Product platform-based configuration method, system, equipment and medium

Abstract

According to the product platform-based configuration method, system and equipment and the medium, a core mechanism for automatic verification and mistake proofing is constructed, so that rule conflicts and logic conflicts in the configuration process can be automatically discovered and pre-warned at an operation source; the risk that wrong configuration flows into a downstream link due to manual negligence or insufficient experience is remarkably reduced, and the quality and reliability of the configuration process are greatly improved; according to the method, decoupling and centralized management of business rules and physical structure nodes are realized, so that rule maintenance does not depend on a complex physical structure any more, the complexity, the cost and the error probability of rule maintenance are effectively reduced, and a clear and stable rule basis is provided for automatic verification; the information repeated conversion and interpretation ambiguity caused by single data view angle in a traditional mode is reduced, the consistency and traceability of the data in the whole life cycle are ensured, and the cross-department collaboration efficiency is improved.

Description

Technical Field

[0001] This invention relates to the field of modular design and configuration management technology for complex products, and in particular to a configuration configuration method, system, device and medium based on a product platform. Background Technology

[0002] In the manufacturing of complex equipment such as rail transportation and aerospace, modular configuration based on "super bill of materials (super BOM)" is the current mainstream method. This method organizes all components into a huge tree structure and distributes the configuration rules to each node of the tree. However, with the dramatic increase in product complexity and customization depth, this approach has revealed three fundamental bottlenecks: (1) Lack of automatic verification: The system only supports basic filtering and cannot perform automatic reasoning and global conflict detection for complex rules. The configuration relies on human experience, and deep errors are often exposed in the later stages, resulting in serious rework and delays. (2) Difficult to maintain rules: Rules are deeply bound to physical structure nodes and stored in a distributed manner. Any update requires locating and modifying a large number of nodes in a complex physical structure tree, which is arduous and error-prone. Maintenance costs increase dramatically with complexity. (3) Single data perspective: The output is only a unified physical parts list, which cannot directly provide the functional view, assembly view or location view required by different business links. Departments need to convert and interpret the data, resulting in low information collaboration efficiency. The core issue is that traditional super BOMs attempt to simultaneously carry multi-dimensional information such as functions, rules, and physical entities using a single physical structure tree. When the system complexity exceeds a critical point, this model inevitably becomes bloated and rigid, becoming a systemic bottleneck that restricts configuration efficiency and quality. Summary of the Invention

[0003] To address the aforementioned technical problems, the purpose of this application is to provide a configuration method, system, device, and medium based on a product platform. The configuration method, system, device, and medium provided by this application based on a product platform solves the fundamental problem of difficult rule maintenance, realizes automated verification and error prevention in the configuration process, provides multi-perspective data output, improves collaborative efficiency, and ensures accuracy, consistency, and efficient collaboration throughout the entire process from requirement input to final output while achieving a high degree of automation and intelligence in product configuration.

[0004] The technical solution provided in this application is as follows: A configuration method based on a product platform, comprising: Build a product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects; Define system requirement options for the system configuration and physical configuration options for the physical configuration; Based on the system requirement options and the physical configuration options, define business rules for configuration selection; The business rules are converted into configuration rules executable by the rule engine in the preset configuration configuration expert system, and the configuration rules are loaded into the rule engine. In response to the project's product configuration requirements, the project-level system configuration object, physical configuration object, and functional configuration layout planning object are initialized based on the product platform to form a project configuration object set, and the project configuration object set is transformed into configuration facts in the expert system; Obtain project requirements analysis information, configure option values ​​for project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system; The expert system performs logical reasoning based on the configuration facts, the option and parameter configuration facts, and the selection rules to determine the selection status of system configuration objects, physical configuration objects, and functional configuration layout planning objects in the project, and infers and generates option values ​​associated with each object. Based on the selected configuration status, the associated option values, and the project configuration object set, a project configuration view is generated. The project configuration view includes a data-connected system configuration view, a physical configuration view, and a location area configuration view.

[0005] Optionally, the business rules include at least one of default rules, association rules, exclusion rules, and conditional rules.

[0006] Optionally, the step of converting the set of project configuration objects into configuration facts in the expert system includes: Configure the data mapping relationship between the attribute names and data types of each object and the field names of the facts in the expert system; Based on the mapping relationship, the attribute names and data types of each object in the project configuration object set are assigned to the corresponding expert system fact field names to generate configuration facts in the expert system.

[0007] Optionally, converting the business rules into executable configuration rules in the preset configuration configuration expert system includes: The template engine converts the business rules into executable configuration rules that can be executed by the rule engine in the preset configuration configuration expert system.

[0008] Optionally, defining system requirement options for the system configuration and physical configuration options for the physical configuration includes: Associate one or more system requirement options with each system configuration object, and define a list of possible enumerated values ​​or a range of parameter values ​​for each system requirement option; Associate one or more physical configuration options with each physical configuration object, and define a list of optional enumeration values ​​for each physical configuration option.

[0009] Optionally, the step of obtaining project requirements analysis information, configuring option values ​​for project-level system requirements options and physical configuration options, and converting the option values ​​into option and parameter configuration facts in the expert system includes: Obtain product system function and parameter requirements, as well as product physical layout requirements; For project-level system configuration objects, system requirement options are selected based on the product system function and parameter index requirements; for project-level physical configuration objects, physical configuration options are selected based on the product physical layout requirements. All option values ​​of the system requirement options and physical configuration options are transformed into option configuration facts in the expert system.

[0010] Optionally, when the product platform is used as a rail transit vehicle product platform, the project product configuration requirements include train formation requirements.

[0011] Optionally, in response to project product configuration requirements, initializing project-level system configuration objects, physical configuration objects, and functional configuration layout planning objects based on the product platform to form a project configuration object set, and transforming the project configuration object set into configuration facts in the expert system, includes: For each project-level vehicle in the train formation requirements, a vehicle number is assigned, and the corresponding project-level system configuration object, project-level physical configuration object, and project-level functional configuration layout planning object are automatically instantiated for each project-level vehicle, using the hierarchical structure of the product platform's system configuration, hierarchical structure of the physical configuration, and layout relationship of the functional configuration as templates. The project configuration object set is composed of the project-level system configuration object, the project-level physical configuration object, and the project-level functional configuration layout planning object; The set of project configuration objects is transformed into configuration facts in the expert system.

[0012] This application also provides a configuration system based on a product platform, the system comprising: The building module is used to build the product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects. The option definition module is used to define system requirement options for the system configuration and physical configuration options for the physical configuration. The rule definition module is used to define business rules for configuration selection based on the system requirement options and the physical configuration options; The conversion and loading module is used to convert the business rules into executable configuration rules in the rule engine of the preset configuration configuration expert system, and load the configuration rules into the rule engine; The configuration generation module is used to respond to the project product configuration requirements, initialize project-level system configuration objects, physical configuration objects and functional configuration layout planning objects based on the product platform, form a project configuration object set, and transform the project configuration object set into configuration facts in the expert system; The conversion module is used to acquire project requirements analysis information, configure the option values ​​of project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system. The determination module is used by the expert system to perform logical reasoning based on the configuration facts, the option and parameter configuration facts and the selection rules, to determine the selection status of system configuration objects, physical configuration objects and functional configuration layout planning objects in the project, and to infer and generate option values ​​associated with each object; The view generation module is used to generate a project configuration view based on the selected configuration status, the associated option values, and the project configuration object set. The project configuration view includes a data-connected system configuration view, a physical configuration view, and a location area configuration view.

[0013] This application also provides an electronic device, including: a processor, a memory, and a communication bus; The communication bus is used to realize the connection and communication between the processor and the memory; The processor is configured to execute a product platform-based configuration processing program stored in the memory to implement the steps of the product platform-based configuration method as described in any of the preceding claims.

[0014] This application also provides a readable storage medium storing computer-executable instructions, which, when loaded and executed by a processor, implement the steps of the product platform-based configuration method as described in any of the preceding claims.

[0015] Compared with the prior art, the configuration method, system, device and medium based on the product platform provided in this application have the following beneficial effects: 1. Automated verification and error prevention in the configuration process: By introducing a configuration selection expert system, business rules are converted into configuration rules that can be executed by the rule engine, and real-time logical reasoning is performed on the configuration information to build a core mechanism for automated verification and error prevention. This enables rule conflicts and logical contradictions in the configuration process to be automatically detected and warned at the source of operation, which significantly reduces the risk of incorrect configurations flowing into downstream processes due to human negligence or lack of experience, and greatly improves the quality and reliability of the configuration process.

[0016] 2. Solved the problem of centralized rule management and maintenance difficulties: By building a product platform for defining and managing system configurations, physical configurations, functional configurations, location areas and functional configuration layout planning objects, and establishing related relationships, the decoupling and centralized management of business rules and physical structure nodes were realized. This makes rule maintenance no longer dependent on complex physical structure trees, effectively reducing the complexity, cost and error probability of rule maintenance, and providing a clear and stable rule foundation for automated verification.

[0017] 3. Provides multi-perspective integrated data expression capabilities, improving business collaboration efficiency: Based on a unified configuration data source, it can generate system configuration views, physical configuration views, and location area configuration views on demand, enabling different business links such as design, process, production, and maintenance to directly obtain configuration information that conforms to their business perspective. This reduces the information duplication and interpretation ambiguity caused by the single data perspective in the traditional model, ensures the consistency and traceability of data throughout the entire life cycle, and improves cross-departmental collaboration efficiency.

[0018] In summary, this application, through an integrated design that combines rule decoupling, expert system reasoning, and multi-view connectivity, achieves a high degree of automation and intelligence in product configuration while ensuring accuracy, consistency, and efficient collaboration throughout the entire process from requirement input to final output. Attached Figure Description

[0019] To more clearly illustrate the technical solutions in the embodiments of this application or the prior art, the drawings used in the description of the embodiments or the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of this application. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0020] Figure 1 A flowchart illustrating a product platform-based configuration method provided in this application embodiment; Figure 2 A schematic diagram of a configuration system based on a product platform provided in an embodiment of this application; Figure 3This is a schematic diagram of the structure of an electronic device provided in an embodiment of this application. Detailed Implementation

[0021] To enable those skilled in the art to better understand the technical solutions in this application, the technical solutions in the embodiments of this application will be clearly and completely described below. Obviously, the described embodiments are only a part of the embodiments of this application, and not all of the embodiments. Based on the embodiments in this application, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of this application.

[0022] It should be noted that when a component is referred to as being "fixed to" or "set on" another component, it can be directly on or indirectly set on the other component; when a component is referred to as being "connected to" another component, it can be directly connected to or indirectly connected to the other component.

[0023] It should be noted that the structures, proportions, sizes, etc., shown in the accompanying drawings of this specification are only for the purpose of assisting those skilled in the art in understanding and reading the content disclosed in the specification, and are not intended to limit the conditions under which this application can be implemented. Therefore, they have no substantial technical significance. Any modifications to the structure, changes in the proportions, or adjustments to the size should still fall within the scope of the technical content disclosed in this application, provided that they do not affect the effects and purposes that this application can produce.

[0024] like Figure 1 As shown in the figure, this application embodiment provides a configuration method based on a product platform, including: S1. Build a product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects; In this embodiment, the process of building a product platform is essentially establishing a structured digital twin model of the product, wherein: From the perspective of product functional logic, the system configuration defines the whole vehicle and its subsystems (such as traction system and braking system) in a hierarchical manner to meet functional requirements and design specifications.

[0025] From a physical assembly perspective, physical configuration defines the hierarchical structure and location area division of physical objects such as complete vehicles, vehicles, and components (e.g., vehicle / +91 / bogie), and is used to describe the physical composition and spatial layout of the product.

[0026] Functional configuration, as the core connecting the above two, defines the minimum configurable unit (such as a traction motor) to achieve a specific function, and associates the planning object with the specific system configuration and physical location through functional configuration.

[0027] By decoupling the functional, physical, and rule information that are mixed and carried in the traditional super BOM into the above-mentioned independent but interconnected objects for management, a clear and stable data foundation is laid for subsequent rule-based automated selection, fundamentally changing the logic of rule maintenance and application.

[0028] S2. Define system requirement options for system configuration and physical configuration options for physical configuration; In this embodiment, this step aims to transform the differentiated needs of customers or projects into standardized variables that can be recognized and processed by computers in the product platform.

[0029] System requirement options: For each system configuration (such as a traction system), define its functional and performance optional parameters. For example, define the traction control method (option values: vehicle control, frame control) and maximum traction force (parameter value range) for the traction system. These options directly respond to the customer's functional and performance requirements. Specifically, define requirement-type options and parameters at the top-level system configuration to provide optional product configuration combinations for the sales end, and define technical options and parameters at each level of subsystem to provide configuration options for system design.

[0030] Physical configuration options: For each physical configuration (such as a vehicle or bogie), define optional parameters for its physical layout and installation form. For example, define the driver's cab configuration (yes / no) and current collection method (pantograph / current collector / none) for the vehicle. These options determine the specific physical implementation of the product.

[0031] By translating the originally vague and textual requirements into structured options and parameters, the first key transformation from natural language requirements to machine-executable configuration data was completed, enabling subsequent expert systems to perform precise logical reasoning based on explicit option values.

[0032] S3. Define business rules for configuration selection based on system requirement options and physical configuration options; In this embodiment, business rules for configuration selection are defined based on system requirement options and physical configuration options to construct logical relationships between configuration objects and between options / parameters. This formalizes expert experience such as product design knowledge, engineering constraints, and enterprise specifications into machine-executable logic. These rules directly apply to the options and parameters defined in step S2, forming an intelligent decision-making base for configuration selection. The rules mainly include four types to address different configuration scenarios: Default rules: Specify recommended or commonly used default values ​​for options / parameters of each configuration object (such as the default value of speed level being 120km / h) to improve the efficiency of basic configuration.

[0033] Association rules: Define the dependencies between options / parameters of each configuration object (e.g., when driving mode = autonomous driving, then traction control mode = driving control) to ensure technical consistency of the configuration.

[0034] Exclusion rules: Define the mutual exclusion relationship between the options / parameters of each configuration object (e.g., current collection mode = pantograph and return mode = dedicated rail return cannot be selected at the same time) to prevent technical conflicts or invalid configurations.

[0035] Conditional rules: Define the corresponding activities to be executed when the logical combination relationship of configuration options / parameters is matched. The activities include: setting the options / parameters of a configuration object, setting the configuration status of the configuration object, and reporting the verification information of the configuration option / parameter selection.

[0036] This step brings the previously scattered and implicit design constraints into a centralized and explicit management system, preparing them for the next step of converting them into reasoning logic executable by an expert system.

[0037] S4. Convert the business rules into executable configuration rules in the rule engine of the preset configuration configuration expert system, and load the configuration rules into the rule engine; In this embodiment, this step completes the crucial translation and activation from human-readable business rules to machine-executable reasoning logic.

[0038] Transformation: A template engine can be used as a translator. The system reads the structured business rule data defined in step S3, matches the corresponding rule transformation template according to the rule type (default, association, exclusion, condition), and automatically generates rule definitions that can be directly loaded and used for reasoning by the target rule engine (such as CLIPS, Drools). For example, an association rule expressed as "if A then B" can be automatically converted into a condition-action logic unit required by the rule engine. This design decouples business language from technical language, allowing staff to focus on rule logic without having to worry about the complex syntax of the underlying rule engine.

[0039] Loading: The rule definitions generated by the transformation are dynamically loaded into the initialized configuration selection expert system runtime environment through the application programming interface provided by the rule engine, so that the rules officially take effect and become part of the expert system's knowledge base, ready to perform logical reasoning on the input facts at any time.

[0040] Through this step, the statically stored business knowledge is transformed into a dynamic, automated decision engine in a standby state, providing core capabilities for real-time, online configuration selection and verification.

[0041] S5. In response to the project's product configuration requirements, initialize the project-level system configuration objects, physical configuration objects, and functional configuration layout planning objects based on the product platform to form a project configuration object set, and transform the project configuration object set into configuration facts in the expert system; In this embodiment, this step is an automated process of instantiating projects based on platform templates, realizing the transformation from potential products to specific product projects.

[0042] Project configuration object generation: The system uses the configuration objects of the product platform as templates to automatically create corresponding project-level objects one-to-one for specific project orders. For example, when the project requirements determine that 6 vehicles need to be grouped together, the system uses the "vehicle" physical configuration object in the platform as a template to automatically create 6 project-level vehicle physical configuration objects with independent identifiers (such as vehicle numbers). Similarly, the corresponding project-level system configuration objects and functional configuration layout planning objects are generated.

[0043] Configuration Relationship Inheritance and Construction: When creating objects, the system automatically inherits and instantiates the inter-configuration relationships defined in the product platform (such as which system a functional configuration belongs to and which physical location it is located in), and reconstructs a complete project configuration integration structure with specific location information at the project level.

[0044] Transforming into configurational facts: Subsequently, based on the predefined mapping relationship, the system extracts the key attributes (such as object ID, name, platform association ID, location path, vehicle number, etc.) from the above project configuration object set and fills them into the fact data structure of the expert system to generate configurational facts. These facts represent the expert system's understanding of the current project product structure and are the objective basis for subsequent logical reasoning.

[0045] Through this step, the abstract product platform knowledge is concretized into a project skeleton to be configured and provided to the expert system in a machine-understandable factual form, marking the formal entry of the configuration process from the preparation stage into the intelligent reasoning stage.

[0046] S6. Obtain project requirements analysis information, configure the option values ​​of project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system; In this embodiment, this step is a key interaction and data preparation process that combines user-driven and system intelligence.

[0047] Requirements Analysis and Option Configuration: Based on specific project requirements (such as client technical specifications and operational environment requirements), designers can differentiate and configure project-level products through the interface provided by the configuration management system. This includes: System requirement option configuration: For project-level system configuration objects (such as traction system, air conditioning system), select or enter specific values ​​for their system requirement options (such as speed level, cooling power) based on functional and performance requirements.

[0048] Physical configuration option configuration: For project-level physical configuration objects (such as each vehicle section and key components), select specific values ​​for their physical configuration options (such as driver's cab configuration and power configuration) based on the physical layout and installation requirements.

[0049] Transforming into configuration facts: Whenever a user completes a configuration, the system converts that configuration (e.g., traction system. speed level = 120km / h) into the corresponding option configuration facts in the expert system in real time; for parameter-type inputs, parameter configuration facts are generated, and these facts are loaded into the working memory of the expert system.

[0050] Through this step, the user's professional judgment and selection decisions are transformed into a series of clear, discrete conditional signals, which are input into the expert system with loaded rules and constructed configuration facts, thereby triggering the subsequent automatic reasoning chain and realizing a close combination of human guidance and automatic verification / completion.

[0051] S7. The expert system performs logical reasoning based on configuration facts, option and parameter configuration facts and selection rules to determine the selection status of system configuration objects, physical configuration objects and functional configuration layout planning objects in the project, and infers and generates option values ​​associated with each object. In this embodiment, this step is the core reasoning process in which the configuration selection expert system exerts its expert intelligence. The rule engine is activated and performs pattern matching and logical deduction on all facts (configuration facts, option / parameter configuration facts) in the working memory and all rules (selection rules) in the knowledge base.

[0052] Triggering and Matching: New facts or configuration changes generated by user configuration will trigger relevant rules. The rule engine will match the condition part of the rule with the facts in the working memory to find all rule instances that meet the conditions.

[0053] Reasoning and Execution: The rules that enter the conflict resolution agenda are triggered sequentially. The execution part of the rules will carry out a series of actions, mainly including two types: 1. Update Configuration Status: Based on logical conditions, automatically set the configuration status of relevant system, physical, or functional configuration layout planning objects to "selected" or "not selected". For example, the rule may automatically set the "traction motor" functional configuration status of its wheelset position to "selected" based on the condition "power configuration = power".

[0054] 2. Derivation of Option Values: Based on the determined option values ​​(e.g., speed rating = 120km / h), combined with business rules (e.g., association rules), the system automatically derives and sets the product requirement option values ​​required by other associated functional configuration layout planning objects (e.g., setting "rated power = 250kW" for all "traction motor" functional configuration layout planning objects). This solves the problem of configuring deep and derived parameters that are difficult to fully cover manually.

[0055] Iteration and stability: The above reasoning process may be iterative. Newly generated or modified facts (such as newly set optional states or option values) may trigger other rules again, triggering a new round of reasoning, until no new rules can be triggered and the system reaches a stable reasoning result state.

[0056] S8. Based on the selected configuration status, associated option values, and project configuration object set, generate a project configuration view. The project configuration view includes a data-connected system configuration view, a physical configuration view, and a location area configuration view.

[0057] In this embodiment, this step is a process of presenting and extracting multi-dimensional information based on a unified data source, realizing one set of data with multiple views.

[0058] Unified data source: All views are based on the same set of project configuration objects (generated in S5) and their attached configuration states and option values ​​(configured in S6, inferred in S7), which ensures the consistency, synchronization and traceability of data in all views.

[0059] Dynamic view generation: Instead of storing multiple independent view data, the system dynamically selects, organizes, and renders the corresponding views from a unified data source based on the user's perspective requirements. 1. System Configuration View: Using the hierarchical relationship of system configuration objects as the framework, this view attaches and displays the functional configuration layout planning objects belonging to each system and their final determined technical parameters (option values). This view is intended for system engineers and overall designers, focusing on the implementation of functional logic.

[0060] 2. Physical Configuration View: Using the assembly hierarchy and location areas of physical configuration objects as a framework, this view shows the functional configuration layout planning objects and their status arranged in each physical location. This view is intended for mechanical design, process and manufacturing engineers and focuses on physical assembly and spatial layout.

[0061] 3. Location Area Configuration View: Based on standardized location area codes (such as vehicle zones and equipment compartments), this view spans the physical assembly level and summarizes and displays all functional configuration layout planning objects within a specific area. This view is geared towards maintenance, repair, and field operators, focusing on the geographical location and maintenance accessibility of the equipment.

[0062] Data integration: Since the views originate from the same data source, any modification to the information of a functional configuration layout planning object in any view (with permission) will be synchronized to all other views in real time. No data conversion or import / export is required, which can meet the different perspectives of product configuration information at all stages of the entire life cycle, such as design, process, production, and maintenance.

[0063] Compared with the prior art, the configuration method, system, device and medium based on the product platform provided in this application have the following beneficial effects: 1. Automated verification and error prevention in the configuration process: By introducing a configuration selection expert system, business rules are converted into configuration rules that can be executed by the rule engine, and real-time logical reasoning is performed on the configuration information to build a core mechanism for automated verification and error prevention. This enables rule conflicts and logical contradictions in the configuration process to be automatically detected and warned at the source of operation, which significantly reduces the risk of incorrect configurations flowing into downstream processes due to human negligence or lack of experience, and greatly improves the quality and reliability of the configuration process.

[0064] 2. Solved the problem of centralized rule management and maintenance difficulties: By building a product platform for defining and managing system configurations, physical configurations, functional configurations, location areas and functional configuration layout planning objects, and establishing related relationships, the decoupling and centralized management of business rules and physical structure nodes were realized. This makes rule maintenance no longer dependent on complex physical structure trees, effectively reducing the complexity, cost and error probability of rule maintenance, and providing a clear and stable rule foundation for automated verification.

[0065] 3. Provides multi-perspective integrated data expression capabilities, improving business collaboration efficiency: Based on a unified configuration data source, it can generate system configuration views, physical configuration views, and location area configuration views on demand, enabling different business links such as design, process, production, and maintenance to directly obtain configuration information that conforms to their business perspective. This reduces the information duplication and interpretation ambiguity caused by the single data perspective in the traditional model, ensures the consistency and traceability of data throughout the entire life cycle, and improves cross-departmental collaboration efficiency.

[0066] In summary, this application, through an integrated design that combines rule decoupling, expert system reasoning, and multi-view connectivity, achieves a high degree of automation and intelligence in product configuration while ensuring accuracy, consistency, and efficient collaboration throughout the entire process from requirement input to final output.

[0067] As one implementation method, in this application embodiment, the business rules include at least one of default rules, association rules, exclusion rules, and conditional rules.

[0068] In this embodiment, the above four types of rules together constitute a business rule system covering all configuration scenarios: 1. Default Rules: Used to specify initial or recommended values ​​for specific options. They have no conditional part and only contain execution activities, automatically taking effect when the corresponding option has not been explicitly configured by the user. For example, {speed level = 120km / h}. Their purpose is to improve the efficiency of basic configurations and implement enterprise standards or commonly used configurations.

[0069] 2. Association Rules: Used to define the dependency relationship between two or more option values. Their structure is "If condition A, then B must (or by default) be active". For example, {If driving mode = autonomous driving, then traction control mode = driving control}. Their function is to ensure the technical consistency and coherence of the configuration. When the main option is determined, it automatically completes or verifies the settings of dependent items.

[0070] 3. Exclusion Rules: These define the mutual exclusion relationship between two or more option values. Their structure is "If both condition A and condition B are true, then an error or warning will be displayed." For example, {current collection method = pantograph, return mode = dedicated rail return} cannot coexist. Their purpose is to prevent technical conflicts or invalid configuration combinations, imposing mandatory or advisory constraints at the configuration source.

[0071] 4. Conditional Rules: These rules enable automated configuration selection based on complex logical conditions. The conditional part can consist of multiple expressions connected by logical operators (AND, OR, NOT). When the condition is met, activities such as setting the configuration selection status or option value are executed. For example, {If (Power Configuration = Power) and (Position = +1), then (Traction Motor = Optional)}. Its function is to automate deep-level engineering logic, enabling automatic derivation from user input to detailed configuration design.

[0072] As one implementation method, in this embodiment of the application, the project configuration object set is transformed into configuration facts in an expert system, including: Configure the data mapping relationship between the attribute names and data types of each object and the field names of facts in the expert system; In this embodiment, the attribute names and data types of the configuration system configuration object, physical configuration object, and functional configuration layout planning object are mapped to the data mapping relationship of the field names of facts in the expert system.

[0073] Based on the mapping relationship, the attribute names of each object in the project configuration object set are assigned to the corresponding expert system fact fields to generate configuration facts in the expert system.

[0074] In this embodiment, this process is the specific operation of data transformation and fact-making. The system traverses each system configuration object, physical configuration object and functional configuration layout planning object, extracts its attribute name and data type, instantiates the corresponding type of fact and completes the field name assignment, and finally adds the constructed fact to the working memory of the expert system through the loading operation, thereby constructing a digital image of the project for reasoning.

[0075] As one implementation method, in this embodiment of the application, the business rules are converted into selection rules executable by the rule engine in the preset configuration selection expert system, including: The template engine converts business rules into executable configuration rules that can be executed by the rule engine in the preset configuration configuration expert system.

[0076] In this embodiment, the template engine (such as Jinja2 or Freemarker) acts as an automated generator from structured business data to target rule code, and its working principle is as follows: 1. Pre-built templates: For each type of business rule (default, association, exclusion, condition) and target rule engine (such as CLIPS), a corresponding rule code template is pre-designed. The template is a text file containing a fixed syntax skeleton and dynamic variable placeholders. The fixed part is the syntax structure of the target rule engine, and the variable part corresponds to the specific elements in the business rule (such as option ID, value ID, logical operators, etc.).

[0077] 2. Data Binding and Rendering: When a specific business rule needs to be transformed, the system reads the structured data of the rule (such as JSON format) and selects the corresponding template according to its rule type. Then, the template engine binds the specific values ​​in the rule data (such as the ID "002" of "driving mode") to the corresponding variable placeholders in the template.

[0078] 3. Rule definition generation: After data binding is completed, the template engine performs rendering operations and outputs a complete executable rule definition that conforms to the target rule engine's syntax specifications.

[0079] The advantage of this approach is that it decouples business from technology: business experts only need to focus on the rule logic itself and define the rule data in a user-friendly interface; the technical implementation details (such as the specific syntax and code structure of the rule engine) are encapsulated in the templates in the backend. When the rule engine needs to be switched or upgraded, only the corresponding template library needs to be updated, without rewriting a large number of business rules, which greatly improves the maintainability and scalability of the system.

[0080] As one implementation method, in this embodiment of the application, step S2 includes: S21. Associate one or more system requirement options with each system configuration object, and define a list of possible enumerated values ​​or a range of parameter values ​​for each system requirement option. In this embodiment, the process aims to quantify and standardize abstract system functional requirements, such as defining "traction control mode" (enumerated values: vehicle control, frame control) and "maximum traction force" (parameter range) for the "traction system". This constrains the optional inputs within a predefined and reasonable technical range.

[0081] S22. Associate one or more physical configuration options with each physical configuration object, and define a list of optional enumeration values ​​for each physical configuration option.

[0082] In this embodiment, the process aims to normalize the description of possible variations of physical entities, such as defining "driver's cab configuration" (enumeration values: yes, no) and "drag configuration" (enumeration values: 2 moving, 2 dragging, 1 moving and 1 dragging) for "vehicle". This fully characterizes the optional forms of physical objects and forms the basis of modular physical design.

[0083] As one implementation method, in this embodiment of the application, step S6 includes: S61. Obtain product system function and parameter requirements and product physical layout requirements; In this embodiment, this step is the starting point for the configuration process, which aims to clarify the specific constraints and objectives of this project. The input sources can be technical specifications, line conditions, etc.

[0084] S62. For project-level system configuration objects, select system requirement options based on product system function and parameter index requirements; for project-level physical configuration objects, select physical configuration options based on product physical layout requirements. In this embodiment, this step is the core decision-making process guided by the system. The designer implements the top-level requirements item by item in the interactive interface as the precise selection of system requirement options and physical configuration options.

[0085] S63. Convert all option values ​​of system requirement options and physical configuration options into option configuration facts in the expert system.

[0086] In this embodiment, this step is crucial for synchronizing key data from user decision-making to machine reasoning. Each selection operation triggers the instantiation, filling, and injection of corresponding expert system facts in real time, transforming all technical decisions into "facts" for reasoning.

[0087] As one implementation method, in this embodiment of the application, when the product platform is used as a rail transit vehicle product platform, the project product configuration requirements include train formation requirements.

[0088] As one implementation method, in this embodiment of the application, step S5 includes: S51. For each project-level vehicle in the train formation requirements, set a vehicle number, and use the hierarchical structure of the system configuration, the hierarchical structure of the physical configuration, and the layout relationship of the functional configuration of the product platform as a template to automatically instantiate and generate corresponding project-level system configuration objects, project-level physical configuration objects, and project-level functional configuration layout planning objects for each project-level vehicle. In this embodiment, this step is the automated expansion and association of the project's multi-dimensional architecture, automatically creating a global system object based on the platform template and assigning functional objects to each vehicle.

[0089] S52. The project configuration object set consists of project-level system configuration objects, project-level physical configuration objects, and project-level functional configuration layout planning objects.

[0090] In this embodiment, this step marks the completion of the automated assembly of the complete project configuration data model, forming a multi-dimensional, strongly correlated data network, which serves as a unified data source for all subsequent operations. S53. Transform the set of project configuration objects into configuration facts in the expert system.

[0091] In this embodiment, based on the data mapping relationship between the attribute names and data types of the configured system configuration objects, physical configuration objects, and functional configuration layout planning objects and the field names of facts in the expert system, the attribute names and data types of the project-level system configuration objects, project-level physical configuration objects, and project-level functional configuration layout planning objects in the project configuration object set are assigned to the corresponding expert system fact field names, thereby generating configuration facts in the expert system.

[0092] like Figure 2 As shown in the embodiments of this application, a configuration system based on a product platform is also provided. The system includes: Module 21 is used to build the product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects. Option definition module 22 is used to define system requirement options for system configuration and physical configuration options for physical configuration; Rule definition module 23 is used to define business rules for configuration selection based on system requirement options and physical configuration options; The conversion and loading module 24 is used to convert business rules into optional rules that can be executed by the rule engine in the preset configuration optional expert system, and load the optional rules into the rule engine; The configuration generation module 25 is used to respond to the project product configuration requirements, initialize project-level system configuration objects, physical configuration objects and functional configuration layout planning objects based on the product platform, form a project configuration object set, and transform the project configuration object set into configuration facts in the expert system; The conversion module 26 is used to obtain project requirements analysis information, configure the option values ​​of project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system. The determination module 27 is used by the expert system to perform logical reasoning based on configuration facts, option and parameter configuration facts and selection rules to determine the selection status of system configuration objects, physical configuration objects and functional configuration layout planning objects in the project, and to reason and generate option values ​​associated with each object; The view generation module 28 is used to generate a project configuration view based on the selected status, associated option values ​​and project configuration object set. The project configuration view includes a data-connected system configuration view, a physical configuration view and a location area configuration view.

[0093] like Figure 3 As shown, this application embodiment also provides an electronic device, including: a processor 31, a memory 32, and a communication bus 33; Communication bus 33 is used to realize the connection and communication between processor 31 and memory 32; The processor 31 is used to execute the product platform-based configuration processing program stored in the memory 32 to implement the steps of any of the product platform-based configuration methods described above.

[0094] This application also provides a readable storage medium storing computer-executable instructions, which, when loaded and executed by a processor, implement the steps of any of the above-described product platform-based configuration methods.

[0095] The above description is merely an embodiment of the present invention. It should be noted that those skilled in the art can make improvements without departing from the inventive concept of the present invention, but these improvements all fall within the protection scope of the present invention.

Claims

1. A configuration method based on a product platform, characterized in that, include: Build a product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects; Define system requirement options for the system configuration and physical configuration options for the physical configuration; Based on the system requirement options and the physical configuration options, define business rules for configuration selection; The business rules are converted into configuration rules executable by the rule engine in the preset configuration configuration expert system, and the configuration rules are loaded into the rule engine. In response to the project's product configuration requirements, the project-level system configuration object, physical configuration object, and functional configuration layout planning object are initialized based on the product platform to form a project configuration object set, and the project configuration object set is transformed into configuration facts in the expert system; Obtain project requirements analysis information, configure option values ​​for project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system; The expert system performs logical reasoning based on the configuration facts, the option and parameter configuration facts, and the selection rules to determine the selection status of system configuration objects, physical configuration objects, and functional configuration layout planning objects in the project, and infers and generates option values ​​associated with each object. Based on the selected configuration status, the associated option values, and the project configuration object set, a project configuration view is generated. The project configuration view includes a data-connected system configuration view, a physical configuration view, and a location area configuration view.

2. The method according to claim 1, characterized in that, The business rules include at least one of the following: default rules, association rules, exclusion rules, and conditional rules.

3. The method according to claim 1, characterized in that, The step of transforming the set of project configuration objects into configuration facts in the expert system includes: Configure the data mapping relationship between the attribute names and data types of each object and the field names of the facts in the expert system; Based on the mapping relationship, the attribute names and data types of each object in the project configuration object set are assigned to the corresponding expert system fact field names to generate configuration facts in the expert system.

4. The method according to claim 1, characterized in that, The process of converting the business rules into executable configuration rules in the preset configuration configuration expert system includes: The template engine converts the business rules into executable configuration rules that can be executed by the rule engine in the preset configuration configuration expert system.

5. The method according to claim 1, characterized in that, The definition of system requirement options for the system configuration and the definition of physical configuration options for the physical configuration include: Associate one or more system requirement options with each system configuration object, and define a list of possible enumerated values ​​or a range of parameter values ​​for each system requirement option; Associate one or more physical configuration options with each physical configuration object, and define a list of optional enumeration values ​​for each physical configuration option.

6. The method according to claim 1, characterized in that, The process of acquiring project requirements analysis information, configuring option values ​​for project-level system requirements and physical configuration options, and converting these option values ​​into option and parameter configuration facts in the expert system includes: Obtain product system function and parameter requirements, as well as product physical layout requirements; For project-level system configuration objects, system requirement options are selected based on the product system function and parameter index requirements; for project-level physical configuration objects, physical configuration options are selected based on the product physical layout requirements. All option values ​​of the system requirement options and physical configuration options are transformed into option configuration facts in the expert system.

7. The method according to claim 1, characterized in that, When the product platform is used for rail transit vehicle product platforms, the project product configuration requirements include train formation requirements.

8. The method according to claim 7, characterized in that, In response to project product configuration requirements, the process initializes project-level system configuration objects, physical configuration objects, and functional configuration layout planning objects based on the product platform, forming a project configuration object set, and transforms the project configuration object set into configuration facts in the expert system, including: For each project-level vehicle in the train formation requirements, a vehicle number is assigned, and the corresponding project-level system configuration object, project-level physical configuration object, and project-level functional configuration layout planning object are automatically instantiated for each project-level vehicle, using the hierarchical structure of the product platform's system configuration, hierarchical structure of the physical configuration, and layout relationship of the functional configuration as templates. The project configuration object set is composed of the project-level system configuration object, the project-level physical configuration object, and the project-level functional configuration layout planning object; The set of project configuration objects is transformed into configuration facts in the expert system.

9. A configuration system based on a product platform, characterized in that, The system includes: The building module is used to build the product platform, which is used to define and manage system configurations, physical configurations, functional configurations, location areas, and functional configuration layout planning objects. The option definition module is used to define system requirement options for the system configuration and physical configuration options for the physical configuration. The rule definition module is used to define business rules for configuration selection based on the system requirement options and the physical configuration options; The conversion and loading module is used to convert the business rules into executable configuration rules in the rule engine of the preset configuration configuration expert system, and load the configuration rules into the rule engine; The configuration generation module is used to respond to the project product configuration requirements, initialize project-level system configuration objects, physical configuration objects and functional configuration layout planning objects based on the product platform, form a project configuration object set, and transform the project configuration object set into configuration facts in the expert system; The conversion module is used to acquire project requirements analysis information, configure the option values ​​of project-level system requirements options and physical configuration options, and convert the option values ​​into option and parameter configuration facts in the expert system. The determination module is used by the expert system to perform logical reasoning based on the configuration facts, the option and parameter configuration facts and the selection rules, to determine the selection status of system configuration objects, physical configuration objects and functional configuration layout planning objects in the project, and to infer and generate option values ​​associated with each object; The view generation module is used to generate a project configuration view based on the selected configuration status, the associated option values, and the project configuration object set. The project configuration view includes a data-connected system configuration view, a physical configuration view, and a location area configuration view.

10. An electronic device, characterized in that, include: Processor, memory, and communication bus; The communication bus is used to realize the connection and communication between the processor and the memory; The processor is configured to execute a product platform-based configuration processing program stored in the memory to implement the steps of the product platform-based configuration method as described in any one of claims 1-8.

11. A readable storage medium, characterized in that, The readable storage medium stores computer-executable instructions, which, when loaded and executed by a processor, implement the steps of the configuration method based on a product platform as described in any one of claims 1 to 8.

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