Visual display method and device of financial business data, equipment and storage medium
By obtaining and processing financial business data from the data storage systems of different financial institutions, and building a financial business data cube, the problem of inconsistent financial business data is solved, and high-quality sharing and intuitive display of data is achieved.
Patent Information
- Application Number
- CN202411192353.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-27
- Publication Date
- 2024-12-17
AI Technical Summary
The financial business data of different financial institutions is not unified, resulting in an increase in the complexity of shared financial business data, making it difficult to display accurately and intuitively.
Obtain original financial business data from at least two data storage systems, perform dimension analysis processing to obtain common data dimensions, summarize and obtain target financial business data, filter out demand dimensions and measurement data in response to data query requests, and build and visually display financial business Data cube.
The financial business data of different data storage systems has been re-organized into higher-quality target data, making the data easier to share, can quickly respond to data query requests, provide more comprehensive and intuitive analysis results, and accurately and intuitively display shared finance. Requirements for business data.
Smart Images

Figure CN119149797A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the fields of financial technology and data processing technology, and in particular to a method, device, equipment and storage medium for visual display of financial business data. Background Art
[0002] At present, financial institutions are collaborating with each other through an open model to provide customers with more abundant, comprehensive and convenient integrated financial services. For example, banks share financial business data with third-party financial institutions through an open model to provide customers with investment decision support services and risk management services.
[0003] However, the financial business data of different financial institutions are not unified. For example, customer information, types of investment products, methods of recording transaction history, loan information, etc. are different. In actual application scenarios, for example, the customer's account identification in the bank is inconsistent with the account identification in the third-party financial institution. The customer invests in bond products in the bank and in fund products in the third-party financial institution. The bank retains all the customer's transaction records while the third-party financial institution only retains the customer's transaction records for the most recent year. The bank's loan interest rate is different from that of the third-party financial institution. This increases the complexity of shared financial business data, and the demand for shared financial business data is difficult to accurately and intuitively display. Summary of the invention
[0004] The main purpose of the embodiments of the present application is to propose a method, device, equipment and storage medium for visual display of financial business data, aiming to solve the technical problem that the demand for shared financial business data is difficult to display accurately and intuitively.
[0005] To achieve the above-mentioned purpose, a first aspect of an embodiment of the present application proposes a method for visualizing financial business data, the method comprising:
[0006] Acquire original financial business data from at least two data storage systems;
[0007] Performing dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data;
[0008] Summarizing the measurement data of the common data dimensions to obtain target financial business data;
[0009] In response to a data query request, filtering out a demand dimension and demand measurement data of the demand dimension from the target financial business data;
[0010] Constructing a demand financial business data cube according to the demand dimension and the demand measurement data;
[0011] The demand financial business data cube is visualized.
[0012] In some embodiments, constructing a demand financial business data cube according to the demand dimension and the demand measurement data includes:
[0013] Grouping the demand dimensions to obtain demand dimension groups;
[0014] According to the demand measurement data, target measurement data and measurement operation functions are added to the demand dimension group, wherein the measurement operation functions include a summation function, a minimum value function, a maximum value function, an average value function, a standard deviation function, and a variance function;
[0015] The demand financial business data cube is constructed according to the demand dimension group, the target measurement data and the measurement operation function.
[0016] In some embodiments, the grouping of the demand dimensions to obtain a demand dimension group includes:
[0017] Performing dimensional hierarchy analysis on the demand dimension to obtain the dimensional hierarchy of the demand dimension;
[0018] The demand dimensions are grouped according to the dimension level to obtain the demand dimension group, wherein any two demand dimensions in the demand dimension group are not in the same dimension level.
[0019] In some embodiments, performing dimension parsing on the original financial business data to obtain the common data dimensions of the original financial business data includes:
[0020] Performing attribute field recognition processing on the original financial business data to obtain the attribute fields contained in the original financial business data;
[0021] Performing business subject division processing on the attribute field to obtain the business subject to which the attribute field belongs;
[0022] The business subject is used as the common data dimension.
[0023] In some embodiments, the visual display of the financial business data cube includes:
[0024] Mapping the required financial business data cube to a preset visualization display template to obtain a visualization chart;
[0025] The visualization chart is visualized.
[0026] In some embodiments, obtaining original financial business data from at least two data storage systems includes:
[0027] Obtaining the calling authority of the API interface of each of the data storage systems;
[0028] Based on the calling authority, calling the API interface to collect financial business data from each of the data storage systems;
[0029] The financial service data is preprocessed to obtain the original financial service data.
[0030] In some embodiments, the preprocessing the financial service data to obtain the financial service data includes:
[0031] Performing structural conversion processing on the financial business data to obtain financial business data after structural conversion;
[0032] Performing format conversion processing on the financial business data after the structural conversion to obtain standardized financial business data;
[0033] The standardized financial business data is filtered to obtain the original financial business data.
[0034] To achieve the above-mentioned purpose, a second aspect of an embodiment of the present application provides a visual display device for financial business data, the device comprising:
[0035] A data acquisition module, used to acquire original financial business data from at least two data storage systems;
[0036] A data analysis module, used to perform dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data;
[0037] A data aggregation module, used for aggregating the measurement data of the common data dimension in the original financial business data to obtain target financial business data;
[0038] A data screening module, configured to screen out demand dimensions of the query condition and demand measurement data of the demand dimensions from the target financial business data in response to a data query request;
[0039] A data construction module, used to construct a demand financial business data cube according to the demand dimension and the demand measurement data;
[0040] The visualization display module is used to visualize the demand financial business data cube.
[0041] To achieve the above-mentioned purpose, the third aspect of an embodiment of the present application proposes a computer device, which includes a memory and a processor, the memory stores a computer program, and the processor implements the method described in the first aspect when executing the computer program.
[0042] To achieve the above-mentioned purpose, the fourth aspect of an embodiment of the present application proposes a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method described in the first aspect is implemented.
[0043] The present application proposes a method, device, equipment and storage medium for visual display of financial business data. The visual display method obtains original financial business data from at least two data storage systems; performs dimension analysis on the original financial business data to obtain the common data dimension of the original financial business data; summarizes the measurement data of the common data dimension to obtain the target financial business data; in response to a data query request, screens out the demand dimension and the demand measurement data of the demand dimension from the target financial business data; constructs a demand financial business data cube based on the demand dimension and the demand measurement data; and visually displays the demand financial business data cube. By performing dimension analysis on the original financial business data from different data storage systems to obtain the common data dimension of the original financial business data, the original financial business data can be reorganized into higher-quality target financial business data based on the common data dimension, making the target financial business data easier to share, so that in the face of a data query request for meeting the sharing demand, the demand dimension and the demand measurement data of the demand dimension can be quickly screened out from the target financial business data, thereby automatically generating a demand financial business data cube based on the demand dimension and the demand measurement data for visual display, so as to provide a more comprehensive and intuitive analysis result for the shared demand, and accurately and intuitively display the demand for shared financial business data. BRIEF DESCRIPTION OF THE DRAWINGS
[0044] Figure 1 is a flow chart of a method for visualizing financial business data provided by an embodiment of the present application;
[0045] Figure 2 yes Figure 1 Flow chart of step S102 in FIG.
[0046] Figure 3 yes Figure 1 Flow chart of step S105 in FIG.
[0047] Figure 4 It is a schematic diagram of the architecture of a visual display tool for financial business data provided in an embodiment of the present application;
[0048] Figure 5 It is a structural schematic diagram of a visual display device for financial business data provided in an embodiment of the present application;
[0049] Figure 6 It is a schematic diagram of the hardware structure of the computer device provided in the embodiment of the present application. DETAILED DESCRIPTION
[0050] In order to make the purpose, technical solution and advantages of the present application more clearly understood, the present application is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not used to limit the present application.
[0051] It should be noted that, although the functional modules are divided in the device schematic diagram and the logical order is shown in the flowchart, in some cases, the steps shown or described may be performed in a different order than the module division in the device or the order in the flowchart. The terms "first", "second", etc. in the specification, claims and the above drawings are used to distinguish similar objects, and are not necessarily used to describe a specific order or sequence.
[0052] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by those skilled in the art to which this application belongs. The terms used herein are only for the purpose of describing the embodiments of this application and are not intended to limit this application.
[0053] The embodiments of the present application provide a method, apparatus, device and storage medium for visual display of financial business data, aiming to accurately and intuitively display the demand for sharing financial business data.
[0054] The method, device, equipment and storage medium for visual display of financial business data provided in the embodiments of the present application are specifically illustrated through the following embodiments. First, the method for visual display of financial business data in the embodiments of the present application is described.
[0055] The visualization method for displaying financial business data provided in the embodiment of the present application relates to the field of financial technology and data processing technology. The visualization method for displaying financial business data provided in the embodiment of the present application can be applied to a terminal, can be applied to a server side, or can be software running in a terminal or a server side. In some embodiments, the terminal can be a smart phone, a tablet computer, a laptop computer, a desktop computer, etc.; the server side can be configured as an independent physical server, or a server cluster or a distributed system composed of multiple physical servers, or a cloud server that provides basic cloud computing services such as cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communications, middleware services, domain name services, security services, CDN, and big data and artificial intelligence platforms; the software can be an application that implements the visualization method for displaying financial business data, etc., but is not limited to the above forms.
[0056] The present application can be used in many general or special computer system environments or configurations. For example: personal computers, server computers, handheld or portable devices, tablet devices, multiprocessor systems, microprocessor-based systems, set-top boxes, programmable consumer computer devices, network PCs, minicomputers, mainframe computers, distributed computing environments including any of the above systems or devices, etc. The present application can be described in the general context of computer executable instructions executed by a computer, such as program modules. Generally, program modules include routines, programs, objects, components, data structures, etc. that perform specific tasks or implement specific abstract data types. The present application can also be practiced in distributed computing environments, in which tasks are performed by remote processing devices connected through a communication network. In a distributed computing environment, program modules can be located in local and remote computer storage media including storage devices.
[0057] It should be noted that in each specific implementation of the present application, when it comes to the need to perform relevant processing based on data related to user identity or characteristics such as user information, user behavior data, user historical data, and user location information, the user's permission or consent will be obtained first, and the collection, use, and processing of these data will comply with relevant laws, regulations, and standards. In addition, when the embodiment of the present application needs to obtain the user's sensitive personal information, the user's separate permission or consent will be obtained through a pop-up window or by jumping to a confirmation page. After clearly obtaining the user's separate permission or consent, the necessary user-related data for the normal operation of the embodiment of the present application will be obtained.
[0058] Figure 1 is an optional flowchart of the method for visualizing financial business data provided in an embodiment of the present application. Figure 1The method may include but is not limited to steps S101 to S106.
[0059] Step S101: acquiring original financial business data from at least two data storage systems.
[0060] Among them, financial business data refers to the data generated by financial institutions in the process of providing financial products or services. Financial business data may include customer transaction data, customer asset data, customer liability data, and customer investment data, etc.
[0061] Data Storage System (DSS) is a computerized platform used by financial institutions to collect, store and manage financial business data. Data Storage System can include various types of Database Management System (DBMS), such as Oracle, SQL Server, MySQL, etc.
[0062] In order to share the financial business data of different financial institutions, the original financial business data is first obtained from the data storage systems corresponding to the different financial institutions.
[0063] In step S101 of some embodiments, the calling authority of the API interface of each data storage system may be obtained; based on the calling authority, the API interface is called to collect financial business data from each data storage system; the financial business data is preprocessed to obtain the original financial business data.
[0064] In order to ensure the security of financial business data, financial institutions have implemented calling permission management for the API interfaces used to access data storage systems. Therefore, it is necessary to first obtain calling permission for the API interface of each data storage system. Based on the calling permission, the API interface of each data storage system is called to collect financial business data from each data storage system in real time.
[0065] Considering that the collected financial business data comes from different data storage systems and there are inconsistencies in the data structure and format, it is also necessary to preprocess the collected financial business data to obtain the original financial business data.
[0066] In some embodiments, the financial business data is preprocessed to obtain the original financial business data, which may include performing structural conversion processing on the financial business data to obtain structurally converted financial business data; performing format conversion processing on the structurally converted financial business data to obtain standardized financial business data; and filtering processing on the standardized financial business data to obtain the original financial business data.
[0067] First, the collected financial business data is converted into a unified data structure to obtain the financial business data after the structure conversion. For example, the collected financial business data can be converted into a JSON structure or an XML structure.
[0068] The financial business data after structural conversion is then format converted to obtain standardized financial business data. For example, for example, the customer information field "user_id" or "id" in the customer asset data is converted into a standardized "userId".
[0069] In this way, the collected financial business data can be mapped into a unified structure and format.
[0070] Considering the existence of redundant information in the standardized financial business data, the standardized financial business data is further filtered to obtain the original financial business data. For example, the outliers in the standardized financial business data are removed.
[0071] This provides convenience for the automated integration of original financial business data and helps improve the efficiency of integrating original financial business data.
[0072] Step S102, performing dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data.
[0073] In order to effectively and automatically integrate the original financial business data, the original financial business data is firstly subjected to dimension analysis to obtain the common data dimensions of the original financial business data, wherein the common data dimensions may be only one or more.
[0074] Exemplarily, for example, dimension analysis is performed on customer investment data to obtain common data dimensions such as investment product type dimension, investment amount dimension, and investment cycle dimension.
[0075] See also Figure 2 In some embodiments, in order to improve the accuracy of dimensional analysis, step S102 may include but is not limited to sub-steps S1021 to S1023.
[0076] Sub-step S1021, performing attribute field recognition processing on the original financial business data to obtain the attribute fields contained in the original financial business data.
[0077] First, attribute field recognition processing is performed on the original financial business data to obtain the attribute fields contained in the original financial business data.
[0078] Exemplarily, for example, investment attribute field identification processing is performed on customer investment data to obtain investment attribute fields such as product fields (such as fund name), amount fields, and term fields.
[0079] Sub-step S1022, performing business theme classification processing on the attribute field to obtain the business theme to which the attribute field belongs.
[0080] Then, the attribute fields contained in the original financial business data are divided into business topics to obtain the business topics to which the attribute fields belong.
[0081] For example, the investment attribute fields such as product field, amount field, term field in the customer investment data are divided into business themes, and the product field belongs to the investment product type theme, the amount field belongs to the investment amount theme, and the term field belongs to the investment cycle theme.
[0082] Sub-step S1023, taking the business subject as a common data dimension.
[0083] The business subject is used as a common data dimension. For example, the investment product type subject is used as the investment product type dimension, the investment amount subject is used as the investment amount dimension, and the investment cycle subject is used as the investment cycle dimension. The investment product type dimension, the investment amount dimension, and the investment cycle dimension constitute the common data dimensions.
[0084] This provides an accurate analytical basis for the automated integration of original financial business data.
[0085] Step S103, summarizing the measurement data of the common data dimensions to obtain target financial business data.
[0086] The measurement data refers to the measurement index of the data dimension, such as the investment amount value. Each common data dimension corresponds to a measurement data.
[0087] The measurement data of the common data dimensions are aggregated and processed to obtain the target financial business data, thereby realizing the accurate and effective automatic integration of the original financial business data into the target financial business data.
[0088] For example, for customer investment data from a bank and customer investment data from a third-party securities institution, both include an investment amount dimension. The investment amount dimension can be determined as a common data dimension for the two. The investment amounts of the two investment amount dimensions can be summed to obtain the total investment amount of the common investment amount dimension. The total investment amount can be used as summary metric data. In this way, the original financial business data can be reorganized from a dimensional perspective to obtain the target financial business data.
[0089] Step S104: in response to the data query request, filter out demand dimensions and demand measurement data of the demand dimensions from the target financial business data.
[0090] Among them, a visual user interface can be provided to facilitate users to configure corresponding data query requests in the visual user interface when they have the need to share financial business data.
[0091] In this way, in response to the data query request, the common data dimensions involved in the data query request are screened out from the target financial business data, the screened out common data dimensions are used as the required dimensions, and the measurement data of the screened out common data dimensions are used as the required measurement data.
[0092] Step S105: construct a demand financial business data cube according to the demand dimension and demand measurement data.
[0093] Afterwards, the demand financial business data cube is constructed based on the demand dimensions and demand measurement data.
[0094] Among them, a cube is a collection of metric indicators aggregated by dimension. The demand financial business data cube can be a collection of demand metric data aggregated by multiple demand dimensions.
[0095] See also Figure 3 In some embodiments, considering the situation where there are multiple demand dimensions, in order to reduce the complexity of multidimensional analysis of demand dimensions and demand measurement data, step S105 may include but is not limited to sub-steps S1051 to S1053.
[0096] Sub-step S1051, grouping the demand dimensions to obtain demand dimension groups.
[0097] The demand dimensions may be divided into a plurality of demand dimension groups, thereby achieving the combination of the demand dimensions by grouping.
[0098] Sub-step S1052, according to the demand measurement data, add target measurement data and measurement operation functions to the demand dimension group, wherein the measurement operation functions include sum function, minimum function, maximum function, average function, standard deviation function and variance function.
[0099] Then, target metric data of the demand dimension group is determined from the demand metric data, and the target metric data is added to each demand dimension group.
[0100] Sub-step S1053, constructing a demand financial business data cube according to the demand dimension group, target measurement data and measurement operation function.
[0101] Next, according to the contents described by the demand dimension group and the target measurement data of the demand dimension group, determine the operation method required for the target measurement data of the demand dimension group, obtain the measurement operation function of the demand dimension group, and set the measurement operation function for the demand dimension group.
[0102] The metric operation function includes a summation function, a minimum value function, a maximum value function, an average value function, a standard deviation function, and a variance function. For example, if the demand dimension group and its target metric data are used to describe the investment amount of the product, then the operation method for the target metric data can be to sum the investment amount of the product, and the metric operation function is the summation function.
[0103] In this way, the demand dimension group, target measurement data and measurement operation function can be constructed into a demand financial business data model to obtain a demand financial data cube.
[0104] Therefore, by constructing a demand financial data cube, multidimensional analysis of demand dimensions and demand measurement data of demand dimensions can be achieved, which can reduce the complexity of multidimensional analysis and thus improve the accuracy of multidimensional analysis.
[0105] In sub-step S1051 of some embodiments, the demand dimension may be subjected to dimensional hierarchy analysis to obtain the dimensional hierarchy of the demand dimension; the demand dimension may be grouped according to the dimensional hierarchy to obtain a demand dimension group, wherein any two demand dimensions in the demand dimension group are not at the same dimensional hierarchy.
[0106] The content described by the demand dimension can be analyzed, and the dimensions used to describe the same content nature can be classified into the same dimension level. For example, the demand dimensions year, month, and day used to describe the time nature can be classified as time level dimensions.
[0107] In this way, the demand dimensions can be grouped according to the dimension level to obtain a demand dimension group, wherein any two demand dimensions in the demand dimension group are not at the same dimension level.
[0108] In this way, flexible and reasonable grouping of demand dimensions can be achieved, laying the foundation for multidimensional analysis.
[0109] Step S106: Visually display the demand financial business data cube.
[0110] The required financial business data cube can be visualized in the visual user interface.
[0111] In step S106 of some embodiments, the demand financial business data cube may be mapped to a preset visualization display template to obtain a visualization chart; and the visualization chart may be visualized.
[0112] In order to enrich the scenarios of visualization, visualization templates can be pre-set, such as visualization graph display templates, visualization data table display templates, etc., so that the required financial business data cube can be mapped to the preset visualization template to obtain visualization graphs, visualization data tables and other visualization charts. Finally, the visualization charts are visualized in the visualization user interface to provide more comprehensive and intuitive analysis results for shared needs.
[0113] To better understand the above embodiment, the following application scenarios are given as examples:
[0114] Taking the application scenario in which a bank and a third-party financial institution provide loan risk management services to customers through an open model as an example, first obtain the original loan data of the customer at the bank from the bank's data storage system, and obtain the original loan data of the customer at the third-party financial institution from the third-party financial institution's data storage system; then perform dimension analysis on the original loan data of the customer at the bank and the original loan data at the third-party financial institution to obtain common data dimensions, such as a common loan amount dimension, a credit rating dimension, etc.; then summarize the measurement data of the common data dimensions, such as summing the customer's loan amount at the bank and the loan amount at the third-party financial institution to obtain the total loan amount, and use the total loan amount as the summary measurement data of the common loan amount dimension; for example, take the average of the customer's credit rating at the bank and the credit rating at the third-party financial institution to obtain the comprehensive credit dimension, and use the comprehensive credit dimension as the summary measurement data of the common credit rating dimension, so as to realize the integration and sorting of the original loan data of the customer at the bank and the original loan data at the third-party financial institution, and obtain the customer's target loan data. When faced with the demand for sharing customer loan data, in response to the specific data query request of the demand, the demand dimensions and measurement data of the demand dimensions involved in the data query request are screened out from the customer's target loan data, such as the credit rating dimension and its measurement indicators (such as good), the loan use dimension and its measurement indicators (such as operating a factory, operating agriculture, etc.); then, based on the demand dimensions and the measurement data of the demand dimensions, a demand loan data cube is constructed; finally, the demand loan data cube is visualized to provide comprehensive and intuitive data for providing customers with loan risk management services.
[0115] The method for visualizing financial business data provided in the above embodiment obtains original financial business data from at least two data storage systems; performs dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data; summarizes the measurement data of the common data dimensions to obtain target financial business data; in response to a data query request, screens out demand dimensions and demand measurement data of the demand dimensions from the target financial business data; constructs a demand financial business data cube based on the demand dimensions and demand measurement data; and visualizes the demand financial business data cube. In this way, by performing dimension analysis on the original financial business data from different data storage systems to obtain the common data dimensions of the original financial business data, the original financial business data can be reorganized into higher-quality target financial business data based on the common data dimensions, making the target financial business data easier to share, so that in the face of data query requests for meeting sharing needs, the demand dimensions and demand measurement data of the demand dimensions can be quickly screened out from the target financial business data, thereby automatically generating a demand financial business data cube based on the demand dimensions and demand measurement data for visualization, thereby providing a more comprehensive and intuitive analysis result for sharing needs, and accurately and intuitively displaying the needs for sharing financial business data.
[0116] In some embodiments, the above method can be applied in a visualization tool. Figure 4 , Figure 4 This is a schematic diagram of the architecture of a visualization tool for financial business data. The visualization tool for financial business data includes functional modules such as a data source module, a data integration module, a user interaction module, and a data analysis and visualization engine.
[0117] The original financial business data can be obtained from at least two data storage systems through the data source module; the original financial business data can be dimensionally parsed through the data integration module to obtain the common data dimensions of the original financial business data, and the measurement data of the common data dimensions can be aggregated to obtain the target financial business data; the data query request can be received through the user interaction module; the data analysis and visualization engine can respond to the data query request, filter out the demand dimension and the demand measurement data of the demand dimension from the target financial business data, construct a demand financial business data cube based on the demand dimension and the demand measurement data, and visualize the demand financial business data cube.
[0118] The specific implementation of the visualization tool for displaying financial business data is substantially the same as the specific implementation of the visualization method for displaying financial business data described above, and will not be described in detail herein.
[0119] In this way, the computer device can execute the technical solution of the above embodiment based on the visualization tool of financial business data, and re-organize the original financial business data from different data storage systems into higher-quality target financial business data from a dimensional perspective, so that the target financial business data is easier to share, so that when faced with data query requests for meeting sharing needs, the demand dimension and demand measurement data of the demand dimension can be quickly screened out from the target financial business data, and then the demand financial business data cube is automatically generated based on the demand dimension and demand measurement data for visualization, so as to provide more comprehensive and intuitive analysis results for sharing needs, and can accurately and intuitively display the demand for shared financial business data.
[0120] It is understandable that the visualization tool for displaying financial business data also has good scalability and can increase or decrease functional modules according to actual needs.
[0121] See also Figure 5 The embodiment of the present application further provides a visual display device for financial business data, which can implement the visual display method for financial business data, and the device includes:
[0122] A data acquisition module, used to acquire original financial business data from at least two data storage systems;
[0123] A data analysis module, used to perform dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data;
[0124] A data aggregation module, used for aggregating the measurement data of the common data dimension in the original financial business data to obtain target financial business data;
[0125] A data screening module, configured to screen out demand dimensions of the query condition and demand measurement data of the demand dimensions from the target financial business data in response to a data query request;
[0126] A data construction module, used to construct a demand financial business data cube according to the demand dimension and the demand measurement data;
[0127] The visualization display module is used to visualize the demand financial business data cube.
[0128] The specific implementation of the device for visualizing financial business data is substantially the same as the specific implementation of the method for visualizing financial business data described above, and will not be described in detail herein.
[0129] The embodiment of the present application also provides a computer device, the computer device includes a memory and a processor, the memory stores a computer program, and the processor implements the above-mentioned visual display method of financial business data when executing the computer program. The computer device can be any intelligent terminal including a tablet computer, a car computer, etc.
[0130] See also Figure 6 , Figure 6 The hardware structure of a computer device according to another embodiment is shown, and the computer device includes:
[0131] The processor 601 may be implemented by a general-purpose CPU (Central Processing Unit), a microprocessor, an application-specific integrated circuit (Application Specific Integrated Circuit, ASIC), or one or more integrated circuits, and is used to execute relevant programs to implement the technical solutions provided in the embodiments of the present application;
[0132] The memory 602 can be implemented in the form of a read-only memory (ROM), a static storage device, a dynamic storage device, or a random access memory (RAM). The memory 602 can store an operating system and other applications. When the technical solution provided in the embodiment of this specification is implemented by software or firmware, the relevant program code is stored in the memory 602, and the processor 601 calls and executes the visual display method of financial business data in the embodiment of this application;
[0133] Input / output interface 603, used to implement information input and output;
[0134] Communication interface 604, used to realize communication interaction between the device and other devices, which can be realized by wired mode (such as USB, network cable, etc.) or wireless mode (such as mobile network, WIFI, Bluetooth, etc.);
[0135] Bus 605 , which transmits information between various components of the device (e.g., processor 601 , memory 602 , input / output interface 603 , and communication interface 604 );
[0136] The processor 601 , the memory 602 , the input / output interface 603 and the communication interface 604 are connected to each other in communication within the device via a bus 605 .
[0137] An embodiment of the present application also provides a computer-readable storage medium, which stores a computer program. When the computer program is executed by a processor, the above-mentioned method for visualizing the financial business data is implemented.
[0138] The memory, as a non-transient computer-readable storage medium, can be used to store non-transient software programs and non-transient computer executable programs. In addition, the memory may include a high-speed random access memory, and may also include a non-transient memory, such as at least one disk storage device, a flash memory device, or other non-transient solid-state storage device. In some embodiments, the memory may optionally include a memory remotely disposed relative to the processor, and these remote memories may be connected to the processor via a network. Examples of the above-mentioned network include, but are not limited to, the Internet, an intranet, a local area network, a mobile communication network, and combinations thereof.
[0139] The visualization display method, device, equipment and storage medium of financial business data provided in the embodiments of the present application perform dimension analysis on original financial business data originating from different data storage systems to obtain the common data dimensions of the original financial business data, thereby reorganizing the original financial business data into higher-quality target financial business data based on the common data dimensions, making the target financial business data easier to share, so that when faced with data query requests for meeting sharing needs, it is possible to quickly filter out demand dimensions and demand measurement data of the demand dimensions from the target financial business data, thereby automatically generating a demand financial business data cube based on the demand dimensions and demand measurement data for visualization display, thereby providing more comprehensive and intuitive analysis results for sharing needs, and being able to accurately and intuitively display the needs for sharing financial business data.
[0140] The embodiments described in the embodiments of the present application are intended to more clearly illustrate the technical solutions of the embodiments of the present application and do not constitute a limitation on the technical solutions provided in the embodiments of the present application. Those skilled in the art will appreciate that with the evolution of technology and the emergence of new application scenarios, the technical solutions provided in the embodiments of the present application are also applicable to similar technical problems.
[0141] Those skilled in the art will appreciate that the technical solutions shown in the figures do not constitute a limitation on the embodiments of the present application, and may include more or fewer steps than shown in the figures, or a combination of certain steps, or different steps.
[0142] The device embodiments described above are merely illustrative, and the units described as separate components may or may not be physically separated, that is, they may be located in one place or distributed on multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
[0143] Those skilled in the art will appreciate that all or some of the steps in the methods disclosed above, and the functional modules / units in the systems and devices may be implemented as software, firmware, hardware, or a suitable combination thereof.
[0144] The terms "first", "second", "third", "fourth", etc. (if any) in the specification of the present application and the above-mentioned drawings are used to distinguish similar objects, and are not necessarily used to describe a specific order or sequence. It should be understood that the data used in this way can be interchangeable where appropriate, so that the embodiments of the present application described herein can be implemented in an order other than those illustrated or described herein. In addition, the terms "including" and "having" and any of their variations are intended to cover non-exclusive inclusions, for example, a process, method, system, product or device comprising a series of steps or units is not necessarily limited to those steps or units clearly listed, but may include other steps or units that are not clearly listed or inherent to these processes, methods, products or devices.
[0145] It should be understood that in the present application, "at least one (item)" means one or more, and "plurality" means two or more. "And / or" is used to describe the association relationship of associated objects, indicating that three relationships may exist. For example, "A and / or B" can mean: only A exists, only B exists, and A and B exist at the same time, where A and B can be singular or plural. The character " / " generally indicates that the objects associated before and after are in an "or" relationship. "At least one of the following" or similar expressions refers to any combination of these items, including any combination of single or plural items. For example, at least one of a, b or c can mean: a, b, c, "a and b", "a and c", "b and c", or "a and b and c", where a, b, c can be single or multiple.
[0146] In the several embodiments provided in the present application, it should be understood that the disclosed devices and methods can be implemented in other ways. For example, the device embodiments described above are only schematic. For example, the division of the above units is only a logical function division. There may be other division methods in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some interfaces, indirect coupling or communication connection of devices or units, which can be electrical, mechanical or other forms.
[0147] The units described above as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
[0148] In addition, each functional unit in each embodiment of the present application may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware or in the form of software functional units.
[0149] If the integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present application, or the part that contributes to the prior art, or all or part of the technical solution can be embodied in the form of a software product, and the computer software product is stored in a storage medium, including multiple instructions to enable a computer device (which can be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods of various embodiments of the present application. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (Read-Only Memory, referred to as ROM), random access memory (Random Access Memory, referred to as RAM), disk or optical disk and other media that can store programs.
[0150] The preferred embodiments of the present invention are described above with reference to the accompanying drawings, but the scope of the rights of the present invention is not limited thereto. Any modification, equivalent substitution and improvement made by a person skilled in the art without departing from the scope and essence of the present invention should be within the scope of the rights of the present invention.
Claims
1. A method for visualizing financial business data, characterized in that: The method comprises: Acquire original financial business data from at least two data storage systems; Performing dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data; Summarizing the measurement data of the common data dimensions to obtain target financial business data; In response to a data query request, filtering out a demand dimension and demand measurement data of the demand dimension from the target financial business data; Constructing a demand financial business data cube according to the demand dimension and the demand measurement data; The demand financial business data cube is visualized.
2. The method according to claim 1, characterized in that The step of constructing a demand financial business data cube according to the demand dimension and the demand measurement data includes: Grouping the demand dimensions to obtain demand dimension groups; According to the demand measurement data, target measurement data and measurement operation functions are added to the demand dimension group, wherein the measurement operation functions include a summation function, a minimum value function, a maximum value function, an average value function, a standard deviation function, and a variance function; The demand financial business data cube is constructed according to the demand dimension group, the target measurement data and the measurement operation function.
3. The method according to claim 2, characterized in that The grouping process of the demand dimensions to obtain a demand dimension group includes: Performing dimensional hierarchy analysis on the demand dimension to obtain the dimensional hierarchy of the demand dimension; The demand dimensions are grouped according to the dimension level to obtain the demand dimension group, wherein any two demand dimensions in the demand dimension group are not in the same dimension level.
4. The method according to claim 1, characterized in that: The performing dimension parsing on the original financial business data to obtain the common data dimensions of the original financial business data includes: Performing attribute field recognition processing on the original financial business data to obtain the attribute fields contained in the original financial business data; Performing business subject division processing on the attribute field to obtain the business subject to which the attribute field belongs; The business subject is used as the common data dimension.
5. The method according to any one of claims 1 to 4, characterized in that: The visual display of the financial business data cube includes: Mapping the required financial business data cube to a preset visualization display template to obtain a visualization chart; The visualization chart is visualized.
6. The method according to any one of claims 1 to 4, characterized in that: The obtaining of original financial business data from at least two data storage systems includes: Obtaining the calling authority of the API interface of each of the data storage systems; Based on the calling authority, calling the API interface to collect financial business data from each of the data storage systems; The financial service data is preprocessed to obtain the original financial service data.
7. The method according to claim 6, characterized in that The preprocessing of the financial service data to obtain the financial service data includes: Performing structural conversion processing on the financial business data to obtain financial business data after structural conversion; Performing format conversion processing on the financial business data after the structural conversion to obtain standardized financial business data; The standardized financial business data is filtered to obtain the original financial business data.
8. A visual display device for financial business data, characterized in that: The device comprises: A data acquisition module, used to acquire original financial business data from at least two data storage systems; A data analysis module, used to perform dimension analysis on the original financial business data to obtain the common data dimensions of the original financial business data; A data aggregation module, used for aggregating the measurement data of the common data dimension in the original financial business data to obtain target financial business data; A data screening module, configured to screen out demand dimensions of the query condition and demand measurement data of the demand dimensions from the target financial business data in response to a data query request; A data construction module, used to construct a demand financial business data cube according to the demand dimension and the demand measurement data; The visualization display module is used to visualize the demand financial business data cube.
9. A computer device, characterized in that: The computer device includes a memory and a processor, the memory stores a computer program, and the processor implements the method for visualizing financial business data as described in any one of claims 1 to 7 when executing the computer program.
10. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the method for visualizing the financial business data according to any one of claims 1 to 7 is implemented.
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