Delaration data management method, system and equipment for equity investment

Abstract

The invention provides a declaration data management method, system and device for equity investment, and belongs to the technical field of computers. The method comprises the following steps: a first device obtains enterprise declaration information filled in a front-end interface by a user; wherein the front-end interface at least comprises an enterprise form field and a to-be-filled enterprise declaration information area corresponding to the declaration file; determining one or more subsidy recommendation categories corresponding to the enterprise declaration information based on a preset matching model, and displaying the subsidy recommendation categories on a front-end interface; and based on the subsidy category selected by the user and the enterprise declaration information, generating declaration submission data and creating a corresponding data index, so that the second equipment audits the corresponding declaration submission data according to the data index, and sends the declaration submission data passing the auditing to the third equipment, the third equipment is used for auditing the declaration submission data of the plurality of second equipment at the lower level of the third equipment; and displaying the auditing progress of the second equipment and / or the third equipment on a front-end interface.

Description

Technical Field

[0001] The present application relates to the field of computer technology, and in particular to a method, system and device for managing declaration data for equity investment. Background Art

[0002] With the vigorous development of the market economy, competition among enterprises has become increasingly fierce. Equity investment, as an effective way of capital operation, has gradually become a key strategy for many enterprises to seek new growth points and expand their business scope. However, traditional equity investment management methods face a series of challenges. When enterprises submit equity investment applications, they often need to complete them through cumbersome manual operations and paper documents, which is not only time-consuming and labor-intensive, but also very likely to cause information lags and errors. At the same time, when reviewing and managing these application materials, financial management institutions also face the difficulties of handling large amounts of documents, scattered data, and difficulty in efficient retrieval and analysis.

[0003] In addition, when reviewing these application materials, financial management institutions need to quickly identify and process a large amount of data to ensure the scientificity and accuracy of investment decisions. However, the traditional management method lacks effective data retrieval and analysis tools, resulting in low review efficiency and difficulty in comprehensively reviewing and planning the application projects. Based on the above situation, the current equity investment management method also brings a bad participation experience to users. Summary of the invention

[0004] To solve the above problems, the embodiments of the present application provide a method, system and device for managing declaration data for equity investment.

[0005] On the one hand, an embodiment of the present application provides a method for managing declaration data for equity investment, the method comprising:

[0006] The first device obtains the enterprise declaration information filled in by the user on the front-end interface; wherein the front-end interface is developed by Vue.js and includes at least the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document;

[0007] Based on a preset matching model, determine one or more subsidy recommendation categories corresponding to the enterprise's application information, and display them on the front-end interface;

[0008] Based on the subsidy category selected by the user and the enterprise declaration information, the declaration submission data is generated and a corresponding data index is created, so that the second device can review the corresponding declaration submission data according to the data index, and send the approved declaration submission data to the third device, so that the third device can review the declaration submission data of each of the plurality of second devices under it;

[0009] The review progress of the second device and / or the third device is displayed on the front-end interface.

[0010] In one implementation of the present application, the first device obtains the enterprise declaration information filled in by the user on the front-end interface, specifically including:

[0011] If it is determined that the user has a historical reporting record, determine the validity period of the historical reporting documents in the historical reporting record;

[0012] Determine whether the historical reporting record is a valid reporting record according to the validity period, the current time and the historical reporting time of the historical reporting record;

[0013] If so, the historical reporting records are used as the enterprise declaration information; wherein the enterprise form fields in the enterprise declaration information include at least: enterprise name, contact number, bank account number and enterprise type, and the declaration documents include at least an electronic copy of the business license and an annual audit report.

[0014] In one implementation of the present application, based on a preset matching model, one or more subsidy recommendation categories corresponding to the enterprise application information are determined, specifically including:

[0015] Determine one or more corresponding subsidy policy data according to the reporting area corresponding to the enterprise reporting information;

[0016] Input the enterprise application information and the subsidy policy data into the preset matching model respectively to extract corresponding enterprise characteristic data and policy characteristic data; wherein the enterprise characteristic data includes at least one or more of the following: industry type, scale, region, investment amount; the policy characteristic data includes at least subsidy category, applicable industry, and investment threshold;

[0017] Encoding the enterprise characteristic data into a first vector, encoding the policy characteristic data into a second vector, and calculating the cosine similarity between the first vector and the second vector as the subsidy matching degree;

[0018] The subsidy category corresponding to the subsidy matching degree greater than a preset matching degree threshold is used as the subsidy recommendation category.

[0019] In one implementation of the present application, the method further includes:

[0020] After receiving the financial data uploaded by the user, determining the indicator risk values ​​corresponding to the plurality of financial indicators respectively; the indicator risk values ​​correspond to the equity investment objects selected by the user;

[0021] Calculate a corresponding first risk value according to each of the indicator risk values, the preset indicator weight corresponding to each of the financial indicators, and the number of the financial indicators;

[0022] Calculate a corresponding second risk value based on the risk value of the external influencing factors marked by the expert system on the equity investment object, the preset factor weights and the number of external influencing factors;

[0023] Calculate the first product value of the first risk value and the first weight, and calculate the second product value of the second risk value and the second weight, and use the sum of the first product value and the second product value as the investment declaration risk value of the corresponding equity investment object, so as to display the investment declaration risk value on the front-end interface.

[0024] In one implementation of the present application, the method further includes:

[0025] The data index is established through Elasticsearch so that the first device, the second device and / or the second device can search for the corresponding declaration submission data.

[0026] In one implementation of the present application, the method further includes:

[0027] After receiving the declaration and submission data from the plurality of second devices at the lower level, the third device compares the declaration and submission data corresponding to the preset areas respectively; wherein one preset area corresponds to at least one lower level second device;

[0028] When the comparison result does not meet the preset conditions, the third device generates subsidy policy correction prompt information and sends it to the display interface of the third device.

[0029] In one implementation of the present application, the method further includes:

[0030] The second device and / or the third device responds to the review feedback information from the corresponding user, matches the modification suggestion text corresponding to the review feedback information, and sends the modification suggestion text to the first device so that the user can modify the enterprise declaration information.

[0031] In one implementation of the present application, after displaying the review progress of the second device and / or the third device on the front-end interface, the method further includes:

[0032] The cumulative audit time of the audit progress at each audit node;

[0033] When the audit duration is greater than the audit duration threshold of the corresponding audit node, an audit prompt message is generated to send the audit prompt message to the second device or the third device.

[0034] On the other hand, the embodiment of the present application also provides a declaration data management system for equity investment, the system comprising:

[0035] An acquisition module, used for the first device to acquire the enterprise declaration information filled in by the user on the front-end interface; wherein the front-end interface is developed by Vue.js and at least includes the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document;

[0036] A determination and display module, used to determine one or more subsidy recommendation categories corresponding to the enterprise application information based on a preset matching model, and display them on the front-end interface;

[0037] A generating module, configured to generate the application submission data and create a corresponding data index based on the subsidy category selected by the user and the application information of the enterprise, so that the second device can review the corresponding application submission data according to the data index, and send the application submission data that has passed the review to the third device, so that the third device can review the application submission data of each of the plurality of second devices under it;

[0038] A display module is used to display the review progress of the second device and / or the third device on the front-end interface.

[0039] On the other hand, the embodiment of the present application further provides a declaration data management device for equity investment, the device comprising:

[0040] At least one processor; and a memory communicatively connected to the at least one processor; wherein the memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute a declaration data management method for equity investment as described above.

[0041] Compared with the prior art, the present invention has the following significant effects:

[0042] Through the above technical solution, this application uses the front-end interface developed by Vue.js to realize the convenient entry and modification of declaration information, avoiding information lag and errors. The preset matching model intelligently recommends subsidy categories based on the declaration information, improves the pertinence and success rate of the declaration, and reduces the workload of the review. At the same time, this application also generates declaration data and creates indexes, which can achieve efficient retrieval, support preliminary and comprehensive review, and improve review efficiency. The front-end interface displays the review progress in real time, enhances information transparency, improves user experience, and promotes a fair and just equity investment management environment. It effectively improves the efficiency of equity investment management methods and user participation experience. BRIEF DESCRIPTION OF THE DRAWINGS

[0043] The drawings described herein are used to provide a further understanding of the present application and constitute a part of the present application. The illustrative embodiments of the present application and their descriptions are used to explain the present application and do not constitute an improper limitation on the present application. In the drawings:

[0044] Figure 1 A flowchart of a method for managing declaration data for equity investment in an embodiment of the present application;

[0045] Figure 2 This is a schematic diagram of the architecture of a system corresponding to a method for managing declaration data for equity investment in an embodiment of the present application;

[0046] Figure 3 This is a structural diagram of a declaration data management system for equity investment in an embodiment of the present application;

[0047] Figure 4 This is a structural diagram of a declaration data management device for equity investment in an embodiment of the present application. DETAILED DESCRIPTION

[0048] In order to make the purpose, technical solution and advantages of the present application clearer, the technical solution of the present application will be clearly and completely described below in combination with the specific embodiments of the present application and the corresponding drawings. Obviously, the described embodiments are only part of the embodiments of the present application, not all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of the present application.

[0049] The embodiments of the present application provide a method, system and device for managing declaration data for equity investment, which are used to solve the technical problem that the current equity investment management method is inefficient and brings a bad participation experience to users.

[0050] The following describes in detail various embodiments of the present application in conjunction with the accompanying drawings.

[0051] The present application embodiment provides a method for managing declaration data for equity investment, such as Figure 1 As shown, the method may include steps S101-S104:

[0052] S101, the first device obtains the enterprise declaration information filled in by the user on the front-end interface. The front-end interface is developed by Vue.js and includes at least the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document.

[0053] It should be noted that the first device, as the executor of the declaration data management method for equity investment, can be a server running the enterprise equity investment management system or a server cluster, and this application does not make specific restrictions on this. The user's front-end interface can be understood as the user interface on the user terminal of the enterprise user, such as a mobile phone, computer, etc., and this application does not make specific restrictions on the specific type of the user terminal.

[0054] The enterprise equity investment management system of this application can be developed in Java language to complete the main business logic of the system, such as the reception and processing of enterprise declaration data, user authority management, and automated processing of the review process. By using the Spring Boot framework, the system realizes modular, highly scalable and high-performance design. This lightweight architecture can not only respond to user needs quickly, but also greatly shorten the development cycle. The Spring Security module is used to implement user authentication and authority control to ensure that the operations of the enterprise and management sides meet security requirements. At the same time, the system uses multi-threaded concurrency technology to ensure that it can still run stably under high concurrent requests and meet the needs of large-scale users to access at the same time. At the same time, in order to improve the response speed of the system, Redis is used for cache management. Redis is a high-performance key-value database based on memory, which can significantly reduce the number of direct accesses to the database by the system and speed up the reading of data. For example, when enterprise users frequently query the declaration progress or management staff view the enterprise declaration data in batches, Redis can cache these high-frequency access data into memory to achieve a second-level response. In addition, Redis is also used for session management and task queue processing. For example, when the system is processing a large number of concurrent submissions, the Redis queue feature can be used to queue tasks to avoid system crashes caused by instantaneous traffic surges. At the same time, Redis's high availability feature also provides a guarantee for the stable operation of the system.

[0055] Elasticsearch is a powerful open source search engine that is used for full-text retrieval and data processing in the system. In this system, Elastic mainly serves the following functions:

[0056] Full-text search function: By indexing the enterprise's declared data, Elastic supports enterprise users and management staff to quickly find target data. For example, enterprises can search for declared content by keywords, while the management can quickly locate pending projects by screening conditions. Complex query support: Elastic allows users to use complex query statements, supporting functions such as multi-field matching, fuzzy search and sorting. This provides great convenience for management staff when processing large amounts of data. Data analysis and report generation: Using Elastic's built-in aggregation function, the system can group, count and analyze data in real time. For example, the city's financial end can quickly generate a declaration statistical report for a certain district or county, and understand the number of declared projects in each district or county and their industry distribution in real time.

[0057] Apache Spark is an open source big data processing engine. Due to its powerful computing power and efficient distributed processing capabilities, it was introduced into the system to meet the real-time statistics and analysis needs of large-scale data. The main application scenarios of Spark include:

[0058] Real-time data analysis: On the management side, Spark is used to conduct real-time analysis of enterprise application data. For example, county and district financial staff can quickly obtain the latest enterprise application dynamics and approval progress, while the municipal financial side can decide on funding allocation strategies based on Spark's calculation results.

[0059] Complex data processing: For tasks that require multi-dimensional analysis (such as cross-year data comparison, investment distribution analysis in different industries, etc.), Spark can use its in-memory computing capabilities to quickly complete large-scale data operations and ensure the accuracy and timeliness of the analysis results.

[0060] Cross-system data integration: The system can connect data with other government information systems (such as industrial and commercial systems and tax systems) through Spark to achieve more comprehensive data integration and analysis. For example, the management side can combine industrial and commercial registration information to screen out high-growth enterprises and give priority to their equity investment projects.

[0061] Through the joint use of Java, Redis, Elastic and Spark, the system not only achieves efficient business logic processing and data management, but also excels in performance, reliability and scalability. The following are the main comprehensive advantages:

[0062] Efficiency: Redis's cache mechanism and Elastic's search function greatly improve the query speed, allowing enterprises and management users to quickly obtain the required information. Real-time: Spark ensures real-time updates of data statistics and analysis results through its streaming processing capabilities, supporting management departments to respond quickly. Scalability: Using a distributed architecture design, the system can be flexibly expanded to cope with growing user needs and data volume. Security: Through Java's security module and Redis's session protection mechanism, the system implements multi-layer encryption and permission isolation for data access, ensuring the security of enterprise and government data.

[0063] In the embodiment of the present application, the first device obtains the enterprise declaration information filled in by the user on the front-end interface, specifically including:

[0064] When it is determined that the user has a historical reporting record, determine the validity period of the historical reporting documents in the historical reporting record. Determine whether the historical reporting record is a valid reporting record based on the validity period, the current time, and the historical reporting time of the historical reporting record. When it is determined that the historical reporting record is a valid reporting record, use the historical reporting record as the enterprise reporting information. Among them, the enterprise form fields in the enterprise reporting information include at least: enterprise name, contact number, bank account number and enterprise type, and the reporting documents include at least an electronic copy of the business license and an annual audit report. When it is determined that the user does not have a historical reporting record, obtain the enterprise reporting information filled in by the user. If the historical reporting record is not a valid reporting record, the reporting permission will also be provided to the user to obtain the enterprise reporting information filled in by the user.

[0065] That is to say, the first device can query the user account that fills in the enterprise declaration information to see whether there is a historical reporting record in the system. If there is a historical reporting record, the historical reporting record will be retrieved and the validity of the historical reporting record will be verified. Among them, the first device can pre-store rules for verifying the validity of historical reporting records. Specifically, the validity verification can be performed based on the effective time limit, the current time, and the historical reporting record of the historical reporting record. Specifically, the first device can calculate the time interval between the historical reporting time and the current time, and compare the time interval with the effective time limit. If the time interval exceeds the effective time limit, the historical reporting record is not a valid reporting record, otherwise it is a valid reporting record.

[0066] When the historical reporting record is used as the enterprise reporting information, the first device will automatically fill in the enterprise form fields and call the reporting file in the historical reporting record to generate the enterprise reporting information. At the same time, the first device will display the automatically filled and generated enterprise reporting information on the user's front-end interface, and the user can further adjust the enterprise reporting information by himself or directly submit the enterprise reporting information. This application does not make specific restrictions on this.

[0067] The enterprise declaration information can also include: institution name, contact number, bank account number, type, application items and other basic information. Equity investment management institution business license copy, China Securities Association registration materials, previous year's audit report, actual fund management scale supporting materials and other documents. The above data can be collected, stored, indexed, processed and analyzed, and finally landed in the MySQL database, providing efficient retrieval and analysis functions.

[0068] This application includes the following technical architecture: Front-end: Vue.js is used for data reporting and display. Back-end: Spring Boot back-end application programming interface (Application Programming Interface, API) is used to receive and process data. Search engine: Elasticsearch is used for efficient retrieval. Data processing: Apache Spark is used for data cleaning, analysis and statistics. Database: MySQL is used for persistent storage. The architecture diagram is as follows Figure 2 As shown, it includes the following functions: Vue.js front-end page filling in information; Spring Boot back-end API receiving and processing data; Mysql database storing data; Logstash synchronization, that is, Logstash synchronizes data in MySQL to Elasticsearch; Elasticsearch data retrieval; data processing and analysis through ApacheSpark; data visualization; data security and permission management.

[0069] Specifically, Vue.js is used to develop the filling page, which contains form fields and file upload components. The form fields include: institution name, contact number, bank account number, type, application items, etc. The file upload component is used to upload a copy of the business license, registration materials of the China Securities Association, audit reports, and supporting materials for the fund management scale.

[0070] Use Axios to submit form data and files to the Spring Boot backend API. Files are uploaded via MultipartFile, stored in the server's file system, and the file path is recorded.

[0071] Spring Boot receives JSON data and files submitted by the front end. Verifies the data (contact phone format, bank account validity, etc.). Stores the file in a specified directory and generates a unique file ID. Stores the organization information and file path in a MySQL database.

[0072] Use Logstash to synchronize data in MySQL to Elasticsearch. Create an index institution_info in Elasticsearch and define a mapping. Integrate the Elasticsearch search function in the front-end page to support the following queries: fuzzy search by institution name, filter by institution type, and search by application keyword. Use Spark to read data from MySQL and perform the following cleaning operations: (1) Remove duplicate data. (2) Complete missing fields (such as filling in default values ​​when the contact number is empty). (3) Format data (unify bank account format, etc.). Use Spark to perform the following analysis: (1) Count the number of institutions of each type. (2) Analyze the distribution of application items. (3) Calculate the completeness of the uploaded file (count the number of institutions with missing audit reports). Store the analysis results in MySQL, including result id, analysis type, analysis result, and creation time.

[0073] Data security and permission management: (1) Encrypt sensitive fields (such as bank account numbers) for storage. (2) Use HTTPS to encrypt data transmission. Role-based access control (RBAC): Administrators: can view all data and files. Institutional users: can only view and operate their own data and files. Use Spring Security to implement permission management.

[0074] S102, the first device determines one or more subsidy recommendation categories corresponding to the enterprise's declared information based on a preset matching model, and displays them on a front-end interface.

[0075] In the process of equity investment, there are related subsidies for equity investment. Currently, it is necessary to manually search for relevant materials on the website of the local government department to improve the efficiency of the equity investment process. In the embodiment of this application, based on the preset matching model, one or more subsidy recommendation categories corresponding to the enterprise's application information are determined, specifically including:

[0076] According to the declaration area corresponding to the enterprise declaration information, determine the corresponding one or more subsidy policy data. The enterprise declaration information and subsidy policy data are respectively input into the preset matching model to extract the corresponding enterprise characteristic data and policy characteristic data. Among them, the enterprise characteristic data includes at least one or more of the following: industry type, scale, region, investment amount. The policy characteristic data at least includes subsidy category, applicable industry, and investment threshold. The enterprise characteristic data is encoded into a first vector, the policy characteristic data is encoded into a second vector, and the cosine similarity between the first vector and the second vector is calculated as the subsidy matching degree. The subsidy category corresponding to the subsidy matching degree greater than the preset matching degree threshold is used as the subsidy recommendation category.

[0077] In other words, the first device can extract the declaration area of ​​the enterprise's declaration information for equity investment. For example, if enterprise A wants to make an equity investment in an enterprise in county B, the first device will obtain the subsidy policy data disclosed by county B. The subsidy policy data can be obtained in real time through a crawler tool or stored in advance. This application does not make specific restrictions on this. This application can calculate the similarity between the enterprise's declaration information and the subsidy policy data through a preset matching model. Specifically, the enterprise feature data and policy feature data are extracted, and the first vector and the second vector are constructed. The formula is as follows:

[0078]

[0079] Among them, cosB is the cosine similarity; Q is the first vector; Z is the second vector.

[0080] When the calculated subsidy matching degree is greater than the preset matching degree threshold, the first device will obtain the subsidy category according to the second vector corresponding to the subsidy matching degree, and determine the subsidy type as the subsidy recommendation category. If the calculated subsidy matching degree does not have a subsidy category greater than the preset matching degree threshold, the subsidy categories with the larger predetermined number of the calculated subsidy matching degrees will be used as the subsidy recommendation category. The preset matching degree threshold and the predetermined number can be set by the user according to actual usage, and this application does not make specific restrictions on this.

[0081] S103, the first device generates the declaration submission data and creates the corresponding data index based on the subsidy category selected by the user and the enterprise declaration information, so that the second device can review the corresponding declaration submission data according to the data index, and send the approved declaration submission data to the third device, so that the third device can review the declaration submission data from multiple second devices under it.

[0082] In other words, the user can select one or more subsidy categories from the recommended subsidy categories displayed through the front-end interface, and the first device constructs the application submission data according to the subsidy category selected by the user and the enterprise application information, wherein the first device can store the subsidy category and the enterprise application information in the MySQL database to obtain the application submission data. The data index is established through Elasticsearch so that the first device, the second device and / or the second device can search for the corresponding application submission data.

[0083] Among them, the second device is equivalent to the district and county financial terminal, which is used to manage the equity investment objects in the district and county corresponding to the enterprise declaration information, and is responsible for the preliminary review of the enterprise declaration information. The staff can view the declaration content and approval information submitted by the enterprise through the second device. The second device also provides an automatic verification function, which can help auditors quickly identify errors or omissions in the declaration and ensure the accuracy of the enterprise declaration content. The third device is equivalent to the superior device of the second device, such as the municipal financial terminal. A municipal financial terminal can review the enterprise declaration information of multiple district and county financial terminals.

[0084] In addition, the municipal financial end can provide information aggregation and in-depth analysis functions. By comparing the application status of different districts and counties, the municipal financial end can conduct a more comprehensive review and planning. These analysis results will help the municipal government to adjust policies, optimize capital allocation, and promote the economic development of the entire city. The development and application of the above-mentioned equity investment management system not only improves the application efficiency of enterprises, but also strengthens the government's management capabilities of investment projects. For enterprises, the systematic management platform reduces uncertainty in the application process and reduces time and labor costs. For the government, the system improves approval efficiency, increases the scientificity and accuracy of government decision-making, and thus better serves the development of the local economy.

[0085] S104, the first device displays the review progress of the second device and / or the third device on the front-end interface.

[0086] That is, during the review process, the second device can transmit the review progress back to the first device in real time, and the third device can also transmit the review progress back to the first device in real time. The first device can display the review progress to the user for the user to view.

[0087] In one embodiment of the present application, since users cannot simply predict the risk of equity investment by themselves, the present application provides the following embodiments:

[0088] After receiving the financial data uploaded by the user, determine the indicator risk values ​​corresponding to the multiple financial indicators. The indicator risk value corresponds to the equity investment object selected by the user. According to the risk value of each indicator, the preset indicator weight corresponding to each financial indicator and the number of financial indicators, calculate the corresponding first risk value. According to the risk value of the external influencing factor marked by the expert system for the equity investment object, the preset factor weight and the number of external influencing factors, calculate the corresponding second risk value. Calculate the first product value of the first risk value and the first weight, and calculate the second product value of the second risk value and the second weight, and use the sum of the first product value and the second product value as the investment declaration risk value of the corresponding equity investment object, so as to display the investment declaration risk value on the front-end interface.

[0089] In other words, users can upload the public financial data of equity investment objects, such as XX company, and the first device can parse the financial data and extract multiple financial indicators from the financial data, such as the solvency index, which can be obtained by using a preset evaluation formula based on working capital, current ratio, quick ratio, cash ratio, debt-to-asset ratio, property ratio, equity multiplier, etc., as a solvency index. The preset evaluation formula is as follows: 1 ·A+a 2 ·B+a 3 ·C+a 4 ·D+a 5 ·E+a 6 ·F+a 7 G, ω is the debt-paying ability indicator, A, B, C, D, E, F, G are working capital, current ratio, quick ratio, cash ratio, debt-to-asset ratio, property ratio, equity multiplier, respectively, a 1 、a 2 、a 3 、a 4 、a 5 、a 6 、a 7 They are respectively the preset weight coefficients of working capital, current ratio, quick ratio, cash ratio, debt-to-asset ratio, property ratio, and equity multiplier. The preset weight coefficients can be pre-set based on expert experience and are not specifically limited here. In addition to the debt-paying ability indicator, it can also include operating ability indicators, profitability indicators, etc. The operating ability indicator can be obtained by calculating the product and value of the deposit turnover rate, current asset turnover rate, total asset turnover rate and the weight coefficients corresponding to them. The profitability indicator can be obtained through parameters such as gross profit margin and net profit margin. This application can also add other types of financial indicators, which can be set by the user according to the actual usage scenario, and this application does not make specific limitations on this.

[0090] After obtaining the indicator value of the above financial indicator, the difference between the indicator value and its corresponding preset average indicator value can be calculated, and the calculated difference is used as the indicator risk value r corresponding to the financial indicator. i , r i The first device may also pre-store a preset indicator weight w set by the user. i , the first risk value is calculated by the following formula:

[0091]

[0092] Among them, R 1 is the first risk value, and n is the number of financial indicators.

[0093] The first device may also store the risk value of external influencing factors marked by the expert system on the equity investment object.j , preset factor weight v j and the number of external influencing factors m, the second risk value R is calculated by the following formula 2 :

[0094]

[0095] Then, the first device passes R = α × R 1 +β×R 2 , the investment declaration risk value R is calculated, wherein α and β are the first weight and the second weight respectively, and α+β=1 is the weight value preset based on expert experience, which is not specifically limited in this application.

[0096] Subsequently, when the first terminal displays the equity investment object, it will also display the investment declaration risk value to the user, so that the user can select the equity investment object and generate the enterprise declaration information. Through the above investment declaration risk value calculation, the user can effectively avoid high-risk declaration and improve the declaration success rate.

[0097] In an embodiment of the present application, the method further includes:

[0098] After receiving the declaration and submission data from multiple second devices at its lower level, the third device will compare it with the declaration and submission data corresponding to each preset area. Among them, one preset area corresponds to at least one lower level second device. If the comparison result does not meet the preset conditions, the third device generates a subsidy policy revision prompt message and sends it to the display interface of the third device.

[0099] In other words, the third device can compare the declared data submitted between different second devices and calculate the degree of difference between the declared data submitted. For example, for the declared data submitted between two different counties, for the data of the intelligent transportation industry, the first county is significantly higher than the second county, and the amount of declared data submitted is greater than the predetermined data deviation value. If the comparison result does not meet the preset conditions, then a subsidy policy correction prompt message for the first county is generated, so that the user of the third device can correct the subsidy policy of the first county or the subsidy policy of the second county. The predetermined data deviation value can be set by the user of the third device, and this application does not make specific restrictions on this. Furthermore, the pertinence of the subsidy policy can be improved, making the subsidy policy more in line with the actual scenario.

[0100] In one embodiment of the present application, the method further includes:

[0101] The second device and / or the third device responds to the review feedback information from the corresponding user, matches the modification suggestion text corresponding to the review feedback information, and sends the modification suggestion text to the first device so that the user can modify the enterprise declaration information.

[0102] That is to say, the second device can obtain the audit feedback information of its user, and the corresponding user can be understood as the user of the second device. The second device can automatically match the modification suggestion text corresponding to the audit feedback information from the pre-set first suggestion text comparison table according to the audit feedback information. The first suggestion text comparison table can be pre-set by the corresponding user or by the system developer. This application does not make specific restrictions on this. The table stores the correspondence between different audit feedback information and different modification suggestion texts. For example, the audit feedback information is "the business license is unclear", and the modification suggestion text is "re-shoot and provide an electronic scan of the business license". If the third device conducts the audit, the corresponding user can be the user of the third device, and the third device can also store a second suggestion text comparison table, which stores the correspondence between different audit feedback information and different modification suggestion texts. The second device and / or the third device can send the modification suggestion text directly to the first device to remind the user to modify the enterprise declaration information.

[0103] In the embodiment of the present application, after displaying the review progress of the second device and / or the third device on the front-end interface, the method further includes:

[0104] The audit time of the cumulative audit progress at each audit node. When the audit time is greater than the audit time threshold of the corresponding audit node, an audit prompt message is generated to send the audit prompt message to the second device or the third device.

[0105] In other words, the first device can monitor the review time of the audit nodes corresponding to the submitted data at the review end (i.e., the second device and the third device), and each review node is set with the same or different review time thresholds. When the review time of the review node is greater than its corresponding review time threshold, the first device will generate a review prompt message and send it to the second device or the third device so that the submitted data can be reviewed in time.

[0106] Through the above technical solution, this application uses the front-end interface developed by Vue.js to realize the convenient entry and modification of declaration information, avoiding information lag and errors. The preset matching model intelligently recommends subsidy categories based on the declaration information, improves the pertinence and success rate of the declaration, and reduces the workload of the review. At the same time, this application also generates declaration data and creates indexes, which can achieve efficient retrieval, support preliminary and comprehensive review, and improve review efficiency. The front-end interface displays the review progress in real time, enhances information transparency, improves user experience, and promotes a fair and just equity investment management environment. It effectively improves the efficiency of equity investment management methods and user participation experience.

[0107] Figure 3 A structural diagram of a declaration data management system for equity investment provided in an embodiment of the present application, such as Figure 3As shown, the declaration data management system 300 for equity investment includes:

[0108] The acquisition module 301 is used for the first device to obtain the enterprise declaration information filled in by the user on the front-end interface. Among them, the front-end interface is developed by Vue.js, and at least includes the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document. The determination display module 302 is used to determine one or more subsidy recommendation categories corresponding to the enterprise declaration information based on the preset matching model, and display them on the front-end interface. The generation module 303 is used to generate the declaration submission data and create the corresponding data index based on the subsidy category and enterprise declaration information selected by the user, so that the second device can review the corresponding declaration submission data according to the data index, and send the approved declaration submission data to the third device, so that the third device can review the declaration submission data from multiple second devices under it. The display module 304 is used to display the review progress of the second device and / or the third device on the front-end interface.

[0109] Figure 4 A schematic diagram of a structure of a declaration data management device for equity investment provided in an embodiment of the present application, such as Figure 4 As shown, the device includes:

[0110] At least one processor; and a memory in communication with the at least one processor. The memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor to enable the at least one processor to execute:

[0111] The first device obtains the enterprise declaration information filled in by the user on the front-end interface. Among them, the front-end interface is developed by Vue.js, and at least includes the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document. Based on the preset matching model, one or more subsidy recommendation categories corresponding to the enterprise declaration information are determined and displayed on the front-end interface. Based on the subsidy category and enterprise declaration information selected by the user, the declaration submission data is generated and the corresponding data index is created, so that the second device can review the corresponding declaration submission data according to the data index, and send the approved declaration submission data to the third device, so that the third device can review the declaration submission data from multiple second devices under it. The review progress of the second device and / or the third device is displayed on the front-end interface.

[0112] Each embodiment in this application is described in a progressive manner, and the same or similar parts between the embodiments can be referred to each other, and each embodiment focuses on the differences from other embodiments. In particular, for the system and device embodiments, since they are basically similar to the method embodiments, the description is relatively simple, and the relevant parts can be referred to the partial description of the method embodiments.

[0113] The system and equipment provided in the embodiments of the present application correspond one-to-one to the method. Therefore, the system and equipment also have similar beneficial technical effects as the corresponding methods. Since the beneficial technical effects of the methods have been described in detail above, the beneficial technical effects of the system and equipment will not be repeated here.

[0114] It should also be noted that the terms "include", "comprises" or any other variations thereof are intended to cover non-exclusive inclusion, so that a process, method, commodity or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, commodity or device. In the absence of more restrictions, the elements defined by the sentence "comprises a ..." do not exclude the existence of other identical elements in the process, method, commodity or device including the elements.

[0115] The above is only an embodiment of the present application and is not intended to limit the present application. For those skilled in the art, the present application may have various changes and variations. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present application should be included in the scope of the claims of the present application.

Claims

1. A method for managing declaration data for equity investment, characterized in that: The method comprises: The first device obtains the enterprise declaration information filled in by the user on the front-end interface; wherein the front-end interface is developed by Vue.js and includes at least the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document; Based on a preset matching model, determine one or more subsidy recommendation categories corresponding to the enterprise's declared information, and display them on the front-end interface; Based on the subsidy category selected by the user and the enterprise declaration information, the declaration submission data is generated and a corresponding data index is created, so that the second device can review the corresponding declaration submission data according to the data index, and send the approved declaration submission data to the third device, so that the third device can review the declaration submission data of each of the plurality of second devices under it; The review progress of the second device and / or the third device is displayed on the front-end interface.

2. A method for managing declaration data for equity investment according to claim 1, characterized in that: The first device obtains the enterprise declaration information filled in by the user on the front-end interface, including: If it is determined that the user has a historical reporting record, determine the validity period of the historical reporting documents in the historical reporting record; Determine whether the historical reporting record is a valid reporting record according to the validity period, the current time and the historical reporting time of the historical reporting record; If so, the historical reporting records are used as the enterprise declaration information; wherein the enterprise form fields in the enterprise declaration information include at least: enterprise name, contact number, bank account number and enterprise type, and the declaration documents include at least an electronic copy of the business license and an annual audit report.

3. A method for managing declaration data for equity investment according to claim 1, characterized in that: Based on the preset matching model, one or more subsidy recommendation categories corresponding to the enterprise application information are determined, specifically including: Determine one or more corresponding subsidy policy data according to the reporting area corresponding to the enterprise reporting information; Input the enterprise application information and the subsidy policy data into the preset matching model respectively to extract corresponding enterprise characteristic data and policy characteristic data; wherein the enterprise characteristic data includes at least one or more of the following: industry type, scale, region, investment amount; the policy characteristic data includes at least subsidy category, applicable industry, and investment threshold; Encoding the enterprise characteristic data into a first vector, encoding the policy characteristic data into a second vector, and calculating the cosine similarity between the first vector and the second vector as the subsidy matching degree; The subsidy category corresponding to the subsidy matching degree greater than a preset matching degree threshold is used as the subsidy recommendation category.

4. A method for managing declaration data for equity investment according to claim 1, characterized in that: The method further comprises: After receiving the financial data uploaded by the user, determining the indicator risk values ​​corresponding to the plurality of financial indicators respectively; the indicator risk values ​​correspond to the equity investment objects selected by the user; Calculate a corresponding first risk value according to each of the indicator risk values, the preset indicator weight corresponding to each of the financial indicators, and the number of the financial indicators; Calculate a corresponding second risk value based on the risk value of the external influencing factors marked by the expert system on the equity investment object, the preset factor weights and the number of external influencing factors; Calculate the first product value of the first risk value and the first weight, and calculate the second product value of the second risk value and the second weight, and use the sum of the first product value and the second product value as the investment declaration risk value of the corresponding equity investment object, so as to display the investment declaration risk value on the front-end interface.

5. A method for managing declaration data for equity investment according to claim 1, characterized in that: The method further comprises: The data index is established through Elasticsearch so that the first device, the second device and / or the second device can search for the corresponding declaration submission data.

6. A method for managing declaration data for equity investment according to claim 1, characterized in that: The method further comprises: After receiving the declaration and submission data from the plurality of second devices at the lower level, the third device compares the declaration and submission data corresponding to the preset areas respectively; wherein one preset area corresponds to at least one lower level second device; When the comparison result does not meet the preset conditions, the third device generates subsidy policy correction prompt information and sends it to the display interface of the third device.

7. A method for managing declaration data for equity investment according to claim 1, characterized in that: The method further comprises: The second device and / or the third device responds to the review feedback information from the corresponding user, matches the modification suggestion text corresponding to the review feedback information, and sends the modification suggestion text to the first device so that the user can modify the enterprise declaration information.

8. A method for managing declaration data for equity investment according to claim 1, characterized in that: After displaying the review progress of the second device and / or the third device on the front-end interface, the method further includes: The cumulative audit time of the audit progress at each audit node; When the audit duration is greater than the audit duration threshold of the corresponding audit node, an audit prompt message is generated to send the audit prompt message to the second device or the third device.

9. A declaration data management system for equity investment, characterized in that: The system comprises: An acquisition module, used for the first device to acquire the enterprise declaration information filled in by the user on the front-end interface; wherein the front-end interface is developed by Vue.js and at least includes the enterprise form fields and the enterprise declaration information area to be filled in corresponding to the declaration document; A determination and display module, used to determine one or more subsidy recommendation categories corresponding to the enterprise application information based on a preset matching model, and display them on the front-end interface; A generating module, configured to generate the application submission data and create a corresponding data index based on the subsidy category selected by the user and the application information of the enterprise, so that the second device can review the corresponding application submission data according to the data index, and send the application submission data that has passed the review to the third device, so that the third device can review the application submission data of each of the plurality of second devices under it; A display module is used to display the review progress of the second device and / or the third device on the front-end interface.

10. A declaration data management device for equity investment, characterized in that: The device comprises: at least one processor; and, a memory communicatively connected to the at least one processor; wherein, The memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute a declaration data management method for equity investment as described in any one of claims 1-8 above.

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