Customized plan-based line budget allocation method and device, equipment and medium

Abstract

The invention provides a line budget allocation method and device based on a customized plan, equipment and a medium, and the method comprises the steps: determining line budget items according to line income and expenditure amounts obtained by a data lake, generating a line item list based on a plurality of line budget items, and transmitting the line item list to a corresponding management system, acquiring project demand amounts and project priorities fed back by each management system, and summarizing the project demand amounts to obtain a line demand amount; and determining a line budget amount based on the line demand amount, determining a project budget amount of each line budget project according to the line budget amount, the project demand amount and the project priority, writing the project budget amount into a line project list, and issuing the line project list to a corresponding management system. According to the method, the line budget project of each line can be automatically determined according to the income and expenditure data stored in the data lake, a personalized line project list is constructed for each line, budget requirements are customized through the management system, and the flexibility and efficiency of budget compilation are improved.

Description

Technical Field

[0001] The present invention relates to the field of data processing technology, and in particular to a line budget allocation method, device, equipment and medium based on a customized plan. Background Art

[0002] Property management usually divides subordinate managers into different lines according to different functions or businesses. Each line is responsible for one or more management affairs and is the smallest unit of property management. Budget preparation is an important task in the field of property management. In the traditional budget allocation method, each line prepares budget requirements according to actual needs and then reports them. The relevant management department summarizes the budget requirements of each line and then allocates actual budget funds to each line according to the actual total budget. The efficiency of manual processing is relatively low and can no longer meet today's management needs.

[0003] At present, there are some automatic budget preparation technologies that can automatically generate budget funds for each line after inputting the total budget according to the set formula or model. However, the expenditure items of different lines are not necessarily the same. If the budget funds are manually allocated to each expenditure item, the budget allocation efficiency is still low. If the model is used to allocate the budget for each expenditure item, it is necessary to configure the expenditure items of all lines as the classification labels of the model, resulting in a large number of unnecessary calculations, and even misidentification of expenditure items, affecting the accuracy of budget allocation. Summary of the invention

[0004] The present invention aims to solve at least one of the technical problems existing in the prior art. To this end, the present invention proposes a line budget allocation method, device, equipment, and medium based on a customized plan, which can automatically determine the budget items of each line, automatically generate a line item list, and improve the accuracy and efficiency of budget allocation.

[0005] In a first aspect, an embodiment of the present invention provides a line budget allocation method based on a customized plan, which is applied to a budget management system, wherein the budget management system is communicatively connected to a data lake and multiple management systems, each of which is associated with a preset line identifier, and the method includes:

[0006] Based on any of the preset line identifiers, multiple line revenue and expenditure amounts are obtained from the data lake, the funding items corresponding to each of the line revenue and expenditure amounts are determined as line budget items, and a line item list is generated based on the multiple line budget items, wherein the line revenue and expenditure amounts are imported into the data lake by the management system and associated with the corresponding preset line identifiers;

[0007] Sending each of the line project lists to the corresponding management system, obtaining the project demand amounts and project priorities corresponding to each of the line budget items fed back by each of the management systems, and summarizing the project demand amounts to obtain the line demand amount;

[0008] Based on any of the preset line identifiers, the line budget amount is determined based on the line demand amount, and the project budget amount of each line budget item is determined according to the line budget amount, the project demand amount and the project priority. The project budget amount is written into the line project list and then sent to the corresponding management system.

[0009] According to some embodiments of the present invention, obtaining multiple line income and expenditure amounts from the data lake includes:

[0010] Sending a preset budget cycle and all the preset line identifiers to the data lake, so that the data lake determines a retrospective time period based on the duration indicated by the budget cycle, and feeds back a plurality of reference income and expenditure amounts corresponding to each preset line identifier within the retrospective time period to the budget management system;

[0011] The historical budget amount associated with the preset line identifier created in the previous budget period is obtained, and each reference income and expenditure amount is subtracted from the historical budget amount to obtain the line income and expenditure amount.

[0012] According to some embodiments of the present invention, determining the line budget amount based on the line demand amount includes:

[0013] Based on any of the preset line identifiers, when the sum of the line revenue and expenditure is greater than or equal to zero, the line budget amount is determined based on the line demand amount and a preset budget ratio;

[0014] When the sum of the revenue and expenditure amounts of the plurality of lines is less than zero, the sum of the line demand amount and the absolute value of the line revenue and expenditure amount is determined as the line budget amount.

[0015] According to some embodiments of the present invention, determining the project budget amount of each of the line budget items according to the line budget amount, the project demand amount and the project priority includes:

[0016] Allocate the project budget amount to the line budget item based on the project demand amount in descending order of the project priority;

[0017] Each time the allocation of the project budget amount is completed, the budget allocation ratio is updated in real time, wherein the budget allocation ratio is the ratio of the sum of the allocated project budget amounts to the line budget amount;

[0018] When the budget allocation ratio is greater than a preset ratio threshold, the line budget item to which the project budget amount is not allocated is determined as an abnormal budget item, and the project budget amount of the abnormal budget item is determined to be zero.

[0019] According to some embodiments of the present invention, after the project budget amount is written into the line project list and then sent to the corresponding management system, the method further includes:

[0020] When the budget update information of any preset line identification is obtained, the line project budget and the budget allocation ratio are updated based on the budget update information;

[0021] When the updated budget allocation ratio is less than the ratio threshold, allocating the project budget amount to the abnormal budget project from the updated line project budget based on the project priority, and updating the line project list;

[0022] The updated line item list is fed back to the management system in real time.

[0023] According to some embodiments of the present invention, before determining the project budget amount of each of the line budget items according to the line budget amount, the project demand amount and the project priority, the method further includes:

[0024] Determine the historical project amount corresponding to each of the line budget items from the plurality of reference revenue and expenditure amounts;

[0025] When the amount of the historical project is less than zero, the project priority of the corresponding line budget project is adjusted to the highest.

[0026] According to some embodiments of the present invention, before writing the project budget amount into the line project list and sending it to the corresponding management system, the method further includes:

[0027] Acquire a plurality of preset area identifiers, wherein each of the preset area identifiers includes a plurality of the preset line identifiers;

[0028] Based on any of the preset regional identifiers, the line demand amounts of the associated preset line identifiers are aggregated to obtain a regional demand amount;

[0029] Obtaining a regional budget amount compiled for each of the preset regional identifiers;

[0030] When the regional budget amount is less than the regional demand amount, the budget amounts of each line are updated based on the ratio of the regional budget amount to the regional demand amount.

[0031] In a second aspect, an embodiment of the present invention provides a line budget allocation device based on a customized plan, comprising at least one control processor and a memory for communicating with the at least one control processor; the memory stores instructions executable 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 line budget allocation method based on a customized plan as described in the first aspect above.

[0032] In a third aspect, an embodiment of the present invention provides an electronic device, comprising the line budget allocation device based on the customized plan as described in the second aspect above.

[0033] In a fourth aspect, an embodiment of the present invention provides a computer-readable storage medium storing computer-executable instructions for executing the line budget allocation method based on the customized plan as described in the first aspect above.

[0034] According to the line budget allocation method based on customized plan according to the embodiment of the present invention, there are at least the following beneficial effects: based on any of the preset line identifiers, multiple line income and expenditure amounts are obtained from the data lake, the funding items corresponding to each of the line income and expenditure amounts are determined as line budget items, and a line item list is generated based on the multiple line budget items, wherein the line income and expenditure amounts are imported into the data lake by the management system and associated with the corresponding preset line identifiers; each of the line item lists is sent to the corresponding management system, and the project demand amount and project priority corresponding to each of the line budget items fed back by each of the management systems are obtained, and the project demand amount is summarized to obtain the line demand amount; based on any of the preset line identifiers, the line budget amount is determined based on the line demand amount, and the project budget amount of each of the line budget items is determined according to the line budget amount, the project demand amount and the project priority, and the project budget amount is written into the line item list and then sent to the corresponding management system. According to the technical solution of the embodiment of the present invention, it is possible to automatically determine the line budget items of each line based on the income and expenditure data saved in the data lake, build a personalized line item list for each line, customize budget requirements through the management system, and improve the flexibility and efficiency of budget preparation. BRIEF DESCRIPTION OF THE DRAWINGS

[0035] Figure 1 is a schematic diagram of a budget management system provided by an embodiment of the present invention;

[0036] Figure 2 is a flow chart of a line budget allocation method based on a customized plan provided by another embodiment of the present invention;

[0037] Figure 3is a complete flow chart of a line budget allocation method based on a customized plan provided by another embodiment of the present invention;

[0038] Figure 4 It is a structural diagram of a line budget allocation device based on a customized plan provided by another embodiment of the present invention. DETAILED DESCRIPTION

[0039] Embodiments of the present invention are described in detail below, examples of which are shown in the accompanying drawings, wherein the same or similar reference numerals throughout represent the same or similar elements or elements having the same or similar functions. The embodiments described below with reference to the accompanying drawings are exemplary and are only used to explain the present invention, and cannot be understood as limiting the present invention.

[0040] In the description of the present invention, it should be understood that descriptions involving orientations, such as up, down, front, back, left, right, etc., and orientations or positional relationships indicated are based on the orientations or positional relationships shown in the accompanying drawings, and are only for the convenience of describing the present invention and simplifying the description, and do not indicate or imply that the device or element referred to must have a specific orientation, be constructed and operated in a specific orientation, and therefore should not be understood as a limitation on the present invention.

[0041] In the description of the present invention, "several" means one or more, "more" means more than two, "greater than", "less than", "exceed" etc. are understood as not including the number itself, and "above", "below", "within" etc. are understood as including the number itself. If there is a description of "first" or "second", it is only used for the purpose of distinguishing the technical features, and cannot be understood as indicating or implying the relative importance or implicitly indicating the number of the indicated technical features or implicitly indicating the order of the indicated technical features.

[0042] In the description of the present invention, unless otherwise clearly defined, terms such as setting, installing, connecting, etc. should be understood in a broad sense, and technicians in the relevant technical field can reasonably determine the specific meanings of the above terms in the present invention based on the specific content of the technical solution.

[0043] The professional terms involved in this embodiment are explained below:

[0044] Data Lake: An emerging data storage model designed to store large amounts of raw, unprocessed data that can be stored in the cloud or in local storage systems. Data Lakes do not require a predefined data structure and can flexibly store various types of data, including structured, semi-structured, and unstructured data.

[0045] Line: Usually used in property management or related industries. It refers to a department or business area within a property company that is divided according to functions or businesses and is responsible for specific property management matters. The property line covers many aspects of property management, including but not limited to customer service, facility management, safety management, environmental maintenance, and financial management.

[0046] An embodiment of the present invention provides a line budget allocation method, device, equipment, and medium based on a customized plan, wherein the line budget allocation method based on a customized plan includes: based on any of the preset line identifiers, obtaining multiple line income and expenditure amounts from the data lake, determining the funding items corresponding to each of the line income and expenditure amounts as line budget items, and generating a line item list based on multiple line budget items, wherein the line income and expenditure amounts are imported into the data lake by the management system and associated with the corresponding preset line identifier; sending each of the line item lists to the corresponding management system, obtaining the project demand amount and project priority corresponding to each of the line budget items fed back by each of the management systems, and summarizing the project demand amount to obtain the line demand amount; based on any of the preset line identifiers, determining the line budget amount based on the line demand amount, determining the project budget amount of each of the line budget items according to the line budget amount, the project demand amount and the project priority, writing the project budget amount into the line item list and then sending it to the corresponding management system. According to the technical solution of the embodiment of the present invention, it is possible to automatically determine the line budget items of each line based on the income and expenditure data saved in the data lake, build a personalized line item list for each line, customize budget requirements through the management system, and improve the flexibility and efficiency of budget preparation.

[0047] First, refer to Figure 1 , Figure 1 This is a schematic diagram of a budget management system provided in an embodiment of the present invention. The budget management system 10 is communicatively connected to a data lake 30 and multiple management systems, and each of the management systems is associated with a preset line identifier.

[0048] It should be noted that each management system corresponds to a property line, such as Figure 1 As shown, the first system 21 is a management system for a property maintenance line, the second system 22 is a management system for a property cleaning line, and the third system 23 is a management system for a rental management line.

[0049] It should be noted that the data lake 30 stores the income and expenditure data sent by each management system. For example, each management system periodically compiles an income and expenditure report and stores it in the data lake 30, or the management system stores the generated income and expenditure data in real time in the data lake 30. The use of a data lake can store data in various formats, which can achieve better data compatibility in multi-system scenarios.

[0050] The following is based on the Figure 1 The budget management system shown further illustrates the technical solution of the embodiment of the present invention.

[0051] Reference Figure 2 , Figure 2 A flowchart of a line budget allocation method based on a customized plan is provided in an embodiment of the present invention. The line budget allocation method based on a customized plan includes but is not limited to the following steps:

[0052] S10, based on any preset line identifier, multiple line revenue and expenditure amounts are obtained from the data lake, the capital items corresponding to each line revenue and expenditure amount are determined as line budget items, and a line item list is generated based on the multiple line budget items, wherein the line revenue and expenditure amounts are imported into the data lake by the management system and associated with the corresponding preset line identifier;

[0053] S20, sending each line project list to the corresponding management system, obtaining the project demand amount and project priority corresponding to each line budget project fed back by each management system, and summarizing the project demand amount to obtain the line demand amount;

[0054] S30, based on any preset line identifier, determine the line budget amount based on the line demand amount, determine the project budget amount of each line budget item according to the line budget amount, project demand amount and project priority, write the project budget amount into the line project list and send it to the corresponding management system.

[0055] It should be noted that the preset line identifiers are used to distinguish different property lines, for example Figure 1 As shown, the preset line identifiers can be property maintenance, property cleaning, rental management, etc., which are not limited here. Since different property lines can be managed online through different systems, the management system can save the generated income and expenditure data to the data lake in real time. For example, after the property maintenance system initiates an expenditure for purchasing materials, the relevant information of the expenditure is saved to the data lake. This embodiment uses the data lake to save income and expenditure data, which can be compatible with income and expenditure data of different formats in different management systems, and realize multi-system compatibility.

[0056] It should be noted that the income and expenditure data of the data lake includes the income and expenditure amounts of the line and the line budget items, such as Figure 1 As shown in the figure, the line budget item corresponding to the purchase of materials is "material cost", and the line income and expenditure amount is the specific "amount 1"; for another example, the line budget item corresponding to a rental income amount is "rent", and the line income and expenditure amount is the specific "amount 5". Since the data lake stores relevant information and is imported by the management system, each income and expenditure data can be associated with the corresponding preset line identifier before being saved in the data lake, for example Figure 1 As shown, the preset line markers corresponding to "material cost" and "amount 1" are "line marker 1" of the property maintenance system.

[0057] It should be noted that when initiating budget preparation, the budget management system can obtain relevant data from the data lake according to any number of preset line identifiers, thereby improving the flexibility of budget allocation. Figure 1 If only the budget for the property maintenance line and the property cleaning line needs to be prepared, the budget management system 10 sends line identifier 1 and line identifier 2 to the data lake 30. Since the rental management line is not involved, line identifier 3 is not sent.

[0058] It should be noted that after the data lake receives the preset line identifier, it matches all the line income and expenditure amounts according to the preset line identifier and determines the corresponding line budget items. The line income and expenditure amounts in this embodiment are the total income and expenditure of a line budget item, not each income and expenditure. If there are multiple income and expenditure data corresponding to the same line budget item, all income and expenditure can be summed up to obtain the line income and expenditure amount. The line income and expenditure amount can be positive or negative, for example, the income data is positive and the expenditure data is negative. The positive and negative manifestation of income and expenditure can be determined according to actual needs.

[0059] It should be noted that each preset line identifier can match multiple line budget items. Since the line budget items are specified when the management system imports income and expenditure data into the data lake, the line budget items corresponding to each property line can be different or partially the same. Each line item list is obtained based on the expenditure data of the corresponding property line. In this embodiment, the preset line identifier is used as the basis for aggregation, and all line budget items corresponding to the same preset line identifier are aggregated into a line item list, so that the line item list is obtained based on the flexible configuration of each property line, and not all property lines use the same line item list, thereby improving the flexibility and customization of the line item list, making the budget allocation more accurate, and reducing the data processing of line budget items not involved. Of course, the management system can also manually add line budget items after obtaining the line item list.

[0060] For example, Figure 1As shown, the preset line identifier corresponding to the property maintenance line is line identifier 1, and the line revenue and expenditure amounts stored in the data lake 30 by the property maintenance system include amount 1 and amount 2. The line budget item corresponding to amount 1 is material cost, and the line budget item corresponding to amount 2 is labor cost. The line item list constructed based on line identifier 1 includes material cost and labor cost; the property cleaning line corresponds to line identifier 2, and the corresponding line revenue and expenditure amounts include amount 3 and amount 4, and the corresponding budget line items are labor cost and tool purchase, respectively. The line item list constructed based on line identifier 2 includes labor cost and tool purchase. Although the two line item lists include the same line budget item, they do not interfere with each other during the determination process. The corresponding line budget item is determined according to each preset line identifier, so that the line item list is a customized table of the preset line identifier.

[0061] It should be noted that after obtaining the line project list, it is sent to the corresponding management system. The management system can manually enter the project demand amount corresponding to each line budget item by filling out a form, and further configure the project priority. The project priority represents the priority of the corresponding line budget item when allocating the budget, thereby improving the flexibility of budget allocation.

[0062] It should be noted that after the project demand amount is filled in the management terminal, the line project list can represent the budget plan of the property line. After obtaining all the line project lists, the budget management system of this embodiment automatically determines the line budget amount based on the line demand amount. The specific budget determination method is not within the scope of discussion of this embodiment, and it is sufficient to determine the budget based on demand.

[0063] It should be noted that after obtaining the line budget amount, since the line demand corresponding to each line budget item is known, the budget can be allocated according to the project priority, thereby obtaining the project budget amount for each line budget item. This embodiment does not limit the project budget amount to be equal to the project demand amount. According to the specific strategy adjustment of the budget allocation, the project budget amount corresponding to each line budget item can be obtained. Of course, in the case of insufficient budget, the project budget amount can also be zero, which will not be elaborated here. After determining the project budget amount, fill in the line project list and send it to the management system, so that each management system can know the actual allocated budget.

[0064] In addition, in one embodiment, referring to Figure 3 In step S10, multiple line income and expenditure amounts are obtained from the data lake, including but not limited to the following steps:

[0065] S11, sending the preset budget cycle and all preset line identifiers to the data lake, so that the data lake determines the retrospective time period based on the duration indicated by the budget cycle, and feeds back multiple reference income and expenditure amounts corresponding to each preset line identifier within the retrospective time period to the budget management system;

[0066] S12, obtaining the historical budget amount associated with the preset line identifier created in the previous budget cycle, and subtracting each reference income and expenditure amount from the historical budget amount to obtain the line income and expenditure amount.

[0067] It should be noted that budget preparation usually has a clear periodicity. Therefore, when querying data from the data lake, this embodiment synchronously sends the budget cycle to the data lake. The data lake traces back in time according to the budget cycle and the current date to obtain the traceback time period. For example, if the budget cycle is one month, the traceback time period is one month with the current date as the end point. In each budget cycle, the management system needs to report all budget usage, so the data lake must have the line income and expenditure amounts corresponding to all line budget items, which can ensure the accuracy of the line budget items and effectively avoid the omission of line budget items. This embodiment obtains all income and expenditure corresponding to the preset line identifier as a reference income and expenditure amount by tracing back the time period, and feeds the reference income and expenditure amount back to the budget management system for calculation.

[0068] It should be noted that after obtaining the reference income and expenditure amount, since the line income and expenditure amount is the total income and expenditure of the line budget project, the income can be the allocated budget. Therefore, this embodiment obtains the historical budget amount created in the previous period, with the historical budget amount as a positive number and the expenditure as a negative number. The historical budget amount is deducted from all the reference income and expenditure amounts to obtain the line income and expenditure amount, so that the line income and expenditure amount represents the remaining budget or funding gap of the line budget project after the previous budget cycle.

[0069] In addition, in one embodiment, referring to Figure 3 In step S30, the line budget amount is determined based on the line demand amount, which specifically includes but is not limited to the following steps:

[0070] S31, based on any preset line identifier, when the sum of the line revenue and expenditure is greater than or equal to zero, determining the line budget amount based on the line demand amount and the preset budget ratio;

[0071] S32: When the sum of the revenue and expenditure amounts of multiple lines is less than zero, the sum of the line demand amount and the absolute value of the line revenue and expenditure amount is determined as the line budget amount.

[0072] It should be noted that before preparing a budget, it is usually necessary to count the surplus of the previous budget cycle. Taking a preset line identifier as an example, when the sum of all line revenue and expenditure amounts is greater than or equal to 0, there is a budget surplus in the previous budget cycle. The line demand amount is used to represent the funding gap in the next budget cycle. Therefore, the line demand amount can be directly applied. The line budget amount is determined based on the line demand amount and the budget ratio. The budget ratio can be set according to actual needs. For example, it can be set to 1 if the needs are met, and it can be set to less than 1 if the budget is insufficient.

[0073] It should be noted that when the sum of the line's revenue and expenditure is less than zero, there is a funding gap in the previous period. The line demand amount is used to represent the funding demand for the next budget period. Therefore, the required budget is the sum of the funding demand and the funding gap, that is, the sum of the absolute values ​​of the line demand amount and the line's revenue and expenditure amount.

[0074] In addition, in one embodiment, referring to Figure 3 In step S30, the project budget amount of each line budget project is determined according to the line budget amount, the project demand amount and the project priority, which specifically includes but is not limited to the following steps:

[0075] S33, allocating project budget amounts to line budget projects based on project demand amounts in descending order of project priority;

[0076] S34, after each project budget amount is allocated, the budget allocation ratio is updated in real time, wherein the budget allocation ratio is the ratio of the sum of the allocated project budget amounts to the line budget amount;

[0077] S35, when the budget allocation ratio is greater than a preset ratio threshold, the line budget item to which the project budget amount is not allocated is determined as an abnormal budget item, and the project budget amount of the abnormal budget item is determined to be zero.

[0078] It should be noted that this embodiment allocates budget for each line budget project based on project priority, prioritizes the line budget project with the highest priority, and the allocated project budget amount is the project demand amount to ensure that the high priority project budget is met.

[0079] For example, Figure 1 As shown, the priority of material cost is low and the priority of labor cost is high. The labor cost is allocated according to amount 7 first, and then the material cost of amount 6 is allocated in the remaining budget.

[0080] It should be noted that each time the allocation of a project budget amount is completed, the corresponding amount is subtracted from the line budget amount in real time, and the budget allocation ratio is determined. The budget allocation ratio will gradually increase with the allocation of the project budget amount. This embodiment sets a ratio threshold value less than 1, and leaves a part of redundancy when performing budget allocation. For example, the ratio threshold value is set to 80%. When the budget allocation ratio reaches 80%, the allocation of the next project budget amount is stopped, and the remaining 20% ​​of the budget is used as emergency funds. Of course, the ratio threshold value can be set according to actual needs. When there is no need to retain emergency funds, the ratio threshold value can be set to 1 so that step S34 will not be triggered.

[0081] It should be noted that when the budget allocation ratio reaches the ratio threshold before all project budget amounts are allocated, there is no need to perform step S35. Otherwise, the unallocated line budget items are determined as abnormal budget items, and the project budget amount allocated to the abnormal budget items is zero. According to the description of the above embodiment, the abnormal budget items will be treated as funding gaps in the next budget cycle, thereby adding up the project demand amounts of the two budget cycles when determining the budget. The abnormal budget items with lower priority this time are reserved for the next budget cycle for funding allocation.

[0082] In addition, in one embodiment, referring to Figure 3 After executing step S30, the following steps are also included but not limited to:

[0083] S41, when the budget update information of any preset line identifier is obtained, the line project budget and budget allocation ratio are updated based on the budget update information;

[0084] S42, when the updated budget allocation ratio is less than the ratio threshold, allocating the project budget amount to the abnormal budget project from the updated line project budget based on the project priority, and updating the line project list;

[0085] S43, feeding back the updated line project list to the management system in real time.

[0086] It should be noted that after determining the abnormal budget item, if there is a scenario where the budget increases or other line budget items have a surplus, budget update information with a preset line identifier can be generated to update the line item budget. After the line item budget is updated, the budget allocation ratio is updated, which reduces the budget allocation ratio and triggers the allocation of the next line budget item. That is, the project budget amount can be allocated to at least one abnormal budget item according to the project priority, and the line item list can be updated in real time after the update, thereby realizing dynamic budget update.

[0087] It should be noted that after each allocation of abnormal budget items is executed, the budget allocation ratio is updated in real time, and whether to continue allocation is determined based on the ratio threshold. If the budget allocation ratio is greater than the ratio threshold, the remaining abnormal item budget will still not be allocated. I will not go into details here.

[0088] In addition, in one embodiment, referring to Figure 3 Before executing step S30, the following steps are also included but not limited to:

[0089] S21, determining the historical project amount corresponding to each line budget item from multiple reference revenue and expenditure amounts;

[0090] S22, when the historical project amount is less than zero, the project priority of the corresponding line budget project is adjusted to the highest.

[0091] It should be noted that when allocating budgets, according to the description of the above embodiments, there may be abnormal budget items in the previous budget cycle, or there may be a funding gap in the allocated line budget items. Since no budget has been allocated, the reference income and expenditure amounts reflected after expenditure are negative. This embodiment determines the historical project amounts of each line budget item based on the reference income and expenditure amounts, and identifies the abnormal budget items of the previous budget cycle and the line budget items with funding gaps through the negative historical project amounts. This embodiment adjusts the project priority of the line budget line items whose historical project amounts are less than zero to the highest, gives priority to filling the funding gaps, and improves the rationality of budget allocation.

[0092] In addition, in one embodiment, referring to Figure 3 Before executing step S30, the following steps are also included but not limited to:

[0093] S23, obtaining a plurality of preset area identifiers, wherein each preset area identifier includes a plurality of preset line identifiers;

[0094] S24, based on any preset regional identifier, summarizing the line demand amounts of the associated preset line identifiers to obtain a regional demand amount;

[0095] S25, obtaining the regional budget amount compiled for each preset regional identifier;

[0096] S26, when the regional budget amount is less than the regional demand amount, the budget amount of each line is updated based on the ratio of the regional budget amount to the regional demand amount.

[0097] It should be noted that after completing the demand statistics for each line, the present embodiment further performs regional statistics. Each property management area can manage multiple property lines. A preset area identifier can be set for each property management area in the budget management system, and multiple preset line identifiers under each preset area identifier can be configured. After completing the line demand statistics, the line demand amounts of multiple preset line identifiers belonging to the same preset area identifier are summed to obtain the regional demand amount, thereby realizing regional demand statistics.

[0098] It should be noted that, on the premise of having the regional demand amount, a regional budget amount can be compiled for each preset regional identifier, so as to realize budget allocation at the regional level, reduce the number of budget allocations, eliminate the need to allocate budgets for each line one by one, and improve budget allocation efficiency.

[0099] It should be noted that when the regional budget amount is greater than the regional demand amount, the budget allocation for each property line can be made according to the line demand, which will not be elaborated here. When the regional budget amount is less than the regional demand, the budget amount of each line is updated by proportional calculation so that the sum of the line budget amounts is equal to the regional budget amount.

[0100] like Figure 4 As shown, Figure 4 : is a structural diagram of a line budget allocation device based on a customized plan provided by an embodiment of the present invention. The present invention also provides a line budget allocation device based on a customized plan, comprising:

[0101] The processor 401 may be implemented by a general-purpose central processing unit (CPU), a microprocessor, an application-specific integrated circuit (ASIC), or one or more integrated circuits, and is used to execute relevant programs to implement the technical solutions provided in the embodiments of the present application;

[0102] The memory 402 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 402 can store an operating system and other application programs. When the technical solution provided in the embodiment of this specification is implemented by software or firmware, the relevant program code is stored in the memory 402, and the processor 401 calls and executes the line budget allocation method based on the customized plan in the embodiment of this application;

[0103] Input / output interface 403, used to implement information input and output;

[0104] Communication interface 404, used to realize communication interaction between the device and other devices, which can be realized through wired mode (such as USB, network cable, etc.) or wireless mode (such as mobile network, WI FI, Bluetooth, etc.);

[0105] Bus 405 , which transmits information between various components of the device (e.g., processor 401 , memory 402 , input / output interface 403 , and communication interface 404 );

[0106] The processor 401 , the memory 402 , the input / output interface 403 and the communication interface 404 are connected to each other in communication within the device via the bus 405 .

[0107] An embodiment of the present application further provides an electronic device, comprising the line budget allocation device based on the customized plan as described above.

[0108] The 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 line budget allocation method based on customized plan is implemented.

[0109] As a non-transient computer-readable storage medium, the memory 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 devices. In some embodiments, the memory may optionally include a memory remotely arranged relative to the processor, and these remote memories may 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 implemented to be located in one place, or may also 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.

[0110] It will be appreciated by those skilled in the art that all or some of the steps and systems in the disclosed method above may be implemented as software, firmware, hardware and appropriate combinations thereof. Some physical components or all physical components may be implemented as software executed by a processor, such as a central processing unit, a digital signal processor or a microprocessor, or may be implemented as hardware, or may be implemented as an integrated circuit, such as an application specific integrated circuit. Such software may be distributed on a computer-readable medium, which may include a computer storage medium (or a non-transitory medium) and a communication medium (or a temporary medium). As known to those skilled in the art, the term computer storage medium includes volatile and non-volatile, removable and non-removable media implemented in any method or technology for storing information (such as computer-readable instructions, data structures, program modules or other data). Computer storage media include, but are not limited to, RAM, ROM, EEPROM, flash memory or other memory technologies, 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 may be used to store desired information and may be accessed by a computer. Furthermore, it is well known to those skilled in the art that communication media generally include 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.

[0111] The above is a specific description of the preferred implementation of the present invention, but the present invention is not limited to the above-mentioned implementation mode. Technical personnel familiar with the field can also make various equivalent deformations or substitutions under the shared conditions without violating the spirit of the present invention. These equivalent deformations or substitutions are all included in the scope defined by the claims of the present invention.

Claims

1. A line budget allocation method based on customized planning, characterized in that: Applied to a budget management system, the budget management system is communicatively connected to a data lake and multiple management systems, each of which is associated with a preset line identifier, the method includes: Based on any of the preset line identifiers, multiple line revenue and expenditure amounts are obtained from the data lake, the funding items corresponding to each of the line revenue and expenditure amounts are determined as line budget items, and a line item list is generated based on the multiple line budget items, wherein the line revenue and expenditure amounts are imported into the data lake by the management system and associated with the corresponding preset line identifiers; Sending each of the line project lists to the corresponding management system, obtaining the project demand amounts and project priorities corresponding to each of the line budget items fed back by each of the management systems, and summarizing the project demand amounts to obtain the line demand amount; Based on any of the preset line identifiers, the line budget amount is determined based on the line demand amount, and the project budget amount of each line budget item is determined according to the line budget amount, the project demand amount and the project priority. The project budget amount is written into the line project list and then sent to the corresponding management system.

2. The line budget allocation method for a customized plan according to claim 1, characterized in that: Obtain multiple line income and expenditure amounts from the data lake, including: Sending a preset budget cycle and all the preset line identifiers to the data lake, so that the data lake determines a retrospective time period based on the duration indicated by the budget cycle, and feeds back a plurality of reference income and expenditure amounts corresponding to each preset line identifier within the retrospective time period to the budget management system; The historical budget amount associated with the preset line identifier created in the previous budget period is obtained, and each reference income and expenditure amount is subtracted from the historical budget amount to obtain the line income and expenditure amount.

3. The line budget allocation method for a customized plan according to claim 2, characterized in that: Determining the line budget amount based on the line demand amount includes: Based on any of the preset line identifiers, when the sum of the line revenue and expenditure is greater than or equal to zero, the line budget amount is determined based on the line demand amount and a preset budget ratio; When the sum of the revenue and expenditure amounts of the multiple lines is less than zero, the sum of the line demand amount and the absolute value of the line revenue and expenditure amount is determined as the line budget amount.

4. The line budget allocation method for a customized plan according to claim 3, characterized in that: Determining the project budget amount of each of the line budget items according to the line budget amount, the project demand amount and the project priority includes: Allocate the project budget amount to the line budget item based on the project demand amount in descending order of the project priority; Each time the allocation of the project budget amount is completed, the budget allocation ratio is updated in real time, wherein the budget allocation ratio is the ratio of the sum of the allocated project budget amounts to the line budget amount; When the budget allocation ratio is greater than a preset ratio threshold, the line budget item to which the project budget amount is not allocated is determined as an abnormal budget item, and the project budget amount of the abnormal budget item is determined to be zero.

5. The line budget allocation method for a customized plan according to claim 4, characterized in that: After the project budget amount is written into the line project list and sent to the corresponding management system, the method further includes: When the budget update information of any preset line identification is obtained, the line project budget and the budget allocation ratio are updated based on the budget update information; When the updated budget allocation ratio is less than the ratio threshold, allocating the project budget amount to the abnormal budget project from the updated line project budget based on the project priority, and updating the line project list; The updated line item list is fed back to the management system in real time.

6. The line budget allocation method for a customized plan according to claim 2, characterized in that: Before determining the project budget amount of each of the line budget items according to the line budget amount, the project demand amount and the project priority, the method further includes: Determine the historical project amount corresponding to each of the line budget items from the plurality of reference revenue and expenditure amounts; When the amount of the historical project is less than zero, the project priority of the corresponding line budget project is adjusted to the highest.

7. The line budget allocation method for a customized plan according to claim 1, characterized in that: Before writing the project budget amount into the line project list and sending it to the corresponding management system, the method further includes: Acquire a plurality of preset area identifiers, wherein each of the preset area identifiers includes a plurality of the preset line identifiers; Based on any of the preset regional identifiers, the line demand amounts of the associated preset line identifiers are aggregated to obtain a regional demand amount; Obtaining a regional budget amount compiled for each of the preset regional identifiers; When the regional budget amount is less than the regional demand amount, the budget amounts of each line are updated based on the ratio of the regional budget amount to the regional demand amount.

8. A line budget allocation device based on customized planning, characterized in that: comprising at least one control processor and a memory for communicatively coupling 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 line budget allocation method based on customized plan according to any one of claims 1 to 7.

9. An electronic device, characterized in that: It includes the line budget allocation device based on customized plan as described in 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 line budget allocation method based on customized planning according to any one of claims 1 to 7.

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