Online approval process management method and device, equipment and storage medium

Abstract

The invention relates to the field of process management, and discloses an online approval process management method, device and equipment and a storage medium, and the method is used for dynamically adjusting a basic form template according to an approval type, generating an approval form, and monitoring the approval state of the approval form in real time so as to improve the approval efficiency and flexibility. The method comprises the following steps: creating a basic form template, and performing signature configuration on the basic form template; determining an approval type, and dynamically adjusting the basic form template based on the approval type to obtain a dynamic form template; obtaining form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information; determining auditor information based on the approval form, and generating push information based on the approval form and the auditor information; and obtaining an approval result corresponding to the approval form, and when it is judged that the attachment needs to be signed and stamped according to the approval result, transmitting the attachment to an electronic contract system for electronic signature and stamping operation.

Description

Technical Field

[0001] The present invention relates to the technical field of process management, and in particular to an online approval process management method, device, equipment and storage medium. Background Art

[0002] With the development of electronic information, some of the original offline processes such as document signing and contract stamping are no longer restricted to offline operations. There is no need to mail paper documents for signing and stamping for distribution to remote outlets, which greatly reduces business manpower costs, material costs and approval and stamping time.

[0003] In the current technical environment, there is often a lack of a unified, flexibly configurable wildcard template for different types of online approval and stamping processes. This results in the need for redevelopment whenever a new business scenario or demand change occurs, increasing development costs and time. In addition, although the online approval and stamping process has greatly improved efficiency compared to the traditional offline process, some processes still appear cumbersome and time-consuming due to the lack of a unified template and flexible configuration capabilities.

[0004] Therefore, the existing technology still needs to be improved and developed. Summary of the invention

[0005] The present invention provides an online approval process management method, device, equipment and storage medium, which are used to dynamically adjust the basic form template according to the approval type, generate an approval form, and monitor the approval status of the approval form in real time to improve the approval efficiency and flexibility.

[0006] The first aspect of the present invention provides an online approval process management method, which creates a basic form template and configures the basic form template for signature and seal; determines the approval type, dynamically adjusts the basic form template based on the approval type to obtain a dynamic form template; obtains form filling information based on the dynamic form template, and generates an approval form based on the dynamic form template and the form filling information; determines the reviewer information based on the approval form, and generates push information based on the approval form and the reviewer information; obtains the approval result corresponding to the approval form, and when it is determined that the attachment needs to be signed and sealed according to the approval result, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

[0007] Optionally, in a first implementation method of the first aspect of the present invention, creating a basic form template and configuring a signature on the basic form template include: obtaining form fields, form layout and validation rules, and generating an initial form template based on the obtained form fields, form layout and validation rules; testing the initial form template, and if the initial form template passes the test, saving the initial form template as a basic form template; obtaining preset signature rules, and configuring the obtained signature rules in the basic form template.

[0008] Optionally, in a second implementation method of the first aspect of the present invention, determining the approval type and dynamically adjusting the basic form template based on the approval type to obtain a dynamic form template includes: obtaining an approval request initiated by a user and determining the approval type based on the approval request; adding new fields to the basic form template based on the approval type and adjusting the layout of the basic form template; verifying the adjusted basic form template and saving the verified basic form template as a dynamic form template.

[0009] Optionally, in a third implementation method of the first aspect of the present invention, obtaining form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information, includes: loading the dynamic form template onto a front-end page; obtaining form filling information input by a user through the front-end page; integrating the form filling information with the dynamic form template to generate an approval form, and assigning a unique identification code to the approval form.

[0010] Optionally, in a fourth implementation method of the first aspect of the present invention, the reviewer information is determined based on the approval form, and push information is generated based on the approval form and the reviewer information, including: extracting the fee type and amount of the approval form; inputting the fee type and amount of the approval form into a pre-trained decision tree model to obtain the reviewer information corresponding to the approval form; obtaining a preset push template, filling the approval form and the reviewer information into the push template to obtain push information.

[0011] Optionally, in a fifth implementation method of the first aspect of the present invention, the obtaining of the approval result corresponding to the approval form, and when it is determined according to the approval result that the attachment needs to be signed and sealed, transmitting the attachment to the electronic contract system for electronic signature and sealing operations, includes: obtaining the approval result corresponding to the approval form, and determining whether the approval form has completed the approval according to the approval result; if so, determining whether the attachment associated with the approval form needs to be signed and sealed according to the approval result; when it is determined that the attachment needs to be signed and sealed, transmitting the attachment to the electronic contract system for electronic signature and sealing operations.

[0012] Optionally, in a sixth implementation method of the first aspect of the present invention, when it is determined that an attachment needs to be signed and sealed, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations, and then also includes: receiving the signed and sealed attachment returned by the electronic contract system, and determining whether all approval links of the approval form are completed; if so, updating the approval status of the node according to the approval result; integrating the approval process information and the approval result to form an approval record, and associating the approval record with the approval form.

[0013] The second aspect of the present invention provides an online approval process management device, including: a creation module, used to create a basic form template and configure the basic form template to sign and seal; an adjustment module, used to determine the approval type, dynamically adjust the basic form template based on the approval type, and obtain a dynamic form template; a generation module, used to obtain form filling information based on the dynamic form template, and generate an approval form based on the dynamic form template and the form filling information; a push module, used to determine the reviewer information based on the approval form, and generate push information based on the approval form and the reviewer information; a signature module, used to obtain the approval result corresponding to the approval form, and update the approval status of the approval form according to the approval result.

[0014] Optionally, in a first implementation method of the second aspect of the present invention, the creation unit is used to obtain form fields, form layout and validation rules, and generate an initial form template based on the obtained form fields, form layout and validation rules; the testing unit is used to test the initial form template, and if the initial form template passes the test, the initial form template is saved as a basic form template; the configuration unit is used to obtain preset signature rules, and configure the obtained signature rules in the basic form template.

[0015] Optionally, in a second implementation of the second aspect of the present invention, the adjustment module includes: a determination unit, used to obtain an approval request initiated by a user, and determine an approval type based on the approval request; an adjustment unit, used to add new fields to the basic form template based on the approval type, and adjust the layout of the basic form template; a verification unit, used to verify the adjusted basic form template, and save the verified basic form template as a dynamic form template.

[0016] Optionally, in a third implementation of the second aspect of the present invention, the generation module includes: a loading unit, used to load the dynamic form template onto a front-end page; an acquisition unit, used to acquire user input fill-in information; a generation unit, used to integrate the form fill-in information with the dynamic form template, generate an approval form, and assign a unique identification code to the approval form.

[0017] Optionally, in a fourth implementation method of the second aspect of the present invention, the push module includes: an extraction unit, used to extract the fee type and amount of the approval form; a prediction unit, used to input the fee type and amount of the approval form into a pre-trained decision tree model to obtain the reviewer information corresponding to the approval form; a push unit, used to obtain a preset push template, fill the approval form and the reviewer information into the push template, and obtain push information.

[0018] Optionally, in a fifth implementation of the second aspect of the present invention, the signature module includes: a first judgment unit, used to obtain the approval result corresponding to the approval form, and judge whether the approval form has completed the approval according to the approval result; a second judgment unit, used to judge whether the attachment associated with the approval form needs to be signed and sealed according to the approval result when it is determined that the approval form has completed the approval; a signature unit, used to transmit the attachment to the electronic contract system for electronic signature and sealing operations when it is determined that the attachment needs to be signed and sealed.

[0019] The third aspect of the present invention provides an online approval process management device, comprising: a memory and at least one processor, the memory storing computer-readable instructions, the memory and the at least one processor being interconnected via a line; the at least one processor calling the computer-readable instructions in the memory so that the online approval process management device executes the various steps of the online approval process management method as described above.

[0020] A fourth aspect of the present invention provides a computer-readable storage medium, in which computer-readable instructions are stored. When the computer-readable storage medium is run on a computer, the computer executes each step of the online approval process management method as described above.

[0021] In the technical solution provided by the present invention, by creating a general form template and configuring the signature, the basic form template is dynamically adjusted based on the user's approval requirements to obtain an updated template that is adapted to the user's approval requirements, thereby improving the flexibility and adaptability of the system. Moreover, an approval form is generated based on the dynamic form template and form filling information, and the approval form is pushed to the corresponding reviewer. The approval form can be automatically generated and pushed to the designated reviewer, thereby improving the approval efficiency and accuracy. BRIEF DESCRIPTION OF THE DRAWINGS

[0022] Figure 1 A first flow chart of the online approval process management method provided by an embodiment of the present invention;

[0023] Figure 2 A second flow chart of the online approval process management method provided by an embodiment of the present invention;

[0024] Figure 3 A third flow chart of the online approval process management method provided by an embodiment of the present invention;

[0025] Figure 4 A fourth flow chart of the online approval process management method provided by an embodiment of the present invention;

[0026] Figure 5 A fifth flow chart of the online approval process management method provided by the embodiment of the present invention;

[0027] Figure 6 A sixth flow chart of the online approval process management method provided by an embodiment of the present invention;

[0028] Figure 7 A schematic diagram of the structure of an online approval process management device provided by an embodiment of the present invention;

[0029] Figure 8 A schematic diagram of the structure of an online approval process management device provided in an embodiment of the present invention. DETAILED DESCRIPTION

[0030] The embodiment of the present invention provides an online approval process management method, device, equipment and storage medium, which is used to dynamically adjust the basic form template according to the approval type, generate an approval form, and monitor the approval status of the approval form in real time to improve the approval efficiency and flexibility. The method includes: the online approval process management method includes: creating a basic form template and configuring the basic form template for signature and seal; determining the approval type, dynamically adjusting the basic form template based on the approval type to obtain a dynamic form template; obtaining form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information; determining the reviewer information based on the approval form, and generating push information based on the approval form and the reviewer information; obtaining the approval result corresponding to the approval form, and when it is determined that the attachment needs to be signed and sealed according to the approval result, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

[0031] The terms "first", "second", "third", "fourth", etc. (if any) in the specification and claims of the present invention and the above-mentioned drawings are used to distinguish similar objects, and are not necessarily used to describe a specific order or sequence. It should be understood that the data used in this way can be interchanged where appropriate, so that the embodiments described herein can be implemented in an order other than that illustrated or described herein. In addition, the terms "including" or "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 necessarily limited to those steps or units that are clearly listed, but may include other steps or units that are not clearly listed or inherent to these processes, methods, products or devices.

[0032] For ease of understanding, the specific process of the embodiment of the present invention is described below. Figure 1 A first embodiment of an online approval process management method in an embodiment of the present invention includes:

[0033] S101. Create a basic form template and configure signature for the basic form template.

[0034] It is understandable that the execution subject of the present invention may be an online approval process management device, or a terminal or a server, which is not specifically limited here. The embodiment of the present invention is described by taking the server as the execution subject as an example.

[0035] In this embodiment, a basic form template is created based on common approval requirements (such as seal application process, contract stamping approval process, express delivery outlet franchise contract signing process, shuttle bus contract signing and approval process, etc.), and the basic form template contains necessary fields and layout.

[0036] In this embodiment, one or more signature areas are specified in the basic form template, and signature parameters, including the size, position, style, etc. of the signature, are configured in the form management system.

[0037] S102: Determine the approval type, and dynamically adjust the basic form template based on the approval type to obtain a dynamic form template.

[0038] In this embodiment, different types of approvals (such as leave, reimbursement, purchase, etc.) and their specific requirements are pre-configured. If new approval requirements appear, the specific requirements corresponding to the new approval requirements can be configured.

[0039] According to the approval type, new fields are added to the basic form template, and the layout of the basic form template is adjusted to generate a dynamic form template suitable for the approval type.

[0040] In this embodiment, the dynamic form templates can also be classified and saved according to the approval type. In future approval requests, whenever a user selects an approval item corresponding to the approval type, the system will automatically load the dynamic form template for the user to fill in relevant information.

[0041] S103: Acquire form filling information based on the dynamic form template, and generate an approval form based on the dynamic form template and the form filling information.

[0042] In this embodiment, the user fills in relevant information according to the dynamic form template, and the system automatically generates a complete approval form according to the information input by the user and the dynamic form template.

[0043] When users fill in relevant information according to the dynamic form template, natural language processing (NLP) technology can be used to assist users in filling in the form, such as reducing input errors through smart prompts or automatic filling functions.

[0044] S104: Determine the reviewer information based on the approval form, and generate push information based on the approval form and the reviewer information.

[0045] In this embodiment, the reviewer information is automatically determined according to preset rules (such as the fee type and amount of the approval form), and then push information is generated based on the approval form and the reviewer information, and the approval form is pushed to the corresponding reviewer for approval via email, message push, etc.

[0046] S105: Acquire the approval result corresponding to the approval form. When it is determined according to the approval result that the attachment needs to be signed and sealed, transmit the attachment to the electronic contract system for electronic signature and sealing operations.

[0047] In this embodiment, the approval result corresponding to the current approval form is obtained by calling the API or database query interface of the approval system. The approval result includes the approval status (such as "approved" or "rejected"), approval opinion, approver and other information. The obtained approval result is parsed to determine whether the attachment needs to be signed and sealed.

[0048] This embodiment provides an online approval process management method, which creates a general form template and configures signatures and seals, dynamically adjusts the basic form template based on user approval requirements, and obtains an updated template that is adapted to user approval requirements, thereby improving the flexibility and adaptability of the system. In addition, an approval form is generated based on the dynamic form template and form filling information, and the approval form is pushed to the corresponding reviewer. The approval form can be automatically generated and pushed to the designated reviewer, thereby improving approval efficiency and accuracy.

[0049] See also Figure 2The second embodiment of the online approval process management method in the embodiment of the present invention includes:

[0050] S201, obtaining form fields, form layout and validation rules, and generating an initial form template based on the obtained form fields, form layout and validation rules.

[0051] In this embodiment, it is predetermined what information the form needs to collect (such as name, contact information, address, application matters, etc.), and all necessary fields are listed, and the type of each field is defined (such as text, number, date, drop-down selection, etc.).

[0052] In this embodiment, the layout rules of the form are preconfigured, such as determining the arrangement order and grouping of fields and whether paging is required.

[0053] In this embodiment, validation rules are pre-configured for each field to ensure that the input data conforms to a specific format or condition (such as email address format validation, required field validation, etc.), and error prompt information is configured to provide clear guidance to the user when validation fails.

[0054] S202: Test the initial form template. If the initial form template passes the test, save the initial form template as a basic form template.

[0055] In this embodiment, the initial form template is tested, including field input, validation rules, layout display and other aspects, to ensure that the form template can work properly in various situations and meet business requirements.

[0056] S203: Obtain preset signature rules, and configure the obtained signature rules in the basic form template.

[0057] In this embodiment, it is determined which form fields or approval links require signatures.

[0058] In this embodiment, the preset signature rules are obtained, including the signature type (such as electronic seal, handwritten signature), signature position, signature authority, etc.

[0059] In this embodiment, a form design tool or a signature configuration tool can be used to configure signature rules in the basic form template, for example, specifying the location of the signature (such as next to a specific field, at the bottom of the form, etc.), setting the trigger conditions for the signature (such as automatic signature when approval is passed, user manually clicks to sign, etc.).

[0060] In this embodiment, the configured signature function can also be tested, including the generation, display, and verification of the signature.

[0061] In this embodiment, the initial template is generated by acquiring and integrating form fields, layout and validation rules, thereby ensuring the comprehensiveness of the template content and the rationality of the structure. Moreover, the initial form template is tested to ensure the stability and reliability of the template in practical applications. In addition, by configuring the acquired signature rules in the basic form template, the legal effect and security of the form are enhanced, ensuring the formality and non-repudiation of the approval document.

[0062] See also Figure 3 A third embodiment of an online approval process management method in an embodiment of the present invention includes:

[0063] S301. Acquire an approval request initiated by a user, and determine an approval type based on the approval request.

[0064] In this embodiment, when a user initiates an approval request, the user selects a corresponding approval item, and the approval type can be determined based on the approval item.

[0065] S302. Based on the approval type, add new fields to the basic form template and adjust the layout of the basic form template.

[0066] In this embodiment, once the approval type is determined, necessary new fields are added to the basic form template according to preset rules or user-defined configurations. The new fields include specific information closely related to the approval type, such as budget amount, purchase item list, etc. At the same time, the layout of the basic form template is adjusted as needed to ensure that the newly added fields can be reasonably integrated into the form, thereby improving the usability and readability of the form.

[0067] S303: Verify the adjusted basic form template, and save the verified basic form template as a dynamic form template.

[0068] In this embodiment, after the basic form template is dynamically adjusted, the generated dynamic form template is verified, and the verification process includes checking the integrity and logical consistency of the form fields and whether it complies with the preset form specifications. Only the dynamic form template that passes the verification will be saved for use in the subsequent approval process. This step ensures the accuracy and reliability of the dynamic form template and avoids approval delays or errors caused by form errors.

[0069] Exemplarily, the basic form template includes basic information common to all approval types, such as applicant's name, department, application date, etc.

[0070] For the specific type of "business trip application", new fields are added to the basic form template, such as "business trip destination", "business trip time", "estimated expenses", etc. These fields are unique to business trip applications.

[0071] For different reimbursement types, add specific fields related to that type on the basic form template. For example, if it is a travel expense reimbursement, you can add fields such as "Departure Place", "Destination", "Transportation Method", and "Accommodation Fee"; and if it is an office expense reimbursement, you can add fields such as "Office Supply Name", "Quantity", and "Unit Price".

[0072] At the same time, the system may adjust the layout of the form to ensure that there is good visual spacing and logical order between the newly added fields and the original fields, improving the readability and ease of use of the form.

[0073] In this embodiment, based on the approval type, new fields are added to the basic form template, the layout of the basic form template is adjusted, the adjusted basic form template is verified, and the verified basic form template is saved as a dynamic form template, which can quickly respond to the needs of different approval types and generate a dynamic form template that meets the specific approval scenario by dynamically adjusting the basic form template, which not only improves the efficiency and accuracy of the approval process, but also enhances the user experience, making the approval process smoother and more convenient.

[0074] See also Figure 4 A fourth embodiment of an online approval process management method in an embodiment of the present invention includes:

[0075] S401. Load the dynamic form template onto the front-end page.

[0076] In this embodiment, the dynamic form template is rendered to the front-end page through front-end technology (such as HTML, CSS, JavaScript, etc.). The user can see the form structure matching the approval type on this page, including various form elements such as input boxes and selection boxes.

[0077] S402: Obtain form filling information input by the user through the front-end page.

[0078] In this embodiment, when the user fills in the form on the front-end page, the system will capture the user's input information in real time. This includes the text entered by the user through the keyboard, the options selected from the drop-down list, the checkboxes checked, etc. The system stores this information in the form of key-value pairs in memory or temporary variables for subsequent processing.

[0079] In this embodiment, when the user enters information, natural language processing (NLP) technology is used to assist the user in filling out the form, for example, by using smart prompts or automatic filling functions to reduce input errors.

[0080] S403: Integrate the form filling information with the dynamic form template to generate an approval form, and assign a unique identification code to the approval form.

[0081] In this embodiment, in order to ensure the uniqueness and traceability of the approval form, a unique identification code (such as UUID) is assigned to it when the approval form is generated. This identification code will be used as the unique identity of the approval form and will be referenced and recorded in the subsequent approval process. Through this identification code, the status and history of the approval form can be easily queried and tracked.

[0082] In this embodiment, the form filling information is integrated with the dynamic form template to generate an approval form, and a unique identification code is assigned to each form, thereby ensuring the traceability of the approval process and the standardization of management.

[0083] See also Figure 5 A fifth embodiment of an online approval process management method in an embodiment of the present invention includes:

[0084] S501. Extract the expense type and amount from the approval form.

[0085] In this embodiment, the content of the form approval is parsed to extract key information, including the expense type and amount.

[0086] S502: Input the expense type and amount of the approval form into the pre-trained decision tree model to obtain the reviewer information corresponding to the approval form.

[0087] In this embodiment, the reviewer information includes the reviewer's name, position, contact information, and other information.

[0088] In this embodiment, each reviewer information may be assigned a number, and the pre-trained decision tree model outputs the number, and the reviewer information is obtained according to the number.

[0089] In this embodiment, the extracted expense type and amount are used as input and passed to the pre-trained decision tree model. The decision tree model performs a series of internal decision judgments based on the input expense type and amount, and finally outputs the reviewer.

[0090] Specifically, the decision tree model contains a series of decision nodes and leaf nodes. Each decision node represents a judgment condition on a feature (such as expense type or amount), while the leaf node represents the final decision result, that is, the reviewer corresponding to the approval form.

[0091] When the expense type and amount of the approval form are passed as input to the decision tree model, the model will start from the root node and traverse along the decision tree according to the input feature value. At each decision node, the model will select the corresponding branch for the next step of judgment based on the value of the current feature (expense type or amount) until it reaches a leaf node.

[0092] The leaf nodes store the reviewer information that matches the expense type and amount of the current approval form. The decision tree model uses this reviewer information as output.

[0093] In this embodiment, a pre-trained decision tree model is obtained by constructing a decision tree model and training the decision tree model.

[0094] Specifically, historical data related to approval forms are collected as training data, including the fee type, amount, and corresponding reviewer of the approval form. Then, the CART algorithm and the training data set are used to build a decision tree model. The construction process recursively selects the optimal features to split the nodes until the stopping condition is met (such as the samples in the node all belong to the same category, the preset maximum depth of the tree is reached, etc.).

[0095] During the training process, you can adjust the parameters of the decision tree model, such as the maximum depth of the tree, the minimum number of samples required for leaf nodes, the minimum information gain required for node splitting, etc., and use methods such as cross-validation and grid search to find the optimal parameter combination to improve the performance of the model. Finally, use the test set to test and tune the decision tree model to obtain a pre-trained decision tree model.

[0096] S503: Obtain a preset push template, fill the approval form and the reviewer information into the push template, and obtain push information.

[0097] In this embodiment, the necessary information such as the name, position, and contact information of the reviewer is filled into the specified position in the push template, and the approval form is inserted into the specified position of the push template to form the push information. After receiving the push information, the reviewer can review it according to the content of the approval form and give corresponding approval opinions.

[0098] In this embodiment, by intelligently analyzing the expense type and amount of the approval form, the pre-trained decision tree model is used to automatically determine the reviewer information, thereby reducing the need for manual judgment and the risk of erroneous allocation.

[0099] See also Figure 6 A sixth embodiment of an online approval process management method in an embodiment of the present invention includes:

[0100] S601. Obtain the approval result corresponding to the approval form, and determine whether the approval form has been approved according to the approval result.

[0101] In this embodiment, the approval progress of the approval form is monitored in real time to ensure that the approval completion can be discovered in time. If the approval result (such as approval, rejection, etc.) is fed back, whether the approval form has been approved is determined based on the approval result.

[0102] In this embodiment, technical means such as database query, event monitoring or message queue can be used to ensure timely perception of the approval progress of the approval form.

[0103] S602: If yes, determine whether the attachments associated with the approval form need to be signed and sealed based on the approval result.

[0104] In this embodiment, the approval result of the approval form is read, and the approval result includes key information such as approval opinion, whether it is passed, etc. If the approval result is "passed" and it indicates that the attachment associated with the approval form needs to be signed and sealed, it is determined that the attachment needs to be signed and sealed.

[0105] S603: When it is determined that the attachment needs to be signed and sealed, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

[0106] In this embodiment, when it is determined that signature and seal are required, the attachment corresponding to the approval report is saved to the to-do system, and the to-do system transmits the attachment corresponding to the approval report to the electronic contract system through the API interface for electronic signature and seal operations.

[0107] In this embodiment, when it is determined that a signature and seal are required, the attachment corresponding to the approval report is transmitted to the electronic contract system for electronic signature and seal operations, and then it also includes: receiving the signed and sealed attachment returned by the electronic contract system, and determining whether all approval links of the approval form are completed; if so, updating the approval status of the node according to the approval result; integrating the approval process information and the approval result to form an approval record, and associating the approval record with the approval form.

[0108] In this embodiment, when the approval form is approved and the attachment is signed and sealed, it is determined that all approval links of the approval form are completed. At this time, the approval status of the node is updated according to the approval result, for example, the current node status is approved and signed and sealed. If the attachment associated with the approval form does not need to be signed and sealed, when the approval form is approved, it is determined that all approval links of the approval form are completed, for example, the current node status is approved and no signature and seal are required.

[0109] In this embodiment, the approval record records in detail the information of the approval process (such as the approver, approval time, approval opinion, etc.) and the final approval result (such as approval, rejection, etc.).

[0110] In this embodiment, the status of the approval form is monitored in real time, and an intelligent judgment is made as to whether a signature and seal operation is required based on the approval result. When it is determined that a signature and seal are required, the relevant attachments are seamlessly connected to the electronic contract system to complete the electronic signature and seal, which greatly improves the efficiency and accuracy of the approval process, reduces manual intervention, and speeds up the processing of approval forms. In addition, updating the approval status of the node based on the approval result can enhance the transparency and responsiveness of the approval process, and ensure the timeliness of approval activities and the effectiveness of decision-making.

[0111] The above describes the online approval process management method in the embodiment of the present invention. The following describes the device in the embodiment of the present invention. Figure 7 , the implementation method of the online approval process management device in the embodiment of the present invention includes:

[0112] The creation module 701 is used to create a basic form template and perform signature configuration on the basic form template;

[0113] An adjustment module 702, used to determine an approval type, and dynamically adjust the basic form template based on the approval type to obtain a dynamic form template;

[0114] A generating module 703, configured to obtain form filling information based on the dynamic form template, and generate an approval form based on the dynamic form template and the form filling information;

[0115] A push module 704, configured to determine the reviewer information based on the approval form, and generate push information based on the approval form and the reviewer information;

[0116] The signature module 705 is used to obtain the approval result corresponding to the approval form. When it is determined that the attachment needs to be signed and sealed according to the approval result, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

[0117] In this embodiment, the creation module 701 includes: a creation unit 7011, which is used to obtain form fields, form layout and verification rules, and generate an initial form template based on the obtained form fields, form layout and verification rules; a testing unit 7012, which is used to test the initial form template. If the initial form template passes the test, the initial form template is saved as a basic form template; a configuration unit 7013, which is used to obtain preset signature rules and configure the obtained signature rules in the basic form template.

[0118] In this embodiment, the adjustment module 702 includes: a determination unit 7021, which is used to obtain an approval request initiated by a user and determine an approval type based on the approval request; an adjustment unit 7022, which is used to add new fields to the basic form template based on the approval type and adjust the layout of the basic form template; a verification unit 7023, which is used to verify the adjusted basic form template and save the verified basic form template as a dynamic form template.

[0119] In this embodiment, the generation module 703 includes: a loading unit 7031, which is used to load the dynamic form template onto the front-end page; an acquisition unit 7032, which is used to acquire user input filling information; a generation unit 7033, which is used to integrate the form filling information with the dynamic form template, generate an approval form, and assign a unique identification code to the approval form.

[0120] In this embodiment, the push module 704 includes: an extraction unit 7041, which is used to extract the fee type and amount of the approval form; a prediction unit 7042, which is used to input the fee type and amount of the approval form into a pre-trained decision tree model to obtain the reviewer information corresponding to the approval form; a push unit 7043, which is used to obtain a preset push template, fill the approval form and the reviewer information into the push template, and obtain push information.

[0121] In this embodiment, the signature module 705 includes: a first judgment unit 7051, which is used to obtain the approval result corresponding to the approval form, and judge whether the approval form has completed the approval according to the approval result; a second judgment unit 7052, which is used to judge whether the attachment associated with the approval form needs to be signed and sealed according to the approval result when it is determined that the approval form has completed the approval; a signature unit 7053, which is used to transmit the attachment to the electronic contract system for electronic signature and sealing operations when it is determined that the attachment needs to be signed and sealed.

[0122] In this embodiment, by creating a general form template and configuring the signature, the basic form template is dynamically adjusted based on the user's approval requirements to obtain an updated template that is adapted to the user's approval requirements, thereby improving the flexibility and adaptability of the system. Moreover, an approval form is generated based on the dynamic form template and form filling information, and the approval form is pushed to the corresponding reviewer. The approval form can be automatically generated and pushed to the designated reviewer, thereby improving the approval efficiency and accuracy.

[0123] above Figure 7 The online approval process management device in the embodiment of the present invention is described in detail from the perspective of modular functional entities. The online approval process management device in the embodiment of the present invention is described in detail from the perspective of hardware processing.

[0124] Figure 8 800 may have relatively large differences due to different configurations or performances, and may include one or more processors (central processing units, CPU) 810 (for example, one or more processors) and memory 820, and one or more storage media 830 (for example, one or more mass storage devices) storing application programs 833 or data 832. Among them, the memory 820 and the storage medium 830 may be short-term storage or permanent storage. The program stored in the storage medium 830 may include one or more modules (not shown), and each module may include a series of instruction operations in the device 800. Furthermore, the processor 810 may be configured to communicate with the storage medium 830 to execute a series of instruction operations in the storage medium on the device 800.

[0125] The device 800 may also include one or more power supplies 840, one or more wired or wireless network interfaces 850, one or more input and output interfaces 860, and / or one or more operating systems 831, such as Windows Serve, Mac OS X, Unix, Linux, FreeBSD, etc.

[0126] An embodiment of the present invention also provides a computer-readable storage medium, which may be a non-volatile computer-readable storage medium or a volatile computer-readable storage medium. Instructions are stored in the computer-readable storage medium. When the instructions are executed on a computer, the computer executes the steps of the online approval process management method.

[0127] Those skilled in the art can clearly understand that, for the convenience and brevity of description, the specific working process of the above-described system, device, or unit can refer to the corresponding process in the aforementioned method embodiment and will not be repeated here.

[0128] If the integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention is essentially or the part that contributes to the prior art or all or part of the technical solution can be embodied in the form of a software product. The computer software product is stored in a storage medium, including a number of instructions to enable a computer device (which can be a personal computer, a server, or a network device, etc.) to perform all or part of the steps of the method described in each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM), random access memory (RAM), disk or optical disk and other media that can store program codes.

[0129] As described above, the above embodiments are only used to illustrate the technical solutions of the present invention, rather than to limit the same. Although the present invention has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that the technical solutions described in the aforementioned embodiments may still be modified, or some of the technical features thereof may be replaced by equivalents. However, these modifications or replacements do not deviate the essence of the corresponding technical solutions from the spirit and scope of the technical solutions of the embodiments of the present invention.

Claims

1. An online approval process management method, characterized in that: The online approval process management method includes: Create a basic form template and configure the signature for the basic form template; Determine an approval type, and dynamically adjust the basic form template based on the approval type to obtain a dynamic form template; Acquiring form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information; Determine the reviewer information based on the approval form, and generate push information based on the approval form and the reviewer information; The approval result corresponding to the approval form is obtained, and when it is determined according to the approval result that the attachment needs to be signed and sealed, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

2. The online approval process management method according to claim 1 is characterized in that: The step of creating a basic form template and configuring the basic form template to sign and seal includes: Obtain form fields, form layout and validation rules, and generate an initial form template based on the obtained form fields, form layout and validation rules; Testing the initial form template, if the initial form template passes the test, saving the initial form template as a basic form template; Obtain preset signature rules, and configure the obtained signature rules in the basic form template.

3. The online approval process management method according to claim 1 is characterized in that: The determining of the approval type and dynamically adjusting the basic form template based on the approval type to obtain a dynamic form template include: Obtaining an approval request initiated by a user, and determining an approval type based on the approval request; Based on the approval type, add new fields to the basic form template and adjust the layout of the basic form template; Verify the adjusted basic form template, and save the verified basic form template as a dynamic form template.

4. The online approval process management method according to claim 1 is characterized in that: The acquiring form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information, includes: Loading the dynamic form template onto the front-end page; Get the form filling information entered by the user through the front-end page; The form filling information is integrated with the dynamic form template to generate an approval form, and a unique identification code is assigned to the approval form.

5. The online approval process management method according to claim 1 is characterized in that: The determining the reviewer information based on the approval form, and generating the push information based on the approval form and the reviewer information, includes: Extract the expense type and amount from the approval form; Input the expense type and amount of the approval form into the pre-trained decision tree model to obtain the reviewer information corresponding to the approval form; Obtain a preset push template, fill the approval form and the reviewer information into the push template, and obtain push information.

6. The online approval process management method according to claim 1 is characterized in that: The obtaining of the approval result corresponding to the approval form, and when it is determined according to the approval result that the attachment needs to be signed and sealed, transmitting the attachment to the electronic contract system for electronic signature and sealing operations, includes: Obtain the approval result corresponding to the approval form, and determine whether the approval form has been approved according to the approval result; If yes, determine whether the attachments associated with the approval form need to be signed and sealed based on the approval result; When it is determined that the attachment needs to be signed and sealed, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

7. The online approval process management method according to claim 6 is characterized in that: When it is determined that the attachment needs to be signed and sealed, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations, and then the following is further included: Receive the signed and sealed attachment returned by the electronic contract system, and determine whether all approval links of the approval form have been completed; If yes, update the approval status of the node according to the approval result; The approval process information and the approval result are integrated to form an approval record, and the approval record is associated with the approval form.

8. An online approval process management device, characterized in that: include: A creation module is used to create a basic form template and perform signature configuration on the basic form template; An adjustment module, used for determining an approval type, and dynamically adjusting the basic form template based on the approval type to obtain a dynamic form template; A generating module, used for acquiring form filling information based on the dynamic form template, and generating an approval form based on the dynamic form template and the form filling information; A push module, used to determine the reviewer information based on the approval form, and generate push information based on the approval form and the reviewer information; The signature module is used to obtain the approval result corresponding to the approval form. When it is determined that the attachment needs to be signed and sealed according to the approval result, the attachment is transmitted to the electronic contract system for electronic signature and sealing operations.

9. An online approval process management device, characterized in that: comprising a memory and at least one processor, wherein the memory has computer-readable instructions stored therein; The at least one processor calls the computer-readable instructions in the memory to execute each step of the online approval process management method as described in any one of claims 1-7.

10. A computer-readable storage medium having computer-readable instructions stored thereon, characterized in that: When the computer-readable instructions are executed by a processor, the steps of the online approval process management method as described in any one of claims 1 to 7 are implemented.

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