Financial data query method crossing different databases and capable of being self-configured by user
Through the user-configured cross-database data query method, the flexibility and security problems of fund companies when querying business data are solved, and efficient and accurate data query and security protection are achieved.
Patent Information
- Application Number
- CN202510554381.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-04-29
- Publication Date
- 2025-08-01
AI Technical Summary
When fund companies query daily business data, outsourcing systems are difficult to meet the changing business needs, resulting in huge manpower and material resources consumption and the risk of data leakage.
Provide a financial data query method across different databases. Through user-configured query scripts and grouping settings, it receives and stores query scripts and basic information, generates query instructions based on user operations and executes query scripts, and feedbacks the query results.
It has achieved flexible adaptation to business report adjustment needs, improved data query efficiency, ensured data accuracy and security, and reduced development resources and time costs.
Smart Images

Figure CN120407601A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of databases, and in particular to a financial data query method that crosses different databases and can be self-configured by users. Background Art
[0002] Due to business needs among many fund companies, it is often necessary to query daily business data to obtain fund data reports.
[0003] In fund companies, there are many externally purchased systems, and the fees for custom report development or interface development are relatively expensive. Further, due to the complex and changeable requirements for reports in business, the externally purchased systems are difficult to respond to business requirements in a timely manner. Therefore, currently, technical personnel often need to manually export excel file data according to business requirements and provide it to business personnel.
[0004] This method consumes a huge amount of manpower, material resources and time, and there is also a risk of data leakage. Summary of the Invention
[0005] In view of this, embodiments of the present invention provide a financial data query method that crosses different databases and can be self-configured by users to solve the problem that it is difficult to query daily business data.
[0006] To achieve the above object, embodiments of the present invention provide the following technical solutions:
[0007] The first aspect of the present invention discloses a financial data query method that crosses different databases and can be self-configured by users. The method includes:
[0008] Receiving and storing a query script and query basic information typed by a first user in a script editing interface of a data query configuration system; wherein, the query basic information at least includes a query script name and a data source;
[0009] Creating a group corresponding to the group name according to the group name typed by the first user in a group setting interface of the data query configuration system;
[0010] Responding to an add script instruction for a first group name displayed on the group setting interface clicked by the first user, and displaying a group editing interface; wherein, the first group name is any one of the group names;
[0011] Binding and storing the first group name, the subgroup information and the first query script name according to the subgroup information and the first query script name typed by the first user in the group editing interface, wherein the subgroup information at least includes a subgroup name, and the first query script name is any one of the query script names;
[0012] If a query instruction is received, execute the query script corresponding to the query instruction, obtain the query result, and provide feedback according to the feedback method corresponding to the query instruction, where the query instruction is generated based on the operation of the second user.
[0013] Preferably, after binding and storing the first group name, the subgroup information, and the first query script name according to the subgroup information and the first query script name entered by the first user in the grouping editing interface, the method further includes:
[0014] In response to the operation of the first user triggering the role authorization function corresponding to the second group name in the grouping setting interface, display a role function authorization interface, where the role function authorization interface includes multiple role identifiers; where the second group name is any one of the group names.
[0015] In response to the operation of the first user triggering the selection function of at least one target role identifier in the role function authorization interface, create a correspondence between the second group name and all target role identifiers; where the target role identifier is any one of the role identifiers.
[0016] Preferably, the method further includes:
[0017] When a access request from the second user is received, obtain the role identifier of the second user carried in the access request;
[0018] Obtain the group name corresponding to the role identifier of the second user;
[0019] Display a query interface based on the group name corresponding to the role identifier of the second user.
[0020] Preferably, creating the group corresponding to the group name according to the group name entered by the first user in the grouping setting interface of the data query configuration system includes:
[0021] In response to the operation of the first user triggering the add group function in the grouping setting interface of the data query configuration system, display an add group interface;
[0022] Create the group corresponding to the group name according to the group name entered by the first user in the add group interface.
[0023] Preferably, the process of generating a query instruction based on the operation of the second user includes:
[0024] In response to the display instruction of the second user clicking the target group name in the query interface, display a sub-query interface, where the sub-query interface displays multiple subgroup names corresponding to the target group name;
[0025] In response to an operation of the second user triggering the query function corresponding to the target sub-group name of the sub-query interface, obtain the user identifier of the second user and the feedback rule corresponding to the query function; wherein, the target sub-group name is any one of the sub-group names;
[0026] Generate a query instruction based on the user identifier of the second user, the feedback rule corresponding to the query function, and the target sub-group name.
[0027] Preferably, if a query instruction is received, execute the query script corresponding to the query instruction, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction, including:
[0028] If a query instruction is received, execute the query script corresponding to the query information carried in the query instruction, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction; the query information is the target sub-group name or query parameters.
[0029] Preferably, the query information carried in the query instruction is the target sub-group name;
[0030] The step of executing the query script corresponding to the query information carried in the query instruction, obtaining a query result, and providing feedback according to the feedback method corresponding to the query instruction includes:
[0031] Query the query script name corresponding to the target sub-group name according to the target sub-group name carried in the query instruction;
[0032] Execute the query script corresponding to the query script name to obtain a query result;
[0033] Obtain the feedback rule corresponding to the query instruction;
[0034] When the feedback rule is to display the query result, display the query result.
[0035] Preferably, the query information carried in the query instruction is query parameters;
[0036] The step of executing the query script corresponding to the query information carried in the query instruction, obtaining a query result, and providing feedback according to the feedback method corresponding to the query instruction includes:
[0037] Search for a query script containing the query parameters according to the query parameters carried in the query instruction;
[0038] Execute the query script containing the query parameters to obtain a query result;
[0039] According to the communication interface corresponding to the query instruction, feedback the query result through the communication interface.
[0040] Preferably, the method further includes:
[0041] When the feedback rule is to send a prompt message, obtain the second user identifier corresponding to the query instruction;
[0042] Send a prompt message to the terminal corresponding to the second user identifier, so that the second user corresponding to the second user identifier can view the query result through the terminal.
[0043] Preferably, the method further includes:
[0044] Identify and capture the query script name and the current timestamp of the query script being executed;
[0045] Count the number of executions of the query script corresponding to the query script name;
[0046] Generate a table based on the query script name, the current timestamp, and the number of executions;
[0047] When a table query instruction is received, output the table.
[0048] Based on the cross-different-database and user-configurable financial data query method provided in the embodiments of the present invention above, receive and store the query script and query basic information input by the first user, and create a group corresponding to the group name according to the group name entered by the first user in the grouping setting interface of the data query configuration system; bind and store the sub-group information and the first query script name entered by the first user in the group editing interface of the data query configuration system with the first group name; when a query instruction generated according to the operation of the second user is received, execute the query script corresponding to the query instruction, obtain the query result and feedback it according to the feedback method corresponding to the query instruction. By configuring the query script, the data query logic is realized without the need to implement it through the service release version, which flexibly adapts to the adjustment requirements of business reports; when the second user generates a query instruction according to the business requirements, the query script is executed, which improves the work efficiency of data query and ensures the accuracy of data. BRIEF DESCRIPTION OF THE DRAWINGS
[0049] In order to more clearly illustrate the technical solutions in the embodiments of the present invention or the prior art, the following will briefly introduce the drawings required for the description of the embodiments or the prior art. Obviously, the drawings in the following description are only the embodiments of the present invention. For those of ordinary skill in the art, other drawings can be obtained according to the provided drawings without creative efforts.
[0050] Figure 1 Flow chart of a financial data query method that crosses different databases and is user-configurable provided by an embodiment of the present invention;
[0051] Figure 2 First schematic diagram of a script editing interface provided by an embodiment of the present invention;
[0052] Figure 3 Second schematic diagram of a script editing interface provided by an embodiment of the present invention;
[0053] Figure 4 Schematic diagram of an edit pop-up window of a grouping setting interface provided by an embodiment of the present invention;
[0054] Figure 5 First schematic diagram of a grouping setting interface provided by an embodiment of the present invention;
[0055] Figure 6 Second schematic diagram of a grouping setting interface provided by an embodiment of the present invention;
[0056] Figure 7 Schematic diagram of a grouping editing interface provided by an embodiment of the present invention;
[0057] Figure 8 Schematic diagram of a role function authorization interface provided by an embodiment of the present invention;
[0058] Figure 9 Third schematic diagram of a grouping setting interface provided by an embodiment of the present invention;
[0059] Figure 10 First schematic diagram of a query interface provided by an embodiment of the present invention;
[0060] Figure 11 Second schematic diagram of a query interface provided by an embodiment of the present invention;
[0061] Figure 12 Schematic diagram of an asynchronous execution history query interface provided by an embodiment of the present invention. Detailed implementation manners
[0062] Next, the technical solutions in the embodiments of the present invention will be clearly and completely described in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative efforts shall fall within the protection scope of the present invention.
[0063] In this application, the terms "comprising", "including" or any other variant thereof are intended to cover non-exclusive inclusion, such that a process, method, article or apparatus comprising a series of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such process, method, article or apparatus. Without further limitation, an element defined by the phrase "comprising an..." does not exclude the presence of additional identical elements in the process, method, article or apparatus comprising said element.
[0064] As can be seen from the background art, on the one hand, there are many externally purchased systems in fund companies, which cannot well meet the query needs of business personnel for business data. If a customized system is purchased externally, it will cost a lot of money. On the other hand, in the daily business of business personnel, the requirements for reports are variable and complex. If a new version of the data query system is updated and released every time the requirements change, the development cycle is long and it is difficult to implement. Therefore, currently, technicians often manually export the data of the excel file according to the query needs of business personnel and provide it to business personnel. Such a method consumes a huge amount of manpower, material resources and time, and there is also a risk of data leakage.
[0065] Therefore, the embodiment of the present invention provides a financial data query method that crosses different databases and is user-configurable. It receives and stores the query script and query basic information input by the first user, and creates a group corresponding to the group name according to the group name typed by the first user in the grouping setting interface of the data query configuration system; binds and stores the sub-group information typed by the first user in the grouping editing interface of the data query configuration system and the first query script name with the first group name; when receiving a query instruction generated according to the operation of the second user, execute the query script corresponding to the query instruction, obtain the query result and feedback it according to the feedback method corresponding to the query instruction. By configuring the query script, the data query logic is realized without realizing it through the service release version, which flexibly adapts to the adjustment requirements of business reports; when the second user generates a query instruction according to business requirements, the query script is executed, which improves the working efficiency of data query and ensures the accuracy of data.
[0066] See Figure 1 , which shows a flowchart of a financial data query method that crosses different databases and is user-configurable provided by the embodiment of the present invention. This method is realized by configuring a script and does not require a service release version, having the advantages of flexibly realizing dynamic adjustment, rapid deployment and saving development resources. This method includes:
[0067] Step S101: Receive and store the query script and query basic information typed by the first user in the script editing interface of the data query configuration system.
[0068] It should be noted that the query basic information includes at least the query script name and the data source.
[0069] In the process of specifically implementing step S101, the query script and the query basic information typed by the first user in the script editing interface are received; the query script and the query basic information are combined and stored.
[0070] It can be understood that the query script typed by the first user in the script editing interface is such as Figure 2 the code shown in the "SQL Code Editor" area. The query basic information typed by the first user in the script editing interface includes, for example, Figure 2 the SQL function code (i.e., the query script name) shown, the SQL function name, the SQL data source (i.e., the data source), the contact person, and the return data result set corresponding to the current query script. Among them, the return data result set is the data that the first user presets to be queried when executing the query script, such as multiple report data.
[0071] It should be noted that when typing the data source in the "SQL Data Source", the query script can query data from the data source. The data source is the database. In the actual application process, multiple query scripts can be set, and different query scripts can be configured with different data sources. That is to say, multiple query scripts can query data from multiple data sources.
[0072] In some specific embodiments, the first user can also define data query input parameters in the script editing interface. Such as Figure 3 shown, configure "#{}" in the "SQL Code Editor" area and agree that it is a parameter. Specifically, the parameter list of the code in the "SQL Code Editor" area can also be obtained by clicking "Check Parameters". For example, Figure 3 as shown in the rectangular box, if the parameter in the code is busidate, then click "Check Parameters", and in the "Query Parameters" area on the right side of the interface, the parameter-related information of the parameter named busidate can be displayed.
[0073] Furthermore, in the script editing interface, the parameters can be set, such as the parameter type (input box, selector, date, etc.); whether it is a required parameter; the result returned is the field between select and from, etc.
[0074] In summary, after the first user edits the query script and the query basic information in the script editing interface, the query script and the query basic information are combined and stored.
[0075] Step S102: Create a group corresponding to the group name according to the group name typed by the first user in the grouping setting interface of the data query configuration system.
[0076] In the process of specifically implementing step S102, when the first user (such as a technical developer) triggers the grouping setting function in the menu bar of the data query configuration system, a grouping setting interface corresponding to the grouping setting function is displayed. In response to the operation of the first user triggering the create grouping function on the grouping setting interface, a pop-up window is displayed, and the first user is received to enter a grouping name in the pop-up window of the grouping setting interface, and a grouping corresponding to the grouping name is created.
[0077] For example Figure 4 As shown, the first user enters information such as function type, function code, function name (i.e., grouping name), grouping code, and channel in the editing pop-up window. A grouping corresponding to the grouping name is created according to the information entered by the first user above. For example Figure 5 As shown, grouping names such as ETFTA general query, FA general query, LOFTA general query, and TA general query are displayed in the grouping setting interface.
[0078] Step S103: In response to the first user clicking the add script instruction for the first grouping name displayed on the grouping setting interface, a grouping editing interface is displayed.
[0079] It should be noted that multiple grouping names are displayed in the grouping setting interface, and each grouping name corresponds to an add query script function. Among them, the first grouping name is any grouping name.
[0080] For example Figure 5 As shown, in the grouping setting interface, each grouping name corresponds to a "+" icon. When the first user clicks this icon, it indicates adding a query script for this grouping name, that is, adding a data query script.
[0081] It can be understood that multiple query scripts can be added to each grouping. For example Figure 6 As shown in the rectangular box, in the "contract query" grouping, three query scripts of "query contracts by year", "query all contract information", and "all contract information" are added.
[0082] In the process of specifically implementing step S103, in response to the first user clicking the add script instruction for the first grouping name displayed on the grouping setting interface, a grouping editing interface corresponding to the first grouping name is displayed.
[0083] It should be noted that, for example Figure 7 As shown, the first user clicks the add script instruction (such as Figure 7 the "+" icon corresponding to ETFTA general query in Figure 7 ) for the first grouping name (such as ETFTA general query) displayed on the grouping setting interface, and a grouping editing interface corresponding to the first grouping name (such as ETFTA general query) is displayed (as shown in
[0084] It is understandable that, as Figure 7 shown, text information such as group code, group name, associated SQL, and sequence is displayed in the grouping editing interface. The first user can add a new query script for the ETFTA general query by entering the above information in the grouping editing interface. The specific process of entering information is shown in the content described in the following step S104.
[0085] Step S104: Bind and store the first group name, sub-grouping information, and the first query script name according to the sub-grouping information entered by the first user in the grouping editing interface and the first query script name.
[0086] In the process of specifically implementing step S104, according to the sub-grouping information entered by the first user in the grouping editing interface (as Figure 7 shown: group code "Query 1", group name "Query 1", and sequence "0") and the first query script name (as Figure 7 shown: associated SQL "research_valuation_distribution"), when the first user clicks "OK", bind and store the first group name (such as ETFTA general query), sub-grouping information, and the first query script name (such as research_valuation_distribution).
[0087] It should be noted that the sub-grouping information includes at least the sub-group name (for example, group name "Query 1").
[0088] It should be particularly noted that at this time, the sub-group corresponding to the first group name is the last level and cannot be further grouped.
[0089] In the specific application process, in order to protect business data from being leaked, access permissions are set in the data query configuration system so that business personnel can only access business data with corresponding permissions, thereby improving the security of business data. Based on this, the specific process of setting access permissions in the data query configuration system is as follows:
[0090] In response to the operation of the first user triggering the role authorization function corresponding to the second group name in the grouping setting interface, display the role function authorization interface. Among them, the second group name is any group name.
[0091] It should be noted that, as Figure 8 shown, the role function authorization interface includes multiple role identifiers, such as role identifiers of Chief Financial Officer, Quality Control Personnel, Fixed Income Investment Department, Internal Control and Compliance Department, and Global Super Role, etc.
[0092] Further, in response to an operation of the first user selecting at least one target role identifier on the role function authorization interface, a correspondence between the second group name and all target role identifiers is created. The target role identifier is any role identifier.
[0093] For example, the first user triggers the role authorization function corresponding to the second group name (such as official website general query) on the grouping setting interface, and the role function authorization interface is displayed. As Figure 8 shown, the first user selects role identifiers such as the Fixed Income Investment Department, the Internal Control and Compliance Department, and the Global Super Role on the role function authorization interface. Based on this, a correspondence between the official website general query and the role identifiers such as the Fixed Income Investment Department, the Internal Control and Compliance Department, and the Global Super Role is created.
[0094] Another example is that the first user triggers the role authorization function corresponding to the second group name (such as internal control and compliance department general query) on the grouping setting interface, and the role function authorization interface is displayed. As Figure 8 shown, the first user selects role identifiers such as the Fixed Income Investment Department, the Internal Control and Compliance Department, and the Global Super Role on the role function authorization interface. Based on this, a correspondence between the internal control and compliance department general query and the role identifiers such as the Fixed Income Investment Department, the Internal Control and Compliance Department, and the Global Super Role is created.
[0095] It can be understood that when receiving an access request from the second user, the role identifier of the second user carried in the access request is obtained; the group name corresponding to the role identifier of the second user is obtained; and the query interface is displayed based on the group name corresponding to the role identifier of the second user. That is to say, when the second user (such as a business person) accesses the query interface, the group name that the second user has permission to access is queried according to the role identifier of the second user, and the group name that the current second user has permission to access is displayed on the query interface. As Figure 9 shown, the current second user can only access the two groups of the official website general query and the internal control and compliance department general query.
[0096] Step S105: If a query instruction is received, execute the query script corresponding to the query instruction, obtain the query result, and provide feedback according to the feedback method corresponding to the query instruction.
[0097] In the specific process of implementing step S105, when receiving a query instruction generated according to the operation of the second user, execute the query script corresponding to the query information carried in the query instruction to obtain the query result; and provide feedback according to the feedback method corresponding to the query instruction.
[0098] Among them, the query information is the target sub-group name or the query parameter.
[0099] It should be noted that the query instruction can be generated by the second user using the data query configuration system, or can be generated by the second user using other business data systems. Specifically, the process of the second user generating a query instruction using the data query configuration system is as follows:
[0100] In response to the second user clicking on the display instruction of the target group name in the query interface, a sub-query interface is displayed, and multiple sub-group names corresponding to the target group name are displayed in the sub-query interface. For example Figure 10 As shown, when the second user clicks on the "General Query of Internal Control and Compliance Department" group in the query interface, the sub-query interface is displayed, that is, the sub-group for fund annual report data extraction under the "General Query of Internal Control and Compliance Department" group is displayed.
[0101] Furthermore, in response to the second user triggering the operation of the query function corresponding to the target sub-group name in the sub-query interface, the user identification of the second user and the feedback rule corresponding to the query function are obtained; based on the user identification of the second user, the feedback rule corresponding to the query function, and the target sub-group name, a query instruction is generated.
[0102] It should be noted that the target sub-group name is any one of the sub-group names.
[0103] Combined with Figure 10 the content shown, when the second user triggers the operation of the query function corresponding to fund annual report data extraction, that is, when the second user clicks "Asynchronous Execution" or "Query" in the Figure 10 shown interface, the user identification of the second user and the feedback rule corresponding to "Asynchronous Execution", or the feedback rule corresponding to "Query" are obtained, and based on the user identification of the second user, fund annual report data extraction, and the feedback rule corresponding to "Asynchronous Execution", or the feedback rule corresponding to "Query", a query instruction is generated.
[0104] That is to say, when the second user clicks "Asynchronous Execution", the feedback rule corresponding to "Asynchronous Execution" is obtained; when the second user clicks "Query", the feedback rule corresponding to "Query" is obtained.
[0105] In some embodiments, referring to Figure 10 the "Date" shown, the second user can enter a time in the text box corresponding to "Date", and the time can be a certain time period that the second user wants to query, and the business data or business reports within that time period are included in the query results.
[0106] Specifically, the process of the second user generating a query instruction using other business data systems is as follows:
[0107] The second user enters the query parameters required for the query in other business data systems, generates a query instruction based on the query parameters. Secondly, the other business data systems send the query instruction to the data query configuration system by calling the communication interfaces pre-configured in the data query configuration system, so as to call the query script in the data query configuration system, combine the query parameters in the query instruction, query the data, and obtain the query result.
[0108] That is to say, the data query configuration system is pre-configured with multiple communication interfaces, and other business data systems can use the query script in the data query configuration system to query data through the communication interfaces.
[0109] In practical applications, different query processes are executed according to the different query information in the query instruction. Specifically, when the query information carried in the query instruction is the target sub-group name, the query script name corresponding to the target sub-group name is queried; the query script corresponding to the query script name of the target sub-group name is executed, and the query result is obtained and fed back.
[0110] For example Figure 10 As shown, when a query instruction carrying the extraction of fund annual report data is received, the query script name corresponding to the extraction of fund annual report data is queried, the query script corresponding to the current query script name is executed, the query result corresponding to the extraction of fund annual report data is obtained, and the query result is fed back.
[0111] It should be noted that different query instructions correspond to different feedback rules. When feeding back the query result, the feedback rule corresponding to the query instruction needs to be obtained.
[0112] When the feedback rule is to display the query result, the query result is displayed; or when the feedback rule is to send a prompt message, the second user identifier corresponding to the query instruction is obtained; a prompt message is sent to the terminal corresponding to the second user identifier, so that the second user corresponding to the second user identifier can view the query result through the terminal.
[0113] For example: The feedback rule corresponding to the query instruction generated when the second user clicks "Query" is to directly display the query result; the feedback rule corresponding to the query instruction generated when the second user clicks "Asynchronous Execution" is to send a text message to notify the second user to view the query result. That is to say, if the query takes a long time, the business personnel can click "Asynchronous Execution" and view the query result after the query ends; if the query takes a short time, the business personnel can click "Query" and wait for the query result to be directly displayed on the interface.
[0114] In a specific embodiment, when the second user clicks "Query", the query result is directly displayed in the Figure 10 shown interface; when the second user clicks "Asynchronous Execution", the query result is sent throughFigure 11 The "Asynchronous Execution History" view as shown, that is, when the second user clicks on "Asynchronous Execution History", the interface as shown in Figure 12 will be displayed. In the interface as shown in Figure 12 the asynchronous execution history records are queried.
[0115] It should be further noted that the query results corresponding to "Query" cannot be stored and are only directly displayed in the interface as shown in Figure 10 while the query results corresponding to "Asynchronous Execution" can be stored and viewed through the "Asynchronous Execution History" view as shown in Figure 12 .
[0116] Specifically, when the query information carried in the query instruction is a query parameter, search for the query script containing the query parameter; execute the query script containing the query parameter to obtain the query result; and according to the communication interface corresponding to the query instruction, feedback the query result through the communication interface.
[0117] It can be understood that when the query information carried in the query instruction is a query parameter, indicating that the current query instruction is sent from another business system to the data query configuration system, then the query result obtained by querying the current query instruction is fed back to the other business system through the communication interface.
[0118] In the specific application process, the interface of the query script in the configuration method proposed by the present invention can be provided to external services through the backend rest service, that is, the external services can directly call to obtain the data interface.
[0119] In some specific embodiments, the embodiments of the present invention can also identify and capture the name of the query script being executed. That is, each time the query script is executed, the system will automatically record the query script name of the current query script to ensure that it can be traced which specific query script is triggered.
[0120] Furthermore, the system will accumulate the execution times of the query script. This statistical process will be automatically performed in the background without manual intervention to ensure that it accurately reflects the execution frequency of the query script.
[0121] In addition, each time the query script is executed, the current timestamp including the specific date and time is recorded. Based on this, a table is generated according to the query script name, the current timestamp, and the execution times. The table usually includes the following fields: script name, execution times, execution time, date, and other possibly relevant information. The data in the table can be sorted by date, script name, execution times, etc. for further analysis and use.
[0122] In the actual application process, when a table query instruction triggered by a user is received, the table is output for subsequent analysis and optimization, thereby helping to monitor and improve the system operation efficiency.
[0123] In the embodiment of the present invention, the data query logic is implemented in a configured manner without being implemented through a service release version, which can flexibly adapt to the adjustment requirements of business reports, improve the work efficiency of data query, and ensure the accuracy of data. Further, access permissions are set to protect the security of data. Multiple query methods are provided to meet the different query needs of business personnel. At the same time, data query services are provided to other business systems through a communication interface, further simplifying data query.
[0124] Each embodiment in this specification is described in a progressive manner. For the same or similar parts among the embodiments, reference can be made to each other. Each embodiment focuses on the differences from other embodiments. In particular, for a system or system embodiment, since it is basically similar to a method embodiment, the description is relatively simple. For the relevant parts, reference can be made to the partial description of the method embodiment. The systems and system embodiments described above are merely illustrative. The units described as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed to multiple network units. Some or all of the modules can be selected according to actual needs to achieve the purpose of the solution of this embodiment. A person of ordinary skill in the art can understand and implement it without creative work.
[0125] Those skilled in the art can further realize that the units and algorithm steps of each example described in combination with the embodiments disclosed in this article can be implemented by electronic hardware, computer software, or a combination of the two. To clearly illustrate the interchangeability of hardware and software, the composition and steps of each example have been generally described according to functions in the above description. Whether these functions are executed in a hardware or software manner depends on the specific application and design constraints of the technical solution. Those skilled in the art 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 the present invention.
[0126] The above description of the disclosed embodiments enables those skilled in the art to implement or use the present invention. Various modifications to these embodiments will be obvious to those skilled in the art, and the general principles defined herein can be implemented in other embodiments without departing from the scope of the present invention. Therefore, the present invention will not be limited to these embodiments shown in this article, but will conform to the widest scope consistent with the principles and novel features disclosed herein.
Claims
1. A financial data query method that crosses different databases and is user-configurable, characterized in that The method includes: Receiving and storing a query script and query basic information typed by a first user in a script editing interface of a data query configuration system; wherein, the query basic information at least includes a query script name and a data source; Creating a group corresponding to the group name according to the group name typed by the first user in a group setting interface of the data query configuration system; In response to the first user clicking an add script instruction of a first group name displayed in the group setting interface, displaying a group editing interface; wherein, the first group name is any one of the group names; Binding and storing the first group name, the sub-group information, and the first query script name according to the sub-group information and the first query script name typed by the first user in the group editing interface, wherein the sub-group information at least includes a sub-group name, and the first query script name is any one of the query script names; If a query instruction is received, executing the query script corresponding to the query instruction, obtaining a query result, and feeding back according to the feedback method corresponding to the query instruction, wherein the query instruction is generated based on an operation of a second user.
2. The method according to claim 1, characterized in that, After binding and storing the first group name, the sub-group information, and the first query script name according to the sub-group information and the first query script name typed by the first user in the group editing interface, it further includes: In response to an operation of the first user triggering a role authorization function corresponding to a second group name in the group setting interface, displaying a role function authorization interface, where the role function authorization interface includes multiple role identifiers; wherein, the second group name is any one of the group names; In response to an operation of the first user triggering a selection function of at least one target role identifier in the role function authorization interface, creating a corresponding relationship between the second group name and all target role identifiers; wherein, the target role identifier is any one of the role identifiers.
3. The method according to claim 2, wherein The method further includes: When an access request of a second user is received, obtaining the role identifier of the second user carried in the access request; Obtaining the group name corresponding to the role identifier of the second user; Displaying a query interface based on the group name corresponding to the role identifier of the second user.
4. The method according to claim 1, characterized in that, The creating a group corresponding to the group name according to the group name typed by the first user in a group setting interface of the data query configuration system includes: In response to an operation of the first user triggering an add group function in the group setting interface of the data query configuration system, displaying an add group interface; Creating a group corresponding to the group name according to the group name typed by the first user in the add group interface.
5. The method according to claim 3, characterized in that, The process of generating a query instruction based on an operation of a second user includes: In response to the second user clicking a display instruction of a target group name in the query interface, displaying a sub-query interface, where the sub-query interface displays multiple sub-group names corresponding to the target group name; In response to an operation by the second user to trigger the query function corresponding to the target sub-group name in the sub-query interface, obtain the user identifier of the second user and the feedback rule corresponding to the query function; wherein, the target sub-group name is any one of the sub-group names; Generate a query instruction based on the user identifier of the second user, the feedback rule corresponding to the query function, and the target sub-group name.
6. The method according to claim 1, characterized in that If a query instruction is received, then execute the query script corresponding to the query instruction, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction, including: If a query instruction is received, then according to the query information carried in the query instruction, execute the query script corresponding to the query information, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction; the query information is the target sub-group name, or a query parameter.
7. The method according to claim 6, wherein The query information carried in the query instruction is the target sub-group name; According to the query information carried in the query instruction, execute the query script corresponding to the query information, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction, including: Query the name of the query script corresponding to the target sub-group name according to the target sub-group name carried in the query instruction; Execute the query script corresponding to the query script name to obtain a query result; Obtain the feedback rule corresponding to the query instruction; When the feedback rule is to display the query result, display the query result.
8. The method according to claim 6, wherein The query information carried in the query instruction is a query parameter; According to the query information carried in the query instruction, execute the query script corresponding to the query information, obtain a query result, and provide feedback according to the feedback method corresponding to the query instruction, including: Search for a query script containing the query parameter according to the query parameter carried in the query instruction; Execute the query script containing the query parameter to obtain a query result; According to the communication interface corresponding to the query instruction, provide feedback on the query result through the communication interface.
9. The method according to claim 7, wherein The method further includes: When the feedback rule is to send a prompt message, obtain the second user identifier corresponding to the query instruction; Send a prompt message to the terminal corresponding to the second user identifier, so that the second user corresponding to the second user identifier can view the query result through the terminal.
10. The method according to claim 1, wherein The method further includes: Identify and capture the query script name and the current timestamp of the query script being executed; Count the number of executions of the query script corresponding to the query script name; Generate a table based on the query script name, the current timestamp, and the number of executions; When a table query instruction is received, output the table.