Archive middle table system

Abstract

The invention discloses a file-in-file system, which relates to the technical field of file management and document processing, and comprises the following modules: a file category configuration module which is used as a system basis and provides refined classification management of large categories and small categories of files; the attachment management module comprises a watermark configuration sub-module, an attachment list configuration sub-module and a file verification sub-module; the document printing management module comprises a template management subsystem, a template change sub-module and a printing function and template index configuration subsystem; and the file operation module comprises file uploading and downloading, file previewing, online editing and document state control button display. According to the file transfer system, efficient and safe file management is automatically and configuratively realized through file category, attachment configuration and flexible management of a file printing template, final unified storage of files which are archived, generated by the system and manually uploaded is realized, binding with service nodes is supported, and rich interfaces are provided for integration of a service system.

Description

Technical Field

[0001] The present invention relates to the technical field of archive management and document processing, and in particular to an archive middle-end system. Background Art

[0002] The current archive management system usually needs to be customized for different business scenarios, which not only increases the development and maintenance costs, but also leads to repeated implementation of functions; in addition, the lack of flexibility in functions such as document template changes and rule verification for attachment uploads increases the complexity of system use; in an environment with increasing requirements for data compliance and security, traditional archive management systems can no longer meet the needs of emerging businesses; therefore, developing an archive middle-office software that can complete archive category management, document duplication management, attachment management and other functions through configuration can greatly improve the flexibility and efficiency of archive management, while reducing the cost of development and operation and maintenance. Summary of the invention

[0003] In view of the deficiencies of the prior art, the present invention provides an archive middle-end system, which solves the problem of limited support for functions such as attachment configuration and document template management in the existing archive management system mentioned in the above background technology.

[0004] To achieve the above objectives, the present invention is implemented through the following technical solutions: the archive middle platform system includes the following modules:

[0005] The archive category configuration module, as the basis of the system, provides refined classification management of archive categories and subcategories, provides a unified data basis for other modules, and implements multi-level classification and dynamic expansion according to business modules and functional types, thereby adapting to the needs of different businesses, including attachment upload, attachment download, document duplication, document permission control and document archiving;

[0006] The attachment management module includes a watermark configuration submodule, an attachment list configuration submodule, and a file verification submodule. When a file is uploaded, the attachment management module verifies the type and size of the file and transmits the verification result to the file operation module to provide real-time feedback;

[0007] The document duplication management module includes the template management subsystem, template change submodule, duplication function, and template index configuration subsystem. The documents generated by it are automatically archived into the system through the archive module.

[0008] The file operation module includes file upload and download, file preview, online editing, and display by document status control button; the details are as follows:

[0009] File upload and download: supports uploading and downloading of multiple types of files. Files can be checked according to rules when being uploaded, and breakpoint resume and multi-threaded upload support are provided;

[0010] File preview: supports preview of multiple types of files such as text files, pictures, PPT, Excel, Word, PDF, etc., and uses a high-performance rendering engine to ensure preview quality and speed;

[0011] Online editing: Support online editing of Word documents by integrating third-party components, and support real-time saving and version rollback;

[0012] Display by document status control button: upload, download, view, edit and other operations are dynamically adjusted according to the business document status;

[0013] The archive and circulation module includes automatic archiving, archive circulation, and system integration modules. The archived documents are circulated online through the archive circulation module. During circulation, only authorized users are allowed to view or edit the documents according to the permission rules of the attachment management module. The circulation records and approval process are stored in the archive module to provide support for subsequent tracing, as follows:

[0014] Automatic archiving: Documents generated by the system and manually uploaded are finally archived and stored in a unified manner for easy query and audit;

[0015] File circulation: supports online file circulation, ensures that circulation records are traceable, and supports circulation approval process;

[0016] System integration module: Provides SDK and RESTful API interface, supports seamless integration with business systems, and provides detailed development documentation and sample codes.

[0017] Optionally, the watermark configuration submodule: adds text watermarks or image watermarks to document previews, supports dynamic watermark content generation, and the watermark content includes user information and timestamps.

[0018] Optionally, the attachment list configuration submodule: configures the attachment type, size limit and sorting rules of the business function node, supports fine-grained permission control, and ensures that the uploaded files meet the business scenario.

[0019] Optionally, the file verification submodule supports rule verification based on archive category and subcategory dimensions, including determination of the necessity of archive upload and determination of file size.

[0020] Optionally, the template management submodule: uploads and approves document templates, supports tag placeholders, and uses an advanced template parsing engine to ensure template compatibility and extensibility.

[0021] Optionally, the template change submodule: supports the change approval process of the document template and provides version management and backtracking functions.

[0022] Optionally, the printing function supports the automatic generation of notices, due diligence reports, contract documents, etc. based on templates and business documents to meet the document generation needs of the entire business process, and automatically uploads them to the system through major and minor file categories.

[0023] Optionally, the template indicator configuration submodule provides data source configuration for document template parameter replacement, and supports complex calculation logic and dynamic parameter binding.

[0024] The present invention provides an archive middle-end system, which has the following beneficial effects:

[0025] Through modular design, efficient file management is achieved, the cost of repeated development is reduced, and business flexibility and user experience are improved;

[0026] The archive middle-office system improves the confidentiality and security of documents, and effectively prevents information leakage through watermarks, permission control and other means; improves the efficiency of archive and attachment management, reduces the tedious operations of manual configuration, and supports automated batch operations; realizes the close binding of business nodes and archive functions, provides support for multiple scenarios, and greatly improves the applicability of the system; supports flexible changes in document templates and generation rule configuration, reduces dependence on system code, and provides detailed change audit logs; provides preview and online editing functions for various types of files, improves user experience, and adapts to multi-terminal operations; unified storage is easy to query: all documents generated or uploaded in the system are classified and stored in a unified platform for quick retrieval and management; automatically generates documents required for the business, reducing manual intervention; configures the size of document uploads, permissions, and major and minor category management of document requirements for business links; dynamically reminds users according to verification rules to reduce human errors. DETAILED DESCRIPTION

[0027] The technical solutions in the embodiments of the present invention will be described clearly and completely below. Obviously, the described embodiments are only part of the embodiments of the present invention, rather than all the embodiments.

[0028] The present invention provides a technical solution: an archive middle-end system, comprising the following modules:

[0029] The archive category configuration module, as the basis of the system, provides refined classification management of archive categories and subcategories, provides a unified data basis for other modules, and implements multi-level classification and dynamic expansion according to business modules and functional types, thereby adapting to the needs of different businesses, including attachment upload, attachment download, document duplication, document permission control and document archiving;

[0030] The attachment management module includes a watermark configuration submodule, an attachment list configuration submodule, and a file verification submodule. When a file is uploaded, the attachment management module verifies the type and size of the file and transmits the verification result to the file operation module to provide real-time feedback;

[0031] Watermark configuration submodule: add text watermark or image watermark to document preview, support dynamic watermark content generation, watermark content includes user information and timestamp;

[0032] Attachment list configuration submodule: configure the attachment type, size limit and sorting rules of the business function node, support fine-grained permission control, and ensure that the uploaded files meet the business scenario;

[0033] File verification submodule: supports rule verification based on major and minor file categories, including the necessity of uploading files and the file size determination;

[0034] The document duplication management module includes the template management subsystem, template change submodule, duplication function, and template index configuration subsystem. The documents generated by it are automatically archived into the system through the archive module.

[0035] Template management submodule: upload and approve document templates, support tag placeholders, and use advanced template parsing engine to ensure template compatibility and extensibility;

[0036] Template change submodule: supports the change approval process of document templates and provides version management and backtracking functions;

[0037] Printing function: supports automatic generation of notices, due diligence reports, contract documents, etc. based on templates and business documents, meeting the document generation needs of the entire business process, and automatically uploading them to the system by major and minor categories;

[0038] Template indicator configuration submodule: provides data source configuration for document template parameter replacement, supports complex calculation logic and dynamic parameter binding;

[0039] The file operation module includes file upload and download, file preview, online editing, and display by document status control button; the details are as follows:

[0040] File upload and download: supports uploading and downloading of multiple types of files. Files can be checked according to rules when being uploaded, and breakpoint resume and multi-threaded upload support are provided;

[0041] File preview: supports preview of multiple types of files such as text files, pictures, PPT, Excel, Word, PDF, etc., and uses a high-performance rendering engine to ensure preview quality and speed;

[0042] Online editing: Support online editing of Word documents by integrating third-party components, and support real-time saving and version rollback;

[0043] Display by document status control button: upload, download, view, edit and other operations are dynamically adjusted according to the business document status;

[0044] The archive and circulation module includes automatic archiving, archive circulation, and system integration modules. The archived documents are circulated online through the archive circulation module. During circulation, only authorized users are allowed to view or edit the documents according to the permission rules of the attachment management module. The circulation records and approval process are stored in the archive module to provide support for subsequent tracing, as follows:

[0045] Automatic archiving: Documents generated by the system and manually uploaded are finally archived and stored in a unified manner for easy query and audit;

[0046] File circulation: supports online file circulation, ensures that circulation records are traceable, and supports circulation approval process;

[0047] System integration module: Provides SDK and RESTful API interface, supports seamless integration with business systems, and provides detailed development documentation and sample codes.

[0048] The archive middle-end system of the present invention has undergone rigorous functional testing, performance testing and safety testing, and all meet the design requirements and technical standards. When implementing the present invention, operations such as archive category configuration, attachment management, and document template management can be completed through the user interface, and the modules work together to ensure efficient and safe archive management.

[0049] The experimental verification results show that the system can still maintain stable performance in high-concurrency scenarios, and the average response time of document generation and attachment uploading is controlled within an acceptable range, meeting the performance requirements of enterprise-level systems.

[0050] The above description is only a preferred specific implementation manner of the present invention, but the protection scope of the present invention is not limited thereto. Any technician familiar with the technical field can make equivalent replacements or changes according to the technical scheme and inventive concept of the present invention within the technical scope disclosed by the present invention, which should be covered by the protection scope of the present invention.

Claims

1. The archive middle-office system is characterized by: Includes the following modules: The archive category configuration module, as the basis of the system, provides refined classification management of archive categories and subcategories, provides a unified data basis for other modules, and implements multi-level classification and dynamic expansion according to business modules and functional types, thereby adapting to the needs of different businesses, including attachment upload, attachment download, document duplication, document permission control and document archiving; The attachment management module includes a watermark configuration submodule, an attachment list configuration submodule, and a file verification submodule. When a file is uploaded, the attachment management module verifies the type and size of the file and transmits the verification result to the file operation module to provide real-time feedback; The document duplication management module includes the template management subsystem, template change submodule, duplication function, and template index configuration subsystem. The documents generated by it are automatically archived into the system through the archive module. The file operation module includes file upload and download, file preview, online editing, and display by document status control button; the details are as follows: File upload and download: supports uploading and downloading of multiple types of files. Files can be checked according to rules when being uploaded, and breakpoint resume and multi-threaded upload support are provided; File preview: supports preview of multiple types of files such as text files, pictures, PPT, Excel, Word, PDF, etc., and uses a high-performance rendering engine to ensure preview quality and speed; Online editing: Support online editing of Word documents by integrating third-party components, and support real-time saving and version rollback; Display by document status control button: upload, download, view, edit and other operations are dynamically adjusted according to the business document status; The archive and circulation module includes automatic archiving, archive circulation, and system integration modules. The archived documents are circulated online through the archive circulation module. During circulation, only authorized users are allowed to view or edit the documents according to the permission rules of the attachment management module. The circulation records and approval process are stored in the archive module to provide support for subsequent tracing, as follows: Automatic archiving: Documents generated by the system and manually uploaded are finally archived and stored in a unified manner for easy query and audit; File circulation: supports online file circulation, ensures that circulation records are traceable, and supports circulation approval process; System integration module: Provides SDK and RESTful API interface, supports seamless integration with business systems, and provides detailed development documentation and sample codes.

2. The archive middle-end system according to claim 1 is characterized by: The watermark configuration submodule adds text watermarks or image watermarks to document previews and supports dynamic watermark content generation. The watermark content includes user information and timestamps.

3. The archive middle-end system according to claim 1 is characterized by: The attachment list configuration submodule configures the attachment type, size limit and sorting rules of the business function node, supports fine-grained permission control, and ensures that the uploaded files meet the business scenario.

4. The archive middle-end system according to claim 1 is characterized by: The file verification submodule supports rule verification based on the major and minor categories of archives, including the necessity of uploading archives and the size of the files.

5. The archive middle-end system according to claim 1 is characterized by: The template management submodule uploads and approves document templates, supports tag placeholders, and uses an advanced template parsing engine to ensure template compatibility and extensibility.

6. The archive middle-end system according to claim 1 is characterized by: The template change submodule supports the change approval process of the document template and provides version management and backtracking functions.

7. The archive middle-office system according to claim 1 is characterized by: The printing function supports the automatic generation of notices, due diligence reports, contract documents, etc. based on templates and business documents, meeting the document generation needs of the entire business process, and automatically uploading them to the system through major and minor file categories.

8. The archive middle-end system according to claim 1 is characterized by: The template indicator configuration submodule provides data source configuration for document template parameter replacement and supports complex calculation logic and dynamic parameter binding.