Automatic task dispatching method and system based on workload weight
Through the automatic task dispatch method and system based on workload weight, the problem of inefficient allocation of traditional business documents is solved, informatization, intelligence and efficiency of financial management is realized, and the accuracy of business allocation and overall work efficiency are improved.
Patent Information
- Application Number
- CN202510007899.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-01-03
- Publication Date
- 2025-05-02
AI Technical Summary
The traditional business document allocation method is inefficient, which can easily cause human errors and cannot meet the needs of modern enterprises for informatization, intelligence and efficiency of financial management.
The task automatic dispatch method and system based on workload weight is adopted to classify email subjects, read email content regularly, analyze document numbers, match target job groups in combination with order assignment rules and priority orders, evaluate employee work weight and workload, and automatically dispatch orders.
It improves business operation efficiency and business allocation accuracy, reduces human error rate, realizes informatization, intelligence and efficiency of financial management, and helps enterprises maintain their advantageous position in the fierce market competition.
Smart Images
Figure CN119918878A_ABST
Abstract
Description
Technical Field
[0001] The present application belongs to the field of data processing technology, and more specifically, to a method and system for automatically dispatching tasks based on workload weight. Background Art
[0002] In the current context of the country actively advocating full electronic bills (referred to as "full electronic bills") and accelerating the digital transformation of enterprises, ensuring the traceability and compliance of business processes has become an indispensable part of corporate operations. This trend requires that all types of business activities of enterprises must be managed online and digitally to adapt to the rapidly changing market environment and regulatory requirements.
[0003] However, faced with a large number of business documents of various types, the traditional method of relying on a limited team of employees to manually distribute or rely on employees' self-conscious processing has shown obvious limitations. This method is not only inefficient and prone to human errors, which in turn weakens employees' work enthusiasm and satisfaction, but also seriously hinders the overall efficiency and response speed of business operations. More importantly, it cannot meet the urgent needs of modern enterprises for informationization, intelligence, and efficiency of financial management, hindering enterprises from maintaining their dominant position in the fierce market competition.
[0004] Therefore, how to improve business operation efficiency and the accuracy of business allocation through automated and intelligent processing of various business documents has become an inevitable trend in the development of the industry and a technical problem that needs to be solved urgently. Summary of the invention
[0005] In view of the defects of the prior art, the purpose of this application is to provide a method and system for automatic task dispatching based on workload weight, aiming to solve the problems of low efficiency of business operation and high error rate of business allocation in the prior art.
[0006] To achieve the above objectives, in a first aspect, the present application provides a method for automatically dispatching tasks based on workload weights, comprising: Classify financial emails according to email subjects and create different types of classification folders; the classification folders include folders to be reviewed and folders that have been reviewed; Read the email content in the to-be-reviewed folder regularly according to the client authorization code, parse the document number in the email content, and determine the company name and document type corresponding to the email according to the document number; Match the company name and document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; Determine the work weight, peak workload and in-transit workload of employees corresponding to the target position group, and determine the task processors of the tasks to be assigned according to the work weight, peak workload and in-transit workload; Automatically dispatch tasks based on the document number and the employee ID of the task processor.
[0007] Optionally, before classifying financial emails according to email subject, also include: Enable IMAP protocol to allow external applications to connect and access mailboxes; Set up client authorization code protocol to ensure secure access to external applications; Generate a globally unique PSA client authorization code, and configure the generated PSA client authorization code to the external application to access and read financial emails.
[0008] Optionally, the configuration process of dispatching rules and position groups includes: Set dispatch rules based on company name, document type, expenditure type, detailed expense type and detailed account; Determine the priority order of each dispatch rule in different scenarios, and determine the position group corresponding to each dispatch rule; Among them, the priority order from high to low is document type, expenditure type, detailed expense type and detailed account.
[0009] Optionally, determining the work weight, peak workload, and in-transit workload of employees corresponding to the target position group, and determining the task processor of the task to be assigned according to the work weight, peak workload, and in-transit workload, includes: Determine the employee ID and in-progress workload of the target position group, and perform a weighted average based on each employee's work weight and in-progress workload to obtain a weighted result for each employee; Sorting the weighted results in reverse order to obtain a sorting result; Determine the target employee corresponding to the maximum in-transit workload within a preset weight range based on the sorting results; When the in-transit workload of the target employee does not exceed the peak total workload, the target employee is used as the task processor for the task to be assigned.
[0010] Optionally, the work weight is determined according to the nature of the employee's work and work ability, the peak workload is determined according to the full or partial input of the employee, and the workload in transit is determined by obtaining the workload that the employee has not yet processed based on the employee's work number.
[0011] Optionally, the automatic dispatching of tasks based on the document number and the employee ID of the task processor includes: Through the RESTful interface, the pending processor of the document application system process is updated according to the document number and the employee ID of the task processor; A notification email is sent to the person handling the pending documents to prompt the person to log in to the system to handle the pending documents.
[0012] Optionally, after regularly reading the email content of the classification folder according to the client authorization code, the method further includes: Determine whether the content of the email is in a financial pending review status; If it is not in the status of pending financial review, the latest document details will be queried according to the document number in the email content, the document details in the dispatch document center library will be updated and the task of automatic dispatch will be ended.
[0013] Optionally, it also includes: Monitor the time consumption information of employees in processing documents in real time, identify documents that are not processed within the specified time based on the time consumption information, and obtain timeout detection results; Automatically re-dispatching the timed-out and unprocessed documents based on the timeout detection result, and recording the time-consuming data of the re-dispatching; Based on the time-consuming information and time-consuming data, employee performance improvement suggestions are generated, and based on the improvement suggestions, a performance improvement basis is provided to the operation layer.
[0014] In a second aspect, the present application also provides a system for automatically dispatching tasks based on workload weights, comprising: A classification module is used to classify financial emails according to email subjects and create different types of classification folders; the classification folders include folders to be reviewed and folders that have been reviewed; The mail reading module is used to read the mail content in the to-be-reviewed folder according to the client authorization code at regular intervals, parse the document number in the mail content, and determine the company name and document type corresponding to the mail according to the document number; A group determination module, used to match the company name and document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; A personnel determination module is used to determine the work weight, peak workload and in-transit workload of employees corresponding to the target position group, and determine the task processor of the task to be assigned according to the work weight, peak workload and in-transit workload; The automatic dispatching module is used to automatically dispatch tasks based on the document number and the employee ID of the task processor.
[0015] In a third aspect, the present application provides an electronic device comprising: at least one memory for storing programs; and at least one processor for executing the programs stored in the memory. When the program stored in the memory is executed, the processor is used to execute the method described in the first aspect or any possible implementation of the first aspect.
[0016] In a fourth aspect, the present application provides a computer-readable storage medium, which stores a computer program. When the computer program runs on a processor, the processor executes the method described in the first aspect or any possible implementation of the first aspect.
[0017] In a fifth aspect, the present application provides a computer program product. When the computer program product runs on a processor, the processor executes the method described in the first aspect or any possible implementation of the first aspect.
[0018] It can be understood that the beneficial effects of the second to fifth aspects mentioned above can be found in the relevant description of the first aspect mentioned above, and will not be repeated here.
[0019] In general, the above technical solutions conceived by this application have the following beneficial effects compared with the prior art: (1) This application uses data indicators such as work weight, peak workload and in-transit workload to scientifically evaluate the workload and processing capacity of each employee, so as to make reasonable task dispatch; and this application combines the set dispatch rules and priority order to ensure that the corresponding employees get the most appropriate to-do documents, avoiding the problem of uneven task distribution due to differences in work nature and ability, thereby improving overall work efficiency. And by automatically reading and parsing emails, the error rate caused by manual input is greatly reduced, which helps to ensure the accuracy and completeness of business data, thereby also realizing the informationization, intelligence and efficiency of financial management of enterprises.
[0020] (2) This application uses penetrating email reading technology, which can monitor and read the content of financial emails in real time and automatically extract relevant information from the folder to be reviewed. Through automated processing, it significantly reduces the tedious steps of manually logging into the system to manually check and update document information, saving time and human resources, thereby improving overall work efficiency.
[0021] (3) This application can monitor the time employees spend processing document information in real time and track the processing progress. When a document is found to have exceeded the time limit and has not been processed, the system will automatically reassign the document and record the relevant time-consuming data, providing a strong basis for performance improvement for the operations level. BRIEF DESCRIPTION OF THE DRAWINGS
[0022] Figure 1 This is one of the flow charts of the method for automatically dispatching tasks based on workload weights provided in an embodiment of the present application; Figure 2 This is the second flow chart of the method for automatically dispatching tasks based on workload weights provided in an embodiment of the present application; Figure 3This is the third flow chart of the method for automatically dispatching tasks based on workload weights provided in an embodiment of the present application; Figure 4 It is a structural diagram of a task automatic dispatching device based on workload weight provided in an embodiment of the present application; Figure 5 It is a schematic diagram of the structure of an electronic device provided in an embodiment of the present application. DETAILED DESCRIPTION
[0023] In order to make the purpose, technical solution and advantages of the present application more clearly understood, the present application is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not used to limit the present application.
[0024] The term "and / or" in this article is a description of the association relationship of associated objects, indicating that there can be three relationships. For example, A and / or B can represent: A exists alone, A and B exist at the same time, and B exists alone. The symbol " / " in this article indicates that the associated objects are in an or relationship, for example, A / B means A or B.
[0025] The terms "first" and "second" in the specification and claims herein are used to distinguish different objects rather than to describe a specific order of the objects. For example, a first response message and a second response message are used to distinguish different response messages rather than to describe a specific order of the response messages.
[0026] In the embodiments of the present application, words such as "exemplary" or "for example" are used to indicate examples, illustrations or descriptions. Any embodiment or design described as "exemplary" or "for example" in the embodiments of the present application should not be interpreted as being more preferred or more advantageous than other embodiments or designs. Specifically, the use of words such as "exemplary" or "for example" is intended to present related concepts in a specific way.
[0027] In the description of the embodiments of the present application, unless otherwise specified, "multiple" means two or more than two. For example, multiple processing units refer to two or more processing units, etc.; multiple elements refer to two or more elements, etc.
[0028] The embodiments of the present application are described below in conjunction with the drawings in the embodiments of the present application.
[0029] Reference Figure 1 The present application provides a method for automatically dispatching tasks based on workload weight, comprising: S101. Classify financial emails according to email subjects and create different types of classified folders; the classified folders include pending review folders and reviewed folders; S102. Read the email content in the pending folder regularly according to the client authorization code, parse the document number of the email content, and determine the company name and document type corresponding to the email according to the document number; S103. Match the company name and document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; S104. Determine the work weight, peak workload and in-transit workload of employees corresponding to the target position group, and determine the task processor to be assigned the task based on the work weight, peak workload and in-transit workload; S105. Automatically dispatch tasks based on the document number and the employee ID of the task processor.
[0030] First, in S101 of this embodiment, the subject content of each email is analyzed to determine its type, and corresponding classification folders are automatically created according to the identified email type, mainly including "folders to be reviewed" and "reviewed folders" to distinguish between unprocessed and processed emails.
[0031] Automatically move classified emails to corresponding folders, for example, move all pending expense reports to the "pending folder". Email classification can help you manage emails in an orderly manner, improve the efficiency of finding and processing specific emails, and reduce manual intervention and errors.
[0032] Secondly, in step S102, the email content in the folder to be reviewed is read regularly and analyzed.
[0033] In this embodiment, it can be set to automatically read the emails in the "folder to be reviewed" at a fixed time (such as every 5 minutes or every hour) to ensure timely processing. Use the client authorization code to connect securely to the mail server to obtain the content of the required email. Parse key information from the email, including the company name and document number, to quickly obtain the information of the document to be reviewed, reduce manual input, and ensure timely update of information.
[0034] Furthermore, matching is performed based on company name and document type. First, pre-set dispatching rules and priorities based on company name and document type. For example, certain types of documents may be given priority to employees with specific permissions or expertise. Use the parsed information to match the dispatching rules to determine which position group the document should be assigned to. Ensure that financial documents can be dispatched to the most appropriate processing team, improving the efficiency and accuracy of approval.
[0035] Furthermore, the actual person who handles the task to be assigned is determined through step S104 to ensure reasonable distribution of workload, and the current load situation of employees is identified by calculating the work weight, peak workload and in-transit workload of employees in the corresponding position group.
[0036] Based on data such as work weight, the most suitable employee to receive the task is automatically evaluated and determined to ensure a uniform workload. This can avoid excessive stress or inefficiency of employees due to uneven workload, while ensuring that tasks are processed in a timely manner.
[0037] Finally, step S105 automatically assigns the parsed tasks to the selected employees.
[0038] By generating a new task record, including the document number, relevant information and the work number of the designated processing personnel, and using the automatic dispatch function, the key task information is sent to the designated employee's work interface or notification system to ensure that they can see the pending tasks in time, thereby achieving rapid task allocation, enabling employees to quickly receive and process pending documents, and improving the efficiency and response speed of the entire process.
[0039] This application uses data indicators such as work weight, peak workload, and in-transit workload to scientifically evaluate each employee's workload and processing capacity, so as to make reasonable task dispatches; and this application combines the set dispatch rules and priority order to ensure that the corresponding employees get the most appropriate to-do documents, avoiding the problem of uneven task distribution due to differences in work nature and ability, thereby improving overall work efficiency. And by automatically reading and parsing emails, the error rate caused by manual input is greatly reduced, which helps to ensure the accuracy and completeness of information.
[0040] Optionally, before classifying financial emails according to email subject, also include: Enable IMAP protocol to allow external applications to connect and access mailboxes; Set up client authorization code protocol to ensure secure access to external applications; Generate a globally unique PSA client authorization code, and configure the generated PSA client authorization code to the external application to access and read financial emails.
[0041] Specifically, IMAP (Internet Message Access Protocol) in the embodiment of the present application is a protocol for receiving emails, which allows users to manage and access emails on multiple devices. The RSA client authorization code is a secure access mechanism based on the RSA encryption algorithm, which is used to allow external applications to access mailboxes without directly using passwords, thereby enhancing security.
[0042] By enabling the IMAP protocol, users or external applications can connect to the mailbox through the IMAP protocol to access email data; the client authorization code mechanism ensures secure access by external applications and reduces the risk of account abuse.
[0043] By generating a unique RSA client authorization code, external application access requests to mailboxes can pinpoint specific permissions and restrictions, enabling secure access and reading of financial emails, ensuring data security and integrity, and facilitating automated management of workflows.
[0044] The embodiment of the present application enables the IMAP protocol and sets the RSA client authorization code to ensure that external applications can access the mailbox securely. The client authorization code encrypted by RSA will further enhance the security of external applications, enabling them to process financial emails efficiently and securely, and optimize the email processing and response process.
[0045] Optionally, the configuration process of dispatching rules and position groups includes: Set dispatch rules based on company name, document type, expenditure type, detailed expense type and detailed account; Determine the priority order of each dispatch rule in different scenarios, and determine the position group corresponding to each dispatch rule; Among them, the priority order from high to low is document type, expenditure type, detailed expense type and detailed account.
[0046] Specifically, the dispatching rules of the embodiment of the present application are rules set according to various business scenarios and requirements, and are used to automate the distribution of financial documents to ensure that specific documents are distributed to appropriate position groups.
[0047] Set dispatch rules based on the following key attributes: company name, document type, expenditure type, detailed expense type, and detailed account, etc.
[0048] The following is a brief description of how to set up specific dispatch processing strategies for specific companies by identifying different companies and their related processing needs. Set up processing rules based on the type of document (e.g., expense report, invoice, payment request, etc.) to ensure that these documents are assigned to the appropriate functional team. Adjust dispatch rules based on the specific type of expense (e.g., travel expenses, office expenses, etc.) to quickly process requests in the corresponding category. Set up rules for specific expense items (e.g., transportation expenses, accommodation expenses) to be more targeted on specific expenses. Combine specific accounting subjects with dispatch rules to ensure that the finance department can respond and process related matters quickly.
[0049] According to the priority determined by the dispatching rules, the documents are assigned to the appropriate position groups to ensure the professionalism and efficiency of document processing.
[0050] For each dispatch rule, define the corresponding position group, match the set dispatch rule with its corresponding position group, so that each type of document can be assigned to the most appropriate position group.
[0051] The embodiment of the present application can ensure fast and accurate processing of financial documents through clear dispatching rules and priority sorting, greatly improving internal audit efficiency.
[0052] Optionally, determining the work weight, peak workload, and in-transit workload of employees corresponding to the target position group, and determining the task processor of the task to be assigned according to the work weight, peak workload, and in-transit workload, includes: Determine the employee ID and in-progress workload of the target position group, and perform a weighted average based on each employee's work weight and in-progress workload to obtain a weighted result for each employee; Sorting the weighted results in reverse order to obtain a sorting result; Determine the target employee corresponding to the maximum in-transit workload within a preset weight range based on the sorting results; When the in-transit workload of the target employee does not exceed the peak total workload, the target employee is used as the task processor for the task to be assigned.
[0053] Optionally, the work weight is determined according to the nature of the employee's work and work ability, the peak workload is determined according to the full or partial input of the employee, and the workload in transit is determined by obtaining the workload that the employee has not yet processed based on the employee's work number.
[0054] Specifically, in this embodiment, employee information of the target position group is collected, including work number and current in-transit workload. In-transit workload refers to work tasks that employees have not yet processed, and generally reflects the current workload of employees.
[0055] A weighted average calculation is performed based on each employee's work weight and the amount of work in progress to assess the employee's current workload. This calculation is performed for all employees to generate a weighted result for each employee.
[0056] Sort the weighted results of all employees in descending order to identify employees with higher workload and task handling capabilities. Sort in descending order based on the calculated weighted results. The sorted list will show the workload from highest to lowest. Based on the sorted results, find the target employee with the maximum in-transit workload within the weight range to determine the person who will handle the task to be assigned.
[0057] It should be noted that the weight range can be set according to the actual situation. By setting a suitable weight range, all employees within this range can be identified. Among the screened employees, find the one with the largest workload in transit, and record his / her employee number, workload in transit, and weighted result.
[0058] After determining the candidate target employee, it is necessary to check whether his / her workload in transit exceeds the employee's peak workload and confirm that the target employee's workload in transit does not exceed the set peak total workload. If the target employee's workload in transit meets the requirements, he / she is confirmed as the person who will handle the task to be assigned and the task is dispatched.
[0059] Optionally, the job weight is quantified based on the employee's job nature and job ability. The weight can be rated between 1 and 10, with higher numbers representing greater job intensity or complexity.
[0060] The peak workload can be set based on the nature of the employee's work. For example, the normal workload of a full-time employee is set at 40 hours per week, while a reasonable load cap is set for a part-time employee based on actual working hours.
[0061] The workload in progress is automatically aggregated through the project management system for currently unfinished tasks, ensuring that the task status of each employee is reflected in real time.
[0062] The embodiments of the present application can effectively allocate tasks according to employees' work weights and in-transit workloads, thereby optimizing work arrangements and improving team work efficiency.
[0063] Optionally, the automatic dispatching of tasks based on the document number and the employee ID of the task processor includes: Through the RESTful interface, the pending processor of the document application system process is updated according to the document number and the employee ID of the task processor; A notification email is sent to the person handling the pending documents to prompt the person to log in to the system to handle the pending documents.
[0064] In this embodiment, the RESTful interface will be used to update the pending handler in the document application system. This interface will receive the document number and the identification information of the new task handler to complete the update of the pending handler. An efficient and systematic method is used to update the pending handler of the document and remind the relevant personnel to handle it through email. The updates and notifications realized through the RESTful interface can greatly improve the automation of the workflow and the timeliness of information transmission, ensuring that the tasks can be delivered to the pending handler quickly and efficiently.
[0065] Optionally, after regularly reading the email content of the classification folder according to the client authorization code, the method further includes: Determine whether the content of the email is in a financial pending review status; If it is not in the status of pending financial review, the latest document details will be queried according to the document number in the email content, the document details in the dispatch document center library will be updated and the task of automatic dispatch will be ended.
[0066] Specifically, the embodiment of the present application checks whether the content of the received email points to information in a financial pending review status. If the email is not in a financial pending review status, the latest document details are queried according to the document number in the email content. If it is confirmed that the document details need to be updated, the latest information obtained from the query is updated to the dispatch document center library.
[0067] Through the above embodiment, it is possible to quickly judge the content of the email, automatically query and synchronize the latest document details. The automation of this process will greatly improve the efficiency of financial auditing and document management, ensuring that all information is kept updated to solve the problem of information lag.
[0068] Optionally, it also includes: Monitor the time consumption information of employees in processing documents in real time, identify documents that are not processed within the specified time based on the time consumption information, and obtain timeout detection results; Automatically re-dispatching the timed-out and unprocessed documents based on the timeout detection result, and recording the time-consuming data of the re-dispatching; Based on the time-consuming information and time-consuming data, employee performance improvement suggestions are generated, and based on the improvement suggestions, a performance improvement basis is provided to the operation layer.
[0069] Specifically, the embodiment of the present application monitors the time-consuming information of employees processing documents, records the processing start time and end time of each document, and identifies the documents that are not processed within the specified time according to the preset processing time limit to obtain the timeout detection result.
[0070] Set a processing time limit for each document based on business needs (for example, complete processing within 24 hours). Run the detection script regularly (such as every hour) to query the time consumption information of all documents in the database. Compare the processing time of each document with the set time limit to identify overdue documents.
[0071] Based on the timeout detection results, the overdue and unprocessed documents are automatically re-assigned, and the time consumption data of the re-assignment is recorded. For each overdue document, a new task processor is automatically selected according to the preset dispatching rules and the time consumption data of the re-assignment is recorded.
[0072] Based on the processing time information and re-dispatching time data, performance improvement suggestions are generated for employees and a basis for decision-making is provided for the operations level.
[0073] The embodiment of the present application timely identifies overdue documents and performs effective re-processing through real-time monitoring of the time spent by employees in processing documents. The performance improvement suggestions generated based on the time-consuming data will provide a strong basis for decision-making at the operational level, helping to improve overall work efficiency and employee performance.
[0074] Reference Figure 2 , Figure 2 It is a complete flow chart of an embodiment of the present application, including: penetrating email reading, dispatch rule management, dispatch weight management, and automatic dispatch.
[0075] Penetrating email reading includes: opening the IMAP / SMTP protocol for corporate mailboxes; opening the client authorization password and generating a unique customer authorization code; creating classified folders to store financial pending review and financial reviewed emails; setting up email classification rules to classify emails into different folders according to different email subjects; connecting to corporate mailboxes and reading emails in classified folders incrementally at regular intervals; Determine whether it is pending financial review; query the latest document details according to the document number and update the document details in the dispatch document center library; Order dispatch rule management includes: configuring corresponding position groups according to company, document type, expenditure type, detailed expense type, and detailed account; entering company and document type, matching according to order dispatch rule priority rules; judging document type, expenditure type, detailed expense type, and detailed account in sequence; if yes, getting the matching position group, otherwise continue judging; document types that are not capital expenditures and cannot be matched are assigned to the fallback position group; Dispatch weight management includes: configuring employee ID, weight value, and peak workload; inputting employee ID and in-transit workload of the position group, weighted average based on weight and in-transit workload, and sorting in descending order; Determine whether it is the maximum within the weight range; determine whether the workload in transit exceeds the peak workload; Automatic dispatch includes: automatically updating the current node approver of the expense document to the employee calculated based on the dispatch rules.
[0076] Reference Figure 3 , Figure 3 It is a detailed business diagram of the embodiment of the present application, including the following processes: 1. Read and parse the content of the file according to the user's authorization code every 5 minutes; 2. Automatically parse document types and classify them into different document channels; 3. Identify the order receiving group based on the order dispatching rules such as document type, expenditure type, item number attribute, debit account attribute, etc.; 4. Allocate order-taking groups based on weight, in-transit workload, and peak workload, and assign document tasks to specific personnel; 5. Update the business document processing system according to the document number and the specific person who outputs it.
[0077] Reference Figure 4 The present application also provides a task automatic dispatching system based on workload weight, comprising: The classification module 410 is used to classify financial emails according to email subjects and create different types of classification folders; the classification folders include pending review folders and reviewed folders; The email reading module 420 is used to read the email content in the to-be-reviewed folder according to the client authorization code at regular intervals, parse the document number in the email content, and determine the company name and document type corresponding to the email according to the document number; A group determination module 430 is used to match the company name and the document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; The personnel determination module 440 is used to determine the work weight, peak workload and in-transit workload of the employees corresponding to the target position group, and determine the task processor of the task to be assigned according to the work weight, peak workload and in-transit workload; The automatic dispatching module 450 is used to automatically dispatch tasks based on the document number and the employee ID of the task processor.
[0078] Optionally, a protocol setting module is further included, for: Enable IMAP protocol to allow external applications to connect and access mailboxes; Set up client authorization code protocol to ensure secure access to external applications; Generate a globally unique PSA client authorization code, and configure the generated PSA client authorization code to the external application to access and read financial emails.
[0079] Optionally, the configuration process of dispatching rules and position groups includes: Set dispatch rules based on company name, document type, expenditure type, detailed expense type and detailed account; Determine the priority order of each dispatch rule in different scenarios, and determine the position group corresponding to each dispatch rule; Among them, the priority order from high to low is document type, expenditure type, detailed expense type and detailed account.
[0080] Optionally, determining the work weight, peak workload, and in-transit workload of employees corresponding to the target position group, and determining the task processor of the task to be assigned according to the work weight, peak workload, and in-transit workload, includes: Determine the employee ID and in-progress workload of the target position group, and perform a weighted average based on each employee's work weight and in-progress workload to obtain a weighted result for each employee; Sorting the weighted results in reverse order to obtain a sorting result; Determine the target employee corresponding to the maximum in-transit workload within a preset weight range based on the sorting results; When the in-transit workload of the target employee does not exceed the peak total workload, the target employee is used as the task processor for the task to be assigned.
[0081] Optionally, the work weight is determined according to the nature of the employee's work and work ability, the peak workload is determined according to the full or partial input of the employee, and the workload in transit is determined by obtaining the workload that the employee has not yet processed based on the employee's work number.
[0082] Optionally, the automatic dispatching of tasks based on the document number and the employee ID of the task processor includes: Through the RESTful interface, the pending processor of the document application system process is updated according to the document number and the employee ID of the task processor; A notification email is sent to the person handling the pending documents to prompt the person to log in to the system to handle the pending documents.
[0083] Optionally, an update module is also included, for: Determine whether the content of the email is in a financial pending review status; If it is not in the status of pending financial review, the latest document details will be queried according to the document number in the email content, the document details in the dispatch document center library will be updated and the task of automatic dispatch will be ended.
[0084] Optionally, an improvement module is further included, for: Monitor the time consumption information of employees in processing documents in real time, identify documents that are not processed within the specified time based on the time consumption information, and obtain timeout detection results; Automatically re-dispatching the timed-out and unprocessed documents based on the timeout detection result, and recording the time-consuming data of the re-dispatching; Based on the time-consuming information and time-consuming data, employee performance improvement suggestions are generated, and based on the improvement suggestions, a performance improvement basis is provided to the operation layer.
[0085] It should be understood that the above-mentioned device is used to execute the method in the above-mentioned embodiment. The implementation principle and technical effect of the corresponding program module in the device are similar to those described in the above-mentioned method. The working process of the device can refer to the corresponding process in the above-mentioned method, which will not be repeated here.
[0086] Reference Figure 5Based on the method in the above embodiment, the embodiment of the present application provides an electronic device, which may include: a processor (Processor) 510, a communication interface (Communications Interface) 520, a memory (Memory) 530 and a communication bus 540, wherein the processor 510, the communication interface 520, and the memory 530 communicate with each other through the communication bus 540. The processor 510 can call the logic instructions in the memory 530 to execute the method in the above embodiment.
[0087] In addition, the logic instructions in the above-mentioned memory 530 can be implemented in the form of software functional units and can be stored in a computer-readable storage medium when sold or used as an independent product. Based on this understanding, the technical solution of the present application, or the part that contributes to the prior art, or the part of the technical solution, can be embodied in the form of a software product, which is stored in a storage medium and includes a number of instructions for a computer device (which can be a personal computer, a server, or a network device, etc.) to perform all or part of the steps of the method described in each embodiment of the present application.
[0088] Based on the method in the above embodiment, an embodiment of the present application provides a computer-readable storage medium, which stores a computer program. When the computer program runs on a processor, the processor executes the method in the above embodiment.
[0089] Based on the method in the above embodiment, an embodiment of the present application provides a computer program product. When the computer program product runs on a processor, the processor executes the method in the above embodiment.
[0090] It is understandable that the processor in the embodiment of the present application may be a central processing unit (CPU), or other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field programmable gate arrays (FPGA) or other programmable logic devices, transistor logic devices, hardware components or any combination thereof. The general-purpose processor may be a microprocessor or any conventional processor.
[0091] The method steps in the embodiments of the present application can be implemented by hardware or by a processor executing software instructions. The software instructions can be composed of corresponding software modules, and the software modules can be stored in random access memory (RAM), flash memory, read-only memory (ROM), programmable read-only memory (PROM), erasable programmable read-only memory (EPROM), electrically erasable programmable read-only memory (EEPROM), registers, hard disks, mobile hard disks, CD-ROMs, or any other form of storage medium known in the art. An exemplary storage medium is coupled to the processor so that the processor can read information from the storage medium and write information to the storage medium. Of course, the storage medium can also be a component of the processor. The processor and the storage medium can be located in an ASIC.
[0092] In the above embodiments, it can be implemented in whole or in part by software, hardware, firmware or any combination thereof. When implemented by software, it can be implemented in whole or in part in the form of a computer program product. The computer program product includes one or more computer instructions. When the computer program instructions are loaded and executed on a computer, the process or function described in the embodiment of the present application is generated in whole or in part. The computer may be a general-purpose computer, a special-purpose computer, a computer network, or other programmable device. The computer instructions may be stored in a computer-readable storage medium or transmitted through the computer-readable storage medium. The computer instructions may be transmitted from a website site, computer, server or data center to another website site, computer, server or data center by wired (e.g., coaxial cable, optical fiber, digital subscriber line (DSL)) or wireless (e.g., infrared, wireless, microwave, etc.) means. The computer-readable storage medium may be any available medium that a computer can access or a data storage device such as a server or data center that includes one or more available media integrated. The available medium may be a magnetic medium (e.g., a floppy disk, a hard disk, a tape), an optical medium (e.g., a DVD), or a semiconductor medium (e.g., a solid-state drive (SSD)), etc.
[0093] It should be understood that the various numerical numbers involved in the embodiments of the present application are only used for the convenience of description and are not used to limit the scope of the embodiments of the present application.
[0094] It will be easily understood by those skilled in the art that the above description is only a preferred embodiment of the present application and is not intended to limit the present application. Any modifications, equivalent substitutions and improvements made within the spirit and principles of the present application shall be included in the scope of protection of the present application.
Claims
1. A method for automatically dispatching tasks based on workload weight, characterized in that: include: Classify financial emails according to email subjects and create different types of classification folders; the classification folders include folders to be reviewed and folders that have been reviewed; Read the email content in the to-be-reviewed folder regularly according to the client authorization code, parse the document number in the email content, and determine the company name and document type corresponding to the email according to the document number; Match the company name and document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; Determine the work weight, peak workload and in-transit workload of employees corresponding to the target position group, and determine the task processors of the tasks to be assigned according to the work weight, peak workload and in-transit workload; Automatically dispatch tasks based on the document number and the employee ID of the task processor.
2. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: Before categorizing financial emails by email subject, also include: Enable IMAP protocol to allow external applications to connect and access mailboxes; Set up client authorization code protocol to ensure secure access to external applications; Generate a globally unique PSA client authorization code, and configure the generated PSA client authorization code to the external application to access and read financial emails.
3. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: The configuration process of dispatch rules and position groups includes: Set dispatch rules based on company name, document type, expenditure type, detailed expense type and detailed account; Determine the priority order of each dispatch rule in different scenarios, and determine the position group corresponding to each dispatch rule; Among them, the priority order from high to low is document type, expenditure type, detailed expense type and detailed account.
4. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: Determine the work weight, peak workload, and in-transit workload of employees corresponding to the target position group, and determine the task processors of the tasks to be assigned based on the work weight, peak workload, and in-transit workload, including: Determine the employee ID and in-progress workload of the target position group, and perform a weighted average based on each employee's work weight and in-progress workload to obtain a weighted result for each employee; Sorting the weighted results in reverse order to obtain a sorting result; Determine the target employee corresponding to the maximum in-transit workload within a preset weight range based on the sorting results; In the case where the target employee's workload in transit does not exceed the peak total workload, the target employee is used as a task processor for the task to be assigned; Among them, the work weight is determined according to the employee's work nature and work ability, the peak workload is determined according to the employee's full or partial input, and the workload in transit is determined by obtaining the employee's unprocessed workload based on the employee's work number.
5. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: The automatic dispatching of tasks based on the document number and the employee ID of the task processor includes: Through the RESTful interface, the pending processor of the document application system process is updated according to the document number and the employee ID of the task processor; A notification email is sent to the person handling the pending documents to prompt the person to log in to the system to handle the pending documents.
6. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: After regularly reading the email content of the classification folder according to the client authorization code, the method further includes: Determine whether the content of the email is in a financial pending review status; If it is not in the status of pending financial review, the latest document details will be queried according to the document number in the email content, the document details in the dispatch document center library will be updated and the task of automatic dispatch will be ended.
7. The method for automatically dispatching tasks based on workload weight according to claim 1, characterized in that: Also includes: Monitor the time consumption information of employees in processing documents in real time, identify documents that are not processed within the specified time based on the time consumption information, and obtain timeout detection results; Automatically re-dispatching the timed-out and unprocessed documents based on the timeout detection result, and recording the time-consuming data of the re-dispatching; Based on the time-consuming information and time-consuming data, employee performance improvement suggestions are generated, and based on the improvement suggestions, a performance improvement basis is provided to the operation layer.
8. A task automatic dispatching system based on workload weight, characterized in that: include: A classification module is used to classify financial emails according to email subjects and create different types of classification folders; the classification folders include folders to be reviewed and folders that have been reviewed; The mail reading module is used to read the mail content in the to-be-reviewed folder according to the client authorization code at regular intervals, parse the document number in the mail content, and determine the company name and document type corresponding to the mail according to the document number; A group determination module, used to match the company name and document type with the set dispatching rules and priority order to determine the target position group corresponding to the document number; A personnel determination module is used to determine the work weight, peak workload and in-transit workload of employees corresponding to the target position group, and determine the task processor of the task to be assigned according to the work weight, peak workload and in-transit workload; The automatic dispatching module is used to automatically dispatch tasks based on the document number and the employee ID of the task processor.
9. An electronic device, characterized in that: include: at least one memory for storing a computer program; At least one processor is used to execute the program stored in the memory. When the program stored in the memory is executed, the processor is used to execute the method according to any one of claims 1 to 7.
10. A computer-readable storage medium storing a computer program, characterized in that: When the computer program runs on a processor, the processor is caused to execute the method according to any one of claims 1 to 7.