A work order intelligent settlement system and its implementation method

Abstract

A smart settlement system and implementation method for work orders includes a cloud server, a smart terminal, and a third-party verification module. The cloud server interacts with the smart terminal via WiFi. The smart terminal has built-in modules for settlement basic data, data acquisition, data formatting, auditing and verification, settlement pricing, and settlement processing. This invention features cross-industry compatibility, excellent architecture design, and improved settlement process operation, making the system highly flexible and configurable. It achieves efficient processing, standardized management, security assurance, and real-time communication in the maintenance and repair business settlement process. It is an independent settlement business system that can connect to maintenance and repair business systems and third-party financial systems, enabling seamless integration of the entire maintenance and repair business process and achieving a unified process of maintenance management, settlement management, and financial management.

Description

Technical Field

[0001] This invention belongs to the field of electronic information processing technology, specifically relating to an intelligent settlement system for work orders and its implementation method. Background Technology

[0002] Currently, various industry-specific maintenance settlement systems have emerged in the industry. Each system is merely a customized system for its own industry and cannot provide a cross-industry compatible maintenance settlement solution. At the same time, there is a lack of business processing procedures that involve multiple parties in the entire settlement process and require multiple parties to review the process. In addition, existing systems cannot meet the diverse business needs of customers. Existing models are based on the standards of a certain industry, and business needs are relatively fixed, which cannot provide customers with room for customization.

[0003] The intelligent work order settlement system provided by this invention is a comprehensive settlement management platform based on equipment maintenance. Firstly, it is not limited to a specific industry. Through diverse settlement method options, automatic generation of user-customized reports, and a combination of automated and manual review of settlement content, it integrates the equipment maintenance process and work order settlement process into a unified business system. This provides customers with clearer and more accurate settlement functions. By involving multiple stakeholders, it ensures timely agreement between the payer and payee during the settlement process. Compared to traditional methods, it reduces many cumbersome confirmation steps and improves settlement efficiency. Summary of the Invention

[0004] To overcome the shortcomings of existing technologies, this invention provides an independent settlement business system. This system can connect the maintenance business system and the third-party financial system, enabling seamless integration of the entire maintenance business process, achieving integrated management and monitoring, and meeting the customized needs of customers.

[0005] To solve the technical problem, the technical solution adopted by the present invention is as follows:

[0006] A work order intelligent settlement system includes a cloud server, a smart terminal, and a third-party cloud platform. The cloud server interacts with the smart terminal via WiFi. The smart terminal has a built-in settlement basic data module, a data acquisition module, a data formatting module, an audit and verification module, a settlement pricing module, and a settlement processing module.

[0007] The cloud server is used to store settlement data and information on cooperating units in various fields;

[0008] The aforementioned settlement basic data module is a structured basic data module based on settlement information customized in the cloud server;

[0009] The data acquisition module sends the settlement information established by the operator's instructions to the cloud server, thereby extracting the original data of the settlement object to create a settlement ID;

[0010] The data formatting module matches the raw data sent by the data acquisition module with the structured basic data defined by the settlement basic data module to generate standardized settlement data, which the operator can then improve.

[0011] The aforementioned audit and verification module verifies the settlement data sent by the data formatting module against the custom verification standards in the settlement basic data module. If the verification fails, the audit and verification module generates a problem record and sends the message to the cloud server. If the verification passes, the data is sent to the settlement approval module.

[0012] The settlement approval module matches and adjusts the correct data sent by the audit and verification module with the settlement information defined by the settlement basic data module to obtain relevant analysis results;

[0013] The settlement processing module sends the correct settlement data obtained by the settlement approval module to the third-party cloud platform and records the audit status.

[0014] The third-party cloud platform reviews the settlement data sent from the smart terminal and sends the results to the smart terminal in real time. The third-party cloud platform is equipped with a monitoring module, which is used to set the contractual period and send the results to the mobile terminal wirelessly.

[0015] Furthermore, the aforementioned intelligent settlement system for work orders is characterized in that the basic data includes settlement objects, settlement types, and verification rules, but is not limited to these.

[0016] A method for implementing intelligent settlement of work orders, characterized by comprising:

[0017] Write the signed contract data to the cloud server;

[0018] Define the basic data in the settlement system, and define the fee types, pricing system, verification rules, batch pricing rules, and settlement templates as needed;

[0019] Data collection involves selecting the appropriate pricing system, extracting the settlement work order set, and creating settlement IDs.

[0020] Settlement data formatting: Standardized data for work order settlement is automatically generated based on the basic data defined in the system, and then manually edited and improved.

[0021] Audit and verification: Automatically verify settlement data according to the verification rules defined in the system;

[0022] Settlement pricing involves processing fees according to the settlement rules defined in the system to arrive at the total settlement price.

[0023] Settlement processing involves data interaction with third-party financial systems to confirm the generation of reports and archived data.

[0024] Furthermore, the method for implementing intelligent settlement of work orders is characterized in that the verification rules are used to automatically verify the settlement data by the system, customize the screen according to the provided visualization rules, and customize the elements of the settlement data according to different rules and settlement status. The elements include strategy settings, which are strategy schemes that need to be matched in the settlement status.

[0025] Furthermore, the method for implementing intelligent settlement of work orders is characterized in that the settlement data formatting process includes the following steps:

[0026] Based on the collected settlement data and the selected pricing system, a settlement template is selected, and the previously collected settlement data is standardized using this settlement template to generate standardized settlement data.

[0027] Based on the generated standardized settlement data, manual review and editing are introduced to improve the settlement data;

[0028] Finally, complete settlement data is generated.

[0029] Furthermore, the method for implementing intelligent settlement of work orders is characterized in that the review and verification processing steps include:

[0030] First, import the generated complete settlement data and defined verification rules;

[0031] The system performs automatic verification according to the rules. It automatically matches the fee types set in the verification rules with the types in the settlement fees, thereby verifying the fee data according to the verification conditions.

[0032] If the verification fails, a problem record is generated and a notification message is sent.

[0033] Furthermore, the method for implementing intelligent settlement of work orders is characterized in that the settlement batch processing step is as follows:

[0034] Import the defined batch pricing rules;

[0035] Statistical analysis is performed on the current settlement data based on the pricing factors defined in the pricing rules to obtain the actual values ​​of each pricing factor.

[0036] The actual values ​​obtained are compared with the standard values ​​of the pricing factors to obtain the comparison results;

[0037] Using the comparison results, the settlement fees are updated and adjusted according to the pricing rules. The adjusted results are then communicated to the bidding party. After both parties agree and confirm, the final settlement price is obtained. If the bidding party does not agree, the pricing and settlement process must be restarted.

[0038] Furthermore, the method for implementing intelligent settlement of work orders is characterized in that the settlement processing steps include:

[0039] The final settlement data is sent to the financial system, and the settlement enters the "Settlement Submission (Financial Unconfirmed)" status.

[0040] The financial system will provide a confirmation response. If the confirmation is successful, the system will proceed to the settlement submission (finance has confirmed) status.

[0041] If the financial confirmation fails, the system will automatically identify and return to a previous settlement status based on the reason for the feedback, and notify the person in charge of the relevant unit.

[0042] The financial system will also provide a "financial settlement completed" feedback after the final settlement is completed. This module will monitor such feedback and will issue a reminder if the feedback status is not obtained in a timely manner within the specified period to ensure that the settlement process is completed within the time limit agreed upon by both parties.

[0043] Settlement reports are automatically generated for settled data, and the data is archived and stored in the maintenance system.

[0044] The beneficial effects of this invention are as follows: It provides an intelligent settlement system and implementation method for work orders. This invention has a cross-industry compatible settlement function solution, has customizable functions, has an excellent architecture design, improves the working method of the settlement process, and makes the system highly flexible and configurable. It realizes efficient processing, standardized management, security assurance, and real-time communication of the settlement process in the maintenance business field. It is an independent settlement business system. Through this system, the maintenance business system and third-party financial system can be connected to realize the integrated management process of the entire maintenance business. Attached Figure Description

[0045] Figure 1 This is a schematic diagram of the system structure of the present invention;

[0046] Figure 2 This is a schematic diagram of the data acquisition module of the present invention;

[0047] Figure 3 This is a schematic diagram of the settlement data formatting module of the present invention;

[0048] Figure 4 This is a schematic diagram of the verification module of the present invention;

[0049] Figure 5 This is a schematic diagram of the settlement and pricing module of the present invention;

[0050] Figure 6 This is a schematic diagram of the settlement processing module of the present invention. Detailed Implementation

[0051] The technical solution of the present invention will be further described in detail below with reference to the accompanying drawings:

[0052] A work order intelligent settlement system includes a cloud server, a smart terminal, and a third-party cloud platform. The cloud server interacts with the smart terminal via WiFi. The smart terminal has a built-in settlement basic data module, a data acquisition module, a data formatting module, an audit and verification module, a settlement pricing module, and a settlement processing module.

[0053] The cloud server is used to store settlement data information from various fields, as well as cooperation agreement information signed with the unit.

[0054] The aforementioned settlement basic data module is a structured basic data module based on system standards, including settlement type definition, settlement parts catalog definition, settlement price system definition, settlement object unit definition, verification rule definition, and batch price rule definition. These defined data are the basis and basis for processing during the settlement process.

[0055] The data acquisition module mainly includes two functions: settlement basic data and data acquisition. It sends the settlement information established by the operator's instructions to the cloud server, thereby extracting the original data of the settlement object to create a settlement ID.

[0056] The data formatting module matches the raw data sent by the data acquisition module with the structured basic data defined by the settlement basic data module to generate standardized settlement data, which the operator can then improve.

[0057] The aforementioned audit and verification module verifies the settlement data sent by the data formatting module against the custom verification standards in the settlement basic data module. If the verification fails, the audit and verification module will generate a problem record and send the message to the cloud server. If the verification passes, the data will be sent to the settlement approval module.

[0058] The settlement approval module matches and adjusts the correct data sent by the audit and verification module with the settlement information defined by the settlement basic data module to obtain relevant analysis results;

[0059] The settlement processing module sends the correct settlement data obtained by the settlement approval module to the third-party cloud platform and records the audit status.

[0060] The third-party cloud platform reviews the settlement data sent from the smart terminal and sends the results to the smart terminal in real time. The third-party cloud platform is equipped with a monitoring module, which is used to set the contractual period and send the results to the mobile terminal wirelessly.

[0061] Furthermore, the basic data includes, but is not limited to, settlement objects, settlement types, and verification rules.

[0062] A method for implementing intelligent settlement of work orders, comprising the following steps:

[0063] Write the signed contract data to the cloud server;

[0064] Define the basic data in the settlement system, and define the fee types, pricing system, verification rules, batch pricing rules, and settlement templates as needed;

[0065] Data collection involves selecting the appropriate pricing system, extracting the settlement work order set, and creating settlement IDs.

[0066] The settlement data formatting module selects a settlement template based on the collected calculation data and the chosen pricing system. This template is used to standardize the previously collected settlement data, generating standardized settlement data. Based on the generated standardized settlement data, manual review and editing are then incorporated to refine the settlement data, ultimately generating complete settlement data.

[0067] The audit and verification module automatically verifies the settlement data sent from the settlement data formatting module according to the verification rules defined in the settlement basic data module. It automatically matches the fee type set in the verification rules with the type in the settlement fee to verify the fee data according to the verification conditions. If the verification fails, the audit and verification module will generate a problem record and send the message to the cloud server. If the verification passes, the data will be sent to the settlement pricing module.

[0068] The settlement pricing process imports pricing rules defined in the settlement basic data module, such as price change rules caused by factors like return rate, tax rate, and delayed repair rate. Based on these system-defined rules, the current settlement data is statistically analyzed to derive the actual value of each pricing factor. This value is then compared with the standard value of each pricing factor. Following the comparison result, the settlement fee is updated and adjusted according to the pricing rules. The adjusted result is communicated to the quoting party, and the final settlement price is obtained after mutual agreement. If the quoting party does not accept the result, a new pricing settlement must be performed to arrive at the final total settlement price.

[0069] In the settlement process, the correct settlement data obtained from the settlement and pricing module is sent to the third-party cloud platform. At this time, the settlement prompts a "pending review" status. The third-party cloud platform will provide feedback based on the data. If it passes the review, it will send information to the settlement processing module to indicate "review passed". If the third-party cloud platform fails the review, it will send a message to the smart terminal, identify the error, and enter that state for reprocessing. At the same time, it will send a reminder message to the mobile device of the relevant person in charge. The third-party cloud platform will also send a message to the settlement processing module to indicate "review failed".

[0070] The third-party cloud platform also has a monitoring module. After the final settlement is completed, the third-party cloud platform will also provide feedback that "financial settlement is completed". This module will monitor such feedback. If this feedback status is not obtained in time within the specified period, a reminder message will be sent to ensure that the settlement process is completed within the time limit agreed upon by both parties.

Claims

1. A work order intelligent settlement system, characterized in that, It includes a cloud server, a smart terminal, and a third-party cloud platform. The cloud server interacts with the smart terminal via WiFi. The smart terminal has a built-in settlement basic data module, a data acquisition module, a data formatting module, an audit and verification module, a settlement pricing module, and a settlement processing module. The cloud server is used to store settlement data and information on cooperating units in various fields; The aforementioned settlement basic data module is a structured basic data module based on settlement information customized in the cloud server; The data acquisition module sends the settlement information established by the operator's instructions to the cloud server. This allows us to extract the original data of the settlement object and create a settlement ID. The data formatting module matches the raw data sent by the data acquisition module with the structured basic data defined by the settlement basic data module to generate standardized settlement data, which the operator can then improve. The aforementioned audit and verification module verifies the settlement data sent by the data formatting module against the custom verification standards in the settlement basic data module. If the verification fails, the audit and verification module generates a problem record and sends the message to the cloud server. If the verification passes, the data is sent to the settlement approval module. The settlement approval module matches and adjusts the correct data sent by the audit and verification module with the settlement information defined by the settlement basic data module to obtain relevant analysis results; The settlement processing module sends the correct settlement data obtained by the settlement approval module to the third-party cloud platform and records the audit status. The third-party cloud platform reviews the settlement data sent from the smart terminal and sends the results to the smart terminal in real time. The third-party cloud platform is equipped with a monitoring module for setting the contractual period and sending the results to the mobile terminal via wireless transmission. The basic data includes the settlement object, settlement type, and verification rules.

2. A method for implementing intelligent settlement of work orders, characterized in that, include: Write the signed contract data to the cloud server; Define the basic data in the settlement system, and define the fee types, pricing system, verification rules, batch pricing rules, and settlement templates as needed; Data collection involves selecting the appropriate pricing system, extracting the settlement work order set, and creating settlement IDs. Settlement data formatting: Standardized data for work order settlement is automatically generated based on the basic data defined in the system, and then manually edited and improved. Audit and verification: Automatically verify settlement data according to the verification rules defined in the system; Settlement pricing involves processing fees according to the settlement rules defined in the system to arrive at the total settlement price. Settlement processing involves data interaction with third-party financial systems to confirm the generation of reports and the archiving of data; The aforementioned verification rules are used to automatically verify settlement data. The system customizes the screen according to the provided visualization rules, and customizes the elements of the settlement data according to different rules and settlement status. The elements include strategy settings, which are the strategy schemes that need to be matched in the settlement status. The settlement data formatting process includes the following steps: Based on the collected settlement data and the selected pricing system, a settlement template is selected, and the previously collected settlement data is standardized using this settlement template to generate standardized settlement data. Based on the generated standardized settlement data, manual review and editing are introduced to improve the settlement data; Finally, complete settlement data is generated; The aforementioned audit and verification processing steps include: First, import the generated complete settlement data and defined verification rules; The system performs automatic verification according to the rules. It automatically matches the fee types set in the verification rules with the types in the settlement fees, thereby verifying the fee data according to the verification conditions. If the verification fails, a problem record is generated and a message is sent to the mobile terminal; The settlement and pricing processing steps are as follows: Import the defined batch pricing rules; Statistical analysis is performed on the current settlement data based on the pricing factors defined in the pricing rules to obtain the actual values ​​of each pricing factor. The actual values ​​obtained are compared with the standard values ​​of the pricing factors to obtain the comparison results; Based on the comparison results, the settlement fees are updated and adjusted according to the pricing rules. The adjusted results are then communicated to the bidding party. After both parties negotiate and confirm, the final settlement price is obtained. If the bidding party does not agree, Then a new price settlement must be carried out; The settlement processing steps include: The final settlement data is sent to the financial system, and the settlement enters the "settlement submitted, finance not confirmed" status. The financial system will provide a confirmation response. If the confirmation is successful, the process will proceed to settlement submission, and the financial system will confirm the transaction. If the financial confirmation fails, the system will automatically identify and return to a previous settlement status based on the reason for the feedback, and send a message to the mobile terminal to notify the person in charge of the relevant unit. The financial system will also provide a "financial settlement completed" feedback after the final settlement is completed. This module will monitor such feedback and will issue a reminder if the feedback status is not obtained in a timely manner within the specified period to ensure that the settlement process is completed within the time limit agreed upon by both parties. Settlement reports are automatically generated for settled data, and the data is archived and stored in the maintenance system.

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