Method, system and device for docking different asset platform API interfaces

By automatically verifying access permissions and dynamically adjusting business processes, the problem of inconsistent standardization of API interfaces in the financial industry is solved, processing efficiency and accuracy is improved, operating costs are reduced, and maintenance and upgrades are simplified.

CN119201489APending Publication Date: 2024-12-27JIANGSU SUNING BANK CO LTD
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Patent Information

Application Number
CN202411136644.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-08-19
Publication Date
2024-12-27

AI Technical Summary

Technical Problem

The platform docking process in the financial industry in the fields of asset management and credit services is cumbersome and inefficient, resulting in different standardization of API interfaces, which brings technical challenges to system integration.

Method used

By obtaining manually defined API interfaces and configuration templates, automatically verify access permissions and perform operation steps, dynamically adjust business processes, and realize standardization of API interfaces and multi-platform interoperability.

Benefits of technology

It improves processing speed and efficiency, ensures the accuracy and reliability of business processing, reduces manual operation and operation costs, simplifies maintenance and upgrades, and brings long-term cost savings and return on investment.

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Abstract

The invention discloses a method, system and device for docking different asset platform API interfaces, and the method comprises the following steps: obtaining an artificially defined API interface, setting a configuration template corresponding to the API interface, the configuration template comprising interface information, a parameter conversion rule and an operation command, and storing the API interface, the operation command and the configuration template in a database; obtaining an access command input by the API interface, extracting a request message of the access command to obtain target interface information and target product parameters, reading a parameter conversion rule, and matching the target product parameters according to the parameter conversion rule to obtain system standard parameters; and obtaining system standard parameters, and matching operation commands in the database to obtain operation steps. The service process is dynamically adjusted through configuration and modularization, the service processing efficiency is improved, the accuracy and reliability can be guaranteed, meanwhile, manual operation is reduced, the service process is optimized, and the operation cost is greatly reduced.
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Description

Technical Field

[0001] The present invention belongs to the field of financial technology, and specifically relates to a method, system and device for connecting to different asset platform API interfaces. Background Art

[0002] The current challenges and technological development trends in the field of financial technology. These background factors provide the necessity and feasibility basis for the innovation of this patent.

[0003] The need for digital transformation in the financial industry: With the digital transformation of the global economy, the financial services industry urgently needs to adopt more efficient, safer and more flexible technical solutions to meet market demand. Especially in the fields of asset management and credit services, the traditional docking process is cumbersome and inefficient and urgently needs to be optimized. The widespread application of digital technology has become a key channel connecting different financial services with customers.

[0004] API interface standardization and diversification issues: The degree of standardization of API interfaces varies between different financial platforms, especially in asset management platforms. This leads to highly complex integration challenges for financial institutions when connecting with multiple platforms. Each platform may adopt different business processes, data formats, and error handling mechanisms, which brings significant technical challenges to system integration. Summary of the invention

[0005] The purpose of the present invention is to provide a method, system and device for connecting API interfaces of different asset platforms to solve the problem that the degree of standardization of API interfaces varies among different financial platforms, especially in asset management platforms.

[0006] To achieve the above purpose, the present invention provides the following technical solution: a method for connecting different asset platform API interfaces, comprising the following steps:

[0007] Obtain the manually defined API interface and set the configuration template corresponding to the API interface. The configuration template includes interface information, parameter conversion rules and operation commands. The interface information includes product number and interface code. The API interface, operation command and configuration template are stored in the database.

[0008] Get the access command input by the API interface, extract the request message of the access command, obtain the target interface information and target product parameters, read the parameter conversion rules, match the target product parameters according to the parameter conversion rules, and obtain the system standard parameters;

[0009] Get the system standard parameters, match the operation command in the database, get the operation steps, execute the operation steps, and determine whether there are asynchronous steps in the operation steps. If so, execute the asynchronous step and return the asynchronous step execution result; if not, execute the synchronous step and return the synchronous execution result.

[0010] Preferably, the operation steps further include: executing an exception, comprising the following steps:

[0011] Get the abnormal command and get the execution error code;

[0012] Get the configuration template, get the conversion relationship, which also includes the error code conversion rule, match the execution error code according to the error code conversion rule, and get the target error code;

[0013] Returns the target error code.

[0014] Preferably, the following operations need to be performed before reading the parameter conversion rules:

[0015] Determining whether you have access permission includes the following steps:

[0016] Obtain target interface information, obtain target product number and target interface code;

[0017] Retrieve the configuration template in the database and match the interface information. If the match is successful, read the parameter conversion rules; if the match fails, the API access command fails and returns an error message.

[0018] Preferably, executing the asynchronous command and returning the asynchronous command execution result comprises the following steps:

[0019] Get the result of the existing asynchronous step, perform asynchronous step conversion, and obtain the asynchronous step execution command;

[0020] The queue listener listens to the asynchronous steps and obtains the execution results in sequence;

[0021] Returns the execution result.

[0022] An API interface system for connecting to different asset platforms, including:

[0023] The configuration module is used to obtain the manually defined API interface and set the configuration template corresponding to the API interface. The configuration template includes interface information, parameter conversion rules and operation commands. The interface information includes product number and interface code.

[0024] Storage module, used to store API interfaces and corresponding configuration templates;

[0025] The command processing module is used to obtain the access command input by the API interface, extract the request message of the access command, obtain the target interface information and target product parameters, read the parameter conversion rules, match the target product parameters according to the parameter conversion rules, and obtain the system standard parameters;

[0026] The execution module is used to obtain system standard parameters, match operation commands in the database, obtain operation steps, execute operation steps, and determine whether there are asynchronous steps in the operation steps. If so, the execution is switched to asynchronous mode and the asynchronous step execution result is returned; if not, the synchronous step is executed and the synchronous execution result is returned.

[0027] Preferably, the execution module comprises: an execution exception module,

[0028] The execution exception module includes:

[0029] The exception acquisition module is used to obtain the exception command and get the execution error code;

[0030] The conversion module is used to obtain the configuration template and obtain the conversion relationship. The conversion relationship also includes an error code conversion rule. The error code is matched and executed according to the error code conversion rule to obtain the target error code and return the target error code.

[0031] Preferably, the command processing module includes: an access processing module and a parameter conversion module;

[0032] The access processing module includes:

[0033] The permission module is used to determine whether the user has access permission, including:

[0034] The data acquisition module is used to acquire the target interface information and obtain the target product number and target interface code;

[0035] The judgment module is used to retrieve the configuration template in the database, match the target product number and target interface code, and if the match is successful, read the parameter conversion rule; if the match fails, the API access command fails and returns an error message.

[0036] Preferably, the execution module further includes: the asynchronous execution module includes:

[0037] The command acquisition module is used to obtain the results of the asynchronous steps, perform asynchronous step conversion, and obtain the asynchronous step execution command;

[0038] The asynchronous return module is used by the queue listener to listen to asynchronous steps, obtain the execution results in sequence, and return the execution results.

[0039] An API interface device for connecting to different asset platforms, comprising:

[0040] A processor and a memory, wherein the memory stores a computer program executable by the processor, and when the processor executes the computer program, a method for connecting to different asset platform API interfaces is implemented.

[0041] The technical effects and advantages of the present invention are as follows: by automatically verifying access permissions and automatically executing operation steps for authorized access commands, the processing speed and efficiency are improved, and real-time response can be achieved; by dynamically adjusting business processes through configuration and modularization, not only the efficiency of business processing is improved, but also accuracy and reliability can be guaranteed. At the same time, manual operations are reduced and business processes are optimized, operating costs are greatly reduced, the complexity of maintenance and upgrades is simplified, and long-term cost savings and investment returns are brought to business implementation. BRIEF DESCRIPTION OF THE DRAWINGS

[0042] Figure 1 It is a schematic diagram of the method flow of the present invention;

[0043] Figure 2 It is a system schematic diagram of the present invention. DETAILED DESCRIPTION

[0044] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0045] The present invention provides Figure 1-2 A method for connecting different asset platform API interfaces is shown in the figure, and the above steps are performed by the following modules: configuration module, storage module, command processing module and execution module. The method of the present invention is performed by using the above modules, including the following steps:

[0046] S1: Obtain the manually defined API interface through the configuration module, set the corresponding configuration template according to the defined API interface, and the configuration template includes interface information, parameter conversion rules and operation commands, wherein the interface information includes product number and interface code, and store the API interface and its corresponding configuration template in the database respectively;

[0047] Among them, by obtaining the manually input product number and interface code, when the access command is input, the interface information in the configuration template can be matched to determine whether the access command is set to determine whether the access permission is available, and the product API interface can be added or deleted by manual input, and the interface information of the existing API interface can also be added with related products; the interface information is shown in Table 1:

[0048]

[0049] Table 1;

[0050] According to the product number and interface code, the corresponding parameter conversion rules and operation commands are obtained by manual input, so that when the system is running, the preset commands can be automatically converted and executed, specifically:

[0051] Parameter conversion rules include parameter conversion rules, parameter code value conversion rules and error code conversion rules. By manually defining the relationship between platform parameter name, platform parameter type and system parameter name, system parameter type, the conversion relationship between platform parameters and system parameters is determined, as shown in Table 2.

[0052]

[0053] Table 2;

[0054] By obtaining the relationship between the manually defined platform parameter name and the platform parameter content and the system parameter content, the conversion relationship between the platform parameter code value and the system parameter code value is determined to achieve the conversion from the platform interface to the system interface, as shown in Table 3:

[0055]

[0056] Table 3;

[0057] By manually presetting the corresponding relationship between the platform response code and the system response code, the conversion of system data to platform data is completed, so that the error code of the external asset platform corresponds to the standard error code identifiable by this system one by one, as shown in Table 4.

[0058]

[0059] Table 4;

[0060] The operation command confirms the operation steps and execution order corresponding to each defined access command by obtaining the manually input operation command code, command name and step execution order. The access command presets a synchronous step, an asynchronous step or a synchronous to asynchronous step to complete the operation command corresponding to the entire access command, as shown in Table 5.

[0061]

[0062] Table 5;

[0063] The API interface and its corresponding configuration template are defined and modified through manual input, which is highly configurable and flexible, allowing financial products to quickly adapt to changes and specific needs of different asset platforms, thereby improving market response speed and service personalization; the configuration templates can be independently developed and tested, which simplifies the development process, enhances the stability and maintainability of the system, and facilitates future functional expansion or adjustment; the error code conversion rules solve the problem of inconsistent error codes between different systems that are common in multi-asset platform interactions. By obtaining the manually input parameter conversion rules, they are automatically converted into error codes that meet the requirements of external platforms, significantly reducing interaction failures and user dissatisfaction caused by misunderstanding of error codes.

[0064] S2: The access command input by the API interface is obtained through the access command processing module, and the target interface information and target product parameters are extracted according to the access command; the target product number and target interface code are matched in the configuration template in the storage module to determine whether it has access authority. If the match fails, the API access command fails and an error message is returned. If the match succeeds, the parameter conversion rule is read, and the target product parameters are matched according to the parameter conversion rule to obtain the corresponding platform parameter name and platform parameter type. According to the defined parameter conversion rule, the platform parameter name and platform parameter type are converted into the system parameter name and system parameter type, and then the system parameter code value is queried to obtain the system parameter content corresponding to the access command, and the external parameter content of the asset platform is converted into the system parameter content recognizable by this system to obtain the system standard parameters;

[0065] S3: Based on the obtained system standard parameters, query the operation command code from the storage module, obtain one or more command names and step execution order corresponding to the target interface, and obtain the operation steps. Taking the credit interface as an example: the command names include business hours verification, blacklist verification, high-risk area verification, anti-money laundering, anti-fraud in-process verification, etc., and preliminarily screen the customers who pass the above operation steps; the operation steps include synchronous steps and asynchronous steps, and judge whether there are asynchronous steps in the operation steps. If there are asynchronous steps, after executing the synchronous module, the result of the existence of the asynchronous step is obtained through the asynchronous execution module, and the asynchronous step execution command is obtained, the synchronous step is converted to the asynchronous step, and the asynchronous step is executed. The asynchronous return module listens to the asynchronous step through the queue listener, obtains the execution results in sequence, and finally returns the execution results to the user end; wherein, if an execution exception occurs in the execution of the synchronous step or the asynchronous step, the exception command is obtained through the exception acquisition module to obtain the execution error code, and the error code conversion rule is matched through the conversion module, and the execution error code is converted into the target error code according to the error code conversion rule, and returned to the error code recognizable by the cooperation platform.

[0066] In summary, by automatically verifying access permissions and automatically executing operation steps for authorized access commands, the processing speed and efficiency are improved, and it can respond in real time and dynamically adjust business processes, which not only improves the efficiency of business processing, but also ensures accuracy and reliability. At the same time, it reduces manual operations and optimizes business processes, greatly reduces operating costs, simplifies the complexity of maintenance and upgrades, and brings long-term cost savings and investment returns to business implementation.

[0067] Finally, it should be noted that the above is only a preferred embodiment of the present invention and is not intended to limit the present invention. Although the present invention has been described in detail with reference to the aforementioned embodiments, it is still possible for those skilled in the art to modify the technical solutions described in the aforementioned embodiments or to make equivalent substitutions for some of the technical features therein. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the protection scope of the present invention.

Claims

1. A method for connecting to different asset platform API interfaces, characterized by: The steps include: Obtain the manually defined API interface and set the configuration template corresponding to the API interface. The configuration template includes interface information, parameter conversion rules and operation commands. The interface information includes product number and interface code. The API interface, operation command and configuration template are stored in the database. Get the access command input by the API interface, extract the request message of the access command, obtain the target interface information and target product parameters, read the parameter conversion rules, match the target product parameters according to the parameter conversion rules, and obtain the system standard parameters; Get the system standard parameters, match the operation command in the database, get the operation steps, execute the operation steps, and determine whether there are asynchronous steps in the operation steps. If so, execute the asynchronous step and return the asynchronous step execution result; if not, execute the synchronous step and return the synchronous execution result.

2. According to claim 1, a method for connecting different asset platform API interfaces is characterized by: The operation steps also include: executing an exception, including the following steps: Get the abnormal command and get the execution error code; Get the configuration template, get the conversion relationship, which also includes the error code conversion rule, match the execution error code according to the error code conversion rule, and get the target error code; Returns the target error code.

3. According to claim 1, a method for connecting different asset platform API interfaces is characterized by: Before reading the parameter conversion rules, the following operations need to be performed: Determining whether you have access permission includes the following steps: Obtain target interface information, obtain target product number and target interface code; Retrieve the configuration template in the database and match the interface information. If the match is successful, read the parameter conversion rules; if the match fails, the API access command fails and returns an error message.

4. According to claim 1, a method for connecting different asset platform API interfaces is characterized by: The step of executing the asynchronous command and returning the asynchronous command execution result comprises the following steps: Get the result of the existing asynchronous step, perform asynchronous step conversion, and obtain the asynchronous step execution command; The queue listener listens to the asynchronous steps and obtains the execution results in sequence; Returns the execution result.

5. An API interface system for connecting to different asset platforms, characterized by: include: The configuration module is used to obtain the manually defined API interface and set the configuration template corresponding to the API interface. The configuration template includes interface information, parameter conversion rules and operation commands. The interface information includes product number and interface code. Storage module, used to store API interfaces and corresponding configuration templates; The command processing module is used to obtain the access command input by the API interface, extract the request message of the access command, obtain the target interface information and target product parameters, read the parameter conversion rules, match the target product parameters according to the parameter conversion rules, and obtain the system standard parameters; The execution module is used to obtain system standard parameters, match operation commands in the database, obtain operation steps, execute operation steps, and determine whether there are asynchronous steps in the operation steps. If so, the execution is switched to asynchronous mode and the asynchronous step execution result is returned; if not, the synchronous step is executed and the synchronous execution result is returned.

6. The API interface system for connecting different asset platforms according to claim 1, characterized in that: The execution module includes: an execution exception module, The execution exception module includes: The exception acquisition module is used to obtain the exception command and get the execution error code; The conversion module is used to obtain the configuration template and obtain the conversion relationship. The conversion relationship also includes an error code conversion rule. The error code is matched and executed according to the error code conversion rule to obtain the target error code and return the target error code.

7. The API interface system for connecting different asset platforms according to claim 1, characterized in that: The command processing module includes: an access processing module and a parameter conversion module; The access processing module includes: The permission module is used to determine whether the user has access permission, including: The data acquisition module is used to acquire the target interface information and obtain the target product number and target interface code; The judgment module is used to retrieve the configuration template in the database, match the target product number and target interface code, and if the match is successful, read the parameter conversion rule; if the match fails, the API access command fails and returns an error message.

8. The API interface system for connecting different asset platforms according to claim 1, characterized in that: The execution module also includes: the asynchronous execution module includes: The command acquisition module is used to obtain the results of the asynchronous steps, perform asynchronous step conversion, and obtain the asynchronous step execution command; The asynchronous return module is used by the queue listener to listen to asynchronous steps, obtain the execution results in sequence, and return the execution results.

9. The device for connecting to different asset platform API interfaces according to claim 1, characterized in that: include: A processor and a memory, wherein the memory stores a computer program executable by the processor, and when the processor executes the computer program, the method according to any one of claims 1 to 4 is implemented.