Document management system based on process industry digital asset transfer
By designing a document management system based on the process industry, the problem of lack of flexibility and specificity in the process industry in the prior art document management system is solved, and the efficiency and security of document management are achieved.
Patent Information
- Application Number
- CN202411770424.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-04
- Publication Date
- 2025-03-21
AI Technical Summary
The document management systems in the prior art lack flexibility and specificity in the process industry, and it is difficult to meet the needs of modern process industry enterprise management.
A document management system based on process industry digital asset handover is designed, allowing enterprises to customize document standards and seamlessly connect with CFIHOS international standards. The system includes functions such as online operation drawings, quick positioning query of equipment position numbers, and custom review processes.
It realizes efficient creation, classification, storage, viewing, retrieval and sharing of documents, significantly improves work efficiency, reduces operational costs, and ensures the security and accuracy of information.
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Figure CN119669152A_ABST
Abstract
Description
Technical Field
[0001] The present invention belongs to the technical field of information management, and in particular is a document management system based on the transfer of digital assets in process industries. Background Art
[0002] In recent years, with the rapid development of the digital economy and the widespread dissemination of the concept of Industry 4.0 around the world, process industries such as chemical and metallurgical industries are undergoing a profound transformation. These traditional industries are facing unprecedented challenges and opportunities. They not only need to improve production efficiency and reduce operating costs through technological innovation, but also need to cope with the more intense market competition environment by optimizing resource allocation. Traditional document management methods have become incapable of meeting the needs of modern process industry enterprise management due to their inefficiency and lack of flexibility. In this context, accelerating the digital transformation of enterprises, especially promoting the comprehensive digitalization of document management, has become an imperative development direction.
[0003] Document management systems in the prior art are usually embedded in large systems, such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management) or project management systems. Although this design helps to integrate multiple business processes within the enterprise, it sacrifices the flexibility and specificity of document management to a certain extent. Summary of the invention
[0004] In order to make up for the deficiencies in the prior art, the present invention proposes a document management system based on the transfer of digital assets in the process industry as an effective tool to solve the above problems. The system focuses on the process industry, not only allowing process industry enterprises to customize a set of document standard systems according to their own characteristics and needs, but also can be seamlessly connected with the internationally recognized standard of CFIHOS (Capital Facilities Information Handover Specification). With the help of the functions of the system, enterprises can focus on the life cycle management of documents and complete the creation, classification, storage, viewing, retrieval and sharing of documents more efficiently and accurately. This system can not only run independently as a supplementary tool, but also can be easily integrated with other existing systems as needed, thereby providing enterprises with more flexible, efficient and targeted document management solutions, which not only improves the efficiency of daily work, but also significantly reduces the operating costs of enterprises, achieving real cost reduction and efficiency improvement.
[0005] Compared with other types of document management, the management of drawing documents during the asset handover process has significant advantages, mainly reflected in its ability to convey technical information more accurately, ensuring that the recipient fully understands the design and construction details of the asset, thereby providing a solid foundation for subsequent maintenance, upgrades or renovations; at the same time, through strict version control and long-term preservation strategies, drawing document management helps maintain the consistency and integrity of information, reducing the risks caused by version confusion or data loss; in addition, high security measures ensure the security of sensitive information, greatly enhance the security and accuracy of information, reduce the possibility of human error, and help ensure that companies maintain compliance in a complex and changing market environment.
[0006] The following is a detailed description of the (drawing) document management system based on the transfer of digital assets in process industries of the present invention.
[0007] 1. Design idea description:
[0008] 1) Customized document standard system
[0009] Relying on the Project Build System (PBS) of engineering projects for systematic management and integrating the CFIHOS industry professional database, it enables enterprises to customize various types of documents, codes and attributes in the PBS architecture and professional information database according to their own needs, thereby efficiently building a document standardization system that conforms to their own business processes.
[0010] 2) Online operation of 2D drawing documents
[0011] Browse drawing contents online, freely switch between all-round perspectives, and get all the functions such as precise measurement, high-definition rendering and detailed annotations, making online operation of drawings efficient and convenient.
[0012] 3) Quick location query of equipment number
[0013] By associating the equipment number with the relevant documents, the corresponding equipment documents can be quickly retrieved based on the number, thereby efficiently locating the equipment position, thereby significantly improving the efficiency of equipment maintenance and management.
[0014] 4) Customize the audit process
[0015] The document approval process is custom configured through a flexible process engine. It supports setting up corresponding approval processes based on document types and designating specific personnel or roles to perform approval tasks, making the entire process more efficient, transparent and easy to manage.
[0016] 2. Design of technical solutions
[0017] The structure of the document management system based on the transfer of digital assets in the process industry includes:
[0018] Access Layer: This is the first layer where users or other external systems interact with the architecture. It usually provides a unified entrance and is responsible for load balancing to ensure that requests are evenly distributed to different servers.
[0019] Interface Layer: This layer contains various contract service interfaces, which define how different components communicate and exchange data.
[0020] Service Layer: This is where the core business logic is located. It includes various functional modules such as attribute management, document management, change management, and process management. In addition, there are log management, permission management, and security management functions to support the stable operation of the system.
[0021] Database: This is where all business data is stored, including file storage, cache, and message queues. In addition, automatic backup strategies ensure that lost data can be quickly restored even if a failure occurs.
[0022] Infrastructure: The lowest level contains the hardware and software resources needed to support the normal operation of the entire architecture. This may include operating systems, database management systems, network platforms, and infrastructure elements such as physical servers and network equipment.
[0023] The business processes of the document management system based on the transfer of digital assets in the process industry include:
[0024] (1) Create a Portable Batch System (PBS): The technical manager first conducts a comprehensive and detailed analysis of the factory's current situation. On this basis, he systematically carries out the analysis and compilation of the PBS.
[0025] (2) Customized professional libraries: The technical manager is responsible for developing professional libraries. The professional libraries can be customized according to specific business needs, or the industry standard libraries that have been pre-integrated in the application system can be directly applied to ensure the applicability and standardization of the professional libraries.
[0026] (3) Define document types: After the PBS and professional libraries are built, various document types will be defined based on actual needs and associated with the PBS and professional libraries to meet the selection requirements when adding new documents in the future, thereby facilitating subsequent operations.
[0027] (4) Set encoding rules: After defining the document type, set exclusive encoding rules for each document type. In this way, when a document of the corresponding type is uploaded, the document management system will automatically generate a unique code that complies with the preset rules. The length, paragraph division and display format of the code can be freely customized to ensure highly standardized and convenient document management.
[0028] (5) Set document attributes: Determine the attributes required for document upload (including general attributes and category-specific attributes), and specify the name, type, and field format of each attribute. Then, export these attribute names directly as the header row of the Excel table to facilitate filling in relevant details and support the subsequent document upload process.
[0029] (6) Adding a new document: You can edit the relevant content and its attachments in the Excel template generated based on the pre-defined document properties and upload them as a whole package; you can also directly create a new document in the system and fill in the relevant information. When adding a new document, you need to indicate the location number of the document drawing device to facilitate subsequent retrieval and management.
[0030] (7) Document review: After the document is added, the system will review it according to the preset review process. Only after all review links are passed will the document be officially archived. If the review fails, the document needs to be revised accordingly based on the feedback and resubmitted. During the whole process, the system will save all review records for reference.
[0031] (8) Document Archiving: During the asset transfer process, all reviewed documents will be formally archived to form a document library where users can review and retrieve documents. If the content of an archived document changes, the document needs to be revised and resubmitted for review. The document library only retains the latest version of the document, but records all modification history to ensure that the update process of the document can be traced.
[0032] Beneficial effects of the present invention
[0033] The system of the present invention exists as an independent solution and is not nested in other systems. This design idea makes the system more focused and refined in terms of function, not only reducing the occupation of hardware resources, but also simplifying the user's operation process, enabling them to quickly get started and efficiently complete the creation, editing, storage and retrieval of documents. The system is quick to deploy and easy to maintain, and is particularly suitable for small and medium-sized enterprises or project teams seeking efficient and low-cost document management solutions.
[0034] The implementation of the document management system simplifies the input and storage process of asset information, allowing all relevant documents to be centrally managed during the asset transfer process, and can be quickly retrieved by keywords, bit numbers, etc., greatly shortening the time to find the required information. This is undoubtedly a huge convenience for engineers and technicians who need to frequently access technical documents, operating manuals and other documents.
[0035] In addition, all data is stored in electronic form and supports online viewing and operation. Users can browse the drawing content online, freely switch all-round perspectives, and enjoy multi-functional experiences such as precise measurement, high-definition rendering, and detailed annotations, making online operations efficient and convenient. In addition, the system itself has good compatibility and scalability, so it can easily realize information sharing between multiple departments and multiple regions, breaking the information island and promoting cross-departmental collaboration. This not only improves communication efficiency, but also makes decision-making more timely and effective.
[0036] The document management system can update the status of document assets in real time and automatically record the history of each change, ensuring the transparency and traceability of information, reducing misunderstandings and conflicts caused by information asymmetry, and improving the coordination of the entire supply chain.
[0037] The system also has a high level of security protection mechanism, which protects sensitive data from unauthorized access and malicious attacks through technical means such as permission control and encrypted transmission, thereby ensuring the security of corporate document assets. BRIEF DESCRIPTION OF THE DRAWINGS
[0038] Figure 1 It is a document management flow chart;
[0039] Figure 2 It is a diagram of document operation functions;
[0040] Figure 3 It is a flowchart of the position number query;
[0041] Figure 4 It is a diagram of the custom review process;
[0042] Figure 5 It is a business process diagram of the document management system;
[0043] Figure 6 This is the architecture diagram of the document management system. DETAILED DESCRIPTION
[0044] The following describes the implementation of the present invention in detail by taking the document management of a process industry enterprise as an example:
[0045] 1. Reference Figure 5 , the document management business process design of this implementation case includes:
[0046] (1) Create a Portable Batch System (PBS): The technical manager first conducts a comprehensive and detailed analysis of the factory's current situation. On this basis, he systematically carries out the analysis and compilation of the PBS.
[0047] (2) Customized professional libraries: The technical manager is responsible for developing professional libraries. The professional libraries can be customized according to specific business needs, or the industry standard libraries that have been pre-integrated in the application system can be directly applied to ensure the applicability and standardization of the professional libraries.
[0048] (3) Define document types: After the PBS and professional libraries are built, various document types will be defined based on actual needs and associated with the PBS and professional libraries to meet the selection requirements when adding new documents in the future, thereby facilitating subsequent operations.
[0049] (4) Set encoding rules: After defining the document type, set exclusive encoding rules for each document type. In this way, when a document of the corresponding type is uploaded, the document management system will automatically generate a unique code that complies with the preset rules. The length, paragraph division and display format of the code can be freely customized to ensure highly standardized and convenient document management.
[0050] (5) Set document attributes: Determine the attributes required for document upload (including general attributes and category-specific attributes), and specify the name, type, and field format of each attribute. Then, export these attribute names directly as the header row of the Excel table to facilitate filling in relevant details and support the subsequent document upload process.
[0051] (6) Adding new documents: You can edit the relevant content and its attachments in the Excel template generated based on the pre-defined document properties and upload them as a whole package; you can also directly create a new document in the system and fill in the relevant information. When adding a new asset document, you need to indicate the location number of the document drawing equipment to facilitate subsequent retrieval and management.
[0052] (7) Document review: After the asset document is added, the system will review it according to the preset review process. The document will be officially archived only after all review links are passed. If the review fails, the document needs to be revised accordingly based on the feedback and resubmitted. During the whole process, the system will save all review records for reference.
[0053] (8) Document Archiving: During the asset transfer process, all reviewed documents will be formally archived to form a document library where users can review and retrieve documents. If the content of an archived document changes, the document needs to be revised and resubmitted for review. The document library only retains the latest version of the document, but records all modification history to ensure that the update process of the document can be traced.
[0054] 2. Reference Figure 6 , the document management system structure of this embodiment includes:
[0055] Access Layer: This is the first layer where users or other external systems interact with the architecture. It usually provides a unified entrance and is responsible for load balancing to ensure that requests are evenly distributed to different servers.
[0056] Interface Layer: This layer contains various contract service interfaces, which define how different components communicate and exchange data.
[0057] Service Layer: This is where the core business logic is located. It includes various functional modules such as attribute management, document management, change management, and process management. In addition, there are log management, permission management, and security management functions to support the stable operation of the system.
[0058] Database: This is where all business data is stored, including file storage, cache, and message queues. In addition, automatic backup strategies ensure that lost data can be quickly restored even if a failure occurs.
[0059] Infrastructure: The lowest level contains the hardware and software resources needed to support the normal operation of the entire architecture. This may include operating systems, database management systems, network platforms, and infrastructure elements such as physical servers and network equipment.
[0060] refer to Figure 1 The present invention adopts automation technology in the field of document management, takes enterprise project building system (PBS) and professional databases such as CFHOS as the cornerstone, systematically formulates standard types of various documents, and sets strict coding rules accordingly.
[0061] When uploading drawing documents, the document management system generates a corresponding document number based on the specific type of document, and accurately files it into the corresponding PBS and professional database.
[0062] In addition, the document management system further subdivides and associates documents to specific workshops, equipment or areas, making the classification of technical documents such as drawings clearer and greatly improving the efficiency and standardization of document management.
[0063] This part mainly uses the following technologies:
[0064] Automated processing technology: Optimize document management processes through automated tools, reduce manual intervention, and improve processing efficiency and accuracy.
[0065] Standardized definition technology: Based on the enterprise project building system (PBS) and professional databases (such as CFHOS), a unified document type standard is established to facilitate standardized management of documents.
[0066] Intelligent coding rules: Set coding rules according to the document type, and automatically generate a unique number when the document is uploaded to ensure that each document has a clear identity.
[0067] Data association technology: Using advanced data association methods, documents are associated with their corresponding PBS entries, professional database entries, and specific workshops, equipment or areas, enhancing the traceability and classification management of information.
[0068] Integrated management system: Integrate document management with the company's existing systems (such as ERP or CMS) to achieve cross-departmental and cross-system data sharing and collaboration.
[0069] refer to Figure 2 For all types of uploaded drawings and documents, the document management system provides comprehensive and efficient online viewing services, aiming to meet the specific needs of different industries and professional fields.
[0070] The document management system not only supports professional drawing file formats such as DWG and DXF, but is also compatible with common document and image formats such as DOC and PNG, ensuring that every document can be accessed and used without obstacles.
[0071] In addition, users can browse from multiple angles. Through different view modes (such as top view, side view, front view, etc.), users can better understand the objects represented by the drawings. Annotate and comment on drawings online through online document annotation to promote communication between teams; achieve accurate distance, area, volume and other measurements in a digital environment through precise measurement; and display the internal structure of an object in a virtual slice through section cutting.
[0072] In addition, the document management system also provides a variety of practical functions such as explosion and rendering, which are easy and fast to operate, greatly improving work efficiency.
[0073] Document operations mainly use the following technologies:
[0074] Document parsing technology: In order to support online viewing of files in various formats (such as DWG, DXF, DOC, PNG), the document management system has powerful document parsing capabilities, using specific parsing libraries and APIs to read and convert various file formats so that they can be displayed correctly on the web page.
[0075] Web graphics technology: In order to realize multi-angle view browsing, section cutting and other functions, the system uses WebGL, Three.js and other Web graphics technologies. These technologies allow 3D models and complex 2D graphics to be rendered directly in the browser, providing users with an interactive visual experience.
[0076] Measurement tools: Combine graphics algorithms and user interface design to ensure that users can easily select measurement points and accurately obtain information such as distance and area.
[0077] like Figure 3 As shown, the present invention provides a set of flexible and convenient equipment and document query functions in response to the application needs of process industries.
[0078] When defining document information, you only need to enter the equipment number in the drawing to realize the two-way query function:
[0079] On the one hand, the corresponding drawing number can be quickly found through the document code;
[0080] On the other hand, it also supports the reverse tracing of the equipment number to the document where the equipment is located. In this way, users can easily find the required information without flipping through the drawings one by one, which greatly improves work efficiency and convenience. This is mainly achieved through the following technologies:
[0081] Data indexing technology: By establishing a bidirectional indexing mechanism for equipment numbers and document codes, efficient data retrieval capabilities are ensured.
[0082] Intelligent association technology: When entering document information, the device number and related documents are automatically associated to achieve intelligent linking between data.
[0083] Bidirectional query mechanism: supports reverse query from document code to drawing number and from equipment number to document, greatly simplifying the information search process.
[0084] In order to achieve more efficient and orderly document management, highly flexible configuration options are provided, which can easily configure the corresponding management process according to different document types.
[0085] refer to Figure 4The design of the review process of this system also fully considers various scenarios in actual applications, and supports customizing the review path according to individuals or roles. Strict checks are carried out on the drawings and documents during the asset transfer process. Each uploaded document must go through a "green channel" consisting of multiple levels of review. Only after passing the final review link can the document be officially archived and used for subsequent retrieval. In addition, any modification to the archived documents will trigger a re-review mechanism. This rigorous approach not only ensures the consistency and accuracy of the documents, but also effectively prevents confusion and errors that may be caused by improper management, thereby further improving the overall standardization of the system. The system implements the approval function through role and access control, etc.:
[0086] Role and access control: The document management system allows users to define different personnel or roles according to actual needs and grant them corresponding permissions. This role-based access control ensures that each user can only perform operations within the scope of their permissions.
[0087] Workflow management: The review process can be customized according to actual business needs. The document management system has the function of workflow management and can design and implement complex approval processes.
[0088] State machine and event-driven architecture: The process from uploading to archiving a document needs to go through a series of state changes, which are usually triggered by specific events (such as approval). The system uses a state machine model and event-driven design pattern to handle these state transitions.
[0089] Version control and change management: When a document is modified, the system requires re-entry into the review process, which indicates that the system has added a version control function to track the historical versions of the document, and there is a change management mechanism to ensure the quality and consistency of the document.
[0090] 3. Detailed explanation of specific embodiments
[0091] The following uses the document management process of a process industry enterprise as an example to explain the use of this document management system:
[0092] (1) First, click "Add PBS" on the PBS management page, select the PBS category, fill in the PBS name, device code, region, factory / workshop and other information, and click Save. The system will then generate a PBS record.
[0093] (2) Click "Add Library" on the professional management page, fill in the name of the library, and define the profession under the library, including filling in the professional name, code and other information, so as to establish a professional library. You can also directly select the CFIHOS industry standard library that has been pre-integrated in the system. The CFIHOS industry standard library includes professional categories such as construction engineering, instrumentation engineering, and structural engineering. After integration, you can modify it based on actual business needs.
[0094] (3) After the PBS and professional library are built, define the document type on the document type management page. Click "Add document type", fill in the document code, name, parent category and other information, and associate the defined PBS and professional library. After editing, save and you can successfully add a new document type record. In addition, you can also define document types in batches in Excel and then add them to the system through the import function.
[0095] (4) After defining the document type, set up unique encoding rules for each document type on the encoding management page. When adding an encoding, first select the document type, then define the number of encoding segments. For each segment of the encoding, you can customize its type (such as fixed encoding or dynamic encoding), field type (such as English or numbers), and encoding length. After the definition is completed, when uploading a document, the system will automatically generate the corresponding document encoding based on the selected document type.
[0096] (5) Click "Add Attribute" on the document attribute page, and fill in the attribute name, attribute code, data type, field type and other information to set general attributes. If you need to set specific attributes, you need to select a specific document type and fill in the attribute name, attribute code, data type, field type and other information to set specific business attributes for different document types. After completion, click the "Export" button to export the attribute name as the title row of an Excel table, which is convenient for direct import of subsequent system documents.
[0097] (6) Click "Add Document" on the document management page, fill in the document number, attachment name, title and other information, select the document type, and add the device number in the document. After completing these steps, upload the document attachment, and the document will be automatically uploaded to the corresponding PBS or professional library directory. In addition, you can also upload by importing the document, that is, first fill in the defined Excel table (including document properties and number information), and then upload this table together with the document attachment. The system will automatically generate a document record based on the uploaded content. The uploaded document will enter the review stage, and the review progress can be viewed online in the system.
[0098] (7) The uploaded document will be transferred to the review stage. On the document review page, the corresponding personnel or roles will review and approve it according to the pre-set review process. If the review fails, you need to modify and upload the document again; if all reviews pass, the document will enter the archive stage.
[0099] (8) Approved documents will be formally archived and added to the document library. Users can perform corresponding operations on the document archive page. This page supports advanced search by document number, type, bit number and other conditions to help quickly locate the required document. All archived documents provide content viewing function. Users can view detailed information by clicking on the document properties, click on the device bit number in the document to understand the specific location, and click on the drawing information to view the drawing details in the attachment. In addition, the system also supports online annotation, rendering and measurement of drawings, which greatly facilitates the management and use of documents.
Claims
1. A document management system based on the transfer of digital assets in process industries, characterized in that documents The architecture of the management system includes: Access layer: This is the first layer where users or other external systems interact with the architecture. It provides a unified entry point. Interface layer: contains various contract service interfaces, which define how different components communicate and exchange data; Service layer: includes various functional modules, including attribute management, document management, change management, process management, log management, authority management and security management; Database: where all business data is stored, including file storage, cache, and message queues; automatic backup strategies ensure that lost data can be quickly restored even if a failure occurs; Infrastructure: includes the hardware and software resources required to support the normal operation of the entire architecture; hardware and software resources include operating systems, database management systems, network platforms, physical servers and network devices; The business process of the document management system includes the following steps: 1) Create a project building system PBS: The technical manager first analyzes the current situation of the process industry enterprise and starts the analysis and preparation of PBS; 2) Customized professional library: The technical manager formulates the professional library; the professional library is customized according to specific business needs, or the industry standard library pre-integrated in the document management system is directly applied; 3) Define document types: After the PBS and professional libraries are built, define various document types according to actual needs and associate them with the PBS and professional libraries; 4) Set coding rules: After defining the drawing document type, set exclusive coding rules for each document type; when uploading a document of the corresponding type, the document management system will automatically generate a unique code that complies with the preset rules; In step 4), the length of the code, paragraph division and display format are all freely customizable; 5) Set document attributes: Determine the attributes required for document upload, including general attributes and category-specific attributes, and specify the name, type and field format of each attribute; then, export these attribute names directly as the header row of the spreadsheet to facilitate filling in relevant details and support the subsequent document upload process; 6) Add a new document: edit the relevant content and its attachments in the electronic spreadsheet template generated based on the pre-defined document properties, and upload them as a whole package; or, directly create a new document in the document management system and fill in the relevant information; When adding new documents, indicate the equipment number in the drawing to facilitate subsequent retrieval and management; 7) Document review: After the document is added, the document management system will review the document according to the preset review process; the document will be officially archived only after all review links are passed; if the review fails, the document will be revised accordingly based on the feedback and resubmitted; During the entire audit process, the document management system will save all audit records for future reference; 8) Document archiving: During the asset transfer process, all reviewed documents will be formally archived to form a document library, where users can review and retrieve documents; If the content of an archived document changes, the document needs to be revised and resubmitted for review; the document library only retains the latest document version and records all modification history.
2. The document management system based on the transfer of digital assets in process industry according to claim 1 is characterized by: In the process of drawing document management: Based on the enterprise project construction system PBS and professional database, standard types of various documents are formulated, and coding rules are set accordingly; When uploading drawing documents, the corresponding document number is first generated according to the specific type of document, and the document and its number are accurately archived in the corresponding PBS and professional database; at the same time, the drawing documents are further subdivided and associated with specific workshops, equipment or areas.
3. The document management system based on the transfer of digital assets in process industry according to claim 1 is characterized by: During the operation of drawing documents: Based on document parsing technology that uses corresponding parsing libraries and APIs to read and convert various file formats, users can view DWG, DXF, DOC and PNG format documents online; Through online viewing and section cutting services based on Web graphics technology, users can browse views from multiple angles and observe the internal structure of objects in drawings in the form of virtual slices; Through the online document annotation service, users can annotate and comment on drawings online; Through the measurement service based on the combination of graphics algorithms and user interface design, users can measure the distance, area and volume in drawings in a digital environment.
4. The document management system based on the transfer of digital assets in process industry according to claim 1 is characterized by: During the equipment number query process of drawing documents: data indexing technology is used to establish a two-way indexing mechanism by combining equipment number and document code; association technology is used to associate equipment number with related documents when entering document information; a two-way query mechanism is used to support reverse query from document code to drawing number and from equipment number to document; When defining document information, input the equipment number in the drawing to realize the two-way query function: find the corresponding equipment number through the document code, and at the same time, trace back to the drawing document where the equipment is located through the equipment number.
5. The document management system based on the transfer of digital assets in process industry according to claim 1 is characterized in that the document During the review process: the review process supports custom review paths based on individuals or roles; each uploaded document must go through a "green channel" consisting of multiple levels of review. Only after passing the final review stage can the document be officially archived and used for subsequent retrieval; any modification to the archived document triggers a re-review mechanism; The document management system implements the approval function through role and access control: Role and access control: The document management system allows users to define different personnel or roles according to actual needs and grant them corresponding permissions; this role-based access control allows each user to perform only operations within the scope of their permissions; Workflow management: The review process is customized according to actual business needs. The document management system has the function of workflow management to design and implement complex approval processes; State machine and event-driven architecture: The process from uploading to archiving a document goes through a series of state changes, which are triggered by specific events. The document management system uses the state machine model and event-driven design pattern to handle these state transitions. Version control and change management: When a document is modified, the document management system requires it to re-enter the review process.