Product report template generation method, device, equipment and storage medium

By extracting and configuring the product report set, a configurable feature module is built, and a product report template is generated in combination with historical report templates and user instructions, which solves the problems of inefficient and inaccurate template generation in the existing technology, and achieves efficient and accurate template generation.

CN113486641BActive Publication Date: 2025-04-01PING AN TRUST CO LTD
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Patent Information

Application Number
CN202110731352.4
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2021-06-29
Publication Date
2025-04-01
Estimated Expiration
2041-06-29

AI Technical Summary

Technical Problem

In the prior art, product report template generation efficiency is low and inaccurate, especially in complex business scenarios, the development of templates is difficult and cannot quickly respond to market or regulatory changes.

Method used

By extracting and configuring functions of product reports in the product report centered in the product report, configurable elements are obtained and hierarchical combinations are used to build configurable element modules without re-engineering page development. Generate the report template to be adjusted based on the configurable feature module and historical report template, and adjust the elements according to user instructions to generate the product report template.

Benefits of technology

It realizes automatic generation and customized generation of product report templates, improves the efficiency and accuracy of template generation, and can quickly respond to changes in business scenarios.

✦ Generated by Eureka AI based on patent content.

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Abstract

The present invention relates to R&D management technology, and discloses a method for generating a product report template, including: obtaining a product report set, extracting report elements of each product report in the product report set, setting the configuration function of the report element, obtaining configurable elements, hierarchically combining the configurable elements, and constructing a configurable element module according to the combined configurable elements, generating a report template to be adjusted based on the configurable element module and a historical report template, adjusting the elements in the report template to be adjusted according to user instructions, and obtaining a product report template. In addition, the present invention also relates to blockchain technology, and the product report template can be stored in a node of a blockchain. The present invention also proposes a product report template generation device, an electronic device, and a computer-readable storage medium. The present invention can solve the problem of low efficiency and inaccuracy in generating product report templates.
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Description

Technical Field

[0001] The present invention relates to the technical field of research and development management, and in particular to a product report template generation method, device, electronic device and computer-readable storage medium. Background Art

[0002] Product reports are important documents for companies to understand products internally and externally. Currently, templates are widely used to generate product reports. The existing technology uses traditional web page technology to develop templates for various product reports. This method has a pain point: when a template needs to be changed or added, the code needs to be reused to implement the web page development of the new or modified template. Reinvesting in development, whether it is code reuse or development volume, will result in huge manpower and capital losses, and it will take a long time and have a certain lag. For complex business scenarios, such as financial scenarios, changes in the market or supervision often make it impossible for template development to quickly respond to actual report usage scenarios, and the development difficulty is further deepened. The template generation efficiency is low and inaccurate. Summary of the invention

[0003] The present invention provides a method, device, equipment and storage medium for generating a product report template, the main purpose of which is to solve the problem that the generation efficiency of the product report template is low and inaccurate.

[0004] To achieve the above object, the present invention provides a method for generating a product report template, comprising:

[0005] Acquire a product report set, extract a report element of each product report in the product report set, set a configuration function of the report element, and obtain a configurable element;

[0006] hierarchically combining the configurable elements, and constructing a configurable element module according to the combined configurable elements;

[0007] Generate a report template to be adjusted based on the configurable element module and the historical report template;

[0008] The elements in the report template to be adjusted are adjusted according to the user instructions to obtain a product report template.

[0009] Optionally, extracting the report elements of each product report in the product report set includes:

[0010] Using a preset extraction plug-in to divide the product report into modules to obtain product modules;

[0011] According to the type of the product module, using preset element tags to define labels for elements in the product module;

[0012] The extraction plug-in is used to extract the elements marked with element tags in the product module to obtain the report elements.

[0013] Optionally, the setting of the configuration function of the report element to obtain the configurable element includes:

[0014] Establishing an element mapping relationship between the element tag and the report element using a preset key-value pair;

[0015] The configuration file corresponding to the report element is obtained, and the element mapping relationship and the configuration file are encapsulated by using a preset template engine technology to obtain the configurable element.

[0016] Optionally, the step of hierarchically combining the configurable elements and constructing a configurable element module according to the combined configurable elements includes:

[0017] Setting the element label in the configuration element to be a parent class label or a child class label;

[0018] The parent class label and the sub-class labels under the parent class label are arranged hierarchically to obtain a hierarchical element label;

[0019] The configurable elements of all hierarchical element tags in the same product module are aggregated to obtain the configurable element module.

[0020] Optionally, the generating a report template to be adjusted based on the configurable element module and the historical report template includes:

[0021] Performing word segmentation processing on the text information in the historical report template to obtain historical template elements;

[0022] Calculating the similarity between the historical template element and the element label in the configurable element module;

[0023] The hierarchical element tags whose similarity is greater than or equal to a preset similarity threshold are extracted, and the hierarchical element tags in all element modules are summarized to obtain the report template to be adjusted.

[0024] Optionally, the calculating the similarity between the historical template element and the element label in the configurable element module includes:

[0025] The similarity between the historical template elements and the element labels in the configurable element module is calculated in sequence using the following similarity calculation formula:

[0026]

[0027] Among them, j(A, B) is the similarity, A is the historical template element, and B is the element label.

[0028] Optionally, adjusting the elements in the report template to be adjusted according to the user instruction to obtain the product report template includes:

[0029] Upload the report template to be adjusted to the template adjustment page;

[0030] In the template adjustment page, a user's modification instruction for each template element in the report template to be adjusted is received, and all modified template elements are aggregated to obtain the product report template.

[0031] In order to solve the above problem, the present invention also provides a product report template generating device, the device comprising:

[0032] An element configuration module is used to obtain a product report set, extract a report element of each product report in the product report set, set a configuration function of the report element, and obtain a configurable element;

[0033] An element combination module, used for hierarchically combining the configurable elements and constructing a configurable element module according to the combined configurable elements;

[0034] A template generation module, used to generate a report template to be adjusted based on the configurable element module and the historical report template;

[0035] The template adjustment module is used to adjust the elements in the report template to be adjusted according to user instructions to obtain a product report template.

[0036] In order to solve the above problem, the present invention further provides an electronic device, the electronic device comprising:

[0037] a memory storing at least one instruction; and

[0038] The processor executes the instructions stored in the memory to implement the above-mentioned product report template generation method.

[0039] In order to solve the above problem, the present invention also provides a computer-readable storage medium, in which at least one instruction is stored. The at least one instruction is executed by a processor in an electronic device to implement the above-mentioned product report template generation method.

[0040] The present invention extracts elements from product reports in a product report set and develops corresponding configuration functions to obtain configurable elements, and uses the hierarchically combined configurable elements to construct a configurable element module, without the need to redevelop the page, and can quickly form a product template by extracting configurable elements from different element modules; and based on the configurable element module and the historical report template, a report template to be adjusted is generated, which can realize the automatic generation of product report templates, thereby improving the efficiency of template generation, and at the same time, by manually adjusting the elements of the report template to be adjusted according to user instructions, the product report template can be customized according to the actual business scenario, thereby improving the accuracy of template generation. Therefore, the product report template generation method, device, electronic device and computer-readable storage medium proposed in the present invention can solve the problem of low efficiency and inaccuracy in product report template generation. BRIEF DESCRIPTION OF THE DRAWINGS

[0041] Figure 1 A schematic diagram of a process for generating a product report template according to an embodiment of the present invention;

[0042] Figure 2 for Figure 1 A detailed implementation flow chart of one of the steps in the process;

[0043] Figure 3 for Figure 1 A detailed implementation flow diagram of another step in FIG.

[0044] Figure 4 A functional module diagram of a product report template generating device provided by an embodiment of the present invention;

[0045] Figure 5 A schematic diagram of the structure of an electronic device for implementing the product report template generating method provided by an embodiment of the present invention.

[0046] The realization of the purpose, functional features and advantages of the present invention will be further explained in conjunction with embodiments and with reference to the accompanying drawings. DETAILED DESCRIPTION

[0047] It should be understood that the specific embodiments described herein are only used to explain the present invention, and are not used to limit the present invention.

[0048] The embodiment of the present application provides a method for generating a product report template. The execution subject of the method for generating a product report template includes but is not limited to at least one of the electronic devices such as a server and a terminal that can be configured to execute the method provided by the embodiment of the present application. In other words, the method for generating a product report template can be executed by software or hardware installed on a terminal device or a server device, and the software can be a blockchain platform. The server includes but is not limited to: a single server, a server cluster, a cloud server or a cloud server cluster, etc.

[0049] Reference Figure 1 FIG. 1 is a flow chart of a method for generating a product report template according to an embodiment of the present invention. In this embodiment, the method for generating a product report template includes:

[0050] S1. Obtain a product report set, extract the report element of each product report in the product report set, set the configuration function of the report element, and obtain a configurable element.

[0051] In an embodiment of the present invention, the product report set may be a Word document set of product reports of different products in various fields. For example, in the financial field, the product report set includes documents of product reports on capital accounts, private equity funds, public funds, and trust plans.

[0052] Furthermore, the configurable elements refer to elements that can be directly configured and combined. For example, when building a product report, a new product report can be generated directly through the arrangement and combination of different elements without the need for a large amount of code editing.

[0053] Specifically, refer to Figure 2 As shown, the extracting of the report elements of each product report in the product report set includes:

[0054] S10, using a preset extraction plug-in to divide the product report into modules to obtain product modules;

[0055] S11, defining labels for elements in the product module using preset element labels according to the type of the product module;

[0056] S12. Utilize the extraction plug-in to extract the elements marked with element tags in the product module to obtain the report elements.

[0057] In an embodiment of the present invention, preset element tags are used to define labels for elements that need to be extracted in the product module, and then the tags and corresponding report elements are extracted. Since the number of elements in the product report is large and easy to confuse, using tags to define and extract elements can improve the accuracy of report element extraction.

[0058] In the embodiment of the present invention, the product module is a general module for dividing the elements in the product report. According to the content of each product report, the type of the product module may include product type, product status, report period, etc. The element label is a variable, and the element label can be used to define the elements in the product module to clarify the element function and the relationship between the elements. For example, in the capital account report document, the element label of the product type module can be "capital account", and at the same time, "capital account" includes sub-labels such as "subscription amount" and "product income".

[0059] The preset extraction plug-in may be a page-office plug-in, which can be used to perform batch element extraction on designated elements in a Word document, thereby realizing rapid elementization of a Word document.

[0060] In detail, the configuration function of setting the report element to obtain the configurable element includes:

[0061] Establishing an element mapping relationship between the element tag and the report element using a preset key-value pair;

[0062] The configuration file corresponding to the report element is obtained, and the element mapping relationship and the configuration file are encapsulated by using a preset template engine technology to obtain the configurable element.

[0063] In an embodiment of the present invention, the preset key-value pair may be a key-value pair, wherein the element tag is used as the value of the key, and the report element is used as the value of the value, and an element mapping relationship between the element tag and the report element is established, thereby realizing a one-to-one correspondence between the element tag and the report element. The configuration file includes configuration data such as database information called by the report element, element extraction objects, etc. For example, taking the report element "subscription amount" as an example, due to the different types and cycles of product reports, the "subscription amount" of "capital account" or "family trust" needs to call data from different databases to ensure the accuracy of the product report. The preset template engine technology may be a free-mark template engine technology, which can automatically generate web page-recognizable code by encapsulating the element mapping relationship and configuration functions, thereby realizing the configurability of product elements.

[0064] In the embodiment of the present invention, by performing element extraction and configuration processing on the product report, common elements in each product report can be extracted, thereby improving the generation efficiency of the report template.

[0065] S2. hierarchically combine the configurable elements, and construct a configurable element module according to the combined configurable elements.

[0066] In the embodiment of the present invention, since there are a large number of elements in the product report and many of the elements are closely related, the speed of element configuration can be increased by combining and associating related configurable elements through tags.

[0067] Specifically, the step of hierarchically combining the configurable elements and constructing a configurable element module according to the combined configurable elements includes:

[0068] Setting the element label in the configuration element to be a parent class label or a child class label;

[0069] The parent class label and the sub-class labels under the parent class label are arranged hierarchically to obtain a hierarchical element label;

[0070] The configurable elements of all hierarchical element tags in the same product module are aggregated to obtain the configurable element module.

[0071] In an optional embodiment of the present invention, the hierarchical combination refers to the hierarchical arrangement of each element label and the sub-labels under each element label. For example, in the financial field, taking capital account products as an example, the hierarchical element labels can be "capital account"-"subscription amount"-"product income", where "capital account" is the parent category label, and "subscription amount" and "product income" are sub-category labels. At the same time, the element module is consistent with the product module. For example, for the report of financial products, the elements are extracted in advance according to the product module (product type, product status, reporting cycle, etc.), and the elements of all product reports are classified according to the product module to obtain the element module (product type module, product status module and reporting cycle module, etc.). Taking the semi-annual report of the settled capital account as an example, after element extraction and label combination, the corresponding element modules include: product type module: "capital account"-"subscription amount"-"product income", product status module: "liquidated", reporting cycle module: "half year".

[0072] In an optional embodiment of the present invention, the composition of the product report template may vary due to changes in report elements. Different report elements are placed in different element modules, and the product report template can be quickly composed by extracting elements from different element modules.

[0073] S3. Generate a report template to be adjusted based on the configurable element module and the historical report template.

[0074] In the embodiment of the present invention, the historical report template includes product templates for different reporting periods, different product states and different product types.

[0075] Specifically, refer to Figure 3As shown, the generating of the report template to be adjusted based on the configurable element module and the historical report template includes:

[0076] S30, performing word segmentation processing on the text information in the historical report template to obtain historical template elements;

[0077] S31, calculating the similarity between the historical template element and the element label in the configurable element module;

[0078] S32: extracting the hierarchical element tags whose similarity is greater than or equal to a preset similarity threshold, and summarizing the hierarchical element tags in all element modules to obtain the report template to be adjusted.

[0079] In the embodiment of the present invention, the similarity between the historical template elements and the element labels in the configurable element module is calculated in sequence using the following similarity calculation formula:

[0080]

[0081] Among them, j(A, B) is the similarity, A is the historical template element, and B is the element label.

[0082] In an embodiment of the present invention, a preset language processing algorithm can be used to perform word segmentation processing on the historical report template. The preset language processing algorithm can be any existing word segmentation method, such as LTP of Harbin Institute of Technology, NLPIR of Institute of Computing Technology of Chinese Academy of Sciences, THULAC of Tsinghua University, Stanford word segmenter, Jieba word segmentation, etc., which will not be introduced in detail here.

[0083] In an optional embodiment of the present invention, for example, the historical report template is an annual report on a settled capital account, and the configurable element module includes configurable elements extracted from a semi-annual report on a settled capital account, and by extracting the historical template elements "settled", "annual report" and "capital account" etc., the hierarchical element labels "capital account" - "subscription amount" - "product income", "annual report", "settled" in the configurable elements are automatically matched and extracted, and the latest annual report on a settled capital account can be automatically generated.

[0084] In the embodiment of the present invention, the accuracy of the generated product template can be improved by identifying and extracting the elements in the configurable element module through the historical template elements in the historical report template.

[0085] S4. Adjust the elements in the report template to be adjusted according to the user instruction to obtain a product report template.

[0086] In the embodiment of the present invention, since the elements in the report template to be adjusted are all configurable, the business personnel can directly drag the labels of various elements in the report template to be adjusted to adjust the elements.

[0087] Specifically, adjusting the elements in the report template to be adjusted according to the user instruction to obtain the product report template includes:

[0088] Upload the report template to be adjusted to the template adjustment page;

[0089] In the template adjustment page, a user's modification instruction for each template element in the report template to be adjusted is received, and all modified template elements are aggregated to obtain the product report template.

[0090] In an optional embodiment of the present invention, in the financial field, the modification instructions include adding elements, deleting elements, arranging elements, etc. At the same time, since business scenarios or regulatory requirements often change, using user instructions to manually adjust elements and generate the final product report template can improve the accuracy of product report template generation, and also facilitate subsequent rapid changes to the template to cope with the ever-changing financial market and business scenarios.

[0091] In another embodiment of the present invention, after S4, the following step may further include: using the product report template as a historical report template, returning to S3, and regenerating a report template to be adjusted.

[0092] In the embodiment of the present invention, by using the newly generated product report template as the historical report template, the pool data of the historical report template is continuously expanded, so that the finally generated product report template becomes more and more accurate. At the same time, the present invention truly realizes the automatic generation and custom generation of the template, realizes the unification of the algorithm model and manual adjustment, and the algorithm model and manual adjustment complement each other, so that the automatically generated report template becomes more and more intelligent. Therefore, the embodiment of the present invention can solve the problem of low efficiency and inaccuracy in the generation of product report templates.

[0093] The embodiment of the present invention extracts elements from the product reports in the product report set and develops corresponding configuration functions to obtain configurable elements, and uses the hierarchically combined configurable elements to construct a configurable element module, without the need to redevelop the page, and can quickly form a product template by extracting configurable elements from different element modules; and based on the configurable element module and the historical report template, the report template to be adjusted is generated, which can realize the automatic generation of the product report template, thereby improving the efficiency of template generation, and at the same time, by manually adjusting the elements of the report template to be adjusted according to the user's instructions, the product report template can be customized according to the actual business scenario, thereby improving the accuracy of template generation. Therefore, the embodiment of the present invention can solve the problem of low efficiency and inaccuracy in the generation of product report templates.

[0094] like Figure 4 , which is a functional module diagram of a product report template generating device provided by an embodiment of the present invention.

[0095] The product report template generation device 100 of the present invention can be installed in an electronic device. According to the functions to be implemented, the product report template generation device 100 can include an element configuration module 101, an element combination module 102, a template generation module 103 and a template adjustment module 104. The module of the present invention can also be called a unit, which refers to a series of computer program segments that can be executed by an electronic device processor and can complete fixed functions, which are stored in the memory of the electronic device.

[0096] In this embodiment, the functions of each module / unit are as follows:

[0097] The element configuration module 101 is used to obtain a product report set, extract a report element of each product report in the product report set, set a configuration function of the report element, and obtain a configurable element.

[0098] In an embodiment of the present invention, the product report set may be a Word document set of product reports of different products in various fields. For example, in the financial field, the product report set includes documents of product reports on capital accounts, private equity funds, public funds, and trust plans.

[0099] Furthermore, the configurable elements refer to elements that can be directly configured and combined. For example, when building a product report, a new product report can be generated directly through the arrangement and combination of different elements without the need for a large amount of code editing.

[0100] Specifically, the element configuration module 101 extracts the report element of each product report in the product report set through the following operations:

[0101] Using a preset extraction plug-in to divide the product report into modules to obtain product modules;

[0102] According to the type of the product module, using preset element tags to define labels for elements in the product module;

[0103] The extraction plug-in is used to extract the elements marked with element tags in the product module to obtain the report elements.

[0104] In an embodiment of the present invention, preset element tags are used to define labels for elements that need to be extracted in the product module, and then the tags and corresponding report elements are extracted. Since the number of elements in the product report is large and easy to confuse, using tags to define and extract elements can improve the accuracy of report element extraction.

[0105] In the embodiment of the present invention, the product module is a general module for dividing the elements in the product report. According to the content of each product report, the type of the product module may include product type, product status, report period, etc. The element label is a variable, and the element label can be used to define the elements in the product module to clarify the element function and the relationship between the elements. For example, in the capital account report document, the element label of the product type module can be "capital account", and at the same time, "capital account" includes sub-labels such as "subscription amount" and "product income".

[0106] The preset extraction plug-in may be a page-office plug-in, which can be used to perform batch element extraction on designated elements in a Word document, thereby realizing rapid elementization of a Word document.

[0107] Specifically, the element configuration module 101 obtains the configurable elements through the following operations:

[0108] Establishing an element mapping relationship between the element tag and the report element using a preset key-value pair;

[0109] The configuration file corresponding to the report element is obtained, and the element mapping relationship and the configuration file are encapsulated by using a preset template engine technology to obtain the configurable element.

[0110] In an embodiment of the present invention, the preset key-value pair may be a key-value pair, wherein the element tag is used as the value of the key, and the report element is used as the value of the value, and an element mapping relationship between the element tag and the report element is established, thereby realizing a one-to-one correspondence between the element tag and the report element. The configuration file includes configuration data such as database information called by the report element, element extraction objects, etc. For example, taking the report element "subscription amount" as an example, due to the different types and cycles of product reports, the "subscription amount" of "capital account" or "family trust" needs to call data from different databases to ensure the accuracy of the product report. The preset template engine technology may be a free-mark template engine technology, which can automatically generate web page-recognizable code by encapsulating the element mapping relationship and configuration functions, thereby realizing the configurability of product elements.

[0111] In the embodiment of the present invention, by performing element extraction and configuration processing on the product report, common elements in each product report can be extracted, thereby improving the generation efficiency of the report template.

[0112] The element combination module 102 is used to hierarchically combine the configurable elements and construct a configurable element module according to the combined configurable elements.

[0113] In the embodiment of the present invention, since there are a large number of elements in the product report and many of the elements are closely related, the speed of element configuration can be increased by combining and associating related configurable elements through tags.

[0114] Specifically, the element combination module 102 constructs a configurable element module through the following operations:

[0115] Setting the element label in the configuration element to be a parent class label or a child class label;

[0116] The parent class label and the sub-class labels under the parent class label are arranged hierarchically to obtain a hierarchical element label;

[0117] The configurable elements of all hierarchical element tags in the same product module are aggregated to obtain the configurable element module.

[0118] In an optional embodiment of the present invention, the hierarchical combination refers to the hierarchical arrangement of each element label and the sub-labels under each element label. For example, in the financial field, taking capital account products as an example, the hierarchical element labels can be "capital account"-"subscription amount"-"product income", where "capital account" is the parent category label, and "subscription amount" and "product income" are sub-category labels. At the same time, the element module is consistent with the product module. For example, for the report of financial products, the elements are extracted in advance according to the product module (product type, product status, reporting cycle, etc.), and the elements of all product reports are classified according to the product module to obtain the element module (product type module, product status module and reporting cycle module, etc.). Taking the semi-annual report of the settled capital account as an example, after element extraction and label combination, the corresponding element modules include: product type module: "capital account"-"subscription amount"-"product income", product status module: "liquidated", reporting cycle module: "half year".

[0119] In an optional embodiment of the present invention, the composition of the product report template may vary due to changes in report elements. Different report elements are placed in different element modules, and the product report template can be quickly composed by extracting elements from different element modules.

[0120] The template generating module 103 is used to generate a report template to be adjusted based on the configurable element module and the historical report template.

[0121] In the embodiment of the present invention, the historical report template includes product templates for different reporting periods, different product states and different product types.

[0122] Specifically, the template generation module 103 generates the report template to be adjusted through the following operations:

[0123] Performing word segmentation processing on the text information in the historical report template to obtain historical template elements;

[0124] Calculating the similarity between the historical template element and the element label in the configurable element module;

[0125] The hierarchical element tags whose similarity is greater than or equal to a preset similarity threshold are extracted, and the hierarchical element tags in all element modules are summarized to obtain the report template to be adjusted.

[0126] In the embodiment of the present invention, the similarity between the historical template elements and the element labels in the configurable element module is calculated in sequence using the following similarity calculation formula:

[0127]

[0128] Among them, j(A, B) is the similarity, A is the historical template element, and B is the element label.

[0129] In an embodiment of the present invention, a preset language processing algorithm can be used to perform word segmentation processing on the historical report template. The preset language processing algorithm can be any existing word segmentation method, such as LTP of Harbin Institute of Technology, NLPIR of Institute of Computing Technology of Chinese Academy of Sciences, THULAC of Tsinghua University, Stanford word segmenter, Jieba word segmentation, etc., which will not be introduced in detail here.

[0130] In an optional embodiment of the present invention, for example, the historical report template is an annual report on a settled capital account, and the configurable element module includes configurable elements extracted from a semi-annual report on a settled capital account, and by extracting the historical template elements "settled", "annual report" and "capital account" etc., the hierarchical element labels "capital account" - "subscription amount" - "product income", "annual report", "settled" in the configurable elements are automatically matched and extracted, and the latest annual report on a settled capital account can be automatically generated.

[0131] In the embodiment of the present invention, the accuracy of the generated product template can be improved by identifying and extracting the elements in the configurable element module through the historical template elements in the historical report template.

[0132] The template adjustment module 104 is used to adjust the elements in the report template to be adjusted according to user instructions to obtain a product report template.

[0133] In the embodiment of the present invention, since the elements in the report template to be adjusted are all configurable, the business personnel can directly drag the labels of various elements in the report template to be adjusted to adjust the elements.

[0134] Specifically, the template adjustment module 104 obtains the product report template through the following operations:

[0135] Upload the report template to be adjusted to the template adjustment page;

[0136] In the template adjustment page, a user's modification instruction for each template element in the report template to be adjusted is received, and all modified template elements are aggregated to obtain the product report template.

[0137] In an optional embodiment of the present invention, in the financial field, the modification instructions include adding elements, deleting elements, arranging elements, etc. At the same time, since business scenarios or regulatory requirements often change, using user instructions to manually adjust elements and generate the final product report template can improve the accuracy of product report template generation, and also facilitate subsequent rapid changes to the template to cope with the ever-changing financial market and business scenarios.

[0138] In another embodiment of the present invention, the template adjustment module 104 further includes: using the product report template as a historical report template, and returning to the template generation module 103 to regenerate the report template to be adjusted.

[0139] In the embodiment of the present invention, by using the newly generated product report template as the historical report template, the pool data of the historical report template is continuously expanded, so that the finally generated product report template becomes more and more accurate. At the same time, the present invention truly realizes the automatic generation and custom generation of the template, realizes the unification of the algorithm model and manual adjustment, and the algorithm model and manual adjustment complement each other, so that the automatically generated report template becomes more and more intelligent. Therefore, the embodiment of the present invention can solve the problem of low efficiency and inaccuracy in the generation of product report templates.

[0140] like Figure 5 FIG. 1 is a schematic diagram of the structure of an electronic device of a method for generating a product report template provided by an embodiment of the present invention, comprising a processor 111, a communication interface 112, a memory 113 and a communication bus 114, wherein the processor 111, the communication interface 112 and the memory 113 communicate with each other via the communication bus 114.

[0141] Memory 113, used to store computer programs, such as a product report template generation program;

[0142] In one embodiment of the present application, the processor 111 is used to execute the program stored in the memory 113 to implement the product report template generation method provided by any of the above method embodiments, including:

[0143] Acquire a product report set, extract a report element of each product report in the product report set, set a configuration function of the report element, and obtain a configurable element;

[0144] hierarchically combining the configurable elements, and constructing a configurable element module according to the combined configurable elements;

[0145] Generate a report template to be adjusted based on the configurable element module and the historical report template;

[0146] The elements in the report template to be adjusted are adjusted according to the user instructions to obtain a product report template.

[0147] The communication bus 114 may be a Peripheral Component Interconnect (PCI) bus or an Extended Industry Standard Architecture (EISA) bus, etc. The communication bus 114 may be divided into an address bus, a data bus, a control bus, etc. For ease of representation, only one thick line is used in the figure, but it does not mean that there is only one bus or one type of bus.

[0148] The communication interface 112 is used for communication between the above electronic device and other devices.

[0149] The memory 113 may include a random access memory (RAM) or a non-volatile memory, such as at least one disk memory. Optionally, the memory 113 may also be at least one storage device located away from the processor 111 .

[0150] The above-mentioned processor 111 can be a general-purpose processor, including a central processing unit (CPU), a network processor (NP), etc.; it can also be a digital signal processor (DSP), an application specific integrated circuit (ASIC), a field programmable gate array (FPGA) or other programmable logic devices, discrete gates or transistor logic devices, discrete hardware components.

[0151] The present invention further provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor of an electronic device, the computer program can implement:

[0152] Acquire a product report set, extract a report element of each product report in the product report set, set a configuration function of the report element, and obtain a configurable element;

[0153] hierarchically combining the configurable elements, and constructing a configurable element module according to the combined configurable elements;

[0154] Generate a report template to be adjusted based on the configurable element module and the historical report template;

[0155] The elements in the report template to be adjusted are adjusted according to the user instructions to obtain a product report template.

[0156] In the several embodiments provided by the present invention, it should be understood that the disclosed devices, apparatuses and methods can be implemented in other ways. For example, the device embodiments described above are only illustrative, for example, the division of the modules is only a logical function division, and there may be other division methods in actual implementation.

[0157] The modules described as separate components may or may not be physically separated, and the components shown as modules 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 modules may be selected according to actual needs to achieve the purpose of the solution of this embodiment.

[0158] In addition, each functional module in each embodiment of the present invention may be integrated into one processing unit, each unit may exist physically separately, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware or in the form of hardware plus software functional modules.

[0159] It is obvious to those skilled in the art that the present invention is not limited to the details of the above exemplary embodiments, and that the present invention can be implemented in other specific forms without departing from the spirit or essential characteristics of the present invention.

[0160] Therefore, no matter from which point of view, the embodiments should be regarded as illustrative and non-restrictive, and the scope of the present invention is limited by the appended claims rather than the above description, so it is intended that all changes falling within the meaning and scope of the equivalent elements of the claims are included in the present invention. Any attached figure mark in the claims should not be regarded as limiting the claims involved.

[0161] The blockchain referred to in the present invention is a new application model of computer technologies such as distributed data storage, peer-to-peer transmission, consensus mechanism, encryption algorithm, etc. Blockchain is essentially a decentralized database, a string of data blocks generated by cryptographic methods. Each data block contains a batch of network transaction information, which is used to verify the validity of its information (anti-counterfeiting) and generate the next block. Blockchain can include the blockchain underlying platform, platform product service layer, and application service layer.

[0162] In addition, it is clear that the word "comprising" does not exclude other units or steps, and the singular does not exclude the plural. Multiple units or devices stated in the system claim can also be implemented by one unit or device through software or hardware. The second and other words are used to indicate names, but not to indicate any particular order.

[0163] Finally, it should be noted that the above embodiments are only used to illustrate the technical solution of the present invention rather than to limit it. Although the present invention has been described in detail with reference to the preferred embodiments, those skilled in the art should understand that the technical solution of the present invention can be modified or replaced by equivalents without departing from the spirit and scope of the technical solution of the present invention.

Claims

1. A method for generating a product report template, characterized in that: The method comprises: Acquire a product report set, divide each product report in the product report set into modules to obtain product modules, extract elements marked with element tags in the product modules to obtain report elements of each product report in the product report set, establish an element mapping relationship between a preset element tag and the report element, acquire a configuration file corresponding to the report element, encapsulate the element mapping relationship and the configuration file to obtain a configurable element; hierarchically combining the configurable elements, and constructing a configurable element module according to the combined configurable elements; Generating a report template to be adjusted based on the element labels of the configurable element module and the historical template elements of the historical report template, including: performing word segmentation processing on the text information in the historical report template to obtain historical template elements, calculating the similarity between the historical template elements and the element labels in the configurable element module, extracting hierarchical element labels whose similarity is greater than or equal to a preset similarity threshold, and summarizing the hierarchical element labels in all element modules to obtain the report template to be adjusted; The elements in the report template to be adjusted are adjusted according to the user instructions to obtain a product report template.

2. The method for generating a product report template according to claim 1, characterized in that: The extracting of elements marked with element tags in the product module to obtain report elements of each product report in the product report set includes: According to the type of the product module, using preset element tags to define labels for elements in the product module; The elements marked with element tags in the product module are extracted using an extraction plug-in to obtain the report elements.

3. The method for generating a product report template according to claim 1, characterized in that: The step of hierarchically combining the configurable elements and constructing a configurable element module according to the combined configurable elements includes: Setting the element label in the configuration element to be a parent class label or a child class label; The parent class label and the sub-class labels under the parent class label are arranged hierarchically to obtain a hierarchical element label; The configurable elements of all hierarchical element tags in the same product module are aggregated to obtain the configurable element module.

4. The method for generating a product report template according to claim 1, characterized in that: The calculating the similarity between the historical template element and the element label in the configurable element module includes: The similarity between the historical template elements and the element labels in the configurable element module is calculated in sequence using the following similarity calculation formula: in, is the similarity, is the historical template element, is the element label.

5. The method for generating a product report template according to any one of claims 1 or 3, characterized in that: The step of adjusting the elements in the report template to be adjusted according to the user instruction to obtain the product report template includes: Upload the report template to be adjusted to the template adjustment page; In the template adjustment page, a user's modification instruction for each template element in the report template to be adjusted is received, and all modified template elements are aggregated to obtain the product report template.

6. A product report template generating device, characterized in that: The device comprises: An element configuration module is used to obtain a product report set, divide each product report in the product report set into modules to obtain product modules, extract elements marked with element tags in the product modules to obtain report elements of each product report in the product report set, establish an element mapping relationship between a preset element tag and the report element, obtain a configuration file corresponding to the report element, and encapsulate the element mapping relationship and the configuration file to obtain a configurable element; An element combination module, used for hierarchically combining the configurable elements and constructing a configurable element module according to the combined configurable elements; A template generation module, used to generate a report template to be adjusted based on the element labels of the configurable element module and the historical template elements of the historical report template, including: performing word segmentation processing on the text information in the historical report template to obtain historical template elements, calculating the similarity between the historical template elements and the element labels in the configurable element module, extracting hierarchical element labels whose similarity is greater than or equal to a preset similarity threshold, and summarizing the hierarchical element labels in all element modules to obtain the report template to be adjusted; The template adjustment module is used to adjust the elements in the report template to be adjusted according to user instructions to obtain a product report template.

7. An electronic device, characterized in that: The electronic device comprises: at least one processor; and, a memory communicatively connected to the at least one processor; wherein, The memory stores instructions that can be executed by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute the product report template generating method according to any one of claims 1 to 5.

8. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the product report template generating method according to any one of claims 1 to 5 is implemented.

Citation Information

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