Resource management method, device and equipment, readable storage medium and program product
By responding to parameter configuration events on the resource management page, determining the resource management scenario and performing resource value statistics, the problem of inconsistency in resource data is solved, and efficient automation of resource management is achieved.
Patent Information
- Application Number
- CN202411619513.0
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-13
- Publication Date
- 2025-02-28
AI Technical Summary
In resource management institutions, due to system algorithm accuracy and resource business changes, the resource data recorded in the classified is inconsistent with the resource data in the organization flow, which in turn affects resource management efficiency.
By responding to parameter configuration events on the resource management page, determine the resource management scenario and match the corresponding resource management record table and record cycle. Obtain organizational flow information, conduct resource value statistics on the information based on multiple resource record dimensions, obtain resource statistics values of each dimension, and write it into the resource summary table.
This method can automate resource value statistics, reduce manual verification time, improve resource management efficiency, and avoid layer-by-layer summary of resource values, and directly write to resource summary tables, further improving efficiency.
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Figure CN119537445A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the field of big data technology, and in particular to a resource management method, apparatus, computer equipment, computer-readable storage medium, and computer program product. Background Art
[0002] With the development of big data technology, the amount of data in the institutional flow of resource management organizations is increasing day by day. In order to facilitate business personnel to manage resources, resource management organizations usually need to classify and record various types of resource data in the institutional flow. In special scenarios, due to system algorithm accuracy, resource business changes, etc., the classified resource data is inconsistent with the resource data in the institutional flow.
[0003] In traditional technology, business personnel extract various types of resource data from the organization's flow, and developers verify and check the various types of resource data. If the verification is correct, the developers write the resource data into the database. This method still has the problem of low resource management efficiency. Summary of the invention
[0004] Based on this, it is necessary to provide a resource management method, apparatus, computer equipment, computer-readable storage medium and computer program product that can improve resource management efficiency in response to the above technical problems.
[0005] In a first aspect, the present application provides a resource management method. The method comprises:
[0006] In response to a parameter configuration event initiated on a resource management page, a resource management scenario is determined according to the configured parameter information; a resource management record table matching the resource management scenario and a recording period configured for the resource management record table are determined; the organization flow information of the management organization to which the resource management page belongs in the recording period is obtained; based on multiple resource record dimensions in the resource management record table, resource value statistics are performed on the organization flow information to obtain the resource statistical value of each resource record dimension; according to the recording time corresponding to the recording period, each resource statistical value is written into the resource summary table to which the resource management record table belongs.
[0007] In one of the embodiments, in response to a parameter configuration event initiated on a resource management page, determining a resource management scenario based on the configured parameter information includes: in response to a parameter configuration event initiated on a resource management page, determining the configured parameter information; obtaining a plurality of preset management scenarios in a management scenario set; performing similarity matching on the parameter information with each of the preset management scenarios to obtain the similarity of the parameter information corresponding to each of the preset management scenarios; and in each of the preset management scenarios, filtering the resource management scenarios whose similarity meets the similarity filtering condition.
[0008] In one of the embodiments, the method further includes: in response to a scene addition event for the resource management page, obtaining a new preset management scene; and writing the new preset management scene into the management scene set to obtain a new management scene set.
[0009] In one of the embodiments, obtaining the institutional transaction information of the management organization to which the resource management page belongs during the recording period includes: obtaining the initial transaction information of the management organization to which the resource management page belongs during the recording period; performing transaction information verification on the initial transaction information, and determining the initial transaction information that passes the transaction information verification as the institutional transaction information.
[0010] In one of the embodiments, the transaction information verification includes data structure verification and business condition verification; the transaction information verification of the initial transaction information and determining the initial transaction information that passes the transaction information verification as the institutional transaction information includes: performing a data structure verification on the initial transaction information and determining the initial transaction information that passes the data structure verification as candidate transaction information; performing a business condition verification on the candidate transaction information and determining the candidate transaction information that passes the business condition verification as the institutional transaction information.
[0011] In one of the embodiments, the method further includes: obtaining a first statistical result for the resource value of the resource summary table within the recording period; determining a second statistical result for the resource value of the management organization based on the organization flow information; and determining a display result on the resource management page based on the difference between the first statistical result and the second statistical result, wherein the display result includes successful resource management and abnormal resource management.
[0012] In a second aspect, the present application also provides a resource management device. The device comprises:
[0013] A scenario determination module is used to respond to a parameter configuration event initiated on a resource management page and determine a resource management scenario based on the configured parameter information; a record table determination module is used to determine a resource management record table that matches the resource management scenario and a record period configured for the resource management record table; an information acquisition module is used to obtain the organization flow information of the management organization to which the resource management page belongs during the record period; a resource value statistics module is used to perform resource value statistics on the organization flow information based on multiple resource record dimensions in the resource management record table to obtain the resource statistical value of each resource record dimension; a writing module is used to write each resource statistical value into the resource summary table to which the resource management record table belongs according to the record time corresponding to the record period.
[0014] In a third aspect, the present application further provides a computer device. The computer device includes a memory and a processor, the memory stores a computer program, and the processor implements the following steps when executing the computer program:
[0015] In response to a parameter configuration event initiated on a resource management page, a resource management scenario is determined according to the configured parameter information; a resource management record table matching the resource management scenario and a recording period configured for the resource management record table are determined; the organization flow information of the management organization to which the resource management page belongs in the recording period is obtained; based on multiple resource record dimensions in the resource management record table, resource value statistics are performed on the organization flow information to obtain the resource statistical value of each resource record dimension; according to the recording time corresponding to the recording period, each resource statistical value is written into the resource summary table to which the resource management record table belongs.
[0016] In a fourth aspect, the present application further provides a computer-readable storage medium. The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the following steps are implemented:
[0017] In response to a parameter configuration event initiated on a resource management page, a resource management scenario is determined according to the configured parameter information; a resource management record table matching the resource management scenario and a recording period configured for the resource management record table are determined; the organization flow information of the management organization to which the resource management page belongs in the recording period is obtained; based on multiple resource record dimensions in the resource management record table, resource value statistics are performed on the organization flow information to obtain the resource statistical value of each resource record dimension; according to the recording time corresponding to the recording period, each resource statistical value is written into the resource summary table to which the resource management record table belongs.
[0018] In a fifth aspect, the present application further provides a computer program product. The computer program product includes a computer program, and when the computer program is executed by a processor, the following steps are implemented:
[0019] In response to a parameter configuration event initiated on a resource management page, a resource management scenario is determined according to the configured parameter information; a resource management record table matching the resource management scenario and a recording period configured for the resource management record table are determined; the organization flow information of the management organization to which the resource management page belongs in the recording period is obtained; based on multiple resource record dimensions in the resource management record table, resource value statistics are performed on the organization flow information to obtain the resource statistical value of each resource record dimension; according to the recording time corresponding to the recording period, each resource statistical value is written into the resource summary table to which the resource management record table belongs.
[0020] The resource management method, device, computer equipment, computer-readable storage medium and computer program product described above respond to parameter configuration events initiated on a resource management page, determine a resource management scenario based on the configured parameter information, determine a resource management record table that matches the resource management scenario, and a recording period configured for the resource management record table. Different resource management scenarios match different resource management record tables, which facilitates subsequent statistics of resource values and improves resource management efficiency. The organization flow information of the management organization to which the resource management page belongs in the recording period is obtained, and based on multiple resource record dimensions in the resource management record table, resource value statistics are automatically performed on each pair of organization flow information to obtain the resource statistical value of each resource record dimension, thereby reducing the time consumed by manual verification of resource values and further improving resource management efficiency. The above method is used, and according to the recording time corresponding to the recording period, there is no need to summarize the resource values layer by layer, and each resource statistical value is directly written into the resource summary table to which the resource management record table belongs, thereby improving resource management efficiency. BRIEF DESCRIPTION OF THE DRAWINGS
[0021] In order to more clearly illustrate the technical solutions in the embodiments of the present application or related technologies, the drawings required for use in the embodiments of the present application or related technical descriptions will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other related drawings can be obtained based on these drawings without paying creative work.
[0022] FIG1 is an application environment diagram of a resource management method in one embodiment;
[0023] FIG2 is a schematic diagram of a process flow of a resource management method in one embodiment;
[0024] FIG3 is a schematic diagram of a flow chart of a method for determining a resource management scenario in one embodiment;
[0025] FIG4 is a flow chart of a general accounting method supporting flexible configuration of transaction event-driven automatic account adjustment in one embodiment;
[0026] FIG5 is a flow chart of a calculation method in one embodiment;
[0027] FIG6 is a block diagram of a resource management device in one embodiment;
[0028] FIG. 7 is a diagram showing the internal structure of a computer device in one embodiment. DETAILED DESCRIPTION
[0029] In order to make the purpose, technical solutions and advantages of the present application clearer, the present application is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not used to limit the present application. It should be noted that in the embodiments of the present application, certain software, components, models and other existing solutions in the industry may be mentioned, which should be considered as exemplary, and their purpose is only to illustrate the feasibility of the implementation of the technical solution of the present application, but it does not mean that the applicant has or will necessarily use the solution.
[0030] It should be noted that the user information (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data used for analysis, stored data, displayed data, etc.) involved in this application are all information and data authorized by the user or fully authorized by all parties, and the collection, use and processing of relevant data must comply with relevant regulations. The acquisition, storage, use, and processing of data in the technical solution of this application are in compliance with relevant provisions of national laws and regulations.
[0031] The resource management method provided in the embodiment of the present application can be applied to the application environment shown in Figure 1. Among them, the terminal 102 communicates with the server 104 through the network. The data storage system can store the data that the server 104 needs to process. The data storage system can be integrated on the server 104, or it can be placed on the cloud or other network servers.
[0032] The server 104 responds to the parameter configuration event initiated on the resource management page and determines the resource management scenario according to the configured parameter information. The server 104 determines the resource management record table that matches the resource management scenario and the recording period configured for the resource management record table. The server 104 obtains the organization flow information of the management organization to which the resource management page belongs during the recording period. The server 104 performs resource value statistics on the organization flow information based on the multiple resource record dimensions in the resource management record table to obtain the resource statistical values of each resource record dimension. The server 104 writes each resource statistical value into the resource summary table to which the resource management record table belongs according to the recording time corresponding to the recording period. Among them, the resource management page can be a page on the terminal 102. The server 104 can respond to the parameter configuration event initiated on the resource management page of the terminal 102 and determine the resource management scenario according to the configured parameter information.
[0033] The terminal 102 may be, but is not limited to, various personal computers, laptops, smart phones, tablet computers, IoT devices, and portable wearable devices. The IoT devices may be smart speakers, smart TVs, smart air conditioners, smart car devices, projection devices, etc. Portable wearable devices may be smart watches, smart bracelets, head-mounted devices, etc. Head-mounted devices may be virtual reality (VR) devices, augmented reality (AR) devices, smart glasses, etc. The server 104 may be an independent physical server, a server cluster or distributed system consisting of multiple physical servers, or a cloud server that provides cloud computing services.
[0034] In an exemplary embodiment, as shown in FIG2 , a resource management method is provided, which is described by taking the method applied to the server 104 in FIG1 as an example, and includes the following S202 to S210. Among them:
[0035] S202: In response to a parameter configuration event initiated on a resource management page, determine a resource management scenario according to the configured parameter information.
[0036] Among them, the resource management page can be a management page involved in resource business. Resource business can be resource liquidation business, resource account adjustment business and other businesses. The content of resource liquidation business can include the process of systematically evaluating, selling and distributing all assets of the organization under specific circumstances. This process is intended to ensure that the rights and interests of creditors are fairly repaid while achieving optimal allocation of resources. The purpose of resource account adjustment business can be to correct errors or inconsistencies in resource values in accounts to achieve expected or specified results, such as achieving the purpose of balancing accounts, writing off accounts, etc. The management page can be a front-end page that has been developed on the terminal. Users or business personnel can perform operations on this front-end page.
[0037] A parameter configuration event may represent the process of adjusting parameter values. These parameters may be used to control software or system behavior, such as processing speed, output format, security settings, etc. Specifically, a parameter configuration event may represent a configuration event of a parameter class initiated for a resource management page. Exemplarily, a parameter configuration event may be a selection operation performed by a user on a resource management page.
[0038] The parameter information may be information fed back by the server in response to a parameter configuration event. For example, the parameter information may represent information obtained by a user performing a selection operation on a resource management interface.
[0039] The parameter information may include at least one parameter identifier and a parameter value corresponding to the parameter identifier. Exemplarily, the parameter information includes three parameter identifiers and parameter values corresponding to the three parameter identifiers.
[0040] Resource management scenarios can represent management scenarios that match parameter information. Resource management scenarios can be scenarios for managing and allocating resources in software or systems during actual applications. These resources can be hardware resources (CPU, memory, etc.), software resources (applications, databases, etc.), or data resources (user information, transaction records, etc.). Different resource management scenarios have different ways of managing and allocating resources.
[0041] Exemplarily, when the resource management page is a management page involved in the resource account adjustment business, the resource management scenario may include a foreign exchange scenario, a precious metal scenario, a borrowing scenario, a borrowing scenario, an option scenario, a fund scenario, a bond scenario, a principal scenario, an interest scenario, a manual scenario, etc. It is understandable that the resource management scenario may also include a manual principal scenario, a precious metal manual principal scenario, a borrowing manual interest scenario, a borrowing manual interest scenario, an option manual fee scenario, a fund manual dividend scenario, a bond manual dividend scenario, a bond manual interest scenario, etc.
[0042] In financial management software, resource management scenarios can include user permissions, resource scheduling, data backup and recovery. User permissions can mean assigning different permissions to different users in this resource management scenario to ensure that they can only access and operate the data and functions they need. Resource scheduling can mean dynamically allocating and scheduling resources according to the system load and user needs to improve the system's response speed and throughput. Data backup and recovery can mean regularly backing up important data and being able to quickly restore data when needed to ensure data integrity and security.
[0043] Specifically, the server may determine the resource management scenario according to the configured parameter information in response to a parameter configuration event initiated on the resource management page.
[0044] In one embodiment, the server may determine the configured parameter information in response to the parameter configuration event initiated by the resource management page. The server may obtain the parameter identifier and the parameter value corresponding to the parameter identifier in the parameter information. The server may determine the resource management scenario matching the parameter value and the parameter identifier based on the parameter identifier and the parameter value.
[0045] In one embodiment, the server may determine the configured parameter information in response to a parameter configuration event initiated on a resource management page. The server may obtain multiple preset management scenarios in a management scenario set. The server may perform similarity matching of the parameter information with each preset management scenario, and obtain the similarity of the parameter information corresponding to each preset management scenario. The server may filter resource management scenarios whose similarity meets the similarity filtering condition in each preset management scenario.
[0046] S204: Determine a resource management record table that matches the resource management scenario and a record period configured for the resource management record table.
[0047] Among them, the resource management record table can represent a table for recording various resource values, for example, the resource management record table includes at least two resource record dimensions. Exemplarily, in the case where the resource management page is a management page involved in the resource account adjustment business, the resource management record table can be an account adjustment entry. In the case where the resource management page is a management page involved in the resource settlement business, the resource management record table can be a settlement entry. Among them, the account adjustment entry can represent the accounting entry prepared when the original accounting entry needs to be adjusted due to some reasons during the accounting process. The account adjustment entry can include four resource record dimensions, namely, recording realized income, transferred out pending settlement funds, realized losses and transferred in pending settlement funds.
[0048] The resource management record table may be a record table that matches the resource management scenario, for example, a foreign exchange record table, a precious metal record table, a foreign exchange manual principal record table, and the like.
[0049] The recording period may represent the triggering period of the resource management record table. For example, for the record table of foreign exchange manual principal, the triggering period may be the period corresponding to the foreign exchange manual principal day of the record table, such as the period from the 1st of the current month to the 1st of the previous month. It is understandable that different resource management record tables are configured with different recording periods, which is conducive to accurately recording various resources, avoiding the centralized recording of multiple resources, and improving system stability.
[0050] Specifically, the server may obtain multiple management record tables and mapping relationships between management record tables and resource management scenarios in advance. The server obtains a resource management record table matching the resource management scenario based on the mapping relationship and the resource management scenario. The server then determines the recording period configured in the resource management record table.
[0051] S206, obtaining the organization flow information of the management organization to which the resource management page belongs during the recording period.
[0052] The management agency refers to an organization, unit or enterprise with resource management capabilities, etc. For example, the management agency may be a bank.
[0053] The institutional transaction information may indicate the transaction flow between the management institution and other organizations, units or enterprises. The institutional transaction information may indicate the transaction flow of the entire cycle, or the transaction flow within a specific cycle. For example, the institutional transaction information may indicate the transaction flow of a specific recording cycle.
[0054] Institutional transaction information may include basic transaction information, amount information and account information. Among them, basic transaction information includes transaction date, transaction time, transaction counterparty name, transaction counterparty account number, transaction summary, etc. Amount information may indicate the expenditure amount, income amount, and account balance of each transaction. Account information may indicate the bank account information to which the transaction belongs, such as account name, account type, account number, etc.
[0055] Specifically, the server can obtain the initial flow information of the entire cycle of the management organization to which the resource management page belongs. The server can segment the initial flow information of the entire cycle according to the recording period to obtain the organization flow information in the recording period.
[0056] Specifically, the server may also obtain the initial transaction information of the management organization to which the resource management page belongs during the recording period. The server may perform transaction information verification on the initial transaction information and determine the initial transaction information that passes the transaction information verification as the organization transaction information.
[0057] In one embodiment, the transaction information verification includes data structure verification and business condition verification. The server can perform data structure verification on the initial transaction information and determine the initial transaction information that passes the data structure verification as candidate transaction information. The server can perform business condition verification on the candidate transaction information and determine the candidate transaction information that passes the business condition verification as the organization transaction information.
[0058] S208, based on the multiple resource record dimensions in the resource management record table, perform resource value statistics on the organization flow information to obtain the resource statistical value of each resource record dimension.
[0059] The resource record dimension may represent a record dimension in a resource management record. Taking the resource management record table as a foreign exchange manual principal record table as an example, the resource record dimension may include realized gains, outgoing pending settlement funds, realized losses, and incoming pending settlement funds. Taking the resource management record table as a fund delivery record table as an example, the resource record dimension may include pending settlement funds receipt and pending settlement funds payment.
[0060] The resource statistics value may represent the statistical result of multiple resource values included in each resource record dimension. For example, in the realized loss dimension, the server may perform statistics on multiple loss resource values to obtain the statistical result of the dimension.
[0061] Resource value statistics may represent the process of performing statistics on multiple resource values contained in each resource record dimension. Resource value statistics may include summing up multiple resource values, weighted summing up multiple resource values, and average statistics on multiple resource values.
[0062] Specifically, the server may perform resource value summing statistics on the organization flow information based on multiple resource record dimensions in the resource management record table to obtain resource statistical values for each resource record dimension.
[0063] In one embodiment, the server can also perform resource value average statistics on the organization flow information. The server can also perform resource value weighted sum statistics on the organization flow information.
[0064] S210, writing each resource statistic into the resource summary table to which the resource management record table belongs according to the record time corresponding to the record period.
[0065] The recording time may be a preset time at the end of the recording period, for example, if the recording period is from January 1 to February 1, the recording time may be 5:00 p.m. on February 1.
[0066] The resource summary table can be a summary table with a higher management level than the resource management record table. The summary table reflects the statistical results of resource management results.
[0067] Specifically, the server may write each resource statistical value into the resource summary table to which the resource management record table belongs according to the recording time corresponding to the recording period.
[0068] In one embodiment, the server may determine the resource summary table to which the resource management record table belongs. The server may determine the resource summary dimension that matches each resource record dimension in the resource summary table. The server may write the resource statistics of the resource record dimension to the write position of the resource summary dimension corresponding to the resource record dimension for each resource record dimension.
[0069] In the above resource management method, in response to the parameter configuration event initiated on the resource management page, the resource management scenario is determined according to the configured parameter information, and the resource management record table matching the resource management scenario and the recording period configured for the resource management record table are determined. Different resource management scenarios match different resource management record tables, which is convenient for subsequent statistics of resource values and improves resource management efficiency. The organization flow information of the management organization to which the resource management page belongs in the recording period is obtained, and based on the multiple resource record dimensions in the resource management record table, the resource value statistics of each pair of organization flow information are automatically performed to obtain the resource statistical value of each resource record dimension, thereby reducing the time consumed by manual verification of resource values and further improving resource management efficiency. By adopting the above method, according to the recording time corresponding to the recording period, there is no need to summarize the resource values layer by layer, and the statistical values of each resource are directly written into the resource summary table to which the resource management record table belongs, thereby improving resource management efficiency.
[0070] In an exemplary embodiment, as shown in FIG3 , S202 includes S302 to S308 . Among them:
[0071] S302: In response to a parameter configuration event initiated on a resource management page, determine configured parameter information.
[0072] The parameter information may be information fed back by the server in response to a parameter configuration event. The parameter information may include at least one parameter identifier and a parameter value corresponding to the parameter identifier. Taking the resource management page as an example, the management page involved in the resource account adjustment business is shown in Table 1 below:
[0073] Table 1 The first type of parameter information table
[0074]
[0075] The parameter identifier in the parameter information may include classification, cash flow generation type, cash flow amount type, cash flow maintenance method, and business type. The parameter value may represent the specific fields contained under each column header. For example, for the parameter identifier of business type, the specific fields contained under the parameter identifier (foreign exchange, precious metals, borrowing, etc.) can be considered as the parameter value corresponding to the parameter identifier. The same is shown in Table 2 below:
[0076] Table 2 The second type of parameter information table
[0077]
[0078] The parameter identifier in the parameter information may include classification, adjustment type and business type. The parameter value may represent the specific fields contained in each column header (eg, cost adjustment, interest adjustment, etc.).
[0079] Specifically, the server may determine the configured parameter information in the first type parameter information table and the second type parameter information table in response to a parameter configuration event initiated on the resource management page.
[0080] In one embodiment, the server may determine at least one target field in the first parameter information table and / or the second parameter information table. The server determines the parameter information of the configuration including the at least one target field. For example, the server may determine in Table 1 that the cash flow amount type is principal, the cash flow maintenance method is supplementary adjustment, and the business type is precious metals. Among them, principal, supplementary adjustment, and precious metals can be considered as configured parameter information.
[0081] S304: Acquire multiple preset management scenarios from the management scenario set.
[0082] The management scenario set includes multiple configured management scenarios.
[0083] The preset management scenario may be a scenario preset for various possible management scenarios. The preset management scenario may include, but is not limited to, a manual principal scenario for foreign exchange, a manual principal scenario for precious metals, a manual interest scenario for borrowing, a manual interest scenario for borrowing, a manual fee scenario for options, a manual dividend scenario for funds, a manual principal scenario for bonds, a manual interest scenario for bonds, a fund delivery scenario, a cost spread adjustment scenario, a cost interest adjustment scenario, an interest adjustment scenario, an accrued interest adjustment scenario, a cost adjustment scenario, etc.
[0084] Specifically, the server may manage the preset management scenes in the management scenes. For example, the server may add a new preset management scene and write the new preset management scene into the management scene set.
[0085] S306: Perform similarity matching between the parameter information and each preset management scenario to obtain the similarity between the parameter information and each preset management scenario.
[0086] The similarity between the parameter information and the preset management scenarios can represent the semantic similarity between the parameter information and the preset management scenarios. The higher the semantic similarity, the more the parameter information matches the preset management scenarios.
[0087] For example, the parameter information may be principal, supplementary adjustment and precious metals. The preset management scenario may be a manual principal scenario for foreign exchange, a manual principal scenario for precious metals, etc. The parameter information is matched with each preset management scenario for similarity.
[0088] S308: Filter resource management scenarios whose similarities satisfy similarity filtering conditions in each preset management scenario.
[0089] The resource management scenario that meets the similarity screening condition may represent a preset management scenario with the highest screening similarity, or may represent a preset management scenario with a similarity greater than a similarity threshold.
[0090] Exemplarily, when the parameter information is principal, supplementary adjustment and precious metals, the resource management scenario can be a precious metal manual principal scenario.
[0091] In this embodiment, in response to a parameter configuration event initiated on a resource management page, the configured parameter information is determined. Multiple preset management scenarios are obtained from the management scenario set. The parameter information is matched with each preset management scenario respectively to obtain the similarity of the parameter information corresponding to each preset management scenario. In each preset management scenario, the resource management scenarios whose similarity meets the similarity screening condition are screened. There is no need to configure multiple fields. The resource management scenarios can be accurately screened out according to the similarity corresponding to each preset management scenario, thereby improving the accuracy of screening resource management scenarios.
[0092] In one embodiment, the resource management method further comprises obtaining a new preset management scene in response to a scene addition event for the resource management page, and writing the new preset management scene into the management scene set to obtain a new management scene set.
[0093] The scenario addition event indicates the process of adding a new scenario. If the accounting system changes, the corresponding scenario also needs to be added to adapt to the new accounting system.
[0094] The new preset management scenario can be to add a new field in the preset management scenario. For example, the preset management scenario is a manual bond scenario. The manual bond scenario and the new accounting system add an interest field to the manual bond scenario to obtain a new preset management scenario, namely, the manual bond interest scenario.
[0095] Specifically, the server may obtain a new preset management scene in response to a scene addition event for the resource management page.
[0096] Specifically, the server may also obtain accounting system information. In response to the scenario update event for the resource management page, the server updates the preset management scenario according to the accounting system information to obtain a new preset management scenario. The accounting system information includes key fields. The server may update the preset management scenario according to the key fields to obtain a new preset management scenario.
[0097] In this embodiment, in response to a scenario addition event for a resource management page, a new preset management scenario is obtained, and the new preset management scenario is written into a management scenario set to obtain a new management scenario set. The new preset management scenario is compatible with the accounting system, which helps to improve the accuracy of each preset management scenario in the management scenario set.
[0098] In one embodiment, obtaining the institutional transaction information of the management organization to which the resource management page belongs during the recording period includes: obtaining the initial transaction information of the management organization to which the resource management page belongs during the recording period, performing transaction information verification on the initial transaction information, and determining the initial transaction information that passes the transaction information verification as the institutional transaction information.
[0099] Among them, the initial transaction information can represent the transaction flow between the management agency and other organizations, units or enterprises. The institutional transaction information can represent the transaction flow of the entire cycle, or it can represent the transaction flow within a specific cycle. For example, the institutional transaction information can represent the transaction flow of a specific recording cycle. It should be noted that due to the different data sources for obtaining the transaction information, there is information that is difficult to identify in the initial transaction information. In order to improve the accuracy of the initial transaction information, the initial transaction information needs to be screened and verified.
[0100] The initial transaction information may include basic transaction information, amount information and account information. Among them, the basic transaction information includes the transaction date, transaction time, transaction counterparty name, transaction counterparty account number, transaction summary, etc. The amount information may indicate the expenditure amount, income amount, and account balance of each transaction. The account information may indicate the bank account information to which the transaction belongs, such as the account name, account type, account number, etc. The initial transaction information also includes the information format of the transaction data, for example, the number of digits of the account number, the number of digits indicating the amount, etc.
[0101] The verification of the transaction information means verifying each type of data in the initial transaction information and the data results of each type of data.
[0102] There are many ways to verify transaction information. Specifically, transaction information verification includes data structure verification. The server can perform data structure verification on the initial transaction information and determine the initial transaction information that passes the data structure verification as the organization's transaction information.
[0103] In one of the embodiments, the transaction information verification includes a business condition verification, and the server may also perform a business condition verification on the initial transaction information, and determine the candidate transaction information that passes the business condition verification as the organization's transaction information.
[0104] In one embodiment, the transaction information verification includes data structure verification and business condition verification. The server can perform data structure verification on the initial transaction information, and determine the initial transaction information that passes the data structure verification as candidate transaction information. The server can perform business condition verification on the candidate transaction information, and determine the candidate transaction information that passes the business condition verification as the organization transaction information.
[0105] In this embodiment, the initial transaction information of the management organization to which the resource management page belongs during the recording period is obtained, and the initial transaction information is verified. The initial transaction information that passes the transaction information verification is determined as the organization's transaction information, thereby improving the accuracy of the organization's transaction information, avoiding wasting resources to process abnormal data, and providing a basis for subsequently improving the efficiency of resource management.
[0106] In one embodiment, the flow information verification includes data structure verification and business condition verification. The flow information verification is performed on the initial flow information, and the initial flow information that passes the flow information verification is determined as the institutional flow information, including: performing a data structure verification on the initial flow information, determining the initial flow information that passes the data structure verification as candidate flow information, performing a business condition verification on the candidate flow information, and determining the candidate flow information that passes the business condition verification as the institutional flow information.
[0107] The data structure check can be to check the key information in the transaction information, such as the expenditure amount, income amount, account amount, account name, etc. It can also be used to determine whether key information is missing, whether unrecognizable information appears, and whether the character length of the information complies with regulations.
[0108] The business condition check can be to check whether the transaction information meets the business conditions. For example, the business condition can be to check whether the number of digits of the amount is less than the preset number of digits, whether the first preset number of digits of the account number is the preset number, etc.
[0109] The candidate transaction information may be the initial transaction information that meets the data structure verification. The organization transaction information may be the candidate transaction information that meets the business condition verification.
[0110] In the present embodiment, a flow information check is performed on the initial flow information, and the initial flow information that passes the flow information check is determined as the organization flow information, including: performing a data structure check on the initial flow information, determining the initial flow information that passes the data structure check as candidate flow information, performing a business condition check on the candidate flow information, and determining the candidate flow information that passes the business condition check as the organization flow information, thereby improving the accuracy of the organization flow information, avoiding wasting resources to process abnormal data, and providing a basis for subsequently improving the efficiency of resource management.
[0111] In one embodiment, the resource management method also includes: obtaining a first statistical result for the resource value in the resource summary table within the recording period, determining a second statistical result for the resource value of the management organization based on the organization flow information, and determining a display result on the resource management page according to the difference between the first statistical result and the second statistical result, wherein the display result includes successful resource management and abnormal resource management.
[0112] The first statistical result may represent the statistical result for resource value in the resource summary table. For example, the total income for foreign exchange in the resource summary table is X yuan, and the total income for precious metals is Y yuan. Therefore, the statistical result for resource value in the resource summary table is X+Y yuan.
[0113] The second statistical result may represent the statistical result of the resource value in the institution's bank flow. For example, according to the bank flow of a certain bank, it is determined that the income from foreign exchange should be a yuan and the income from precious metals should be b yuan.
[0114] If the first statistical result and the second statistical result differ slightly or are equal, it can be considered that the resource management is successful. If the first statistical result and the second statistical result differ significantly, it can be considered that the resource management is abnormal.
[0115] The result difference may represent the overall difference between the first statistical result and the second statistical result, or may represent the subject difference between the subject statistical result of each subject in the first statistical result and the subject statistical result of each subject in the second statistical result.
[0116] The subjects may include but are not limited to foreign exchange subjects, precious metal subjects, borrowing subjects, and lending subjects. Specifically, the server may compare the difference between the first statistical result and the second statistical result for the same subject to obtain the subject difference.
[0117] The display result refers to the message displayed on the resource management page. The message is used to prompt users, business personnel, and developers whether the resource management is successful or abnormal.
[0118] Specifically, in the case of resource management exceptions, the server can return a response to the parameter configuration event initiated on the resource management page, and determine the steps of the resource management scenario according to the configured parameter information until the display result shows that the resource management is normal.
[0119] In this embodiment, a first statistical result for the resource value in the resource summary table within the recording period is obtained, and a second statistical result for the resource value of the management organization is determined based on the organization flow information. According to the difference between the first statistical result and the second statistical result, a display result on the resource management page is determined, wherein the display result includes successful resource management and abnormal resource management, which can promptly remind users, business personnel, and developers of successful or abnormal resource management, avoid multiple parameter configuration events initiated by multiple users, and improve the overall efficiency of resource management.
[0120] In one embodiment, as shown in FIG4 , a general accounting method supporting flexible configuration of transaction event-driven automatic account adjustment is provided, including:
[0121] S402: In response to a parameter configuration event initiated on a resource management page, determine configured parameter information.
[0122] Exemplary, as shown in the flowchart of the accounting method in FIG5, the liquidation accounting personnel of the business department select the adjustment scenario on the system adjustment page according to the actual difference situation, the system receives the adjustment scenario and identifies the corresponding transaction event, reads the adjustment entry configured in the transaction event, generates the account adjustment entry and sends it to the general ledger, thereby adjusting the general ledger account balance and updating the sub-account balance in the system. Specifically, it includes: step 1, transferring the adjustment scenario configured in the adjustment page to the automatic adjustment module; step 2.1 querying the transaction event configuration of the adjustment scenario on the transaction event configuration page; step 2.2 returning the adjustment entry; step 3.1, generating the adjustment detailed entry; step 3.2, updating the sub-account balance; step 4.1, sending the accounting entry to obtain the general ledger; step 5, checking the general ledger and each sub-account. Among them, different adjustment scenarios are defined as different transaction events, and each transaction event is configured with different adjustment entries. Among them, the transaction event configuration page is opened to flexibly configure transaction events. When there is a need to change the corresponding adjustment entries of transaction events or add new transaction events in scenarios such as accounting system changes, the liquidation and accounting personnel of the business department can flexibly configure them on the adjustment configuration page. Among them, for the account details of the automatic adjustment of the system, business reports are generated for business tracking and verification.
[0123] S404: Acquire multiple preset management scenarios from the management scenario set.
[0124] In response to a scene addition event for a resource management page, a new preset management scene is obtained, and the new preset management scene is written into the management scene set to obtain a new management scene set.
[0125] S406: Perform similarity matching between the parameter information and each preset management scenario to obtain the similarity between the parameter information and each preset management scenario.
[0126] S408: Filter resource management scenarios whose similarities satisfy similarity filtering conditions in each preset management scenario.
[0127] S410: Determine a resource management record table that matches a resource management scenario and a record period configured for the resource management record table.
[0128] S412, obtaining the initial flow information of the management organization to which the resource management page belongs during the recording period.
[0129] S414, performing data structure verification on the initial transaction information, and determining the initial transaction information that passes the data structure verification as candidate transaction information.
[0130] Among them, transaction information verification includes data structure verification and business condition verification.
[0131] S416, performing business condition verification on the candidate transaction information, and determining the candidate transaction information that passes the business condition verification as the organization transaction information.
[0132] S418, based on the multiple resource record dimensions in the resource management record table, perform resource value statistics on the organization flow information to obtain the resource statistical value of each resource record dimension.
[0133] S420: Write each resource statistic into the resource summary table to which the resource management record table belongs according to the record time corresponding to the record period.
[0134] S422: Obtain a first statistical result of the resource value in the resource summary table within a recording period.
[0135] S424, based on the organization flow information, determine the second statistical result of the management organization on the resource value.
[0136] S426: Determine a display result on the resource management page according to the difference between the first statistical result and the second statistical result.
[0137] The displayed results include successful resource management and abnormal resource management.
[0138] In this embodiment, in response to the parameter configuration event initiated on the resource management page, the resource management scenario is determined according to the configured parameter information, the resource management record table matching the resource management scenario and the recording period configured for the resource management record table are determined, and different resource management scenarios match different resource management record tables, which is convenient for subsequent statistics of resource values and improves resource management efficiency. The institutional flow information of the management institution to which the resource management page belongs in the recording period is obtained, and based on the multiple resource record dimensions in the resource management record table, the resource value statistics of each pair of institutional flow information are automatically performed to obtain the resource statistical values of each resource record dimension, thereby reducing the time consumed by manual verification of resource values and further improving resource management efficiency. By adopting the above method, according to the recording time corresponding to the recording period, there is no need to summarize the resource values layer by layer, and the statistical values of each resource are directly written into the resource summary table to which the resource management record table belongs, thereby improving resource management efficiency. This method, through the automatic account adjustment driven by the transaction event system and the flexible configuration of the transaction event, turns the operation currently completed manually and synchronously by multiple departments into a flexible setting and automatic system processing method, which has good versatility and expansibility, and greatly improves the efficiency and accuracy of account operation.
[0139] It should be understood that, although the various steps in the flowcharts involved in the above-mentioned embodiments are displayed in sequence according to the indication of the arrows, these steps are not necessarily executed in sequence according to the order indicated by the arrows. Unless there is a clear explanation in this article, the execution of these steps does not have a strict order restriction, and these steps can be executed in other orders. Moreover, at least a part of the steps in the flowcharts involved in the above-mentioned embodiments can include multiple steps or multiple stages, and these steps or stages are not necessarily executed at the same time, but can be executed at different times, and the execution order of these steps or stages is not necessarily to be carried out in sequence, but can be executed in turn or alternately with other steps or at least a part of the steps or stages in other steps.
[0140] Based on the same inventive concept, the embodiment of the present application also provides a resource management device for implementing the resource management method involved above. The implementation solution provided by the device to solve the problem is similar to the implementation solution recorded in the above method, so the specific limitations in one or more resource management device embodiments provided below can refer to the limitations on the resource management method above, and will not be repeated here.
[0141] In an exemplary embodiment, as shown in FIG6 , a resource management device is provided, including: a scene determination module 602, a record table determination module 604, an information acquisition module 606, a resource value statistics module 608 and a writing module 610, wherein:
[0142] A scenario determination module 602, configured to determine a resource management scenario according to the configured parameter information in response to a parameter configuration event initiated on the resource management page;
[0143] A record table determination module 604 is used to determine a resource management record table that matches the resource management scenario and a record cycle configured for the resource management record table;
[0144] The information acquisition module 606 is used to acquire the organization flow information of the management organization to which the resource management page belongs during the recording period;
[0145] The resource value statistics module 608 is used to perform resource value statistics on the organization flow information based on multiple resource record dimensions in the resource management record table to obtain the resource statistical value of each resource record dimension;
[0146] The writing module 610 is used to write each resource statistical value into the resource summary table to which the resource management record table belongs according to the recording time corresponding to the recording period.
[0147] In one embodiment, the scenario determination module 602 includes: an information determination unit, which is used to determine the configured parameter information in response to a parameter configuration event initiated on a resource management page; an acquisition unit, which is used to acquire multiple preset management scenarios in a management scenario set; a matching unit, which is used to perform similarity matching on the parameter information with each preset management scenario respectively, and obtain the similarity of the parameter information corresponding to each preset management scenario; and a screening unit, which is used to screen the resource management scenarios whose similarity meets the similarity screening conditions in each preset management scenario.
[0148] In one of the embodiments, the resource management device also includes: a adding unit, used to obtain a new preset management scene in response to a scene adding event for the resource management page; and an updating unit, used to write the new preset management scene into the management scene set to obtain a new management scene set.
[0149] In one embodiment, the information acquisition module 606 includes: an information acquisition unit, used to obtain the initial transaction information of the management organization to which the resource management page belongs during the recording period; an information verification unit, used to verify the initial transaction information, and determine the initial transaction information that passes the transaction information verification as the organization transaction information.
[0150] In one of the embodiments, the transaction information verification includes data structure verification and business condition verification; the information verification unit includes: a first verification component, used to perform data structure verification on the initial transaction information, and determine the initial transaction information that passes the data structure verification as candidate transaction information; a second verification component, used to perform business condition verification on the candidate transaction information, and determine the candidate transaction information that passes the business condition verification as the organization transaction information.
[0151] In one of the embodiments, the resource management device also includes: a first result acquisition module, used to obtain a first statistical result for a resource value in a resource summary table within a recording period; a second result acquisition module, used to determine a second statistical result for a resource value of a management organization based on organization flow information; and a display module, used to determine a display result on a resource management page based on a result difference between the first statistical result and the second statistical result, wherein the display result includes successful resource management and abnormal resource management.
[0152] Each module in the resource management device can be implemented in whole or in part by software, hardware, or a combination thereof. Each module can be embedded in or independent of a processor in a computer device in the form of hardware, or can be stored in a memory in a computer device in the form of software, so that the processor can call and execute operations corresponding to each module.
[0153] In an exemplary embodiment, a computer device is provided, which may be a server, and its internal structure diagram may be shown in FIG6. The computer device includes a processor, a memory, an input / output interface (Input / Output, referred to as I / O) and a communication interface. The processor, the memory and the input / output interface are connected via a system bus, and the communication interface is connected to the system bus via the input / output interface. The processor of the computer device is used to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system, a computer program and a database. The internal memory provides an environment for the operation of the operating system and the computer program in the non-volatile storage medium. The database of the computer device is used to store resource management scenario data. The input / output interface of the computer device is used to exchange information between the processor and an external device. The communication interface of the computer device is used to communicate with an external terminal through a network connection. When the computer program is executed by the processor, a resource management method is implemented.
[0154] Those skilled in the art will understand that the structure shown in FIG. 6 is merely a block diagram of a partial structure related to the solution of the present application, and does not constitute a limitation on the computer device to which the solution of the present application is applied. The specific computer device may include more or fewer components than shown in the figure, or combine certain components, or have a different arrangement of components.
[0155] In an exemplary embodiment, a computer device is provided, including a memory and a processor, wherein a computer program is stored in the memory, and the above method steps are implemented when the processor executes the computer program.
[0156] In one embodiment, a computer-readable storage medium is provided, on which a computer program is stored, and when the computer program is executed by a processor, the above method steps are implemented.
[0157] In one embodiment, a computer program product is provided, comprising a computer program, which implements the above method steps when executed by a processor.
[0158] A person of ordinary skill in the art can understand that all or part of the processes in the above-mentioned embodiment method can be completed by instructing the relevant hardware through a computer program, and the computer program can be stored in a non-volatile computer-readable storage medium. When the computer program is executed, it can include the processes of the embodiments of the above-mentioned methods. Among them, any reference to the memory, database or other medium used in the embodiments provided in the present application can include at least one of non-volatile memory and volatile memory. Non-volatile memory can include read-only memory (ROM), magnetic tape, floppy disk, flash memory, optical memory, high-density embedded non-volatile memory, resistive random access memory (ReRAM), magnetic random access memory (MRAM), ferroelectric random access memory (FRAM), phase change memory (PCM), graphene memory, etc. Volatile memory can include random access memory (RAM) or external cache memory, etc. As an illustration and not limitation, RAM can be in various forms, such as static random access memory (SRAM) or dynamic random access memory (DRAM). The database involved in each embodiment provided in this application may include at least one of a relational database and a non-relational database. Non-relational databases may include distributed databases based on blockchains, etc., but are not limited to this. The processor involved in each embodiment provided in this application may be a general-purpose processor, a central processing unit, a graphics processor, a digital signal processor, a programmable logic device, a data processing logic device based on quantum computing, an artificial intelligence (AI) processor, etc., but are not limited to this.
[0159] The technical features of the above embodiments may be combined arbitrarily. To make the description concise, not all possible combinations of the technical features in the above embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this application.
[0160] The above-described embodiments only express several implementation methods of the present application, and the descriptions thereof are relatively specific and detailed, but they cannot be understood as limiting the scope of the present application. It should be pointed out that, for a person of ordinary skill in the art, several variations and improvements can be made without departing from the concept of the present application, and these all belong to the protection scope of the present application. Therefore, the protection scope of the present application shall be subject to the attached claims.
Claims
1. A resource management method, characterized in that: The method comprises: In response to a parameter configuration event initiated on a resource management page, determining a resource management scenario according to the configured parameter information; Determine a resource management record table matching the resource management scenario and a record period configured for the resource management record table; Obtaining the organization flow information of the management organization to which the resource management page belongs during the recording period; Based on the multiple resource record dimensions in the resource management record table, performing resource value statistics on the organization flow information to obtain the resource statistical value of each resource record dimension; According to the recording time corresponding to the recording period, each resource statistical value is written into the resource summary table to which the resource management record table belongs.
2. The method according to claim 1, characterized in that The responding to the parameter configuration event initiated on the resource management page and determining the resource management scenario according to the configured parameter information includes: In response to a parameter configuration event initiated on a resource management page, determining parameter information of the configuration; Get multiple preset management scenes in the management scene collection; Performing similarity matching between the parameter information and each of the preset management scenarios respectively, to obtain the similarity between the parameter information and each of the preset management scenarios; In each of the preset management scenarios, resource management scenarios whose similarities satisfy similarity screening conditions are screened.
3. The method according to claim 2, characterized in that The method further comprises: In response to a scene addition event for the resource management page, obtaining a new preset management scene; The new preset management scenario is written into the management scenario set to obtain a new management scenario set.
4. The method according to claim 1, characterized in that: The obtaining of the organization flow information of the management organization to which the resource management page belongs during the recording period includes: Obtaining the initial transaction information of the management organization to which the resource management page belongs during the recording period; The initial transaction information is verified, and the initial transaction information that passes the verification is determined as the institution transaction information.
5. The method according to claim 4, characterized in that The transaction information verification includes data structure verification and business condition verification; The step of performing transaction information verification on the initial transaction information and determining the initial transaction information that passes the transaction information verification as the institution transaction information includes: Performing data structure verification on the initial transaction information, and determining the initial transaction information that passes the data structure verification as candidate transaction information; The candidate transaction information is subjected to a business condition check, and the candidate transaction information that passes the business condition check is determined as the organization transaction information.
6. The method according to claim 1, characterized in that The method further comprises: Obtain a first statistical result of the resource value in the resource summary table within the recording period; Determining a second statistical result of the management organization on the resource value based on the organization flow information; According to the result difference between the first statistical result and the second statistical result, a display result on the resource management page is determined, wherein the display result includes successful resource management and abnormal resource management.
7. A resource management device, characterized in that: The device comprises: A scenario determination module, configured to respond to a parameter configuration event initiated on a resource management page and determine a resource management scenario according to the configured parameter information; A record table determination module, used to determine a resource management record table matching the resource management scenario and a record period configured for the resource management record table; An information acquisition module, used to acquire the organization flow information of the management organization to which the resource management page belongs during the recording period; A resource value statistics module, used to perform resource value statistics on the organization flow information based on multiple resource record dimensions in the resource management record table, and obtain resource statistical values of each resource record dimension; The writing module is used to write each resource statistical value into the resource summary table to which the resource management record table belongs according to the recording time corresponding to the recording period.
8. The device according to claim 7, characterized in that The scene determination module includes: An information determination unit, configured to determine parameter information of the configuration in response to a parameter configuration event initiated on a resource management page; An acquisition unit, used to acquire a plurality of preset management scenarios from a management scenario set; A matching unit, used to perform similarity matching between the parameter information and each of the preset management scenarios, to obtain the similarity between the parameter information and each of the preset management scenarios; The screening unit is used to screen resource management scenarios whose similarities meet similarity screening conditions in each of the preset management scenarios.
9. The device according to claim 8, characterized in that The device also includes: A new adding unit, configured to obtain a new preset management scene in response to a scene adding event for the resource management page; The updating unit is used to write the new preset management scenario into the management scenario set to obtain a new management scenario set.
10. The device according to claim 7, characterized in that The information acquisition module includes: An information acquisition unit, used for acquiring the initial flow information of the management organization to which the resource management page belongs in the recording period; The information verification unit is used to perform transaction information verification on the initial transaction information, and determine the initial transaction information that passes the transaction information verification as the organization transaction information.
11. The device according to claim 10, characterized in that The flow information verification includes data structure verification and business condition verification; the information verification unit includes: A first verification component is used to perform a data structure verification on the initial transaction information, and determine the initial transaction information that passes the data structure verification as candidate transaction information; The second verification component is used to perform business condition verification on the candidate transaction information, and determine the candidate transaction information that passes the business condition verification as the organization transaction information.
12. The device according to claim 7, characterized in that The device also includes: A first result acquisition module, used to obtain a first statistical result of the resource value in the resource summary table within the recording period; A second result acquisition module, used to determine a second statistical result of the management organization on the resource value based on the organization flow information; The display module is used to determine the display result on the resource management page according to the result difference between the first statistical result and the second statistical result, wherein the display result includes successful resource management and abnormal resource management.
13. A computer device comprising a memory and a processor, wherein the memory stores a computer program, characterized in that: When the processor executes the computer program, the steps of the method according to any one of claims 1 to 6 are implemented.
14. A computer-readable storage medium having a computer program stored thereon, characterized in that: When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 6 are implemented.
15. A computer program product comprising a computer program, characterized in that When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 6 are implemented.