Report generation method for realizing dynamic measurement and calculation of financial decision analysis indexes

Abstract

The invention provides a report generation method for realizing dynamic measurement and calculation of financial decision analysis indexes, and relates to the technical field of text generation. The method comprises the following steps: acquiring price data of various materials in a mode of cooperation of an intelligent decision-making layer and an execution layer, and measuring and calculating the price data of various materials based on a preset financial decision-making analysis index measuring and calculating model to obtain financial decision-making analysis indexes; performing statistical analysis and text organization processing on the financial decision analysis indexes based on a preset analysis report model, and generating an initial financial data analysis report online; and in response to cooperative operation actions of a plurality of users on the initial financial data analysis report, generating a financial data analysis report. According to the method provided by the embodiment of the invention, the financial data analysis report containing the financial decision analysis indexes can be efficiently generated, and the real-time performance and the accuracy of the report content in the report are ensured.

Description

Technical Field

[0001] The present invention relates to the technical field of text generation, and in particular to a report generation method for dynamically calculating financial decision analysis indicators. Background Art

[0002] Financial decision analysis indicators, such as a product's contribution margin, are particularly important for financial analysis decisions. Generating financial data analysis reports that include these indicators allows users to make efficient and reasonable financial analysis decisions by reading these reports.

[0003] The existing method of generating financial data analysis reports requires manual search and excerpting of information from market analysis reports published on the Internet in advance, and relies on manual recording of various material price data for the generated products (such as Excel tables exported from Internet business information websites and ERP systems). This has problems such as data lag, duplication of work, prone to errors, and low efficiency. Moreover, the above-mentioned material price data often changes in real time. In order to accurately obtain real-time data, manual data updates are required through tools (such as Excel and traditional BI software) to ensure the real-time and accuracy of the calculation of financial decision-making analysis indicators.

[0004] In addition, after generating a financial data analysis report, if multiple users modify the report content, each user modifies the report content independently. There is a situation where after the first user modifies a certain editing item, the second user modifies the editing item again, and the first user is unaware of the second modification of the editing item by the second user, resulting in poor coordination of user collaborative operations. The above-mentioned problems lead to inefficient generation of financial data analysis reports, and low real-time and accuracy. Summary of the Invention

[0005] In response to the problems in the prior art, an embodiment of the present invention provides a report generation method for dynamically measuring financial decision analysis indicators, which can at least partially solve the problems in the prior art.

[0006] In one aspect, the present invention provides a report generation method for dynamically calculating financial decision analysis indicators, comprising:

[0007] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0008] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0009] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0010] The intelligent decision-making layer includes an AI agent, and the execution layer includes RPA. Accordingly, the acquisition of various material price data through the collaboration between the intelligent decision-making layer and the execution layer includes:

[0011] Analyzing user input instructions based on the AI Agent to obtain data collection process description information;

[0012] The RPA is controlled to construct an execution script according to the data collection process description information, so that the RPA obtains various material price data by executing the execution script.

[0013] The statistical analysis and text organization processing of the financial decision analysis indicators based on the preset analysis report model includes:

[0014] Establishing a mapping relationship between report elements and underlying data of the financial decision analysis indicators based on the preset analysis report model;

[0015] Generate various report elements according to the mapping relationship and the statistical data information of the underlying data;

[0016] Organize the text for each report element.

[0017] The text organization processing of each report element includes:

[0018] Structuring the various report elements;

[0019] Formatting the organized report elements;

[0020] Reorganize the content of each report element after format adjustment;

[0021] Logically process each report element after content reorganization to obtain the initial financial data analysis report.

[0022] The step of generating a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report includes:

[0023] During the collaborative operation on the initial financial data analysis report, if it is detected that at least two users are operating on the same editing item at the same time, identity information of the at least two users is displayed;

[0024] The operation priorities of at least two users are determined according to at least two pieces of identity information, and the at least two users are controlled to operate on the same editing item in sequence according to the operation priorities.

[0025] The step of generating a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report further includes:

[0026] During the collaborative operation of the initial financial data analysis report, recording operation record information for each edit item; the operation record information includes the operation type, operation time, and identity information of the user who performed the operation;

[0027] If it is determined that all users have completed the collaborative operation on the initial financial data analysis report, then obtaining a set of operation record information of all users corresponding to each editing item;

[0028] Generate corresponding messages between identity information and operation types in order from the latest operation time of the operation record information set, and publish the corresponding messages to all users who participated in the corresponding editing item operation;

[0029] If no feedback message is received for the corresponding message within a preset time period, a financial data analysis report is generated.

[0030] In another aspect, an embodiment of the present invention provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the following method is implemented:

[0031] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0032] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0033] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0034] An embodiment of the present invention provides a computer-readable storage medium, including:

[0035] The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the following method is implemented:

[0036] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0037] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0038] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0039] An embodiment of the present invention further provides a computer program product, comprising a computer program. When the computer program is executed by a processor, the computer program implements the following method:

[0040] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0041] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0042] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0043] The report generation method for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention obtains various types of material price data through the collaboration of the intelligent decision layer and the execution layer, and calculates various types of material price data based on a preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; performs statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generates an initial financial data analysis report online; generates a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report, and can efficiently generate a financial data analysis report containing financial decision analysis indicators, and ensure the real-time and accuracy of the report content in the report. BRIEF DESCRIPTION OF THE DRAWINGS

[0044] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following briefly introduces the drawings required for the embodiments or the description of the prior art. Obviously, the drawings described below are only some embodiments of the present invention. For those skilled in the art, other drawings can be obtained based on these drawings without creative work. In the drawings:

[0045] Figure 1 The present invention provides a flowchart of a report generation method for dynamically calculating financial decision analysis indicators.

[0046] Figure 2 It is a structural diagram of a report generation device for dynamically calculating financial decision analysis indicators provided by an embodiment of the present invention.

[0047] Figure 3 A schematic diagram of the physical structure of a computer device provided in an embodiment of the present invention. DETAILED DESCRIPTION

[0048] To make the purpose, technical solutions and advantages of the embodiments of the present invention more clear, the embodiments of the present invention are further described in detail below with reference to the accompanying drawings. Here, the illustrative embodiments of the present invention and their descriptions are used to explain the present invention, but are not intended to limit the present invention. It should be noted that, unless there is a conflict, the embodiments and features in the embodiments of this application can be combined with each other in any manner.

[0049] Figure 1 FIG. 1 is a flow chart of a report generation method for dynamically calculating financial decision analysis indicators provided by an embodiment of the present invention. Figure 1 As shown, the report generation method for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention includes:

[0050] Step S1: Acquire various material price data through the collaboration of the intelligent decision-making layer and the execution layer, and calculate various material price data based on the preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators.

[0051] Step S2: Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online.

[0052] Step S3: generating a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report.

[0053] In the above step S1, the device obtains various material price data by coordinating the intelligent decision-making layer and the execution layer, and calculates the various material price data based on the preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators. The device can be a computer device that executes this method. The acquisition, storage, use, and processing of data in the technical solution of this application comply with relevant regulations. The intelligent decision-making layer includes an AI Agent, and the execution layer includes an RPA; accordingly, the acquisition of various material price data by coordinating the intelligent decision-making layer and the execution layer includes:

[0054] Based on the AI Agent, the user input instructions are analyzed to obtain data collection process description information; the user input instructions can represent user needs, and the AI Agent understands the user needs through natural language and automatically generates data collection process description information including elements such as data source location, collection frequency, and storage path.

[0055] The RPA is controlled to construct an execution script based on the data collection process description information, so that the RPA obtains various material price data by executing the execution script. The RPA quickly constructs the execution script based on the data collection process description information and executes the execution script to automatically collect various material price data.

[0056] The AI agent, as the decision-making hub, handles complex decisions such as identifying unstructured data sources (such as locating tables in PDFs / scanned documents) and predicting data quality. RPA is responsible for executing specific operations, including:

[0057] Multi-system login authentication, web page / database data capture and file download and format conversion, etc.

[0058] RPA automatically logs into ERP, CRM and other systems to export data files, and AI Agent simultaneously parses unstructured data in email attachments and IM chat records to achieve omni-channel data collection.

[0059] The AI Agent continuously monitors events such as target web page revisions and API interface changes, updates the XPath locator or interface call rules in real time, and drives RPA to adjust its crawling strategy.

[0060] AI agents implement dynamic risk assessments to automatically adjust the data access permissions of RPA robots. For example, when collecting financial data, multi-factor authentication can be enabled based on the security level of the operating environment.

[0061] By leveraging the cognitive decision-making capabilities of AI agents, we can overcome the constraints of RPA regulations. Furthermore, we leverage RPA's high-precision operations to ensure reliable execution, creating a closed-loop automation system from data perception to data collection and implementation. During actual deployment, we must pay special attention to risk control points such as interface security encryption and data privacy protection.

[0062] RPA robots excel at processing structured data, but face significant challenges in handling unstructured data. They lack the ability to understand complex information like natural language and images, and are unable to intelligently identify valid information in text or images like humans. Therefore, by combining RPA with AI agents, the agents act as the "brain" to provide human cognitive understanding and reasoning capabilities, while RPA components act as the "hands and feet" to complete the interactive tasks required by the system. This enables the automated collection of multi-source, heterogeneous data and establishes an intelligent, full-process automation paradigm from data collection to report generation.

[0063] The preset financial decision analysis indicator calculation model is specifically a marginal contribution calculation model. You can input various material price data into the preset financial decision analysis indicator calculation model, and the preset financial decision analysis indicator calculation model outputs the calculation results, namely the financial decision analysis indicators. Taking the marginal contribution calculation as an example, the following is an explanation:

[0064] (1) Calculate the product's direct material costs, direct auxiliary material costs, direct fuel costs, direct power costs, direct catalyst amortization, and environmental protection expenses. Add these cost items together, then subtract the cost of by-products from the product output to arrive at the total cost of the product. The cost of each item = the unit price of the item × the amount of input (by-products are the output).

[0065] (2) Add the products of the output to get the total product. Product product = product output × product cost coefficient.

[0066] (3) Divide the total cost of the product by the total product number to obtain the unit production cost of the product.

[0067] (4) Multiply the unit production cost of the product by the product’s cost coefficient to obtain the unit cost of the product.

[0068] (5) Subtract the unit cost of the product from the sales price to obtain the marginal contribution of the product.

[0069] In the above step S2, the device performs statistical analysis and text organization processing on the financial decision analysis indicators based on the preset analysis report model, and generates an initial financial data analysis report online. The statistical analysis and text organization processing on the financial decision analysis indicators based on the preset analysis report model includes:

[0070] A mapping relationship is established between report elements and the underlying data of the financial decision analysis indicators based on the preset analysis report model; the report elements include chart data, report text, etc. The underlying data of the financial decision analysis indicators may include the total cost amount of the above-mentioned products and the product number of the products.

[0071] Various report elements are generated based on the mapping relationship and the statistical data information of the underlying data; the statistical data information can be, for example, the average value of the total cost amount of a certain product each week, and accordingly, various report elements can be a line chart of the changing trend of the average value of the total cost amount of a certain product each week.

[0072] Organize the text of each report element. Organize the text of each report element, including:

[0073] Structuring the report elements; this can include linear text: plain text arranged in sequence (such as a .txt file).

[0074] Structural organization can also include classification by typesetting format: simple text (no formatting) and rich text (including markup language, such as .docx, .html).

[0075] Structural organization can also include classification based on content organization method: linear text and hypertext, the latter of which can establish hierarchical relationships through tables of contents and chapter titles.

[0076] Formatting the organized report elements; specifically:

[0077] Text and paragraph formatting:

[0078] Basic settings such as font, font size, color, character spacing, etc.

[0079] Paragraph alignment, indentation, line spacing adjustment, as well as page margins, columns and other layout designs.

[0080] Page Specifications:

[0081] Add header / footer, page format (such as margins, header height).

[0082] Official documents must follow specific formatting standards, such as title fonts, text line spacing, etc.

[0083] Reorganize the report elements after the format adjustment, including:

[0084] Basic editing operations:

[0085] Add, delete, and modify text, and support copy, paste, and undo / redo functions.

[0086] Merge or split text paragraphs and adjust the order of content.

[0087] Batch processing:

[0088] Find and replace specific words, supporting regular expression matching.

[0089] Text trimming (delete spaces), padding (add characters), inversion, and other operations.

[0090] Logically process the reorganized report elements to obtain the initial financial data analysis report, including:

[0091] Hyperlinks and navigation design:

[0092] Insert link sources to point to other text or web page fragments to achieve information jump.

[0093] Supports navigation functions such as back and forward to optimize the user interaction experience.

[0094] Data augmentation and normalization:

[0095] Text augmentation (such as synonym replacement) and named entity recognition (such as name and place name labeling).

[0096] Standardization processing, such as unifying date formats and unit symbols, etc. The calculated data is statistically analyzed and organized into text according to the preset analysis report model, and ultimately an initial financial data analysis report rich in data charts, market conditions, forecasts and suggestions is generated.

[0097] In step S3, the device generates a financial data analysis report in response to the collaborative operation of multiple users on the initial financial data analysis report. The initial financial data analysis report can be understood as a financial data analysis report that has not been confirmed by user coordinated operations.

[0098] It supports multiple people to edit the initial financial data analysis report online at the same time, and uses the WebSocket protocol to broadcast user operations. Other user interfaces can automatically synchronize and update content within 300ms.

[0099] After generating the financial data analysis report, the financial data analysis report can also be published to users with browsing permissions.

[0100] The generating of the financial data analysis report in response to the collaborative operation performed by the multiple users on the initial financial data analysis report includes:

[0101] During the collaborative operation of the initial financial data analysis report, if it is detected that at least two users are simultaneously operating on the same edit item, the identity information of the at least two users is displayed; the identity information may include the user names and the user's position information. By displaying the identity information of the at least two users, these users can know the identity information of the other users operating the same edit item, facilitating communication between the users to resolve issues regarding the same edit item.

[0102] The operation priority of at least two users is determined based on at least two pieces of identity information, and the at least two users are controlled to operate on the same editing item in sequence according to the operation priority. Take two users and the identity information is the user's position information as an example, for example, the position information of user A is accountant, and the position information of user B is financial director. The position level of accountant is lower than the position information of financial director, then the operation priority of user A is higher than that of user B, then user A is enabled to operate on the same editing item first, at this time the permission of user B to operate on the same editing item is prohibited, after user A completes the operation on the same editing item, the prohibited permission of user B to operate on the same editing item is released, and then user B is enabled to operate on the same editing item. Through the operation priority, the user with a lower position can be controlled to operate on the same editing item before the user with a higher position, so that the user with a higher position can review the operation content of the user with a lower position. If there is a disagreement in the review opinions, instant communication can also be achieved through the aforementioned user names.

[0103] The generating of the financial data analysis report in response to the collaborative operation performed by the multiple users on the initial financial data analysis report further includes:

[0104] During the collaborative operation on the initial financial data analysis report, operation log information for each edit item is recorded; this operation log information includes the operation type, operation time, and the identity information of the user performing the operation. Operation types may include confirmation, adding data, modifying data, and deleting data. In addition to the above-mentioned users A and B, user C can also be added, whose identity information is the company's general manager. For example, for edit item x, user A modified the text at 10:00, user C also modified the text at 10:02, and user B deleted some text at 10:03.

[0105] If it is determined that all users have completed the collaborative operation on the initial financial data analysis report, then the operation record information set of all users corresponding to each edit item is obtained; referring to the description of edit item x above, if all users have completed the operation on the edit item in the initial financial data analysis report, taking edit item x as an example, the operation record information set of all users corresponding to it is that user A modified text content S1 at 10:00, user C modified text content S2 at 10:02, and user B deleted part of text S3 at 10:03.

[0106] Generate corresponding messages between identity information and operation types in descending order of the operation time of the operation record information set, and publish the corresponding messages to all users who participated in the corresponding editing operation; referring to the above description, the corresponding messages between identity information and operation types are generated in the following order:

[0107] User B's name and job title information - some text S3 deleted;

[0108] User C's name and job title information - modified text content S2;

[0109] User A's name and job title information - text content S1 modified.

[0110] User A, user B, and user C can determine the operation record of the content of the edit item x by browsing the content of the current edit item x, that is, the content of the edit item x that has been finally modified, and combining the operation actions and user identity information in the order from the nearest to the current time. This allows the previous user to know the operation type and user identity information of the subsequent user after their operation on the edit item. If there is a difference of opinion, timely communication can be carried out, thereby realizing efficient collaborative operation of multiple users.

[0111] If no feedback is received for the corresponding message within a preset time period, a financial data analysis report is generated. The preset time period can be set according to actual circumstances. If no feedback is received for the corresponding message within the preset time period, it means that the first user believes that the operation performed by the second user after the user's operation on the edited item has no objection. The financial data analysis report generated at this point is a financial data analysis report that has been collaboratively agreed upon by multiple users.

[0112] The report generation method provided by the embodiment of the present invention realizes the dynamic measurement of financial decision analysis indicators. By combining RPA and AI Agent, the collected multi-source heterogeneous data is written into the measurement model. According to the provided standard cost library model, the unit consumption required for the product under different seasons and different loads is obtained, and the production cost of producing a certain product is calculated. Then, the unit cost is obtained by dividing the output and the cost coefficient. The unit marginal contribution is obtained by calculating the difference between the tax-free price of the product and the unit cost. The calculated results are saved in the database, allowing users to compare the changing trends of prices and marginal contributions on different dates at any time. Then, the corresponding market conditions, marginal contributions, measurement data analysis and optimization suggestions are generated for each product in the report. The previous disadvantages of manually searching and copying data and repeatedly analyzing and comparing data are eliminated, solving the efficiency problem of the entire link from data to decision-making for enterprises.

[0113] The report generation method for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention has the following main functions:

[0114] Full-link automation: The combination of RPA and AI Agent solves the problem of multi-source heterogeneous data collection and automates the entire process from data collection to report generation, eliminating the need for manual intervention and reducing human errors.

[0115] Dynamic collaborative decision-making: Supports multiple people to adjust report content online and calculate results simultaneously, improving cross-departmental collaboration efficiency.

[0116] Intelligent feedback loop: Any data modification can be updated at any time to ensure that the report conclusions are consistent with the latest business status.

[0117] The report generation method for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention has the following beneficial technical effects:

[0118] Efficiency improvement:

[0119] By automatically collecting multi-source heterogeneous data, the drawback of manual search and writing that was previously required has been resolved, greatly reducing the preparation work before reporting and improving efficiency by 90%.

[0120] Enhanced collaboration and real-time performance:

[0121] After a traditional analysis report is generated, it needs to be revised multiple times because each person is responsible for different sections. This invention uses the multi-person collaboration function, and the generated report does not need to be downloaded. It can be opened and edited online, greatly reducing the cost of cross-departmental communication.

[0122] Improved decision-making accuracy:

[0123] Automatically mark risky products (e.g., products with a contribution margin less than 0) and provide reasons and optimization suggestions to help companies stop losses in a timely manner. It can also predict future price trends based on historical data, helping companies accurately locate high-value markets and improve profit margins.

[0124] The report generation method for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention obtains various types of material price data through the collaboration of the intelligent decision layer and the execution layer, and calculates various types of material price data based on a preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; performs statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generates an initial financial data analysis report online; generates a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report, and can efficiently generate a financial data analysis report containing financial decision analysis indicators, and ensure the real-time and accuracy of the report content in the report.

[0125] Furthermore, the intelligent decision-making layer includes an AI agent, and the execution layer includes an RPA. Accordingly, the acquisition of various material price data through the collaboration between the intelligent decision-making layer and the execution layer includes:

[0126] The AI Agent analyzes the user input instructions to obtain data collection process description information; please refer to the above embodiment for description and will not repeat them here.

[0127] The RPA is controlled to construct an execution script according to the data collection process description information, so that the RPA obtains various material price data by executing the execution script. This can be explained with reference to the above embodiment and will not be repeated here.

[0128] Furthermore, the statistical analysis and text organization processing of the financial decision analysis indicators based on the preset analysis report model includes:

[0129] A mapping relationship between report elements and underlying data of the financial decision analysis indicators is established based on the preset analysis report model; this can be described with reference to the above embodiment and will not be repeated here.

[0130] Various report elements are generated according to the mapping relationship and the statistical data information of the underlying data; the description can be made with reference to the above embodiment and will not be repeated here.

[0131] The text organization and processing of each report element can be referred to the above embodiment and will not be described in detail.

[0132] Furthermore, the text organization processing of each report element includes:

[0133] The report elements are structurally organized; please refer to the above embodiment for description and no further details will be given.

[0134] The format of each report element after structural organization is adjusted; please refer to the above embodiment for description, which will not be repeated here.

[0135] The report elements after the format adjustment are reorganized; please refer to the above embodiment for description, which will not be repeated here.

[0136] The report elements after the content reorganization are logically processed to obtain the initial financial data analysis report.

[0137] Furthermore, generating a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report includes:

[0138] During the collaborative operation on the initial financial data analysis report, if it is detected that at least two users are operating on the same editing item at the same time, the identity information of the at least two users is displayed; please refer to the above embodiment for description and no further details will be given.

[0139] The operation priorities of at least two users are determined based on at least two pieces of identity information, and the at least two users are controlled to operate the same edit item in sequence according to the operation priorities.

[0140] Furthermore, the generating of the financial data analysis report in response to the collaborative operation actions performed by multiple users on the initial financial data analysis report further includes:

[0141] During the collaborative operation of the initial financial data analysis report, the operation record information of each editing item is recorded; the operation record information includes the operation type, operation time and identity information of the user performing the operation; please refer to the above embodiment for description and will not be repeated here.

[0142] If it is determined that all users have completed the collaborative operation on the initial financial data analysis report, then a set of operation record information of all users corresponding to each editing item is obtained; the above embodiment can be referred to for description and will not be repeated here.

[0143] Corresponding messages between identity information and operation type are generated in order from the last to the first operation time of the operation record information set, and the corresponding messages are published to all users who participate in the corresponding editing item operation; please refer to the above embodiment for description and no further details will be given.

[0144] If no feedback message is received for the corresponding message within the preset time period, a financial data analysis report is generated.

[0145] Figure 2 FIG. 1 is a schematic diagram of a report generating device for dynamically calculating financial decision analysis indicators provided by an embodiment of the present invention. Figure 2 As shown, the report generation device for dynamically calculating financial decision analysis indicators provided by the embodiment of the present invention includes an acquisition unit 201, a processing unit 202, and a generation unit 203, wherein:

[0146] The acquisition unit 201 is used to obtain various types of material price data through the coordination of the intelligent decision layer and the execution layer, and calculate the various types of material price data based on the preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; the processing unit 202 is used to perform statistical analysis and text organization processing on the financial decision analysis indicators based on the preset analysis report model, and generate an initial financial data analysis report online; the generation unit 203 is used to respond to the collaborative operation actions performed by multiple users on the initial financial data analysis report, and generate a financial data analysis report.

[0147] Specifically, the acquisition unit 201 in the device is used to obtain various types of material price data through the coordination of the intelligent decision-making layer and the execution layer, and calculate the various types of material price data based on the preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; the processing unit 202 is used to perform statistical analysis and text organization processing on the financial decision analysis indicators based on the preset analysis report model, and generate an initial financial data analysis report online; the generation unit 203 is used to respond to the collaborative operation actions performed by multiple users on the initial financial data analysis report, and generate a financial data analysis report.

[0148] The report generation device for dynamically calculating financial decision analysis indicators provided by an embodiment of the present invention obtains various types of material price data through the collaboration of an intelligent decision layer and an execution layer, and calculates various types of material price data based on a preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; performs statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generates an initial financial data analysis report online; generates a financial data analysis report in response to collaborative operations performed by multiple users on the initial financial data analysis report, and can efficiently generate a financial data analysis report containing financial decision analysis indicators, and ensure the real-time and accuracy of the report content.

[0149] The embodiment of the present invention provides an embodiment of a report generation device for dynamically measuring financial decision analysis indicators, which can be specifically used to execute the processing flow of the above-mentioned method embodiments. Its functions are not repeated here, and reference can be made to the detailed description of the above-mentioned method embodiments.

[0150] Figure 3 A schematic diagram of the physical structure of a computer device provided in an embodiment of the present invention is shown in FIG. Figure 3 As shown, the computer device includes: a memory 301, a processor 302, and a computer program stored in the memory 301 and executable on the processor 302. When the processor 302 executes the computer program, the following method is implemented:

[0151] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0152] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0153] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0154] This embodiment discloses a computer program product, which includes a computer program. When the computer program is executed by a processor, the following method is implemented:

[0155] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0156] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0157] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0158] This embodiment provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program. When the computer program is executed by a processor, the following method is implemented:

[0159] Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators;

[0160] Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online;

[0161] In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

[0162] Compared with the technical solutions in the prior art, the embodiments of the present invention provide a report generation method for dynamically calculating financial decision analysis indicators. Various types of material price data are obtained through the collaboration of an intelligent decision layer and an execution layer, and various types of material price data are calculated based on a preset financial decision analysis indicator calculation model to obtain financial decision analysis indicators; statistical analysis and text organization processing are performed on the financial decision analysis indicators based on a preset analysis report model to generate an initial financial data analysis report online; a financial data analysis report is generated in response to collaborative operations performed by multiple users on the initial financial data analysis report, and a financial data analysis report containing financial decision analysis indicators can be efficiently generated, and the real-time and accuracy of the report content in the report can be guaranteed.

[0163] It will be understood by those skilled in the art that embodiments of the present invention may be provided as methods, systems, or computer program products. Thus, the present invention may take the form of an entirely hardware embodiment, an entirely software embodiment, or an embodiment combining software and hardware. Furthermore, the present invention may take the form of a computer program product implemented on one or more computer-usable storage media (including but not limited to magnetic disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.

[0164] The present invention is described with reference to flowcharts and / or block diagrams of methods, devices (systems), and computer program products according to embodiments of the present invention. It should be understood that each process and / or block in the flowcharts and / or block diagrams, as well as combinations of processes and / or blocks in the flowcharts and / or block diagrams, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing device to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing device generate instructions for implementing the processes in the flowcharts and / or block diagrams. Figure 1 a process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.

[0165] These computer program instructions may also be stored in a computer readable memory that can direct a computer or other programmable data processing device to work in a specific manner, so that the instructions stored in the computer readable memory produce an article of manufacture comprising an instruction device, which implements the process Figure 1 a process or multiple processes and / or boxes Figure 1 The function specified in one or more boxes.

[0166] These computer program instructions can also be loaded onto a computer or other programmable data processing device so that a series of operational steps are executed on the computer or other programmable device to produce a computer-implemented process, thereby providing the instructions executed on the computer or other programmable device for implementing the process. Figure 1 a process or multiple processes and / or boxes Figure 1 A step that specifies a function in one or more boxes.

[0167] Throughout this specification, reference to terms such as "one embodiment," "a specific embodiment," "some embodiments," "for example," "example," "specific example," or "some examples" means that the specific features, structures, materials, or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present invention. In this specification, schematic representations of the above terms do not necessarily refer to the same embodiment or example. Furthermore, the specific features, structures, materials, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.

[0168] The specific embodiments described above further illustrate the objectives, technical solutions and beneficial effects of the present invention in detail. It should be understood that the above description is only a specific embodiment of the present invention and is not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the scope of protection of the present invention.

Claims

1. A report generation method for dynamically calculating financial decision analysis indicators, characterized in that: include: Through the collaboration between the intelligent decision-making layer and the execution layer, various material price data are obtained, and based on the preset financial decision analysis indicator calculation model, various material price data are calculated to obtain financial decision analysis indicators; Perform statistical analysis and text organization processing on the financial decision analysis indicators based on a preset analysis report model, and generate an initial financial data analysis report online; In response to collaborative operations performed by multiple users on the initial financial data analysis report, a financial data analysis report is generated.

2. The report generation method for realizing dynamic measurement of financial decision analysis indicators according to claim 1, characterized in that: The intelligent decision-making layer includes an AI agent, and the execution layer includes an RPA. Accordingly, the acquisition of various material price data through the coordinated operation of the intelligent decision-making layer and the execution layer includes: Analyzing user input instructions based on the AI Agent to obtain data collection process description information; The RPA is controlled to construct an execution script according to the data collection process description information, so that the RPA obtains various material price data by executing the execution script.

3. The report generation method for realizing dynamic measurement of financial decision analysis indicators according to claim 1, characterized in that: The statistical analysis and text organization processing of the financial decision analysis indicators based on the preset analysis report model includes: Establishing a mapping relationship between report elements and underlying data of the financial decision analysis indicators based on the preset analysis report model; Generate various report elements according to the mapping relationship and the statistical data information of the underlying data; Organize the text for each report element.

4. The report generation method for dynamically calculating financial decision analysis indicators according to claim 3, characterized in that: The text organization of each report element includes: Structuring the various report elements; Formatting the organized report elements; Reorganize the content of each report element after format adjustment; Logically process each report element after content reorganization to obtain the initial financial data analysis report.

5. The report generation method for dynamically calculating financial decision analysis indicators according to any one of claims 1 to 4, characterized in that: The generating of the financial data analysis report in response to the collaborative operation performed by the multiple users on the initial financial data analysis report includes: During the collaborative operation on the initial financial data analysis report, if it is detected that at least two users are operating on the same editing item at the same time, identity information of the at least two users is displayed; The operation priorities of at least two users are determined according to at least two pieces of identity information, and the at least two users are controlled to operate on the same editing item in sequence according to the operation priorities.

6. The report generation method for dynamically calculating financial decision analysis indicators according to claim 5, characterized in that: The generating of the financial data analysis report in response to the collaborative operation performed by the multiple users on the initial financial data analysis report further includes: During the collaborative operation of the initial financial data analysis report, recording operation record information for each edit item; the operation record information includes the operation type, operation time, and identity information of the user who performed the operation; If it is determined that all users have completed the collaborative operation on the initial financial data analysis report, then obtaining a set of operation record information of all users corresponding to each editing item; Generate corresponding messages between identity information and operation types in order from the latest operation time of the operation record information set, and publish the corresponding messages to all users who participated in the corresponding editing item operation; If no feedback message is received for the corresponding message within a preset time period, a financial data analysis report is generated.

7. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein: When the processor executes the computer program, the method according to any one of claims 1 to 6 is implemented.

8. A computer-readable storage medium, characterized in that The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 6 is implemented.

9. A computer program product, characterized in that The computer program product comprises a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 6 is implemented.

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