A method and system for making contract text

Abstract

This article provides a contract text production method and system, wherein the contract template management method includes: establishing a data file and a contract template file, wherein the data file defines configuration information of element items, and the contract template file includes fixed content and the same element items as those in the data file; establishing a list file corresponding to at least one contract template file, wherein the list file defines configuration information of supplementary items, and is used to supplement the data of supplementary items in the list file to the contract template file when the contract is produced. This article makes the contract template more standardized, and is also conducive to the production of contract texts and reduces the pressure on contract production personnel.

Description

Technical Field

[0001] This article relates to the field of contract management, and in particular to a contract text preparation method and system. Background Art

[0002] In the existing technology, most of the contract texts for corporate credit management (including but not limited to the banking field) are managed offline. This will bring the following problems:

[0003] 1. Different types of businesses use different contract templates, and for newly developed products or contracts with different companies, the types of templates used are also different. The traditional contract text management method can no longer adapt to the rapid development of the current business. Contract makers may need to produce hundreds of contract text templates to meet different business needs. The management of a large number of contract text templates brings a lot of workload to contract makers. In addition, the formulation of contract templates involves risk control and the standardization of business signing. If all of them are managed offline, it will cause certain risks.

[0004] 2. The offline production of contract texts, for different templates, in addition to the large differences in the input items, there are many and complicated input items, especially some business-related information items, which have a greater risk of input errors. Contract production personnel have to deal with such tedious matters under the heavy workload, which will reduce the company's output. How to reduce the workload of business personnel, make these contract texts online, standardized and intelligent, and improve the work efficiency of business personnel is also a problem faced by the credit field.

[0005] 3. If the production, review, signing and management of contract texts are all done offline, they will be out of touch with the online credit business approval process. This model of offline contract text management and online credit business approval is not conducive to the standardization of process management. As supervision becomes more and more stringent, higher requirements are put forward for the production and management of contract texts in the credit field, and this model will inevitably be replaced.

[0006] Contract text preparation is an important part of credit business process management. How to integrate contract text preparation into the integrated process of credit business process management is a problem faced by intelligent and process-based online credit review. Summary of the invention

[0007] This article aims to solve the defects in the existing technology that offline management of contract texts has the problems of inconvenient management of contract templates, high input pressure and risk of input errors in offline production of contract texts, and is disconnected from the online business approval process, which is not conducive to standardized management.

[0008] In order to solve the above technical problems, a first aspect of this document provides a contract template management method, including:

[0009] Establishing a data file and a contract template file, wherein the data file defines configuration information of element items, and the contract template file includes fixed content and the same element items as those in the data file;

[0010] A manifest file corresponding to at least one contract template file is established, wherein the manifest file defines configuration information of supplementary items for use in supplementing the data of the supplementary items in the manifest file into the contract template file during contract preparation.

[0011] In a further embodiment of the contract template management method, the configuration information of the element item includes: element item identification, configuration requirements and assignment code;

[0012] The element item identifier is used to associate the contract template file with the data file;

[0013] The configuration requirements are used to limit the input form of the element items;

[0014] The assignment code is used to determine an extraction rule for the element item data from a pre-configured rule set, thereby acquiring the element item data according to the extraction rule.

[0015] In a further embodiment of the contract template management method, after the contract template file is prepared, the method further includes:

[0016] The contract template file, data file and list file are sent to the reviewer. After the reviewer approves them, the contract template file, data file and list file are stored in the contract template database.

[0017] The second aspect of this invention provides a method for preparing a contract text, comprising:

[0018] Receive contract preparation requests initiated by business personnel based on business approval information;

[0019] According to the contract preparation request, guide the business personnel to enter the list file;

[0020] receiving a contract template file selected by a contract preparation staff, wherein the contract template file is associated with the list file;

[0021] Matching the element item data of the data file associated with the contract template file from the business approval information, and filling the matched element item data into the contract template file;

[0022] guiding the contract preparation personnel to enter the unmatched element item data, and filling the element item data entered by the contract preparation personnel into the contract template file;

[0023] Create the contract text based on the filled contract template file and the list file.

[0024] In a further embodiment of the contract text preparation method, the element items in the data file include: business personnel related element items and business personnel irrelevant element items;

[0025] Before receiving the list file entered by the business personnel, it also includes: receiving the business personnel-related element item data entered by the business personnel;

[0026] Guiding the contract production personnel to enter unmatched element item data further includes: guiding the contract production personnel to enter unmatched element item data that is irrelevant to the business personnel.

[0027] In a further embodiment of the contract text preparation method, guiding the business personnel to enter the list file according to the contract preparation request includes:

[0028] Generate and display a list file selection interface according to the contract making request;

[0029] Receiving a list file selected by a business person according to the list file selection interface;

[0030] Matching the supplementary item data that matches the list file from the business approval information, and filling the matched supplementary item data into the corresponding supplementary item of the list file;

[0031] Generate and display a list information entry interface according to the filled supplementary items and the unmatched supplementary items, the list information entry interface including a supplementary item entry box;

[0032] The supplementary item data entered by the business personnel according to the supplementary item entry box is supplemented to the corresponding supplementary item of the list file.

[0033] In a further embodiment of the contract text preparation method, the list information entry interface further includes: a historical list file acquisition item;

[0034] The method also includes: obtaining the most recently filled-in historical list files according to a trigger request for obtaining the historical list file item sent by the business personnel, and assigning values ​​to the supplementary item entry boxes in the list information entry interface according to the most recently filled-in historical list files.

[0035] In a further embodiment of the contract text preparation method, guiding the contract preparation personnel to enter the unmatched element item data includes:

[0036] Based on the filled element items and the unmatched element items, an element item entry interface is generated and displayed, so that the contract production personnel can enter the unmatched element item data according to the element item entry interface.

[0037] In a further embodiment of the contract text preparation method, the element item entry interface further includes: a historical element item entry information acquisition item;

[0038] The method further includes: obtaining the texts of the most recent M contracts according to a trigger request for obtaining the historical element item entry information sent by the contract preparation personnel, and assigning values ​​to the element items in the element item entry interface according to the texts of the most recent M contracts.

[0039] In a further embodiment of the method for preparing a contract text, after completing the preparation of the contract document, the method further includes:

[0040] The prepared contract text is sent to the reviewer, and after the reviewer approves it, an electronic document of the contract text is generated.

[0041] In a further embodiment of the method for preparing a contract text, after preparing the contract text, the method further comprises:

[0042] Add a unique identifier to the contract text;

[0043] Generate an electronic document of the contract text based on the contract text with a unique identifier added.

[0044] A third aspect of the present invention provides a contract template management system, including:

[0045] A first configuration module is used to establish a data file and a contract template file, wherein the data file defines configuration information of element items, and the contract template file includes fixed content and the same element items as those in the data file;

[0046] The second configuration module is used to establish a manifest file corresponding to at least one contract template file, wherein the manifest file defines configuration information of supplementary items for use in supplementing the data of the supplementary items in the manifest file into the contract template file during contract preparation.

[0047] A fourth aspect of the present invention provides a contract text production system, including:

[0048] The first input module is used to receive a contract preparation request initiated by a business person according to business approval information; and guide the business person to enter a list file according to the contract preparation request;

[0049] The second input module is used to receive a contract template file selected by a contract preparation staff, wherein the contract template file is associated with the list file; match the element item data of the data file associated with the contract template file from the business approval information, and fill the matched element item data into the contract template file; guide the contract preparation staff to enter the unmatched element item data, and fill the unmatched element item data into the contract template file;

[0050] The contract text production module is used to produce the contract text according to the filled contract template file and the list file.

[0051] The fifth aspect of this article provides a computer device, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements a contract text preparation method when executing the computer program.

[0052] A sixth aspect of the present invention provides a computer-readable storage medium storing an executable computer program, which implements a contract text preparation method when executed by a processor.

[0053] The contract template management method provided in this article can improve the management of contract templates and make contract templates more standardized. In addition, it is also conducive to the production of contract texts and reduces the pressure on contract production personnel. The contract text production method provided in this article can associate the online business approval process with the contract production process. The business personnel enter the list file, automatically fill in the element item data in the data file according to the business approval information, and the contract management personnel enter the element item data that is not automatically filled in the data file. It can reduce the work pressure of the contract production post and improve the efficiency of contract text production. At the same time, it can also reduce the error rate of manual filling and the risk of contract production.

[0054] In order to make the above and other purposes, features and advantages of this article more obvious and easy to understand, the following specifically cites preferred embodiments and describes them in detail with reference to the accompanying drawings. BRIEF DESCRIPTION OF THE DRAWINGS

[0055] In order to more clearly illustrate the technical solutions in the embodiments of this article or the prior art, the drawings required for use in the embodiments or the prior art descriptions are briefly introduced below. Obviously, the drawings described below are only some embodiments of this article. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.

[0056] Figure 1 A first flow chart of the contract template management method according to an embodiment of this invention is shown;

[0057] Figure 2The one-to-one correspondence between the contract template file and the data file in the embodiment of this article is shown;

[0058] Figure 3 A first flow chart of the method for preparing a contract text in the embodiment of this invention is shown;

[0059] Figure 4A to Figure 4H The following is a schematic diagram of the operation interface of the client contract making system in the embodiment of this article;

[0060] Figure 5 A flowchart of guiding business personnel to enter a list file according to the embodiment of this article is shown;

[0061] Figure 6 A second flow chart of the method for preparing a contract text in the embodiment of this invention is shown;

[0062] Figure 7 A third flow chart of the method for preparing a contract text according to the embodiment of this invention is shown;

[0063] Figure 8 The structure diagram of the contract template management system of the embodiment of this article is shown;

[0064] Fig. 9 The structure diagram of the contract text making system applicable to the server side of the embodiment of this article is shown;

[0065] Fig.10 A structural diagram of a computer device according to an embodiment of this invention is shown.

[0066] Description of the accompanying symbols:

[0067] 810. A first configuration module;

[0068] 820, second configuration module;

[0069] 910, first input module;

[0070] 920, second input module;

[0071] 930. Contract text making module;

[0072] 1002. Computer equipment;

[0073] 1004. Processor;

[0074] 1006. Memory;

[0075] 1008. Driving mechanism;

[0076] 1010, input / output module;

[0077] 1012. Input equipment;

[0078] 1014. Output device;

[0079] 1016. Presentation equipment;

[0080] 1018. Graphical user interface;

[0081] 1020. Network interface;

[0082] 1022. Communication link;

[0083] 1024. Communication bus. DETAILED DESCRIPTION

[0084] The following will be combined with the drawings in the embodiments of this article to clearly and completely describe the technical solutions in the embodiments of this article. Obviously, the described embodiments are only part of the embodiments of this article, not all of the embodiments. Based on the embodiments of this article, all other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of this article.

[0085] In the prior art, contract template management is achieved by storing contract template files, without distinguishing the types of items to be entered in the contract. This contract template management method will increase the number of items to be managed and has the defect of being inconvenient to manage. The existing contract text production usually adopts the method of printing online contract templates, and the contract entry personnel enter the items offline or enter the items online in the contract template. This method of contract text production has the defects of high input pressure for contract entry personnel, risk of input errors, disconnection from the online business approval process (the production of the contract text is started after the business approval is passed), and is not conducive to the standardized management of contracts.

[0086] In order to solve the above defects in the existing contract template management, in one embodiment of this invention, Figure 1 As shown, a contract template management method is provided, including:

[0087] Step 110, establishing a data file and a contract template file, wherein the data file defines configuration information of element items, and the contract template file includes fixed content and the same element items as those in the data file.

[0088] Step 120, establishing a manifest file corresponding to at least one contract template file, wherein the manifest file defines configuration information of supplementary items for use in supplementing the data of the supplementary items in the manifest file into the contract template file during contract preparation.

[0089] The contract template management method provided in this article can realize the management of contract templates in a hierarchical manner by establishing data files and list files, as well as the association relationship between data files, list files and contract template files, making contract templates more standardized. In addition, it is also conducive to the hierarchical production of contract texts and reduces the pressure on contract production personnel.

[0090] In detail, the data file format is an EXCEL file, and the configuration information of the element items includes but is not limited to: element item identification, configuration requirements and assignment codes.

[0091] The element item identifier is used to associate the contract template file and the data file. The element item is the basic information of the contract, which can also be called differentiated information, such as the name of Party A and Party B, contact information, zip code, etc.

[0092] Configuration requirements are used to limit the entry form of element items.

[0093] The assignment code is used to determine the extraction rules for obtaining the element item data from a pre-configured rule set, thereby extracting the element item data according to the extraction rules.

[0094] The contract template file is an electronic document used for contract text production. The format is WORD. The contract template file contains two parts. One part is the content of the contract text, which cannot be changed; the other part is the elements, which are information items that need to be entered by the contract production personnel. The elements in the contract template file correspond to the elements in the data file one by one, such as Figure 2 As shown, through this configuration, the computer will establish an association between the uploaded contract template file and the data file, and parse the WORD document and the EXCEL document. The variables in the contract template file need to be defined with the "${}" keyword, and the same English variables are filled in the corresponding columns in EXCEL to achieve the purpose of binding the variables in the contract template file and the data file. When the contract text maker makes the contract text, selects a certain contract template file, the system will parse the WORD document saved in the background, and the data of each variable position will be displayed according to the configuration rules of the variable in the data file. After the contract text maker completes the data entry, it will be saved to the database in the form of KEY-VALUE.

[0095] In some implementations, the data file is shown in Table 1:

[0096] Table 1

[0097]

[0098]

[0099] The description of each field in Table 1 is as follows:

[0100] 1. Contract element serial number: fill in the serial number of each field in order;

[0101] 2. Contract element code: Enter all field names defined in the contract template file (this column must contain all field elements that need to take values ​​in the contract template, and the entered field names must be completely consistent with those in the contract template file);

[0102] 3. Element name: Enter the Chinese description of each field element (the Chinese description of the field entered in this column is used as the field name displayed on the interface when the account manager references the template to enter the element, so this field should also clearly state the meaning of the field);

[0103] 4. Type to be filled in: Define the form of field entry (currently supports three text input methods: "single-line text input", "multi-line text box", and "radio box");

[0104] 5. Standard length of elements: defines the length of each field input box (the number entered in this column defines the size of the field input box, so when defining the value of this column, you need to fully consider the length that may be required for the field. If the length is not defined enough, the text input will be too long, which will cause text deformation);

[0105] 6. Maximum length of element: defines the maximum number of characters that can be entered for each field element (the number entered in this column defines the maximum number of characters that can be entered in the field, so when defining the value of this column, you also need to fully consider the maximum length that can be entered in the field);

[0106] 7. Whether to wrap: If you fill in "Yes", it means that after the field is entered, it will automatically wrap if it meets a certain length; if you fill in "No", it means that it will not wrap even if the length is too long;

[0107] 8. Public index: This field can be filled in as "No" at present;

[0108] 9. Constraints: Define fixed options for a field (e.g., only the date format can be entered or only 1 or 2 values ​​can be selected, etc.);

[0109] 10. Whether to automatically display: Define that the field value is automatically taken from the value filled in the business application process and directly displayed on the agreement or text (when the value code is entered as "yes", the value of this space is generally also entered as "yes");

[0110] 11. Value Code: Define the field value to be automatically taken from the value filled in during the business application process. The value accessed from the database during the business application process is taken according to the filled in code field name (the entry of the code value is restricted).

[0111] The pre-configured rule set is used to realize automatic value assignment. In a specific embodiment, as shown in Table 2, the pre-configured rule set is configured with variables, such as the business application amount. The rule set is defined, and the value is taken from the application amount of the business information in the business application. The English name of the field is ywxx_sqje. As long as the value code in the data file is configured the same as the field, in the contract text production link, the business application amount in the contract text will be automatically assigned the business application amount approved when the business application is applied, so as to reduce the data items entered by the business personnel, reduce the risk of entering wrong data, and improve the efficiency of contract text production.

[0112] Table 2

[0113]

[0114] The checklist file is used in conjunction with the contract template file in the form of an EXCEL file for filling in supplementary information. The EXCEL file specifies the supplementary items and data format length of the checklist; the checklist is filled in by the contract drafter and brought into the contract text to supplement the associated data items in the template file.

[0115] In a specific embodiment of this invention, the definition of the manifest file is shown in Table 3.

[0116] Table 3

[0117]

[0118] 1. Master-slave contract: defines whether the template is a master contract or a slave contract;

[0119] 2. Contract type: defines the type of the contract text;

[0120] 3. Contract name: defines the name of the contract text;

[0121] 4. Field name: Enter the Chinese description of each field (the Chinese description of the field entered in this column is used for the field name displayed on the interface when business personnel refer to the list file to enter supplementary items, so this field should also clearly state the meaning of the field);

[0122] 5. Contract Supplementary Element Code: Enter all field names defined in the list file;

[0123] 6. Data type: defines the form of field entry (if it is a drop-down option, a separator must be used in the option column to define the drop-down value);

[0124] 7. Standard length of elements: defines the length of each field input box (the number entered in this column defines the size of the field input box, so when defining the value of this column, you need to fully consider the length that may be required for the field. If the length is not defined enough, the text input will be too long, which will cause text deformation);

[0125] 8. Maximum length of elements: Define the maximum number of characters that can be entered for each field element (the number entered in this column defines the maximum number of characters that can be entered in the field. Therefore, when defining the value of this column, the maximum length that the field may be entered should also be fully considered);

[0126] 9. Whether to wrap lines: Filling in "Yes" means that after the field is entered and reaches a certain length, it will automatically wrap lines. "No" means that it will not wrap lines even if the length exceeds the limit;

[0127] 10. Options: If the data type is selected as a dropdown, dropdown options need to be defined for this field;

[0128] 11. Whether it is required: Verify whether this verification is required on the page;

[0129] 12. Constraint conditions: Define the fixed options for the field (such as only being able to enter a date format or only being able to select values of 1 or 2, etc.);

[0130] 13. Default value: Define the default value of this field on the page.

[0131] If the assignment rule in the data template file defines the following rule:

[0132] {if($bcxx_ld_dkll = "fixed interest rate", "(i)

[0133] ", {if$bcxx_ld_dkll = "fixed interest rate", "(ii)

[0134] ", {if$bcxx_ld_dkll = "other", "(iii)})})}

[0135] It means that if the value condition of the contract supplementary element code bcxx_ld_dkll in the data item list is the corresponding value, the variable of the contract element code configured in the data item corresponding to the variable in the contract text made in WORD will be automatically assigned the corresponding value.

[0136] Therefore, after the data items configured in the list file are entered in the previous link of contract text production, they will be automatically assigned to the corresponding variables configured in the contract template. For multiple data items in the contract template, if they depend on one data item in the list file, the above rules can be configured, and the system will automatically assign the data items in the contract template, reducing the workload of the contract text position in contract text production.

[0137] In one embodiment of the present invention, after completing the above-mentioned contract template configuration, in order to ensure the correctness of the configured contract template, the contract template file, data file and list file are also sent to the reviewer. After the reviewer passes the review, the contract template file, data file and list file are stored in the contract template database.

[0138] The contract template management method and contract text production method provided in this article are mainly applicable to loan contracts. In the normal credit contract signing process, after the customer has the intention to borrow money, he / she initiates a business application under the credit limit and completes the approval of the business process. After obtaining the business approval, the business personnel will sign the contract text offline with the customer under the approval framework, and at the same time, conduct the contract approval online to follow the loan process.

[0139] Therefore, the preparation of contract texts generally relies on the business approval information in the credit business process. In the prior art, contract texts are conducted offline, which has the disadvantages of high input pressure, risk of input errors, and disconnection from the online business approval process, which is not conducive to standardized management. Based on this, this article provides a contract text preparation method. The contract text preparation method described in this embodiment is applicable to the server side, and is used in conjunction with the server side with a client contract preparation system for business personnel and contract management personnel. The contract preparation system can be implemented in the form of a web page or an APP, thereby guiding business personnel and contract management personnel to jointly complete the contract preparation. Specifically, if Figure 3 As shown, the contract text preparation method includes:

[0140] 1. Contract Application Stage

[0141] Step 310: receiving a contract preparation request initiated by a business person according to the business approval information.

[0142] Specifically, the business personnel are the personnel who directly contact the customers, such as account managers. In specific implementation, the client contract making system records the approved business approval information, such as Figure 4A As shown, business personnel can view approved business items under My Information, select one of the approved business items, and then click the Contract Production Request button to initiate a contract production request. Business personnel can set the operation interface in the client contract production system according to their needs, and this article does not limit this.

[0143] The contract preparation request includes business approval information.

[0144] Step 320: guide the business personnel to enter the list file according to the contract preparation request.

[0145] In detail, Figure 5 As shown, step 320 guides the business personnel to enter the list file according to the contract making request, including:

[0146] Step 321: Generate and display a list file selection interface based on the contract production request. Figure 4B As shown, the contract type and contract name are items in the list file. The list file can be determined by selecting the contract type and contract name.

[0147] Step 322: receiving the list file selected by the business personnel according to the list file selection interface.

[0148] Step 323: Match the supplementary item data that matches the list file from the business approval information, and fill the matched supplementary item data into the corresponding supplementary item of the list file.

[0149] Step 324: Generate and display a list information entry interface based on the filled supplementary items and the unmatched supplementary items, wherein the list information entry interface includes a supplementary item entry box. Figure 4C As shown, the gray font area is the information automatically filled in according to the business approval information, that is, the supplementary items have been filled in, and the blank area is the information that needs to be filled in by the business personnel.

[0150] Step 325, the supplementary item data entered by the business personnel according to the supplementary item entry box is added to the corresponding supplementary item in the list file, thereby completing the list information configuration.

[0151] In specific implementation, in order to improve the efficiency of information entry, the list information entry interface also includes: historical list file acquisition items, such as Figure 4C The import history list item in .

[0152] The contract making method on the server side also includes: obtaining the most recent N filled-in historical list files according to the trigger request for obtaining items in the historical list files sent by the business personnel, and assigning values ​​to the supplementary item entry boxes in the list information entry interface according to the most recent N filled-in historical list files. In specific implementation, the server side can automatically fill in the information according to the most recent N historical list files, and can also generate a historical list file selection interface, such as Figure 4D As shown, the business personnel selects a history list file, and the server fills in the blank supplementary item entry box according to the history list file selected by the business personnel.

[0153] The client contract making system can also provide operation buttons such as "modify" and "delete" for the list file so that the business personnel can adjust the list file. If the business personnel need to make other contract texts, the above steps 310 and 320 can be repeated.

[0154] The client contract making system can also provide an operation for uploading contract making related materials, so that business personnel can upload contract making related documents to the server.

[0155] After the business personnel enter the list file, the server will feed back the relevant information to the auditor, such as the department head. After receiving the auditor's confirmation information, the prepared list file will be provided to the contract maker, and the following steps will be performed according to the contract maker's operation.

[0156] 2. Contract Preparation Stage

[0157] Step 330, receiving a contract template file selected by a contract preparation staff, wherein the contract template file is associated with the inventory file.

[0158] In detail, the contract preparation personnel are personnel who prepare contracts in the prior art. In specific implementation, the client contract preparation system records the initiated contract text preparation application. The contract preparation personnel can prepare the contract in the "work list". The list file corresponds to at least one contract template. The contract preparation personnel need to select which template to use. Correspondingly, the operation interface in the client contract preparation system is as follows: Figure 4E As shown in the figure, the contract maker can click the Select List Creation button to display the list that the business maker has entered, such as Figure 4F shown.

[0159] Step 340, matching the element item data of the data file associated with the contract template file from the business approval information, and filling the matched element item data into the contract template file.

[0160] Because the contract template file, list file and data file are interrelated when the contract template is created, after the contract creator selects a contract text to create the list and contract template file, the server obtains data from the business approval information according to the value encoding and assignment rules configured in the data file and displays the fields of each element of the contract text, such as Figure 4G The key items of the contract text are also stored in the format of large fields, and the storage content of the large field is spliced ​​in the form of KEY-VALUE.

[0161] Step 350, guiding the contract preparation personnel to input the unmatched element item data, and filling the element item data input by the contract preparation personnel into the contract template file.

[0162] Specifically, guiding the contract making personnel to enter the unmatched element item data includes: generating and displaying an element item entry interface according to the filled element items and the unmatched element items, such as Figure 4GAs shown, the contract production personnel can enter the unmatched element item data according to the element item entry interface.

[0163] In some specific implementations, in order to improve the efficiency of element entry, the element entry interface also includes: a historical element entry information acquisition item. The contract preparation staff sends a trigger request for the historical element entry information acquisition item to the server by clicking the acquisition item. After receiving the request, the server obtains the texts of the most recent M contracts and assigns the element items in the element entry interface according to the texts of the most recent M contracts.

[0164] Step 360, the contract text is prepared according to the filled contract template file and the list file, that is, the content in the list file is added to the filled contract template file to obtain a complete contract text.

[0165] The contract text preparation method provided in this embodiment can associate the online business approval process with the contract preparation process. The business personnel enter the list file, automatically fill in the element item data in the data file according to the business approval information, and the contract management personnel enter the element item data that is not automatically filled in the data file. This can reduce the work pressure of the contract preparation post and improve the efficiency of contract text preparation. At the same time, it can also reduce the error rate of manual filling and the risk of contract preparation.

[0166] In one embodiment of the present invention, since the business personnel are in direct contact with the customer, some basic information of the customer needs to be obtained before initiating the production of the contract text. This basic information is part of the information written into the contract text. Therefore, it can be summarized that the elements in the data file include: business personnel-related element items (i.e., basic customer information that needs to be collected in advance) and business personnel-irrelevant element items.

[0167] Based on this, in order to avoid the subsequent contract production personnel from re-determining this information and increasing the burden on the contract production personnel, the basic information can be entered by the business personnel. Specifically, before the above step 320, the following steps are also included:

[0168] Step 311, receiving the business personnel-related factor item data entered by the business personnel.

[0169] In specific implementation, the client contract making system Figure 4A After operating the interface shown, you will be redirected to Figure 4H The interface shown is for business personnel to enter the element data associated with the business personnel, that is, basic data. After receiving the basic information entered by the business personnel, the server will temporarily store it in the memory, and after the contract preparation personnel select the contract template file, it will enter it into the contract template file.

[0170] The above step 350 is further as follows: Step 350', guiding the contract production personnel to input the element data that is not matched and irrelevant to the business personnel, that is, removing the matched element data and the element data related to the business personnel in the data file, and sending the remaining element data to the contract production personnel.

[0171] In one embodiment of this invention, Figure 6 As shown, after completing the contract document preparation, it also includes:

[0172] Step 370, send the prepared contract text to the reviewer. After the reviewer approves it, execute step 360 to generate an electronic document of the contract text.

[0173] This embodiment can ensure the correctness of the contract text and avoid errors.

[0174] In one embodiment of this invention, Figure 7 As shown, after completing the contract document preparation, it also includes:

[0175] Step 371, add a unique identifier to the contract text. Specifically, the unique identifier is, for example, a one-dimensional code, a two-dimensional code, a watermark, etc. Any identifier that can uniquely represent the contract text is included in the scope of the unique identifier described herein.

[0176] Step 372, generating an electronic document of the contract text based on the contract text with the unique identifier added, that is, adding the unique identifier to the contract text.

[0177] This embodiment can ensure the security of the contract text and improve risk prevention and control capabilities.

[0178] Specifically, if the unique identifier is a QR code, the QR code stores information for verifying the authenticity of the contract. The user can scan the QR code through a QR code scanning APP in a mobile terminal (such as a mobile phone), thereby sending the transaction to the server to query the authenticity of the contract text.

[0179] In one embodiment of this invention, in order to ensure the consistency and unified management of the electronic contract text document and the offline paper contract, the paper contract text number is generated online instead of offline. When the business personnel enter the basic information, they also enter the paper contract number and associate the paper contract number with the electronic contract text document.

[0180] Based on the same inventive concept, this article also provides a contract template management system and a contract text production system, as described in the following embodiments. Since the principles of solving problems by the contract template management system and the contract text production system are similar to those of the contract template management method and the contract text production method, the implementation of the contract template management system and the contract text production system can refer to the contract template management method and the contract text production method, and the repeated parts will not be repeated.

[0181] Specifically, Figure 8 As shown, the contract template management system includes:

[0182] A first configuration module 810 is used to establish a data file and a contract template file, wherein the data file defines configuration information of element items, and the contract template file includes fixed content and the same element items as those in the data file;

[0183] The second configuration module 820 is used to establish a manifest file corresponding to at least one contract template file, wherein the manifest file defines configuration information of supplementary items for supplementing the data of the supplementary items in the manifest file into the contract template file during contract preparation.

[0184] like Fig. 9 As shown, the contract text making system applicable to the server side includes:

[0185] The first input module 910 is used to receive a contract preparation request initiated by a business person according to business approval information; and guide the business person to enter a list file according to the contract preparation request;

[0186] The second input module 920 is used to receive a contract template file selected by a contract preparation staff, wherein the contract template file is associated with the list file; match the element item data of the data file associated with the contract template file from the business approval information, and fill the matched element item data into the contract template file; guide the contract preparation staff to enter the unmatched element item data, and fill the element item data entered by the contract preparation staff into the contract template file;

[0187] The contract text making module 930 is used to make a contract text according to the filled contract template file and the list file.

[0188] The contract template management method, contract text production method and system provided in this article can achieve the following technical effects:

[0189] (1) The contract text preparation in this article is an important part of business process management. After implementation, it can fill the current situation where contract texts have always been filled out manually offline and cannot be managed uniformly online, thus making contract management integrated.

[0190] (2) Effectively manage contract templates, put the prepared and approved templates into the system's template library, and use them uniformly to make contract templates more standardized.

[0191] (3) By associating business with contract text production, the input items for contract text production are automatically filled in; at the same time, business personnel enter the list file, which is automatically assigned to the contract template text, and the contract production personnel enter the element item information. This can reduce the workload of the contract text production position from two aspects and improve the efficiency of contract text production.

[0192] (4) Online approval of the contract document production process reduces the error rate of manual filling in the contract text during the signing process. At the same time, multi-position approval can effectively reduce the risk of contract text production.

[0193] (5) The watermark and QR code of the contract text can enhance risk prevention and control.

[0194] (6) The contract application process is linked to the contract text, which enables the content of the contract text to be reviewed while the contract is being reviewed, making it convenient for the approver to review the contract application online, thus making the entire process electronic.

[0195] In one embodiment of the present invention, a computer device is also provided, such as Fig.10 As shown, the computer device 1002 may include one or more processors 1004, such as one or more central processing units (CPUs), each of which may implement one or more hardware threads. The computer device 1002 may also include any memory 1006, which is used to store any kind of information such as code, settings, data, etc. Non-limitingly, for example, the memory 1006 may include any one or more combinations of the following: any type of RAM, any type of ROM, flash memory device, hard disk, optical disk, etc. More generally, any memory may use any technology to store information. Further, any memory may provide volatile or non-volatile retention of information. Further, any memory may represent a fixed or removable component of the computer device 1002. In one case, when the processor 1004 executes an associated instruction stored in any memory or a combination of memories, the computer device 1002 may perform any operation of the associated instruction. The computer device 1002 also includes one or more drive mechanisms 1008 for interacting with any memory, such as a hard disk drive mechanism, an optical disk drive mechanism, etc.

[0196] The computer device 1002 may also include an input / output module 1010 (I / O) for receiving various inputs (via an input device 1012) and for providing various outputs (via an output device 1014). A specific output mechanism may include a presentation device 1016 and an associated graphical user interface 1018 (GUI). In other embodiments, the input / output module 1010 (I / O), the input device 1012, and the output device 1014 may not be included, and the computer device 1002 may be used as only one computer device in the network. The computer device 1002 may also include one or more network interfaces 1020 for exchanging data with other devices via one or more communication links 1022. One or more communication buses 1024 couple the components described above together.

[0197] The communication link 1022 may be implemented in any manner, for example, through a local area network, a wide area network (e.g., the Internet), a point-to-point connection, etc., or any combination thereof. The communication link 1022 may include any combination of hardwired links, wireless links, routers, gateway functions, name servers, etc. governed by any protocol or combination of protocols.

[0198] In one embodiment of the present invention, a computer-readable storage medium is further provided, on which a computer program is stored. When the computer program is executed by a processor, the steps of the above-mentioned contract template management method or contract text preparation method are executed.

[0199] The embodiments of this invention also provide a computer-readable instruction, wherein when a processor executes the instruction, the program therein causes the processor to execute the steps of a contract template management method or a contract text production method.

[0200] It should be understood that in the various embodiments of this document, the size of the serial numbers of the above-mentioned processes does not mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments of this document.

[0201] It should also be understood that in the embodiments of this article, the term "and / or" is only a description of the association relationship of the associated objects, indicating that three relationships may exist. For example, A and / or B can represent: A exists alone, A and B exist at the same time, and B exists alone. In addition, the character " / " in this article generally indicates that the associated objects before and after are in an "or" relationship.

[0202] Those of ordinary skill in the art will appreciate that the units and algorithm steps of each example described in conjunction with the embodiments disclosed herein can be implemented in electronic hardware, computer software, or a combination of the two. In order to clearly illustrate the interchangeability of hardware and software, the composition and steps of each example have been generally described in terms of function in the above description. Whether these functions are performed in hardware or software depends on the specific application and design constraints of the technical solution. Professional and technical personnel can use different methods to implement the described functions for each specific application, but such implementation should not be considered to be beyond the scope of this article.

[0203] Those skilled in the art can clearly understand that, for the convenience and brevity of description, the specific working processes of the systems, devices and units described above can refer to the corresponding processes in the aforementioned method embodiments and will not be repeated here.

[0204] In the several embodiments provided herein, it should be understood that the disclosed systems, devices and methods can be implemented in other ways. For example, the device embodiments described above are only schematic, for example, the division of the units is only a logical function division, and there may be other division methods in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. In addition, the mutual coupling or direct coupling or communication connection shown or discussed can be an indirect coupling or communication connection through some interfaces, devices or units, or can be electrical, mechanical or other forms of connection.

[0205] The units described as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the embodiments of this article.

[0206] In addition, each functional unit in each embodiment of this invention may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit. The above integrated unit may be implemented in the form of hardware or in the form of software functional unit.

[0207] If the integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this article is essentially or the part that contributes to the prior art, or all or part of the technical solution can be embodied in the form of a software product, and the computer software product is stored in a storage medium, including a number of instructions to enable a computer device (which can be a personal computer, a server, or a network device, etc.) to perform all or part of the steps of the method described in each embodiment of this article. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), disk or optical disk and other media that can store program codes.

[0208] Specific embodiments are used in this article to illustrate the principles and implementation methods of this article. The description of the above embodiments is only used to help understand the methods and core ideas of this article. At the same time, for general technicians in this field, according to the ideas of this article, there will be changes in the specific implementation methods and application scopes. In summary, the content of this specification should not be understood as a limitation on this article.

Claims

1. A method for preparing a contract text, characterized in that: include: A business person initiates a contract preparation request based on business approval information. The business person is a person who interfaces with the customer. The business approval information comes from an approved business project. According to the contract making request, guiding the business personnel to enter a list file, wherein the list file defines configuration information of the supplementary items; Receive and associate contract template files and checklist files selected by contract makers; Matching the element item data of the data file associated with the contract template file from the business approval information, and filling the matched element item data into the contract template file, wherein the contract template file includes fixed content and the same element items as the associated data file, and the configuration information of the element items is defined in the data file; the configuration information of the element items includes: element item identification, configuration requirements and assignment codes; the element item identification is used to associate the contract template file with the data file; the configuration requirements are used to limit the input form of the element items; the assignment codes are used to determine the extraction rules of the element item data from the pre-configured rule set, so as to obtain the element item data according to the extraction rules; guiding the contract preparation personnel to enter the unmatched element item data, and filling the element item data entered by the contract preparation personnel into the contract template file; The data of the supplementary items in the list file associated with the contract template file are supplemented into the contract template file to obtain the contract text.

2. The method according to claim 1, characterized in that After the contract template document is completed, it also includes: The contract template file, data file and list file are sent to the reviewer. After the reviewer approves them, the contract template file, data file and list file are stored in the contract template database.

3. The method according to claim 1, characterized in that The element items in the data file include: business personnel related element items and business personnel irrelevant element items; Before receiving the list file entered by the business personnel, it also includes: receiving the business personnel-related element item data entered by the business personnel; Guiding the contract production personnel to enter unmatched element item data further includes: guiding the contract production personnel to enter unmatched element item data that is irrelevant to the business personnel.

4. The method according to claim 1, characterized in that According to the contract preparation request, guide the business personnel to enter the list file, including: Generate and display a list file selection interface according to the contract making request; Receiving a list file selected by a business person according to the list file selection interface; Matching the supplementary item data that matches the list file from the business approval information, and filling the matched supplementary item data into the corresponding supplementary item of the list file; Generate and display a list information entry interface according to the filled supplementary items and the unmatched supplementary items, the list information entry interface including a supplementary item entry box; The supplementary item data entered by the business personnel according to the supplementary item entry box is supplemented to the corresponding supplementary item of the list file.

5. The method according to claim 4, characterized in that The list information entry interface also includes: a historical list file acquisition item; The method also includes: obtaining the most recently filled-in historical list files according to a trigger request for obtaining the historical list file item sent by the business personnel, and assigning values ​​to the supplementary item entry boxes in the list information entry interface according to the most recently filled-in historical list files.

6. The method according to claim 1, characterized in that Guide the contract production personnel to enter the unmatched element data, including: Based on the filled element items and the unmatched element items, an element item entry interface is generated and displayed, so that the contract production personnel can enter the unmatched element item data according to the element item entry interface.

7. The method according to claim 6, characterized in that The element item entry interface also includes: a historical element item entry information acquisition item; The method also includes: obtaining the texts of the most recent M contracts according to a trigger request for obtaining the historical element item entry information sent by the contract preparation personnel, and assigning values ​​to the element items in the element item entry interface according to the most recent M contract texts.

8. The method according to claim 1, characterized in that After completing the contract document preparation, it also includes: The prepared contract text is sent to the reviewer, and after the reviewer approves it, an electronic document of the contract text is generated.

9. The method according to claim 1, characterized in that After the contract text is prepared, it also includes: Add a unique identifier to the contract text; Generate an electronic document of the contract text based on the contract text with a unique identifier added.

10. A contract text making system, characterized in that: include: The first input module is used to receive a contract preparation request initiated by a business person according to business approval information, wherein the business person is a person who interfaces with the customer; The business approval information is derived from the approved business items; according to the contract making request, the business personnel are guided to enter the list file, wherein the list file defines the configuration information of the supplementary items; The second input module is used to receive and associate the contract template file and the list file selected by the contract preparation personnel; match the element item data of the data file associated with the contract template file from the business approval information, and fill the matched element item data into the contract template file, wherein the contract template file includes fixed content and the same element items as the associated data file, and the configuration information of the element items is defined in the data file; the configuration information of the element items includes: element item identification, configuration requirements and assignment codes; the element item identification is used to associate the contract template file and the data file; the configuration requirements are used to limit the entry form of the element items; the assignment code is used to determine the extraction rules of the element item data from the pre-configured rule set, so as to obtain the element item data according to the extraction rules; guide the contract preparation personnel to enter the unmatched element item data, and fill the element item data entered by the contract preparation personnel into the contract template file; The contract text production module is used to add the data of the supplementary items in the list file associated with the contract template file to the contract template file to obtain the contract text.

11. A computer device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the computer program, the contract text preparation method described in any one of claims 1 to 9 is implemented.

12. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores an executable computer program, and when the computer program is executed by a processor, the contract text preparation method described in any one of claims 1 to 9 is implemented.

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