Business information input method and device, computer device and storage medium
By receiving business information from scanning devices and using process robot programs to simulate manual operations, the problem of low efficiency and poor accuracy in traditional business information entry is solved, achieving efficient and accurate information entry, which is suitable for complex systems.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- IND BANK CO
- Filing Date
- 2023-03-31
- Publication Date
- 2026-06-19
AI Technical Summary
Traditional business information entry methods are inefficient and inaccurate, especially in complex business systems where efficiency and accuracy cannot be improved by modifying the underlying architecture.
Business information is obtained by scanning electronic form identification codes with a receiving scanning device. A process robot program is used to simulate manual operation and enter the information into the business system according to preset conversion and entry rules, avoiding manual intervention and modification of the underlying system.
It improves the efficiency and accuracy of business information entry, is applicable to various systems, requires no modification to the underlying architecture, and reduces the human error rate.
Smart Images

Figure CN116402029B_ABST
Abstract
Description
Technical Field
[0001] This application relates to the field of data processing technology, and in particular to a business information input method, apparatus, computer equipment, storage medium, and computer program product. Background Technology
[0002] Business information entry refers to the process of entering information generated during business operations or information required for business processing into a designated system area. It is an important means of conducting business processing and managing business data.
[0003] Traditional business information entry typically relies on manual input, where users manually enter handwritten information into the relevant business systems. This process is repetitive, tedious, and extremely labor-intensive, and is also prone to errors, leading to decreased accuracy. Furthermore, in certain business systems, such as core banking systems, the complexity of the underlying architecture prevents direct modifications to the entry method to improve efficiency. Therefore, existing business information entry methods suffer from low efficiency and low accuracy. Summary of the Invention
[0004] Therefore, it is necessary to provide a business information entry method, apparatus, computer equipment, computer-readable storage medium, and computer program product that can be used in various systems and improve the efficiency and accuracy of business information entry, in order to address the above-mentioned technical problems.
[0005] Firstly, this application provides a method for entering business information, the method comprising:
[0006] The system receives business information obtained after scanning an electronic form identification code using a scanning device; the electronic form identification code is generated based on an electronic form containing the business information, and the electronic form is obtained based on information input operations triggered by a user in a preset electronic form.
[0007] The business information is converted according to a preset conversion rule to obtain a readable document containing the business information;
[0008] The process robot program is invoked to log in to the business system, read the business information in the information readable document, simulate manual data entry based on preset data entry rules, and enter the business information into the business system.
[0009] In one embodiment, the step of simulating manual data entry based on preset data entry rules to input the business information into the business system includes:
[0010] The business processing type of the business information is determined based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information.
[0011] Based on the business processing type of the business information, the business processing area of the business information in the business system is determined, and the business processing area is determined as the target input area of the business information;
[0012] The business information is entered into the target input area according to the preset input rules, simulating manual input operations.
[0013] In one embodiment, determining the business processing area of the business information in the business system based on the business processing type of the business information, and determining the business processing area as the target input area of the business information, includes:
[0014] Based on the business processing type, the service identifier of the business processing type is searched in a preset business identifier table. The preset business identifier table is used to represent the mapping relationship between the business processing type and the business identifier.
[0015] The business processing area of the business information is determined in the business system based on the business identifier, and the business identifier corresponds to the business processing area;
[0016] The business processing area corresponding to the business identifier is determined as the target input area for the business information.
[0017] In one embodiment, the step of simulating manual input of the business information into the target input area based on preset input rules includes:
[0018] Determine the information elements contained in the business information, wherein the business information contains multiple information elements;
[0019] Based on each of the information elements, retrieve the target input position of each information element from the target input area;
[0020] The preset data entry rules are invoked, and based on these rules, a manual data entry operation is simulated to sequentially enter the business information corresponding to each information element into the corresponding target data entry position.
[0021] In one embodiment, the method further includes:
[0022] The business system receives feedback information after the process robot program completes the information entry operation;
[0023] If the feedback message indicates that the information input has failed, then return to the step of calling the process robot program to log in to the business system and read the business information in the information readable document;
[0024] When the number of returns reaches the preset failure threshold, a failure message is generated based on the information entry task.
[0025] The failure message is sent to the notification device, and the failure message is used to indicate that the message entry failed.
[0026] In one embodiment, the process of calling the robot program to log in to the business system includes:
[0027] The process robot program is invoked to read the system security credentials required to log in to the business system.
[0028] The login information for the business system is determined based on the system security credentials;
[0029] Based on the login information, simulate a manual login operation to log in to the business system.
[0030] Secondly, this application also provides a business information input device, the device comprising:
[0031] The information receiving module is used to receive business information obtained after the scanning device scans the electronic form identification code; the electronic form identification code is generated based on the electronic form containing the business information, and the electronic form is obtained based on the information input operation triggered by the user in a preset electronic form.
[0032] The information conversion module is used to convert the business information according to a preset conversion rule to obtain a readable document containing the business information;
[0033] The information entry module is used to call the process robot program to log in to the business system, read the business information in the information readable document, and enter the business information into the business system based on preset entry rules and simulate manual entry operations.
[0034] Thirdly, this application also provides a computer device, including a memory and a processor, wherein the memory stores a computer program, and the processor executes the computer program to implement the steps of the above-described method.
[0035] Fourthly, this application also provides a computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements the steps of the above-described method.
[0036] Fifthly, this application also provides a computer program product, including a computer program that, when executed by a processor, implements the steps of the above-described method.
[0037] The aforementioned business information entry method, apparatus, computer equipment, storage medium, and computer program product receive business information obtained by a scanning device after scanning an electronic form identifier code. The electronic form identifier code is generated based on an electronic form containing business information, which is obtained based on information input operations triggered by a user within a preset electronic form. The use of preset electronic forms can reduce errors associated with paper document input and improve the accuracy of the acquired business information. The business information is converted according to preset conversion rules to obtain a readable document that the process robot program can directly read. The process robot program then logs into the business system, reads the business information from the readable document, and simulates manual input operations based on preset entry rules to enter the business information into the business system. Because the process robot program can simulate manual input operations according to a preset entry order, the entire business entry process requires no manual intervention and does not require updates to the underlying system logic of the business system. It has strong universality across various systems and can effectively improve the efficiency and accuracy of business information entry in various systems. Attached Figure Description
[0038] Figure 1 This is an application environment diagram of a business information entry method in one embodiment;
[0039] Figure 2 This is a flowchart illustrating a business information entry method in one embodiment;
[0040] Figure 3 This is a flowchart illustrating the steps of simulating manual input operations to input business information into a business system based on preset input rules in one embodiment.
[0041] Figure 4 A flowchart illustrating the steps of determining the business processing area of business information in the business system based on the business processing type of business information in one embodiment, and determining the business processing area as the target input area of business information;
[0042] Figure 5 This is a flowchart illustrating the steps of manually entering business information into the target input area based on preset input rules in one embodiment.
[0043] Figure 6 This is a flowchart illustrating the business information entry method in another embodiment;
[0044] Figure 7 This is a flowchart illustrating the steps of calling a workflow robot program to log in to a business system in one embodiment.
[0045] Figure 8This is a flowchart illustrating the business information entry method in another embodiment;
[0046] Figure 9 This is an application environment diagram of the business information entry method in another embodiment;
[0047] Figure 10 This is a structural block diagram of a business information input device in one embodiment;
[0048] Figure 11 This is an internal structural diagram of a computer device in one embodiment. Detailed Implementation
[0049] To make the objectives, technical solutions, and advantages of this application clearer, the following detailed description is provided in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative and not intended to limit the scope of this application.
[0050] The business information entry method provided in this application embodiment can be applied to, for example, Figure 1 In the application environment shown, the business terminal 102 communicates with the scanning device 104 and the business system 106 via a network. A data storage system can store the data that the business terminal 102 needs to process. The data storage system can be integrated into the business terminal 102 or placed in the cloud or on another network server. The scanning device 104 scans the electronic form identifier code to obtain business information and sends the business information to the business terminal 102. The electronic form identifier code is generated based on an electronic form containing business information, which is obtained based on information input operations triggered by the user in a preset electronic form. The business terminal 102 receives the business information, converts it according to preset conversion rules, and obtains a readable document containing the business information. Then, it calls the built-in process robot program to log in to the business system 106, reads the business information from the readable document, and simulates manual input operations on the business system 106 based on preset input rules to input the business information into the business system 106. The business terminal 102 can be, but is not limited to, various personal computers, laptops, smartphones, and tablets. The scanning device 104 can be any device capable of scanning identification codes and reading information, such as a scanner or barcode scanner. The business system 106 can be implemented using a standalone server or a server cluster consisting of multiple servers.
[0051] In one embodiment, the scanning device 104 is a peripheral barcode scanner of the business terminal 102.
[0052] In one embodiment, such as Figure 2 As shown, a method for entering business information is provided, which can be applied to... Figure 1Taking the business terminal in the example, the following steps are included:
[0053] Step 202: Receive the business information obtained after the scanning device scans the electronic form identification code; the electronic form identification code is generated based on the electronic form containing the business information, and the electronic form is obtained based on the information input operation triggered by the user in the preset electronic form.
[0054] Among them, the preset electronic form is an electronic form designed and generated by business designers based on the business information required for business processing. The format of the preset electronic form can be consistent with the traditional paper form format. In the traditional information entry process, users usually fill in business information on paper forms, and then manually enter the business information from the paper forms into the corresponding business system. In order to reduce the manual operation steps in the information entry process, designers have abstracted the process of users filling in information on paper forms into information input operations that can be performed on the user terminal, such as filling in input boxes, selecting from drop-down lists, and selecting buttons. Users can perform information input operations on the preset electronic form on the user terminal to obtain an electronic form containing their business information.
[0055] In one embodiment, the designers abstract user input data into key-value pairs, and the user's form-filling behavior is abstracted into a process of inputting, selecting, and choosing different operations based on key-value pairs as input.
[0056] An electronic identification code is an identification code generated by a user terminal based on preset identification code generation rules when performing an identification code generation operation on an electronic form containing business information. The electronic identification code can be considered an access link to the electronic form. When the user terminal communicates with the business terminal, to ensure the security of user business information transmission, the user terminal generates a corresponding electronic identification code based on the electronic form and sends it to the business terminal. The business terminal then scans the electronic identification code using an external scanning device, thereby accessing the business information in the electronic form.
[0057] In one embodiment, the preset identification code generation rules can be pre-agreed upon by the user terminal and the business terminal. The electronic identification code generated based on the preset identification code generation rules can only be accessed by scanning the peripheral scanning device of the business terminal, thereby further protecting the transmission security of the business information.
[0058] In one embodiment, the preset electronic form can be a PDF form, and the electronic identification code can be a QR code generated based on the completed PDF form. Specifically, the information-linked QR code in the PDF form is implemented using JavaScript code written in Adobe Livecycle Designer. If there are errors in the information filled in by the user in the PDF form, they will be automatically corrected to ensure that the business information filled in is in the correct format. No final QR code will be generated if the form is not completed or is filled in incorrectly. The correct QR code will only appear when every column of the PDF form is filled in completely.
[0059] In one embodiment, the user terminal can be either a terminal used by the user themselves or a terminal used by business personnel when interacting with the user. Specifically, business personnel can have the user fill out a preset electronic form through a terminal they use when interacting with the user, such as a tablet computer. Alternatively, the business personnel can send the preset electronic form to the user's own terminal, for example, via email. The user fills out the preset electronic form on their own terminal and then sends it to the terminal used by the business personnel when interacting with the user. In this case, the business personnel only need to scan the QR code using a barcode scanner on the business terminal's peripheral to obtain the business information entered by the user.
[0060] Specifically, the user inputs information on a pre-set electronic form using a user terminal, resulting in an electronic form containing the user's business information. The user terminal then generates an electronic identification code based on a pre-set identification code generation rule. A scanning device scans the electronic identification code to obtain the user's business information and sends it to a business terminal, which then receives the user's business information.
[0061] Step 204: Convert the business information according to the preset conversion rules to obtain a readable document containing the business information.
[0062] Among them, the preset conversion rules are the preset rules used to convert business information into corresponding readable documents. The preset conversion rules can be determined according to the type of readable document to be converted.
[0063] A readable document is an electronic document from which business information can be directly read. This can be an office document, such as an Excel or Word document, or a document converted according to specific conversion rules that can be read automatically by the process robot program. Understandably, when the readable document is an Excel document, the corresponding preset conversion rules are the preset rules for entering business information into the Excel spreadsheet. When the readable document is a Word document, the corresponding preset conversion rules are the preset rules for entering business information into the Word document. When the readable document is a specific reading document, the corresponding preset conversion rules are the preset rules for entering business information into the specific reading document.
[0064] Specifically, the business terminal calls preset conversion rules to perform document conversion on the received business information, resulting in a readable document containing the business information.
[0065] Step 206: Invoke the process robot program to log in to the business system, read the business information in the readable document, simulate manual input operation based on preset input rules, and input the business information into the business system.
[0066] The process robot program is a robotic program that can simulate human operation and interact with the business system. It is pre-configured on the business terminal, which can then launch the intelligent process robot program via desktop software. The business system is the backend system for business processing; information entry, submission, and processing are all handled centrally within the business system.
[0067] Preset data entry rules are abstracted by designers based on the manual data entry process. These rules include information such as the entry order and execution steps when entering information into the business system. These rules are pre-generated and configured in the workflow robot program. The workflow robot program uses these preset rules to simulate manual data entry in the business system, inputting business information into the system.
[0068] Specifically, the business terminal calls the process robot program to log in to the business system. The process robot program automatically reads the business information in the information readable document and simulates manual input operation based on preset input rules to input the business information into the business system.
[0069] In one embodiment, the process robot program is an RPA (Robotic Process Automation) robot program. Specifically, an RPA robot, based on artificial intelligence and automation technology, interacts with existing user systems according to pre-recorded scripts to complete expected tasks. By simulating and enhancing the interaction between humans and computers, the RPA robot takes over the manual operation portion of the original workflow, achieving full automation. RPA robots are non-intrusive in use. In some specific core business systems, to avoid affecting the actual business processing, the underlying code of the system cannot be modified. However, due to its non-intrusive nature, the RPA robot can interact with various systems like a human, combining and connecting multiple systems without modifying the business system itself, thus reducing risk. Furthermore, the working principle of the RPA robot is based on the computer operating system's desktop. It can automatically recognize the UI and complete pre-set workflows. Based on existing user interface operations, the deployment cycle is fast and it is not constrained by the underlying IT infrastructure. Therefore, compared to manual operation, it is superior to manual operation in terms of safety, efficiency, and accuracy, and it provides better assurance for the quality of data transmission.
[0070] In the aforementioned business information entry method, the business information obtained by the scanning device after scanning the electronic form identification code is received. The electronic form identification code is generated based on an electronic form containing business information, which is obtained based on information input operations triggered by the user within a preset electronic form. The use of preset electronic forms can reduce errors from paper document input and improve the accuracy of the obtained business information. The business information is then converted according to preset conversion rules to obtain a readable document that the process robot program can directly read. At this point, the process robot program is invoked to log into the business system, read the business information from the readable document, and simulate manual input operations based on preset entry rules to enter the business information into the business system. Because the process robot program can simulate manual input operations and perform information entry operations according to a preset entry order, the entire business entry process requires no manual intervention and does not require updates to the underlying system logic of the business system. It has strong universality across various systems and can effectively improve the efficiency and accuracy of business information entry in various systems.
[0071] In one embodiment, such as Figure 3 As shown, business information is entered into the business system by simulating manual data entry based on preset data entry rules, including:
[0072] Step 302: Determine the business processing type of the business information based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information.
[0073] The business processing type refers to the type of business the user needs to handle. Different business processing types correspond to different business information, so the business processing type can be determined based on the business information. Understandably, the business information can include the business processing type or its identifier. The workflow robot program can directly determine the business processing type based on the summarized business processing type. Alternatively, the business information can only include the necessary information for handling the business; the workflow robot can then automatically determine the corresponding business processing type based on the content of this information.
[0074] The business processing area is the area in the business system where pending business transactions corresponding to a business processing type are processed. It can be understood that a business system may contain multiple business processing types. In order to process each type of business in an orderly manner, the business system divides a business processing area for each business processing type, that is, the business processing area corresponds to the business processing type.
[0075] Specifically, the business terminal invokes the process robot program to determine the business processing type corresponding to the business information based on the business information.
[0076] Step 304: Determine the business processing area of the business information in the business system based on the business processing type of the business information, and determine the business processing area as the target input area of the business information.
[0077] Specifically, the business terminal invokes the process robot program to determine the business processing area in the business system based on the determined business processing type, and then determines the business processing area for that business processing type as the target input area for the business information.
[0078] Step 306: Simulate manual input operation according to preset input rules to input business information into the target input area.
[0079] Specifically, the business terminal calls the process robot program, simulates manual data entry according to the preset data entry rules configured in the process robot program, and enters the business information into the determined target data entry area to complete the data entry.
[0080] In this embodiment, the business processing type is determined by business information, and then the target input area where the business information should be entered is determined in the business system based on the business processing type. This can improve the accuracy of business information input and avoid information input errors caused by misjudging the input area.
[0081] Furthermore, in one embodiment, such as Figure 4 As shown, the business processing area of business information in the business system is determined based on the business processing type of the business information, and the business processing area is defined as the target input area of the business information, including:
[0082] Step 402: Search for the business identifier of the business processing type in the preset business identifier table based on the business processing type.
[0083] The preset business identifier table represents the mapping relationship between business processing types and business identifiers. Business identifiers are identification information obtained from the identification processing of each business processing area in the business system, such as identifier characters and identifier fields. Different business processing areas correspond to different business identifiers. Designers generate the preset business identifier table based on the business identifiers of the business processing areas and the business processing types that the business processing areas can handle. Given a known business processing type, the corresponding business identifier can be determined by searching the preset business identifier table.
[0084] Specifically, after the business terminal calls the process robot program to determine the business processing type corresponding to the business information, it obtains a preset business identifier table and determines the business identifier of the business processing type corresponding to the business information based on the mapping relationship between business processing types and business identifiers in the preset business identifier table.
[0085] Step 404: Determine the business processing area of the business information in the business system based on the business identifier, and the business identifier corresponds to the business processing area.
[0086] Specifically, the business terminal calls the process robot program to search for a business processing area in the business system that has the same identifier as the business identifier based on the business identifier. This business processing area is the area corresponding to the business processing type of the business information, and this business processing area is determined as the business processing area of the business information.
[0087] Step 406: Determine the business processing area corresponding to the business identifier as the target input area for business information.
[0088] Specifically, the business system needs to process users' business needs based on the business information entered in the business processing area. Therefore, the business terminal calls the process robot program to determine the business processing area corresponding to the business identifier as the target input area for business information, and enters the corresponding business information in the target input area to provide a data basis for subsequent business processing.
[0089] In this embodiment, by pre-setting a business identifier table, the business identifier of the business processing type can be quickly determined according to the business processing type. Then, the target input area corresponding to the business information can be found in the business system according to the business identifier, which effectively improves the efficiency and accuracy of business information input.
[0090] Entering business information into the target input area is the most crucial step in the entire information entry process. In one embodiment, such as... Figure 5 As shown, based on preset input rules, the process simulates manual input of business information into the target input area, including:
[0091] Step 502: Determine the information elements contained in the business information. The business information contains multiple information elements.
[0092] Information elements refer to the types of information included in business information, such as user identifiers, business processing types, and business processing times. Understandably, a piece of business information typically contains multiple information elements.
[0093] Specifically, the business terminal invokes the process robot program to determine the information elements contained in the read business information.
[0094] Step 504: Retrieve the target input position of each information element from the target input area based on each information element.
[0095] In the target input area of the business system, a corresponding target input position is usually set for each information element to facilitate the input of business information.
[0096] Specifically, the business terminal invokes the process robot program to retrieve the corresponding target input positions for each information element of the business information from the target input area in the business system.
[0097] Step 506: Invoke the preset input rules and simulate manual input operations based on the preset input rules to sequentially input the business information corresponding to each information element into the corresponding target input position.
[0098] Specifically, once the target input location is determined, the business terminal invokes the process robot program. Based on the preset input rules configured in the process robot program, it simulates manual input operations, sequentially inputting the business information corresponding to each information element into the corresponding target input location. For example, if the preset input rules include an input order such as first step inputting the user identifier, second step inputting the business processing type, and third step inputting, for example, the business processing time, the process robot program will sequentially input the business information corresponding to the user identifier into the target input location corresponding to the user identifier in the target input area, input the business information corresponding to the business processing type into the target input location corresponding to the business processing type in the target input area, and input the business information corresponding to the business processing time into the target input location corresponding to the business processing time in the target input area.
[0099] In this embodiment, the process robot program can automatically determine the information elements in the business information and grab the corresponding target input position from the target input area of the business system according to the information elements. Then, based on the preset input rules, it simulates the manual input operation and sequentially inputs the business information corresponding to each information element into the corresponding target input position. This process does not require manual intervention and can effectively improve the input efficiency and accuracy of business information in each system.
[0100] During the process of business information entry, there are instances where information entry fails. Therefore, in one embodiment, such as... Figure 6 As shown, the business information entry method also includes the following steps:
[0101] Step 602: Receive feedback information returned by the business system after the process robot program completes the information entry operation.
[0102] Specifically, after the workflow robot program fills in all the business information in the target input area, it will simulate a manual operation by clicking the save button to submit the business information. At this time, the business system will return feedback information to the business terminal based on the submitted information. The feedback information is either "Business information saved successfully" or "Business information saved failed". The business terminal will determine whether the business information input operation has been successfully completed based on the received feedback information.
[0103] Step 604: If the feedback message indicates that the information entry failed, return to the step of calling the process robot program to log in to the business system and read the business information in the readable document.
[0104] Specifically, if the feedback information returned by the business system is "Business information retention failed", it is determined that the feedback information indicates that the information entry failed. The business terminal will return to the step of executing the call process robot program to log in to the business system, read the business information in the information readable document, reread the business information in the information readable document, and try to enter the information again.
[0105] Step 606: When the number of returns reaches the preset failure count threshold, a failure prompt message is generated based on the information entry task.
[0106] The preset failure threshold is a pre-defined threshold for determining whether to continue the information entry operation. When the number of returns reaches the preset failure threshold, it means that multiple attempts have failed to complete the information entry. To conserve resources, the business terminal can stop information entry and return the result to the business personnel. Understandably, the preset failure threshold is determined by the designers based on the actual business scenario.
[0107] Specifically, the business terminal counts the number of times the data entry fails and returns for retry. It then compares the number of returns with a preset failure threshold. When the number of returns reaches the preset failure threshold, a failure message is generated based on the data entry task.
[0108] Step 608: Send a failure message to the notification device. The failure message is used to indicate that the message entry failed.
[0109] Specifically, the business terminal sends the generated failure message to the notification device to inform the business personnel that the information entry has failed. This notification device can be a display device, meaning the business terminal directly sends the failure message to the display device for display on the data entry interface. Alternatively, the notification device can be a voice notification device; for example, the business terminal can be set to play a preset failure tone. When the voice notification device receives the failure message, it will play the preset failure tone to inform the business personnel that the information entry has failed.
[0110] In this embodiment, when the business terminal receives a message indicating that the information entry failed from the business system, it will automatically return to retry the information entry step to improve the success rate of information entry. When the number of returns reaches a preset failure threshold, in order to save resources, the business terminal will automatically stop retrying and generate a failure message to notify the business personnel that the information entry has failed. This allows the business personnel to know the information entry status in a timely manner and avoids situations where information entry failures prevent the completion of user business requirements.
[0111] In one embodiment, if the feedback message indicates successful data entry, the business terminal will generate a success message and display it on the display device, for example, by popping up a dialog box saying "The business information entry process has been completed!" Simultaneously, to better record the processing results, the business terminal can also generate an email based on the success message and send it to the email address provided by the business personnel, allowing them to promptly see the successful entry message.
[0112] To ensure the security of login to the business system, in one embodiment, such as Figure 7 As shown, the process of logging into the business system by calling the workflow robot program includes:
[0113] Step 702: Call the process robot program to read the system security credentials required to log in to the business system.
[0114] The system security credential stores the login information of the business system. In actual use, the process robot program needs to directly obtain the login information of the business system to log in. If the login information of the business system is written in a file such as a config file, the security of the login information will not be guaranteed. Therefore, the login information of the business system is stored in the system security credential. When the process robot program needs to log in to the business system, it can directly read the system security credential to obtain the login information of the business system.
[0115] Specifically, the business terminal invokes the process robot program to read the system security credentials required to log in to the business system.
[0116] Step 704: Determine the login information of the business system based on the system security credentials.
[0117] Specifically, the business terminal invokes the process robot program to determine the login information required to log in to the business system based on the system security credentials read.
[0118] Step 706: Simulate manual login operation to log in to the business system based on login information.
[0119] Specifically, once the process robot program obtains the login information required to log in to the business system, it can simulate a manual login operation and automatically enter the login information on the business system's login page to log in to the business system.
[0120] In this embodiment, by pre-storing the login information of the business system in the system security credentials, the process robot program can obtain the login information corresponding to the business system from the system security credentials, effectively ensuring the security of the use of login information.
[0121] In one embodiment, such as Figure 8 As shown, a method for entering business information is provided, which is applied in applications such as... Figure 9 The application environment shown.
[0122] The business terminal 901 is the business production terminal for overseas banks, while the user-side terminal 903 is used by business personnel for information interaction with users, such as mobile terminals used by business personnel. The business terminal is equipped with a peripheral device, a barcode scanner 902, for scanning QR codes provided by the user-side terminal. The business system 904 is the bank's core business system. The business terminal and business system 904 are connected via a network for completing business information entry.
[0123] The specific steps for entering business information include:
[0124] First, the designers abstracted the process of user business information entry into different operations such as filling in input boxes, selecting from drop-down lists, and selecting buttons. They abstracted user input data into key-value pairs, and the behavior of business personnel filling out forms into a series of different operations—inputting, selecting, and choosing—using these key-value pairs as input, thus obtaining a preset PDF form. This preset PDF form is then saved on the user's terminal.
[0125] Users fill in business information using a preset PDF form on their user-side terminal, which then generates a corresponding QR code based on the completed PDF form.
[0126] Business personnel use the peripheral barcode scanner on the business terminal to scan the QR code of the PDF form on the user's terminal, obtain the business information filled in by the user, and send the business information to the business terminal.
[0127] After receiving business information, the business terminal automatically enters the business information into a specified Excel document. At the same time, it starts the RPA process robot program through the desktop software of the business terminal, calls the RPA process robot to read the system credentials to obtain the login information of the business system, simulates the manual login operation, enters the login information on the login interface of the business system, and logs into the business system.
[0128] After logging into the business system, the RPA workflow robot is invoked to read the business information saved in the Excel document. The business processing type is determined based on the business processing type in the information, and the system searches for the corresponding business identifier within that type. The robot then proceeds to the designated business processing area. Following preset data entry rules, the required business information is automatically entered into the designated area, and the user clicks the save button.
[0129] The business terminal receives feedback from the business system after the workflow robot clicks the save button. If the feedback is "Business information saving failed," it automatically returns to the RPA workflow robot to read the saved business information from the Excel document, rereads the transaction information in the Excel file, and attempts to fill it in again. If the attempt fails after three times, the process ends and a notification is displayed: "Business information entry process failed!" If the feedback is "Business information saving successful," the business terminal will pop up a dialog box saying "Business information processing has been completed!" and send an email to the business personnel.
[0130] The business information entry method in this embodiment utilizes process robot technology and barcode scanner technology to automate the business processes of core businesses of overseas banks. It features low difficulty of use, wide application scope, and strong replicability, which can significantly improve the efficiency and accuracy of business information entry in core business processing and avoid work errors and repetitions caused by human factors.
[0131] It should be understood that although the steps in the flowcharts of the embodiments described above are shown sequentially according to the arrows, these steps are not necessarily executed in the order indicated by the arrows. Unless explicitly stated herein, there is no strict order restriction on the execution of these steps, and they can be executed in other orders. Moreover, at least some steps in the flowcharts of the embodiments described above may include multiple steps or multiple stages. These steps or stages are not necessarily completed at the same time, but can be executed at different times. The execution order of these steps or stages is not necessarily sequential, but can be performed alternately or in turn with other steps or at least some of the steps or stages of other steps.
[0132] Based on the same inventive concept, this application also provides a business information entry device for implementing the business information entry method described above. The solution provided by this device is similar to the solution described in the above method; therefore, the specific limitations of one or more business information entry device embodiments provided below can be found in the limitations of the business information entry method described above, and will not be repeated here.
[0133] In one embodiment, such as Figure 10 As shown, a business information input device 1000 is provided, including: an information receiving module 1001, an information conversion module 1002, and an information input module 1003, wherein:
[0134] The information receiving module 1001 is used to receive business information obtained after the scanning device scans the electronic form identification code; the electronic form identification code is generated based on the electronic form containing business information, and the electronic form is obtained based on the information input operation triggered by the user in the preset electronic form.
[0135] The information conversion module 1002 is used to convert business information according to preset conversion rules to obtain a readable document containing business information.
[0136] The information entry module 1003 is used to call the process robot program to log in to the business system, read business information from readable documents, and enter the business information into the business system based on preset entry rules and simulate manual entry operations.
[0137] The aforementioned business information entry device receives business information obtained by a scanning device after scanning an electronic form identifier. The electronic form identifier is generated from an electronic form containing business information, which is obtained based on information input operations triggered by a user within a preset electronic form. Using preset electronic forms reduces errors associated with paper document input and improves the accuracy of the acquired business information. The business information is then converted according to preset conversion rules to obtain a readable document that the process robot program can directly read. The process robot program then logs into the business system, reads the business information from the readable document, and simulates manual input operations based on preset entry rules, entering the business information into the business system. Because the process robot program can simulate manual input operations according to a preset entry order, the entire business entry process requires no manual intervention and no updates to the underlying system logic of the business system. It has strong universality across various systems and can effectively improve the efficiency and accuracy of business information entry in various systems.
[0138] In one embodiment, the information entry module is further configured to: determine the business processing type of the business information based on the business information, wherein there are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information; determine the business processing area of the business information in the business system based on the business processing type of the business information, and determine the business processing area as the target entry area of the business information; and enter the business information into the target entry area according to preset entry rules by simulating manual entry operations.
[0139] In one embodiment, the information entry module is further configured to: search for a business identifier of a business processing type in a preset business identifier table based on the business processing type, the preset business identifier table being used to represent the mapping relationship between business processing types and business identifiers; determine the business processing area of the business information in the business system according to the business identifier, the business identifier corresponding to the business processing area; and determine the business processing area corresponding to the business identifier as the target entry area of the business information.
[0140] In one embodiment, the information entry module is further configured to: determine the information elements contained in the business information, wherein the business information contains multiple information elements; capture the target entry position of each information element from the target entry area according to each information element; call the preset entry rules, simulate manual entry operation based on the preset entry rules, and sequentially enter the business information corresponding to each information element into the corresponding target entry position.
[0141] In one embodiment, the business information entry device further includes: a prompting module, used to receive feedback information returned by the business system after the process robot program completes the information entry operation; if the feedback information indicates that the information entry failed, the module returns to the step of calling the process robot program to log in to the business system and read the business information in the information readable document; when the number of returns reaches a preset failure count threshold, a failure prompting message is generated based on the information entry task; and the failure prompting message is sent to the prompting device, the failure prompting message being used to indicate that the information entry failed.
[0142] In one embodiment, the information entry module is further configured to: invoke a process robot program to read the system security credentials required to log in to the business system; determine the login information of the business system based on the system security credentials; and simulate manual login operations to log in to the business system based on the login information.
[0143] Each module in the aforementioned business information entry device can be implemented entirely or partially through software, hardware, or a combination thereof. These modules can be embedded in the processor of a computer device in hardware form or independent of it, or stored in the memory of a computer device in software form, so that the processor can call and execute the operations corresponding to each module.
[0144] In one embodiment, a computer device is provided, which may be a business terminal, and its internal structure diagram may be as follows: Figure 11As shown, the computer device includes a processor, memory, communication interface, display screen, and input devices connected via a system bus. The processor provides computing and control capabilities. The memory includes non-volatile storage media and internal memory. The non-volatile storage media stores the operating system and computer programs. The internal memory provides an environment for the operation of the operating system and computer programs stored in the non-volatile storage media. The communication interface is used for wired or wireless communication with external terminals; wireless communication can be achieved through Wi-Fi, mobile cellular networks, NFC (Near Field Communication), or other technologies. When the computer program is executed by the processor, it implements a business information entry method. The display screen can be an LCD screen or an e-ink screen. The input devices can be a touch layer covering the display screen, buttons, a trackball, or a touchpad located on the computer device's casing, or an external keyboard, touchpad, or mouse.
[0145] Those skilled in the art will understand that Figure 11 The structure shown is merely a block diagram of a portion of the structure related to the present application and does not constitute a limitation on the computer device to which the present application is applied. Specific computer devices may include more or fewer components than those shown in the figure, or combine certain components, or have different component arrangements.
[0146] In one embodiment, a computer device is provided, including a memory and a processor, wherein the memory stores a computer program, and the processor executes the computer program to perform the following steps:
[0147] Receive business information obtained after scanning the electronic form identification code by the scanning device; the electronic form identification code is generated based on the electronic form containing business information, and the electronic form is obtained based on the information input operation triggered by the user in a preset electronic form.
[0148] The business information is transformed according to preset transformation rules to obtain a readable document containing the business information;
[0149] The process robot program logs into the business system, reads business information from readable documents, simulates manual data entry based on preset data entry rules, and enters the business information into the business system.
[0150] In one embodiment, the processor, when executing a computer program, also performs the following steps:
[0151] The business processing type of the business information is determined based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information.
[0152] Based on the business processing type of the business information, the business processing area of the business information in the business system is determined, and the business processing area is determined as the target input area of the business information.
[0153] The business information is entered into the target input area according to the preset input rules, simulating manual input operations.
[0154] In one embodiment, the processor, when executing a computer program, also performs the following steps:
[0155] The business identifier of the business processing type is searched in the preset business identifier table based on the business processing type. The preset business identifier table is used to represent the mapping relationship between business processing types and business identifiers.
[0156] The business processing area of the business information is determined in the business system based on the business identifier, and the business identifier corresponds to the business processing area.
[0157] The business processing area corresponding to the business identifier is determined as the target input area for business information.
[0158] In one embodiment, the processor, when executing a computer program, also performs the following steps:
[0159] Identify the information elements contained in the business information; the business information contains multiple information elements.
[0160] Based on each information element, retrieve the target input position of each information element from the target input area;
[0161] Invoke the preset data entry rules, simulate manual data entry based on the preset rules, and sequentially enter the business information corresponding to each information element into the corresponding target data entry position.
[0162] In one embodiment, the processor, when executing a computer program, also performs the following steps:
[0163] The business system returns feedback information after the process robot program completes the information entry operation;
[0164] If the feedback message indicates that the information entry failed, return to the process robot program to log in to the business system and read the business information in the readable document;
[0165] When the number of returns reaches the preset failure threshold, a failure message is generated based on the information entry task.
[0166] A failure message is sent to the notification device to indicate that the message entry failed.
[0167] In one embodiment, the processor, when executing a computer program, also performs the following steps:
[0168] The process robot program is invoked to read the system security credentials required to log in to the business system.
[0169] Determine the login information for the business system based on the system security credentials;
[0170] The login information is used to simulate a manual login operation to log in to the business system.
[0171] In one embodiment, a computer-readable storage medium is provided having a computer program stored thereon, the computer program performing the following steps when executed by a processor:
[0172] Receive business information obtained after scanning the electronic form identification code by the scanning device; the electronic form identification code is generated based on the electronic form containing business information, and the electronic form is obtained based on the information input operation triggered by the user in a preset electronic form.
[0173] The business information is transformed according to preset transformation rules to obtain a readable document containing the business information;
[0174] The process robot program logs into the business system, reads business information from readable documents, simulates manual data entry based on preset data entry rules, and enters the business information into the business system.
[0175] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0176] The business processing type of the business information is determined based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information.
[0177] Based on the business processing type of the business information, the business processing area of the business information in the business system is determined, and the business processing area is determined as the target input area of the business information.
[0178] The business information is entered into the target input area according to the preset input rules, simulating manual input operations.
[0179] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0180] The business identifier of the business processing type is searched in the preset business identifier table based on the business processing type. The preset business identifier table is used to represent the mapping relationship between business processing types and business identifiers.
[0181] The business processing area of the business information is determined in the business system based on the business identifier, and the business identifier corresponds to the business processing area.
[0182] The business processing area corresponding to the business identifier is determined as the target input area for business information.
[0183] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0184] Identify the information elements contained in the business information; the business information contains multiple information elements.
[0185] Based on each information element, retrieve the target input position of each information element from the target input area;
[0186] Invoke the preset data entry rules, simulate manual data entry based on the preset rules, and sequentially enter the business information corresponding to each information element into the corresponding target data entry position.
[0187] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0188] The business system returns feedback information after the process robot program completes the information entry operation;
[0189] If the feedback message indicates that the information entry failed, return to the process robot program to log in to the business system and read the business information in the readable document;
[0190] When the number of returns reaches the preset failure threshold, a failure message is generated based on the information entry task.
[0191] A failure message is sent to the notification device to indicate that the message entry failed.
[0192] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0193] The process robot program is invoked to read the system security credentials required to log in to the business system.
[0194] Determine the login information for the business system based on the system security credentials;
[0195] The login information is used to simulate a manual login operation to log in to the business system.
[0196] In one embodiment, a computer program product is provided, including a computer program that, when executed by a processor, performs the following steps:
[0197] Receive business information obtained after scanning the electronic form identification code by the scanning device; the electronic form identification code is generated based on the electronic form containing business information, and the electronic form is obtained based on the information input operation triggered by the user in a preset electronic form.
[0198] The business information is transformed according to preset transformation rules to obtain a readable document containing the business information;
[0199] The process robot program logs into the business system, reads business information from readable documents, simulates manual data entry based on preset data entry rules, and enters the business information into the business system.
[0200] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0201] The business processing type of the business information is determined based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information.
[0202] Based on the business processing type of the business information, the business processing area of the business information in the business system is determined, and the business processing area is determined as the target input area of the business information.
[0203] The business information is entered into the target input area according to the preset input rules, simulating manual input operations.
[0204] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0205] The business identifier of the business processing type is searched in the preset business identifier table based on the business processing type. The preset business identifier table is used to represent the mapping relationship between business processing types and business identifiers.
[0206] The business processing area of the business information is determined in the business system based on the business identifier, and the business identifier corresponds to the business processing area.
[0207] The business processing area corresponding to the business identifier is determined as the target input area for business information.
[0208] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0209] Identify the information elements contained in the business information; the business information contains multiple information elements.
[0210] Based on each information element, retrieve the target input position of each information element from the target input area;
[0211] Invoke the preset data entry rules, simulate manual data entry based on the preset rules, and sequentially enter the business information corresponding to each information element into the corresponding target data entry position.
[0212] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0213] The business system returns feedback information after the process robot program completes the information entry operation;
[0214] If the feedback message indicates that the information entry failed, return to the process robot program to log in to the business system and read the business information in the readable document;
[0215] When the number of returns reaches the preset failure threshold, a failure message is generated based on the information entry task.
[0216] A failure message is sent to the notification device to indicate that the message entry failed.
[0217] In one embodiment, when the computer program is executed by a processor, it further performs the following steps:
[0218] The process robot program is invoked to read the system security credentials required to log in to the business system.
[0219] Determine the login information for the business system based on the system security credentials;
[0220] The login information is used to simulate a manual login operation to log in to the business system.
[0221] It should be noted that the user information (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data used for analysis, data stored, data displayed, etc.) involved in this application are all information and data authorized by the user or fully authorized by all parties.
[0222] 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 computer program can be stored in a non-volatile computer-readable storage medium, and when executed, it can include the processes of the embodiments of the above methods. Any references to memory, databases, or other media used in the embodiments provided in this application can include at least one of non-volatile and volatile memory. Non-volatile memory can include read-only memory (ROM), magnetic tape, floppy disk, flash memory, optical memory, high-density embedded non-volatile memory, resistive random access memory (ReRAM), magnetic random access memory (MRAM), ferroelectric random access memory (FRAM), phase change memory (PCM), graphene memory, etc. Volatile memory can include random access memory (RAM) or external cache memory, etc. By way of illustration and not limitation, RAM can take many forms, such as Static Random Access Memory (SRAM) or Dynamic Random Access Memory (DRAM). The databases involved in the embodiments provided in this application may include at least one type of relational database and non-relational database. Non-relational databases may include, but are not limited to, blockchain-based distributed databases. The processors involved in the embodiments provided in this application may be general-purpose processors, central processing units, graphics processing units, digital signal processors, programmable logic devices, quantum computing-based data processing logic devices, etc., and are not limited to these.
[0223] The technical features of the above embodiments can be combined in any way. For the sake of brevity, not all possible combinations of the technical features in the above embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.
[0224] The embodiments described above are merely illustrative of several implementation methods of this application, and while the descriptions are specific and detailed, they should not be construed as limiting the scope of this patent application. It should be noted that those skilled in the art can make various modifications and improvements without departing from the concept of this application, and these all fall within the protection scope of this application. Therefore, the protection scope of this application should be determined by the appended claims.
Claims
1. A business information entry method characterized by comprising: The method includes: The system receives business information obtained after scanning an electronic form identifier code using a scanning device; the electronic form identifier code is generated based on an electronic form containing the business information, and the electronic form is obtained based on information input operations triggered by a user in a preset electronic form. The business information is converted according to a preset conversion rule to obtain a readable document containing the business information; The process robot program is invoked to log in to the business system, read the business information in the information readable document, and determine the business processing type of the business information based on the business information. There are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information. Based on the business processing type of the business information, the business processing area of the business information in the business system is determined, and the business processing area is determined as the target input area of the business information; Determine the information elements contained in the business information, wherein the business information contains multiple information elements; Based on each of the information elements, retrieve the target input position of each information element from the target input area; Invoke the preset input rules, simulate manual input operation based on the preset input rules, and sequentially input the business information corresponding to each information element into the corresponding target input position; The business system receives feedback information after the process robot program completes the information entry operation; If the feedback message indicates that the information input has failed, then return to the step of calling the process robot program to log in to the business system and read the business information in the information readable document; When the number of returns reaches the preset failure threshold, a failure message is generated based on the information entry task. The failure message is sent to the notification device, and the failure message is used to indicate that the message entry failed.
2. The method of claim 1, wherein, The process of determining the business processing area of the business information in the business system based on the business processing type of the business information, and defining the business processing area as the target input area of the business information, includes: Based on the business processing type, the service identifier of the business processing type is searched in a preset business identifier table. The preset business identifier table is used to represent the mapping relationship between the business processing type and the business identifier. The business processing area of the business information is determined in the business system based on the business identifier, and the business identifier corresponds to the business processing area; The business processing area corresponding to the business identifier is determined as the target input area for the business information.
3. The method according to claim 1 or 2, characterized in that, The process of calling the robot program to log in to the business system includes: The process robot program is invoked to read the system security credentials required to log in to the business system. The login information for the business system is determined based on the system security credentials; Based on the login information, simulate a manual login operation to log in to the business system.
4. The method according to claim 1, characterized in that, The method further includes: If the feedback information is successfully entered, a success message is generated and sent to the display device for display.
5. A business information input device, characterized in that, The device includes: The information receiving module is used to receive business information obtained after the scanning device scans the electronic form identification code; the electronic form identification code is generated based on the electronic form containing the business information, and the electronic form is obtained based on the information input operation triggered by the user in a preset electronic form. The information conversion module is used to convert the business information according to a preset conversion rule to obtain a readable document containing the business information; The information entry module is used to call the process robot program to log in to the business system, read the business information in the information readable document, determine the business processing type of the business information based on the business information (there are multiple business processing areas in the business system, and the business processing type of the business information corresponds to the business processing area of the business information), determine the business processing area of the business information in the business system based on the business processing type, and determine the business processing area as the target entry area of the business information; determine the information elements contained in the business information (there are multiple information elements in the business information); retrieve the target entry position of each information element from the target entry area according to each information element; call the preset entry rules, simulate manual entry operation based on the preset entry rules, and sequentially enter the business information corresponding to each information element into the corresponding target entry position. The prompting module is used to receive feedback information returned by the business system after the process robot program completes the information entry operation; if the feedback information indicates that the information entry failed, it returns to the step of calling the process robot program to log in to the business system and read the business information in the information readable document; when the number of returns reaches a preset failure count threshold, it generates a failure prompt message based on the information entry task; and sends the failure prompt message to the prompting device, which is used to indicate that the information entry failed.
6. The apparatus according to claim 5, characterized in that, The information entry module is used to: search for the business identifier of the business processing type in a preset business identifier table based on the business processing type, the preset business identifier table being used to represent the mapping relationship between the business processing type and the business identifier; determine the business processing area of the business information in the business system according to the business identifier, the business identifier corresponding to the business processing area; and determine the business processing area corresponding to the business identifier as the target entry area of the business information.
7. The apparatus according to claim 5 or 6, characterized in that, The information entry module is used to: call the process robot program to read the system security credentials required to log in to the business system; determine the login information of the business system based on the system security credentials; and simulate a manual login operation to log in to the business system based on the login information.
8. A computer device comprising a memory and a processor, wherein the memory stores a computer program, characterized in that, When the processor executes the computer program, it implements the steps of the method according to any one of claims 1 to 4.
9. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is executed by a processor, it implements the steps of the method according to any one of claims 1 to 4.
10. A computer program product, comprising a computer program, characterized in that, When the computer program is executed by a processor, it implements the steps of the method according to any one of claims 1 to 4.
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