Business process automation method and device
By using Python and RPA in the banking system to build a business process automation platform, the problems of inefficiency and error-prone traditional manual operation methods are solved, and business processes are automated and efficient, accurate and secure banking operations are achieved.
Patent Information
- Application Number
- CN202411896963.4
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-20
- Publication Date
- 2025-04-04
AI Technical Summary
Traditional manual operation methods are inefficient in the banking system, prone to errors, and are difficult to meet the requirements of efficient, accurate, and safety of modern banking business.
Based on the programming language Python and robot process automation technology RPA, a business process automation platform is built, including an intelligent decision-making engine, data crawling and processing is carried out through Python data processing database and RPA, and decision-making is made and executed based on the intelligent decision-making engine to automate business processes.
It realizes the automation of business processes, improves efficiency and accuracy, reduces human errors and costs, and meets the requirements of efficient, accurate, and security of modern banking business.
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Figure CN119762010A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the field of financial technology, and in particular to a business process automation method and device. Background Art
[0002] With the rapid development of the financial industry, banking systems are facing increasingly complex business processes and growing data processing needs. Traditional manual operations are not only inefficient but also prone to errors, making it difficult to meet the requirements of modern banking services such as efficiency, accuracy, and security.
[0003] In summary, how to realize business process automation is a problem that technical personnel in this field need to solve urgently. Summary of the invention
[0004] In view of this, the present application provides a business process automation method and device, aiming to realize business process automation.
[0005] In a first aspect, the present application provides a business process automation method, comprising:
[0006] Building a business process automation platform based on the programming language Python and the robotic process automation technology RPA; the business process automation platform includes an intelligent decision engine built by the Python;
[0007] Capture and process data using the Python data processing library and the RPA to obtain processed data;
[0008] Based on the intelligent decision engine, making a decision according to the processed data;
[0009] The decisions are executed to automate business processes.
[0010] Optionally, making a decision based on the processed data based on the intelligent decision engine includes:
[0011] Obtain business process optimization algorithms;
[0012] Based on the intelligent decision engine and the business process optimization algorithm, a decision is made according to the processed data.
[0013] Optionally, after building a business process automation platform based on the programming language Python and the robotic process automation technology RPA, the method further includes:
[0014] In response to changes in business processes, modify Python code or adjust RPA scripts to adjust the business process automation platform.
[0015] Optionally, after building a business process automation platform based on the programming language Python and the robotic process automation technology RPA, the method further includes:
[0016] Add data security measures to the business process automation platform; the data security measures include data encryption, access control and log auditing.
[0017] In a second aspect, the present application provides a business process automation device, comprising:
[0018] A construction module for building a business process automation platform based on the programming language Python and the robotic process automation technology RPA; the business process automation platform includes an intelligent decision engine built by the Python;
[0019] A capture and processing module is used to capture and process data through a Python data processing library and the RPA to obtain processed data;
[0020] A decision module, used to make a decision based on the processed data based on the intelligent decision engine;
[0021] The execution module is used to execute the decision to realize the automation of the business process.
[0022] Optionally, the decision module includes:
[0023] An acquisition unit, used for acquiring a business process optimization algorithm;
[0024] A decision-making unit is used to make decisions based on the processed data based on the intelligent decision-making engine and the business process optimization algorithm.
[0025] Optionally, the device further comprises:
[0026] The adjustment module is used to modify Python code or adjust RPA scripts in response to changes in business processes to adjust the business process automation platform.
[0027] Optionally, the device further comprises:
[0028] An adding module is used to add data security measures to the business process automation platform; the data security measures include data encryption, access control and log auditing.
[0029] In a third aspect, an embodiment of the present application provides a computer device, comprising: a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, a business process automation method as described in any one of the implementation methods in the first aspect of the embodiment of the present application is implemented.
[0030] In a fourth aspect, an embodiment of the present application provides a computer-readable storage medium, in which instructions are stored. When the instructions are executed on a terminal device, the terminal device executes a business process automation method as described in any one of the implementation methods in the first aspect of the embodiment of the present application.
[0031] The present application provides a business process automation method. When executing the method, a business process automation platform is first constructed based on the programming language Python and the robotic process automation technology RPA, wherein the business process automation platform includes an intelligent decision engine constructed by Python, and then, data is captured and processed through the Python data processing library and RPA to obtain processed data, and then, based on the intelligent decision engine, a decision is made based on the processed data, and finally the decision is executed to realize the automation of the business process. In this way, by constructing a business process automation platform, and using the Python data processing library and RPA to capture and process data, and using the intelligent decision engine to make decisions, business process automation can be realized. BRIEF DESCRIPTION OF THE DRAWINGS
[0032] In order to more clearly illustrate the technical solutions in this embodiment or the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.
[0033] Figure 1 A flowchart of a business process automation method provided in an embodiment of the present application;
[0034] Figure 2 A schematic diagram of the structure of a business process automation device provided in an embodiment of the present application;
[0035] Figure 3 A schematic diagram of the structure of a computer device provided in an embodiment of the present application. DETAILED DESCRIPTION
[0036] The following will be combined with the drawings in the embodiments of the present application to clearly and completely describe the technical solutions in the embodiments of the present application. The present application provides a business process automation method and device for use in the field of financial technology. The above is only an example and does not limit the application field of the method and device name provided in the present application.
[0037] With the rapid development of the financial industry, banking systems are facing increasingly complex business processes and growing data processing needs. Traditional manual operations are not only inefficient but also prone to errors, making it difficult to meet the requirements of modern banking services such as efficiency, accuracy, and security.
[0038] After research, the inventor proposed the technical solution of this application. First, a business process automation platform is built based on the programming language Python and the robotic process automation technology RPA. The business process automation platform includes an intelligent decision engine built by Python. Then, data is captured and processed through the Python data processing library and RPA to obtain processed data. Then, based on the intelligent decision engine, a decision is made based on the processed data, and finally the decision is executed to realize the automation of the business process. In this way, business process automation can be realized by building a business process automation platform, using the Python data processing library and RPA to capture and process data, and using the intelligent decision engine to make decisions.
[0039] In order to enable those skilled in the art to better understand the present application, the present application is further described in detail below in conjunction with the accompanying drawings and specific implementation methods. Obviously, the described embodiments are only a part of the embodiments of the present application, rather than all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in the field without making creative work are within the scope of protection of the present application. It should be noted that, for ease of description, only the parts related to the relevant invention are shown in the accompanying drawings. In the absence of conflict, the embodiments in the present application and the features in the embodiments can be combined with each other.
[0040] See also Figure 1 , Figure 1 A flowchart of a business process automation method provided in an embodiment of the present application includes:
[0041] S101: Build a business process automation platform based on the programming language Python and robotic process automation technology RPA.
[0042] As a high-level programming language, Python has been widely used in the field of automation with its concise syntax, rich library support and powerful community resources. Python is not only suitable for rapid development, but also can be easily integrated with various systems and services, making it an ideal choice for business process automation.
[0043] RPA, or Robotic Process Automation, automates business processes by using software robots to simulate and execute tasks originally performed by humans. These software robots can perform repetitive, rule-based tasks such as data entry, data extraction, data verification, etc., thereby significantly improving work efficiency and accuracy while reducing human errors and costs. RPA can achieve cross-system and cross-platform data processing and process control without modifying or integrating the original system. The introduction of RPA technology makes business process automation more flexible and efficient, and can quickly respond to changes in business needs.
[0044] The business process automation platform built on the programming language Python and the robotic process automation technology RPA combines the programming flexibility of Python with the non-invasive and easy-to-deploy features of RPA. As a widely used programming language, Python has a rich library and strong community support, which can quickly develop complex business logic. RPA is good at simulating human operations and automating highly repetitive tasks without making extensive modifications to existing systems. The combination of the two ensures the flexibility and scalability of the system while reducing the difficulty and cost of integration.
[0045] S102: Capture and process data through the Python data processing library and RPA to obtain processed data.
[0046] Combining Python's powerful data processing library (such as Pandas, NumPy, etc.) and RPA's data capture capabilities, the present invention can efficiently process the huge amount of data in the banking system. Python's data processing library provides a wealth of data analysis and mining tools, which can help banks deeply explore the value of business data; while RPA can automatically capture data from multiple data sources, providing rich materials for data analysis. It can improve the efficiency and accuracy of data processing and provide more powerful data support for business decision-making.
[0047] S103: Based on the intelligent decision engine, make a decision according to the processed data.
[0048] The intelligent decision engine written in Python and the automated execution capabilities of RPA can cover a wider range of business processes and achieve comprehensive automation from data capture, processing to decision execution. The intelligent decision engine can automatically judge and execute corresponding operations based on business rules and data characteristics, reducing manual intervention and improving the degree of automation. This can improve the speed and accuracy of business processing, reduce the risk of human errors, and release human resources to focus on higher-value tasks.
[0049] In addition, by using intelligent decision-making engines and business process optimization algorithms to realize automated decision-making of business processes, it is possible to reduce manual intervention and improve the degree of automation.
[0050] S104: Execute the decision.
[0051] In some implementations, Python's programming flexibility and RPA's flexible configuration capabilities can easily cope with frequently changing business needs. When business processes change, you can quickly adapt to new needs by modifying Python code or adjusting RPA scripts without having to restructure the entire platform on a large scale.
[0052] In some implementations, multiple security measures such as data encryption, access control, and log auditing can be used to ensure the security of sensitive data. At the same time, the non-invasive characteristics of Python and RPA also reduce potential threats to the security of existing systems. This can reduce the risk of data leakage and illegal access.
[0053] In the embodiment provided in this application, a business process automation platform is first constructed based on the programming language Python and the robotic process automation technology RPA, wherein the business process automation platform includes an intelligent decision engine constructed by Python, and then, data is captured and processed through the Python data processing library and RPA to obtain processed data, and then, based on the intelligent decision engine, a decision is made based on the processed data, and finally the decision is executed to realize the automation of the business process. In this way, business process automation can be realized by constructing a business process automation platform, and using the Python data processing library and RPA to capture and process data, and using the intelligent decision engine to make decisions.
[0054] The above are some specific implementations of the business process automation method provided by the embodiment of the present application. Based on this, the present application also provides a corresponding device. The device provided by the embodiment of the present application will be introduced from the perspective of functional modularization.
[0055] See also Figure 2 , Figure 2 A schematic diagram of the structure of a business process automation device provided in an embodiment of the present application, the business process automation device 200 includes:
[0056] A construction module 210 is used to construct a business process automation platform based on the programming language Python and the robotic process automation technology RPA; the business process automation platform includes an intelligent decision engine constructed by the Python;
[0057] The capture and processing module 220 is used to capture and process data through the Python data processing library and the RPA to obtain processed data;
[0058] A decision module 230, configured to make a decision based on the processed data based on the intelligent decision engine;
[0059] The execution module 240 is used to execute the decision to realize the automation of the business process.
[0060] Optionally, the decision module 230 includes:
[0061] An acquisition unit, used for acquiring a business process optimization algorithm;
[0062] A decision-making unit is used to make decisions based on the processed data based on the intelligent decision-making engine and the business process optimization algorithm.
[0063] Optionally, the device 200 further includes:
[0064] The adjustment module is used to modify Python code or adjust RPA scripts in response to changes in business processes to adjust the business process automation platform.
[0065] Optionally, the device 200 further includes:
[0066] An adding module is used to add data security measures to the business process automation platform; the data security measures include data encryption, access control and log auditing.
[0067] The embodiments of the present application also provide corresponding devices and computer storage media for implementing the solutions provided by the embodiments of the present application.
[0068] like Figure 3 As shown, the computer device 01 is in the form of a general computing device. The components of the computer device 01 may include but are not limited to: one or more processors or processing units 03, a system memory 08, and a bus 04 connecting different system components (including the system memory 08 and the processing unit 03).
[0069] Bus 04 represents one or more of several types of bus structures, including a memory bus or memory controller, a peripheral bus, a graphics acceleration port, a processor or a local bus using any of a variety of bus structures. For example, these architectures include but are not limited to Industry Standard Architecture (ISA) bus, Micro Channel Architecture (MAC) bus, Enhanced ISA bus, Video Electronics Standards Association (VESA) local bus and Peripheral Component Interconnect (PCI) bus.
[0070] The computer device 01 typically includes a variety of computer system readable media. These media can be any available media that can be accessed by the computer device 01, including volatile and non-volatile media, removable and non-removable media.
[0071] The system memory 08 may include computer system readable media in the form of volatile memory, such as random access memory (RAM) 09 and / or cache memory 10. The computer device 01 may further include other removable / non-removable, volatile / non-volatile computer system storage media. By way of example only, the storage system 11 may be used to read and write non-removable, non-volatile magnetic media ( Figure 3 not shown, usually called a "hard drive"). Although Figure 3 Not shown in the figure, a disk drive for reading and writing a removable non-volatile disk (e.g., a "floppy disk"), and an optical disk drive for reading and writing a removable non-volatile optical disk (e.g., a CD-ROM, a DVD-ROM, or other optical media) may be provided. In these cases, each drive may be connected to the bus 04 via one or more data medium interfaces. The memory 08 may include at least one program product having a set (e.g., at least one) of program modules that are configured to perform the functions of the various embodiments of the present invention.
[0072] A program / utility 12 having a set (at least one) of program modules 13 may be stored, for example, in the memory 08, such program modules 13 including but not limited to an operating system, one or more application programs, other program modules, and program data, each of which or some combination thereof may include an implementation of a network environment. The program modules 13 generally perform the functions and / or methods of the embodiments described herein.
[0073] The computer device 01 may also communicate with one or more external devices 02 (e.g., keyboard, pointing device, display 07, etc.), one or more devices that enable a user to interact with the computer device 01, and / or any device that enables the computer device 01 to communicate with one or more other computing devices (e.g., network card, modem, etc.). Such communication may be performed via input / output (I / O) interface 06. Furthermore, the computer device 01 may also communicate with one or more networks (e.g., local area network (LAN), wide area network (WAN) and / or public network, such as the Internet) via network adapter 05. Figure 3 As shown, the network adapter 05 communicates with other modules of the computer device 01 via the bus 04. It should be understood that although Figure 3Not shown, other hardware and / or software modules may be used in conjunction with computer device 01, including but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data backup storage systems.
[0074] The processor unit 03 executes various functional applications and data processing by running programs stored in the system memory 08, for example, implementing a business process automation method provided in an embodiment of the present application.
[0075] It should be noted that, in this article, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "include", "comprise" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device. In the absence of further restrictions, the elements defined by the sentence "comprise a ..." do not exclude the existence of other identical elements in the process, method, article or device including the elements.
[0076] Through the description of the above implementation methods, it can be known that those skilled in the art can clearly understand that all or part of the steps in the above-mentioned embodiment method can be implemented by means of software plus a general hardware platform. Based on such an understanding, the technical solution of the present application can be embodied in the form of a software product, which can be stored in a storage medium, such as a read-only memory (ROM) / RAM, a magnetic disk, an optical disk, etc., including a number of instructions for a computer device (which can be a personal computer, a server, or a network communication device such as a router) to execute the methods described in each embodiment of the present application or some parts of the embodiments.
[0077] Each embodiment in this specification is described in a progressive manner, and the same and similar parts between the embodiments can be referred to each other, and each embodiment focuses on the differences from other embodiments. In particular, for the device embodiment, since it is basically similar to the method embodiment, the description is relatively simple, and the relevant parts can be referred to the partial description of the method embodiment. Some or all of the modules can be selected according to actual needs to achieve the purpose of the scheme of this embodiment. Ordinary technicians in this field can understand and implement it without paying creative work.
[0078] The above description is merely an exemplary embodiment of the present application and is not intended to limit the protection scope of the present application.
Claims
1. A business process automation method, characterized in that: include: Build a business process automation platform based on the programming language Python and robotic process automation technology RPA; The business process automation platform includes an intelligent decision engine built by Python; Capture and process data using the Python data processing library and the RPA to obtain processed data; Based on the intelligent decision engine, making a decision according to the processed data; The decisions are executed to automate business processes.
2. The method according to claim 1, characterized in that: The making a decision based on the intelligent decision engine and the processed data includes: Obtain business process optimization algorithms; Based on the intelligent decision engine and the business process optimization algorithm, a decision is made according to the processed data.
3. The method according to claim 1, characterized in that: After building a business process automation platform based on the programming language Python and the robotic process automation technology RPA, the method further includes: In response to changes in business processes, modify Python code or adjust RPA scripts to adjust the business process automation platform.
4. The method according to claim 1, characterized in that After building a business process automation platform based on the programming language Python and the robotic process automation technology RPA, the method further includes: Add data security measures to the business process automation platform; the data security measures include data encryption, access control and log auditing.
5. A business process automation device, characterized in that: include: Building modules for building a business process automation platform based on the programming language Python and the robotic process automation technology RPA; The business process automation platform includes an intelligent decision engine built by Python; A capture and processing module is used to capture and process data through a Python data processing library and the RPA to obtain processed data; A decision module, used to make a decision based on the processed data based on the intelligent decision engine; The execution module is used to execute the decision to realize the automation of the business process.
6. The device according to claim 5, characterized in that The decision module comprises: An acquisition unit, used for acquiring a business process optimization algorithm; A decision-making unit is used to make decisions based on the processed data based on the intelligent decision-making engine and the business process optimization algorithm.
7. The device according to claim 5, characterized in that The device also includes: The adjustment module is used to modify Python code or adjust RPA scripts in response to changes in business processes to adjust the business process automation platform.
8. The device according to claim 5, characterized in that The device also includes: An adding module is used to add data security measures to the business process automation platform; the data security measures include data encryption, access control and log auditing.
9. A computer device, characterized in that: include: A memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the business process automation method according to any one of claims 1 to 4 is implemented.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores instructions, and when the instructions are executed on a terminal device, the terminal device executes the business process automation method according to any one of claims 1 to 4.