AI-based financial field-oriented process platform

Abstract

The invention provides an AI-based process platform oriented to the financial field. The AI-based process platform comprises an architecture governance module, a business modeling module and a technical modeling module, the architecture governance module is used for providing guidance for the business modeling module and the technical modeling module, the business modeling module is used for realizing modeling of various types of businesses in different business fields, and the technical modeling module is used for determining an API or service interaction mode and format contract between IT systems; and designing specific processing logic for realizing the contract in the IT system. The process platform is a one-stop operation platform for business modeling in a demand stage and technical modeling in an analysis design stage, and can realize bidirectional evolution type generation of design and source codes through butt joint with a development platform, so that the asset management efficiency is improved.

Description

Technical Field

[0001] The present invention relates to the field of software modeling technology, and in particular to an AI-based process platform for the financial field. Background Art

[0002] At present, the software development and implementation processes used in the financial technology field on the market generally have complex process flows, emphasize the derivation process, emphasize theory, and have rigorous logic. They are suitable for the process modeling process of software requirements and analysis and design from scratch and step by step derivation. The process platform is based on new cognition and new implementation practices, and takes practicality and ease of use as principles. It conducts comprehensive optimization and simplification for implementation difficulties and problems. It models and manages the digitalization of assets for software requirements and analysis and design. It is a one-stop operation platform for business modeling in the demand stage and technical modeling in the analysis and design stage. It can also achieve two-way evolutionary generation of design and source code by docking with the development platform, thereby improving the efficiency of asset management.

[0003] Driven by digital transformation, facing the challenges of complex processes, the need for collaborative work, the development trend of intelligent manufacturing, the importance of knowledge management and inheritance, the goals of cost and resource optimization, the requirements of quality control and standardization, and the urgency of technological innovation and competition, companies urgently need a set of implementation processes to achieve digitalization, intelligence, efficiency and precision of process modeling, so as to improve design efficiency, optimize production processes, reduce costs and increase efficiency, and ultimately enhance market competitiveness.

[0004] The process platform inherits the assets of the enterprise architecture and guides the development state. Traditional process platforms can generally only achieve one-way synchronization, that is, the architecture assets in the process platform can be synchronized to the implementation side in one direction, and the code skeleton is generated through the self-developed IDE plug-in. However, two-way synchronization is not possible.

[0005] The implementation process is a set of methodologies for the entire software development life cycle, starting from business modeling (including process modeling, product modeling, and entity modeling), with online switching as the first iteration endpoint, and sustainable iterative evolution, including processes, methods, templates, guidelines, specifications, etc. Following this process can ensure a holistic view and modeling of requirements, and ensure that IT applications can fully, correctly, and meticulously undertake business models. The process can cover all aspects of requirements, analysis, design, development, testing, deployment, and switching, such as Figure 1 shown.

[0006] At present, the software development and implementation processes used in the financial technology field on the market generally have complex process flows, emphasize the derivation process, emphasize theory, and have rigorous logic. They are suitable for software requirements and analysis and design from scratch, and the process modeling process is gradually derived. In addition, the traditional implementation process is cumbersome, difficult to get started, requires a good understanding of the relevant knowledge and methodology of enterprise architecture to be proficient in use, and also has strict requirements on the user's professional knowledge; when it is implemented, it often faces the dilemma of long cycles and large investments. In addition, the traditional implementation process is aimed at the modeling of the enterprise-level full software system, which is extremely difficult to promote within the enterprise; the coverage of the traditional implementation process focuses on the demand stage of software development, and the connection between design and development often cannot meet the needs of implementation. Often, design is design, development is development, and design cannot guide development well, and the two will be decoupled. From the perspective of architecture governance, it is also impossible to make good use of the architecture assets in the process to govern problems in the implementation process. Summary of the invention

[0007] In order to solve the above problems, the present invention takes practicality and ease of use as the basic principles, targets implementation difficulties and problems, and invents a process asset platform based on rich practical experience and deep insight into industry pain points.

[0008] The present invention provides an AI-based process platform for the financial field, including an architecture governance module, a business modeling module, and a technical modeling module; The architecture governance module is used to provide guidance for the business modeling module and the technical modeling module; the architecture governance module includes a business architecture unit and a technical architecture unit; the business architecture unit includes four model elements: product line, business domain, business capability and business object; the technical architecture unit is used to define application components, which are a set of services with inherent business connections and correlations; The business modeling module is used to implement various types of business modeling in different business fields, including process modeling unit, product modeling unit and entity model unit; The technical modeling module is used to establish the method and format contract of API or service interaction between IT systems, and then design the specific processing logic within the IT system to implement the contract.

[0009] Optionally, the process modeling unit includes three model elements: activities, tasks, and business rules; Activities are triggered by internal or external events to meet specific business objectives or respond to stakeholder demands. A task is a container for a set of business rules that occur continuously and uninterruptedly in an activity with a clear business purpose; Business rules are a business language that is clearly organized and semantically explicit from a business perspective and that uses natural language to structure and express business logic.

[0010] Optionally, the product modeling unit includes a product group, a base product, a product component, and a product condition; Product groups are classified under product lines by product function or feature, usually grouping products by system application; The basic product is an abstract product used to support innovation, which is clustered by a group of salable products with similar functions and business processing rules; Saleable products are products that the enterprise independently sells and operates externally; Product conditions are used to determine the business rules and restrictions of different products. They are a kind of restriction, constraint and limitation, and have perfect values ​​that can be used to describe product characteristics. A product component is a product or service package provided by an enterprise to customers that cannot be sold separately and must be included in the saleable product for sale. It is composed of a set of product conditions. The entity model involves business entities and their key attributes. Business entities are abstractions of entities in the business to form independent and reusable units.

[0011] Optionally, the technical modeling module includes a contract determination unit and a processing logic unit; The contract determination unit includes two model elements: interface and data entity; the types of interfaces include online interfaces that occur in real time and need to be processed immediately and require the system to respond in a short time, and batch interfaces that centrally process data according to specific trigger conditions within a specific time period.

[0012] Optionally, the interfaces and data entities of the technical modeling module have a certain connection relationship with the activities and business entities of the business modeling module, and the interfaces within the technical modeling module have a realization relationship with the online transaction and the batch transaction; The process platform has a one-click generation function, which can generate corresponding interfaces based on activities, convert business entities into data entities, generate online transactions through online interfaces, generate batch transactions through batch interfaces, and automatically establish associations between assets.

[0013] Optionally, the process platform is provided with a rapid import mechanism for completing process modeling and management of a set of stock systems within a set event; the rapid import mechanism includes business model import and technical model import; Business model import uses the demand documents of the stock system as the data basis, builds a mapping relationship through in-depth analysis of the document structure and the model elements of the business model, and uses the general technology of importing offline Word documents into the Web server to achieve efficient foundation of the business model assets of the process platform; The technical model import directly targets the source code package of the existing system, analyzes the code structure and model elements of the technical model, forms a mapping relationship, and then polls and parses the Xml and Java files in the source code package, and finally stores them accurately in the technical modeling module according to the mapping relationship.

[0014] Optionally, the process platform package has a page for interacting with users; The user interaction page provides a workbench, process flow guidance, space configuration, and quick entry; The user interaction page also provides business architecture presets, technical architecture presets and information standard entry, process model definition, product model definition and entity model definition, contract design, implementation design and design for docking with development; The user interaction page also has the functions of statistical reporting, demand sheets, quick import of assets, permission management and version management.

[0015] Optionally, the iteration requirements of the model assets are entered through the user interaction page, and the model assets of the architecture governance module, the business modeling module and the technical modeling module are combined to generate a dedicated requirement list AIAgent for each version of the model assets.

[0016] Optionally, the technical modeling module and the source code engineering file have a mapping relationship, and the source code of the system framework is automatically generated based on the design assets of the technical modeling module; The design assets include online transactions, batch transactions, application service classes, basic service classes, data entities, data objects, custom SQL, error codes, and data dictionaries.

[0017] Optionally, the process platform is provided with a consistency verification mechanism for performing consistency verification on design assets and source code engineering files, and when inconsistencies occur between design assets and system source codes, specific inconsistency information is located and displayed.

[0018] The AI-based process platform for the financial field of the present invention can be combined with a code interpretation model to interpret and extract the functional changes in the source code through an AI Agent based on the code interpretation model, and reversely synchronize them to the architecture assets of the process platform. This avoids the problem of architecture assets being out of sync with the code as software engineering work progresses.

[0019] The process platform accurately captures key assets from the process and simplifies the derivation process, builds clear and concise asset relationships, and only retains the definitions of core key elements such as business areas, activities, tasks, business entities, etc. that are necessary in the enterprise architecture process. It removes a large number of intermediate process-style derivation steps and reduces the number of conceptual nouns in process modeling, thereby reducing the difficulty of getting started. It also achieves flexibility and scalability in asset management by decoupling demand assets from IT assets.

[0020] The process platform can efficiently manage mature target software product assets, convert traditional requirement documents and source code into structured assets of business models and technical models, lay the foundation for a set of process modeling assets within 30 minutes, and greatly shorten the implementation cycle and reduce resource investment.

[0021] The object of process modeling in the process platform is a single domain level, rather than the traditional implementation of the process enterprise-level full software domain. It can be piloted in a single system first, and then promoted to all systems of the enterprise to improve enterprise acceptance.

[0022] The technical modeling of the process platform can be connected with the development platform. It can not only automatically generate development source code through design assets, but also reversely generate design assets through source code and with the help of code interpretation of large models, so as to realize the two-way evolutionary generation of design assets and development source code, ensure the continuous optimization and upgrading of process models, and facilitate the implementation of process modeling.

[0023] The AI-based process platform for the financial field of the present invention is based on new cognition and new implementation practices, with practicality and ease of use as the principle, and carries out comprehensive optimization and simplification for implementation difficulties and problems. It models and manages the digitalization of assets for software requirements and analysis and design. It is a one-stop operation platform for business modeling in the demand stage and technical modeling in the analysis and design stage, and can achieve two-way evolutionary generation of design and source code by docking with the development platform, thereby improving the efficiency of asset management.

[0024] Based on the following detailed description of specific embodiments of the present invention in conjunction with the accompanying drawings, those skilled in the art will become more aware of the above and other objects, advantages and features of the present invention. BRIEF DESCRIPTION OF THE DRAWINGS

[0025] Various other advantages and benefits will become apparent to those of ordinary skill in the art by reading the detailed description of the preferred embodiments below. The accompanying drawings are only for the purpose of illustrating the preferred embodiments and are not to be considered as limiting the present invention. Moreover, the same reference symbols are used throughout the accompanying drawings to represent the same components. In the accompanying drawings: Figure 1 It is a diagram of the entire life cycle of software development; Figure 2 is a schematic diagram of a process platform metamodel according to an embodiment of the present invention; Figure 3 is a schematic diagram of a process flow for quickly importing a process platform business model according to an embodiment of the present invention; Figure 4 It is a schematic diagram of a process flow for quickly importing a process platform technology model according to an embodiment of the present invention; Figure 5This is a schematic diagram of the AI ​​Agent workflow of the process platform demand form of an embodiment of the present invention; Figure 6 This is a partial effect diagram of a workbench of an embodiment of the present invention; Figure 7 This is a partial effect diagram of the architecture management of an embodiment of the present invention; Figure 8 This is a partial effect diagram of business modeling in an embodiment of the present invention; Fig. 9 It is a partial effect diagram of the technical modeling of an embodiment of the present invention; Fig.10 It is a diagram showing the consistency check effect of an embodiment of the present invention. DETAILED DESCRIPTION

[0026] The embodiments of the present invention are described below in conjunction with the accompanying drawings. Those skilled in the art should understand that these embodiments are only used to explain the present invention and are not limiting.

[0027] After a lot of industry research and example process deduction, the embodiment of the present invention provides an AI-based process platform for the financial field, including three modules: architecture governance module, business modeling module and technical modeling module. The architecture governance module is used to provide guidance for the business modeling module and technical modeling module. The business modeling module is used to implement various types of business modeling in different business fields. The technical modeling module is used to establish the method and format contract of API or service interaction between IT systems, and then design the specific processing logic of implementing the contract within the IT system, as shown in the following example. Figure 2 As shown. The AI-based process platform for the financial field in this embodiment clarifies the relationship between the technical modeling module and the development side. It not only defines the model elements and their attributes of each module, but also accurately describes the relationship between the model elements, providing a solid theoretical foundation and guiding framework for the construction and implementation of the process platform. Each module is described in detail below.

[0028] 1. Architecture Governance Module The purpose of the architecture governance module is to provide clear guidance for business modeling and technical modeling. To this end, two sub-modules, business architecture unit and technical architecture unit, are carefully constructed in the architecture governance module.

[0029] The business architecture unit covers four model elements: product line, business domain, business capability and business object. In the business architecture unit, product line is the division of major product categories independent of organizational structure, customer segmentation or a specific channel, such as the bank's deposit product line and loan product line, which clearly define the bank's product categories. Business domain is the process of dividing and reflecting the overall value creation of the enterprise from the dual perspectives of customers and enterprises, such as the bank's personal deposit business domain and corporate deposit business domain, which accurately reflect the bank's service scope. Business capability is a set of capabilities that have clear business meaning and delivery value for the realization of business domains, such as inventory management and pricing management of banks, which together ensure the efficient operation of the business. Business objects are the structured embodiment of the core resources of the enterprise's business, such as the bank's personal current accounts and saleable products, which form the basis of bank operations.

[0030] The technical architecture unit focuses on the precise definition of application components. Application components are a set of services that have intrinsic connections and correlations with the business, such as the bank's deposit application components and public application components, which provide solid technical support for the enterprise's business. Through such an architectural design, architectural governance can promote the deep integration of business and technology in a more systematic and refined manner, laying a solid foundation for the sustainable development and innovation of the enterprise.

[0031] 2. Business Modeling Module The business modeling module is divided into three sub-modules: process modeling unit, product modeling unit and entity model unit.

[0032] The process modeling unit covers three model elements: activities, tasks, and business rules. Activities are triggered by internal or external events and are processes that meet specific business purposes or respond to stakeholder demands. Tasks are containers for a set of business rules that occur continuously and uninterruptedly in an activity and have a clear business purpose. Business rules are a business language that expresses business logic in a structured natural language with clear organization and semantics from a business perspective.

[0033] Product modeling units include product groups, basic products, product components, and product conditions. Product groups are classified by product function or feature under the product line, and products are usually grouped by system application. Basic products are an abstract product used to support innovation, which is clustered by a group of salable products with similar functions and business processing rules. Sellable products are products that the company sells and operates independently. Product conditions are used to determine the business rules and restrictions of different products. They are a kind of restriction, constraint and limitation, and have perfect values ​​that can be used to describe product characteristics. Product components are products or service packages provided by the company to customers that cannot be sold separately and must be included in salable products for sale. They are composed of a group of product conditions.

[0034] The entity model unit involves business entities and their key attributes. Business entities are abstract entities in the business to form independent and reusable units. Among them, key attributes refer to important entity attributes of business entities. This can be changed to business entities and entity attributes.

[0035] The three submodules of the business modeling module are closely connected internally through a carefully designed interaction mechanism. Specifically, the activities in the process modeling unit reference the basic products in the product modeling unit to ensure that the product information is accurately embedded in the process; at the same time, the tasks in the process modeling unit reference the business entities in the entity model unit to ensure the seamless connection between business logic and entity data. In addition, each activity is clearly defined under the business domain of the architecture governance module, and each task is also accurately positioned in the business capabilities of the architecture governance module, thereby achieving precise guidance of the architecture governance module to the business modeling module.

[0036] 3. Technical Modeling Module The technical modeling module adopts the "contract first" design concept, and conducts technical modeling from two parts: contract and implementation. That is, first establish the method and format contract of API or service interaction between IT systems, and then design the specific processing logic of implementing these contracts within the IT system on this basis. This design concept emphasizes the leading role of the interaction protocol, ensures the standardization and consistency of communication between systems, and provides a clear guiding framework for subsequent internal logic development.

[0037] That is, the technical modeling module includes the contract determination unit and the processing logic unit. Combining many years of implementation experience in the industry, the contract determination unit has designed two model elements: interface and data entity. The interface is divided into online interface that occurs in real time and needs to be processed immediately and requires the system to respond in a short time, and batch interface that processes data in a centralized manner according to specific trigger conditions within a specific time period. The data entity is the most basic unit for building data storage, and is defined to cope with the interaction mode of directly reading database tables between IT systems. For example, the bank data warehouse system directly reads the background database table of the bank's core business system to extract data.

[0038] The processing logic unit of the technical modeling module involves four model elements: online transactions, application service classes, basic service classes, and batch transactions. Online transactions are independent services for implementing the online interface in the contract part, including basic information definitions such as transaction codes and transaction names, input and output parameter definitions, and call orchestration of application service classes. The application service class is a Java class that implements a specific purpose and has the ability to be repeatedly called by online transactions and batch transactions. The basic service class is the smallest processing unit for implementing business rules, and is also a Java class that can be repeatedly called by the application service class. Batch transactions are batch processing services for implementing the batch interface in the contract part, including batch transaction codes, batch transaction names, batch transaction types, descriptions, input parameter definitions, batch job pre-processing logic, normal processing logic, batch job post-processing logic, and exception processing logic. File batch transactions also include file format definitions.

[0039] The entire technical modeling module achieves business-tech integration by establishing an association relationship with the activities and business entities of business modeling through the model element of application component scope; and successfully achieves decoupling from business modeling through non-mandatory weak associations, and realizes the scalability of the module. All model elements of technical modeling and elements of the development platform can be mapped one-to-one, laying the foundation for the connection between technical modeling and the development side. Application component scope refers to the scope of business modeling that a certain application component needs to implement.

[0040] The AI-based process platform for the financial field in the embodiment of the present invention also has a variety of functional mechanisms, which are described in detail below.

[0041]

Process platform quick import mechanism

[0042] Optionally, the rapid import mechanism of the AI-based process platform for the financial field in this embodiment can be divided into two major parts: business model import and technical model import.

[0043] Business model import uses the demand documents of the stock system as the data basis, builds a mapping relationship through in-depth analysis of the document structure and the model elements of the business model, and uses the general technology of importing offline Word documents into the Web server to achieve efficient foundation of the business model assets of the process platform, such as Figure 3shown.

[0044] The import of technical models directly targets the source code package of the stock system, analyzes its code structure and the model elements of the technical model, forms a mapping relationship, and then uses the back-end parsing capability of the process platform to poll and parse the Xml and Java files in the source code package, and finally accurately stores them in the technical modeling module according to the mapping relationship, thereby realizing the rapid and accurate import of the technical model. Figure 4 shown.

[0045]

Process Platform Requirement AI Agent

[0046] The user first goes to the process platform web page (see Figure 6 The platform then combines the model assets of the three modules of architecture governance, business modeling, and technical modeling to generate an exclusive requirement list AI Agent for each version of the model assets. After obtaining the original requirements, the AI ​​Agent can intelligently identify the purpose of the requirements, automatically analyze the key impact points on the model assets, and present multiple iteration plans for selection. Users can manually confirm and optimize the plans to achieve collaborative work with the requirement list AI Agent, and jointly promote the efficient and accurate iteration of the process platform model assets. Figure 5 shown.

[0047] For example, the deposit business model V1.0 and the loan business model V2.0 are two versions of model assets for different business modeling. Two AI Agents will be generated accordingly to identify the purpose of the entered iterative new requirements.

[0048] [Multi-space and multi-version design of process platform] In order to ensure smooth development, testing, and production during the software system development process, it is usually necessary to prepare multiple operating environments to meet the needs of different stages. For the situation where multiple iterative requirements are distributed in different stages of development, the corresponding requirement version and source code version need to be released at each stage. In response to this development rule, the process platform has designed and implemented multi-space and multi-version functions.

[0049] In the process platform, the storage of model assets is clearly marked with the space and version number to which they belong. Space refers to the platform's tenant capabilities, one tenant per space, and the data between spaces is isolated from each other. The front-end query and display will also provide space and version number filtering options to ensure that the model asset data of each space viewed by the user is isolated from each other. Users can easily view the corresponding version of the model asset by switching between different versions, which greatly improves the flexibility and convenience of version management and asset viewing.

[0050] [Design of one-click generative conversion of process platform model elements] There is a certain connection between the interface of the technical modeling module of the process platform, the data entity and the activities and business entities of the business modeling module, and at the same time, there is an implementation relationship between the interface inside the technical modeling module and the online transaction and batch transaction. Based on this design, the process platform of this embodiment realizes an efficient one-click generation function: the corresponding interface can be generated based on the activity, the business entity can be converted into a data entity with one click, the online interface can generate an online transaction with one click, and the batch interface can generate a batch transaction with one click, and the association relationship between these assets can be automatically established.

[0051] The specific conversion rules are as follows: basic information such as the name and description of the activity is accurately converted into the name and description of the interface, and its input and output are also synchronously mapped to the corresponding parameters of the interface; the name, description and attributes of the business entity are carefully converted into the name, description and field of the data entity; at the same time, the interface code, name, description and input and output of the online interface are cleverly converted into the transaction code, name, description and input and output of the online transaction, achieving a smooth connection of the transaction process; relevant information of the batch interface, including interface code, name, description, input and file template, is also accurately converted into the corresponding elements of the batch transaction, including transaction code, name, description, input and file format, thereby ensuring the efficiency and standardization of batch transactions.

[0052] The system can automatically generate and convert closely related model elements with one click according to the set model element conversion rules, that is, it can generate corresponding interfaces based on activities, convert business entities into data entities, generate online transactions with one click, and generate batch transactions with one click for online interfaces, and automatically establish the association between these assets. After that, the user can appropriately merge and split the generated model elements and supplement the content, which can quickly create new model assets and greatly reduce the workload of mechanical input.

[0053]

Process platform interface design

[0054] The process platform of this embodiment provides a user interaction interface for realizing user interaction from three dimensions: user interaction experience, process service and asset management, and carefully designs the interface of each module, such as Figure 6 shown.

[0055] In terms of user interaction experience, the platform provides capabilities such as workbench, process guidance, space configuration and quick entry, aiming to create an intuitive and convenient operating environment for users.

[0056] As the core of the process meta-model, process services cover multiple important links. Architecture governance includes business architecture presets, technical architecture presets, and information standard entry, such as Figure 7 As shown; business modeling involves process model definition, product model definition and entity model definition, such as Figure 8 As shown in the figure, technical modeling includes contract design, implementation design, and design that interfaces with development, ensuring the comprehensiveness and accuracy of process services. Fig. 9 shown.

[0057] Asset management has functions such as statistical reports, demand sheets, quick import of assets, permission management, and version management, providing strong support for the effective management and utilization of assets.

[0058] [Design asset automatic generation system framework source code based on process platform technology modeling] The model elements of the technical modeling module can be mapped one-to-one with the elements of the development platform (downstream of the process platform, specifically referring to the IDE that integrates the process platform plug-in). The model elements of the technical modeling module can be mapped one-to-one with the elements of the development platform. Therefore, the source code of the system framework can be automatically generated based on the design assets of the process platform technical modeling module.

[0059] The design assets formed by the model elements of the technical modeling module mainly include online transactions, batch transactions, application service classes, basic service classes and data entities; the configuration assets mainly include data objects, custom SQL and error codes. Combining these two parts and the data dictionary that the design assets need to reference, the system jointly generates the corresponding system framework source code. The specific file mapping relationship is shown in Table 1 below: Design asset and system source code file mapping relationship table.

[0060] Table 1 Design assets and system source code file mapping table

[0061]

[0062]

[0063] [System source code uses AI capabilities to reversely generate design assets for process platform technology modeling] Based on the mapping relationship between the design assets of the technical modeling module and the system framework source code, the process platform can access the system engineering source code on gitlab, and parse it in order according to a total of ten categories: online transactions, ordinary batch transactions, file batch transactions, application service classes, basic service classes, data entities, data objects, custom SQL, error codes, and data dictionaries. During the parsing process, the platform deeply explores the file structure and service definition, and with the help of the AI ​​Agent intelligent code interpretation logic based on the code interpretation large model, it converts it into natural language and refines it, and finally builds a complete technical modeling design asset. Among them, the system framework source code refers to the framework of the source code engineering file. For example, there are only java class files, names, and input and output declarations, but no code for the specific implementation of the business logic of the class, and the source code engineering file is the source code that can only run the execution of business logic.

[0064] Specifically, the platform parses the [transaction code.flowtrans.xml] file to extract the name, description, input and output of the online transaction and the orchestration call to the application service class; interprets the [transaction code.java] file through the AI ​​Agent to describe the coding logic of the orchestration call method in natural language. Similarly, the [transaction code.batch_tran.xml] file is parsed to generate the batch transaction code, batch transaction name, batch transaction type, description, and input parameter definition of ordinary batch transactions, and the code interpretation AI Agent reads the [batch transaction code DataProcessor.java] to generate the natural language expression of the batch job pre-processing logic, normal processing logic, batch job post-processing logic, and exception processing logic. Similarly, the [batch transaction code.file_batch_tran.xml] file is parsed to generate the batch transaction code, batch transaction name, batch transaction type, description, input parameter definition, and file format definition of file batch transactions, and the code interpretation AI Agent reads the [batch transaction code ReadFileProcessor.java] and [batch transaction code WriteFileProcessor.java] files to generate the natural language expression of the file batch job pre-processing logic, normal processing logic, batch job post-processing logic, and exception processing logic. In addition, the platform uses the interpretation AI Agent to parse the XML and Java files related to the application service class and the basic service class, and generates the class code, name, implementation class name, description, method list and natural language processing logic of the application service class and the basic service. At the data level, the platform parses the [table name.tables.xml] and [data object code.c_schema.xml] files to generate the code, name, attribute list and other information of the data entity and data object respectively. At the same time, it parses the [custom SQL code.nsql.xml], [error code code.error.xml] and data dictionary related XML files to comprehensively generate detailed asset information of custom SQL, error code and data dictionary.

[0065]

Consistency check mechanism for process platform technology modeling assets and system source code

[0066] The current design assets include ten types of assets, including online transactions, ordinary batch transactions, file batch transactions, application service classes, basic service classes, data entities, data objects, custom SQL, error codes, and data dictionaries. The consistency check interface conducts detailed checks and comparisons of design assets and system source codes according to these ten types, and highlights the differences. During the consistency check process, if the system source code exists but the design asset is missing, the corresponding asset will be marked as "to be added", prompting that it needs to be supplemented; conversely, if the design asset exists but the system source code is missing, it will be marked as "to be deleted", prompting that it needs to be removed. In the case where both exist but detailed information such as coding and name are inconsistent, they will be marked as "to be modified", prompting that they need to be updated. Users can use the multi-dimensional filtering function of the consistency check interface to quickly filter according to asset type and difference type (to be added, to be deleted, and to be modified), so as to conveniently view the differences of a certain category and thus efficiently manage assets.

[0067] In addition, the consistency check system supports directly uploading source code packages for analysis, and can also directly access the source code on GitLab for reading, providing a flexible way to access the source code. At the same time, using the ability of scheduled tasks, the consistency comparison trigger method realizes three methods: manual instant triggering, triggering at a specified time point, and periodic triggering at time intervals, to meet the verification needs in different scenarios and further improve the intelligence and automation level of asset management. Fig.10 shown.

[0068] [Process platform technology modeling assets and system source code quasi-consistency mechanism] Relying on the consistency check interface, the preservation mechanism of the process platform can quickly ensure the high consistency of technical modeling assets and system source code. For design assets marked as "to be added", "to be deleted" and "to be modified" on the interface, the platform intelligently reads the system source code, accurately obtains relevant data, and automatically performs "add", "delete" and "modify" operations on design assets to ensure that technical modeling assets and system source code are always consistent. In addition, the platform also supports users to select difference files in batches, and through the one-click synchronization function, it can quickly complete the consistency update of multiple files, further improving the convenience and accuracy of asset management.

[0069] The above is only a preferred embodiment of the present invention, and the protection scope of the present invention is not limited to the above embodiments. All technical solutions under the concept of the present invention belong to the protection scope of the present invention. It should be pointed out that for ordinary technicians in this technical field, some improvements and modifications without departing from the principle of the present invention should also be regarded as the protection scope of the present invention.

Claims

1. An AI-based process platform for the financial field, characterized in that: Includes architecture governance module, business modeling module and technical modeling module; The architecture governance module is used to provide guidance for the business modeling module and the technical modeling module; the architecture governance module includes a business architecture unit and a technical architecture unit; the business architecture unit includes four model elements: product line, business domain, business capability and business object; the technical architecture unit is used to define application components, which are a set of services with inherent business connections and correlations; The business modeling module is used to implement various types of business modeling in different business fields, including process modeling unit, product modeling unit and entity model unit; The technical modeling module is used to establish the method and format contract of API or service interaction between IT systems, and then design the specific processing logic within the IT system to implement the contract; The process platform is provided with a rapid import mechanism for completing the process modeling and management of a set of stock systems within a set event; the rapid import mechanism includes business model import and technical model import; Business model import uses the demand documents of the stock system as the data basis, builds a mapping relationship through in-depth analysis of the document structure and the model elements of the business model, and uses the general technology of importing offline Word documents into the Web server to achieve efficient foundation of the business model assets of the process platform; The technical model import directly targets the source code package of the existing system, analyzes the code structure and model elements of the technical model, forms a mapping relationship, and then polls and parses the Xml and Java files in the source code package, and finally stores them accurately in the technical modeling module according to the mapping relationship.

2. The process platform according to claim 1, characterized in that: The process modeling unit includes three model elements: activities, tasks, and business rules; Activities are triggered by internal or external events to meet specific business objectives or respond to stakeholder demands. A task is a container for a set of business rules that occur continuously and uninterruptedly in an activity with a clear business purpose; Business rules are a business language that is clearly organized and semantically explicit from a business perspective and that uses natural language to structure and express business logic.

3. The process platform according to claim 2, characterized in that: Product modeling units include product groups, basic products, product components, and product conditions; Product groups are classified under product lines by product function or feature, usually grouping products by system application; The basic product is an abstract product used to support innovation, which is clustered by a group of salable products with similar functions and business processing rules; Saleable products are products that the enterprise independently sells and operates externally; Product conditions are used to determine the business rules and restrictions of different products. They are a kind of restriction, constraint and limitation, and have perfect values ​​that can be used to describe product characteristics. A product component is a product or service package provided by an enterprise to customers that cannot be sold separately and must be included in the saleable product for sale. It is composed of a set of product conditions. The entity model involves business entities and their key attributes. Business entities are abstractions of entities in the business to form independent and reusable units.

4. The process platform according to claim 1, characterized in that: The technical modeling module includes a contract determination unit and a processing logic unit; The contract determination unit includes two model elements: interface and data entity; the types of interfaces include online interfaces that occur in real time and need to be processed immediately and require the system to respond in a short time, and batch interfaces that centrally process data according to specific trigger conditions within a specific time period.

5. The process platform according to claim 4, characterized in that: There is a certain connection relationship between the interface and data entity of the technical modeling module and the activities and business entities of the business modeling module. At the same time, there is a realization relationship between the interface inside the technical modeling module and the online transaction and batch transaction. The process platform has a one-click generation function, which can generate corresponding interfaces based on activities, convert business entities into data entities, generate online transactions through online interfaces, generate batch transactions through batch interfaces, and automatically establish associations between assets.

6. The process platform according to any one of claims 1 to 5, characterized in that: The process platform package has a page for interacting with users; The user interaction page provides a workbench, process flow guidance, space configuration, and quick entry; The user interaction page also provides business architecture presets, technical architecture presets and information standard entry, process model definition, product model definition and entity model definition, contract design, implementation design and design for docking with development; The user interaction page also has the functions of statistical reporting, demand sheets, quick import of assets, permission management and version management.

7. The process platform according to claim 6, characterized in that: The iteration requirements of the model assets are entered through the user interaction page, and the model assets of the architecture governance module, the business modeling module and the technical modeling module are combined to generate a dedicated requirement list AIAgent for each version of the model assets.

8. The process platform according to any one of claims 1 to 5, characterized in that: There is a mapping relationship between the technical modeling module and the source code engineering file, and the source code of the system framework is automatically generated based on the design assets of the technical modeling module; The design assets include online transactions, batch transactions, application service classes, basic service classes, data entities, data objects, custom SQL, error codes, and data dictionaries.

9. The process platform according to claim 8, characterized in that: The process platform is provided with a consistency verification mechanism for verifying the consistency of design assets and source code engineering files. When there is inconsistency between the design assets and the system source code, the specific inconsistency information is located and displayed.

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