Cost application initiating and auditing method and device, equipment and storage medium

Abstract

The invention relates to the technical field of process management, in particular to a cost application initiating and auditing method and device, equipment and a storage medium. The expense application initiating and auditing method comprises the following steps: acquiring expense application information initiated by a user, and generating an expense application form according to the expense application information; according to a pre-established auditing rule, establishing an auditing process for the expense application form, and according to the auditing process, forming to-be-audited information; obtaining all to-be-audited information, and classifying all to-be-audited information to obtain a plurality of to-be-audited data sets; and outputting the to-be-audited data set to obtain a plurality of audit results, and updating the audit process according to the audit results. According to the cost application initiating and auditing method, by automatically generating the cost application form and establishing the auditing process, the problems that the cost application is long in period, slow in processing and not timely in response can be effectively solved.

Description

Technical Field

[0001] The present invention relates to the technical field of process management, and in particular to a method, device, equipment and storage medium for initiating and reviewing expense applications. Background Art

[0002] The expense application system used by existing express delivery companies has problems with incomplete functions. Distribution and outlets can only apply for expense items on waybills and view the application history, but cannot review and track the expense application status of outlets, let alone view more detailed expense details and processing status. There are problems such as long expense application cycle, slow processing, and untimely response. For example, the expenses applied by drivers or secondary outlets under their jurisdiction cannot be obtained by the superior department in a timely manner, let alone reviewed in a timely manner. Unless they actively inquire through other means, they will not be notified of the expense review results in a timely manner.

[0003] It can be seen that the existing technology still needs to be improved and enhanced. Summary of the invention

[0004] In view of the above-mentioned deficiencies in the prior art, the purpose of the present invention is to provide a method, device, equipment and storage medium for initiating and reviewing expense applications, aiming to solve the technical problems in the prior art of long expense application cycle, slow processing and untimely response.

[0005] In order to achieve the above object, the present invention adopts the following technical solutions:

[0006] The first aspect of the present invention provides a method for initiating and reviewing expense applications, comprising the following steps: obtaining expense application information initiated by a user, and generating an expense application form based on the expense application information; establishing an audit process for the expense application form based on pre-established audit rules, and forming information to be reviewed based on the audit process; obtaining all information to be reviewed, classifying all information to be reviewed, and obtaining multiple data sets to be reviewed; outputting the data sets to be reviewed to obtain multiple audit results, and updating the audit process based on the audit results.

[0007] Optionally, in a first implementation method of the first aspect of the present invention, the step of obtaining fee application information initiated by a user and generating a fee application form based on the fee application information specifically includes: obtaining fee application information initiated by a user, and extracting keywords in the fee application information using natural language processing technology; establishing an application list template, and determining a mapping relationship between each field in the application list template and the keywords; matching the extracted keywords with the fields in the application list template based on the mapping relationship, and filling in the successfully matched keywords into the corresponding fields according to the template format to form a fee application form.

[0008] Optionally, in a second implementation method of the first aspect of the present invention, the extracted keywords are matched with the fields in the application list template according to the mapping relationship, and the successfully matched keywords are filled in the corresponding fields according to the template format to form a fee application form, which specifically includes: according to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the successfully matched keywords are filled in the corresponding fields according to the application list template format to obtain a first application form; the first application form is checked, the abnormal fields and blank fields found are marked, and a second application form is obtained; the second application form is output to obtain a correction result, and a fee application form is formed according to the correction result.

[0009] Optionally, in a third implementation method of the first aspect of the present invention, an audit process for the expense application form is established according to pre-established audit rules, and information to be audited is formed according to the audit process, specifically including: obtaining permission information of each user, and establishing audit rules according to the permission information; extracting the initiator information in the expense application form, and establishing an audit process for the expense application form according to the initiator information and the audit rules; splitting the audit process to form multiple nodes, and forming information to be audited according to each node.

[0010] Optionally, in a fourth implementation method of the first aspect of the present invention, the obtaining of permission information of each user and establishing audit rules based on the permission information specifically include: obtaining the permission information and department information of each user, performing correlation analysis on each user based on the permission information and department information to obtain correlation data; obtaining historical audit data of each user, using a collaborative filtering recommendation algorithm to calculate the audit recommendation index of each user for each type of expense application based on the historical audit data; obtaining the audit recommendation index, and establishing audit rules based on the audit recommendation index and the correlation data.

[0011] Optionally, in a fifth implementation of the first aspect of the present invention, the obtaining of all information to be reviewed, classifying all information to be reviewed, and obtaining multiple data sets to be reviewed specifically include: obtaining all information to be reviewed, extracting reviewer information and project information in the information to be reviewed, and classifying all information to be reviewed according to the reviewer information to form multiple user data sets; using a classification algorithm to classify multiple information to be reviewed under the same user data set according to the project information to form multiple sub-data sets; and sorting multiple information to be reviewed under the same sub-data set according to the importance and urgency of the information to be reviewed.

[0012] Optionally, in a sixth implementation method of the first aspect of the present invention, the data set to be reviewed is output to obtain multiple review results, and the review process is updated according to the review results, specifically including: obtaining the reviewer information in the data set to be reviewed, and outputting the data set to be reviewed according to the reviewer information to obtain multiple review results; if the review result is passed, outputting the data set to be reviewed to the next level reviewer according to the review process; if the review result is rejected, outputting a rejection notice to the user who initiated the fee application information; updating the status of the review process according to the review result, obtaining all review results, and using a machine learning model to analyze all review results to obtain a problem summary analysis result.

[0013] The second aspect of the present invention provides a device for initiating and reviewing expense applications, including: a generation module, used to obtain expense application information initiated by a user, and generate an expense application form based on the expense application information; an establishment module, used to establish an audit process for the expense application form based on pre-established audit rules, and form information to be reviewed based on the audit process; a classification module, used to obtain all information to be reviewed, classify all information to be reviewed, and obtain multiple data sets to be reviewed; an output module, used to output the data sets to be reviewed to obtain multiple audit results, and update the audit process based on the audit results.

[0014] Optionally, in a first implementation method of the second aspect of the present invention, the generation module includes: an extraction sub-module, used to obtain the fee application information initiated by the user, and use natural language processing technology to extract keywords in the fee application information; a construction sub-module, used to establish an application list template, and determine the mapping relationship between each field in the application list template and the keywords; a matching sub-module, used to match the extracted keywords with the fields in the application list template according to the mapping relationship, and fill in the successfully matched keywords into the corresponding fields according to the template format to form a fee application form.

[0015] Optionally, in a second implementation of the second aspect of the present invention, the matching submodule includes: a matching unit, used to match the extracted keywords with the fields in the application list template according to the mapping relationship, and fill the successfully matched keywords into the corresponding fields according to the application list template format to obtain a first application form; an inspection unit, used to inspect the first application form, mark the abnormal fields and blank fields found in the inspection, and obtain a second application form; a correction unit, used to output the second application form to obtain a correction result, and form a fee application form according to the correction result.

[0016] Optionally, in a third implementation method of the second aspect of the present invention, the establishment module includes: an establishment sub-module, used to obtain the authority information of each user, and establish audit rules based on the authority information; a generation sub-module, used to extract the initiator information in the expense application form, and establish an audit process for the expense application form based on the initiator information and the audit rules; a splitting sub-module, used to split the audit process to form multiple nodes, and form information to be audited according to each node.

[0017] Optionally, in a fourth implementation method of the second aspect of the present invention, the establishing submodule includes: an association unit, used to obtain the authority information and department information of each user, and perform association analysis on each user based on the authority information and department information to obtain correlation data; a calculation unit, used to obtain the historical audit data of each user, and adopt a collaborative filtering recommendation algorithm to calculate the audit recommendation index of each user for each type of expense application based on the historical audit data; an establishment unit, used to obtain the audit recommendation index, and establish audit rules based on the audit recommendation index and the correlation data.

[0018] Optionally, in a fifth implementation of the second aspect of the present invention, the classification module includes: a classification unit, used to obtain all information to be reviewed, extract reviewer information and project information in the information to be reviewed, and classify all information to be reviewed according to the reviewer information to form multiple user data sets; a classification unit, used to adopt a classification algorithm to classify multiple information to be reviewed under the same user data set according to the project information to form multiple sub-data sets; a sorting unit, used to sort the multiple information to be reviewed under the same sub-data set according to the importance and urgency of the information to be reviewed.

[0019] Optionally, in a sixth implementation of the second aspect of the present invention, the output module includes: a first output unit, used to obtain the reviewer information in the data set to be reviewed, and output the data set to be reviewed according to the reviewer information to obtain multiple review results; a second output unit, used to output the data set to be reviewed to the next level reviewer according to the review process if the review result is passed; a third output unit, used to output a rejection notice to the user who initiated the fee application information if the review result is rejected; an analysis unit, used to update the status of the review process according to the review result, obtain all review results, and use a machine learning model to analyze all review results to obtain a problem summary analysis result.

[0020] The third aspect of the present invention provides a device for initiating and reviewing expense applications, comprising a memory and at least one processor, wherein the memory stores computer-readable instructions; the at least one processor calls the computer-readable instructions in the memory to execute the various steps of the expense application initiation and review method as described above.

[0021] A fourth aspect of the present invention provides a computer-readable storage medium having computer-readable instructions stored thereon, which, when executed by a processor, implement the various steps of the expense application initiation and review method as described above.

[0022] Beneficial effect: The present invention provides a method for initiating and reviewing expense applications, which first obtains expense application information initiated by a user, generates an expense application form according to the expense application information, thereby improving the speed of generating the expense application form; then, according to a pre-established review rule, establishes a review process for the expense application form, forms information to be reviewed according to the review process, and automatically forms information to be reviewed for different reviewers through the review process, thereby improving the speed of information delivery; then, by obtaining all information to be reviewed, classifies all information to be reviewed, thereby obtaining multiple data sets to be reviewed, and the classified data are then output to the corresponding users, which can reduce the frequency of information output and allow users to better view the items to be reviewed; finally, the data sets to be reviewed are output to obtain multiple review results, and the review process is updated according to the review results, so that users can timely understand the review progress, shorten the entire expense application cycle, and process faster and respond more promptly. BRIEF DESCRIPTION OF THE DRAWINGS

[0023] Figure 1 A first flow chart of a method for initiating and reviewing expense application provided in an embodiment of the present invention;

[0024] Figure 2 A second flow chart of the fee application initiation and review method provided in an embodiment of the present invention;

[0025] Figure 3 A third flow chart of the method for initiating and reviewing expense application provided in an embodiment of the present invention;

[0026] Figure 4 A fourth flow chart of the method for initiating and reviewing expense application provided in an embodiment of the present invention;

[0027] Figure 5 A fifth flow chart of the fee application initiation and review method provided in an embodiment of the present invention;

[0028] Figure 6 A sixth flow chart of the fee application initiation and review method provided by the embodiment of the present invention;

[0029] Figure 7 A seventh flow chart of the fee application initiation and review method provided in an embodiment of the present invention;

[0030] Figure 8 A schematic diagram of a structure of a device for initiating and reviewing expense application provided by an embodiment of the present invention;

[0031] Fig. 9 Another structural schematic diagram of the expense application initiation and review device provided by the embodiment of the present invention;

[0032] Fig.10 A schematic diagram of the structure of a device for initiating and reviewing expense applications provided in an embodiment of the present invention. DETAILED DESCRIPTION

[0033] The present invention provides a method, device, equipment and storage medium for initiating and reviewing expense applications. The present invention first obtains the expense application information initiated by the user, generates an expense application form according to the expense application information; then establishes an audit process for the expense application form according to the pre-established audit rules, and forms information to be reviewed according to the audit process; then obtains all the information to be reviewed, classifies all the information to be reviewed, and obtains multiple data sets to be reviewed; finally, the data sets to be reviewed are output to obtain multiple audit results, and the audit process is updated according to the audit results. It effectively solves the pain points of the existing system, such as the complex operation scenarios of the expense application initiation of users such as distribution, outlets, and franchisees, and the inconvenience of application and review. The operation of expense review and expense initiation are integrated, and users can conduct timely review and tracking through the system, and can also receive message notifications in time when the expense application initiated by themselves is reviewed, which greatly shortens the review processing cycle and improves work efficiency.

[0034] 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.

[0035] For ease of understanding, the specific process of the embodiment of the present invention is described below. Figure 1The first embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0036] S101. Obtain the fee application information initiated by the user, and generate a fee application form according to the fee application information;

[0037] In order to improve the efficiency and accuracy of filling out expense application forms, users can input expense application information in natural language. After obtaining the expense application information, the system can parse the expense application information and fill it into the expense application form template to complete automatic filling.

[0038] Specifically, the expense application form usually includes the following types: warehousing fees, upstairs fees, multiple delivery fees, storage fees, unpacking and counting fees, out-of-area / blind area fees, transfer and return fees, cargo release service fees, major customer freight, dedicated line fees, dedicated line transportation fees, over-standard delivery fees, etc. When entering the expense application information in natural language, the waybill number, application outlet, fee amount, etc. should also be included.

[0039] S102. According to the pre-established audit rules, establish an audit process for the expense application form, and form the information to be audited according to the audit process;

[0040] Different types of expense applications, expense applications initiated by different users, and different expense amounts all need to be reviewed by different departments. For example, for expense applications with excessively large amounts, multiple superior departments are required to review them in turn; for another example, if the expense application involves multiple departments, multiple departments are required to jointly review it. Through pre-established review rules, there is no need for the initiator of the expense application to manually add all associated reviewers, which can avoid the problem of incorrect reviewer selection and omission of reviewers. For users who do not understand the review system, the system can automatically select reviewers, which can effectively improve the speed of filling out expense application forms and establishing review processes. In actual use, users can also manually add additional reviewers, or modify the reviewers automatically selected by the system.

[0041] S103. Obtain all pending information, classify all pending information, and obtain multiple pending data sets;

[0042] In order to better display the information that needs to be reviewed to different users, in this step, all the information to be reviewed is first obtained and classified, and the information to be reviewed is classified and stored according to different users to form a data set to be reviewed. The data set to be reviewed is then output and displayed to the user, so as to avoid outputting information to be reviewed that is not related to the user.

[0043] Specifically, the system supports data display according to two types: "need my approval" and "I applied for". Users can also quickly filter out the data of interest based on the current status (pending review, reviewed, etc.). Users can view the review details by clicking on the output information to be reviewed. The review details usually consist of basic information (waybill number, application time, application outlet, first-level outlet, application outlet province, fee items, settlement weight, fee amount, payment outlet, first-level outlet, payment outlet province, processor, processing time, processing status, processing instructions, application instructions) and attachment information.

[0044] S104. Output the data set to be audited to obtain multiple audit results, and update the audit process according to the audit results.

[0045] After the data set to be reviewed is output to the reviewer, the reviewer will receive the information to be reviewed, prompting the reviewer to check and review through the system, thereby improving the response speed. The reviewer checks the expense application form through the information to be reviewed and gives the review result for the application form, which includes approval and rejection. After receiving the review result from the user, the system updates the status of the review process according to the review result, so that the initiator and the reviewer can see the review progress. The reviewer can see the corresponding expense application form through the review process.

[0046] Preferably, the reviewer can also attach review opinions when reviewing the expense application form. The system obtains the review opinions at the same time as the review results, and updates the review opinions to the review process to reduce additional communication between the reviewer and the initiator and improve communication efficiency.

[0047] The present invention improves the efficiency of establishing expense application forms by automatically generating expense application forms based on expense application information initiated by users, and further automatically forms an audit process and information to be audited, and then classifies all information to be audited so that the information to be audited can be better selectively output and displayed to different users, making the audit response speed faster, and finally obtaining the audit results and updating the audit process based on the audit results, so that users can check the audit progress at any time.

[0048] See also Figure 2 The second embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0049] S201. Obtain the fee application information initiated by the user, and use natural language processing technology to extract keywords in the fee application information;

[0050] In order to speed up the generation efficiency of expense application forms, users can use natural language to write expense application information. Natural language processing technology (NLP) automatically parses this information and extracts keywords, such as amount, quantity and unit, person name, department, purpose, time, contact information, waybill number and other keywords. The system will also retain the expense application information originally entered by the user as an attachment, which can be viewed when the reviewer needs to understand the expense items in more detail.

[0051] NLP enables computers to accept user input in the form of natural language, process and calculate through internal algorithms, simulate human understanding of natural language, and return the results expected by users. This includes core processes such as text preprocessing, syntactic analysis, and semantic analysis, so that effective keywords can be extracted.

[0052] S202. Establish an application list template and determine the mapping relationship between each field and keyword in the application list template;

[0053] The application list template usually requires filling in the following fields: waybill number, application time, application outlet, expense item, expense amount, expense item, review department, etc. By determining in advance which keywords belong to which field, the system can automatically fill in the fields, eliminating the need to fill them in manually one by one, thereby improving efficiency.

[0054] S203. According to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the successfully matched keywords are filled into the corresponding fields according to the template format to form an expense application form.

[0055] Specifically, for example, if you set Department A and Department B to correspond to the review department in the application list template in advance, when the extracted keywords include Department A, then Department A will be automatically filled in the review department of the application list. In order to avoid errors or omissions in automatic filling, users can modify the automatically filled application list.

[0056] See also Figure 3 A third embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0057] S301. According to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the matched keywords are filled into the corresponding fields according to the application list template format to obtain the first application form;

[0058] The keywords extracted by natural language processing technology (NLP) may not fully meet the needs of filling out the application list template. One reason is that the user's information is incomplete when filling out the expense application information, which makes the system unable to extract the corresponding keywords. Another reason is that the algorithm itself may have calculation errors, which will make the extracted keywords unreliable. Another reason is that the user has grammatical errors or unclear expressions when writing the expense application information, which makes the system unable to correctly extract keywords. Therefore, it is necessary to check the first application form that is initially generated.

[0059] S302. Check the first application form, mark the abnormal fields and blank fields found, and obtain a second application form;

[0060] In this embodiment, the abnormal fields to be checked include the amount, quantity, date, and waybill number. In the system, the abnormal warning value of the amount can be set, and when the amount is too large, it will be marked. The normal range value of the date can also be set. When the date is outside the normal range, the system will also mark the date. The mark only serves as a reminder. As long as it meets the format requirements, it will not affect the submission of the expense application form. In addition, if the fields that must be filled in are blank, the user must be required to fill them in, such as the amount, item type, etc.

[0061] For automatic filling of project types, the system may pre-set a list of project types, and the system matches the acquired keywords with the project types according to the relevance, thereby automatically selecting the corresponding project type from the list of project types.

[0062] S303. Output the second application form to obtain the correction result, and form a fee application form according to the correction result.

[0063] The second application form will be directly fed back to the user who initiated the expense application. The user can modify the second application form automatically filled in by the system according to the system prompts. After the user modifies and confirms, a formal expense application form will be formed.

[0064] During the subsequent process tracking, if the user needs to modify the expense application form initiated by himself, he can actively withdraw it through the system. When actively withdrawing, the corresponding withdrawal reason must be filled in. After the system obtains the withdrawal reason, it will be updated to the review process so that the relevant reviewers can know the reason why the initiator of the expense application actively withdrew.

[0065] See also Figure 4 The fourth embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0066] S401. Obtain the authority information of each user and establish audit rules based on the authority information;

[0067] When establishing audit rules, you also need to consider the permissions of each user. For example, when a certain expense item needs to go through multiple levels of audit, you need to establish an audit process in sequence according to the size of the permissions. Specifically, the user's permission information can be set in advance in the system, and the system can directly obtain it; the system can also calculate the user's corresponding permissions based on the user's position, department, rank and other information.

[0068] S402. Extract the sponsor information in the expense application form, and establish an audit process for the expense application form based on the sponsor information and audit rules;

[0069] Each initiator belongs to a different department and has a different position. His or her superiors may be different, or the financial personnel responsible for the audit may also be different. The system can obtain more detailed information by obtaining the initiator's information. The initiator's information includes name, department, position, etc. By matching the user's department, position, name and other information with the audit rules, the audit route can be obtained, such as which department colleagues and superiors are required to participate in the audit, and how the audit order should be set. These contents can be obtained from the audit rules and ultimately form an audit process.

[0070] S403: Split the review process into multiple nodes, and generate information to be reviewed according to each node.

[0071] When the review process involves multiple reviewers, the review process needs to be split, with each node corresponding to a reviewer. After the process is established, the information to be reviewed will be sent to each reviewer synchronously. Even if the review process has not yet reached the reviewer in the middle, each reviewer can be informed of the initiation of the expense application project in advance. For more urgent projects, the superior reviewer or leader can directly learn about the review progress of the previous reviewer through the review process, and can supervise the previous reviewer for the expense applications they are concerned about based on the response speed, thereby improving the review response speed of the expense application.

[0072] See also Figure 5 The fifth embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0073] S501. Obtain the authority information and department information of each user, and perform correlation analysis on each user according to the authority information and department information to obtain correlation data;

[0074] For new users or users who seldom initiate expense applications, most of them are not clear about which department or reviewers they need to submit their expense applications to. In this embodiment, by obtaining the permission information and department information of each user, the correlation between departments and users can be understood, and then it can be determined whether other departments have the obligation to review certain expense applications based on the size of the correlation.

[0075] S502. Obtain the historical audit data of each user, and use a collaborative filtering recommendation algorithm to calculate the audit recommendation index of each user for each type of expense application based on the historical audit data;

[0076] For some expense items, they may involve the review of other departments at the same level, such as the finance department, the operations department, etc., and these departments at the same level have multiple selectable reviewers. At this time, in order to improve the review efficiency, this embodiment analyzes the historical review data of the reviewers, and calculates the review recommendation index of different reviewers according to the response speed of different reviewers and the review experience of each expense item type. The reviewers are automatically selected according to the review recommendation index, so that the expense application can be reviewed by reviewers with more review experience and faster response speed according to the project type. This not only improves the efficiency of the review process, but also reduces the problem of review errors.

[0077] S503. Obtain an audit recommendation index, and establish audit rules based on the audit recommendation index and correlation data.

[0078] Based on the audit recommendation index and correlation data, it is possible to comprehensively formulate audit rules. The audit rules can not only automatically form a complete audit process, but also prioritize the allocation of expense applications to reviewers with relevant audit experience and faster response speed, effectively shortening the time to complete expense applications.

[0079] See also Figure 6 The sixth embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0080] S601. Obtain all pending information, extract the reviewer information and project information in the pending information, classify all pending information according to the reviewer information, and form multiple user data sets;

[0081] After classification, each user data set corresponds to one reviewer. When outputting data, all review information can be output to the same reviewer, reducing the number of times data is output and reducing the use of system capacity.

[0082] S602. Using a classification algorithm, classify multiple pieces of information to be reviewed under the same user data set according to the project information to form multiple sub-data sets;

[0083] After classifying the information to be reviewed and then outputting the relevant data, users can better view several related expense applications and quickly find the review process they are interested in. Specifically, a clustering algorithm (K-means, DBSCAN, etc.) can be used to cluster similar expense applications together, so that expense applications with greater correlation can be displayed together.

[0084] S603. Sort the multiple pieces of information to be reviewed under the same sub-data set according to the importance and urgency of the information to be reviewed.

[0085] By sorting and outputting multiple pieces of information to be reviewed according to their importance and urgency, reviewers can focus on more important and urgent review processes and give them priority, thereby improving the review efficiency of important review processes.

[0086] See also Figure 7 The seventh embodiment of the method for initiating and reviewing expense application in the embodiment of the present invention includes:

[0087] S701. Obtain the reviewer information in the data set to be reviewed, and output the data set to be reviewed according to the reviewer information to obtain multiple review results;

[0088] S702. If the audit result is passed, the data set to be audited is output to the next level of auditor according to the audit process;

[0089] In this embodiment, if the audit process includes multiple levels of auditors, after the first auditor passes the audit, the audit process will flow to the next auditor.

[0090] S703. If the audit result is rejected, a rejection notice is output to the user who initiated the fee application information;

[0091] In addition, if the review process includes multiple levels of reviewers, when the second reviewer finds that there may be problems with the review of the first reviewer, the process can be returned to the first reviewer instead of directly rejecting the entire process.

[0092] S704. Update the status of the audit process based on the audit results, obtain all audit results, and use a machine learning model to analyze all audit results to obtain a summary analysis of the issues.

[0093] Using machine learning models (such as classification algorithms in supervised learning) to analyze historical approval results and identify common problems and patterns in the approval process can provide suggestions for future improvements, allowing the system to make improvements to the process.

[0094] In addition, by combining time series analysis (ARIMA model), future expense trends can be predicted based on historical expense application information, helping users better plan expense budgets within a time frame.

[0095] The above describes the method for initiating and reviewing expense application in the embodiment of the present invention. The following describes the device for initiating and reviewing expense application in the embodiment of the present invention. Figure 8 In one embodiment of the present invention, an expense application initiation and review device includes:

[0096] A generating module 10 is used to obtain the expense application information initiated by the user and generate an expense application form according to the expense application information;

[0097] Establishing module 20, for establishing a review process for the expense application form according to pre-established review rules, and forming information to be reviewed according to the review process;

[0098] The classification module 30 is used to obtain all the information to be reviewed, classify all the information to be reviewed, and obtain multiple data sets to be reviewed;

[0099] The output module 40 is used to output the data set to be reviewed to obtain multiple review results and update the review process according to the review results.

[0100] See also Fig. 9 In one embodiment of the present invention, an expense application initiation and review device includes:

[0101] A generating module 10 is used to obtain the expense application information initiated by the user and generate an expense application form according to the expense application information;

[0102] Establishing module 20, for establishing a review process for the expense application form according to pre-established review rules, and forming information to be reviewed according to the review process;

[0103] The classification module 30 is used to obtain all the information to be reviewed, classify all the information to be reviewed, and obtain multiple data sets to be reviewed;

[0104] The output module 40 is used to output the data set to be reviewed to obtain multiple review results and update the review process according to the review results.

[0105] In this embodiment, the generating module 10 includes:

[0106] The extraction submodule 11 is used to obtain the expense application information initiated by the user and extract keywords in the expense application information using natural language processing technology;

[0107] The construction submodule 12 is used to establish an application list template and determine the mapping relationship between each field and the keyword in the application list template;

[0108] The matching submodule 13 is used to match the extracted keywords with the fields in the application list template according to the mapping relationship, and fill the successfully matched keywords into the corresponding fields according to the template format to form an expense application form.

[0109] In this embodiment, the matching submodule 13 includes:

[0110] A matching unit 131 is used to match the extracted keywords with the fields in the application list template according to the mapping relationship, and fill the successfully matched keywords into the corresponding fields according to the format of the application list template to obtain a first application form;

[0111] A checking unit 132, configured to check the first application form, mark abnormal fields and blank fields found during the check, and obtain a second application form;

[0112] The correction unit 133 is used to output the second application form to obtain a correction result, and form a fee application form according to the correction result.

[0113] In this embodiment, the establishment module 20 includes:

[0114] Establishing a submodule 21 for obtaining the authority information of each user and establishing audit rules according to the authority information;

[0115] A generating submodule 22, for extracting the initiator information in the expense application form, and establishing an audit process for the expense application form according to the initiator information and the audit rules;

[0116] The splitting submodule 23 is used to split the audit process to form multiple nodes, and form information to be audited according to each node.

[0117] In this embodiment, the establishment submodule 21 includes:

[0118] The association unit 211 is used to obtain the authority information and department information of each user, and perform association analysis on each user according to the authority information and department information to obtain association data;

[0119] A calculation unit 212 is used to obtain the historical review data of each user, and use a collaborative filtering recommendation algorithm to calculate the review recommendation index of each user for each type of expense application based on the historical review data;

[0120] The establishing unit 213 is used to obtain the audit recommendation index and establish the audit rules according to the audit recommendation index and the correlation data.

[0121] In this embodiment, the classification module 30 includes:

[0122] The classification unit 31 is used to obtain all the information to be reviewed, extract the reviewer information and project information in the information to be reviewed, and classify all the information to be reviewed according to the reviewer information to form multiple user data sets;

[0123] A classification unit 32, configured to classify the plurality of to-be-approved information under the same user data set according to the project information by using a classification algorithm to form a plurality of sub-data sets;

[0124] The sorting unit 33 is used to sort the multiple pieces of information to be reviewed in the same sub-data set according to the importance and urgency of the information to be reviewed.

[0125] In this embodiment, the output module 40 includes:

[0126] The first output unit 41 is used to obtain the reviewer information in the data set to be reviewed, and output the data set to be reviewed according to the reviewer information to obtain multiple review results;

[0127] The second output unit 42 is used to output the to-be-audited data set to the next-level auditor according to the audit process if the audit result is passed;

[0128] The third output unit 43 is used to output a rejection notice to the user who initiated the fee application information if the review result is rejection;

[0129] The analysis unit 44 is used to update the status of the audit process according to the audit results, obtain all audit results, and use a machine learning model to analyze all audit results to obtain problem summary analysis results.

[0130] The expense application initiation and review device provided by the present invention automatically generates an expense application form and automatically establishes a review process according to pre-established review rules, and forms an output of information to be reviewed according to the review process to obtain a review result, and finally updates the status of the review process according to the review result. The user can complete the expense application initiation and review through the device, and the establishment of the review process has a high degree of automation, which reduces the user's operation needs and is easy to complete for new users or users with less experience. The expense application initiation and review device can also facilitate users to check the progress of each review process at any time and receive review information in real time, which can facilitate users to track the review process and improve the review efficiency of auditors on expense applications, effectively solving the problems of long expense application cycles, slow processing and untimely responses.

[0131] The above is a detailed description of the expense application initiation and review device in the embodiment of the present invention from the perspective of modular functional entities. The following is a detailed description of the expense application initiation and review device in the embodiment of the present invention from the perspective of hardware processing.

[0132] Fig.10 A schematic diagram of the structure of a device for initiating and reviewing an expense application provided in an embodiment of the present invention is provided. The device 900 for initiating and reviewing an expense application may have relatively large differences due to different configurations or performances, and may include one or more processors (central processing units, CPU) 910 (for example, one or more processors) and a memory 920, and one or more storage media 930 (for example, one or more mass storage devices) for storing application programs 933 or data 932. Among them, the memory 920 and the storage medium 930 may be temporary storage or permanent storage. The program stored in the storage medium 930 may include one or more modules (not shown in the figure), and each module may include a series of instruction operations in the device 900 for initiating and reviewing an expense application. Furthermore, the processor 910 may be configured to communicate with the storage medium 930, and execute a series of instruction operations in the storage medium 930 on the device 900 for initiating and reviewing an expense application, so as to implement the steps of the method for initiating and reviewing an expense application provided in the above-mentioned method embodiments.

[0133] The expense application initiation and review device 900 may also include one or more power supplies 940, one or more wired or wireless network interfaces 950, one or more input and output interfaces 960, and / or one or more operating systems 931, such as Windows Server, Mac OS X, Unix, Linux, FreeBSD, etc. It will be appreciated by those skilled in the art that Fig.10 The structure of the expense application initiation and review device shown does not constitute a limitation on the expense application initiation and review device, and may include more or less components than shown in the figure, or combine certain components, or arrange the components differently.

[0134] 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 method for initiating and reviewing expense applications.

[0135] Those skilled in the art can clearly understand that, for the convenience and brevity of description, the specific working process of the equipment or device described above can refer to the corresponding process in the aforementioned method embodiment, and will not be repeated here.

[0136] 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.

[0137] It is understandable that those skilled in the art can make equivalent substitutions or changes based on the technical solution and inventive concept of the present invention, and all these changes or substitutions should fall within the protection scope of the claims attached to the present invention.

Claims

1. A method for initiating and reviewing expense application, characterized in that: The steps include: Obtaining the expense application information initiated by the user, and generating an expense application form according to the expense application information; According to the pre-established audit rules, establish an audit process for the expense application form, and form information to be audited according to the audit process; Obtain all the information to be reviewed, classify all the information to be reviewed, and obtain multiple data sets to be reviewed; Output the data set to be audited to obtain multiple audit results, and update the audit process according to the audit results.

2. The method for initiating and reviewing expense application according to claim 1, characterized in that: The obtaining of the fee application information initiated by the user and generating a fee application form according to the fee application information specifically includes: Obtain the expense application information initiated by the user and use natural language processing technology to extract keywords in the expense application information; Create an application list template and determine the mapping relationship between each field and keyword in the application list template; According to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the successfully matched keywords are filled into the corresponding fields according to the template format to form the expense application form.

3. The method for initiating and reviewing expense application according to claim 2, characterized in that: According to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the successfully matched keywords are filled into the corresponding fields according to the template format to form the expense application form, which specifically includes: According to the mapping relationship, the extracted keywords are matched with the fields in the application list template, and the successfully matched keywords are filled into the corresponding fields according to the format of the application list template to obtain the first application form; Checking the first application form, marking abnormal fields and blank fields found during the check, and obtaining a second application form; Output the second application form to obtain the correction result, and form the expense application form according to the correction result.

4. The method for initiating and reviewing expense application according to claim 1, characterized in that: The step of establishing a review process for the expense application form according to the pre-established review rules and forming the information to be reviewed according to the review process specifically includes: Obtaining the authority information of each user and establishing audit rules based on the authority information; Extracting the initiator information from the expense application form, and establishing an audit process for the expense application form based on the initiator information and audit rules; The review process is split to form multiple nodes, and the information to be reviewed is formed according to each node.

5. The method for initiating and reviewing expense application according to claim 4, characterized in that: The obtaining of the authority information of each user and establishing the audit rules according to the authority information specifically includes: Obtaining authority information and department information of each user, and performing correlation analysis on each user based on the authority information and department information to obtain correlation data; Obtaining historical review data of each user, and using a collaborative filtering recommendation algorithm to calculate the review recommendation index of each user for each type of expense application based on the historical review data; Obtain an audit recommendation index, and establish audit rules based on the audit recommendation index and correlation data.

6. The method for initiating and reviewing expense application according to claim 1, characterized in that: The obtaining of all the information to be reviewed and classification of all the information to be reviewed to obtain multiple data sets to be reviewed specifically includes: Obtain all pending information, extract the reviewer information and project information in the pending information, classify all pending information according to the reviewer information, and form multiple user data sets; Using a classification algorithm, multiple pieces of information to be reviewed under the same user data set are classified according to the project information to form multiple sub-data sets; According to the importance and urgency of the information to be reviewed, multiple pieces of information to be reviewed under the same sub-data set are sorted.

7. The method for initiating and reviewing expense application according to claim 1, characterized in that: The data set to be reviewed is output to obtain multiple review results, and the review process is updated according to the review results, specifically including: Acquire the reviewer information in the data set to be reviewed, and output the data set to be reviewed according to the reviewer information to obtain multiple review results; If the audit result is passed, the data set to be audited will be output to the next level of auditor according to the audit process; If the review result is rejection, a rejection notice is output to the user who initiated the fee application information; Update the status of the audit process based on the audit results, obtain all audit results, and use machine learning models to analyze all audit results to obtain summary analysis results of the issues.

8. A device for initiating and reviewing expense applications, characterized in that: include: A generation module, used to obtain the expense application information initiated by the user and generate an expense application form according to the expense application information; An establishment module is used to establish an audit process for the expense application form according to a pre-established audit rule, and to form information to be audited according to the audit process; A classification module is used to obtain all the information to be reviewed, classify all the information to be reviewed, and obtain multiple data sets to be reviewed; The output module is used to output the data set to be reviewed to obtain multiple review results and update the review process according to the review results.

9. A device for initiating and reviewing expense applications, 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 the various steps of the expense application initiation and review 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 various steps of the method for initiating and reviewing expense application as described in any one of claims 1 to 7 are implemented.

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