Financial product report generation method and device based on interactive configuration

Abstract

The present application provides a method and device for generating a financial product report based on interactive configuration, the method comprising: the terminal device responds to the user's selection operation of the optional control of the reference report template to display the report configuration page; responds to the user's layout configuration operation of the report configuration box to display the configured reference report template; displays the configuration item information of the optional component in the configuration display box in real time; if the user's information change operation on the configuration item information is detected, the corresponding optional component is updated and displayed; responds to the user's selection operation on the report export control, generates and displays the target product report according to the preset file type. In this way, the present application responds to the user's interactive operation with the report configuration page through the terminal device to perform the layout configuration and configuration item configuration of the report template, and then generates the product report required by the user, thereby improving the convenience and flexibility of the report configuration, and improving the efficiency and data accuracy of the terminal device in generating product reports.

Description

Technical Field

[0001] The present application belongs to the general data processing technology field of the Internet industry, and specifically relates to a method and device for generating a financial product report based on interactive configuration. Background Art

[0002] Currently, in order to improve the efficiency and convenience of generating product reports, there are various application programs or web pages that provide various report templates for users to modify and configure to generate product reports required by users.

[0003] However, the report templates provided by traditional applications or web pages are predefined static report templates to meet the specific needs of users. However, in the actual use of users, the static report templates and their preconfigured components cannot adapt to the changing user needs, resulting in users having to make cumbersome modifications or re-creations. The report templates have poor flexibility and low component generation efficiency, which increases development costs and the time spent on product report generation. Summary of the invention

[0004] The embodiment of the present application provides a method and device for generating a financial product report based on interactive configuration. Through the interaction between the terminal device and the server, a visual interaction between the front end and the user for the product report configuration is realized. The product report configuration provided by the terminal device can flexibly implement the layout configuration and the configuration item change operation of the report component, so as to improve the flexibility and stability of the report configuration service provided by the terminal device and improve the efficiency of user configuration of product reports.

[0005] In a first aspect, an embodiment of the present application provides a financial product report generation method based on interactive configuration, which is applied to a terminal device in a report generation system, wherein the report generation system also includes a server; the method includes:

[0006] In response to a first selection operation of a user on an optional control corresponding to a reference report template in the report template list, displaying a report configuration page, the report configuration page including a report configuration box, a component library, a configuration item display box, and a report export control;

[0007] Obtaining reference report data corresponding to the reference report template, and displaying the reference report template in a report configuration box according to the reference report data, wherein the reference report data is obtained by the terminal device requesting the server;

[0008] In response to a user's layout configuration operation on an optional component in a component library and / or a reference report template, displaying the configured reference report template in real time in a report configuration box; and,

[0009] In response to the layout configuration operation, the configuration item information of the component to be configured corresponding to the layout configuration operation is obtained in real time, and the configuration item information is displayed in the configuration item display box, where the configuration item information is obtained by the terminal device requesting the server; and,

[0010] If a user's information change operation on the configuration item information is detected, in response to the information change operation, the component to be configured is updated and displayed in real time in the report configuration box;

[0011] In response to the user's second selection operation on the report export control, the reference report template in the report configuration box is saved as a target product report, and the target product report is generated and displayed according to a preset file type.

[0012] In a second aspect, an embodiment of the present application provides a financial product report generation device based on interactive configuration, which is applied to a terminal device in a report generation system, wherein the report generation system also includes a server; the device includes:

[0013] A page display unit, for displaying a report configuration page in response to a user's first selection operation on an optional control corresponding to a reference report template in the report template list, the report configuration page including a report configuration box, a component library, a configuration item display box, and a report export control;

[0014] A template display unit, used to obtain reference report data corresponding to the reference report template, and display the reference report template in the report configuration box according to the reference report data, wherein the reference report data is obtained by the terminal device requesting the server;

[0015] a layout configuration unit, for displaying the configured reference report template in real time in the report configuration frame in response to a user's layout configuration operation on an optional component in the component library and / or the reference report template; and

[0016] A configuration item display unit, used to obtain, in real time, configuration item information of the component to be configured corresponding to the layout configuration operation in response to the layout configuration operation, and to display the configuration item information in a configuration item display box, wherein the configuration item information is obtained by the terminal device requesting the server; and

[0017] A component updating unit, configured to update and display the component to be configured in real time in the report configuration frame in response to the information change operation if an information change operation of the user on the configuration item information is detected;

[0018] The report export unit is used to save the reference report template in the report configuration box as a target product report in response to the user's second selection operation on the report export control, and to generate and display the target product report according to a preset file type.

[0019] In a third aspect, an embodiment of the present application provides a terminal device, comprising a processor, a memory, and one or more programs, wherein the one or more programs are stored in the memory and configured to be executed by the processor, and the program includes instructions for executing the steps in the first aspect of the embodiment of the present application.

[0020] In a fourth aspect, an embodiment of the present application provides a computer-readable storage medium having a computer program / instruction stored thereon, which implements the steps in the first aspect of the embodiment of the present application when the computer program / instruction is executed by a processor.

[0021] In a fifth aspect, an embodiment of the present application provides a computer program product, including a computer program / instructions, which, when executed by a processor, implement some or all of the steps described in the first aspect of the embodiment of the present application.

[0022] It can be seen that in the embodiments of the present application, the present application realizes visual interaction between the front end and the user for product report configuration through interaction between the terminal device and the server. The product report configuration provided by the terminal device can flexibly implement layout configuration and configuration item change operations of the report component, so as to improve the flexibility and stability of the report configuration service provided by the terminal device and improve the efficiency of user configuration of product reports. BRIEF DESCRIPTION OF THE DRAWINGS

[0023] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.

[0024] Figure 1 It is a structural block diagram of a report generation system provided in an embodiment of the present application;

[0025] Figure 2 It is a flowchart of a method for generating a financial product report based on interactive configuration provided in an embodiment of the present application;

[0026] Figure 3 It is a scene diagram of a component configuration page provided in an embodiment of the present application;

[0027] Figure 4 It is a schematic diagram of a flow chart of derivative component rendering provided in an embodiment of the present application;

[0028] Figure 5 It is a flowchart of a report layout implementation process provided by an embodiment of the present application;

[0029] Figure 6It is a scenario diagram of a product report configuration provided by an embodiment of the present application;

[0030] Figure 7 This is a flowchart of a product report export provided in an embodiment of the present application;

[0031] Figure 8 It is a block diagram of the functional units of a financial product report generation device based on interactive configuration provided by an embodiment of the present application;

[0032] Fig. 9 It is a functional unit composition block diagram of another financial product report generation device based on interactive configuration provided by an embodiment of the present application;

[0033] Fig.10 It is a structural block diagram of a terminal device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0034] In order to enable those skilled in the art to better understand the solution of the present application, the technical solution in the embodiments of the present application will be clearly and completely described below in conjunction with the drawings in the embodiments of the present application. Obviously, the described embodiments are only part of the embodiments of the present application, not all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of this application.

[0035] The terms "first", "second", etc. in the specification and claims of this application and the above-mentioned drawings are used to distinguish different objects, rather than to describe a specific order. In addition, the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions. For example, a process, method, system, product or device that includes a series of steps or units is not limited to the listed steps or units, but optionally includes steps or units that are not listed, or optionally includes other steps or units inherent to these processes, methods, products or devices.

[0036] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0037] See also Figure 1 , Figure 1 is a structural block diagram of a report generation system provided in an embodiment of the present application. Figure 1As shown, the report generation system 100 includes a terminal device 110 and a server 120, and the terminal device 110 and the server 120 are in communication connection. Among them, the terminal device 110 is used to provide the user with a front-end page for configuring the product report, and to respond to the user's interactive operation with the front-end page to configure and visualize the product report. In this process, the terminal device 110 and the server 120 will interact with data. The server 120 is specifically used to perform data cleaning and processing of relevant data at the back end to ensure that the front-end page is accurately and efficiently visually fed back. One report generation system 100 corresponds to one server 120, and one server 120 corresponds to one or more terminal devices 110. The server 120 can provide product report configuration services to multiple users at the same time through multiple terminal devices 110, and the consistency of relevant data and the stability of product report generation can be achieved by executing the data processing process through the server 120.

[0038] Based on this, an embodiment of the present application provides a financial product report generation method based on interactive configuration, and the embodiment of the present application is described in detail below with reference to the accompanying drawings.

[0039] See also Figure 2 , Figure 2 1 is a flow chart of a method for generating a financial product report based on interactive configuration provided by an embodiment of the present application. The method is applied to a terminal device 110 in a report generating system 100. The report generating system 100 also includes a server 120. The terminal device 110 and the server 120 are in communication connection. The method includes:

[0040] Step S201 : in response to a first selection operation of a user on an optional control corresponding to a reference report template in a report template list, a report configuration page is displayed.

[0041] The report configuration page includes a report configuration box, a component library, a configuration item display box, and a report export control.

[0042] Specifically, the component library may include basic components, business components, and page components. Basic components refer to the basic types of components commonly used by users when generating product reports, such as rich text, pictures, dividing lines, etc. In web page or document design, page components refer to those extensible elements designed for template editors, which allow the use of template editors to assemble headers, footers, and other components such as page structures. Page components form the basis of all pages designed using core components and editable templates. Page components may include headers, footers, etc. Business components are multiple functional components that executives pre-encapsulate based on the business areas of the products involved in the reference report template. Taking the product report in the financial field as an example, the business components corresponding to the reference report template in this field may include meeting information evaluation, performance trends, drawdowns, indicator tables, calendar income tables, correlation analysis, etc., that is, a series of components that can be used to visualize the relevant data in the corresponding business field.

[0043] Furthermore, since the user only edits and configures the reference report template through the report configuration box, it is difficult to fully browse the entire configured reference report template. Therefore, in order to allow the user to directly preview the configured reference report template, the page area corresponding to the component library also includes an optional control for page preview. The terminal device responds to the user's selection operation for page preview to display a preview of each page in the configured reference report template in the corresponding page area of ​​the component library. In this way, the user can view the visual effect and overall layout of the entire product report through the page preview function while configuring local components or page layouts, thereby improving the user's experience and efficiency in configuring product reports. The configuration item display box, report export control and other settings will be introduced one by one in conjunction with subsequent embodiments.

[0044] In one possible embodiment, the optional components in the component library include basic components; before displaying the report configuration page in response to a first selection operation of the user on the optional control corresponding to the reference report template in the report template list, the method further includes: in response to a third selection operation of the user on the optional control corresponding to the basic component template in the component template list, jumping to display the component configuration page; sending a first template identification code of the basic component template to the server to obtain basic component data corresponding to the basic component template, and displaying the basic component template in the component configuration box according to the basic component data; in response to a fourth selection operation of the user on the basic component template in the component configuration box, displaying the code configuration item and the running control in the configuration item display box according to the basic component data through the first renderer; in response to a code editing operation of the user on the code configuration item and a fifth selection operation of the user on the running control, running the edited code configuration item through the graphics renderer to realize displaying the user-configured derivative component in the component configuration box; in response to a sixth selection operation of the user on the save control, generating derivative component data corresponding to the derivative component according to the code configuration item after the user edits, and updating the first template identification code to the second template identification code; and sending the derivative component data and the second template identification code to the server to save the derivative component as an optional component in the component library.

[0045] Among them, the basic component template is any basic component, the component configuration page includes a component configuration box, a configuration item display box and a save control, and the code editing operation is that the user edits the code configuration item through the first renderer.

[0046] Among them, the component template list and the report template list are both controls on the terminal main page displayed before the terminal device presents the report configuration page to the user. The report template list is used to respond to the user's selection operation to request the corresponding reference report data from the server to display the corresponding reference report template, while the component template list is used to respond to the user's selection operation to request the corresponding basic component data from the server to display the corresponding basic component template.

[0047] Specifically, in order to ensure that the terminal device and the server accurately identify and obtain the relevant data of the component template, the basic component template and the derived component designed by the user are bound to the corresponding template identification code, and the server's background storage database stores and retrieves data based on the template identification code and the corresponding component data. When the terminal device responds to the user's selection operation for the optional control corresponding to the basic component template, the terminal device jumps to display the component configuration page to provide the user with a front-end page for configuring the derived component. In this component page, by responding to the user's selection operation (i.e., mouse click operation) for the basic component template in the component configuration box, the editing page is displayed in the configuration item display box through data interaction with the server, and the editing page includes editable code configuration items and running controls.

[0048] For example, please refer to Figure 3 , Figure 3 Schematic diagram of a component configuration page provided in an embodiment of the present application. Figure 3As shown, the component configuration page will display the corresponding platform name "XXX platform" that provides the front-end page, and display "component configuration page" to indicate that the current page is used to configure the derivative component, and set an optional control of "component information". Users can view the associated information of the currently configured component by selecting this control, and set an optional control of "target range". The "target range" is used to provide users with the data source of the data image displayed by the currently selected optional component. In addition, the component configuration page includes the front-end page task bar (used to display the current time of the terminal device, the current status (such as network connection status and sound switch status), and some functional components (such as menus and search components)), component library, configuration item display box, component configuration box, and global configuration items and save controls. Among them, the component library contains basic components that users can drag to the component configuration box (the basic components shown in the figure include line graphs), and the component configuration box is used to display the optional components that the current user needs to configure. The title of the current optional component is "Contribution Ratio", and the corresponding configuration item edited and displayed by the user is "Period-Earliest Establishment Time 2020-10-10 to 2024-10-12" and the corresponding operation control of the configuration item. The graph in the current optional control is a line graph used to indicate the relationship between the ratio of the contribution ratio and time. When the user selects the operation control, the line graph below will obtain data according to the period selected by the configuration item for update and display. In addition, the "Edit" page can specifically set the "Data" and "Style" controls to allow users to choose to edit code configuration items or adjust component styles. When the user selects the "Style" control, the configuration item display box can specifically display three types of preset sliding switch controls, and the three types of preset sliding switch controls correspond to the switch functions of "Cardization", "Title", and "Export". "Cardization" refers to organizing and presenting the information or functions on the page in the form of cards. Each card is an independent block that can contain various elements (such as pictures, titles, descriptions, action buttons, etc.). These elements together constitute a complete information or functional unit. The switch of the sliding switch control corresponding to "Title" is used to control whether to display the corresponding title in the component. The switch of the sliding switch control corresponding to "Export" is used to control whether to load and display the component in the component configuration box. In addition, Figure 3What is shown is the "Edit" page displayed after the user selects the "Data" control (specifically, after the user selects the "Edit Source Code" control, the configuration item display box is directly updated to display the "Edit Page" corresponding to the "Data" control). When the user selects the "Edit" control, the code configuration item includes two parts, one part is the Application Programming Interface (API), the API interface is used to indicate the database of the various data in the currently configured derivative component, and the terminal device interacts with the server through the API interface to obtain the various data required to be presented by the component, and the other part is the component code configuration item. The display box corresponding to the component code configuration item will display the associated code corresponding to the optional component. The user can use the code editor to perform code editing operations in the display box to obtain the desired derivative component. The code editing operation is performed by the user through the preset code editor, and then the terminal device renders and displays the corresponding derivative component in the component configuration box by selecting the running control corresponding to the component code configuration item. After the user obtains the desired derivative control, the user can select the save control above to store the derivative component data corresponding to the derivative component and its corresponding template identification code in the database corresponding to the component library on the server side, so that the derivative component can be used to configure the product report in the report configuration page later. In addition, there are two function controls in the upper right corner of the derivative component, which correspond to the "copy and paste" function and the "component deletion" function respectively, and the user can also drag the lower right corner of the derivative component to enlarge or reduce the component, or drag the derivative component except the lower right corner area to realize the mobile layout of the component.

[0049] Furthermore, if Figure 3 As shown, the first renderer (container-renderer), also known as the middle area renderer, is used to render and display the components in the component configuration box in the middle area, which may include a configuration item renderer (settings-renderer) (the configuration item renderer in this example is located in the configuration item display box, specifically Figure 3 Configuration item renderer in the vertical version, that is, the configuration items in the component are rendered according to the code configuration items written by the user), the renderer for graphics in the middle area (echarts-renderder) (that is Figure 3). Among them, the configuration item renderer-vertical version is used to render and display the configuration items of the related data in the derived component according to the code edited in the code configuration item, the graphic renderer is used to render and display the graphics in the derived component according to the code edited in the code configuration item, and the configuration item renderer-horizontal version is used to render and display the configuration items of the derived component according to the configuration item information manually configured by the user, and to synchronously update the component graphics below the display through the graphic renderer. When the user has modified the code in the code configuration item, click the corresponding run control to control the first renderer to execute the edited code, thereby controlling the display of the components in the middle area and realizing real-time refresh of the middle area. After clicking Save, the terminal device saves the code in the code configuration item on the right to the server database through interaction with the server. Each component has a unique template identification code. Furthermore, after the server has stored the derived component and the corresponding second template identification code, an optional control for the derived component will be added to the component library in the report configuration page. The user can select the optional control to configure the derived component in the reference report template, that is, the report configuration page obtains the corresponding code configuration item of the saved number from the server's database according to the second template identification code, and then renders the saved code into the derived component in the report configuration page through the first renderer. In addition, the component configuration box in the front-end page and the code display box corresponding to the code configuration item are configured with corresponding sliding components for users to slide the content displayed in the corresponding box.

[0050] For further information, see Figure 4 , Figure 4 is a flow chart of a derivative component rendering process provided by an embodiment of the present application, such as Figure 4As shown, the basic components in the component library include commonly used components such as headers / footers, image editors, various tables, and various graphics (where the steps of this example can also be applied to configuring new derivative components through saved derivative components). Through the middle area renderer (i.e., the first renderer and the second renderer), the graphic renderer, and the configuration item renderer preset on the front-end page of the terminal device, these basic components can be displayed in the component configuration box of the component configuration page. The user uses the code editor preset on the component configuration page to configure the code configuration items for the basic components to be configured, which may include API configuration (i.e., adjusting the API interface for obtaining the relevant data corresponding to the derivative component), configuration item configuration (adjusting the configuration items displayed in the derivative component), and graphic configuration (adjusting the graphics displayed in the derivative component), and then updating and displaying the new derivative component in the component configuration box again through the first renderer or the second renderer (i.e., displaying the derivative component on the component configuration page). It should be noted that the types of derivative components are diverse, and may include line charts, scatter charts, pie charts, radar charts, bar charts, heat maps, etc., wherein derivative components can also be used as basic components, that is, derivative components can be used as basic components for users to configure new derivative components. The specific information is determined based on the code editing operation performed by the user on the code configuration item.

[0051] It can be seen that in this example, the terminal device interacts with the server through data to provide users with a way to generate derivative components through the code editor on the front-end page, which simplifies the development process of the component library, realizes the low-code method of generating derivative components, reduces the workload of developing components, and reduces long-term maintenance costs. At the same time, it improves the flexibility and efficiency of report configuration.

[0052] In one possible embodiment, after displaying the basic component template in the component configuration box according to the basic component data, the method also includes: in response to the user's fourth selection operation on the basic component template in the component configuration box, displaying a selection control and an export control in a preset template area of ​​the basic component template according to the basic component data through a second renderer; in response to the user's configuration item selection operation on the selection control and the user's seventh selection operation on the export control, determining that the available configuration item indicated by the configuration item selection operation is the target configuration item, and updating and displaying the derived component in the component configuration box through a graphics renderer according to the target configuration item; in response to the user's sixth selection operation on the save control, generating derived component data corresponding to the derived component according to the target configuration item, and updating the first template identification code to the second template identification code; sending the derived component data and the second template identification code to the server to save the derived component as an optional component in the component library.

[0053] Among them, the selection control is used to instruct the user to select an available configuration item corresponding to the basic component data.

[0054] Exemplarily, the second renderer (container-renderer), also known as the middle area renderer, is used to render and display the components in the component configuration box in the middle area, which may include a configuration item renderer (settings-renderer) (the configuration item renderer in this example is located in the preset template area of ​​the derived component currently configured by the user, and the preset template area is usually set above the graphic display area in the derived component, that is, Figure 3 Configuration item renderer in horizontal version), a renderer for graphics in the middle area (echarts-renderder) (i.e., a graphics renderer), the configuration item renderer is used to render the data information of the related data connected to the API interface pre-set by the derivative component to display the selection control of the configuration items in the derivative component (the user can interact with the selection control to control the configuration items of the related data displayed in the graph, and the content of the configuration items available for user selection includes the earliest establishment date of the data, the time span of the data, the range of the data volume, etc., which are determined according to the specific situation of the data associated with the derivative component), and the renderer for graphics in the middle area is used to render and display the graphics in the derivative component according to the edited code in the code configuration item. In response to the user's configuration item selection operation on the selection control and the seventh selection operation of the user on the export control, the available configuration item indicated by the configuration item selection operation is determined to be the target configuration item, thereby controlling the target configuration item corresponding to the associated data currently required to be displayed by the derivative component, and then calling the data based on the target configuration item to update the display of the component in the middle area, so as to realize the real-time refresh of the middle area. The subsequent saving steps and the steps of using the derivative component in the component library on the report configuration page are the same as the steps mentioned in the above embodiment.

[0055] It can be seen that in this example, the present application provides two specific implementation methods for generating derivative components from a basic component template, including a method for generating derivative components through a low-code method and a method for generating derivative components by manually configuring corresponding configuration items. It is suitable for different user groups to flexibly configure the required derivative components, improve the flexibility and practicality of terminal device configuration product reports, thereby improving the convenience of user configuration product reports, improving user experience, and improving development efficiency and maintainability of the report generation system through data processing and report generation methods with front-end and back-end separation between terminal devices and servers.

[0056] Step S202, obtaining reference report data corresponding to the reference report template, and displaying the reference report template in a report configuration box according to the reference report data.

[0057] The reference report data is obtained by the terminal device from the server. After the reference report template is displayed in the report configuration box, before the user's selection operation for the optional controls in the component library and the reference report template is detected, the terminal device can display the report information of the reference report template in the configuration item display box according to the reference report data. The report information may specifically include the following information: report template name, report type, page layout (including horizontal and vertical), report introduction, creator, creation time, update time, etc., which are not limited here.

[0058] In one possible embodiment, reference report data corresponding to a reference report template is obtained, and the reference report template is displayed in a report configuration box according to the reference report data, including: sending a report data request message to a server; determining report layout information of the reference report template according to the reference report data; merging component page numbers and component position information of each optional component into a component array, and rendering the component array to display an unpaged reference report template; when the unpaged reference report template is displayed, performing a report paging operation on the pages of the unpaged reference report template through a preset virtual paging component to display the paginated reference report template.

[0059] Among them, the report data request message is used to instruct the server to query the preset database to obtain the reference report data corresponding to the reference report template. The report layout information includes the component page number and component position information corresponding to the optional components of each reference report template. The component position information is used to indicate the horizontal position value and the vertical position value of the optional component in the corresponding component page number. The vertical position value corresponding to each optional component in the component array is updated to the sum of the initial vertical position value and the distance value of the corresponding component page number from the first page number. The virtual paging component is a static component set in the preset bottom area of ​​each template page according to the preset page height.

[0060] Among them, see Figure 5 , Figure 5 is a flowchart of a report layout implementation process provided by an embodiment of the present application, such as Figure 5As shown, the terminal device sends a report data request message to the server to obtain the reference report data stored in the backend data, and the reference report data is stored in the database of the server backend. After obtaining the reference report data, the server determines the report layout information corresponding to the reference report template, and then configures the layout of the report according to the report layout information. The report layout information specifically includes: component page number: first page, page layout information: {component 1A, component 1B, ...}; component page number: second page, page layout information: {component 2A, component 2B, ...}; component page number: third page, page layout information: {component 3A, component 3B, ...}. The report layout information allows the terminal device to directly render and display the reference report template on the front-end page, but at this time only single-page free layout can be supported. Therefore, it is specifically necessary to complete the display of the reference report template by executing the following three-level conversion steps: The first step is to perform data conversion on the component page number and component position information of each optional component in the report layout information stored in the back-end data (the specific form can be the page layout information of each page in the reference report template shown in the figure, which includes the layout information of the optional components included in each page, that is, the component position information) to convert it into a component array. The content of the component data specifically includes: Component array: {component 1A, component 1B, ... first page paging virtual component, component 2A, component 2B, ... second page paging virtual component, component 3A, component 3B, ... third page paging virtual component Components}; The second step is to perform a report rendering operation on the merged component data to perform display conversion, and the final report is rendered as a layout (i.e., a page layout), which is now an unpaged reference report template, including each optional control in the report layout information and a preset virtual paging component; The third step is to perform a report paging operation on the page of the unpaged reference report template through the preset virtual paging component to display the reference report template after paging, that is, to display the final reference report template after paging, and the report rendering is displayed as multiple layouts (i.e., multiple page layouts, including the first page layout, the second page layout, and the third page layout). In this way, the terminal device can realize the multi-page free layout of the front end. The specific implementation principle is to merge the page layout information of each page in the reference report template into an array, and the x and y values ​​(i.e., component position information) of the optional components in the page layout information record the corresponding position in the report, the horizontal x value remains unchanged, and the vertical y value is accumulated when merging the corresponding page from the first page to render the report. When the report is configured, the merged component array is split into multiple page layout information to realize the multi-page free layout. It should be noted that in order to ensure the display response speed of the front-end page, the above data processing process can be performed by the server, and after the server completes the corresponding data processing operation, it is rendered to the front-end page for the user to view.

[0061] Furthermore, the principle of the terminal device performing report paging processing through the virtual paging component is to develop a "virtual paging component" to cut a long page into multiple pages of a fixed length according to the page layout information, fix the component at the bottom of each page, set it as a static component, and the component cannot be dragged. The height of the bottom of each page is dynamically calculated through preset code, so that the virtual paging component can realize the role of a page cutter like a traditional word document.

[0062] It can be seen that in this example, the terminal device obtains reference report data from the server and dynamically determines the report layout information based on this data, so that the display of the report template is no longer restricted to a fixed format or layout. Users can adjust the content and layout of the report according to actual needs, and are no longer restricted to the traditional fixed page layout method, which improves the flexibility and configurability of the report. The introduction of the virtual paging component allows users to page the report like using a Word document, improving the user's operational convenience and experience. At the same time, since the vertical position value of each optional component in the component array will be updated according to the distance value of its corresponding component page number from the first page number, it can be ensured that after paging, the position and layout of each component remain correct.

[0063] Step S203 , in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, the configured reference report template is displayed in real time in the report configuration box.

[0064] Among them, the layout configuration operation includes at least one of the following operations: dragging operation on optional components in the component library (adding optional components in the component library, component sorting), dragging operation on existing components in the reference report template (sorting between components), deleting operation on existing components in the reference report template, and component resizing operation on existing components in the reference report template.

[0065] In one possible embodiment, in response to a user's layout configuration operation on optional components in a component library and / or a reference report template, a configured reference report template is displayed in real time in a report configuration box, including: when the layout configuration operation is a first drag operation by a user on an optional component in the reference report template, updating the longitudinal position value of the corresponding optional component according to the drag position indicated by the first drag operation, and updating the component array according to the updated longitudinal position value; rendering the updated component array to display the reference report template after the component is dragged, and performing a report paging operation on the page of the reference report template after the component is dragged through a virtual paging component to update the displayed configured reference report template; when the layout configuration operation is a second drag operation by a user on an optional component of the component library, adding an invisible placeholder component to the reference report template displayed in the report configuration box, and updating the placeholder component in real time according to the second drag operation until the second drag operation is completed, replacing the placeholder component with the currently dragged optional component to update the displayed configured reference report template.

[0066] Among them, in this embodiment, the report generation system allows the user to configure the component layout in the reference report template in real time through drag operations, including dragging components inside the template to adjust the position, and dragging new components from the component library to the template. The system will update the component array in real time according to the drag operation and re-render the template, and use the virtual paging component to dynamically adjust the page to ensure that the content is displayed correctly. Specifically, when the layout configuration operation is the user's first drag operation on the optional components in the reference report template, it is determined that the first drag operation is an inter-component sorting operation between the optional components in the reference report template. Therefore, only by updating the vertical position value and re-rendering according to the drag position indicated in real time by the first drag operation, the user operation can be quickly responded to to display the configured reference report template. In addition, when the second drag operation is completed, in addition to replacing the optional component displayed as the current drag, the placeholder component can also be deleted and the optional component of the current drag is added to the corresponding position to complete the addition of the optional component.

[0067] Among them, based on the specific implementation method disclosed in this embodiment, the product report configuration provided by the terminal device in this application can not only realize the sorting between components, but also support the sorting of components across pages and the addition of optional components to the component library, thereby enhancing the flexibility of the report configuration and the user interaction experience.

[0068] For example, see Figure 6 , Figure 6 is a schematic diagram of a scenario of a product report configuration provided by an embodiment of the present application, such as Figure 6As shown, the page will display "Report Configuration Page" to indicate that the current page is used to configure product reports. The difference between the report configuration page and the component configuration page mainly lies in the different contents displayed in the global configuration items, configuration item display box and component library. The global configuration items in the component configuration page only include component information and target range, while the global configuration items in the report configuration page include report information, target range, start and end dates and global styles. In the report configuration box, the user can move the mouse pointer to the preset draggable area on the corresponding optional component (the area displays "Drag to adjust the component position". When the mouse pointer is in the draggable area and responds to the long press command of the mouse, the corresponding optional component will be adsorbed to the mouse pointer to start the first drag operation until the user ends the long press command. The terminal device calculates the position of the optional component after being dragged in real time according to the first drag operation and updates the corresponding component position information in the component array in real time) to implement the first drag operation for the optional component, thereby implementing the sorting operation between components or the layout operation for the optional component. In the process of the terminal device responding to the first drag operation, the icon of the mouse pointer will change, and the specific style is as follows Figure 6 The mouse pointer is in the first state as shown. Also, when the user makes the first drag operation, since the first drag operation includes an optional selection operation, the configuration item display box in the front-end page includes two adjustable panels, "Data" and "Style". Among them, the specific display controls of the "Style" panel are the same as the "Style" panel in the component configuration page introduced above. The "Data" panel is quite different from the "Data" panel in the component configuration page introduced above. The "Data" panel in the report configuration page will display the configuration item information of the optional components, based on Figure 6For the optional controls shown, the configuration item information may include the component name "Contribution Ratio" of the optional component, the "Data Configuration" for executable configuration item configuration operations and its corresponding configurable box, including "Period: Earliest Establishment Time, Start: 2020-10-10, End: 2024-10-12, Net Value: XXXX, Frequency: Daily Frequency". In addition, the configuration item information may also include "Data Object" and its corresponding configurable box for executable configuration item configuration operations, including the source of the relevant data corresponding to the optional component (i.e., the target range), i.e., "1, XXXXX" and "2, XXXXX". In addition, in terms of the component library, the report configuration page is richer than the component configuration page. These include basic components, page components, business components, and the above-mentioned derivative components that can be configured by users. The component types of optional components in the basic components include rich text, pictures, and dividing lines. The component types of optional components in the page components include headers and footers. Taking financial products as an example, the component types of optional components in the business components can include meeting information evaluation, performance trends, drawdowns, indicator tables, calendar income tables, and correlation analysis. The optional components in the derivative components are user-configured derivative components 1. In addition, the report configuration page also adds a page preview function, and the specific functions of the page preview function are also described in the above embodiment. In addition, if the reference report template cannot be fully displayed in the component configuration box, a sliding component will be displayed on the right side of the component configuration box to allow the user to slide the display position of the reference report template displayed in the component configuration box to view the complete reference report template. In addition, the front-end page is also provided with an optional control corresponding to "report export". If the user's selection operation for the optional control corresponding to "report export" is detected, the target product report will be generated and displayed according to the configured reference report template in the report configuration box.

[0069] Furthermore, if Figure 6 As shown, when the layout configuration operation is a user-selectable component of the component library ( Figure 6 When the user performs a second drag operation on the calendar income table in the report configuration box, the icon of the mouse pointer changes, and the mouse pointer is in the second state. In addition, in response to the user's second drag operation, the terminal device adds an invisible placeholder component ( Figure 6 The position of the placeholder component is indicated by a black frame in the figure), and the placeholder component is updated in real time according to the second drag operation, until the second drag operation is completed, the placeholder component is replaced with a calendar income table to update the reference report template after display configuration. If the current page also cannot accommodate the calendar income table, the terminal device will place the component in the reference report template of the next page according to the virtual paging component.

[0070] It can be seen that in this example, through the collaborative work of the server (backend) and the terminal device (frontend), the rapid acquisition of report data and the dynamic rendering of report templates are achieved, so that the frontend can quickly respond to the user's sorting operation on the page components and update the display. At the same time, because the reference report template adopts a componentized design method, the solution has good scalability, and users can easily add new types of optional components. The reference report data is stored in the database of the server backend, and the report template is dynamically generated based on this data when displayed on the frontend, which can ensure the consistency and security of the data.

[0071] In a possible embodiment, the report configuration page also includes a preset global configuration control, and the global configuration items controlled by the global configuration control are the associated configuration items common to all report components in the reference report template; in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, the configured reference report template is displayed in real time in the report configuration box, including: when the layout configuration operation is a configuration item update operation of the user on the global configuration control, determining that the associated configuration items changed by the configuration item update operation are configuration items to be applied; obtaining the current browsing page number of the reference report template currently located by the user and the component page number of each report component; according to the component page number, giving priority to updating and displaying the report components in the reference report template that are on the current browsing page number, and updating and displaying the remaining report components in order from small to large according to the component page numbers.

[0072] Among them, the global configuration control is divided into report information, target range, start and end dates, and global style according to the type. The report information has introduced the possible contents in the above embodiment, and the target range refers to the specific type and quantity of the product target corresponding to the relevant data displayed in the product report. The start and end dates are used to indicate the start and end time of the collection date corresponding to the relevant data displayed in the product report. Among them, the global style refers to a set of unified format, layout and design specifications set when writing product reports in order to maintain the consistency, readability and professionalism of the overall style. These global styles can cover multiple aspects to ensure the overall quality and visual effect of the report. The scope of global style settings can include: 1. Fonts and layout, 2. Colors and backgrounds, 3. Titles and directories, 4. Headers and footers, and so on.

[0073] Among them, the report configuration page contains preset global configuration controls, which are used to control the associated configuration items shared by all report components in the reference report template. The terminal device will update and display the report components on the current browsing page first according to the component page number, so that the user can directly observe the update of the report components on the current browsing page number, improve the user experience, and improve the intelligence of the report generation system in performing the report configuration service. Correspondingly, in order to prevent users from making mistakes or requiring adjustments when performing configuration operations. Therefore, adding undo / redo functions can help users quickly correct errors or adjust configurations. And when a report template contains a large number of report components, updating and displaying all components may consume more time and resources. Therefore, it is possible to consider optimizing performance by adopting asynchronous updates, batch updates, etc. to reduce update delays and resource consumption. The asynchronous update step includes the following steps: 1. Triggering the update operation: The user or the system triggers the update operation, such as modifying global configuration items, adding new components, etc. 2. Putting the update task into a queue: The system puts the update task into an asynchronous task queue instead of performing the update operation immediately. 3. Processing asynchronous tasks: There is an asynchronous task processing mechanism in the background of the system, which will take tasks out of the queue and execute them one by one. The asynchronous task processing mechanism can be a thread pool, event loop or other asynchronous programming model. 4. Update component status: For each update task, the system will update the corresponding report component status according to the task content. The update operation may be to modify the properties of the component, re-render the component, or perform other related operations. 5. Real-time feedback of update results: The system will feedback the update results to the user in real time, such as displaying the updated report template through the UI interface. The batch update step can include the following steps: 1. Determine the update scope: The system first determines the scope of the report component that needs to be updated, which may be the entire report template or part of the components. 2. Divide the update scope into batches: According to factors such as the number of components and the complexity of the update, the update scope is divided into multiple batches. Each batch contains a certain number of components to ensure that each update does not consume too many resources. 3. Execute batch updates in sequence: The system executes the update operation of each batch in sequence. The execution order of the batch can be determined based on factors such as priority and component page number. 4. Monitor update progress and resource consumption: During the update process, the system monitors the update progress and resource consumption. If you find that resource consumption is too high or the update progress is too slow, you can dynamically adjust the batch size or execution order. 5. Complete all batch updates: When all batches are updated, the system completes the entire update process. At this point, the user can view the updated report template and confirm whether the update results meet expectations.

[0074] As can be seen, in this example, the global configuration control allows users to update the common configuration items of multiple report components at one time, thereby improving configuration efficiency. The report configuration box can display the user's configuration operation results in real time, allowing users to immediately see the effect of the changes. By first updating the report component that displays the current browsing page number, and then updating other components in sequence, the system can ensure that the user always sees the latest configuration results on the current page, thereby optimizing the user experience.

[0075] Step S204, in response to the layout configuration operation, obtaining in real time the configuration item information of the component to be configured corresponding to the layout configuration operation, and displaying the configuration item information in the configuration item display box.

[0076] The configuration item information is obtained by the terminal device through a request to the server.

[0077] Step S205: If an information modification operation of the user on the configuration item information is detected, the components to be configured are updated and displayed in real time in the report configuration box in response to the information modification operation.

[0078] Among them, this step is that the terminal device interacts with the server to enable the user to make real-time information changes directly on the front-end page for the configuration item information of the corresponding component to be configured, thereby updating and displaying the corresponding component to be configured, improving the convenience of component configuration changes and the efficiency of reporting configuration.

[0079] Step S206, in response to the user's second selection operation on the report export control, saving the reference report template in the report configuration box as a target product report, and generating and displaying the target product report according to a preset file type.

[0080] In one possible embodiment, in response to the user's second selection operation on the report export control, the reference report template in the report configuration box is saved as a target product report, and the target product report is generated and displayed according to a preset file type, including: in response to the second selection operation, the browser tabs of the preset browser are opened in sequence according to the number of report pages of the target product report; and, in each opened browser tab, single-page files of the corresponding preset file type are generated in sequence; after all the single-page files are generated, the single-page files are merged into the target file of the target product report, and a pop-up window is displayed in the preset area of ​​the report configuration box, and a loading progress bar is displayed in the pop-up window; after the loading progress bar is loaded, the browser tab is closed, the target file is jumped to display, and a storage request message is sent to the server to store the target file.

[0081] The loading progress bar is used to indicate the merging progress of the single-page file into the target file.

[0082] The preset file types may include Portable Document Format (PDF) and Word documents, as well as some common file types that may appear later.

[0083] For example, taking the preset file type as PDF, see Figure 7 , Figure 7 This is a flow chart of a product report export provided in an embodiment of the present application. Figure 7 As shown, the implementation steps of this step include: in response to the second selection operation, start to execute "export PDF", firstly interact with the server to realize "open the corresponding browser tabs in sequence according to the number of report pages", and the browser tab opening operation is specifically performed on the Node server, Node server refers to the code running environment executed on the server side, which is single-threaded event-driven and is used to receive requests sent by terminal devices, and then process business logic to return response results. It has the advantages of high performance and scalability; and, after the browser tab is opened, "generate a single-page PDF file" and "pop-up window to display the loading progress bar" are executed in sequence; then, the terminal device executes "after the single-page PDF file is generated, merge the single-page PDF files into the target file, output the complete PDF file, and upload it to the file storage server", that is, after obtaining the target file (that is, the complete PDF file), send the complete PDF file to the server for storage (that is, send a storage request message to the server); and, during the PDF file merging process, the terminal device will also execute "page polling generation status to update the loading progress bar in real time", which means that the terminal device regularly sends requests to the server to query and obtain the latest status or data of the page, so that the user can know the export progress in a visual way; finally, the terminal device will also execute two steps to display the complete target file, namely "after the loading progress bar is loaded, close the browser page" and "obtain the file path to jump to display the target file". In order to optimize the logic of report generation and improve the performance and efficiency of the generation process, when generating a single-page PDF file, the server can introduce pre-written code associated with a pure memory database as a caching solution. In the process of generating a single-page PDF file, the pre-written code will also record the progress in real time until the terminal device sends a storage request message to the server. The terminal device will receive a storage response message sent by the server to update the pre-written code status to add the file storage path.

[0084] As can be seen, in this example, the terminal device exports the report through user operations, generates and merges single-page files page by page into the target product report, and displays a loading progress bar to improve the user experience. This solution flexibly supports multiple file types, efficiently processes large reports, ensures data security, and sends storage requests to the server to achieve persistent storage of reports.

[0085] visible, Figure 2 This is a flowchart of a method for generating a financial product report based on interactive configuration provided by an embodiment of the present application. Through data interaction between a terminal device and a server, the terminal device can respond to the user's interactive operation on the front-end page to realize the user's dynamic configuration of the report template, thereby generating a report that meets the personalized needs of different users and improving the flexibility of report generation. In addition, the visual front-end interface on the terminal device provides an intuitive component library and a configuration item display box for users to add components and modify configuration items, simplifying the component development process and workload, and improving the convenience and experience of users configuring product reports.

[0086] The following is an embodiment of the device of the present application. The embodiment of the device of the present application and the embodiment of the method of the present application are of the same concept and are used to execute the method described in the embodiment of the present application. For the convenience of explanation, the embodiment of the device of the present application only shows the part related to the embodiment of the device of the present application. For the specific technical details not disclosed, please refer to the description of the embodiment of the method of the present application, which will not be repeated here one by one.

[0087] The embodiment of the present application provides a financial product report generation device based on interactive configuration, and the financial product report generation device based on interactive configuration is applied to Figure 1 The terminal device 110 in the report generation system 100 shown in the figure, the report generation system 100 also includes a server 120, and the server 120 is in communication connection with the terminal device 110. Specifically, the financial product report generation device based on interactive configuration is used to execute the steps executed by the terminal device in the above financial product report generation method based on interactive configuration. The financial product report generation device based on interactive configuration provided in the embodiment of the present application may include modules corresponding to the corresponding steps.

[0088] The embodiment of the present application can divide the functional modules of the financial product report generation device based on interactive configuration according to the above method example. For example, each functional module can be divided according to each function, or two or more functions can be integrated into one processing module. The above integrated module can be implemented in the form of hardware or in the form of software functional modules. The division of modules in the embodiment of the present application is schematic and is only a logical functional division. There may be other division methods in actual implementation.

[0089] In the case of dividing each functional module into corresponding functional modules, Figure 8 is a functional unit block diagram of a financial product report generation device based on interactive configuration provided by an embodiment of the present application; a financial product report generation device based on interactive configuration 80 is applied to Figure 1The terminal device 110 in the report generation system 100 shown in the figure, the report generation system 100 also includes a server 120; the financial product report generation device 80 based on interactive configuration includes: a page display unit 801, which is used to display a report configuration page in response to a user's first selection operation on an optional control corresponding to a reference report template in a report template list, and the report configuration page includes a report configuration box, a component library, a configuration item display box and a report export control; a template display unit 802, which is used to obtain reference report data corresponding to the reference report template, and display the reference report template in the report configuration box according to the reference report data, and the reference report data is obtained by the terminal device requesting the server; a layout configuration unit 803, which is used to display the configured reference report template in the report configuration box in real time in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template; a configuration item display unit 804, which is used to obtain the configuration item information of the component to be configured corresponding to the layout configuration operation in real time when responding to the layout configuration operation, and display the configuration item information in the configuration item display box, and the configuration item information is obtained by the terminal device requesting the server; The component update unit 805 is used to update and display the components to be configured in real time in the report configuration box in response to the information change operation if an information change operation of the user on the configuration item information is detected; the report export unit 806 is used to save the reference report template in the report configuration box as a target product report in response to the user's second selection operation on the report export control, and generate and display the target product report according to the preset file type.

[0090] In a possible embodiment, in terms of obtaining reference report data corresponding to a reference report template, and displaying the reference report template in a report configuration box according to the reference report data, the template display unit 802 is specifically used to: send a report data request message to a server, the report data request message is used to instruct the server to query a preset database to obtain the reference report data corresponding to the reference report template; determine report layout information of the reference report template according to the reference report data, the report layout information includes component page numbers and component position information corresponding to optional components of each reference report template, the component position information is used to indicate the horizontal position value and the vertical position value of the optional component in the corresponding component page number; merge the component page number and component position information of each optional component into a component array, and render the component array to display the unpaged reference report template, the vertical position value corresponding to each optional component in the component array is updated to the sum of the initial vertical position value and the distance value of the corresponding component page number from the first page number; when the unpaged reference report template is displayed, perform a report paging operation on the pages of the unpaged reference report template through a preset virtual paging component to display the paginated reference report template, the virtual paging component is a static component set in a preset bottom area of ​​each template page according to a preset page height.

[0091] In one possible embodiment, in response to a user's layout configuration operation on an optional component in a component library and / or a reference report template, in terms of displaying the configured reference report template in real time in the report configuration box, the layout configuration unit 803 is specifically used for: when the layout configuration operation is a first drag operation by a user on an optional component in the reference report template, updating the longitudinal position value of the corresponding optional component according to the drag position indicated by the first drag operation, and updating the component array according to the updated longitudinal position value; rendering the updated component array to display the reference report template after the component is dragged, and performing a report paging operation on the page of the reference report template after the component is dragged through a virtual paging component to update the displayed configured reference report template; when the layout configuration operation is a second drag operation by a user on an optional component in the component library, adding an invisible placeholder component to the reference report template displayed in the report configuration box, and updating the placeholder component in real time according to the second drag operation until the second drag operation is completed, and then replacing the placeholder component with the optional component currently dragged to update the displayed configured reference report template.

[0092] In a possible embodiment, the report configuration page also includes a preset global configuration control, and the global configuration items controlled by the global configuration control are the associated configuration items common to all report components in the reference report template; in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, the configured reference report template is displayed in real time in the report configuration box, and the layout configuration unit 803 is specifically used for: when the layout configuration operation is a configuration item update operation of the user on the global configuration control, determining that the associated configuration items changed by the configuration item update operation are configuration items to be applied; obtaining the current browsing page number of the reference report template currently located by the user and the component page number of each report component; according to the component page number, giving priority to updating and displaying the report components in the reference report template that are on the current browsing page number, and updating and displaying the remaining report components in order from small to large according to the component page number.

[0093] In one possible embodiment, in response to the user's second selection operation on the report export control, saving the reference report template in the report configuration box as a target product report, and generating and displaying the target product report according to a preset file type, the report export unit 806 is specifically used to: in response to the second selection operation, open the browser tabs of the preset browser in sequence according to the number of report pages of the target product report; and, in each opened browser tab, generate single-page files of the corresponding preset file type in sequence; after all the single-page files are generated, merge the single-page files into the target file of the target product report, and display a pop-up window in the preset area of ​​the report configuration box, and display a loading progress bar in the pop-up window, the loading progress bar being used to indicate the merging progress of the single-page files into the target file; after the loading progress bar is loaded, close the browser tab, jump to display the target file, and send a storage request message to the server to store the target file.

[0094] In one possible embodiment, the optional components in the component library include basic components; before displaying the report configuration page in response to the user's first selection operation on the optional control corresponding to the reference report template in the report template list, the page display unit 801 is specifically used to: in response to the user's third selection operation on the optional control corresponding to the basic component template in the component template list, jump to display the component configuration page, the basic component template is any basic component, and the component configuration page includes a component configuration box, a configuration item display box and a save control; send a first template identification code of the basic component template to the server to obtain basic component data corresponding to the basic component template, and display the basic component template in the component configuration box according to the basic component data; in response to the user's selection operation on the basic component in the component configuration box The fourth selection operation of the template, based on the basic component data, displays the code configuration item and the running control in the configuration item display box through the first renderer; in response to the user's code editing operation on the code configuration item and the user's fifth selection operation on the running control, the edited code configuration item is run through the graphic renderer to realize the display of the user-configured derivative component in the component configuration box, and the code editing operation is that the user edits the code configuration item through the first renderer; in response to the user's sixth selection operation on the save control, the derivative component data corresponding to the derivative component is generated according to the code configuration item after the user edits, and the first template identification code is updated to the second template identification code; and the derivative component data and the second template identification code are sent to the server to save the derivative component as an optional component in the component library.

[0095] In one possible embodiment, after displaying the basic component template in the component configuration box according to the basic component data, the page display unit 801 is specifically further used for: in response to the fourth selection operation of the user on the basic component template in the component configuration box, according to the basic component data, through the second renderer, the preset template area of ​​the basic component template displays a selection control and an export control, and the selection control is used to instruct the user to select an available configuration item corresponding to the basic component data; in response to the user's configuration item selection operation on the selection control and the user's seventh selection operation on the export control, determining that the available configuration item indicated by the configuration item selection operation is the target configuration item, and according to the target configuration item, updating and displaying the derived component in the component configuration box through the graphic renderer; in response to the user's sixth selection operation on the save control, generating derived component data corresponding to the derived component according to the target configuration item, and updating the first template identification code to the second template identification code; sending the derived component data and the second template identification code to the server to save the derived component as an optional component in the component library.

[0096] In the case of integrated units, such as Fig. 9 As shown, Fig. 9 This is a functional unit block diagram of another interactively configured financial product report generation device provided in an embodiment of the present application. Fig. 9 In the embodiment, the financial product report generation device 80 based on interactive configuration includes: a processing module 902 and a communication module 901. The processing module 902 is used to control and manage the actions of the financial product report generation device based on interactive configuration, for example, the steps of the page display unit 801, the template display unit 802, the layout configuration unit 803, the configuration item display unit 804, the component update unit 805 and the report export unit 806, and / or other processes for executing the technology described herein. The communication module 901 is used to support the interaction between the financial product report generation device based on interactive configuration and other devices. Fig. 9 As shown, the apparatus for generating a financial product report based on interactive configuration may include a storage module 903, and the storage module 903 is used to store program codes and data of the apparatus for generating a financial product report based on interactive configuration.

[0097] Among them, the processing module 902 can be a processor or a controller, for example, a central processing unit (CPU), a general processor, a digital signal processor (DSP), an ASIC, an FPGA or other programmable logic device, a transistor logic device, a hardware component or any combination thereof. It can implement or execute various exemplary logic blocks, modules and circuits described in conjunction with the disclosure of this application. The processor can also be a combination that implements a computing function, such as a combination of one or more microprocessors, a combination of a DSP and a microprocessor, and the like. The communication module 901 can be a transceiver, an RF circuit or a communication interface, and the like. The storage module 903 can be a memory.

[0098] All relevant contents of each scenario involved in the above method embodiment can be referred to the functional description of the corresponding functional module, which will not be repeated here. The above financial product report generation device 80 based on interactive configuration can execute the above Figure 2 The method of generating financial product reports based on interactive configuration is shown.

[0099] The above embodiments can be implemented in whole or in part by software, hardware, firmware or any other combination. When implemented by software, the above embodiments can be implemented in whole or in part in the form of a computer program product. The computer program product includes one or more computer instructions or computer programs. When a computer instruction or computer program is loaded or executed on a computer, a process or function according to an embodiment of the present application is generated in whole or in part. The computer can be a general-purpose computer, a special-purpose computer, a computer network, or other programmable device. Computer instructions can be stored in a computer-readable storage medium, or transmitted from one computer-readable storage medium to another computer-readable storage medium. For example, computer instructions can be transmitted from one website site, computer, server or data center to another website site, computer, server or data center by wired or wireless means. The computer-readable storage medium can be any available medium that can be accessed by a computer or a data storage device such as a server or data center containing one or more available media sets. The available medium can be a magnetic medium (e.g., a floppy disk, a hard disk, a tape), an optical medium (e.g., a DVD), or a semiconductor medium. The semiconductor medium can be a solid-state hard disk.

[0100] Fig.10 is a structural block diagram of a terminal device provided in an embodiment of the present application. Fig.10As shown, the terminal device 110 may include one or more of the following components: a processor 1010, a memory 1020 coupled to the processor 1010, wherein the memory 1020 may store one or more programs 1021, and the one or more programs 1021 may be configured to implement the methods described in the above embodiments when executed by one or more processors 1010. The server here is the terminal device 110 in the above embodiments, and the terminal device may implement the relevant methods involved in the terminal device 110 in the report generation system 100 described in the above embodiments.

[0101] The processor 1010 may include one or more processing cores. The processor 1010 uses various interfaces and lines to connect various parts of the entire terminal device 110, and executes various functions and processes data of the terminal device 110 by running or executing instructions, programs, code sets or instruction sets stored in the memory 1020, and calling data stored in the memory 1020. Optionally, the processor 1010 can be implemented in at least one hardware form of digital signal processing (Digital Signal Processing, DSP), field programmable gate array (Field-Programmable Gate Array, FPGA), and programmable logic array (Programmable Logic Array, PLA). The processor 1010 can integrate one or a combination of a central processing unit (Central Processing Unit, CPU), a graphics processing unit (Graphics Processing Unit, GPU), and a modem. Among them, the CPU mainly processes the operating system, user interface, and application programs; the GPU is responsible for rendering and drawing display content; and the modem is used to process wireless communications. It can be understood that the above-mentioned modem may not be integrated into the processor 1010, but may be implemented separately through a communication chip.

[0102] The memory 1020 may include a random access memory (RAM) or a read-only memory (ROM). The memory 1020 may be used to store instructions, programs, codes, code sets or instruction sets. The memory 1020 may include a program storage area and a data storage area, wherein the program storage area may store instructions for implementing an operating system, instructions for implementing at least one function (such as a touch function, a sound playback function, an image playback function, etc.), instructions for implementing the above-mentioned various method embodiments, etc. The data storage area may also store data created by the terminal device 110 during use, etc.

[0103] It is understandable that the terminal device 110 may include more or fewer structural elements than those in the above structural block diagram, which is not limited here.

[0104] An embodiment of the present application also provides a computer storage medium, on which a computer program / instruction is stored. When the computer program / instruction is executed by a processor, part or all of the steps of any method recorded in the above method embodiments are implemented.

[0105] An embodiment of the present application also provides a computer program product, which includes a non-transitory computer-readable storage medium storing a computer program, and the computer program is operable to cause a computer to execute part or all of the steps of any method recorded in the above method embodiments.

[0106] It should be understood that in the various embodiments of the present application, the size of the serial numbers of the above-mentioned processes does not mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments of the present application.

[0107] In the several embodiments provided in the present application, it should be understood that the disclosed methods, devices and systems can be implemented in other ways. For example, the device embodiments described above are only schematic; for example, the division of units is only a logical function division, and there may be other division methods in actual implementation; for example, 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.

[0108] The units described 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.

[0109] In addition, each functional unit in each embodiment of the present invention may be integrated into one processing unit, or each unit may be physically included 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 hardware plus software functional units.

[0110] The above-mentioned integrated unit implemented in the form of a software functional unit can be stored in a computer-readable storage medium. The above-mentioned software functional unit is stored in a storage medium, including a number of instructions for a computer device (which can be a personal computer, a server, or a network device, etc.) to perform some steps of the methods of various embodiments of the present invention. The aforementioned storage medium includes: a USB flash drive, a mobile hard disk, a magnetic disk, an optical disk, a volatile memory or a non-volatile memory. Among them, the non-volatile memory can be a read-only memory (ROM), a programmable read-only memory (PROM), an erasable programmable read-only memory (EPROM), an electrically erasable programmable read-only memory (EEPROM) or a flash memory. The volatile memory can be a random access memory (RAM), which is used as an external cache. By way of example but not limitation, many forms of random access memory (RAM) are available, such as static RAM (SRAM), dynamic random access memory (DRAM), synchronous DRAM (SDRAM), double data rate SDRAM (DDR SDRAM), enhanced SDRAM (ESDRAM), synchronous link DRAM (SLDRAM) and direct RAM bus random access memory (DR RAM), among other media that can store program code.

[0111] Although the present invention is disclosed as above, the present invention is not limited thereto. Any person skilled in the art can easily think of changes or substitutions without departing from the spirit and scope of the present invention, and can make various changes and modifications, including the combination of the above-mentioned different functions and implementation steps, including software and hardware implementation methods, all of which are within the scope of protection of the present invention.

Claims

1. A method for generating a financial product report based on interactive configuration, characterized in that: A terminal device applied to a report generation system, wherein the report generation system further comprises a server; and the method comprises: In response to a first selection operation of a user on an optional control corresponding to a reference report template in the report template list, displaying a report configuration page, the report configuration page including a report configuration box, a component library, a configuration item display box, and a report export control; Sending a report data request message to the server, wherein the report data request message is used to instruct the server to query a preset database to obtain reference report data corresponding to the reference report template; Determine report layout information of the reference report template according to the reference report data, the report layout information including component page numbers and component position information corresponding to each optional component of the reference report template, the component position information being used to indicate a horizontal position value and a vertical position value of the optional component in the corresponding component page number; Merging the component page number and the component position information of each optional component into a component array, and rendering the component array to display the unpaged reference report template, wherein the vertical position value corresponding to each optional component in the component array is updated to the sum of the initial vertical position value and the distance value between the corresponding component page number and the first page number; When the unpaged reference report template is displayed, a report paging operation is performed on the pages of the unpaged reference report template through a preset virtual paging component to display the paginated reference report template, wherein the virtual paging component is a static component set in a preset bottom area of ​​each template page according to a preset page height; In response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, displaying the configured reference report template in real time in the report configuration frame; and, In response to the layout configuration operation, obtaining in real time configuration item information of the component to be configured corresponding to the layout configuration operation, and displaying the configuration item information in the configuration item display box, wherein the configuration item information is obtained by the terminal device requesting the server; and If an information change operation of the user on the configuration item information is detected, in response to the information change operation, the component to be configured is updated and displayed in real time in the report configuration frame; In response to the user's second selection operation on the report export control, the reference report template in the report configuration box is saved as a target product report, and the target product report is generated and displayed according to a preset file type.

2. The method according to claim 1, characterized in that In response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, displaying the configured reference report template in real time in the report configuration frame includes: When the layout configuration operation is a first drag operation of the user on an optional component in the reference report template, updating a longitudinal position value of the corresponding optional component according to a drag position indicated by the first drag operation, and updating the component array according to the updated longitudinal position value; Rendering the updated component array to display the reference report template after the component is dragged, and performing the report paging operation on the page of the reference report template after the component is dragged through the virtual paging component to update the reference report template after display configuration; When the layout configuration operation is the second drag operation of the user on the optional component of the component library, an invisible placeholder component is added to the reference report template displayed in the report configuration box, and the placeholder component is updated in real time according to the second drag operation. When the second drag operation is completed, the placeholder component is replaced and displayed as the optional component currently dragged, so as to update the reference report template after the display configuration.

3. The method according to claim 1, characterized in that The report configuration page also includes a preset global configuration control, and the global configuration items controlled by the global configuration control are associated configuration items shared by all report components in the reference report template; in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template, the configured reference report template is displayed in real time in the report configuration box, including: When the layout configuration operation is a configuration item update operation of the user for the global configuration control, determining that the associated configuration item changed by the configuration item update operation is a configuration item to be applied; Acquire the current browsing page number of the reference report template currently located by the user and the component page number of each report component; According to the component page number, the report component in the reference report template that is on the currently browsed page number is updated and displayed first, and the remaining report components are updated and displayed in order from small to large according to the component page number.

4. The method according to any one of claims 1 to 3, characterized in that: In response to the user's second selection operation on the report export control, saving the reference report template in the report configuration box as a target product report, and generating and displaying the target product report according to a preset file type, comprises: In response to the second selection operation, opening browser tabs of a preset browser in sequence according to the report page number of the target product report; and, Generate a single-page file of a corresponding preset file type in each opened browser tab in sequence; After all the single-page files are generated, the single-page files are merged into the target file of the target product report, and a pop-up window is displayed in a preset area of ​​the report configuration box, and a loading progress bar is displayed in the pop-up window, wherein the loading progress bar is used to indicate the merging progress of the single-page files into the target file; After the loading progress bar is loaded, the browser tab is closed, the target file is displayed, and a storage request message is sent to the server to store the target file.

5. The method according to any one of claims 1 to 3, characterized in that: The optional components in the component library include basic components; before displaying the report configuration page in response to the user's first selection operation of the optional control corresponding to the reference report template in the report template list, the method further includes: In response to the user's third selection operation on the optional control corresponding to the basic component template in the component template list, jumping to display a component configuration page, the basic component template is any one of the basic components, and the component configuration page includes a component configuration box, the component library, the configuration item display box and a save control; Sending a first template identification code of the basic component template to the server to obtain basic component data corresponding to the basic component template, and displaying the basic component template in the component configuration frame according to the basic component data; In response to a fourth selection operation of the user on a basic component template in the component configuration box, displaying code configuration items and running controls in the configuration item display box through a first renderer according to the basic component data; In response to a code editing operation of the user on the code configuration item and a fifth selection operation of the user on the run control, the edited code configuration item is run through a graphics renderer to display the derived component configured by the user in the component configuration box, wherein the code editing operation is that the user edits the code configuration item through the first renderer; In response to the user's sixth selection operation on the save control, generate derived component data corresponding to the derived component according to the code configuration item after the user completes editing, and update the first template identification code to the second template identification code; and send the derived component data and the second template identification code to the server to save the derived component as an optional component in the component library.

6. The method according to claim 5, characterized in that After displaying the basic component template in the component configuration frame according to the basic component data, the method further includes: In response to a fourth selection operation of the user on a basic component template in the component configuration box, a selection control and an export control are displayed in a preset template area of ​​the basic component template according to the basic component data through a second renderer, wherein the selection control is used to instruct the user to select an available configuration item corresponding to the basic component data; In response to the user's configuration item selection operation on the selection control and the user's seventh selection operation on the export control, determining that the available configuration item indicated by the configuration item selection operation is a target configuration item, and updating and displaying the derived component in the component configuration box through the graphics renderer according to the target configuration item; In response to a sixth selection operation of the user on the save control, generating derived component data corresponding to the derived component according to the target configuration item, and updating the first template identification code to the second template identification code; The derived component data and the second template identification code are sent to the server to save the derived component as an optional component in the component library.

7. A financial product report generation device based on interactive configuration, characterized in that: A terminal device applied to a report generation system, wherein the report generation system further comprises a server; the device comprises: A page display unit, configured to display a report configuration page in response to a first selection operation of a user on an optional control corresponding to a reference report template in the report template list, wherein the report configuration page includes a report configuration box, a component library, a configuration item display box, and a report export control; A template display unit, used to send a report data request message to the server, the report data request message is used to instruct the server to query a preset database to obtain reference report data corresponding to the reference report template; and, determine the report layout information of the reference report template according to the reference report data, the report layout information includes the component page number and component position information corresponding to each optional component of the reference report template, the component position information is used to indicate the horizontal position value and the vertical position value of the optional component in the corresponding component page number; and, merge the component page number and the component position information of each optional component into a component array, and render the component array to display the unpaged reference report template, the vertical position value corresponding to each optional component in the component array is updated to the sum of the initial vertical position value and the distance value of the corresponding component page number from the first page number; and, after the unpaged reference report template is displayed, perform a report paging operation on the page of the unpaged reference report template through a preset virtual paging component to display the reference report template after paging, the virtual paging component is a static component set in a preset bottom area of ​​each template page according to a preset page height; A layout configuration unit, configured to display the configured reference report template in real time in the report configuration frame in response to the user's layout configuration operation on the optional components in the component library and / or the reference report template; a configuration item display unit, configured to, in response to the layout configuration operation, acquire in real time configuration item information of the component to be configured corresponding to the layout configuration operation, and display the configuration item information in the configuration item display box, wherein the configuration item information is obtained by the terminal device requesting the server; A component updating unit, configured to update and display the component to be configured in real time in the report configuration frame in response to an information change operation performed by the user on the configuration item information if the information change operation is detected; A report export unit is used to save the reference report template in the report configuration box as a target product report in response to the user's second selection operation on the report export control, and to generate and display the target product report according to a preset file type.

8. A terminal device, characterized in that: The method comprises a processor, a memory, a communication interface, and one or more programs, wherein the one or more programs are stored in the memory and configured to be executed by the processor, and the programs include instructions for executing the steps in the method according to any one of claims 1 to 6.

9. A computer-readable storage medium, characterized in that: A computer program for electronic data exchange is stored, wherein the computer program enables a computer to execute the method according to any one of claims 1 to 6.

Images