A financial archives management method and management system

Abstract

The invention relates to the technical field of financial archive management, and specifically discloses a financial archive management method and a management system, the method comprising: browsing storage sorting management, category archive information extraction, category archive importance evaluation and paper document return time management; the invention re-browses, stores and sorts each document in each category of archives according to the queried information corresponding to each document in each category of archives in the financial archive system of a target company in the current cycle, and simultaneously analyzes the comprehensive importance corresponding to each category of archives from the browsing level and the borrowing level, and finally manages the borrowing and returning time of paper documents of borrowers according to the historical borrowing information corresponding to offline paper financial archives, thereby improving the information retrieval efficiency, and at the same time improving the accuracy and comprehensiveness of the archive importance analysis, avoiding damage to the integrity of the archive data, and providing effective data support for the management of relevant financial archive management personnel.

Description

Technical Field

[0001] The invention belongs to the technical field of financial archive management, and relates to a financial archive management method and a management system. Background Art

[0002] With the expansion of enterprise scale and the complexity of business, the amount of financial data generated by the financial department has increased dramatically. The traditional paper file management method has problems such as difficulty in finding, inconvenient borrowing, high storage cost and easy loss. Therefore, it is particularly important to develop a system that can realize the electronic and intelligent management of financial files.

[0003] For example, the Chinese patent publication number CN112214657A discloses a financial archive management method, system and electronic equipment, including: receiving electronic financial information uploaded by users, and generating barcodes matching the electronic financial information; filing the electronic financial information according to preset filing rules to form electronic financial archives; storing the electronic financial archives corresponding to the physical financial information in a pre-established virtual warehouse according to the position of the physical financial information in the physical archive when it was stored through the barcode; searching using a preset search method according to a financial information search request issued by the user, and displaying the search results; counting the number of electronic financial archives stored in the virtual warehouse according to preset statistical rules; realizing reverse calling of electronic financial archives from a preset financial system to a virtual warehouse through interface docking; and generating protection information based on the electronic financial archives when it is detected that the user performs preset operations on the electronic financial archives.

[0004] For example, the Chinese patent publication number CN116910330A discloses a method, system, electronic device and storage medium for financial archive management, including: generating an interface event message based on the type of financial archive; uploading the financial archive to the cache space, mapping the interface event message into a management event message; parsing the financial archive information in the interface event message, and determining the distribution event of the financial archive according to the financial archive information; distributing the generated management event message to different distribution channels according to the distribution event of the financial archive; and sending the financial archive in the cache space to the corresponding storage space based on each distribution channel according to the association mode between the management event message and each distribution channel. The financial archive can be adaptively distributed to different storage spaces according to the management mode, thereby realizing the application integration of financial archives in the Web.

[0005] The above existing technologies still have the following problems: 1. The browsing, storage and sorting of each document in each category of archives in the company's financial archive system are not re-performed according to the browsing frequency of each document in each category of archives, which reduces the efficiency of information retrieval, increases the time for users to find the required information, fails to optimize the storage space of the financial archive system, and reduces the utilization rate of the storage space of the financial archive system.

[0006] 2. Failure to conduct a comprehensive analysis of the importance of archives at the online browsing level and offline paper material borrowing level for each category of archives reduces the accuracy and comprehensiveness of the archive importance analysis and fails to provide effective data support for the management of relevant financial archive management personnel.

[0007] 3. The borrower's historical borrowing information is not combined to analyze the timeliness of borrowing and returning materials, so the borrowing and returning time of paper materials of borrowers is not managed according to the timeliness of borrowing and returning materials. The timeliness of borrowing and returning paper materials cannot be guaranteed, which reduces management efficiency and damages the integrity of archival materials. At the same time, borrowers who fail to return materials in time may occupy too many borrowing resources, resulting in other borrowers being unable to use them normally, thus disrupting the borrowing order. Summary of the invention

[0008] In view of this, in order to solve the problems raised in the above background technology, a financial archive management method and management system are now proposed.

[0009] The purpose of the present invention can be achieved through the following technical solutions: The first aspect of the present invention provides a financial archive management method, including: S1, browsing storage sorting management: extracting the queried information corresponding to each material in each category of archives in the target company's financial archive system in the current period, evaluating the corresponding browsing frequency of each material in each category of archives in the current period, and re-browsing storage sorting of each material in each category of archives in the target company's financial archive system.

[0010] S2. Category file information extraction: extract the corresponding queried information of each document in each category file in each historical period, and extract the borrowing times and borrowing duration of each paper document in each category file in the target company's offline paper financial files.

[0011] S3. Category file importance assessment: Assess the comprehensive importance of each category of files of the target company and provide feedback to the financial file management personnel of the target company.

[0012] S4. Management of paper document return time: extract the historical borrowing information corresponding to the target company's offline paper financial archives, extract the starting borrowing time and estimated borrowing duration of the paper documents required by the current borrower, and manage the borrowing and return time of the paper documents of the current borrower.

[0013] The second aspect of the present invention provides a financial archive management system, including: a browsing storage sorting management module, which is used to extract the queried information corresponding to each document in each category of archives in the target company's financial archive system within the current period, evaluate the browsing frequency corresponding to each document in each category of archives within the current period, and re-browse, store and sort each document in each category of archives in the target company's financial archive system.

[0014] The category archive information extraction module is used to extract the corresponding queried information of each document in each category archive in each historical period, and to extract the number of borrowings and the borrowing duration of each borrowing of each paper document in each category archive in the target company's offline paper financial archives.

[0015] The category file importance assessment module is used to assess the comprehensive importance of each category file of the target company and feed it back to the financial file management personnel of the target company.

[0016] The paper document return time management module is used to extract the historical borrowing information corresponding to the offline paper financial files of the target company, extract the starting borrowing time and expected borrowing duration of the paper documents required by the current borrower, and manage the borrowing and returning time of the paper documents of the current borrower.

[0017] The database is used to store the advance notice period for paper material return notifications corresponding to the timeliness of each borrowing and returning.

[0018] Compared with the prior art, the embodiments of the present invention have at least the following advantages or beneficial effects: (1) The present invention improves information retrieval efficiency, reduces the time for users to find required information, optimizes the storage space of the financial archive system, and improves the utilization rate of the storage space of the financial archive system by re-browsing, storing and sorting the information in each category of archives in the target company's financial archive system according to the queried information corresponding to each information in each category of archives in the target company's financial archive system in the current period.

[0019] (2) The present invention calculates the importance of each category of archives of the target company at the browsing level and the borrowing level, thereby calculating the corresponding comprehensive importance of each category of archives of the target company, thereby improving the accuracy and comprehensiveness of archive importance analysis and providing effective data support for the management of relevant financial archive management personnel.

[0020] (3) The present invention evaluates the timeliness of borrowing and returning of each borrower based on the historical borrowing information corresponding to the offline paper financial archives of the target company, and manages the borrowing and returning time of the paper materials of the borrower based on the timeliness of borrowing and returning, thereby ensuring the timeliness of borrowing and returning of paper materials, improving management efficiency, avoiding damage to the integrity of archival materials, and preventing borrowers who fail to return in time from occupying too many borrowing resources, causing other borrowers to be unable to use them normally and disrupting the borrowing order. BRIEF DESCRIPTION OF THE DRAWINGS

[0021] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for describing the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative work.

[0022] Figure 1 The figure is a schematic flow chart of the method steps of the present invention.

[0023] Figure 2 It is a schematic diagram of the system structure connection of the present invention. DETAILED DESCRIPTION

[0024] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0025] See also Figure 1 As shown, the first aspect of the present invention provides a financial archive management method, including: S1, browsing storage sorting management: extracting the queried information corresponding to each material in each category of archives in the target company's financial archive system within the current period, evaluating the browsing frequency corresponding to each material in each category of archives within the current period, and re-browsing storage sorting of each material in each category of archives in the target company's financial archive system.

[0026] In a specific embodiment of the present invention, the queried information includes the number of queries, the time point of each query, and the browsing duration.

[0027] In a specific embodiment of the present invention, the specific process of evaluating the browsing frequency of each document in each category of archives in the current period is as follows: A1. Extracting the number of queries, the time point of each query and the browsing duration from the corresponding queried information of each document in each category of archives in the current period in the financial archive system of the target company.

[0028] A2. Record the number of queries for each data in each category of files in the current cycle as ,in, Indicates the number of the category file, , Indicates the number of the data. .

[0029] A3. Compare the time points of each query of each data in each category of archives in the current cycle to obtain the time intervals of each query of each data in each category of archives in the current cycle, and extract the minimum value from them, recorded as .

[0030] A4. Calculate the average browsing time of each query for each data in each category of archives in the current period, and obtain the average browsing time of each data in each category of archives in the current period, and record it as .

[0031] A5. Calculate the browsing frequency of each data in each category of files in the current period , ,in, , and They respectively represent the number of queries, query interval and browsing time of the set reference.

[0032] In a specific embodiment of the present invention, the method of re-browsing, storing and sorting each data in each category of archives in the target company's financial archive system is: sorting the browsing frequency corresponding to each data in each category of archives in the current period from large to small, and using the sorting result as the re-browsing, storing and sorting of each data in each category of archives.

[0033] The embodiment of the present invention improves information retrieval efficiency, reduces the time users spend searching for required information, optimizes the storage space of the financial archive system, and improves the utilization rate of the storage space of the financial archive system by re-browsing, storing and sorting the data in each category of archives in the financial archive system of the target company according to the queried information corresponding to each data in each category of archives in the current period.

[0034] S2. Category file information extraction: extract the corresponding queried information of each document in each category file in each historical period, and extract the borrowing times and borrowing duration of each paper document in each category file in the target company's offline paper financial files.

[0035] It should be noted that the query information corresponding to each document in each category of archives in each historical period also includes the number of queries, the time point of each query and the browsing duration. The number of borrowings and the borrowing duration of each borrowing corresponding to each paper document in each category of archives in the target company's offline paper financial archives are extracted from the offline paper financial archives management manual.

[0036] S3. Category file importance assessment: Assess the comprehensive importance of each category of files of the target company and provide feedback to the financial file management personnel of the target company.

[0037] In a specific embodiment of the present invention, the specific process of evaluating the comprehensive importance of each category of archives of the target company is as follows: B1. Based on the queried information corresponding to each material in each category of archives in each historical period, the browsing frequency corresponding to each material in each category of archives in the current period is calculated in the same way as the browsing frequency corresponding to each material in each category of archives in the current period, and the importance of each category of archives of the target company at the browsing level is calculated. .

[0038] In a specific embodiment of the present invention, the specific process of calculating the importance of each category of archives of the target company at the browsing level is: C1. Calculate the average browsing frequency corresponding to each data in each category of archives in each historical period to obtain the browsing frequency corresponding to each data in each category of archives.

[0039] C2. Compare the browsing frequency of each data in each category of files with the browsing frequency of the set reference. If the browsing frequency of a data in a certain category of files is greater than or equal to the browsing frequency of the set reference, then the data in the category of files is recorded as important data. The number of important data in each category of files is counted and recorded as .

[0040] C3. Calculate the importance of each category of files of the target company at the browsing level , ,in, Indicates the percentage of important data used for setting references. Indicates the number of data. Represents a natural constant.

[0041] B2. Calculate the importance of each category of the target company's archives at the borrowing level based on the number of borrowings and the borrowing duration of each paper document in each category of the target company's offline paper financial archives. .

[0042] It should be noted that the specific process of calculating the importance of each category of files of the target company at the borrowing level is: accumulating the borrowing times of each paper document in each category of files in the offline paper financial files of the target company to obtain the borrowing times of the paper documents in each category of files, and recording it as .

[0043] The average borrowing time of each paper document in each category of the target company's offline paper financial archives is calculated to obtain the average borrowing time of each paper document in each category of archives, and the maximum value is extracted from it, which is recorded as .

[0044] Calculate the importance of each category of the target company's archives at the borrowing level , ,in, and They respectively represent the borrowing times and borrowing duration for the reference setting.

[0045] B3. Calculate the comprehensive importance of each category of files of the target company , ,in, and They represent the weights of the importance of the browsing level and the borrowing level corresponding to the comprehensive importance assessment. .

[0046] In a specific embodiment of the present invention, The setting value of is 0.5. The set value is 0.5. In practical applications, the importance of the browsing level and the borrowing level are often interrelated, and a comprehensive evaluation is required based on the specific situation.

[0047] The embodiment of the present invention calculates the importance of each category of archives of the target company at the browsing level and the borrowing level, thereby calculating the corresponding comprehensive importance of each category of archives of the target company, thereby improving the accuracy and comprehensiveness of the archive importance analysis and providing effective data support for the management of relevant financial archive management personnel.

[0048] S4. Management of paper document return time: extract the historical borrowing information corresponding to the target company's offline paper financial archives, extract the starting borrowing time and estimated borrowing duration of the paper documents required by the current borrower, and manage the borrowing and return time of the paper documents of the current borrower.

[0049] In a specific embodiment of the present invention, the historical borrowing information includes the number of borrowings by each borrower and the start time of borrowing, the estimated borrowing duration and the actual return time corresponding to each borrowing.

[0050] It should be noted that the number of borrowings by each borrower and the corresponding starting time of each borrowing, estimated borrowing duration and actual return time are all extracted from the offline paper financial archive management manual.

[0051] In a specific embodiment of the present invention, the specific process of managing the borrowing and returning time of paper materials of the current borrower is as follows: D1, extracting the borrowing times of each borrower and the starting borrowing time point, expected borrowing time and actual return time point corresponding to each borrowing from the historical borrowing information corresponding to the offline paper financial archives of the target company, and calculating the borrowing and returning timeliness corresponding to each borrower ,in, Indicates the borrower's number. .

[0052] In a specific embodiment of the present invention, the specific process of calculating the timeliness of borrowing and returning corresponding to each borrower is: E1. Compare the starting borrowing time point and the actual return time point corresponding to each borrowing of each borrower to obtain the actual borrowing time corresponding to each borrowing of each borrower, and compare it with the estimated borrowing time corresponding to each borrowing of each borrower.

[0053] E2. If the actual borrowing time of each borrowing of a borrower is less than or equal to the expected borrowing time, the borrower's corresponding return timeliness is recorded as .

[0054] E3. If the actual borrowing duration of each borrowing of a borrower is greater than the expected borrowing duration, the borrower is recorded as the target borrower, and the borrowing return timeliness corresponding to the target borrower is set to .

[0055] It should be noted that the specific process of setting the borrowing and returning timeliness corresponding to the target borrower is: record the borrowing whose actual borrowing time is longer than the expected borrowing time as abnormal borrowing, count the number of abnormal borrowings of the target borrower and record it as .

[0056] The actual borrowing time corresponding to each abnormal borrowing of the target borrower is subtracted from the expected borrowing time to obtain the default return time corresponding to each abnormal borrowing of the target borrower, and the default return time corresponding to each abnormal borrowing of the target borrower is accumulated to obtain the total default return time of the target borrower, which is recorded as .

[0057] Extract the target borrower's borrowing times from each borrower's borrowing times and record it as .

[0058] Calculate the timeliness of borrowing and returning books corresponding to the target borrower , ,in, and They respectively represent the percentage of abnormal borrowing times and the default return time of the set reference.

[0059] E4. If the actual borrowing time corresponding to each borrowing of a borrower is greater than the expected borrowing time, the borrower's corresponding borrowing return timeliness is recorded as .

[0060] E5. In summary, the timeliness of borrowing and returning books corresponding to each borrower , The value of or or ,in, .

[0061] D2. According to the borrowing start time and estimated borrowing duration of the paper materials needed by the current borrower, the paper materials return time of the current borrower is obtained.

[0062] D3. If the current borrower has borrowed in the history, the borrowing return timeliness corresponding to the current borrower is matched, and it is compared with the advance notice time of the paper material return notification corresponding to each borrowing return timeliness stored in the database to obtain the advance notice time of the paper material return notification corresponding to the current borrower, and recorded as , and before the current borrower's paper materials return time If the current borrower returns the paper material before the return time, If the device has been returned within a certain period of time, there is no need to send a SMS reminder to return the device.

[0063] D4. If the current borrower has no borrowing behavior in the historical borrowing, and the current borrower has not returned the paper materials when the paper materials return time arrives, a text message return notification reminder will be sent.

[0064] The embodiment of the present invention evaluates the borrowing and returning timeliness of each borrower according to the historical borrowing information corresponding to the offline paper financial archives of the target company, and manages the borrowing and returning time of the paper materials of the borrower according to the borrowing and returning timeliness, thereby ensuring the timeliness of borrowing and returning paper materials, improving management efficiency, avoiding damage to the integrity of the archive materials, and preventing borrowers who fail to return in time from occupying too many borrowing resources, causing other borrowers to be unable to use them normally and disrupting the borrowing order.

[0065] Reference Figure 2As shown, the second aspect of the present invention provides a financial archive management system, including: a browsing storage sorting management module, a category archive information extraction module, a category archive importance evaluation module, a paper document return time management module and a database.

[0066] The browsing storage sorting management module is connected to the category archive information extraction module, the category archive information extraction module is connected to the category archive importance evaluation module, and the paper document return time management module is connected to the database.

[0067] The browsing storage sorting management module is used to extract the queried information corresponding to each document in each category of archives in the target company's financial archive system in the current period, evaluate the browsing frequency corresponding to each document in each category of archives in the current period, and re-browse, store and sort each document in each category of archives in the target company's financial archive system.

[0068] The category archive information extraction module is used to extract the queried information corresponding to each document in each category archive in each historical period, and to extract the number of borrowings and the borrowing duration of each borrowing corresponding to each paper document in each category archive in the target company's offline paper financial archives.

[0069] The category file importance evaluation module is used to evaluate the comprehensive importance of each category file of the target company and feed it back to the financial file management personnel of the target company.

[0070] The paper document return time management module is used to extract the historical borrowing information corresponding to the offline paper financial files of the target company, extract the starting borrowing time point and the estimated borrowing duration of the paper documents required by the current borrower, and manage the paper document borrowing and returning time of the current borrower.

[0071] The database is used to store the advance notice duration of the paper material return notice corresponding to each borrowing and returning timeliness. The data sources in the database of this embodiment are shown in Table 1 below.

[0072] Table 1 Data sources in the database

[0073] Data Category Data Source Storage Location use Advance notice period for paper material return notifications corresponding to each borrowing and returning timeliness Externally provided database Used to assist in obtaining the advance notice time for the return of paper materials corresponding to the current borrower

[0074] The above contents are merely examples and explanations of the concept of the present invention. Those skilled in the art may make various modifications or additions to the specific embodiments described or replace them in a similar manner. As long as they do not deviate from the concept of the invention or exceed the scope defined by the present invention, they shall all fall within the protection scope of the present invention.

Claims

1. A financial archive management method, characterized in that: include: S1. Browsing storage sorting management: extract the queried information corresponding to each document in each category of files in the target company's financial archive system in the current period, evaluate the browsing frequency corresponding to each document in each category of files in the current period, and re-browse and store the documents in each category of files in the target company's financial archive system; S2. Category file information extraction: extract the corresponding queried information of each document in each category file in each historical period, and extract the borrowing times and borrowing duration of each borrowing of each paper document in each category file in the target company's offline paper financial files; S3. Category file importance assessment: assess the comprehensive importance of each category of files of the target company and provide feedback to the target company's financial file management personnel; S4. Management of paper document return time: extract the historical borrowing information corresponding to the offline paper financial files of the target company, extract the starting borrowing time and estimated borrowing duration of the paper documents required by the current borrower, and manage the borrowing and returning time of the paper documents of the current borrower; The queried information includes the number of queries, the time point of each query and the browsing duration; The specific process of evaluating the browsing frequency of each data in each category of archives in the current period is as follows: A1. Extract the number of queries, the time point of each query and the browsing duration from the corresponding query information of each document in each category of files in the target company's financial archive system in the current period; A2. Record the number of queries for each data in each category of files in the current cycle as ,in, Indicates the number of the category file, , Indicates the number of the data. ; A3. Compare the time points of each query of each data in each category of archives in the current cycle to obtain the time intervals of each query of each data in each category of archives in the current cycle, and extract the minimum value from them, recorded as ; A4. Calculate the average browsing time of each query for each data in each category of archives in the current period, and obtain the average browsing time of each data in each category of archives in the current period, and record it as ; A5. Calculate the browsing frequency of each data in each category of files in the current period , ,in, , and They respectively represent the number of queries, query interval and browsing time of the set reference; The specific process of evaluating the comprehensive importance of each category of files of the target company is as follows: B1. Based on the queried information corresponding to each material in each category of archives in each historical period, calculate the browsing frequency corresponding to each material in each category of archives in each historical period in the same way as the browsing frequency corresponding to each material in each category of archives in the current period, and calculate the importance of each category of archives of the target company at the browsing level. ; B2. Calculate the importance of each category of the target company's archives at the borrowing level based on the number of borrowings and the borrowing duration of each paper document in each category of the target company's offline paper financial archives. ; B3. Calculate the comprehensive importance of each category of files of the target company , ,in, and They represent the weights of the importance of the browsing level and the borrowing level corresponding to the comprehensive importance assessment. ; The specific process of calculating the importance of each category of files of the target company at the browsing level is as follows: C1. Calculate the average browsing frequency of each data in each category of archives in each historical period to obtain the browsing frequency of each data in each category of archives; C2. Compare the browsing frequency of each data in each category of files with the browsing frequency of the set reference. If the browsing frequency of a data in a certain category of files is greater than or equal to the browsing frequency of the set reference, then the data in the category of files is recorded as important data. The number of important data in each category of files is counted and recorded as ; C3. Calculate the importance of each category of files of the target company at the browsing level , ,in, Indicates the percentage of important data used for setting references. Indicates the number of data. Represents a natural constant.

2. A financial archive management method according to claim 1, characterized in that: The method of re-browsing, storing and sorting each data in each category of files in the target company's financial archive system is: sorting the browsing frequency corresponding to each data in each category of files in the current period from large to small, and using the sorting result as the re-browsing, storing and sorting of each data in each category of files.

3. A financial archive management method according to claim 1, characterized in that: The historical borrowing information includes the number of borrowings by each borrower and the start time of borrowing, the estimated borrowing duration and the actual return time corresponding to each borrowing.

4. A financial archive management method according to claim 3, characterized in that: The specific process of managing the borrowing and returning time of paper materials of the current borrower is as follows: D1. Extract the borrowing times of each borrower, the start time of each borrowing, the expected borrowing duration and the actual return time from the historical borrowing information corresponding to the offline paper financial files of the target company, and calculate the borrowing and return timeliness of each borrower ,in, Indicates the borrower's number. ; D2. Obtain the paper material return time of the current borrower according to the borrowing start time and estimated borrowing duration of the paper material that the current borrower needs to borrow; D3. If the current borrower has borrowed in the history, the borrowing return timeliness corresponding to the current borrower is matched, and it is compared with the advance notice time of the paper material return notification corresponding to each borrowing return timeliness stored in the database to obtain the advance notice time of the paper material return notification corresponding to the current borrower, and recorded as , and before the current borrower's paper materials return time If the current borrower returns the paper material before the return time, If the time has been returned, there is no need to send a SMS notification reminder; D4. If the current borrower has no borrowing behavior in the historical borrowing, and the current borrower has not returned the paper materials when the paper materials return time arrives, a text message return notification reminder will be sent.

5. A financial archive management method according to claim 4, characterized in that: The specific process of calculating the timeliness of borrowing and returning books corresponding to each borrower is as follows: E1. Compare the starting borrowing time point and the actual return time point corresponding to each borrowing of each borrower to obtain the actual borrowing time corresponding to each borrowing of each borrower, and compare it with the estimated borrowing time corresponding to each borrowing of each borrower; E2. If the actual borrowing time of each borrowing of a borrower is less than or equal to the expected borrowing time, the borrower's corresponding return timeliness is recorded as ; E3. If the actual borrowing duration of each borrowing of a borrower is greater than the expected borrowing duration, the borrower is recorded as the target borrower, and the borrowing return timeliness corresponding to the target borrower is set to ; E4. If the actual borrowing time corresponding to each borrowing of a borrower is greater than the expected borrowing time, the borrower's corresponding borrowing return timeliness is recorded as ; E5. In summary, the timeliness of borrowing and returning books corresponding to each borrower , The value of or or ,in, .

6. A financial archive management system, used to execute the method according to any one of claims 1 to 4, characterized in that: include: The browsing storage sorting management module is used to extract the queried information corresponding to each document in each category of files in the target company's financial archive system in the current period, evaluate the browsing frequency corresponding to each document in each category of files in the current period, and re-browse and store the documents in each category of files in the target company's financial archive system; The category file information extraction module is used to extract the corresponding queried information of each document in each category file in each historical period, and to extract the borrowing times and borrowing duration of each borrowing of each paper document in each category file in the offline paper financial files of the target company; Category file importance assessment module, used to assess the comprehensive importance of each category of files of the target company and provide feedback to the financial file management personnel of the target company; The paper document return time management module is used to extract the historical borrowing information corresponding to the offline paper financial files of the target company, extract the starting borrowing time and estimated borrowing duration of the paper documents required by the current borrower, and manage the borrowing and returning time of the paper documents of the current borrower; The database is used to store the advance notice period for paper material return notifications corresponding to the timeliness of each borrowing and returning.

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