API-based account set creation method, device, equipment, and media

By customizing field association operations on the account set request interface of the financial platform and batch creating account sets using the API interface, the problem of low efficiency in the creation of account sets in the existing technology is solved, and an efficient account set creation process is realized.

CN119887414BActive Publication Date: 2025-08-29LINJIU WISDOM (GUANGDONG) TECH CO LTD
View PDF 2 Cites 0 Cited by

Patent Information

Application Number
CN202411752939.3
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2024-12-02
Publication Date
2025-08-29
Estimated Expiration
2044-12-02

AI Technical Summary

Technical Problem

In the prior art, the creation of account sets for different objects requires manual collection and verification of various categories of information, resulting in low efficiency, especially when there are many customers or business projects.

Method used

By displaying multiple fields and fields on the account set request interface of the financial platform, users customize the association operations to generate information acquisition requests, use the API interface to obtain target account set information from multiple financial platforms, and create account sets in batches.

Benefits of technology

It improves the efficiency of book set creation, realizes flexible configuration of information acquisition requests, reduces the steps of manual collection and manual creation, and improves the experience and efficiency of book set creation.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN119887414B_ABST
    Figure CN119887414B_ABST
Patent Text Reader

Abstract

The present application discloses an API-based account set creation method, apparatus, device, and medium, the method comprising: displaying multiple first fields and multiple second fields on an account set request interface; generating an information acquisition request based on the first field, the corresponding target field, and the user account in response to the user's association operation between each first field and multiple target fields; sending each information acquisition request to each second financial platform, so that each second financial platform calls the corresponding API interface to parse the information acquisition request and feeds back a first response to the first financial platform; parsing each first response to obtain each target account set information, and batch creating multiple first account sets based on all the target account set information. The present application flexibly configures information acquisition requests as needed and sends them to the API interface of the corresponding second financial platform, batch creates account sets based on the feedback information, and improves the efficiency of creating account sets compared to the solution of manually collecting account set parameters and creating account sets.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] The present application relates to, but is not limited to, the field of computer technology, and in particular to an API-based batch creation method, apparatus, device, and medium. Background Art

[0002] An account set is used to record and reflect the financial status and operating results of an independent accounting unit. For example, account sets for different corporate clients or different business projects can be used to keep separate accounts for each client and each business project. In the existing technology, account sets for different objects are created manually by financial platform operations and maintenance personnel or business project implementers logging into the financial platform. This process requires collecting and verifying various types of information, such as the corresponding account set parameters and account system. This manual creation of account sets is inefficient when there are many clients or business projects. Summary of the Invention

[0003] The embodiments of the present application provide an API-based batch creation method, device, equipment, and medium, which can effectively improve the efficiency of creating account sets.

[0004] In a first aspect, an embodiment of the present application provides an API-based account set creation method, which is applied to a first financial platform, wherein the first financial platform is in communication with multiple second financial platforms, each of which is provided with an API interface, and the first financial platform generates an account set request interface, the method comprising:

[0005] Displaying a plurality of first fields and a plurality of second fields on the account set request interface, wherein different first fields are used to indicate different business identifiers, and different second fields are used to indicate different account set parameter types;

[0006] In response to a user's association operation between each of the first fields and a plurality of target fields, generating respective information acquisition requests based on each of the first fields, the corresponding target fields, and a user account, wherein the target fields are selected by the user from the plurality of second fields, and the user account is an account used to log in to the first financial platform;

[0007] Sending each of the information acquisition requests to each of the second financial platforms, so that each of the second financial platforms calls the corresponding API interface to parse the information acquisition request, obtains target account set information based on the parsed result, calls the API interface to encapsulate the target account set information into a first response, and sends the first response to the first financial platform, wherein different second financial platforms correspond to different business identifiers;

[0008] Each of the first responses is parsed to obtain information of each of the target account sets, and multiple first account sets are created in batches based on all of the target account set information.

[0009] In some embodiments, the parsing result includes the target field and the user account, the target field includes a plurality of second subfields, and the second financial platform obtains target account set information based on the parsing result, including:

[0010] Determine the API permissions corresponding to the user account;

[0011] Determine a set of account set parameter types corresponding to the API permission from a preset permission mapping table, wherein the permission mapping table is used to indicate a mapping relationship between each API permission and an account set parameter type;

[0012] When the second subfield belongs to the account set parameter type set, the corresponding target account set information is obtained from the database of the second financial platform based on the second subfield.

[0013] In some embodiments, batch creating multiple first account sets based on all the target account set information includes:

[0014] Determining the validity of each target account set information, and calculating a first quantity of valid target account set information;

[0015] determining a second number of the information acquisition requests;

[0016] Determining the weight level of the business identifier associated with each of the valid target account set information;

[0017] Based on the first quantity, the second quantity and each of the weight levels, multiple first account sets are created in batches according to the valid target account set information.

[0018] In some embodiments, based on the first quantity, the second quantity, and each of the weight levels, batch creating multiple first account sets according to the valid target account set information includes:

[0019] In the case where the first number is less than the second number, when any level among all the weight levels meets the preset condition, the corresponding first account sets are sequentially created according to the valid target account set information;

[0020] If the first number is less than the second number, when all the weight levels do not meet the preset conditions, the reference financial platform and reference information acquisition request corresponding to the invalid target account set information are determined, and the reference information acquisition request is resent to the reference financial platform until the second response sent by the reference financial platform carries valid target account set information that meets the preset conditions, and the corresponding first account set is sequentially created according to each valid target account set information, wherein the reference financial platform belongs to the second financial platform;

[0021] When the first quantity is equal to the second quantity, the corresponding first account sets are created in sequence based on all the target account set information.

[0022] In some embodiments, the first financial platform includes a server, and the method further includes:

[0023] When the second financial platform detects that the second subfield does not belong to the account set parameter type set, it generates a first warning message based on the second subfield, calls the corresponding API interface to encapsulate the first warning message into a second response, and sends the second response to the first financial platform;

[0024] Parse the second response to obtain the first alarm information, and send the second alarm information to the server.

[0025] In some embodiments, the first financial platform includes a server, and the method further includes:

[0026] Determine the reference response corresponding to the invalid target account set information;

[0027] Calling a preset exception handling class to obtain a response status code corresponding to the reference response, wherein the reference response belongs to the first response;

[0028] Generate second alarm information based on the response status code and the error log corresponding to the reference response, and send the second alarm information to the server.

[0029] In some embodiments, after batch creating multiple first account sets based on all the target account set information, the method further includes:

[0030] Back up all the account sets;

[0031] When a first business change requirement is detected, and the first business change requirement is associated with at least two first reference identifiers, a second reference identifier is generated based on each of the first reference identifiers, a second account set is generated based on the first account set corresponding to each of the first reference identifiers and the first business change requirement, and a backup account set and the first field are updated based on the second account set and the first business change requirement, wherein the first business change requirement is used to indicate a business merger requirement corresponding to at least two of the business identifiers, all of the first reference identifiers belong to the business identifier, and the second reference identifier is used to uniquely identify the second account set;

[0032] When a second business change requirement is detected and the second business change requirement is associated with a third reference identifier, a fourth reference identifier and a fifth reference identifier are generated based on the second business change requirement and the third reference identifier, a third account set and a fourth account set are generated based on the first account set corresponding to the third reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the third account set, the fourth account set and the second business change requirement, wherein the second business change requirement is used to indicate a business split requirement corresponding to the third reference identifier, the third reference identifier belongs to the business identifier, the fourth reference identifier is used to uniquely identify the third account set, and the fifth reference identifier is used to uniquely identify the fourth account set.

[0033] In a second aspect, an embodiment of the present application provides a control device comprising at least one control processor and a memory for communicating with the at least one control processor; the memory stores instructions that can be executed by the at least one control processor, and the instructions are executed by the at least one control processor so that the at least one control processor can execute the API-based account set creation method as described in the first aspect.

[0034] In a third aspect, an embodiment of the present application further provides an electronic device comprising the control device of the second aspect.

[0035] In a fourth aspect, an embodiment of the present application further provides a computer-readable storage medium storing computer-executable instructions, wherein the computer-executable instructions are used to execute the API-based account set creation method as described in the first aspect.

[0036] Embodiments of the present application provide an API-based account set creation method, apparatus, device, and medium, the method comprising: displaying multiple first fields and multiple second fields on the account set request interface; generating, in response to a user's association operation between each of the first fields and multiple target fields, each information acquisition request based on each of the first fields and its corresponding target field and a user account, wherein different first fields are used to indicate different business identifiers, different second fields are used to indicate different account set parameter types, the target field is obtained by the user selecting from the multiple second fields, and the user account is the account for logging into the first financial platform; sending each of the information acquisition requests to each of the second financial platforms, so that each of the second financial platforms calls the corresponding API interface to parse the information acquisition request and obtain target account set information based on the parsing result, calling the API interface to encapsulate the target account set information into a first response, and sending the first response to the first financial platform, wherein different second financial platforms correspond to different business identifiers; parsing each of the first responses to obtain each of the target account set information, and batch creating multiple first account sets based on all of the target account set information. According to the solution provided in the embodiment of the present application, information acquisition requests are flexibly configured according to the account set creation requirements, and the information acquisition requests are sent to the API interface of the second financial platform corresponding to different business projects. Batch creation of account sets is performed based on the feedback information. Compared with the solution that requires manual collection of account set parameters and manual creation of account sets, the efficiency of creating account sets can be effectively improved. BRIEF DESCRIPTION OF THE DRAWINGS

[0037] Figure 1 This is a flowchart of the steps of the API-based account set creation method provided by an embodiment of the present application;

[0038] Figure 2 This is a schematic diagram of an API-based account set creation method provided by another embodiment of the present application;

[0039] Figure 3 This is a structural diagram of a control device provided in another embodiment of the present application. DETAILED DESCRIPTION

[0040] In order to make the purpose, technical solutions and advantages of this application more clear, the following further describes this application in detail with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain this application and are not intended to limit this application.

[0041] It is understood that although the device schematics illustrate functional module divisions and the flowcharts illustrate logical sequences, in certain circumstances, the steps shown or described may be performed in a sequence that differs from the module divisions in the device or the sequence in the flowcharts. The terms "first," "second," and the like in the specification, claims, or accompanying drawings are used to distinguish similar items and are not necessarily used to describe a specific sequence or precedence.

[0042] An account set is used to record and reflect the financial status and operating results of an independent accounting unit. For example, account sets for different corporate clients or different business projects can be used to keep separate accounts for each client and each business project. In the existing technology, account sets for different objects are created manually by financial platform operations and maintenance personnel or business project implementers logging into the financial platform. This process requires collecting and verifying various types of information, such as the corresponding account set parameters and account system. This manual creation of account sets is inefficient when there are many clients or business projects.

[0043] To solve the above-mentioned problems, embodiments of the present application provide an API-based account set creation method, apparatus, device, and medium, the method comprising: displaying multiple first fields and multiple second fields on the account set request interface; generating each information acquisition request based on each first field and its corresponding target field and a user account in response to a user's association operation between each first field and multiple target fields, wherein different first fields are used to indicate different business identifiers, different second fields are used to indicate different account set parameter types, the target field is selected by the user from multiple second fields, and the user account is the account for logging into the first financial platform; sending each of the information acquisition requests to each of the second financial platforms, so that each of the second financial platforms calls the corresponding API interface to parse the information acquisition request and obtain target account set information based on the parsing result, calling the API interface to encapsulate the target account set information into a first response, and sending the first response to the first financial platform, wherein each different second financial platform corresponds to a different business identifier; parsing each of the first responses to obtain each of the target account set information, and batch creating multiple first account sets based on all of the target account set information. According to the solution provided in the embodiment of the present application, information acquisition requests are flexibly configured according to the account set creation requirements, and the information acquisition requests are sent to the API interface of the second financial platform corresponding to different business projects. Batch creation of account sets is performed based on the feedback information. Compared with the solution that requires manual collection of account set parameters and manual creation of account sets, the efficiency of creating account sets can be effectively improved.

[0044] The embodiments of the present application are further described below with reference to the accompanying drawings.

[0045] refer to Figure 1 , Figure 1 This is a flowchart of the steps of an API-based account set creation method provided by an embodiment of the present application. The embodiment of the present application provides an API-based account set creation method, which is applied to a first financial platform. The first financial platform is in communication with multiple second financial platforms. Each second financial platform is provided with an API interface. The first financial platform generates an account set request interface. The method includes but is not limited to the following steps:

[0046] Step S10: Display multiple first fields and multiple second fields on the account set request interface, wherein different first fields are used to indicate different business identifiers, and different second fields are used to indicate different account set parameter types.

[0047] Specifically, the first financial platform of this embodiment is a platform for creating account sets corresponding to different business identifiers. Different business identifiers correspond to different business projects, and different business identifiers correspond to different second financial platforms. The second financial platform is used to indicate the data source corresponding to the account sets corresponding to the business projects, such as the financial platforms corresponding to different corporate customers.

[0048] Specifically, the account set request interface of this embodiment is triggered to be displayed by the user logging into the first financial platform.

[0049] Specifically, since the first field of this embodiment corresponds to different business identifiers and the second field corresponds to different account set parameter types, multiple first fields and multiple second fields are displayed in the account set request interface, which enables users to flexibly configure the required information acquisition requirements for the visual operations (selection / association) of the first field and the second field in the account set request interface according to the account set creation requirements corresponding to different business identifiers, thereby improving the experience of account set creation on the first financial platform and improving the efficiency of account set creation.

[0050] Step S20, in response to the user's association operation between each first field and multiple target fields, each information acquisition request is generated based on each first field, the corresponding target field, and the user account, wherein the target field is selected by the user from multiple second fields, and the user account is the account for logging into the first financial platform.

[0051] Specifically, since different business identifiers correspond to different business items that require different parameters for building an account set, different second fields of the account set request interface in this embodiment correspond to different account set parameter types. Users who log in to the first financial platform can refer to the parameters for building an account set based on the parameters required for the currently selected business item. Figure 2First, the first field corresponding to the selected business project A is selected from the first field, for example, the first field 1. Then, the first field 1 is associated with the second field 1 and the second field 2. At this time, the second field 1 and the second field 2 are the target fields. That is, to create the first account set corresponding to business project A, it is necessary to obtain the parameter types corresponding to the second field 1 and the second field 2, thereby generating an information acquisition request 1 based on the first field 1, the second field 1, the second field 2, and the user account; the first field 2 corresponds to business project B, and the first field 2 is associated with the second field 1 and the second field n. That is, to create the first account set corresponding to business project B, it is necessary to obtain the parameter types corresponding to the second field 1 and the second field n, thereby generating an information acquisition request 2... and other multiple information acquisition requests based on the first field 2, the second field 1, the second field n, and the user account, providing effective support for subsequently obtaining the information required for account set creation from the second financial platforms corresponding to each first field.

[0052] It should be noted that the embodiments of the present application do not limit the specific association operation between the first field and the target field. It can be achieved by connecting the first field to each target field, or through a selection operation. For example, the account set request interface also includes an association button. After selecting one of the first fields in the account set request interface, for example, after selecting the first field 1, the association operation is started, the first field 1 is locked, and other first fields cannot be selected. The user can only select the target field from the second field. After selecting the target field, click the association button to complete the association operation between the first field and the target field.

[0053] It should be noted that the embodiment of the present application does not limit the specific account set parameter type corresponding to the second field, for example, it can be an accounting year, an accounting system, a currency unit, etc.

[0054] It is understandable that each information acquisition request is generated by the user on demand by selecting the first field and the target field in the account set request interface. This step is customized by each user. The private data acquisition request configuration service is used to implement the user-defined account set data acquisition demand response, thereby improving the flexibility of account set creation, so that account set creation is not limited to fixed templates, and there is no need to manually collect and create data, thereby improving the experience of account set creation on the first financial platform and improving the efficiency of account set creation.

[0055] In step S30, each information acquisition request is sent to each second financial platform, so that each second financial platform calls the corresponding API interface to parse the information acquisition request, obtains the target account set information based on the parsing result, calls the API interface to encapsulate the target account set information into a first response, and sends the first response to the first financial platform, wherein different second financial platforms correspond to different business identifiers.

[0056] It can be understood that since each information acquisition request includes the account set parameter type, after the corresponding second financial platform receives the information acquisition request, it calls the corresponding API interface to parse the information acquisition request. If the API authority verification is passed, for the parsing result carrying the account set parameter type, the target account set information corresponding to the account set parameter type is obtained from the second financial platform database, the API interface is called to encapsulate the target account set information into a first response, and the first response is sent to the first financial platform, so that the first financial platform can perform subsequent account set creation operations.

[0057] In a specific embodiment, the parsing result includes a target field and a user account number. The target field includes multiple second subfields. The execution entity of the step of obtaining target account set information based on the parsing result in step S30 is the second financial platform, and the step includes but is not limited to the following steps:

[0058] Step S31, determining the API permissions corresponding to the user account;

[0059] Step S32: determining a set of account set parameter types corresponding to the API permissions from a preset permission mapping table, wherein the permission mapping table is used to indicate the mapping relationship between each API permission and the account set parameter type;

[0060] Step S33: When the second subfield belongs to the account set parameter type set, corresponding target account set information is obtained from the database of the second financial platform based on the second subfield.

[0061] Specifically, the account set parameter type set of this embodiment is the account set parameter type that can be obtained from the current second financial platform under the API permission of the user account that sends the information acquisition request. When the second subfield belongs to the account set parameter type set, it means that the corresponding API permission authentication of the user account sending the request has been passed, and the corresponding target account set information is obtained from the database of the second financial platform based on the second subfield, providing effective support for the subsequent first financial platform to receive the first response carrying the target account set information.

[0062] Step S40 , parsing each first response to obtain each target account set information, and creating multiple first account sets in batches based on all the target account set information.

[0063] It can be understood that after receiving the first response to each information acquisition request feedback, the target account set information is obtained by parsing each first response, and multiple first account sets are created in batches based on all the target account set information. Compared with the solution that requires manual collection of account set parameters and manual creation of account sets, it can effectively improve the efficiency of creating account sets.

[0064] In a specific embodiment, the step of batch creating multiple first account sets based on all target account set information in step S40 includes but is not limited to the following steps:

[0065] Step S41, determining the validity of each target account set information, and calculating a first quantity of valid target account set information;

[0066] Step S42, determining a second number of information acquisition requests;

[0067] Step S43, determining the weight level of the business identifier associated with each valid target account set information;

[0068] Step S44 : Based on the first quantity, the second quantity and each weight level, multiple first account sets are created in batches according to valid target account set information.

[0069] In a specific embodiment, step S44 further includes but is not limited to the following steps:

[0070] Step S441: When the first quantity is less than the second quantity, and any level in all weight levels meets the preset conditions, corresponding first account sets are sequentially created according to each valid target account set information;

[0071] Step S442: When the first number is less than the second number and all weight levels do not meet the preset conditions, the reference financial platform and reference information acquisition request corresponding to the invalid target account set information are determined, and the reference information acquisition request is resent to the reference financial platform until the second response sent by the reference financial platform carries valid target account set information that meets the preset conditions. The corresponding first account set is sequentially created based on each valid target account set information, wherein the reference financial platform belongs to the second financial platform.

[0072] Step S443: When the first quantity is equal to the second quantity, corresponding first account sets are sequentially created based on all target account set information.

[0073] Specifically, the various target account set information of this embodiment, the judgment method for determining the validity of each target account set information of this embodiment includes: whether it is a null value, whether the information content matches the account set parameter type in the corresponding information acquisition requirement or whether there are omissions. When the target account set information satisfies a non-null value, and the content in the target account set information matches the account set parameter type in the corresponding information acquisition requirement and there is no omission, the account set parameter type is determined to be a valid target account set information, thereby providing effective support for achieving the accuracy of account set creation.

[0074] Specifically, the preset condition of this embodiment is a weight level range, which corresponds to a higher level range. It is used to determine whether to wait for the information acquisition request to be resent to obtain valid target account set information that meets the requirements and then trigger the batch creation of account sets when there is invalid target account set information. The purpose is to allow the account sets corresponding to business projects with higher weight levels to be created first, and the account sets corresponding to business projects with lower importance can wait for the target account set information corresponding to business projects with higher weight levels to be obtained before batch creation.

[0075] It can be understood that this embodiment assigns a weight level to each business identifier. The higher the weight level, the more important the business item corresponding to the business identifier. The comparison result between the first quantity and the second quantity is determined, and the construction method of the account set is further determined in combination with the weight level. Specifically, there are three cases: (1) When the first quantity is less than the second quantity, it means that there is invalid target account set information. When any level of the weight level corresponding to the valid target account set information meets the preset conditions, the corresponding first account set is created in sequence according to each valid target account set information; (2) When the first quantity is less than the second quantity, when all weight levels do not meet the preset conditions, The first account set is created in sequence according to the valid target account set information, wherein the weight level of the corresponding business identifier in the currently valid target account set information is low. At this time, the reference financial platform and the reference information acquisition request corresponding to the invalid target account set information are determined, and the reference information acquisition request is resent to the reference financial platform until the second response sent by the reference financial platform carries valid target account set information that meets the preset conditions. The corresponding first account set is created in sequence according to each valid target account set information, wherein the reference financial platform belongs to the second financial platform; (3) When the first number is equal to the second number, it means that all target account set information is valid, and the corresponding first account set is created in sequence based on all target account set information.

[0076] In addition, the first financial platform includes a server. The API-based account set creation method of this embodiment further includes but is not limited to the following steps:

[0077] Step S51: When the second financial platform detects that the second subfield does not belong to the account set parameter type set, it generates a first alarm message based on the second subfield, calls the corresponding API interface to encapsulate the first alarm message into a second response, and sends the second response to the first financial platform;

[0078] Step S52: parse the second response to obtain the first alarm information, and send the second alarm information to the server.

[0079] It can be understood that when the second financial platform detects that the second subfield does not belong to the account set parameter type set, it means that the second financial platform has detected that the first financial platform has initiated an information request content that exceeds its own API authority. The second financial platform generates a first alarm message based on the second subfield, and calls the corresponding API interface to encapsulate the first alarm message into a second response, and sends the second response to the first financial platform, so that the first financial platform triggers the error handling and exception capture mechanism.

[0080] Specifically, the first financial platform of this embodiment uses an HTTP client library, such as the requests library in Python, to send a POST request to send a corresponding information acquisition request to the corresponding second financial platform, and by checking the HTTP response status code fed back by the second financial platform, parse the response body fed back by the second financial platform to obtain the result.

[0081] In addition, the first financial platform includes a server. The API-based account set creation method of this embodiment further includes but is not limited to the following steps:

[0082] Step S53, determining a reference response corresponding to the invalid target account set information, wherein the reference response belongs to the first response;

[0083] Step S54: calling a preset exception handling class to obtain a response status code corresponding to the reference response;

[0084] Step S55: Generate second alarm information based on the response status code and the error log corresponding to the reference response, and send the second alarm information to the server.

[0085] Specifically, different response status codes correspond to different information acquisition request statuses. For example, if the response status code is 401, the information acquisition request has an authentication failure; if the response status code is 403, the information acquisition request has a network error, etc.

[0086] Specifically, the first financial platform and the second financial platform of this embodiment have log records for all API calls and exceptions, which facilitates subsequent error remediation measures.

[0087] It is understandable that the error cause corresponding to the invalid target account set information may be a network problem, data problem, etc. The error handling method for invalid target account set information in this embodiment is: determine the reference response corresponding to the invalid target account set information, call the preset exception handling class (this embodiment uses the try-except structure) to obtain the response status code corresponding to the reference response, generate a second alarm message based on the response status code and the error log corresponding to the reference response, and send the second alarm message to the server so that the background server of the first financial platform can perform error handling to ensure the reliability and security of the account set creation program of the first financial platform.

[0088] In addition, after executing step S40, the API-based account set creation method of this embodiment further includes but is not limited to the following steps:

[0089] Step S56: Back up all account sets;

[0090] Step S57: When a first business change requirement is detected, and the first business change requirement is associated with at least two first reference identifiers, a second reference identifier is generated based on each first reference identifier, a second account set is generated based on the first account set corresponding to each first reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the second account set and the first business change requirement. The first business change requirement is used to indicate a business merger requirement corresponding to at least two business identifiers, all first reference identifiers belong to the business identifier, and the second reference identifier is used to uniquely identify the second account set.

[0091] Step S58: When a second business change requirement is detected and the second business change requirement is associated with a third reference identifier, a fourth reference identifier and a fifth reference identifier are generated based on the second business change requirement and the third reference identifier, a third account set and a fourth account set are generated based on the first account set corresponding to the third reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the third account set, the fourth account set and the second business change requirement, wherein the second business change requirement is used to indicate a business split requirement corresponding to the third reference identifier, the third reference identifier belongs to the business identifier, the fourth reference identifier is used to uniquely identify the third account set, and the fifth reference identifier is used to uniquely identify the fourth account set.

[0092] It is understandable that after creating account sets in batches, backing up the created account sets can effectively restore the system in case of operational errors. In addition, the first financial platform of this embodiment also supports the expansion or change requirements of business projects, and adjusts or changes the original account sets based on different requirements. Specifically, when a first business change requirement is detected, and the first business change requirement is associated with at least two first reference identifiers, a second reference identifier is generated based on each first reference identifier, a second account set is generated based on the first account set corresponding to each first reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the second account set and the first business change requirement, wherein the first business change requirement is used to indicate the business merger requirement corresponding to at least two business identifiers, all first reference identifiers belong to the business identifier, and the second reference identifier Used to uniquely identify the second account set; when a second business change requirement is detected and the second business change requirement is associated with the third reference identifier, a fourth reference identifier and a fifth reference identifier are generated based on the second business change requirement and the third reference identifier, a third account set and a fourth account set are generated based on the first account set corresponding to the third reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the third account set, the fourth account set and the second business change requirement, wherein the second business change requirement is used to indicate the business split requirement corresponding to the third reference identifier, the third reference identifier belongs to the business identifier, the fourth reference identifier is used to uniquely identify the third account set, and the fifth reference identifier is used to uniquely identify the fourth account set.

[0093] like Figure 3 As shown, Figure 3 : is a structural diagram of a control device provided in one embodiment of the present application. The present invention also provides a control device 300, comprising:

[0094] The processor 310 may be implemented as a general-purpose central processing unit (CPU), a microprocessor, an application-specific integrated circuit (ASIC), or one or more integrated circuits, and is configured to execute relevant programs to implement the technical solutions provided in the embodiments of the present application.

[0095] The memory 320 can be implemented in the form of a read-only memory (ROM), a static storage device, a dynamic storage device, or a random access memory (RAM). The memory 320 can store an operating system and other application programs. When the technical solutions provided in the embodiments of this specification are implemented through software or firmware, the relevant program code is stored in the memory 320 and is called by the processor 310 to execute the API-based account set creation method of the embodiments of this application;

[0096] Input / output interface 330, used to implement information input and output;

[0097] Communication interface 340, used to implement communication interaction between the apparatus and other devices, which can be achieved through wired means (such as USB, network cable, etc.) or wireless means (such as mobile network, WiFi, Bluetooth, etc.);

[0098] bus 350 , which transmits information between the various components of the device (e.g., processor 310 , memory 320 , input / output interface 330 , and communication interface 340 );

[0099] The processor 310 , the memory 320 , the input / output interface 330 and the communication interface 340 are connected to each other in communication within the device via the bus 350 .

[0100] In addition, an embodiment of the present application further provides an electronic device, including the control device 300 of the above embodiment.

[0101] In addition, an embodiment of the present application further provides a storage medium, which is a computer-readable storage medium and stores a computer program. When the computer program is executed by a processor, the above-mentioned API-based account set creation method is implemented.

[0102] The memory, as a non-transient computer-readable storage medium, can be used to store non-transient software programs and non-transient computer executable programs. In addition, the memory may include a high-speed random access memory, and may also include a non-transient memory, such as at least one disk storage device, a flash memory device, or other non-transient solid-state storage device. In some embodiments, the memory optionally includes a memory remotely located relative to the processor, and these remote memories can be connected to the processor via a network. Examples of the above-mentioned networks include but are not limited to the Internet, an intranet, a local area network, a mobile communication network and a combination thereof. The device embodiments described above are merely schematic, wherein the units described as separate components may or may not be physically separated, and are located in one place, or may be distributed to multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the present embodiment.

[0103] Those skilled in the art will appreciate that all or some of the steps and systems in the method disclosed above can be implemented as software, firmware, hardware, and appropriate combinations thereof. Some physical components or all physical components can be implemented as software executed by a processor, such as a central processing unit, a digital signal processor, or a microprocessor, or implemented as hardware, or implemented as an integrated circuit, such as an application-specific integrated circuit. Such software can be distributed on a computer-readable medium, and the computer-readable medium can include computer storage media (or non-transitory media) and communication media (or temporary media). As known to those skilled in the art, the term computer storage media is included in any method or technology for storing information (such as computer-readable instructions, data structures, program modules, or other data) and is volatile and non-volatile, removable, and non-removable. Computer storage media includes, but is not limited to, RAM, ROM, EEPROM, flash memory, or other memory technology, CD-ROM, digital versatile disks (DVD), or other optical disk storage, magnetic cassettes, magnetic tapes, disk storage, or other magnetic storage devices, or any other medium that can be used to store desired information and can be accessed by a computer. Furthermore, as is well known to those skilled in the art, communication media typically includes computer-readable instructions, data structures, program modules, or other data in a modulated data signal such as a carrier wave or other transport mechanism, and may include any information delivery media.

[0104] The above is a specific description of the preferred implementation of the present invention, but the present invention is not limited to the above implementation. Those skilled in the art can also make various equivalent modifications or substitutions under the shared conditions that do not violate the spirit of the present invention. These equivalent modifications or substitutions are all included in the scope defined by the claims of the present invention.

Claims

1. An API-based account set creation method, characterized in that: Applied to a first financial platform, the first financial platform is in communication with multiple second financial platforms, each of the second financial platforms is provided with an API interface, and the first financial platform generates an account set request interface, the method includes: Displaying a plurality of first fields and a plurality of second fields on the account set request interface, wherein different first fields are used to indicate different business identifiers, and different second fields are used to indicate different account set parameter types; In response to a user's association operation between each of the first fields and a plurality of target fields, generating respective information acquisition requests based on each of the first fields, the corresponding target fields, and a user account, wherein the target fields are selected by the user from the plurality of second fields, and the user account is an account used to log in to the first financial platform; Sending each of the information acquisition requests to each of the second financial platforms, so that each of the second financial platforms calls the corresponding API interface to parse the information acquisition request, obtains target account set information based on the parsed result, calls the API interface to encapsulate the target account set information into a first response, and sends the first response to the first financial platform, wherein different second financial platforms correspond to different business identifiers; Each of the first responses is parsed to obtain information of each of the target account sets, and multiple first account sets are created in batches based on all of the target account set information.

2. The method for creating an account set based on an API according to claim 1, characterized in that: The parsing result includes the target field and the user account, the target field includes a plurality of second subfields, and the second financial platform obtains target account set information based on the parsing result, including: Determine the API permissions corresponding to the user account; Determine a set of account set parameter types corresponding to the API permission from a preset permission mapping table, wherein the permission mapping table is used to indicate a mapping relationship between each API permission and an account set parameter type; When the second subfield belongs to the account set parameter type set, the corresponding target account set information is obtained from the database of the second financial platform based on the second subfield.

3. The method for creating an account set based on an API according to claim 1, characterized in that: Batch creating multiple first account sets based on all the target account set information, including: Determining the validity of each target account set information, and calculating a first quantity of valid target account set information; determining a second number of the information acquisition requests; Determining the weight level of the business identifier associated with each of the valid target account set information; Based on the first quantity, the second quantity and each of the weight levels, multiple first account sets are created in batches according to the valid target account set information.

4. The method for creating an account set based on an API according to claim 3, characterized in that: Based on the first quantity, the second quantity, and each of the weight levels, batch-creating multiple first account sets according to the valid target account set information includes: In the case that the first number is less than the second number, when any level among all the weight levels meets the preset condition, the corresponding first account sets are sequentially created according to the valid target account set information; If the first number is less than the second number, when all the weight levels do not meet the preset conditions, the reference financial platform and reference information acquisition request corresponding to the invalid target account set information are determined, and the reference information acquisition request is resent to the reference financial platform until the second response sent by the reference financial platform carries valid target account set information that meets the preset conditions, and the corresponding first account set is sequentially created according to each valid target account set information, wherein the reference financial platform belongs to the second financial platform; When the first quantity is equal to the second quantity, the corresponding first account sets are created in sequence based on all the target account set information.

5. The method for creating an account set based on an API according to claim 2, characterized in that: The first financial platform includes a server, and the method further includes: When the second financial platform detects that the second subfield does not belong to the account set parameter type set, it generates a first warning message based on the second subfield, calls the corresponding API interface to encapsulate the first warning message into a second response, and sends the second response to the first financial platform; Parse the second response to obtain the first alarm information, and send the first alarm information to the server.

6. The method for creating an account set based on API according to claim 3, characterized in that: The first financial platform includes a server, and the method further includes: Determine the reference response corresponding to the invalid target account set information; Calling a preset exception handling class to obtain a response status code corresponding to the reference response, wherein the reference response belongs to the first response; Generate second alarm information based on the response status code and the error log corresponding to the reference response, and send the second alarm information to the server.

7. The method for creating an account set based on an API according to claim 1, characterized in that: After batch creating multiple first account sets based on all the target account set information, the method further includes: Back up all the account sets; When a first business change requirement is detected, and the first business change requirement is associated with at least two first reference identifiers, a second reference identifier is generated based on each of the first reference identifiers, a second account set is generated based on the first account set corresponding to each of the first reference identifiers and the first business change requirement, and a backup account set and the first field are updated based on the second account set and the first business change requirement, wherein the first business change requirement is used to indicate a business merger requirement corresponding to at least two of the business identifiers, all of the first reference identifiers belong to the business identifier, and the second reference identifier is used to uniquely identify the second account set; When a second business change requirement is detected and the second business change requirement is associated with a third reference identifier, a fourth reference identifier and a fifth reference identifier are generated based on the second business change requirement and the third reference identifier, a third account set and a fourth account set are generated based on the first account set corresponding to the third reference identifier and the first business change requirement, and the backup account set and the first field are updated based on the third account set, the fourth account set and the second business change requirement, wherein the second business change requirement is used to indicate a business split requirement corresponding to the third reference identifier, the third reference identifier belongs to the business identifier, the fourth reference identifier is used to uniquely identify the third account set, and the fifth reference identifier is used to uniquely identify the fourth account set.

8. A control device, characterized in that: It includes at least one control processor and a memory for communicating with the at least one control processor; the memory stores instructions that can be executed by the at least one control processor, and the instructions are executed by the at least one control processor to enable the at least one control processor to execute the API-based account set creation method as described in any one of claims 1 to 7.

9. An electronic device, characterized in that: Comprising the control device according to claim 8.

10. A computer-readable storage medium, characterized in that The computer-readable storage medium stores computer-executable instructions, and the computer-executable instructions are used to enable a computer to execute the API-based account set creation method according to any one of claims 1 to 7.

Citation Information

Patent Citations

  • Creating method for account set, agency bookkeeping service platform, and system

    CN108256702A

  • Financial service API (Application Program Interface) metadata management method, system and server

    CN116594612A