Exhibition material collection method, system and device

Abstract

The invention discloses an exhibition material collection method, system and device. The method comprises the following steps: pre-configuring an input rule of a business system; obtaining an operation command of a user, and confirming the input rule according to the operation command; and obtaining data information input by the user, verifying whether the data information meets requirements or not according to the input rule, if not, continuing to obtain the data information input by the user, and if yes, carrying out standardization processing on the data information to obtain standard information. Through the preset template and the configuration rule, automatic collection and processing of the exhibition materials are realized, and the working efficiency is improved; when necessary contents are checked to be null values during submission, an error prompt is sent out in time, so that the accuracy and integrity of the collected data are ensured; data collection requirements of a plurality of business systems can be supported by pre-configuring an input rule, and the input rule is formulated according to actual requirements; the input rule corresponding to a new business system can be added at any time, and the expandability is good.

Description

Technical Field

[0001] The present invention belongs to the field of financial technology, and specifically relates to a method, system and device for collecting business exhibition materials. Background Art

[0002] In the financial industry, the collection, organization and analysis of sales materials are an indispensable part of daily operations. However, the traditional sales material collection method mainly relies on manual operations, which has problems such as low efficiency, high error rate and inconsistent data format. These problems not only affect the rapid response and decision-making efficiency of the business, but also increase the operating costs and risks of financial institutions. Therefore, seeking an efficient, accurate and standardized sales material collection method has become an urgent need in the industry.

[0003] The prior art has the following problems:

[0004] 1. Traditional manual collection method:

[0005] Relying on manual operation requires a lot of manpower and time costs.

[0006] It is prone to errors and due to human factors, the accuracy and completeness of the data are difficult to guarantee.

[0007] The inconsistent data format brings difficulties to subsequent data processing and analysis.

[0008] 2. Simple automation attempts:

[0009] Although there are some simple automated tools for material collection, they often have single functions and cannot meet complex and diverse business needs.

[0010] Lack of flexibility and configurability makes it difficult to adapt to data collection needs in different business scenarios. Summary of the invention

[0011] The purpose of the present invention is to provide a method, system and device for collecting exhibition materials to solve the problems described in the background technology.

[0012] To achieve the above object, the present invention provides the following technical solution: a method for collecting exhibition materials, comprising the following steps:

[0013] Pre-configure entry rules for business systems;

[0014] Obtain the user's operation command, and confirm the entry rules according to the operation command;

[0015] Obtain the data information input by the user, and verify whether the data information meets the requirements according to the input rules. If not, continue to obtain the data information input by the user. If it meets the requirements, standardize the data information to obtain standard information.

[0016] Preferably, the following operations need to be performed before obtaining the user's operation command:

[0017] Obtain the identity information of the person entering the data;

[0018] Determine whether the person entering the data is himself. If so, enter the data information input page; if not, return to the failure page.

[0019] Preferably, the standardization of data information includes the following operations:

[0020] Acquire data information, parse the content of the data information, and obtain initial data;

[0021] Classify and archive the initial data to obtain standard data in a unified data format;

[0022] Stores standard information.

[0023] Preferably, the entry rules include: setting field information attributes, obtaining data information, and verifying whether the input data information satisfies the field information attributes. If so, it meets the requirements; if not, it does not meet the requirements.

[0024] Preferably, the entry rules further include: setting analysis conditions, inputting standard data, calculating and analyzing the standard data, obtaining analysis conditions for the standard data, and calling an external analysis system according to the analysis conditions to obtain analysis data.

[0025] A business exhibition material collection system, comprising:

[0026] Preprocessing module, used to pre-configure the entry rules of the business system;

[0027] The input confirmation module is used to obtain the user's operation command and confirm the input rules according to the operation command;

[0028] A data input module is used to obtain data information input by the user;

[0029] The data processing module is used to verify whether the data information meets the requirements according to the input rules. If not, the data information input by the user will continue to be obtained. If it meets the requirements, the data information will be standardized to obtain standard information.

[0030] Preferably, the identity authentication module is used to obtain the identity information of the person entering the data, and determine whether the person entering the data is the person himself. If so, the data information input page is entered; if not, a failure page is returned.

[0031] Preferably, the data processing module includes:

[0032] The parsing module is used to obtain data information, parse the content of the data information, and obtain initial data;

[0033] The sorting module is used to classify and archive the initial data to obtain standard data in a unified data format;

[0034] The storage module is used to store standard information.

[0035] Preferably, the preprocessing module comprises:

[0036] Rule module, used to set field information attributes;

[0037] The input verification module is used to obtain data information and verify whether the input data information meets the field information attributes. If so, it meets the requirements; if not, it does not meet the requirements;

[0038] The system call module is used to set up the analysis mechanism. After obtaining the standard data, the analysis mechanism is triggered and the external analysis system is called to analyze and process the standard data to obtain the analysis results.

[0039] A device for collecting business exhibition materials, comprising: a computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program, the computer program includes program instructions, and when the program instructions are executed by a processor, the processor executes the method for collecting business exhibition materials.

[0040] The technical effects and advantages of the present invention are as follows: by presetting templates and configuring rules, the automatic collection and processing of exhibition materials can be realized, thereby improving work efficiency; and when the required content is verified to be empty during submission, an error prompt is issued in a timely manner to ensure the accuracy and completeness of the collected data; the data collection needs of multiple business systems can be supported by pre-configured entry rules, and entry rules can be formulated according to actual needs; entry rules corresponding to new business systems can be added at any time, and the system has good scalability. BRIEF DESCRIPTION OF THE DRAWINGS

[0041] Figure 1 It is a schematic diagram of the method flow of the present invention;

[0042] Figure 2 It is a schematic diagram of the system of the present invention;

[0043] Figure 3 It is a schematic diagram of the data entry page of the present invention. DETAILED DESCRIPTION

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

[0045] The present invention provides Figure 1-2 A method, system and device for collecting exhibition materials as shown in the figure, the system includes: a preprocessing module, a data acquisition module and a data processing module. The method of the present invention is executed by using the above modules, and the operating environment can be in Java, including the following steps:

[0046] S1: Pre-configure the entry rules of the business system through the pre-processing module, define the entry rules through the rule module, so that each business system has its corresponding entry rules. The entry rule configuration includes: field information, data format, verification rules and other requirements. The verification rules include an analysis mechanism, which can call the external analysis system through the system call module to analyze and process the standard data to obtain the analysis results. When performing standardization processing, the analysis mechanism can be triggered according to the content of the standard data, and then the corresponding link page can be automatically triggered, and the link page corresponding to the keyword can be jumped to for reference by business personnel; the field information attribute is the filling requirement for each input data information, which is required content or optional content. The input verification module is used to verify whether the content filled in for each requirement meets the requirements;

[0047] The pre-configuration of the business system includes configuring the number, name, and task type of each business system, as shown in Table 1:

[0048]

[0049] Table 1;

[0050] Define content entry rules based on the different input templates of each business system, as shown in Table 2:

[0051]

[0052] Table 2;

[0053] Define the input content of each business system according to the different business attributes of the business system to ensure that the collected business materials meet the audit requirements;

[0054] S2: When entering the operation command page, it is necessary to obtain the user's ID number, mobile phone number and facial information through the identity authentication module to perform identity authentication, verify the user's identity, ensure that the operation content is known to the user and is in line with his or her wishes, and obtain the user's operation command through the data acquisition module to determine the business system corresponding to the operation command, and then call the corresponding input page according to the business system to obtain the input prompt. The input page can refer to the attached Figure 3 The content of the page shown;

[0055] S3: Provide a data processing module to obtain the data information input by the user, and verify whether the data information meets the requirements according to the input rules. If not, continue to obtain the data information input by the user. If it meets the requirements, perform data processing on the data information. The specific operations of data processing are: obtain data information through the analysis module, analyze the content of the data information, unify the format and structure of the data information, obtain initial data, and classify and archive the initial data through the storage module to obtain standard data, store standard information, and obtain standard information. After that, a personal analysis report can be generated based on the content of the standard information and fed back to the reviewer. The personal analysis report includes: application Information, corporate information, business information, business status, business liabilities, family assets, balance sheet, comprehensive analysis and suggestions, so as to facilitate the subsequent credit limit approval by the auditors. In addition, after the business development materials are collected and submitted, the keywords of the standard information will be extracted through the preset entry rules. For example, in the loan system, the corresponding keyword preset in the entry rules is credit. Therefore, when the data information is submitted in the loan system, the credit query will be triggered while obtaining the standard information, and the credit interpretation points and credit interpretation reports will be automatically generated to help the auditors further understand the customers and understand the customers' business and debt situations for subsequent work.

[0056] By pre-setting templates and configuring rules, the automatic collection and processing of exhibition materials can be realized, greatly improving work efficiency; and by pre-configuring entry rules, the attributes of each requirement can be determined, and when the required content is verified as a null value during submission, an error prompt will be issued in time to ensure the accuracy and completeness of the collected data; in the operation of this method, the entry rules corresponding to the business system can be pre-configured to support the data collection needs of various business systems, and entry rules can be formulated according to actual needs; according to the needs of business development, the entry rules corresponding to new business systems can be added at any time, which has good scalability.

[0057] In summary, the business development materials collected based on pre-configured entry rules have significant technical advantages and application prospects. Through this technology, the input business development materials can be automatically collected, sorted and analyzed, thereby improving the business processing efficiency and accuracy of the financial industry.

[0058] Finally, it should be noted that the above is only a preferred embodiment of the present invention and is not intended to limit the present invention. Although the present invention has been described in detail with reference to the aforementioned embodiments, it is still possible for those skilled in the art to modify the technical solutions described in the aforementioned embodiments or to make equivalent substitutions for some of the technical features therein. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the protection scope of the present invention.

Claims

1. A method for collecting exhibition materials, characterized in that: The steps include: Pre-configure entry rules for business systems; Obtain the user's operation command, and confirm the entry rules according to the operation command; Obtain the data information input by the user, and verify whether the data information meets the requirements according to the input rules. If not, continue to obtain the data information input by the user. If it meets the requirements, standardize the data information to obtain standard information.

2. A method for collecting exhibition materials according to claim 1, characterized in that: Before obtaining the user's operation command, the following operations need to be performed: Obtain the identity information of the person entering the data; Determine whether the person entering the data is himself. If so, enter the data information input page; if not, return to the failure page.

3. A method for collecting exhibition materials according to claim 2, characterized in that: The standardization of data information includes the following operations: Acquire data information, parse the content of the data information, and obtain initial data; Classify and archive the initial data to obtain standard data in a unified data format; Stores standard information.

4. A method for collecting exhibition materials according to claim 3, characterized in that: The entry rules include: setting field information attributes, obtaining data information, and verifying whether the input data information meets the field information attributes. If so, it meets the requirements; if not, it does not meet the requirements.

5. A method for collecting exhibition materials according to claim 4, characterized in that: The entry rules also include: setting an analysis mechanism, triggering the analysis mechanism after obtaining the standard data, calling an external analysis system to analyze and process the standard data, and obtaining an analysis result.

6. A business exhibition material collection system, characterized by: include: Preprocessing module, used to pre-configure the entry rules of the business system; The input confirmation module is used to obtain the user's operation command and confirm the input rules according to the operation command; A data input module is used to obtain data information input by the user; The data processing module is used to verify whether the data information meets the requirements according to the input rules. If not, the data information input by the user will continue to be obtained. If it meets the requirements, the data information will be standardized to obtain standard information.

7. The exhibition material collection system according to claim 6, characterized in that: The identity authentication module is used to obtain the identity information of the person entering the data and determine whether the person entering the data is himself. If so, the user enters the data information input page; if not, the user returns to the failure page.

8. The exhibition material collection system according to claim 7, characterized in that: The data processing module comprises: The parsing module is used to obtain data information, parse the content of the data information, and obtain initial data; The sorting module is used to classify and archive the initial data to obtain standard data in a unified data format; The storage module is used to store standard information.

9. The exhibition material collection system according to claim 8, characterized in that: The preprocessing module comprises: Rule module, used to set field information attributes; The input verification module is used to obtain data information and verify whether the input data information meets the field information attributes. If so, it meets the requirements; if not, it does not meet the requirements; The system call module is used to set up the analysis mechanism. After obtaining the standard data, the analysis mechanism is triggered and the external analysis system is called to analyze and process the standard data to obtain the analysis results.

10. A device for collecting exhibition materials, characterized in that ： A computer-readable storage medium, characterized in that The computer-readable storage medium stores a computer program, wherein the computer program includes program instructions, and when the program instructions are executed by a processor, the processor is caused to perform the method according to any one of claims 1 to 5.

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