A method, apparatus, device, and storage medium for automatically generating forms.

By generating form templates using big data and automatically rendering electronic insurance policies, the problem of strong subjectivity in the process of generating electronic insurance policies in existing technologies has been solved. This has enabled efficient and accurate form generation, reducing subjective intervention and irregular operations by salespersons.

CN114239509BActive Publication Date: 2026-01-30CHINA PING AN PROPERTY INSURANCE CO LTD
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Patent Information

Application Number
CN202111566839.8
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2021-12-20
Publication Date
2026-01-30
Estimated Expiration
2041-12-20

AI Technical Summary

Technical Problem

The existing technology for generating electronic insurance policies is highly subjective, which can easily lead to incomplete information, multiple rework, and errors. It also relies on the experience of salespersons, resulting in low efficiency and the possibility of irregular operations.

Method used

The system uses big data to generate form templates, automatically rendering recommended form templates based on target user data to automatically generate business forms, reducing subjective intervention by business personnel and improving the objectivity and accuracy of generated forms.

Benefits of technology

It improves the objectivity, accuracy, and efficiency of form generation, reduces human intervention, and avoids violations by sales staff.

✦ Generated by Eureka AI based on patent content.

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Abstract

This application proposes a method, apparatus, device, and storage medium for automatically generating forms. The method includes: acquiring user data corresponding to a target user; receiving a form generation request, the form generation request including key dimension information and user data; acquiring at least one form template matching the key dimension information and corresponding dimension recommendation information from a form template database based on the key dimension information; populating the data of each form template according to each form template and the corresponding dimension recommendation information to obtain an initial form corresponding to each form template; rendering each initial form data according to the user data to obtain a business form corresponding to each initial form; displaying each business form for the user to select, and identifying the selected business form as the user business form corresponding to the target user. This application uses big data to generate form templates and automatically generates business forms based on the form templates, improving the objectivity and efficiency of form generation.
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Description

Technical Field

[0001] This application belongs to the field of data processing technology, and specifically relates to a method, apparatus, device and storage medium for automatically generating forms. Background Technology

[0002] Electronic insurance policies refer to the representation of traditional paper insurance contracts in the form of electronic data messages. Currently, the common methods for generating electronic policies include: agents subjectively judging the type of user based on communication and understanding with the user, and selecting relevant policy templates based on the agent's own business capabilities.

[0003] However, the above methods are highly subjective and prone to salesperson cheating. For example, salespeople might choose order templates that do not meet user requirements for personal gain. This can easily lead to incomplete order information, the need for multiple re-entry attempts, and errors. Moreover, the order entry process is cumbersome, requiring manual entry, resulting in low efficiency and a high level of experience required from the salespeople. Summary of the Invention

[0004] This application proposes a method, apparatus, device, and storage medium for automatically generating forms. This application automatically generates business forms based on form templates, thereby improving the objectivity and efficiency of form generation.

[0005] The first aspect of this application proposes a method for automatically generating forms, including:

[0006] Obtain user data corresponding to the target user;

[0007] Receive a form generation request for the target user, the form generation request including key dimension information and the user data;

[0008] Based on the key dimension information, at least one form template that matches the key dimension information and dimension recommendation information corresponding to each form template are obtained from the form template database;

[0009] Based on each form template and the dimension recommendation information corresponding to each form template, data is populated for each form template to obtain the initial form corresponding to each form template.

[0010] Based on the user data, each initial form is rendered to obtain the business form corresponding to each initial form.

[0011] Each of the aforementioned business forms is displayed for the user to select, and the selected business form is determined as the user business form corresponding to the target user.

[0012] In some embodiments of this application, the step of obtaining at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from the form template database based on the key dimension information includes:

[0013] Based on the key dimension information, query whether the form template database stores a form template containing the key dimension information;

[0014] If a form template containing the key dimension information is stored, then obtain the form template containing the key dimension information and its corresponding dimension recommendation information;

[0015] If no form template containing the key dimension information is stored, then the dimension hierarchy list corresponding to the key dimension information is determined, and the form template database is queried level by level in the dimension hierarchy list from bottom to top to see if a form template containing the upper dimension information of the key dimension information is stored.

[0016] If a form template containing the parent dimension information of the key dimension information is stored, then obtain the form template containing the parent dimension information and the corresponding dimension recommendation information;

[0017] If no form template containing the parent dimension information of the key dimension is stored, the query continues until a form template containing the top dimension information corresponding to the key dimension and the corresponding dimension recommendation information is found.

[0018] In some embodiments of this application, the step of filling each form template with data based on each form template and the dimension recommendation information corresponding to each form template to obtain the initial form corresponding to each form template includes:

[0019] Based on the dimension recommendation information corresponding to the first form template, determine the names of each table item corresponding to the first form template. The first form template is any form template among at least one form template that matches the key dimension information.

[0020] Fill the first form template with the names of each form item to obtain the initial form corresponding to the first form template.

[0021] In some embodiments of this application, the step of rendering data for each initial form based on the user data to obtain the business form corresponding to each initial form includes:

[0022] Based on the names of each table item included in the first initial form, the business table item data corresponding to each table item name is determined from the user data; the first initial form is any initial form among the initial forms corresponding to each form template;

[0023] Each business table item data is rendered to the corresponding table item name in the first initial form, thus obtaining the business form corresponding to the first initial form.

[0024] In some embodiments of this application, before obtaining the user data corresponding to the target user, the method further includes:

[0025] Determine the hierarchical list of dimensions corresponding to the target business. The hierarchical list of dimensions includes multiple dimension information, which are arranged in a set hierarchical order.

[0026] Based on the aforementioned hierarchical list of dimensions, dimension data matching the information of each level of dimension are sequentially filtered from historical user data.

[0027] In some embodiments of this application, the method further includes:

[0028] Based on the hierarchical list of dimensions corresponding to the target business, obtain the form controls corresponding to each dimension information;

[0029] The form controls corresponding to each dimension of information are combined into a form template corresponding to the target business.

[0030] In some embodiments of this application, the method further includes:

[0031] The hierarchical list of dimensions, the dimension data corresponding to the filtered dimension information at each level, and the form template corresponding to the target business are stored in the form template database.

[0032] An embodiment of the second aspect of this application provides an apparatus for automatically generating forms, comprising:

[0033] The acquisition module is used to acquire user data corresponding to the target user.

[0034] The receiving module is configured to receive a form generation request for the target user, the form generation request including key dimension information and the user data;

[0035] The acquisition module is further configured to acquire, based on the key dimension information, at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from the form template database;

[0036] The data filling module is used to fill data into each form template according to each form template and the dimension recommendation information corresponding to each form template, so as to obtain the initial form corresponding to each form template.

[0037] The data rendering module is used to render data for each initial form according to the user data, so as to obtain the business form corresponding to each initial form;

[0038] The display module is used to display each of the aforementioned business forms for the user to select from;

[0039] The determination module is used to determine the selected business form as the user business form corresponding to the target user.

[0040] An embodiment of the third aspect of this application provides a computer device including a memory and a processor, wherein the memory stores computer-readable instructions that, when executed by the processor, cause the processor to perform the steps of the method described in the first aspect above.

[0041] An embodiment of the fourth aspect of this application provides a storage medium storing computer-readable instructions that, when executed by one or more processors, cause the one or more processors to perform the steps of the method described in the first aspect above.

[0042] The technical solutions provided in this application embodiment have at least the following technical effects or advantages:

[0043] In this embodiment, a large number of form templates are generated using big data methods. Based on these templates, form templates are recommended to sales staff. The recommended templates are then automatically rendered using user data of the target users, automatically generating business forms. These generated business forms are displayed to the sales staff, allowing them to select the form that best suits their target business and user needs. This eliminates reliance on the sales staff's subjective experience, reduces human intervention in the form generation process, and improves the objectivity, accuracy, and efficiency of the generated forms. It also effectively prevents unauthorized operations by sales staff.

[0044] Additional aspects and advantages of this application will be set forth in part in the description which follows, and in part will be obvious from the description, or may be learned by practice of this application. Attached Figure Description

[0045] Various other advantages and benefits will become apparent to those skilled in the art upon reading the following detailed description of preferred embodiments. The accompanying drawings are for illustrative purposes only and are not intended to limit the scope of this application. Furthermore, the same reference numerals denote the same parts throughout the drawings.

[0046] In the attached diagram:

[0047] Figure 1 A flowchart illustrating a method for automatically generating forms according to an embodiment of this application is shown;

[0048] Figure 2 A schematic diagram of the structure of an apparatus for automatically generating forms according to an embodiment of this application is shown;

[0049] Figure 3 This illustration shows a schematic diagram of the structure of a computer device according to an embodiment of this application;

[0050] Figure 4 A schematic diagram of a storage medium provided in one embodiment of this application is shown. Detailed Implementation

[0051] To make the objectives, technical solutions, and advantages of this application clearer, the following detailed description is provided in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative and not intended to limit the scope of this application.

[0052] It is understood that the terms “first,” “second,” etc., used in this application may be used herein to describe various elements, but these elements are not limited by these terms. These terms are only used to distinguish one element from another.

[0053] Some embodiments of this application provide a method for automatically generating forms. This method uses big data to generate a large number of form templates. When an electronic insurance policy needs to be generated, one or more form templates can be recommended to the salesperson. Based on the target user's user data, the recommended form templates are automatically rendered to automatically generate one or more business forms. The generated business forms are then displayed to the salesperson, allowing them to select the form that best suits the target business and target user. This eliminates reliance on the salesperson's subjective experience in form generation, reduces human intervention in the process, and improves the objectivity, accuracy, and efficiency of the generated forms.

[0054] Before recommending one or more form templates to sales staff, this application first needs to create a large number of form templates. This application embodiment creates form templates based on big data processing, specifically including the following operations:

[0055] S1: Determine the hierarchical list of dimensions corresponding to the target business. The hierarchical list of dimensions includes multiple dimension information, which are arranged in the set hierarchical order.

[0056] The target business varies depending on the application scenario. For example, in the insurance sector, the target business could be auto insurance, life insurance, or accident insurance. In e-commerce applications, the target business could be product details, inventory, or after-sales service.

[0057] Different data dimensions are pre-defined for different target business operations. For example, for auto insurance, different data dimensions may include: insurance type information, insurance region, vehicle owner information, vehicle information, and policyholder / insured information. The data dimensions, from highest to lowest, can be: insurance type information, insurance region, vehicle owner information, vehicle information, and policyholder / insured information.

[0058] First, based on the business requirements of the target business, determine the corresponding multiple dimensions of information. For example, assuming the target business is auto insurance, the corresponding dimensions of information may include insurance type (auto insurance), vehicle type, vehicle price, vehicle traffic ticket data, etc.

[0059] After determining the multiple dimensions of information corresponding to the target business, the hierarchical relationship between these multiple dimensions is determined, and these multiple dimensions are arranged according to the determined hierarchical relationship to form a hierarchical list of dimensions corresponding to the target business.

[0060] For example, the hierarchical relationship between the dimensions of car insurance information could be as follows: the top-level dimension is the type of insurance (car insurance), the second-level dimension is the vehicle type, the third-level dimension is the vehicle price, the fourth-level dimension is vehicle traffic ticket data, and so on.

[0061] S2: Based on the hierarchical list of dimensions, sequentially filter the dimension data that matches the information of each level of dimension from the historical user data.

[0062] Historical user data includes all business forms generated by various types of transactions within a preset time period, which can be 3 years or 5 years, etc. For example, historical user data includes all car insurance policies from the past 5 years.

[0063] Based on the hierarchical list of dimensions for the target business determined in step S1, dimension data matching each level of dimension information is sequentially filtered from historical user data according to a preset order. The preset order can be based on dimensions from top to bottom: first, filtering the historical user data to see if there are any business forms matching the top-level dimension information corresponding to the target business; if so, further filtering from the business forms corresponding to the top-level dimension information to find the dimension data corresponding to the second-level dimension information; then filtering the dimension data corresponding to the third-level dimension information; and so on, filtering the dimension data corresponding to the dimension information level by level to obtain the dimension data corresponding to each dimension information in the hierarchical list of dimensions for the target business.

[0064] S3: Based on the hierarchical list of dimensions corresponding to the target business, retrieve the form controls corresponding to each dimension.

[0065] This application pre-creates multiple form controls corresponding to basic units, where a basic unit is one or more cells in a form. The form controls are used to input, modify, and delete table data corresponding to the table item names. The form controls corresponding to different basic units are interconnected, enabling the combination of form controls from one or more basic units.

[0066] After determining the hierarchical list of dimensions corresponding to the target business, the form control of the basic unit corresponding to each dimension information is obtained according to the information of each dimension included in the hierarchical list.

[0067] S4: Combine the form controls corresponding to each dimension of information into a form template corresponding to the target business.

[0068] This application combines the form controls corresponding to each acquired dimension of information into a form template corresponding to the target business. By decomposing the basic unit controls of the form and flexibly combining the unit controls of different basic units, different form templates can be automatically generated, thereby improving the efficiency of creating form templates for different target businesses.

[0069] S5: Store the hierarchical list of dimensions, the dimension data corresponding to the filtered dimension information at each level, and the form template corresponding to the target business in the form template database.

[0070] After obtaining the hierarchical list of dimensions for the target business, the dimension data corresponding to each level of dimension information, and the form template corresponding to the target business through the above steps S1-S4, the hierarchical list of dimensions, the dimension data of each level of dimension information, and the form template are stored in the preset form template database.

[0071] The form template database can be a non-relational database, such as MongoDB.

[0072] For any business, obtain the corresponding dimension hierarchy list, dimension data of each dimension, and form template in the above manner, and store them in the form template database.

[0073] After creating the form templates for each business function using the methods described above and storing them in the corresponding database, they can then be accessed through... Figure 1 The workflow shown here for automatically generating forms includes the following steps:

[0074] Step 101: Obtain user data corresponding to the target user.

[0075] The user data corresponding to the target user is data related to the target user and the target business. For example, assuming the target business is car insurance, the user data corresponding to the target user would be vehicle type, license plate number, traffic ticket data, etc., related to car insurance.

[0076] User data can be entered by the target user through a human-computer interaction interface, or it can be user data sent by the target user's mobile phone or computer.

[0077] Step 102: Receive a form generation request for the target user. The form generation request includes key dimension information and user data.

[0078] After obtaining the target user's user data, the business user triggers a form generation request for that target user. This request includes key dimension information and the target user's user data. The key dimension information can be the lowest-level dimension information in the hierarchy list corresponding to the target business.

[0079] Step 103: Based on the key dimension information, retrieve at least one form template that matches the key dimension information from the form template database, along with the dimension recommendation information corresponding to each form template.

[0080] Based on the key dimension information, query the form template database to see if a form template containing the key dimension information is stored. If so, retrieve the form template containing the key dimension information and its corresponding dimension recommendation information. This dimension recommendation information includes a list of the parent and child dimensions corresponding to the form template, as well as the dimension data corresponding to each level of dimension information.

[0081] If the form template database does not store a form template containing key dimension information, then obtain the hierarchy list of dimensions corresponding to the target business. This hierarchy list is then used as the hierarchy list of dimensions corresponding to the key dimension information. The database is then queried level by level, from bottom to top, to see if a form template containing the parent dimension information of the key dimension is stored. If so, the form template containing the parent dimension information and its corresponding dimension recommendation information are obtained; otherwise, the query continues until a form template containing the top-level dimension information corresponding to the key dimension information and its corresponding dimension recommendation information are found.

[0082] Specifically, when it is determined that the form template database does not store a form template containing key dimension information, the parent dimension information of the key dimension information is determined from the dimension hierarchy list, and the form template database is queried to see if a form template containing that parent dimension information is stored. If it is, the form template containing that parent dimension information is retrieved; otherwise, the parent dimension information of that parent dimension information is determined from the dimension hierarchy list, and the form template database is queried to see if a form template containing that parent dimension information is stored. This process is repeated level by level until the top-level dimension information in the dimension hierarchy list is found, and then the form template containing that top-level dimension information is retrieved from the form template database.

[0083] The above method retrieves one or more form templates from the form template database, as well as the corresponding hierarchical list of dimensions and the dimension data for each level of dimension information for each retrieved form template.

[0084] Step 104: Based on each form template and the corresponding dimension recommendation information, populate each form template with data to obtain the initial form for each form template.

[0085] The data filling process is the same for each form template obtained in step 103. Therefore, the data filling process is only illustrated here using the first form template as an example. The first form template is any one of the form templates that matches the key dimension information.

[0086] First, based on the dimension recommendation information corresponding to the first form template, determine the names of each table item corresponding to the first form template. The dimension recommendation information includes the dimension information, which constitutes the names of each table item corresponding to the first form template. Fill in each table item name into the first form template to obtain the initial form corresponding to the first form template. The initial form is a blank form that only contains the table item names and does not contain the actual table item data corresponding to the table item names.

[0087] For example, the recommended dimensions include vehicle type, license plate number, traffic ticket data, and owner's name. Therefore, in the first form template, you would fill in the table field names such as vehicle type, license plate number, traffic ticket data, and owner's name.

[0088] For the other obtained form templates, populate the data for the table item names in the same way as described above to obtain the initial form for each of the other form templates.

[0089] Step 105: Based on the user data, render the data for each initial form to obtain the corresponding business form.

[0090] After obtaining one or more blank initial forms through step 104, data rendering is performed on each initial form based on the user data of the target user to obtain a complete business form.

[0091] Since the data rendering process for each initial form is the same, this embodiment of the application only uses the first initial form as an example to illustrate the data rendering process. The first initial form is any initial form in the initial form corresponding to each form template.

[0092] Based on the names of each field in the first initial form, the business field data corresponding to each field name is determined from the user data. Each determined business field data is then rendered under its corresponding field name in the first initial form, resulting in the business form corresponding to the first initial form.

[0093] For example, if the first initial form includes fields for vehicle owner's name, vehicle type, license plate number, and traffic ticket data, then the following data would be obtained from the user data: vehicle owner's name "Wang," vehicle type "sedan," license plate number "xxxxx," and traffic ticket data "1 red light violation." Then, "Wang" would be rendered into the cell corresponding to the vehicle owner's name in the first initial form, "sedan" into the cell corresponding to the vehicle type, "xxxxx" into the cell corresponding to the license plate number, and "1 red light violation" into the cell corresponding to the traffic ticket data.

[0094] The data rendering process described above involves filling in the target user's information in a blank first initial form, resulting in a business form. The same method is used to render the target user's information into each of the other initial forms, resulting in a business form for each of the other initial forms.

[0095] Step 106: Display each business form for the user to select, and identify the selected business form as the user business form corresponding to the target user.

[0096] After obtaining the business forms through step 105, each business form is displayed on the screen for the user to select. The user can browse each business form and then select one by clicking. The device determines the selected business form as the final user business form corresponding to the target user.

[0097] In this embodiment, a large number of form templates are generated using big data methods. Based on these templates, form templates are recommended to sales staff. The recommended templates are then automatically rendered using user data of the target users, automatically generating business forms. These generated business forms are displayed to the sales staff, allowing them to select the form that best suits their target business and user needs. This eliminates reliance on the sales staff's subjective experience, reduces human intervention in the form generation process, and improves the objectivity, accuracy, and efficiency of the generated forms. It also effectively prevents unauthorized operations by sales staff.

[0098] This application provides an apparatus for automatically generating forms, which is used to execute the method for automatically generating forms described in any of the above embodiments, such as... Figure 2 As shown, the device includes:

[0099] Module 201 is used to obtain user data corresponding to the target user;

[0100] The receiving module 202 is used to receive a form generation request for a target user. The form generation request includes key dimension information and user data.

[0101] The acquisition module 201 is also used to acquire at least one form template that matches the key dimension information and the dimension recommendation information corresponding to each form template from the form template database based on the key dimension information.

[0102] The data filling module 203 is used to fill data into each form template according to each form template and the dimension recommendation information corresponding to each form template, so as to obtain the initial form corresponding to each form template.

[0103] The data rendering module 204 is used to render data for each initial form based on user data, so as to obtain the business form corresponding to each initial form.

[0104] Display module 205 is used to display each business form for the user to select;

[0105] The determination module 206 is used to determine the selected business form as the user business form corresponding to the target user.

[0106] The acquisition module 201 is used to query the form template database to see if a form template containing the key dimension information is stored based on the key dimension information. If a form template containing the key dimension information is stored, the form template containing the key dimension information and its corresponding dimension recommendation information are acquired. If no form template containing the key dimension information is stored, the hierarchical list of dimensions corresponding to the key dimension information is determined, and the form template database is queried level by level according to the order of dimensions in the hierarchical list from bottom to top to see if a form template containing the superior dimension information of the key dimension information is stored. If a form template containing the superior dimension information of the key dimension information is stored, the form template containing the superior dimension information and its corresponding dimension recommendation information are acquired. If no form template containing the superior dimension information of the key dimension information is stored, the query continues until a form template containing the top-level dimension information corresponding to the key dimension information and its corresponding dimension recommendation information are found.

[0107] The data filling module 203 is used to determine the names of each table item corresponding to the first form template based on the dimension recommendation information corresponding to the first form template. The first form template is any form template among at least one form template that matches the key dimension information. The module fills each table item name into the first form template to obtain the initial form corresponding to the first form template.

[0108] The data rendering module 204 is used to determine the business table item data corresponding to each table item name from the user data according to the table item names included in the first initial form; and to render each business table item data to the corresponding table item name in the first initial form to obtain the business form corresponding to the first initial form.

[0109] The device also includes: a dimension information confirmation module, used to determine the dimension hierarchy list corresponding to the target business. The dimension hierarchy list includes multiple dimension information, which are arranged in a set hierarchy order. Based on the dimension hierarchy list, dimension data matching each level of dimension information is sequentially filtered from historical user data.

[0110] It also includes: a form template creation module, which is used to obtain the form controls corresponding to each dimension information according to the hierarchical list of dimensions corresponding to the target business; and combine the form controls corresponding to each dimension information into a form template corresponding to the target business.

[0111] It also includes a storage module, which stores the hierarchical lists of dimensions, the dimension data corresponding to the filtered dimension information at each level, and the form templates corresponding to the target business in the form template database.

[0112] In this embodiment, a large number of form templates are generated using big data methods. Based on these templates, form templates are recommended to sales staff. The recommended templates are then automatically rendered using user data of the target users, automatically generating business forms. These generated business forms are displayed to the sales staff, allowing them to select the form that best suits their target business and user needs. This eliminates reliance on the sales staff's subjective experience, reduces human intervention in the form generation process, and improves the objectivity, accuracy, and efficiency of the generated forms. It also effectively prevents unauthorized operations by sales staff.

[0113] This application provides a computer device. For example... Figure 3As shown, the computer device includes a processor, a storage medium, a memory, and a network interface connected via a device bus. The storage medium stores operating devices, a database, and computer-readable instructions. The database may store a sequence of control information. When executed by the processor, the computer-readable instructions enable the processor to implement a method for automatically generating forms. The processor provides computing and control capabilities to support the operation of the entire computer device. The memory stores computer-readable instructions, which, when executed by the processor, enable the processor to implement a method for automatically generating forms. The network interface of the computer device is used for communication with a terminal. Those skilled in the art will understand that… Figure 3 The structure shown is merely a block diagram of a portion of the structure related to the present application and does not constitute a limitation on the computer device to which the present application is applied. Specific computer devices may include more or fewer components than those shown in the figure, or combine certain components, or have different component arrangements.

[0114] The computer device includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, it performs the following steps: acquiring user data corresponding to the target user; receiving a form generation request for the target user, the form generation request including key dimension information and user data; based on the key dimension information, retrieving at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from a form template database; populating each form template with data based on each form template and the dimension recommendation information corresponding to each form template, obtaining an initial form corresponding to each form template; rendering each initial form with data based on the user data, obtaining a business form corresponding to each initial form; displaying each business form for the user to select from, and identifying the selected business form as the user business form corresponding to the target user.

[0115] When the processor executes the computer program, it performs the following steps: Based on the key dimension information, it queries the form template database to see if a form template containing the key dimension information is stored; if a form template containing the key dimension information is stored, it retrieves the form template containing the key dimension information and its corresponding dimension recommendation information; if no form template containing the key dimension information is stored, it determines the dimension hierarchy list corresponding to the key dimension information, and queries the form template database level by level according to the dimensions in the hierarchy list from bottom to top to see if a form template containing the superior dimension information of the key dimension information is stored. If a form template containing the superior dimension information of the key dimension information is stored, it retrieves the form template containing the superior dimension information and its corresponding dimension recommendation information; if no form template containing the superior dimension information of the key dimension information is stored, it continues to query until a form template containing the top-level dimension information corresponding to the key dimension information and its corresponding dimension recommendation information are found.

[0116] When the processor executes the computer program, it performs the following steps: Based on the dimension recommendation information corresponding to the first form template, it determines the names of each table item corresponding to the first form template, wherein the first form template is any form template among at least one form template that matches the key dimension information; and fills each table item name into the first form template to obtain the initial form corresponding to the first form template.

[0117] When the processor executes the computer program, it performs the following steps: based on the names of each table item included in the first initial form, it determines the business table item data corresponding to each table item name from the user data; the first initial form is any initial form in the initial form corresponding to each form template; and each business table item data is rendered to the corresponding table item name in the first initial form to obtain the business form corresponding to the first initial form.

[0118] When the processor executes the computer program, it performs the following steps: determining the hierarchical list of dimensions corresponding to the target business, the hierarchical list of dimensions includes multiple dimension information, and the multiple dimension information is arranged in a set hierarchical order; according to the hierarchical list of dimensions, sequentially filtering dimension data that matches the dimension information at each level from historical user data.

[0119] When the processor executes the computer program, it performs the following steps: based on the hierarchical list of dimensions corresponding to the target business, it retrieves the form controls corresponding to each dimension; and combines the form controls corresponding to each dimension into a form template corresponding to the target business.

[0120] When the processor executes the computer program, it performs the following steps: storing the hierarchical list of dimensions, the dimension data corresponding to the filtered dimension information at each level, and the form template corresponding to the target business in the form template database.

[0121] This application also proposes a storage medium storing computer-readable instructions, such as... Figure 4 As shown, when executed by one or more processors, the computer-readable instructions cause the one or more processors to perform the following steps: acquiring user data corresponding to the target user; receiving a form generation request for the target user, the form generation request including key dimension information and user data; acquiring at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from a form template database based on the key dimension information; populating each form template with data based on each form template and the dimension recommendation information corresponding to each form template to obtain an initial form corresponding to each form template; rendering each initial form with data based on the user data to obtain a business form corresponding to each initial form; displaying each business form for the user to select, and determining the selected business form as the user business form corresponding to the target user.

[0122] The processor can also perform the following steps: Based on the key dimension information, query the form template database to see if a form template containing the key dimension information is stored; if a form template containing the key dimension information is stored, obtain the form template containing the key dimension information and its corresponding dimension recommendation information; if no form template containing the key dimension information is stored, determine the dimension hierarchy list corresponding to the key dimension information, and query the form template database level by level according to the dimensions in the hierarchy list from bottom to top to see if a form template containing the superior dimension information of the key dimension information is stored. If a form template containing the superior dimension information of the key dimension information is stored, obtain the form template containing the superior dimension information and its corresponding dimension recommendation information; if no form template containing the superior dimension information of the key dimension information is stored, continue querying until a form template containing the top-level dimension information corresponding to the key dimension information and its corresponding dimension recommendation information are found.

[0123] The processor can also perform the following steps: determine the names of each table item corresponding to the first form template based on the dimension recommendation information corresponding to the first form template, wherein the first form template is any form template among at least one form template that matches the key dimension information; fill the names of each table item into the first form template to obtain the initial form corresponding to the first form template.

[0124] The processor can also perform the following steps: based on the names of each table item included in the first initial form, determine the business table item data corresponding to each table item name from the user data; the first initial form unit is any initial form in the initial form corresponding to each form template; and render each business table item data to the corresponding table item name in the first initial form to obtain the business form corresponding to the first initial form.

[0125] The processor can also perform the following steps: determine the hierarchical list of dimensions corresponding to the target business, the hierarchical list of dimensions includes multiple dimension information, the multiple dimension information is arranged in a set hierarchical order; according to the hierarchical list of dimensions, sequentially filter dimension data that match the dimension information at each level from historical user data.

[0126] The processor can also perform the following steps: based on the hierarchical list of dimensions corresponding to the target business, obtain the form controls corresponding to each dimension; combine the form controls corresponding to each dimension into a form template corresponding to the target business.

[0127] The processor can also perform the following steps: storing the hierarchical list of dimensions, the dimension data corresponding to the filtered dimension information at each level, and the form template corresponding to the target business in the form template database.

[0128] Those skilled in the art will understand that all or part of the processes in the methods of the above embodiments can be implemented by a computer program instructing related hardware. This computer program can be stored in a computer-readable storage medium, and when executed, it can include the processes of the embodiments of the methods described above. The aforementioned storage medium can be a magnetic disk, optical disk, read-only memory (ROM), or random access memory (RAM), etc.

[0129] The technical features of the above embodiments can be combined in any way. For the sake of brevity, not all possible combinations of the technical features in the above embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.

[0130] The embodiments described above are merely illustrative of several implementation methods of this application, and while the descriptions are specific and detailed, they should not be construed as limiting the scope of this patent application. It should be noted that those skilled in the art can make various modifications and improvements without departing from the concept of this application, and these all fall within the protection scope of this application. Therefore, the protection scope of this patent application should be determined by the appended claims.

Claims

1. A method of automatically generating a form, characterized by, The method comprises: obtaining user data corresponding to a target user; receiving a form generation request for the target user, the form generation request comprising key dimension information and the user data; obtaining at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from a form template database according to the key dimension information; performing data filling on each form template according to the dimension recommendation information corresponding to each form template to obtain an initial form corresponding to each form template; performing data rendering on each initial form according to the user data to obtain a business form corresponding to each initial form; displaying each business form for user selection, and determining the selected business form as a user business form corresponding to the target user; wherein the key dimension information is the lowest level dimension information in a dimension parent-child list corresponding to a target business; a plurality of dimension information corresponding to the target business is determined based on a business requirement of the target business; the plurality of dimension information is included in the dimension parent-child list and arranged in a set parent-child order.

2. The method of claim 1, wherein, The method further comprises: querying whether a form template containing the key dimension information is stored in the form template database according to the key dimension information; if a form template containing the key dimension information is stored, obtaining the form template containing the key dimension information and dimension recommendation information corresponding thereto; if a form template containing the key dimension information is not stored, determining a dimension parent-child list corresponding to the key dimension information, and querying whether a form template containing upper level dimension information of the key dimension information is stored in the form template database in a descending order of dimensions in the dimension parent-child list; if a form template containing the upper level dimension information of the key dimension information is stored, obtaining the form template containing the upper level dimension information and dimension recommendation information corresponding thereto; if a form template containing the upper level dimension information of the key dimension information is not stored, continuing to query until a form template containing top level dimension information corresponding to the key dimension information and dimension recommendation information corresponding thereto is found.

3. The method of claim 1, wherein, The method further comprises: determining each item name corresponding to a first form template according to dimension recommendation information corresponding to the first form template, the first form template being any one of the at least one form template matching the key dimension information; filling the item names in the first form template to obtain an initial form corresponding to the first form template.

4. The method of claim 1, wherein, The data rendering is performed on each initial form according to the user data, and a business form corresponding to each initial form is obtained. Each item name corresponding to the business item data is determined from the user data according to each item name included in the first initial form; and the first initial form is any one of the initial forms corresponding to the initial form template. Each business item data is rendered into the first initial form corresponding to the item name, and a business form corresponding to the first initial form is obtained.

5. The method according to any one of claims 1 to 4, characterized in that, Before the user data corresponding to the target user is obtained, the method further includes: A dimension upper and lower level list corresponding to the target business is determined. Dimension data matching the dimension information at each level is filtered from the historical user data according to the dimension upper and lower level list.

6. The method of claim 5, wherein, The method further includes: A form control corresponding to each dimension information is obtained according to the dimension upper and lower level list corresponding to the target business. The form control corresponding to each dimension information is combined into a form template corresponding to the target business.

7. The method of claim 6, wherein, The method further includes: The dimension upper and lower level list, the dimension data corresponding to the dimension information at each level filtered, and the form template corresponding to the target business are stored in a form template database.

8. An apparatus for automatically generating a form, the apparatus comprising: The method further includes: An obtaining module is configured to obtain user data corresponding to a target user. A receiving module is configured to receive a form generation request for the target user, the form generation request including key dimension information and the user data. The obtaining module is further configured to obtain at least one form template matching the key dimension information and dimension recommendation information corresponding to each form template from a form template database according to the key dimension information. A data filling module is configured to fill data in each form template according to the dimension recommendation information corresponding to each form template, and obtain an initial form corresponding to each form template. A data rendering module is configured to render data in each initial form according to the user data, and obtain a business form corresponding to each initial form. A display module is configured to display each business form for a user to select. A determining module is configured to determine the selected business form as a user business form corresponding to the target user. The key dimension information is the lowest level dimension information in the dimension upper and lower level list corresponding to the target business; the device is further configured to determine a plurality of dimension information corresponding to the target business based on a business requirement of the target business; the plurality of dimension information is included in the dimension upper and lower level list, and the plurality of dimension information is arranged in a set upper and lower level order.

9. A computer device including a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor to cause the processor to perform the steps of the method according to any one of claims 1 to 7.

10. A storage medium having stored thereon computer-readable instructions that, as a result of being executed by one or more processors, cause the one or more processors to perform the steps of the method as claimed in any one of claims 1 to 7.

Citation Information

Patent Citations

  • Form display method and device, electronic equipment and medium

    CN111949655A