Product customization and configuration method and system based on product model and knowledge base
By automatically generating product configuration plans based on product models and knowledge bases, the problems of high cross-departmental collaboration costs and single configuration functions in existing technologies are solved, enabling rapid response to customer needs and improved enterprise efficiency.
Patent Information
- Application Number
- CN202510822369.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-06-19
- Publication Date
- 2025-09-26
AI Technical Summary
Existing technologies have high cross-departmental collaboration costs during product configuration, information transmission is prone to errors, historical BOM data cannot be quickly reused, duplication of work is serious, and standardized configuration tools are lacking, resulting in slow response speeds. In addition, product configuration rules are limited in their use objects and have single functions, making it impossible to connect all links from product design to process design to manufacturing execution.
Through a method based on product models and knowledge bases, the product structure model and knowledge base are linked to build a product configuration model, receive customer demand parameters, automatically generate design material lists and process material lists, synchronously trigger drawing modifications and call the knowledge base, realize the automation and intelligence of product configuration data, and synchronize it to related software systems.
It enables rapid response to customer needs, improves the company's intelligent design and manufacturing capabilities, reduces manual workload, shortens business processing time, improves customer satisfaction, and meets the configuration needs of customized and complex products.
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Figure CN120707247A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a product customization and configuration method and system based on a product model and a knowledge base, and belongs to the field of intelligent manufacturing. Background Art
[0002] Under current market conditions, customer demands are increasingly showing a trend towards "small batches, multiple varieties, customization, and short delivery times." Upon receiving a customer's customization request, the company's sales department must coordinate with multiple departments, including design, technology, process, and procurement, to complete the following processes:
[0003]
[0004] Business process defects under existing technical conditions:
[0005] 1. The cost of cross-departmental collaboration is high and information transmission is prone to errors; 2. Historical BOM data cannot be quickly reused, resulting in serious duplication of work; 3. There is a lack of standardized configuration tools, reliance on manual experience, and slow response speed.
[0006] Therefore, a method for quickly configuring products is needed to provide rapid applications for enterprises. Product configuration is the process of selecting and combining products that meet specific needs from a series of optional components, functions or parameters based on customer needs and production requirements. Common configuration methods include strategies based on rules, cases, models, and knowledge graphs. Rule-based configuration quickly generates configuration solutions that meet specifications through preset conditions and logic; case-based configuration draws on historical successful solutions and adapts to new needs after adjustment; model-based configuration relies on mathematical or ontology models to achieve precise calculation and optimization; knowledge graph-based configuration uses the semantic reasoning ability of knowledge networks to achieve intelligent and associative product configuration. Enterprises can flexibly select or integrate multiple methods based on product characteristics, business scenarios, and data accumulation to improve configuration efficiency and accuracy and meet diverse market needs. However, the current traditional product configuration methods often cannot meet the needs of enterprises, which is mainly reflected in:
[0007] 1. Product configuration rules are limited in scope and can only meet the needs of some enterprise product configuration applications. As long as customer requirements become complex, they can only be solved offline through manual processes.
[0008] 2. The product configuration function is single and cannot connect all links from product design to process design and then to manufacturing execution.
[0009] In view of this, it is necessary to improve the existing product configuration methods and propose a set of big data-driven, versatile and functional modular intelligent configuration methods for complex products, so as to realize intelligent configuration of products based on big data and model rules, allowing enterprises to use existing knowledge bases to quickly produce new products and simultaneously generate design documents and process documents associated with the products, and synchronize them to the business end for execution, so as to improve R&D efficiency, operational efficiency and production efficiency, and improve customer satisfaction. Summary of the Invention
[0010] To overcome the shortcomings of the prior art, the present invention provides a product customization and configuration method based on a product model and a knowledge base. The technical solution of the present invention is:
[0011] A product customization and configuration method based on a product model and a knowledge base includes the following steps:
[0012] (a) Associating the product structure model of the target product series with the product knowledge base;
[0013] (b) Construct a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules;
[0014] (c) receiving customer demand parameters and generating a customized configuration solution through the product configuration model;
[0015] (d) automatically generating a design bill of materials and a process bill of materials based on the customized configuration scheme, and simultaneously triggering adaptive modification of associated drawings and call reuse of a product knowledge base;
[0016] (e) Perform cost accounting and output quotation data based on the generated design material list and process material list. After the quotation is approved, the product configuration data will be synchronously distributed to the product lifecycle management system, product data management system and enterprise resource planning system.
[0017] The step (a) is specifically:
[0018] a1. Set the product series name based on the company's existing product data; a2. Associate the product structure model corresponding to the product series; a3. Integrate product technology and process information, such as product attributes, bill of materials, product drawings and documents, manufacturing bill of materials, and process bill of materials; the product attributes mentioned above include product name, brand, specifications, model, material, color, and size.
[0019] Described step b is:
[0020] Step b1: Set the material property options of the product;
[0021] Step b2: Set the color attribute options of the product;
[0022] Step b3: Set the size attributes of the product;
[0023] Step b4: Set mandatory parts, where the mandatory parts are components that must be included in the product series.
[0024] Step b5: Set the optional parts of the product, where the optional parts are components that the user chooses to use or not use.
[0025] Step b6: Set the raw material attributes of the product, including the supplier and the specific attribute characteristic values of the raw materials; the attribute characteristic values of the raw materials are the specific specifications and models of the raw materials; the supplier of the raw materials is when configuring the product, and the specified product needs to specify the supplier of certain raw materials;
[0026] Step b7: Set the product's processing parameter attributes, including the name of the workpiece, processing object attributes, parameter units, and processing quantity;
[0027] Described step b3 is:
[0028] The product size specifies the size attributes of the components at each level that make up the product. By setting the coefficient relationship between the finished product size and its lower-level components, and between the size attribute values of the lower-level components, the user can determine the specific product size values of the components at each level in the BOM by setting the product size, and determine and generate the specification model information of the components at each level.
[0029] The coefficients between components are coefficients that have a multiplicative effect on the dimensional values of components with dimensional attributes that are in a hierarchical relationship within the same product BOM. For products with dimensional attributes, after the configuration rules are set and the product dimensional value is entered on the user's order side, the specific dimensional data of the sub-level specified dimensional parts is automatically calculated from top to bottom along the BOM hierarchy according to the rules, down to the raw materials used.
[0030] The calculation expression for the component size value to be calculated is: y(ij) = a(k)∑(b(x(km))); where i represents the position number of the current level component of each size component in the product BOM, j represents the size attribute name number of the current level component calculated at this level, k represents the position number of the upper level size component, and m represents the size attribute name number of the upper level size component.
[0031] y represents the dimension attribute value of the current level that needs to be solved and calculated, x represents the dimension attribute value that has been solved or inputted at the upper level, a is the coefficient of the sum of the dimension attribute values of the upper level that affects the size of the lower level component, and b is the coefficient of the dimension attribute value of x;
[0032] The position number is used to uniquely and accurately identify the position of each material or component in the product BOM.
[0033] Described step c is:
[0034] Step c1: Select the product name and product series, and determine the corresponding customization and configuration model;
[0035] Step c2: Select the color type of the component according to customer requirements;
[0036] Step c3: Select the material of the component;
[0037] Step c4: Enter the size value of the component;
[0038] Step c5: Select the supplier or attribute characteristic value of the raw material.
[0039] Described step d is:
[0040] Step d1: Pull the original semi-finished product graphics, documents, EBOM and PMBOM information of the new product to form the corresponding technical and process documents of the new product;
[0041] Step d2: Push the dimension parameters to the CAD system, automatically generate a 2D or 3D drawing of the new component and return the updated data.
[0042] Described step e is:
[0043] Step e1: Calculate the product cost based on the product structure and bill of materials in the product BOM and initiate a quotation request to the customer;
[0044] Step e2: After the quotation is approved, synchronize the product technology and process data to the PLM, PDM, CAPP and ERP software systems.
[0045] A customization and configuration system for a product customization and configuration method based on a product model and a knowledge base, comprising:
[0046] The product master structure definition unit is used to associate the product structure model of the target product series with the product knowledge base to configure the product hierarchy structure, component materials and process data;
[0047] The rule definition unit is used to build a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules, and implements rule configuration of color parts, material parts, size parts, mandatory parts, optional parts, and raw material attributes;
[0048] An order generation unit, configured to receive customer demand parameters and generate a customized configuration solution through the product configuration model;
[0049] A data integration unit is used to automatically generate a design bill of materials and a process bill of materials based on the customized configuration scheme, synchronously trigger the adaptive modification of related drawings and the call and reuse of the product knowledge base, and automatically pull EBOM, PMBOM and graphic document data;
[0050] The system synchronization unit is used to perform cost accounting and output quotation data based on the generated design material list and process material list. After the quotation is approved, the product configuration data is synchronously distributed to the product lifecycle management system, product data management system and enterprise resource planning system.
[0051] An electronic device comprises 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 for product customization and configuration based on a product model and a knowledge base is implemented.
[0052] A computer-readable storage medium stores a computer program, characterized in that when the program is executed by a processor, it implements the product customization and configuration method based on a product model and a knowledge base.
[0053] The advantages of the present invention are:
[0054] It can not only meet users' needs for customization (mainly for the customization of parts with variable dimensions and the selection of colors and materials, etc.), but also meet users' needs for configuration (mainly for the configuration requirements of mandatory and optional parts), and can automatically configure technical and process information for users (EBOM, PBOM, MBOM, two-dimensional and three-dimensional drawings, process procedures, etc.), and can synchronously update data to PLM (product lifecycle management), PDM (product data management), CAPP (computer-aided process design), ERP (enterprise resource planning) and other related software systems, greatly improving the company's intelligent design and intelligent manufacturing capabilities, and also improving the company's ability to reuse knowledge bases. It can meet the company's ability to quickly configure complex products, can quickly respond to customer needs, improve customer satisfaction, and through intelligent and automated data processing, it can eliminate or greatly reduce the workload of technology, engineering, process, sales and other parts, improve the company's work efficiency and shorten business processing time.
[0055] Compared to existing technologies, the method proposed in this paper is intelligent, automated, and precise, rather than relying on generalized calculations or fuzzy searches. It can automatically manage complex technical and process documentation and resource allocation for new products, including managing product numbers and product and document versions. BRIEF DESCRIPTION OF THE DRAWINGS
[0056] Figure 1The basic logic diagram of the product customization and configuration model described in this invention.
[0057] Figure 2 It is a structural block diagram of the main structure of the present invention. Figure 3 The figure is a schematic structural diagram of an electronic device of the present invention. DETAILED DESCRIPTION
[0058] The present invention will be further described below with reference to specific embodiments, and the advantages and features of the present invention will become clearer as the description proceeds. However, these embodiments are merely exemplary and do not constitute any limitation to the scope of the present invention. It should be understood by those skilled in the art that the details and forms of the technical solutions of the present invention may be modified or replaced without departing from the spirit and scope of the present invention, and such modifications and replacements fall within the scope of protection of the present invention.
[0059] See also Figures 1 to 2 The present invention relates to a product customization and configuration method based on a product model and a knowledge base, comprising the following steps:
[0060] (a) Associating the product structure model of the target product series with the product knowledge base;
[0061] (b) Construct a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules;
[0062] (c) receiving customer demand parameters and generating a customized configuration solution through the product configuration model;
[0063] (d) automatically generating an EBOM and PMBOM based on the customized configuration solution, and simultaneously triggering adaptive modification of associated drawings and call reuse of the product knowledge base;
[0064] (e) Perform cost accounting and output quotation data based on the generated design bill of materials and process bill of materials. After the quotation is approved, the product configuration data will be synchronously distributed to the product lifecycle management (PLM) system, product data management (PDM) system and enterprise resource planning (ERP) system.
[0065] The step (a) is specifically:
[0066] a1. Set a product series name based on the company's existing product data. Selecting reference product information indicates that the products in this product series have the same or similar product structure as the specific product information being referenced.
[0067] a2. Associate the product structure model corresponding to the product series. The associated product structure represents the new order product that needs to be configured / customized. It has a similar product BOM structure and material information as the current product. The new product information required by the customer can be configured by modifying the reference product.
[0068] a3. Integrate product technology and process information, including product attributes, bill of materials (BOM), product drawings and documentation, manufacturing bill of materials, and process bill of materials. Product attributes include seven major factors: product name, brand, specifications, model, material, color, and size.
[0069] Set color components and color rules: Select components with color attribute characteristics in the product model for color definition. After the user selects the color of the product, the color of the component is determined, thereby realizing the determination of color components in the BOM of products with color attributes.
[0070] Setting product size rules: A product's size is often related to the sizes of related components in its BOM. This system automatically changes the sizes of related dimensional components by selecting the product's size, thereby automatically calculating and determining the dimensional values of each dimensional component in the product's BOM. These dimensional components are components in the product's BOM that have dimensional attributes and are affected by changes in the product's own dimensional values.
[0071] Described step b is:
[0072] Step b1: Set the material attribute options of the product; the product material often specifies the material information of the components that make up the product. By setting the material parameters of certain raw materials and components, users can determine the specific product material attribute information of the raw material and each level of components in the BOM by selecting the product material.
[0073] For example, the BOM model of product A is as follows. The BOM model includes the main structure of the product and the associated knowledge base (knowledge graph):
[0074]
[0075] When the user selects aluminum as the material for product A, the material information of aluminum of raw material C will be determined first, thereby determining raw material C1. At the same time, the specification model B1 of B will be determined along the BOM hierarchy, thereby determining the related product BOM component information based on the material selection.
[0076] Step b2: Set the product's color attribute options. The product's color often specifies the color attributes of the components that make up the product. By setting the color parameters of certain raw materials and components, users can determine the specific product color attribute information of each level of components in the BOM by selecting the product's color.
[0077] Step b3: Set the size attributes of the product; the size of the product often specifies the size attributes of the components at all levels of the product. By setting the coefficient relationship between the finished product size and its lower-level components and certain size attribute values between lower-level components, the user can determine the specific product size values of the components at all levels in the BOM by setting the product size, thereby quickly determining and generating the specification model information of the components at all levels.
[0078] Step b4: Set mandatory parts. These are components that must be included in the product line. They cannot be reduced or modified and can be either semi-finished products or purchased items.
[0079] Step b5: Set optional parts for the product. These are components that the user chooses to use or not. Optional parts can be purchased raw materials or semi-finished products. If a semi-finished product is selected or not, its lower-level components in the BOM will also be selected or discarded.
[0080] Step b6: Set the raw material attributes of the product, including the supplier and the attribute characteristic values of the specific raw materials; the attribute characteristic values of the raw materials are the specific specification and model information of the raw materials; for example, the diameter of the iron rod, the thickness of the plate and other characteristics; the supplier of the raw materials is to specify the supplier of certain raw materials when configuring the product; customers in the market often need to specify the supplier of raw materials. By setting this rule, the specification and model information of certain raw materials in the product BOM can be determined.
[0081] The following is an example of a certain specification model that can be selected for a certain product A and raw material C:
[0082]
[0083]
[0084] Step b7: Set the product's processing parameter attributes, including the workpiece name, processing object attributes, parameter units, and processing quantity.
[0085] The following is an example of the parameter properties of a workpiece A:
[0086] Workpiece name Processing object properties Parameter unit Number of processing objects A Milling Diameter (mm) 100
[0087] Described step b3 is:
[0088] The product size specifies the size attributes of the components at each level that make up the product. By setting the coefficient relationship between the finished product size and its lower-level components, and between the size attribute values of the lower-level components, the user can determine the specific product size values of the components at each level in the BOM by setting the product size, and determine and generate the specification model information of the components at each level.
[0089] The coefficients between components are coefficients that have a multiplicative effect on the dimensional values of components with dimensional attributes that are in a hierarchical relationship within the same product BOM. For products with dimensional attributes, after the configuration rules are set and the product dimensional value is entered on the user's order side, the specific dimensional data of the sub-level specified dimensional parts is automatically calculated from top to bottom along the BOM hierarchy according to the rules, down to the raw materials used.
[0090] The calculation expression for the component size value to be calculated is: y(ij) = a(k)∑(b(x(km))); where i represents the position number of the current level component of each size component in the product BOM, j represents the size attribute name number of the current level component calculated at this level, k represents the position number of the upper level size component, and m represents the size attribute name number of the upper level size component.
[0091] y represents the dimension attribute value of the current level that needs to be solved and calculated, x represents the dimension attribute value that has been solved or inputted at the upper level, a is the coefficient of the sum of the dimension attribute values of the upper level that affects the size of the lower level component, and b is the coefficient of the dimension attribute value of x;
[0092] The position number is used to uniquely and accurately identify the position of each material or component in the product BOM to avoid confusion and errors.
[0093] For example, product A is a product that requires custom attributes, and its subordinate part B is a dimensional part affected by the size of A:
[0094]
[0095] Assuming that the length L2 of B is 1.1 times the size attribute value of A (L1*1+L2*2), then once the size value of A is determined, the size length of B can be automatically calculated:
[0096] L2=1.1*(L1*1+L2*2);
[0097] Assuming that the width W2 of B is the same as the width W1 of A, then the width of B is: W2 = 1*(W1*1).
[0098] Described step c is:
[0099] Select the product name and product series, and determine the corresponding customization and configuration model. That is, select the customer, product series, fill in the price, and determine the corresponding product configuration / customization model;
[0100] Select the color type of the component according to customer needs. The user selects the size, material, optional parts, raw material supplier or attribute characteristic value according to customer needs, or enters the size value, and a new product information will be generated;
[0101] After the product BOM is determined, users can perform cost accounting.
[0102] Cost accounting object: Material cost: Material cost is calculated step by step from the end of the BOM according to the price of raw materials and their BOM usage along the BOM hierarchy to finally obtain the material cost of the product.
[0103] The material calculation formula for unit product is: y(ij)=∑(x(ij)*p(ij));
[0104] Where: y is the material cost of the product or semi-finished product, i is the BOM level, j is the position number, x(ij) is the BOM usage of the component at position (ij), and p(ij) is the material cost of the component at position (ij).
[0105] In addition to the unit material cost, users also need to add the unit manufacturing cost, unit labor cost or unit management cost and other item amounts to finally get the unit cost. After the cost test, the order can be submitted for approval.
[0106] Described step d is:
[0107] Step d1: Pull out the original semi-finished product graphics and documents, EBOM and PMBOM information of the new product to form the corresponding technical and process documents of the new product; including but not limited to the following information: packaging attributes, two-dimensional drawings, three-dimensional drawings, schematics, process flow charts, process inspection parameters, process operation parameters, process tooling, process auxiliary materials, process procedures, process documents and other information.
[0108] Step d2: Push the dimension parameters to the CAD system, automatically generate a 2D or 3D drawing of the new component and return the updated data.
[0109] Described step e is:
[0110] Step e1: Calculate the product cost based on the product structure and bill of materials in the product BOM and initiate a quotation request to the customer;
[0111] Step e2: After the quotation is approved, synchronize the product technology and process data to the PLM, PDM, CAPP and ERP software systems.
[0112] The present invention also relates to a customization and configuration system for a product customization and configuration method based on a product model and a knowledge base, comprising:
[0113] Product master structure definition unit 1, used to associate the product structure model of the target product series with the product knowledge base to configure the product hierarchical structure, component materials and process data;
[0114] Rule definition unit 2 is used to build a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules, and implements rule configuration of color parts, material parts, size parts, mandatory parts, optional parts, and raw material attributes;
[0115] An order generating unit 3 is configured to receive customer demand parameters and generate a customized configuration solution through the product configuration model;
[0116] The data integration unit 4 is used to automatically generate the design bill of materials (EBOM) and the process bill of materials (PMBOM) based on the customized configuration plan, synchronously trigger the adaptive modification of the related drawings and the call reuse of the product knowledge base, and automatically pull the EBOM, PMBOM and graphic document data; the system synchronization unit 5 is used to perform cost accounting based on the generated design bill of materials and process bill of materials and output quotation data. After the quotation is approved, the product configuration data is synchronously distributed to the product lifecycle management system, product data management system and enterprise resource planning system.
[0117] The embodiment of the present invention also provides an electronic device for executing the above-mentioned product customization and configuration method based on product model and knowledge base; Figure 3 A structural diagram of an electronic device is shown, which includes a memory 500 and a processor 501, wherein the memory 500 is used to store one or more computer instructions, and the one or more computer instructions are executed by the processor 501 to implement the above-mentioned product customization and configuration method based on product models and knowledge bases.
[0118] Figure 3 The electronic device shown further includes a bus 502 and a communication interface 503 , and the processor 501 , the communication interface 503 and the memory 500 are connected via the bus 502 .
[0119] The memory 500 may include a high-speed random access memory (RAM), and may also include a non-volatile memory, such as at least one disk storage. The communication connection between the system network element and at least one other network element is achieved through at least one communication interface 503 (which may be wired or wireless), and the Internet, wide area network, local area network, metropolitan area network, etc. may be used. The bus 502 may be an ISA bus, a PCI bus, or an EISA bus. The bus can be divided into an address bus, a data bus, a control bus, etc. For ease of representation, Figure 3 Only one bidirectional arrow is used in the diagram, but this does not mean that there is only one bus or one type of bus.
[0120] The processor 501 may be an integrated circuit chip with signal processing capabilities. During implementation, each step of the above method can be completed by hardware integrated logic circuits in the processor 501 or by software instructions. The processor 501 may be a general-purpose processor, including a central processing unit (CPU), a network processor (NP), etc.; it may also be a digital signal processor (DSP), an application-specific integrated circuit (ASIC), a field-programmable gate array (FPGA), or other programmable logic devices, discrete gate or transistor logic devices, or discrete hardware components. It can implement or execute the various methods, steps, and logic block diagrams disclosed in the embodiments of the present invention. The general-purpose processor may be a microprocessor or any conventional processor. The steps of the method disclosed in conjunction with the embodiments of the present invention can be directly implemented and executed by a hardware decoding processor, or by a combination of hardware and software modules in the decoding processor. The software module can be located in a storage medium well-known in the art, such as a random access memory, flash memory, read-only memory, programmable read-only memory, electrically erasable programmable memory, or register. The storage medium is located in the memory 500, and the processor 501 reads the information in the memory 500 and, in conjunction with its hardware, completes the steps of the method of the aforementioned embodiment.
[0121] An embodiment of the present invention also provides a computer-readable storage medium, which stores computer-executable instructions. When the computer-executable instructions are called and executed by a processor, the computer-executable instructions prompt the processor to implement the above-mentioned product customization and configuration method based on product models and knowledge bases.
[0122] The computer program product for performing a product customization and configuration method based on a product model and a knowledge base provided in an embodiment of the present invention includes a computer-readable storage medium storing a non-volatile program code executable by a processor, and the instructions included in the program code can be used to execute the product customization and configuration method based on a product model and a knowledge base described in the previous method embodiment.
[0123] Those skilled in the art will clearly understand that, for the convenience and brevity of description, the specific working processes of the above-described systems, devices and units may refer to the corresponding processes in the aforementioned method embodiments.
[0124] In the several embodiments provided by the present invention, it should be understood that the disclosed systems, devices and methods can be implemented in other ways. The device embodiments described above are merely schematic. For example, the division of the units is merely a logical function division. There may be other division methods in actual implementation. For example, multiple units or components may be combined or integrated into another system, or some features may be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed may be through some communication interface, indirect coupling or communication connection of devices or units, which may be electrical, mechanical or other forms.
[0125] The units described as separate components may or may not be physically separate, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed across multiple network units. Some or all of these units may be selected to achieve the purpose of this embodiment according to actual needs.
[0126] In addition, each functional unit in each embodiment of the present invention may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit.
[0127] If the functions are implemented in the form of software functional units and sold or used as independent products, they can be stored in a non-volatile computer-readable storage medium that is executable by a processor. Based on this understanding, the technical solution of the present invention, or the part that contributes to the prior art, or the part of the technical solution, can be embodied in the form of a software product. The computer software product is stored in a storage medium and includes several instructions for enabling a computer device (which can be a personal computer, server, or network device, etc.) to execute all or part of the steps of the method described in each embodiment of the present invention. The aforementioned storage medium includes various media that can store program codes, such as a USB flash drive, a mobile hard disk, a read-only memory (ROM), a random access memory (RAM), a magnetic disk, or an optical disk.
[0128] The above description is only a preferred specific embodiment of the present invention, but the scope of protection of the present invention is not limited thereto. Any technician familiar with the technical field, within the technical scope disclosed by the present invention, who makes equivalent replacements or changes based on the technical solution and inventive concept of the present invention, should be covered by the scope of protection of the present invention.
Claims
1. A product customization and configuration method based on product model and knowledge base, characterized in that: The following steps are involved: (a) Associating the product structure model of the target product series with the product knowledge base; (b) Construct a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules; (c) receiving customer demand parameters and generating a customized configuration solution through the product configuration model; (d) automatically generating a design bill of materials and a process bill of materials based on the customized configuration scheme, and simultaneously triggering adaptive modification of associated drawings and call reuse of a product knowledge base; (e) Perform cost accounting and output quotation data based on the generated design material list and process material list. After the quotation is approved, the product configuration data will be synchronously distributed to the product lifecycle management system, product data management system and enterprise resource planning system.
2. The product customization and configuration method based on product model and knowledge base according to claim 1, characterized in that: The step (a) is specifically: a1. Set the product series name based on the company's existing product data; a2. Associate the product structure model corresponding to the product series; a3. Integrate product technology and process information, such as product attributes, bill of materials, product drawings and documents, manufacturing bill of materials, and process bill of materials; the product attributes mentioned above include product name, brand, specifications, model, material, color, and size.
3. The product customization and configuration method based on product model and knowledge base according to claim 2, characterized in that: Described step (b) is: Step b1: Set the material property options of the product; Step b2: Set the color attribute options of the product; Step b3: Set the size attributes of the product; Step b4: Set mandatory parts, where the mandatory parts are components that must be included in the product series. Step b5: Set the optional parts of the product, where the optional parts are components that the user chooses to use or not use. Step b6: Set the raw material attributes of the product, including the supplier and the specific attribute characteristic values of the raw materials; the attribute characteristic values of the raw materials are the specific specifications and models of the raw materials; the supplier of the raw materials is when configuring the product, and the specified product needs to specify the supplier of certain raw materials; Step b7: Set the product's processing parameter attributes, including the workpiece name, processing object attributes, parameter units, and processing quantity.
4. The product customization and configuration method based on product model and knowledge base according to claim 3, characterized in that: Described step b3 is: The product size specifies the size attributes of the components at each level that make up the product. By setting the coefficient relationship between the finished product size and its lower-level components, and between the size attribute values of the lower-level components, the user can determine the specific product size values of the components at each level in the BOM by setting the product size, and determine and generate the specification model information of the components at each level. The coefficient between components is a coefficient between components with dimension attributes that have a hierarchical relationship in the same product BOM and has a multiplication effect between dimension values; For products with size attributes, after setting the configuration rules, when the user enters the product size value on the order side, the specific size data of the secondary specified size parts will be automatically calculated from top to bottom along the BOM hierarchy according to the rules, until the raw materials used are used; The calculation expression for the component size value to be calculated is: y(ij) = a(k)∑(b(x(km))); where i represents the position number of the current level component of each size component in the product BOM, j represents the size attribute name number of the current level component calculated at this level, k represents the position number of the upper level size component, and m represents the size attribute name number of the upper level size component. y represents the dimension attribute value of the current level that needs to be solved and calculated, x represents the dimension attribute value that has been solved or inputted at the upper level, a is the coefficient of the sum of the upper level dimension attribute values that affects the size of the lower level component, and b is the coefficient of the x dimension attribute value; The position number is used to uniquely and accurately identify the position of each material or component in the product BOM.
5. The product customization and configuration method based on product model and knowledge base according to claim 4, characterized in that: Described step (c) is: Step c1: Select the product name and product series, and determine the corresponding customization and configuration model; Step c2: Select the color type of the component according to customer requirements; Step c3: Select the material of the component; Step c4: Enter the size value of the component; Step c5: Select the supplier or attribute characteristic value of the raw material.
6. The product customization and configuration method based on product model and knowledge base according to claim 1, characterized in that: The step (d) is: Step d1: Pull the original semi-finished product graphics, documents, EBOM and PMBOM information of the new product to form the corresponding technical and process documents of the new product; Step d2: Push the dimension parameters to the CAD system, automatically generate a 2D or 3D drawing of the new component and return the updated data.
7. The product customization and configuration method based on product model and knowledge base according to claim 6, characterized in that: Described step (e) is: Step e1: Calculate the product cost based on the product structure and bill of materials in the product BOM and initiate a quotation request to the customer; Step e2: After the quotation is approved, synchronize the product technology and process data to the PLM, PDM, CAPP and ERP software systems.
8. A system for implementing the product customization and configuration method based on a product model and a knowledge base according to any one of claims 1 to 7, comprising: The product master structure definition unit is used to associate the product structure model of the target product series with the product knowledge base to configure the product hierarchy structure, component materials and process data; The rule definition unit is used to build a product configuration model that integrates the product structure model, product knowledge graph, and configuration rules, and implements rule configuration of color parts, material parts, size parts, mandatory parts, optional parts, and raw material attributes; An order generation unit, configured to receive customer demand parameters and generate a customized configuration solution through the product configuration model; A data integration unit is used to automatically generate a design bill of materials and a process bill of materials based on the customized configuration scheme, synchronously trigger the adaptive modification of related drawings and the call and reuse of the product knowledge base, and automatically pull the design bill of materials, process bill of materials and drawing document data; The system synchronization unit is used to perform cost accounting and output quotation data based on the generated design material list and process material list. After the quotation is approved, the product configuration data is synchronously distributed to the product lifecycle management system, product data management system and enterprise resource planning system.
9. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that When the processor executes the computer program, the product customization and configuration method based on the product model and knowledge base as described in any one of claims 1 to 7 is implemented.
10. A computer-readable storage medium having a computer program stored thereon, characterized in that When the program is executed by a processor, the product customization and configuration method based on a product model and a knowledge base as described in any one of claims 1 to 7 is implemented.
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