Electronic signature system and method based on word document template variable filling protocol

Abstract

The present invention provides an electronic signature system and method based on a Word document template variable filling protocol. By using a template variable filling mode and a method of converting a Word document to PDF, and combining a certificate of a CA and a signature technology of an electronic seal, different Word documents can implement an electronic signature function by using the same logic, and the current challenge that supply chain financial projects collaborating with multiple financial institutions need to sign different protocols is overcome. In addition, due to the authority of the CA, the authenticity of signed files is guaranteed.

Description

Electronic signature system and method based on Word document template variable filling protocol Technical Field

[0001] The present invention relates to the technical field of electronic signatures, and in particular to an electronic signature system and method based on a Word document template variable filling protocol. Background Art

[0002] Currently, the most common method for signing agreements on online financial platforms is to convert HTML to PDF. However, because the same system needs to connect to different financial institutions, the front-end code must write different HTML dynamic content to fill in different agreement templates to be compatible with different agreement templates. The completed HTML is then transferred to the back-end to generate a PDF file for electronic signature. This invention mainly uses Word agreement templates and implements a common processing template and template variable method on the front-end, solving the problem of different implementation methods and signatures required for different agreement content filling for different financial institutions.

[0003] The current invention patents for online electronic signature methods, devices, and electronic equipment for Word documents focus on the formulation and clarification of the online process for signing documents. The signed Word document is a complete document, rather than a Word document that needs to be dynamically assembled according to different situations. At the same time, the signing process mainly emphasizes the operating instructions of each review node in the review process link.

[0004] In the existing technology (Chinese patent application number CN202311067536.0, which discloses "a universal electronic signature method, device and electronic device for Word files"), this signature method and system signs the complete Word document through a series of online processes, but this method does not solve the problem if Word needs to be filled with different content according to different signatories, nor does it solve the related issues of how to perform CFCA CA signature on Word documents.

[0005] Summary of the Invention

[0006] In view of the defects in the prior art, the purpose of the present invention is to provide an electronic signature system and method based on the Word document template variable filling protocol.

[0007] The electronic signature system based on the Word document template variable filling protocol provided by the present invention includes:

[0008] Management platform system: Responsible for providing business configuration services to ensure the normal operation of client terminal systems, including agreement management modules, financial institution management modules, enterprise management modules, and CA management modules. The agreement management module is used to manage platform agreements and business agreements signed by client users using the platform, as well as their templates. The financial institution management module is used to manage the interest rates of client financing and discount services. The enterprise management module is responsible for reviewing the qualifications and types of enterprises registered by clients. The CA management module is responsible for interacting with CA institutions to issue CA seals.

[0009] Client terminal system: includes user module, enterprise module, supply chain finance business module and signature module; the user module is responsible for adding, deleting, modifying and checking users under the enterprise and managing roles, including administrator, operator and auditor. The operator submits a financing application work order, and the auditor reviews the work order. The administrator is responsible for user management and enterprise management; the enterprise module is responsible for the authentication and maintenance of enterprise qualification information. After the administrator submits the enterprise authentication information, it is reviewed by the management platform. After the review is passed, the enterprise will perform the corresponding business operations; the supply chain finance business module includes the initiation and review of credit transfer, financing, pledge and bill discounting of supply chain finance business; the signature module provides the function of signing agreements in each business initiation process;

[0010] CA organization: provides certificate issuance, seal production and signature technical services;

[0011] Database module: used to store data used in the system, including certificates issued by CA organizations, corporate seals, and signed file information.

[0012] Preferably, the management platform user uploads a defined protocol template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management and stores them in the database;

[0013] When the client user performs the agreement stamping business operation at the terminal, the client terminal system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set.

[0014] Preferably, the client terminal system uses a method of public filling protocol to match the values ​​of the variable set with the variables in the Word document according to the variable names, and completes the filling of the involved protocols.

[0015] Preferably, the method implementation process of the public filling protocol is: obtain the uploaded doc / docx file through program code, convert it into a file byte stream, traverse the byte stream to read the character position of "{}" therein, fill the variable name in "{}" with the variable value of the variable name in the variable set, and convert the byte stream back to the doc / docx file after filling.

[0016] Preferably, the client terminal system performs front-end and back-end interaction through network requests, converts the Word document into a PDF document, stores it in a database and displays it to the client user for viewing.

[0017] Preferably, after the client user checks whether the returned document content is complete and correct, he / she initiates the signature confirmation according to the signature steps prompted by the client; the client terminal system obtains the seal list of the CA organization based on the signature confirmation action initiated by the user and returns it to the client user; the client user selects the company seal of the agreement to be signed and initiates the signature action again; the client terminal system receives the signature request and stamps the selected seal on the agreement using the keyword;

[0018] After the client terminal system completes the signature, the signed document is stored in the database and returned to the client user for review. The client user browses the signed agreement document, closes the signature window, and the signature process ends.

[0019] Preferably, the integrity check is specifically as follows: before reading the returned file, if the user believes that there is no problem with the entire agreement, the operation is initiated; if the user believes that there is a problem with the filled agreement, the signing process is canceled, and then the administrator of the management platform is communicated with.

[0020] The electronic signature method based on the Word document template variable filling protocol provided by the present invention includes the following steps:

[0021] Step 1: The management platform user uploads the defined agreement template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management and stores them in the database;

[0022] Step 2: When the client user performs the agreement stamping service operation at the terminal, the client terminal system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set;

[0023] Step 3: The client terminal system uses the public filling protocol method to match the values ​​of the variable set with the variables in the Word document according to the variable names, and completes the filling of the involved protocols;

[0024] Step 4: The client terminal system interacts with the front-end and back-end through network requests, converts the Word document into a PDF document, stores it in the database, and displays it to the client user for viewing;

[0025] Step 5: After checking whether the returned document content is complete and correct, the client user initiates the signature confirmation according to the signature steps prompted by the client;

[0026] Step 6: The client terminal system obtains the CA's seal list based on the user's signature confirmation action and returns it to the client user. The client user selects the company seal of the agreement to be signed and initiates the signature action again. The client terminal system receives the signature request and stamps the selected seal on the agreement using the keyword.

[0027] Step 7: After the client terminal system completes the signature, the signed document is stored in the database and returned to the client user for review. The client user browses the signed agreement document, closes the signature window, and the signature process ends.

[0028] Preferably, the method implementation process of the public filling protocol is: obtain the uploaded doc / docx file through program code, convert it into a file byte stream, traverse the byte stream to read the character position of "{}" therein, fill the variable name in "{}" with the variable value of the variable name in the variable set, and convert the byte stream back to the doc / docx file after filling.

[0029] Preferably, the integrity check is specifically as follows: before reading the returned file, if the user believes that there is no problem with the entire agreement, the operation is initiated; if the user believes that there is a problem with the filled agreement, the signing process is canceled, and then the administrator of the management platform is communicated with.

[0030] Compared with the prior art, the present invention has the following beneficial effects:

[0031] The present invention adopts the method of filling template variables, uses the method of converting Word documents to PDF, and combines the certificate of the CA organization with the signature technology of the electronic seal to realize the function of electronic signature using the same logic for different Word documents, thereby solving the problem that the current supply chain finance project needs to sign different agreements when connecting with multiple financial institutions. At the same time, the authenticity of the signed documents is guaranteed due to the authority of the CA organization. BRIEF DESCRIPTION OF THE DRAWINGS

[0032] Other features, objects and advantages of the present invention will become more apparent upon reading the detailed description of non-limiting embodiments with reference to the following drawings:

[0033] Figure 1 is a flow chart for signing an agreement;

[0034] Figure 2 is a schematic diagram of the system structure. DETAILED DESCRIPTION

[0035] The present invention will be described in detail below with reference to specific embodiments. The following examples will help those skilled in the art to further understand the present invention, but are not intended to limit the present invention in any form. It should be noted that, for those skilled in the art, several changes and improvements can be made without departing from the scope of the present invention. These all fall within the scope of protection of the present invention.

[0036] Example 1

[0037] As shown in FIG1 , the present invention provides an electronic signature method based on a Word document template variable filling protocol, comprising the following steps:

[0038] Step 1: The management platform user uploads the defined agreement template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management and stores them in the database;

[0039] Step 2: When the client user performs the agreement stamping service operation at the terminal, the client terminal system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set;

[0040] Step 3: The client terminal system uses the public filling protocol method to match the values ​​of the variable set with the variables in the Word document according to the variable names, and completes the filling of the involved protocols;

[0041] Step 4: The client terminal system interacts with the front-end and back-end through network requests, converts the Word document into a PDF document, stores it in the database, and displays it to the client user for viewing;

[0042] Step 5: After checking whether the returned document content is complete and correct, the client user initiates the signature confirmation according to the signature steps prompted by the client;

[0043] Step 6: The client terminal system obtains the CA's seal list based on the user's signature confirmation action and returns it to the client user. The client user selects the company seal of the agreement to be signed and initiates the signature action again. The client terminal system receives the signature request and stamps the selected seal on the agreement using the keyword.

[0044] Step 7: After the client terminal system completes the signature, the signed document is stored in the database and returned to the client user for review. The client user browses the signed agreement document, closes the signature window, and the signature process ends.

[0045] The implementation process of the public filling protocol method is as follows: obtain the uploaded doc / docx file through program code, convert it into a file byte stream, traverse the byte stream to read the character position of "{}" in it, fill the variable name in "{}" with the variable value of the variable name in the variable set, and then convert the byte stream back to the doc / docx file after filling.

[0046] The specific integrity check is as follows: before reading the returned file, if the user believes that there is no problem with the entire agreement, the operation will be initiated; if the user believes that there is a problem with the filled agreement, the signing process will be canceled and then communicate with the administrator of the management platform.

[0047] Example 2

[0048] The present invention also provides an electronic signature system based on the Word document template variable filling protocol. The electronic signature system based on the Word document template variable filling protocol can be implemented by executing the process steps of the electronic signature method based on the Word document template variable filling protocol. That is, those skilled in the art can understand the electronic signature method based on the Word document template variable filling protocol as an optimal implementation of the electronic signature system based on the Word document template variable filling protocol.

[0049] As shown in FIG2 , the present invention provides an electronic signature system based on a Word document template variable filling protocol, including:

[0050] Management Platform System: The service provider management platform is primarily responsible for client business configuration services and platform management. It is primarily responsible for providing business configuration services to ensure the normal operation of client terminal systems, including modules such as agreement management, financial institution management, enterprise management, and CA management. Agreement management primarily involves configuring and managing platform agreements and business agreements signed by client users using the platform, as well as their templates. Financial institution management primarily involves configuring interest rates for client financing, discounting, and other services. Enterprise management is primarily responsible for reviewing the qualifications and types of companies registered by clients. The CA management module is primarily responsible for interacting with CA organizations to issue CA seals.

[0051] Client terminal system: includes user module, enterprise module, supply chain finance business module, signature module and other business services. The user module is mainly responsible for the addition, deletion, modification and query of users under the enterprise and the management of their roles. The roles mainly include administrators, operators and auditors. Operators can submit financing application work orders, auditors review the work orders, and administrators are mainly responsible for user management and enterprise management. The enterprise module is mainly responsible for the authentication and maintenance of the enterprise's qualification information. After the administrator submits the enterprise authentication information, it will be reviewed by the management platform. After the review is passed, the enterprise can carry out the corresponding business operations. The business module mainly includes the initiation and review of supply chain finance business such as credit transfer, financing, pledge and bill discount. The signature module mainly provides the function of signing the agreement in each business initiation process.

[0052] CA institution: It is an institution certified by CFCA (China Financial Certification Center), which mainly provides technical services such as certificate issuance, seal production, and signature.

[0053] Database module: used to store data used in the system, including certificates issued by CA, corporate seals, signed documents and other information.

[0054] The management platform user uploads the defined agreement template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management, and stores the data in the database.

[0055] When the client user performs the agreement stamping business operation at the terminal, the client system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set.

[0056] The client system uses its public fill protocol method to match the values ​​of the variable collection with the variables in the Word document based on the variable names, completing the filling of the relevant protocols. The main implementation steps of the public fill protocol method are: using program code to obtain the uploaded .doc / .docx file, convert it into a file byte stream, iterate through the byte stream to read the character positions of "{}" in the byte stream, fill the variable names in "{}" with the variable values ​​of the variable names in the variable collection, and then convert the byte stream back into the .doc / .docx file. Currently, there are many open source technical implementations on GitHub, such as docxtemplater.

[0057] The client system interacts with the front-end and back-end through network requests, converts the Word document into a PDF document, stores it in the database, and displays it to the client user for viewing.

[0058] After the client user verifies the returned document is complete and correct, they proceed with the signing process according to the client's prompts. This completeness check involves reading the returned document and initiating the signing process if the user believes the agreement is complete. If the user believes there are issues with the completed agreement, they can cancel the signing process and communicate with the administrator of the management platform.

[0059] The client system obtains the seal list of the CA organization based on the confirmation signature action initiated by its user and returns it to the client user.

[0060] The client user selects the company seal for the agreement to be signed and initiates the signing action again.

[0061] The client system receives the signature request and stamps the selected seal on the agreement using the keyword. The signature format is mainly determined by the technology provided by the CA organization.

[0062] After the client system completes the signature, the signed document is stored in the database and returned to the client user for review.

[0063] The client user browses the signed agreement file, closes the signing window, and the signing process ends.

[0064] Client users complete their corresponding business processes based on their corresponding operations.

[0065] Those skilled in the art will appreciate that, in addition to implementing the system, device, and various modules provided by the present invention in purely computer-readable program code, it is entirely possible to implement the same program in the form of logic gates, switches, application-specific integrated circuits, programmable logic controllers, embedded microcontrollers, and the like by logically programming the method steps. Therefore, the system, device, and various modules provided by the present invention can be considered a hardware component, and the modules included therein for implementing various programs can also be considered structures within the hardware component; the modules for implementing various functions can also be considered both software programs for implementing the method and structures within the hardware component.

[0066] The above describes specific embodiments of the present invention. It should be understood that the present invention is not limited to the specific embodiments described above, and those skilled in the art may make various changes or modifications within the scope of the claims, which do not affect the essence of the present invention. The embodiments of this application and the features in the embodiments may be combined with each other in any manner unless there is a conflict.

Claims

1. An electronic signature system based on a Word document template variable filling protocol, characterized in that: include: Management platform system: responsible for providing business configuration services to ensure the normal operation of client terminal systems, including protocol management module, financial institution management module, enterprise management module and CA management module; The agreement management module is used to manage the platform agreements and business agreements and their templates signed by client users using the platform; the financial institution management module is used to manage the interest rates of client financing and discount services; The enterprise management module is responsible for reviewing the enterprise qualifications and types of clients registered; the CA management module is responsible for interacting with the CA organization to issue CA signatures; Client terminal system: includes user module, enterprise module, supply chain finance business module and signature module; the user module is responsible for adding, deleting, modifying and checking users under the enterprise and managing roles, including administrator, operator and auditor. The operator submits a financing application work order, and the auditor reviews the work order. The administrator is responsible for user management and enterprise management; the enterprise module is responsible for the authentication and maintenance of enterprise qualification information. After the administrator submits the enterprise authentication information, it is reviewed by the management platform. After the review is passed, the enterprise will perform the corresponding business operations; the supply chain finance business module includes the initiation and review of credit transfer, financing, pledge and bill discounting of supply chain finance business; the signature module provides the function of signing agreements in each business initiation process; CA organization: provides certificate issuance, seal production and signature technical services; Database module: used to store data used in the system, including certificates issued by CA organizations, corporate seals, and signed file information.

2. The electronic signature system based on the Word document template variable filling protocol according to claim 1 is characterized in that: The management platform user uploads the defined agreement template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management and stores them in the database; When the client user performs the agreement stamping business operation at the terminal, the client terminal system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set.

3. The electronic signature system based on the Word document template variable filling protocol according to claim 1 is characterized in that: The client terminal system uses a public filling protocol method to match the values ​​of the variable set with the variables in the Word document according to the variable names, and completes the filling of the involved protocols.

4. The electronic signature system based on the Word document template variable filling protocol according to claim 3 is characterized in that: The implementation process of the public filling protocol method is as follows: obtain the uploaded doc / docx file through program code, convert it into a file byte stream, traverse the byte stream to read the character position of "{}" in it, fill the variable name in "{}" with the variable value of the variable name in the variable collection, and then convert the byte stream back to a doc / docx file after filling.

5. The electronic signature system based on the Word document template variable filling protocol according to claim 1 is characterized in that: The client terminal system interacts with the front-end and back-end through network requests, converts the Word document into a PDF document, stores it in the database, and displays it to the client user for viewing.

6. The electronic signature system based on the Word document template variable filling protocol according to claim 1 is characterized in that: After the client user checks whether the returned document content is complete and correct, he / she initiates the signature confirmation according to the signature steps prompted by the client; the client terminal system obtains the CA organization's seal list based on the signature confirmation action initiated by the user and returns it to the client user; The client user selects the company seal of the agreement to be signed and initiates the signing action again; The client terminal system receives the signature request and stamps the selected seal on the agreement through the keyword; After the client terminal system completes the signature, the signed document is stored in the database and returned to the client user for review. The client user browses the signed agreement document, closes the signature window, and the signature process ends.

7. The electronic signature system based on the Word document template variable filling protocol according to claim 6 is characterized in that: The specific integrity check is as follows: before reading the returned file, if the user believes that there is no problem with the entire agreement, the operation will be initiated; if the user believes that there is a problem with the filled agreement, the signing process will be canceled and then communicate with the administrator of the management platform.

8. An electronic signature method based on a Word document template variable filling protocol, characterized in that: The electronic signature system based on the Word document template variable filling protocol according to claim 1 includes the following steps: Step 1: The management platform user uploads the defined agreement template in the financial institution management module of the management platform system, including the template variable identifiers that need to be filled; defines the variable fields in the scalar management and stores them in the database; Step 2: When the client user performs the agreement stamping service operation at the terminal, the client terminal system obtains the agreement template and variable field set from the database, obtains the values ​​involved in the corresponding variable set according to the relevant business performed by the user, and adds the values ​​to the variable set; Step 3: The client terminal system uses the public filling protocol method to match the values ​​of the variable set with the variables in the Word document according to the variable names, and completes the filling of the involved protocols; Step 4: The client terminal system interacts with the front-end and back-end through network requests, converts the Word document into a PDF document, stores it in the database, and displays it to the client user for viewing; Step 5: After checking whether the returned document content is complete and correct, the client user initiates the signature confirmation according to the signature steps prompted by the client; Step 6: The client terminal system obtains the CA's seal list based on the signature confirmation action initiated by the user and returns it to the client user; The client user selects the company seal of the agreement to be signed and initiates the signing action again; The client terminal system receives the signature request and stamps the selected seal on the agreement through the keyword; Step 7: After the client terminal system completes the signature, the signed document is stored in the database and returned to the client user for review. The client user browses the signed agreement document, closes the signature window, and the signature process ends.

9. The electronic signature method based on the Word document template variable filling protocol according to claim 8 is characterized in that: The implementation process of the public filling protocol method is as follows: obtain the uploaded doc / docx file through program code, convert it into a file byte stream, traverse the byte stream to read the character position of "{}" in it, fill the variable name in "{}" with the variable value of the variable name in the variable collection, and then convert the byte stream back to a doc / docx file after filling.

10. The electronic signature method based on the Word document template variable filling protocol according to claim 8 is characterized in that: The specific integrity check is as follows: before reading the returned file, if the user believes that there is no problem with the entire agreement, the operation will be initiated; if the user believes that there is a problem with the filled agreement, the signing process will be canceled and then communicate with the administrator of the management platform.

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