Multi-system financial document management method and device based on unified credential management center

By using the asynchronous task table and dynamic adapter in the unified voucher management center, the problems of inconsistent interfaces and high coupling in the management of financial documents in multiple systems are solved, achieving efficient financial voucher synchronization and scalable management, and improving the stability and operational efficiency of the system.

CN122597093APending Publication Date: 2026-08-18CHINA ELECTRONICS CLOUD DIGITAL INTELLIGENCE TECH CO LTD
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Patent Information

Application Number
CN202610539092.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2026-04-22
Publication Date
2026-08-18

AI Technical Summary

Technical Problem

When integrating enterprise contract management with financial systems, the lack of unified interface standards among multiple systems makes it difficult to synchronize and update vouchers. The high degree of system coupling makes business operations susceptible to slow response or failures in the financial system. The lack of unified voucher lifecycle management makes it difficult to trace business documents and financial vouchers.

Method used

A unified voucher management center is adopted, and push tasks are managed through an asynchronous task table. The system dynamically matches the financial system adapter, decouples business operations from financial push, defines multi-dimensional matching rules, achieves automatic synchronization and scalability, and supports the integration of new financial systems.

Benefits of technology

It improved operational efficiency, reduced the impact of financial system failures on business operations, enabled automatic synchronization and scalability of vouchers, reduced manual intervention, and ensured system stability and operational efficiency.

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Abstract

The application provides a multi-system financial document management method and device based on a unified credential management center, relates to the technical field of enterprise financial informatization, and comprises the following steps: obtaining a push parameter after a contract business operation is successful, constructing a push context, writing the push context into an asynchronous task table to generate a push task; extracting an executable push task from the asynchronous task table, and executing the executable push task in sequence after the executable push task is sorted according to an operation type weight, a target system weight and a waiting time length gain; for the current task, dynamically matching an adapter according to a target financial system type and a credential type in the push context; converting a business document into a financial message through the adapter and pushing the financial message to a target financial system; when the pushing is successful, recording an association relationship between the business document and a red document in a credential record, and updating a task state to success. The application solves the problem that in the prior art, synchronous pushing leads to that a business operation depends on real-time response of a financial system and the coupling degree between systems is too high.
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