Data model establishment method for index configuration

Abstract

The invention discloses a data model establishment method for index configuration. The establishment method comprises the following steps: establishing a full-line unified index library; generating an index library; establishing a plurality of service requirements; and displaying a result. The business analysis diversity is realized through the flexible configuration of the indexes, and the development and requirements of the business are met through the establishment of the all-round unified index library.

Description

Technical Field

[0001] The present invention relates to the field of data models, and in particular to a method for establishing a data model for indicator configuration. Background Art

[0002] As China's economy enters a new development lane, competition in the financial industry is becoming increasingly fierce, and business departments are paying more attention to the operating data and analytical data of business development. Traditional data analysis realizes the display of business data through the display of reports, and then realizes the intuitive display of business data through the display of graphics; however, with the diversity and flexibility of business products and analytical data, traditional report display can no longer meet the needs of business development. Therefore, flexible indicator configuration should be adopted in the analysis process to meet the flexibility of data analysis.

[0003] The data required by the current business is processed by stored procedures to produce the corresponding display data and inserted into the target table, such as the deposit table pi_org_deposit; org_no institution number, bal_avg_y balance annual and daily average, lxsr interest income. When the business department needs to see the annual and daily average of deposits during the first assessment period, the implementation method is: insert into the target table select org_no, sum (bal_avg_y) from pi_org_deposit where data_date = '20250331', which is to implement the data display through hard code processing; but when the display report needs to view the interest income in the second quarter, it is necessary to rewrite the program to implement it, and the implementation method is: insert into the target table select org_no, sum (lxsr) from pi_org_deposit where data_date = '20250331', which is to implement the data display through hard code processing. The problems with this implementation are: 1) Under the flexible and changing business development, the background stored procedures corresponding to the report need to be constantly maintained and updated. 2) Any change requires production and online operation. 3) Business personnel cannot see what the business scope of the data is (i.e., the screening conditions) and where the data comes from. 4) This implementation method has the disadvantage that hard code can only be used in one place after it is written. To use it in other business scenarios, the logic needs to be repeatedly developed, and it is impossible to process one place and use it in multiple places.

[0004] Current business analysis is based on traditional report presentations and graphic displays. The data sources for this part are all underlying detailed tables. Business analysis data is flexible and changeable, and traditional methods cannot meet business needs. To address this shortcoming, a flexible indicator configuration model is used to achieve flexible business data analysis.

[0005] Disadvantages of existing technology:

[0006] With the flexible and changing business development, the background storage process corresponding to the report needs to be constantly maintained and updated.

[0007] Any change requires production and online operation.

[0008] Business personnel are unable to see what the business scope of the data is (i.e. the screening conditions) or where the data comes from.

[0009] This implementation method has the problem that hard code can only be used in one place after being written. To use it in other business scenarios, the logic needs to be developed repeatedly, and it is impossible to process it in one place and use it in multiple places.

[0010] Neither reports nor graphical presentations can demonstrate the development strategy of an organization (development goals need to be determined through specific indicators). Summary of the invention

[0011] In view of the above problems, the present invention is proposed to provide a method for establishing a data model for indicator configuration that overcomes the above problems or at least partially solves the above problems.

[0012] According to one aspect of the present invention, a method for establishing a data model for indicator configuration is provided, the method comprising:

[0013] Establish a unified indicator database for the entire bank;

[0014] Generate indicator library;

[0015] Establish multiple business requirements;

[0016] Display the results.

[0017] Optionally, the establishment of a unified indicator database for the entire bank specifically includes:

[0018] Get the indicator caliber;

[0019] Determine the source of indicator data;

[0020] Indicator object check.

[0021] Optionally, the generating indicator library specifically includes:

[0022] Configure the basic information of the indicator through the interface;

[0023] The indicator name is a text input; the applicable scope is a check box;

[0024] The data source is a drop-down box, which reflects the business data model prepared in advance for the indicator, and is used to calculate the indicator.

[0025] Statistics items are check items, linked to the data source, and statistics items in the data model of the data source are checked;

[0026] Business caliber is drop-down with text.

[0027] Optionally, the basic configuration of indicators in the bank's unified indicator library includes: basic indicator information, indicator caliber information and indicator data source information.

[0028] Optionally, the indicators in the indicator library include:

[0029] Basic indicator B1, derived indicator C1, manual indicator I1;

[0030] Among them, the manual indicator I1 requires manual entry of the data source; the basic indicator B1 is the data element automatically obtained by the system, and the data source needs to be checked during configuration; the derived indicator C1 is a mixed operation of the basic indicator, manual indicator, and derived indicator.

[0031] Optionally, the data is parsed according to the parsing rules during the process of generating the indicator library, specifically including:

[0032] Continue to initialize the data source, including corporate deposits, corporate loans, and transaction details, so that the front-end and back-end are connected;

[0033] The uniqueness of the indicator is confirmed by compiling the basic information of the indicator and automatically assigning the indicator number by the system. The data source of the indicator is realized according to the data source checked in the basic indicator.

[0034] Check the statistics item to realize the content of data analysis as the indicator;

[0035] Check the caliber item to filter the data analysis;

[0036] The joint use of follow-up indicator models generates database parsing languages ​​similar to statistical items SELECT SUM, FROM data source WHERE caliber items, achieving flexible configuration of indicators and zero-code acquisition of analytical data.

[0037] The present invention provides a method for establishing a data model for indicator configuration, the method comprising: establishing a unified indicator library for the whole bank; generating the indicator library; establishing multiple business requirements; and displaying the results. The flexible configuration of indicators can realize the diversity of business analysis, and the establishment of a unified indicator library for the whole bank can meet the development and needs of the business.

[0038] The above description is only an overview of the technical solution of the present invention. In order to more clearly understand the technical means of the present invention, it can be implemented according to the contents of the specification. In order to make the above and other purposes, features and advantages of the present invention more obvious and easy to understand, the specific implementation methods of the present invention are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0039] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for use in the description of the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative work.

[0040] Figure 1 A flowchart of a method for establishing a data model for indicator configuration provided by an embodiment of the present invention;

[0041] Figure 2 This is a diagram of an indicator configuration interface provided by an embodiment of the present invention;

[0042] Figure 3 The following is a schematic diagram showing the specific effects provided by an embodiment of the present invention. DETAILED DESCRIPTION

[0043] The exemplary embodiments of the present disclosure will be described in more detail below with reference to the accompanying drawings. Although the exemplary embodiments of the present disclosure are shown in the accompanying drawings, it should be understood that the present disclosure can be implemented in various forms and should not be limited by the embodiments set forth herein. On the contrary, these embodiments are provided to enable a more thorough understanding of the present disclosure and to fully convey the scope of the present disclosure to those skilled in the art.

[0044] The terms "comprises" and "having" and any variations thereof in the description embodiments, claims and drawings of the present invention are intended to cover non-exclusive inclusions, for example, including a series of steps or units.

[0045] The technical solution of the present invention is further described in detail below in conjunction with the accompanying drawings and embodiments.

[0046] like Figure 1 As shown, a method for establishing a data model for indicator configuration, the establishment method includes: establishing a unified indicator library for the entire bank; generating the indicator library; establishing multiple business requirements; and displaying the results.

[0047] like Figure 2 As shown in the figure, it is a schematic diagram of the indicator configuration interface.

[0048] The basic information of the indicator is configured through the interface, such as the indicator data source, business scope (indicator scope), calculation formula and other information. The basic information of the indicator is registered to provide the best basis for subsequent calculations.

[0049] The indicator name is a text input; the applicable scope is a check box (organization scope, personnel scope); the data source is a drop-down box, which reflects the business data model made in advance for the indicator and is used to calculate the indicator.

[0050] Statistics items are check items, linked to the data source, check the statistics items in the data model of the data source

[0051] The business scope is drop-down and text, manual input + option mode, in order to realize the specification of business scope, which is equivalent to the where condition of calculation.

[0052] The calculation formula is check + manual, but there should be verification, and mixed operations of four arithmetic operations can be realized. Other indicators can be checked this time; mixed operations between indicators and values ​​are realized.

[0053] The Keep button is for saving, and the Delete button is for physical deletion, but the published indicators are not allowed to be deleted; the Trial Calculation button is for trial calculation after configuration. The Publish button is for changing to a formal indicator, and daily batch processing can be processed by ETL normally.

[0054] The indicator model includes: the indicator basic configuration is divided into: indicator basic information, indicator caliber information, indicator data source information;

[0055] Indicators are divided into: B1 basic indicators, C1 derived indicators, and I1 manual indicators. Manual indicators require manual entry of data sources; basic indicators are data elements automatically obtained by the system, but the data source needs to be checked during configuration; derived indicators are a mixed operation of basic indicators, manual indicators, and derived indicators.

[0056] The business department can obtain the desired data by configuring the corresponding indicator attributes at the system level for the data that needs to be analyzed through indicator calculation, which greatly improves the timeliness of data and the accuracy of data business in data analysis. The flexible indicator model also solves the problem that changes in data analysis require adjustment of the traditional report background program, truly realizing zero-code data acquisition.

[0057] Model Introduction

[0058] Data source table

[0059]

[0060] Indicator basic information table

[0061]

[0062]

[0063] Basic indicator calculation rule model table

[0064]

[0065]

[0066] Derived indicator calculation rule model table

[0067]

[0068] Manual indicator model table

[0069]

[0070] Indicator library model table

[0071]

[0072]

[0073] Indicator library model table

[0074]

[0075] Specific effects are shown, such as Figure 3 shown.

[0076] When business departments analyze different data in different scenarios, they can simply check the query indicator conditions to conduct a query.

[0077] The problems solved by the present invention include:

[0078] a. With the flexible and changing business development, the background storage process corresponding to the report needs to be constantly maintained and updated; building an indicator library once provides continuous services in the future.

[0079] b. Any change requires production and online operation; to achieve optimization of low-code platform.

[0080] c. Business personnel cannot see what the business scope of the data is (i.e. the screening conditions) and where the data comes from, etc.; clear and transparent business data scope.

[0081] d. This implementation method has the problem that hard code can only be used in one place after it is written. To use it in other business scenarios, the logic needs to be developed repeatedly, and it is impossible to process it in one place and use it in multiple places. With engine processing, there is no need to repeatedly develop the same logic, and data processing can be achieved by only configuration.

[0082] e. Neither the report nor the graphic display can show the development strategy of the organization (specific indicators are needed to determine the development goals). The configuration and processing of indicators can also allow subordinate organizations to understand the strategic plans of superior organizations.

[0083] Parsing rules include: initializing data sources, such as corporate deposits, corporate loans, and transaction details, so that the front-end and back-end are connected;

[0084] The uniqueness of the indicator is confirmed by compiling the basic information of the indicator and automatically assigning the indicator number by the system. The data source of the indicator is realized by checking the data source in the basic indicator; the indicator is realized as the content of data analysis by checking the statistical item; the screening of data analysis is realized by checking the caliber item;

[0085] By writing and filling in, the joint use of follow-up indicator models generates a database parsing language similar to SELECT SUM (statistical item) FROM data source WHERE caliber item, which realizes flexible configuration of indicators and zero-code acquisition of analytical data.

[0086] Low-code development is achieved through flexible configuration of indicators, which can be configured and used by business and technical personnel.

[0087] Beneficial effects: It realizes the goal of using multiple locations in one configuration. Regardless of reports, cockpits, or data analysis, directly obtaining corresponding indicator data will provide expenditure for business analysis.

[0088] The front-end configuration replaces the hard-coded logic of the back-end storage process, allowing users to see the data source, data caliber, data processing logic, etc. more clearly and intuitively.

[0089] The use of the present invention also avoids the waste of resources caused by frequent production and online versioning.

[0090] The establishment of an institution-wide indicator database better reflects the institution's development strategy.

[0091] The above specific implementation methods further illustrate the objectives, technical solutions and beneficial effects of the present invention in detail. It should be understood that the above are only specific implementation methods of the present invention and are not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the scope of protection of the present invention.

Claims

1. A method for establishing a data model for indicator configuration, characterized in that: The establishment method comprises: Establish a unified indicator database for the entire bank; Generate indicator library; Establish multiple business requirements; Display the results.

2. The method for establishing a data model for indicator configuration according to claim 1, characterized in that: The establishment of a unified indicator database for the entire bank specifically includes: Get the indicator caliber; Determine the source of indicator data; Indicator object check.

3. The method for establishing a data model for indicator configuration according to claim 1, characterized in that: The generation indicator library specifically includes: Configure the basic information of the indicator through the interface; The indicator name is a text input; the applicable scope is a check box; The data source is a drop-down box, which reflects the business data model prepared in advance for the indicator, and is used to calculate the indicator. Statistics items are check items, linked to the data source, and statistics items in the data model of the data source are checked; Business caliber is drop-down with text.

4. The method for establishing a data model for indicator configuration according to claim 1, characterized in that: The basic configuration of indicators in the bank's unified indicator library includes: basic indicator information, indicator caliber information and indicator data source information.

5. The method for establishing a data model for indicator configuration according to claim 1, characterized in that: The indicators in the indicator library include: Basic indicator B1, derived indicator C1, manual indicator I1; Among them, the manual indicator I1 requires manual entry of the data source; the basic indicator B1 is the data element automatically obtained by the system, and the data source needs to be checked during configuration; the derived indicator C1 is a mixed operation of the basic indicator, manual indicator, and derived indicator.

6. The method for establishing a data model for indicator configuration according to claim 1, characterized in that: The process of generating the indicator library includes parsing the data according to the parsing rules, specifically including: Continue to initialize the data source, including corporate deposits, corporate loans, and transaction details, so that the front-end and back-end are connected; The uniqueness of the indicator is confirmed by compiling the basic information of the indicator and automatically assigning the indicator number by the system. The data source of the indicator is realized according to the data source checked in the basic indicator. Check the statistics item to realize the content of data analysis as the indicator; Check the caliber item to filter the data analysis; The joint use of follow-up indicator models generates database parsing languages ​​similar to statistical items SELECT SUM, FROM data source WHERE caliber items, achieving flexible configuration of indicators and zero-code acquisition of analytical data.

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