Modeling method and device based on financial data, electronic equipment and storage medium

By building document models and basic models on electronic devices and using model splicing rules to generate advanced models, the problems of low query efficiency and security risks of fiscal data management platform are solved, and efficient financial data query without managers' intervention is achieved.

CN120449849APending Publication Date: 2025-08-08ZHONGKE JIANGNAN DIGITAL INFORMATION TECHNOLOGY (GUANGZHOU) CO LTD
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Patent Information

Application Number
CN202510506731.1
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-04-22
Publication Date
2025-08-08

AI Technical Summary

Technical Problem

Due to the large amount of data and insufficient user proficiency, the existing financial data management platform has low query efficiency and security risks, and management personnel need to intervene.

Method used

By obtaining the document fact table in Taichung in the data, building a document model and basic model, using model splicing rules to generate advanced models, and conducting financial data queries directly on electronic devices to avoid managers' intervention.

Benefits of technology

It improves the efficiency of fiscal data query, reduces security risks, and realizes direct query without the intervention of managers.

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Abstract

The invention discloses a modeling method and device based on financial data, electronic equipment and a storage medium. The method comprises the steps of obtaining at least one document fact table in a data table; according to the at least one document fact table, constructing a document model corresponding to each document fact table; constructing a corresponding basic model according to the document model; and according to a model splicing rule, splicing the plurality of receipt models or the basic models to obtain a corresponding advanced model, and according to the basic model and / or the advanced model, querying the financial data in the data medium to obtain a target query result. By implementing the embodiment of the invention, the advanced model can be more conveniently obtained, and according to the constructed basic model and / or advanced model, the financial data of the data medium station can be directly queried without docking with a manager of the management data medium station, so that the efficiency of querying the financial data is improved. The method can be widely applied to the technical field of information.
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Description

Technical Field

[0001] The present invention relates to the field of information technology, and pertains to data management technology, in particular to a modeling method, device, electronic device, and storage medium based on financial data. Background Art

[0002] Due to the massive amount of financial data and the limited familiarity of financial users with the current financial data management platform, financial users are required to notify the platform's administrators in advance to compile financial reports based on their needs. Users then have to wait for the administrators to complete the reports before they can retrieve the required financial data from the platform. This increases the workload of financial personnel, reduces the efficiency of financial data queries, and, because administrator intervention is required, poses a risk of compromising the security of financial data. Summary of the Invention

[0003] In response to at least one of the above technical problems, the purpose of the present invention is to provide a modeling method, device, electronic device and storage medium based on financial data.

[0004] In one aspect, an embodiment of the present invention includes a modeling method based on financial data, applied to an electronic device, the electronic device being communicatively connected to a data middleware, the method comprising:

[0005] Obtain at least one document fact table in the data center;

[0006] Constructing a document model corresponding to each document fact table according to the at least one document fact table;

[0007] According to the document model, a corresponding basic model is constructed;

[0008] According to the model splicing rules, multiple document models or basic models are spliced to obtain the corresponding advanced model, and based on the basic model and / or the advanced model, the financial data of the data center is queried to obtain the target query results.

[0009] Furthermore, constructing the document model corresponding to each document fact table according to the at least one document fact table includes:

[0010] Obtaining definition information corresponding to the at least one document fact table;

[0011] According to the definition information corresponding to each document fact table, data is extracted from each document fact table to obtain the document model corresponding to each document fact table.

[0012] Furthermore, constructing a corresponding basic model according to the document model includes:

[0013] Obtaining basic construction information; the basic construction information includes dimension data and measurement data;

[0014] According to the basic construction information, selecting a document model corresponding to the basic construction information as a target document model;

[0015] Dimensions corresponding to the dimensional data in the target document model are selected as dimensions of the basic model, and metrics corresponding to the metric data in the target document model are selected as metrics of the basic model, thereby constructing a corresponding basic model.

[0016] Furthermore, both the basic model and the advanced model contain corresponding dimensions and metrics; characterized in that, querying the financial data of the data center platform based on the basic model and / or the advanced model to obtain the target query result includes:

[0017] Extracting the financial data in the data center according to the dimensions and metrics corresponding to the basic model to obtain the extracted financial data, and generating the target query result based on the extracted financial data;

[0018] And / or, based on the dimensions and metrics corresponding to the advanced model, data extraction is performed on the financial data in the data center to obtain the extracted financial data, and the target query result is generated based on the extracted financial data.

[0019] Furthermore, querying the financial data of the data center platform according to the basic model and / or the advanced model to obtain target query results includes:

[0020] Perform a query on the data platform according to the multiple basic models and / or the advanced models to obtain initial query results corresponding to the multiple basic models and / or the advanced models respectively;

[0021] Selecting one of the plurality of basic models and / or advanced models as a target benchmark model;

[0022] According to the initial query result corresponding to the target benchmark model, the initial query results corresponding to multiple other models are matched to obtain data matching results; the other models are models other than the target benchmark model in the multiple basic models and / or the advanced models;

[0023] A target query result is obtained according to the initial query result corresponding to the target benchmark model and the data matching result.

[0024] Furthermore, after querying the financial data of the data center platform according to the basic model and / or the advanced model to obtain a target query result, the method further includes:

[0025] Extracting the financial data in the data center at predetermined intervals according to the dimensions and metrics corresponding to the basic model to obtain updated financial data, and updating the target query result based on the updated financial data;

[0026] And / or, according to the dimensions and metrics corresponding to the advanced model, the financial data in the data center is extracted at preset time intervals to obtain updated financial data, and the target query result is updated based on the updated financial data.

[0027] Furthermore, after the plurality of document models or basic models are spliced together to obtain a corresponding advanced model, the method further includes:

[0028] Acquire a model construction relationship; the model construction relationship includes a construction relationship between the document model, the basic model, and the advanced model;

[0029] Relationships are constructed based on the model, and a model relationship graph is rendered and displayed.

[0030] In another aspect, an embodiment of the present invention includes a modeling device based on financial data, which is applied to an electronic device, wherein the electronic device is communicatively connected to a data middle platform, and the device includes:

[0031] A data acquisition module, configured to acquire at least one document fact table in the data center;

[0032] A first construction module is configured to construct a document model corresponding to each document fact table according to the at least one document fact table;

[0033] A second construction module is used to construct a corresponding basic model according to the document model;

[0034] The data query module is used to splice multiple document models or basic models according to the model splicing rules to obtain the corresponding advanced model, and to query the financial data of the data center based on the basic model and / or the advanced model to obtain the target query results.

[0035] On the other hand, an embodiment of the present application discloses an electronic device, including a memory and a processor, wherein the memory stores a computer program, and when the computer program is executed by the processor, the processor implements any one of the modeling methods based on financial data disclosed in the embodiment of the present application.

[0036] On the other hand, an embodiment of the present invention further includes a storage medium storing a program executable by a processor, wherein the program executable by the processor is used to execute any one of the modeling methods based on financial data in the embodiment when executed by the processor.

[0037] Compared with the related art, the embodiments of the present application have the following beneficial effects:

[0038] The present application provides a modeling method, apparatus, electronic device, and storage medium based on financial data, which obtain at least one document fact table in the data center; construct a document model corresponding to each document fact table based on the at least one document fact table; construct a corresponding basic model based on the document model; and, based on the document model, splice multiple document models or basic models according to a model splicing rule to obtain a corresponding advanced model. The financial data of the data center is queried based on the basic model and / or advanced model to obtain a target query result. By implementing the present application embodiment, the electronic device can construct a document model corresponding to each document fact table based on the obtained at least one document fact table, construct a corresponding basic model based on the document model, and, based on the model splicing rule, splice multiple document models or basic models to obtain a corresponding advanced model. By directly splicing the document models or basic models, the advanced model can be obtained more conveniently. Based on the constructed basic model and / or advanced model, the financial data of the data center can be directly queried without having to communicate with the administrator of the data center, thereby improving the efficiency of querying the financial data. BRIEF DESCRIPTION OF THE DRAWINGS

[0039] Figure 1 This is a flowchart of a modeling method based on financial data disclosed in an embodiment of the present application;

[0040] Figure 2 is a schematic diagram of an interface for a financial user to input definition information corresponding to a document fact table in an embodiment;

[0041] Figure 3 is a schematic diagram of an interface for configuring a document model in an embodiment;

[0042] Figure 4 is a schematic diagram of a model design of a basic model of an electronic device display in one embodiment;

[0043] Figure 5 is a schematic diagram of a model design of an advanced model for displaying an electronic device in one embodiment;

[0044] Figure 6 This is a flow chart of querying financial data of a data center platform based on a basic model and / or an advanced model to obtain a target query result, as disclosed in an embodiment of the present application;

[0045] Figure 7 is a schematic diagram of a business statistics classification list displayed by an electronic device in an embodiment;

[0046] Figure 8 is a schematic diagram of a dimension management list displayed by an electronic device in an embodiment;

[0047] Figure 9A is a schematic diagram of an electronic device displaying dimension table information details in an embodiment;

[0048] Figure 9B is a schematic diagram of an electronic device displaying attribute details of a dimension table in an embodiment;

[0049] Figure 10 This is a flowchart of another modeling method based on financial data disclosed in an embodiment of the present application;

[0050] Figure 11 is a schematic diagram of a relationship graph of an electronic device display model in an embodiment;

[0051] Figure 12 is a schematic diagram of a data directory list displayed by an electronic device in an embodiment;

[0052] Figure 13 This is a schematic diagram of the structure of a modeling device based on financial data disclosed in an embodiment of the present application;

[0053] Figure 14 This is a structural diagram of an electronic device disclosed in an embodiment of the present application. DETAILED DESCRIPTION

[0054] The following will be combined with the drawings in the embodiments of this application to clearly and completely describe the technical solutions in the embodiments of this application. Obviously, the embodiments described are only part of the embodiments of this application, not all of the embodiments. Based on the embodiments in this application, all other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of this application.

[0055] It should be noted that the terms "including," "having," and any variations thereof in the embodiments and drawings of this application are intended to cover non-exclusive inclusions. For example, a process, method, system, product, or apparatus comprising a series of steps or units is not limited to the listed steps or units, but may optionally include steps or units not listed, or may optionally include other steps or units inherent to the process, method, product, or apparatus.

[0056] The present application discloses a financial data-based modeling method, device, electronic device, and storage medium, which enable direct querying of financial data on a data center without requiring interaction with administrators managing the data center, thereby improving the efficiency of querying financial data. These methods are described in detail below.

[0057] Figure 1 This is a flow chart of a modeling method based on financial data disclosed in an embodiment of the present application, wherein: Figure 1 The modeling method based on financial data described is applicable to electronic devices, which may include but are not limited to mobile phones, tablet computers, wearable devices, laptop computers, PCs (Personal Computers), etc. Figure 1 As shown, the modeling method based on financial data may include the following steps:

[0058] Step S101: Obtain at least one document fact table in the data center.

[0059] In some embodiments, the electronic device can be communicatively connected to the data middle platform, wherein the data middle platform can be a database for storing financial data, and the financial data can be statistics for describing the sources and usage flow of financial funds. After receiving a control instruction, the electronic device can obtain at least one document fact table in the data middle platform, wherein the control instruction can be generated after the financial user inputs information related to updating the target query result, or after the financial user inputs information related to obtaining the target query result. The target query result can be a query result that describes the query result obtained after querying the financial data in the data middle platform. The financial user can be a person who needs to query the financial data, such as a staff member of the Finance Bureau or a manager who has obtained query authority. The document fact table can be used to store quantifiable business indicators in the data middle platform.

[0060] As an optional implementation, the data center can extract financial data to obtain a document fact table. After the electronic device obtains at least one document fact table in the data center, if no operation regarding at least one document fact table is received from the financial user within a preset time period, the above-mentioned document fact table is obtained again in the data center, wherein the preset time period can be ten minutes, which is not limited here. If the electronic device does not receive any operation regarding at least one document fact table from the financial user within the preset time period, the above-mentioned document fact table is obtained again in the data center, which can ensure the timeliness of the obtained document fact table to the greatest extent.

[0061] Step S102: constructing a document model corresponding to each document fact table based on at least one document fact table.

[0062] In some embodiments, before constructing a document model corresponding to each document fact table based on at least one document fact table, the electronic device may detect at least one document fact table, determine the business indicators contained in each document fact table, and directly display the business indicators contained in each document fact table, so that the user can intuitively view the business indicator status of each document fact table through the electronic device.

[0063] As an optional implementation, the electronic device obtains definition information corresponding to at least one document fact table; based on the definition information corresponding to each document fact table, data is extracted from each document fact table to obtain a document model corresponding to each document fact table. The definition information can be used to describe the relationship between the business indicators and the added fields in the document fact table. The financial user can directly input the added fields through the electronic device, so that the electronic device obtains the definition information corresponding to each document fact table. The electronic device can define and associate dimensions for each business indicator in the document fact table based on the definition information, thereby generating a document model. Optionally, the document model can contain detailed data with the smallest granularity. Furthermore, the electronic device can select business indicators in the document fact table that are related to the definition information based on the definition information input by the financial user, and extract data in the data center based on these business indicators to obtain extracted data, and generate a document model based on the relevant business indicators and extracted data.

[0064] Figure 2 This is a schematic diagram of an interface for a financial user to input definition information corresponding to a document fact table in an embodiment, such as Figure 2 As shown, financial users can enter definition information such as document table, model number, model name, data directory and model description in this interface. Among them, the document table can be the information used to determine the document fact table, the model number can be the identifier that uniquely determines the document fact table, the model name can be used to describe the name of the generated document model, the data directory can be used to describe the business classification to which the document model belongs, and the model description can be used to describe other notes for the generated document model.

[0065] Figure 3 This is a schematic diagram of an interface for configuring a document model in an embodiment, such as Figure 3 As shown, Figure 3The business indicators contained in the document fact table used to construct the document model are displayed through electronic devices. Among them, each business indicator can be described by fields, field descriptions, field types, attributes, associated dimensions, and dimension levels. Fields can be used to uniquely identify the corresponding business indicator, field descriptions can be used to describe the business information of the business indicator, field types can be used to describe the type of storage of the business indicator, attributes can be used to describe that the business indicator belongs to the dimension or measure corresponding to the attribute, and associated dimensions can be used to describe the data related to the business indicator in the data center. By displaying the various business indicators of the document fact table, electronic devices can enable financial users to understand the information in the document fact table more intuitively, thereby improving the convenience of configuring the corresponding document model.

[0066] The electronic device extracts data from each document fact table based on the definition information corresponding to each document fact table, and obtains the document model corresponding to each document fact table, which improves the convenience for financial users to generate document models through electronic devices and provides a technical basis for improving the efficiency of querying financial data.

[0067] Step S103: construct a corresponding basic model according to the document model.

[0068] In some embodiments, the electronic device can construct a corresponding base model based on a single document model, or can construct a corresponding base model based on multiple document models. The electronic device can use one or more document models selected by a financial user as a basis for constructing the corresponding base model. Alternatively, the financial user can select a document model using voice data or manually, so that the electronic device can determine the document model used to construct the base model.

[0069] As an optional embodiment, an electronic device obtains infrastructure information; the infrastructure information includes dimensional data and metric data; based on the infrastructure information, the electronic device selects a document model corresponding to the infrastructure information as a target document model; selects dimensions corresponding to the dimensional data in the target document model as dimensions of the base model, and selects metrics corresponding to the metric data in the target document model as metrics of the base model, thereby constructing the corresponding base model. The base model is preliminary summary data generated based on the document model, subject to conditional constraints and dimensionality reduction control, and an indicator model is constructed based on metric fields within the model. The infrastructure information can be used to describe the dimensional data and metric data of the constructed base model. After determining the document model required to construct the base model, the electronic device determines the dimensional data and metric data of the base model based on the obtained infrastructure information, and refines the information of the business indicators included in the base model. The electronic device can re-determine information describing each business indicator based on the infrastructure information. The electronic device then extracts data from the data center based on the determined dimensional data, metric data, and refined business indicators to obtain extracted data. Based on the dimensional data, metric data, refined business indicators, and extracted data, the electronic device generates the corresponding base model. For example, assuming that the document model for "Transfer Payment Budget Expenditure Approval Information" includes the business indicators "Payment Method" and "Budget Preparation Number," a basic model is constructed based on the document model for "Transfer Payment Budget Expenditure Approval Information." If the business indicator "Payment Method" is selected as the dimension data and the business indicator "Budget Preparation Number" is selected as the metric data, the basic model can display the following data: the budget preparation number under various payment methods, and the displayed financial data can be as shown in Table 1:

[0070] Table 1

[0071] Payment Methods Budget preparation number Direct payment from the Treasury 200W Authorize payment 500W Actual payment 400W

[0072] Figure 4 Schematic diagram of the model design of the electronic device display basic model in one embodiment, such as Figure 4 As shown, the electronic device displays a model design tree diagram for a basic model. The basic model is the "Transfer Payment Budget Expenditure Approval Information" model, the source model for the basic model is the target document model selected for building the basic model, the target document model is the "Expenditure Budget Preparation Status" model, and the selected business indicator is the "Transfer Payment Expenditure Budget Amount" business indicator. The electronic device displays a tree diagram for the model design of the basic model, allowing financial users to intuitively query the basic model's construction status, thereby improving the convenience of building the basic model.

[0073] The electronic device can directly select a document model as the target document model based on the basic construction information obtained, and select the dimensions and measurements corresponding to the dimensional data and measurement data in the target document model as the dimensions and measurements of the basic model to construct the corresponding basic model, thereby improving the convenience of constructing the basic model.

[0074] Step S104: According to the model splicing rules, multiple document models or basic models are spliced to obtain the corresponding advanced model, and the financial data of the data center is queried based on the basic model and / or advanced model to obtain the target query result.

[0075] In some embodiments, the model splicing rules can be used to describe the model splicing of multiple document models or basic models, wherein the model splicing rules can be Boolean rules, grid fusion rules, etc., which are not limited here. The Boolean rule can be one of the intersection, union or difference of the business indicators corresponding to multiple document models or basic models, as the business indicator obtained by advanced model query. The grid fusion rule can be to select a document model or basic model that contains the same business indicator in multiple document models or basic models as the initial model, and determine the corresponding advanced model based on the business indicators contained in the initial model. For example, assuming that both basic model A and basic model B contain business indicator 1, the corresponding advanced model is determined based on all business indicators contained in basic model A and basic model B. The advanced model is generated by splicing multiple basic models and / or document models. The electronic device can query financial data related to multiple financial topics in the data center based on the advanced model, and can also query financial data generated by combining multiple financial topics. For example, if basic model A can query financial data related to "highway toll collection", and basic model B can query financial data related to "online payment", then the advanced model generated by splicing basic model A and basic model B can be used to query financial data related to "highway online toll collection" in the data middle platform based on the advanced model.

[0076] Figure 5 is a schematic diagram of a model design of an electronic device display advanced model in an embodiment, such as Figure 5 As shown, the electronic device displays a model design tree diagram of the advanced model, wherein the source model of the advanced model "'Three Guarantees' and Rigid Expenditure and Financial Resources Information" model can be a document model or a basic model, including the "'Three Guarantees' Expenditure Budget Execution Information" model, the "Available Financial Resources Information" model and the "Rigid Expenditure Budget Execution Information" model, and the business indicators of the advanced model can be "'Three Guarantees' and Rigid Expenditure Guarantee Multiples" and "'Three Guarantees' and Rigid Expenditure's Proportion of Available Financial Resources." The electronic device displays a model design tree diagram of the advanced model, which enables financial users to intuitively query the construction status of the advanced model, thereby improving the convenience of building the advanced model.

[0077] In some embodiments, the electronic device queries the financial data in the data center according to the basic model to obtain the target query result. It can also query the financial data in the data center according to the advanced model to obtain the target query result. It can also query the financial data in the data center according to the basic model and the advanced model to obtain the target query result. The target query result may include the financial data that the financial user needs to query. Furthermore, the electronic device can determine at least one target model based on the basic model and / or advanced model selected by the financial user, and send the at least one target model to the data center. The data center finds the financial data corresponding to each target model based on the at least one target model, and sends the financial data corresponding to each target model to the electronic device. The electronic device receives the financial data corresponding to each target model and generates a target query result. The target query result can be displayed in the form of a chart, that is, it can be displayed in various statistical forms selected by the financial user. For example, the financial data corresponding to each target model can be displayed in the form of a bar chart, a fan chart, a table, etc. Optionally, if the data that the financial user needs to query is relatively simple, that is, only the financial data related to one financial subject needs to be queried, then the corresponding basic model can be constructed through the electronic device, so that the financial data in the data center can be queried according to the basic model. For example, to query the financial data related to the "budget preparation number", the financial user can control the electronic device to construct a basic model based on the document model of the "transfer payment budget expenditure approval information", select the "payment method" business indicator as the dimension data, and the "budget preparation number" business indicator as the measurement data, so as to construct the corresponding basic model, and query the financial data in the data center according to the basic model. If the data that the financial user needs to query is more complex, that is, it is necessary to query financial data related to multiple financial subjects, or the financial data to be queried is related to the financial data in multiple document fact tables, then an advanced model can be constructed through the electronic device, so that the financial data in the data center can be queried according to the advanced model.

[0078] Electronic devices can query the financial data of the data center based on the basic model and / or advanced model to obtain target query results, so that financial users can intuitively understand the financial data that needs to be queried, thereby improving the efficiency of querying financial data.

[0079] In an embodiment of the present application, the electronic device obtains at least one document fact table in the data middle platform; constructs a document model corresponding to each document fact table based on the at least one document fact table; constructs a corresponding basic model based on the document model; splices multiple document models or basic models according to the model splicing rules to obtain a corresponding advanced model, and queries the financial data of the data middle platform based on the basic model and / or advanced model to obtain a target query result. The electronic device can construct a document model corresponding to each document fact table based on the at least one document fact table obtained, construct a corresponding basic model based on the document model, and splice multiple document models or basic models according to the model splicing rules to obtain a corresponding advanced model. By directly splicing the document model or basic model, the advanced model can be obtained more conveniently, and based on the constructed basic model and / or advanced model, the financial data of the data middle platform can be directly queried without having to connect with the management personnel who manage the data middle platform, thereby improving the efficiency of querying the financial data.

[0080] See also Figure 6 , Figure 6 This is a flow chart of querying the financial data of the data center according to the basic model and / or advanced model disclosed in the embodiment of this application to obtain the target query result. Figure 6 As shown, the step of querying the financial data of the data center according to the basic model and / or advanced model to obtain the target query result may also include the following steps:

[0081] Step S601: Extract the financial data in the data center according to the dimensions and metrics corresponding to the basic model to obtain the extracted financial data, and generate the target query results based on the extracted financial data; and / or, extract the financial data in the data center according to the dimensions and metrics corresponding to the advanced model to obtain the extracted financial data, and generate the target query results based on the extracted financial data.

[0082] As an optional implementation, electronic devices can provide a flexible definition function for the statistical caliber of financial data, which can view, edit, preview data and delete statistical categories, and can quickly meet the financial users' requirements for statistical analysis of data of different dimensions and calibers. The definition of the caliber of the financial data statistical function is based on the business specifications and technical standards of the Ministry of Finance. Common business statistical calibers are as follows Figure 7 As shown, Figure 7It is a schematic diagram of a business statistical classification list displayed by an electronic device in one embodiment. Taking the "Four Good Rural Roads" funds as an example, when a certain indicator is attached with this business statistical caliber, it indicates that the data range that needs to be queried by the indicator is the funding data of the Four Good Rural Roads, and the corresponding data is displayed by adding query conditions in the SQL statement. Optionally, the electronic device also provides a centralized data dimension management platform, which can view, edit, preview data and delete the analysis dimensions of the data. It realizes the multi-dimensional and multi-level analysis requirements of financial users for financial business data. The data dimension management platform manages the dimensions that need to be used, and can perform operations such as adding, deleting, and modifying. Common dimensions in this system include: financial division, business year, payment method, payment time, etc., common information. Such as Figure 8 As shown, Figure 8 This is a schematic diagram of a dimension management list displayed by an electronic device in one embodiment. The electronic device can display dimension-related information such as dimension code, dimension name, dimension definition, dimension definition source, ID splicing method, value set display method, value set sorting method, whether it is a master data element, and whether it is a departmental regulation element in the dimension management list. The electronic device can display the information of each dimension and its details by the financial user clicking the "Details" shortcut button. Figure 9A FIG. 1 is a schematic diagram of an electronic device displaying dimension table information details in an embodiment, such as Figure 9A As shown, the electronic device can display the dimension information corresponding to the dimension queried by the financial user, including the dimension, dimension code, dimension name, dimension definition, dimension definition source, ID splicing method, value set display method, value set sorting method, and whether it is a master data element. Figure 9B FIG. 1 is a schematic diagram of an electronic device displaying attribute details of a dimension table in an embodiment, such as Figure 9B As shown, the electronic device can display the dimension attributes corresponding to the dimension queried by the financial user, including attribute code, attribute name, data type, data length, field attributes, whether to display, display order, whether it is a dimension level, and dimension level.

[0083] In some embodiments, both the basic model and the advanced model contain corresponding dimensions and metrics, wherein the dimensions and metrics can be business indicators of financial data that financial users need to query. The electronic device can directly send the basic model to the data center. After receiving the basic model, the data center can parse the basic model to obtain the dimensions and metrics corresponding to the basic model, and query the financial data stored in the data center based on the dimensions and metrics obtained by parsing, and select the financial data corresponding to the business indicators with the same dimensions and metrics obtained by parsing as the financial data obtained by the basic model query, and send the financial data obtained by the basic model query to the electronic device, so that the electronic device receives the financial data obtained by the basic model query. Similarly, the electronic device can also send the advanced model to the data center. After receiving the advanced model, the data center can parse the advanced model to obtain the dimensions and metrics corresponding to the advanced model, and query the financial data stored in the data center based on the dimensions and metrics obtained by the analysis, and select the financial data corresponding to the business indicators with the same dimensions and metrics obtained by the analysis as the financial data obtained by the advanced model query, and send the financial data obtained by the advanced model query to the electronic device so that the electronic device receives the financial data obtained by the advanced model query. After receiving the financial data obtained by the basic model and / or the advanced model respectively, the electronic device integrates the financial data obtained by the basic model and / or the advanced model respectively to obtain the target query result.

[0084] In other embodiments, an electronic device performs a query on a data center based on multiple basic models and / or advanced models to obtain initial query results corresponding to each of the multiple basic models and / or advanced models; selects one of the multiple basic models and / or advanced models as a target baseline model; matches the initial query results corresponding to multiple other models based on the initial query result corresponding to the target baseline model to obtain a data matching result; the other models are models other than the target baseline model from the multiple basic models and / or advanced models; and obtains the target query result based on the initial query result and the data matching result corresponding to the target baseline model. The electronic device can select any one of the multiple basic models and / or advanced models as the target baseline model. The electronic device can also determine the target baseline model based on selection information input by a financial user. The electronic device can also determine the target baseline model based on importance data corresponding to each of the multiple basic models and / or advanced models. Furthermore, each dimension and metric included in each basic model and advanced model has corresponding importance data. This importance data can be used to describe the importance of the corresponding dimension or metric. The importance data corresponding to each dimension and metric can be set by the financial user when constructing the basic model or advanced model. The electronic device can calculate the sum of the importance data corresponding to the dimensions and measurements contained in multiple basic models required for query as the importance index corresponding to each basic model, and / or calculate the sum of the importance data corresponding to the dimensions and measurements contained in multiple advanced models required for query as the importance index corresponding to each advanced model, and select the basic model or advanced model with the largest importance index among multiple basic models and / or advanced models as the target benchmark model.

[0085] The electronic device can select one of multiple basic models and / or advanced models as the target benchmark model, and match the initial query results corresponding to multiple other models based on the initial query results corresponding to the target benchmark model to obtain data matching results, which can improve the efficiency of querying financial data.

[0086] In an embodiment of the present application, the electronic device extracts the financial data in the data center according to the dimensions and metrics corresponding to the basic model, obtains the extracted financial data, and generates a target query result based on the extracted financial data; and / or extracts the financial data in the data center according to the dimensions and metrics corresponding to the advanced model, obtains the extracted financial data, and generates a target query result based on the extracted financial data, which enables direct query of the financial data in the data center without the need to connect with the management personnel who manage the data center, thereby improving the efficiency of querying the financial data.

[0087] See also Figure 10 , Figure 10This is a flow chart of another modeling method based on financial data disclosed in an embodiment of the present application. Figure 10 As shown, the modeling method based on financial data also includes the following steps:

[0088] Step S1001: Obtain at least one document fact table in the data center.

[0089] Step S1002: construct a document model corresponding to each document fact table based on at least one document fact table.

[0090] Step S1003: construct a corresponding basic model according to the document model.

[0091] Step S1004: According to the model splicing rules, multiple document models or basic models are spliced to obtain the corresponding advanced model, and the financial data of the data center is queried based on the basic model and / or advanced model to obtain the target query result.

[0092] The description of steps S1001 to S1004 may refer to the relevant description of steps S101 to S104 in the above embodiment, and will not be repeated here.

[0093] Step S1005: According to the dimensions and metrics corresponding to the basic model, data extraction is performed on the financial data in the data center at each preset time period to obtain updated financial data, and the target query result is updated based on the updated financial data; and / or, according to the dimensions and metrics corresponding to the advanced model, data extraction is performed on the financial data in the data center at each preset time period to obtain updated financial data, and the target query result is updated based on the updated financial data.

[0094] In some embodiments, the electronic device can query the financial data in the data state to obtain a model of the target query result and update the target query result. The model can be a basic model and / or an advanced model. Furthermore, the preset time period of each electronic device interval can be set in advance by the financial user. The preset time period can be one day, three days, etc., which is not limited here. The financial data in the data center is queried according to the basic model and / or the advanced model to obtain updated financial data, wherein the updated financial data can be the financial data corresponding to the dimensions and metrics corresponding to the basic model and / or the advanced model after being updated in the data center within the preset time period. The electronic device can update the target query result based on the updated financial data by comparing the updated financial data with the corresponding financial data in the target query result. If it is determined that the updated financial data is different from the corresponding financial data in the target query result, the updated financial data is used as the corresponding financial data in the target query result; if it is determined that the updated financial data is the same as the corresponding financial data in the target query result, the original target query result is continued to be used.

[0095] As an optional implementation, the electronic device can obtain a model construction relationship; the model construction relationship includes the construction relationship between the document model, the basic model and the advanced model; according to the model construction relationship, the model relationship map is rendered and displayed. Among them, the model construction relationship can be used to describe the construction relationship between each document model, the basic model and the advanced model, and the model construction relationship can be determined according to the corresponding tree diagram generated when each basic model and / or advanced model is constructed. Furthermore, the electronic device can identify the corresponding tree diagram generated when each basic model and / or advanced model is constructed, thereby obtaining the construction relationship between each document model, the basic model and the advanced model. The electronic device renders and displays the model relationship map based on the model construction relationship, and the model relationship map can intuitively describe the construction relationship between each document model, the basic model and the advanced model.

[0096] Figure 11 FIG. 1 is a schematic diagram of a display model relationship diagram of an electronic device in an embodiment, such as Figure 11As shown, the model relationship information function is provided according to the financial business level, which allows users to clearly view the relationship between data models. It is an intuitive reflection of the unified data caliber and an overview of the relationship between all model assets. According to the upstream and downstream relationships between models, an asset map is rendered, and users can clearly view the relationship map of all models. Each document model, basic model and advanced model is represented by the same color, so that users can intuitively classify each model, and by displaying the connection between each document model, basic model and advanced model, the construction relationship between the document model, basic model and advanced model is reflected. For example, if document model A and basic model A are connected, it means that basic model A is constructed by document model A. If basic model B and advanced model B are connected, it means that advanced model B is constructed by basic model B, etc., which are not listed here one by one.

[0097] Electronic devices build relationships based on models, render and display model relationship diagrams, allowing financial users to intuitively understand the construction relationships between various document models, basic models and advanced models, thereby further reducing the difficulty of building document models, basic models and advanced models.

[0098] As an optional implementation, the electronic device may provide a data directory tree structure statistics viewing function, and may perform operations such as editing, deleting, and moving the data directory, thereby realizing centralized statistics and management of data assets. Figure 12 FIG. 1 is a schematic diagram of a data directory list displayed by an electronic device in an embodiment. Figure 12 As shown, the electronic device can display a data asset catalog. Financial users can click on a data asset catalog detail, such as "Basic Information Analysis," to display the contents of that data asset catalog detail in a list format. The data catalog tree-structured statistical viewing function enables user data catalog management, attaching information such as data asset classification standards, models, and business indicators to the data catalog, allowing financial users to quickly query various models and business indicators.

[0099] In an embodiment of the present application, the electronic device extracts the financial data in the data center at each preset time period based on the dimensions and metrics corresponding to the basic model to obtain updated financial data, and updates the target query result based on the updated financial data; and / or, extracts the financial data in the data center at each preset time period based on the dimensions and metrics corresponding to the advanced model to obtain updated financial data, and updates the target query result based on the updated financial data, thereby improving the efficiency of querying the financial data.

[0100] See also Figure 13 , Figure 13This is a schematic diagram of the structure of a modeling device based on financial data disclosed in an embodiment of the present application. The modeling device based on financial data can be applied to the above-mentioned electronic equipment. Figure 13 As shown, the financial data-based modeling device 1300 may include: a data acquisition module 1301 , a first construction module 1302 , a second construction module 1303 and a data query module 1204 .

[0101] The data acquisition module 1301 is used to acquire at least one document fact table in the data center;

[0102] A first construction module 1302 is configured to construct a document model corresponding to each document fact table based on at least one document fact table;

[0103] The second construction module 1303 is used to construct a corresponding basic model according to the document model;

[0104] The data query module 1304 is used to splice multiple document models or basic models according to the model splicing rules to obtain the corresponding advanced model, and to query the financial data of the data center based on the basic model and / or advanced model to obtain the target query results.

[0105] In one embodiment, the first construction module 1302 is further configured to obtain definition information corresponding to at least one document fact table; extract data from each document fact table based on the definition information corresponding to each document fact table to obtain a document model corresponding to each document fact table.

[0106] In one embodiment, the second construction module 1303 is also used to obtain basic construction information; the basic construction information includes dimension data and measurement data; according to the basic construction information, the document model corresponding to the basic construction information is selected as the target document model; the dimension corresponding to the dimension data in the target document model is selected as the dimension of the basic model, and the measurement corresponding to the measurement data in the target document model is selected as the measurement of the basic model, thereby constructing the corresponding basic model.

[0107] In one embodiment, the data query module 1304 is also used to extract the financial data in the data center according to the dimensions and metrics corresponding to the basic model, obtain the extracted financial data, and generate target query results based on the extracted financial data; and / or, extract the financial data in the data center according to the dimensions and metrics corresponding to the advanced model, obtain the extracted financial data, and generate target query results based on the extracted financial data.

[0108] In one embodiment, the data query module 1304 queries the data middle platform according to multiple basic models and / or advanced models to obtain initial query results corresponding to the multiple basic models and / or advanced models respectively; selects one of the multiple basic models and / or advanced models as the target benchmark model; matches the initial query results corresponding to multiple other models according to the initial query result corresponding to the target benchmark model to obtain data matching results; the other models are models other than the target benchmark model in the multiple basic models and / or advanced models; and obtains the target query result according to the initial query result corresponding to the target benchmark model and the data matching result.

[0109] In one embodiment, the financial data-based modeling apparatus 1300 further includes a data updating module:

[0110] The data update module is used to extract the financial data in the data center at each preset time period based on the dimensions and metrics corresponding to the basic model, obtain updated financial data, and update the target query results based on the updated financial data; and / or, to extract the financial data in the data center at each preset time period based on the dimensions and metrics corresponding to the advanced model, obtain updated financial data, and update the target query results based on the updated financial data.

[0111] In one embodiment, the financial data-based modeling apparatus 1300 further includes a relationship acquisition module and a relationship rendering module:

[0112] The relationship acquisition module is used to obtain model construction relationships; model construction relationships include the construction relationships between document models, basic models, and advanced models;

[0113] The relationship rendering module builds a relationship table based on the model, renders and displays the model relationship graph.

[0114] See also Figure 14 , Figure 14 This is a schematic diagram of the structure of an electronic device disclosed in an embodiment of the present application. Figure 14 As shown, the electronic device 1400 may include:

[0115] A memory 1401 storing executable program code;

[0116] a processor 1402 coupled to the memory 1401;

[0117] The processor 1402 calls the executable program code stored in the memory 1401 to execute any one of the financial data-based modeling methods disclosed in the embodiments of the present application.

[0118] An embodiment of the present application discloses a computer-readable storage medium storing a computer program, wherein when the computer program is executed by the processor, the processor implements any one of the financial data-based modeling methods disclosed in the embodiment of the present application.

[0119] The embodiments of the present application disclose a computer program product, including a computer program, and the computer program can be executed by a processor to implement the methods described in the above embodiments.

[0120] It should be understood that the references to "one embodiment" or "an embodiment" throughout the specification mean that the specific features, structures, or characteristics associated with the embodiment are included in at least one embodiment of the present application. Therefore, the references to "in one embodiment" or "in an embodiment" throughout the specification do not necessarily refer to the same embodiment. In addition, these specific features, structures, or characteristics may be combined in any suitable manner in one or more embodiments. Those skilled in the art should also be aware that the embodiments described in the specification are all optional embodiments, and the actions and modules involved are not necessarily required for the present application.

[0121] In the various embodiments of the present application, it should be understood that the size of the serial numbers of the above-mentioned processes does not necessarily mean the order of execution. The order of execution of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments of the present application.

[0122] The units described above as separate components may or may not be physically separate, and the components shown as units may or may not be physical units, i.e., they may be located in one place or distributed across multiple network units. Some or all of these units may be selected based on actual needs to achieve the objectives of this embodiment.

[0123] In addition, the functional units in the embodiments of the present application may be integrated into a single processing unit, or each unit may exist physically separately, or two or more units may be integrated into a single unit. The aforementioned integrated units may be implemented in the form of hardware or software functional units.

[0124] If the above-mentioned integrated 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-accessible memory. Based on this understanding, the technical solution of the present application, or the part that contributes to the prior art, or all or part of the technical solution, can be embodied in the form of a software product. The computer software product is stored in a memory and includes several requests for a computer device (which can be a personal computer, server or network device, etc., specifically a processor in a computer device) to execute some or all of the steps of the above-mentioned methods of various embodiments of the present application.

[0125] Those skilled in the art will appreciate that all or part of the steps in the various methods of the above embodiments can be completed by a program instructing related hardware. The program can be stored in a computer-readable storage medium, and the storage medium includes a read-only memory (ROM), a random access memory (RAM), a programmable read-only memory (PROM), an erasable programmable read-only memory (EPROM), a one-time programmable read-only memory (OTPROM), an electronically erasable programmable read-only memory (EEPROM), a compact disc read-only memory (CD-ROM) or other optical disc storage, magnetic disk storage, magnetic tape storage, or any other computer-readable medium capable of carrying or storing data.

[0126] The above is a detailed introduction to a modeling method, device, electronic device, and storage medium based on financial data disclosed in the embodiments of this application. Specific examples are used herein to illustrate the principles and implementation methods of this application. The description of the above embodiments is only used to help understand the method and core ideas of this application. At the same time, for those skilled in the art, according to the ideas of this application, there will be changes in the specific implementation methods and application scopes. In summary, the contents of this specification should not be understood as limiting this application.

Claims

1. A modeling method based on financial data, characterized in that: Applied to an electronic device, the electronic device is communicatively connected to a data center, and the method includes: Obtain at least one document fact table in the data center; Constructing a document model corresponding to each document fact table according to the at least one document fact table; According to the document model, a corresponding basic model is constructed; According to the model splicing rules, multiple document models or basic models are spliced to obtain the corresponding advanced model, and based on the basic model and / or the advanced model, the financial data of the data center is queried to obtain the target query results.

2. The modeling method based on financial data according to claim 1, characterized in that: The step of constructing a document model corresponding to each document fact table according to the at least one document fact table includes: Obtaining definition information corresponding to the at least one document fact table; According to the definition information corresponding to each document fact table, data is extracted from each document fact table to obtain the document model corresponding to each document fact table.

3. The modeling method based on financial data according to claim 1, characterized in that: The step of constructing a corresponding basic model based on the document model includes: Obtaining basic construction information; the basic construction information includes dimension data and measurement data; According to the basic construction information, selecting a document model corresponding to the basic construction information as a target document model; Dimensions corresponding to the dimensional data in the target document model are selected as dimensions of the basic model, and metrics corresponding to the metric data in the target document model are selected as metrics of the basic model, thereby constructing a corresponding basic model.

4. The modeling method based on financial data according to any one of claims 1 to 3, characterized in that: The basic model and the advanced model both contain corresponding dimensions and metrics; the financial data of the data center is queried based on the basic model and / or the advanced model to obtain target query results, including: Extracting the financial data in the data center according to the dimensions and metrics corresponding to the basic model to obtain the extracted financial data, and generating the target query result based on the extracted financial data; And / or, based on the dimensions and metrics corresponding to the advanced model, data extraction is performed on the financial data in the data center to obtain the extracted financial data, and the target query result is generated based on the extracted financial data.

5. The modeling method based on financial data according to any one of claims 1 to 3, characterized in that: The querying of the financial data of the data center platform according to the basic model and / or the advanced model to obtain target query results includes: Perform a query on the data platform according to the multiple basic models and / or the advanced models to obtain initial query results corresponding to the multiple basic models and / or the advanced models respectively; Selecting one of the plurality of basic models and / or advanced models as a target benchmark model; According to the initial query result corresponding to the target benchmark model, the initial query results corresponding to multiple other models are matched to obtain data matching results; the other models are models other than the target benchmark model in the multiple basic models and / or the advanced models. A target query result is obtained according to the initial query result corresponding to the target benchmark model and the data matching result.

6. The modeling method based on financial data according to claim 1, characterized in that: After querying the financial data of the data center platform according to the basic model and / or the advanced model to obtain a target query result, the method further includes: Extracting the financial data in the data center at predetermined intervals according to the dimensions and metrics corresponding to the basic model to obtain updated financial data, and updating the target query result based on the updated financial data; And / or, according to the dimensions and metrics corresponding to the advanced model, the financial data in the data center is extracted at preset time intervals to obtain updated financial data, and the target query result is updated based on the updated financial data.

7. The modeling method based on financial data according to claim 1, characterized in that: After the plurality of document models or basic models are spliced together to obtain a corresponding advanced model, the method further includes: Acquire a model construction relationship; the model construction relationship includes a construction relationship between the document model, the basic model, and the advanced model; Relationships are constructed based on the model, and a model relationship graph is rendered and displayed.

8. A modeling device based on financial data, characterized in that: Applied to an electronic device, the electronic device is communicatively connected to a data center, and the device includes: A data acquisition module, configured to acquire at least one document fact table in the data center; A first construction module is configured to construct a document model corresponding to each document fact table according to the at least one document fact table; A second construction module is used to construct a corresponding basic model according to the document model; The data query module is used to splice multiple document models or basic models according to the model splicing rules to obtain the corresponding advanced model, and to query the financial data of the data center based on the basic model and / or the advanced model to obtain the target query results.

9. An electronic device, characterized in that: It comprises a memory and a processor, wherein the memory stores a computer program, and when the computer program is executed by the processor, the processor implements the modeling method based on financial data as described in any one of claims 1 to 7.

10. A storage medium storing a program executable by a processor, characterized in that: The processor-executable program is used to execute the financial data-based modeling method according to any one of claims 1 to 7 when executed by the processor.

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