Document configuration method and device, electronic equipment, readable storage medium and chip

Abstract

The embodiment of the invention provides a receipt configuration method and device, electronic equipment, a readable storage medium and a chip, and the method comprises the steps: obtaining a receipt code corresponding to a first receipt; identifying field information in the first document based on a preset document database; determining a business application range corresponding to the first document according to the field information; determining a receipt template corresponding to the service application range; generating a matched receipt according to the receipt template and the receipt code corresponding to the first receipt; a setting table corresponding to the matching document is generated. Through the scheme of the invention, the fusion of the bisected bills and the customer relationship management system can be realized in a low-code mode, the flexibility and the working efficiency of bill configuration are improved, the bills are registered into different business objects at the same time, the business process is optimized, and the cost of bill docking is reduced.

Description

Technical Field

[0001] The present invention relates to the field of data processing technology, and in particular to a document configuration method, device, electronic device, readable storage medium and chip. Background Art

[0002] Currently, in order to use low-code documents in actions, bids, and business opportunities in the Customer Relationship Management System (CRM), it is only possible through documents. The second-hand personnel implement the integration of the second-hand documents with action items, bid actions, and business opportunity actions by executing scripts. Moreover, there is no way to integrate them into the document system in the customer management system at the same time. Therefore, there are problems of high implementation cost and low document configuration efficiency during the implementation process. Summary of the invention

[0003] The purpose of the embodiments of the present invention is to provide a document configuration method, device, electronic device, readable storage medium and chip, which can solve the problem of low document configuration efficiency of double-opened documents in a customer relationship management system.

[0004] In view of this, an embodiment of a first aspect of the present invention provides a document configuration method.

[0005] The embodiment of the second aspect of the present invention provides a document configuration device.

[0006] An embodiment of a third aspect of the present invention provides an electronic device.

[0007] An embodiment of a fourth aspect of the present invention provides a readable storage medium.

[0008] An embodiment of the fifth aspect of the present invention provides a chip.

[0009] In order to achieve the above-mentioned purpose, an embodiment of the first aspect of the present invention provides a document configuration method, which includes: obtaining a document code corresponding to a first document; identifying field information in the first document based on a preset document database; determining a business applicability scope corresponding to the first document according to the field information; determining a document template corresponding to the business applicability scope; generating a matching document according to the document template and the document code corresponding to the first document; and generating a setting table corresponding to the matching document.

[0010] According to the document configuration method proposed in the present invention, through the low-code fusion configuration, the system automatically disassembles the document code data according to the pre-made rules, and generates new data by selecting the business object and the object rules to register it in the setting table related to the selected business object. Based on the data in the relevant business object configuration table, the data flow between the document and the low-code document is realized. Specifically, first obtain the document code corresponding to the document, determine the document information, and obtain the character data corresponding to the document through the business configuration system. According to the low-code document data rules and low-code document database preset by the system, identify the field information in the document character data, convert the document data into the corresponding low-code document data, and determine the corresponding field information under the low-code rules. According to the document field information obtained under the low-code rules, determine the business scope of the document, and obtain the document template corresponding to the business scope based on the document rules preset by the business configuration system, register the corresponding low-code field information of the document into the document template, and generate a matching document in combination with the document code. Match the converted low-code documents with the associated business objects, bind the low-code documents and business objects and register them in the setting table to complete the integration of the second-opening document and the customer relationship management system. Through the document configuration method proposed in the present invention, the document is converted into a low-code document and the business object is quickly integrated to generate a target document and registered in the setting table. The complex customer opening setting steps are configured through a simple low-code data configuration method to meet the refined needs of different industries and different customers. That is, low-code documents can be registered in different business objects at the same time, and each business object does not need to be registered separately. While ensuring the accuracy of the document data, the business process is optimized and the document configuration efficiency is improved.

[0011] In the above technical solution, based on the preset document database, the field information in the first document is identified, including: obtaining the preset document database; determining at least one historical document that has been edited based on the preset document database; determining the preset field information in at least one historical document that has been edited; extracting the text data in the first document, performing feature processing on the text data, and obtaining the first field data; and determining the corresponding field information in the first field data based on the preset field information.

[0012] In this technical solution, according to the low-code document data rules and low-code document database preset by the system, the field information in the character data of the document is identified, the document data is converted into corresponding low-code document data, and the corresponding field information under the low-code rules is determined. Specifically, a preset document database is obtained through the business configuration system, and at least one historical document that has completed low-code conversion and editing is stored in the preset document database. Through the low-code document data rules preset by the business configuration system, the preset field information in at least one historical document that has completed low-code conversion and editing is extracted. The text data in the first document is extracted, and the field data after feature processing of the text data is matched with the preset field information, and the field data after feature processing is mapped as input data to at least one preset field information, and the field data identical to the preset field information is determined. Then the field data identical to the preset field information is the field information corresponding to the first document under the low-code rules.

[0013] It can be understood that by matching the document field data with the low-code document data in the preset document database and determining the corresponding field information of the first document under the low-code rules, the applicability of the document low-code conversion can be improved, and the work efficiency of document configuration can be improved by prefabricating standard documents.

[0014] In the above technical solution, the business applicability scope corresponding to the first document is determined according to the field information, including: obtaining a preset business applicability scope, the preset business applicability scope includes a first business scope, a second business scope and a third business scope; determining a field information data set corresponding to the preset business applicability scope; mapping the field information to the field information data set to determine the business applicability scope corresponding to the first document.

[0015] In this technical solution, the business scope of the document is determined based on the corresponding document field information under the low-code rules. Specifically, the first business scope, the second business scope and the third business scope are preset in the business configuration system, and each preset business scope has its own corresponding field information data set, and the field information data set includes the preset field information of at least one historical document under each preset business scope. The field information of the first document is mapped to the field data sets corresponding to each preset business scope in sequence, and the field data set with the highest matching degree is analyzed according to the business configuration system. The preset business scope corresponding to the field data set is the business scope corresponding to the first document. By matching the field information under the low-code rules with the field information data sets under each preset business scope, the business scope of the first document is determined, and the document data is matched with the business object under the low-code rules, thereby improving the accuracy and consistency of the document data configuration.

[0016] In the above technical solution, a matching document is generated according to the document template and the document code corresponding to the first document, including: obtaining the associated field corresponding to the document template; matching the corresponding field information in the first field data with the associated field to generate second field information; and generating a matching document according to the second field information and the document code corresponding to the first document.

[0017] In this technical solution, the low-code field information corresponding to the document is registered in the document template, and a matching document is generated in combination with the document code. Specifically, the business configuration system determines the document template corresponding to the applicable scope of the first document business based on the preset document database. The document template has at least one associated field, and the associated field is used to determine the document registration information. After obtaining the associated field corresponding to the document template, the business configuration system will determine the matching rules for the associated fields and field information based on at least one historical document in the preset document database that has completed the low-code conversion and editing, and match the field information and the associated fields in the first document according to the matching rules to generate the second field information. The second field information is the field information that completes the low-code document conversion. The second field information is bound to the document code corresponding to the first document to generate a matching document corresponding to the document, thereby completing the fusion configuration of the document and the low-code rules.

[0018] In the above technical solution, a matching document is generated according to the document code corresponding to the second field information and the first document, and also includes: determining the business application scope of the first document corresponding to the second field information; when the field information data set corresponding to the first document within the first business scope includes the field information data set corresponding to the first document within the second business scope, determining that the first document within the second business scope and the first document within the first business scope correspond to the same business; associating the first document within the second business scope with the first document within the first business scope to generate an associated matching document.

[0019] In this technical solution, after the first document is integrated into the document system in the customer relationship management system to generate a matching document, there will be a situation where the action execution corresponding to the first document is constantly updated. In the process of integrating the document data into the customer relationship management system, it is necessary to determine the association of different documents of the same business to ensure the accuracy of document docking. Specifically, after the document is converted into a matching document under the low-code rule through the business configuration system, the field information corresponding to the document is determined again. When the business application scope of the first document corresponding to the second field information is the first business scope, and the business application scope corresponding to the subsequent document is the second business scope, it is determined whether the second business scope corresponding to the subsequent document is within the first business scope. When the field information data set corresponding to the first document within the first business scope includes the field information data set corresponding to the first document within the second business scope, it is determined that the first document within the second business scope and the first document within the first business scope correspond to the same business. Then the system determines that the document is a subsequent document of the first document, associates the subsequent document with the first document, completes the progress follow-up of the same business document, and generates an associated matching document.

[0020] It can be understood that the business configuration system analyzes the degree of correlation between the first document within the first business scope and the first document within the second business scope, determines whether the low-code document entered into the system is the action execution document corresponding to the same business, and associates the documents within the first business scope under the same business with the documents within the second business scope under the same business, thereby meeting the refined needs of different customers and eliminating the need for subsequent separate registration, thereby improving the work efficiency of document configuration.

[0021] In the above technical solution, a setting table corresponding to the matching documents is generated, including: determining the associated business objects corresponding to the first business scope; determining the associated business objects, the matching documents corresponding to the first business scope, and the matching documents corresponding to the second business scope as the first document set; determining the transfer objects corresponding to the third business scope; determining the transfer objects and the matching documents corresponding to the third business scope as the second document set; and generating the setting table according to the first document set and the second document set.

[0022] In this technical solution, the low-code documents that have completed the conversion are matched with the associated business objects, and the low-code documents and business objects are bound to the setting table to complete the integration of the second document and the customer relationship management system. Specifically, the associated business objects and business transfer objects are determined through the customer information and employee information in the customer relationship management system, and the matching documents and associated business objects within the first business scope and the second business scope under the same business are bound and registered in the setting table as the first document set; the matching documents and transfer objects within the third business scope are bound and registered in the setting table as the second data set. In this way, on the basis of the conversion of documents into low-code documents, the rapid integration of low-code documents and business objects is completed. Through the integration of the business configuration system and the customer relationship management system, the business process is optimized, and each business object does not need to be registered separately, which improves the document configuration efficiency.

[0023] An embodiment of the second aspect of the present invention provides a document configuration device, which includes: an acquisition module, used to acquire a document code corresponding to a first document; an identification module, used to identify field information in the first document based on a preset document database; a determination module, used to determine the business applicability scope corresponding to the first document according to the field information; determine a document template corresponding to the business applicability scope; a document generation module, used to generate a matching document according to the document template and the document code corresponding to the first document; and a document configuration module, used to generate a setting table corresponding to the matching document.

[0024] According to the document configuration device provided in the embodiment of the present application, it mainly includes an acquisition module, an identification module, a determination module, a document generation module and a document configuration module, which converts documents into low-code documents and integrates them with the customer relationship management system. Combined with the visual configuration interface, the low-code developed page binds the low-code document and the business object to the setting table through the low-code fusion configuration page, completes the integration of the second document and the customer relationship management system, completes the document configuration, reduces the cost of document docking, and improves business operation efficiency.

[0025] An embodiment of the third aspect of the present invention provides an electronic device, including a processor, a memory, and a program or instruction stored in the memory and executable on the processor, wherein the program or instruction, when executed by the processor, implements the steps of the document configuration method in the first aspect.

[0026] An embodiment of the fourth aspect of the present invention provides a readable storage medium, on which a program or instruction is stored. When the program or instruction is executed by a processor, the steps of the document configuration method in the first aspect are implemented.

[0027] An embodiment of the fifth aspect of the present invention provides a chip, which includes a processor and a communication interface, the communication interface and the processor are coupled, and the processor is used to run programs or instructions to implement the steps of the document configuration method in the first aspect.

[0028] Additional aspects and advantages of the present invention will become apparent from the following description or may be learned by practice of the present invention. BRIEF DESCRIPTION OF THE DRAWINGS

[0029] Figure 1 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 2 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 3 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 4 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 5 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 6 A schematic diagram showing a flow chart of a document configuration method according to an embodiment of the present application is shown; Figure 7 A schematic diagram showing the structure of a document configuration device according to an embodiment of the present application is shown; Figure 8 A schematic diagram of the structure of an electronic device according to an embodiment of the present application is shown; Fig. 9 A schematic diagram showing the principle of a document configuration method according to an embodiment of the present application is shown; Fig.10 A schematic block diagram of a low-code document fusion configuration interface according to an embodiment of the present application is shown; Fig.11 A schematic block diagram of an action execution mobile terminal interface according to an embodiment of the present application is shown.

[0030] in, Figure 7 and Figure 8 The corresponding relationship between the reference numerals and the component names is as follows: 900: document configuration device; 902: acquisition module; 904: identification module; 906: determination module; 908: document generation module; 910: document configuration module; 1000: electronic device; 1109: memory; 1110: processor. DETAILED DESCRIPTION

[0031] In order to more clearly understand the above-mentioned purposes, features and advantages of the embodiments of the present invention, the embodiments of the present invention are further described in detail below in conjunction with the accompanying drawings and specific implementation methods. It should be noted that the embodiments of the present application and the features in the embodiments can be combined with each other without conflict.

[0032] In the following description, many specific details are set forth to facilitate a full understanding of the present application. However, the embodiments of the present invention may also be implemented in other ways different from those described herein. Therefore, the scope of protection of the present application is not limited to the specific embodiments disclosed below.

[0033] The following is combined with Figures 1 to 11 , the document configuration method, device, electronic device, readable storage medium and chip provided in the embodiments of the present application are described in detail through specific embodiments and their application scenarios.

[0034] This embodiment provides a document configuration method, the document configuration method is as follows Figure 1 As shown, including: Step S102: Obtain the document code corresponding to the first document; Step S104: Based on the preset document database, identifying the field information in the first document; Step S106: determining the business application scope corresponding to the first document according to the field information; Step S108: Determine the document template corresponding to the business applicable scope; Step S110: Generate a matching document according to the document template and the document code corresponding to the first document; Step S112: Generate a setting table corresponding to the matching document.

[0035] The document configuration method provided in this embodiment, through low-code fusion configuration, the system automatically disassembles the document code data according to pre-made rules, and generates new data by selecting business objects and object rules to register in the setting table related to the selected business object. Based on the data in the relevant business object configuration table, the data flow between the document and the low-code document is realized. Specifically, first obtain the document code corresponding to the document, determine the document information, and obtain the character data corresponding to the document through the business configuration system. According to the low-code document data rules and low-code document database preset by the system, identify the field information in the document character data, convert the document data into the corresponding low-code document data, and determine the corresponding field information under the low-code rules. According to the document field information obtained under the low-code rules, determine the business scope of the document, and obtain the document template corresponding to the business scope based on the document rules preset by the business configuration system, register the corresponding low-code field information of the document into the document template, and generate a matching document in combination with the document code. Match the converted low-code documents with the associated business objects, bind the low-code documents and business objects and register them in the setting table to complete the integration of the second-opening document and the customer relationship management system. Through the document configuration method proposed in the present invention, the document is converted into a low-code document and the business object is quickly integrated to generate a target document and registered in the setting table. The complex customer opening setting steps are configured through a simple low-code data configuration method to meet the refined needs of different industries and different customers. That is, low-code documents can be registered in different business objects at the same time, and each business object does not need to be registered separately. While ensuring the accuracy of the document data, the business process is optimized and the document configuration efficiency is improved.

[0036] Specifically, the document configuration method is to combine low-code development documents with a visual configuration interface, and complete the complex customer opening setting steps through a simple page registration. The schematic diagram of the visual configuration interface is as follows: Fig.10 As shown, the document name is determined by the document code, and according to the low-code conversion rules of the business configuration system, the form code, service code, business object code, PC list code, mobile list code and field corresponding to the document name are obtained. The code and document code that have completed the low-code conversion are bound and registered in the customer relationship management system, and the field information corresponding to the document is synchronously updated to the document details page in the form of low code. Among them, the document names include: loan out, loan application, contract draft, customer visit, customer opening, clues, business opportunities, business opportunity reporting, sales reporting, inventory reporting, etc.

[0037] Optionally, there are PC-side card codes and mobile-side card codes corresponding to the document codes, and the secondary or lower-level card pages are defined by means of card codes to ensure the accuracy of simultaneous registration of multiple documents in the customer business management system.

[0038] In one embodiment, Figure 2 As shown, based on the preset document database, identifying the field information in the first document includes: Step S1042: Obtaining a preset document database; Step S1044: determining at least one historical document that has been edited according to the preset document database; Step S1046: Determine preset field information in at least one historical document that has been edited; Step S1048: extracting text data from the first document, performing feature processing on the text data, and obtaining first field data; Step S1050: Determine the corresponding field information in the first field data according to the preset field information.

[0039] In this embodiment, according to the low-code document data rules and low-code document database preset by the system, the field information in the character data of the document is identified, the document data is converted into corresponding low-code document data, and the corresponding field information under the low-code rules is determined. Specifically, a preset document database is obtained through the business configuration system, and at least one historical document that has completed low-code conversion and editing is stored in the preset document database. Through the low-code document data rules preset by the business configuration system, the preset field information in at least one historical document that has completed low-code conversion and editing is extracted. The text data in the first document is extracted, and the field data after feature processing of the text data is matched with the preset field information, and the field data after feature processing is mapped as input data to at least one preset field information, and the field data identical to the preset field information is determined. Then the field data identical to the preset field information is the field information corresponding to the first document under the low-code rules.

[0040] It can be understood that by matching the document field data with the low-code document data in the preset document database and determining the corresponding field information of the first document under the low-code rules, the applicability of the document low-code conversion can be improved, and the work efficiency of document configuration can be improved by prefabricating standard documents.

[0041] In one embodiment, Figure 3 As shown, the business application scope corresponding to the first document is determined according to the field information, including: Step S1062: Obtaining the preset service application scope; Step S1064: Determine the field information data set corresponding to the preset business application scope; Step S1066: Map the field information to the field information data set to determine the business application scope corresponding to the first document.

[0042] In this embodiment, the business scope of the document is determined based on the corresponding document field information under the low-code rules. Specifically, the first business scope, the second business scope and the third business scope are preset in the business configuration system, and each preset business scope has its own corresponding field information data set, and the field information data set includes the preset field information of at least one historical document under each preset business scope. The field information of the first document is mapped to the field data sets corresponding to each preset business scope in sequence, and the field data set with the highest matching degree is analyzed according to the business configuration system. The preset business scope corresponding to the field data set is the business scope corresponding to the first document. By matching the field information under the low-code rules with the field information data sets under each preset business scope, the business scope of the first document is determined, and the document data is matched with the business object under the low-code rules, thereby improving the accuracy and consistency of the document data configuration.

[0043] Specifically, the first business scope preset in the business configuration system includes business opportunity actions, bidding actions, and contract draft actions corresponding to documents, the preset second business scope includes action type settings corresponding to the business, and the action type settings include follow-up records, visit summaries, inspection summaries, customer initiation and other action item configurations, and the preset third business scope includes work handover items. In the visual configuration interface, the above-mentioned business opportunity actions, bidding actions, and contract draft actions corresponding to documents have their own visual secondary interfaces, which include: business opportunity status changes, sales order review, loan application, business opportunity project establishment, business opportunity customer initiation review, legal terms, business quotations, supply terms, service terms and other document information, and these documents are integrated into the customer relationship management system according to low-code rules and displayed in the visual configuration interface.

[0044] In one embodiment, Figure 4 As shown, generating a matching document according to the document template and the document code corresponding to the first document includes: Step S1102: Obtain the associated fields corresponding to the document template; Step S1104: matching the corresponding field information in the first field data with the associated field and generating second field information; Step S1106: Generate a matching document according to the second field information and the document code corresponding to the first document.

[0045] In this embodiment, the low-code field information corresponding to the document is registered in the document template, and a matching document is generated in combination with the document code. Specifically, the business configuration system determines the document template corresponding to the applicable scope of the first document business based on the preset document database. The document template has at least one associated field, and the associated field is used to determine the document registration information. After obtaining the associated field corresponding to the document template, the business configuration system will determine the matching rules for the associated fields and field information based on at least one historical document in the preset document database that has completed the low-code conversion and editing, and match the field information and the associated fields in the first document according to the matching rules to generate the second field information. The second field information is the field information that completes the low-code document conversion. The second field information is bound to the document code corresponding to the first document to generate a matching document corresponding to the document, thereby completing the fusion configuration of the document and the low-code rules.

[0046] In one embodiment, Figure 5 As shown, generating a matching document according to the second field information and the document code corresponding to the first document also includes: Step S11062: Determine the business application scope of the first document corresponding to the second field information; Step S11064: when the field information data set corresponding to the first document within the first business scope includes the field information data set corresponding to the first document within the second business scope, determining that the first document within the second business scope and the first document within the first business scope correspond to the same business; Step S11066: associate the first document within the second business scope with the first document within the first business scope to generate an associated matching document.

[0047] In this embodiment, after the first document is integrated into the document system in the customer relationship management system to generate a matching document, there will be a situation where the action execution corresponding to the first document is continuously updated. In the process of integrating the document data into the customer relationship management system, it is necessary to determine the association of different documents of the same business to ensure the accuracy of document docking. Specifically, after the document is converted into a matching document under the low-code rule through the business configuration system, the field information corresponding to the document is determined again. When the business application scope of the first document corresponding to the second field information is the first business scope, and the business application scope corresponding to the subsequent document is the second business scope, it is determined whether the second business scope corresponding to the subsequent document is within the first business scope. When the field information data set corresponding to the first document within the first business scope includes the field information data set corresponding to the first document within the second business scope, it is determined that the first document within the second business scope and the first document within the first business scope correspond to the same business. Then the system determines that the document is a subsequent document of the first document, associates the subsequent document with the first document, completes the progress follow-up of the same business document, and generates an associated matching document.

[0048] It can be understood that the business configuration system analyzes the degree of correlation between the first document within the first business scope and the first document within the second business scope, determines whether the low-code document entered into the system is the action execution document corresponding to the same business, and associates the documents within the first business scope under the same business with the documents within the second business scope under the same business, thereby meeting the refined needs of different customers and eliminating the need for subsequent separate registration, thereby improving the work efficiency of document configuration.

[0049] like Fig.11 As shown in the figure, after determining the documents within the first business scope and the documents within the second business scope under the same business, the progress of the action items of the same business can be followed up on the mobile terminal interface. For example, when a retail direct customer is determined, the documents within the second business scope are updated, including: follow-up records, visit summaries, inspection summaries, customer opening 02, customer opening 01, customer opening 03, customer opening 06, and updates to the configuration of subsequent action items. By following up on the same business on the mobile terminal, the efficiency of document configuration is improved.

[0050] Specifically, in the visual configuration interface, documents within the second business scope are displayed in the configuration interface in the form of cards or secondary interfaces. In the secondary interface, document information is displayed, including: document name, form code, document code, service code, PC list code, PC card code, mobile list code, mobile card code and field, and the business opportunity actions and action items corresponding to the document business items are displayed synchronously, and business objects are continuously followed up and recorded. Through the low-code fusion configuration page, the follow-up records are registered in the action type settings, so that during the execution of the action, the action can be directly converted into a follow-up record document through the document conversion rules. In this way, low-code documents can be registered to different business objects at the same time, without the need for each business object to be registered separately, which not only ensures the accuracy and consistency of the data, but also optimizes the business process and improves work efficiency.

[0051] In one embodiment, Figure 6 As shown, a setting table corresponding to the matching document is generated, including: Step S1122: Determine the associated business object corresponding to the first business scope; Step S1124: determining the associated business object, the matching document corresponding to the first business scope, and the matching document corresponding to the second business scope as a first document set; Step S1126: Determine the transfer object corresponding to the third business scope; Step S1128: determining that the matching documents corresponding to the transfer object and the third business scope are the second document set; Step S1130: Generate a setting table according to the first document set and the second document set.

[0052] In this embodiment, the low-code documents that have completed the conversion are matched with the associated business objects, and the low-code documents and business objects are bound to the setting table to complete the integration of the second document and the customer relationship management system. Specifically, the associated business objects and business transfer objects are determined through the customer information and employee information in the customer relationship management system, and the matching documents and associated business objects within the first business scope and the second business scope under the same business are bound and registered in the setting table as the first document set; the matching documents and transfer objects within the third business scope are bound and registered in the setting table as the second data set. In this way, on the basis of the conversion of documents into low-code documents, the rapid integration of low-code documents and business objects is completed. Through the integration of the business configuration system and the customer relationship management system, the business process is optimized, and each business object does not need to be registered separately, which improves the document configuration efficiency.

[0053] In one embodiment, Fig. 9 As shown, the principle of the document configuration method can be: obtain low-code development documents through the business configuration system, integrate the low-code development documents with low-code configuration according to the preset standard documents, select the applicable scope of the business object, determine the applicable scope of the business corresponding to the document, and finally save and dynamically generate configuration items in the customer relationship management system. The configuration items include: action type settings, business opportunity actions, bidding actions, contract draft actions, and work handovers. Among them, the action type setting is used for action item configuration; business opportunity actions, bidding actions, and contract draft actions are used to associate business objects; work handovers are used to determine the handover objects. By determining the document scenarios to be applied to different business objects, dynamically generating document configuration items, determining the document configuration rules for the corresponding business applicable scope, and updating the subsequent action item configurations for the same business, based on the data in the relevant business object configuration table, the data flow between documents and low-code documents is realized by prefabricated low-code configuration rules.

[0054] like Figure 7 As shown, an embodiment of the present application provides a document configuration device 900, including: an acquisition module 902, used to obtain a document code corresponding to a first document; an identification module 904, used to identify field information in the first document based on a preset document database; a determination module 906, used to determine the business application scope corresponding to the first document according to the field information; determine a document template corresponding to the business application scope; a document generation module 908, used to generate a matching document according to the document template and the document code corresponding to the first document; a document configuration module 910, used to generate a setting table corresponding to the matching document.

[0055] According to the document configuration device 900 provided in the embodiment of the present application, it mainly includes an acquisition module 902, an identification module 904, a determination module 906, a document generation module 908 and a document configuration module 910, which converts documents into low-code documents and integrates them into the customer relationship management system. Combined with a visual configuration interface, the low-code developed page is integrated with the low-code configuration page. The document code is obtained through the acquisition module 902, the document is entered into the system and the document code data is disassembled to determine the document information; the identification module 904 identifies the disassembled document code data, analyzes the character data in the document, converts the document data into corresponding low-code document data, and identifies the corresponding field information under the low-code rules; the determination module 906 determines the business applicability of the document according to the document field information obtained under the low-code rules, and determines the document template corresponding to the business applicability based on the document rules preset by the business configuration system; the document generation module 908 then registers the corresponding low-code field information of the document into the document template, and generates a matching document corresponding to the document in combination with the document code, completing the conversion of the document to the low-code document; finally, the document configuration module 910 matches the converted low-code document with the associated business object, binds the low-code document and the business object and registers them in the setting table, completes the integration of the second-opening document and the customer relationship management system, completes the document configuration, reduces the cost of document docking, and improves business operation efficiency.

[0056] Optionally, the acquisition module 902 is used to acquire a preset document database; Optionally, the acquisition module 902 is used to acquire a preset service application scope; Optionally, the acquisition module 902 is used to acquire the associated fields corresponding to the document template; Optionally, the determination module 906 is used to determine an associated business object corresponding to the first business scope; Optionally, the determination module 906 is used to determine that the associated business object, the matching document corresponding to the first business scope, and the matching document corresponding to the second business scope are a first document set; Optionally, the determination module 906 is used to determine a transfer object corresponding to the third business scope; Optionally, the determination module 906 is used to determine that the matching documents corresponding to the transfer object and the third business scope are a second document set; Optionally, the document generation module 908 is used to generate a matching document according to the second field information and the document code corresponding to the first document; Optionally, the document generation module 908 is used to associate the first document within the second business scope with the first document within the first business scope to generate an associated matching document.

[0057] like Figure 8As shown, an embodiment of the present application provides an electronic device 1000, including a processor 1110, a memory 1109, and a program or instruction stored in the memory 1109 and executable on the processor 1110. When the program or instruction is executed by the processor 1110, the various processes of the embodiment of the above-mentioned document configuration method are implemented, and the same technical effect can be achieved. To avoid repetition, it will not be described here.

[0058] An embodiment of the present application also provides a readable storage medium, on which a program or instruction is stored. When the program or instruction is executed by a processor, the various processes of the embodiment of the above-mentioned document configuration method are implemented, and the same technical effect can be achieved. To avoid repetition, it will not be repeated here.

[0059] An embodiment of the present application further provides a chip, which includes a processor and a communication interface, the communication interface and the processor are coupled, and the processor is used to run programs or instructions to implement the various processes of the embodiment of the above-mentioned document configuration method, and can achieve the same technical effect. To avoid repetition, it will not be repeated here.

[0060] According to the document configuration method, device, electronic device, readable storage medium and chip provided in the present invention, the integration of the second-opening document and the customer relationship management system can be realized in a low-code manner, thereby improving the flexibility and work efficiency of the document configuration, and registering the documents to different business objects at the same time, thereby optimizing the business process and reducing the cost of document docking.

[0061] In the present invention, the terms "first", "second", and "third" are used for descriptive purposes only and should not be understood as indicating or implying relative importance; the term "plurality" refers to two or more, unless otherwise clearly defined. The terms "installed", "connected", "connected", "fixed", etc. should be understood in a broad sense. For example, "connected" can be a fixed connection, a detachable connection, or an integral connection; "connected" can be a direct connection or an indirect connection through an intermediate medium. For those of ordinary skill in the art, the specific meanings of the above terms in the present invention can be understood according to specific circumstances.

[0062] In the description of the present invention, it is necessary to understand that the directions or positional relationships indicated by terms such as “upper”, “lower”, “left”, “right”, “front” and “back” are based on the directions or positional relationships shown in the accompanying drawings, and are only for the convenience of describing the present invention and simplifying the description, rather than indicating or implying that the device or unit referred to must have a specific direction, be constructed and operated in a specific orientation, and therefore, cannot be understood as a limitation on the present invention.

[0063] In the description of this specification, the description of the terms "one embodiment", "some embodiments", "specific embodiments", etc. means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present invention. In this specification, the schematic representation of the above terms does not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described can be combined in any one or more embodiments or examples in a suitable manner.

[0064] The above are only preferred embodiments of the present invention and are not intended to limit the present invention. For those skilled in the art, the present invention may have various modifications and variations. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present invention shall be included in the protection scope of the present invention.

Claims

1. A document configuration method, characterized in that: include: Obtain the document code corresponding to the first document; Based on a preset document database, identifying field information in the first document; Determine the business application scope corresponding to the first document according to the field information; Determine the document template corresponding to the applicable scope of the business; Generate a matching document according to the document template and the document code corresponding to the first document; A setting table corresponding to the matching document is generated.

2. The document configuration method according to claim 1, characterized in that: The identifying the field information in the first document based on the preset document database includes: Get the preset document database; Determine at least one historical document that has been edited according to the preset document database; Determining preset field information in the at least one historical document that has been edited; Extracting text data from the first document, performing feature processing on the text data, and obtaining first field data; According to the preset field information, corresponding field information in the first field data is determined.

3. The document configuration method according to claim 2, characterized in that: The determining, according to the field information, the business application scope corresponding to the first document includes: Obtaining a preset business application scope, where the preset business application scope includes a first business scope, a second business scope, and a third business scope; Determine a field information data set corresponding to the preset business application scope; The field information is mapped into the field information data set to determine the business application scope corresponding to the first document.

4. The document configuration method according to claim 3, characterized in that: The generating a matching document according to the document template and the document code corresponding to the first document includes: Get the associated fields corresponding to the document template; Matching the corresponding field information in the first field data with the associated field to generate second field information; A matching document is generated according to the second field information and the document code corresponding to the first document.

5. The document configuration method according to claim 4, characterized in that: The generating a matching document according to the second field information and the document code corresponding to the first document also includes: Determine the business application scope of the first document corresponding to the second field information; When the field information data set corresponding to the first document within the first business scope includes the field information data set corresponding to the first document within the second business scope, determining that the first document within the second business scope and the first document within the first business scope correspond to the same business; The first document within the second business scope is associated with the first document within the first business scope to generate an associated matching document.

6. The document configuration method according to claim 3, characterized in that: The generating of the setting table corresponding to the matching document comprises: Determine an associated business object corresponding to the first business scope; Determining the associated business object, the matching document corresponding to the first business scope, and the matching document corresponding to the second business scope as a first document set; Determine the transfer object corresponding to the third business scope; Determining that matching documents corresponding to the transfer object and the third business scope are a second document set; A setting table is generated according to the first document set and the second document set.

7. A document configuration device, characterized in that: include: An acquisition module, used to acquire a document code corresponding to the first document; An identification module, used for identifying field information in the first document based on a preset document database; A determination module, configured to determine the business applicable scope corresponding to the first document according to the field information; and determine a document template corresponding to the business applicable scope; A document generation module, used to generate a matching document according to the document template and the document code corresponding to the first document; The document configuration module is used to generate a setting table corresponding to the matching document.

8. An electronic device, characterized in that: The method comprises a processor, a memory, and a program or instruction stored in the memory and executable on the processor, wherein the program or instruction, when executed by the processor, implements the steps of the document configuration method as claimed in any one of claims 1 to 6.

9. A readable storage medium, characterized in that: The readable storage medium stores a program or instruction, and when the program or instruction is executed by a processor, the steps of the document configuration method according to any one of claims 1 to 6 are implemented.

10. A chip, characterized in that: The chip includes a processor and a communication interface, the communication interface is coupled to the processor, and the processor is used to run a program or instruction to implement the steps of the document configuration method according to any one of claims 1 to 6.

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