Declaration document generation method, apparatus, device, medium, and product
By obtaining template identification information and generating an information filling page, and supplementing the template table and documents with items to be added based on user input data, the problem of tedious and repetitive filling of financial product application documents is solved, and the efficiency of application document generation is improved.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- CHINA CONSTRUCTION BANK
- Filing Date
- 2022-11-03
- Publication Date
- 2026-05-01
AI Technical Summary
The application and registration process for wealth management products requires filling out cumbersome, repetitive, and time-consuming application documents, resulting in low work efficiency for the staff.
By obtaining the template identifier information of the application document to be generated, the corresponding template table and document are retrieved from the application information table template library and document template library, an information filling page is generated, and the items to be supplemented in the template table and document are supplemented according to the data input by the user, thus generating the final application document.
This reduces the amount of information users need to fill in, avoids repetitive work, and improves the efficiency of generating application documents.
Smart Images

Figure CN115659939B_ABST
Abstract
Description
Application document generation methods, devices, equipment, media and products Technical Field
[0001] This application relates to the field of data processing technology, and in particular to a method, apparatus, device, medium and product for generating application documents. Background Technology
[0002] During the application and registration stage, wealth management products need to submit corresponding application documents to the wealth management registration center. The application documents include: a feasibility report of the wealth management product, internal audit documents, due diligence documents on relevant parties such as wealth management partners and custodians, legal documents signed with relevant parties, wealth management product sales documents, and other materials.
[0003] The staff in charge need to fill out the application documents for each wealth management product to be submitted, which is a tedious, repetitive and time-consuming task. Summary of the Invention
[0004] This application provides a method, apparatus, equipment, medium, and product for generating application documents, which solves the problem that the work of the personnel involved in the application process is tedious, repetitive, and time-consuming, as they need to fill out application documents for each financial product to be applied for.
[0005] Firstly, this application provides a method for generating application documents, including:
[0006] Obtain the template identifier information corresponding to the application document to be generated;
[0007] Based on the template identifier information corresponding to the application document to be generated, retrieve the application information template table corresponding to the application document to be generated from the application information table template library, and retrieve the application template document corresponding to the application document to be generated from the application document template library;
[0008] Generate an application information filling page based on the corresponding application information template, and obtain the data entered by the user on the application information filling page;
[0009] Based on the input data, supplement the items to be supplemented in the corresponding application information template table to generate the application information table corresponding to the application document to be generated;
[0010] Supplement the missing items in the corresponding application template document according to the corresponding application information form to generate the corresponding application document.
[0011] Secondly, this application provides a document generation device, comprising:
[0012] The template determination module is used to obtain the template identification information corresponding to the application document to be generated;
[0013] The template acquisition module is used to retrieve the application information template table corresponding to the application document to be generated from the application information table template library based on the template identifier information corresponding to the application document to be generated, and to retrieve the application template document corresponding to the application document to be generated from the application document template library.
[0014] The information acquisition module is used to generate an application information filling page based on the corresponding application information template and to acquire the data entered by the user on the application information filling page.
[0015] The information table generation module is used to supplement the items to be supplemented in the corresponding application information template table based on the input data, so as to generate the application information table corresponding to the application document to be generated;
[0016] The document generation module is used to supplement the missing items in the corresponding application template document based on the corresponding application information form, so as to generate the corresponding application document.
[0017] Thirdly, this application provides an electronic device, including: a processor, and a memory and a transceiver communicatively connected to the processor;
[0018] The memory stores computer-executed instructions; the transceiver is used for sending and receiving data.
[0019] The processor executes computer execution instructions stored in the memory to implement the declaration document generation method described in any of the above aspects.
[0020] Fourthly, this application provides a computer-readable storage medium storing computer-executable instructions, which, when executed by a processor, are used to implement the application document generation method described in any of the preceding aspects.
[0021] Fifthly, this application provides a computer program product, including computer execution instructions, which, when executed by a processor, implement the declaration document generation method described in any of the preceding aspects.
[0022] The application provides a method, apparatus, equipment, medium, and product for generating application documents. This involves: obtaining template identification information corresponding to the application document to be generated; retrieving the corresponding application information template table from a template library based on the template identification information; retrieving the corresponding application template document from the template library; generating an application information filling page based on the corresponding application information template table; obtaining the data entered by the user on the application information filling page; supplementing the missing items in the corresponding application information template table based on the entered data to generate the application information table corresponding to the application document to be generated; and supplementing the missing items in the corresponding application template document based on the corresponding application information table to generate the corresponding application document. After determining the template corresponding to the application document to be generated, the product elements that the user needs to fill in can be determined based on the corresponding application information template table, and an application information filling page can be generated. Users only need to fill in a small number of product elements on the application information filling page to supplement the missing items in the corresponding application information template table. Furthermore, based on the supplemented application information template table, at least one missing item in the corresponding application template document can be supplemented, reducing the amount of content required from the user, avoiding repetitive work, and improving the efficiency of obtaining the application document for the product to be applied for. Attached Figure Description
[0023] The accompanying drawings, which are incorporated in and form part of this specification, illustrate embodiments consistent with this application and, together with the description, serve to explain the principles of this application.
[0024] Figure 1 is a schematic diagram of a network architecture according to this application;
[0025] Figure 2 is a flowchart of the application document generation method provided in Embodiment 1 of this application;
[0026] Figure 3 is a schematic diagram of the supplementary application template document provided in the embodiments of this application;
[0027] Figure 4 is a schematic diagram of the application document generation device provided in Embodiment 4 of this application.
[0028] Figure 5 is a schematic diagram of the structure of the electronic device provided in Embodiment 5 of this application.
[0029] The accompanying drawings illustrate specific embodiments of this application, which will be described in more detail below. These drawings and descriptions are not intended to limit the scope of the concept in any way, but rather to illustrate the concept of this application to those skilled in the art through reference to particular embodiments. Detailed Implementation
[0030] Exemplary embodiments will now be described in detail, examples of which are illustrated in the accompanying drawings. When the following description relates to the drawings, unless otherwise indicated, the same numbers in different drawings denote the same or similar elements. The embodiments described in the following exemplary embodiments do not represent all embodiments consistent with this application. Rather, they are merely examples of apparatuses and methods consistent with some aspects of this application as detailed in the appended claims.
[0031] The terms "first," "second," etc., are used for descriptive purposes only and should not be construed as indicating or implying relative importance or implicitly specifying the number of technical features indicated. In the following descriptions of embodiments, "a plurality of" means two or more, unless otherwise explicitly defined.
[0032] First, the prior art involved in this invention will be described and analyzed in detail.
[0033] During the application and registration stage, wealth management products need to submit corresponding application documents to the wealth management registration center. The staff in charge need to fill in the application documents for each wealth management product to be applied for. However, there are many types of application documents for each wealth management product to be applied for, and the content is similar, which makes the work of the staff tedious, repetitive and time-consuming.
[0034] The inventors discovered in their research that by extracting differentiated content from application documents for different products to generate application template documents, and merging identical differentiated content from each application document to generate an application information template form for users to fill out, the amount of content that users need to fill out can be reduced, repetitive work for users can be avoided, and the efficiency of obtaining application documents for products to be applied for can be improved. Therefore, this application provides a method for generating application documents, which involves: obtaining template identification information corresponding to the application document to be generated; obtaining the application information template form corresponding to the application document to be generated from the application information template library based on the template identification information; obtaining the application template document corresponding to the application document to be generated from the application document template library; generating an application information filling page based on the corresponding application information template form, and obtaining the data entered by the user on the application information filling page; supplementing the items to be supplemented in the corresponding application information template form based on the input data to generate the application information form corresponding to the application document to be generated; and supplementing the items to be supplemented in the corresponding application template document based on the corresponding application information form to generate the corresponding application document. After determining the template corresponding to the application document to be generated, the product elements that the user needs to fill in can be determined based on the corresponding application information template table, and an application information filling page can be generated. The user only needs to fill in a small number of product elements on the application information filling page to supplement the items to be supplemented in the corresponding application information template table. Based on the supplemented application information template table, at least one item to be supplemented in the corresponding application template document can be supplemented, which reduces the amount of content that the user fills in, avoids repetitive work for the user, and improves the efficiency of obtaining the application document of the product to be applied for.
[0035] Figure 1 is a schematic diagram of the network architecture provided in an embodiment of this application. As shown in Figure 1, it includes a user terminal 1 and an electronic device 2. The user can input or select the template identifier information corresponding to the application document to be generated in the user terminal 1, thereby determining the template corresponding to the application document to be generated. After receiving the template identifier information corresponding to the application document to be generated sent by the user terminal 1, the electronic device 2 obtains the corresponding application information template table and application template document, and generates an application information filling page according to the corresponding application information template table, so that the user terminal 1 can display the application information filling page. After receiving the data input by the user in the application information filling page, the electronic device 2 can generate the corresponding application document according to the input data, the corresponding application information template table and the application template document.
[0036] It should be understood that the method provided in this application embodiment can be applied to the generation of application documents for financial products, and can also be applied to the generation of application documents for other products to be applied for, and this application does not limit it in this regard.
[0037] The collection, storage, use, processing, transmission, provision, and disclosure of financial data or user data involved in the technical solution of this application all comply with the provisions of relevant laws and regulations and do not violate public order and good morals.
[0038] The technical solution of this application and how the technical solution of this application solves the above-mentioned technical problems are described in detail below with specific embodiments. These specific embodiments can be combined with each other, and the same or similar concepts or processes may not be described again in some embodiments. The embodiments of this application will now be described with reference to the accompanying drawings.
[0039] Example 1
[0040] Figure 2 is a flowchart of the application document generation method provided in Embodiment 1 of this application. This embodiment addresses the problem that personnel need to fill out application documents for each financial product to be applied for, which is tedious, repetitive, and time-consuming. It provides a method for generating application documents. The method in this embodiment is applied to an application document generation device, which can be located in an electronic device. The electronic device can be a digital computer in various forms, such as a laptop computer, desktop computer, workbench, personal digital assistant, server, blade server, mainframe computer, and other suitable computers.
[0041] As shown in Figure 2, the specific steps of this method are as follows:
[0042] Step S101: Obtain the template identifier information corresponding to the application document to be generated.
[0043] Among them, the application documents to be generated are the application documents that need to be submitted when applying for the product.
[0044] In this embodiment, the template identifier information corresponding to the application document to be generated is used to determine the template used when generating the application document. This template identifier information can be the identifier of the application information template table corresponding to the application document to be generated, or it can be the identifier of the application template document corresponding to the application document to be generated. The template identifier information can be a unique identifier for the template, such as the template name or template number.
[0045] This application does not limit the method of obtaining the template identifier information corresponding to the application document to be generated. For example, the user can directly input the template identifier corresponding to the application document to be generated on the user terminal, and the user terminal will send the input template identifier to the electronic device; the user can also input relevant information of the product to be applied for, and determine the template identifier information corresponding to the application document to be generated based on the relevant information of the product to be applied for.
[0046] Step S102: Obtain the application information template table corresponding to the application document to be generated from the application information table template library according to the template identifier information corresponding to the application document to be generated, and obtain the application template document corresponding to the application document to be generated from the application document template library.
[0047] In this embodiment of the application, if the template identification information is the identification information of the application information template table corresponding to the application document to be generated, the application information template table corresponding to the application document to be generated can be obtained from the application information table template library according to the identification information of the application information template table; the application template document that is associated with the corresponding application information template table is determined as the application template document corresponding to the application document to be generated and the corresponding application template document is obtained.
[0048] If the template identification information is the identification information of at least one application template document corresponding to the application document to be generated, then the application template document corresponding to the application document to be generated can be obtained from the application information table template library based on the identification information of at least one application template document; the application information template table with a high matching degree with the application template document corresponding to the application document to be generated is determined as the application information template table corresponding to the application document to be generated and the corresponding application information template table is obtained.
[0049] Step S103: Generate an application information filling page based on the corresponding application information template, and obtain the data entered by the user on the application information filling page.
[0050] Specifically, the application information filling page generated based on the corresponding application information template includes the items to be supplemented in the corresponding application information template. After the application information filling page is generated, the user terminal can display the application information filling page. After the user enters data on the application information filling page, the user terminal sends the input data to the electronic device so that the electronic device can obtain the data entered by the user on the application information filling page.
[0051] Step S104: Based on the input data, supplement the items to be supplemented in the corresponding application information template table to generate the application information table corresponding to the application document to be generated.
[0052] In this embodiment of the application, the input data can be added to the corresponding application information template table to complete the items to be added in the corresponding application information template table, and the supplemented application information template table is determined as the application information table corresponding to the application document to be generated.
[0053] Step S105: Supplement the missing items in the corresponding application template document according to the corresponding application information form to generate the corresponding application document.
[0054] In this embodiment, the corresponding application template document can be supplemented based on the information in the corresponding application information table to complete the items to be supplemented in the corresponding application template document, and the supplemented application template document is determined as the corresponding application document. The corresponding application document is the application document required to be submitted when applying for the product to be applied for.
[0055] The method for generating application documents provided in this application embodiment involves: obtaining template identification information corresponding to the application document to be generated; retrieving the application information template table corresponding to the application document to be generated from the application information table template library based on the template identification information; retrieving the application template document corresponding to the application document to be generated from the application document template library; generating an application information filling page based on the corresponding application information template table and obtaining the data entered by the user on the application information filling page; supplementing the items to be supplemented in the corresponding application information template table based on the input data to generate the application information table corresponding to the application document to be generated; and supplementing the items to be supplemented in the corresponding application template document based on the corresponding application information table to generate the corresponding application document. After determining the template corresponding to the application document to be generated, the product elements that the user needs to fill in can be determined based on the corresponding application information template table, and an application information filling page can be generated. The user only needs to fill in a small number of product elements on the application information filling page to supplement the items to be supplemented in the corresponding application information template table, and can supplement at least one item to be supplemented in the corresponding application template document based on the supplemented application information template table, reducing the amount of content to be filled in by the user, avoiding repetitive work by the user, and improving the efficiency of obtaining the application document to be submitted.
[0056] Optionally, after generating the corresponding application documents, an application document file package and a corresponding product information list can also be generated, specifically including the following steps:
[0057] Step S106: Obtain the document type directory and product information list template.
[0058] In this embodiment of the application, the document type directory and product information list template can be pre-configured, so that when adding or deleting document types, there is no need to develop an application document generation device and corresponding computer program.
[0059] In this embodiment, the issuing institution of the wealth management product should register information before the sale of the wealth management product, and the submitted application documents should include the following: 1. Feasibility report of the wealth management product; 2. Internal audit documents; 3. Due diligence documents on wealth management partners, wealth management custodians, and other relevant parties; 4. Legal documents signed with wealth management partners, wealth management custodians, and other relevant parties; 5. Sales documents for the wealth management product, including the wealth management product sales agreement, wealth management product prospectus, etc.; 6. Other materials required by the supervisory and regulatory authorities. Therefore, the document types in the document type directory can include: 01 Feasibility report of the wealth management product, 02 Internal audit documents, 03 Due diligence documents, 04 Legal documents, 05 Sales documents for the wealth management product, and 06 Other materials.
[0060] In this embodiment of the application, the product information list template can be in Excel format, and the items to be filled in include: basic product information, sales information, and participant information, etc.
[0061] Step S107: Generate subfolders corresponding to each type of document in the document type directory, and place the corresponding application documents into the subfolders corresponding to their document types.
[0062] In this embodiment of the application, the description file of the application template document may also include the document type of the application template document; the description file of the application template document corresponding to the application document can be obtained, the document type of the corresponding application document can be determined according to the document type in the description file, and the corresponding application document can be placed in the subfolder corresponding to its document type.
[0063] Step S108: Compress the subfolders corresponding to various documents into an application document file package.
[0064] Step S109: Supplement the product information list template according to the corresponding declaration information form to generate the corresponding product information list.
[0065] In this embodiment of the application, the items to be supplemented in the product information list template are in the corresponding declaration information table. The product information list template can be supplemented according to the corresponding declaration information table, and the supplemented product information list template is determined as the corresponding product information list.
[0066] In this embodiment, a single product's corresponding application document package and product information list can be generated at once, or multiple products' corresponding application document packages and product information lists can be generated. Specifically, if an instruction to create a product's corresponding application document package and product information list is received, then step S106 and subsequent steps are executed to generate the product's corresponding application document package and product information list.
[0067] In this embodiment of the application, after generating the corresponding product information list and application document package, the person in charge can submit the product information list and application document package corresponding to the product to be applied for in order to complete the application for the product to be applied for.
[0068] The application document generation method provided in this embodiment obtains a document type directory and a product information list template; generates subfolders corresponding to each type of document in the document type directory, and places the corresponding application documents into the subfolders corresponding to their respective document types; compresses the subfolders corresponding to each type of document into an application document file package; and supplements the product information list template according to the corresponding application information table to generate the corresponding product information list. This method can generate application document file packages and product information lists for multiple products, eliminating the need to manually organize the corresponding application documents for the products to be applied for and fill in the corresponding product information lists, thus improving the efficiency of product application.
[0069] Example 2
[0070] Based on any of the above embodiments, this embodiment involves a refinement of an implementation of step S102, which involves retrieving the application information template table corresponding to the application document to be generated from the application information table template library according to the template identifier information corresponding to the application document to be generated, and retrieving the application template document corresponding to the application document to be generated from the application document template library. Specifically, it includes the following steps:
[0071] Step S201: Obtain the application information template table corresponding to the application document to be generated from the application information template library according to the identification information of the corresponding application information template table.
[0072] Step S202: Obtain the identification information of the application template document that is related to it from the corresponding application information template table, and obtain the application template document corresponding to the application document to be generated from the application document template library according to the identification information of the application template document that is related to it.
[0073] In this embodiment of the application, the template identification information is the identification information of the corresponding application information template table, which includes the identification information of the application template documents that are related to it.
[0074] Specifically, after obtaining the identification information of the corresponding application information template table, the application information template table with the identification information of the corresponding application information template table is obtained from the application information template table library, and the application information template table is identified as the corresponding application information template table; the identification information of at least one application template document with a relationship with it is read from the corresponding application information template table; at least one application template document with the identification information of the application template document with a relationship with it is obtained from the application document template library, and the obtained at least one application template document is identified as the application template document corresponding to the application document to be generated.
[0075] The application document generation method provided in this application embodiment retrieves the application information template table corresponding to the application document to be generated from the application information template library based on the identification information of the corresponding application information template table; retrieves the identification information of the application template document with which it is associated from the corresponding application information template table; and retrieves the application template document corresponding to the application document to be generated from the application document template library based on the identification information of the application template document with which it is associated. This method can determine and obtain the application information template table and the corresponding application template document corresponding to the application document to be generated simply by obtaining the identification information of the application information template table, eliminating the need for the user to input or select the identification information of each application template document individually, thus reducing the user's workload and improving the efficiency of generating application documents.
[0076] Optionally, after obtaining the application information template table corresponding to the application document to be generated, the application information template table can be modified, including:
[0077] Step S203: Generate the declaration information template table configuration page so that the user terminal can display the declaration information template table configuration page.
[0078] Step S204: In response to a modification operation on at least one of the identification information, fields to be filled, fixed fields and their corresponding fixed values of the application template document that is associated with the application information template table corresponding to the application document to be generated, modify the application information template table corresponding to the application document to be generated.
[0079] The application information template table configuration page includes the identification information of the application template document that is associated with the application information template table corresponding to the application document to be generated, as well as the fields to be filled, fixed fields and their corresponding fixed values in the application information template table corresponding to the application document to be generated.
[0080] In this embodiment, the fixed fields are common elements of similar products, such as the product's issuing institution code, product revenue type, and product operation mode; the fields to be filled are elements that differentiate between products, such as product code and product name.
[0081] In this embodiment, users can modify the application information template table through the application information template table configuration page to make the application information template table more suitable for the product to be applied for.
[0082] Optionally, the fields to be filled and fixed fields in the declaration information template table can be stored in a key-value format, mainly including the field name, the Chinese name of the field, the field type, the module in which the field is located, and the position of the field in the module.
[0083] Optionally, the generated application information template configuration page can provide the function of adding or modifying the application information template. For example, after modifying the application information template, it can also be renamed and stored so that the original application information template is retained in the application information template library.
[0084] For example, if a product is to be released in 10 phases, one phase per month, and all other product elements are exactly the same, then a template can be set up. The common parameters of the 10 phases of the product can be used as fixed values in the template, including information such as the currency to be raised, the investment direction of funds, the product's issuing institution code, the product's return type, and the product's operation mode. The fields that are different for each product, such as the product code, name, fundraising start date, and fundraising end date, can be used as the content to be filled in the template.
[0085] The application document generation method provided in this embodiment generates an application information template table configuration page, which is then displayed on the user terminal. The application information template table configuration page includes identification information of application template documents associated with the application information template table corresponding to the application document to be generated, as well as fields to be filled, fixed fields, and their corresponding fixed values in the application information template table corresponding to the application document to be generated. In response to a modification operation on at least one of the identification information, fields to be filled, fixed fields, and their corresponding fixed values of the application template document associated with the application information template table corresponding to the application document to be generated, the application information template table corresponding to the application document to be generated is modified. Users can modify the application information template table through the application information template table configuration page to make the application information template table more suitable for the product to be applied for.
[0086] Example 3
[0087] The following example illustrates the application document generation method provided in the above embodiments, including the following steps:
[0088] Step S301: Obtain the product type corresponding to the application document to be generated.
[0089] In this embodiment of the application, the template corresponding to the application document to be generated can be determined according to the product type to which the application document to be generated is located.
[0090] This application embodiment does not limit the method of obtaining the product type corresponding to the application document to be generated.
[0091] For example, the user terminal can display a template confirmation interface, which may include an input box or selection box for the product type, as well as input boxes or selection boxes for basic product information such as product number and product name. After the user inputs or selects the product type corresponding to the application document to be generated on the template confirmation interface, the user terminal can send the product type corresponding to the application document to be generated to the electronic device so that the electronic device can obtain the product type corresponding to the application document to be generated.
[0092] Step S302: Determine at least one template identifier that is associated with the corresponding product type and generate a template identifier list based on at least one template identifier.
[0093] The template identifier list includes at least one template identifier that is associated with the corresponding product type.
[0094] In this embodiment, product type and template identification information can be stored in a data table. At least one template identification information associated with the corresponding product type can be determined based on this data table. Alternatively, the association between product type and template identification information can be stored by marking the product types associated with the application template document and application information template table. At least one template identification information associated with the corresponding product type can be determined by reading the product type tags in the application template document and application information template table. Any feasible method can also be used to determine at least one template identification information associated with the corresponding product type. For example, the description file of the application template document may include the product type corresponding to the application template document. After obtaining the product type, the template identification information associated with that product type can be obtained.
[0095] Step S303: In response to the template identifier information selected by the user from the template identifier list, the selected template identifier information is determined as the template identifier information corresponding to the application document to be generated.
[0096] In this embodiment of the application, after generating the template identifier list, the template identifier list can be sent to the user terminal so that the user terminal can display the template identifier list; the user can select the template identifier information of the template applicable to the product to be declared from the template identifier list; the user terminal can send the selected template identifier information to the electronic device, and the electronic device will determine the selected template identifier information as the template identifier information corresponding to the application document to be generated.
[0097] The method for generating application documents provided in this application embodiment obtains the product type corresponding to the application document to be generated; determines at least one template identifier information that is associated with the corresponding product type and generates a template identifier list based on the at least one template identifier information; and, in response to the template identifier information selected by the user from the template identifier list, determines the selected template identifier information as the template identifier information corresponding to the application document to be generated. By allowing the user to input or select the product type of the product to be declared, a list of template identifiers matching the product to be declared can be determined. This avoids situations where users are unfamiliar with the content of each template and its corresponding product type, making it difficult to determine the template identifier information corresponding to the application document to be generated, or where the determined template for the application document to be generated does not match the product to be declared. Furthermore, it narrows down the selection range of templates corresponding to the application document to be generated, making it easier for users to quickly determine the template corresponding to the application document to be generated, thus improving the efficiency of obtaining the template identifier information corresponding to the application document to be generated.
[0098] Step S304: Obtain the application information template table corresponding to the application document to be generated from the application information table template library according to the template identifier information corresponding to the application document to be generated, and obtain the application template document corresponding to the application document to be generated from the application document template library.
[0099] Step S305: Generate a declaration information filling page according to the display positions of the fields to be filled and the fixed fields on the declaration information filling page. The generated declaration information filling page includes the fields to be filled, the fixed fields and their corresponding fixed values.
[0100] In this embodiment, the application information template table may include fields to be filled in, fixed fields and their corresponding fixed values, and the display positions of the fields to be filled in and the fixed fields on the application information filling page. The fields to be filled in include product type; they may also include fields that differ from product to product, such as product code, product name, fundraising start date, and fundraising end date.
[0101] Step S306: Enter the product type corresponding to the application document to be generated in the corresponding position of the product type to be filled in.
[0102] In this embodiment of the application, since the product type corresponding to the application document to be generated is obtained in step S301, the product type corresponding to the application document to be generated can be directly filled into the corresponding position of the product type to be filled in, so that the corresponding product type is displayed on the application information filling page in the user terminal, without the need for the user to fill it in.
[0103] Step S307: Obtain the element values corresponding to the fields to be filled in by the user on the declaration information filling page.
[0104] In this embodiment of the application, after the user enters the element value corresponding to the field to be filled in on the declaration information filling page, the user terminal can send the element value entered by the user to the electronic device, so that the electronic device can obtain the element value corresponding to the field to be filled in by the user on the declaration information filling page.
[0105] The application document generation method provided in this embodiment generates an application information filling page according to the display positions of the fields to be filled and fixed fields on the application information filling page. The generated application information filling page includes the fields to be filled, fixed fields, and their corresponding fixed values. The product type corresponding to the application document to be generated is entered in the corresponding position of the product type to be filled, so that the user terminal displays the filled application information filling page. The method also obtains the element values corresponding to the fields to be filled entered by the user on the application information filling page. This method allows users to enter only the element values corresponding to the fields to be filled on the application information filling page, without needing to enter the fixed values corresponding to the fixed fields. Furthermore, it eliminates the need for users to enter the element values corresponding to the fields to be filled that were already entered when determining the template identifier information corresponding to the application document to be generated. This reduces the amount of data entered by the user and improves the efficiency of obtaining the data entered by the user on the application information filling page.
[0106] Step S308: Supplement the obtained element values to the items to be supplemented in the corresponding declaration information template table, and determine the corresponding declaration template document after supplementation as the corresponding declaration document.
[0107] In this embodiment of the application, the obtained element values include element values manually filled in by the user and element values automatically filled in.
[0108] In this embodiment of the application, the element values of the fields to be filled in the application information template table are to be supplemented. After supplementing the element values of the fields to be filled with the obtained element values, the corresponding application document can be obtained.
[0109] The application document generation method provided in this application embodiment supplements the obtained element values into the items to be supplemented in the corresponding application information template table, and determines the supplemented corresponding application template document as the corresponding application document. The corresponding application document can be obtained, and the corresponding application document can be generated based on the corresponding application document.
[0110] Step S309: Obtain the corresponding application template document's explanatory file.
[0111] The documentation includes the assignment rules for the items to be supplemented in the corresponding application template document. The documentation may also include: document type, its relationship with product type, and the items to be supplemented in the application template document.
[0112] Step S310: Based on the assignment rules of the supplementary items in the corresponding application template document and the element values and / or fixed values of the fields to be filled in the corresponding application information table, supplement the supplementary items in the corresponding application template document.
[0113] Step S311: Confirm the supplemented application template document as the corresponding application document.
[0114] In one optional implementation, the items to be supplemented in the application template document can be marked in the application template document by means of field numbers. The field numbers include the numbers of the fields to be filled in the application information template table, and may also include the numbers of fixed fields in the application information template table. Then, the assignment rule for the corresponding items to be supplemented in the application template document can be to fill in the values corresponding to the field numbers in the application information table into the corresponding items to be supplemented in the application template document.
[0115] In another optional implementation, items to be supplemented in the application template document can be marked in the application template document by means of supplementary item numbers. Then, the assignment rules for the corresponding supplementary items in the application template document can be the assignment rules corresponding to each supplementary item number. For example, it may specifically include: using the supplementary item number corresponding to the element value of the specified field to be filled; obtaining the calculation result obtained by calculating the element values corresponding to multiple specified fields to be filled and / or the fixed values corresponding to fixed fields according to the set calculation rules, and using the calculation result to supplement the supplementary item number.
[0116] Figure 3 is a schematic diagram of the supplementary corresponding application template document provided in the embodiment of this application. As shown in Figure 3, the element values corresponding to the fields to be filled in the application information template table can be supplemented according to the data input by the user, and the corresponding application information table can be generated. According to the assignment rules of the supplementary items in the application template document and the element values corresponding to the fields to be filled in the corresponding application information table and / or the fixed values corresponding to the fixed fields, at least one supplementary item in the corresponding application template document can be supplemented to generate the corresponding application document.
[0117] The application document generation method provided in this application embodiment obtains a description file of the corresponding application template document; the description file includes the assignment rules for the supplementary items in the corresponding application template document; supplements the supplementary items in the corresponding application template document according to the assignment rules for the supplementary items and the element values and / or fixed values of the fields to be filled in the corresponding application information table; and determines the supplemented application template document as the corresponding application document. Supplementing the supplementary items in the corresponding application template document according to the assignment rules eliminates the need for users to fill in each supplementary item in the application template document, reducing the amount of data input by users and improving the efficiency of generating application documents.
[0118] Example 4
[0119] Figure 4 is a schematic diagram of the structure of the application document generation device provided in Embodiment 4 of this application. The application document generation device provided in this embodiment can execute the processing flow provided in the application document generation method embodiment. As shown in Figure 4, the application document generation device 40 includes: a template determination module 401, a template acquisition module 402, an information acquisition module 403, an information table generation module 404, and a document generation module 405.
[0120] Specifically, the template determination module 401 is used to obtain the template identification information corresponding to the application document to be generated.
[0121] The template acquisition module 402 is used to obtain the application information template table corresponding to the application document to be generated from the application information table template library according to the template identifier information corresponding to the application document to be generated, and to obtain the application template document corresponding to the application document to be generated from the application document template library.
[0122] The information acquisition module 403 is used to generate an application information filling page based on the corresponding application information template table, and to acquire the data entered by the user on the application information filling page.
[0123] The information table generation module 404 is used to supplement the items to be supplemented in the corresponding application information template table based on the input data, so as to generate the application information table corresponding to the application document to be generated.
[0124] The document generation module 405 is used to supplement the missing items in the corresponding application template document based on the corresponding application information form, so as to generate the corresponding application document.
[0125] The apparatus provided in this application embodiment can be specifically used to execute the method embodiment provided in Embodiment 1 above, and the specific functions will not be repeated here.
[0126] Optionally, the template determination module 401 is specifically used to obtain the product type corresponding to the application document to be generated; determine at least one template identification information that is associated with the corresponding product type and generate a template identification list based on the at least one template identification information; and in response to the template identification information selected by the user from the template identification list, determine the selected template identification information as the template identification information corresponding to the application document to be generated.
[0127] Optionally, the template identification information is the identification information of the corresponding application information template table, which includes the identification information of the application template documents that are related to it; the template acquisition module 402 is specifically used to: obtain the application information template table corresponding to the application document to be generated from the application information table template library according to the identification information of the corresponding application information template table; obtain the identification information of the application template documents that are related to it from the corresponding application information template table, and obtain the application template document corresponding to the application document to be generated from the application document template library according to the identification information of the application template documents that are related to it.
[0128] Optionally, the application information template table includes fields to be filled, fixed fields, and their corresponding fixed values; the application document generation device 40 further includes a template table configuration module. The template table configuration module is used to: generate an application information template table configuration page so that the user terminal can display the application information template table configuration page; the application information template table configuration page includes identification information of application template documents that are associated with the application information template table corresponding to the application document to be generated, as well as fields to be filled, fixed fields, and their corresponding fixed values in the application information template table corresponding to the application document to be generated; in response to a modification operation on at least one of the identification information, fields to be filled, fixed fields, and their corresponding fixed values of the application template document that is associated with the application information template table corresponding to the application document to be generated, the application information template table corresponding to the application document to be generated is modified.
[0129] Optionally, the declaration information template table includes fields to be filled, fixed fields and their corresponding fixed values, and the display positions of the fields to be filled and the fixed fields on the declaration information filling page; the fields to be filled include product type; the information acquisition module 403 is specifically used to generate the declaration information filling page according to the display positions of the fields to be filled and the fixed fields on the declaration information filling page, the generated declaration information filling page including the fields to be filled, the fixed fields and their corresponding fixed values; fill in the product type corresponding to the declaration document to be generated in the corresponding position of the product type to be filled, so that the user terminal displays the filled declaration information filling page; and obtain the element values corresponding to the fields to be filled entered by the user on the declaration information filling page.
[0130] Optionally, the information table generation module 404 is specifically used to supplement the acquired element values into the items to be supplemented in the corresponding declaration information template table; and to determine the corresponding declaration template document after supplementation as the corresponding declaration document.
[0131] Optionally, the document generation module 405 is specifically used to obtain the description file of the corresponding application template document; the description file includes the assignment rules for the items to be supplemented in the corresponding application template document; supplement the items to be supplemented in the corresponding application template document according to the assignment rules for the items to be supplemented in the corresponding application template document and the element values and / or fixed values of the fields to be filled in the corresponding application information table; and determine the supplemented application template document as the corresponding application document.
[0132] Optionally, the application document generation device 40 further includes a material generation module. The material generation module is used to: obtain a document type directory and a product information list template; generate subfolders corresponding to various documents in the document type directory, and place the corresponding application documents into the subfolders corresponding to their respective document types; compress the subfolders corresponding to various documents into an application document file package; and supplement the product information list template according to the corresponding application information table to generate the corresponding product information list.
[0133] The apparatus provided in this application embodiment can be specifically used to execute the above method embodiments, and its specific functions will not be described in detail here.
[0134] Example 5
[0135] Figure 5 is a schematic diagram of the structure of the electronic device provided in Embodiment 5 of this application. As shown in Figure 5, this application also provides an electronic device 50, including: a memory 501, a processor 502 and a transceiver 503.
[0136] The memory 501 stores computer-executed instructions, and the transceiver 503 sends and receives data. The memory 501, processor 502, and transceiver 503 are communicatively connected. Specifically, the program may include program code, which includes computer-executed instructions. The memory 501 may include high-speed RAM, and may also include non-volatile memory, such as at least one disk drive.
[0137] The processor 502 is used to execute computer execution instructions stored in the memory 501.
[0138] The computer execution instructions are stored in memory 501 and configured to be executed by processor 502 to implement the method provided in any embodiment of this application. Related descriptions can be understood by referring to the relevant descriptions and effects corresponding to the steps in the accompanying drawings, and will not be elaborated upon here.
[0139] In this embodiment, the memory 501 and the processor 502 are connected via a bus. The bus can be an Industry Standard Architecture (ISA) bus, a Peripheral Component Interconnect (PCI) bus, or an Extended Industry Standard Architecture (EISA) bus, etc. Buses can be categorized as address buses, data buses, control buses, etc. For ease of illustration, only one thick line is used in Figure 5, but this does not imply that there is only one bus or one type of bus.
[0140] This application also provides a computer-readable storage medium storing computer-executable instructions, which are executed by a processor to implement the method provided in any embodiment of this application.
[0141] This application also provides a computer program product, including computer execution instructions, which, when executed by a processor, implement the method provided in any embodiment of this application.
[0142] In the several embodiments provided in this application, it should be understood that the disclosed apparatus and methods can be implemented in other ways. For example, the apparatus embodiments described above are merely illustrative; for instance, the division of modules is only a logical functional division, and in actual implementation, there may be other division methods. For example, multiple modules or components may be combined or integrated into another system, or some features may be ignored or not executed. Furthermore, the coupling or direct coupling or communication connection shown or discussed may be through some interfaces; the indirect coupling or communication connection between apparatuses or modules may be electrical, mechanical, or other forms.
[0143] The modules described as separate components may or may not be physically separate. Similarly, the components shown as modules may or may not be physical modules; they may be located in one place or distributed across multiple network modules. Some or all of the modules can be selected to achieve the purpose of this embodiment, depending on actual needs.
[0144] Furthermore, the functional modules in the various embodiments of this application can be integrated into one processing module, or each module can exist physically separately, or two or more modules can be integrated into one module. The integrated module can be implemented in hardware or in a combination of hardware and software functional modules.
[0145] The program code used to implement the methods of this application may be written in any combination of one or more programming languages. This program code may be provided to the processor or controller of a general-purpose computer, special-purpose computer, or other programmable full-path fusion device, such that when executed by the processor or controller, the functions / operations specified in the flowcharts and / or block diagrams are implemented. The program code may be executed entirely on a machine, partially on a machine, as a standalone software package partially on a machine and partially on a remote machine, or entirely on a remote machine or server.
[0146] In the context of this application, a machine-readable medium can be a tangible medium that may contain or store a program for use by or in conjunction with an instruction execution system, apparatus, or device. A machine-readable medium can be a machine-readable signal medium or a machine-readable storage medium. Machine-readable media can be, but is not limited to, electronic, magnetic, optical, electromagnetic, infrared, or semiconductor systems, apparatus, or devices, or any suitable combination of the foregoing. More specific examples of machine-readable storage media include electrical connections based on one or more wires, portable computer disks, hard disks, random access memory (RAM), read-only memory (ROM), erasable programmable read-only memory (EPROM or flash memory), optical fibers, portable compact disk read-only memory (CD-ROM), optical storage devices, magnetic storage devices, or any suitable combination of the foregoing.
[0147] Furthermore, although the operations are described in a specific order, this should be understood as requiring that such operations be performed in the specific order shown or in sequential order, or requiring that all illustrated operations be performed to achieve the desired result. In certain environments, multitasking and parallel processing may be advantageous. Similarly, although several specific implementation details are included in the above discussion, these should not be construed as limiting the scope of this application. Certain features described in the context of individual embodiments may also be implemented in combination in a single implementation. Conversely, various features described in the context of a single implementation may also be implemented individually or in any suitable sub-combination in multiple implementations.
[0148] Other embodiments of this application will readily occur to those skilled in the art upon consideration of the specification and practice of the invention disclosed herein. This application is intended to cover any variations, uses, or adaptations of this application that follow the general principles of this application and include common knowledge or customary techniques in the art not disclosed herein. The specification and examples are to be considered exemplary only, and the true scope and spirit of this application are indicated by the following claims.
[0149] It should be understood that this application is not limited to the precise structure described above and shown in the accompanying drawings, and various modifications and changes can be made without departing from its scope. The scope of this application is limited only by the appended claims.
Claims
1. A method for generating application documents, characterized in that, include: Obtain the template identifier information corresponding to the application document to be generated; Based on the template identifier information corresponding to the application document to be generated, retrieve the application information template table corresponding to the application document to be generated from the application information table template library, and retrieve the application template document corresponding to the application document to be generated from the application document template library; Generate an application information filling page based on the corresponding application information template; The application information filling page includes: fields to be filled, fixed fields, and fixed values corresponding to the fixed fields; obtaining the element values corresponding to the fields to be filled entered by the user on the application information filling page; supplementing the element values to the supplementary items in the corresponding application information template table to generate the application information table corresponding to the application document to be generated; supplementing the supplementary items in the corresponding application template document according to the corresponding application information table to generate the corresponding application document.
2. The method according to claim 1, characterized in that, The step of obtaining the template identifier information corresponding to the application document to be generated includes: obtaining the product type corresponding to the application document to be generated; determining at least one template identifier information that is associated with the corresponding product type and generating a template identifier list based on the at least one template identifier information; and in response to the template identifier information selected by the user from the template identifier list, determining the selected template identifier information as the template identifier information corresponding to the application document to be generated.
3. The method according to claim 1, characterized in that, The template identification information is the identification information of the corresponding application information template table, which includes the identification information of application template documents that are associated with it. The step of retrieving the application information template table corresponding to the application document to be generated from the application information table template library based on the template identification information of the application document to be generated, and retrieving the application template document corresponding to the application document to be generated from the application document template library, includes: retrieving the application information template table corresponding to the application document to be generated from the application information table template library based on the identification information of the corresponding application information template table; retrieving the identification information of the application template documents that are associated with it from the corresponding application information template table, and retrieving the application template document corresponding to the application document to be generated from the application document template library based on the identification information of the application template documents that are associated with it.
4. The method according to claim 3, characterized in that, The application information template table includes fields to be filled, fixed fields, and their corresponding fixed values. After obtaining the application information template table corresponding to the application document to be generated from the application information template library based on the identification information of the corresponding application information template table, the method further includes: generating an application information template table configuration page so that the user terminal can display the application information template table configuration page. The application information template table configuration page includes the identification information of the application template document that is associated with the application information template table corresponding to the application document to be generated, as well as the fields to be filled, fixed fields, and their corresponding fixed values in the application information template table corresponding to the application document to be generated. In response to a modification operation on at least one of the identification information, fields to be filled, fixed fields, and their corresponding fixed values of the application template document that is associated with the application information template table corresponding to the application document to be generated, the application information template table corresponding to the application document to be generated is modified.
5. The method according to claim 2, characterized in that, The application information template table includes fields to be filled in, fixed fields and their corresponding fixed values, and the display positions of the fields to be filled in and the fixed fields on the application information filling page; The fields to be filled include product type; generating the declaration information filling page according to the corresponding declaration information template table includes: generating the declaration information filling page according to the display positions of the fields to be filled and fixed fields on the declaration information filling page; Enter the product type corresponding to the application document to be generated in the corresponding field to be filled in, so that the user terminal can display the application information filling page after filling in the information.
6. The method according to claim 5, characterized in that, The step of supplementing the corresponding application template document with the corresponding application information form to generate the corresponding application document includes: obtaining the description file of the corresponding application template document; the description file includes the assignment rules for the supplemented items of the corresponding application template document; supplementing the supplemented items of the corresponding application template document with the supplemented items according to the assignment rules for the supplemented items of the corresponding application template document and the element values and / or fixed values of the fields to be filled in the corresponding application information form; and determining the supplemented application template document as the corresponding application document.
7. The method according to any one of claims 1-6, characterized in that, After generating the corresponding application documents, the process further includes: obtaining a document type directory and a product information list template; generating subfolders corresponding to various types of documents in the document type directory, and placing the corresponding application documents into the subfolders corresponding to their document types; compressing the subfolders corresponding to various types of documents into an application document file package; and supplementing the product information list template according to the corresponding application information table to generate the corresponding product information list.
8. A device for generating application documents, characterized in that, include: The template determination module is used to obtain the template identification information corresponding to the application document to be generated; The template acquisition module is used to retrieve the application information template table corresponding to the application document to be generated from the application information table template library based on the template identifier information corresponding to the application document to be generated, and to retrieve the application template document corresponding to the application document to be generated from the application document template library. The information acquisition module is used to generate an application information filling page based on the corresponding application information template. The application information filling page includes: fields to be filled, fixed fields, and fixed values corresponding to the fixed fields; obtaining the element values corresponding to the fields to be filled entered by the user on the application information filling page; an information table generation module, used to supplement the element values to the supplementary items in the corresponding application information template table to generate the application information table corresponding to the application document to be generated; and a document generation module, used to supplement the supplementary items in the corresponding application template document according to the corresponding application information table to generate the corresponding application document.
9. An electronic device, characterized in that, include: A processor, and a memory and a transceiver communicatively connected to the processor; The memory stores computer-executed instructions; the transceiver is used for sending and receiving data. The processor executes computer execution instructions stored in the memory to implement the method as described in any one of claims 1-7.
10. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores computer-executable instructions, which, when executed by a processor, are used to implement the method as described in any one of claims 1-7.
11. A computer program product, comprising computer-executable instructions, characterized in that, When the computer execution instructions are executed by the processor, they implement the method as described in any one of claims 1-7.
Citation Information
Patent Citations
Structured information input method of document, electronic equipment and storage medium
CN113378538A