Data notification method and system combined with RPA technology

Abstract

The invention provides a data notification method combined with an RPA technology, which is based on a data notification system and comprises a system login module, an RPA tool, an information base, an alarm module, a log module and a default camera. Comprising the following steps: S1, logging in a data notification system; S2, setting a data configuration table, data parameter information and a data notification rule; s3, the RPA accesses a data source and downloads data; s4, processing, integrating and analyzing the downloaded data by the RPA; s5, the RPA carries out personalized customization on the notification data; s6, the RPA is configured according to the notification rule and sends a notification result; the problems that an existing data notification mode is low in efficiency, poor in accuracy, lack of real-time performance, low in adaptability and the like are solved, an automatic, efficient, accurate and flexible data notification process is achieved, the whole process is monitored in real time, and the process is convenient to manage and know.

Description

Technical Field

[0001] The present invention relates to the field of artificial intelligence technology, and in particular to a method and system for realizing efficient and accurate data notification process automation based on RPA technology. Background Art

[0002] In today's digital age, companies and organizations generate a large amount of data every day, which plays a vital role in decision support, resource allocation, communication and collaboration. Therefore, timely and accurate communication of data to relevant personnel has become a key task.

[0003] At present, there are two common data notification methods, both of which have some shortcomings: one is manual notification. For example, staff need to manually search, collect, analyze, and integrate data from multiple systems and databases, and then formulate corresponding templates for different recipients, and finally send the data to relevant personnel through e-mails and other means. This method relies on manual operation. The process of manually collecting and collating data is cumbersome, which is not only inefficient but also prone to business trips. When faced with a wide range of scattered data sources and a large amount of data, it takes a lot of time and manpower costs. At the same time, the huge amount of data will affect the real-time and accuracy of data notification. In addition, when different templates need to be formulated for different recipients, manual operation will cause problems such as inconsistent formats and missing information. The second is to use script programming to automate notification. This method increases the learning cost and requires regular maintenance by professionals. When faced with personalized requirements and complex and changeable notification rules, this data notification method has poor adaptability. Summary of the invention

[0004] The purpose of the present invention is to solve the shortcomings of the prior art and to propose a data notification method and system combined with RPA technology.

[0005] To achieve the above object, the present invention adopts the following technical solutions: A data notification method combined with RPA technology, based on a data notification system, the data notification system includes a system login module, an RPA tool, an information library, an alarm module, a log module and a default camera; The information database includes the registration information database, notification object information database, notification template database, etc.; the registration information database includes user names and passwords; the notification object information database includes notification objects and corresponding email addresses and categories, etc. The categories include Class A personnel and Class B personnel; Class A personnel and Class B personnel are divided according to different scope of responsibilities and regulatory requirements.

[0006] The notification template library stores notification templates.

[0007] RPA tools include RPA robot configuration interface, robot execution engine, and control module.

[0008] The RPA robot configuration interface is used to create and design automated processes; The robot execution engine is responsible for controlling and operating the overall process according to the preset process; The control module is used to manage and control the execution of automation tasks.

[0009] S1: RPA obtains the user name, password, and verification code to determine whether the user has the authority and whether the information is correct. The user enters the user name, password, and verification code in the system login module. The RPA tool obtains the user name, password, and verification code, compares the user name with the registration information in the database to determine whether the user name is included and whether the user has the permission. It also compares the obtained user name, password, and verification code to see if they are correct. If the user has the permission and the information is correct, the next step is executed. If the user does not have the permission or the information is incorrect, an error prompt is given. S2: Set data configuration table, data parameter information, and data notification rules; S21: Setting data configuration table; In the RPA robot configuration interface, users can set the source path of the required data, the data storage path, and the data notification summary path; each path can be added, deleted, and modified at any time, and the data path type can be a local file (such as Excel, CSV), a data connection, or various databases.

[0010] Set the source path to the insurance company's internal website and obtain seven reports from the insurance company's internal website. The insurance company's internal website includes a query button and a download button.

[0011] The seven reports include: individual insurance e-insurance rate statistics, group insurance e-insurance rate statistics, sales staff self-insurance self-service statistics, insurance time statistics, individual insurance e-insurance rate list, sales staff self-insurance self-service list; The data notification summary path is the data notification summary table path; Data connection is the setting for RPA tools to connect to external data sources (such as databases, APIs, file systems, etc.), including detailed parameters such as connection address, authentication information, port number, etc. Through correctly configured data connection, it can successfully communicate with external resources to realize data reading, writing or other operations.

[0012] S22: Setting required data parameters; The required data parameters include the submodule where the data is located, the data name, the data range (province, city, county), the data start time, the data end time, etc. Configure the required data parameters in sequence on the RPA robot configuration interface.

[0013] Further: (1) The submodule where the data is located is "operation decision-making"; (2) The data names are "Personal Insurance e-Service Rate Statistics Table", "Group Insurance e-Service Rate Statistics Table", "Sales Personnel Self-Service Statistics Table", "Insurance Time Statistics Table", "Personal Insurance e-Service Rate List", and "Sales Personnel Self-Service List". Among them, the "Insurance Time Statistics Table" requires drill-down processing; for reports that require drill-down processing, configure the drill-down text.

[0014] Drill-down processing refers to clicking or selecting a dimension or data item at a certain summary level in a data set (such as monthly data) to view more detailed data behind the item (for example, daily data).

[0015] (3) The start and end dates of the "Personal Insurance e-Service Rate List" and "Sales Personnel Self-Insurance Service List" are both yesterday. The start date of the other reports is January 1 of this year and the end date is yesterday; (4) The data covers only 16 cities in Xinjiang.

[0016] S23: configure notification rules; The notification rules include notification objects (such as specific cities, specific personnel, specific departments, etc.), notification methods (such as email, corporate communication tools, etc.), notification frequency (such as daily, weekly, monthly), notification templates (such as text, tables, content, etc.), etc.

[0017] S3: RPA accesses the data source and downloads data; The RPA tool accesses the source paths of the data in the data configuration table one by one, calls the data connection, automatically logs in to each data source system, retrieves the preset data parameters based on the data parameters in the data configuration table, and downloads the data to the specified storage path.

[0018] Retrieving preset data parameters is based on RPA element positioning and recognition technology to capture elements, including icons, text boxes, text, check boxes, drop-down menus, tables, buttons, etc.

[0019] RPA element positioning and recognition technology is to identify UI elements in the application interface. Common element positioning and recognition technologies include image recognition, OCR (optical character recognition) and attribute recognition. This method does not innovate the element positioning and recognition method, but only uses RPA element positioning and recognition technology.

[0020] Furthermore, the RPA tool accesses the insurance company's internal website based on the data configuration table and downloads the required reports based on the set data parameters: (1) Click the “Operational Decision” module; (2) Automatically enter the first report name "Personal Security e-Service Rate Statistics Table" in the query report text box; (3) After entering the report, select the start date as the beginning of this year "20240101" in the time statistics interval, and the end date as yesterday, for example "20241102"; (4) Based on the preset parameter information, determine whether the report needs to be drilled down. If drilled down is required, locate the corresponding drill down text and click it. If drilled down is not required, proceed to the next step. (5) Automatically filter the data range in the drop-down menu, for example, remove "e-commerce business center" and "telephone sales center" from "administrative agency-city", and only keep the 16 cities in Xinjiang; (6) Automatically click the "Query" button on the insurance company's internal website, click the "Download" button, select "EXCEL format" according to the data path type, and save the data to the storage path specified in the data configuration table; (7) RPA downloads the remaining reports based on the preset data parameters. The downloading steps are the same as the first report.

[0021] S4: RPA processes, integrates and analyzes the downloaded data; First, according to the data configuration table, the downloaded data is obtained from the storage path and preprocessed. This includes data deduplication, unified data format (such as unified date format, data unit, etc.), sorting, processing missing values, outliers, etc. Secondly, data integration is performed, including extracting the required columns from each table and merging them into a new table, etc. Finally, data analysis is performed, including drawing pivot tables (such as classifying data according to a certain dimension, calculating the total, maximum value, minimum value, average value, mode, etc.), data visualization (such as drawing scatter plots, bar charts, line charts, etc.), using formulas to display specific symbols in the table, etc. After the analysis is completed, the notification data is generated. And setting the RPA save command to save the table in real time can avoid data loss due to uncertain factors.

[0022] Specific ones also include: S41: Added worksheet; Read the path of "Data Notification Summary Table" in the data configuration table, enter the "Data Notification Summary Table", and add a new worksheet. Name the worksheet as today's date "20241103"; S42: Summarize the columns required for the personal security e-rate statistics table into the worksheet; Arrange the table "Personal Security e-safety rate statistics table" in ascending order according to column D, extract columns E and L to columns E and F of today's worksheet "Data notification summary table", sum columns E and F, enter the formula "=ROUND(F4 / E4,4)" in cell G4, automatically fill column G, and set the cell format of column G to percentage; S43: Summarize the required columns of the group insurance electronic insurance rate statistics table into the worksheet; Arrange the table "Group Insurance Electronic Security Rate Statistics Table" in ascending order according to column B, filter out "all" data in column C, extract columns F and I to the "Data Report Summary Table" Today's worksheet columns K and L, sum columns K and L, enter the formula "=ROUND(L4 / K4,4)" in cell M4, and automatically fill column M, set the cell format of column M to percentage; S44: Summarize the required columns of the self-service statistics table of the sales personnel's self-insurance items into the worksheet; Arrange the "Sales Personnel Self-insurance Self-service Statistics Table" in ascending order according to column D, extract columns F and G to the "Data Report Summary Table" Today's worksheet columns O and P, sum columns O and P, enter the formula "=ROUND(P4 / O4,4)" in the 4th row of cells in column R, and automatically fill column R, set the cell format of column R to percentage; S45: Summarize the columns required for the preservation time statistics table into the worksheet; According to the preset parameters, the "Preservation Time Statistics Table" is saved as "Preservation Time Statistics Table_Summary" before drilling down, and saved as "Preservation Time Statistics Table" after drilling down. The "Preservation Time Statistics Table" is sorted in ascending order by column B, and column G is extracted to column T of today's worksheet of "Data Notification Summary Table". The data in cell M3 of the "Preservation Time Statistics Table_Summary" is pasted to cell T20 of today's worksheet of "Data Notification Summary Table"; S46: Summarize the personal security e-rate list required to be listed in the worksheet; Filter the "Counter" data by column W in the table "Personal Security e-rate List", and add three columns "Reason for Loss", "Verifier", and "Verification Time" at the end of the table, and set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column Y to blue. Create a new worklist, and then use the PivotTable tool in the new worksheet to count the pieces according to column Y, sort in ascending order according to column Y after counting, extract the counting results to column I of today's worksheet "Data Notification Summary Table", and save the "Personal Security e-rate List" as "Personal Security e-rate Loss Data"; S47: Summarize the self-service list of the salesperson's self-insurance parts and list it in the worksheet; Filter the "Counter" and "Air Customer Service" data from the table "Sales Personnel Self-insurance Piece Self-Service List" by column I, and add three columns "Reason for Loss", "Verifier", and "Verification Time" to the end of the table, and set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column D to blue. Create a new work list, and then use the PivotTable tool in the new worksheet to count the pieces according to column D, sort in ascending order according to column D after counting, extract the counting results to column Q of today's worksheet "Data Notification Summary Table", and save the "Personal Insurance Electronic Rate List" as "Sales Personnel Self-insurance Piece Self-Service Loss Data"; S48: Analyze worksheet column C; In the "Data Report Summary Table", enter the formula "=(F4+L4) / (E4+K4)" in cell C4 and automatically fill column C. Set the cell format of column C to percentage. S49: Analyze and mark the changes of each column in the current worksheet; Automatically use VLOOKUP and IF functions to fill in the changes in columns D, H, J, N, and S of the "Data Report Summary Table". If column C of today's worksheet is larger than column C of yesterday's worksheet, column D is marked "↑", otherwise it is marked "↓". If column G of today's worksheet is larger than column G of yesterday's worksheet, column H is marked "↑", otherwise it is marked "↓". If column I of today's worksheet is larger than column I of yesterday's worksheet, column J is marked "↑", otherwise it is marked "↓". If column M of today's worksheet is larger than column M of yesterday's worksheet, column N is marked "↑", otherwise it is marked "↓". If column R of today's worksheet is larger than column R of yesterday's worksheet, column S is marked "↑", otherwise it is marked "↓". S410: Arrange and generate notification data; Finally, the "Data Notification Summary Table" is sorted in descending order by column C.

[0023] S5: RPA personalizes notification data; The RPA tool personalizes the final notification data according to the set notification template, including setting text format (such as text color, text size, text font, etc.), cell background color, table style, etc., and finally generates the notification result. According to the predetermined parameters, the table is personalized, such as font, font size, and table style. Personalized customization of notification data is achieved.

[0024] S6: RPA sends notification results according to notification rule configuration; The RPA tool automatically sends notification results to the corresponding recipients according to the notification rules set by the user and the specified notification method. The corresponding recipients are the configured notification objects. For example, if the specified notification method is email, RPA automatically logs in to the email, obtains the notification object, enters the recipient, CC, subject, content, adds attachments, and sends it to the recipient.

[0025] Further, according to the acquired notification object, the mailbox number and its category in the notification object information database are obtained: For Category A personnel, fill in the email subject, recipient, and cc, add the attachments "Data Notification Summary Table", "Personal Insurance e-Service Loss Data", "Sales Personnel Self-Insurance Service Loss Data", fill in the content and send the email; For Category B personnel, fill in the email subject, recipient, and cc, add the attachment "Data Notification Summary Table", fill in the content, and then send the email.

[0026] S7: Real-time monitoring of the overall notification process; The log module is called to collect and store the logs of the entire process in real time, and to monitor abnormal situations in real time, including data source connection failure, RPA error code, power outage, etc. When an abnormal situation occurs, the alarm module is called to send an alarm notification to the administrator, and the notification method of the notification object is obtained according to the data configuration table, and the data notification failure information is sent to the corresponding notification object. Allowing relevant personnel to understand the data notification situation in real time can reduce the risk of missing data notification. Each step of the notification process also calls the default camera to obtain the surveillance video and automatically save the surveillance video. Each step of the notification process will be saved, and the overall process of data notification can be viewed through the image, which is convenient for understanding the process and finding the cause of the error.

[0027] Compared with the prior art, the present invention has the following beneficial effects: 1. Improve data reporting efficiency: RPA technology can be used to automate data collection, processing and reporting, greatly reducing the time and workload of manual operations, and can complete the reporting of large amounts of data in a short period of time.

[0028] 2. Enhance data accuracy: Using RPA to automate the data reporting process can avoid human errors, such as data extraction errors and inconsistent formats, and ensure the accuracy and reliability of the reported data.

[0029] 3. Improve flexibility: Users can easily modify data collection rules, notification objects, content, cycle and other parameters through the configuration management module to adapt to business changes and the needs of different users without having to do a lot of programming work.

[0030] 4. Easy to manage and monitor: The monitoring and log module can monitor and record the entire data reporting process in real time, making it convenient for administrators and data reporters to promptly identify problems and take measures to ensure the quality of data reporting and stable operation of the system. BRIEF DESCRIPTION OF THE DRAWINGS

[0031] Figure 1The present invention is a flowchart of the steps of a data notification method combined with RPA technology. DETAILED DESCRIPTION

[0032] In order to provide a further understanding of the purpose, structure, features, and functions of the present invention, the following detailed description is given in conjunction with the embodiments. Example

[0033] Taking an insurance company as an example, the customer service management center of the insurance company needs to track security assessment indicators every day and report the tracking results to personnel at different levels.

[0034] like Figure 1 As shown, the following steps are included: A1. The user enters the user name, password, and verification code in the system login module. RPA identifies whether the information is correct and whether the user has the permission. If the information is correct and the user has the permission, the user proceeds to the next step. If the information is incorrect or the permission is insufficient, the user is prompted with an error message. In this example, the information is correct and the user has the permission.

[0035] A2. The user fills in the data source path and data saving path in the data configuration table, sets the data saving type to "Excel format", and the data source is the internal website of the insurance company. The user needs to obtain seven reports from the website.

[0036] A3. User set data parameters: (1) The module where the report is located is "Operational Decision"; (2) The report names are "Personal Insurance e-Service Rate Statistics", "Group Insurance e-Service Rate Statistics", "Sales Personnel Self-Service Statistical Table", "Insurance Time Statistics", "Personal Insurance e-Service Rate List", "Sales Personnel Self-Service Statistical List", among which "Insurance Time Statistics" requires drilling down; (3) The start and end dates of the "Personal Insurance e-Service Rate List" and "Sales Personnel Self-Insurance Service List" are both yesterday. The start date of the other reports is January 1 of this year and the end date is yesterday; (4) The report only covers 16 cities in Xinjiang.

[0037] A4. Users set data notification rules. There are two types of email sending templates, and the sending frequency is daily.

[0038] A5. RPA accesses the internal website of the enterprise through the data configuration table and downloads the report according to the data parameter information: (1) Automatically click on the “Operational Decision” module; (2) Automatically enter the first report name "Personal Security e-Service Rate Statistics Table" in the query report text box; (3) After entering the report, the start date is automatically selected as the beginning of this year "20240101" in the time statistics interval, and the end date is yesterday "20241102"; (4) Based on the preset parameter information, determine whether the report needs to be drilled down. If so, locate the corresponding text and click it. If not, proceed to the next step. (5) Automatically remove "E-commerce Business Center" and "Telephone Sales Center" from the drop-down menu "Administrative Agency - City", leaving only the 16 cities in Xinjiang; (6) Automatically click the "Query" button, click the "Download" button, select "EXCEL format", and save the data to the specified path in the data configuration table; (7) RPA downloads the remaining reports based on the preset data parameters. The downloading steps are the same as the first report.

[0039] A6. RPA performs automated data processing, integration, analysis and personalization on the downloaded data: (1) Read the path of "Data Notification Summary Table" in the data configuration table, enter the "Data Notification Summary Table", and add a new worksheet. Name the worksheet as today's date "20241103"; (2) Arrange the "Personal Security e-Service Rate Statistics Table" in ascending order according to column D, extract columns E and L to columns E and F of today's worksheet "Data Notification Summary Table", sum columns E and F, enter the formula "=ROUND(F4 / E4,4)" in cell G4, automatically fill column G, and set the cell format of column G to percentage; (3) Arrange the table "Group Insurance Electronic Protection Rate Statistics Table" in ascending order according to column B, filter out "all" data in column C, extract columns F and I to columns K and L of today's worksheet "Data Report Summary Table", sum columns K and L, enter the formula "=ROUND(L4 / K4,4)" in cell M4, and automatically fill column M, and set the cell format of column M to percentage; (4) Arrange the "Sales Personnel Self-insurance Items Self-service Statistics Table" in ascending order according to column D, extract columns F and G to columns O and P of today's worksheet of the "Data Notification Summary Table", sum columns O and P, enter the formula "=ROUND(P4 / O4,4)" in the 4th row of cells in column R, and automatically fill column R, and set the cell format of column R to percentage; (5) According to the preset parameters, the "Preservation Time Statistics Table" is saved as "Preservation Time Statistics Table_Summary" before drilling down, and saved as "Preservation Time Statistics Table" after drilling down. The "Preservation Time Statistics Table" is sorted in ascending order by column B, and column G is extracted to column T of today's worksheet of "Data Notification Summary Table". The data in cell M3 of the "Preservation Time Statistics Table_Summary" is pasted to cell T20 of today's worksheet of "Data Notification Summary Table"; (6) Filter the "Counter" data by column W in the table "Personal Security e-Service Rate List", and add three columns at the end of the table: "Reason for loss", "Verifier", and "Verification time". Set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column Y to blue. Then use the PivotTable tool in a new worksheet to count the pieces according to column Y, sort them in ascending order according to column Y after counting, extract the counting results to column I of today's worksheet "Data Notification Summary Table", and save the "Personal Security e-Service Rate List" as "Personal Security e-Service Rate Loss Data"; (7) Filter the "Counter" and "Air Customer Service" data from the table "Sales Personnel Self-insurance Items Self-Service List" by column I, and add three columns "Reason for Loss", "Verifier", and "Verification Time" to the end of the table, and set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column D to blue. Then use the PivotTable tool in a new worksheet to count the pieces according to column D, sort them in ascending order according to column D after counting, extract the counting results to column Q of today's worksheet "Data Notification Summary Table", and save the "Personal Insurance Electronic Rate List" as "Sales Personnel Self-insurance Items Self-Service Loss Data"; (8) Enter the formula "=(F4+L4) / (E4+K4)" in cell C4 of the "Data Notification Summary Table" and automatically fill column C. Set the cell format of column C to percentage. (9) Automatically use VLOOKUP and IF functions to fill in the changes in columns D, H, J, N, and S of the "Data Report Summary Table". If column C of today's worksheet is larger than column C of yesterday's worksheet, column D is marked "↑", otherwise it is marked "↓". If column G of today's worksheet is larger than column G of yesterday's worksheet, column H is marked "↑", otherwise it is marked "↓". If column I of today's worksheet is larger than column I of yesterday's worksheet, column J is marked "↑", otherwise it is marked "↓". If column M of today's worksheet is larger than column M of yesterday's worksheet, column N is marked "↑", otherwise it is marked "↓". If column R of today's worksheet is larger than column R of yesterday's worksheet, column S is marked "↑", otherwise it is marked "↓". (10) Finally, the "Data Notification Summary Table" is sorted in descending order by column C. The table can be personalized according to the predetermined parameters, such as font, font size, and table style.

[0040] A7. RPA automatically logs into the mailbox and sends data notifications according to the notification rules: (1) For Category A personnel, the email subject, recipient, and cc are automatically filled in, and the attachments "Data Notification Summary Table", "Personal Insurance e-Service Loss Data", and "Sales Personnel Self-Insurance Service Loss Data" are added. After filling in the content, the email is sent; (2) For Category B personnel, the email subject, recipient, and cc are automatically filled in, and the "Data Notification Summary Table" is added as an attachment. After filling in the content, the email is sent.

[0041] The present invention simulates the interaction between humans and computers, overcomes the problems of low efficiency, poor accuracy, lack of real-time performance, low adaptability, etc. of existing data notification methods, and realizes an automated, efficient, accurate and flexible data notification process.

[0042] The present invention has been described by the above-mentioned relevant embodiments, however, the above-mentioned embodiments are only examples for implementing the present invention. It must be pointed out that the disclosed embodiments do not limit the scope of the present invention. On the contrary, changes and modifications made without departing from the spirit and scope of the present invention are all within the scope of patent protection of the present invention.

Claims

1. A data notification method combined with RPA technology, characterized in that: Based on the data notification system, the data notification system includes system login module, RPA tool, and information library; The information database includes the registration information database, notification object information database, notification template database, etc. The registration information database includes the user name and password; the notification object information database includes the notification object and the corresponding email address and category, etc. The categories include Class A personnel and Class B personnel; The notification template library stores notification templates; RPA tools include an RPA robot configuration interface; The following steps are involved: S1: Log in to the data notification system. RPA obtains the user name, password, and verification code to determine whether the user has the authority and whether the information is correct. If the user has the authority and the information is correct, the next step is executed. If the user does not have the authority or the information is incorrect, an error message is displayed. S2: Set data configuration table, data parameter information, and data notification rules; S3: RPA accesses data sources and downloads data; The RPA tool accesses the source paths of the data in the data configuration table one by one, calls the data connection, automatically logs in to each data source system, and according to the data parameters in the data configuration table, calls the preset data parameters and downloads the data to the specified storage path; S4: RPA processes, integrates and analyzes the downloaded data; First, download the data and preprocess it. The preprocessing includes data deduplication, data format unification, sorting, and processing of missing values ​​and outliers. Secondly, data integration is performed, including extracting the required columns from each table and merging them into a new table; Finally, data analysis is performed, including drawing pivot tables and data visualization using formulas to display specific symbols in tables. After the analysis is completed, notification data is generated; S5: RPA personalizes notification data; S6: RPA sends the notification result according to the notification rule configuration.

2. The data notification method combined with RPA technology as claimed in claim 1, characterized in that: Step S2 includes: S21: Setting data configuration table; In the RPA robot configuration interface, users can set the source path of the required data and the data storage path, data notification summary path, data path type, data connection or various databases; data path types include Excel and CSV; S22: Setting required data parameters; The required data parameters include the submodule where the data is located, the data name, the data range, the data start time, and the data end time; the data range includes the province, city, and county ranges; S23: configure notification rules; Notification rules include notification objects, notification methods, notification frequency and notification templates; The notification targets include specific cities, specific personnel, and specific departments; Notification methods include email or corporate communication tools; The reporting frequency includes daily, weekly, and monthly; The notification template includes text, table, and content; set the text format, cell background color, and table style of the notification template; the text format includes text color, text size, and text font.

3. The data notification method combined with RPA technology as claimed in claim 2, characterized in that: Set the source path to the insurance company's internal website; the insurance company's internal website includes a query button and a download button; the data notification summary path is the data notification summary table path; The data parameters required for configuration are as follows: (1) The submodule where the data is located is "operation decision"; (2) The data names are "Personal Insurance e-Service Rate Statistics Table", "Group Insurance e-Service Rate Statistics Table", "Sales Personnel Self-Insurance Items Self-Service Statistics Table", "Insurance Time Limit Statistics Table", "Personal Insurance e-Service Rate List", "Sales Personnel Self-Insurance Items Self-Service List", among which "Insurance Time Limit Statistics Table" needs to be drilled down; for reports that need to be drilled down, configure the drill-down text; (3) The start and end dates of the "Personal Insurance e-Service Rate List" and "Sales Personnel Self-Insurance Service List" are both yesterday. The start date of the other reports is January 1 of this year and the end date is yesterday; (4) The data covers only 16 cities in Xinjiang.

4. The data notification method combined with RPA technology as claimed in claim 3, characterized in that: The RPA tool accesses the insurance company’s internal website based on the data configuration table and downloads the required reports based on the set data parameters: (1) Click the "Operational Decision" module; (2) Automatically enter the first report name "Personal Security e-Service Rate Statistics Table" in the query report text box; (3) After entering the report, select the start date as the beginning of this year "20240101" in the time statistics interval, and the end date as yesterday; (4) Based on the preset parameter information, determine whether the report needs to be drilled down. If drilled down is required, locate the corresponding drill down text and click it. If drilled down is not required, proceed to the next step. (5) Filter the data range in the drop-down menu and only keep the set data range; (6) Click the "Query" button on the insurance company's internal website, then click the "Download" button to save the data to the storage path specified in the data configuration table according to the data path type; (7) The RPA tool downloads the remaining reports based on the preset data parameters. The downloading steps are the same as the first report.

5. The data notification method combined with RPA technology as claimed in claim 3, characterized in that: Step S4 also includes: S41: Added worksheet; Read the path of "Data Notification Summary Table" in the data configuration table, enter "Data Notification Summary Table", and add a new worksheet named Today's Date; S42: Summarize the columns required for the personal security e-rate statistics table into the worksheet; Arrange the "Personal Security e-Service Rate Statistics Table" in ascending order according to column D, extract the required columns to columns E and F of today's worksheet "Data Notification Summary Table"; sum columns E and F and fill them into column G; set the cell format of column G to percentage; S43: Summarize the required columns of the group insurance electronic insurance rate statistics table into the worksheet; Arrange the table "Group Insurance Electronic Security Rate Statistics Table" in ascending order according to column B, filter out "all" data in column C, extract the required columns to columns K and L of today's worksheet "Data Notification Summary Table", sum up columns K and L and fill them into column M, set the cell format of column M to percentage; S44: Summarize the required columns of the self-service statistics table of the sales personnel's self-insurance items into the worksheet; Arrange the "Sales Personnel Self-insurance Self-service Statistics Table" in ascending order according to column D, extract the required columns to the "Data Notification Summary Table" today's worksheet columns O and P, sum the O and P columns, fill them to column R, and set the cell format of column R to percentage; S45: Summarize the columns required for the preservation time statistics table into the worksheet; According to the preset parameters, the "Preservation Time Statistics Table" is saved as "Preservation Time Statistics Table_Summary" before drilling down, and saved as "Preservation Time Statistics Table" after drilling down. The "Preservation Time Statistics Table" is sorted in ascending order by column B, and the required columns are extracted to column T of today's worksheet of "Data Notification Summary Table". The data in cell M3 of the "Preservation Time Statistics Table_Summary" is pasted to cell T20 of today's worksheet of "Data Notification Summary Table". S46: Summarize the personal security e-rate list required to be listed in the worksheet; Filter the "Counter" data by column W in the table "Personal Security e-rate List", and add three columns "Reason for loss", "Verifier", and "Verification time" to the end of the table "Personal Security e-rate List", and set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column Y to blue; then use the PivotTable tool in a new worksheet to count the pieces according to column Y, and after counting, sort them in ascending order according to column Y, extract the counting results to column I of today's worksheet "Data Notification Summary Table", and save the "Personal Security e-rate List" as "Personal Security e-rate Loss Data"; S47: Summarize the self-service list of the salesperson's self-insurance parts and list them in the worksheet; Filter the "Counter" and "Air Customer Service" data from the "Sales Personnel Self-insurance Items Self-Service List" by column I, and add the "Reason for Loss", "Verifier", and "Verification Time" columns to the end of the "Sales Personnel Self-insurance Items Self-Service List" table, and set the background color of the header cells of these three columns to yellow, and set the background color of the header cells of column D to blue; then use the PivotTable tool in a new worksheet to count the pieces according to column D, and after counting, sort them in ascending order according to column D, extract the counting results to column Q of today's worksheet "Data Notification Summary Table", and save the "Personal Insurance Electronicization Rate List" as "Sales Personnel Self-insurance Items Self-Service Loss Data"; S48: Analyze worksheet column C; In the "Data Report Summary Table", enter the formula "=(F4+L4) / (E4+K4)" in cell C4 and automatically fill column C. Set the cell format of column C to percentage; S49: Analyze and mark the changes of each column in the current worksheet; Use VLOOKUP and IF functions to fill in the changes in columns D, H, J, N, and S of the "Data Report Summary Table", compare the changes in columns C, G, I, M, and R of today's worksheet with those of columns C, G, I, M, and R of yesterday's worksheet, and fill in marks in the corresponding back columns D, H, J, N, and S to indicate the changes; the marks include "↑" and "↓"; "↑" means that the data in today's worksheet is greater than the corresponding data in yesterday's worksheet; "↓" means that the data in today's worksheet is less than the corresponding data in yesterday's worksheet; S410: The "Data Notification Summary Table" generates notification data by arranging column C in descending order.

6. The data notification method combined with RPA technology as claimed in claim 5, characterized in that: According to the notification object obtained, obtain the mailbox number and its category in the notification object information database: For Class A personnel, send the "Data Notification Summary Table", "Personal Insurance e-Service Loss Data", and "Sales Personnel Self-Insurance Service Loss Data" to the notification targets; For Category B personnel, a "Data Notification Summary Sheet" will be sent to the notification recipients.

7. The data notification method combined with RPA technology as claimed in claim 1, characterized in that: Retrieving preset data parameters is based on RPA element positioning and recognition technology to capture elements, including icons, text boxes, text, check boxes, drop-down menus, tables, and buttons.

8. The data notification method combined with RPA technology as claimed in claim 2, characterized in that: The data notification system also includes an alarm module, a log module, and a default camera; It also includes step S7: real-time monitoring of the overall process of notification; Call the log module to collect and store the logs of the entire process in real time, and monitor abnormal situations in real time, including data source connection failure, RPA error code, and power outage. When an abnormal situation occurs, call the alarm module to send an alarm notification to the administrator, obtain the notification method of the notification object according to the data configuration table, and send data notification failure information to the corresponding notification object. Each step of the notification process also calls the default camera to obtain surveillance video and automatically saves the surveillance video.

9. The data notification method combined with RPA technology as claimed in claim 5, characterized in that: The RPA save command is also set to save each table in step S4 in real time.

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