System for online management of comprehensive plan report

Abstract

The invention provides a system for comprehensive plan report online management. The system comprises a process node configuration module, a report configuration module, a report configuration module of each unit, a report online automatic circulation module, a report online management module and a self-adaptive algorithm module. Efficient circulation and auditing of reports are realized through automatic configuration of process nodes; the report configuration module supports data source registration, template creation and summarizing logic self-definition; the self-adaptive algorithm module can dynamically adjust report generation frequency, screening conditions and flow paths according to the business volume; and the system also has data quality auditing and real-time monitoring functions, so that the accuracy and timeliness of the report are ensured, and the enterprise management efficiency is improved.

Description

Technical Field

[0001] The present invention relates to a data management system, in particular to a system for online management of comprehensive plan reports, belonging to the technical field of enterprise information management and data processing. Background Art

[0002] With the expansion of enterprise scale and diversification of business scope, the preparation and management of comprehensive plans have become an important part of modern enterprise management. Comprehensive plans usually include annual, quarterly or monthly production plans, financial plans, operational plans, etc. The traditional comprehensive plan report management method usually relies on manual preparation and summary, with large and complex data volumes, prone to errors, and difficult to update and monitor in real time. This traditional management method has many challenges in processing large amounts of data, achieving efficient collaboration, and ensuring report accuracy.

[0003] In actual applications, various departments or branches of an enterprise usually need to generate and submit corresponding reports according to different business needs. These reports involve multi-level and multi-dimensional data sources, including financial data, production data, sales data, etc. How to effectively classify, organize and analyze these data is a major problem faced by enterprises. Existing management systems often rely on manual operations when processing reports, from the creation of report templates, data entry, to report review, summary, and final submission and approval. The entire process is time-consuming and prone to errors, and it is difficult to meet the needs of modern enterprises for efficient, automated and accurate report management.

[0004] In addition, traditional report management systems have great limitations in configuring process nodes and report circulation. Usually, the organizational structure of an enterprise is complex, and different departments and business lines may have different requirements for reports. Therefore, it is difficult for existing report management systems to flexibly adapt to changes in enterprise business needs, and the setting and adjustment of process nodes often requires a lot of time and resources. Especially in the case of rapid business changes, enterprises need a system that automatically adjusts report circulation nodes according to changes in business needs to reduce manual operations and ensure the real-time and accuracy of reports.

[0005] There is still a significant shortcoming in the current report management system on the market, that is, the management of data sources and the creation of report templates rely on manual operations. The registration and maintenance of data sources often require manual operations by administrators, and the creation and maintenance of templates also require users to manually configure them according to specific needs. The whole process is time-consuming and laborious. Moreover, since different departments or branches require different types of reports, the existing system lacks flexibility in template configuration and data binding, and cannot meet the customization requirements in different business scenarios. In addition, the traditional system usually has fixed logic for filtering and summarizing report data, and cannot be customized according to different management needs, which further limits the efficiency of the report management system.

[0006] Report circulation and approval is one of the key links in enterprise report management. However, the traditional report circulation method often requires multiple manual operation steps. In the process of report submission from lower-level departments to upper-level management for approval, multiple nodes are involved, which is prone to data loss, report delays, and data asynchrony. Due to the lack of an effective automated circulation mechanism, traditional report management systems are difficult to achieve real-time report circulation and data synchronization, resulting in the inability of management to obtain the latest report data in a timely manner, thus affecting the timeliness and accuracy of decision-making.

[0007] In the existing technology, the supervision and feedback mechanism of the report management system is often lagging behind. Due to the different progress of business report submission in various departments and branches, it is difficult for management to fully grasp the progress of report submission, and there is a lack of effective report quality inspection mechanism. The existing system usually relies on manual review of the accuracy and consistency of report data. When the amount of report data is large, manual review is prone to errors, resulting in inaccurate decision-making basis. At the same time, the monitoring function of the existing system is limited, and it is impossible to achieve real-time monitoring and feedback on the progress of report submission. It is difficult for management to discover problems in the report submission process in a timely manner, which further affects the efficiency of the company's comprehensive planning management.

[0008] Therefore, enterprises urgently need a comprehensive planning and reporting management system with high automation and strong flexibility. Summary of the invention

[0009] In order to solve the above problems in the prior art, the present invention proposes a system for online management of comprehensive plan reports, including: a process node configuration module, a report configuration module, a report configuration module for each unit, an online automatic flow module for reports, an online management module for reports and an adaptive algorithm module;

[0010] The process node configuration module is used to configure the organizational hierarchy and department settings, supports custom configuration of the organization, and automates the process flow;

[0011] Report configuration module, including:

[0012] Data source registration unit, used to register report data source;

[0013] A report template creation unit, used to create report templates according to business requirements;

[0014] The template data table binding unit is used to bind the report template fields with the data source fields;

[0015] Report summary logic custom configuration unit, used to customize report summary logic;

[0016] Report filter condition configuration unit, used to filter report data according to multiple conditions;

[0017] Report checking logic configuration unit, used to automatically check the accuracy and consistency of report data;

[0018] The report configuration module for each unit is used to customize the report content that each unit should report;

[0019] The report online automatic circulation module is used to realize the automatic circulation of reports and synchronous update of data;

[0020] Online report management module, used to monitor report circulation progress and report quality;

[0021] The adaptive algorithm module is combined with the process node configuration module and the report online automatic circulation module to automatically adjust the report configuration and circulation node settings according to the business volume, time nodes and actual business process changes of different units; and predict the business needs of the units, and dynamically adjust the report generation frequency, data screening conditions and circulation paths.

[0022] The process node configuration module includes:

[0023] The organizational hierarchy and department setting unit is used to configure different hierarchies and departments according to the actual business needs of the organization. Through the hierarchical interface provided by the system, users can select, add, delete or modify the organizational hierarchy and departments;

[0024] The custom configuration unit is used to support users to select or manually input the required process nodes and related parameters through the system's front-end interface. Users can configure the execution order and parallel relationship of multiple nodes according to the complexity of the business process;

[0025] Automatic judgment and transfer unit: Based on the rule-based automatic judgment algorithm, the system automatically judges the flow path of the report according to the preset conditional rules. When the node completes the operation, the report will be automatically transferred to the next node.

[0026] Real-time adjustment unit, used to update process node configuration in real time by adjusting node parameters when organizational structure or business process changes;

[0027] Flexible dynamic management unit supports users to dynamically add or delete process nodes according to business needs, allows multiple approval nodes to receive and process report data at the same time, and supports execution order management of sequential nodes and parallel nodes.

[0028] The automatic judgment algorithm formula is as follows:

[0029]

[0030] in:

[0031] P next Indicates the next process node;

[0032] P approval Indicates entering the approval node;

[0033] P revision Indicates entering the report revision node;

[0034] P escalate Indicates that the report flows to the upgrade node;

[0035] R time Indicates the completion time of the current time node;

[0036] T deadline Indicates the time requirement of the current process node;

[0037] R auth Indicates the authority level of the approver of the current process node;

[0038] L required Indicates the minimum authority requirement for the approver at the current process node;

[0039] S report Indicates the report status.

[0040] The data source registration unit of the report configuration module is used to register an external database or an internal data table into the system, and by inputting or selecting relevant information of the data source, the system automatically establishes a connection with the data source and extracts data from the data source for report generation;

[0041] The report template creation unit of the report configuration module is used to customize the creation of report templates according to the needs of different business scenarios, including the settings of report title, column title, data display area, and supports the selection of different report styles;

[0042] The template data table binding unit of the report configuration module is used to bind the fields in the report template with the specific data table fields in the registered data source to ensure that the required data is automatically extracted from the data source when the report is generated;

[0043] The report summary logic customization configuration unit of the report configuration module is used to customize the report summary logic according to the user's business needs, support data aggregation by department, time period, and business type, and automatically generate summary results;

[0044] The report filter condition configuration unit of the report configuration module is used for the user to set multiple filter conditions to filter the data in the report, and supports data filtering by year, unit, and business indicator;

[0045] The report checking logic configuration unit of the report configuration module is used to automatically check the generated report data according to preset checking rules.

[0046] The report configuration modules for each unit include:

[0047] The custom report configuration unit is used to customize the report configuration content according to the business needs of different units. Users select the unit through the system interface, define the report type, and further configure the report field content and submission cycle;

[0048] The report submission process configuration unit is used to configure the submission process of each unit's report. Users can specify the submission responsible person, approval process and submission deadline for each unit;

[0049] Timing reminder unit, used to send reminder notifications to relevant responsible persons according to the report submission deadline;

[0050] Data tracking and logging unit, used to monitor the report submission process, record submission status and key operation logs;

[0051] The data accuracy assurance unit is used to automatically check the integrity and accuracy of data before submitting a report. The system prevents submission of reports with data that does not meet the requirements based on preset inspection rules and provides feedback on correction suggestions.

[0052] The report online automatic circulation module includes:

[0053] The automatic transfer unit of the process node is used to transfer the report from the submitting unit to the superior review department step by step according to the preset process rules, and automatically judge the completion status of the current process node through node status detection, and transfer the report to the next node;

[0054] The rule triggering and operation execution unit is used to trigger corresponding operations according to the set rules in the business process. The system automatically executes the preset operation after a certain node is completed;

[0055] A collaborative working unit with the adaptive algorithm module, used to dynamically adjust the report flow path and operation rules according to the unit's business volume, time nodes and report complexity;

[0056] The report circulation status tracking and feedback unit is used to track the status of report circulation in real time, record the operation time, operator and processing results of each node, and notify the relevant responsible persons of the report circulation status through the feedback mechanism.

[0057] The report online management module includes:

[0058] The report circulation progress monitoring unit is used to monitor the circulation progress of each unit's reports in real time, and provides a visual progress display interface to display the current status of the report, process nodes, and completed and pending nodes. The system records the node operation time and responsible person in real time, and issues a reminder notification when the node exceeds the set processing time;

[0059] The report data quality review unit is used to automatically check the data quality of submitted reports, perform data sum verification, data range check, format check and data consistency check based on preset check rules, and remind the responsible person to make corrections through email, system notification or SMS when the data does not meet the standards;

[0060] The resubmission process unit is used to generate a problem report when the system detects problems with report data, record the data items that do not meet the standards, and allow the responsible person to revise the report and resubmit it;

[0061] Comprehensive report generation unit, used to automatically generate comprehensive reports based on submitted report data, support data aggregation by department, time period, business type, and perform multi-dimensional analysis, and provide report export and visualization functions;

[0062] The overall progress and data quality monitoring unit is used to display the overall progress and data quality overview of report submission by each unit. The system generates a report submission progress chart and a data quality monitoring chart.

[0063] The adaptive algorithm module comprises:

[0064] Dynamically adjust the report generation frequency unit, which is used to dynamically adjust the report generation frequency according to the changes in the business volume of each unit, and adjust the report generation frequency by monitoring the business volume and based on historical data and set business rules;

[0065] Dynamically adjust report data screening condition unit, which is used to automatically adjust report screening conditions according to the business needs and process changes of different units, predict key business indicators and adjust report screening conditions through historical data analysis and regression algorithms;

[0066] Dynamically adjust the report flow path unit, which is used to automatically adjust the report flow path according to the changes in the unit's business processes, give priority to key reports, and optimize the report flow order through the priority scheduling algorithm;

[0067] The business demand forecasting and response unit is used to predict future report requirements and make adjustments in advance based on historical data and business changes, automatically respond to changes in business requirements, and adjust the report generation frequency, screening conditions, and flow path.

[0068] The dynamic adjustment report generation frequency unit dynamically calculates the report generation frequency using the following formula:

[0069]

[0070] Among them, F new The frequency of generating new reports, F base is the frequency of generating the benchmark report, ΔV represents the increment of business volume, V threshold is the threshold of business volume change.

[0071] The dynamic adjustment report data screening condition unit adjusts the screening condition based on the following regression analysis formula:

[0072]

[0073] Among them, S new For new data filtering conditions, S base is the basic screening condition, α is the adjustment coefficient, D current and D previous They are key business indicators for current and historical data respectively.

[0074] The dynamic report flow path adjustment unit calculates the flow path of the report through the following priority scheduling algorithm:

[0075]

[0076] Among them, P next is the next process node, U i is the urgency index of each node, T i The processing time of the node.

[0077] The beneficial effect of the present invention is that through the modular design of the comprehensive plan report online management system, the efficiency and accuracy of enterprise report management are significantly improved. First, the process node configuration module supports flexible customization of organizational structure and automated process flow to ensure efficient report flow. The report configuration module realizes automatic registration of data sources, template creation and data table binding to ensure the flexibility and consistency of report generation. Through the adaptive algorithm module, the system can dynamically adjust the report generation frequency, screening conditions and flow path according to the business volume, so that report management has high flexibility and adaptability. In addition, the online automatic flow and management module of the report provides real-time monitoring, data quality review and feedback functions, which ensures the integrity, accuracy and timeliness of the report data, helps the enterprise management to make decisions quickly and improve overall work efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0078] The drawings described herein are used to provide a further understanding of the present invention and constitute a part of the present application, but do not constitute an improper limitation of the present invention. In the drawings:

[0079] Figure 1 A schematic diagram of functional modules of an online management system for comprehensive plan reports of the present invention is shown.

[0080] Figure 2 The diagram shows the adjustment of the adaptive algorithm module in the business process and the data flow diagram of the present invention. DETAILED DESCRIPTION

[0081] The present invention will be described in detail below in conjunction with the accompanying drawings and specific embodiments, wherein the illustrative embodiments and descriptions are only used to explain the present invention but are not intended to limit the present invention.

[0082] Example 1 System for online management of comprehensive planning reports

[0083] like Figure 1 As shown, this embodiment provides a system for online management of comprehensive plan reports. The system includes multiple functional modules, namely: process node configuration module 101, report configuration module 102, unit report configuration module 103, online report automatic circulation module 104, online report management module 105, and adaptive algorithm module 106. Through the synergy of these modules, the system realizes the automation of the entire process of reports from data source registration, report template creation, to automatic report circulation and management, greatly improving the efficiency of enterprise comprehensive plan management.

[0084] 1. Process node configuration module 101

[0085] The process node configuration module is used to set the organizational hierarchy and departments, and supports custom configuration. Users configure different process nodes according to the organizational structure and actual business needs of different units to ensure the automatic flow of processes. In the specific implementation, the system will automatically determine the report flow path based on the set process nodes. This module allows real-time adjustment of process nodes, thereby achieving flexible and dynamic process management. For changes in organizational structure, users can quickly update node configurations through the system interface so that the system can automatically adapt to new process requirements.

[0086] 2. Report configuration module 102

[0087] The report configuration module includes the following main units:

[0088] Data source registration unit: used to register data sources in the system, including external databases, internal data tables, etc. After the user registers the data source in the system, the system automatically reads and accesses the data in these data sources to provide data support for subsequent report creation.

[0089] Report template creation unit: According to specific business needs, users create various report templates in the system. This module provides flexible template editing tools, allowing users to customize report titles, column titles, data areas, etc. to meet the needs of different business scenarios.

[0090] Template data table binding unit: The created report template is bound to the registered data source field through this unit. Through this binding, the report automatically extracts the corresponding data from the data source when it is generated, reducing the workload of manual input and the probability of errors.

[0091] Report summary logic custom configuration unit: This unit allows users to customize the summary logic of reports according to business needs. The system supports multiple summary methods, such as data summary by department, time period, business type, etc., to flexibly meet different management needs.

[0092] Report filter condition configuration unit: Users can set multiple report filter conditions through this unit, such as filtering data by year, unit or other specific business indicators to ensure accurate data analysis results.

[0093] Report check logic configuration unit: This unit is used to automatically check the accuracy and consistency of report data. After the report is generated, the system automatically checks whether the total data is consistent with the data of each item through the preset check logic, and provides real-time feedback on data quality.

[0094] 3. Report configuration module for each unit 103

[0095] The report configuration module for each unit is used to customize the report content that each unit should submit according to the specific business needs of different units. The system allows users to set different report requirements for each unit to ensure that each unit submits corresponding data according to actual business conditions. At the same time, the system also supports a timed reminder function. When the report submission deadline expires, the system will automatically remind the corresponding responsible person to submit it.

[0096] 4. Report online automatic circulation module 104

[0097] The report online automatic circulation module realizes the automation of the whole process from report submission from each unit to the superior for review. In the specific implementation process, when a process node is completed, the system will automatically transfer the report to the next node and trigger the corresponding operation according to the preset rules. This module works in conjunction with the adaptive algorithm module 106 to automatically adjust the node settings of the report circulation according to the business volume, time nodes and actual business process changes of different units to ensure the efficient operation of the process.

[0098] 5. Report online management module 105

[0099] The report online management module is used to monitor the report circulation progress and report quality of each unit. The system displays the submission progress and approval status of each report in real time, and automatically conducts quality review of the submitted report data through report checking logic. If the data quality does not meet the standards, the system will issue a warning and require the relevant departments to resubmit the data. This module also generates comprehensive reports to help corporate executives quickly understand the business situation and report submission status of each unit.

[0100] 6. Adaptive algorithm module 106

[0101] The adaptive algorithm module is one of the core innovations of this system. This module is combined with the process node configuration module 101 and the report online automatic circulation module 104 to automatically adjust the report configuration and circulation node settings according to the business volume, time nodes and actual business process changes. The system analyzes historical data, predicts the business needs of each unit, and dynamically adjusts the report generation frequency, data screening conditions and circulation paths. For example, when the business volume of a unit surges, the system automatically increases the frequency of report generation to ensure that management obtains the latest data in a timely manner.

[0102] Through adaptive algorithms, the system dynamically adjusts various configurations according to actual changes in demand, reducing manual operations and improving the intelligence level of report generation and management. Figure 2 The figure shows the process of the adaptive algorithm module automatically adjusting the report flow and configuration. When the business process changes, the adaptive algorithm module responds quickly and adjusts the report generation logic and flow path to ensure the efficient operation of the system.

[0103] Embodiment 2 Process node configuration module 101

[0104] This embodiment provides a process node configuration module 101 for use in an online management system for comprehensive plan reports. The module is used to set the levels and departments of an enterprise or organization, and supports user-defined configuration to ensure the automated flow of business processes.

[0105] 1. Organizational structure and department settings

[0106] The process node configuration module 101 allows users to flexibly configure different levels and departments according to the actual business needs of the organization. Specifically, the system provides a hierarchical interface in which users select, add, delete or modify the levels and departments of the organization. Through this setting, the system ensures that reports are correctly transferred to the corresponding responsible departments or persons in charge in different levels of management processes.

[0107] 2. Custom configuration

[0108] This module supports user-defined configuration of process nodes. Users select or manually enter the required process nodes and related parameters through the system's front-end interface. For example, users set report approval nodes for a department and specify the reports that the department needs to submit or review in a specific business scenario. Users can flexibly configure the execution order and parallel relationship of multiple nodes according to the complexity of the business process, so as to automate the process flow.

[0109] 3. Automatic judgment and flow of process nodes

[0110] In the specific system implementation, the process node configuration module adopts a rule-based automatic judgment algorithm. The system automatically determines the report flow path through the node rules (such as conditions, process sequence, permissions, etc.) pre-configured by the user. When a node completes the established operation, the system will automatically transfer the report to the next node according to the set rules. For example, when a department completes the review of a report, the system will automatically send the report to the next-level approval node or the designated business department according to the configuration rules.

[0111] Automatic judgment algorithm example:

[0112] The system uses an automated algorithm based on conditions and logical judgments to determine the next step in the report flow. The basic steps of the algorithm are as follows:

[0113] Input node data: including the current node status, department, approval authority, time and other information.

[0114] Judgment conditions: The system determines whether the circulation conditions are met based on preset rules (such as time, authority, and report status).

[0115] Output flow path: The system selects the next process node based on the result of conditional judgment and automatically flows to the next level node.

[0116] Automatic judgment formula is expressed as:

[0117] The specific automatic judgment formula combines multiple parameters such as process nodes, conditional rules, and report status to finally determine the next process node. The formula is based on the current state of the process and the preset conditions, and uses logical judgment to derive the flow path of the report. The following is a detailed explanation of the formula:

[0118] The setting formula is as follows:

[0119]

[0120] in:

[0121] P next : Indicates the next process node.

[0122] P approval : Indicates entering the approval node.

[0123] P revision : Indicates entering the report revision node.

[0124] P escalate : Indicates that the report is transferred to the upgrade node (usually the higher-level administrative department).

[0125] R time : Completion time of the current time node.

[0126] T deadline :Time requirements for the current process node (such as the deadline for report submission or approval).

[0127] R auth : The authority level of the approver of the current process node.

[0128] L required : The minimum authority requirement for the approver at the current process node.

[0129] S rport : The report status, which can be "complete" or "incomplete".

[0130] explain:

[0131] P approval : If the report status is "Complete" (S repore =”complete”), and the approver’s authority meets the requirements (R auth ≥L required), and the current time does not exceed the deadline (R time ≤T deadline ), the report will enter the Approval node.

[0132] P revision :If the approver's authority does not meet the requirements (R auth <L required ), or the report status is incomplete (S report = "incomplete"), the report will return the revision node.

[0133] P escalate :If the current time exceeds the deadline (R time >T deadline ), the report will be transferred to the escalation node, usually the higher-level authority for processing.

[0134] The logic of this formula takes into account multiple factors such as time requirements, approval permissions, and report status to ensure that the report is processed or circulated correctly within the specified time.

[0135] 4. Real-time adjustment function

[0136] In order to cope with dynamic changes in business processes, the process node configuration module also has a real-time adjustment function. When the organizational structure of the enterprise changes, users can quickly update the process node configuration through the system interface without redeploying the entire system. Users only need to adjust the node parameter settings (such as changing the node approver, changing the flow path, etc.), and the system will automatically adapt to the new process requirements and ensure that the report flows correctly under the new node settings.

[0137] For example, when the responsibilities of a department are changed or the authority is adjusted, the user can modify the approval nodes and report flow conditions of the department in real time. The system will update the report flow rules in real time according to the new settings, thereby ensuring the accuracy of the process automation execution.

[0138] 5. Flexible and dynamic process management

[0139] This module supports flexible process node management, and users can dynamically add or delete process nodes according to business needs. The system allows existing processes to be modified at any time without affecting the normal operation of other nodes. Dynamic management capabilities enable the system to quickly respond to business process adjustment needs.

[0140] Specifically, users set parallel nodes and sequential nodes, and determine the execution order and priority of each node according to business needs. For example, the system allows multiple approval nodes to receive and process report data at the same time, and approve reports in parallel to improve the execution efficiency of the process. The system also supports setting multiple decision points for specific business processes. When multiple conditions are met at the same time, the system will automatically select the optimal report flow path.

[0141] The process node configuration module provided in this embodiment greatly improves the flexibility and automation level of enterprise management, making reports more efficient and accurate when circulated within the organization, while reducing the necessity of human intervention.

[0142] Example 3 Report configuration module 102

[0143] This embodiment provides a report configuration module 102, which is used in the comprehensive plan report online management system to help users perform a series of report configuration operations such as data source registration, report template creation, data table binding, summary logic configuration, data screening and data checking.

[0144] 1. Data source registration unit

[0145] The data source registration unit is used to register external databases or internal data tables into the system so that the system can read and access the data in these data sources, thereby providing support for report generation and configuration.

[0146] In the specific implementation, the user manually enters or selects relevant information of the data source through the front-end interface of the system, such as the database connection string, access credentials, data table name, etc. After the data source registration is completed, the system automatically establishes a connection with the data source and extracts data through a standard database query interface (such as SQL, API, etc.).

[0147] The system supports multiple types of data sources, including relational databases (such as MySQL, Oracle), non-relational databases (such as MongoDB, Cassandra), and internal data files (such as CSV, Excel, etc.). Users can select different data sources according to specific business needs and manage and maintain the registration information of these data sources in the system.

[0148] 2. Report template creation unit

[0149] The report template creation unit allows users to customize report templates according to the needs of different business scenarios. This unit provides flexible template editing tools, and users can customize various elements of the report in the editing interface, including:

[0150] Report title: The user specifies a specific name for the report to distinguish different business scenarios and report types.

[0151] Column title: Users set the column title of the report by dragging or manually entering the column title to define the attribute name and display order of the column.

[0152] Data area: The specific data display area of ​​the user-defined report, including the row and column range of the table, data display method, etc.

[0153] In addition, the system also supports a variety of template styles (such as tables, charts, lists, etc.), and users can choose the appropriate report format based on business needs.

[0154] 3. Template data table binding unit

[0155] The template data table binding unit is used to bind the created report template to the data source registered in the system to ensure that the required data is automatically extracted from the data source when the report is generated.

[0156] In actual operation, users select fields in the report template through the template editing interface and match these fields with specific data table fields in the data source. The process includes the following steps:

[0157] The user selects a table or view in the data source as the data source;

[0158] The system lists all the fields in the table or view;

[0159] The user selects the fields and binds them to the corresponding column headers in the report template.

[0160] After the binding is completed, the system automatically extracts and fills in data when generating reports based on the field binding relationship defined by the user, reducing the workload of manual input and the probability of operational errors.

[0161] 4. Report summary logic custom configuration unit

[0162] The report summary logic custom configuration unit is used to flexibly summarize and calculate report data according to the user's business needs. Users can select appropriate summary dimensions according to different management requirements, for example:

[0163] By department: The system summarizes the data from different departments and generates report data for each department.

[0164] By time period: The system aggregates data based on annual, quarterly, monthly or other custom time periods and generates summary reports for the time dimension.

[0165] By business type: The system supports classification and aggregation according to different business types (such as sales, production, finance, etc.).

[0166] Users can select summary dimensions and define summary logic by dragging or dropping, such as sum, average, maximum, minimum, etc. The specific implementation of summary logic is completed through the system's built-in function library, and the system will automatically generate summary results based on the dimensions and calculation logic selected by the user.

[0167] 5. Report filter condition configuration unit

[0168] The report filter condition configuration unit allows users to set multiple filter conditions to filter the data in the report to ensure that the final generated report meets business requirements.

[0169] Specifically, users define multiple filtering conditions through the condition editing interface, such as:

[0170] Filter by year: Users select data from a specific year or time range for report generation.

[0171] Filter by unit: Users can specify data of one or more units for filtering to ensure that the report only contains business data related to the unit.

[0172] Filter by business indicators: Users set data filtering conditions based on specific business indicators (such as sales, production quantity, etc.) to generate reports for specific business scenarios.

[0173] Users define multiple filter conditions and select the logical relationship between the conditions (such as AND, OR). The system filters the data in the data source according to the user-defined conditions to ensure that the report only displays data that meets the conditions.

[0174] 6. Report Check Logical Configuration Unit

[0175] The report check logic configuration unit is used to automatically check the data after the report is generated to ensure the accuracy and consistency of the data. The system checks each data item in the report through the pre-set check rules to ensure that the summary result is consistent with the itemized data.

[0176] The specific implementation steps include:

[0177] Data sum check: The system automatically calculates the sum of each sub-item data in the report and compares it with the preset sum value. If there is any inconsistency, the system will issue a warning and prompt the user to check the data source or template settings.

[0178] Data consistency check: The system automatically checks the logical consistency between different data items in the report. For example, if there are multiple data items with dependencies in the report, the system will check whether these data meet the relevant dependency conditions.

[0179] Real-time feedback: The system uses automated checking logic to provide immediate feedback on data issues after report generation, ensuring that users can discover and correct data errors in a timely manner before submitting reports.

[0180] In summary, the report configuration module realizes the automation and flexible configuration of report generation through the collaboration of various functional units, providing users with an efficient report management solution.

[0181] Example 4: Report configuration module 103 for each unit

[0182] This embodiment provides a report configuration module 103 for each unit, which is used to customize the report content that each unit needs to submit according to the specific business needs of different units in the enterprise, so as to ensure that each unit submits corresponding data according to its actual business situation. Through this module, the system flexibly manages the report submission requirements of different units and provides a timed reminder function to ensure that the report is submitted within the specified period.

[0183] 1. Custom report configuration

[0184] The unit report configuration module 103 allows users to customize report configuration content according to the business characteristics of different units. The system provides a configuration interface, and users select or input the business requirements of a specific unit to set specific report requirements for it.

[0185] Implementation steps:

[0186] Unit selection: When the user selects a unit in the system interface, such as "Sales Department" or "Finance Department", the system automatically loads the historical report requirements or default configuration of the unit.

[0187] Report type definition: The user defines the report types that need to be submitted for the unit, such as financial reports, sales reports, production reports, etc. The system provides a report template library, and users can select existing templates or create new templates based on the specific business needs of the unit.

[0188] Data field configuration: The system allows users to further customize the specific field content of the report. For example, a sales report may include fields such as "sales", "product name", and "sales date", while a financial report may include fields such as "income", "expenditure", and "profit". Users set these fields through the template editor and bind them to the data source (working with the data source registration unit in the report configuration module).

[0189] Report cycle: The user sets the report submission cycle for the unit, such as "daily", "weekly", "monthly" or "quarterly". The system will generate reports regularly according to the set cycle and remind the relevant person in charge of the unit to submit the report.

[0190] 2. Report submission process configuration

[0191] In order to ensure timely submission of reports from different units, the system provides flexible submission process configuration. Through this module, users can specify the report submission process for each unit, including submission approval process, responsible persons and time nodes.

[0192] Implementation steps:

[0193] Responsible person designation: Users designate different responsible persons for each unit's report. The system associates the corresponding responsible person's authority through the user's authority management module (not described in detail) to ensure that reports can only be submitted or reviewed by designated personnel. For example, the sales manager of the sales department is designated as the person responsible for submitting reports, while the financial director of the finance department is the person responsible for reviewing financial reports.

[0194] Approval process definition: For some key reports, users can set up multi-level approval processes. The system supports setting up "first-level approval", "second-level approval" or "third-level approval" processes, with each level of approval being the responsibility of different departments or management levels. For example, after a report is submitted, it must be reviewed by the department head and then finally approved by the company's financial director.

[0195] Report submission deadline: The system allows users to set a specific deadline for report submission for each unit, such as a sales report for a unit must be submitted on the last day of each month. In the system's time node configuration, the user selects a specific date and time, and the system will control the time window for report submission based on the set deadline.

[0196] 3. Timing reminder function

[0197] To ensure that all units submit reports on time, the system is equipped with a timed reminder function. When the deadline for report submission approaches, the system will automatically send a reminder notification to the person responsible for the report.

[0198] Implementation steps:

[0199] Reminder rule configuration: Users can set reminder rules for each unit's report. The system supports multiple reminder methods, such as one day in advance, three days in advance, or on the day of submission. Users can set the frequency and time of reminders based on the business importance of different units.

[0200] Reminder method: The system supports multiple reminder methods, including email reminders, system built-in notifications, SMS reminders, etc. Users select the corresponding reminder method in the configuration interface. For example, the sales department may receive reminders via email, while the finance department receives reminders through system notifications.

[0201] Automatically send reminders: The system automatically detects the submission status of reports in the background. When it detects that a unit's report is about to expire but has not been submitted, the system will send reminder information to the relevant responsible person according to the set reminder rules to ensure that the report is submitted before the deadline. The system also allows users to view the reminder log to ensure that the notification has been successfully sent to the designated responsible person.

[0202] 4. Data Tracking and Logging

[0203] In order to ensure the transparency and traceability of report submission, the system monitors the entire report submission process of each unit and records the key operation logs during the submission process.

[0204] Implementation steps:

[0205] Submission status tracking: The system sets up a submission status tracking function for each unit's report. Users can view the submission status of the report in real time in the system, such as "submitted", "pending review", "reviewed" and other statuses.

[0206] Log Recording: The system automatically records the submission operation log of each report, including submission time, responsible person, approval time and reviewer, etc. Log data is available for management to view in order to track the responsibility and progress of report submission.

[0207] 5. Data accuracy assurance

[0208] Before the report is submitted, the system will automatically check the completeness and accuracy of the data to ensure that the report content meets expectations.

[0209] Implementation steps:

[0210] Automatic check rules: The system supports data check before each unit submits the report. For example, the system will check whether all required fields have been filled in, whether the data format meets the requirements, and whether there are logical errors (such as wrong date sequence, etc.). If the check fails, the system will prevent the report from being submitted and prompt the responsible person to correct the data.

[0211] Automatic feedback mechanism: If a unit's report contains data errors or fails to submit, the system will automatically provide feedback to the responsible person and provide correction suggestions to ensure that the report is submitted on time and accurately.

[0212] The report configuration module for each unit realizes comprehensive management of the report submission process of different units through flexible custom configuration, process management and timed reminder functions. This module ensures that each unit submits corresponding reports according to its business needs, and at the same time, through timed reminders and data checking functions, it ensures the efficiency of report submission and data accuracy.

[0213] Example 5: Report Online Automatic Flow Module 104

[0214] This embodiment provides a report online automatic circulation module 104, which is used to realize the full process automation management of report submission from each unit to the superior for review. In the specific implementation of this module, the system automatically transfers the report from the submitting unit to the next node step by step according to the preset process nodes, and triggers corresponding operations according to the set rules to ensure the smooth flow of the report between each process node.

[0215] 1. Automatic flow of process nodes

[0216] The report online automatic circulation module 104 is used to circulate the report from the submitting unit to the superior review department step by step. The system will automatically determine whether the current process node has completed the operation according to the pre-configured process rules, and automatically flow the report to the next node.

[0217] This module relies on the flowchart preset in the system. In the flowchart, each node represents a different operation step, such as "submit", "review", "approval", etc. The completion status of each node is triggered by the user's operation behavior, such as clicking the "submit" button, completing the review task, etc. When the operation of a certain node is completed, the system will automatically determine the next flow node of the report.

[0218] Implementation steps:

[0219] Process node initialization: During the system configuration phase, users need to configure a complete set of process node diagrams for each business process. Each node specifies different executors and operation requirements, and the nodes are connected by rules to ensure that the report flows in the established order.

[0220] Node status detection: The system regularly checks the completion status of the current node through background tasks, and the detection method is through database status flags, task completion flags, etc. When the node operation is completed, the system will mark the current node status as "completed".

[0221] Flow path judgment: When the node status is updated to "Completed", the system will automatically query the next flow path and determine the next operation node of the report. The flow path selection is based on preset business rules or conditional logic, such as the type of report, approver authority, data integrity, etc.

[0222] Flow execution: The system automatically pushes the report to the next process node based on the judgment result. If the node involves multiple people for approval, the system will push the report to multiple approvers at the same time through parallel processing and wait for all approvers to complete the operation.

[0223] 2. Rule triggering and operation execution

[0224] The report online automatic flow module not only automatically determines the flow of process nodes, but also triggers corresponding operations according to specific business rules. These rules are pre-set during process configuration. For example, after a report passes a certain approval node, the system automatically generates a reminder or automatically exports the report data to an external system.

[0225] Implementation steps:

[0226] Rule setting: Users set trigger conditions and operation rules for each process node. For example, when a report completes the initial review node, the system will automatically trigger the "Generate PDF" operation and export the report to PDF file format. At the same time, it is configured to automatically send emails to notify relevant personnel.

[0227] Conditional judgment: When a process node is completed, the system will automatically check whether it meets the set trigger conditions. The conditions are based on various factors, such as time requirements (such as completion before the specified deadline), authority verification (such as whether the authority level of the approver meets the requirements), etc.

[0228] Operation execution: When the triggering conditions are met, the system will automatically execute the corresponding operations according to the preset rules. The system has a series of built-in operation types, including sending notifications, exporting reports, updating databases, triggering external API calls, etc.

[0229] 3. Collaboration with the adaptive algorithm module

[0230] This module works in conjunction with the adaptive algorithm module 106 to ensure that the report flow is automatically adjusted in the specific business scenarios of different units. Through the adaptive algorithm, the system dynamically adjusts the report flow path and operation rules according to the unit's business volume, report complexity, time nodes and other factors.

[0231] Business volume adjustment: When a unit submits a large number of reports, the system predicts the business load through an adaptive algorithm and dynamically adjusts the node settings in the process. For example, when the system detects that a unit has submitted a large number of reports within a certain period of time, the system automatically processes the unit's reports in batches or extends the processing time of the next level of approval nodes to ensure efficient operation of the process.

[0232] Time node optimization: The adaptive algorithm will optimize the report circulation time according to the actual business situation. The system will analyze the historical data and the current report status and adjust the report circulation frequency. For example, if it detects that the approval speed of a certain process node is slow, the system will increase the frequency of automatic reminders or give priority to assigning approval tasks to other free approvers.

[0233] Process path adjustment: According to different business types of reports, the adaptive algorithm also adjusts the path of report circulation. For example, some business reports go through a simplified approval process, while other important reports may need to go through a more rigorous multi-level review. The adaptive algorithm dynamically selects the most appropriate approval path by analyzing the business attributes and unit conditions of the report.

[0234] 4. Report circulation status tracking and feedback

[0235] In order to ensure the transparency and traceability of the report circulation process, the system provides real-time tracking and feedback functions for the report circulation status. Users can view the current process node of the report, the processing progress, and the next operator through the system interface.

[0236] Implementation steps:

[0237] Status tracking: The system generates a unique identifier for each report and tracks all its operation records in the process. The system records the operation time, operator, operation results and other information of each node to ensure the full tracking of the report flow process.

[0238] Real-time feedback: When a report flows to a certain node, the system will automatically send feedback information to the relevant responsible person, such as notifying the next operator that the report has reached its node, or reminding the report responsible person that the report has passed the approval.

[0239] Log Recording: The system will record the flow operation log of each report and store it in the database. Users can track the specific flow of reports by querying the log records, including the processing time and results of each node.

[0240] The report online automatic circulation module 104 ensures the efficient circulation of reports from submission to review through the automated management of process nodes, and realizes the ability to dynamically adjust the circulation path and rule triggering according to business volume and time nodes through the collaborative work with the adaptive algorithm module 106. This module tracks the circulation status of the report in real time and automatically provides feedback, ensuring the efficient operation of each process node, reducing human intervention, and improving the overall process efficiency.

[0241] Example 6: Report Online Management Module 105

[0242] This embodiment provides a report online management module 105, which is used to monitor the circulation progress of each unit's report and the quality of the report data, ensure the transparency of the submission progress of each report, and perform quality checks on the report content. When the report data does not meet the predetermined standards, the system automatically issues a warning and requires the relevant unit to resubmit. The module also provides a comprehensive report function to help the enterprise management quickly understand the business situation of each unit and the overall progress of report submission.

[0243] 1. Report circulation progress monitoring

[0244] The report online management module 105 monitors the report circulation progress of each unit in real time to ensure that the circulation process of each report is transparent and traceable. Through this module, users can view the submission status, approval status and overall circulation progress of each report in the system.

[0245] Implementation steps:

[0246] Progress display interface: The system provides a visual progress bar or status chart for each report, showing the current process node of the report, the completed steps, and the nodes to be completed. For example, after the report is submitted, it will be displayed as "pending review", and after the review is passed, the status will change to "reviewed" and enter the next node.

[0247] Node monitoring: The system monitors the operation status of each process node in real time, and records the completion time and operator of each node through status marks. If a node exceeds the set processing time, the system will automatically issue a reminder notification to prompt the relevant responsible person to speed up the processing.

[0248] Progress report generation: The system generates a progress report on the circulation of each unit's report on demand, including information such as the number of reports that have not been submitted, are awaiting review, and have been completed. Through this report, enterprise managers can quickly understand the report processing status of each unit, helping to promptly discover and resolve delays in the process.

[0249] 2. Report data quality review

[0250] The report online management module 105 integrates the report data quality review function, and conducts a comprehensive check on each submitted report data through automated inspection logic to ensure the accuracy and consistency of the data. If the data does not meet the quality standards, the system will issue a warning and require the relevant department to resubmit the data.

[0251] Implementation steps:

[0252] Automated check rules: The system presets a variety of data check rules for each type of report, such as total verification, data range check, format check, etc.

[0253] Sum verification: The system checks whether the sum of each sub-data in the report is consistent with the preset target value, such as "total sales volume".

[0254] Data range check: The system verifies that each data item in the report is within a reasonable range, such as "sales cannot be negative" or "inventory quantity is within a specified range."

[0255] Format check: The system will check whether the data format in the report meets the requirements, such as whether the date format, currency symbol, etc. are correct.

[0256] Data consistency check: The system also checks the logical consistency between the data within the report to ensure that the relationship between related fields conforms to the business logic. For example, the system checks the logic that the "sales date" should be earlier than the "delivery date".

[0257] Warning notification: When the report data does not meet the quality standards, the system will automatically issue a warning and notify the relevant responsible person via email, system notification or SMS, requiring him to check and correct the report data.

[0258] 3. Resubmission process

[0259] When the system detects data problems in a report, it allows the relevant units to modify and resubmit the report. The report resubmission process ensures that data problems are corrected in a timely manner and re-enters the review process.

[0260] Implementation steps:

[0261] Problem report generation: The system will generate a problem report based on the data quality check results, detailing the specific items where the data does not meet the standards and explaining the problems. The report will be automatically sent to the person responsible for the report.

[0262] Report revision: After receiving the problem report, the person responsible for the report can revise the report data through the system interface. The system will automatically recheck the data after the data revision is completed to ensure that the data problem has been resolved.

[0263] Resubmission: After the data check is passed, the report will be resubmitted and enter the normal review process. The system records the time, content and responsible person of each submission and modification to ensure the transparency and traceability of the report modification process.

[0264] 4. Comprehensive report generation

[0265] The report online management module also has the function of generating comprehensive reports, helping the enterprise management to quickly understand the business situation and report submission status of each unit. The system generates comprehensive reports covering multiple dimensions by summarizing the report data of each unit, and supports customizing the report format according to user needs.

[0266] Implementation steps:

[0267] Report aggregation: The system automatically extracts data from submitted reports of each unit and aggregates the data according to the set aggregation rules. Aggregation rules are customized according to business needs, such as data classification and aggregation by department, time period, business type, etc.

[0268] Report analysis: The system supports multi-dimensional analysis of summary data, such as sales trends, financial data comparison, production efficiency analysis, etc. Through the data analysis function, management can obtain a comprehensive overview of the business performance of each unit.

[0269] Report export and display: After the comprehensive report is generated, the system provides a variety of export formats (such as PDF, Excel, etc.) for users to download and view. At the same time, the system supports visual report display, and users can directly view charts, data tables and other contents on the interface to facilitate data interpretation.

[0270] 5. Overall monitoring of progress and data quality

[0271] In order to provide comprehensive monitoring of the report submission process, the online report management module also provides an overall monitoring view to display the report submission progress and data quality status of each unit. This view helps management to grasp the global information of report submission and review in real time.

[0272] Implementation steps:

[0273] Progress Overview: The system provides an overall progress overview of the report submission and review of each unit, showing information such as the number of reports submitted, the number of reports not submitted, and the number of reports passed, helping management to understand the work progress of each unit in real time.

[0274] Data quality overview: The system also provides an overview of report data quality, showing the number of data problems and types of data errors in the reports submitted by each unit, helping management to quickly locate units with poor data quality and take corresponding improvement measures.

[0275] The report online management module 105 ensures efficient report circulation and accurate submission by monitoring the report circulation progress and data quality throughout the process. The system conducts a comprehensive review of report data through automated data checking logic, provides resubmission and comprehensive report functions, helps enterprise management quickly understand business progress, and ensures data integrity and accuracy.

[0276] Embodiment 7 Adaptive Algorithm Module 106

[0277] As attached Figure 2 As shown, this embodiment provides an adaptive algorithm module 106, which is one of the core innovations of the online management system for comprehensive plan reports. The adaptive algorithm module is combined with the process node configuration module 101 and the online automatic flow module 104 for reports, and automatically adjusts the report configuration, generation frequency, flow path and screening conditions through dynamic analysis of business volume, time nodes and actual business process changes, so as to ensure that the system flexibly responds to changes in business needs and improves the efficiency of report generation and flow.

[0278] 1. Dynamically adjust report generation frequency

[0279] The adaptive algorithm module predicts the report requirements of each unit based on its business volume and dynamically adjusts the report generation frequency to ensure that reports are generated and submitted in a timely manner when the business volume changes. For example, when the business volume of a unit surges, the system automatically increases the report generation frequency so that management can obtain the latest data in a timely manner for decision-making.

[0280] Implementation steps:

[0281] Business volume monitoring: The adaptive algorithm module regularly monitors the business volume of each unit. For example, through sales data, production data, etc. in the data source, the system monitors the changing trend of business volume in real time.

[0282] Frequency adjustment rules: The system determines whether the report generation frequency needs to be adjusted based on historical data and set business rules. For example, when the system detects that the business volume of a unit has increased rapidly in a short period of time, the system will trigger the frequency adjustment rule according to the preset threshold.

[0283] Algorithm formula: The system uses the following formula to dynamically calculate the report generation frequency:

[0284]

[0285] Among them, F new is the new report generation frequency, F base is the frequency of generating the benchmark report, ΔV represents the increment of business volume, V threshold is the set traffic volume change threshold. When ΔV exceeds V threshold When the report generation frequency is F new Corresponding adjustments will be made based on the increase in business volume.

[0286] Frequency adjustment execution: When the system determines that the report generation frequency needs to be increased or decreased, the adaptive algorithm module will automatically adjust the time interval for report generation so that the report is generated at the new frequency. For example, a unit normally generates a report once a month, but during business peak periods, the system adjusts it to generate a report once a week.

[0287] 2. Dynamically adjust report data filtering conditions

[0288] The adaptive algorithm module automatically adjusts the report filtering conditions according to the business needs and process changes of different units to ensure that the report content reflects the current business status in a timely manner. For example, when the business changes rapidly, the system dynamically adjusts the report's time range, product category and other filtering conditions to ensure that the generated report content meets the current business needs.

[0289] Implementation steps:

[0290] Historical data analysis: The system analyzes key business indicators (such as sales, product types, production quantities, etc.) in historical report data to determine which data items have a key impact on the current business process. For example, the system predicts the sales trend of key products in the future based on the sales data of the past few months.

[0291] Filter adjustment rules: Based on historical data trends and current business status, the system will automatically adjust the data filter conditions in the report. For example, if the system detects that the sales volume of a certain product category has grown rapidly in recent months, the system will automatically adjust the report filter conditions and list the data of key products as the key content in the report.

[0292] Algorithm formula: The system uses regression analysis algorithm to model historical data and adjusts the screening conditions according to the prediction results. The specific formula is as follows:

[0293]

[0294] Among them, S new is the new data filtering condition, S base is the basic screening condition, α is the adjustment coefficient, D current and D previous are key business indicators of current and historical data (such as sales, product quantity, etc.). current Much larger than D previous When the system increases the intensity of screening the business data.

[0295] Update filter conditions: The system automatically updates the filter conditions of the report based on the algorithm calculation results. For example, you can change the report's time range, product category, customer segmentation and other data filtering conditions to make the report more accurately reflect the current business status.

[0296] 3. Dynamically adjust the report flow path

[0297] The adaptive algorithm module automatically adjusts the flow path of reports according to the changes in the business processes of different units to ensure that the reports are delivered to the appropriate approval node in the shortest time. For example, when the business needs of a unit change, the system automatically adjusts the flow order of reports, giving priority to key reports to ensure that the reports are reviewed and approved in a timely manner.

[0298] Implementation steps:

[0299] Business process monitoring: The adaptive algorithm module monitors the business processes of each unit in real time, such as the approval speed of each unit, changes in business needs, etc. The system analyzes which process nodes may become bottlenecks or need to be processed faster based on historical data and current business status.

[0300] Flow path adjustment rules: When the system detects a delay in a process node or a change in business requirements, the system will dynamically adjust the flow path of the report. For example, if a unit's business process becomes more complex, the system will automatically add new approval nodes, or rearrange the flow order according to the urgency of business requirements.

[0301] Algorithm formula: The system calculates the flow order of reports through the priority scheduling algorithm. The formula is as follows:

[0302]

[0303] Among them, P next It is the next process node, U i is the urgency index of each node, T i is the processing time of the node. The system preferentially selects nodes with high urgency and short processing time as the target nodes for the next flow.

[0304] Flow path optimization: The adaptive algorithm module dynamically optimizes the report flow path based on the formula calculation results to ensure that the report is first transferred to the most urgent approval node. For example, when the system detects that the approval time of a key report is too long and the report is crucial to the company's decision-making, the system will first transfer the report to the approver with higher authority.

[0305] 4. Business demand prediction and response

[0306] The adaptive algorithm module predicts the future report requirements of each unit based on historical data and current business changes, and makes corresponding adjustments in advance. For example, the system predicts a surge or decline in business volume in certain time periods, and adjusts the report generation frequency and circulation path in advance to cope with upcoming business changes.

[0307] Implementation steps:

[0308] Historical data analysis and modeling: The system conducts time series analysis on the historical business data of each unit and establishes a business volume forecasting model. The model predicts the business needs of each unit in the future based on the cyclical changes, trends and abnormal situations of historical business.

[0309] Adjustment of forecast results: Based on the forecast results, the system automatically adjusts the report generation frequency, data filtering conditions, and circulation path. For example, if the system predicts that a unit will enter a peak business period in the next few weeks, the system will increase the report generation frequency of the unit in advance and optimize the circulation path to ensure that the report is submitted and reviewed quickly.

[0310] Automatic response mechanism: The adaptive algorithm module automatically responds to changes in business needs based on the prediction results, adjusts system parameters, and dynamically adapts report configuration and flow paths to upcoming business changes.

[0311] The adaptive algorithm module 106 realizes the rapid response of the system to business changes by dynamically adjusting the report generation frequency, data screening conditions and circulation paths. This module enables the report to flexibly adapt to different business scenarios by real-time monitoring and predicting business needs, ensuring that the enterprise management obtains the latest business data in a timely manner and makes efficient decisions.

[0312] The above description is only a preferred embodiment of the present invention, so all equivalent changes or modifications made according to the structure, characteristics and principles described in the scope of the patent application of the present invention are included in the scope of the patent application of the present invention.

Claims

1. A system for online management of comprehensive plan reports, characterized by: The system for online management of comprehensive plan reports includes: a process node configuration module, a report configuration module, a report configuration module for each unit, an online automatic flow module for reports, an online management module for reports, and an adaptive algorithm module; The process node configuration module is used to configure the organizational hierarchy and department settings, supports custom configuration of the organization, and automates the process flow; Report configuration module, including: Data source registration unit, used to register report data source; A report template creation unit, used to create report templates according to business requirements; The template data table binding unit is used to bind the report template fields with the data source fields; Report summary logic custom configuration unit, used to customize report summary logic; Report filter condition configuration unit, used to filter report data according to multiple conditions; Report checking logic configuration unit, used to automatically check the accuracy and consistency of report data; The report configuration module for each unit is used to customize the report content that each unit should report; The report online automatic circulation module is used to realize the automatic circulation of reports and synchronous update of data; Online report management module, used to monitor report circulation progress and report quality; The adaptive algorithm module is combined with the process node configuration module and the report online automatic circulation module to automatically adjust the report configuration and circulation node settings according to the business volume, time nodes and actual business process changes of different units; and predict the business needs of the units, and dynamically adjust the report generation frequency, data screening conditions and circulation paths.

2. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The process node configuration module includes: The organizational hierarchy and department setting unit is used to configure different hierarchies and departments according to the actual business needs of the organization. Through the hierarchical interface provided by the system, users can select, add, delete or modify the organizational hierarchy and departments; The custom configuration unit is used to support users to select or manually input the required process nodes and related parameters through the system's front-end interface. Users can configure the execution order and parallel relationship of multiple nodes according to the complexity of the business process; Automatic judgment and transfer unit: Based on the rule-based automatic judgment algorithm, the system automatically judges the flow path of the report according to the preset conditional rules. When the node completes the operation, the report will be automatically transferred to the next node. Real-time adjustment unit, used to update process node configuration in real time by adjusting node parameters when organizational structure or business process changes; Flexible dynamic management unit supports users to dynamically add or delete process nodes according to business needs, allows multiple approval nodes to receive and process report data at the same time, and supports execution order management of sequential nodes and parallel nodes.

3. A system for online management of comprehensive plan reports as claimed in claim 2, characterized in that: The automatic judgment algorithm formula is as follows: in: P next Indicates the next process node; P approval Indicates entering the approval node; P revision Indicates entering the report revision node; P escalate Indicates that the report flows to the upgrade node; R time Indicates the completion time of the current time node; T deadline Indicates the time requirement of the current process node; R auth Indicates the authority level of the approver of the current process node; L required Indicates the minimum authority requirement for the approver at the current process node; S report Indicates the report status.

4. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The data source registration unit of the report configuration module is used to register an external database or an internal data table into the system, and by inputting or selecting relevant information of the data source, the system automatically establishes a connection with the data source and extracts data from the data source for report generation; The report template creation unit of the report configuration module is used to customize the creation of report templates according to the needs of different business scenarios, including the settings of report title, column title, data display area, and supports the selection of different report styles; The template data table binding unit of the report configuration module is used to bind the fields in the report template with the specific data table fields in the registered data source to ensure that the required data is automatically extracted from the data source when the report is generated; The report summary logic customization configuration unit of the report configuration module is used to customize the report summary logic according to the user's business needs, support data aggregation by department, time period, and business type, and automatically generate summary results; The report filter condition configuration unit of the report configuration module is used for the user to set multiple filter conditions to filter the data in the report, and supports data filtering by year, unit, and business indicator; The report checking logic configuration unit of the report configuration module is used to automatically check the generated report data according to preset checking rules.

5. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The report configuration modules for each unit include: The custom report configuration unit is used to customize the report configuration content according to the business needs of different units. Users select the unit through the system interface, define the report type, and further configure the report field content and submission cycle; The report submission process configuration unit is used to configure the submission process of each unit's report. Users can specify the person responsible for submission, approval process and submission deadline for each unit; Timing reminder unit, used to send reminder notifications to relevant responsible persons according to the report submission deadline; Data tracking and logging unit, used to monitor the report submission process, record submission status and key operation logs; The data accuracy assurance unit is used to automatically check the integrity and accuracy of data before submitting a report. The system prevents submission of reports with data that does not meet the requirements based on preset inspection rules and provides feedback on correction suggestions.

6. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The report online automatic circulation module includes: The automatic transfer unit of the process node is used to transfer the report from the submitting unit to the superior review department step by step according to the preset process rules, and automatically judge the completion status of the current process node through node status detection, and transfer the report to the next node; The rule triggering and operation execution unit is used to trigger corresponding operations according to the set rules in the business process. The system automatically executes the preset operation after a certain node is completed; A collaborative working unit with the adaptive algorithm module, used to dynamically adjust the report flow path and operation rules according to the unit's business volume, time nodes and report complexity; The report circulation status tracking and feedback unit is used to track the status of report circulation in real time, record the operation time, operator and processing results of each node, and notify the relevant responsible persons of the report circulation status through the feedback mechanism.

7. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The report online management module includes: The report circulation progress monitoring unit is used to monitor the circulation progress of each unit's reports in real time, and provides a visual progress display interface to display the current status of the report, process nodes, and completed and pending nodes. The system records the node operation time and responsible person in real time, and issues a reminder notification when the node exceeds the set processing time; The report data quality review unit is used to automatically check the data quality of submitted reports, perform data sum verification, data range check, format check and data consistency check based on preset check rules, and remind the responsible person to make corrections through email, system notification or SMS when the data does not meet the standards; The resubmission process unit is used to generate a problem report when the system detects problems with report data, record the data items that do not meet the standards, and allow the responsible person to revise the report and resubmit it; Comprehensive report generation unit, used to automatically generate comprehensive reports based on submitted report data, support data aggregation by department, time period, business type, and perform multi-dimensional analysis, and provide report export and visualization functions; The overall progress and data quality monitoring unit is used to display the overall progress and data quality overview of report submission by each unit. The system generates report submission progress chart and data quality monitoring chart.

8. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The adaptive algorithm module comprises: Dynamically adjust the report generation frequency unit, which is used to dynamically adjust the report generation frequency according to the changes in the business volume of each unit, and adjust the report generation frequency by monitoring the business volume and based on historical data and set business rules; Dynamically adjust report data screening condition unit, which is used to automatically adjust report screening conditions according to the business needs and process changes of different units, predict key business indicators and adjust report screening conditions through historical data analysis and regression algorithms; Dynamically adjust the report flow path unit, which is used to automatically adjust the report flow path according to the changes in the unit's business processes, give priority to key reports, and optimize the report flow order through the priority scheduling algorithm; The business demand forecasting and response unit is used to predict future report requirements and make adjustments in advance based on historical data and business changes, automatically respond to changes in business requirements, and adjust the report generation frequency, screening conditions, and flow path.

9. A system for online management of comprehensive plan reports as claimed in claim 8, characterized in that: The dynamic adjustment report generation frequency unit dynamically calculates the report generation frequency using the following formula: Among them, F new The frequency of generating new reports, F base is the frequency of generating the benchmark report, ΔV represents the increment of business volume, V threshold is the threshold of business volume change.

10. A system for online management of comprehensive plan reports as claimed in claim 8, characterized in that: The dynamic adjustment report data screening condition unit adjusts the screening condition based on the following regression analysis formula: Among them, S new For new data filtering conditions, S base is the basic screening condition, α is the adjustment coefficient, D current and D previous They are key business indicators for current and historical data respectively.

11. A system for online management of comprehensive plan reports as claimed in claim 1, characterized in that: The dynamic report flow path adjustment unit calculates the flow path of the report through the following priority scheduling algorithm: Among them, P next is the next process node, U i is the urgency index of each node, T i The processing time of the node.

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