Contract generation method and system based on business data, terminal and storage medium
Through an automated contract generation method, precompiled contract templates and business data are used to solve the problem of cumbersome manual operations in the traditional contract generation process, improving efficiency and accuracy, and reducing costs and legal risks.
Patent Information
- Application Number
- CN202411176668.1
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-26
- Publication Date
- 2025-01-10
AI Technical Summary
The existing contract generation and management process is cumbersome, involving multiple intensive manual operations, resulting in information errors, delays in approval, high operating costs and low efficiency.
Provide a contract generation method based on business data, which automatically obtains and parses business data by pre-compiling contract templates, generates contract files, and creates and sorts review tasks to reduce manual intervention.
It greatly reduces manual intervention and error rates, improves contract generation and audit efficiency, reduces operating costs, and enhances compliance and customer experience.
Smart Images

Figure CN119293141A_ABST
Abstract
Description
Technical Field
[0001] The present invention belongs to the field of data processing technology, and specifically relates to a contract generation method, system, terminal and storage medium based on business data. Background Art
[0002] The current contract generation and management process is relatively traditional and cumbersome, mainly including offline manual contract filling, offline level-by-level contract approval, and finally uploading the contract document to the database for electronic backup. This process involves intensive manual operations in multiple links, which are specifically reflected in the following aspects: Data collection and organization: First, it is necessary to manually collect various information required for the contract, such as basic information of both parties, contract terms, transaction details, etc. This step is often time-consuming and prone to information omissions or errors due to human factors.
[0003] Contract drafting: After data collection is completed, professionals need to manually draft the contract text based on the collected information. This process not only requires the drafter to have extensive legal knowledge and business understanding, but also to ensure that the contract terms are accurate to avoid subsequent legal risks.
[0004] Offline approval process: After the contract is drafted, it needs to go through multiple levels of offline approval process, including review by department heads, legal departments and even senior management. Modification opinions may be generated at each stage, resulting in repeated revisions and re-reviews of the contract, which greatly prolongs the contract signing cycle.
[0005] Contract printing and signing: After approval, the contract needs to be printed out and then physically signed or stamped by representatives of both parties or multiple parties. This process is also time-consuming and requires ensuring the authenticity and validity of the signatures.
[0006] Electronic backup: The signed contract needs to be manually uploaded to the database for electronic backup to facilitate subsequent query and management. However, the manual upload process may result in problems such as irregular file naming and confusing storage locations, which may cause inconvenience to subsequent retrieval and maintenance.
[0007] In summary, this traditional way of contract generation and management not only consumes a lot of human and material resources and increases the operating costs of enterprises, but also easily causes information errors, approval delays and other problems due to the uncontrollability of manual operations, which in turn affects the operating efficiency and customer satisfaction of enterprises. Therefore, many companies have begun to explore and introduce automated and intelligent contract management systems to optimize the contract generation and management process and improve efficiency and accuracy. Summary of the invention
[0008] In view of the above-mentioned deficiencies in the prior art, the present invention provides a contract generation method, system, terminal and storage medium based on business data to solve the above-mentioned technical problems.
[0009] In a first aspect, the present invention provides a method for generating a contract based on business data, comprising: Compile corresponding contract templates for various business types in advance; Based on the contract generation request, obtain business data from the business management system, and obtain the target business type by parsing the business data; Retrieve the corresponding target contract template based on the target business type; Importing the business data into the target contract template to obtain a contract document; Create an audit task for the contract document and send the audit task to the audit channel.
[0010] In an optional embodiment, the method further comprises: Create a project in the business management system, the project including executor information, project name and business process; The execution process data of the project is saved as business data in a data list of the project.
[0011] In an optional implementation, based on the contract generation request, obtaining business data from the business management system, and obtaining the target business type by parsing the business data include: Extracting executor information, project name and process name from the contract generation request; Based on the executor information, project name and process name, query the target project and the target process segment under the target project from the business management system; Extract business data of target process segment; Based on the preset correspondence between the project, process and business type, as well as the target project and the target process segment, the target business type is acquired.
[0012] In an optional implementation, creating a review task for the contract document and sending the review task to a review channel includes: Mark the review tasks with the corresponding priority according to the pre-set project priority; Acquire the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; Sort the review tasks in the review channel by priority.
[0013] In a second aspect, the present invention provides a contract generation system based on business data, comprising: Template compilation module, used to compile corresponding contract templates for various business types in advance; A data parsing module, used to generate a request based on the contract, obtain business data from the business management system, and obtain a target business type by parsing the business data; The template acquisition module is used to retrieve the corresponding target contract template based on the target business type; A data import module, used to import the business data into the target contract template to obtain a contract document; The audit management module is used to create an audit task for the contract document and send the audit task to the audit channel.
[0014] In an optional embodiment, the system further includes: A business management module is used to create a project in the business management system, wherein the project includes executor information, project name and business process; The data storage module is used to save the execution process data of the project as business data in the data list of the project.
[0015] In an optional implementation, the data parsing module includes: A request processing unit, used to extract executor information, project name and process name from the contract generation request; A target query unit, used to query a target project and a target process segment under the target project from a business management system based on the executor information, project name and process name; A data acquisition unit, used to extract business data of a target process segment; The type parsing unit is used to obtain the target business type based on the preset correspondence between the project, process and business type, as well as the target project and the target process segment.
[0016] In an optional implementation, the audit management module includes: A level marking unit is used to mark the corresponding priority level for the audit task according to the preset project priority level; A task sending unit, used to obtain the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; The task sorting unit is used to sort the audit tasks in the audit channel according to their priority.
[0017] In a third aspect, a terminal is provided, including: processor, memory, wherein: The memory is used to store computer programs. The processor is used to call and run the computer program from the memory, so that the terminal executes the above-mentioned terminal method.
[0018] In a fourth aspect, a computer storage medium is provided, wherein the computer-readable storage medium stores instructions, and when the computer-readable storage medium is run on a computer, the computer executes the methods described in the above aspects.
[0019] The beneficial effect of the present invention is that the business data-based contract generation method, system, terminal and storage medium provided by the present invention can automatically capture relevant signing data and generate a complete lease signing contract through a preset contract template and parameter configuration, thereby greatly reducing manual intervention and error rate.
[0020] In addition, the invention has a reliable design principle, a simple structure and a very broad application prospect. BRIEF DESCRIPTION OF THE DRAWINGS
[0021] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, for ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.
[0022] Figure 1 is a schematic flow chart of a method according to an embodiment of the present invention.
[0023] Figure 2 is another schematic flow chart of a method according to an embodiment of the present invention.
[0024] Figure 3 is a schematic block diagram of a system according to an embodiment of the present invention.
[0025] Figure 4 A schematic diagram of the structure of a terminal provided by an embodiment of the present invention. DETAILED DESCRIPTION
[0026] In order to enable those skilled in the art to better understand the technical solutions in the present invention, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings 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 should fall within the scope of protection of the present invention.
[0027] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by those skilled in the art of the present invention. The terms used in the specification of the present invention herein are only for the purpose of describing specific embodiments and are not intended to limit the present invention.
[0028] The business data-based contract generation method provided in the embodiment of the present invention is executed by a computer device, and accordingly, the business data-based contract generation system runs in the computer device.
[0029] Figure 1 is a schematic flow chart of a method according to an embodiment of the present invention. Figure 1 The execution subject may be a contract generation system based on business data. According to different requirements, the order of the steps in the flowchart may be changed, and some may be omitted.
[0030] like Figure 1 As shown, the method includes: Step 110, pre-compile corresponding contract templates for various business types; Step 120, based on the contract generation request, obtain business data from the business management system, and obtain the target business type by parsing the business data; Step 130, retrieve the corresponding target contract template based on the target business type; Step 140, importing the business data into the target contract template to obtain a contract document; Step 150, creating an audit task for the contract document and sending the audit task to the audit channel.
[0031] To facilitate understanding of the present invention, the following further describes the method for generating a contract based on business data provided by the present invention based on the principle of the method for generating a contract based on business data in combination with the process of generating a contract in the embodiment.
[0032] For details, please refer to Figure 2 ,The contract generation methods based on business data include: S1. Compile corresponding contract templates for various business types in advance.
[0033] Carefully design and compile corresponding contract templates for a wide range of business types (including but not limited to sales contracts, procurement contracts, service contracts, lease contracts, etc.) in advance. These templates not only comply with industry norms and legal and regulatory requirements, but are also customized according to business needs to ensure the accuracy and flexibility of the content. At the same time, establish a template update mechanism to respond to changes in laws and policies or adjustments to business models.
[0034] S2. Create a project in the business management system, wherein the project includes executor information, project name, and business process; and save the execution process data of the project as business data in a data list of the project.
[0035] In the integrated business management system, users can easily create new projects, enter detailed information about the executor (including name, position, contact information, etc.), project name, and detailed business process steps. The system automatically saves key data (such as contract amount, delivery date, customer information, etc.) during the project execution as business data in a project-specific data list, realizing centralized data management and rapid retrieval.
[0036] S3. Based on the contract generation request, obtain business data from the business management system, and obtain the target business type by parsing the business data.
[0037] Extract the executor information, project name and process name from the contract generation request; query the target project and the target process segment under the target project from the business management system based on the executor information, project name and process name; extract the business data of the target process segment; obtain the target business type based on the pre-set correspondence between the project, process and business type, as well as the target project and the target process segment.
[0038] After receiving the contract generation request, the system first pulls the relevant business data from the business management system through the API interface. Then, it uses advanced natural language processing (NLP) technology to parse the executor information, project name and process name in the request, and accurately locates the target project and the specific process segment under the project. Then, it extracts the business data of the process segment, and with the help of the preset mapping relationship between projects, processes and business types, it intelligently identifies the target business type, providing an accurate basis for the selection of subsequent contract templates.
[0039] S4. Retrieve the corresponding target contract template based on the target business type.
[0040] Based on the target business type determined in step S3, the system automatically retrieves the corresponding target contract template from the contract template library. This process ensures that the contract template is highly matched with the business requirements and improves the efficiency and accuracy of contract generation.
[0041] S5. Import the business data into the target contract template to obtain a contract document.
[0042] The business data extracted in step S2 is automatically filled into the target contract template selected in step S4 to generate a preliminary contract document. The system supports data verification to ensure that the filled data is accurate. Subsequently, the user can further edit the contract content as needed until satisfied and save it as a formal contract document.
[0043] S6. Create an audit task for the contract document and send the audit task to the audit channel.
[0044] Mark the audit task with a corresponding priority level according to the pre-set project priority level; obtain the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; sort the audit tasks in the audit channel according to the priority level.
[0045] Create independent review tasks for generated contract documents, and automatically assign corresponding priorities to review tasks based on pre-set project priorities. The system automatically captures the reviewer information corresponding to the project from the business management system, including the reviewer's name, email address, review channel, etc., and then accurately pushes the review task to the review channel of the corresponding reviewer. Within the review channel, the system will intelligently sort tasks according to their priorities to ensure that high-priority tasks are processed first, effectively improving the efficiency and quality of contract review. At the same time, the system supports review status tracking and feedback functions, so that project executors can understand the progress of contract review in a timely manner.
[0046] The advantages of the present invention are as follows: High degree of automation: Through preset contract templates and parameter configurations, the system can automatically capture relevant contract data and generate a complete lease contract, greatly reducing manual intervention and error rates.
[0047] Improve work efficiency: Traditionally, the signing of a contract requires multiple manual steps, including data collection, contract drafting, and review. However, with this patented technology, these steps can be completed automatically, significantly improving work efficiency.
[0048] Reduce operating costs: Automated contract management reduces manpower input and reduces the operating costs of enterprises. At the same time, since human errors are reduced, legal risks and disputes that may arise from contract errors are also avoided.
[0049] Enhanced compliance: Through systematic contract management, the compliance and consistency of contracts can be ensured, avoiding risks caused by inconsistent or omitted contract terms.
[0050] Improve customer experience: For both parties of the lease, this automated signing method is more convenient and efficient, improving customer experience and satisfaction.
[0051] In some embodiments, the business data-based contract generation system may include multiple functional modules composed of computer program segments. The computer program of each program segment in the business data-based contract generation system may be stored in a memory of a computer device and executed by at least one processor to perform (see Figure 1 Description) Function to generate contracts based on business data.
[0052] In this embodiment, the contract generation system based on business data can be divided into multiple functional modules according to the functions it performs, such as Figure 3 As shown. The functional modules of the system 300 may include: a template compilation module 310, a data parsing module 320, a template acquisition module 330, a data import module 340, and an audit management module 350. The module referred to in the present invention refers to a series of computer program segments that can be executed by at least one processor and can complete fixed functions, which are stored in a memory. In this embodiment, the functions of each module will be described in detail in subsequent embodiments.
[0053] Template compilation module, used to compile corresponding contract templates for various business types in advance; A data parsing module, used to generate a request based on the contract, obtain business data from the business management system, and obtain a target business type by parsing the business data; The template acquisition module is used to retrieve the corresponding target contract template based on the target business type; A data import module, used to import the business data into the target contract template to obtain a contract document; The audit management module is used to create an audit task for the contract document and send the audit task to the audit channel.
[0054] Optionally, as an embodiment of the present invention, the system further includes: A business management module is used to create a project in the business management system, wherein the project includes executor information, project name and business process; The data storage module is used to save the execution process data of the project as business data in the data list of the project.
[0055] Optionally, as an embodiment of the present invention, the data parsing module includes: A request processing unit, used to extract executor information, project name and process name from the contract generation request; A target query unit, used to query a target project and a target process segment under the target project from a business management system based on the executor information, project name and process name; A data acquisition unit, used to extract business data of a target process segment; The type parsing unit is used to obtain the target business type based on the preset correspondence between the project, process and business type, as well as the target project and the target process segment.
[0056] Optionally, as an embodiment of the present invention, the audit management module includes: A level marking unit is used to mark the corresponding priority level for the audit task according to the preset project priority level; A task sending unit, used to obtain the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; The task sorting unit is used to sort the audit tasks in the audit channel according to their priority.
[0057] Figure 4 The present invention provides a schematic diagram of the structure of a terminal 400 provided in an embodiment of the present invention. The terminal 400 can be used to execute the contract generation method based on business data provided in an embodiment of the present invention.
[0058] The terminal 400 may include: a processor 410, a memory 420 and a communication unit 430. These components communicate via one or more buses. Those skilled in the art will appreciate that the server structure shown in the figure does not limit the present invention, and it may be a bus structure or a star structure, and may include more or fewer components than shown in the figure, or combine certain components, or arrange the components differently.
[0059] The memory 420 can be used to store the execution instructions of the processor 410, and the memory 420 can be implemented by any type of volatile or non-volatile storage terminal or a combination thereof, such as static random access memory (SRAM), electrically erasable programmable read-only memory (EEPROM), erasable programmable read-only memory (EPROM), programmable read-only memory (PROM), read-only memory (ROM), magnetic memory, flash memory, magnetic disk or optical disk. When the execution instructions in the memory 420 are executed by the processor 410, the terminal 400 can perform some or all of the steps in the following method embodiments.
[0060] The processor 410 is the control center of the storage terminal, and uses various interfaces and lines to connect various parts of the entire electronic terminal. It runs or executes software programs and / or modules stored in the memory 420, and calls data stored in the memory to perform various functions of the electronic terminal and / or process data. The processor can be composed of an integrated circuit (IC), for example, it can be composed of a single packaged IC, or it can be composed of multiple packaged ICs with the same or different functions. For example, the processor 410 can include only a central processing unit (CPU). In the embodiment of the present invention, the CPU can be a single computing core or multiple computing cores.
[0061] The communication unit 430 is used to establish a communication channel so that the storage terminal can communicate with other terminals, receive user data sent by other terminals or send user data to other terminals.
[0062] The present invention also provides a computer storage medium, wherein the computer storage medium may store a program, and when the program is executed, the program may include some or all of the steps in each embodiment provided by the present invention. The storage medium may be a magnetic disk, an optical disk, a read-only memory (ROM) or a random access memory (RAM).
[0063] Therefore, the present invention can automatically capture relevant signing data and generate a complete lease signing contract through preset contract templates and parameter configurations, greatly reducing manual intervention and error rates. The technical effects that can be achieved by this embodiment can be found in the description above and will not be repeated here.
[0064] Those skilled in the art can clearly understand that the technology in the embodiments of the present invention can be implemented by means of software plus a necessary general hardware platform. Based on this understanding, the technical solution in the embodiments of the present invention, in essence or in other words, the part that contributes to the prior art, can be embodied in the form of a software product, which is stored in a storage medium such as a USB flash drive, a mobile hard disk, a read-only memory (ROM), a random access memory (RAM), a disk or an optical disk, and other media that can store program codes, including several instructions for enabling a computer terminal (which can be a personal computer, a server, or a second terminal, a network terminal, etc.) to execute all or part of the steps of the methods described in each embodiment of the present invention.
[0065] In this specification, the same or similar parts between the various embodiments can be referred to each other. In particular, for the terminal embodiment, since it is basically similar to the method embodiment, the description is relatively simple, and the relevant parts can be referred to the description in the method embodiment.
[0066] In the several embodiments provided by the present invention, it should be understood that the disclosed systems and methods can be implemented in other ways. For example, the system embodiments described above are only schematic. For example, the division of the modules is only a logical function division. There may be other division methods in actual implementation, such as multiple modules or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some interfaces, indirect coupling or communication connection of systems or modules, which can be electrical, mechanical or other forms.
[0067] The modules described as separate components may or may not be physically separated, and the components shown as modules may or may not be physical modules, that is, they may be located in one place or distributed on multiple network modules. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
[0068] In addition, each functional module in each embodiment of the present invention may be integrated into one processing module, or each module may exist physically separately, or two or more modules may be integrated into one module.
[0069] Although the present invention has been described in detail with reference to the accompanying drawings and in combination with the preferred embodiments, the present invention is not limited thereto. Without departing from the spirit and essence of the present invention, a person of ordinary skill in the art may make various equivalent modifications or substitutions to the embodiments of the present invention, and these modifications or substitutions shall be within the scope of the present invention. Any person of ordinary skill in the art may easily think of changes or substitutions within the technical scope disclosed by the present invention, and these shall be within the scope of protection of the present invention.
Claims
1. A contract generation method based on business data, characterized in that: include: Compile corresponding contract templates for various business types in advance; Based on the contract generation request, obtain business data from the business management system, and obtain the target business type by parsing the business data; Retrieve the corresponding target contract template based on the target business type; Importing the business data into the target contract template to obtain a contract document; Create an audit task for the contract document and send the audit task to the audit channel.
2. The method according to claim 1, characterized in that The method further comprises: Create a project in the business management system, the project including executor information, project name and business process; The execution process data of the project is saved as business data in a data list of the project.
3. The method according to claim 2, characterized in that Based on the contract generation request, business data is obtained from the business management system, and the target business type is obtained by parsing the business data, including: Extracting executor information, project name and process name from the contract generation request; Based on the executor information, project name and process name, query the target project and the target process segment under the target project from the business management system; Extract business data of target process segment; Based on the preset correspondence between the project, process and business type, as well as the target project and the target process segment, the target business type is acquired.
4. The method according to claim 1, characterized in that Creating an audit task for the contract document and sending the audit task to the audit channel, including: Mark the review tasks with the corresponding priority according to the pre-set project priority; Acquire the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; Sort the review tasks in the review channel by priority.
5. A contract generation system based on business data, characterized in that: include: Template compilation module, used to compile corresponding contract templates for various business types in advance; A data parsing module, used to generate a request based on the contract, obtain business data from the business management system, and obtain a target business type by parsing the business data; The template acquisition module is used to retrieve the corresponding target contract template based on the target business type; A data import module, used to import the business data into the target contract template to obtain a contract document; The audit management module is used to create an audit task for the contract document and send the audit task to the audit channel.
6. The system according to claim 5, characterized in that The system further comprises: A business management module is used to create a project in the business management system, wherein the project includes executor information, project name and business process; The data storage module is used to save the execution process data of the project as business data in the data list of the project.
7. The system according to claim 6, characterized in that The data parsing module comprises: A request processing unit, used to extract executor information, project name and process name from the contract generation request; A target query unit, used to query a target project and a target process segment under the target project from a business management system based on the executor information, project name and process name; A data acquisition unit, used to extract business data of a target process segment; The type parsing unit is used to obtain the target business type based on the preset correspondence between the project, process and business type, as well as the target project and the target process segment.
8. The system according to claim 5, characterized in that The audit management module includes: A level marking unit is used to mark the corresponding priority level for the audit task according to the preset project priority level; A task sending unit, used to obtain the auditor information corresponding to the project from the business system, and send the audit task to the audit channel corresponding to the auditor information; The task sorting unit is used to sort the audit tasks in the audit channel according to their priority.
9. A terminal, characterized in that: include: A memory, used for storing a contract generation program based on business data; A processor is used to implement the steps of the contract generation method based on business data as described in any one of claims 1 to 4 when executing the contract generation program based on business data.
10. A computer-readable storage medium storing a computer program, characterized in that: The readable storage medium stores a contract generation program based on business data, and when the contract generation program based on business data is executed by a processor, the steps of the contract generation method based on business data as described in any one of claims 1 to 4 are implemented.