Method and device for displaying financial data, storage medium and electronic device
By using a decision tree model to recommend and allow users to modify the screen layout of the financial data dashboard, the problem of information overload is solved, personalized data display is achieved, and user experience and decision-making efficiency are improved.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2023-07-13
- Publication Date
- 2026-03-17
AI Technical Summary
Financial data dashboards, due to their large screen size and the large amount of data they contain, can lead to information overload. Users find it difficult to customize the layout of charts and pages according to their individual needs, and they cannot prioritize the data information they are interested in, which affects work and decision-making efficiency.
By acquiring user profile information, a decision tree model is used to recommend personalized screen layouts, and users are allowed to modify the layouts, including moving, scaling, adding or deleting charts. Personalized adjustments are made in conjunction with a chart library, and user preference information is updated to optimize the decision tree model.
It enables the prioritization of displaying financial data of interest based on user needs, improving the usability and decision-making efficiency of data dashboards, and meeting the personalized needs of different users in different scenarios.
Smart Images

Figure CN116881353B_ABST
Abstract
Description
Technical Field
[0001] This application relates to the field of artificial intelligence technology, and more specifically, to a method and apparatus for displaying financial data, a storage medium, and an electronic device. Background Technology
[0002] Currently, data dashboards utilize data visualization technology to represent data items as individual graphic elements. Large datasets form data images, and various attribute values are represented in a multi-dimensional format, allowing for observation and analysis from different perspectives. The financial industry needs to implement a digital and intelligent operational development strategy, extracting value from massive data accumulation and providing strong support for rapid decision-making. Using data visualization techniques, through a combination of graphics and numbers, key data is intuitively and smoothly displayed on large screens, directly showing data trends and comparative analysis results, thus facilitating better analysis and decision-making.
[0003] In large-screen visualization systems within related technologies, basic charts have already been encapsulated and utilized. During development, a large screen can be generated by dragging and dropping chart components within the system.
[0004] However, these technologies have the following drawbacks: Financial data dashboards, due to their large screen size and the large amount of data they display, can easily overwhelm users, leading to information overload and viewer confusion. This ultimately affects work and decision-making efficiency, contradicting the intended purpose of data dashboards. Furthermore, in these large-screen visualization systems, a single template cannot meet the needs of different users in different scenarios. After the data dashboard is developed and put into use, viewers cannot customize the layout of charts and pages according to their individual needs, nor can they prioritize seeing the data they are interested in, reducing unnecessary information acquisition and hindering data analysis and utilization. Therefore, when displaying financial data on the screen, these technologies struggle to prioritize the data information that users are interested in, resulting in a poor user experience with the displayed financial data.
[0005] There is currently no effective solution to the problem that when displaying financial data on a screen, it is difficult to prioritize the data that users are interested in, resulting in a poor user experience of the financial data displayed on the screen. Summary of the Invention
[0006] The main objective of this application is to provide a method, apparatus, storage medium, and electronic device for displaying financial data, in order to solve the problem in related technologies that when displaying financial data on a screen, it is difficult to prioritize displaying the data information that the user is interested in, resulting in a poor effect of using the financial data displayed on the screen.
[0007] To achieve the above objectives, according to one aspect of this application, a method for displaying financial data is provided. The method includes: acquiring N financial data points to be displayed on a target screen, where N is a positive integer greater than 1; acquiring first profile information of a first object, wherein the first object is the object to which the N financial data points are to be used, and the first profile information includes at least: attribute information of the first object and the first object's preference information for screen layout; inputting the first profile information into a target decision tree model for classification processing, and outputting a screen layout recommended for the first object; and displaying the N financial data points on the target screen based on the screen layout.
[0008] Furthermore, displaying the N financial data on the target screen based on the screen layout includes: determining whether the first object needs to modify the screen layout; if the first object needs to modify the screen layout, obtaining modification information; modifying the screen layout according to the modification information to obtain a modified screen layout; and displaying the N financial data on the target screen based on the modified screen layout.
[0009] Further, modifying the screen layout according to the modification information to obtain the modified screen layout includes: determining the processing method for the charts in the screen layout according to the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; modifying the screen layout based on the processing method for the charts in the screen layout to obtain the modified screen layout.
[0010] Furthermore, based on the processing method of the charts in the screen layout, modifying the screen layout to obtain the modified screen layout includes: if the processing method of the charts in the screen layout is movement processing and / or scaling processing, receiving a first operation instruction sent by the first object, wherein the first operation instruction carries parameter information for movement processing and / or scaling processing of the charts in the screen layout; and performing movement processing and / or scaling processing of the charts in the screen layout according to the first operation instruction to obtain the modified screen layout.
[0011] Furthermore, based on the processing method of the charts in the screen layout, the screen layout is modified to obtain the modified screen layout, which includes: if the processing method of the charts in the screen layout is addition processing and / or deletion processing, then receiving a second operation instruction sent by the first object, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; combining the chart library, adding and / or deleting the charts in the screen layout based on the second operation instruction to obtain the modified screen layout, wherein the chart library is used to store M charts, the M charts including at least the charts in the screen layout, and M is a positive integer greater than 1.
[0012] Furthermore, after modifying the screen layout according to the modification information to obtain the modified screen layout, the method further includes: updating the preference information of the first object based on the modified screen layout to obtain updated preference information of the first object; and adjusting the target decision tree model according to the updated preference information of the first object to obtain an adjusted target decision tree model.
[0013] Furthermore, the target decision tree model is obtained by: acquiring S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; using the S screen layout samples and the T second profile information to learn and train the original decision tree model to obtain the target decision tree model.
[0014] Further, obtaining S screen layout samples includes: obtaining R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; determining W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; obtaining a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0015] Further, obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set includes: determining whether there is a screen layout among the Y initial screen layouts that does not meet the preset requirements; if there is a screen layout among the Y initial screen layouts that does not meet the preset requirements, then performing target processing on the charts in the screen layouts that do not meet the preset requirements to obtain a processed screen layout, wherein the target processing includes at least: movement processing and scaling processing; obtaining the S screen layout samples based on the processed screen layouts and the screen layouts that meet the preset requirements; if there is no screen layout among the Y initial screen layouts that does not meet the preset requirements, then obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0016] Further, obtaining R chart libraries includes: obtaining V charts, where V is a positive integer greater than 1; editing each chart to obtain V edited charts, wherein the editing process is at least one of the following: editing the style of the chart, binding data to the chart; determining a chart library set based on the V edited charts; and obtaining the R chart libraries from the chart library set.
[0017] To achieve the above objectives, according to another aspect of this application, a financial data display device is provided. The device includes: a first acquisition unit, configured to acquire N financial data points to be displayed on a target screen, where N is a positive integer greater than 1; a second acquisition unit, configured to acquire first profile information of a first object, wherein the first object is the object to which the N financial data points are to be used, and the first profile information includes at least: attribute information of the first object and the first object's preference information for screen layout; a first processing unit, configured to input the first profile information into a target decision tree model for classification processing, and output a screen layout recommended for the first object; and a first display unit, configured to display the N financial data points on the target screen based on the screen layout.
[0018] Further, the first display unit includes: a first judgment subunit, used to determine whether the first object needs to modify the screen layout; a first acquisition subunit, used to acquire modification information if the first object needs to modify the screen layout; a first modification subunit, used to modify the screen layout according to the modification information to obtain a modified screen layout; and a first display subunit, used to display the N financial data on the target screen based on the modified screen layout.
[0019] Further, the first modification subunit includes: a first determining module, configured to determine the processing method for the charts in the screen layout based on the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; and a first modification module, configured to modify the screen layout based on the processing method for the charts in the screen layout to obtain the modified screen layout.
[0020] Further, the first modification module includes: a first receiving submodule, configured to receive a first operation instruction sent by the first object if the processing method for the chart in the screen layout is movement processing and / or scaling processing, wherein the first operation instruction carries parameter information for movement processing and / or scaling processing of the chart in the screen layout; and a first processing submodule, configured to perform movement processing and / or scaling processing on the chart in the screen layout according to the first operation instruction to obtain the modified screen layout.
[0021] Further, the first modification module includes: a second receiving submodule, configured to receive a second operation instruction sent by the first object if the processing method for the charts in the screen layout is addition processing and / or deletion processing, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; and a second processing submodule, configured to combine a chart library and, based on the second operation instruction, add and / or delete the charts in the screen layout to obtain the modified screen layout, wherein the chart library is used to store M charts, the M charts including at least the charts in the screen layout, and M is a positive integer greater than 1.
[0022] Furthermore, the device further includes: a first updating unit, configured to, after modifying the screen layout according to the modification information to obtain a modified screen layout, update the preference information of the first object based on the modified screen layout to obtain updated preference information of the first object; and a first adjusting unit, configured to adjust the target decision tree model according to the updated preference information of the first object to obtain an adjusted target decision tree model.
[0023] Furthermore, the target decision tree model is obtained through the following units: a third acquisition unit, used to acquire S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; a first training unit, used to learn and train the original decision tree model using the S screen layout samples and the T second profile information to obtain the target decision tree model.
[0024] Further, the third acquisition unit includes: a second acquisition subunit, configured to acquire R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; a first determination subunit, configured to determine W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; a second determination subunit, configured to obtain a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and a third determination subunit, configured to obtain the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0025] Further, the third determining subunit includes: a first judging module, used to judge whether there is a screen layout among the Y initial screen layouts that does not meet the preset requirements; a first processing module, used to perform target processing on the charts in the screen layouts that do not meet the preset requirements if there is a screen layout among the Y initial screen layouts that does not meet the preset requirements, to obtain a processed screen layout, wherein the target processing includes at least: movement processing and scaling processing; a second determining module, used to obtain the S screen layout samples based on the processed screen layouts and the screen layouts that meet the preset requirements; and a third determining module, used to obtain the S screen layout samples based on the Y initial screen layouts in the screen layout set if there is no screen layout among the Y initial screen layouts that does not meet the preset requirements.
[0026] Further, the second acquisition subunit includes: a first acquisition module, used to acquire V charts, where V is a positive integer greater than 1; a second processing module, used to edit each chart to obtain V charts after editing, wherein the editing process is at least one of the following: editing the style of the chart, binding data to the chart; a fourth determination module, used to determine a chart library set based on the V charts after processing; and a second acquisition module, used to acquire the R chart libraries from the chart library set.
[0027] To achieve the above objectives, according to another aspect of this application, a computer-readable storage medium is provided, the storage medium storing a program, wherein the program executes the financial data display method described in any of the above claims.
[0028] To achieve the above objectives, according to another aspect of this application, an electronic device is provided, the electronic device including one or more processors and a memory, the memory being used to store one or more programs, wherein when the one or more programs are executed by the one or more processors, the one or more processors cause the one or more processors to implement the financial data display method described in any of the above.
[0029] This application employs the following steps: obtaining N financial data points to be displayed on a target screen, where N is a positive integer greater than 1; obtaining the first profile information of a first object, where the first object is the object to which the N financial data points are to be used, and the first profile information includes at least: the attribute information of the first object and the screen layout preference information of the first object; inputting the first profile information into a target decision tree model for classification processing, and outputting a screen layout recommended for the first object; and displaying the N financial data points on the target screen based on the screen layout. This solves the problem in related technologies where, when displaying financial data on a screen, it is difficult to prioritize displaying data information that the user is interested in, resulting in poor performance of the financial data displayed on the screen. By inputting the first profile information of the first object into a target decision tree model for classification processing, outputting a screen layout recommended for the first object, and then displaying the N financial data points on the target screen based on the screen layout, the display of financial data on the screen can prioritize displaying data information that the user is interested in, thereby improving the performance of the financial data displayed on the screen. Attached Figure Description
[0030] The accompanying drawings, which form part of this application, are used to provide a further understanding of this application. The illustrative embodiments and descriptions of this application are used to explain this application and do not constitute an undue limitation of this application. In the drawings:
[0031] Figure 1 This is a flowchart of a method for displaying financial data according to an embodiment of this application;
[0032] Figure 2 This is a flowchart of how developers generate large-screen pages according to embodiments of this application;
[0033] Figure 3 This is a flowchart of user-defined large screen layout settings provided in the embodiments of this application;
[0034] Figure 4 This is a schematic diagram of a financial data display device provided according to an embodiment of this application;
[0035] Figure 5 This is a schematic diagram of an electronic device provided according to an embodiment of this application. Detailed Implementation
[0036] It should be noted that, unless otherwise specified, the embodiments and features described in this application can be combined with each other. This application will now be described in detail with reference to the accompanying drawings and embodiments.
[0037] To enable those skilled in the art to better understand the present application, the technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present application, and not all embodiments. Based on the embodiments in the present application, all other embodiments obtained by those of ordinary skill in the art without creative effort should fall within the scope of protection of the present application.
[0038] It should be noted that the terms "first," "second," etc., in the specification, claims, and accompanying drawings of this application are used to distinguish similar objects and are not necessarily used to describe a specific order or sequence. It should be understood that such data can be interchanged where appropriate for the embodiments of this application described herein. Furthermore, the terms "comprising" and "having," and any variations thereof, are intended to cover non-exclusive inclusion; for example, a process, method, system, product, or apparatus that comprises a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or units not explicitly listed or inherent to such processes, methods, products, or apparatus.
[0039] 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. Furthermore, the collection, use and processing of the relevant data must comply with the relevant laws, regulations and standards of the relevant countries and regions, and corresponding operation portals are provided for users to choose to authorize or refuse.
[0040] For ease of description, the following explains some of the nouns or terms used in the embodiments of this application:
[0041] The meaning of a data dashboard: A data dashboard is a form of data visualization. That is, using a large screen as a medium, multiple charts are presented simultaneously within the screen area through intelligent display technology.
[0042] The present invention will now be described in conjunction with preferred implementation steps. Figure 1 This is a flowchart of a method for displaying financial data according to an embodiment of this application, such as... Figure 1 As shown, the method includes the following steps:
[0043] Step S101: Obtain N financial data points to be displayed on the target screen, where N is a positive integer greater than 1.
[0044] For example, the target screen mentioned above can be a large screen, and in this embodiment, the large screen is a screen capable of displaying multiple charts simultaneously. Therefore, multiple financial data (the aforementioned N financial data) to be displayed on the large screen (the aforementioned target screen) can be obtained first.
[0045] Step S102: Obtain the first profile information of the first object, wherein the first object is an object for which N financial data are to be used, and the first profile information includes at least: the attribute information of the first object and the screen layout preference information of the first object.
[0046] For example, the first object mentioned above could be a user who needs to use multiple financial data sets (the aforementioned N financial data sets). The first profile information mentioned above can include the user's personalized tags (the attribute information of the first object mentioned above) and user preferences (the screen layout preferences of the first object mentioned above). Furthermore, the user's personalized tags (the attribute information of the first object mentioned above) can include user tags based on dimensions such as user permissions, user organization, user department, user office, and user rank; user preferences (the screen layout preferences of the first object mentioned above) can include user preferences for screen layout, data, and style. Therefore, the user's personalized tags and user preferences can be obtained and used as the first profile information of the first object mentioned above.
[0047] Step S103: Input the first profile information into the target decision tree model for classification processing, and output the screen layout recommended for the first object.
[0048] For example, user data profiles (the first profile information mentioned above) can be input into a decision tree model (the target decision tree model mentioned above). By classifying and predicting user data, intelligent data decision-making can be carried out, and a personalized theme layout + data chart can be automatically recommended to the user as the initial screen layout (the screen layout recommended for the first object mentioned above).
[0049] Step S104: Based on the screen layout, display N financial data on the target screen.
[0050] For example, based on the initial screen layout recommended to the user by the decision tree model (the screen layout recommended for the first object mentioned above), multiple financial data to be displayed (the N financial data mentioned above) can be displayed on the large screen (the target screen mentioned above). After displaying the multiple financial data to be displayed (the N financial data mentioned above) on the large screen (the target screen mentioned above), the multiple financial data displayed on the large screen (the target screen mentioned above) can be made available to the user.
[0051] It should be noted that the financial data display method provided in this application embodiment can be applied in financial scenarios.
[0052] Through the above steps S101 to S104, the first profile information of the first object is input into the target decision tree model for classification processing, and the output is the screen layout recommended for the first object. Based on the screen layout, N financial data are displayed on the target screen. Thus, when displaying financial data on the screen, the screen can prioritize displaying the data information that the user is interested in, thereby improving the effect of using the financial data displayed on the screen.
[0053] Optionally, in the financial data display method provided in the embodiments of this application, obtaining R chart libraries includes: obtaining V charts, where V is a positive integer greater than 1; editing each chart to obtain V edited charts, wherein the editing process includes at least one of the following: editing the style of the charts, binding data to the charts; determining a chart library set based on the processed V charts; and obtaining R chart libraries from the chart library set.
[0054] For example, developers can first enter developer mode; then they can visually configure parameters, dynamically edit components, configure style parameters, and bind static Excel (spreadsheet) data or dynamic data source APIs (interfaces). Different data component libraries can be set up for different financial businesses and data types, such as asset custody data chart libraries, financial market data chart libraries, credit management data chart libraries, customer information chart libraries, etc. Permissions can be set for these data chart libraries, restricting access for unauthorized users. After developers have edited the chart components, they can create directly usable chart libraries of different data types (the aforementioned R chart libraries). Once deployed on a large screen, users can use these chart libraries to add and remove personalized charts displayed on the screen.
[0055] The above solution eliminates the need for repeated debugging of code details and allows for the creation of components that meet the requirements.
[0056] Optionally, in the financial data display method provided in this application embodiment, obtaining S screen layout samples based on Y initial screen layouts in the screen layout set includes: determining whether there is a screen layout among the Y initial screen layouts that does not meet preset requirements; if there is a screen layout among the Y initial screen layouts that does not meet preset requirements, then performing target processing on the charts in the screen layouts that do not meet preset requirements to obtain processed screen layouts, wherein the target processing includes at least: movement processing and scaling processing; obtaining S screen layout samples based on the processed screen layouts and the screen layouts that meet preset requirements; if there is no screen layout among the Y initial screen layouts that does not meet preset requirements, then obtaining S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0057] For example, when creating a new initial large screen page, developers can select charts (Q charts) from the chart library (R charts mentioned above) and add them to the page (Y initial screen layouts mentioned above). They can also drag and scale the charts selected from the chart library (change the height and width values of the charts), adjust the page layout (change the x (horizontal coordinate) and y (vertical coordinate) values of the charts), and generate the initial page (S screen layout samples mentioned above).
[0058] In summary, by dragging and scaling the chart, multiple screen layout samples can be obtained quickly and accurately for training the model.
[0059] Optionally, in the financial data display method provided in this application embodiment, obtaining S screen layout samples includes: obtaining R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; determining W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; obtaining a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and obtaining S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0060] For example, when creating a new initial dashboard page, developers can select charts (Q charts) from the chart library (R charts mentioned above) and add them to the page (Y initial screen layouts mentioned above). They can also drag and resize the charts selected from the chart library to generate the initial page (S screen layout samples mentioned above). Furthermore, multiple dashboard pages with different layout themes can be created, such as different layouts for financial data monitoring, financial operations monitoring, financial risk monitoring, and financial customer management. The system can then automatically generate configuration data based on the operations, which developers can then save to the database, completing the initial setup of the dashboard.
[0061] The above method can quickly and accurately complete the initial construction of the large screen and obtain multiple screen layout samples for training the model.
[0062] Optionally, in the financial data display method provided in this application embodiment, the target decision tree model is obtained by: acquiring S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; using the S screen layout samples and T second profile information to learn and train the original decision tree model to obtain the target decision tree model.
[0063] For example, the system's user information API (interface) can be used to enter user information and set personalized user tags (the attribute information of the second object mentioned above), including user tags with dimensions such as user permissions, user organization, user department, user office, and user rank; and user preferences (the screen layout preference information of the second object mentioned above), such as layout preferences, data preferences, style preferences, etc.
[0064] Then, the large-screen system can access the user information API to obtain user information (the attribute information of the second object mentioned above and the screen layout preference information of the second object mentioned above). Using multi-dimensional user tags and user preferences, a user data profile is constructed (the second profile information of the second object mentioned above). Based on different user tag and user preference datasets, user tags are used as a feature library to match user preferences. Keywords are then extracted from user preferences and matched with the layout theme and data chart library type (the S screen layout samples mentioned above) according to the user's permissions, resulting in classification rules for user information, layout theme, and data chart components. The user data profile and the S screen layout samples mentioned above can be used as model training samples. A decision tree model (the target decision tree model mentioned above) is recursively constructed based on the ID3 algorithm (Iterative Dichotomiser 3, a classification algorithm for building decision trees).
[0065] The above method allows for rapid and accurate training of decision tree models, resulting in well-trained decision tree models.
[0066] Optionally, in the financial data display method provided in this application embodiment, displaying N financial data on a target screen based on the screen layout includes: determining whether a first object needs to modify the screen layout; if the first object needs to modify the screen layout, obtaining modification information; modifying the screen layout according to the modification information to obtain a modified screen layout; and displaying N financial data on the target screen based on the modified screen layout.
[0067] For example, after recommending a screen layout (as described above) to a user through a decision tree model, if the recommended screen layout (as described above) does not meet the user's personalized needs, the user can automatically modify the recommended screen layout (as described above) through the system; and based on the modified screen layout, display multiple financial data (as described above N financial data) to be displayed on the large screen.
[0068] With the above solution, users can customize the screen layout through the system, allowing the large screen to prioritize the display of financial data that the user is most interested in.
[0069] Optionally, in the financial data display method provided in this application embodiment, modifying the screen layout according to the modification information to obtain the modified screen layout includes: determining the processing method for the charts in the screen layout according to the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; modifying the screen layout based on the processing method for the charts in the screen layout to obtain the modified screen layout.
[0070] For example, if the screen layout recommended to the user by the decision tree model (the screen layout mentioned above) does not meet the user's personalized needs, the user can use the system to drag, scale, add, and remove the charts in the screen layout recommended by the decision tree model (the screen layout mentioned above), and then obtain the screen layout after the user's custom settings (the modified screen layout mentioned above).
[0071] With the above solutions, users can drag, scale, add, and remove charts in the screen layout through the system, thereby making the screen layout more in line with the user's wishes.
[0072] Optionally, in the financial data display method provided in this application embodiment, modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout includes: if the processing method of the charts in the screen layout is movement processing and / or scaling processing, then receiving a first operation instruction sent by a first object, wherein the first operation instruction carries parameter information for moving and / or scaling the charts in the screen layout; and moving and / or scaling the charts in the screen layout according to the first operation instruction to obtain the modified screen layout.
[0073] For example, if the screen layout recommended to the user by the decision tree model (the screen layout mentioned above) does not meet the user's personalized needs, the user can use the system to drag and resize the charts in the screen layout recommended by the decision tree model (the screen layout mentioned above) to adjust the page layout and obtain the modified screen layout.
[0074] Using the above method, users can drag and scale the charts in the screen layout through the system, thereby quickly and accurately obtaining the modified screen layout.
[0075] Optionally, in the financial data display method provided in this application embodiment, modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout includes: if the processing method of the charts in the screen layout is addition processing and / or deletion processing, then receiving a second operation instruction sent by a first object, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; combining the chart library, adding and / or deleting the charts in the screen layout based on the second operation instruction to obtain the modified screen layout, wherein the chart library is used to store M charts, the M charts include at least the charts in the screen layout, and M is a positive integer greater than 1.
[0076] For example, if the screen layout recommended to the user by the decision tree model (the screen layout mentioned above) does not meet the user's personalized needs, the user can modify the charts in the screen layout recommended by the decision tree model (the screen layout mentioned above) by using the system. Specifically, the user can first browse the chart library edited by the developer and have permission to use it, and then select, add, and remove components until the needs are met and the modified screen layout is obtained.
[0077] Using the above method, users can add and remove icons in the screen layout through the system, thus quickly and accurately obtaining the modified screen layout.
[0078] Optionally, in the financial data display method provided in the embodiments of this application, after modifying the screen layout according to the modification information to obtain the modified screen layout, the method further includes: updating the preference information of the first object based on the modified screen layout to obtain the updated preference information of the first object; and adjusting the target decision tree model according to the updated preference information of the first object to obtain the adjusted target decision tree model.
[0079] For example, the layout configuration data generated by user actions can be saved locally in real time, without polluting the data of other users; only local users can use this configuration data. The system can then extract user preference features from the layout configuration data after user actions, compare it with the features of the automatically recommended layout, and automatically adjust and optimize the decision tree model, forming positive feedback to make the decision tree model respond faster and more accurately.
[0080] The above approach allows for a faster, more accurate, and more precise decision tree model.
[0081] For example, the method provided in this application embodiment can generate a financial data dashboard with a user-customizable drag-and-drop chart layout. During the dashboard development phase, developers can use editable chart components to drag, drop, and edit to generate the financial dashboard page. During deployment and use, viewers can also customize the chart layout by simply dragging and dropping, adding, selecting, and scaling the financial charts they need, allowing the dashboard to prioritize the data they are interested in, and customizing the dashboard layout to improve work and decision-making efficiency.
[0082] For example, the method provided in this application embodiment can generate a smart, draggable, customizable financial data dashboard based on the React Grid Layout front-end grid-based drag-and-drop layout framework and the ID3 decision tree model. During the dashboard development phase, this embodiment provides an editable chart library. Developers can visually edit and generate directly usable charts, and drag and scale the charts to create the financial dashboard page. Furthermore, by inputting user tags and preferences, a layout intelligent recommendation decision tree model is constructed based on the ID3 algorithm. During the dashboard deployment and usage phase, the decision tree model intelligently recommends personalized dashboard layouts based on user information. Viewers can also add, select, drag, and scale the financial charts they need according to their individual needs, customizing the chart layout on the dashboard. This allows the complex data dashboard to prioritize displaying the data information they are interested in, customizing the dashboard layout, improving work efficiency and decision-making efficiency when using the financial data dashboard, and optimizing user-friendliness.
[0083] In addition, this embodiment integrates commonly used financial chart components, such as pie charts, bar charts, column charts, and funnel charts. The style, data, and other attribute parameters of these chart components are abstracted and extracted into a visual API (interface), forming a visual, dynamically editable component. Editing can include configuring style attribute parameters such as color, title, and labels, as well as configuring parameters such as binding static data and dynamic API interfaces to the component.
[0084] Furthermore, the page layout is generated based on the React Grid Layout framework, integrating drag-and-drop, zoom, and other functionalities into the chart components within the layout. When the user zooms in, zooms out, or drags the component, the system monitors and obtains the component's current width, height, and page coordinates in real time, and modifies and renders the chart component accordingly to create a visual graphical interface.
[0085] Furthermore, based on the development stage and the post-deployment stage of the large screen, the large screen system can be divided into developer mode and user mode. The method steps provided in this application embodiment are as follows:
[0086] For example, Figure 2 This is a flowchart of a developer generating a large-screen page according to an embodiment of this application, and as follows: Figure 2 As shown, the process for developers to generate large-screen pages includes the following steps:
[0087] Step 1: Developer users enter developer mode.
[0088] Step 2: Perform visual parameter configuration, dynamically edit the component, configure style parameters, and bind static Excel data or dynamic data source APIs. This eliminates the need for repeated debugging of code details, allowing you to build components that meet your requirements.
[0089] Step 3: For different financial businesses and data types, different data component libraries can be set up, such as asset custody data chart library, financial market data chart library, credit management data chart library, customer information chart library, etc. Access permissions can be set for these data chart libraries, restricting use by users without the necessary permissions. After developers edit the chart components, a ready-to-use chart library is created. Once deployed on the large screen, users can use the chart library to add and remove charts displayed on the large screen in a personalized way.
[0090] Step 4: Developers create a new initial dashboard page, select charts from the chart library to add to the page, and drag and scale them (changing the height and width values of the charts). They also adjust the page layout (changing the x and y coordinate values of the charts) to generate the initial page. Multiple dashboard pages with different layout themes can be created, such as different layouts for financial data monitoring, financial operations monitoring, financial risk monitoring, and financial customer management.
[0091] Step 5: The system automatically generates configuration data based on the operation. Developers can save the configuration data to the database to complete the initial construction of the large screen.
[0092] Step 6: Use the system's user information API to enter user information and set personalized user tags, including user tags based on user permissions, user organization, user department, user office, user rank, and other dimensions; and enter user preferences, such as layout preferences, data preferences, style preferences, etc.
[0093] Step 7: The large-screen system connects to the user information API to obtain user information. Utilizing multi-dimensional user tags and preferences, a user data profile is constructed. Based on different user tag and preference datasets, user tags are used as a feature library to match user preferences. Keywords are then extracted from user preferences and matched with layout themes and data chart library types according to user permissions, resulting in classification rules for user information, layout themes, and data chart components. This data serves as training samples for the model, recursively constructing a decision tree model based on the ID3 algorithm.
[0094] Step 8: The developer deploys and publishes the large-screen page.
[0095] For example, Figure 3 This is a flowchart of user-defined large screen layout settings provided in the embodiments of this application, and as follows: Figure 3 As shown, the process for users to customize the large screen layout includes the following steps:
[0096] Step 9: Large screen users log in to the large screen system.
[0097] Step 10: Input the user data profile into the decision tree model. By classifying and predicting the user data, intelligent data decision-making is carried out, and a personalized theme layout + data chart is automatically recommended to the user as the initial screen layout.
[0098] Step 11: The deployed charts also have drag-and-drop and zoom functions. If they do not meet your personalized needs, you can drag and resize the charts and adjust the page layout.
[0099] Step 12: You can also browse the chart library edited by the developers and use it with permission, and select, add or remove components until you meet your needs.
[0100] Step 13: Save the layout configuration data generated by user operations locally in real time, so as not to cause data pollution to other users. Only local users use the configuration data.
[0101] Step 14: Based on the layout configuration data after user operation, the system extracts user preference features, compares them with the features of the automatically recommended layout, and automatically adjusts and optimizes the decision tree model to form positive feedback, making the decision tree model respond faster and more accurately.
[0102] Step 15: Each time the large screen initializes and loads a page, it first obtains the layout configuration saved locally by the user. If not, it intelligently recommends a large screen layout based on the decision tree model.
[0103] The method provided in this application embodiment can generate a financial data dashboard with an intelligently recommended drag-and-drop custom layout, avoiding information overload and audience confusion caused by massive amounts of data, and improving the work efficiency and decision-making efficiency of using the financial data dashboard.
[0104] In summary, the financial data display method provided in this application embodiment obtains N financial data points to be displayed on a target screen, where N is a positive integer greater than 1; obtains first profile information of a first object, where the first object is the object to be used with the N financial data points, and the first profile information includes at least: attribute information of the first object and the first object's preference information for screen layout; inputs the first profile information into a target decision tree model for classification processing, and outputs a screen layout recommended by the first object; and displays the N financial data points on the target screen based on the screen layout. This solves the problem in related technologies where, when displaying financial data on a screen, it is difficult to prioritize displaying data information that the user is interested in, resulting in poor performance of the financial data displayed on the screen. By inputting the first profile information of the first object into a target decision tree model for classification processing, outputting a screen layout recommended by the first object, and then displaying the N financial data points on the target screen based on the screen layout, the method ensures that when displaying financial data on a screen, the screen prioritizes displaying data information that the user is interested in, thereby improving the performance of the financial data displayed on the screen.
[0105] It should be noted that the steps shown in the flowchart in the accompanying drawings can be executed in a computer system such as a set of computer-executable instructions, and although a logical order is shown in the flowchart, in some cases the steps shown or described may be executed in a different order than that shown here.
[0106] This application also provides a financial data display device. It should be noted that the financial data display device of this application can be used to execute the financial data display method provided in this application. The following describes the financial data display device provided in this application.
[0107] Figure 4 This is a schematic diagram of a financial data display device according to an embodiment of this application. Figure 4 As shown, the device includes: a first acquisition unit 401, a second acquisition unit 402, a first processing unit 403, and a first display unit 404.
[0108] Specifically, the first acquisition unit 401 is used to acquire N financial data to be displayed on the target screen, where N is a positive integer greater than 1;
[0109] The second acquisition unit 402 is used to acquire the first profile information of the first object, wherein the first object is an object to be used with N financial data, and the first profile information includes at least: the attribute information of the first object and the preference information of the first object for screen layout.
[0110] The first processing unit 403 is used to input the first profile information into the target decision tree model for classification processing and output the screen layout recommended for the first object.
[0111] The first display unit 404 is used to display N financial data on the target screen based on the screen layout.
[0112] In summary, the financial data display device provided in this application embodiment acquires N financial data to be displayed on the target screen through a first acquisition unit 401, where N is a positive integer greater than 1; a second acquisition unit 402 acquires first profile information of a first object, where the first object is the object to be used with the N financial data, and the first profile information includes at least: attribute information of the first object and preference information of the first object for screen layout; a first processing unit 403 inputs the first profile information into a target decision tree model for classification processing, and outputs a screen layout recommended for the first object; and a first display unit 404 displays the N financial data on the target screen based on the screen layout. This solves the problem in related technologies where, when displaying financial data on the screen, it is difficult to prioritize displaying data information that the user is interested in, resulting in poor performance of the financial data displayed on the screen. By inputting the first profile information of the first object into the target decision tree model for classification, the output is a screen layout recommended for the first object. Based on the screen layout, N financial data are displayed on the target screen. Thus, when displaying financial data on the screen, the screen can prioritize displaying the data information that the user is interested in, thereby improving the effectiveness of using the financial data displayed on the screen.
[0113] Optionally, in the financial data display device provided in the embodiments of this application, the first display unit includes: a first judgment subunit, used to determine whether a first object needs to modify the screen layout; a first acquisition subunit, used to acquire modification information if the first object needs to modify the screen layout; a first modification subunit, used to modify the screen layout according to the modification information to obtain the modified screen layout; and a first display subunit, used to display N financial data on the target screen based on the modified screen layout.
[0114] Optionally, in the financial data display device provided in the embodiments of this application, the first modification subunit includes: a first determining module, used to determine the processing method of the charts in the screen layout based on the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; the first modification module is used to modify the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout.
[0115] Optionally, in the financial data display device provided in this application embodiment, the first modification module includes: a first receiving submodule, configured to receive a first operation instruction sent by a first object if the processing method for the chart in the screen layout is movement processing and / or scaling processing, wherein the first operation instruction carries parameter information for movement processing and / or scaling processing of the chart in the screen layout; and a first processing submodule, configured to perform movement processing and / or scaling processing on the chart in the screen layout according to the first operation instruction to obtain a modified screen layout.
[0116] Optionally, in the financial data display device provided in this application embodiment, the first modification module includes: a second receiving submodule, configured to receive a second operation instruction sent by a first object if the processing method for the charts in the screen layout is addition processing and / or deletion processing, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; and a second processing submodule, configured to combine a chart library and, based on the second operation instruction, add and / or delete the charts in the screen layout to obtain a modified screen layout, wherein the chart library is used to store M charts, the M charts including at least the charts in the screen layout, and M is a positive integer greater than 1.
[0117] Optionally, in the financial data display device provided in the embodiments of this application, the device further includes: a first updating unit, configured to modify the screen layout according to the modification information to obtain the modified screen layout, and then update the preference information of the first object based on the modified screen layout to obtain the updated preference information of the first object; and a first adjusting unit, configured to adjust the target decision tree model according to the updated preference information of the first object to obtain the adjusted target decision tree model.
[0118] Optionally, in the financial data display device provided in this application embodiment, the target decision tree model is obtained through the following units: a third acquisition unit, used to acquire S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; a first training unit, used to learn and train the original decision tree model using S screen layout samples and T second profile information to obtain the target decision tree model.
[0119] Optionally, in the financial data display device provided in the embodiments of this application, the third acquisition unit includes: a second acquisition subunit, configured to acquire R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; a first determination subunit, configured to determine W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; a second determination subunit, configured to obtain a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and a third determination subunit, configured to obtain S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0120] Optionally, in the financial data display device provided in this application embodiment, the third determining subunit includes: a first judging module, used to judge whether there is a screen layout that does not meet the preset requirements among the Y initial screen layouts; a first processing module, used to perform target processing on the charts in the screen layout that does not meet the preset requirements if there is a screen layout that does not meet the preset requirements among the Y initial screen layouts, to obtain a processed screen layout, wherein the target processing includes at least: movement processing and scaling processing; a second determining module, used to obtain S screen layout samples based on the processed screen layout and the screen layout that meets the preset requirements; and a third determining module, used to obtain S screen layout samples based on the Y initial screen layouts in the screen layout set if there is no screen layout that does not meet the preset requirements among the Y initial screen layouts.
[0121] Optionally, in the financial data display device provided in the embodiments of this application, the second acquisition subunit includes: a first acquisition module, used to acquire V charts, where V is a positive integer greater than 1; a second processing module, used to edit each chart to obtain V charts after editing, wherein the editing process includes at least one of the following: editing the style of the chart, binding data to the chart; a fourth determination module, used to determine a chart library set based on the V charts after processing; and a second acquisition module, used to acquire R charts from the chart library set.
[0122] The financial data display device includes a processor and a memory. The first acquisition unit 401, the second acquisition unit 402, the first processing unit 403, and the first display unit 404 are all stored in the memory as program units. The processor executes the program units stored in the memory to achieve the corresponding functions.
[0123] The processor contains a kernel, which retrieves the corresponding program unit from memory. One or more kernels can be configured, and adjusting kernel parameters can improve the display of financial data on the screen.
[0124] The memory may include non-permanent memory in computer-readable media, such as random access memory (RAM) and / or non-volatile memory, such as read-only memory (ROM) or flash RAM, and the memory includes at least one memory chip.
[0125] This invention provides a computer-readable storage medium storing a program thereon, which, when executed by a processor, implements a method for displaying financial data.
[0126] This invention provides a processor for running a program, wherein the program executes a method for displaying financial data during runtime.
[0127] like Figure 5 As shown, this embodiment of the invention provides an electronic device, which includes a processor, a memory, and a program stored in the memory and executable on the processor. When the processor executes the program, it performs the following steps: acquiring N financial data to be displayed on a target screen, where N is a positive integer greater than 1; acquiring first profile information of a first object, where the first object is the object to be used with the N financial data, and the first profile information includes at least: attribute information of the first object and preference information of the first object for screen layout; inputting the first profile information into a target decision tree model for classification processing, and outputting a screen layout recommended for the first object; and displaying the N financial data on the target screen based on the screen layout.
[0128] When the processor executes the program, it also performs the following steps: displaying the N financial data on the target screen based on the screen layout, including: determining whether the first object needs to modify the screen layout; if the first object needs to modify the screen layout, obtaining modification information; modifying the screen layout according to the modification information to obtain a modified screen layout; and displaying the N financial data on the target screen based on the modified screen layout.
[0129] When the processor executes the program, it also performs the following steps: modifying the screen layout according to the modification information to obtain the modified screen layout includes: determining the processing method for the charts in the screen layout according to the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; modifying the screen layout based on the processing method for the charts in the screen layout to obtain the modified screen layout.
[0130] When the processor executes the program, it also performs the following steps: modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout, including: if the processing method of the charts in the screen layout is movement processing and / or scaling processing, receiving a first operation instruction sent by the first object, wherein the first operation instruction carries parameter information for movement processing and / or scaling processing of the charts in the screen layout; and performing movement processing and / or scaling processing of the charts in the screen layout according to the first operation instruction to obtain the modified screen layout.
[0131] When the processor executes the program, it also performs the following steps: modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout, including: if the processing method of the charts in the screen layout is addition processing and / or deletion processing, receiving a second operation instruction sent by the first object, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; combining the chart library, adding and / or deleting the charts in the screen layout based on the second operation instruction to obtain the modified screen layout, wherein the chart library is used to store M charts, the M charts including at least the charts in the screen layout, and M is a positive integer greater than 1.
[0132] When the processor executes the program, it also performs the following steps: after modifying the screen layout according to the modification information to obtain the modified screen layout, the method further includes: updating the preference information of the first object based on the modified screen layout to obtain the updated preference information of the first object; and adjusting the target decision tree model according to the updated preference information of the first object to obtain the adjusted target decision tree model.
[0133] When the processor executes the program, it also performs the following steps: The target decision tree model is obtained by: acquiring S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; the original decision tree model is trained using the S screen layout samples and the T second profile information to obtain the target decision tree model.
[0134] When the processor executes the program, it also performs the following steps: obtaining S screen layout samples includes: obtaining R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; determining W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; obtaining a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0135] The processor, when executing the program, also performs the following steps: obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set includes: determining whether there is a screen layout among the Y initial screen layouts that does not meet the preset requirements; if there is a screen layout among the Y initial screen layouts that does not meet the preset requirements, then performing target processing on the charts in the screen layouts that do not meet the preset requirements to obtain a processed screen layout, wherein the target processing includes at least: movement processing and scaling processing; obtaining the S screen layout samples based on the processed screen layouts and the screen layouts that meet the preset requirements; if there is no screen layout among the Y initial screen layouts that does not meet the preset requirements, then obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0136] When the processor executes the program, it also performs the following steps: obtaining R chart libraries includes: obtaining V charts, where V is a positive integer greater than 1; editing each chart to obtain V edited charts, wherein the editing process is at least one of the following: editing the style of the chart, binding data to the chart; determining a chart library set based on the V processed charts; and obtaining the R chart libraries from the chart library set.
[0137] The devices mentioned in this article can be servers, PCs, tablets, mobile phones, etc.
[0138] This application also provides a computer program product, which, when executed on a data processing device, is suitable for executing an initialization program having the following method steps: acquiring N financial data to be displayed on a target screen, where N is a positive integer greater than 1; acquiring first profile information of a first object, where the first object is the object to use the N financial data, and the first profile information includes at least: attribute information of the first object and preference information of the first object for screen layout; inputting the first profile information into a target decision tree model for classification processing, and outputting a screen layout recommended for the first object; and displaying the N financial data on the target screen based on the screen layout.
[0139] When executed on a data processing device, it is also suitable to execute an initialization program with the following method steps: displaying the N financial data on the target screen based on the screen layout, including: determining whether the first object needs to modify the screen layout; if the first object needs to modify the screen layout, obtaining modification information; modifying the screen layout according to the modification information to obtain a modified screen layout; and displaying the N financial data on the target screen based on the modified screen layout.
[0140] When executed on a data processing device, it is also suitable to execute an initialization program with the following method steps: modifying the screen layout according to the modification information to obtain a modified screen layout, including: determining a processing method for the charts in the screen layout according to the modification information, wherein the processing method is at least one of the following: moving processing, scaling processing, adding processing, and deleting processing; modifying the screen layout based on the processing method for the charts in the screen layout to obtain the modified screen layout.
[0141] When executed on a data processing device, it is also suitable to execute an initialization program with the following steps: modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout, including: if the processing method of the charts in the screen layout is movement processing and / or scaling processing, receiving a first operation instruction sent by the first object, wherein the first operation instruction carries parameter information for movement processing and / or scaling processing of the charts in the screen layout; and performing movement processing and / or scaling processing of the charts in the screen layout according to the first operation instruction to obtain the modified screen layout.
[0142] When executed on a data processing device, it is also suitable to execute an initialization program with the following steps: modifying the screen layout based on the processing method of the charts in the screen layout to obtain the modified screen layout, including: if the processing method of the charts in the screen layout is addition processing and / or deletion processing, receiving a second operation instruction sent by the first object, wherein the second operation instruction carries parameter information for adding and / or deleting the charts in the screen layout; combining a chart library, adding and / or deleting the charts in the screen layout based on the second operation instruction to obtain the modified screen layout, wherein the chart library is used to store M charts, the M charts including at least the charts in the screen layout, and M is a positive integer greater than 1.
[0143] When executed on a data processing device, it is also suitable to execute an initialization program with the following steps: after modifying the screen layout according to the modification information to obtain a modified screen layout, the method further includes: updating the preference information of the first object based on the modified screen layout to obtain updated preference information of the first object; and adjusting the target decision tree model according to the updated preference information of the first object to obtain an adjusted target decision tree model.
[0144] When executed on a data processing device, it is also suitable to execute an initialization program with the following steps: the target decision tree model is obtained by: acquiring S screen layout samples and T second profile information, wherein the second profile information includes at least: attribute information of the second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; using the S screen layout samples and the T second profile information to learn and train the original decision tree model to obtain the target decision tree model.
[0145] When executed on a data processing device, it is also suitable to execute an initialization program with the following method steps: obtaining S screen layout samples includes: obtaining R chart libraries, wherein the chart libraries include at least the charts in the screen layout, and R is a positive integer; determining W chart sets from the R chart libraries, wherein the chart sets include at least Q charts, and W and Q are positive integers greater than 1; obtaining a screen layout set based on the W chart sets, wherein the screen layout set includes at least Y initial screen layouts, and Y is a positive integer greater than 1; and obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0146] When executed on a data processing device, it is also suitable to execute an initialization program with the following steps: obtaining S screen layout samples based on Y initial screen layouts in the screen layout set includes: determining whether there is a screen layout among the Y initial screen layouts that does not meet a preset requirement; if there is a screen layout among the Y initial screen layouts that does not meet the preset requirement, then performing target processing on the charts in the screen layout that does not meet the preset requirement to obtain a processed screen layout, wherein the target processing includes at least: movement processing and scaling processing; obtaining the S screen layout samples based on the processed screen layout and the screen layout that meets the preset requirement; if there is no screen layout among the Y initial screen layouts that does not meet the preset requirement, then obtaining the S screen layout samples based on the Y initial screen layouts in the screen layout set.
[0147] When executed on a data processing device, it is also suitable to execute an initialization program with the following method steps: obtaining R chart libraries including: obtaining V charts, where V is a positive integer greater than 1; editing each chart to obtain V edited charts, wherein the editing process is at least one of the following: editing the style of the chart, binding data to the chart; determining a chart library set based on the V processed charts; and obtaining the R chart libraries from the chart library set.
[0148] Those skilled in the art will understand that embodiments of this application can be provided as methods, systems, or computer program products. Therefore, this application can take the form of a completely hardware embodiment, a completely software embodiment, or an embodiment combining software and hardware aspects. Furthermore, this application can take the form of a computer program product embodied on one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.
[0149] This application is described with reference to flowchart illustrations and / or block diagrams of methods, apparatus (systems), and computer program products according to embodiments of this application. It will be understood that each block of the flowchart illustrations and / or block diagrams, and combinations of blocks in the flowchart illustrations and / or block diagrams, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, special-purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, generate instructions for implementing the flowchart... Figure 1 One or more processes and / or boxes Figure 1 A device that provides the functions specified in one or more boxes.
[0150] These computer program instructions may also be stored in a computer-readable storage medium that can direct a computer or other programmable data processing device to function in a particular manner, such that the instructions stored in the computer-readable storage medium produce an article of manufacture including instruction means, which are implemented in a process Figure 1 One or more processes and / or boxes Figure 1 The function specified in one or more boxes.
[0151] These computer program instructions may also be loaded onto a computer or other programmable data processing equipment to cause a series of operational steps to be performed on the computer or other programmable equipment to produce a computer-implemented process, thereby providing instructions that execute on the computer or other programmable equipment for implementing the process. Figure 1 One or more processes and / or boxes Figure 1 The steps of the function specified in one or more boxes.
[0152] In a typical configuration, a computing device includes one or more processors (CPU), input / output interfaces, network interfaces, and memory.
[0153] Memory may include non-persistent memory in computer-readable media, such as random access memory (RAM) and / or non-volatile memory, such as read-only memory (ROM) or flash RAM. Memory is an example of computer-readable media.
[0154] Computer-readable media includes both permanent and non-permanent, removable and non-removable media that can store information using any method or technology. Information can be computer-readable instructions, data structures, modules of programs, or other data. Examples of computer storage media include, but are not limited to, phase-change memory (PRAM), static random access memory (SRAM), dynamic random access memory (DRAM), other types of random access memory (RAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), flash memory or other memory technologies, CD-ROM, digital versatile optical disc (DVD) or other optical storage, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other non-transferable medium that can be used to store information accessible by a computing device. As defined herein, computer-readable media does not include transient computer-readable media, such as modulated data signals and carrier waves.
[0155] It should also be noted that the terms "comprising," "including," or any other variations thereof are intended to cover non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such process, method, article, or apparatus. Unless otherwise specified, an element defined by the phrase "comprising one..." does not exclude the presence of other identical elements in the process, method, article, or apparatus that includes that element.
[0156] Those skilled in the art will understand that embodiments of this application can be provided as methods, systems, or computer program products. Therefore, this application can take the form of a completely hardware embodiment, a completely software embodiment, or an embodiment combining software and hardware aspects. Furthermore, this application can take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.
[0157] The above are merely embodiments of this application and are not intended to limit the scope of this application. Various modifications and variations can be made to this application by those skilled in the art. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of this application should be included within the scope of the claims of this application.
Claims
1. A method of presenting financial data, characterized by, The method comprises the following steps: acquiring N pieces of financial data to be displayed on a target screen, wherein N is a positive integer greater than 1; acquiring first portrait information of a first object, wherein the first object is an object to be served with the N pieces of financial data, and the first portrait information at least comprises attribute information of the first object and preference information of the first object for a screen layout; inputting the first portrait information into a target decision tree model for classification processing, and outputting a screen layout recommended for the first object; displaying the N pieces of financial data on the target screen based on the screen layout; wherein the target decision tree model is obtained by the following method: acquiring S screen layout samples and T second portrait information, wherein the second portrait information at least comprises attribute information of a second object and preference information of the second object for the screen layout, and S and T are both positive integers greater than 1; learning and training an original decision tree model by using the S screen layout samples and the T second portrait information to obtain the target decision tree model; acquiring the S screen layout samples comprises the following steps: acquiring R chart libraries, wherein the chart libraries at least comprise charts in the screen layout, and R is a positive integer; determining W chart sets from the R chart libraries, wherein the chart sets at least comprise Q charts, and W and Q are both positive integers greater than 1; obtaining a screen layout set based on the W chart sets, wherein the screen layout set at least comprises Y initial screen layouts, and Y is a positive integer greater than 1; obtaining the S screen layout samples according to the Y initial screen layouts in the screen layout set.
2. The method of claim 1, wherein, displaying the N pieces of financial data on the target screen based on the screen layout comprises the following steps: judging whether the first object needs to modify the screen layout; if the first object needs to modify the screen layout, acquiring modification information; modifying the screen layout according to the modification information to obtain a modified screen layout; displaying the N pieces of financial data on the target screen based on the modified screen layout.
3. The method of claim 2, wherein, modifying the screen layout according to the modification information to obtain a modified screen layout comprises the following steps: determining a processing mode for charts in the screen layout according to the modification information, wherein the processing mode is at least one of the following: moving processing, scaling processing, adding processing and deleting processing; modifying the screen layout based on the processing mode for charts in the screen layout to obtain the modified screen layout.
4. The method of claim 3, wherein, modifying the screen layout based on the processing mode for charts in the screen layout to obtain the modified screen layout comprises the following steps: if the processing mode for charts in the screen layout is moving processing and / or scaling processing, receiving a first operation instruction sent by the first object, wherein the first operation instruction carries parameter information for moving processing and / or scaling processing of the charts in the screen layout. According to the first operation instruction, a chart in the screen layout is subjected to a moving process and / or a zooming process, to obtain the modified screen layout.
5. The method of claim 3, wherein, According to the processing manner of the chart in the screen layout, the screen layout is modified to obtain the modified screen layout, including: If the processing manner of the chart in the screen layout is an adding process and / or a deleting process, a second operation instruction sent by the first object is received, wherein the second operation instruction carries parameter information for the adding process and / or the deleting process of the chart in the screen layout; In combination with a chart library, the chart in the screen layout is subjected to an adding process and / or a deleting process based on the second operation instruction, to obtain the modified screen layout, wherein the chart library is used to store M charts, and the M charts at least include the chart in the screen layout, and M is a positive integer greater than 1.
6. The method of claim 2, wherein, After the screen layout is modified according to the modification information to obtain the modified screen layout, the method further includes: Based on the modified screen layout, the preference information of the first object is updated to obtain updated preference information of the first object; According to the updated preference information of the first object, the target decision tree model is adjusted to obtain an adjusted target decision tree model.
7. The method of claim 6, wherein, According to the Y initial screen layouts in the screen layout set, the S screen layout samples are obtained, including: It is judged whether there is a screen layout that does not meet the preset requirement in the Y initial screen layouts; If there is a screen layout that does not meet the preset requirement in the Y initial screen layouts, a target process is performed on the chart in the screen layout that does not meet the preset requirement to obtain a processed screen layout, wherein the target process at least includes a moving process and a zooming process; According to the processed screen layout and the screen layout that meets the preset requirement, the S screen layout samples are obtained; If there is no screen layout that does not meet the preset requirement in the Y initial screen layouts, the S screen layout samples are obtained according to the Y initial screen layouts in the screen layout set.
8. The method of claim 6, wherein, Obtaining R chart libraries includes: Obtaining V charts, wherein V is a positive integer greater than 1; Editing each chart to obtain V edited charts, wherein the editing process is at least one of the following: editing the style of the chart, binding data to the chart; Determining a chart library set based on the processed V charts; Obtaining the R chart libraries from the chart library set.
9. An apparatus for presenting financial data, characterized by including: The first obtaining unit is configured to obtain N financial data to be displayed on a target screen, wherein N is a positive integer greater than 1; The second obtaining unit is configured to obtain first portrait information of a first object, wherein the first object is an object to be used with the N financial data, and the first portrait information at least includes attribute information of the first object and preference information of the first object for a screen layout; The first processing unit is configured to input the first portrait information into a target decision tree model for classification processing, and output a recommended screen layout for the first object; The first display unit is configured to display the N financial data on the target screen based on the screen layout; The target decision tree model is obtained by the following units: a third obtaining unit configured to obtain S screen layout samples and T second portrait information, wherein the second portrait information at least includes attribute information of a second object and preference information of the second object for a screen layout, and S and T are positive integers greater than 1; and a first training unit configured to learn and train an original decision tree model by using the S screen layout samples and the T second portrait information to obtain the target decision tree model. The third obtaining unit includes: a second obtaining subunit configured to obtain R chart libraries, wherein the chart libraries at least include charts in a screen layout, and R is a positive integer; a first determining subunit configured to determine W chart sets from the R chart libraries, wherein the chart sets at least include Q charts, and W and Q are positive integers greater than 1; a second determining subunit configured to obtain a screen layout set based on the W chart sets, wherein the screen layout set at least includes Y initial screen layouts, and Y is a positive integer greater than 1; and a third determining subunit configured to obtain the S screen layout samples according to the Y initial screen layouts in the screen layout set.
10. A computer-readable storage medium, characterized in that, The storage medium stores a program, and the program performs the method for displaying financial data according to any one of claims 1 to 8.
11. An electronic device, comprising: The device includes one or more processors and a memory configured to store one or more programs, and when the one or more programs are executed by the one or more processors, the one or more processors implement the method for displaying financial data according to any one of claims 1 to 8.
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