A method and system for automatically updating business data based on RPA

Abstract

The present invention belongs to the technical field of automatic data update, and in particular to an automatic business data update method and system based on RPA. Aiming at the problem that the existing automatic business data update method based on RPA cannot evaluate the security of RPA, the following scheme is proposed. The updating method includes the following steps: S1. Clarifying the update requirements: Determine the location of the business data to be updated and the specific content to be updated, and clarify the source of the newly added data; S2. Designing the RPA process; S3. Implementation and testing: According to the designed process, use the RPA tool to implement the process, and conduct sufficient testing to ensure that it can correctly capture the newly added data and update it to the table; S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment. The present invention evaluates the security of RPA so that security issues can be discovered and resolved in a timely manner.

Description

Technical Field

[0001] The present invention relates to the technical field of automatic data update, and in particular to a method and system for automatic business data update based on RPA. Background Art

[0002] Automatic updating of business data based on RPA (Robotic Process Automation) is an efficient and accurate data processing method. It can help enterprises automate business processes and improve the efficiency and accuracy of data updating.

[0003] In the prior art, the RPA-based automatic business data update method cannot evaluate the RPA security. Therefore, we propose an RPA-based automatic business data update method and system to solve the above problem. Summary of the invention

[0004] The purpose of the present invention is to solve the shortcoming that the automatic update method of business data based on RPA cannot evaluate the security of RPA, and to propose an automatic update method and system for business data based on RPA.

[0005] In order to achieve the above object, the present invention adopts the following technical solutions:

[0006] A method for automatically updating business data based on RPA, comprising the following steps:

[0007] S1. Clarify update requirements: determine the location of business data that needs to be updated and the specific content to be updated, and clarify the source of the new data;

[0008] S2. Design RPA process;

[0009] S3. Implementation and testing: According to the designed process, use RPA tools to implement the process and conduct sufficient testing to ensure that it can correctly capture the new data and update it to the table;

[0010] S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment and the operation of the RPA process is monitored regularly;

[0011] S5. Evaluate the security of RPA and take timely countermeasures if security issues arise.

[0012] Preferably, in S2, designing the RPA process includes: data capture: if the newly added data comes from other systems or external data sources, RPA needs to first capture data from these sources;

[0013] Data processing: Before writing data into a table, it may be necessary to clean, convert or verify the data to ensure its accuracy and consistency;

[0014] Locating tables: RPA needs to be able to accurately locate the business data tables that need to be updated;

[0015] Write data: Once the table is located, RPA writes the new data to the corresponding position of the table.

[0016] Preferably, in S5, evaluating the security of RPA includes: checking whether RPA implements a strict identity authentication mechanism to ensure that only authorized users or systems can access data; evaluating whether permission management is in place and whether different data access permissions are assigned to different users or system roles to implement the principle of least privilege, thereby reducing the risk of data leakage.

[0017] Preferably, confirm whether RPA uses SSL / TLS encryption protocol to encrypt data transmission to ensure that data is not stolen or tampered with during transmission;

[0018] Check whether sensitive data stored in RPA is encrypted to prevent illegal access or theft of data.

[0019] Preferably, evaluate whether RPA records all access and operation logs to the data in order to track and audit the use of the data;

[0020] Confirm whether there is an anomaly detection mechanism that can monitor data access and operation behavior in real time and issue an alarm in time when abnormal behavior is found.

[0021] Preferably, understand the stability and performance of RPA, including its ability to handle big data and different conditions, and whether performance will degrade when executing iterations;

[0022] Evaluate the RPA tool’s error handling capabilities, including exception capture, logging, and fault recovery mechanisms, as well as whether monitoring and feedback mechanisms are provided to track and resolve problems in real time.

[0023] Preferably, confirm whether RPA complies with national and regional data protection laws and regulations, and assess whether it follows privacy protection principles when processing personal sensitive information;

[0024] Check that identities are set for each RPA robot and process to ensure accountability for robot behavior and security of robot access;

[0025] Evaluate whether RPA has established a security protection system, such as firewalls and intrusion detection systems, to prevent external attacks;

[0026] Conduct security architecture risk analysis on the selected RPA products, including security design review and integrated security scanning tools, to ensure the security of the products themselves.

[0027] Preferably, when security issues arise, timely response measures are taken, specifically: For sensitive information, encryption technology is used to protect it to prevent data from being stolen or tampered with during transmission; data is backed up regularly so that it can be quickly restored when it is lost or damaged; ensure that the RPA robot only obtains the minimum permissions required to perform tasks to avoid security risks caused by unauthorized operations; and regularly check and update permission settings to ensure consistency with business needs and security policies.

[0028] Preferably, record all activities of the RPA robot, including the tasks performed, time and location, so as to conduct audits when problems occur; monitor the operating status and abnormal behavior of the RPA system in real time, and promptly detect and respond to security incidents; ensure that the design and operation of the RPA system comply with the requirements of relevant laws and regulations, including GDPR and CCPA; implement strict access control and data encryption measures to protect personal privacy data from illegal access or leakage, and conduct comprehensive testing and optimization of the RPA system to ensure that it can operate stably and handle various abnormal situations; implement effective error handling mechanisms, such as exception capture, logging and fault recovery, to reduce system downtime or performance issues; for RPA platforms deployed in the cloud, take additional security protection measures, including firewalls and intrusion detection systems; regularly conduct security assessments and vulnerability scans on the cloud environment to promptly detect and fix potential security risks.

[0029] The present invention also proposes a business data automatic update system based on RPA, including:

[0030] The data confirmation module is used to determine the location of the business data that needs to be updated and the specific content to be updated, and to clarify the source of the new data;

[0031] RPA design module, used to design RPA processes;

[0032] Implementation and testing module: Use RPA tools to implement the process according to the designed process and conduct sufficient testing;

[0033] The deployment and monitoring module is used to deploy the RPA process to the production environment and regularly monitor the operation of the RPA process;

[0034] Assessment module for evaluating RPA security.

[0035] Compared with the prior art, the advantages of the present invention are:

[0036] The present invention checks whether RPA implements a strict identity authentication mechanism to ensure that only authorized users or systems can access data; evaluates whether permission management is in place and whether different data access permissions are assigned to different users or system roles to implement the principle of least privilege, thereby reducing the risk of data leakage; confirms whether RPA uses SSL / TLS encryption protocol to encrypt data transmission to ensure that data is not stolen or tampered with during transmission;

[0037] Check whether sensitive data stored in RPA is encrypted to prevent illegal access or theft of data;

[0038] Evaluate whether RPA records all data access and operation logs to track and audit data usage;

[0039] Confirm whether there is an anomaly detection mechanism that can monitor data access and operation behavior in real time and issue an alarm in time when abnormal behavior is found; Understand the stability and performance of RPA, including its ability to handle big data and different conditions, and whether performance will degrade when executing iterations;

[0040] Evaluate the RPA tool’s error handling capabilities, including exception capture, logging, and fault recovery mechanisms, as well as whether monitoring and feedback mechanisms are provided to track and resolve issues in real time;

[0041] The present invention evaluates the security of RPA so that security issues can be discovered and resolved in a timely manner. BRIEF DESCRIPTION OF THE DRAWINGS

[0042] Figure 1 This is a flow chart of a method for automatically updating business data based on RPA proposed in the present invention. DETAILED DESCRIPTION

[0043] The technical solution of this embodiment will be clearly and completely described below in conjunction with the drawings in this embodiment. Obviously, the described embodiment is only a part of this embodiment, rather than all of the embodiments.

[0044] Embodiment 1

[0045] Reference Figure 1 , a method for automatically updating business data based on RPA, comprising the following steps:

[0046] S1. Clarify update requirements: determine the location of business data that needs to be updated and the specific content to be updated, and clarify the source of the new data;

[0047] S2. Design RPA process;

[0048] S3. Implementation and testing: According to the designed process, use RPA tools to implement the process and conduct sufficient testing to ensure that it can correctly capture the new data and update it to the table;

[0049] S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment and the operation of the RPA process is monitored regularly;

[0050] S5. Evaluate the security of RPA and take timely countermeasures if security issues arise.

[0051] In this embodiment, in S2, the RPA process is designed to include: data capture: if the newly added data comes from other systems or external data sources, RPA needs to first capture data from these sources;

[0052] Data processing: Before writing data into a table, it may be necessary to clean, convert or verify the data to ensure its accuracy and consistency;

[0053] Locating tables: RPA needs to be able to accurately locate the business data tables that need to be updated;

[0054] Write data: Once the table is located, RPA writes the new data to the corresponding position of the table.

[0055] In this embodiment, in S5, evaluating the security of RPA includes: checking whether RPA implements a strict identity authentication mechanism to ensure that only authorized users or systems can access data; evaluating whether permission management is in place and whether different data access permissions are assigned to different users or system roles to implement the principle of least privilege, thereby reducing the risk of data leakage.

[0056] In this embodiment, confirm whether the RPA uses the SSL / TLS encryption protocol to encrypt data transmission to ensure that the data is not stolen or tampered with during the transmission process;

[0057] Check whether sensitive data stored in RPA is encrypted to prevent illegal access or theft of data.

[0058] In this embodiment, we evaluate whether RPA records all data access and operation logs in order to track and audit data usage;

[0059] Confirm whether there is an anomaly detection mechanism that can monitor data access and operation behavior in real time and issue an alarm in time when abnormal behavior is found.

[0060] In this example, we understand the stability and performance of RPA, including its ability to handle big data and different conditions, and whether its performance will degrade when executing iterations.

[0061] Evaluate the RPA tool’s error handling capabilities, including exception capture, logging, and fault recovery mechanisms, as well as whether monitoring and feedback mechanisms are provided to track and resolve problems in real time.

[0062] In this embodiment, we confirm whether RPA complies with national and regional data protection laws and regulations, and evaluate whether it follows the privacy protection principle when processing personal sensitive information;

[0063] Check that identities are set for each RPA robot and process to ensure accountability for robot behavior and security of robot access;

[0064] Evaluate whether RPA has established a security protection system, such as firewalls and intrusion detection systems, to prevent external attacks;

[0065] Conduct security architecture risk analysis on the selected RPA products, including security design review and integrated security scanning tools, to ensure the security of the products themselves.

[0066] In this embodiment, when security issues arise, timely response measures are taken as follows: For sensitive information, encryption technology is used to protect it to prevent data from being stolen or tampered with during transmission; data is backed up regularly so that it can be quickly restored when it is lost or damaged; it is ensured that the RPA robot only obtains the minimum permissions required to perform tasks to avoid security risks caused by unauthorized operations; permission settings are regularly checked and updated to ensure consistency with business needs and security policies.

[0067] In this embodiment, all activities of the RPA robot are recorded, including the tasks performed, time and location, so as to conduct an audit when problems occur; the operating status and abnormal behavior of the RPA system are monitored in real time, and security incidents are discovered and responded to in a timely manner; it is ensured that the design and operation of the RPA system comply with the requirements of relevant laws and regulations, including GDPR and CCPA; strict access control and data encryption measures are implemented to protect personal privacy data from illegal access or leakage, and the RPA system is comprehensively tested and optimized to ensure that it can run stably and handle various abnormal situations; effective error handling mechanisms are implemented, such as exception capture, logging and fault recovery, to reduce system downtime or performance issues; for RPA platforms deployed in the cloud, additional security protection measures are taken, including firewalls and intrusion detection systems; security assessments and vulnerability scans are performed on the cloud environment regularly to discover and repair potential security risks in a timely manner.

[0068] The present invention also proposes a business data automatic update system based on RPA, including:

[0069] The data confirmation module is used to determine the location of the business data that needs to be updated and the specific content to be updated, and to clarify the source of the new data;

[0070] RPA design module, used to design RPA processes;

[0071] Implementation and testing module: Use RPA tools to implement the process according to the designed process and conduct sufficient testing;

[0072] The deployment and monitoring module is used to deploy the RPA process to the production environment and regularly monitor the operation of the RPA process;

[0073] Assessment module for evaluating RPA security.

[0074] Embodiment 2

[0075] The difference from the first embodiment is that:

[0076] The following steps are involved:

[0077] S1. Clarify update requirements: determine the location of business data that needs to be updated and the specific content to be updated, and clarify the source of the new data;

[0078] S2. Design RPA process;

[0079] S3. Implementation and testing: According to the designed process, use RPA tools to implement the process and conduct sufficient testing to ensure that it can correctly capture the new data and update it to the table;

[0080] S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment and the operation of the RPA process is monitored regularly;

[0081] S5. Evaluate the security of RPA and take timely countermeasures if security issues arise;

[0082] S6. Regularly maintain and update RPA, including checking the robot's operation log, updating the robot's program version, and optimizing the robot's task process to improve execution efficiency and stability.

[0083] Embodiment 3

[0084] The difference from the first embodiment is that:

[0085] The following steps are involved:

[0086] S1. Clarify update requirements: determine the location of business data that needs to be updated and the specific content to be updated, and clarify the source of the new data;

[0087] S2. Design RPA process;

[0088] S3. Implementation and testing: According to the designed process, use RPA tools to implement the process and conduct sufficient testing to ensure that it can correctly capture the new data and update it to the table;

[0089] S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment and the operation of the RPA process is monitored regularly;

[0090] S5. Evaluate the security of RPA and take timely countermeasures if security issues arise;

[0091] S6. Set up an RPA early warning mechanism. The working principle of the RPA early warning mechanism mainly includes the following aspects: Real-time monitoring: The RPA robot is closely integrated with the business system and can monitor various data and indicators in real time. These data and indicators can be set according to business needs, such as transaction amount, transaction frequency, and transaction counterparty. Through real-time monitoring, RPA can promptly detect abnormalities in the data;

[0092] Preset thresholds: In the RPA early warning mechanism, some thresholds are preset to determine whether the data is normal. When RPA detects that the data exceeds the preset thresholds, the early warning mechanism is triggered. These thresholds can be adjusted and optimized according to business needs and risk tolerance;

[0093] Generate warning information: Once the warning mechanism is triggered, RPA will generate a detailed warning message based on the preset warning message template. This message will include the details of the abnormal data, such as the time of occurrence, specific value, and related transaction information, so that relevant personnel can quickly understand the abnormal situation and respond;

[0094] Send warning information: The RPA warning mechanism will automatically send the generated warning information to relevant personnel. This information can be sent through multiple methods such as email, text messages, and phone calls to ensure that relevant personnel can receive and process the warning information as soon as possible. In this way, the company can prevent potential risks to a large extent.

[0095] The above description is only a preferred specific implementation manner of this embodiment, but the protection scope of this embodiment is not limited thereto. Any technician familiar with the technical field can make equivalent replacements or changes according to the technical scheme and inventive concept of this embodiment within the technical scope disclosed in this embodiment, and they should be covered by the protection scope of this embodiment.

Claims

1. A method for automatically updating business data based on RPA, characterized in that , including the following steps: S1. Clarify update requirements: determine the location of business data that needs to be updated and the specific content to be updated, and clarify the source of the new data; S2. Design RPA process; S3. Implementation and testing: According to the designed process, use RPA tools to implement the process and conduct sufficient testing to ensure that it can correctly capture the new data and update it to the table; S4. Deployment and monitoring: After the test is passed, the RPA process is deployed to the production environment and the operation of the RPA process is monitored regularly; S5. Evaluate the security of RPA and take timely countermeasures if security issues arise.

2. According to the RPA-based automatic business data update method of claim 1, it is characterized in that: In S2, the RPA process is designed to include: data capture: the newly added data comes from other systems or external data sources, and RPA needs to first capture data from these sources; Data processing: Before writing data into a table, the data needs to be cleaned, formatted, or verified to ensure data accuracy and consistency; Locating tables: RPA needs to be able to accurately locate the business data tables that need to be updated; Write data: Once the table is located, RPA writes the new data to the corresponding position of the table.

3. According to claim 2, a method for automatically updating business data based on RPA is characterized in that: In S5, evaluating RPA security includes: checking whether RPA implements a strict authentication mechanism to ensure that only authorized users or systems can access data; evaluating whether permission management is in place and whether different data access permissions are assigned to different users or system roles to implement the principle of least privilege, thereby reducing the risk of data leakage.

4. According to claim 3, a method for automatically updating business data based on RPA is characterized in that: Check whether RPA uses SSL / TLS encryption protocol to encrypt data transmission to ensure that data is not stolen or tampered with during transmission; Check whether sensitive data stored in RPA is encrypted to prevent illegal access or theft of data.

5. According to claim 4, a method for automatically updating business data based on RPA is characterized in that: Evaluate whether RPA records all data access and operation logs to track and audit data usage; Confirm whether there is an anomaly detection mechanism that can monitor data access and operation behavior in real time and issue an alarm in time when abnormal behavior is found.

6. According to claim 5, a method for automatically updating business data based on RPA is characterized in that: Understand the stability and performance of RPA, including its ability to handle big data and different conditions, and whether performance will degrade when executing iterations; Evaluate the RPA tool’s error handling capabilities, including exception capture, logging, and fault recovery mechanisms, as well as whether monitoring and feedback mechanisms are provided to track and resolve issues in real time.

7. The RPA-based automatic business data update method according to claim 6 is characterized in that: Confirm whether RPA complies with national and regional data protection laws and regulations, and assess whether it follows privacy protection principles when processing personal sensitive information; Check that identities are set for each RPA robot and process to ensure accountability for robot behavior and security of robot access; Evaluate whether RPA has established a security protection system to prevent external attacks; Conduct security architecture risk analysis on the selected RPA products, including security design review and integrated security scanning tools, to ensure the security of the products themselves.

8. The method for automatically updating business data based on RPA according to claim 1, characterized in that: When security issues arise, take timely response measures: Use encryption technology to protect sensitive information to prevent data from being stolen or tampered with during transmission; back up data regularly so that it can be quickly restored when it is lost or damaged; ensure that the RPA robot only obtains the minimum permissions required to perform tasks to avoid security risks caused by unauthorized operations; regularly check and update permission settings to ensure consistency with business needs and security policies.

9. The method for automatically updating business data based on RPA according to claim 8, characterized in that: Record all activities of RPA robots, including the tasks performed, time and location, so as to conduct audits when problems occur; monitor the operating status and abnormal behavior of the RPA system in real time, and promptly detect and respond to security incidents; ensure that the design and operation of the RPA system comply with the requirements of relevant laws and regulations, including GDPR and CCPA; implement strict access control and data encryption measures to protect personal privacy data from illegal access or leakage, and conduct comprehensive testing and optimization of the RPA system to ensure that it can operate stably and handle various abnormal situations; implement effective error handling mechanisms to reduce system downtime or performance issues; for RPA platforms deployed in the cloud, take additional security protection measures, including firewalls and intrusion detection systems; regularly conduct security assessments and vulnerability scans on the cloud environment to promptly detect and fix potential security risks.

10. A business data automatic update system based on RPA, characterized in that: include: The data confirmation module is used to determine the location of the business data that needs to be updated and the specific content to be updated, and to clarify the source of the new data; RPA design module, used to design RPA processes; Implementation and testing module: Use RPA tools to implement the process according to the designed process and conduct sufficient testing; The deployment and monitoring module is used to deploy the RPA process to the production environment and regularly monitor the operation of the RPA process; Assessment module for evaluating RPA security.

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