Intelligent expense reimbursement method, device, equipment and program product

Abstract

The invention relates to the field of expense reimbursement, in particular to an intelligent expense reimbursement method, device and equipment and a program product. The method comprises the following steps: receiving a reimbursement request of a marketing system through an application program interface, and determining marketing scheme data; determining a first reimbursement expense type set corresponding to the marketing expense type set according to a preset corresponding relationship between the marketing expense type of the marketing system and the reimbursement expense type of the reimbursement system; according to predetermined organization structure information and authority configuration information of the marketing system, authority information of a login account of the marketing system is determined; and according to the first reimbursement fee type set and the authority information of the marketing system login account, determining a reimbursement fee type corresponding to the marketing scheme data, and according to the reimbursement fee type, generating a corresponding reimbursement flow list. According to the method, repeated input of data can be effectively reduced, the corresponding reimbursement cost type is automatically determined, the error probability of the cost type is reduced, and the reimbursement efficiency is improved.

Description

Technical Field

[0001] This application relates to the field of expense reimbursement, and particularly to an intelligent expense reimbursement method, device, equipment and program product. Background Art

[0002] The marketing system is a digital platform for the enterprise to manage the entire life cycle of marketing activities, mainly used for marketing plan planning (including plan design, budget preparation, activity scheduling), marketing resource scheduling (material preparation, channel placement), definition of expense types (such as special classifications like advertising expenses, promotion expenses, channel rebates, etc.), and tracking of execution effects (activity data collection, ROI (return on investment) analysis), etc. The reimbursement system is used for enterprise financial management, mainly for expense reimbursement process management, maintenance of standardized reimbursement classifications, etc.

[0003] Generally, the marketing system and the reimbursement system operate independently. When the operation personnel execute a marketing plan, if the marketing plan generates expenses, they need to log in to the reimbursement system separately and re-enter the data for reimbursement operations. The reimbursement process is rather troublesome, and the expense types are prone to errors. Summary of the Invention

[0004] In view of this, the embodiments of this application provide a method, device, equipment and program product to solve the problems in the prior art that when the operation personnel execute a marketing plan, the reimbursement process is rather troublesome and the expense types are prone to errors.

[0005] The first aspect of the embodiments of this application provides an intelligent expense reimbursement method. The method is applied to the reimbursement system and includes:

[0006] Receiving a reimbursement request from the marketing system through an application programming interface, and determining marketing plan data, where the marketing plan data includes a set of marketing expense types and a marketing system login account;

[0007] Determining a first set of reimbursement expense types corresponding to the set of marketing expense types according to the pre-set correspondence between the marketing expense types of the marketing system and the reimbursement expense types of the reimbursement system;

[0008] Determining the permission information of the marketing system login account according to the pre-determined organizational structure information and permission configuration information of the marketing system;

[0009] Determining the reimbursement expense types corresponding to the marketing plan data according to the first set of reimbursement expense types and the permission information of the marketing system login account, and generating a corresponding reimbursement process form according to the reimbursement expense types.

[0010] In combination with the first aspect, in the first possible implementation manner of the first aspect, determining the reimbursement expense type corresponding to the marketing plan data according to the first set of reimbursement expense types and the permission information of the marketing system login account includes:

[0011] Filter the first set of reimbursement expense types according to the permission information of the marketing system login account, obtain and push a second set of reimbursement expense types to the user;

[0012] Determine the reimbursement expense type corresponding to the marketing plan data according to the user's selection information in the second set of reimbursement expense types.

[0013] In combination with the first possible implementation manner of the first aspect, in the second possible implementation manner of the first aspect, filtering the first set of reimbursement expense types according to the permission information of the marketing system login account, obtaining and pushing a second set of reimbursement expense types to the user includes:

[0014] Determine the position information of the marketing system login account in the organizational structure;

[0015] Determine a third set of reimbursement expense types for which the marketing system login account has reimbursement permission according to the preset corresponding relationship between position information and permission information;

[0016] Filter the first set of reimbursement expense types according to the third set of reimbursement expense types, obtain and push a second set of reimbursement expense types to the user.

[0017] In combination with the first aspect, in the third possible implementation manner of the first aspect, generating a corresponding reimbursement process form according to the reimbursement expense type includes:

[0018] Obtain the reimbursement field information corresponding to the marketing plan data through an application programming interface, where the reimbursement field information includes a marketing plan number, a reimbursement amount, a responsible department, and a cost attribution period;

[0019] Map the determined reimbursement expense type and the obtained reimbursement field information to the reimbursement process form according to the preset mapping relationship between reimbursement field information, reimbursement expense type, and reimbursement process form, and obtain the reimbursement process form after mapping is completed.

[0020] In combination with the first aspect, in the fourth possible implementation manner of the first aspect, after generating a corresponding reimbursement process form according to the reimbursement expense type, the method further includes:

[0021] Generate a reimbursement process form number for the reimbursement process form;

[0022] Establish a corresponding relationship between the reimbursement process form number and the marketing plan number.

[0023] Combined with the fourth possible implementation manner of the first aspect, in the fifth possible implementation manner of the first aspect, after establishing the correspondence between the reimbursement process order number and the marketing plan number, the method further includes:

[0024] Obtain the reimbursement process form related to the marketing plan number in real time;

[0025] Determine the reimbursement expense and the expense attribution period of the reimbursement process form;

[0026] Determine the used expenses of the project according to the reimbursement expense and the expense attribution period of the reimbursement process form;

[0027] Determine and push the project expense usage progress to the marketing system according to the estimated expenses of the marketing project and the used expenses.

[0028] Combined with the first aspect, in the sixth possible implementation manner of the first aspect, determining the marketing plan data includes:

[0029] Obtain the text description information of the reimbursement expense;

[0030] Input the text description information into a pre-trained expense type estimation model, and calculate the marketing expense type set corresponding to the text description information of the reimbursement expense.

[0031] The second aspect of the embodiments of the present application provides an intelligent expense reimbursement device, which is applied to a reimbursement system. The device includes:

[0032] A reimbursement request receiving unit, configured to receive a reimbursement request from a marketing system through an application programming interface, and determine marketing plan data, where the marketing plan data includes a marketing expense type set and a marketing system login account;

[0033] A first reimbursement expense type set determining unit, configured to determine a first reimbursement expense type set corresponding to the marketing expense type set according to the correspondence between the marketing expense type of the pre-set marketing system and the reimbursement expense type of the reimbursement system;

[0034] A permission information determining unit, configured to determine the permission information of the marketing system login account according to the pre-determined organizational structure information and permission configuration information of the marketing system;

[0035] A reimbursement process form determining unit, configured to determine the reimbursement expense type corresponding to the marketing plan data according to the first reimbursement expense type set and the permission information of the marketing system login account, and generate a corresponding reimbursement process form according to the reimbursement expense type.

[0036] In the third aspect of the embodiments of the present application, an intelligent expense reimbursement device is provided, including a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, the intelligent expense reimbursement device implements the method according to any one of the first aspect.

[0037] In the fourth aspect of the embodiments of the present application, a computer program product is provided. When it runs on a computer, the computer is enabled to execute the method in the above first aspect or its various implementation manners.

[0038] In the fifth aspect of the embodiments of the present application, a computer-readable storage medium is provided. The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the steps of the method according to any one of the first aspect are implemented.

[0039] In the sixth aspect of the embodiments of the present application, a chip is provided for implementing the method in each of the implementation manners in the above first aspect. Specifically, the above chip includes: a processor for calling and running a computer program from a memory, so that a device installed with the above chip executes the method in the above first aspect or its various implementation manners.

[0040] The beneficial effects of the embodiments of the present application compared with the prior art are as follows: The embodiments of the present application receive a reimbursement request from a marketing system through an application programming interface, determine the marketing expense type and the marketing system login account in the marketing plan data, determine the first reimbursement expense type set corresponding to the marketing expense type set based on a preset corresponding relationship, determine the permission information based on the marketing system login account, determine the reimbursement expense type corresponding to the marketing plan data according to the first reimbursement expense type and the permission information of the marketing system login account, and generate a reimbursement process form based on the reimbursement expense type for reimbursement. This can effectively reduce the repeated entry of data, automatically determine the corresponding reimbursement expense type, reduce the probability of errors in expense types, and is beneficial to improving the reimbursement efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0041] In order to more clearly illustrate the technical solutions in the embodiments of the present application, the following will briefly introduce the drawings required for use in the embodiments or the description of the prior art. Obviously, the following drawings are only some embodiments of the present application. For those of ordinary skill in the art, other drawings can be obtained based on these drawings without creative efforts.

[0042] Figure 1 It is an interaction process schematic diagram of an intelligent expense reimbursement method provided by an embodiment of the present application;

[0043] Figure 2 It is an implementation process schematic diagram of an intelligent expense reimbursement method provided by an embodiment of the present application;

[0044] Figure 3 It is a schematic diagram of the implementation process for screening reimbursement expense types provided by an embodiment of the present application;

[0045] Figure 4 It is a schematic diagram of the implementation process for determining the usage progress of project expenses provided by an embodiment of the present application;

[0046] Figure 5 It is a schematic diagram of an intelligent expense reimbursement device provided by an embodiment of the present application;

[0047] Figure 6 It is a schematic diagram of an intelligent expense reimbursement device provided by an embodiment of the present application. Detailed implementation manners

[0048] In the following description, specific details such as specific system architectures and technologies are presented for the purpose of illustration rather than limitation, so as to thoroughly understand the embodiments of the present application. However, those skilled in the art should clearly understand that the present application can also be implemented in other embodiments without these specific details. In other cases, detailed descriptions of well-known systems, devices, circuits, and methods are omitted to avoid unnecessary details from interfering with the description of the present application.

[0049] To illustrate the technical solutions described in the present application, the following will be described through specific embodiments.

[0050] The marketing system is the core tool for the enterprise to manage the entire life cycle of marketing activities. It covers every link from the planning of marketing programs to the tracking of execution effects. In the program planning stage, the marketing system provides powerful tool sets for operators to carry out program design, budget preparation, and activity scheduling. This enables the enterprise to carefully plan every detail of marketing activities, ensuring the feasibility and effectiveness of the activities. For example, operators can use templates and tools in the system to quickly design attractive marketing activity programs, prepare budgets based on historical data and market trends, and reasonably allocate resources. At the same time, the system can also help determine the schedule of activities to ensure that all tasks are advanced on time.

[0051] The definition of expense types occupies an important position in the marketing system. The enterprise can, according to its own business needs, further divide marketing expenses into various special classifications such as advertising expenses, promotion expenses, and channel rebates. Such detailed classification helps the enterprise to be more accurate in budget preparation and cost control, and also provides strong support for subsequent financial analysis and decision-making.

[0052] The reimbursement system is an important part of enterprise financial management. Its main responsibility is to manage the expense reimbursement process to ensure the compliance and transparency of enterprise expense expenditures. In terms of expense reimbursement process management, the reimbursement system provides an enterprise with a set of standardized operation processes. After employees incur expenses, they can submit reimbursement applications through the system, fill in expense details, upload vouchers, etc. Subsequently, the application will be processed according to the preset approval process, go through various levels of review, and finally complete the reimbursement.

[0053] Although the marketing system and the reimbursement system play important roles in their respective fields, they usually operate independently. This independence brings certain troubles to operation personnel in actual operation. When operation personnel incur expenses while implementing a marketing plan, they need to switch from the marketing system to the reimbursement system for reimbursement operations. This means that they must log in to another system again and manually enter the relevant data in the marketing system into the reimbursement system. This process is not only cumbersome and time-consuming but also error-prone. Especially when there are many expense types and complex classifications, operation personnel may select the wrong expense type due to unfamiliarity with the classifications in the reimbursement system or negligence during data entry, thus affecting the accuracy of financial data and the timeliness of reimbursement.

[0054] To solve the above problems, an intelligent expense reimbursement method is proposed in the embodiments of this application. Figure 1 It is a schematic diagram of the interaction process of an intelligent expense reimbursement method provided by the embodiments of this application. As Figure 1 shown, the implementation scenario of this interaction process includes a marketing system and a reimbursement system. Among them, the marketing system and the reimbursement system can be docked through an API, and a corresponding relationship can be established between the marketing expense types in the marketing system and the reimbursement expense types in the reimbursement system, and this corresponding relationship can be dynamically configured as needed.

[0055] After operation personnel log in to the marketing system and complete the design of a marketing plan and incur expenses in the marketing system, they can directly initiate a reimbursement request within the marketing system. The marketing system can send the marketing plan data containing key information such as marketing expense types (which may include multiple), amount, and plan number to the reimbursement system in the form of a reimbursement request through the API. After receiving the request, the reimbursement system converts the set of marketing expense types in the marketing system into the first set of reimbursement expense types in the reimbursement system according to the preset mapping rules. At the same time, in combination with user permission information, it filters out the reimbursement expense types that meet the user's reimbursement permissions for the user to select. After the user confirms among the optional reimbursement expense types provided by the reimbursement system, the reimbursement system automatically generates a reimbursement process form, automatically fills in information such as the reimbursement amount, responsible department, and expense attribution period, generates a unique reimbursement process form number, and returns the reimbursement process form number to the marketing system for displaying the reimbursement status. This process form number is associated with the marketing plan number to achieve two-way data traceability.

[0056] Figure 2 This is a schematic diagram of the implementation process of an intelligent expense reimbursement method provided by an embodiment of the present application. This method can be applied to a reimbursement system, and the method is described in detail as follows:

[0057] In S201, a reimbursement request from the marketing system is received through an application programming interface, and marketing plan data is determined. The marketing plan data includes a set of marketing expense types and a marketing system login account.

[0058] The reimbursement system can receive a reimbursement request from the marketing system through an application programming interface (API). That is, the marketing system can receive a reimbursement request from marketing staff and forward the reimbursement request to the reimbursement system so that the reimbursement system can receive the reimbursement request from the marketing system. Among them, when the marketing staff submits a reimbursement request, they need to log in using the account in the marketing system. After the login is completed, the account currently initiating the reimbursement request in the marketing system is the marketing system login account.

[0059] When receiving a reimbursement request using the application programming interface (API), the API can adopt the RESTful architecture style, be based on the HTTP protocol, use a uniform resource identifier (URI) to identify resources, and operate on resources through HTTP methods (such as GET, POST, etc.). When the marketing system initiates a reimbursement request, the marketing system can package the marketing plan data into a data packet in JSON or XML format and send it to the reimbursement system through the API. After receiving the request, the reimbursement system parses the data packet and extracts key information such as the marketing expense type (such as advertising expenses, travel expenses, etc.) and the marketing system login account (such as the employee's work number or username).

[0060] In the embodiment of the present application, when determining the marketing expense type in the marketing plan data, it can be determined by estimating through an expense type estimation model.

[0061] The embodiment of the present application can obtain the text description information of the reimbursement expenses through the marketing system or the reimbursement system. For example, the text description information filled in by the user during reimbursement includes "This reimbursement is for the venue rental fee and equipment setup fee paid for participating in an industry exhibition. The exhibition time is from October 10th to October 12th, 2024, and the venue lease contract number is HT20241010001".

[0062] A marketing system or a reimbursement system can input the text description information into a pre-trained expense type estimation model. This model can be trained based on a large amount of historical reimbursement text description information and the corresponding marketing expense types. Natural language processing techniques and machine learning algorithms, such as convolutional neural networks (CNNs) or long short-term memory networks (LSTMs), can be used to extract features and perform calculations on the text description information. Through the expense type estimation model, processes such as word vector conversion and semantic analysis are performed on the input text to extract key information such as "industry exhibition", "venue rental fee", "equipment setup fee", etc., which are then matched and calculated with the expense type features learned in the model. Finally, the marketing expense type corresponding to the text description information, such as "exhibition-related expenses" or "marketing event venue fee", is output. Even in the absence of a clear expense type identifier, the marketing system or reimbursement system can still provide an accurate marketing expense type for the subsequent reimbursement process through intelligent analysis of the text description.

[0063] In a possible implementation, it is also possible to receive an identifier of the marketing expense type set by the user and determine the marketing expense type based on the received identifier.

[0064] Alternatively, in a possible implementation, the embodiments of the present application can also train the expense type estimation model with different training data so that the expense type estimation model can directly calculate the reimbursement expense type.

[0065] In S202, according to the correspondence relationship between the marketing expense types of the pre-set marketing system and the reimbursement expense types of the reimbursement system, determine the first set of reimbursement expense types corresponding to the set of marketing expense types.

[0066] A mapping table can be pre-set in the reimbursement system (or it can also be called the financial system). This mapping table can detail the correspondence relationship between the marketing expense types of the marketing system and the reimbursement expense types of the reimbursement system.

[0067] For example, "advertising expenses" in the marketing system corresponds to "marketing promotion expenses" in the reimbursement system, and "travel expenses" in the marketing system corresponds to "employee business trip reimbursement expenses" in the reimbursement system, etc. The system searches and matches in the mapping table according to the extracted marketing expense types to determine the corresponding first set of reimbursement expense types. This mapping table can support dynamic configuration. When business requirements change, such as adding new expense types or adjusting expense classifications, the administrator can log in to the reimbursement system and, in the mapping table management interface in the background, update the mapping relationship in a timely manner through simple add, delete, modify, and query operations to ensure the flexibility and adaptability of the system.

[0068] In S203, according to the pre-determined organizational structure information and permission configuration information of the marketing system, determine the permission information of the login account of the marketing system.

[0069] The reimbursement system stores the organizational structure information and permission configuration information of the pre-determined marketing system. When a reimbursement request is received, the system locates information such as the department and position to which the account belongs in the organizational structure information based on the extracted login account of the marketing system. For example, the login account "ZhangSan" belongs to the "Marketing Department" and the position of "Senior Marketing Specialist". Then, based on the permission configuration information, which details the reimbursement permissions corresponding to different departments and positions, such as a "Senior Marketing Specialist in the Marketing Department" having reimbursement permissions for reimbursement types such as "Marketing Promotion Expenses" and "Event Organization Expenses", the system determines the permission information of the login account, including the reimbursable expense types, the upper limit of the reimbursement amount, etc.

[0070] The embodiment of the present application can screen the first set of reimbursement expense types according to the permission information of the marketing system login account. For example, the first set of reimbursement expense types includes "Marketing Promotion Expenses Type A", "Marketing Promotion Expenses Type B", and "Marketing Promotion Expenses Type C", and the permission information of the login account only allows reimbursement of "Marketing Promotion Expenses Type A" and "Marketing Promotion Expenses Type B", then the system excludes "Marketing Promotion Expenses Type C" to obtain the second set of reimbursement expense types.

[0071] The reimbursement system can display the second set of reimbursement expense types in the form of a list on the user interface. For example, in the reimbursement module of the reimbursement system, a selection window pops up, listing optional expense types such as "Marketing Promotion Expenses Type A" and "Marketing Promotion Expenses Type B". The user selects the expense type that best suits the current reimbursement business from the list according to the actual business situation and understanding of the expense types. For example, the user clicks to select "Marketing Promotion Expenses Type A". The reimbursement system receives the user's selection information and uses it as the finally determined reimbursement expense type for subsequent generation and processing of the reimbursement process form.

[0072] The process of screening based on the user's permission information in the embodiment of the present application can be as Figure 3 shown, including:

[0073] In S301, determine the position information of the marketing system login account in the organizational structure.

[0074] When determining the user's permission information, the position information of the marketing system login account in the organizational structure can be determined first. For example, by querying the organizational structure database, it is known that the login account "LiXX" holds the position of "Sales Department Manager".

[0075] In S302, according to the preset corresponding relationship between position information and permission information, determine the third set of reimbursement expense types for which the marketing system login account has reimbursement permissions.

[0076] The reimbursement system can access the correspondence table of preset position information and permission information, which details the types of reimbursable expenses corresponding to different positions. For example, the types of reimbursable expenses corresponding to the position of "Sales Department Manager" include "Customer Visit Expenses", "Sales Commission Expenses", "High-level Business Entertainment Expenses", etc., so as to determine the third set of reimbursable expense types for which the logged-in account has reimbursement permissions.

[0077] In S303, the first set of reimbursable expense types is screened according to the third set of reimbursable expense types, and the second set of reimbursable expense types is obtained and pushed to the user.

[0078] The reimbursement system compares and screens the third set of reimbursable expense types with the first set of reimbursable expense types. For example, if the first set of reimbursable expense types includes "Market Promotion Expenses", "Employee Business Trip Reimbursement Expenses", "Business Entertainment Expenses", and the third set of reimbursable expense types includes "Customer Visit Expenses", "Sales Commission Expenses", "High-level Business Entertainment Expenses", then the intersection of the two, "Customer Visit Expenses" and "Sales Commission Expenses", is screened out as the second set of reimbursable expense types and pushed to the user interface for the user to select.

[0079] In S204, according to the first set of reimbursable expense types and the permission information of the marketing system login account, the reimbursable expense types corresponding to the marketing plan data are determined, and the corresponding reimbursement process form is generated according to the reimbursable expense types.

[0080] The reimbursement system cross-compares the first set of reimbursable expense types obtained in step S202 with the permission information determined in step S203. For example, if the first set of reimbursable expense types includes "Market Promotion Expenses", "Employee Business Trip Reimbursement Expenses", "Business Entertainment Expenses", and the permission information of the logged-in account only allows reimbursement of "Market Promotion Expenses" and "Employee Business Trip Reimbursement Expenses", then the system screens out the expense types in the intersection of the two as the optional reimbursable expense types.

[0081] The embodiment of the present application can obtain the reimbursement field information corresponding to the marketing plan data through the application programming interface, including the marketing plan number, reimbursement amount, responsible department, and expense attribution period. Based on the mapping relationship between the reimbursement field information, the reimbursable expense types, and the reimbursement process form, the reimbursement field information and the reimbursable expense types are mapped to the reimbursement process form to obtain the completed reimbursement process form for subsequent approval and processing procedures.

[0082] For example, field information such as the marketing plan number "XM20240915001", reimbursement amount "￥50,000.00", responsible department "Third Project Team of the Marketing Department", and expense attribution period "Third Quarter of 2024" is extracted from the marketing system through the API. At the same time, a mapping relationship table between the reimbursement field information, reimbursement expense types, and reimbursement form content is preset in the system. This table stipulates how each field of the reimbursement form should be filled and displayed under different reimbursement expense types. For example, for the "marketing promotion fee" type, the "expense category" field of the reimbursement form should be filled with "marketing promotion", the "budget subject" field should be filled with "marketing expenses - promotion", and the "approval process" field should be filled with "Marketing Department Manager → Finance Department → Deputy General Manager in Charge", etc. The system matches and fills the determined reimbursement expense type (such as "marketing promotion fee") and the obtained reimbursement field information (such as amount, department, etc.) according to the mapping relationship table to generate a complete reimbursement process form. The generated reimbursement process form will be typeset and displayed according to the preset format, such as presented in a table form on the interface of the reimbursement system, with each field information clearly visible, facilitating users and approvers to view and operate.

[0083] In addition, in a possible implementation manner, after generating the reimbursement process form, the embodiment of the present application can also generate a reimbursement process form number through a preset number generation rule, such as in the format of "year + month + date + serial number", for example, "20240915001". At the same time, the system records the marketing plan number related to this reimbursement process form, such as "XM20240915001". Then, the system establishes an association table in the background database and stores the reimbursement process form number and the marketing plan number as a pair of key values. For example, insert a record in the association table, where the "reimbursement process form number" field is "20240915001" and the "marketing plan number" field is "XM20240915001". In this way, when it is necessary to query the reimbursement situation of a certain marketing plan or the marketing plan corresponding to a certain reimbursement form, the system can quickly and accurately find the corresponding information by querying this association table, realizing two-way traceability of data.

[0084] To facilitate real-time monitoring of the expense usage situation of marketing projects, feedback the consumption progress of project expenses to the marketing system, help marketing personnel reasonably arrange subsequent business activities, and avoid overspending, after establishing the corresponding relationship between the reimbursement process form number and the marketing plan number, the embodiment of the present application can also Figure 4 as shown, generate relevant information on the project expense usage progress in real time, including:

[0085] In S401, obtain the reimbursement process form related to the marketing plan number in real time.

[0086] After establishing the correspondence between the reimbursement process order number and the marketing plan number, the reimbursement system can obtain the reimbursement process order related to the marketing plan number in real time. For example, by querying the database, all reimbursement process orders related to the marketing plan number "XM20240915001" are found, such as "20240915001", "20240916001", etc.

[0087] In S402, determine the reimbursement expense and the expense attribution period of the reimbursement process order.

[0088] The reimbursement system can determine the reimbursement expense and the expense attribution period of each reimbursement process order. For example, the reimbursement expense of the reimbursement form "20240915001" is "￥50,000.00", and the expense attribution period is "the third quarter of 2024".

[0089] In S403, determine the used expenses of the project according to the reimbursement expense and the expense attribution period of the reimbursement process order.

[0090] The reimbursement system can accumulate the reimbursement expenses of all reimbursement forms under the same marketing plan to obtain the total used expenses, such as "￥50,000.00 + ￥30,000.00 = ￥80,000.00".

[0091] In S404, determine and push the project expense usage progress to the marketing system according to the estimated expenses of the marketing project and the used expenses.

[0092] The reimbursement system can obtain the estimated expenses of the marketing project, such as "￥100,000.00". By calculating "used expenses ÷ estimated expenses × 100%", the project expense usage progress "80%" is obtained. The system pushes this progress information to the marketing system through the API. In the project management interface or related modules of the marketing system, it is displayed to the marketers in the form of a progress bar, numbers, etc., to remind them of the current project expense usage situation, so as to adjust the marketing strategy and budget arrangement in a timely manner.

[0093] It should be understood that the magnitudes of the sequence numbers of the steps in the above embodiments do not mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation to the implementation process of the embodiments of the present application.

[0094] Figure 5 The figure shows a schematic diagram of an intelligent expense reimbursement device proposed in an embodiment of the present application. The device is applied to a reimbursement system. The device includes:

[0095] A reimbursement request receiving unit 501, configured to receive a reimbursement request from a marketing system through an application programming interface, and determine marketing plan data, where the marketing plan data includes a set of marketing expense types and a marketing system login account.

[0096] The first reimbursement expense type set determination unit 502 is configured to determine a first reimbursement expense type set corresponding to the marketing expense type set according to the corresponding relationship between the marketing expense types of the pre-set marketing system and the reimbursement expense types of the reimbursement system;

[0097] The permission information determination unit 503 is configured to determine the permission information of the login account of the marketing system according to the pre-determined organizational structure information and permission configuration information of the marketing system;

[0098] The reimbursement process form determination unit 504 is configured to determine the reimbursement expense type corresponding to the marketing plan data according to the first reimbursement expense type set and the permission information of the login account of the marketing system, and generate a corresponding reimbursement process form according to the reimbursement expense type.

[0099] Figure 5 The intelligent expense reimbursement device shown corresponds to Figure 2 the intelligent expense reimbursement method shown.

[0100] Figure 6 is a schematic diagram of an intelligent expense reimbursement device provided by an embodiment of the present application. As Figure 6 shown, the intelligent expense reimbursement device 6 of this embodiment includes: a processor 60, a memory 61, and a computer program 62 stored in the memory 61 and executable on the processor 60, such as an intelligent expense reimbursement program. When the processor 60 executes the computer program 62, the steps in the above-mentioned various embodiments of the intelligent expense reimbursement method are implemented. Alternatively, when the processor 60 executes the computer program 62, the functions of each module / unit in the above-mentioned device embodiments are implemented.

[0101] Exemplarily, the computer program 62 can be divided into one or more modules / units, and the one or more modules / units are stored in the memory 61 and executed by the processor 60 to complete the present application. The one or more modules / units can be a series of computer program instruction segments capable of performing specific functions, and the instruction segments are used to describe the execution process of the computer program 62 in the intelligent expense reimbursement device 6.

[0102] The intelligent expense reimbursement device 6 can be a computing device such as a desktop computer, a notebook, a palm computer, and a cloud server. The intelligent expense reimbursement device may include, but is not limited to, a processor 60 and a memory 61. Those skilled in the art can understand, Figure 6It is only an example of the intelligent expense reimbursement device 6, and does not constitute a limitation on the intelligent expense reimbursement device 6. It may include more or fewer components than those shown in the figure, or combine certain components, or different components. For example, the intelligent expense reimbursement device may further include input / output devices, network access devices, buses, etc.

[0103] The so-called processor 60 may be a central processing unit (CPU), or may also be other general-purpose processors, digital signal processors (DSPs), application specific integrated circuits (ASICs), field-programmable gate arrays (FPGAs), or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. The general-purpose processor may be a microprocessor or the processor may also be any conventional processor, etc.

[0104] The memory 61 may be an internal storage unit of the intelligent expense reimbursement device 6, such as the hard disk or memory of the intelligent expense reimbursement device 6. The memory 61 may also be an external storage device of the intelligent expense reimbursement device 6, such as a plug-in hard disk equipped on the intelligent expense reimbursement device 6, a smart media card (SMC), a secure digital (SD) card, a flash card, etc. Further, the memory 61 may also include both the internal storage unit and the external storage device of the intelligent expense reimbursement device 6. The memory 61 is used to store the computer program and other programs and data required by the intelligent expense reimbursement device. The memory 61 may also be used to temporarily store the data that has been output or will be output.

[0105] Those skilled in the art can clearly understand that, for the convenience and conciseness of description, only the above division of each functional unit and module is used as an example. In actual applications, the above functions can be allocated to different functional units and modules according to needs, that is, the internal structure of the device can be divided into different functional units or modules to complete all or part of the functions described above. Each functional unit and module in the embodiments can be integrated into a processing unit, or each unit can exist physically alone, or two or more units can be integrated into one unit. The above integrated unit can be implemented in the form of hardware or in the form of a software functional unit. In addition, the specific names of each functional unit and module are only for the convenience of mutual distinction and do not limit the protection scope of this application. The specific working processes of the units and modules in the above system can refer to the corresponding processes in the foregoing method embodiments and will not be elaborated herein.

[0106] In the above embodiments, the descriptions of the various embodiments have their own emphases. For the parts not detailed or recorded in a certain embodiment, reference can be made to the relevant descriptions of other embodiments.

[0107] Those of ordinary skill in the art can realize that the units and algorithm steps of the examples described in combination with the embodiments disclosed herein can be implemented by electronic hardware, or by a combination of computer software and electronic hardware. Whether these functions are executed in hardware or software depends on the specific application and design constraints of the technical solution. Professionals can use different methods to implement the described functions for each specific application, but such implementation should not be considered to exceed the scope of this application.

[0108] In the embodiments provided in this application, it should be understood that the disclosed device / terminal device and method can be implemented in other ways. For example, the device / terminal device embodiments described above are merely illustrative. For example, the division of the module or unit is only a logical function division. In actual implementation, there can be other division methods. For example, multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the displayed or discussed mutual coupling or direct coupling or communication connection can be through some interfaces, and the indirect coupling or communication connection of the device or unit can be in electrical, mechanical or other forms.

[0109] The unit described as a separate component may or may not be physically separated, and the component displayed as a unit may or may not be a physical unit, that is, it can be located in one place, or can be distributed to multiple network units. Some or all of the units can be selected according to actual needs to achieve the purpose of the solution of this embodiment.

[0110] In addition, in each embodiment of the present application, the functional units may be integrated into one processing unit, or each unit may exist physically alone, or two or more units may be integrated into one unit. The above-mentioned integrated units may be implemented in the form of hardware or in the form of software functional units.

[0111] If the above-mentioned integrated module / unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, all or part of the processes in the above-mentioned embodiment methods of the present application can also be completed by hardware related to computer program instructions. The computer program can be stored in a computer-readable storage medium. When the computer program is executed by a processor, the steps of the above-mentioned various method embodiments can be implemented. Among them, the computer program includes computer program code, and the computer program code can be in the form of source code, object code, executable file or some intermediate form, etc. The computer-readable medium may include: any entity or device capable of carrying the computer program code, recording medium, USB flash drive, mobile hard disk, magnetic disk, optical disk, computer memory, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), electrical carrier signal, telecommunication signal, and software distribution medium, etc. It should be noted that the content included in the computer-readable medium can be appropriately increased or decreased according to the requirements of legislation and patent practice in the jurisdiction. For example, in some jurisdictions, according to legislation and patent practice, the computer-readable medium does not include electrical carrier signals and telecommunication signals.

[0112] In addition, the embodiments of the present application also provide a computer program product, which when running on a computer, enables the computer to execute the methods in the above-mentioned implementation manners.

[0113] The above-mentioned embodiments are only used to illustrate the technical solutions of the present application, rather than to limit them; although the present application has been described in detail with reference to the foregoing embodiments, those of ordinary skill in the art should understand that: they can still modify the technical solutions recorded in the foregoing embodiments, or perform equivalent replacements on some of the technical features; and these modifications or replacements do not make the essence of the corresponding technical solutions deviate from the spirit and scope of the technical solutions of the various embodiments of the present application, and should all be included in the protection scope of the present application.

Claims

1. An intelligent expense reimbursement method, characterized in that, The method is applied to a reimbursement system, and the method includes: Receiving a reimbursement request from a marketing system through an application programming interface, and determining marketing plan data, where the marketing plan data includes a set of marketing expense types and a login account of the marketing system; Determining a first set of reimbursement expense types corresponding to the set of marketing expense types according to the pre-set correspondence between the marketing expense types of the marketing system and the reimbursement expense types of the reimbursement system; Determining the permission information of the login account of the marketing system according to the pre-determined organizational structure information and permission configuration information of the marketing system; Determining the reimbursement expense type corresponding to the marketing plan data according to the first set of reimbursement expense types and the permission information of the login account of the marketing system, and generating a corresponding reimbursement process form according to the reimbursement expense type.

2. The method according to claim 1, characterized in that, Determining the reimbursement expense type corresponding to the marketing plan data according to the first set of reimbursement expense types and the permission information of the login account of the marketing system includes: Screening the first set of reimbursement expense types according to the permission information of the login account of the marketing system, obtaining and pushing a second set of reimbursement expense types to the user; Determining the reimbursement expense type corresponding to the marketing plan data according to the selection information of the user in the second set of reimbursement expense types.

3. The method according to claim 2, wherein Screening the first set of reimbursement expense types according to the permission information of the login account of the marketing system, obtaining and pushing a second set of reimbursement expense types to the user includes: Determining the position information of the login account of the marketing system in the organizational structure; Determining a third set of reimbursement expense types for which the login account of the marketing system has reimbursement permissions according to the pre-set correspondence between position information and permission information; Screening the first set of reimbursement expense types according to the third set of reimbursement expense types, obtaining and pushing a second set of reimbursement expense types to the user.

4. The method according to claim 1, wherein Generating a corresponding reimbursement process form according to the reimbursement expense type includes: Obtaining the reimbursement field information corresponding to the marketing plan data through an application programming interface, where the reimbursement field information includes a marketing plan number, a reimbursement amount, a responsible department, and a cost attribution period; Mapping the determined reimbursement expense type and the obtained reimbursement field information to the reimbursement process form according to the pre-set mapping relationship between the reimbursement field information, the reimbursement expense type, and the reimbursement process form, to obtain a completed reimbursement process form after mapping.

5. The method according to claim 1, wherein After generating a corresponding reimbursement process form according to the reimbursement expense type, the method further includes: Generating a reimbursement process form number for the reimbursement process form; Establishing a correspondence between the reimbursement process form number and the marketing plan number.

6. The method according to claim 5, characterized in that After establishing the correspondence between the reimbursement process form number and the marketing plan number, the method further includes: Obtaining in real time the reimbursement process form related to the marketing plan number; Determining the reimbursement expense and the cost attribution period of the reimbursement process form; Determining the used expenses of the project according to the reimbursement expense and the cost attribution period of the reimbursement process form; Determining and pushing the project cost usage progress to the marketing system according to the estimated cost of the marketing project and the used expenses.

7. The method according to claim 1, characterized in that, Determining marketing plan data includes: Obtaining the text description information of the reimbursement expense; Input the text description information into a pre-trained expense type estimation model to calculate the set of marketing expense types corresponding to the text description information of the reimbursement expenses.

8. An intelligent expense reimbursement device, characterized in that, The device is applied to a reimbursement system, and the device includes: A reimbursement request receiving unit, configured to receive a reimbursement request from a marketing system through an application programming interface, and determine marketing plan data, where the marketing plan data includes a set of marketing expense types and a marketing system login account; A first reimbursement expense type set determining unit, configured to determine a first reimbursement expense type set corresponding to the set of marketing expense types according to the correspondence between the marketing expense types of the pre-set marketing system and the reimbursement expense types of the reimbursement system; A permission information determining unit, configured to determine the permission information of the marketing system login account according to the pre-determined organizational structure information and permission configuration information of the marketing system; A reimbursement process form determining unit, configured to determine the reimbursement expense types corresponding to the marketing plan data according to the first reimbursement expense type set and the permission information of the marketing system login account, and generate a corresponding reimbursement process form according to the reimbursement expense types.

9. An intelligent expense reimbursement device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that, When the processor executes the computer program, the intelligent expense reimbursement device implements the method described in any one of claims 1-7.

10. A computer program product, comprising computer program instructions, characterized in that, When the computer program is run, the method described in any one of claims 1-7 is executed.

Images