Data isolation processing system and method

Abstract

The invention provides a data isolation processing system and method, and the system comprises a demand rule configuration module, and the demand rule configuration module comprises a rule configuration unit which is used for carrying out the rule configuration of business demands and demands; and the isolation configuration unit is used for performing isolation configuration on the data. According to the technical scheme, a demand rule configuration module is arranged, and the demand rule configuration module comprises a rule configuration unit used for performing rule configuration on business demands and demands; the isolation configuration unit is used for performing isolation configuration on the data; data and dependency are automatically isolated according to the same account period and the same version, dynamic parameters are supported in data rule definition, and dynamic data isolation of result data generated in task execution is achieved.

Description

Background Art

[0002] The implementation of IFRS17 and the new insurance contract standards can promote financial reports to better reflect the operating substance and operating quality of insurance companies, and achieve consistency and comparability of insurance companies' financial statements. Life insurance officially switched to the new IFRS17 standard on January 1, 2023. After the standard switch, the monthly settlement process has undergone disruptive changes, posing new challenges to the company's system construction, data management and other work.

[0003] In the current IFRS17 business and system architecture, the IFRS17 data processing platform is at the core, storing and processing all basic source tables and processing process data required by the IFRS17 business model, and completing the data interaction responsibilities with the actuarial system Prophet, measurement platform, accounting engine and other systems.

[0004] The IFRS17 data processing platform mainly writes stored procedures based on the PostgreSQL relational database to complete the data processing of the IFRS17 basic business modules; the stored procedures are configured in modules to the Apache DolphinScheduler tool, and the parameters are entered monthly for manual execution; data collection and notifications between system interactions are completed manually.

[0005] So far, the monthly settlement of the new life insurance standard has been in operation for several months, and in actual operation, problems that need to be improved have been exposed:

[0006] 1) The monthly settlement process is lengthy. The new monthly settlement standard requires a large number of system tasks to support it. The internal function points are subdivided from level 1 to level 4. Currently, there are more than 200 level 2 task nodes in operation, with many interactive links. There are dependent tasks that cannot be run in parallel. The rationality of some functions needs to be improved.

[0007] 2) Over-reliance on manual operations. Currently, system task execution, execution progress management, and execution result verification are all operated and controlled manually, which consumes a lot of manpower and also poses operational risks;

[0008] 3) Lack of data isolation. The system only supports the execution of data for a single period and cannot meet the needs of cross-execution; it is easy for different sectors to use data from different periods. Summary of the invention

[0009] The present application provides a data isolation processing system and method for supporting dynamic parameters in data rule definition, so as to achieve dynamic data isolation of result data generated during task execution.

[0010] In a first aspect, a data isolation processing system is provided, comprising: a requirement rule configuration module, wherein:

[0011] The requirement rule configuration module includes:

[0012] The rule configuration unit is used to configure business requirements and demands into rules;

[0013] The isolation configuration unit is used to isolate and configure data.

[0014] In the above technical solution, by setting up a demand rule configuration module, the demand rule configuration module includes: a rule configuration unit, which is used to configure business needs and requirements according to rules; an isolation configuration unit, which is used to isolate and configure data; data and dependencies are automatically isolated according to the same account period and the same version, and dynamic parameters are supported in the data rule definition, so that the result data generated during task execution can achieve dynamic data isolation.

[0015] In a specific implementation scheme, the requirement rule configuration module further includes:

[0016] The task configuration unit is used to configure the system tasks.

[0017] In a specific implementation scheme, the requirement rule configuration module further includes:

[0018] The dependency configuration unit is used to configure the dependencies of system tasks.

[0019] In a specific implementation plan, task configuration mainly includes data processing rules, data verification rules, report file generation rules, and system exception verification rules.

[0020] In a specific implementation scheme, it also includes: a task flow scheduling configuration module, wherein:

[0021] The task flow scheduling configuration module includes:

[0022] The unit for generating the preliminary schedule is used to select a defined preset process template after the start time of the monthly settlement is determined, output the estimated time of tasks at all levels, and automatically generate the preliminary schedule;

[0023] The final version schedule generating unit is used to automatically generate a final version execution schedule after manually adjusting and confirming the tasks and time in the generated preliminary version schedule.

[0024] In a specific implementation scheme, the task flow scheduling configuration module further includes:

[0025] A task running unit, used to automatically run each task program according to the final version execution schedule;

[0026] The version updating unit is used to update the version of the preliminary execution schedule when the actual time consumption of the task program in the final execution schedule is better than expected.

[0027] In a specific implementation scheme, the task flow scheduling configuration module further includes:

[0028] The task execution recording unit is used to automatically record the task execution when an abnormality occurs during the task execution and the task is re-run.

[0029] In a specific implementation scheme, it also includes: a message warning module, wherein:

[0030] The message warning module includes:

[0031] Delay risk reminder unit, used to remind when there is a deviation between expected time and actual time;

[0032] The verification result reminder unit is used to remind when the verification result exceeds the threshold and is not within the expected range.

[0033] In a specific implementation scheme, the message warning module further includes:

[0034] The progress and exception reminder unit is used to remind when executing key progress and abnormal tasks.

[0035] In a second aspect, a data isolation processing method is provided, comprising the following steps:

[0036] Use the rule configuration unit to configure business requirements and needs into rules;

[0037] Using the task configuration unit to configure the system tasks;

[0038] Dependency configuration of system tasks is performed using dependency configuration units;

[0039] The data is isolated and configured using an isolation configuration unit.

[0040] In the above technical solution, by setting up a demand rule configuration module, the demand rule configuration module includes: a rule configuration unit, which is used to configure business needs and requirements according to rules; an isolation configuration unit, which is used to isolate and configure data; data and dependencies are automatically isolated according to the same account period and the same version, and dynamic parameters are supported in the data rule definition, so that the result data generated during task execution can achieve dynamic data isolation. BRIEF DESCRIPTION OF THE DRAWINGS

[0041] Figure 1 A structural block diagram of a data isolation processing system provided in an embodiment of the present application;

[0042] Figure 2 A flowchart of the data isolation processing method provided in an embodiment of the present application. DETAILED DESCRIPTION

[0043] The present application is further described in detail below through the accompanying drawings and embodiments. Through these descriptions, the characteristics and advantages of the present application will become clearer and more specific.

[0044] The word "exemplary" is used exclusively herein to mean "serving as an example, embodiment, or illustration." Any embodiment described herein as "exemplary" is not necessarily to be construed as preferred or advantageous over other embodiments. Although various aspects of the embodiments are shown in the drawings, the drawings are not necessarily drawn to scale unless otherwise noted.

[0045] In addition, the technical features involved in different embodiments of the present application described below can be combined with each other as long as they do not conflict with each other.

[0046] To facilitate understanding of the data isolation processing system and method provided in the embodiment of the present application, its application scenario is first explained. The data isolation processing system and method provided in the embodiment of the present application are used to support dynamic parameters in the data rule definition, so that the result data generated during the task execution can achieve dynamic data isolation. The implementation of IFRS17 and the new insurance contract standards can promote financial reports to better reflect the operating substance and operating quality of insurance companies, and achieve the consistency and comparability of insurance companies' financial statements. Life insurance officially switched to the new IFRS17 standard on January 1, 2023. After the standard switch, the monthly settlement process has undergone disruptive changes, posing new challenges to the company's system construction, data management and other work. In the current IFRS17 business and system architecture, the IFRS17 data processing platform is at the core, storing and processing all basic source tables and processing process data required by the IFRS17 business model, and completing the data interaction responsibilities with the actuarial system Prophet, the measurement platform, the accounting engine and other systems. The IFRS17 data processing platform mainly writes stored procedures based on the PostgreSQL relational database to complete the data processing of the IFRS17 basic business module; configures the stored procedures into modules and manually executes them by entering parameters every month; and manually completes data collection and notifications between system interactions. Up to now, the monthly settlement of the new life insurance standard has been running for several months, and in actual operation, it has also exposed problems that need to be improved: 1) The monthly settlement process is lengthy. The monthly settlement of the new standard requires a large number of system tasks to support it. The internal function points are subdivided from level 1 to level 4. Currently, there are more than 200 level 2 task nodes in operation, and there are many interactive links; there are dependent tasks that cannot be run in parallel; the rationality of some functions needs to be improved; 2) Over-reliance on manual operation. At present, the execution of system tasks, execution progress management, and execution result verification are operated and controlled manually, which consumes a lot of manpower and has operational risks; 3) Lack of data isolation. The system only supports the execution of data for a single period, which cannot meet the needs of cross-execution; it is easy for different sectors to use data from different periods. To this end, the present application provides a data isolation processing system and method to support dynamic parameters in data rule definition, so that the result data generated during task execution can be dynamically isolated. The following is a detailed description of the embodiment in conjunction with specific drawings.

[0047] refer to Figure 1 and Figure 2 , Figure 1 A structural block diagram of a data isolation processing system provided in an embodiment of the present application; Figure 2 A flowchart of the data isolation processing method provided in an embodiment of the present application.

[0048] exist Figure 1In the embodiment of the present application, a data isolation processing system is provided, including: a requirement rule configuration module, wherein:

[0049] The requirement rule configuration module includes:

[0050] The rule configuration unit is used to configure business requirements and demands into rules;

[0051] The isolation configuration unit is used to isolate and configure data.

[0052] In the above technical solution, by setting up a demand rule configuration module, the demand rule configuration module includes: a rule configuration unit, which is used to configure business needs and requirements according to rules; an isolation configuration unit, which is used to isolate and configure data; data and dependencies are automatically isolated according to the same account period and the same version, and dynamic parameters are supported in the data rule definition, so that the result data generated during task execution can achieve dynamic data isolation.

[0053] In a specific implementation scheme, the requirement rule configuration module further includes:

[0054] The task configuration unit is used to configure the system tasks.

[0055] In a specific implementation scheme, the requirement rule configuration module further includes:

[0056] The dependency configuration unit is used to configure the dependencies of system tasks.

[0057] In a specific implementation plan, task configuration mainly includes data processing rules, data verification rules, report file generation rules, and system exception verification rules.

[0058] Specifically, the demand rule configuration module should include the following functions: (1) business demand and demand realization rule configuration; (2) system task configuration, mainly including data processing rules, data verification rules, report file generation rules, and system exception verification rules; (3) task dependency configuration, after the dependency event is completed, the downstream task is started; (4) data isolation configuration, data and dependencies are automatically isolated according to the same account period and the same version. Data and dependencies are automatically isolated according to the same account period and the same version, and dynamic parameters are supported in the data rule definition, so that the result data generated during task execution can achieve dynamic data isolation.

[0059] In a specific implementation scheme, it also includes: a task flow scheduling configuration module, wherein:

[0060] The task flow scheduling configuration module includes:

[0061] The preliminary schedule generation unit is used to select a defined preset process template after the monthly settlement start time is determined, output the estimated time of tasks at all levels, and automatically generate a preliminary schedule;

[0062] The final version schedule generating unit is used to automatically generate a final version execution schedule after manually adjusting and confirming the tasks and time in the generated preliminary version schedule.

[0063] In a specific implementation scheme, the task flow scheduling configuration module further includes:

[0064] A task running unit, used to automatically run each task program according to the final version execution schedule;

[0065] The version updating unit is used to update the version of the preliminary execution schedule when the actual time consumption of the task program in the final execution schedule is better than expected.

[0066] In a specific implementation scheme, the task flow scheduling configuration module further includes:

[0067] The task execution recording unit is used to automatically record the task execution when an abnormality occurs during the task execution and the task is re-run.

[0068] Specifically, the task process scheduling configuration module includes the following functions: after the monthly settlement start time is determined, the system-defined preset process template is selected to output the estimated time for tasks at all levels and automatically generate a schedule; the tasks and time can be manually adjusted and confirmed, and the final execution plan is automatically generated; the system automatically runs each task program according to the final schedule; when the actual system time is better than expected, the schedule has a version update function; when an abnormality occurs during the task execution process and needs to be re-run, the system automatically records the execution.

[0069] In the above technical solution, the following are achieved: 1. Configurable process: Currently, the monthly settlement process mainly relies on manual scheduling and process production, which requires the cooperation of various business and IT personnel. Through process configuration, users can flexibly customize the monthly process according to different needs, thereby improving work efficiency and user experience; 2. Automatic execution of monthly settlement: Improve efficiency, reduce manual intervention of personnel, and complete the monthly settlement process quickly and accurately; reduce interference from human factors, avoid errors during manual operations, and improve data accuracy and consistency; reduce costs, save manpower and time costs, and can be automatically executed at a certain frequency within the specified time to ensure the timeliness and stability of the process; 3. Visualization of monthly settlement progress: The overall progress of the process can be monitored and controlled to improve the controllability of the process, and a process completion report can be provided to facilitate business management and decision-making.

[0070] In a specific implementation scheme, it also includes: a message warning module, wherein:

[0071] The message warning module includes:

[0072] Delay risk reminder unit, used to remind when there is a deviation between expected time and actual time;

[0073] The verification result reminder unit is used to remind when the verification result exceeds the threshold and is not within the expected range.

[0074] In a specific implementation scheme, the message warning module further includes:

[0075] The progress and exception reminder unit is used to remind when executing key progress and abnormal tasks.

[0076] Specifically, the functions of the message warning module include: (1) Delay risk reminder: a reminder is given when there is a deviation between the expected time and the actual time; (2) Verification result reminder: a reminder is given when the verification result exceeds the threshold and is not within the expected range; (3) Progress and exception reminder: a reminder is given for executing key progress and executing abnormal tasks. Message warning is realized, message reminder templates are uniformly managed, and message reminder templates are customized for different reminder contents. Message content is dynamically generated according to actual conditions. The interface customizes the message notification type, subject, and recipient, dynamically generates notification content information, and sends different warning reminders in real time.

[0077] exist Figure 2 The embodiment of the present application also provides a data isolation processing method, comprising the following steps:

[0078] Use the rule configuration unit to configure business requirements and needs into rules;

[0079] Using the task configuration unit to configure the system tasks;

[0080] Dependency configuration of system tasks is performed using dependency configuration units;

[0081] The data is isolated and configured using an isolation configuration unit.

[0082] In the above technical solution, by setting up a demand rule configuration module, the demand rule configuration module includes: a rule configuration unit, which is used to configure business needs and requirements according to rules; an isolation configuration unit, which is used to isolate and configure data; data and dependencies are automatically isolated according to the same account period and the same version, and dynamic parameters are supported in the data rule definition, so that the result data generated during task execution can achieve dynamic data isolation.

[0083] Those skilled in the art will appreciate that the present application may be implemented as a system, method or computer program product.

[0084] Therefore, the present disclosure may be specifically implemented in the following forms, namely: it may be completely hardware, it may be completely software (including firmware, resident software, microcode, etc.), or it may be a combination of hardware and software, generally referred to herein as a "circuit", "module" or "system". In addition, in some embodiments, the present application may also be implemented in the form of a computer program product in one or more computer-readable media, and the computer-readable medium may contain computer-readable program code.

[0085] Any combination of one or more computer-readable media can be used. Computer-readable media can be computer-readable signal media or computer-readable storage media. Computer-readable storage media can be, for example, but not limited to, electrical, magnetic, optical, electromagnetic, infrared, or semiconductor systems, devices or devices, or any combination of the above. More specific examples (non-exhaustive list) of computer-readable storage media include: electrical connections with one or more wires, portable computer disks, hard disks, random access memories (RAM), read-only memories (ROM), erasable programmable read-only memories (EPROM or flash memory), optical fibers, portable compact disk read-only memories (CD-ROM), optical storage devices, magnetic storage devices, or any suitable combination of the above. In this document, computer-readable storage media can be any tangible medium containing or storing a program, which can be used by an instruction execution system, device or device or used in combination with it.

[0086] Although the embodiments of the present application have been shown and described above, it is understood that the above embodiments are exemplary and cannot be understood as limiting the present application. A person of ordinary skill in the art can change, modify, replace and modify the above embodiments within the scope of the present application. On this basis, a variety of replacements and improvements can be made to the present application, all of which fall within the scope of protection of the present application.

Claims

1. A data isolation processing system, characterized in that: include: Demand rule configuration module, where: The requirement rule configuration module includes: The rule configuration unit is used to configure business requirements and demands into rules; The isolation configuration unit is used to isolate and configure data.

2. The data isolation processing system according to claim 1, characterized in that: The requirement rule configuration module also includes: The task configuration unit is used to configure the system tasks.

3. The data isolation processing system according to claim 2, characterized in that: The requirement rule configuration module also includes: The dependency configuration unit is used to configure the dependencies of system tasks.

4. The data isolation processing system according to claim 3, characterized in that: Task configuration mainly includes data processing rules, data verification rules, report file generation rules, and system exception verification rules.

5. The data isolation processing system according to claim 4, characterized in that: Also includes: Task flow scheduling configuration module, where: The task flow scheduling configuration module includes: The preliminary schedule generation unit is used to select a defined preset process template after the monthly settlement start time is determined, output the estimated time of tasks at all levels, and automatically generate a preliminary schedule; The final version schedule generating unit is used to automatically generate a final version execution schedule after manually adjusting and confirming the tasks and time in the generated preliminary version schedule.

6. The data isolation processing system according to claim 5, characterized in that: The task flow scheduling configuration module also includes: A task running unit, used to automatically run each task program according to the final version execution schedule; The version updating unit is used to update the version of the preliminary execution schedule when the actual time consumption of the task program in the final execution schedule is better than expected.

7. The data isolation processing system according to claim 6, characterized in that: The task flow scheduling configuration module also includes: The task execution recording unit is used to automatically record the task execution when an abnormality occurs during the task execution and the task is re-run.

8. The data isolation processing system according to claim 7, characterized in that: Also includes: Message warning module, including: The message warning module includes: Delay risk reminder unit, used to remind when there is a deviation between expected time and actual time; The verification result reminder unit is used to remind when the verification result exceeds the threshold and is not within the expected range.

9. The data isolation processing system according to claim 8, characterized in that: The message warning module also includes: The progress and exception reminder unit is used to remind when executing key progress and abnormal tasks.

10. A data isolation processing method, characterized in that: The following steps are involved: Use the rule configuration unit to configure business requirements and needs into rules; Using the task configuration unit to configure the system tasks; Dependency configuration of system tasks is performed using dependency configuration units; The data is isolated and configured using an isolation configuration unit.

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