Enterprise financial AI question answering system

Abstract

The invention discloses an enterprise financial AI question answering system. The system comprises a question analysis module, an answer generation module, a user interaction module and a personalized recommendation module. The enterprise financial AI question answering system can intelligently understand financial questions of users and provide accurate and timely answers, and the system can significantly improve financial operation efficiency through automatic processing and analysis of financial data; the system can integrate various data sources, including a structured database, a text document, network data and the like, provide diversified financial information, update financial data and information in real time, and ensure that a user obtains latest and most accurate financial information; the system can provide personalized financial suggestions and solutions according to historical data and preferences of users, support customized services, and meet financial requirements of different departments and posts of enterprises; a simple and easy-to-use user interface and an operation process are provided, the user experience is improved, multiple interaction modes are supported, and the requirements of different user groups are met.

Description

Technical Field

[0001] The present invention relates to the technical field of financial question answering, and in particular to an enterprise financial AI question answering system. Background Art

[0002] In the traditional corporate finance field, the investment in technology research and development is relatively insufficient, which will lead to limited technological innovation, making it difficult for traditional financial systems to cope with increasingly complex and changing business needs. Key technologies are controlled by others, and the independent innovation ability is not strong, which will also lead to the lack of effective solutions for enterprises when facing financial problems. Traditional financial systems are often based on fixed document collections or databases for query, which is difficult to meet users' needs for diversified and real-time financial information. Although search engines provide rich information resources, they return too much relevant information and contain a large amount of useless data, making it difficult for users to find the required information quickly and accurately. Moreover, when processing and analyzing large amounts of financial data, existing financial systems often have performance bottlenecks, resulting in slow data processing and inaccurate analysis results. In addition, the lack of intelligent data analysis and prediction functions makes it difficult for enterprises to dig out valuable business insights from data. Traditional financial systems have complex interfaces, cumbersome operations, poor user experience, lack of personalized services and suggestions, and are difficult to meet users' personalized needs.

[0003] There is currently no effective solution to the above problems. Summary of the invention

[0004] In response to the above technical problems in the related technology, the present invention proposes an enterprise financial AI question-answering system that can overcome the above shortcomings of the prior art.

[0005] To achieve the above technical objectives, the technical solution of the present invention is implemented as follows: An enterprise financial AI question-answering system, including a question parsing module, an answer generation module, a user interaction module and a personalized recommendation module; The question analysis module is used to perform semantic analysis on the question input by the user, identify key information, and use the knowledge base and algorithm model to find the financial knowledge points or cases most relevant to the question; The answer generation module is used to extract relevant information from the knowledge base based on the results of the question analysis module, generate accurate and concise answers based on the reasoning ability of the algorithm model, and generate detailed solution steps or recommend relevant reading materials for complex questions; The user interaction module is used to provide an interactive interface between the user and the system, supporting the user to ask questions and confirm answers; The personalized recommendation module is used to provide users with personalized financial planning and suggestions based on their question history and preference information.

[0006] Furthermore, the key information includes question type and keywords.

[0007] Furthermore, the interactive interface includes a chat window and voice input.

[0008] Furthermore, it also includes a security and privacy protection module for implementing data encryption, access control and privacy policy functions; specifically, it is used to encrypt users' sensitive information, implement strict access control policies and formulate clear privacy policies.

[0009] Furthermore, it also includes a continuous optimization and iteration module to realize user feedback collection, data analysis and mining, and technology update and iteration functions; specifically, user feedback is collected through user surveys and satisfaction evaluations to understand system problems and improvement directions; data analysis technology is used to mine user behavior data to discover potential user needs and system optimization points; attention is paid to the latest developments in artificial intelligence technology, and the system's algorithms and models are continuously updated and optimized to improve the accuracy and efficiency of questions and answers.

[0010] Beneficial effects of the present invention: The enterprise financial AI question-and-answer system of the present invention can intelligently understand the user's financial problems and provide accurate and timely answers. By automatically processing and analyzing financial data, the system can significantly improve financial operation efficiency; the system can integrate multiple data sources, including structured databases, text documents, network data, etc., provide diversified financial information, and update financial data and information in real time to ensure that users obtain the latest and most accurate financial information; the system can provide personalized financial advice and solutions based on the user's historical data and preferences, support customized services, and meet the financial needs of different departments and positions of the enterprise; provide a simple and easy-to-use user interface and operating process to improve user experience, support multiple interaction methods, such as voice, text, etc., to meet the needs of different user groups.

[0011] In summary, the system provides a new solution for corporate financial management through its advantages in intelligence and automation, diversification and real-time, powerful data processing and analysis capabilities, personalized and customized services, and optimized user experience. BRIEF DESCRIPTION OF THE DRAWINGS

[0012] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings required for use in the embodiments will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.

[0013] Figure 1It is a structural block diagram of the enterprise financial AI question-answering system according to an embodiment of the present invention. DETAILED DESCRIPTION

[0014] The following will be combined with the accompanying drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field belong to the scope of protection of the present invention.

[0015] like Figure 1 As shown, an enterprise financial AI question-answering system according to an embodiment of the present invention includes a question parsing module, an answer generation module, a user interaction module and a personalized recommendation module; The question analysis module is used to perform semantic analysis on the question input by the user, identify key information, and use the knowledge base and algorithm model to find the financial knowledge points or cases most relevant to the question; The answer generation module is used to extract relevant information from the knowledge base based on the results of the question analysis module, generate accurate and concise answers based on the reasoning ability of the algorithm model, and generate detailed solution steps or recommend relevant reading materials for complex questions; The user interaction module is used to provide an interactive interface between the user and the system, supporting the user to ask questions and confirm answers; The personalized recommendation module is used to provide users with personalized financial planning and suggestions based on their question history and preference information.

[0016] The key information includes question type and keywords.

[0017] The interactive interface includes a chat window and voice input.

[0018] It also includes a security and privacy protection module for implementing data encryption, access control and privacy policy functions; specifically, it is used to encrypt users' sensitive information, implement strict access control policies and formulate clear privacy policies.

[0019] It also includes a continuous optimization and iteration module, which is used to realize user feedback collection, data analysis and mining, and technology update and iteration functions; specifically, user feedback is collected through user surveys and satisfaction evaluations to understand system problems and improvement directions; data analysis technology is used to mine user behavior data to discover potential user needs and system optimization points; attention is paid to the latest developments in artificial intelligence technology, and the system's algorithms and models are continuously updated and optimized to improve the accuracy and efficiency of questions and answers.

[0020] In order to facilitate understanding of the above technical solutions of the present invention, the above technical solutions of the present invention are described in detail below through specific usage methods.

[0021] In specific use, according to the enterprise financial AI question-answering system described in the present invention, the specific process is as follows: 1. System Goals and Positioning Clarify system goals: The main goal of the financial question-and-answer system is to answer users' questions in financial management, tax consulting, investment planning, etc., and provide personalized financial advice and strategies.

[0022] Positioning user groups: Based on the system goals, clarify the target user groups, such as individual investors, corporate financial personnel, tax consultants, etc., in order to better meet their needs.

[0023] 2. System Architecture and Design 1. Front-end interface design: User registration and login: Provide user registration and login functions to ensure the authenticity of user identity and the security of data.

[0024] Interface layout: Design an intuitive and simple user interface to make it easy for users to browse and ask questions.

[0025] Interaction design: Optimize the way users interact with the system, such as natural language processing (NLP) technology, which enables users to ask questions and get answers in natural language.

[0026] 2. Backend system construction: Database management: Select a suitable database system (such as MySQL, MongoDB, etc.) to store user information, financial knowledge base, historical question and answer records and other data.

[0027] Knowledge base construction: Collect and organize finance-related knowledge, policies, cases, etc. to build a rich knowledge base to provide the system with a basis for answering questions.

[0028] Algorithms and models: Use natural language processing, machine learning and other algorithms and technologies to build an intelligent question-answering model to achieve question understanding and answer generation.

[0029] 3. Functional module design 1. Problem analysis module: Perform semantic analysis on questions input by users to identify key information such as question type and keywords.

[0030] Use the knowledge base and algorithm model to find the financial knowledge points or cases that are most relevant to the problem.

[0031] 2. Answer generation module: Based on the results of question analysis, relevant information is extracted from the knowledge base and combined with the reasoning ability of the algorithm model to generate accurate and concise answers.

[0032] For complex questions, detailed solution steps or related reading materials can be generated.

[0033] 3. User interaction module: Provides an interactive interface between users and the system, such as chat windows, voice input, etc.

[0034] It supports functions such as user follow-up questions and confirmation of answers to improve the accuracy of questions and answers and user satisfaction.

[0035] 4. Personalized recommendation module: Recommend relevant financial knowledge, investment products, etc. to users based on their question history, preferences and other information.

[0036] Provide personalized financial planning and advice to help users better manage their finances.

[0037] 5. Security and privacy protection module Data encryption: Encrypt users' sensitive information to ensure the security of data transmission and storage.

[0038] Access Control: Implement strict access control policies to prevent unauthorized access and data leakage.

[0039] Privacy Policy: Develop a clear privacy policy to inform users how the system collects, uses, and protects their personal information.

[0040] 6. Continuous optimization and iteration modules User feedback collection: Collect user feedback through user surveys, satisfaction evaluations, etc. to understand system problems and improvement directions.

[0041] Data analysis and mining: Use data analysis techniques to mine user behavior data and discover potential user needs and system optimization points.

[0042] Technology update and iteration: Pay attention to the latest developments in artificial intelligence technology, continuously update and optimize the system's algorithms and models, and improve the accuracy and efficiency of question and answering.

[0043] To sum up, with the help of the above-mentioned technical scheme of the present invention, the enterprise financial AI question-and-answer system of the present invention can intelligently understand the user's financial problems and provide accurate and timely answers. By automatically processing and analyzing financial data, the system can significantly improve financial operation efficiency; the system can integrate multiple data sources, including structured databases, text documents, network data, etc., provide diversified financial information, update financial data and information in real time, and ensure that users obtain the latest and most accurate financial information; the system can provide personalized financial advice and solutions based on the user's historical data and preferences, support customized services, and meet the financial needs of different departments and positions of the enterprise; provide a simple and easy-to-use user interface and operation process, improve user experience, and support multiple interaction methods, such as voice, text, etc., to meet the needs of different user groups.

[0044] The above description is only a preferred embodiment of the present invention and is not intended to limit the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principle of the present invention should be included in the protection scope of the present invention.

Claims

1. An enterprise financial AI question-answering system, characterized in that: It includes question analysis module, answer generation module, user interaction module and personalized recommendation module; The question analysis module is used to perform semantic analysis on the question input by the user, identify key information, and use the knowledge base and algorithm model to find the financial knowledge points or cases most relevant to the question; The answer generation module is used to extract relevant information from the knowledge base based on the results of the question analysis module, generate accurate and concise answers based on the reasoning ability of the algorithm model, and generate detailed solution steps or recommend relevant reading materials for complex questions; The user interaction module is used to provide an interactive interface between the user and the system, supporting the user to ask questions and confirm answers; The personalized recommendation module is used to provide users with personalized financial planning and suggestions based on their question history and preference information.

2. The enterprise financial AI question-answering system according to claim 1, characterized in that: The key information includes question type and keywords.

3. The enterprise financial AI question-answering system according to claim 1, characterized in that: The interactive interface includes a chat window and voice input.

4. The enterprise financial AI question-answering system according to claim 1, characterized in that: It also includes a security and privacy protection module for implementing data encryption, access control and privacy policy functions; specifically, it is used to encrypt users' sensitive information, implement strict access control policies and formulate clear privacy policies.

5. The enterprise financial AI question-answering system according to claim 1, characterized in that: It also includes a continuous optimization and iteration module, which is used to collect user feedback, analyze and mine data, and update and iterate technology. Specifically, it collects user feedback through user surveys and satisfaction evaluations to understand system problems and improvement directions. It also uses data analysis technology to mine user behavior data and discover potential user needs and system optimization points. Pay attention to the latest developments in artificial intelligence technology, continuously update and optimize the system's algorithms and models, and improve the accuracy and efficiency of question and answering.

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