Automatic filling method and device of document report and document report filling system
By automatically filling document reports, using the automatic filling of data in databases and structured fields, the problems of large data volume and high error rate caused by manual entry are solved, and efficient and accurate report generation is achieved.
Patent Information
- Application Number
- CN202411822415.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-11
- Publication Date
- 2025-04-11
- Estimated Expiration
- 2044-12-11
AI Technical Summary
In the prior art, data filling of document reports depends on manual entry by business personnel, resulting in large amounts of data and prone to errors.
Provides an automatic filling method for document reports, realizing automatic filling of data by obtaining target fields and accessing databases according to their type (standardized fields or structured fields).
It reduces the manual workload during document circulation, reduces the risk of critical information entry errors, and improves the efficiency and accuracy of report generation.
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Figure CN119808734A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the technical field of document data management, and in particular to a method, device, computer program product and document report filling system for automatically filling in a document report. Background Art
[0002] In all aspects of corporate business, various documents are often required. Online processing and circulation of document reports is conducive to improving business process efficiency. Extracting the unchanged content in the document to form a template, and filling in the key data in the template to generate the final report is a widely used solution. However, the amount of data in corporate document circulation is huge, and business personnel often need to manually query and input data when filling in data. In addition to the huge workload of entering data in the template, there is also the risk of manual information entry errors. Summary of the invention
[0003] The main purpose of the present application is to provide a method, device, computer program product and document report filling system for automatically filling in a document report, so as to at least solve the problem in the prior art that document reports are manually entered by business personnel, which results in a huge data workload and is prone to errors.
[0004] In order to achieve the above-mentioned purpose, according to one aspect of the present application, a method for automatically filling in a document report is provided, comprising: obtaining a target field; when the type of the target field is a standardized field, accessing a database and obtaining data from the database, and filling the extracted data into an extraction target field at a target location; when the type of the target field is a structured field, filling the data of the target field of a first document into a return target field of a second document and displaying the result, wherein the first document and the second document are different documents.
[0005] Optionally, before obtaining the target field, the method also includes: obtaining a target document, wherein the target document is the first document or the second document; receiving a first predetermined operation, wherein the first predetermined operation is an operation to adjust the content of the target document, the first predetermined operation includes at least one or more of adding, deleting, modifying and querying, and the content of the target document includes one or more of text content, pictures, headers and footers, and tables; in response to the first predetermined operation, adjusting the content of the target document.
[0006] Optionally, before obtaining the target field, the method also includes: receiving a second predetermined operation, wherein the second predetermined operation is an operation of binding a business interface, the business interface is an interface between a business system and the database, wherein the business system includes at least the first document and / or the second document; in response to the second predetermined operation, binding the business interface between the business system and the database.
[0007] Optionally, before acquiring the target field, the method further includes: performing configuration processing on the type of the target field.
[0008] Optionally, the type of the target field is configured, including: receiving a third predetermined operation, wherein the third predetermined operation is an operation to configure the type of the target field as a standardized field, and the target field of the standardized field is a universal field; in response to the third predetermined operation, the type of the target field is configured as the standardized field.
[0009] Optionally, the type of the target field is configured, including: receiving a fourth predetermined operation, wherein the fourth predetermined operation is an operation to configure the type of the target field as a structured field, and the target field of the structured field is a customized personalized field; in response to the fourth predetermined operation, the type of the target field is configured as the structured field.
[0010] Optionally, after filling the extracted data into the extraction target field of the target location, or after filling the data of the target field of the first document into the return target field of the second document and displaying it, the method also includes: generating a business report based on the document with the fields filled with data; and displaying the business report in the display interface.
[0011] According to another aspect of the present application, there is provided an automatic filling device for a document report, comprising: a first acquisition unit, for acquiring a target field; an extraction unit, for accessing a database and acquiring data from the database when the type of the target field is a standardized field, and filling the extracted data into an extraction target field at a target location; and a display unit, for filling the data of the target field of a first document into a display target field of a second document and displaying the data when the type of the target field is a structured field, wherein the first document and the second document are different documents.
[0012] According to another aspect of the present application, a computer program product is provided, comprising a computer program, wherein when the computer program is executed by a processor, the computer program implements the steps of any one of the methods for automatically filling in a document report.
[0013] According to another aspect of the present application, a document report filling system is provided, comprising: one or more processors, a memory, and one or more programs, wherein the one or more programs are stored in the memory and are configured to be executed by the one or more processors, and the one or more programs include a method for automatically filling in any one of the document reports.
[0014] By applying the technical solution of the present application, document reports can be configured according to the type of fields, data can be automatically filled in, standardized fields can be extracted and displayed, and structured fields can be displayed. This can reduce the manual workload in the document circulation process and effectively avoid the risk of errors in entering key information. BRIEF DESCRIPTION OF THE DRAWINGS
[0015] The drawings constituting part of the present application are used to provide a further understanding of the present application. The exemplary embodiments and descriptions of the present application are used to explain the present application and do not constitute an improper limitation on the present application. In the drawings:
[0016] Figure 1 A hardware structure block diagram of a mobile terminal for executing an automatic filling method of a document report provided in an embodiment of the present application is shown;
[0017] Figure 2 A schematic flow chart of an automatic filling method of a document report provided according to an embodiment of the present application is shown;
[0018] Figure 3 A schematic diagram showing all functional descriptions of this solution;
[0019] Figure 4 A schematic diagram showing the configuration of a standardized field;
[0020] Figure 5 A first schematic diagram showing the configuration of a structured field;
[0021] Figure 6 a second schematic diagram showing the configuration of structured fields;
[0022] Figure 7 A schematic diagram showing the process of generating a report;
[0023] Figure 8 A structural block diagram of an automatic filling device for a document report provided according to an embodiment of the present application is shown.
[0024] The above drawings include the following reference numerals:
[0025] 102, processor; 104, memory; 106, transmission device; 108, input and output devices. DETAILED DESCRIPTION
[0026] It should be noted that, in the absence of conflict, the embodiments and features in the embodiments of the present application can be combined with each other. The present application will be described in detail below with reference to the accompanying drawings and in combination with the embodiments.
[0027] In order to enable those skilled in the art to better understand the solution of the present application, the technical solution in the embodiments of the present application will be clearly and completely described below in conjunction with the drawings in the embodiments of the present application. Obviously, the described embodiments are only part of the embodiments of the present application, not all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in this field without creative work should fall within the scope of protection of the present application.
[0028] It should be noted that the terms "first", "second", etc. in the specification and claims of the present application and the above-mentioned drawings are used to distinguish similar objects, and are not necessarily used to describe a specific order or sequential order. It should be understood that the data used in this way can be interchanged where appropriate, so that the embodiments of the present application described here. In addition, the terms "including" and "having" and any of their variations are intended to cover non-exclusive inclusions, for example, a process, method, system, product or device comprising a series of steps or units is not necessarily limited to those steps or units clearly listed, but may include other steps or units that are not clearly listed or inherent to these processes, methods, products or devices.
[0029] The various activities in the enterprise's operations involve a large number of document reports. The generation of reports is mainly formed by staff filling in relevant information in standard templates. The information filled in manually is mostly key information in the business process, with large data volume and high importance. Therefore, studying a report generation solution that can automatically fill in and display key data can effectively reduce manual workload, improve report generation efficiency, and avoid the risk of data entry errors. However, there are few solutions for automatically filling in key business data to generate reports.
[0030] As introduced in the background technology, in the prior art, document reports are manually entered by business personnel, which results in a huge workload and is prone to errors. To solve the above problems, the embodiments of the present application provide a method, device, computer program product and document report filling system for automatically filling in document reports.
[0031] The technical solutions in the embodiments of the present invention will be described clearly and completely below in conjunction with the accompanying drawings in the embodiments of the present invention.
[0032] The method embodiments provided in the embodiments of the present application can be executed in a mobile terminal, a computer terminal or a similar computing device. Taking running on a mobile terminal as an example, Figure 1 FIG. 1 is a hardware structure block diagram of a mobile terminal of an automatic filling method of a document report according to an embodiment of the present invention. Figure 1 As shown, the mobile terminal may include one or more ( Figure 1 Only one is shown in the figure) a processor 102 (the processor 102 may include but is not limited to a processing device such as a microprocessor MCU or a programmable logic device FPGA) and a memory 104 for storing data, wherein the mobile terminal may also include a transmission device 106 and an input / output device 108 for communication functions. It can be understood by those skilled in the art that Figure 1 The structure shown is only for illustration and does not limit the structure of the mobile terminal. Figure 1 More or fewer components as shown, or with Figure 1 Different configurations shown.
[0033] The memory 104 can be used to store computer programs, for example, software programs and modules of application software, such as the computer program corresponding to the display method of device information in the embodiment of the present invention. The processor 102 executes various functional applications and data processing by running the computer program stored in the memory 104, that is, the above method is implemented. The memory 104 may include a high-speed random access memory, and may also include a non-volatile memory, such as one or more magnetic storage devices, flash memory, or other non-volatile solid-state memory. In some examples, the memory 104 may further include a memory remotely arranged relative to the processor 102, and these remote memories can be connected to the mobile terminal via a network. Examples of the above-mentioned network include but are not limited to the Internet, an intranet, a local area network, a mobile communication network, and a combination thereof. The transmission device 106 is used to receive or send data via a network. The above-mentioned specific examples of the network may include a wireless network provided by a communication provider of the mobile terminal. In one example, the transmission device 106 includes a network adapter (Network Interface Controller, referred to as NIC), which can be connected to other network devices through a base station so as to communicate with the Internet. In one example, the transmission device 106 may be a radio frequency (RF) module, which is used to communicate with the Internet wirelessly.
[0034] In this embodiment, a method for automatically filling in a document report running on a mobile terminal, a computer terminal or a similar computing device is provided. It should be noted that the steps shown in the flowchart of the accompanying drawings can be executed in a computer system such as a set of computer executable instructions, and although a logical order is shown in the flowchart, in some cases, the steps shown or described can be executed in an order different from that shown here.
[0035] Figure 2 FIG. 1 is a flow chart of a method for automatically filling in a document report according to an embodiment of the present application. Figure 2 As shown, the method comprises the following steps:
[0036] Step S201, obtaining the target field;
[0037] Specifically, first identify and locate the field that needs to be filled with data specified by the user during the template editing process. This field can be any input box, table cell or other data-bearing element in the document. The acquisition of the target field can be achieved through user interface operations. For example, when the user is editing the template, he selects an input box or table cell by clicking the mouse or performing a specific operation. This operation is identified and marked as the target field that needs to be filled with data or displayed.
[0038] At the software level, this usually involves event monitoring in the user interface, such as using JavaScript's click or select events to capture the user's selection operation. Once the user selects a field, the target field is uniquely identified by specific identification or location information (such as the ID or location coordinates of an HTML element).
[0039] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0040] Specifically, when the target field is identified as a standardized field type, the database interface bound to the field is automatically accessed to extract the corresponding data from the database, and then the data is automatically filled into the target location specified by the user in the document, that is, the extraction target field. Standardized fields usually represent relatively fixed data that is shared between various processes in an enterprise. These data are connected to the database through a predefined interface to ensure the accuracy and consistency of the data.
[0041] The front end sends the information of the standardized fields to the back end. The back end queries the database interface bound to it through the business interface management module based on this information (such as the field number or name), and then executes the corresponding query statement to obtain data from the database. The obtained data is then returned to the front end through the interface, and finally the front end fills the data into the target field.
[0042] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0043] Specifically, when it is identified that the target field belongs to the structured field type, this means that the data is personalized data entered by a specific user at a specific point in time. These data are stored in the structured field database and are bound to the user and the document. At this time, the data bound to the structured field will be extracted from the first document (i.e. the document where the original data is entered), and then filled into the corresponding display position in the second document (i.e. the document currently being edited), thereby achieving rapid reuse and display of data. This feature is particularly suitable for the rapid generation of reports for different departments within the enterprise or at different points in time for the same department, avoiding the tedious work of repeated data entry.
[0044] Data extraction and filling of structured fields involves data transfer and storage between multiple documents. When a user edits and saves data bound to a structured field in the first document, the data is stored in the structured field database and bound to a specific user and document ID. When editing a second document, if the user chooses to use a structured field for data display, the structured field database will be queried based on the user and document ID to find the corresponding data, and then the data will be filled into the specified location of the second document through the front-end display interface.
[0045] Through this embodiment, for document reports, configuration can be performed according to the type of field, data can be automatically filled in, standardized fields can be extracted and displayed, and structured fields can be displayed. This can effectively avoid the risk of errors in entering key information while reducing the manual workload in the document circulation process.
[0046] Specifically, in various links of corporate business, it is often necessary to issue various documents. Online processing and circulation of document reports are conducive to improving the efficiency of business processes and are widely adopted. Extracting the unchanging content in the document to form a template, and filling in the key data in the template to generate the final report is a widely used solution. However, the amount of data in the circulation of corporate documents is huge, and there is data isolation in different processes. This leads to a huge workload for entering data into the template, and also has the risk of manual entry of information errors. Therefore, the application proposes a solution for rapid report generation based on data intensive management and template data extraction and display configuration, which intensively manages enterprise data, realizes automatic capture, display and reuse of key enterprise data in report files, and can effectively avoid the risk of errors in key information entry while reducing the manual workload in the document circulation process.
[0047] Specifically, this solution proposes a solution for rapid report generation based on data intensive management and template data extraction and display configuration. It can intensively manage the data in the enterprise document circulation process and automatically fill and capture report data to achieve data sharing. While reducing the manual workload in the document circulation process, it can effectively avoid the risk of errors in the entry of key information. The solution applied for according to the present invention can effectively improve the efficiency and accuracy of report generation.
[0048] Specifically, the main functions of this application are as follows: Figure 3 As shown, it includes template management, template editing, business interface management, business data management, business data template configuration, and report generation. Among them, template management and template editing are used to manage and edit template information; business interface management is used to manage business data interfaces; business data management is used to manage various key data in the enterprise; report generation is used to generate the final report document based on the template text content and data configuration information.
[0049] During the specific implementation process, before obtaining the target field, the method also includes the following steps: obtaining the target document, wherein the target document is the first document or the second document; receiving a first predetermined operation, wherein the first predetermined operation is an operation to adjust the content of the target document, and the first predetermined operation includes at least one or more of adding, deleting, modifying and querying, and the content of the target document includes one or more of text content, pictures, headers and footers, and tables; in response to the first predetermined operation, adjusting the content of the target document.
[0050] In this solution, the content of the document can also be configured, and comprehensive document editing functions can be implemented by receiving and responding to the first predetermined operation. Users can adjust the document content more flexibly and adjust the report format and content in time according to needs, thereby enhancing the adaptability and management efficiency of business processes.
[0051] Specifically, the above embodiment is the main implementation process of template management and template editing.
[0052] A template represents a set of standardized abstract documents that are associated with business data, document content, images and tables. Template management supports unified management of all templates, and supports adding, modifying, querying and deleting templates based on template attributes. Template attributes consist of four parts: template name (tempName), template ID (tempId), process name (processName), and template description (tempDecision). In addition, considering the phenomenon that templates have high similarity between enterprises, template management also supports the template copying function, which allows users to directly copy all text content, data configuration and other information within the template, thereby effectively reducing the manual workload of editing high-similarity templates.
[0053] Template editing supports users to edit template content in the template editor, including editing text content, setting headers and footers, and editing tables and images. Users can edit complete standard templates in template editing, and inject and extract key data based on business data configuration, and then quickly and accurately generate document reports in batches during report generation, greatly improving report generation efficiency.
[0054] Specifically, first, the document that the user is currently operating or wants to adjust needs to be obtained. This document can be the first document (original data entry document) or the second document (currently edited or data returned document) mentioned above. Obtaining the target document is the basis for subsequent adjustment operations, ensuring that the user command can be correctly executed on the specified document.
[0055] The first predetermined operation refers to a series of predetermined editing operations that users perform on the target document content, including adding, deleting, modifying, and querying. These operations cover all aspects of document editing, allowing users to comprehensively adjust document content to meet specific business needs or personal preferences. Adding operations can be adding new text paragraphs, pictures, headers, footers, or tables; deleting operations allow users to remove unnecessary document content; modifying operations allow users to change existing content, such as modifying text, replacing pictures, updating table data, etc.; querying operations help users find specific information in documents.
[0056] The content of the target document is adjusted in real time based on the first predetermined operation issued by the user. This means that whether it is adding, deleting, modifying or querying operations, it can respond immediately at the user interface level, updating the document view to reflect the user's changes, providing instant feedback and enhancing the user experience.
[0057] During the specific implementation process, before obtaining the target field, the method further includes the following steps: receiving a second predetermined operation, wherein the second predetermined operation is an operation for binding a business interface, and the business interface is an interface between the business system and the database, wherein the business system at least includes the first document and / or the second document; and in response to the second predetermined operation, binding the business interface between the business system and the database.
[0058] In this solution, the business data source (i.e., business system) is connected to the enterprise database through an interface. The interface stores data in categories according to process categories, interface properties, and other attributes. This achieves decoupling between documents and business data sources, business data sources and interfaces, and interfaces and databases, making data utilization traceable.
[0059] Specifically, this solution decouples the association between documents and data into three parts: documents and data fields, data fields and interfaces, and interfaces and databases. This enables a one-to-one match between the business data required by the document and the data in the database, and enables accurate data display.
[0060] Specifically, the above embodiment is the main implementation process of business interface management. Business interface management realizes data exchange between business system and database. Users can add, delete, modify and query business data interfaces. The attributes of business data interface are mainly three attributes: interface name (interfaceName), interface request address (interfaceUrl), and interface response field list (responseList). Business data interface is bound to the background interface for accessing the database one by one, and provides interface information for business data source management, thereby realizing accurate association between business data and database.
[0061] Specifically, this solution manages key data in different process reports in an intensive manner, and uses business interface management and business data source management to achieve decoupling between documents-business data source, business data source-interface, and interface-database, making data utilization traceable.
[0062] Specifically, this solution establishes business data interface management and business data source management to achieve decoupling between documents-business data source, business data source-interface, and interface-database, breaking down data silos and achieving intensive data management and data sharing.
[0063] Specifically, the second predetermined operation refers to a specific operation performed by a user or system administrator to establish a connection between the data in the business system and the database. The business interface is a bridge between the business system and the database, which defines the rules and methods for data interaction. The binding operation of the business interface is performed through the user interface, and the user can select or specify a business interface and associate it with a specific business data field or document template.
[0064] When an operation request for binding a business interface is received, the corresponding backend logic will be executed to establish a connection between the interface of the business system and the database, ensuring that data can be accurately transmitted between the two according to predefined rules.
[0065] By binding the business interface, data can be automatically extracted from the database and filled into the standardized field position specified in the report template, thereby realizing the rapid generation of reports and avoiding the tediousness and errors of manual data entry. The binding of business interfaces helps to achieve intensive management of data, uniformly store and manage data in different processes and business systems, break data silos, and improve data sharing and usage efficiency.
[0066] In a specific implementation process, before obtaining the target field, the method further includes the following steps: configuring the type of the target field.
[0067] In this solution, the type of the target field can also be configured and processed. Different types of target fields can be processed differently or in the same way, so as to better maintain the business target fields.
[0068] Specifically, the above embodiment is the main implementation process of business data management. In addition, the above embodiment can also implement business data template configuration.
[0069] Business data is abstracted into standardized fields and structured fields, both of which are commonly used business data in reports. Standardized fields represent inherent data written into the database based on the actual situation of the process. In addition, in the operation of the same process in the enterprise, different report documents often involve the same key data content, and this part of the content often changes with the actual situation. At this time, standardized fields cannot realize the display of such data. In this regard, this solution proposes to use structured fields to realize field capture and subsequent reuse of such data. So far, the business data in the report is summarized as standardized field data and structured field data, both of which are manifestations of commonly used data in reports. Correspondingly, business data management is divided into standardized field management and structured field management, which maintain standardized field database and structured field database respectively.
[0070] In some embodiments, the type of the above-mentioned target field is configured and processed, which can be specifically achieved through the following steps: receiving a third predetermined operation, wherein the above-mentioned third predetermined operation is an operation to configure the type of the above-mentioned target field as a standardized field, and the above-mentioned target field of the above-mentioned standardized field is a universal field; in response to the above-mentioned third predetermined operation, the above-mentioned type of the above-mentioned target field is configured as the above-mentioned standardized field.
[0071] In this solution, the standardized fields can also be configured, and the configuration function of the standardized fields can be realized by receiving and responding to the third predetermined operation, realizing the automatic mining, reuse and return display of key data, further ensuring the accuracy and availability of the report data, so that the document content can be accurately generated and the data can be accurately injected and reused when the report is generated. Specifically, through the standardized field return configuration operation, the key data used by the user is stored in the system in real time, which can help users quickly reuse data and further greatly reduce the workload of manual entry.
[0072] Specifically, the above embodiment is the main implementation process of standardized field management.
[0073] In standardized field management, standardized field attributes include standardized field number, standardized field name, standardized field description, standardized field classification, standardized field binding interface, and standardized field binding interface response field.
[0074] Among them, the standardized field number, name and description define the meaning and purpose of this standardized field; the process to which the standardized field belongs describes the process to which it belongs; the standardized field classification defines the category to which it belongs, which can help quickly locate the standardized field; the standardized field binding interface and the standardized field binding response field define the data specifically associated with this standardized field.
[0075] In standardized field management, system users can create, modify, query or delete standardized fields according to actual needs, and bind them to the backend service interface to achieve a one-to-one correspondence between standardized fields and enterprise data.
[0076] Specifically, the above embodiment can also be used for standardizing field return display configuration.
[0077] When a standardized field is created, it is directly associated with the enterprise's business data by binding the business data interface. Therefore, the business data corresponding to the standardized field is immutable and universal. When users edit documents, they can bind the configured standardized fields to key locations in the document.
[0078] The standardized field display configuration process is as follows Figure 4As shown, click the document input box or table cell, select "Bind standardized field display configuration" in the function menu bar, query the standardized field according to the properties such as the Chinese name of the standardized field, the classification of the standardized field, etc., bind the queried standardized field to the current input box or cell, and complete the configuration.
[0079] The input box controls or table cells in the document are generally the locations for filling in key data. Both the input box controls and table cells support the "bind standardized field" function. With this function, users can quickly locate the standardized fields that need to be bound by using the standardized field name, standardized field category and other properties, and bind them to the input box controls at the corresponding key locations, thereby realizing the display configuration of the report business data.
[0080] Specifically, the third predetermined operation refers to a configuration action in which a user specifies a field in a document template as a standardized field. The characteristics of standardized fields are that they represent data that is highly common and frequently reused in enterprise business processes. These data are used in multiple documents and processes, so defining them as standardized fields helps to achieve unified management and efficient reuse of data.
[0081] When receiving the user's operation to configure the target field type as a standardized field, the relevant configuration will be updated in the backend to associate the field with the standardized data field stored in the database. This usually involves creating or updating the record of the standardized field in the business data management module, including the number, name, description, classification and other information of the standardized field, and binding this information to the target field. Through this binding, it can be ensured that when generating a report, the correct standardized data is automatically extracted from the database and filled into the corresponding position of the document.
[0082] The configuration of standardized fields allows the same type of data to be reused in different business processes and documents, greatly reducing the workload of manually entering the same data and improving the efficiency of data processing. The data of all standardized fields comes from a unified data source, namely the enterprise database, which ensures the consistency of the same type of data in different documents and avoids confusion and errors caused by manually entering different versions of data. By configuring standardized fields, data in the database can be automatically identified and matched according to predefined rules and field types, achieving accurate data filling, reducing data error rates, and improving the accuracy and credibility of reports.
[0083] In some embodiments, the type of the target field is configured, which can be specifically achieved through the following steps: receiving a fourth predetermined operation, wherein the fourth predetermined operation is an operation to configure the type of the target field as a structured field, and the target field of the structured field is a customized personalized field; in response to the fourth predetermined operation, the type of the target field is configured as the structured field.
[0084] In this solution, the structured fields can also be configured, and the configuration function of the structured fields can be realized by receiving and responding to the fourth predetermined operation, realizing the automatic mining, reuse and return display of key data, further ensuring the accuracy and availability of the report data, so that the document content can be accurately generated and the data can be accurately injected and reused when the report is generated. Specifically, through the structured field extraction and return display configuration operation, the key data used by the user is stored in the system in real time, which can help users quickly reuse data and further significantly reduce the workload of manual entry.
[0085] Specifically, the above embodiment is the main implementation process of structured field management.
[0086] Structured field attributes include five major attributes: structured field number, structured field name, structured field description, structured field classification, structured field storage data, and structured field owner. Among them, the number, name, and description of the structured field represent the basic information of the structured field. The structured field classification represents the process to which the field belongs. The structured field storage data and the structured field owner represent the data stored in the structured field, its source, and the data information automatically extracted when the report document is generated based on the structured field information configured by the user.
[0087] In structured field management, users can add, delete, modify and query structured fields according to actual needs, and bind structured fields to input business data during template editing, thereby realizing automatic collection and display of business data.
[0088] Specifically, the above embodiment can also be used for structured field extraction and return display configuration.
[0089] When a structured field is created, it is not directly bound to business data. The business data it contains is bound by the user when editing the document by entering business-related data. Therefore, the data in the structured field is variable. Through structured fields, users can quickly realize the accurate reuse of existing business data configurations. The structured field extraction and display configuration is divided into two parts: structured field extraction configuration and structured field display configuration.
[0090] Structured field extraction configuration such as Figure 5As shown, click the document input box or table cell, select "Bind structured field extraction configuration" in the function menu bar, query the structured field according to the Chinese name of the structured field, structured field classification and other properties, bind the structured field to the current input box or cell, and complete the structured field extraction configuration.
[0091] Structured fields use templates as the classification dimension, reflecting the reuse of personalized data between templates of different categories. During the template editing process, users can enter personal business-related data in key locations and bind them to the defined structured fields. Users configure the structured field extraction operation in the settings interface by selecting key data. In the operation interface, users can quickly locate the structured fields that need to be bound through the structured field name, category and other information. This enables the binding of user personalized content with structured fields. Subsequently, in the report generation system, the system will inject data into the structured field based on the structured bound data content or standardized field configuration.
[0092] The structured field display configuration is as follows Figure 6 As shown, click the document input box or table cell, select "Bind structured field display configuration" in the function menu bar, query the structured field according to the Chinese name of the structured field, structured field classification and other properties, bind the queried structured field to the current input box or cell, and complete the configuration.
[0093] The data of the structured field is derived from the data configured for structured field extraction, and the structured field and the business data it extracts are associated only after the report is generated. After that, the user can quickly display the extracted data in the document by binding the structured field display configuration, greatly reducing the workload of repeatedly configuring standardized fields. Specifically, the user can extract and bind structured fields at key locations (input boxes or table cells) in a document, and then at key locations in another document, by setting "bind structured field display", quickly locate the structured fields that need to be displayed and bound through the structured field name and category, thereby achieving accurate and rapid reuse of business data.
[0094] The above configuration processing scheme for the target field, during the template configuration process, realizes automatic mining, reuse and display of key data by configuring standardized field display, structured field extraction, and structured field display, effectively ensuring the accuracy and availability of report data.
[0095] Specifically, this solution establishes a standardized field data warehouse and a structured field warehouse, and in the template configuration process, by configuring structured field extraction, obtains user personalization and stores it in the database, thereby realizing real-time updating and adaptation of business data.
[0096] Specifically, the fourth predetermined operation refers to a configuration action in which a user defines a field in a document template as a structured field. The characteristic of structured fields is that they carry user-defined and personalized data, which may only appear in specific situations or have different meanings and contents in different business processes, and therefore are not suitable for unified management as standardized fields. By configuring the target field as a structured field, users can flexibly enter and save specific data according to current business needs or personal preferences.
[0097] When a user's structured field configuration operation on a target field is detected, a record of the structured field is created or updated in the back-end business data management module. This involves storing the structured field number, name, description, classification, and associated data and user information. After configuring the structured fields, these fields are identified, allowing users to enter personalized data when editing reports, and ensuring that this data can be captured, stored, and subsequently reused by the system, enhancing the flexibility and personalization capabilities of data processing.
[0098] Structured field configuration allows users to enter and save data specific to the current business process or personal needs. This data can be any information required in the template but not in the scope of standardized fields, which improves the personalization of report generation. The structured field data entered by the user during a report edit can be captured and stored by the system. When similar reports are generated later, this data can be automatically filled in, reducing the workload of repeated input and improving efficiency. The data in the structured fields can be changed at any time, and users can adjust it according to the latest business situation or personal preferences. The system can capture these changes in real time to ensure the timeliness and accuracy of the data in the report.
[0099] In some embodiments, after filling the extracted data into the extraction target field of the target location, or after filling the data of the above target field of the first document into the return target field of the second document and displaying it, the above method also includes the following steps: generating a business report based on the document with the fields filled with data; and displaying the above business report in the display interface.
[0100] In this solution, business reports can be automatically generated based on fields that have been filled with data, so that the business reports can be used for business circulation. Of course, the business reports can also be displayed in the display interface for staff to view in a timely manner.
[0101] Specifically, the main process of the report generation function is as follows Figure 7As shown, according to the configured template document, read all standardized field configurations and structured field display configurations, query the database data according to the standardized field binding interface, return the data to the binding location, bind the data according to the standardized field, return the data to the binding location, generate a report, and bind the data to the structured field according to the read structured field display configuration.
[0102] The main function of report generation is to generate the final report based on the edited template document content and the configured business data association. When the report is generated, it will first extract the configuration based on the bound structured field, and inject the data in the key position into the corresponding structured structured field for later use. Subsequently, the system will traverse all the standardized field return configurations and structured field return configurations in the document, and inject the data represented by the field into the key position in the document to form a final report for business circulation.
[0103] Specifically, when generating a report, by configuring the automatic display of business data in the template, the standard text information and key information in the report content can be automatically filled in, which can effectively improve the efficiency of report generation and effectively avoid the risks of errors caused by manual information entry.
[0104] In summary, this application proposes a rapid report generation solution based on data intensive management and template data extraction and display configuration. The template configuration process is divided into two parts: standard document writing, business data management, and template data extraction and display configuration. In the process of standard document writing, the text content is generated according to the prescribed format, and then the data extraction and display are configured in the template according to the intensively managed enterprise data interface, and finally the accurate generation of document content and the precise injection and reuse of data are achieved when generating the report. While reducing the manual workload in the document circulation process, the risk of errors in the entry of key information can be effectively avoided.
[0105] In summary, the circulation of standardized report documents plays an important role in the production and operation of an enterprise. Filling in key information on a pre-written template to generate a final report document is a widely adopted solution. However, this type of solution requires manual filling of key information, which has the disadvantages of large workload, low efficiency, and high error rate. In this regard, the present application proposes a solution for rapid report generation based on intensive data management and template data extraction and display configuration. Intensive management of data in the production process, realization of data sharing and automatic and accurate filling between different processes, and significant reduction of manual workload can effectively improve document circulation efficiency and avoid the risks caused by manual information entry errors.
[0106] The embodiment of the present application also provides an automatic filling device for a document report. It should be noted that the automatic filling device for a document report of the embodiment of the present application can be used to execute the automatic filling method for a document report provided by the embodiment of the present application. The device is used to implement the above-mentioned embodiments and preferred implementation modes, and the descriptions thereof will not be repeated. As used below, the term "module" can implement a combination of software and / or hardware of a predetermined function. Although the device described in the following embodiments is preferably implemented in software, the implementation of hardware, or a combination of software and hardware, is also possible and conceived.
[0107] The following is an introduction to the automatic filling device for document reports provided in an embodiment of the present application.
[0108] Figure 8 is a structural block diagram of an automatic filling device for a document report according to an embodiment of the present application. Figure 8 As shown, the device comprises:
[0109] A first acquisition unit 10, used to acquire a target field;
[0110] The extraction unit 20 is used to access the database and obtain data from the database when the type of the target field is a standardized field, and fill the extracted data into the extraction target field at the target position;
[0111] The return display unit 30 is used to fill the data of the target field of the first document into the return display target field of the second document and display it when the type of the target field is a structured field, wherein the first document and the second document are different documents.
[0112] Through this embodiment, for document reports, configuration can be performed according to the type of field, data can be automatically filled in, standardized fields can be extracted and displayed, and structured fields can be displayed. This can effectively avoid the risk of errors in entering key information while reducing the manual workload in the document circulation process.
[0113] During the specific implementation process, the above-mentioned device also includes a second acquisition unit, a first receiving unit and a first response unit. The first receiving unit is used to receive a first predetermined operation before acquiring the target field, wherein the above-mentioned first predetermined operation is an operation to adjust the content of the above-mentioned target document, and the above-mentioned first predetermined operation includes at least one or more of addition, deletion, modification and query. The above-mentioned content of the above-mentioned target document includes one or more of text content, pictures, headers and footers and tables. The first response unit is used to adjust the above-mentioned content of the above-mentioned target document in response to the above-mentioned first predetermined operation.
[0114] In this solution, the content of the document can also be configured, and comprehensive document editing functions can be implemented by receiving and responding to the first predetermined operation. Users can adjust the document content more flexibly and adjust the report format and content in time according to needs, thereby enhancing the adaptability and management efficiency of business processes.
[0115] During the specific implementation process, the above-mentioned device also includes a second receiving unit and a second response unit, and the second receiving unit is used to receive a second predetermined operation before obtaining the target field, wherein the above-mentioned second predetermined operation is an operation for binding a business interface, and the above-mentioned business interface is an interface between the business system and the above-mentioned database, wherein the above-mentioned business system at least includes the above-mentioned first document and / or the above-mentioned second document; the second response unit is used to bind the business interface between the above-mentioned business system and the above-mentioned database in response to the above-mentioned second predetermined operation.
[0116] In this solution, the business data source (i.e., business system) is connected to the enterprise database through an interface. The interface stores data in categories according to process categories, interface properties, and other attributes. This achieves decoupling between documents and business data sources, business data sources and interfaces, and interfaces and databases, making data utilization traceable.
[0117] In a specific implementation process, the above-mentioned device further includes a configuration unit, and the configuration unit is used to perform configuration processing on the type of the above-mentioned target field before acquiring the target field.
[0118] In this solution, the type of the target field can also be configured and processed. Different types of target fields can be processed differently or in the same way, so as to better maintain the business target fields.
[0119] In some embodiments, the configuration unit includes a first receiving module and a first response module, the first receiving module is used to receive a third predetermined operation, wherein the third predetermined operation is an operation of configuring the type of the target field as a standardized field, and the target field of the standardized field is a universal field; the first response module is used to configure the type of the target field as the standardized field in response to the third predetermined operation.
[0120] In this solution, the standardized fields can also be configured, and the configuration function of the standardized fields can be realized by receiving and responding to the third predetermined operation, realizing the automatic mining, reuse and return display of key data, further ensuring the accuracy and availability of the report data, so that the document content can be accurately generated and the data can be accurately injected and reused when the report is generated. Specifically, through the standardized field return configuration operation, the key data used by the user is stored in the system in real time, which can help users quickly reuse data and further greatly reduce the workload of manual entry.
[0121] In some embodiments, the configuration unit includes a second receiving module and a second response module, the second receiving module is used to receive a fourth predetermined operation, wherein the fourth predetermined operation is an operation to configure the type of the target field as a structured field, and the target field of the structured field is a customized and personalized field; the second response module is used to respond to the fourth predetermined operation and configure the type of the target field as the structured field. In this scheme, the structured field can also be configured, and the function of configuring the structured field can be realized by receiving and responding to the fourth predetermined operation, so as to realize the automatic mining, reuse and return display of key data, and further ensure the accuracy and availability of the report data, so as to finally realize the accurate generation of document content and the precise injection and reuse of data when generating the report. Specifically, through the structured field extraction and return display configuration operation, the key data used by the user is stored in the system in real time, which can help users quickly reuse data and further greatly reduce the workload of manual entry.
[0122] In some embodiments, the above-mentioned device also includes a generation unit and a display unit. The generation unit is used to fill the extracted data into the extraction target field of the target location, or, after filling the data of the above-mentioned target field of the first document into the return target field of the second document and displaying it, generate a business report based on the document with the field filled with data; and display the above-mentioned business report in the display interface.
[0123] In this solution, business reports can be automatically generated based on fields that have been filled with data, so that the business reports can be used for business circulation. Of course, the business reports can also be displayed in the display interface for staff to view in a timely manner.
[0124] The automatic filling device of the document report includes a processor and a memory. The first acquisition unit, the second acquisition unit, the search unit and the filling unit are stored in the memory as program units, and the processor executes the program units stored in the memory to implement corresponding functions. The modules are all located in the same processor; or, the modules are located in different processors in any combination.
[0125] The processor includes a kernel, which retrieves the corresponding program unit from the memory. One or more kernels can be set, and the kernel parameters can be adjusted to solve the problem that the document report in the prior art is manually input by business personnel, which has a huge data workload and is prone to errors.
[0126] The memory may include non-permanent memory in a computer-readable medium, random access memory (RAM) and / or non-volatile memory, such as read-only memory (ROM) or flash RAM, and the memory includes at least one memory chip.
[0127] An embodiment of the present invention provides a computer-readable storage medium, wherein the computer-readable storage medium includes a stored program, wherein when the program is executed, the device where the computer-readable storage medium is located is controlled to execute the automatic filling method of the document report.
[0128] Specifically, the automatic filling method of the document report includes:
[0129] Step S201, obtaining the target field;
[0130] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0131] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0132] An embodiment of the present invention provides a processor, and the processor is used to run a program, wherein the program executes the automatic filling method of the document report when running.
[0133] Specifically, the automatic filling method of the document report includes:
[0134] Step S201, obtaining the target field;
[0135] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0136] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0137] An embodiment of the present invention provides a device, the device including a processor, a memory, and a program stored in the memory and executable on the processor, and when the processor executes the program, at least the following steps are implemented:
[0138] Specifically, the automatic filling method of the document report includes:
[0139] Step S201, obtaining the target field;
[0140] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0141] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0142] The devices in this article can be servers, PCs, PADs, mobile phones, etc.
[0143] A computer program product includes a non-volatile computer-readable storage medium, wherein the non-volatile computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the steps of the above method in each embodiment of the present application are implemented:
[0144] Specifically, the automatic filling method of the document report includes:
[0145] Step S201, obtaining the target field;
[0146] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0147] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0148] The present application also provides a document report filling system, comprising one or more processors, a memory, and one or more programs, wherein the one or more programs are stored in the memory and are configured to be executed by the one or more processors, and the one or more programs include a method for automatically filling in any one of the above-mentioned document reports.
[0149] Specifically, the automatic filling method of the document report includes:
[0150] Step S201, obtaining the target field;
[0151] Step S202, when the type of the target field is a standardized field, access a database, obtain data from the database, and fill the extracted data into the extraction target field at the target position;
[0152] Step S203, when the type of the target field is a structured field, fill the data of the target field of the first document into the return target field of the second document and display it, wherein the first document and the second document are different documents.
[0153] Obviously, those skilled in the art should understand that the above modules or steps of the present invention can be implemented by a general computing device, they can be concentrated on a single computing device, or distributed on a network composed of multiple computing devices, they can be implemented by a program code executable by a computing device, so that they can be stored in a storage device and executed by the computing device, and in some cases, the steps shown or described can be executed in a different order than here, or they can be made into individual integrated circuit modules, or multiple modules or steps therein can be made into a single integrated circuit module for implementation. Thus, the present invention is not limited to any specific combination of hardware and software.
[0154] Those skilled in the art will appreciate that the embodiments of the present application may be provided as methods, systems, or computer program products. Therefore, the present application may adopt the form of a complete hardware embodiment, a complete software embodiment, or an embodiment in combination with software and hardware. Moreover, the present application may adopt the form of a computer program product implemented in one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) that include computer-usable program code.
[0155] The present application is described with reference to the flowcharts and / or block diagrams of the methods, devices (systems), and computer program products according to the embodiments of the present application. It should be understood that each process and / or box in the flowchart and / or block diagram, as well as the combination of the processes and / or boxes in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing device to generate a machine, so that the instructions executed by the processor of the computer or other programmable data processing device generate instructions for implementing the processes in the flowchart and / or block diagram. Figure 1 A process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.
[0156] These computer program instructions may also be stored in a computer-readable memory capable of directing a computer or other programmable data processing device to operate in a specific manner, so that the instructions stored in the computer-readable memory produce an article of manufacture including an instruction device, which implements the process Figure 1 A process or multiple processes and / or boxes Figure 1 A function specified in one or more boxes.
[0157] These computer program instructions can also be loaded onto a computer or other programmable data processing device so that a series of operating steps are executed on the computer or other programmable device to produce a computer-implemented process, thereby providing instructions for implementing the process. Figure 1 A process or multiple processes and / or boxes Figure 1 The steps for the functions specified in one or more boxes.
[0158] In a typical configuration, a computing device includes one or more processors (CPU), input / output interfaces, network interfaces, and memory.
[0159] The memory may include non-permanent memory in a computer-readable medium, random access memory (RAM) and / or non-volatile memory in the form of read-only memory (ROM) or flash RAM. The memory is an example of a computer-readable medium.
[0160] Computer readable media include permanent and non-permanent, removable and non-removable media that can be implemented by any method or technology to store information. Information can be computer readable instructions, data structures, program modules or other data. Examples of computer storage media include, but are not limited to, phase change memory (PRAM), static random access memory (SRAM), dynamic random access memory (DRAM), other types of random access memory (RAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), flash memory or other memory technology, compact disk read-only memory (CD-ROM), digital versatile disk (DVD) or other optical storage, magnetic cassettes, magnetic disk storage or other magnetic storage devices or any other non-transmission media that can be used to store information that can be accessed by a computing device. As defined herein, computer readable media does not include temporary computer readable media (transitory media), such as modulated data signals and carrier waves.
[0161] It should also be noted that the terms "include", "comprises" or any other variations thereof are intended to cover non-exclusive inclusion, so that a process, method, commodity 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, commodity or device. In the absence of more restrictions, the elements defined by the sentence "comprises a ..." do not exclude the existence of other identical elements in the process, method, commodity or device including the elements.
[0162] From the above description, it can be seen that the above embodiments of the present application achieve the following technical effects:
[0163] 1) The automatic filling method of the document report of the present application can be configured according to the type of field, and the data can be automatically filled in. The standardized fields can be extracted and displayed, and the structured fields can be displayed. This can reduce the manual workload in the document circulation process and effectively avoid the risk of errors in the entry of key information.
[0164] 2) The automatic filling device of the document report of the present application can be configured according to the type of field, and the data can be automatically filled in. Standardized fields can be extracted and displayed, and structured fields can be displayed. This can reduce the manual workload in the document circulation process and effectively avoid the risk of errors in entering key information.
[0165] The above description is only the preferred embodiment of the present application and is not intended to limit the present application. For those skilled in the art, the present application may have various modifications and variations. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present application shall be included in the protection scope of the present application.
Claims
1. A method for automatically filling in a document report, characterized in that: include: Get the target field; In the case where the type of the target field is a standardized field, accessing a database, acquiring data from the database, and filling the extracted data into an extraction target field at a target location; In the case where the type of the target field is a structured field, the data of the target field of the first document is filled into the return target field of the second document and displayed, wherein the first document and the second document are different documents.
2. The method according to claim 1, characterized in that Before obtaining the target field, the method further includes: Acquire a target document, wherein the target document is the first document or the second document; Receiving a first predetermined operation, wherein the first predetermined operation is an operation of adjusting the content of the target document, the first predetermined operation includes at least one or more of adding, deleting, modifying and querying, and the content of the target document includes one or more of text content, pictures, headers and footers, and tables; In response to the first predetermined operation, the content of the target document is adjusted.
3. The method according to claim 1, characterized in that Before obtaining the target field, the method further includes: receiving a second predetermined operation, wherein the second predetermined operation is an operation of binding a business interface, the business interface is an interface between a business system and the database, wherein the business system includes at least the first document and / or the second document; In response to the second predetermined operation, a business interface between the business system and the database is bound.
4. The method according to claim 1, characterized in that Before obtaining the target field, the method further includes: The type of the target field is configured.
5. The method according to claim 4, characterized in that The type of the target field is configured, including: receiving a third predetermined operation, wherein the third predetermined operation is an operation of configuring the type of the target field to be a standardized field, and the target field of the standardized field is a universal field; In response to the third predetermined operation, the type of the target field is configured as the standardized field.
6. The method according to claim 4, characterized in that The type of the target field is configured, including: receiving a fourth predetermined operation, wherein the fourth predetermined operation is an operation of configuring the type of the target field to be a structured field, and the target field of the structured field is a custom personalized field; In response to the fourth predetermined operation, the type of the target field is configured as the structured field.
7. The method according to any one of claims 1 to 6, characterized in that: In filling the extracted data into the extraction target field of the target location, or, in filling the data of the target field of the first document, After filling in the return target field of the second document and displaying it, the method further includes: Generate business reports from documents with fields populated with data; The business report is displayed in a display interface.
8. An automatic filling device for document reports, characterized in that: include: A first acquisition unit, used for acquiring a target field; An extraction unit, configured to access a database and obtain data from the database when the type of the target field is a standardized field, and fill the extracted data into an extraction target field at a target position; A return display unit is used to fill the data of the target field of the first document into the return display target field of the second document and display it when the type of the target field is a structured field, wherein the first document and the second document are different documents.
9. A computer program product, comprising a computer program, characterized in that When the computer program is executed by a processor, the steps of the method for automatically filling in a document report according to any one of claims 1 to 7 are implemented.
10. A document report filling system, characterized in that: include: One or more processors, a memory, and one or more programs, wherein the one or more programs are stored in the memory and are configured to be executed by the one or more processors, and the one or more programs include a method for automatically filling in a document report as described in any one of claims 1 to 7.
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