Method, system and equipment for migrating account set data and medium

By establishing correspondence and comparison tables for software information, databases and installation programs, the problems of inefficiency and differences in accounting accounts when relocating accounting data are solved, and efficient migration and accurate adaptation of accounting data are achieved.

CN119621706APending Publication Date: 2025-03-14AISINO CORPORATION
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Patent Information

Application Number
CN202411728489.4
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-28
Publication Date
2025-03-14

AI Technical Summary

Technical Problem

When financial and tax managers migrate localized financial software account data to a smarter and more convenient online account management platform, they face the problems of inefficiency and differences in accounting accounts of different account management platforms.

Method used

By obtaining the software information of the local software, selecting and establishing the corresponding database and installation program, establishing the corresponding relationship between the software information, database and installation program, and generating a comparison table. Then, match the target software information in the comparison table, obtain the installation program, install the target database, filter and build a data packet with a fixed format for migration.

Benefits of technology

It realizes efficient migration of account data, simplifies the operation process of fiscal and taxation managers, reduces the difficulty of adapting to different accounting systems, and improves the efficiency and accuracy of account data transfer between different platforms.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention discloses an account set data migration method, system and device and a medium, and belongs to the technical field of data processing. The method comprises the following steps: acquiring software information of local software, selecting a corresponding database based on the software information, establishing an installation program corresponding to the database, establishing a corresponding relationship, and establishing a comparison table based on the corresponding relationship; target software information of target local software is obtained, retrieval matching is conducted in the comparison table according to the target software information, and if the target software information can be matched with an installation program, the installation program is obtained; and installing a target database by using the installation program, screening out to-be-migrated account set data of target local software based on the target database, and constructing the to-be-migrated account set data into a data packet in a fixed format to migrate to the outside of the local. According to the method, outward migration of local software data can be effectively completed.
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Description

Technical Field

[0001] The present invention relates to the field of data processing technology, and more specifically, to a method, system, device and medium for migrating account set data. Background Art

[0002] Due to the diversification of financial management software options and the wider range of platform options, the financial management software used by various financial and tax agencies has a greater choice of space. However, the inventors found that financial and tax management personnel often need to migrate localized financial software account data to a smarter and more convenient network account management platform. In the traditional way, financial and tax management personnel migrate account data manually. Due to the complexity of account data, the efficiency of migration and the differences in accounting subjects of different account management platforms are the main problems faced by financial and tax management personnel in this situation.

[0003] Therefore, how to make the migration of account data easy and efficient is an urgent problem to be solved. Summary of the invention

[0004] In view of the above problems, the present invention proposes a method for migrating account set data, comprising:

[0005] Acquire software information of local software, select a corresponding database based on the software information, establish an installation program for the corresponding database, establish a corresponding relationship among the software information, the corresponding database and the installation program for the corresponding database, and establish a comparison table based on the corresponding relationship;

[0006] Obtain target software information of the target local software, and search and match the target software information in the comparison table, and if the target software information can match the installation program, obtain the installation program;

[0007] The target database is installed using the installation program, and based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is constructed into a fixed-format data package and migrated locally externally.

[0008] Optional software information, including: software data type, software data volume and software name.

[0009] Optional, corresponding relationship, including:

[0010] There is a one-to-one correspondence between the database and the corresponding installation program;

[0011] When the software names are consistent but the software data types or software data volumes are inconsistent, there is a one-to-many correspondence between the software names and the corresponding databases;

[0012] The one-to-many correspondence relationship is specifically: when the software names are the same, the software names correspond to databases corresponding to different software data types or software data quantities.

[0013] Optionally, use the installation program to install the target database, including:

[0014] The installation program is used to determine the database type and the database path, and the target database is installed based on the database type and the database path.

[0015] Optionally, the method further comprises: after installing the target database, checking the identity information of the target database user, and if the checking is qualified, sending the user name and password to the target database user;

[0016] The target database user logs in to the target database using the user name and password.

[0017] Optionally, based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is migrated to the local external, including:

[0018] Establish a connection between the target database and the target local software, use the target database to read the account set data of the target local software, and perform SQL query on the read account set data to generate a data management list, in which the type of account set data to be migrated is determined, and the account set data to be migrated is filtered out from the read account set data through the determined type of account set data to be migrated, and the account set data to be migrated is migrated to the target database, and the migrated account set data is constructed into a fixed-format data package through the target database for local external migration.

[0019] Optionally, the data management list includes the following types of account set data:

[0020] Customer information data, basic information data of account set data, accounting subject data, end-of-period data before the migration start month, voucher data and financial statement data.

[0021] Optionally, the migrated A / C data is constructed into a fixed-format data package and migrated to the local external location, including:

[0022] The migrated account data is converted or disassembled in a fixed format according to the new accounting system to generate a fixed-format data package and migrate it to the local external location.

[0023] Optionally, the target software information is searched and matched in the comparison table. If the target software information cannot be matched to the installation program, a corresponding database is selected based on the target software information, and an installation program for the corresponding database is established. A correspondence between the target software information, the corresponding database and the installation program for the corresponding database is established, and the comparison table is updated based on the correspondence.

[0024] On the other hand, the present invention also provides a migration system for account set data, comprising:

[0025] The initialization unit is used to obtain software information of local software, select a corresponding database based on the software information, and establish an installation program of the corresponding database, and establish a corresponding relationship between the software information, the corresponding database and the installation program of the corresponding database, and establish a comparison table based on the corresponding relationship;

[0026] A database installation unit, used to obtain target software information of target local software, and search and match the target software information in the comparison table, and if the target software information can match the installation program, obtain the installation program;

[0027] The migration unit is used to use the installation program to install the target database, and based on the target database, filter out the account set data to be migrated of the target local software, and construct the account set data to be migrated into a fixed format data package to migrate it to the local external.

[0028] Optional software information, including: software data type, software data volume and software name.

[0029] Optional, corresponding relationships, including:

[0030] There is a one-to-one correspondence between the database and the corresponding installation program;

[0031] When the software names are consistent but the software data types or software data volumes are inconsistent, there is a one-to-many correspondence between the software names and the corresponding databases;

[0032] The one-to-many correspondence relationship is specifically: when the software names are the same, the software names correspond to databases corresponding to different software data types or software data quantities.

[0033] Optionally, use the installation program to install the target database, including:

[0034] The installation program is used to determine the database type and the database path, and the target database is installed based on the database type and the database path.

[0035] Optionally, the database installation unit is further used to: after installing the target database, check the identity information of the target database user, and if the check is qualified, send the user name and password to the target database user;

[0036] The target database user logs in to the target database using the user name and password.

[0037] Optionally, based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is migrated to the local external, including:

[0038] Establish a connection between the target database and the target local software, use the target database to read the account set data of the target local software, and perform SQL query on the read account set data to generate a data management list, in which the type of account set data to be migrated is determined, and the account set data to be migrated is filtered out from the read account set data through the determined type of account set data to be migrated, and the account set data to be migrated is migrated to the target database, and the migrated account set data is constructed into a fixed-format data package through the target database for local external migration.

[0039] Optionally, the data management list includes the following types of account set data:

[0040] Customer information data, basic information data of account set data, accounting subject data, end-of-period data before the migration start month, voucher data and financial statement data.

[0041] Optionally, the migrated A / C data is constructed into a fixed-format data package and migrated to the local external location, including:

[0042] The migrated account data is converted or disassembled in a fixed format according to the new accounting system to generate a fixed-format data package and migrate it to the local external location.

[0043] Optionally, the target software information is searched and matched in the comparison table. If the target software information cannot be matched to the installation program, a corresponding database is selected based on the target software information, and an installation program for the corresponding database is established. A correspondence between the target software information, the corresponding database and the installation program for the corresponding database is established, and the comparison table is updated based on the correspondence.

[0044] In yet another aspect, the present invention further provides a computing device, comprising: one or more processors;

[0045] a processor for executing one or more programs;

[0046] When the one or more programs are executed by the one or more processors, the above-described method is implemented.

[0047] In yet another aspect, the present invention further provides a computer-readable storage medium having a computer program stored thereon, wherein when the computer program is executed, the method described above is implemented.

[0048] Compared with the prior art, the present invention has the following beneficial effects:

[0049] The present invention provides a migration method for account set data, comprising: for local software, obtaining software information of the local software, building a corresponding database based on the software information, and building a corresponding installation program for the corresponding database, and establishing a corresponding relationship between the local software name, the database corresponding to the local software and the corresponding installation program, and establishing a comparison table based on the corresponding relationship; when the target local software of the account set data to be migrated performs account set data migration, obtaining the software name and target software information of the target local software, using the software name as key information, querying in the comparison table, and if a local software name consistent with the software name can be queried, then according to the comparison table The corresponding relationship, the local software name and the target software information queried are used to obtain the installation program corresponding to the local software name; the installation program is used to install the corresponding database, establish a connection between the database and the target local software, and use the database to read the account set data of the target local software, based on the database, perform SQL query on the read account set data, and generate a data management list, check the account set data type to be migrated in the data management list, and migrate the account set data corresponding to the checked account set data type to be migrated to the database, and in the database, construct the migrated account set data into a fixed format data package to migrate locally externally. The present invention can effectively complete the outward migration of local software data. BRIEF DESCRIPTION OF THE DRAWINGS

[0050] Figure 1 is a flow chart of the method of the present invention;

[0051] Figure 2 It is a structural diagram of the system of the present invention. DETAILED DESCRIPTION

[0052] Now, exemplary embodiments of the present invention are described with reference to the accompanying drawings. However, the present invention can be implemented in many different forms and is not limited to the embodiments described herein. These embodiments are provided to disclose the present invention in detail and completely and to fully convey the scope of the present invention to those skilled in the art. The terms used in the exemplary embodiments shown in the accompanying drawings are not intended to limit the present invention. In the accompanying drawings, the same units / elements are marked with the same reference numerals.

[0053] Unless otherwise specified, the terms (including technical terms) used herein have the commonly understood meanings to those skilled in the art. In addition, it is understood that the terms defined in commonly used dictionaries should be understood to have the same meanings as those in the context of the relevant fields, and should not be understood as idealized or overly formal meanings.

[0054] Embodiment 1:

[0055] The present invention proposes a method for migrating account set data, such as Figure 1 As shown, including:

[0056] Step 1: Obtain software information of local software, select a corresponding database based on the software information, establish an installation program for the corresponding database, establish a corresponding relationship between the software information, the corresponding database and the installation program for the corresponding database, and establish a comparison table based on the corresponding relationship;

[0057] Step 2: obtaining target software information of the target local software, and searching and matching the target software information in the comparison table, and obtaining the installation program if the target software information can match the installation program;

[0058] Step 3: Use the installation program to install the target database, and based on the target database, filter out the account data to be migrated by the target local software, and construct the account data to be migrated into a fixed-format data package to migrate it to the local external.

[0059] The software information includes: software data type, software data volume and software name.

[0060] The corresponding relationships include:

[0061] There is a one-to-one correspondence between the database and the corresponding installation program;

[0062] When the software names are consistent but the software data types or software data volumes are inconsistent, there is a one-to-many correspondence between the software names and the corresponding databases;

[0063] The one-to-many correspondence relationship is specifically: when the software names are the same, the software names correspond to databases corresponding to different software data types or software data quantities.

[0064] The installation procedure is used to install the target database, including:

[0065] The installation program is used to determine the database type and the database path, and the target database is installed based on the database type and the database path.

[0066] The method further comprises: after installing the target database, checking the identity information of the target database user, and if the check is qualified, sending the user name and password to the target database user;

[0067] The target database user logs in to the target database using the user name and password.

[0068] Wherein, based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is migrated to the local external, including:

[0069] Establish a connection between the target database and the target local software, use the target database to read the account set data of the target local software, and perform SQL query on the read account set data to generate a data management list, in which the type of account set data to be migrated is determined, and the account set data to be migrated is filtered out from the read account set data through the determined type of account set data to be migrated, and the account set data to be migrated is migrated to the target database, and the migrated account set data is constructed into a fixed-format data package through the target database for local external migration.

[0070] The data management list includes the following types of account data:

[0071] Customer information data, basic information data of account set data, accounting subject data, end-of-period data before the migration start month, voucher data and financial statement data.

[0072] The migrated account data is constructed into a fixed-format data package and migrated to the local external environment, including:

[0073] The migrated account data is converted or disassembled in a fixed format according to the new accounting system to generate a fixed-format data package and migrate it to the local external location.

[0074] Among them, the target software information is searched and matched in the comparison table. If the target software information cannot be matched to the installation program, the corresponding database is selected based on the target software information, and the installation program of the corresponding database is established. The corresponding relationship among the target software information, the corresponding database and the installation program of the corresponding database is established, and the comparison table is updated based on the corresponding relationship.

[0075] In the current financial software market, the usage rate of stand-alone local financial software is decreasing, but due to its long-term use and strong privacy characteristics, it is still used by a large number of financial personnel. When financial management personnel need to transfer local data in the software to the network platform software for processing, the solution provided by the present invention can help them complete it quickly and accurately.

[0076] Since there are many types of financial software on the market, the software developed by different companies has different forms, but their essence is to store data in a local database for processing. The installation and initialization of the database are deployed by the financial management personnel through the installation process. When the present invention is implemented, a software selection interface is given to the personnel. After selecting the corresponding software, the present invention guides the personnel to read and connect to the database, including the database path, database type, database user name and password, etc.

[0077] After the present invention completes the connection to the database, it obtains the customer management list by performing SQL query on the database and displays it on the interface. After the user selects the customer account set that needs to be migrated, the present invention automatically completes the subsequent SQL query task, and organizes the necessary account set information queried in the database into a data packet in a fixed format, which is then sent to the target receiving platform, and the account creation and initialization operations are automatically completed on the new network platform.

[0078] To summarize, in an embodiment of the present invention, the customer management list contained in the original account management platform is obtained, and then the customers who need to be migrated are selected according to the customer management list; secondly, the accounting system adopted by the original account management platform is obtained, and the original account data stored by the selected customers who need to be migrated are collected; then, the original account data of the target customers are converted into target account data under the accounting system under the target account management platform and stored.

[0079] The present invention can realize automatic collection of account data of the original account management platform, and provides an automatic collection method with simple manual operation. In addition, since there may be differences in the definitions of some accounting subjects for the same accounting system under different account management platforms, by pre-configuring the mapping rules of accounting subjects of the same accounting system under different account management platforms, it can be realized that the target account data under the accounting system under the target account management platform is automatically converted according to the mapping rules and then stored, thereby realizing automatic adaptation under different accounting systems, reducing the difficulty of account data management for accountants, simplifying manual operation, and further improving the efficiency of account replacement between different account management platforms and the accuracy of target account generation.

[0080] Embodiment 2:

[0081] The present invention also proposes a migration system 200 for account set data, such as Figure 2 As shown, including:

[0082] The initialization unit 201 is used to obtain software information of local software, select a corresponding database based on the software information, and establish an installation program of the corresponding database, and establish a corresponding relationship between the software information, the corresponding database and the installation program of the corresponding database, and establish a comparison table based on the corresponding relationship;

[0083] The database installation unit 202 is used to obtain target software information of the target local software, and search and match the target software information in the comparison table, and if the target software information can match the installation program, the installation program is obtained;

[0084] The migration unit 203 is used to use the installation program to install the target database, and based on the target database, filter out the account set data to be migrated of the target local software, and construct the account set data to be migrated into a fixed format data package to migrate it to the local external.

[0085] The software information includes: software data type, software data volume and software name.

[0086] The corresponding relationships include:

[0087] There is a one-to-one correspondence between the database and the corresponding installation program;

[0088] When the software names are consistent but the software data types or software data volumes are inconsistent, there is a one-to-many correspondence between the software names and the corresponding databases;

[0089] The one-to-many correspondence relationship is specifically: when the software names are the same, the software names correspond to databases corresponding to different software data types or software data quantities.

[0090] The installation procedure is used to install the target database, including:

[0091] The installation program is used to determine the database type and the database path, and the target database is installed based on the database type and the database path.

[0092] The database installation unit 202 is further used to: after installing the target database, check the identity information of the target database user, and if the check is qualified, send the user name and password to the target database user;

[0093] The target database user logs in to the target database using the user name and password.

[0094] Wherein, based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is migrated to the local external, including:

[0095] Establish a connection between the target database and the target local software, use the target database to read the account set data of the target local software, and perform SQL query on the read account set data to generate a data management list, in which the type of account set data to be migrated is determined, and the account set data to be migrated is filtered out from the read account set data through the determined type of account set data to be migrated, and the account set data to be migrated is migrated to the target database, and the migrated account set data is constructed into a fixed-format data package through the target database for local external migration.

[0096] The data management list includes the following types of account data:

[0097] Customer information data, basic information data of account set data, accounting subject data, end-of-period data before the migration start month, voucher data and financial statement data.

[0098] The migrated account data is constructed into a fixed-format data package and migrated to the local external environment, including:

[0099] The migrated account data is converted or disassembled in a fixed format according to the new accounting system to generate a fixed-format data package and migrate it to the local external location.

[0100] Among them, the target software information is searched and matched in the comparison table. If the target software information cannot be matched to the installation program, the corresponding database is selected based on the target software information, and the installation program of the corresponding database is established. The corresponding relationship among the target software information, the corresponding database and the installation program of the corresponding database is established, and the comparison table is updated based on the corresponding relationship.

[0101] The present invention can effectively complete the outward migration of local software data.

[0102] Embodiment 3:

[0103] Based on the same inventive concept, the present invention also provides a computer device, which includes a processor and a memory, wherein the memory is used to store a computer program, the computer program includes program instructions, and the processor is used to execute the program instructions stored in the computer storage medium. The processor may be a central processing unit (CPU), or other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field-programmable gate arrays (FPGA) or other programmable logic devices, discrete gates or transistor logic devices, discrete hardware components, etc. It is the computing core and control core of the terminal, which is suitable for implementing one or more instructions, and is specifically suitable for loading and executing one or more instructions in the computer storage medium to implement the corresponding method flow or corresponding functions, so as to implement the steps of the method in the above embodiment.

[0104] Embodiment 4:

[0105] Based on the same inventive concept, the present invention also provides a storage medium, specifically a computer-readable storage medium (Memory), which is a memory device in a computer device for storing programs and data. It is understandable that the computer-readable storage medium here can include both a built-in storage medium in a computer device and an extended storage medium supported by the computer device. The computer-readable storage medium provides a storage space, which stores the operating system of the terminal. In addition, one or more instructions suitable for being loaded and executed by a processor are also stored in the storage space, and these instructions can be one or more computer programs (including program codes). It should be noted that the computer-readable storage medium here can be a high-speed RAM memory or a non-volatile memory, such as at least one disk memory. The processor can load and execute one or more instructions stored in the computer-readable storage medium to implement the steps of the method in the above embodiment.

[0106] It will be appreciated by those skilled in the art that embodiments of the present invention may be provided as methods, systems, or computer program products. Therefore, the present invention may take the form of a complete hardware embodiment, a complete software embodiment, or an embodiment combining software and hardware. Moreover, the present invention may take the form of a computer program product implemented on one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) containing computer-usable program codes. The schemes in the embodiments of the present invention may be implemented in various computer languages, for example, object-oriented programming language Java and literal scripting language JavaScript, etc.

[0107] The present invention is described with reference to flowcharts and / or block diagrams of methods, devices (systems), and computer program products according to embodiments of the present invention. It should be understood that each process and / or block in the flowchart and / or block diagram, as well as the combination of processes and / or blocks in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing device to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing device generate instructions for implementing the processes in the flowchart and / or block diagram. Figure 1 A process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.

[0108] These computer program instructions may also be stored in a computer-readable memory capable of directing a computer or other programmable data processing device to operate in a specific manner, so that the instructions stored in the computer-readable memory produce an article of manufacture comprising an instruction device, which implements the process Figure 1 A process or multiple processes and / or boxes Figure 1 A function specified in one or more boxes.

[0109] These computer program instructions can also be loaded onto a computer or other programmable data processing device so that a series of operating steps are executed on the computer or other programmable device to produce a computer-implemented process, thereby providing instructions for implementing the process. Figure 1 A process or multiple processes and / or boxes Figure 1 The steps for the functions specified in one or more boxes.

[0110] Although the preferred embodiments of the present invention have been described, those skilled in the art may make other changes and modifications to these embodiments once they have learned the basic creative concept. Therefore, the appended claims are intended to be interpreted as including the preferred embodiments and all changes and modifications that fall within the scope of the present invention.

[0111] Obviously, those skilled in the art can make various changes and modifications to the present invention without departing from the spirit and scope of the present invention. Thus, if these modifications and variations of the present invention fall within the scope of the claims of the present invention and their equivalents, the present invention is also intended to include these modifications and variations.

Claims

1. A method for migrating account set data, characterized in that: include: Acquire software information of local software, select a corresponding database based on the software information, establish an installation program for the corresponding database, establish a corresponding relationship among the software information, the corresponding database and the installation program for the corresponding database, and establish a comparison table based on the corresponding relationship; Obtain target software information of the target local software, and search and match the target software information in the comparison table, and if the target software information can match the installation program, obtain the installation program; The target database is installed using the installation program, and based on the target database, the account set data to be migrated of the target local software is screened out, and the account set data to be migrated is constructed into a fixed-format data package and migrated locally externally.

2. The method according to claim 1, characterized in that The software information includes: software data type, software data volume and software name.

3. The method according to claim 1, characterized in that The corresponding relationship includes: There is a one-to-one correspondence between the database and the corresponding installation program; When the software names are consistent but the software data types or software data volumes are inconsistent, there is a one-to-many correspondence between the software names and the corresponding databases; The one-to-many correspondence relationship is specifically: when the software names are the same, the software names correspond to databases corresponding to different software data types or software data quantities.

4. The method according to claim 1, characterized in that: The use of the installation program to install the target database includes: The installation program is used to determine the database type and the database path, and the target database is installed based on the database type and the database path.

5. The method according to claim 1, characterized in that The method further comprises: after installing the target database, checking the identity information of the target database user, and if the checking is qualified, sending the user name and password to the target database user; The target database user logs in to the target database using the user name and password.

6. The method according to claim 1, characterized in that The step of filtering out the account set data to be migrated of the target local software based on the target database, and migrating the account set data to be migrated to the local external system includes: Establish a connection between the target database and the target local software, use the target database to read the account set data of the target local software, and perform SQL query on the read account set data to generate a data management list, in which the type of account set data to be migrated is determined, and the account set data to be migrated is filtered out from the read account set data through the determined type of account set data to be migrated, and the account set data to be migrated is migrated to the target database, and the migrated account set data is constructed into a fixed-format data package through the target database for local external migration.

7. The method according to claim 6, characterized in that The data management list includes the following types of account set data: Customer information data, basic information data of account set data, accounting subject data, end-of-period data before the migration start month, voucher data and financial statement data.

8. A migration system for account set data, characterized in that: include: The initialization unit is used to obtain software information of local software, select a corresponding database based on the software information, and establish an installation program of the corresponding database, and establish a corresponding relationship between the software information, the corresponding database and the installation program of the corresponding database, and establish a comparison table based on the corresponding relationship; A database installation unit, used to obtain target software information of target local software, and search and match the target software information in the comparison table, and if the target software information can match the installation program, obtain the installation program; The migration unit is used to use the installation program to install the target database, and based on the target database, filter out the account set data to be migrated of the target local software, and construct the account set data to be migrated into a fixed format data package to migrate it to the local external.

9. A computer device, characterized in that: include: one or more processors; a processor for executing one or more programs; When the one or more programs are executed by the one or more processors, the method according to any one of claims 1 to 7 is implemented.

10. A computer-readable storage medium, characterized in that: A computer program is stored thereon, and when the computer program is executed, the method according to any one of claims 1 to 7 is implemented.

Citation Information

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