Intelligent report generation method and device, equipment, medium and program product

By generating initial report drafts using artificial intelligence and providing an integrated interactive environment, the problem of fragmented processes and low efficiency in traditional report writing is solved, achieving efficient and standardized report generation and knowledge reuse.

CN121833863APending Publication Date: 2026-04-10INDUSTRIAL AND COMMERCIAL BANK OF CHINA
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Filing Date
2025-12-25
Publication Date
2026-04-10

AI Technical Summary

Technical Problem

Existing technologies suffer from problems such as fragmented workflows, low efficiency, error-proneness, high startup thresholds, and difficulty in reusing results when generating structured reports with standardized formats and accurate content.

Method used

An initial report draft is generated using an artificial intelligence model, providing an integrated interactive environment, including a dynamic outline view, a report editing view, and an injectable asset view, enabling automatic injection of structured content, supporting user editing, and forming the final report.

Benefits of technology

It improves the efficiency and accuracy of report generation, lowers the threshold for starting, ensures the standardization of content and consistency of format, and enables the reusability of analysis results and knowledge accumulation.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention provides an intelligent report generation method which can be applied to the field of artificial intelligence. The intelligent report generation method comprises the steps that in response to a report generation instruction, current work context information is aggregated, and based on a preset report template, an initial report draft containing a preset chapter structure and preliminary content is generated through an artificial intelligence model; providing an integrated interaction environment, wherein the integrated interaction environment synchronously provides a dynamic outline view, a report editing view and an injectable asset view; and in response to a selection operation on the target assets in the injectable asset view, automatically injecting the structured content corresponding to the target assets into the current editing focus position of the report editing view, so that the user continues to edit based on the integrated interaction environment to form a final report. The invention further provides an intelligent report generation device and equipment, a storage medium and a program product.
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Description

Technical Field

[0001] This application relates to the field of artificial intelligence, and more specifically to a method, apparatus, device, medium, and program product for generating intelligent reports. Background Technology

[0002] In professional fields such as finance, consulting, and research and analysis, generating well-formatted and accurate structured reports is a routine and crucial task. Currently, the traditional report writing methods widely used in the industry suffer from significant workflow fragmentation and efficiency bottlenecks, making it difficult to meet the demands for high-efficiency, high-quality business operations.

[0003] Specifically, the typical workflow of existing technical solutions is as follows: Report writers first need to obtain the required data, text snippets, or preliminary analysis conclusions from independent AI dialogue systems, data analysis tools, or third-party information platforms. Then, they need to launch a separate document editing application and manually copy and paste these scattered content snippets into a blank document. Finally, a significant amount of time is required for tedious formatting adjustments, chapter reorganization, and content consistency checks.

[0004] This traditional model has several inherent flaws: First, the workflow is severely fragmented and inefficient, requiring writers to frequently switch between multiple isolated software windows, disrupting the cognitive flow and significantly reducing work efficiency. Second, the process relies heavily on manual intervention, which easily introduces errors; manual copying and pasting can easily lead to information omissions, data misalignments, or formatting issues, affecting the accuracy and professionalism of the report. Third, the "cold start" barrier for report writing is high; faced with complex report templates and blank documents, writers must start from scratch to conceive the structure and content, posing a significant challenge, especially for newcomers. Furthermore, valuable intermediate results generated in the early analysis phase (such as key dialogue conclusions and generative analysis charts) lack effective structured management and reuse mechanisms, making it difficult to conveniently and accurately cite and integrate them in the final report, resulting in a waste of analytical resources. Summary of the Invention

[0005] In view of the above problems, this application provides a method, apparatus, device, medium and program product for generating intelligent reports.

[0006] According to a first aspect of this application, an intelligent report generation method is provided, comprising: responding to a report generation instruction, aggregating current working context information, and generating an initial report draft containing a preset chapter structure and preliminary content based on a preset report template using an artificial intelligence model; providing an integrated interactive environment, which synchronously provides a dynamic outline view, a report editing view, and an injectable asset view; wherein, the report editing view is used to load and present the initial report draft and supports user editing; the dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and maintains linkage with the report editing view, so that users can locate and navigate the corresponding content in the report editing view by operating the dynamic outline view; the injectable asset view is used to load and present at least one pre-generated and stored structured injectable asset; responding to a selection operation of a target asset in the injectable asset view, automatically injecting the structured content corresponding to the target asset into the current editing focus position of the report editing view, so that users can continue editing based on the integrated interactive environment to form a final report.

[0007] According to embodiments of this application, the current working context information includes at least one of the following: due diligence materials loaded by the user in the current working session, historical dialogue records between the user and the artificial intelligence model, and structured injectable assets saved by the user.

[0008] According to embodiments of this application, the dynamic outline view and the report editing view are linked, including: real-time monitoring of the addition, deletion or modification of title marker elements in the report editing view; dynamically generating and updating corresponding navigation links in the dynamic outline view according to the hierarchy and content of the title marker elements; and controlling the display area of ​​the report editing view in response to a trigger operation on any navigation link in the dynamic outline view, so that it scrolls to the position of the corresponding title marker element.

[0009] According to an embodiment of this application, in response to a selection operation of a target asset in an injectable asset view, the method includes: listening for click events of insertion controls set on each asset item in the injectable asset view; when a click event is triggered, decoding and obtaining the structured content data of the target asset from the data attributes associated with the insertion control.

[0010] According to an embodiment of this application, automatically injecting the structured content corresponding to the target asset into the current editing focus position of the report editing view includes: obtaining the current selection information of the rich text editor instance associated with the report editing view; determining the index position for content injection based on the current selection information; and calling the application programming interface of the rich text editor instance to insert the structured content data in Hypertext Markup Language format at the index position.

[0011] According to embodiments of this application, structured injectable assets include intermediate results generated during the analysis process. These intermediate results include at least the following two types: note-type assets, which are key information fragments with independent semantics that are actively marked and extracted by the user from interactive dialogues with artificial intelligence models; and tool-generated assets, which are analysis result modules containing charts or structured conclusions that are automatically generated by processing input data through dedicated analysis tools integrated within the system.

[0012] According to an embodiment of this application, the integrated interactive environment is configured to render a modal window or independent workspace in a graphical user interface. The window or workspace synchronously presents a dynamic outline view, a report editing view, and an injectable asset view in a fixed three-column layout. Each of the three view containers has an independent scrollable window attribute, allowing the user to scroll through content in any column without interfering with the view state of other columns.

[0013] The second aspect of this application provides an intelligent report generation device, comprising: a first generation module, configured to, in response to a report generation instruction, aggregate current working context information and, based on a preset report template, generate an initial report draft containing a preset chapter structure and preliminary content through an artificial intelligence model; a data interaction module, configured to provide an integrated interactive environment, which simultaneously provides a dynamic outline view, a report editing view, and an injectable asset view; wherein, the report editing view is used to load and present the initial report draft and supports user editing; the dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and maintains linkage with the report editing view, so that users can locate and navigate the corresponding content in the report editing view by operating the dynamic outline view; the injectable asset view is used to load and present at least one pre-generated and stored structured injectable asset; and a second generation module, configured to, in response to a selection operation of a target asset in the injectable asset view, automatically inject the structured content corresponding to the target asset into the current editing focus position of the report editing view, so that users can continue editing based on the integrated interactive environment to form a final report.

[0014] A third aspect of this application provides an electronic device comprising: one or more processors; and a memory for storing one or more computer programs, wherein the one or more processors execute the one or more computer programs to implement the steps of the method described above.

[0015] A fourth aspect of this application also provides a computer-readable storage medium having a computer program or instructions stored thereon, which, when executed by a processor, implement the steps of the above-described method.

[0016] The fifth aspect of this application also provides a computer program product, including a computer program or instructions that, when executed by a processor, implement the steps of the above-described method. Attached Figure Description

[0017] The above-mentioned contents, other objects, features and advantages of this application will become clearer from the following description of embodiments with reference to the accompanying drawings, in which:

[0018] Figure 1 The illustrations depict application scenarios of the intelligent report generation method, apparatus, device, medium, and program product according to embodiments of this application.

[0019] Figure 2 A flowchart illustrating an intelligent report generation method according to an embodiment of this application is shown schematically;

[0020] Figure 3 A flowchart illustrating a method according to an embodiment of this application for responding to a selection operation of a target asset in an injectable asset view is shown schematically.

[0021] Figure 4 This illustration schematically shows a flowchart of a method for automatically injecting structured content corresponding to a target asset into the current editing focus position of a report editing view according to an embodiment of this application;

[0022] Figure 5 A schematic diagram illustrating the structure of an intelligent report generation apparatus according to an embodiment of this application is shown; and

[0023] Figure 6 A block diagram schematically illustrates an electronic device suitable for implementing a smart report generation method according to an embodiment of this application. Detailed Implementation

[0024] The embodiments of this application will now be described with reference to the accompanying drawings. However, it should be understood that these descriptions are exemplary only and are not intended to limit the scope of this application. In the following detailed description, numerous specific details are set forth to provide a thorough understanding of the embodiments of this application for ease of explanation. However, it will be apparent that one or more embodiments may be implemented without these specific details. Furthermore, descriptions of well-known structures and technologies are omitted in the following description to avoid unnecessarily obscuring the concepts of this application.

[0025] The terminology used herein is for the purpose of describing particular embodiments only and is not intended to limit the scope of this application. The terms “comprising,” “including,” etc., as used herein indicate the presence of features, steps, operations, and / or components, but do not exclude the presence or addition of one or more other features, steps, operations, or components.

[0026] All terms used herein (including technical and scientific terms) have the meanings commonly understood by those skilled in the art, unless otherwise defined. It should be noted that the terms used herein are to be interpreted in a manner consistent with the context of this specification, and not in an idealized or overly rigid way.

[0027] When using expressions such as "at least one of A, B and C", they should generally be interpreted in accordance with the meaning that is commonly understood by those skilled in the art (e.g., "a system having at least one of A, B and C" should include, but is not limited to, a system having A alone, a system having B alone, a system having C alone, a system having A and B, a system having A and C, a system having B and C, and / or a system having A, B and C, etc.).

[0028] This application provides an intelligent report generation method, comprising: responding to a report generation instruction, aggregating current working context information, and generating an initial report draft containing a preset chapter structure and preliminary content based on a preset report template using an artificial intelligence model; providing an integrated interactive environment, which simultaneously provides a dynamic outline view, a report editing view, and an injectable asset view; wherein, the report editing view is used to load and present the initial report draft and supports user editing; the dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and maintains linkage with the report editing view, so that users can locate and navigate the corresponding content in the report editing view by operating the dynamic outline view; the injectable asset view is used to load and present at least one pre-generated and stored structured injectable asset; responding to the selection operation of a target asset in the injectable asset view, the structured content corresponding to the target asset is automatically injected into the current editing focus position of the report editing view, so that users can continue editing based on the integrated interactive environment to form a final report. By automatically generating structured report drafts using artificial intelligence models to overcome the "cold start" problem, providing an integrated interactive environment that simultaneously offers dynamic outline views, report editing views, and injectable asset views to achieve immersive editing, ensuring the accuracy and format compliance of content delivery through a standardized "one-click injection" mechanism, improving report content quality by accumulating key findings from the analysis process into reusable assets, and enhancing control over the editing of complex documents through real-time generation and two-way linkage of dynamic outlines, this system systematically solves the technical problems in traditional report writing processes, such as high start-up thresholds, fragmented and inefficient operations, susceptibility to errors, difficulty in reusing results, and difficulties in managing long documents. It achieves a highly efficient transformation from primarily manual operation to intelligent human-machine collaboration.

[0029] Figure 1 The diagram illustrates an application scenario of the intelligent report generation method according to an embodiment of this application.

[0030] like Figure 1As shown, application scenario 100 according to this embodiment may include a first terminal device 101, a second terminal device 102, a third terminal device 103, a network 104, and a server 105. The network 104 serves as a medium for providing a communication link between the first terminal device 101, the second terminal device 102, the third terminal device 103, and the server 105. The network 104 may include various connection types, such as wired or wireless communication links, or fiber optic cables, etc.

[0031] Users can use the first terminal device 101, the second terminal device 102, and the third terminal device 103 to interact with the server 105 via the network 104 to receive or send messages, etc. Various communication client applications can be installed on the first terminal device 101, the second terminal device 102, and the third terminal device 103, such as shopping applications, web browser applications, search applications, instant messaging tools, email clients, social media platform software, etc. (for example only).

[0032] The first terminal device 101, the second terminal device 102, and the third terminal device 103 can be various electronic devices with displays and support web browsing, including but not limited to smartphones, tablets, laptops, and desktop computers.

[0033] Server 105 can be a server that provides various services, such as a backend management server that supports websites browsed by users using the first terminal device 101, the second terminal device 102, and the third terminal device 103 (this is just an example). The backend management server can analyze and process data such as received user requests, and feed back the processing results (such as web pages, information, or data obtained or generated according to user requests) to the terminal devices.

[0034] It should be noted that the intelligent report generation method provided in this application embodiment can generally be executed by server 105. Correspondingly, the intelligent report generation device provided in this application embodiment can generally be located in server 105. The intelligent report generation method provided in this application embodiment can also be executed by a server or server cluster that is different from server 105 and capable of communicating with the first terminal device 101, the second terminal device 102, the third terminal device 103, and / or server 105. Correspondingly, the intelligent report generation device provided in this application embodiment can also be located in a server or server cluster that is different from server 105 and capable of communicating with the first terminal device 101, the second terminal device 102, the third terminal device 103, and / or server 105.

[0035] It should be understood that Figure 1The number of terminal devices, networks, and servers shown is merely illustrative. Depending on implementation needs, any number of terminal devices, networks, and servers can be included.

[0036] The following will be based on Figure 1 The described scene, through Figures 2-4 The intelligent report generation method according to the embodiments of this application will be described in detail.

[0037] Figure 2 A flowchart illustrating an intelligent report generation method according to an embodiment of this application is shown schematically.

[0038] like Figure 2 As shown, the intelligent report generation method according to the embodiments of this application includes operations S210 to S230.

[0039] In operation S210, in response to the report generation instruction, the current work context information is aggregated, and based on the preset report template, an initial report draft containing a preset chapter structure and preliminary content is generated through an artificial intelligence model.

[0040] In the embodiments of this application, the system responds to a user-triggered report generation command and initiates an automated report draft generation process. This process begins with the context aggregation service module automatically retrieving and aggregating multi-dimensional current work context information from associated data sources based on the current work session identifier. This includes business data loaded by the user in the current session, complete historical dialogue records with the AI ​​assistant, and all structured injectable assets saved by the user during the analysis phase. This allows for the construction of a highly personalized, real-time, and complete task context, ensuring that the report draft generated by the AI ​​model is deeply rooted in the user's specific work scenario. This significantly enhances the business relevance and direct usability of the content. This mechanism ensures the integrity and coherence of knowledge transfer from analysis to writing, effectively avoiding the loss and omission of key information in traditional manual processes. The aggregation service performs structured preprocessing and logical concatenation on this information, forming context-rich prompt prefixes. Subsequently, the system matches a preset report template according to the command or type. This template defines a complete chapter structure and content generation guidelines for each chapter. The AI ​​draft generation module merges the prompt prefixes with the template to construct a formatted final prompt and submits it to the AI ​​model (such as a large language model). Based on the prompt, the model understands the instruction to generate a structured report. Utilizing the provided contextual information, it fills in relevant content into the various sections of the template using professional language, automatically generating an initial draft report containing preset heading levels and preliminary arguments. This draft is then saved and prepared for loading into the report editing view, providing users with a highly relevant, structurally complete, and directly editable intelligent starting point. This process automates and personalizes the transformation from fragmented information to a structured draft, significantly lowering the barrier to entry for report writing and improving the quality of initial content.

[0041] In the embodiments of this application, the artificial intelligence model is not limited to a single large language model, but can be implemented as a modular model system or pipeline based on task decoupling and collaboration. This system decomposes the end-to-end report generation task into multiple logically continuous and functionally specialized sub-tasks, with corresponding model components working collaboratively to achieve higher quality and more controllable content generation. Specifically, the model system may include: a context understanding and structure planning module, which is responsible for performing deep semantic analysis on the aggregated current working context information and generating a detailed, dynamic content outline containing chapter key points and logical relationships based on a preset report template; a content generation and filling module, which extracts and organizes content from the context information according to the aforementioned outline, generates coherent text for each chapter, and fills it into the corresponding positions in the draft; and a style checking and quality enhancement module, which is responsible for automatically performing consistency checks, logical flow checks, professional polishing, and format optimization on the generated draft. This "plan-generate-enhancement" pipeline architecture, through task decoupling, allows for optimization or selection of dedicated models for each subtask, thereby improving the overall accuracy, standardization, and structure of the output content. Simultaneously, this architecture enhances the interpretability and user intervention of the generation process, enabling high-level content control during the structural planning phase and improving the modularity of system iteration and maintenance. It should be noted that the above modules can be implemented as independent dedicated models, or they can be logically separated based on the same fundamental model through differentiated prompting strategies and function calls. The scope of this application covers all technical solutions that use a single model or such modular model pipelines and any equivalent variations to implement intelligent report generation functionality.

[0042] In operation S220, an integrated interactive environment is provided, which synchronously provides a dynamic outline view, a report editing view, and an injectable asset view. The report editing view is used to load and present the initial report draft and supports user editing. The dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and is linked with the report editing view, so that users can locate and navigate the corresponding content in the report editing view by operating the dynamic outline view. The injectable asset view is used to load and present at least one pre-generated and stored structured injectable asset.

[0043] In the embodiments of this application, the integrated interactive environment is configured to render a modal window or independent workspace in the graphical user interface. The window or workspace synchronously presents a dynamic outline view, a report editing view, and an injectable asset view in a fixed three-column layout. Each of the three view containers has an independent scrollable window attribute, allowing users to scroll through content in any column without interfering with the view state of other columns. That is, when a user scrolls through content in a certain column (such as viewing a long report or asset list), it will not affect the display position and focus state of other columns, thus ensuring the flexibility of local operations while maintaining the stability of the global layout. When the integrated interactive environment is in multi-user collaborative mode, the dynamic outline view can highlight the chapters that other users are editing, the injectable asset view can distinguish between team-shared assets and personal assets, and the content injection operation will be synchronized to the views of all collaborating users in real time.

[0044] In embodiments of this application, the dynamic outline view, report editing view, and injectable asset view are... Figure 3 These views collectively form a complementary, data-linked, and collaborative organic whole, supporting an efficient and immersive intelligent report writing process. Specifically, the report editing view, located in the center of the layout as the core creation area, loads and presents the initial report draft generated by the AI ​​model, providing users with a direct content editing surface. This view simultaneously serves as the endpoint of data output and the starting point of interactive input. The content of the dynamic outline view originates from the analysis of its structure, while the value of the injectable asset view is ultimately realized by injecting content into it. Furthermore, user editing operations in this view drive the real-time updates of the dynamic outline view. The dynamic outline view, typically located on the left side of the layout, acts as a real-time visual mapping and global navigation of the document structure. By continuously monitoring changes in the report editing view's content, it automatically extracts title elements and dynamically generates an interactive navigation tree, thus forming a two-way linkage with the report editing view. On one hand, it provides a global view as a "real-time mirror" of the macro structure of the editing view; on the other hand, it allows users to precisely control the display area of ​​the editing view through navigation links, enabling rapid chapter location and navigation. The injectable asset view is usually located on the right side of the layout. It serves as a centralized management and retrieval center for the results of previous analysis, and is used to load and display pre-generated structured injectable assets. It forms a one-way reinforcing relationship of supply and consumption with the report editing view. That is, the asset view serves as a supply warehouse for standardized content modules, while the editing view serves as a consumption workshop for content assembly. Users can inject asset modules into the current focus position of the editing view with one click by selecting an operation, thereby transforming the traditional error-prone manual operation into a precise and reliable modular assembly.

[0045] In summary, within this integrated environment, the report editing view undertakes the core creative function, the dynamic outline view provides structural navigation and global positioning support, and the injectable asset view is responsible for the immediate supply of high-quality materials. Through the fixed spatial layout and precise logical linkage of these three elements, this system reconstructs the traditional linear report writing process into a three-dimensional collaborative work mode that features parallel spatial operation, information visualization, and real-time operation. This effectively reduces the cognitive load on users and comprehensively improves the efficiency and user experience of the entire process from content conception and editing to the final draft.

[0046] In the embodiments of this application, the linkage mechanism between the dynamic outline view and the report editing view is implemented through a real-time, bidirectional event-driven technology chain. Specifically, it includes: real-time monitoring of the addition, deletion, or modification of title marker elements in the report editing view; dynamically generating and updating corresponding navigation links in the dynamic outline view based on the hierarchy and content of the title marker elements; and controlling the display area of ​​the report editing view in response to triggering any navigation link in the dynamic outline view, causing it to scroll to the position of the corresponding title marker element. This linkage mechanism achieves real-time synchronization between content editing and structure management, enabling the corresponding document structure view to be updated immediately when the user modifies the document content, while also supporting direct navigation to the corresponding position in the document through the structure view. It significantly improves the processing efficiency of long documents, allowing users to quickly locate the target chapter without manual scrolling. By continuously providing accurate visual representation of the document structure, it effectively reduces the cognitive burden and operational error rate for users editing complex documents. This mechanism ensures the accuracy of document structure navigation, completely avoiding problems such as mismatched titles and content, and hierarchical errors that may occur when manually maintaining the table of contents. Ultimately, this two-way interactive mechanism transforms the linear document editing process into an intelligent editing mode that supports multi-dimensional navigation. While improving the efficiency of individual work, it also provides technical support for maintaining structural consistency and ensuring document quality in a multi-user collaborative editing environment.

[0047] In the embodiments of this application, structured injectable assets include intermediate results generated during the analysis process. These intermediate results include at least two categories: note-type assets, which are key information fragments with independent semantics actively marked and extracted by the user from interactive dialogues with artificial intelligence models; and tool-generated assets, which are analysis result modules containing charts or structured conclusions automatically generated by processing input data through dedicated analysis tools integrated within the system. The beneficial effects of this assetization mechanism include: First, it achieves the systematic preservation and complete transfer of high-value intermediate results generated during the analysis phase, transforming temporary process data into knowledge units that can be structured for storage, retrieval, and reuse, ensuring the complete preservation and subsequent use of the analysis results. Second, this mechanism establishes a continuous workflow from analysis to writing, guiding users to save key information during the analysis phase and providing convenient access methods during the writing phase, achieving a smooth transition and operational continuity between different work phases. Third, by introducing standard format analysis results automatically generated by the system according to preset rules, it improves the consistency and professionalism of the generated reports in terms of content and format. Fourth, this mechanism reduces the requirement for writers to possess both in-depth analytical and document formatting skills, enabling them to efficiently assemble reports by calling pre-built standardized content modules. This facilitates division of labor and knowledge sharing and reuse within the team. Finally, the continuously accumulated structured assets provide a standardized and aggregateable material foundation for building an institutional-level professional knowledge base, supporting the organization's knowledge accumulation, experience transfer, and data-driven decision-making.

[0048] Return to reference Figure 2 In operation S230, in response to the selection operation of the target asset in the injectable asset view, the structured content corresponding to the target asset is automatically injected into the current editing focus position of the report editing view, so that the user can continue to edit based on the integrated interactive environment to form the final report.

[0049] In the embodiments of this application, "injection" is not merely inserting text, but rather a fusion of structured data carrying complete context, format, and semantics. For example, when injecting a "tool-generated asset" (such as a financial statement comparison chart), what is inserted is a complete module with interactive chart controls, data source references, and standard captions, rather than a static image.

[0050] In embodiments of this application, the operation of selecting a target asset in the injectable asset view may specifically include operations S310 to S320, see [link to relevant documentation]. Figure 3 .

[0051] In operation S310, listen for click events of the insert controls set on each asset item in the injectable asset view.

[0052] In the embodiments of this application, after the injectable asset view is rendered, the system uses an event delegation strategy on the front end to bind the click event listener to the parent container element of the asset view. This listener can intelligently filter the source of the event, and only when it detects that the user interaction is precisely triggered by a specific insertion control (such as a button or icon labeled "insert") attached to each asset item is it considered a valid operation, and the default propagation of the event is immediately prevented to isolate interference.

[0053] When operating S320, when a click event is triggered, the structured content data of the target asset is decoded and obtained from the data properties associated with the inserted control.

[0054] In the embodiments of this application, after confirming the validity of the click event, the system extracts a pre-stored and securely encoded structured content data string from the custom data attribute associated with the insertion control that triggered the event. By calling the corresponding decoding method, this string is restored to the original, complete structured content data. This data is typically a standardized string containing the text to be injected, its format, and possible embedded chart references. These two steps together constitute a precise, secure, and efficient front-end event-driven and data transmission mechanism, providing a crucial technical prerequisite and data guarantee for subsequent error-free content injection operations.

[0055] In the embodiments of this application, automatically injecting the structured content corresponding to the target asset into the current editing focus position of the report editing view may specifically include operations S410 to S430, see [link to relevant documentation]. Figure 4 .

[0056] In operation S410, obtain the current selection information of the rich text editor instance associated with the report editing view.

[0057] In the embodiments of this application, the system needs to accurately obtain the user's real-time editing state in the report editing view. The core of this is obtaining the current selection information of the rich text editor instance associated with the report editing view, including the cursor starting index and the selection length. This operation is performed immediately after the user clicks the asset insertion control, aiming to capture the exact state of the editor at the time of the click. If the user has already clicked or selected a location in the report text before clicking, this selection information will reflect that location; if no operation is performed, the selection may be null or point to the end of the document. Obtaining this information is the primary technical prerequisite for achieving "precise injection at the user's desired location." It ensures that the content insertion behavior is strictly aligned with the user's immediate editing intent, rather than being fixed in a certain place, thereby maintaining the naturalness and controllability of the editing process.

[0058] In operation S420, the index position for content injection is determined based on the current selection area information.

[0059] In the embodiments of this application, if the current selection information is valid, the index value is directly used as the starting index position for injection. This means that the content will be inserted at the location of the user's cursor or the beginning of the selected area. If the current selection information is invalid, the system executes an alternative strategy: by calling the method of the editor instance to obtain the document length, the current total length of the document is obtained, and this length value is used as the default index position, that is, the content is injected at the end of the document. The core value of this operation lies in its robustness and respect for user intent: it prioritizes the explicit interaction instructions of the user (cursor position), and adopts a safe and predictable default behavior (end of document) when there are no explicit instructions, ensuring that the injection operation can be reliably executed in any use case, without failing due to unexpected states or producing chaotic insertion results.

[0060] When operating S430, the application programming interface of the rich text editor instance is called to insert structured content data in Hypertext Markup Language format at the index position.

[0061] In the embodiments of this application, the insertion operation relies on the standard application programming interface (API) provided by the integrated rich text editing component. By calling the API information and passing in the predetermined index position and pre-processed data, the system can precisely insert structured content at the specified coordinates. This process ensures that the injected asset content can intelligently adapt and seamlessly integrate with the existing style system and formatting context of the main document, maintaining its content form and layout structure intact. This mechanism completely replaces the traditional copy-and-paste method that relies on manual operation, not only achieving a leap in operational efficiency but also eliminating common risks such as content formatting errors, inconsistent styles, data misalignment, and unexpected overwriting caused by human intervention from a technical perspective. Ultimately, this mechanism ensures that high-value information assets can be accurately incorporated into the report body in a standardized and complete form, thereby significantly enhancing the overall standardization, professional rigor, and fluency of the output content.

[0062] This content injection mechanism achieves comprehensive benefits through systematic technology. Regarding operational accuracy, the mechanism ensures accurate capture of user intent and lossless content transmission through event delegation monitoring and secure data encoding / decoding. It also leverages the rich text editor's selection awareness to achieve precise matching of content with document context, fundamentally preventing content misalignment. In terms of content integrity, the standardized interface-based format-preserving insertion ensures that asset content data, format, and styles are fully preserved during migration and intelligently adapted to the main document, eliminating formatting errors and style inconsistencies caused by manual operations. Regarding workflow efficiency, the mechanism simplifies traditional multi-step manual operations into integrated automatic injection, significantly reducing operation time and cognitive load, allowing authors to focus more on content optimization. Overall, this mechanism effectively enhances the reliability, standardization, and human-machine collaboration efficiency of the report generation system by improving operational accuracy, ensuring content quality, and optimizing workflow.

[0063] In summary, the intelligent report generation solution provided by this invention systematically solves the problems in the background technology through the following multi-layered technical effects: (1) Startup acceleration layer: solves the cold start problem through context aggregation and artificial intelligence generation; (2) Operation efficiency enhancement layer: eliminates process fragmentation and manual errors through three-view integration and one-click injection; (3) Quality assurance layer: ensures the accuracy of content and the standardization of format through asset management and structured injection; (4) Knowledge accumulation layer: transforms intermediate results into reusable assets and builds the foundation of the organization's knowledge base; (5) Experience optimization layer: provides enhanced control over complex documents through dynamic outline linkage.

[0064] Based on the above-described intelligent report generation method, this application also provides an intelligent report generation device. The following will combine... Figure 5 The device is described in detail.

[0065] Figure 5 A schematic block diagram of a smart report generation apparatus according to an embodiment of this application is shown.

[0066] like Figure 5 As shown, the intelligent report generation device 500 of this embodiment includes a first generation module 510, a data interaction module 520, and a second generation module 530.

[0067] The first generation module 510 is used to respond to the report generation instruction, aggregate the current working context information, and generate an initial report draft containing a preset chapter structure and preliminary content through an artificial intelligence model based on a preset report template. According to the embodiments of this application, the first generation module 510 can be used to perform the operation S210 described above, which will not be repeated here.

[0068] Optionally, the current work context information includes at least one of the following: due diligence materials that the user has loaded in the current work session, the user's historical dialogue records with the artificial intelligence model, and the structured injectable assets that the user has saved.

[0069] The data interaction module 520 provides an integrated interactive environment that synchronously provides a dynamic outline view, a report editing view, and an injectable asset view. The report editing view loads and presents an initial report draft and allows users to edit it. The dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and is linked to it, allowing users to navigate to the corresponding content in the report editing view by manipulating the dynamic outline view. The injectable asset view loads and presents at least one pre-generated and stored structured injectable asset. According to embodiments of this application, the data interaction module 520 can perform the operation S220 described above, which will not be repeated here.

[0070] Optionally, the dynamic outline view and the report editing view are linked, including: real-time monitoring of the addition, deletion or modification of title marker elements in the report editing view; dynamically generating and updating corresponding navigation links in the dynamic outline view according to the hierarchy and content of the title marker elements; and controlling the display area of ​​the report editing view in response to a trigger operation on any navigation link in the dynamic outline view, so that it scrolls to the position of the corresponding title marker element.

[0071] Optionally, structured injectable assets include intermediate results generated during the analysis process, which include at least the following two types: note-type assets, which are key information fragments with independent semantics that are actively marked and extracted by the user from the interactive dialogue with the artificial intelligence model; and tool-generated assets, which are analysis result modules containing charts or structured conclusions that are automatically generated by processing the input data through dedicated analysis tools integrated within the system.

[0072] Optionally, the integrated interactive environment is configured to render a modal window or independent workspace in a graphical user interface. The window or workspace synchronously presents a dynamic outline view, a report editing view, and an injectable asset view in a fixed three-column layout, with visual separators between the three columns and support for limited independent scrolling optimization of the paragraph.

[0073] The second generation module 530 is used to automatically inject the structured content corresponding to the target asset into the current editing focus position of the report editing view in response to the selection operation of the target asset in the injectable asset view, so that the user can continue to edit based on the integrated interactive environment to form the final report. According to the embodiments of this application, the second generation module 530 can be used to perform the operation S230 described above, which will not be repeated here.

[0074] Optionally, in response to a selection operation on a target asset in the injectable asset view, the following steps are taken: listening for click events of insert controls set on each asset item in the injectable asset view; when a click event is triggered, decoding and obtaining the structured content data of the target asset from the data properties associated with the insert control.

[0075] Optionally, the structured content corresponding to the target asset is automatically injected into the current editing focus position of the report editing view, including: obtaining the current selection information of the rich text editor instance associated with the report editing view; determining the index position for content injection based on the current selection information; and calling the application programming interface of the rich text editor instance to insert the structured content data in Hypertext Markup Language format at the index position.

[0076] According to embodiments of this application, any plurality of modules in the first generation module 510, data interaction module 520, and second generation module 530 can be merged into one module, or any one of these modules can be split into multiple modules. Alternatively, at least part of the functionality of one or more of these modules can be combined with at least part of the functionality of other modules and implemented in one module. According to embodiments of this application, at least one of the first generation module 510, data interaction module 520, and second generation module 530 can be at least partially implemented as a hardware circuit, such as a field-programmable gate array (FPGA), a programmable logic array (PLA), a system-on-a-chip, a system-on-a-substrate, a system-on-package, an application-specific integrated circuit (ASIC), or implemented by any other reasonable means of integrating or packaging the circuit, or implemented in any one of the three implementation methods of software, hardware, and firmware, or in a suitable combination of any of these. Alternatively, at least one of the first generation module 510, data interaction module 520, and second generation module 530 can be at least partially implemented as a computer program module, which can perform corresponding functions when the computer program module is run.

[0077] Figure 6 A block diagram schematically illustrates an electronic device suitable for implementing a smart report generation method according to an embodiment of this application.

[0078] like Figure 6As shown, an electronic device 600 according to an embodiment of this application includes a processor 601, which can perform various appropriate actions and processes according to a program stored in a read-only memory (ROM) 602 or a program loaded from a storage portion 608 into a random access memory (RAM) 603. The processor 601 may include, for example, a general-purpose microprocessor (e.g., a CPU), an instruction set processor and / or an associated chipset and / or a special-purpose microprocessor (e.g., an application-specific integrated circuit (ASIC)), etc. The processor 601 may also include onboard memory for caching purposes. The processor 601 may include a single processing unit or multiple processing units for performing different actions of the method flow according to an embodiment of this application.

[0079] RAM 603 stores various programs and data required for the operation of electronic device 600. Processor 601, ROM 602, and RAM 603 are interconnected via bus 604. Processor 601 executes various operations of the method flow according to embodiments of this application by executing programs in ROM 602 and / or RAM 603. It should be noted that programs may also be stored in one or more memories other than ROM 602 and RAM 603. Processor 601 may also execute various operations of the method flow according to embodiments of this application by executing programs stored in one or more memories.

[0080] According to embodiments of this application, the electronic device 600 may further include an input / output (I / O) interface 605, which is also connected to a bus 604. The electronic device 600 may also include one or more of the following components connected to the input / output (I / O) interface 605: an input section 606 including a keyboard, mouse, etc.; an output section 607 including a cathode ray tube (CRT), liquid crystal display (LCD), etc., and a speaker, etc.; a storage section 608 including a hard disk, etc.; and a communication section 609 including a network interface card such as a LAN card, modem, etc. The communication section 609 performs communication processing via a network such as the Internet. A drive 610 is also connected to the input / output (I / O) interface 605 as needed. A removable medium 611, such as a disk, optical disk, magneto-optical disk, semiconductor memory, etc., is installed on the drive 610 as needed so that computer programs read from it can be installed into the storage section 608 as needed.

[0081] This application also provides a computer-readable storage medium, which may be included in the device / apparatus / system described in the above embodiments; or it may exist independently and not assembled into the device / apparatus / system. The computer-readable storage medium carries one or more programs, which, when executed, implement the method according to the embodiments of this application.

[0082] According to embodiments of this application, the computer-readable storage medium can be a non-volatile computer-readable storage medium, such as including but not limited to: portable computer disks, hard disks, random access memory (RAM), read-only memory (ROM), erasable programmable read-only memory (EPROM or flash memory), portable compact disk read-only memory (CD-ROM), optical storage devices, magnetic storage devices, or any suitable combination thereof. In this application, the computer-readable storage medium can be any tangible medium containing or storing a program that can be used by or in conjunction with an instruction execution system, apparatus, or device. For example, according to embodiments of this application, the computer-readable storage medium may include ROM 602 and / or RAM 603 and / or one or more memories other than ROM 602 and RAM 603 described above.

[0083] Embodiments of this application also include a computer program product comprising a computer program containing program code for performing the methods shown in the flowchart. When the computer program product is run on a computer system, the program code enables the computer system to implement the intelligent report generation method provided in the embodiments of this application.

[0084] When the computer program is executed by the processor 601, it performs the functions defined in the system / apparatus of this application embodiment. According to the embodiments of this application, the systems, apparatuses, modules, units, etc., described above can be implemented by computer program modules.

[0085] In one embodiment, the computer program may rely on a tangible storage medium such as an optical storage device or a magnetic storage device. In another embodiment, the computer program may also be transmitted and distributed in the form of signals over a network medium, and downloaded and installed via the communication section 609, and / or installed from the removable medium 611. The program code contained in the computer program can be transmitted using any suitable network medium, including but not limited to: wireless, wired, etc., or any suitable combination thereof.

[0086] In such an embodiment, the computer program can be downloaded and installed from a network via the communication section 609, and / or installed from the removable medium 611. When the computer program is executed by the processor 601, it performs the functions defined in the system of this application embodiment. According to the embodiments of this application, the systems, devices, apparatuses, modules, units, etc., described above can be implemented by computer program modules.

[0087] According to embodiments of this application, program code for executing the computer programs provided in the embodiments of this application can be written in any combination of one or more programming languages. Specifically, these computational programs can be implemented using high-level procedural and / or object-oriented programming languages, and / or assembly / machine languages. Programming languages ​​include, but are not limited to, languages ​​such as Java, C++, Python, "C", or similar programming languages. The program code can be executed entirely on the user's computing device, partially on the user's device, partially on a remote computing device, or entirely on a remote computing device or server. In cases involving remote computing devices, the remote computing device can be connected to the user's computing device via any type of network, including a local area network (LAN) or a wide area network (WAN), or it can be connected to an external computing device (e.g., via the Internet using an Internet service provider).

[0088] The flowcharts and block diagrams in the accompanying drawings illustrate the architecture, functionality, and operation of possible implementations of systems, methods, and computer program products according to various embodiments of this application. In this regard, each block in a flowchart or block diagram may represent a module, segment, or portion of code containing one or more executable instructions for implementing a specified logical function. It should also be noted that in some alternative implementations, the functions indicated in the blocks may occur in a different order than those indicated in the drawings. For example, two consecutively indicated blocks may actually be executed substantially in parallel, and they may sometimes be executed in reverse order, depending on the functions involved. It should also be noted that each block in a block diagram or flowchart, and combinations of blocks in a block diagram or flowchart, may be implemented using a dedicated hardware-based system that performs the specified function or operation, or using a combination of dedicated hardware and computer instructions.

[0089] Those skilled in the art will understand that the features described in the various embodiments of this application can be combined and / or combined in various ways, even if such combinations or combinations are not explicitly described in this application. In particular, the features described in the various embodiments of this application can be combined and / or combined in various ways without departing from the spirit and teachings of this application. All such combinations and / or combinations fall within the scope of this application.

Claims

1. A method for generating intelligent reports, characterized in that, include: In response to the report generation command, it aggregates the current work context information and generates an initial report draft containing a preset chapter structure and preliminary content based on a preset report template and an artificial intelligence model. An integrated interactive environment is provided, which simultaneously offers a dynamic outline view, a report editing view, and an injectable asset view. The report editing view loads and presents the initial report draft and allows users to edit it. The dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and is linked to the report editing view, allowing users to navigate to corresponding content within the report editing view by manipulating the dynamic outline view. The injectable asset view loads and presents at least one pre-generated and stored structured injectable asset. In response to the selection of a target asset in the injectable asset view, the structured content corresponding to the target asset is automatically injected into the current editing focus position of the report editing view, so that the user can continue editing based on the integrated interactive environment to form the final report.

2. The method according to claim 1, characterized in that, The current work context information includes at least one of the following: due diligence materials loaded by the user in the current work session, the user's historical dialogue records with the artificial intelligence model, and the structured injectable assets saved by the user.

3. The method according to claim 1, characterized in that, The dynamic outline view is linked to the report editing view, including: Real-time monitoring of the addition, deletion, or modification of title marker elements in the report editing view; Based on the hierarchy and content of the title tag elements, the corresponding navigation links are dynamically generated and updated in the dynamic outline view; In response to a trigger operation on any navigation link in the dynamic outline view, the display area of ​​the report editing view is controlled to scroll to the position of the corresponding title tag element.

4. The method according to claim 1, characterized in that, The response to the selection of a target asset in the injectable asset view includes: Listen for click events of the insert controls set on each asset item in the injectable asset view; When the click event is triggered, the structured content data of the target asset is decoded and obtained from the data attributes associated with the insertion control.

5. The method according to claim 1, characterized in that, The step of automatically injecting the structured content corresponding to the target asset into the current editing focus position of the report editing view includes: Obtain the current selection information of the rich text editor instance associated with the report editing view; The index position for content injection is determined based on the current selected area information; The application programming interface of the rich text editor instance is invoked to insert the structured content data in Hypertext Markup Language format at the index position.

6. The method according to claim 1, characterized in that, The structured injectable assets include intermediate results generated during the analysis process, and these intermediate results include at least the following two categories: Note-type assets are key information fragments with independent semantics that are actively marked and extracted by the user from the interactive dialogue with the artificial intelligence model. Tool-generated assets are modules that automatically generate analytical results containing charts or structured conclusions by processing input data through dedicated analytical tools integrated within the system.

7. The method according to claim 1, characterized in that, The integrated interactive environment is configured to render a modal window or independent workspace in a graphical user interface. The window or workspace synchronously presents the dynamic outline view, report editing view, and injectable asset view in a fixed three-column layout. Each of the three view containers has an independent scrollable window property, allowing users to scroll through content in any column without interfering with the view state of other columns.

8. An intelligent report generation device, characterized in that, The device includes: The first generation module is used to respond to the report generation instruction, aggregate the current work context information, and generate an initial report draft containing a preset chapter structure and preliminary content based on the preset report template and through an artificial intelligence model. The data interaction module provides an integrated interactive environment that simultaneously offers a dynamic outline view, a report editing view, and an injectable asset view. The report editing view loads and presents the initial report draft and allows users to edit it. The dynamic outline view is dynamically generated based on the chapter titles of the content in the report editing view and is linked to the report editing view, allowing users to navigate to corresponding content within the report editing view by manipulating the dynamic outline view. The injectable asset view loads and presents at least one pre-generated and stored structured injectable asset. The second generation module is used to automatically inject the structured content corresponding to the target asset into the current editing focus position of the report editing view in response to the selection operation of the target asset in the injectable asset view, so that the user can continue to edit based on the integrated interactive environment to form the final report.

9. An electronic device, comprising: One or more processors; Memory, used to store one or more computer programs. The characteristic feature is that the one or more processors execute the one or more computer programs to implement the steps of the method according to any one of claims 1 to 7.

10. A computer-readable storage medium having a computer program or instructions stored thereon, characterized in that, When the computer program or instructions are executed by a processor, they implement the steps of the method according to any one of claims 1 to 7.

11. A computer program product, comprising a computer program or instructions, characterized in that, When the computer program or instructions are executed by a processor, they implement the steps of the method according to any one of claims 1 to 7.