Dynamic business scene-oriented multi-source real-time data report generation method and system

Abstract

The invention provides a dynamic service scene-oriented multi-source real-time data report generation method and system, and the method comprises the steps: when a data report needs to be generated, analyzing and extracting index items defined in a character report template according to a selected character report template by adopting a character analysis technology, and constructing an index tree of the character report template; based on the connection information of the multi-source database, a graphical data analysis platform is used for defining and selecting a data model, and the access definition of each index item in the text report template is completed; a text analysis method is adopted, data rendering is conducted on the content defined as the index item in the text report by means of the index item subjected to access definition, and the text report generation process is completed; according to the dynamic business demand change, the dynamic business demand is accurately analyzed, and the data model changing along with the business change is defined, so that the dynamic business scene can be met.

Description

Technical Field

[0001] This invention relates to the field of real-time data analysis and decision support, specifically to a method and system for generating multi-source real-time data reports for dynamic business scenarios. Background Technology

[0002] In the context of societal digital transformation and the growing demand for personalized text reports, traditional text report functionality is relatively fixed and struggles to adapt to complex, dynamic, and multi-source business scenarios. Artificial intelligence (AI) online parsing technology, with its advantages in data processing, intelligent decision-making, real-time data processing, and precise semantic understanding, has become crucial for driving the development of text reports. However, data accuracy is paramount for text reports. Since the accuracy of AI-powered data rendering is far from 100%, entrusting text report data rendering to AI is not a wise choice. Therefore, developing an automatic multi-source real-time data report generation method for dynamic business scenarios is of great significance. This method can help quickly respond to user text report needs, improve service efficiency, and achieve business innovation.

[0003] AI-powered document generation, based on powerful algorithms and models, can generate large amounts of text content in a short time, quickly completing initial drafts and greatly improving document writing efficiency. It can also generate corresponding document content based on various user-defined themes. Furthermore, leveraging natural language processing technology, AI document generation accurately captures context and semantics, reducing grammatical and spelling errors, resulting in more professional, fluent, and grammatically correct document content.

[0004] Current technologies rely on manual data collection, lack effective NLP methods, struggle to understand complex and ambiguous needs, and generate documents that deviate from expectations. Based on templates and rule engines, generated documents are difficult to update in real-time according to changing business needs, and cannot automatically adapt content structure and expression, requiring manual re-editing, resulting in low efficiency. Data security is also a concern; current AI document generation requires user document data as a training set, raising concerns about data leakage, especially unsuitable for handling confidential or sensitive documents. Furthermore, regarding multi-source data, AI document generation requires integrating, analyzing, and processing multi-source data to extract and integrate fragmented information into the generated document. However, the reality is that multi-source data comes from multiple business scenarios, making integration, analysis, and processing difficult. Summary of the Invention

[0005] To address the limitations of existing AI document generation technologies in handling natural language understanding, complex business document generation, ensuring accuracy of text report content, and retrieving data from multiple sources, this invention integrates traditional text report parsing methods with a graphical data analysis framework (sodata) to generate text reports. A single configuration of the text report template allows for permanent use. For dynamic, multi-source data changes, only the configuration definitions of the indicator data need to be modified to quickly generate text reports. This invention proposes a method for generating multi-source real-time data reports for dynamic business scenarios, including: When a data report needs to be generated, the text parsing technology is used to extract the indicator items defined in the text report template based on the selected text report template, and an indicator tree of the text report template is constructed. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. Based on the connection information of multi-source databases, a graphical data analysis platform is used to define and select data models to complete the data retrieval definition for each indicator item in the text report template; By using a text parsing method, the content defined as indicator items in the text report is extracted and rendered using the indicator items defined by the data retrieval method, thus completing the process of generating the text report.

[0006] Preferably, the connection information based on multi-source databases, the definition and selection of data models using a graphical data analysis platform, and the completion of the data retrieval definition for each indicator item in the text report template include: Use a graphical data analysis platform to select the data table for model definition, then select the data items to be displayed in the data table, and process the data items to complete the data model definition process; the data table may include multiple tables or a single table. For each indicator item in the text report template, use a graphical data analysis platform to select a data model that matches the indicator item, bind the data elements in the data model to the indicator item, and complete the data definition of the indicator item.

[0007] Preferably, when it is necessary to dynamically update the content of the indicator item in real time, the real-time dynamic update of the indicator item content is achieved by modifying the definition of the data model bound to the indicator item.

[0008] Preferably, the graphical data analysis platform is sodata.

[0009] Preferably, the text report template is obtained by defining the content of the text report and the indicator items that need to be calculated, and the text report template is stored in the text report template library.

[0010] Preferably, the text parsing method is the text parsing method of the open-source Java library POI.

[0011] Based on the same inventive concept, this application also provides a multi-source real-time data report generation system for dynamic business scenarios, including: a parsing module, a definition and data retrieval module, and a report generation module; The parsing module is used to extract the indicator items defined in the selected text report template by using text parsing technology when a data report needs to be generated, and to construct the indicator tree of the text report template. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. The definition and data retrieval module is used to define and select a data model based on the connection information of multiple source databases, using a graphical data analysis platform, and to complete the data retrieval definition of each indicator item in the text report template. The report generation module is used to use a text parsing method to render the data of the content defined as indicator items in the text report using the indicator items after data retrieval definition, thereby completing the text report generation process.

[0012] Preferably, the definition and data retrieval module is specifically used for: selecting a data table to be defined using a graphical data analysis platform, selecting data items to be displayed by the data model in the selected data table, and processing the data items to complete the data model definition process; the data table may include multiple tables or a single table; For each indicator item in the text report template, use a graphical data analysis platform to select a data model that matches the indicator item, bind the data elements in the data model to the indicator item, and complete the data definition of the indicator item.

[0013] Preferably, when it is necessary to dynamically update the content of the indicator item in real time, the definition and data retrieval module completes the real-time dynamic update of the indicator item's content by modifying the definition of the data model bound to the indicator item. Preferably, the graphical data analysis platform in the definition and data retrieval module is sodata.

[0014] Preferably, the text report template in the parsing module is obtained by defining the content of the text report and the indicator items that need to be calculated, and the text report template is stored in the text report template library.

[0015] Preferably, the text parsing method in the report generation module is the text parsing method of the open-source Java library POI.

[0016] Compared with the prior art, the beneficial effects of the present invention are as follows: This invention provides a method and system for generating multi-source real-time data reports for dynamic business scenarios, comprising: when a data report needs to be generated, using text parsing technology to extract the defined indicator items from the selected text report template and constructing an indicator tree for the text report template, wherein the indicators in the indicator tree correspond one-to-one with the indicator items in the text report template; defining and selecting a data model using a graphical data analysis platform based on the connection information of the multi-source database, and completing the data extraction definition for each indicator item in the text report template; using the text parsing method, rendering the content defined as indicator items in the text report using the data extraction defined indicator items, and completing the text report generation process; this invention addresses dynamic business needs by accurately parsing dynamic business needs and defining data models that change with business changes, thus meeting the requirements of dynamic business scenarios; by configuring a multi-source database, the data model definition can select the data tables to be defined from the multi-source database, thereby completing the multi-source data model and fulfilling the requirements of multi-source data. Attached Figure Description

[0017] Figure 1 A flowchart of a method for generating multi-source real-time data reports for dynamic business scenarios provided by the present invention; Figure 2 A flowchart illustrating an example of a multi-source real-time data report generation method for dynamic business scenarios provided by this invention; Figure 3 This invention provides a schematic diagram of the structure of a multi-source real-time data report generation system for dynamic business scenarios. Detailed Implementation

[0018] This invention proposes a method and system for generating multi-source real-time data reports for dynamic business scenarios. Its purpose is to construct a traditional text report generation method that integrates a self-developed graphical data analysis platform (sodata), allowing users to independently customize, configure, and generate text reports. The technical architecture includes text report template definition, text report template parsing, data model definition, data retrieval definition, and text report generation. In implementation, users first define the content and indicators of the text report. After text report parsing, the corresponding indicators are generated. The graphical data analysis platform is used to define the data model and configure the data retrieval definition, i.e., the graphical data analysis platform is used to define the indicator data. Finally, the text report's data rendering capability is used to render the text report's indicators using the data configured in the data retrieval definition, generating the text report. This enables users to generate dynamic, multi-source text reports in real time, quickly responding to user text report needs, reducing the complexity of text report generation, improving user satisfaction and the efficiency of text report generation, and assisting enterprises in digital transformation.

[0019] Example 1: A method for generating multi-source real-time data reports for dynamic business scenarios, such as Figure 1 As shown, it includes: Step 1: When a data report needs to be generated, the text parsing technology is used to extract the indicator items defined in the text report template based on the selected text report template, and an indicator tree of the text report template is constructed. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. Step 2: Based on the connection information of the multi-source database, use the graphical data analysis platform to define and select the data model, and complete the data extraction definition for each indicator item in the text report template; Step 3: Using the text parsing method, the content defined as indicator items in the text report is used to render the data using the indicator items defined by the data retrieval method, thus completing the text report generation process.

[0020] Before step 1, you need to define the text report template, as follows.

[0021] The text report content is divided into two parts: the original template data (i.e., the content) and the data of the metrics that need to be replaced (the metric data is taken from business scenarios and other business scenarios). The content of the text report to be generated is defined in advance using a template, specifying which metric data needs to be calculated. A text report template library is also established. When users need to use a template, they can directly configure the metric items to quickly generate a text report. Text report templates can also be extended, allowing for redefinition of the template and addition of content.

[0022] Step 1 involves parsing the text report template, including: Based on text report templates, the indicator items defined in the text report templates are parsed and extracted using POI / POI-TL text parsing technology, and an indicator tree for the template is constructed. The indicators in the indicator tree correspond one-to-one with the indicator items in the template. By clicking on an indicator in the indicator tree, you can quickly define its position in the template, or you can quickly locate the corresponding indicator item in the indicator tree by clicking on an indicator item in the template.

[0023] Step 2 includes: 2-1: Data Model Definition The self-developed graphical data analysis platform (Sodata) is used to define data models for the indicator items parsed from text report templates. Data model definition supports multi-source data configuration; simply configuring the connection information for multiple databases is sufficient to configure a multi-source data model. Through the graphical interface, select the data tables to be defined (multiple tables or a single table can be selected), then choose the data items to be displayed in the data model from the selected tables. Data processing (duplicate removal, transformation, sorting, grouping, summarizing, etc.) can be performed on the data items to complete the data model definition process. Data correctness can be verified by viewing, filtering, and conditionally filtering the data in the data model. Furthermore, the data model can also perform data joins between multiple data tables. Select the data columns to be defined from multiple data tables and complete the data model definition process through data processing operations. The data model also supports definition using Structured Data Query Language (SQL).

[0024] 2-2: Definition of Number Acquisition Data definition involves using the data model defined in the previous stage. A graphical data analysis platform (Sodata) is used to select a data model that matches the indicator. Data elements within the data model are then bound to the indicator, completing the data definition for that indicator. One data model can correspond to multiple indicators, and after data binding, only the data model definition needs to be modified to dynamically update the indicator content in real time, achieving a one-time data definition for permanent use. The entire data definition process is conducted through a graphical data analysis platform, using a user-friendly interface for convenience and simplicity, simplifying complex operations.

[0025] Step 3 generates a text report, including: Generating text reports requires defining the report template, extracting metrics, defining the data model, and defining data retrieval. Then, by utilizing the text parsing capabilities of the open-source Java library POI, the content defined as metrics in the text report is rendered using the defined metrics, thus completing the text report generation process. Users can simply click "Preview" on the graphical interface to view the generated text report content.

[0026] An example of a multi-source real-time data report generation method for dynamic business scenarios provided by this invention is as follows: Figure 2 As shown.

[0027] The technical effects achievable by this invention are as follows: Meeting Dynamic Business Needs: By accurately analyzing dynamic business needs and defining data models that adapt to these changes, dynamic business scenarios can be met. For models whose data models cannot change, adjustments can be made to the data model and data retrieval definitions to accommodate changes in metrics data resulting from dynamic business needs. Text reports, combined with dynamic data models and data retrieval definitions, enable dynamic updates of text reports without modifying the text report template.

[0028] Meeting real-time requirements: For real-time text reports, templates can be selected from the text report template library. All templates in the library have already extracted metrics; simply configure the data retrieval definition to quickly generate text reports. For templates with pre-defined data retrieval, simply click "Generate Text Report" to quickly generate the report. Text reports can also be edited in real-time, enabling online editing of text report content and fulfilling the capability for real-time text report generation.

[0029] Meeting multi-source data requirements: Text report generation utilizes the capabilities of a graphical data analysis platform (sodata). By configuring multi-source databases, the data model definition can select the data tables to be defined from the multi-source databases, thereby completing the multi-source data model and meeting the requirements of multi-source data.

[0030] Data Governance and Security: The system utilizes a graphical data analysis platform (sodata) to provide multi-source heterogeneous data integration capabilities, supporting data cleaning, verification, and transformation to ensure data integrity and accuracy. Furthermore, the data originates from a data model, which defines access permissions only for the data model itself. Users only have access to the data model; the data model definition is developed only for business support personnel and does not provide users with direct access to the data source. The data returned by the data model is protected for data security and privacy through dynamic anonymization, encryption, and compliance auditing, meeting enterprise compliance requirements.

[0031] Optimized user experience: The system uses a graphical interface that is simple and intuitive, lowering the barrier to entry. Real-time preview and debugging functions allow users to quickly verify the generated text reports.

[0032] Example 2: Based on the same inventive concept, this invention also provides a multi-source real-time data report generation system for dynamic business scenarios, such as... Figure 3 As shown, it includes: a parsing module, a definition and data retrieval module, and a report generation module; The parsing module is used to extract the indicator items defined in the selected text report template by using text parsing technology when a data report needs to be generated, and to construct the indicator tree of the text report template. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. The definition and data retrieval module is used to define and select a data model based on the connection information of multiple source databases, using a graphical data analysis platform, and to complete the data retrieval definition of each indicator item in the text report template. The report generation module is used to use a text parsing method to render the data of the content defined as indicator items in the text report using the indicator items after data retrieval definition, thereby completing the text report generation process.

[0033] Preferably, the definition and data retrieval module is specifically used for: selecting a data table to be defined using a graphical data analysis platform, selecting data items to be displayed by the data model in the selected data table, and processing the data items to complete the data model definition process; the data table may include multiple tables or a single table; For each indicator item in the text report template, use a graphical data analysis platform to select a data model that matches the indicator item, bind the data elements in the data model to the indicator item, and complete the data definition of the indicator item.

[0034] Preferably, when it is necessary to dynamically update the content of the indicator item in real time, the definition and data retrieval module completes the real-time dynamic update of the indicator item's content by modifying the definition of the data model bound to the indicator item. Preferably, the graphical data analysis platform in the definition and data retrieval module is sodata.

[0035] Preferably, the text report template in the parsing module is obtained by defining the content of the text report and the indicator items that need to be calculated, and the text report template is stored in the text report template library.

[0036] Preferably, the text parsing method in the report generation module is the text parsing method of the open-source Java library POI.

[0037] Those skilled in the art will understand that embodiments of the present invention can be provided as methods, systems, or computer program products. Therefore, the present invention can take the form of a completely hardware embodiment, a completely software embodiment, or an embodiment combining software and hardware aspects. Furthermore, the present invention can take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.

[0038] This invention is described with reference to flowchart illustrations and / or block diagrams of methods, apparatus (systems), and computer program products according to embodiments of the invention. It will be understood that each block of the flowchart illustrations and / or block diagrams, and combinations of blocks in the flowchart illustrations 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, special-purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, generate instructions for implementing the flowchart illustrations and / or block diagrams. Figure 1 One or more processes and / or boxes Figure 1 A device that provides the functions specified in one or more boxes.

[0039] These computer program instructions may also be stored in a computer-readable storage medium that can direct a computer or other programmable data processing device to function in a particular manner, such that the instructions stored in the computer-readable storage medium produce an article of manufacture including instruction means, which are implemented in a process Figure 1 One or more processes and / or boxes Figure 1 The function specified in one or more boxes.

[0040] These computer program instructions may also be loaded onto a computer or other programmable data processing equipment to cause a series of operational steps to be performed on the computer or other programmable equipment to produce a computer-implemented process, thereby providing instructions that execute on the computer or other programmable equipment for implementing the process. Figure 1 One or more processes and / or boxes Figure 1 The steps of the function specified in one or more boxes.

[0041] The above are merely embodiments of the present invention and are not intended to limit the present invention. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention are included within the scope of the claims of the present invention pending approval.

Claims

1. A method for generating multi-source real-time data reports for dynamic business scenarios, characterized in that, include: When a data report needs to be generated, the text parsing technology is used to extract the indicator items defined in the text report template based on the selected text report template, and an indicator tree of the text report template is constructed. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. Based on the connection information of multi-source databases, a graphical data analysis platform is used to define and select data models to complete the data retrieval definition for each indicator item in the text report template; By using a text parsing method, the content defined as indicator items in the text report is extracted and rendered using the indicator items defined by the data retrieval method, thus completing the process of generating the text report.

2. The method as described in claim 1, characterized in that, The connection information based on the multi-source database is used to define and select a data model using a graphical data analysis platform, and to complete the data retrieval definition for each indicator item in the text report template, including: Use a graphical data analysis platform to select the data table for model definition, then select the data items to be displayed in the data table, and process the data items to complete the data model definition process; the data table may include multiple tables or a single table. For each indicator item in the text report template, use a graphical data analysis platform to select a data model that matches the indicator item, bind the data elements in the data model to the indicator item, and complete the data definition of the indicator item.

3. The method as described in claim 2, characterized in that, When it is necessary to dynamically update the content of an indicator item in real time, the definition of the data model bound to the indicator item is modified to complete the real-time dynamic update of the indicator item's content.

4. The method as described in claim 1, characterized in that, The graphical data analysis platform is sodata.

5. The method as described in claim 1, characterized in that, The text report template is obtained by defining the content of the text report and the indicator items that need to be calculated, and the text report template is stored in the text report template library.

6. The method as described in claim 1, characterized in that, The text parsing method mentioned is the text parsing method of the open-source Java library POI.

7. A multi-source real-time data report generation system for dynamic business scenarios, characterized in that, include: The module includes a parsing module, a definition and data retrieval module, and a report generation module; The parsing module is used to extract the indicator items defined in the selected text report template by using text parsing technology when a data report needs to be generated, and to construct the indicator tree of the text report template. The indicators in the indicator tree correspond one-to-one with the indicator items in the text report template. The definition and data retrieval module is used to define and select a data model based on the connection information of multiple source databases, using a graphical data analysis platform, and to complete the data retrieval definition of each indicator item in the text report template. The report generation module is used to use a text parsing method to render the data of the content defined as indicator items in the text report using the indicator items after data retrieval definition, thereby completing the text report generation process.

8. The system as described in claim 7, characterized in that, The definition and data retrieval module is specifically used for: using a graphical data analysis platform to select the data table to be defined for the model, selecting the data items to be displayed by the data model in the selected data table, and processing the data items to complete the data model definition process; the data table may include multiple tables or a single table; For each indicator item in the text report template, use a graphical data analysis platform to select a data model that matches the indicator item, bind the data elements in the data model to the indicator item, and complete the data definition of the indicator item.

9. The system as described in claim 7, characterized in that, The graphical data analysis platform in the definition and data retrieval module is sodata.

10. The system as described in claim 7, characterized in that, The text parsing method in the report generation module is the text parsing method of the open-source Java library POI.

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