Office table conversion cleaning method and device

Abstract

The invention belongs to the technical field of table data management, and particularly provides an office table conversion and cleaning method and device, which liberates users of insurance companies from tedious operations by automatically executing repetitive and modeled table conversion and cleaning tasks, greatly shortens data processing time, avoids errors caused by human negligence, and improves work efficiency. The method guarantees the data quality, and is suitable for the digital operation of the office table during the transaction and maintenance of the insurance business. The target task script is called from the task script library according to the operation mode of the user in the spreadsheet software, the corresponding conversion cleaning operation is automatically executed, the user can complete batch and flow operation through the script automatically generated by the system without mastering programming knowledge, and the operation is simple and convenient. Through a real-time monitoring and feedback mechanism, timely intervention can be performed when task execution is abnormal or data goes wrong, error diffusion is prevented, and the reliability of an automatic process and the controllability of a final result are guaranteed.

Description

TECHNICAL FIELD

[0001] The application belongs to the technical field of table data management, and particularly relates to an office table conversion and cleaning method and device. BACKGROUND

[0002] Insurance companies often need to use electronic spreadsheets when performing daily office work such as business handling and data management. Electronic spreadsheets have become an indispensable tool for data entry, statistics, analysis and report generation. In daily office work, employees of insurance companies often need to perform a series of conversion and cleaning operations on original table data, such as data entry, format adjustment, formula calculation, data filtering and sorting, etc. These operations are usually highly repetitive and patterned, and manual operation is not only time-consuming and laborious, but also prone to errors, which seriously affects work efficiency and accuracy. SUMMARY

[0003] Based on the above technical problems, the application provides an office table conversion and cleaning method and device to solve the technical problems of low automation degree and complicated and error-prone operation of office table data processing in the prior art.

[0004] To achieve the above-mentioned purpose, the technical solution adopted by the application is as follows: In a first aspect, an office table conversion and cleaning method is provided, comprising the following steps: S1: collecting historical operation records of a user performing table data processing operations in an electronic spreadsheet software; S2: analyzing the historical operation records, identifying and encoding at least one table conversion and cleaning operation mode, and generating a corresponding automated task script according to the operation mode; S3: aggregating the automated task scripts corresponding to different operation modes to construct a task script library; S4: formulating a corresponding task triggering instruction according to the operation mode of the user in the electronic spreadsheet software; S5: receiving the task triggering instruction of the user and calling a target task script from the task script library; S6: automatically performing corresponding conversion and cleaning operations on a target office table based on the target task script; S7: monitoring the execution state and data flow in real time during the execution of step S6, and triggering a predefined feedback mechanism if an execution exception or data exception is detected.

[0005] In a possible implementation manner, in step S2, the historical operation records are analyzed, identified and encoded based on artificial or machine learning algorithms.

[0006] In a possible implementation, in step S6, the conversion and cleaning operation includes at least one of data format adjustment, data filtering and sorting, invalid data cleaning, repeated data merging, and formula calculation.

[0007] In a possible implementation, the feedback mechanism in step S7 includes at least one of suspending task execution and popping up an exception reminder, recording an exception log and attempting to automatically repair according to a preset strategy, and feeding back exception information and a recommended processing solution to a user interface.

[0008] In a possible implementation, the method further includes: S8: providing a script editing interface to allow a user to view, edit, combine, or create a new custom script for an automated task script in the task script library.

[0009] Compared with the prior art, the office table conversion and cleaning method provided in the application has the following beneficial effects: From the execution efficiency, the office table conversion and cleaning method provided in the application automatically executes repetitive and patterned table conversion and cleaning tasks, liberates users of an insurance company from tedious operations, greatly shortens data processing time, avoids errors caused by human negligence, ensures data quality, and is suitable for digital operation of office tables during insurance business processing and maintenance. From the operation difficulty, the target task script is called from the task script library according to the operation mode of the user in the electronic table software, and the corresponding conversion and cleaning operation is automatically executed. The user can complete batch and process operation through the script automatically generated by the system without mastering programming knowledge, and the operation is simple and convenient. From the reliability, through the real-time monitoring and feedback mechanism, the task execution can be intervened in time when an exception occurs or data has a problem, error propagation is prevented, and the reliability of the automation process and the controllability of the final result are ensured.

[0010] In a second aspect, the application further provides an office table conversion and cleaning device for implementing the office table conversion and cleaning method in any of the above implementation manners. The office table conversion and cleaning device includes: a record collection module configured to collect historical operation records of a user in an electronic table software; a mode learning module configured to analyze the historical operation records based on a machine learning algorithm, identify an operation mode, and generate an automated task script; a script library management module configured to store, index, and manage the automated task script, and form a task script library; a task execution engine configured to respond to a task triggering instruction, call and run a target script in the task script library, and drive the electronic table software to automatically execute a conversion and cleaning operation; and The monitoring and feedback module is used to monitor the running status and data processing of the task execution engine in real time, and to perform feedback actions when an anomaly is detected.

[0011] In one possible implementation, the office form conversion and cleaning device further includes an access control module, which is used to formulate association rules between user roles and user permissions, and select the automated task scripts that can be invoked based on the logged-in user role.

[0012] In one possible implementation, the office form conversion and cleaning device further includes an application programming interface (API) for integration with an external office system or data processing platform to receive form data to be processed or output processing results.

[0013] The office form conversion and cleaning device provided in this application is used to implement the office form conversion and cleaning method described in any of the above implementation methods, and has the same technical effect as it, so it will not be described again here. Attached Figure Description

[0014] To more clearly illustrate the technical solutions in the embodiments of this application, the drawings used in the description of the embodiments or the prior art 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 based on these drawings without creative effort.

[0015] Figure 1 A flowchart of an office form conversion and cleaning method provided in this application; Detailed Implementation

[0016] To make the technical problems, technical solutions, and beneficial effects to be solved by this application clearer, the following detailed description is provided in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative and are not intended to limit the scope of this application.

[0017] It should be noted that when a component is referred to as being "fixed to" or "set on" another component, it can be directly on or indirectly on that other component. When a component is referred to as being "connected to" another component, it can be directly connected to or indirectly connected to that other component.

[0018] It should be understood that the terms "length", "width", "upper", "lower", "front", "rear", "left", "right", "vertical", "horizontal", "top", "bottom", "inner", "outer", etc., indicate the orientation or positional relationship based on the orientation or positional relationship shown in the accompanying drawings. They are only for the convenience of describing this application and simplifying the description, and do not indicate or imply that the device or element referred to must have a specific orientation, or be constructed and operated in a specific orientation. Therefore, they should not be construed as limitations on this application.

[0019] Furthermore, the terms "first" and "second" are used for descriptive purposes only and should not be construed as indicating or implying relative importance or implicitly specifying the number of technical features indicated. Thus, a feature defined as "first" or "second" may explicitly or implicitly include one or more of that feature. In the description of this application, "multiple" or "several" means two or more, unless otherwise explicitly specified.

[0020] 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 invention pertains.

[0021] Please refer to the following: Figure 1 The following describes an office form conversion and cleaning method and apparatus provided in the embodiments of this application.

[0022] In a first aspect, embodiments of this application provide a method for converting and cleaning office forms applicable to insurance business processing and data management, comprising the following steps: S1: Collect historical operation records of users performing spreadsheet data processing operations in spreadsheet software.

[0023] S2: Analyze historical operation records based on manual or machine learning algorithms, identify and encode at least one table conversion and cleaning operation mode, and generate corresponding automated task scripts according to the operation mode.

[0024] S3: Summarize the automated task scripts corresponding to different operation modes and build a task script library.

[0025] S4: Based on the user's operating mode in the spreadsheet software, formulate corresponding task triggering instructions.

[0026] S5: Receives the user's task trigger command and calls the target task script from the task script library.

[0027] S6: Based on the target task script, automatically perform corresponding transformation and cleaning operations on the target office spreadsheet; the transformation and cleaning operations include, but are not limited to, data format adjustment, data filtering and sorting, invalid data cleaning, duplicate data merging, and formula calculation.

[0028] S7: During the execution of step S6, the execution status and data flow are monitored in real time. If an execution anomaly or data anomaly is detected, a predefined feedback mechanism is triggered. The feedback mechanism includes, but is not limited to, the following operations: pausing task execution and displaying an anomaly alert; recording an anomaly log and attempting automatic repair according to a preset strategy; and feeding back the anomaly information and suggested handling solutions to the user interface.

[0029] Compared with the prior art, the beneficial effects of the office form conversion and cleaning method provided in this application are: From the perspective of execution efficiency, the office form conversion and cleaning method provided in this application frees insurance company users from tedious operations by automating repetitive and patterned form conversion and cleaning tasks, greatly shortening data processing time, avoiding errors caused by human negligence, and ensuring data quality. It is suitable for digitizing office forms during the processing and maintenance of insurance business. From the perspective of operational difficulty, the system automatically executes corresponding conversion and cleaning operations by calling target task scripts from the task script library based on the user's operating mode in the spreadsheet software. Users do not need programming knowledge to complete batch and process-oriented operations through the automatically generated scripts, making the operation simple and convenient. From the perspective of reliability, the real-time monitoring and feedback mechanism can intervene promptly when task execution is abnormal or data problems occur, preventing the spread of errors and ensuring the reliability of the automation process and the controllability of the final result.

[0030] This application embodiment analyzes users' historical operation records through manual or machine learning algorithms, encodes users' commonly used table operation patterns, such as specific format adjustments, common formula applications, data filtering conditions, etc., and builds a task script library. The system can then automatically execute tasks, including but not limited to batch data entry, automatic format adjustment, conditional filtering and sorting, batch application of formulas, etc.

[0031] Depending on the needs, a script editing interface can also be provided, allowing users to view, edit, combine, or create new custom scripts for automated tasks in the task script library. An application programming interface (API) is also provided for integration with external office systems or data processing platforms to receive tabular data to be processed or to output processing results.

[0032] Secondly, embodiments of this application provide an office spreadsheet conversion and cleaning device for implementing the aforementioned office spreadsheet conversion and cleaning method. The office spreadsheet conversion and cleaning device includes the following modules: a record acquisition module for collecting historical operation records of users in spreadsheet software; a pattern learning module for analyzing historical operation records based on machine learning algorithms, identifying operation patterns, and generating automated task scripts; a script library management module for storing, indexing, and managing automated task scripts to form a task script library; a task execution engine for responding to task triggering instructions, calling and running target scripts in the task script library to drive the spreadsheet software to automatically perform conversion and cleaning operations; and a monitoring and feedback module for monitoring the running status and data processing process of the task execution engine in real time, and performing feedback actions when an anomaly is detected.

[0033] The office form conversion and cleaning device also includes an access control module, which is used to formulate rules for associating user roles with user permissions. Based on the logged-in user role, it selects the automated task scripts that can be invoked, thus preventing data loss or incorrect modification due to unauthorized personnel's accidental operation.

[0034] The office form conversion and cleaning device also includes an application programming interface (API) for integration with external office systems or data processing platforms to receive form data to be processed or output processing results.

[0035] Thirdly, embodiments of this application provide an automated control and management system for insurance data management. Based on the aforementioned office form conversion and cleaning device, it further includes a data storage and recovery unit, a system maintenance unit, an access control and permission allocation unit, and a real-time monitoring and feedback unit.

[0036] The data storage and recovery module enables the office form conversion and cleaning device to possess high availability and fault tolerance, ensuring stable operation under various abnormal conditions and preventing data loss and service interruption. The corresponding storage media or servers can adopt a distributed storage architecture, implementing data redundancy and multiple replication mechanisms to ensure the persistence and consistency of insurance data. Simultaneously, it should also possess automatic fault recovery capabilities, enabling rapid service restoration in the event of hardware failures or network outages, ensuring the continuous and stable operation of the insurance system, and enhancing user experience and trust.

[0037] Insurance companies' data contains a large amount of customer privacy information, making information security a primary consideration. The system maintenance unit stores the core code of each module. For the code of the data collection and pattern learning modules, companies should establish a strict code review system, organizing professional personnel to review the code line by line during the development process.

[0038] With the continuous development of technology and changes in business needs, systems require regular updates and upgrades, necessitating insurance companies to establish comprehensive maintenance plans. Maintenance personnel should promptly monitor official updates for operating systems, databases, and applications, install security patches in a timely manner, and fix vulnerabilities and defects discovered during system operation. Simultaneously, to ensure the security of the maintenance process, strict access control must be implemented for system maintenance personnel, clearly defining their operational scope to prevent system security incidents caused by misoperation or malicious actions.

[0039] The access control and permission allocation unit is designed based on the confidentiality characteristics of insurance business. It can be equipped with an identity authentication module and has multiple functions such as identity recognition, access control, data encryption, log auditing, and intrusion detection.

[0040] The identity authentication module is designed to ensure the authenticity of each user's identity. It employs a multi-factor authentication mechanism, combining passwords, hardware tokens, dynamic verification codes, and other authentication methods to provide enhanced security. Access control uses a role-based access control model to associate user roles with permissions, managing different users' access to resources and ensuring that users can only access authorized data and resources. The system matches user roles with the requested resources; if the conditions are met, access is allowed; otherwise, access is denied.

[0041] The integration of the identity authentication module needs to ensure that only authenticated users can access the system's sensitive data or resources. The interface design should support multi-factor authentication and be compatible with existing single sign-on mechanisms to simplify the user authentication process and improve system security.

[0042] The data encryption module can combine symmetric and asymmetric encryption. Symmetric encryption is used for rapidly encrypting large amounts of data, while asymmetric encryption is responsible for key exchange and verification. The system needs to ensure the security of key management for the encryption algorithm and prevent key leakage.

[0043] The log auditing module records all important system operations and security events. Audit logs include information such as user logins, resource access, and operations performed. The log auditing module needs to effectively collect, store, and analyze these logs, promptly detect abnormal activity, and generate alerts. Log data must be encrypted during the design phase and regularly backed up and cleaned up to prevent malicious tampering or loss.

[0044] Intrusion detection modules monitor network traffic and system behavior in real time to detect potential intrusions. Intrusion detection systems can combine signature-based and behavior-based detection methods to identify known attack patterns and new types of anomalous behaviors. Intrusion detection modules are designed to have low false positive rates and high detection rates, enabling timely responses in the early stages of an attack to reduce the impact of security threats on the system.

[0045] The real-time monitoring and feedback unit can detect anomalies when the system is performing automated tasks, automatically pause or remind the user to intervene, and ensure the accuracy and security of data processing.

[0046] When designing data flow, information security principles should be strictly followed to ensure data security at every stage of storage, transmission, and processing. Data transmission within the system should employ encryption protocols (such as Secure Sockets Layer / Transport Layer Security protocols) to ensure information is not eavesdropped on or tampered with during transmission. For stored data, encrypted storage measures should be implemented to ensure the data itself remains secure even if the data storage medium is illegally accessed. Standardized interfaces should be used for communication between modules during data interaction to prevent unauthorized modules from accessing sensitive data. The system's access control and authentication mechanisms must ensure that only authorized users and modules can operate during data access. Regarding storage security, in addition to using encryption algorithms, key management must be considered. The storage and distribution of encryption keys must adhere to strict security controls to prevent key leakage or misuse. To enhance system security, hardware security modules can be used for key generation and storage, ensuring keys are protected at the hardware level. To further improve security, data flow monitoring and auditing mechanisms are also crucial. Effective logging and auditing mechanisms should be designed to monitor every stage of the data flow in real time, promptly detecting and responding to abnormal activities. Access to sensitive data should be subject to strict auditing and tracing to ensure that any illegal operations can be traced and dealt with.

[0047] The system needs to have excellent data processing performance, capable of rapidly handling a large number of concurrent requests to meet users' stringent requirements for real-time data access and operation. Therefore, it is necessary to optimize the data processing flow and employ efficient data compression and indexing technologies to improve data read and write speeds.

[0048] In system interface and integration design, in addition to integration with basic security facilities such as firewalls and intrusion detection systems, it is also necessary to ensure that the information security management system can effectively cooperate with other key security components (such as antivirus systems, authentication systems, and log management systems). This requires the interface design to have high flexibility and scalability to support data interaction and collaborative work between different types of security systems. Integration with antivirus systems can prevent the spread of viruses on the network by scanning and isolating malicious code in real time. The application programming interface should support feeding back the antivirus system's scan results to the information security management system, enabling automatic identification and response to potential threats.

[0049] Interface design should consider encryption and integrity verification during data transmission to prevent information leakage or tampering during data exchange. When integrating with third-party systems, standardized communication protocols must be followed to ensure efficient and compatible information exchange. To enhance system operability and maintainability, all interfaces should have detailed documentation, including interface definitions, data formats, and error handling mechanisms, facilitating subsequent maintenance and upgrades.

[0050] In terms of scalability and compatibility, the system supports mainstream spreadsheet software and different spreadsheet file formats, while also providing API interfaces to facilitate integration with other office systems and achieve broader application scenario coverage.

[0051] The management system should be designed with a modular architecture, allowing each security function module to be deployed and expanded independently, thus avoiding performance bottlenecks for the entire system. In terms of fault tolerance, the system needs to support redundant deployment, ensuring that it can automatically switch to backup resources in the event of component failure, guaranteeing business continuity. The data storage layer should adopt a distributed storage solution to ensure high data availability and disaster recovery capabilities.

[0052] It is understood that the parts in the above embodiments can be freely combined or deleted to form different combined embodiments. The specific contents of each combined embodiment will not be repeated here. After this description, it can be considered that the present invention specification has recorded each combined embodiment and can support different combined embodiments.

[0053] The above description is only a preferred embodiment of the present invention and is not intended to limit the present invention. Any modifications, equivalent substitutions, and improvements made within the spirit and principles of the present invention should be included within the protection scope of the present invention.

Claims

1. A method for converting and cleaning office forms, characterized in that, Includes the following steps: S1: Collect historical operation records of users performing table data processing operations in spreadsheet software; S2: Analyze the historical operation records, identify and encode at least one table conversion and cleaning operation mode, and generate a corresponding automated task script based on the operation mode; S3: Summarize the automated task scripts corresponding to different operation modes and build a task script library; S4: Based on the user's operating mode in the spreadsheet software, formulate corresponding task triggering instructions; S5: Receive the user's task trigger command and call the target task script from the task script library; S6: Based on the target task script, automatically perform the corresponding conversion and cleaning operations on the target office form; S7: During the execution of step S6, the execution status and data flow are monitored in real time. If an execution abnormality or data abnormality is detected, a predefined feedback mechanism is triggered.

2. The office form conversion and cleaning method according to claim 1, characterized in that, In step S2, the historical operation records are analyzed, identified, and encoded based on manual or machine learning algorithms.

3. The office form conversion and cleaning method according to claim 1, characterized in that, In step S6, the conversion and cleaning operation includes at least one of the following: data format adjustment, data filtering and sorting, invalid data cleaning, duplicate data merging, and formula calculation.

4. The office form conversion and cleaning method according to claim 1, characterized in that, The feedback mechanism in step S7 includes at least one of the following: pausing task execution and popping up an exception alert; recording exception logs and attempting to automatically repair according to a preset strategy; and feeding back exception information and suggested handling solutions to the user interface.

5. The office form conversion and cleaning method according to claim 1, characterized in that, The office form conversion and cleaning method also includes: S8: Provides a script editing interface, allowing users to view, edit, combine, or create new custom scripts for automated task scripts in the task script library.

6. An office form conversion and cleaning device, characterized in that, For implementing the office form conversion and cleaning method as described in any one of claims 1 to 5, the office form conversion and cleaning apparatus comprises: The data collection module is used to collect users' historical operation records in spreadsheet software; The pattern learning module is used to analyze the historical operation records based on machine learning algorithms, identify operation patterns, and generate automated task scripts. The script library management module is used to store, index, and manage the automated task scripts, forming a task script library; The task execution engine, in response to task triggering commands, calls and runs target scripts from the task script library to drive the spreadsheet software to automatically perform conversion and cleaning operations; and The monitoring and feedback module is used to monitor the running status and data processing of the task execution engine in real time, and to perform feedback actions when an anomaly is detected.

7. The office form conversion and cleaning device according to claim 6, characterized in that, The office form conversion and cleaning device also includes an access control module, which is used to formulate association rules between user roles and user permissions, and select the automated task scripts that can be invoked based on the logged-in user role.

8. The office form conversion and cleaning device according to claim 6, characterized in that, The office form conversion and cleaning device also includes an application programming interface (API) for integration with external office systems or data processing platforms to receive form data to be processed or output processing results.

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