A financial data query method, system and storage medium
By allocating search requests to different databases based on keywords and time in the financial data query system, the problem of difficulty in querying for non-financial professionals is solved, and the efficiency and accuracy of queries are improved.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2023-06-02
- Publication Date
- 2026-03-31
AI Technical Summary
Non-financial professionals face difficulties in accessing financial data, and existing technologies result in inefficiency due to the inability to match financial data query requests across all databases.
By acquiring the characteristic words of the search request and combining them with the request time, the query is assigned to different preset databases, including the first preset database, the second preset database, the historical database, and the quarterly database, thus optimizing the query process.
It improves the efficiency of financial data query requests and enhances the speed and accuracy of financial data access for non-financial personnel.
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Figure CN116680487B_ABST
Abstract
Description
TECHNICAL FIELD
[0001] The present application relates to the technical field of financial data query, in particular to a financial data query method, system and storage medium. BACKGROUND
[0002] Financial data can reflect the financial situation and operating results of an enterprise. In order to obtain the corresponding financial situation of the enterprise more clearly, the financial data corresponding to the enterprise need to be queried. However, there are numerous financial data from the establishment of the enterprise, and various different reports are formulated in order to reasonably analyze the financial data. For financial professionals, the corresponding financial data can be quickly queried, but for non-financial personnel, there is a problem of query difficulty because they cannot know the financial professional terms.
[0003] In order to reasonably adapt to the query of financial data by non-financial professionals, in the related technology, the financial data query request is analyzed in multiple levels, the query request of the input client is semantically recognized, and then the query request is converted into corresponding financial data, and then the corresponding financial report is obtained.
[0004] However, in the above-mentioned related technology, each financial data query request is matched in all databases, which causes low database query efficiency. SUMMARY
[0005] In order to improve the screening process of the financial report, the present application provides a financial data query method, system and storage medium.
[0006] In a first aspect, the present application provides a financial data query method, which adopts the following technical solution:
[0007] A financial data query method, comprising the following steps:
[0008] Obtaining a search request and a request time corresponding to the search request, the search request representing a request instruction for searching financial data;
[0009] Obtaining a search feature word according to the search request, and obtaining a financial data query request according to the search feature word;
[0010] Obtaining a first preset time according to the request time, and comparing the request time with the first preset time;
[0011] If the request time exceeds the first preset time, a first control instruction is generated, the first control instruction being used for screening a financial report matched with the financial data query request in a first preset database according to the financial data query request;
[0012] If the request time does not exceed the first preset time, a second control instruction is generated. The second control instruction is used to filter out financial statements that match the financial data query request in the second preset database based on the financial data query request.
[0013] In some embodiments, obtaining search feature words based on the search request includes the following steps:
[0014] Based on the search request, obtain the keywords corresponding to the search request;
[0015] The keywords are filtered in a preset database to obtain corresponding matching keywords;
[0016] The matching keywords are used as search feature words.
[0017] In some embodiments, obtaining the financial data query request based on the search keywords includes the following steps:
[0018] Determine whether there are multiple search feature words;
[0019] If there are multiple search feature words, then recombinant feature words are obtained based on the multiple search feature words, and the recombinant feature words are used as financial data query requests;
[0020] If a single search term exists, the search term is used as a financial data query request, and the corresponding financial statements are retrieved from a preset database based on the financial data query request.
[0021] In some embodiments, obtaining recombinant feature words based on a plurality of search feature words includes the following steps:
[0022] Based on the search feature words, obtain the corresponding proportion values from the preset database;
[0023] The search feature words are arranged in descending order according to their corresponding weight values;
[0024] The search feature words, after being sorted, are used as recombined feature words in order from front to back.
[0025] In some embodiments, after obtaining recombinant feature words based on the multiple search feature words if multiple search feature words exist, the following steps are further included:
[0026] The search feature words that appear at the top of the ranking are used as the first temporary feature words;
[0027] Based on the first temporary feature word, a first data set is obtained by matching in a preset database;
[0028] The search feature words that are ranked lower are used as the second temporary feature words;
[0029] The second data set is obtained by filtering the first data set based on the second temporary feature word;
[0030] Based on the reorganization feature words and the second data set, obtain the corresponding financial data reports.
[0031] In some embodiments, the first preset database includes a first historical database and a quarterly database, and after the request time exceeds a first preset time, the following steps are further included:
[0032] The search time is obtained based on the search request, and the search time and the request time are used to obtain the search time difference, where the search time difference represents the number of months between them.
[0033] Compare the search time difference with the second preset time;
[0034] If the request time exceeds the second preset time, a first search instruction is generated. The first search instruction is used to filter out financial statements that match the financial data query request from the historical database based on the financial data query request.
[0035] If the request time does not exceed the second preset time, a second search instruction is generated. The second search instruction is used to filter out financial statements that match the financial data query request in the quarterly database based on the financial data query request.
[0036] In some embodiments, obtaining the search time difference between the search time and the request time includes the following steps:
[0037] Compare the search time and the request time;
[0038] If the search time is earlier than the request time, then the difference between the search time and the request time is used as the search time difference;
[0039] If the search time is later than the request time, the difference between the request time and the search time is used as the search time difference.
[0040] In some embodiments, the second preset database includes a second historical database and a current month database, and after the request time has not exceeded a first preset time, the following steps are further included:
[0041] The estimated query time is obtained based on the request time and the first preset time, and the estimated query time represents the estimated time required to obtain the report.
[0042] The search time is obtained based on the search request, and the search time represents the actual time required to obtain the report;
[0043] Compare the search time with the estimated query time.
[0044] If the search time is earlier than the estimated query time, a first query instruction is generated. The first query instruction is used to filter out financial statements that match the financial data query request in the second historical database based on the financial data query request.
[0045] If the search time is later than the estimated query time, a second query instruction is generated. The second query instruction is used to filter out financial statements that match the financial data query request from the database for the current month.
[0046] Secondly, this application provides a financial data query system, which adopts the following technical solution:
[0047] A financial data query system includes a time acquisition module, a data extraction module, a first comparison module, a first execution module, and a second execution module; wherein,
[0048] The time acquisition module is used to acquire the search request and the request time corresponding to the search request, wherein the search request represents a request instruction to search for financial data;
[0049] The data extraction module is used to obtain search feature words based on the search request, and to obtain financial data query requests based on the search feature words;
[0050] The first comparison module is used to obtain a first preset time based on the request time, and compare the request time with the first preset time.
[0051] The first execution module is used to generate a first control instruction if the request time exceeds a first preset time. The first control instruction is used to filter out financial statements that match the financial data query request in a first preset database based on the financial data query request.
[0052] The second execution module is used to generate a second control instruction if the request time does not exceed a first preset time. The second control instruction is used to filter out financial statements that match the financial data query request in a second preset database based on the financial data query request.
[0053] Thirdly, this application provides a storage medium, which adopts the following technical solution:
[0054] A storage medium storing at least one instruction, at least one program, a code set, or an instruction set, wherein the at least one instruction, the at least one program, the code set, or the instruction set is loaded by a processor and executed by the financial data query method.
[0055] The financial data query method, system, and storage medium provided in this application embodiment can extract a financial data query request from a non-financial language search request via a terminal server, and compare the request time with a first preset time to query the corresponding financial data in different databases, thereby improving the query efficiency of financial data query requests and increasing the speed at which non-financial personnel can obtain the corresponding financial data query requests, thus improving the efficiency of obtaining the corresponding financial data. Attached Figure Description
[0056] Figure 1 This is a schematic diagram of the overall steps in an embodiment of this application;
[0057] Figure 2 yes Figure 1 A diagram illustrating the steps involved in obtaining a financial data query request.
[0058] Figure 3 This is a schematic diagram of the overall steps of another embodiment of this application;
[0059] Figure 4 This is a schematic diagram of the overall steps after the request time exceeds the first preset time;
[0060] Figure 5 This is a schematic diagram of the steps after the request time has not exceeded the first preset time. Detailed Implementation
[0061] For software implementations, the techniques described herein can be implemented using modules (e.g., programs, functions, etc.) that perform the functions described herein. The software code can be stored in memory units and executed by a processor. The memory units can be implemented within or outside the processor; in the latter case, the memory units can be communicatively coupled to the processor via various methods known in this art.
[0062] The present application will be further described in detail below with reference to the accompanying drawings.
[0063] This application discloses a financial data query method, system, and storage medium.
[0064] Reference Figure 1 A method for querying financial data includes the following steps:
[0065] S100, obtain the search request and the corresponding request time.
[0066] Here, a search request represents a request instruction to search for financial data. The request time represents the time when the search request instruction was issued. Specifically, search requests include those issued by non-financial professionals, primarily obtained through voice devices. Once the voice device receives the search request, it forwards it to the terminal server for processing.
[0067] It's important to note that the search request primarily consists of the user's voice command. This command can be a non-financial term or a financial term. For example, a user could speak "March 2018 revenue" or "March 2018 profit" into the voice device. The voice device receives these commands and sends them to the terminal server. The terminal server processes these commands to retrieve the relevant financial data. Furthermore, upon receiving the voice command for the search request, the terminal server also stores the time of receipt as processing data for later use.
[0068] In addition, the search request can also be obtained by inputting through an input device, such as by inputting into the query portal of a financial data query system on a computer, thereby enabling the query of the financial data. When the input device obtains the corresponding search request, it also sends the obtained search request to the terminal server. The terminal server receives the information sent by the input device and then records the current request time.
[0069] It should be noted that both voice devices and input devices can be used to receive search requests and send them to the terminal server, but search requests are not limited to these methods and can also be obtained through other means.
[0070] S200: Obtain search keywords based on the search request, and obtain financial data query request based on the search keywords.
[0071] Among them, search feature words represent the feature words obtained by the terminal server from the search request. Search feature words are mainly used to represent feature words in financial language.
[0072] It should be noted here that obtaining search feature words based on the search request includes the following steps:
[0073] S210: Obtain the keywords corresponding to the search request based on the search request.
[0074] S220: Filter keywords in a preset database to obtain corresponding matching keywords.
[0075] S230 uses matching keywords as search feature words.
[0076] Keywords are used to represent important nouns that can identify financial data, and these keywords are mainly obtained from search requests. Keywords are primarily several nouns obtained by the terminal server after breaking down the search request. The preset database includes financial language and its corresponding non-financial language. Both financial and non-financial language represent multiple nouns, with one financial language corresponding to multiple sets of non-financial languages. Matching keywords are used to represent the nouns in the preset database that correspond to the keywords; these matching keywords mainly refer to nouns corresponding to financial language.
[0077] For example, a search request for "March 2018 revenue" will be processed by the terminal server, which will analyze the search request to obtain relevant keywords. For instance, keyword A is "March 2018" and keyword B is "revenue." The pre-set database stores matching keywords corresponding to these keywords. It should be noted that since both keyword A "March 2018" and keyword B "revenue" are terms understood in professional financial language, the matching keyword A obtained from the pre-set database will be "March 2018" and the matching keyword B will be "revenue." Consequently, the obtained search terminology will be "March 2018" and "revenue," respectively.
[0078] Furthermore, for example, if the search request is "how much money did I make in 2022", the terminal server will analyze the search request to obtain relevant keywords. For instance, keyword A is "2022" and keyword B is "how much money did I make". The preset database stores matching keywords corresponding to the keywords. By comparison, the matching keyword B corresponding to keyword B is "net turnover". Therefore, the matching keyword A obtained from the preset database is "2022", and the matching keyword B is "net turnover". The resulting search feature words are "2022" and "net turnover".
[0079] It should be noted here that the financial data query request is obtained based on search keywords, combined with... Figure 2 This includes the following steps:
[0080] S240, determine if there are multiple search terminology.
[0081] S250, if there are multiple search terms, then obtain the recombinant term based on the multiple search terms, and use the recombinant term as the financial data query request.
[0082] S260, if a single search term exists, the search term is used as a financial data query request, and the corresponding financial statements are retrieved from the preset database based on the financial data query request.
[0083] Among them, recombined feature words are used to represent the feature words obtained by arranging search feature words. Financial statements are used to represent the corresponding financial data obtained from a preset database through a financial data query request.
[0084] Furthermore, since there are multiple search feature words, and each search feature word has a specific order, it is necessary to sort the multiple search feature words in order to obtain the corresponding recombined feature words.
[0085] It should be noted here that obtaining recombinant feature words based on multiple search feature words includes the following steps:
[0086] S251, retrieve the corresponding weight values from the preset database based on the search feature words.
[0087] S252, sort multiple search feature words in descending order according to their corresponding weight values.
[0088] S253, based on the sorted search feature words in the order from front to back, use them as recombined feature words.
[0089] The weight value represents the proportion of each search term. This weight value is pre-set and stored in a preset database containing search terms and their corresponding weight values. The weight values range from 1 to 100, but can also be other sequential letters, as long as they allow the search terms to be sorted in a certain order. In this embodiment, the weight values are between 1 and 100.
[0090] For example, if the search terms are "2022" and "net turnover", and their corresponding weight values are set to 100 and 80 respectively, then the recombined term is obtained as "net turnover in 2022".
[0091] S300: Obtain the first preset time based on the requested time, and compare the requested time with the first preset time.
[0092] The first preset time is used to characterize the initial judgment time. Since data queries are generally performed between the previous month and the following month, the first preset time is determined by obtaining the current year and month of the requested time, and then using the current year, current month, and a temporary time as the first preset time. The temporary time can be specifically set according to each company's query habits for financial data. For example, some companies prefer to query the previous month's financial data before the middle of the following month, so the temporary time of the first preset time can be set to the middle of the following month. In this embodiment, the first preset time is set to the middle of the following month when the request time is set.
[0093] For example, if the requested time is December 3, 2021, the terminal server will process the request and obtain the current month as December, the current year as 2021, and the temporary time as the 15th. Therefore, the first preset time is December 15, 2021.
[0094] The comparison between the requested time and the first preset time mentioned here is mainly used to compare the time difference between the two. Since the current year and current month are the same for both the requested time and the first preset time, it is sufficient to compare only the date values of the requested time and the first preset time.
[0095] S400, if the request time exceeds the first preset time, a first control instruction is generated. The first control instruction is used to filter out financial statements that match the financial data query request in the first preset database based on the financial data query request.
[0096] The first preset database stores all financial data reports prior to the requested time. The first control instruction is an instruction from the terminal server to control the first execution module, primarily used by the first execution module to filter financial reports in the first preset database that match the financial data query request. These financial reports are selected based on the matching data in the first preset database corresponding to the financial data query request.
[0097] S500, if the request time does not exceed the first preset time, a second control instruction is generated. The second control instruction is used to filter out financial statements that match the financial data query request in the second preset database based on the financial data query request.
[0098] The second preset database stores all financial data reports for a specified period prior to the requested time. This specified period can be set according to each company's query habits; it can be set to within 3 months or 6 months prior to the requested time. In this embodiment, the specified period is within 1 month. The second control instruction is the instruction from the terminal server to control the second execution module. It is mainly used by the second execution module to filter the corresponding matching data in the second preset database that matches the financial data query request, and then use the matching data as the corresponding financial reports.
[0099] It's important to note that the matching data primarily consists of the data with the highest matching degree from the financial data query request in either a first or second preset database. The acquisition method mainly involves filtering through the first or second preset database to obtain the data with the highest matching degree as the corresponding financial statement. The specific methods for obtaining the matching degree of each temporary data point mainly utilize existing technology and will not be described in detail here.
[0100] For example, if the obtained financial data query request 'a' is "net revenue in 2022", and the first preset database contains temporary data 'a' as "net revenue in 2021" and temporary data 'b' as "net revenue in 2022", by comparing temporary data 'a' and temporary data 'b' with the financial data query request 'a', it can be found that the matching degree between temporary data 'a' and temporary data 'b' and the financial data query request 'a' is 50% and 100%, respectively. Therefore, temporary data 'b' is used as the matching data corresponding to the financial data query request 'a'.
[0101] It's important to note that the matching degree is primarily calculated based on the number of matches among the multiple search terms that make up the financial data query request. For example, temporary data 'a' might contain the search terms "2021" and "net turnover," while temporary data 'b' contains "2022" and "net turnover." Since the search terms for financial data query request 'a' are also "2022" and "net turnover," both search terms for temporary data 'b' are identical to those for financial data query request 'a,' resulting in the highest matching degree between temporary data 'b' and financial data query request 'a. The matching degree can also be set based on the number of matches among the search terms to facilitate the acquisition of matching data relevant to the financial data query request.
[0102] In this embodiment, the matching degree can be set to a value between 1 and 100; the higher the value, the higher the matching degree. The specific matching degree can be set according to the number of matches for the search feature words; the more matches for the search feature words, the greater the matching degree.
[0103] For example, if both search terms of temporary data b are the same as the search terms of financial data query request a, then the matching degree b of temporary data b is set to 100. However, temporary data a has only one search term in common, so the matching degree a of temporary data a is set to 80. By filtering the matching degree values of temporary data a and temporary data b, temporary data b is selected as the matching data.
[0104] Similarly, the matching method for obtaining the corresponding matching data from the second preset data is the same as that for the first preset database, so we will not go into detail here.
[0105] In another embodiment, since there is more than one search feature word, if multiple words are matched at the same time, it will cause matching difficulties. Therefore, the search feature words can be prioritized and the top-ranked search feature words can be matched in a preset database one by one to obtain the corresponding financial data reports.
[0106] If multiple search feature terms exist, after obtaining the recombined feature terms based on the multiple search feature terms, refer to... Figure 3 It also includes the following steps:
[0107] S600 uses the top-ranked search feature words as the first temporary feature words.
[0108] S610, based on the first temporary feature word, perform matching in the preset database to obtain the first data set.
[0109] S620, the search feature words that are ranked lower are used as the second temporary feature words.
[0110] S630, the second data set is obtained by filtering the first data set based on the second temporary feature words.
[0111] S640, obtain the corresponding financial data report based on the reorganization feature words and the second data set.
[0112] The first temporary feature word represents the highest-priority word selected from multiple search feature words. This first temporary feature word is the search feature word ranked first after sorting. The first data set primarily represents the data set selected from the preset database that includes the first temporary feature word. The second temporary feature word represents words with lower priority than the first temporary feature word. The second data set primarily represents the data set selected from the first data set that includes the second temporary feature word. The financial data reports mainly obtain the corresponding financial data based on the search feature words.
[0113] It should be noted that because the first dataset contains less data than the preset database, the filtering efficiency can be improved during the secondary matching process.
[0114] In another embodiment, when the request time exceeds the first preset time, it may sometimes be to query data from several months prior to the request time. Therefore, further filtering can be performed to avoid direct filtering in the first preset database.
[0115] Therefore, after the request time exceeds the first preset time, refer to Figure 4 It also includes the following steps:
[0116] S700 obtains the search time based on the search request, and uses the search time and request time to obtain the search time difference, which represents the number of months between them.
[0117] S710 compares the search time difference with the second preset time.
[0118] S720, if the request time exceeds the second preset time, a first search instruction is generated. The first search instruction is used to filter out financial statements that match the financial data query request from the historical database based on the financial data query request.
[0119] S730, if the request time does not exceed the second preset time, a second search instruction is generated. The second search instruction is used to filter out financial statements that match the financial data query request in the quarterly database based on the financial data query request.
[0120] The first preset database includes a first historical database and a quarterly database. The first historical database represents data stored up to a second preset time. The quarterly database represents data within three months, including the request time. The search time represents the time when the data was retrieved based on the search request, specifically the time when the financial data to be queried was obtained. Unlike the first preset time, the second preset time is set in months, which can be set according to the specific circumstances of each company; in this embodiment, it is set to three months.
[0121] The first search instruction represents a search command issued by the terminal server, primarily used to filter out matching data from the historical database based on the financial data query request. The second search instruction represents a search command issued by the terminal server, primarily used to filter out matching data from the quarterly database based on the financial data query request.
[0122] It should be noted that the method for obtaining the matching data corresponding to the financial statements is the same as that described in steps S400 and S500, so we will not go into further detail here.
[0123] It should be noted here that obtaining the search time difference by combining the search time and the request time includes the following steps:
[0124] S711 compares the search time with the request time.
[0125] S712, if the search time is earlier than the request time, the search time difference is used as the search time difference between the search time and the request time.
[0126] S713, if the search time is later than the request time, the search time difference is based on the difference between the request time and the search time.
[0127] In another embodiment, when the request time does not exceed a first preset time, the query may sometimes involve data from several months prior to the request time. Therefore, further filtering can be performed to avoid direct filtering in the second preset database. After the request time has not exceeded the first preset time, refer to Figure 5 It also includes the following steps:
[0128] S800 obtains the estimated query time based on the request time and the first preset time.
[0129] S810 obtains the search time based on the search request.
[0130] S820 compares the search time with the estimated query time.
[0131] S830, if the search time is earlier than the estimated query time, a first query instruction is generated. The first query instruction is used to filter out financial statements that match the financial data query request in the second historical database based on the financial data query request.
[0132] S840, if the search time is later than the estimated query time, a second query instruction is generated. The second query instruction is used to filter out financial statements that match the financial data query request in the database for the current month.
[0133] The estimated query time represents the estimated time when the report needs to be retrieved, the search time represents the actual time when the report needs to be retrieved, and the search time represents the time when the financial data to be retrieved is obtained based on the search request. The second preset database includes a second historical database and a current month database. The second historical database stores data prior to the search time. The current month database stores data for the month in which the search occurs. The estimated query time represents a pre-set query time, which can be set according to the specific circumstances. It can be the same as the second preset time or a different period. The unit of the estimated query time is one month, specifically one month in this embodiment. The first query instruction filters matching data from the second historical database based on the financial data query request. The second query instruction filters matching data from the current month database based on the financial data query request.
[0134] It should be noted that the method for obtaining the matching data corresponding to the financial statements is the same as the method described in steps S400 and S500, so it will not be elaborated on here.
[0135] The implementation principle of a financial data query method disclosed in this application is as follows: First, a corresponding search request is obtained through a voice device and sent to a terminal server. Next, the terminal server analyzes the search request, extracts search feature words corresponding to the search request, and processes these feature words to obtain the financial data query request. Then, a first comparison module compares the request time with a first preset time. When the request time exceeds the first preset time, the terminal server generates a first control instruction, which controls the first execution module to filter matching data from a first preset database based on the financial data query request. When the request time does not exceed the first preset time, the terminal server generates a second control instruction, which controls the second execution module to filter matching data from a second preset database based on the financial data query request.
[0136] This application also discloses a financial data query system, which includes a time acquisition module, a data extraction module, a first comparison module, a first execution module, and a second execution module.
[0137] The system comprises the following modules: a time acquisition module for acquiring the search request and its corresponding time, whereby the search request represents a request to search for financial data; a data extraction module for acquiring search keywords based on the search request and then acquiring the financial data query request based on those keywords; a first comparison module for acquiring a first preset time based on the request time and comparing it with the first preset time; a first execution module for generating a first control instruction if the request time exceeds the first preset time, which then filters out financial statements matching the financial data query request from a first preset database; and a second execution module for generating a second control instruction if the request time does not exceed the first preset time, which then filters out financial statements matching the financial data query request from a second preset database.
[0138] The first preset time, the first control command, and the second control command mentioned here are the same as those described in the financial data query method, so they will not be elaborated on further here.
[0139] In another embodiment, the data extraction module includes a data acquisition unit, a first processing unit, and a data execution unit. The data acquisition unit is used to acquire keywords corresponding to the search request. The first processing unit is used to filter the keywords in a preset database to obtain corresponding matching keywords. The data execution unit is used to use the matching keywords as search feature words.
[0140] In another embodiment, the data extraction module further includes a data judgment unit, a second processing unit, and a third processing unit. The data judgment unit is used to determine whether there are multiple search feature words. The second processing unit is used to obtain recombined feature words based on the multiple search feature words if there are multiple search feature words, and use the recombined feature words as a financial data query request. The third processing unit uses the search feature word as a financial data query request if there is only one search feature word, and obtains the corresponding financial statements from a preset database based on the financial data query request.
[0141] In another embodiment, the second processing unit includes an acquisition subunit, a sorting subunit, and an execution subunit. The acquisition subunit is used to retrieve the corresponding weight values of the search feature words from a preset database. The sorting subunit is used to sort the multiple search feature words in descending order according to their corresponding weight values. The execution subunit is used to reorganize the sorted search feature words in a forward-to-back order as recombinant feature words.
[0142] In another embodiment, the data extraction module further includes a first data execution unit, a first matching unit, a second data execution unit, a second matching unit, and a report acquisition unit. The first data execution unit is used to use the top-ranked search keywords as first temporary keywords. The first matching unit is used to perform matching in a preset database based on the first temporary keywords to obtain a first data set. The second data execution unit is used to use the bottom-ranked search keywords as second temporary keywords. The second matching unit is used to filter the first data set based on the second temporary keywords to obtain a second data set. The report acquisition unit is used to obtain corresponding financial data reports based on the recombined keywords and the second data set.
[0143] In another embodiment, the system further includes a time acquisition module, a time comparison module, a first time processing module, and a second time output module. The time acquisition module is used to acquire the search time based on the search request and to obtain the search time difference between the search time and the request time, where the search time difference represents the number of months between them. The time comparison module is used to compare the search time difference with a second preset time. The first time processing module is used to generate a first search instruction if the request time exceeds the second preset time. The first search instruction is used to filter out financial statements matching the financial data query request from the historical database based on the financial data query request. The second time output module is used to generate a second search instruction if the request time does not exceed the second preset time. The second search instruction is used to filter out financial statements matching the financial data query request from the quarterly database based on the financial data query request.
[0144] In another embodiment, the time acquisition module includes a time comparison unit, a first time processing unit, and a second time processing unit. The time comparison unit is used to compare the search time and the request time. The first time processing unit is used to determine the search time difference as the search time difference if the search time is earlier than the request time. The second time processing unit is used to determine the search time difference as the search time difference if the search time is later than the request time.
[0145] In another embodiment, the first execution module includes a time estimation unit, a time estimation processing unit, a time estimation comparison unit, a first time estimation processing unit, and a second time estimation processing unit.
[0146] The estimated time unit is used to obtain the estimated query time based on the request time and a first preset time. The estimated query time represents the estimated time required to obtain the report. The estimated processing unit is used to obtain the search time based on the search request. The search time represents the actual time required to obtain the report. The estimated comparison unit is used to compare the search time with the estimated query time. The first estimated processing unit generates a first query instruction if the search time is earlier than the estimated query time. The first query instruction is used to filter out financial reports matching the financial data query request from the second historical database based on the financial data query request. The second estimated processing unit generates a second query instruction if the search time is later than the estimated query time. The second query instruction is used to filter out financial reports matching the financial data query request from the current month's database based on the financial data query request.
[0147] This application also discloses a storage medium storing at least one instruction, at least one program, code set, or instruction set, wherein the at least one instruction, at least one program, code set, or instruction set is loaded and executed by a processor to implement a financial data query method.
[0148] The above are all preferred embodiments of this application, and are not intended to limit the scope of protection of this application. Therefore, all equivalent changes made in accordance with the structure, shape and principle of this application should be covered within the scope of protection of this application.
Claims
1. A method of querying financial data, characterized by, The method comprises the following steps: obtaining a search request and a request time corresponding to the search request, the search request representing a request instruction for searching financial data; obtaining a search characteristic word according to the search request, and obtaining a financial data query request according to the search characteristic word; obtaining a first preset time according to the request time, and comparing the request time with the first preset time; if the request time exceeds the first preset time, generating a first control instruction, the first control instruction being used for screening financial statements matching the financial data query request in a first preset database according to the financial data query request; if the request time does not exceed the first preset time, generating a second control instruction, the second control instruction being used for screening financial statements matching the financial data query request in a second preset database according to the financial data query request; wherein the first preset database comprises a first historical database and a quarterly database, and further comprises the following steps after the request time exceeds the first preset time: obtaining a search time according to the search request, and obtaining a search time difference between the search time and the request time, the search time difference representing a difference in months; comparing the search time difference with a second preset time; if the search time difference exceeds the second preset time, generating a first search instruction, the first search instruction being used for screening financial statements matching the financial data query request in a historical database according to the financial data query request; if the search time difference does not exceed the second preset time, generating a second search instruction, the second search instruction being used for screening financial statements matching the financial data query request in a quarterly database according to the financial data query request.
2. The financial data query method of claim 1, wherein, The step of obtaining a search characteristic word according to the search request comprises the following steps: obtaining a keyword corresponding to the search request according to the search request; screening the keyword in a preset database to obtain a corresponding matching keyword; taking the matching keyword as the search characteristic word.
3. The financial data query method of claim 1, wherein, The step of obtaining a financial data query request according to the search characteristic word comprises the following steps: determining whether the search characteristic word is multiple; if the search characteristic word is multiple, obtaining a reorganized characteristic word according to the multiple search characteristic words, and taking the reorganized characteristic word as the financial data query request; if the search characteristic word is single, taking the search characteristic word as the financial data query request, and obtaining a corresponding financial statement in a preset database according to the financial data query request.
4. The financial data query method of claim 3, wherein, The step of obtaining a reorganized characteristic word according to the multiple search characteristic words comprises the following steps: obtaining a proportion value corresponding to the search characteristic word in a preset database according to the search characteristic word; arranging the multiple search characteristic words in descending order according to the proportion values corresponding to the search characteristic words; taking the search characteristic words arranged in order from front to back as the reorganized characteristic word.
5. The financial data query method of claim 4, wherein, After the step of obtaining a reorganized characteristic word according to the multiple search characteristic words, the method further comprises the following steps: taking the search characteristic word arranged in the front as a first temporary characteristic word; According to the first temporary characteristic word, a first data set is obtained by matching in a preset database; The search characteristic word at the rear of the ranking is taken as a second temporary characteristic word; According to the second temporary characteristic word, a second data set is obtained by screening in the first data set; According to the recombined characteristic word and the second data set, corresponding financial data reports are obtained.
6. The financial data query method of claim 1, wherein, The search time and the request time are taken to obtain a search time difference, including the following steps: The search time and the request time are compared in time; If the search time is earlier than the request time, the difference between the search time and the request time is taken as the search time difference; If the search time is later than the request time, the difference between the request time and the search time is taken as the search time difference.
7. The financial data query method of claim 1, wherein, The second preset database includes a second historical database and a current month database, and after the request time does not exceed a first preset time, the following steps are further included: According to the request time and the first preset time, an estimated query time is obtained, which represents the time estimated to obtain the report; According to the search request, a search time is obtained, which represents the time actually needed to obtain the report; The search time and the estimated query time are compared in time; If the search time is earlier than the estimated query time, a first query instruction is generated, which is used to screen out financial reports matching the financial data query request in the second historical database according to the financial data query request; If the search time is later than the estimated query time, a second query instruction is generated, which is used to screen out financial reports matching the financial data query request in the current month database according to the financial data query request.
8. A financial data query system characterized by, A query system for executing the financial data query method of any one of claims 1-7, including a time acquisition module, a data extraction module, a first comparison module, a first execution module, and a second execution module; wherein, The time acquisition module is used to obtain a search request and a request time corresponding to the search request, the search request representing a request instruction for searching financial data; The data extraction module is used to obtain search characteristic words according to the search request, and obtain a financial data query request according to the search characteristic words; The first comparison module is used to obtain a first preset time according to the request time, and compare the request time with the first preset time in size; The first execution module is used to generate a first control instruction if the request time exceeds the first preset time, the first control instruction being used to screen out financial reports matching the financial data query request in a first preset database according to the financial data query request; The second execution module is used to generate a second control instruction if the request time does not exceed the first preset time, the second control instruction being used to screen out financial reports matching the financial data query request in a second preset database according to the financial data query request; The first preset database comprises a first historical database and a quarterly database, and further comprises the following steps after the request time exceeds a first preset time: According to the search request, a search time is obtained, and a search time difference between the search time and the request time is obtained, the search time difference representing a difference in months; The search time difference is compared with a second preset time; If the search time difference exceeds the second preset time, a first search instruction is generated, the first search instruction being used to query financial statements matching the financial data query request from the historical database according to the financial data query request; If the search time difference does not exceed the second preset time, a second search instruction is generated, the second search instruction being used to query financial statements matching the financial data query request from the quarterly database according to the financial data query request.
9. A storage medium, characterized by The storage medium stores at least one instruction, at least one program, a code set or an instruction set, which are loaded and executed by the processor to realize the financial data query method as claimed in claims 1-7.
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