Project personnel automatic job authorization method and system based on master data synchronization

Abstract

The invention discloses a project personnel automatic job authorization method and system based on main data synchronization, and the method comprises the steps: automatically synchronizing the main data information of project personnel, projects and posts / roles, and automatically distributing login and function permissions for the project personnel based on the binding of the project posts and the project roles, and the corresponding relation between the posts / roles and permissions; and generating a corresponding permission change operation instruction by monitoring the change of the main data, and sending the permission change operation instruction to the target system for execution. Therefore, the efficiency and accuracy of project personnel authorization in a complex environment provided with a plurality of systems are effectively improved.

Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of enterprise information management systems, and in particular to a project personnel automatic job authorization system and method based on master data synchronization. BACKGROUND

[0002] In complex environments of enterprise or project management, the job authorization of project personnel is a tedious and error-prone process. Traditional methods often require manual maintenance of project personnel information, post allocation and permission settings, which not only is inefficient, but also easily leads to improper permission allocation due to human error, affecting project progress and safety.

[0003] The main problems are: (1) Data island problem: data is not synchronized between multiple systems of an enterprise (such as human resources system, project management, permission management), leading to lag in personnel information updates and reliance on manual operation for permission allocation.

[0004] (2) Low authorization efficiency: project members need to manually configure permissions, which is prone to errors and time-consuming, making it difficult to adapt to dynamic adjustment needs (such as temporary personnel joining or role changes).

[0005] (3) Permission compliance risk: manual operation is prone to overreach or permission omission, making it difficult to meet audit and compliance requirements.

[0006] Defects of existing solutions: (1) Traditional permission management systems rely on static rules and cannot dynamically link with master data; (2) Script-based automation tools require custom development, with high maintenance costs and poor scalability; (3) The closed-loop problem of real-time synchronization of cross-system data and automatic triggering of permissions has not been solved. SUMMARY

[0007] The present disclosure provides a mechanism and method for quickly implementing project personnel job authorization based on master data synchronization. The method automatically synchronizes project personnel, post and project information from the master data system, and based on the binding of project posts and roles and the corresponding relationship between posts / roles and permissions, automatically allocates login and function permissions for project personnel, greatly improving the efficiency and accuracy of project management and personnel authorization.

[0008] The project personnel automatic job authorization method based on master data synchronization provided by the present disclosure mainly includes the following steps: S0, define a role or post-based permission rule library; S1, master data synchronization: obtain personnel, project, post or role information from the source system and store it in a unified master data warehouse; S2, event monitoring and triggering: monitoring main data changes and generating event messages; S3, rule matching: matching preset authorization rules according to event types; S4, generating standardized permission operation instructions; S5, cross-system execution: sending the permission operation instructions by calling the target system interface to drive the target system to perform permission allocation or change; S6, result feedback and audit: recording the whole process of permission allocation or change, including the permission change operation results feedback by the target system.

[0009] Further, the source system in step S1 includes an enterprise HR system and / or a project management system.

[0010] Further, the main data change in step S2 includes one or more of personnel project changes, role updates, and post adjustments.

[0011] Further, the standardized permission operation instructions in step S4 include authorization, recovery, or modification.

[0012] Further, in step S5, the target system interface is called through an API or middleware.

[0013] Further, step S1 further includes the following steps: Post-role binding: binding project posts with corresponding project roles according to preset rules or administrator configurations to clarify the role positioning of each post in the project.

[0014] Further, the method further includes the following step: triggering an alarm when the permission change operation results feedback by the target system appear abnormal conditions.

[0015] The project personnel authorization automation system based on main data synchronization using the above method mainly includes: Main data synchronization module: interfacing with the source system to obtain basic information of project personnel, project information, post or role main data in real time or at regular intervals, and storing them in a unified main data warehouse; Authorization rule engine: defining a permission rule library based on roles or posts; Automatic authorization engine: monitoring main data change events to trigger rule matching steps and generate standardized permission operation instructions; Permission execution agent: distributing permission operation instructions to target systems to perform permission allocation or change; Audit and log module: recording the whole process of permission change to support compliance checks.

[0016] Compared with the prior art, the beneficial effects of this disclosure are: ① Master data driven: using master data changes as the sole trigger source for permission adjustments, ensuring strong consistency between permissions and organizational structure and project status; ② Dynamic Decoupling of Rules: Authorization rules are independent of the business system and support flexible configuration (such as differentiated permissions based on project stage and personnel level); the system defines permission content through roles; standard positions are bound to roles, and actual positions inherit from standard positions, confirming user permissions based on personnel's position relationships in the organization or project; ③ Cross-system collaboration: Adapt to different target systems through standardized interfaces to achieve "one change, effective across the entire network". The permission rules are designed uniformly, and the user's permissions are automatically synchronized by different target systems driven by master data. ④ Closed-loop audit: The entire process from data change to permission execution is traceable, including the permission execution status in each subsystem, meeting compliance audit requirements. Attached Figure Description

[0017] The above and other objects, features and advantages of this disclosure will become more apparent from the more detailed description of exemplary embodiments of this disclosure taken in conjunction with the accompanying drawings, in which the same reference numerals generally represent the same components.

[0018] Figure 1 A flowchart illustrating an exemplary embodiment of this disclosure; Figure 2 This is a schematic diagram of a system application as an exemplary embodiment. Detailed Implementation

[0019] Preferred embodiments of the present disclosure will now be described in more detail with reference to the accompanying drawings. While preferred embodiments of the present disclosure are shown in the drawings, it should be understood that the present disclosure may be implemented in various forms and should not be limited to the embodiments set forth herein. Rather, these embodiments are provided so that the present disclosure will be thorough and complete, and will fully convey the scope of the present disclosure to those skilled in the art.

[0020] This disclosure provides an automated system and method for project personnel appointment authorization based on master data synchronization. According to an exemplary embodiment of this disclosure, the automated authorization process is as follows: Figure 1 As shown, the main steps include: (1) Define a permission rule base based on roles or positions; (2) Master data synchronization: Extract personnel, project and job information from the source system, clean it and store it in a unified master data warehouse; (3) Event listening and triggering: Monitor changes in master data (such as changes in personnel's projects, role updates, job adjustments, etc.) and generate event messages; (4) Rule matching: Match preset authorization rules (such as "Project Manager of Project A is automatically granted read and write permissions for project information") based on the event type (such as "Joining the project manager position of Project A"). (5) Generation of permission operations: Generate standardized permission operation instructions (such as authorization, revocation, modification); (6) Cross-system execution: Call the target system interface through API or middleware, send permission operation instructions, and drive the target system to perform permission changes; (7) Results feedback and auditing: Record the entire process of permission change, including the operation results, and trigger an alarm if there are any abnormalities.

[0021] An exemplary system based on this method mainly includes: (1) Master data synchronization module: It connects with the enterprise HR system and project management system to synchronize the master data of personnel, projects and roles in real time or on a scheduled basis; (2) Authorization rule engine: Defines a permission rule library based on roles or positions; (3) Automated authorization engine: Based on master data change events (such as personnel joining a project or role adjustment), rule matching is triggered to generate permission operation instructions; (4) Permission execution agent: Distributes instructions to the target system to perform authorization / revocation, etc.; (5) Audit and Log Module: Records the entire process of permission changes and supports compliance checks.

[0022] Application Examples The application of the above system or method in a large enterprise management system with multiple systems (human resources system, project management, access control) is shown in the appendix. Figure 2 As shown: 1. System Architecture: Master Data System: Stores core data such as basic information, job information, and project information for all employees of the enterprise. Includes: Human Resources system, Project Management, etc.

[0023] The appointment authorization platform (such as the automated project personnel appointment authorization system based on master data synchronization described in this application) is responsible for synchronizing data from the master data system, binding project positions and roles, and automatically assigning login and function permissions.

[0024] User terminal: Project personnel log in to the system through the user terminal and perform corresponding operations according to the permissions granted to them.

[0025] 2. Workflow: Data synchronization: The appointment authorization platform regularly or in real time synchronizes the latest project personnel information, job information and project relationship data from the master data system.

[0026] Job Role Binding: The platform binds project positions to corresponding project roles based on preset rules or administrator configuration, clarifying the role positioning of each position in the project.

[0027] Access control: Based on the binding relationship between job positions and roles, the platform automatically assigns corresponding login permissions and functional permissions to project personnel. Access control can be refined to specific functional modules and operation levels.

[0028] Permission verification: When a user logs into the system through a user terminal, the system verifies the user's identity information and assigned permissions to ensure that the user can only access the resources they are authorized to access.

[0029] The above technical solutions are merely exemplary embodiments of the present invention. For those skilled in the art, based on the application methods and principles disclosed in the present invention, it is easy to make various types of improvements or modifications, and not limited to the methods described in the specific embodiments of the present invention. Therefore, the methods described above are merely preferred and not restrictive.

Claims

1. A method for automated appointment authorization of project personnel based on master data synchronization, comprising the following steps: S0 defines a permission rule base based on roles or positions; S1, Master Data Synchronization: Obtain personnel, project, job or role information from the source system and store it in a unified master data warehouse; S2, Event Listening and Triggering: Monitor master data changes and generate event messages; S3, Rule Matching: Matches preset authorization rules based on event type; S4, Permission Operation Generation: Generate standardized permission operation instructions; S5, Cross-system execution: By calling the target system interface, the permission operation command is sent to drive the target system to perform permission allocation or change; S6, Results Feedback and Audit: Record the entire process of permission allocation or change, including the results of permission change operations reported by the target system.

2. The method according to claim 1, characterized in that, The source systems in step S1 include: enterprise HR system and / or project management system.

3. The method according to claim 1 or 2, characterized in that, The master data changes in step S2 include one or more of the following: changes in the project to which the personnel belong, role updates, and job adjustments.

4. The method according to claim 1, characterized in that, The standardized permission operation instructions in step S4 include: authorization, revocation, or modification.

5. The method according to claim 1, characterized in that, In step S5, the target system interface is called through API or middleware.

6. The method according to claim 1, characterized in that, Step S1 also includes the following steps: Job Role Binding: Based on preset rules or administrator configuration, project positions are bound to corresponding project roles to clarify the role positioning of each position in the project.

7. The method according to claim 1, characterized in that, It also includes the following steps: An alarm is triggered when the result of the permission change operation reported by the target system is abnormal.

8. An automated project personnel appointment authorization system based on master data synchronization, applying the method described in any one of claims 1-7, characterized in that, include: Master data synchronization module: It interfaces with the source system to obtain basic information of project personnel, project information, and master data of positions or roles in real time or on a regular basis, and stores them in a unified master data warehouse; Authorization rule engine: Defines a library of permission rules based on roles or positions; Automated authorization engine: Listens for master data change events, triggers rule matching steps, and generates standardized permission operation instructions; Permission execution agent: Distributes permission operation instructions to the target system to perform permission assignment or modification; Audit and Log module: Records the entire process of permission changes to support compliance checks.

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