Data Management Method and Device

By embedding plugins into business systems, judging and standardizing data collection methods, the problem of low data collection efficiency and high development costs of electronic archive platforms when facing various ERP or financial systems is solved, and efficient and flexible data integration is achieved.

CN114328387BActive Publication Date: 2025-10-31BEIJING HESI HUIZHI INFORMATION TECHNOLOGY CO LTD
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Patent Information

Application Number
CN202111632626.0
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2021-12-29
Publication Date
2025-10-31
Estimated Expiration
2041-12-29

AI Technical Summary

Technical Problem

In existing technologies, electronic record platforms suffer from low data collection efficiency and require secondary development when dealing with different ERP or financial systems, resulting in a large development workload and poor universality.

Method used

After being embedded into a business system, the plugin determines the data collection method, flexibly acquires business data, and standardizes it into a format that the second business system can recognize, thereby achieving data integration.

Benefits of technology

It improves data collection efficiency, reduces development costs and workload, enhances the flexibility and applicability of data integration, and avoids the need for separate development for each system.

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Abstract

This disclosure provides a data management method and apparatus. The method includes, after being embedded into the same deployment environment as a first business system, determining how to acquire business data from the first business system; acquiring the business data from the first business system based on the determined method; standardizing the business data; and sending the obtained standardized business data to a second business system so that the standardized business data can be processed by the second business system. By introducing the plugin into the business system, data can be flexibly collected using multiple methods through the plugin, and the collected data can be standardized, enabling efficient data integration with business systems. This overcomes the shortcomings of low efficiency in manual data collection in related technologies, as well as the high development costs, large workload, and poor universality caused by secondary development of the data acquisition system required for data collection from multiple business systems.
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Description

Technical Field

[0001] This disclosure relates to the field of data processing technology, specifically to a data management method and apparatus. Background Technology

[0002] When managing electronic record data, electronic record platforms typically need to collect electronic record data from ERP systems or financial systems, and different companies have a variety of ERP systems or financial systems.

[0003] In related technologies, when collecting electronic archive data, different ERP systems or financial systems are usually used to manually input the data or to perform secondary development on the electronic archive platform. However, these methods have technical problems such as low collection efficiency and large development workload. Summary of the Invention

[0004] The main purpose of this disclosure is to provide a data management method and apparatus.

[0005] To achieve the above objectives, according to a first aspect of this disclosure, a data management method is provided, comprising: after being embedded into a deployment environment identical to a first business system, a plugin determining a method for acquiring business data from the first business system; acquiring the business data from the first business system based on the determined method; standardizing the business data; and sending the obtained standardized business data to a second business system so that the standardized business data can be processed by the second business system.

[0006] Optionally, the plugin determines the method of obtaining business data from the first business system by: determining whether the plugin has data collection permissions for the database of the first business system; if it does not have data collection permissions, it obtains the business data of the first business system through a preset interface in the first business system, wherein the preset interface of the first business system is set at the data flow point in the first business system.

[0007] Optionally, the plugin may also determine the method of obtaining business data from the first business system by: if it has data collection permissions, obtaining business data from the first business system by collecting database data.

[0008] Optionally, standardizing the business data to send the standardized business data to the second business system includes: standardizing the preset parameters in the business data into parameters recognizable by the second business system, including: standardizing the definition fields of the preset parameters into standard fields, standardizing the data types of the preset parameters into standard types, and / or standardizing the data formats of the preset parameters into standard formats; and sending the standardized business data to the data interface of the second business system.

[0009] Optionally, in the process of obtaining business data of the first business system based on the method determined by the judgment, the method further includes: the plug-in collecting business data of the first business system based on a pre-configured processing method for triggering data collection.

[0010] According to a second aspect of this disclosure, a data management apparatus is provided, comprising: a judgment unit configured to, after being embedded in a deployment environment identical to a first business system, determine a method for acquiring business data from the first business system; a data reading unit configured to acquire business data from the first business system based on the determined method; and a data conversion unit configured to standardize the business data to send the standardized standard business data to a second business system.

[0011] Optionally, the judgment unit is further configured to include: the plug-in judging whether it has data collection permission for the database of the first business system; if it does not have data collection permission, it obtains the business data of the first business system through a preset interface in the first business system, wherein the preset interface of the first business system is set at the data flow point in the first business system.

[0012] Optionally, the judgment unit is further configured to include: if it has data collection authority, obtaining business data of the first business system by collecting database data.

[0013] According to a third aspect of this disclosure, a computer-readable storage medium is provided storing computer instructions for causing the computer to implement the data management method described in any of the first aspects.

[0014] According to a fourth aspect of this disclosure, an electronic device is provided, comprising: at least one processor; and a memory communicatively connected to the at least one processor; wherein the memory stores a computer program executable by the at least one processor, the computer program being executed by the at least one processor to cause the at least one processor to perform the data management method described in any implementation of the first aspect.

[0015] The data management method and apparatus disclosed herein include, after being embedded into the same deployment environment as a first business system, a plug-in determining a method for acquiring business data from the first business system; acquiring the business data from the first business system based on the determined method; and standardizing the business data to send the standardized business data to a second business system. By introducing the plug-in into the business system, data can be flexibly collected using multiple methods through the plug-in, and the collected data can be standardized, enabling efficient data integration between business systems. This overcomes the shortcomings of low efficiency in manual data collection in related technologies, as well as the high development costs, large workload, and poor universality caused by the need for secondary development of the data acquisition system to achieve data collection for multiple business systems. Attached Figure Description

[0016] To more clearly illustrate the technical solutions in the specific embodiments of this disclosure or the prior art, the drawings used in the description of the specific embodiments or the prior art will be briefly introduced below. Obviously, the drawings described below are some embodiments of this disclosure. For those skilled in the art, other drawings can be obtained from these drawings without creative effort.

[0017] Figure 1 This is a flowchart of a data management method according to an embodiment of the present disclosure;

[0018] Figure 2 This is an application scenario diagram of the data management method according to embodiments of the present disclosure;

[0019] Figure 3 This is a schematic diagram of an electronic device according to an embodiment of the present disclosure. Detailed Implementation

[0020] To enable those skilled in the art to better understand the present disclosure, the technical solutions of the present disclosure will be clearly and completely described below with reference to the accompanying drawings of the embodiments. Obviously, the described embodiments are only some embodiments of the present disclosure, and not all embodiments. Based on the embodiments of the present disclosure, all other embodiments obtained by those skilled in the art without creative effort should fall within the scope of protection of the present disclosure.

[0021] It should be noted that the terms "first," "second," etc., in the specification, claims, and accompanying drawings of this disclosure are used to distinguish similar objects and are not necessarily used to describe a specific order or sequence. It should be understood that such data can be interchanged where appropriate for the embodiments of this disclosure described herein. Furthermore, the terms "comprising" and "having," and any variations thereof, are intended to cover non-exclusive inclusion; for example, a process, method, system, product, or apparatus that comprises a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or units not explicitly listed or inherent to such processes, methods, products, or apparatus.

[0022] It should be noted that, unless otherwise specified, the embodiments and features described in this disclosure can be combined with each other. This disclosure will now be described in detail with reference to the accompanying drawings and embodiments.

[0023] The system architecture applicable to the method of this embodiment may include: a second business system, such as an electronic archive platform, through which users can manage electronic archive data; a first business system, such as an ERP system or a financial system (whose functions may be implemented by a server or server cluster), which can provide data to the electronic archive platform; and a plug-in for executing the method of this embodiment, which can be built into the ERP system or financial system to collect data and send the collected data to the electronic archive platform.

[0024] According to embodiments of this disclosure, a data management method is provided, such as... Figure 1 As shown, the method includes the following steps 101 to 103:

[0025] Step 101: After being embedded into the same deployment environment as the first business system, the plugin determines how to obtain the business data of the first business system.

[0026] In this embodiment, the deployment environment of the first business system can refer to the network environment in which the first business system is located (deployed). If it is in the same network environment (e.g., in the same local area network), as long as there is data flow in the network environment, the business data of the first business system can be obtained by means of database reading, TCP interface, or analysis of data packets. The business data can be the transmission data stream of ERP or financial system.

[0027] The deployment environment of the first business system can also be such that, after the first application system is deployed on the terminal, the terminal's operating system (e.g., Windows, Linux, etc.) can obtain the business data of the first business system by means of database reading, TCP interface, or analysis of data packets, as long as there is data flow in the same environment. This business data can be the transmission data stream of ERP or financial system, thereby realizing data sharing.

[0028] Once the plugin is built into a homogeneous environment, it can collect business data (such as electronic document data) from the primary business system in various ways. The plugin can flexibly choose the data collection method based on the primary business system. Collection methods include, but are not limited to, directly reading database data and / or collecting data through various APIs of the primary business system.

[0029] Furthermore, multiple data acquisition methods can be pre-configured for the plugin, and the plugin can also have an extension interface to extend different data acquisition methods to adapt to data acquisition from various business systems.

[0030] Step 102: Obtain business data from the first business system based on the method determined by the judgment.

[0031] In this embodiment, the plug-in flexibly selects the data collection method according to the first business system, which enhances the flexibility and applicability of data collection.

[0032] As an optional implementation method in this embodiment, the way the plug-in determines to obtain the business data of the first business system includes: the plug-in determining whether it has data collection permission for the database of the first business system; if it does not have data collection permission, it obtains the business data of the first business system through a preset interface in the first business system, wherein the preset interface of the first business system is set at the data flow point in the first business system.

[0033] In this optional implementation, the first business system typically provides two data access methods: one is providing database access permissions, and the other is accessing via an API. In addition, the first business system can also provide multiple access methods, and the plugin in this embodiment can implement data reading according to different first business systems.

[0034] In this embodiment, when collecting data, data can be collected first by directly accessing the database. If the first business system does not provide data access permissions, data can be collected through the preset interface of the first business system.

[0035] Furthermore, the number or type of preset interfaces of the first business system can be multiple. These preset interfaces can be set at the data flow point, including but not limited to the data transmission interface between the business modules of the first business system and the database; and, since the first business system has data interaction processes with other business systems, the interface can also be set as the data transmission interface between the first business system and other business systems.

[0036] As an optional implementation method in this embodiment, the way the plugin determines the acquisition of business data of the first business system also includes: if it has data acquisition permissions, it acquires the business data of the first business system by collecting database data.

[0037] In this optional implementation, when the plugin determines that the first business system provides database access permissions, the plugin can directly read the database of the first business system to obtain data.

[0038] As an optional implementation of this embodiment, in the process of obtaining business data of the first business system based on the method determined by the judgment, the method further includes: the plug-in collects business data of the first business system based on a pre-configured processing method for triggering data collection.

[0039] In this optional implementation, the pre-configured processing method for triggering data collection may include an automatic data collection method or a manual data collection method. The automatic data collection method may include a timed triggering method, in which business data of the first business system can be collected periodically during the collection process. Other triggering conditions may also be set to trigger data collection, including but not limited to triggering data collection after the plugin detects a change in business data.

[0040] Step 103: Standardize the business data so that the standardized business data is sent to the second business system.

[0041] In this embodiment, the data obtained from the first business system is typically not applicable to the second business system. Therefore, after obtaining the data from the first business system, the plugin in this embodiment can perform an overall transformation on the data using a pre-set model to standardize the data into the data format required by the interface of the second business system. The transformed data is then sent to the second business system via the API exposed by the second business system.

[0042] Understandably, the second business system can pre-standardize the interface and provide it to external systems for integration.

[0043] The second business system in this embodiment only needs to expose one set of data acquisition interfaces to acquire data, thereby overcoming the problem in related technologies that require secondary development of the data acquisition platform to acquire data from different business systems.

[0044] As an optional implementation of this embodiment, standardizing the business data to send the standardized business data to the second business system includes: standardizing the preset parameters in the business data into parameters that the second business system can recognize, including: standardizing the definition fields of the preset parameters into standard fields, standardizing the data types of the preset parameters into standard types, and / or standardizing the data formats of the preset parameters into standard formats; and sending the standardized business data to the data interface of the second business system.

[0045] In this optional implementation, the data from different primary business systems (e.g., electronic records from different ERP or financial systems) is complex and diverse in terms of data format, data type, and defined fields. If used directly, the data presented at the application layer of the secondary business system would be messy. However, the data from similar primary business systems (e.g., all primary business systems are ERP or financial systems) are quite similar, for example, in terms of similar named fields. Therefore, a unified transformation rule can be set for structurally similar data to obtain a data transformation model, thereby enabling rapid transformation of the acquired data.

[0046] In this embodiment, the plugin only needs to collect data according to the type of the system at the bottom layer of the business system, instead of analyzing and collecting data separately for each system, which can greatly reduce the workload of development.

[0047] Continue to refer to Figure 2 , Figure 2 The diagram illustrates an application scenario for the data management method. The plugin can be integrated into ERP or financial systems. Depending on the specific ERP or financial system, the EAI plugin uses various flexible methods, such as database crawling or API crawling, to collect data. The EAI plugin also converts the collected electronic record data into the standard API format required by the platform, transmitting the electronic record data to the electronic record platform. The data can then be sent to the electronic record platform via its API interface.

[0048] By embedding EAI plugins within ERP and financial system ecosystems, electronic record data is collected, then formatted into the standard data format of the electronic record platform and transmitted to it. This eliminates the need for data integration with the ERP system and reduces the workload of the electronic record platform. EAI can complete data collection through various methods, such as reading the database of the other party's ERP or financial system or capturing the other party's API data.

[0049] It should be noted that the steps shown in the flowchart in the accompanying drawings can be executed in a computer system such as a set of computer-executable instructions, and although a logical order is shown in the flowchart, in some cases the steps shown or described may be executed in a different order than that shown here.

[0050] According to an embodiment of this disclosure, an apparatus for implementing the above-described data management method is also provided. The apparatus includes: a judgment unit configured to, after being embedded in a deployment environment identical to that of a first business system, determine the method for acquiring business data from the first business system; a data reading unit configured to acquire business data from the first business system based on the determined method; and a data conversion unit configured to standardize the business data to send the standardized business data to a second business system.

[0051] As an optional implementation of this embodiment, the judgment unit is further configured to include: the plug-in judging whether it has data collection permission for the database of the first business system; if it does not have data collection permission, it obtains the business data of the first business system through a preset interface in the first business system, wherein the preset interface of the first business system is set at the data flow point in the first business system.

[0052] As an optional implementation of this embodiment, the determination unit is further configured to include: if it has data collection permissions, then obtain business data of the first business system by collecting database data.

[0053] This disclosure provides an electronic device, such as... Figure 3 As shown, the electronic device includes one or more processors 31 and a memory 32. Figure 3 Take a processor 31 as an example.

[0054] The controller may also include an input device 33 and an output device 34.

[0055] The processor 31, memory 32, input device 33, and output device 34 can be connected via a bus or other means. Figure 3 Taking the example of a connection between China and Israel via a bus.

[0056] Processor 31 can be a Central Processing Unit (CPU). Processor 31 can also be other general-purpose processors, digital signal processors (DSPs), application-specific integrated circuits (ASICs), field-programmable gate arrays (FPGAs), or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, or combinations thereof. The general-purpose processor can be a microprocessor or any conventional processor.

[0057] The memory 32, as a non-transitory computer-readable storage medium, can be used to store non-transitory software programs, non-transitory computer-executable programs, and modules, such as the program instructions / modules corresponding to the control method in the embodiments of this disclosure. The processor 31 executes various functional applications and data processing of the server by running the non-transitory software programs, instructions, and modules stored in the memory 32, thereby implementing the data management method of the above-described method embodiments.

[0058] The memory 32 may include a program storage area and a data storage area. The program storage area may store the operating system and applications required for at least one function; the data storage area may store data created by the use of the processing device operated by the server. Furthermore, the memory 32 may include high-speed random access memory and may also include non-transitory memory, such as at least one disk storage device, flash memory device, or other non-transitory solid-state storage device. In some embodiments, the memory 32 may optionally include memory remotely located relative to the processor 31, and these remote memories can be connected to a network connection device via a network. Examples of such networks include, but are not limited to, the Internet, intranets, local area networks, mobile communication networks, and combinations thereof.

[0059] Input device 33 can receive input numerical or character information, and generate key signal inputs related to user settings and function control of the server's processing device. Output device 34 may include display devices such as a display screen.

[0060] One or more modules are stored in memory 32, and when executed by one or more processors 31, they perform actions such as... Figure 1 The method shown.

[0061] 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. The program can be stored in a computer-readable storage medium. When executed, the program can include the processes of the embodiments of the motor control methods described above. The storage medium can be a magnetic disk, optical disk, read-only memory (ROM), random access memory (RAM), flash memory, hard disk drive (HDD), or solid-state drive (SSD), etc.; the storage medium can also include combinations of the above types of memory.

[0062] Although embodiments of the present disclosure have been described in conjunction with the accompanying drawings, those skilled in the art can make various modifications and variations without departing from the spirit and scope of the present disclosure, and such modifications and variations all fall within the scope defined by the appended claims.

Claims

1. A data management method, characterized in that, include: After being embedded into the same deployment environment as the first business system, the plugin determines how to obtain the business data from the first business system; Based on the method obtained from the aforementioned judgment, business data of the first business system is acquired; The business data is standardized, and the obtained standardized business data is sent to the second business system so that the standardized business data can be processed by the second business system. The plugin determines the way to obtain business data from the first business system by: determining whether it has data collection permissions for the database of the first business system; if it does not have data collection permissions, it obtains business data from the first business system through a preset interface in the first business system, wherein the preset interface of the first business system is set at the data flow point in the first business system. The plugin can also determine how to obtain business data from the first business system if it has data collection permissions, by collecting data from the database. In the process of obtaining business data of the first business system based on the judgment, the method further includes: the plug-in collects business data of the first business system based on a pre-configured processing method for triggering data collection; Standardizing the business data to send the standardized business data to the second business system includes: Standardize the preset parameters in the business data into parameters that can be recognized by the second business system, including: standardizing the definition fields of the preset parameters into standard definition fields, standardizing the data types of the preset parameters into standard data types, and / or standardizing the data formats of the preset parameters into standard data formats; The standardized business data is sent to the data interface of the second business system.

2. A data management device, characterized in that, include: The judgment unit is configured to determine, after being embedded into the same deployment environment as the first business system, how the plugin obtains the business data of the first business system. The data reading unit is configured to acquire business data from the first business system based on the method determined by the judgment. The data conversion unit is configured to standardize the business data and send the obtained standardized business data to the second business system so that the standardized business data can be processed by the second business system. The determination unit is further configured to include: The plugin determines whether it has data collection permissions for the database of the first business system. If there is no data collection permission, the business data of the first business system is obtained through the preset interface in the first business system. The preset interface of the first business system is set at the data flow point in the first business system. The judgment unit is further configured to include: if it has data collection authority, it obtains business data of the first business system by collecting database data; In the process of acquiring business data from the first business system based on the aforementioned judgment, the plugin collects business data from the first business system based on a pre-configured processing method for triggering data collection; The data conversion unit is specifically configured to standardize preset parameters in the business data into parameters recognizable by the second business system, including: standardizing the definition fields of the preset parameters into standard definition fields, standardizing the data types of the preset parameters into standard data types, and / or standardizing the data formats of the preset parameters into standard data formats; and sending the standardized business data to the data interface of the second business system.

3. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores computer instructions for causing the computer to perform the data management method of claim 1.

4. An electronic device, characterized in that, include: At least one processor; And a memory communicatively connected to the at least one processor; wherein the memory stores a computer program executable by the at least one processor, the computer program being executed by the at least one processor to cause the at least one processor to perform the data management method of claim 1.

Citation Information

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