Intelligent filling method and device based on expense reimbursement service

Through the intelligent filling method, the type of filling form and the information of the person in charge are used to automatically match and fill in the expense reimbursement documents, which solves the problems of cumbersome and inefficient traditional filling, and achieves fast and accurate expense reimbursement processing.

CN119830874APending Publication Date: 2025-04-15SHENHUA INFORMATION TECH CO LTD +1
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Patent Information

Application Number
CN202411892835.2
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-20
Publication Date
2025-04-15

AI Technical Summary

Technical Problem

The traditional expense reimbursement process is cumbersome and inefficient, and it is prone to filling out errors, resulting in accuracy and efficiency issues.

Method used

By obtaining the type of the report form and the information of the person in charge, matching the report model and automatically filling it out, and combining the guided form filling model to gradually obtain the required information, realizing a quick and intelligent form filling for expense reimbursement business.

Benefits of technology

It reduces the workload of filling out reports by the person in charge, improves the accuracy and work efficiency of expense reimbursement, and avoids the error problem of manual reporting.

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Abstract

The invention provides an intelligent filling method and device based on expense reimbursement business, and belongs to the technical field of data processing. The intelligent filling and reporting method based on the expense reimbursement service comprises the steps of obtaining a filling and reporting form type, and performing matching in a preset filling and reporting form model set based on the filling and reporting form type to obtain a filling and reporting model; the method comprises the following steps: acquiring information of a manager, and performing data analysis on basic information of a preset historical document based on the information of the manager to obtain a similar document; based on the similar receipts, performing automatic filling on the filling model to obtain an initial filling model; and sequentially acquiring information required by each step in the initial filling model according to a guide type filling mode to obtain filled document information. Through analysis and reference of historical documents, automatic collection, arrangement and filling of data are realized, rapid and intelligent filling of expense reimbursement business can be realized, filling workload of an operator is reduced, and expense reimbursement accuracy and working efficiency of the operator are greatly improved.
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Description

Technical Field

[0001] The present invention relates to the field of data processing technology, and in particular to an intelligent reporting method based on expense reimbursement business, an intelligent reporting device based on expense reimbursement business, a machine-readable storage medium and an electronic device. Background Art

[0002] With the continuous improvement of corporate financial management level, expense reimbursement business, as an important part of financial management, has received more and more attention from companies.

[0003] However, the traditional expense reimbursement process is cumbersome and inefficient, and is prone to reporting errors. Therefore, how to improve the accuracy and efficiency of expense reimbursement has become a problem that needs to be solved urgently. Summary of the invention

[0004] The purpose of the embodiments of the present invention is to provide an intelligent reporting method based on expense reimbursement business, an intelligent reporting device based on expense reimbursement business, a machine-readable storage medium and an electronic device. The intelligent reporting method based on expense reimbursement business can realize fast and intelligent filling of expense reimbursement business, reduce the workload of the person in charge of filling out the report, and greatly improve the accuracy and work efficiency of the person in charge of expense reimbursement.

[0005] In order to achieve the above-mentioned purpose, the first aspect of the present application provides an intelligent reporting method based on expense reimbursement business, comprising:

[0006] Obtaining a reporting form type, and matching the reporting form type with a preset reporting form model set to obtain a reporting model;

[0007] Obtaining information of the person in charge, and based on the information of the person in charge, performing data analysis on basic information of preset historical documents to obtain similar documents;

[0008] Based on the similar documents, the reporting model is automatically reported to obtain an initial reporting model;

[0009] According to the guided form filling mode, the information required for each step in the initial filling model is obtained in sequence to obtain the filled-in document information.

[0010] In the embodiment of the present application, the obtaining of the information of the person in charge includes:

[0011] Obtain information about the person filling out the form and company;

[0012] Generate a personal business card based on the applicant information and company information, and display the personal business card to the user;

[0013] Obtain the updated information of the personal business card and obtain the information of the person in charge.

[0014] In the embodiment of the present application, the filling model is a reimbursement form model;

[0015] The automatically filling in the reporting model based on the similar documents to obtain the initial reporting model includes:

[0016] Extract the reimbursement person and payment type information from the similar documents;

[0017] The reimbursement person and payment type information are filled into the reimbursement form model to obtain an initial filling model.

[0018] In the embodiment of the present application, the reporting model is a settlement form model;

[0019] Based on the information of the handler, data analysis is performed on the basic information of the preset historical documents to obtain similar documents, including:

[0020] Based on the information of the handler, determine to obtain a similar demand list, and display the similar demand list to the user, wherein the similar demand list includes information of multiple suppliers;

[0021] Get the supplier information selected by the user;

[0022] Based on the information of the handler and the information of the supplier selected by the user, data analysis is performed on the basic information of the preset historical documents to obtain similar documents.

[0023] In the embodiment of the present application, the automatic filling of the filling model based on the similar documents to obtain the initial filling model includes:

[0024] Extract the supplier's bank information and legal contract information from the similar documents;

[0025] The supplier's bank information and legal contract information are filled into the settlement form model to obtain an initial filling model.

[0026] In the embodiment of the present application, the information required for each step in the initial filling model is sequentially obtained according to the guided filling mode to obtain the filled-in document information, including:

[0027] Based on the current step of the initial reporting model, generating first prompt information and displaying it to the user, wherein the current step of the initial reporting model is adding an expense item;

[0028] Obtaining expense item details, and adding the expense item details to the initial reporting model;

[0029] Based on the next step of the initial reporting model, a second prompt message is generated and displayed to the user, wherein the next step of the initial reporting model is to add and confirm the payment amount and payment method;

[0030] The payment amount and payment method confirmation information are obtained, and the payment amount and payment method confirmation information are added to the initial reporting model to obtain the reported document information.

[0031] In the embodiment of the present application, after obtaining the payment amount and payment method confirmation information and adding the payment amount and payment method confirmation information to the initial reporting model, it also includes:

[0032] Based on the next step of the initial reporting model, generating third prompt information and displaying it to the user, wherein the next step of the initial reporting model is to associate related documents;

[0033] Relevant document information is obtained, and the relevant document information is associated with the initial reporting model.

[0034] The second aspect of the present application is an intelligent reporting device based on expense reimbursement business, comprising:

[0035] A first acquisition module is used to acquire a reporting form type, and based on the reporting form type, match the pre-set reporting form model set to obtain a reporting model;

[0036] The second acquisition module is used to acquire the information of the handler, and based on the information of the handler, perform data analysis on the basic information of the preset historical documents to obtain similar documents;

[0037] A first reporting module, used for automatically reporting the reporting model based on the similar documents to obtain an initial reporting model;

[0038] The second filling module is used to sequentially obtain the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information.

[0039] A third aspect of the present application provides an electronic device, the electronic device comprising:

[0040] at least one processor;

[0041] a memory connected to the at least one processor;

[0042] The memory stores instructions that can be executed by the at least one processor, and the at least one processor implements the above-mentioned intelligent reporting method based on expense reimbursement business by executing the instructions stored in the memory.

[0043] A fourth aspect of the present application provides a machine-readable storage medium having instructions stored thereon, which, when executed by a processor, configures the processor to execute the above-mentioned intelligent reporting method based on expense reimbursement business.

[0044] Through the above technical scheme, by obtaining the type of the filling form, and based on the filling form type, matching in the preset filling form model set, obtaining the filling model; obtaining the information of the person in charge, and based on the information of the person in charge, performing data analysis on the basic information of the preset historical documents to obtain similar documents; based on the similar documents, automatically filling in the filling model to obtain the initial filling model; according to the guided filling mode, sequentially obtaining the information required for each step in the initial filling model to obtain the filled document information. By analyzing and quoting historical documents, automatic collection, sorting and filling of data can be achieved, which can realize the fast and intelligent filling of expense reimbursement business, reduce the workload of the person in charge of filling, and greatly improve the accuracy and work efficiency of the person in charge of expense reimbursement. By extracting key information from historical documents and automatically filling it into the filling model, it is avoided that business personnel learn financial knowledge across majors during the filling process, reduce the error rate, and improve the accuracy of documents and the efficiency of expense reimbursement. The key information in the reimbursement form can be automatically identified and filled in, avoiding the error problem of manual filling and improving the accuracy of data. Through the intelligent reporting function of expense reimbursement business, the automatic processing and storage of financial data can be realized, improving the financial work efficiency and management level.

[0045] Other features and advantages of the embodiments of the present invention will be described in detail in the subsequent detailed description. BRIEF DESCRIPTION OF THE DRAWINGS

[0046] The accompanying drawings are used to provide a further understanding of the embodiments of the present invention and constitute a part of the specification. Together with the following specific implementations, they are used to explain the embodiments of the present invention, but do not constitute a limitation on the embodiments of the present invention. In the accompanying drawings:

[0047] Figure 1 A schematic diagram of a process flow of an intelligent reporting method based on expense reimbursement business according to an embodiment of the present application is shown;

[0048] Figure 2 A schematic diagram of a reimbursement form filling flow chart according to an embodiment of the present application is shown;

[0049] Figure 3 A flowchart of filling out a settlement form according to an embodiment of the present application is schematically shown;

[0050] Figure 4 The structure block diagram of an intelligent reporting device based on expense reimbursement business according to an embodiment of the present application is schematically shown;

[0051] Figure 5 The internal structure diagram of a computer device according to an embodiment of the present application is schematically shown.

[0052] Description of Reference Numerals

[0053] 410 - first acquisition module; 420 - second acquisition module; 430 - first reporting module; 440 - second reporting module; A01 - processor; A02 - network interface; A03 - internal memory; A04 - display screen; A05 - input device; A06 - non-volatile storage medium; B01 - operating system; B02 - computer program. DETAILED DESCRIPTION

[0054] The specific implementation of the embodiment of the present invention is described in detail below in conjunction with the accompanying drawings. It should be understood that the specific implementation described here is only used to illustrate and explain the embodiment of the present invention, and is not used to limit the embodiment of the present invention.

[0055] It should be noted that if the embodiments of the present application involve directional indications (such as up, down, left, right, front, back...), the directional indications are only used to explain the relative position relationship, movement status, etc. between the components under a certain specific posture (as shown in the accompanying drawings). If the specific posture changes, the directional indication will also change accordingly.

[0056] In addition, if there are descriptions involving "first", "second", etc. in the embodiments of the present application, the descriptions of "first", "second", etc. are only used for descriptive purposes and cannot be understood as indicating or suggesting their relative importance or implicitly indicating the number of technical features indicated. Therefore, the features defined as "first" and "second" may explicitly or implicitly include at least one of the features. In addition, the technical solutions between the various embodiments can be combined with each other, but they must be based on the ability of ordinary technicians in the field to implement them. When the combination of technical solutions is contradictory or cannot be implemented, it should be deemed that such combination of technical solutions does not exist and is not within the scope of protection required by this application.

[0057] Please see Figure 1 , Figure 1 The following is a schematic diagram of a flow chart of an intelligent reporting method based on expense reimbursement business according to an embodiment of the present application. This embodiment provides an intelligent reporting method based on expense reimbursement business, comprising the following steps:

[0058] Step 210: Obtain the type of the filling form, and based on the type of the filling form, perform matching in the preset filling form model set to obtain a filling model;

[0059] In this embodiment, there are different expense items for different reporting form types, and the required reporting form type can be obtained first. When obtaining the above, various reporting form types can be listed in the system, and then the required reporting form type can be determined by the user clicking; it can also be obtained by the user directly entering the reporting form type. Different reporting form types correspond to different expense items, and different intelligent reporting methods are used respectively (the document types are different, the steps and content of the guided reporting are inconsistent). Different reporting models can be constructed in advance according to different reporting form types, and each reporting model corresponds to a reporting form type to obtain a reporting form model set. When matching the above, the same reporting form type can be matched to obtain the reporting model. The reporting model corresponds to the expense reimbursement document. After filling in the reporting model, the reported expense reimbursement document can be obtained.

[0060] Step 220: Obtain the information of the handler, and based on the information of the handler, perform data analysis on the basic information of the preset historical documents to obtain similar documents;

[0061] In this embodiment, the above-mentioned information of the person in charge includes the person in charge's company, department, contact information, etc. The above-mentioned preset historical documents include already filled in documents, and the basic information of the historical documents includes but is not limited to the information of the person filling in the document, the payment and receipt information of the supplier, accounting information, payment data, etc. When performing data analysis, the above-mentioned can be done by querying the basic information of the historical documents, such as: the system searches the historical documents of the supplier to query the historical documents of the person filling in the document, and through the analysis of the queried documents, find out a document that is closest to the date of the new document, has been approved and the payment and receipt have been successful, and no money has been returned or the document has been reversed, and obtains similar documents. When performing data analysis, the above-mentioned can also be based on the automatic collection of original voucher data, combined with the built-in configuration data, and using information technology to classify and predict the document data.

[0062] In some embodiments, in order to quickly and accurately obtain the information of the person in charge, the process of obtaining the information of the person in charge includes the following steps:

[0063] First, obtain the information of the person filling out the form and the company;

[0064] Then, based on the information of the person filling out the form and the company information, a personal business card is generated, and the personal business card is displayed to the user;

[0065] Finally, the updated information of the personal business card is obtained to obtain the information of the person in charge.

[0066] In this embodiment, when the applicant enters the reporting system for the first time, a personal business card will be automatically generated based on the applicant's information and company information. The applicant can subsequently add or modify the information on this interface to obtain the information of the person in charge.

[0067] By creating and updating a personal business card, you can quickly and accurately obtain the information of the person in charge, thereby improving the efficiency of filling out the form.

[0068] In some embodiments, see Figure 3 , Figure 3 The following schematically shows a flow chart of filling in a settlement form according to an embodiment of the present application. When the filling model is a settlement form model, the basic information of the preset historical documents is analyzed based on the information of the handler to obtain similar documents, including the following steps:

[0069] First, based on the information of the handler, a similar demand list is determined and displayed to the user, wherein the similar demand list includes information of multiple suppliers;

[0070] In this embodiment, the similar demand list can be supplier information related to the handler, which can be obtained by classifying historical documents. After obtaining the handler information, the relevant supplier information can be displayed according to the handler information to facilitate user selection. The similar demand list provides supplier information for settlement in subsequent steps. The page displays several commonly used suppliers. If you need to select others, you can click other buttons to search and confirm.

[0071] Then, obtain the supplier information selected by the user;

[0072] In this embodiment, the user can select corresponding supplier information in the similar demand list. If the supplier information to be selected is not available in the similar demand list, the supplier information to be selected can be added to the similar demand list and selected again.

[0073] Finally, based on the information of the handler and the information of the supplier selected by the user, data analysis is performed on the basic information of the preset historical documents to obtain similar documents.

[0074] In this embodiment, after obtaining the supplier information selected by the user, the information of the person in charge and the supplier information selected by the user can be used as conditions to quickly find similar documents in historical documents.

[0075] Step 230: Based on the similar documents, automatically fill in the reporting model to obtain an initial reporting model;

[0076] In this embodiment, after obtaining similar documents, some information in the similar documents can be filled into the reimbursement form model. For example, in the above example, the supplier payment information in the similar documents can be extracted and filled into the reimbursement form model. The above filling can be the filling of the basic information of the document, and the basic information of the document includes the reimbursement subject, reimbursement currency, reason, whether to pay and other basic information related to the reimbursement business. In the specific implementation, this part of information can be carried by the "header" tab in the document structure. The required fields of the basic information of the document can be automatically filled in through the data analysis of the basic information of the historical documents. Specifically, the image system can be integrated with the optical character recognition (OCR) recognition platform, the legal system, and the tax system to collect the bills, contracts and other attachments involved in the business document, convert them into structured data, and automatically fill them into the expense reimbursement document.

[0077] In some embodiments, see Figure 2 , Figure 2 The flowchart of filling out a reimbursement form according to an embodiment of the present application is schematically shown. The filling model is a reimbursement form model. For a reimbursement form, the content that needs to be filled in includes the reimbursement person and payment type information. Based on the similar documents, the filling model is automatically filled in to obtain an initial filling model, including the following steps:

[0078] First, extract the reimbursement person and payment type information in the similar documents;

[0079] Then, the reimbursement person and payment type information are filled into the reimbursement form model to obtain an initial filling model.

[0080] In some embodiments, the reporting model is a settlement form model. For the settlement form, the contents to be reported include supplier bank information and legal contract information. Based on the similar documents, the reporting model is automatically reported to obtain an initial reporting model, including the following steps:

[0081] First, extract the supplier's bank information and legal contract information from the similar documents;

[0082] Then, the supplier's bank information and legal contract information are reported into the settlement form model to obtain an initial reporting model.

[0083] In this embodiment, the documents of suppliers in the similar demand list (up to 100) can be added, referenced, and continued to be filled in. According to the document status, source and other information, it is determined whether the document can continue to be filled in. Among them, the supplier's bank information can be brought out according to the configuration table information. If there is no information in the configuration table, it can be brought out according to the information transmitted by the master data management system. If none of the above is available, it can be filled in manually. The legal contract information will bring out some basic information by default. The legal contract number can be filled in by yourself. When choosing to pay, the stage number needs to be filled in. The warranty deposit amount will be automatically calculated and brought out according to the fee amount.

[0084] In some embodiments, filling the supplier bank information and legal contract information into the settlement form model to obtain an initial filling model includes the following steps:

[0085] The first step is to fill the supplier's bank information and legal contract information into the settlement form model, and display the supplier's bank information and legal contract information to the user;

[0086] The second step is to obtain an initial reporting model in response to the user's confirmation instruction on the supplier's bank information and legal contract information.

[0087] In this embodiment, the supplier's bank information may be confirmed first, and then the legal contract information may be confirmed. The initial reporting model may be obtained only after both are confirmed. The supplier's bank information and legal contract information may be confirmed to facilitate accurate filling of the settlement form.

[0088] It should be noted that in order to take into account business flexibility, except for some content such as the reimbursement subject, other contents in the reporting model can be edited and confirmed again.

[0089] Step 240: Obtain the information required for each step in the initial filling model in sequence according to the guided filling mode to obtain the filled-in document information.

[0090] In this embodiment, the guided form filling mode means that the filler follows the intelligent filling step instructions, fills in and confirms the current step, and the system automatically pops up the next step. By obtaining the information required for each step, the form filling can be completed.

[0091] In some embodiments, the step of sequentially acquiring the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information includes the following steps:

[0092] First, based on the current step of the initial reporting model, a first prompt message is generated and displayed to the user, wherein the current step of the initial reporting model is to add an expense item;

[0093] Then, obtain the expense item details, and add the expense item details to the initial reporting model;

[0094] In this embodiment, the first prompt information is used to prompt the user to add expense items. The above expense item details can automatically bring out the expense amount and invoice amount, excluding tax amount and other information according to the reimbursement amount and tax amount of the invoice. That is, obtaining the expense item details includes: first obtaining the invoice information; then, based on the invoice information, extracting the expense item details. From the perspective of reporting, the original voucher should be necessary and legal and compliant to meet the requirements for reporting and submission. Legality and compliance are mainly achieved through OCR intelligent recognition technology, combined with the invoice verification technology of the tax system invoice platform, to automatically identify the invoice image information, collect the structured information of the original voucher, and verify the legality and compliance of the invoice through the tax system invoice platform.

[0095] In specific implementation, expense item details refer to document business information, which is a digital description of the actual reimbursement business, specifically a series of auxiliary information centered on expense items and invoice-related structured fields. This part of information is mainly carried by the "Expense Details" and "VAT Invoice" tabs in the document structure. Similar to the basic information mentioned above, smart reporting mainly automatically fills in the required fields. In order to take into account business flexibility, the reported information can be edited and confirmed for the second time. Different smart reporting methods are used for different expense items (different document types, inconsistent guided reporting steps and step filling content). The value of expense details is based on the configuration table, such as intelligent audit voucher information and auxiliary accounting maintenance table; VAT invoice information comes from OCR's collection and recognition of paper invoices or data analysis of electronic invoices; the advance application form is filled in by default with the earliest date in the list of application forms with the same expense type under the name of the reimbursement personnel, which has been approved and not associated with reimbursement; the write-off prepayment form is filled in by default with the earliest date in the list of prepayments under the company code and supplier that have been posted but not fully written off.

[0096] Then, based on the next step of the initial reporting model, a second prompt message is generated and displayed to the user, wherein the next step of the initial reporting model is to add and confirm the payment amount and payment method;

[0097] Finally, the payment amount and payment method confirmation information are obtained, and the payment amount and payment method confirmation information are added to the initial reporting model to obtain the reported document information.

[0098] In this embodiment, after the previous step is completed, a second prompt message is automatically generated. The second prompt message is used to prompt the user to add and confirm the payment amount and payment method. The above-mentioned actual payment amount will be automatically brought out according to the fee amount. The payment and receipt identification, method, payment and receipt information and other contents can be automatically brought out and filled in according to the historical document information and can be modified.

[0099] In specific implementation, the payment amount and payment method mentioned above refer to the document payment information. The document payment information is the basis for the payment system to make reimbursements and settlements. Only when the payment is marked as payment, it is necessary to record the payment data. This part of information is mainly carried by the "Payment Information" or "Personnel Information" tab in the document structure. The payment information includes the payment amount, payment method, payee information, and payee information. The payment method and payee information are filled in by default according to the configuration table <Payment Method Maintenance Table> and <Bank Information Maintenance Table> respectively. If the payee is private, the default filling is mainly based on <Default Personal Information Maintenance>. If it is public, the default filling is combined with the structured data information in the OCR-recognized contract and the master data management system data (for example: OCR recognizes the information in the contract and invoice to form structured data, which is saved in the bottom table. When paying for public payment, the invoice amount can be referenced to fill in the line item, and the supplier bank information in the contract can be filled in the document header. If there is no bank information and other data in the contract, the supplier bank information of MDM can be referenced).

[0100] In some embodiments, after obtaining the payment amount and payment method confirmation information and adding the payment amount and payment method confirmation information to the initial reporting model, it also includes:

[0101] First, based on the next step of the initial reporting model, third prompt information is generated and displayed to the user, and the next step of the initial reporting model is to associate related documents;

[0102] Then, relevant document information is obtained and associated with the initial reporting model.

[0103] In this embodiment, after completing the payment amount and payment method confirmation, you can also associate a document. The third prompt information is used to prompt the user to associate a related document. The related document can be an application form or a prepayment form. You can choose to associate a document or not. Finally, after obtaining the filled-in document information, you can save the document and submit it.

[0104] In the above implementation process, the filling form type is obtained, and based on the filling form type, the filling form model is matched in the preset filling form model set to obtain the filling model; the information of the person in charge is obtained, and based on the information of the person in charge, the basic information of the preset historical documents is analyzed to obtain similar documents; based on the similar documents, the filling model is automatically filled to obtain the initial filling model; according to the guided filling mode, the information required for each step in the initial filling model is obtained in sequence to obtain the filled document information. By analyzing and quoting historical documents, automatic collection, sorting and filling of data can be achieved, which can realize the fast and intelligent filling of expense reimbursement business, reduce the filling workload of the person in charge, and greatly improve the accuracy and work efficiency of the person in charge's expense reimbursement. By extracting key information from historical documents and automatically filling it into the filling model, it is avoided that business personnel learn financial knowledge across majors during the filling process, reduce the error rate, and improve the accuracy of documents and the efficiency of expense reimbursement. The key information in the reimbursement form can be automatically identified and filled, avoiding the error problem of manual filling and improving the accuracy of data. Through the intelligent reporting function of expense reimbursement business, the automatic processing and storage of financial data can be realized, improving the financial work efficiency and management level.

[0105] It should be noted that it is also possible to identify and collect image attachment information related to expense reimbursement, including but not limited to the invoice number, date, amount in the invoice, and the itinerary information, date, amount in the ticket. This part is centered on the reimbursement vouchers obtained from actual economic transactions, relying on OCR technology and the tax management system to complete the data extraction and verification of the original reimbursement vouchers. When business personnel are processing business, they can directly extract relevant key information and automatically fill it into the document, saving the time of business personnel to fill in the information manually, while ensuring the consistency of the reported data and the attachments, which to a certain extent improves the efficiency of document reporting and the approval rate.

[0106] It should also be noted that due to the complexity of actual business, the system may encounter problems such as missing, wrong, and duplicate document information during the actual processing process, which will affect the user's actual reimbursement process. In order to avoid the above problems and take into account the flexibility and freedom of document filling, manual re-entry and confirmation technology is adopted. Business personnel can re-enter some document information by themselves, such as: reimbursement reasons, some document information can be confirmed by the person in charge; the expense reimbursement form defaults to private reimbursement. If the actual business is for public business, it can be modified and confirmed by the person in charge. If errors or excesses occur during the document filling process, the system will remind the business personnel to make corrections to reduce the error rate. The manual re-entry and confirmation process can help reimbursement personnel solve problems such as missing and wrong document information when filling in documents.

[0107] Figure 1FIG. 1 is a flow chart of an intelligent reporting method based on expense reimbursement business in one embodiment. It should be understood that although Figure 1 The steps in the flowchart are shown in sequence as indicated by the arrows, but these steps are not necessarily executed in the order indicated by the arrows. Unless otherwise specified in this document, there is no strict order restriction for the execution of these steps, and these steps can be executed in other orders. Moreover, Figure 1 At least part of the steps may include multiple sub-steps or multiple stages. These sub-steps or stages are not necessarily executed at the same time, but can be executed at different times. The execution order of these sub-steps or stages is not necessarily sequential, but can be executed in turn or alternately with other steps or at least part of the sub-steps or stages of other steps.

[0108] This embodiment provides an intelligent reporting device based on expense reimbursement business, please refer to Figure 4 , Figure 4 The structure block diagram of a smart reporting device based on expense reimbursement service according to an embodiment of the present application is schematically shown. The smart reporting device based on expense reimbursement service includes a first acquisition module 410, a second acquisition module 420, a first reporting module 430, and a second reporting module 440, wherein:

[0109] A first acquisition module 410 is used to acquire a reporting form type, and based on the reporting form type, match the preset reporting form model set to obtain a reporting model;

[0110] The second acquisition module 420 is used to acquire information of the handler, and based on the information of the handler, perform data analysis on the basic information of the preset historical documents to obtain similar documents;

[0111] A first reporting module 430, configured to automatically report the reporting model based on the similar documents to obtain an initial reporting model;

[0112] The second filling module 440 is used to sequentially obtain the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information.

[0113] The intelligent reporting device based on expense reimbursement business includes a processor and a memory. The above-mentioned first acquisition module 410, the second acquisition module 420, the first reporting module 430 and the second reporting module 440 are all stored in the memory as program units, and the processor executes the above-mentioned program units stored in the memory to realize corresponding functions.

[0114] The processor contains 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 achieve fast and intelligent form filling for expense reimbursement business, reduce the workload of the person handling the form, and greatly improve the accuracy and work efficiency of the person handling the expense reimbursement.

[0115] 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.

[0116] An embodiment of the present invention provides a machine-readable storage medium on which a program is stored. When the program is executed by a processor, the intelligent reporting method based on the expense reimbursement business is implemented.

[0117] An embodiment of the present invention provides a processor, which is used to run a program, wherein the program executes the intelligent reporting method based on the expense reimbursement business when it is running.

[0118] In one embodiment, a computer device is provided. The computer device may be a terminal, and its internal structure diagram may be as follows: Figure 5 As shown. The computer device includes a processor A01, a network interface A02, a display screen A04, an input device A05 and a memory (not shown in the figure) connected through a system bus. Among them, the processor A01 of the computer device is used to provide computing and control capabilities. The memory of the computer device includes an internal memory A03 and a non-volatile storage medium A06. The non-volatile storage medium A06 stores an operating system B01 and a computer program B02. The internal memory A03 provides an environment for the operation of the operating system B01 and the computer program B02 in the non-volatile storage medium A06. The network interface A02 of the computer device is used to communicate with an external terminal through a network connection. When the computer program is executed by the processor A01, an intelligent reporting method based on expense reimbursement business is implemented. The display screen A04 of the computer device can be a liquid crystal display or an electronic ink display, and the input device A05 of the computer device can be a touch layer covered on the display screen, or a button, trackball or touchpad set on the computer device housing, or an external keyboard, touchpad or mouse.

[0119] Those skilled in the art will understand that Figure 5 The structure shown in the figure is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation on the computer device to which the solution of the present application is applied. The specific computer device may include more or fewer components than those shown in the figure, or combine certain components, or have a different arrangement of components.

[0120] In one embodiment, the intelligent reporting device based on expense reimbursement business provided by the present application can be implemented in the form of a computer program, and the computer program can be used in Figure 5 The computer device shown in the figure is run. The memory of the computer device can store various program modules constituting the intelligent reporting device based on expense reimbursement business, for example, Figure 4 The first acquisition module 410, the second acquisition module 420, the first reporting module 430 and the second reporting module 440 are shown. The computer program composed of each program module enables the processor to execute the steps of the intelligent reporting method based on expense reimbursement business in each embodiment of the present application described in this specification.

[0121] Figure 5 The computer device shown can be Figure 4 The jump code segment first acquisition module 410 in the intelligent reporting device based on expense reimbursement business shown in the figure executes step 210. The computer device can execute step 220 through the second acquisition module 420. The computer device can execute step 230 through the first reporting module 430. The computer device can execute step 240 through the second reporting module 440.

[0122] The embodiment of the present application provides an electronic device, which includes: at least one processor; a memory connected to the at least one processor; wherein the memory stores instructions that can be executed by the at least one processor, and the at least one processor implements the above-mentioned intelligent reporting method based on expense reimbursement business by executing the instructions stored in the memory. When the processor executes the instructions, the following steps are implemented:

[0123] Obtaining a reporting form type, and matching the reporting form type with a preset reporting form model set to obtain a reporting model;

[0124] Obtaining information of the person in charge, and based on the information of the person in charge, performing data analysis on basic information of preset historical documents to obtain similar documents;

[0125] Based on the similar documents, the reporting model is automatically reported to obtain an initial reporting model;

[0126] According to the guided form filling mode, the information required for each step in the initial filling model is obtained in sequence to obtain the filled-in document information.

[0127] In one embodiment, obtaining the information of the person in charge includes:

[0128] Obtain information about the person filling out the form and company;

[0129] Generate a personal business card based on the applicant information and company information, and display the personal business card to the user;

[0130] Obtain the updated information of the personal business card and obtain the information of the person in charge.

[0131] In one embodiment, the filling model is a reimbursement form model;

[0132] The automatically filling in the reporting model based on the similar documents to obtain the initial reporting model includes:

[0133] Extract the reimbursement person and payment type information from the similar documents;

[0134] The reimbursement person and payment type information are filled into the reimbursement form model to obtain an initial filling model.

[0135] In one embodiment, the reporting model is a settlement form model;

[0136] Based on the information of the handler, data analysis is performed on the basic information of the preset historical documents to obtain similar documents, including:

[0137] Based on the information of the handler, determine to obtain a similar demand list, and display the similar demand list to the user, wherein the similar demand list includes information of multiple suppliers;

[0138] Get the supplier information selected by the user;

[0139] Based on the information of the handler and the information of the supplier selected by the user, data analysis is performed on the basic information of the preset historical documents to obtain similar documents.

[0140] In one embodiment, the automatically filling in the filling model based on the similar documents to obtain the initial filling model includes:

[0141] Extract the supplier's bank information and legal contract information from the similar documents;

[0142] The supplier's bank information and legal contract information are filled into the settlement form model to obtain an initial filling model.

[0143] In one embodiment, the step of sequentially acquiring the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information includes:

[0144] Based on the current step of the initial reporting model, generating first prompt information and displaying it to the user, wherein the current step of the initial reporting model is adding an expense item;

[0145] Obtaining expense item details, and adding the expense item details to the initial reporting model;

[0146] Based on the next step of the initial reporting model, a second prompt message is generated and displayed to the user, wherein the next step of the initial reporting model is to add and confirm the payment amount and payment method;

[0147] The payment amount and payment method confirmation information are obtained, and the payment amount and payment method confirmation information are added to the initial reporting model to obtain the reported document information.

[0148] In one embodiment, after obtaining the payment amount and the payment method confirmation information and adding the payment amount and the payment method confirmation information to the initial reporting model, it also includes:

[0149] Based on the next step of the initial reporting model, generating third prompt information and displaying it to the user, wherein the next step of the initial reporting model is to associate related documents;

[0150] Relevant document information is obtained, and the relevant document information is associated with the initial reporting model.

[0151] 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.

[0152] 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.

[0153] 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 comprising 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.

[0154] 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.

[0155] In a typical configuration, a computing device includes one or more processors (CPU), input / output interfaces, network interfaces, and memory.

[0156] 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.

[0157] 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 tape 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.

[0158] 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.

[0159] The above are only embodiments of the present application and are not intended to limit the present application. For those skilled in the art, the present application may have various changes and variations. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present application should be included within the scope of the claims of the present application.

Claims

1. An intelligent reporting method based on expense reimbursement business, characterized in that: include: Obtaining a reporting form type, and matching the reporting form type with a preset reporting form model set to obtain a reporting model; Obtaining information of the person in charge, and based on the information of the person in charge, performing data analysis on basic information of preset historical documents to obtain similar documents; Based on the similar documents, the reporting model is automatically reported to obtain an initial reporting model; According to the guided form filling mode, the information required for each step in the initial filling model is obtained in sequence to obtain the filled-in document information.

2. The intelligent reporting method based on expense reimbursement business according to claim 1 is characterized in that: The obtaining of the information of the person in charge includes: Obtain information about the person filling out the form and company; Generate a personal business card based on the applicant information and company information, and display the personal business card to the user; Obtain the updated information of the personal business card and obtain the information of the person in charge.

3. The intelligent reporting method based on expense reimbursement business according to claim 1 is characterized in that: The filling model is a reimbursement form model; The automatically filling in the reporting model based on the similar documents to obtain the initial reporting model includes: Extract the reimbursement person and payment type information from the similar documents; The reimbursement person and payment type information are filled into the reimbursement form model to obtain an initial filling model.

4. The intelligent reporting method based on expense reimbursement business according to claim 1 is characterized in that: The reporting model is a settlement form model; Based on the information of the handler, data analysis is performed on the basic information of the preset historical documents to obtain similar documents, including: Based on the information of the handler, determine to obtain a similar demand list, and display the similar demand list to the user, wherein the similar demand list includes information of multiple suppliers; Get the supplier information selected by the user; Based on the information of the handler and the information of the supplier selected by the user, data analysis is performed on the basic information of the preset historical documents to obtain similar documents.

5. The intelligent reporting method based on expense reimbursement business according to claim 4 is characterized in that: The automatically filling in the reporting model based on the similar documents to obtain the initial reporting model includes: Extract the supplier's bank information and legal contract information from the similar documents; The supplier's bank information and legal contract information are filled into the settlement form model to obtain an initial filling model.

6. The intelligent reporting method based on expense reimbursement business according to claim 1 is characterized in that: The step of sequentially acquiring the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information includes: Based on the current step of the initial reporting model, generating first prompt information and displaying it to the user, wherein the current step of the initial reporting model is adding an expense item; Obtaining expense item details, and adding the expense item details to the initial reporting model; Based on the next step of the initial reporting model, a second prompt message is generated and displayed to the user, wherein the next step of the initial reporting model is to add and confirm the payment amount and payment method; The payment amount and payment method confirmation information are obtained, and the payment amount and payment method confirmation information are added to the initial reporting model to obtain the reported document information.

7. The intelligent reporting method based on expense reimbursement business according to claim 6 is characterized in that: After obtaining the payment amount and payment method confirmation information and adding the payment amount and payment method confirmation information to the initial reporting model, it also includes: Based on the next step of the initial reporting model, generating third prompt information and displaying it to the user, wherein the next step of the initial reporting model is to associate related documents; Relevant document information is obtained, and the relevant document information is associated with the initial reporting model.

8. An intelligent reporting device based on expense reimbursement business, characterized in that: include: A first acquisition module is used to acquire a reporting form type, and based on the reporting form type, match the pre-set reporting form model set to obtain a reporting model; The second acquisition module is used to acquire the information of the handler, and based on the information of the handler, perform data analysis on the basic information of the preset historical documents to obtain similar documents; A first reporting module, used for automatically reporting the reporting model based on the similar documents to obtain an initial reporting model; The second filling module is used to sequentially obtain the information required for each step in the initial filling model according to the guided filling mode to obtain the filled-in document information.

9. An electronic device, characterized in that: The electronic device includes: at least one processor; a memory connected to the at least one processor; Wherein, the memory stores instructions that can be executed by the at least one processor, and the at least one processor implements the intelligent reporting method based on expense reimbursement business as described in any one of claims 1 to 7 by executing the instructions stored in the memory.

10. A machine-readable storage medium having instructions stored thereon, characterized in that: When the instruction is executed by a processor, the processor is configured to execute the intelligent reporting method based on expense reimbursement business according to any one of claims 1 to 7.

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