Information configuration method and investment processing method and device based on information configuration

By automatically comparing the overlap between the effective time period and the effective time period, the problem of increased information configuration time and cost caused by manual inspection is solved, and more efficient and accurate information configuration is achieved.

CN119558981APending Publication Date: 2025-03-04BANK OF CHINA
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Patent Information

Application Number
CN202411602741.7
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-11
Publication Date
2025-03-04

AI Technical Summary

Technical Problem

In product investment scenarios, the existing technology relies on manual inspection to determine whether the product pool ratio limits conflict, resulting in an increase in labor and time costs and prone to omissions.

Method used

Provide an information configuration method, which automatically compares the overlap between the effective time period and the effective time period, and determines whether the configuration information is configured successfully and effective, thereby realizing automated judgment of heavy-duty prevention.

Benefits of technology

It saves information configuration time in investment processing scenarios, improves the accuracy and efficiency of information configuration, and reduces the possibility of manual errors.

✦ Generated by Eureka AI based on patent content.

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Patent Text Reader

Abstract

The embodiment of the invention provides an information configuration method and an investment processing method and device based on information configuration. The method can be used in artificial intelligence field. The method comprises the following steps: in response to a first configuration operation on target restriction information, determining first configuration information configured by the first configuration operation; wherein the first configuration information comprises limited content and a to-be-effective time period corresponding to the limited content; acquiring at least one piece of successfully configured second configuration information corresponding to the target limitation information; wherein the second configuration information comprises corresponding limit content and a corresponding effective time period; performing comparison processing on the to-be-effective time period and each effective time period to obtain a time comparison result; and if the time comparison result indicates that the to-be-effective time period is not overlapped with the effective time period, determining that the first configuration information is successfully configured and takes effect. According to the method, manual checking of the configuration information can be avoided, and the checking efficiency and accuracy are improved.
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Description

Technical Field

[0001] The present application relates to the field of artificial intelligence, and in particular to an information configuration method, an investment processing method and a device based on information configuration. Background Art

[0002] In product investment scenarios, such as when investing in pension products, in order to ensure that direct investment transactions meet risk compliance requirements, investment constraints are generally set for direct investment transactions of pension products. For example, the investment constraints can be product pool ratio restrictions. For example, when the pension products to be invested include alternative product pools, core product pools, and basic product pools, product pool ratio restrictions can be set for various types of pension products. For example, the maximum investment ratio of the alternative product pool, the maximum investment ratio of the core product pool, and the maximum investment ratio of the basic product pool can be set.

[0003] In this case, only one product pool ratio limit can be set for a certain type of product to prevent investment conflicts. At this time, when adding, modifying or reviewing the product pool ratio limit, it is necessary to determine whether there is only one product pool ratio limit corresponding to each type of product.

[0004] In the related art, manual inspection is mainly used to determine whether the product pool ratio restrictions corresponding to various types of products conflict with each other, which increases labor and time costs and is prone to errors. Summary of the invention

[0005] The embodiments of the present application provide an information configuration method, an investment processing method and a device based on information configuration, so as to save information configuration time in investment processing scenarios, improve the accuracy of information configuration, and thus improve the accuracy and efficiency of investment processing.

[0006] In a first aspect, an embodiment of the present application provides an information configuration method, including:

[0007] In response to a first configuration operation on target restriction information, determining first configuration information configured by the first configuration operation; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content;

[0008] Acquire at least one second configuration information that has been successfully configured and corresponds to the target restriction information; wherein the second configuration information includes the corresponding restriction content and the corresponding effective time period;

[0009] Comparing the to-be-effective time period with each of the effective time periods to obtain a time comparison result;

[0010] If the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period, it is determined that the first configuration information is successfully configured and effective.

[0011] In a possible implementation, the to-be-effective time period and each of the effective time periods are compared to obtain a time comparison result, including:

[0012] Get the preset SQL execution script;

[0013] Based on the preset SQL execution script, the to-be-effective time period and each of the effective time periods are compared to obtain a time comparison result.

[0014] In a possible implementation, the effective time period includes an effective date and an expiration date; the preset SQL execution script is used to execute the following process:

[0015] Compare the effective date included in each of the effective time periods with the effective date included in the to-be-effective time period to obtain a first comparison result;

[0016] If it is determined based on the first comparison result that among the effective time periods, there is an effective time period with the same effective date as the time period to be effective, then the time comparison result is determined based on the first comparison result;

[0017] If it is determined based on the first comparison result that there is no effective time period in each of the effective time periods with the same effective date as the time period to be effective, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in descending order to obtain the descending second configuration information; the effective time period included in the descending second configuration information is compared with the time period to be effective to obtain the time comparison result.

[0018] In a possible implementation, the effective time period included in the second configuration information in descending order is compared with the to-be-effective time period to obtain the time comparison result, including:

[0019] Determine, from the second configuration information in descending order, third configuration information whose effective date is before the effective date included in the to-be-effective time period;

[0020] Compare the expiration date included in the effective time period corresponding to the third configuration information with the effective date included in the to-be-effective time period to obtain a second comparison result;

[0021] If it is determined based on the second comparison result that the effective date included in the to-be-effective time period is less than or equal to the expiration date included in the effective time period corresponding to the third configuration information, then determining the time comparison result based on the second comparison result;

[0022] If it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in ascending order to obtain the ascended second configuration information; the effective time period included in the ascending second configuration information is compared with the time period to be effective to obtain the time comparison result.

[0023] In a possible implementation, the effective time period included in the second configuration information in ascending order is compared with the time period to be effective to obtain the time comparison result, including:

[0024] Determine, from the second configuration information in ascending order, fourth configuration information whose effective date is after the effective date included in the to-be-effective time period;

[0025] Compare the effective date included in the effective time period corresponding to the fourth configuration information with the expiration date included in the to-be-effective time period to obtain a third comparison result;

[0026] The time comparison result is determined based on the third comparison result; wherein, if the third comparison result indicates that the expiration date included in the time period to be effective is less than the effective date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the time period to be effective does not overlap with the effective time period.

[0027] In a possible implementation manner, obtaining at least one successfully configured second configuration information corresponding to the target restriction information includes:

[0028] Acquire the successfully configured initial configuration information corresponding to the target restriction information; wherein the initial configuration information includes the corresponding restriction content and the corresponding effective time period; the effective time period includes an effective date and an expiration date;

[0029] The initial configuration information whose expiration date included in the effective time period is smaller than the effective date included in the to-be-effective time period in each of the initial configuration information is determined as the second configuration information.

[0030] In a possible implementation, the method further includes:

[0031] If the time comparison result indicates that the to-be-effective time period overlaps with the effective time period, it is determined that the first configuration information configuration fails, and after generating configuration failure prompt information, the configuration failure prompt information is displayed.

[0032] In a second aspect, an embodiment of the present application provides an investment processing method based on information configuration, including:

[0033] Determine the target configuration information that has been successfully configured in the target restriction information of the product to be invested; wherein the target configuration information is configured according to any one of the above-mentioned information configuration methods; the target restriction information indicates the investment constraint restriction information set for the product to be invested;

[0034] Based on the target configuration information in the target restriction information, investment processing is performed on the product to be invested.

[0035] In a third aspect, an embodiment of the present application provides an information configuration device, including:

[0036] A response unit, configured to determine, in response to a first configuration operation on target restriction information, first configuration information configured by the first configuration operation; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content;

[0037] An acquisition unit, configured to acquire at least one second configuration information that has been successfully configured and corresponds to the target restriction information; wherein the second configuration information includes corresponding restriction content and corresponding effective time period;

[0038] A comparison unit, used for comparing the to-be-effective time period with each of the effective time periods to obtain a time comparison result;

[0039] A configuration unit is used to determine that the first configuration information is successfully configured and takes effect if the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period.

[0040] In a possible implementation, the comparison unit is used to:

[0041] Get the preset SQL execution script;

[0042] Based on the preset SQL execution script, the to-be-effective time period and each of the effective time periods are compared to obtain a time comparison result.

[0043] In a possible implementation manner, the effective time period includes an effective date and an expiration date; in this case, the comparison unit is used to:

[0044] Compare the effective date included in each of the effective time periods with the effective date included in the to-be-effective time period to obtain a first comparison result;

[0045] If it is determined based on the first comparison result that among the effective time periods, there is an effective time period with the same effective date as the time period to be effective, then the time comparison result is determined based on the first comparison result;

[0046] If it is determined based on the first comparison result that there is no effective time period in each of the effective time periods with the same effective date as the time period to be effective, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in descending order to obtain the descending second configuration information; the effective time period included in the descending second configuration information is compared with the time period to be effective to obtain the time comparison result.

[0047] In a possible implementation, the comparison unit is used to:

[0048] Determine, from the second configuration information in descending order, third configuration information whose effective date is before the effective date included in the to-be-effective time period;

[0049] Compare the expiration date included in the effective time period corresponding to the third configuration information with the effective date included in the to-be-effective time period to obtain a second comparison result;

[0050] If it is determined based on the second comparison result that the effective date included in the to-be-effective time period is less than or equal to the expiration date included in the effective time period corresponding to the third configuration information, then determining the time comparison result based on the second comparison result;

[0051] If it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in ascending order to obtain the ascended second configuration information; the effective time period included in the ascending second configuration information is compared with the time period to be effective to obtain the time comparison result.

[0052] In a possible implementation, the comparison unit is used to:

[0053] Determine, from the second configuration information in ascending order, fourth configuration information whose effective date is after the effective date included in the to-be-effective time period;

[0054] Compare the effective date included in the effective time period corresponding to the fourth configuration information with the expiration date included in the to-be-effective time period to obtain a third comparison result;

[0055] The time comparison result is determined based on the third comparison result; wherein, if the third comparison result indicates that the expiration date included in the time period to be effective is less than the effective date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the time period to be effective does not overlap with the effective time period.

[0056] In a possible implementation, the acquisition unit is configured to:

[0057] Acquire the successfully configured initial configuration information corresponding to the target restriction information; wherein the initial configuration information includes the corresponding restriction content and the corresponding effective time period; the effective time period includes an effective date and an expiration date;

[0058] The initial configuration information whose expiration date included in the effective time period is smaller than the effective date included in the to-be-effective time period in each of the initial configuration information is determined as the second configuration information.

[0059] In a possible implementation, the device further includes a display unit, which is used to:

[0060] If the time comparison result indicates that the to-be-effective time period overlaps with the effective time period, it is determined that the first configuration information configuration fails, and after generating configuration failure prompt information, the configuration failure prompt information is displayed.

[0061] In a fourth aspect, an embodiment of the present application provides an investment processing device based on information configuration, including:

[0062] A determination unit, configured to determine the target configuration information that has been successfully configured in the target restriction information of the product to be invested; wherein the target configuration information is configured according to any one of the above-mentioned information configuration methods; and the target restriction information indicates the investment constraint restriction information set for the product to be invested;

[0063] A processing unit is used to perform investment processing on the product to be invested based on the target configuration information in the target restriction information.

[0064] In a fifth aspect, an embodiment of the present application provides a computer device, including: a memory, a processor;

[0065] The memory stores computer-executable instructions;

[0066] The processor executes the computer-executable instructions stored in the memory, so that the processor executes the above first aspect and / or various possible implementations of the first aspect.

[0067] In a sixth aspect, an embodiment of the present application provides a computer device, including: a memory, a processor;

[0068] The memory stores computer-executable instructions;

[0069] The processor executes the computer-executable instructions stored in the memory, so that the processor performs the implementation of the second aspect as described above.

[0070] In the seventh aspect, an embodiment of the present application provides a computer-readable storage medium, in which computer-readable storage medium is stored computer execution instructions, and when the computer execution instructions are executed by a processor, they are used to implement the first aspect and / or various possible implementation methods of the first aspect as above, or to implement the implementation method of the second aspect as above.

[0071] In an eighth aspect, an embodiment of the present application provides a computer program product, including a computer program, which, when executed by a processor, implements the first aspect and / or various possible implementations of the first aspect, or is used to implement the implementation of the second aspect.

[0072] The information configuration method, investment processing method and device based on information configuration provided in the embodiments of the present application can determine the first configuration information configured by the first configuration operation in response to the first configuration operation on the target restriction information, and obtain at least one second configuration information that has been successfully configured corresponding to the target restriction information, and then automatically compare the time period to be effective included in the first configuration information and the effective time period included in each second configuration information to obtain a time comparison result, so as to determine that the first configuration information is successfully configured and effective when it is determined that the time comparison result indicates that the time period to be effective does not overlap with the effective time period, so that the first configuration information can be automatically and quickly judged against duplication, avoid manual inspection, save manpower cost and time cost, and improve the efficiency and accuracy of information configuration. BRIEF DESCRIPTION OF THE DRAWINGS

[0073] The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the present application and, together with the description, serve to explain the principles of the present application.

[0074] Figure 1 A flowchart of an information configuration method provided for this application;

[0075] Figure 2 A flowchart of another information configuration method provided for this application;

[0076] Figure 3 A flowchart of an information configuration method provided for this application;

[0077] Figure 4 A schematic diagram of the structure of an information configuration device provided by this application;

[0078] Figure 5 A schematic diagram of the structure of another information configuration device provided by the present application;

[0079] Figure 6 A schematic diagram of the structure of an investment processing device based on information configuration provided by this application;

[0080] Figure 7 A schematic diagram of the structure of a computer device provided for this application;

[0081] Figure 8 A schematic diagram of the structure of another computer device provided for this application.

[0082] The above drawings have shown clear embodiments of the present application, which will be described in more detail later. These drawings and text descriptions are not intended to limit the scope of the present application in any way, but to illustrate the concept of the present application to those skilled in the art by referring to specific embodiments. DETAILED DESCRIPTION

[0083] Exemplary embodiments will be described in detail herein, examples of which are shown in the accompanying drawings. When the following description refers to the drawings, the same numbers in different drawings represent the same or similar elements unless otherwise indicated. The implementations described in the following exemplary embodiments do not represent all implementations consistent with the present application. Instead, they are merely examples of devices and methods consistent with some aspects of the present application as detailed in the appended claims.

[0084] It should be noted that the information configuration method, investment processing method and device based on information configuration provided in the present application can be used in the field of artificial intelligence, in the field of finance, or in any field other than the field of artificial intelligence and the field of finance. The application fields of the information configuration method, investment processing method and device based on information configuration provided in the present application are not limited here.

[0085] In product investment scenarios, such as when investing in pension products, in order to ensure that direct investment transactions meet risk compliance requirements, investment constraints are generally set for direct investment transactions of pension products. For example, the investment constraints can be product pool ratio restrictions. For example, when the pension products to be invested include alternative product pools, core product pools, and basic product pools, product pool ratio restrictions can be set for various types of pension products. For example, the maximum investment ratio of the alternative product pool, the maximum investment ratio of the core product pool, and the maximum investment ratio of the basic product pool can be set.

[0086] In this case, only one product pool ratio limit can be set for a certain type of product to prevent investment conflicts. At this time, when adding, modifying or reviewing the product pool ratio limit, it is necessary to determine whether there is only one product pool ratio limit corresponding to each type of product.

[0087] In the related art, manual inspection is mainly used to determine whether the product pool ratio restrictions corresponding to various types of products conflict with each other, which increases labor and time costs and is prone to errors.

[0088] The information configuration method provided in this application, by designing an automated execution process, performs anti-duplication judgment on the configured information, which can not only ensure the uniqueness and accuracy of the configured information, but also save human resources, thereby solving the above technical problems.

[0089] The technical solution of the present application and how the technical solution of the present application solves the above-mentioned technical problems are described in detail below with specific embodiments. The following specific embodiments can be combined with each other, and the same or similar concepts or processes may not be repeated in some embodiments. The embodiments of the present application will be described below in conjunction with the accompanying drawings.

[0090] Figure 1 A flowchart of an information configuration method provided in this application, such as Figure 1 As shown, the method includes:

[0091] S101. In response to a first configuration operation on target restriction information, determine first configuration information configured by the first configuration operation.

[0092] The first configuration information includes restriction content and a time period corresponding to the restriction content to be effective.

[0093] In one example, the first configuration operation may indicate an operation of adding new configuration information, or may indicate an operation of modifying configuration information, or may indicate an operation of reviewing configuration information, etc. The type of the first configuration operation is not limited here.

[0094] In one example, the target restriction information may indicate an investment constraint restriction for a certain type of product, for example, the target restriction information may be a product pool ratio restriction. At this time, multiple restriction contents and effective time periods corresponding to each restriction content may be configured for the target restriction information, thereby obtaining multiple configuration information corresponding to the target restriction information. At this time, if the configuration information is successfully configured, the effective time period is referred to as an effective time period, and if the configuration information fails to be configured or is not configured, the effective time period is referred to as a waiting effective time period.

[0095] In an example, when the target restriction information is a product pool ratio restriction, there may be three configuration information, namely: the maximum investment ratio of the product pool is 10%, and the effective time period is YY1 / MM1 / DD1-YY2 / MM2 / DD2, the maximum investment ratio of the product pool is 10%, and the effective time period is YY3 / MM3 / DD3-YY4 / MM4 / DD4, and the maximum investment ratio of the product pool is 15%, and the effective time period is YY5 / MM5 / DD5-YY6 / MM6 / DD6. At this time, in order to prevent conflicts in the target restriction information, it is necessary to ensure that only one configuration information takes effect at the same time. At this time, it is necessary to follow the steps described below to perform anti-duplicate judgment on the first configuration information and other successfully configured configuration information corresponding to the target restriction information, and when it is determined that the effective time periods do not overlap, determine that the first configuration information is successfully configured and effective.

[0096] S102: Obtain at least one successfully configured second configuration information corresponding to the target restriction information.

[0097] The second configuration information includes the corresponding restriction content and the corresponding effective time period.

[0098] At this time, the restriction contents corresponding to the first configuration information and the second configuration information respectively may be the same or different.

[0099] S103: Compare the time period to be effective with each effective time period to obtain a time comparison result.

[0100] In the embodiment of the present application, the time comparison result is used to indicate whether the to-be-effective time period overlaps with each effective time period.

[0101] S104: If the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period, it is determined that the first configuration information is configured successfully and is effective.

[0102] It can be seen from the above description that the embodiment of the present application can respond to the first configuration operation on the target restriction information, determine the first configuration information configured by the first configuration operation, and obtain at least one second configuration information that has been successfully configured corresponding to the target restriction information, and then automatically compare the time period to be effective included in the first configuration information and the effective time period included in each second configuration information to obtain a time comparison result, so that when it is determined that the time comparison result indicates that the time period to be effective does not overlap with the effective time period, it is determined that the first configuration information is successfully configured and effective, so that the first configuration information to be configured can be automatically and quickly anti-duplicate judgment can be performed, manual inspection can be avoided, manpower costs and time costs can be saved, and information configuration efficiency and accuracy can be improved.

[0103] Figure 2 A flowchart of another information configuration method provided for this application is shown in FIG. Figure 2 As shown, the method includes:

[0104] S201. In response to a first configuration operation on target restriction information, determine first configuration information configured by the first configuration operation.

[0105] The first configuration information includes restriction content and a time period corresponding to the restriction content to be effective.

[0106] In one example, before responding to the first configuration operation on the target restriction information, the successfully configured configuration information corresponding to the target restriction information may be stored in the database table. At this time, the fields corresponding to the configuration information included in the database table may include but are not limited to: ID (Identity document, identity identification) identification, product pool ratio, effective date, expiration date, status. The status may include but is not limited to: pending submission, pending review, effective, invalid, etc.

[0107] At this time, after the first configuration information is stored in the database table, the status corresponding to the first configuration information may be the above-mentioned "pending submission" or "pending review".

[0108] In one example, an index may be created for at least some of the fields (eg, effective date, expiration date, status, etc.) corresponding to the configuration information stored in the database table, thereby improving processing efficiency.

[0109] S202: Obtain at least one successfully configured second configuration information corresponding to the target restriction information.

[0110] The second configuration information includes the corresponding restriction content and the corresponding effective time period.

[0111] In one example, the state corresponding to the second configuration information may be the above-mentioned “effective”.

[0112] S203, obtaining a preset SQL execution script; based on the preset SQL execution script, performing a comparison process on the time period to be effective and each effective time period to obtain a time comparison result.

[0113] This implementation method can simply and quickly perform the comparison process through SQL statements, thereby reducing the computational complexity of the comparison process and improving the efficiency of the comparison process. At the same time, the use of SQL statements can also make the preset SQL execution script easy to understand, expand, and maintain, thereby improving the interpretability and scalability of the information configuration method, thereby broadening the applicable scenarios of the information configuration method.

[0114] In one example, the effective time period (including the time period to be effective and the effective time period) includes an effective date and an expiration date. In this case, the above-mentioned preset SQL execution script is used to execute the following process:

[0115] The effective date included in each effective time period is compared with the effective date included in the time period to be effective to obtain a first comparison result; if it is determined based on the first comparison result that there is an effective time period with the same effective date as that included in the time period to be effective among each effective time period, then based on the first comparison result, a time comparison result is determined (at this time, the time comparison result indicates that the time period to be effective overlaps with the effective time period); if it is determined based on the first comparison result that there is no effective time period with the same effective date included in the time period to be effective among each effective time period, then based on the effective date included in each effective time period, each second configuration information is processed in descending order to obtain second configuration information in descending order; the effective time period included in the second configuration information in descending order is compared with the time period to be effective to obtain a time comparison result.

[0116] In one example, a where statement in SQL may be used to determine whether there is an effective date included in each effective time period that is the same as the effective date included in the to-be-effective time period, thereby obtaining a first comparison result.

[0117] In one example, if there is no effective time period with the same effective date as the time period to be effective among the effective time periods determined based on the first comparison result, the effective date is sorted in descending order according to the order by statement in SQL to obtain the second configuration information in descending order.

[0118] In one example, when comparing the effective time period included in the second configuration information in descending order with the time period to be effective to obtain a time comparison result, the third configuration information whose effective date is before the effective date included in the time period to be effective can be first determined from the second configuration information in descending order, and then the expiration date included in the effective time period corresponding to the third configuration information can be compared with the effective date included in the time period to be effective to obtain a second comparison result. If it is determined based on the second comparison result that the effective date included in the time period to be effective is less than or equal to the expiration date included in the effective time period corresponding to the third configuration information, then the time comparison result is determined based on the second comparison result (at this time, the time comparison result indicates that the time period to be effective overlaps with the effective time period); if it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, then based on the effective date included in each effective time period, each second configuration information is processed in ascending order to obtain the second configuration information in ascending order; the effective time period included in the ascending second configuration information is compared with the time period to be effective to obtain the time comparison result.

[0119] In one example, the third configuration information can be determined based on the where statement and limit statement in SQL. After the third configuration information is determined, the expiration date included in the effective time period corresponding to the third configuration information can be compared with the effective date included in the to-be-effective time period based on a comparison operator.

[0120] In one example, when it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, the order by statement in SQL is used to perform ascending processing according to the effective date to obtain the second configuration information in ascending order.

[0121] In one example, when the effective time period included in the second configuration information in ascending order is compared with the time period to be effective to obtain the time comparison result, the fourth configuration information whose effective date is after the effective date included in the time period to be effective can be first determined from the second configuration information in ascending order, and then the effective date included in the effective time period corresponding to the fourth configuration information is compared with the expiration date included in the time period to be effective to obtain the third comparison result. At this time, the time comparison result can be determined based on the third comparison result. If the third comparison result indicates that the expiration date included in the time period to be effective is less than the effective date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the time period to be effective does not overlap with the effective time period.

[0122] That is, if the third comparison result indicates that the expiration date included in the to-be-effective time period is greater than or equal to the effectiveness date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the to-be-effective time period overlaps with the effective time period.

[0123] In one example, the fourth configuration information can be determined according to the where statement and limit statement in SQL. After the fourth configuration information is determined, the effective date included in the effective time period corresponding to the fourth configuration information can be compared with the expiration date included in the to-be-effective time period according to a comparison operator.

[0124] In an optional implementation manner, the at least one second configuration information is the successfully configured partial configuration information corresponding to the target restriction information. In this case, the at least one second configuration information may be obtained according to the following steps:

[0125] First, the successfully configured initial configuration information corresponding to the target restriction information is obtained, wherein the initial configuration information includes the corresponding restriction content and the corresponding effective time period; the effective time period includes the effective date and the expiration date.

[0126] In one example, the initial configuration information may indicate all successfully configured configuration information corresponding to the target restriction information.

[0127] Then, in each piece of initial configuration information, the initial configuration information whose expiration date included in the effective time period is smaller than the effective date included in the to-be-effective time period is determined as the second configuration information.

[0128] In this case, the above-mentioned preset SQL execution script may further include an SQL statement for obtaining at least one second configuration information. In this case, the at least one second configuration information may be obtained according to the where statement of the SQL.

[0129] It should be noted here that when performing the comparison processing, in addition to performing the comparison processing according to the above-mentioned SQL execution script, the comparison processing execution script can also be designed according to other types of programming languages ​​to perform the comparison processing. There is no limitation on this here, which is subject to what can be implemented.

[0130] S204: If the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period, it is determined that the first configuration information is configured successfully and is effective.

[0131] In an example, this step can refer to the content described in S104 above, and will not be described in detail here.

[0132] S205: If the time comparison result indicates that the to-be-effective time period overlaps with the effective time period, it is determined that the first configuration information configuration fails, and after generating configuration failure prompt information, configuration failure prompt information is displayed.

[0133] At this time, the overlapping time period can be determined according to the configuration failure prompt information, so as to assist the business personnel to adjust the first configuration information promptly and quickly, so as to obtain the first configuration information that meets the requirements for configuration.

[0134] Optionally, before investing in a certain type of product, investment constraint restriction information can be set for that type of product according to the information configuration method provided in any of the above embodiments, and then investment processing can be performed on that type of product based on the set investment constraint restriction information, thereby ensuring that the investment in that type of product meets risk compliance requirements.

[0135] See also Figure 3 , Figure 3 A flowchart of an information configuration method provided in this application, such as Figure 3 As shown, the method includes:

[0136] S301. Determine target restriction information of the product to be invested.

[0137] The target restriction information includes at least one target configuration information; the target configuration information is configured according to any one of the above information configuration methods; the target restriction information indicates the investment constraint restriction information set for the product to be invested.

[0138] S302: Perform investment processing on the product to be invested based on at least one target configuration information included in the target restriction information.

[0139] This implementation method can constrain and limit investment processing through the target configuration information configured by the information configuration method, thereby ensuring that the investment processing meets risk compliance requirements and further guarantees the interests of investors.

[0140] Figure 4 A schematic diagram of the structure of an information configuration device provided in this application, such as Figure 4 As shown, the information configuration device 400 provided in this embodiment includes:

[0141] The responding unit 401 is used to determine the first configuration information configured by the first configuration operation in response to the first configuration operation on the target restriction information; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content.

[0142] The acquisition unit 402 is used to acquire at least one second configuration information that has been successfully configured and corresponds to the target restriction information; wherein the second configuration information includes the corresponding restriction content and the corresponding effective time period.

[0143] The comparison unit 403 is used to compare the time period to be effective with each effective time period to obtain a time comparison result.

[0144] The configuration unit 404 is configured to determine that the first configuration information is successfully configured and takes effect if the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period.

[0145] Figure 5 A structural diagram of another information configuration device provided by this application, such as Figure 5 As shown, the information configuration device 500 provided in this embodiment includes:

[0146] The responding unit 501 is used to determine the first configuration information configured by the first configuration operation in response to the first configuration operation on the target restriction information; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content.

[0147] The acquisition unit 502 is used to acquire at least one second configuration information that has been successfully configured corresponding to the target restriction information; wherein the second configuration information includes the corresponding restriction content and the corresponding effective time period.

[0148] The comparison unit 503 is used to compare the time period to be effective with each effective time period to obtain a time comparison result.

[0149] The configuration unit 504 is configured to determine that the first configuration information is successfully configured and takes effect if the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period.

[0150] In a possible implementation, the comparison unit 503 is used to:

[0151] Get the preset SQL execution script;

[0152] Based on the preset SQL execution script, the time period to be effective is compared with each effective time period to obtain a time comparison result.

[0153] In a possible implementation manner, the effective time period includes an effective date and an expiration date; in this case, the comparison unit 503 is used to:

[0154] Compare the effective date included in each effective time period with the effective date included in the to-be-effective time period to obtain a first comparison result;

[0155] If it is determined based on the first comparison result that among the effective time periods, there is an effective time period with the same effective date as the time period to be effective, then a time comparison result is determined based on the first comparison result;

[0156] If it is determined based on the first comparison result that there is no effective time period with the same effective date as the time period to be effective among the effective time periods, then based on the effective date included in each effective time period, each second configuration information is processed in descending order to obtain the descending second configuration information; the effective time period included in the descending second configuration information is compared with the time period to be effective to obtain a time comparison result.

[0157] In a possible implementation, the comparison unit 503 is used to:

[0158] Determine, from the second configuration information in descending order, third configuration information whose effective date is before the effective date included in the to-be-effective time period;

[0159] Compare the expiration date included in the effective time period corresponding to the third configuration information with the effective date included in the to-be-effective time period to obtain a second comparison result;

[0160] If it is determined based on the second comparison result that the effective date included in the time period to be effective is less than or equal to the expiration date included in the effective time period corresponding to the third configuration information, then the time comparison result is determined based on the second comparison result;

[0161] If it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, then based on the effective dates included in each effective time period, each second configuration information is processed in ascending order to obtain the ascended second configuration information; the effective time period included in the ascending second configuration information is compared with the time period to be effective to obtain a time comparison result.

[0162] In a possible implementation, the comparison unit 503 is used to:

[0163] Determine, from the second configuration information in ascending order, fourth configuration information whose effective date is after the effective date included in the waiting effective time period;

[0164] Compare the effective date included in the effective time period corresponding to the fourth configuration information with the expiration date included in the to-be-effective time period to obtain a third comparison result;

[0165] The time comparison result is determined based on the third comparison result; wherein, if the third comparison result indicates that the expiration date included in the time period to be effective is less than the effective date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the time period to be effective does not overlap with the effective time period.

[0166] In a possible implementation, the acquiring unit 502 is configured to:

[0167] Acquire the successfully configured initial configuration information corresponding to the target restriction information; wherein the initial configuration information includes the corresponding restriction content and the corresponding effective time period; the effective time period includes the effective date and the expiration date;

[0168] In each piece of initial configuration information, the initial configuration information whose expiration date included in the effective time period is smaller than the effective date included in the to-be-effective time period is determined as the second configuration information.

[0169] In a possible implementation, the device further includes a display unit 505, which is used to:

[0170] If the time comparison result indicates that the to-be-effective time period overlaps with the effective time period, it is determined that the first configuration information configuration fails, and after the configuration failure prompt information is generated, the configuration failure prompt information is displayed.

[0171] The information configuration device provided in this embodiment can execute the information configuration method provided in the above method embodiment. Its implementation principle and technical effect are similar, and this embodiment will not be described in detail here.

[0172] Figure 6 A schematic diagram of the structure of an investment processing device based on information configuration provided by this application, such as Figure 6 As shown, the information configuration device 600 provided in this embodiment includes:

[0173] The determination unit 601 is used to determine the target configuration information that has been successfully configured in the target restriction information of the product to be invested; wherein the target configuration information is configured according to any of the above information configuration methods; the target restriction information indicates the investment constraint restriction information set for the product to be invested.

[0174] The processing unit 602 is used to perform investment processing on the investment product based on the target configuration information in the target restriction information.

[0175] The information configuration-based investment processing provided in this embodiment can execute the information configuration-based investment processing method provided in the above method embodiment, and its implementation principle and technical effect are similar, which will not be described in detail in this embodiment.

[0176] Figure 7This is a schematic diagram of the structure of a computer device provided in this application. Figure 7 As shown, the computer device 700 provided in this embodiment includes: at least one processor 701 and a memory 702. Optionally, the device 700 also includes a communication component 703. The processor 701, the memory 702 and the communication component 703 are connected via a bus 704.

[0177] In a specific implementation process, at least one processor 701 executes the computer execution instructions stored in the memory 702, so that at least one processor 701 executes the above-mentioned information configuration method.

[0178] The specific implementation process of the processor 701 can be found in the above method embodiment, and its implementation principle and technical effect are similar, so this embodiment will not be repeated here.

[0179] Figure 8 This is a schematic diagram of the structure of another computer device provided by this application. Figure 8 As shown, the computer device 800 provided in this embodiment includes: at least one processor 801 and a memory 802. Optionally, the device 800 also includes a communication component 803. The processor 801, the memory 802 and the communication component 803 are connected via a bus 804.

[0180] In the specific implementation process, at least one processor 801 executes the computer execution instructions stored in the memory 802, so that at least one processor 801 executes the above-mentioned investment processing method based on information configuration.

[0181] The specific implementation process of the processor 801 can be found in the above method embodiment, and its implementation principle and technical effect are similar, so this embodiment will not be repeated here.

[0182] In the above embodiments, it should be understood that the processor may be a central processing unit (CPU), or other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), etc. A general-purpose processor may be a microprocessor or any conventional processor. The steps of the method disclosed in the invention may be directly implemented as being executed by a hardware processor, or may be executed by a combination of hardware and software modules in the processor.

[0183] The memory may include a high-speed memory (Random Access Memory, RAM), and may also include a non-volatile memory (Non-volatile Memory, NVM), such as at least one disk memory.

[0184] The bus may be an Industry Standard Architecture (ISA) bus, a Peripheral Component Interconnect (PCI) bus, or an Extended Industry Standard Architecture (EISA) bus, etc. The bus may be divided into an address bus, a data bus, a control bus, etc. For ease of representation, the bus in the drawings of the present application is not limited to only one bus or one type of bus.

[0185] The present application also provides a computer program product, including a computer program, which implements the above method when executed by a processor.

[0186] The present application also provides a computer-readable storage medium, in which computer-executable instructions are stored. When a processor executes the computer-executable instructions, the above method is implemented.

[0187] The above-mentioned readable storage medium can be implemented by any type of volatile or non-volatile storage device or a combination thereof, such as static random access memory (SRAM), electrically erasable programmable read-only memory (EEPROM), erasable programmable read-only memory (EPROM), programmable read-only memory (PROM), read-only memory (ROM), magnetic memory, flash memory, magnetic disk or optical disk. The readable storage medium can be any available medium that can be accessed by a general or special-purpose computer.

[0188] An exemplary readable storage medium is coupled to a processor so that the processor can read information from the readable storage medium and write information to the readable storage medium. Of course, the readable storage medium can also be a component of the processor. The processor and the readable storage medium can be located in an application specific integrated circuit (Application Specific Integrated Circuits, referred to as: ASIC). Of course, the processor and the readable storage medium can also exist in the device as discrete components.

[0189] The division of units is only a logical function division, and there may be other divisions in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be an indirect coupling or communication connection through some interface, device or unit, which can be electrical, mechanical or other forms.

[0190] The units described as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.

[0191] In addition, each functional unit in each embodiment of the present invention may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit.

[0192] If the function is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention, or the part that contributes to the prior art, or the part of the technical solution, can be embodied in the form of a software product. The computer software product is stored in a storage medium, including several instructions for a computer device (which can be a personal computer, server, or network device, etc.) to perform all or part of the steps of the methods of each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), disk or optical disk, etc. Various media that can store program codes.

[0193] Those skilled in the art can understand that all or part of the steps of implementing the above-mentioned method embodiments can be completed by hardware related to program instructions. The aforementioned program can be stored in a computer-readable storage medium. When the program is executed, the steps of the above-mentioned method embodiments are executed; and the aforementioned storage medium includes: ROM, RAM, disk or optical disk and other media that can store program codes.

[0194] Finally, it should be noted that those skilled in the art will readily conceive of other embodiments of the present invention after considering the specification and practicing the invention disclosed herein. The present invention is intended to cover any variations, uses or adaptations of the present invention, which follow the general principles of the present invention and include common knowledge or customary technical means in the art not disclosed by the present invention, are not limited to the precise structure described above and shown in the drawings, and may be modified and changed in various ways without departing from the scope thereof. The scope of the present invention is limited only by the appended claims.

Claims

1. An information configuration method, characterized in that: include: In response to a first configuration operation on target restriction information, determining first configuration information configured by the first configuration operation; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content; Acquire at least one second configuration information that has been successfully configured and corresponds to the target restriction information; wherein the second configuration information includes the corresponding restriction content and the corresponding effective time period; Comparing the to-be-effective time period with each of the effective time periods to obtain a time comparison result; If the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period, it is determined that the first configuration information is successfully configured and effective.

2. The method according to claim 1, characterized in that The to-be-effective time period and each of the effective time periods are compared to obtain a time comparison result, including: Get the preset SQL execution script; Based on the preset SQL execution script, the to-be-effective time period and each of the effective time periods are compared to obtain a time comparison result.

3. The method according to claim 2, characterized in that The effective time period includes an effective date and an expiration date; the preset SQL execution script is used to execute the following process: Compare the effective date included in each of the effective time periods with the effective date included in the to-be-effective time period to obtain a first comparison result; If it is determined based on the first comparison result that among the effective time periods, there is an effective time period with the same effective date as the time period to be effective, then the time comparison result is determined based on the first comparison result; If it is determined based on the first comparison result that there is no effective time period in each of the effective time periods with the same effective date as the time period to be effective, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in descending order to obtain the descending second configuration information; the effective time period included in the descending second configuration information is compared with the time period to be effective to obtain the time comparison result.

4. The method according to claim 3, characterized in that Comparing the effective time period included in the second configuration information after the descending order with the time period to be effective, obtaining the time comparison result, including: Determine, from the second configuration information in descending order, third configuration information whose effective date is before the effective date included in the to-be-effective time period; Compare the expiration date included in the effective time period corresponding to the third configuration information with the effective date included in the to-be-effective time period to obtain a second comparison result; If it is determined based on the second comparison result that the effective date included in the to-be-effective time period is less than or equal to the expiration date included in the effective time period corresponding to the third configuration information, then determining the time comparison result based on the second comparison result; If it is determined based on the second comparison result that the effective date included in the time period to be effective is greater than the expiration date included in the effective time period corresponding to the third configuration information, then based on the effective date included in each of the effective time periods, each of the second configuration information is processed in ascending order to obtain the ascended second configuration information; the effective time period included in the ascending second configuration information is compared with the time period to be effective to obtain the time comparison result.

5. The method according to claim 4, characterized in that Comparing the effective time period included in the second configuration information in ascending order with the time period to be effective, and obtaining the time comparison result, including: Determine, from the second configuration information in ascending order, fourth configuration information whose effective date is after the effective date included in the to-be-effective time period; Compare the effective date included in the effective time period corresponding to the fourth configuration information with the expiration date included in the to-be-effective time period to obtain a third comparison result; The time comparison result is determined based on the third comparison result; wherein, if the third comparison result indicates that the expiration date included in the time period to be effective is less than the effective date included in the effective time period corresponding to the fourth configuration information, then the time comparison result indicates that the time period to be effective does not overlap with the effective time period.

6. The method according to claim 1, characterized in that Acquiring at least one successfully configured second configuration information corresponding to the target restriction information, including: Acquire the successfully configured initial configuration information corresponding to the target restriction information; wherein the initial configuration information includes the corresponding restriction content and the corresponding effective time period; the effective time period includes an effective date and an expiration date; The initial configuration information whose expiration date included in the effective time period is smaller than the effective date included in the to-be-effective time period in each of the initial configuration information is determined as the second configuration information.

7. The method according to claim 1, characterized in that The method further comprises: If the time comparison result indicates that the to-be-effective time period overlaps with the effective time period, it is determined that the first configuration information configuration fails, and after generating configuration failure prompt information, the configuration failure prompt information is displayed.

8. An investment processing method based on information configuration, characterized in that: include: Determine the target configuration information that has been successfully configured in the target restriction information of the product to be invested; wherein the target configuration information is configured according to the information configuration method described in any one of claims 1 to 7; the target restriction information indicates the investment constraint restriction information set for the product to be invested; Based on the target configuration information in the target restriction information, investment processing is performed on the product to be invested.

9. An information configuration device, characterized in that: include: A response unit, configured to determine, in response to a first configuration operation on target restriction information, first configuration information configured by the first configuration operation; wherein the first configuration information includes restriction content and a time period to be effective corresponding to the restriction content; An acquisition unit, configured to acquire at least one second configuration information that has been successfully configured and corresponds to the target restriction information; wherein the second configuration information includes corresponding restriction content and corresponding effective time period; A comparison unit, used for comparing the to-be-effective time period with each of the effective time periods to obtain a time comparison result; A configuration unit is configured to determine that the first configuration information is successfully configured and takes effect if the time comparison result indicates that the to-be-effective time period does not overlap with the effective time period.

10. An investment processing device based on information configuration, characterized in that: include: A determination unit, configured to determine the target configuration information that has been successfully configured in the target restriction information of the product to be invested; wherein the target configuration information is configured according to the information configuration method according to any one of claims 1 to 7; and the target restriction information indicates the investment constraint restriction information set for the product to be invested; A processing unit is used to perform investment processing on the product to be invested based on the target configuration information in the target restriction information.