Fixed asset investment screening method and system

Abstract

The invention relates to a fixed asset investment screening method and system, and the method comprises the steps: displaying a user interaction interface in response to a preset operation, and obtaining and displaying a plurality of fixed asset data from a database in response to an input operation on the user interaction interface; a setting interface is displayed in response to the trigger operation, a corresponding investment priority and a capital demand of each fixed asset every year are set for each fixed asset corresponding to each fixed asset data in response to an input operation on the setting interface, and the capital demand comprises a capital source and a requested capital amount; obtaining fund information for fixed asset investment from a database, wherein the fund information comprises a plurality of fund sources, a fund available amount of each fund source and a fund use constraint condition; and based on an investment screening algorithm, fund distribution screening is performed on each fixed asset by using the fund information, the investment priority corresponding to each fixed asset and the annual fund demand of each fixed asset to obtain an invested fixed asset list.

Description

Technical Field

[0001] This disclosure relates to the field of next-generation information technology, and in particular to a method and system for screening fixed asset investments. Background Technology

[0002] Currently, the maintenance and management of existing fixed assets (such as buildings, structures, machinery, equipment, transportation vehicles, and office equipment) only involves simple fixed asset ledger statistics. However, fixed assets typically present numerous investment options, yet an efficient and systematic method is lacking for evaluating and selecting suitable fixed assets for investment. Traditional investment evaluation methods often rely on manual analysis, which is time-consuming and easily influenced by subjective judgment, making it difficult to efficiently and accurately select investable fixed assets from a large pool. Summary of the Invention

[0003] To address the aforementioned technical problems, or at least partially address them, this disclosure provides a method and system for screening fixed asset investments.

[0004] In a first aspect, embodiments of this disclosure provide a method for screening fixed asset investments, which is applied to electronic devices and includes:

[0005] The system displays a user interface in response to a preset operation, and retrieves and displays multiple fixed asset data from the database in response to an input operation on the user interface.

[0006] In response to a trigger operation on any one of the multiple fixed asset data, a settings interface is displayed. In response to an input operation on the settings interface, a corresponding investment priority and annual funding requirement are set for each fixed asset corresponding to each fixed asset data. The funding requirement includes the source of funds and the requested amount of funds.

[0007] Obtain funding information for fixed asset investment from the database, including multiple funding sources, the available amount of funds for each funding source, and financial constraints.

[0008] Based on the investment screening algorithm, using the aforementioned funding information, the investment priority of each fixed asset, and the annual funding requirements of each fixed asset, funding is allocated to each fixed asset to obtain a list of fixed assets to be invested in.

[0009] In one embodiment, the step of using the investment screening algorithm, utilizing the funding information, the investment priority of each fixed asset, and the annual funding requirement of each fixed asset, to perform fund allocation for each fixed asset to obtain a list of fixed assets to be invested in includes:

[0010] Iterate through each fixed asset in descending order of its investment priority.

[0011] For each fixed asset, iterate through the funding sources and check whether financial constraints have been applied to that funding source.

[0012] If financial constraints are applied, compare whether the available amount of funds from the funding source meets the amount of funds requested by the fixed asset from that funding source.

[0013] If the conditions are not met, skip the fixed asset and proceed to the next fixed asset calculation;

[0014] When all financially constrained funding sources have sufficient funds available to meet the funding amount requested by the funding source for the fixed asset, add the fixed asset to the list of fixed assets.

[0015] In one embodiment, the method further includes:

[0016] If there are at least two fixed assets with the same investment priority, calculate the total capital requirement for each of the at least two fixed assets, and select the fixed asset with the smallest total capital requirement to add to the fixed asset list; where each total capital requirement is the sum of the capital required for investment in all years for the corresponding fixed asset.

[0017] When the total capital requirements of at least two fixed assets are the same, the investment application dates of the at least two fixed assets are obtained, and the fixed asset with the earliest application date is added to the fixed asset list.

[0018] In one embodiment, the method further includes:

[0019] Multiple fixed asset data are pre-acquired and stored in the database. The multiple fixed asset data includes at least the unique code, name, value, depreciation expense, and maintenance expense of the multiple fixed assets. The multiple fixed assets include at least buildings, special equipment, transportation equipment, office equipment, machinery, general equipment, and communication equipment.

[0020] The process of retrieving and displaying multiple fixed asset data from the database in response to input operations on the user interface includes:

[0021] Based on the input information corresponding to the input operation, multiple fixed asset data corresponding to the input information are retrieved from the database and displayed; wherein the input information includes at least the unique codes of multiple fixed assets, and the multiple fixed asset data includes the names of multiple fixed assets.

[0022] In one embodiment, the method further includes:

[0023] The funding information is collected in advance and stored in the database;

[0024] The step of obtaining funding information for fixed asset investment from the database includes:

[0025] In response to a triggering operation of a retrieval control on the user interface, funding information for fixed asset investment is retrieved from the database.

[0026] In one embodiment, the method further includes:

[0027] The login interface is displayed based on the user's input on the system login interface, and the login interface includes target controls;

[0028] The method of displaying a user interface in response to a preset operation includes:

[0029] A user interface is displayed in response to a preset operation on the target control; wherein the preset operation includes a mouse click operation or a touch click operation.

[0030] In one embodiment, the method further includes:

[0031] Obtain target fixed asset data based on the fixed asset list, and determine the characteristic parameters of the target fixed asset based on the target fixed asset data;

[0032] The feature parameters are input into the investment prediction model to obtain the predicted investment return value of the target fixed asset; wherein the investment prediction model is pre-trained on the target machine learning model based on training samples, and the training samples include the feature parameters of the sample fixed assets and the corresponding label information.

[0033] Secondly, embodiments of this disclosure provide a fixed asset investment screening system, including:

[0034] The data acquisition module is used to display a user interface in response to a preset operation, and to retrieve and display multiple fixed asset data from the database in response to an input operation on the user interface.

[0035] The asset setting module is used to display a setting interface in response to a trigger operation on any one of the multiple fixed asset data, and to set the corresponding investment priority and annual funding requirements for each fixed asset corresponding to each fixed asset data in response to an input operation on the setting interface. The funding requirements include the source of funds and the requested amount of funds.

[0036] The funding acquisition module is used to acquire funding information for fixed asset investment from the database. The funding information includes multiple funding sources, the available amount of funds for each funding source, and financial constraints.

[0037] The asset screening module is used to perform fund allocation for each fixed asset based on the investment screening algorithm, using the aforementioned funding information, the investment priority corresponding to each fixed asset, and the annual funding requirements of each fixed asset, in order to obtain a list of fixed assets to be invested in.

[0038] Thirdly, embodiments of this disclosure provide a computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements the fixed asset investment screening method described in any of the above embodiments.

[0039] Fourthly, embodiments of this disclosure provide an electronic device, including:

[0040] Processor; and

[0041] Memory, used to store computer programs;

[0042] The processor is configured to execute the fixed asset investment screening method described in any of the above embodiments by executing the computer program.

[0043] The technical solution provided in this disclosure has the following advantages compared with the prior art:

[0044] The fixed asset investment screening method and system provided in this disclosure display a user interface in response to a preset operation; retrieves and displays multiple fixed asset data from a database in response to an input operation on the user interface; displays a settings interface in response to a trigger operation on any one of the multiple fixed asset data; sets a corresponding investment priority and annual funding requirement for each fixed asset corresponding to each fixed asset data in response to an input operation on the settings interface, wherein the funding requirement includes funding sources and requested funding amounts; retrieves funding information for fixed asset investment from the database, wherein the funding information includes multiple funding sources, the available amount of funds for each funding source, and financial constraints; and, based on an investment screening algorithm, performs fund allocation for each fixed asset using the funding information, the investment priority corresponding to each fixed asset, and the annual funding requirement for each fixed asset to obtain a list of fixed assets to be invested in. Thus, the solution in this embodiment fills the gap in fixed asset investment selection and provides an efficient and accurate method for evaluating and screening fixed assets to be invested in. It avoids the problems of time-consuming manual analysis and susceptibility to subjective judgment, thereby quickly, efficiently and accurately selecting investable fixed assets from a large number of fixed assets. This solution can automatically select fixed assets that need to be invested in, maximizing investment in important fixed assets and / or fixed assets with the highest return on investment, thereby improving the efficiency and value of investment decisions. Attached Figure Description

[0045] The accompanying drawings, which are incorporated in and form a part of this specification, illustrate embodiments consistent with this disclosure and, together with the description, serve to explain the principles of this disclosure.

[0046] To more clearly illustrate the technical solutions in the embodiments of this disclosure or the prior art, the accompanying drawings used in the description of the embodiments or the prior art will be briefly introduced below. Obviously, for those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0047] Figure 1 This is a flowchart of the fixed asset investment screening method according to an embodiment of the present disclosure;

[0048] Figure 2 This is a schematic diagram illustrating the implementation architecture of the fixed asset investment screening method according to an embodiment of this disclosure;

[0049] Figure 3 This is a flowchart of a fixed asset investment screening method according to another embodiment of this disclosure;

[0050] Figure 4 This is a schematic diagram of the fixed asset investment screening system according to an embodiment of this disclosure. Detailed Implementation

[0051] To better understand the above-mentioned objectives, features, and advantages of this disclosure, the solutions disclosed herein will be further described below. It should be noted that, unless otherwise specified, the embodiments and features described herein can be combined with each other.

[0052] Numerous specific details are set forth in the following description in order to provide a full understanding of this disclosure, but this disclosure may also be implemented in other ways different from those described herein; obviously, the embodiments in the specification are only some, and not all, of the embodiments of this disclosure.

[0053] It should be understood that in the following text, "at least one item" refers to one or more items, and "more than one" refers to two or more items. "And / or" is used to describe the relationship between related objects, indicating that three relationships can exist. For example, "A and / or B" can represent: only A exists, only B exists, and both A and B exist simultaneously, where A and B can be singular or plural. The character " / " generally indicates that the preceding and following related objects are in an "or" relationship. "At least one of the following" or similar expressions refer to any combination of these items, including any combination of single or plural items.

[0054] Figure 1 This is a flowchart of a fixed asset investment screening method according to an embodiment of the present disclosure. The method is applied to electronic devices and may specifically include the following steps:

[0055] Step S101: Display a user interface in response to a preset operation, and retrieve and display multiple fixed asset data from the database in response to an input operation on the user interface;

[0056] For example, a user interface can provide a user-friendly interface that allows users to manage data, define rules, and browse results. Combined with... Figure 2 As shown, fixed asset data can be pre-acquired and stored in the database, and multiple fixed asset data can be retrieved from the database when the application is needed.

[0057] Specifically, as an example, the user interface may include an input box where the user can input information such as unique identifiers (codes or names) of multiple fixed assets to be selected. In other embodiments, the user interface may include a voice input button, whereby the electronic device collects the user's voice input, such as unique identifiers (codes or names) of multiple fixed assets, after the user clicks the voice input button; however, this is not a limitation.

[0058] Step S102: In response to a trigger operation on any one of the multiple fixed asset data, a setting interface is displayed. In response to an input operation on the setting interface, a corresponding investment priority and annual funding requirement are set for each fixed asset corresponding to each fixed asset data. The funding requirement includes the source of funds and the requested amount of funds.

[0059] For example, after retrieving multiple fixed asset data from the database and displaying them on the user interface, the user can trigger an operation, such as a touch operation or a click operation, on any location area of ​​the fixed asset data to display the settings interface. This settings interface can be part of the user interface or a separate user interface; there is no limitation on this.

[0060] On this settings interface, users can set the priority of fixed assets in the valuation year and define the amount and source of funding required for those fixed assets. In other words, they can define the priority and funding requirements of fixed assets, and different fixed assets can have multiple different plans defined. In one example, combining... Figure 2 As shown, the fixed asset priority and funding requirement management module can be used to view, add, modify, and delete fixed asset priorities and funding requirements.

[0061] Step S103: Obtain funding information for fixed asset investment from the database. The funding information includes multiple funding sources, the available amount of funds for each funding source, and financial constraints.

[0062] For example, in this embodiment, funding information can be pre-collected and stored in a database. This funding information may include, but is not limited to, multiple funding sources, the available amount of funds from each source in each fiscal year or calendar year, and financial constraints on fund usage. For instance, funds from a certain source may be restricted to a specific fixed asset and not to other fixed assets, or a certain amount of funds from a certain source may be available only and cannot be used in full. When applying the application, the funding information for fixed asset investment is then retrieved from the database.

[0063] Step S104: Based on the investment screening algorithm, using the aforementioned funding information, the investment priority of each fixed asset, and the annual funding requirements of each fixed asset, perform funding allocation for each fixed asset to screen and obtain a list of fixed assets to be invested in.

[0064] For example, this step can be performed by the fixed asset investment screening module. Based on the investment priority of each fixed asset and the annual funding requirement of each fixed asset, and combined with funding information, it screens some or all of the fixed assets that can meet the funding allocation requirements as the fixed assets to be invested in, thus forming a fixed asset list. That is, it performs investment screening on the fixed assets with the priorities and funding requirements set above to determine the fixed assets that can be invested in.

[0065] This embodiment fills a gap in fixed asset investment selection and provides an efficient and accurate method for evaluating and screening fixed assets for investment. It avoids the time-consuming nature and susceptibility to subjective judgment inherent in manual analysis, enabling the rapid, efficient, and accurate selection of investable fixed assets from a wide range of options. This solution automates the selection of necessary fixed assets, maximizing investment in key and / or high-return assets, thereby improving the efficiency and value of investment decisions.

[0066] To more accurately select investable fixed assets from a large number of fixed assets, based on the above embodiments, in one embodiment, step S104 above, based on an investment screening algorithm, utilizes the aforementioned funding information, the investment priority corresponding to each fixed asset, and the annual funding requirement of each fixed asset to perform funding allocation for each fixed asset to obtain a list of investable fixed assets. Specifically, this may include the following steps:

[0067] Iterate through each fixed asset in descending order of its investment priority.

[0068] For each fixed asset, iterate through the funding sources and check whether financial constraints are applied to the funding source; that is, whether the funding source set for each fixed asset is the same as the funding source with financial constraints in the funding information.

[0069] If financial constraints are applied, compare whether the available amount of funds from the funding source meets the amount of funds requested by the fixed asset from that funding source.

[0070] If the conditions are not met, skip the fixed asset and proceed to the next fixed asset calculation;

[0071] When all financially constrained funding sources have sufficient funds available to meet the funding amount requested by the funding source for the fixed asset, add the fixed asset to the list of fixed assets.

[0072] In one embodiment, the method may further include the following steps:

[0073] If there are at least two fixed assets with the same investment priority, calculate the total capital requirement for each of the at least two fixed assets, and select the fixed asset with the smallest total capital requirement to add to the fixed asset list; where each total capital requirement is the sum of the capital required for investment in all years for the corresponding fixed asset.

[0074] When the total capital requirements of at least two fixed assets are the same, the investment application dates of the at least two fixed assets are obtained, and the fixed asset with the earliest application date is added to the fixed asset list.

[0075] For example, the solutions of the above embodiments can be referred to the following explanation.

[0076] 1) Iterate through each fixed asset from highest to lowest priority.

[0077] 2) For each fixed asset:

[0078] a. Calculate the total capital requirement for the fixed asset, which is the sum of the annual requirements (the amount of capital required for investment in all years).

[0079] b. Traverse the sources of funds for this fixed asset:

[0080] i. For each source of funding:

[0081] ii. Check whether financial constraints have been applied to the source of funds.

[0082] iii. If financial constraints are applied, compare whether the available amount of funds from the funding source is sufficient to meet the amount of funds requested by the fixed asset from that funding source.

[0083] iv. If not, skip the fixed asset and proceed to the next fixed asset calculation.

[0084] c. If all financially constrained funding sources have sufficient funds to satisfy a request for the fixed asset from that source, then add the fixed asset to the list of invested fixed assets.

[0085] 3) Handling fixed assets of the same priority

[0086] If there are fixed assets of the same priority and the available funds are insufficient to fund all of them:

[0087] i. Sort fixed assets of the same priority in ascending order of total capital requirement, that is, give priority to fixed assets that require the least amount of capital.

[0088] ii. If the fixed assets still have the same total capital requirement, they shall be sorted by application date, with the earliest application date taking priority.

[0089] iii. Only add the fixed assets that can be funded by the available funds (i.e., the available amount of funds in the fund information) to the list of funded fixed assets.

[0090] After being calculated by the investment screening algorithm for fixed assets, the set F_FA of fixed assets that can obtain investment funds is accurately obtained. The expression of the specific calculation method is as follows:

[0091] F_FA = {FA in TFA for all f in F, A_f >= R_FA(f)

[0092] ∧(Priority(FA) < Priority(QA) V

[0093] (Priority(FA) = Priority(QA) ∧ T_R(FA) <= T_R(QA) ∧

[0094] (T_R(FA) = T_R(QA) Date(FA) > Date(QA)) )

[0096] for all QA in TFA}

[0097] Where, TFA is the set of all fixed assets to be screened, F is the set of funding sources to which financial constraints have been applied, A_f is the available funds of the funding source f (f belongs to F), R_FA(f) is the amount of funds requested by the fixed asset FA (FA belongs to TFA) from the funding source f, Priority(FA) is the priority of the fixed asset FA (FA belongs to TFA), T_R(FA) is the total amount of funds required for all years of the fixed asset FA, and Date(FA) is the application date of the fixed asset FA (FA belongs to TFA).

[0098] This expression defines the conditions for a fixed asset (FA) to be considered to have obtained funds:

[0099] The first part Ensure that all funding sources subject to financial constraints have sufficient funds to meet the amount of funds requested by the fixed asset from that funding source.

[0100] The second part ((Priority(FA) < Priority(QA) ∨...)) implements the priority logic:

[0101] Fund fixed assets with higher priorities first (Priority(FA) < Priority(QA)).

[0102] If fixed assets have the same priority (Priority(FA) = Priority(QA)):

[0103] First, consider fixed assets with low total capital requirements (T_R(FA) <= T_R(QA)).

[0104] If the total funding requirements are also the same (T_R(FA)=T_R(QA)), then the fixed assets are sorted by application date to ensure certainty, and the fixed assets with earlier application dates are selected for priority investment.

[0105] external Ensure that only fixed assets that meet the criteria are added to the pool of invested fixed assets.

[0106] The scheme in the above embodiments, based on the specific calculation process of the above investment screening algorithm, can automatically and accurately select investable fixed assets from a large number of fixed assets, thereby obtaining the fixed assets for investment funds.

[0107] In some embodiments, the results of fixed asset investment screening can be stored in a database and viewed and analyzed through a user interface.

[0108] In one embodiment, the method may further include the following steps: pre-acquiring multiple fixed asset data and storing them in the database, wherein the multiple fixed asset data includes at least the unique code, name, value, depreciation cost, and maintenance cost of the multiple fixed assets; the multiple fixed assets include at least buildings, special equipment, transportation equipment, office equipment, machinery, general equipment, and communication equipment.

[0109] In this embodiment, combined with Figure 2 As shown, the fixed asset data collection module manages fixed assets, which can include buildings, specialized equipment, transportation equipment, office equipment, machinery, general equipment, and communication equipment. Each fixed asset can be assigned a unique code in the system. This code can be the equipment's own unique code or a system-generated unique identifier. The system allows for operations such as searching, adding, modifying, deleting, importing, and exporting fixed asset data. It can also record and store the value, depreciation costs, and maintenance costs of fixed assets in the database. Furthermore, the fixed asset expenditure table can generate an annual expenditure table based on the fixed asset's depreciation rate, maintenance costs, and maintenance frequency. The system can also define the category of fixed assets and the available funding sources based on fixed asset classification and funding sources.

[0110] Accordingly, step S101, which involves retrieving and displaying multiple fixed asset data from the database in response to an input operation on the user interface, may specifically include: retrieving and displaying multiple fixed asset data corresponding to the input information from the database based on the input information corresponding to the input operation; wherein the input information includes at least the unique codes of multiple fixed assets, and the multiple fixed asset data includes the names of multiple fixed assets.

[0111] In one embodiment, the method may further include: pre-collecting and storing the funding information in the database. In this embodiment, combined with... Figure 2 As shown, the funds management module can specifically manage information such as fund sources, uses, annual available funds, and financial constraints. This fund information can be pre-collected and stored in the database. Administrators can also perform operations such as searching, adding, modifying, deleting, importing, and exporting fund information. For example, they can search, add, modify, and delete fund sources; they can view, add, modify, and delete financial constraints on fund usage. The fund tables allow users to view, add, and modify the available funds for each year, and the fund usage tables allow users to view the fund usage status for each year.

[0112] Accordingly, step S103, retrieving funding information for fixed asset investment from the database, may specifically include: retrieving funding information for fixed asset investment from the database in response to a trigger operation of a retrieval control on the user interface. This trigger operation may be a touch operation or a click operation.

[0113] In one embodiment, the method further includes: displaying a login interface based on a user's input operation on the system login interface, the login interface including a target control; the step of displaying a user interaction interface in response to a preset operation includes: displaying a user interaction interface in response to a preset operation on the target control; wherein the preset operation includes a mouse click operation or a touch click operation.

[0114] For example, in combination Figure 2 As shown, in this embodiment, the system management module can manage user information, login information, user permissions, and general system settings. Users can enter their username and password on the system login interface. After verifying the user's identity, they enter the login interface. Users then perform preset operations on target controls on the login interface, such as mouse clicks or touch clicks, to display the user interaction interface, thus proceeding to step S101. This ensures system security.

[0115] Based on any of the above embodiments, in one embodiment, reference is made to Figure 3 As shown, the method may further include the following steps:

[0116] Step S301: Obtain target fixed asset data based on the fixed asset list, and determine the characteristic parameters of the target fixed asset based on the target fixed asset data;

[0117] Step S302: Input the feature parameters into the investment prediction model to obtain the investment return prediction value of the target fixed asset; wherein the investment prediction model is pre-trained on the target machine learning model based on training samples, and the training samples include the feature parameters of the sample fixed assets and the corresponding label information.

[0118] For example, target fixed asset data may include the target fixed asset's value, depreciation expense, maintenance expense, depreciation rate, maintenance frequency, source of funds used, and amount of funds. The feature parameters of the target fixed asset can be feature vectors determined based on the aforementioned target fixed asset data. The investment prediction model can be pre-trained iteratively using the feature parameters (e.g., feature vectors) and corresponding label information of sample fixed assets. Its input is a fixed asset's feature parameters (e.g., feature vectors), and its output is the predicted investment return value (e.g., percentage value) of that fixed asset.

[0119] If the maximum future return is above 10% and the maximum loss is above 4%, then the label is 1; otherwise, it is 0. The feature parameters and corresponding label information of different sample fixed assets are input into the model for iterative training. Training can end when the predicted value in each round meets the pre-set investment return requirements, such as a predicted return of over 15% in the next year, or when the predicted value is greater than 50%. However, this is not limited to this; for example, training can also end when the predicted value is greater than 75% to improve prediction accuracy.

[0120] In this embodiment, a relatively accurate investment return prediction can be made for the selected fixed assets, which improves the accuracy of the fixed asset investment return prediction and can further assist in making accurate investment decisions for fixed assets.

[0121] In one example, the training process of the investment prediction model may include: acquiring feature parameters and corresponding label information of multiple sample fixed assets; training a first model and a second model based on the feature parameters and corresponding label information of the sample fixed assets to obtain a first output value of the first model and a second output value of the second model; wherein the first model and the second model are used for fixed asset investment return prediction and have different model performance; updating the model parameters of the first model and the second model simultaneously according to the label information, the first output value, and the second output value corresponding to the feature parameters of the sample fixed assets; training the first model and the second model simultaneously based on the updated model parameters of the first model and the model parameters of the second model, and using the first model or the second model after training as the investment prediction model.

[0122] For example, the first model and the second model can be different types of convolutional neural network models, but are not limited to this. The first model and the second model can have different model performance, such as fitting performance and robustness. The data in the above model training process, such as the first output value and the second output value, the updated model parameters of the first model and the second model, are all simultaneously input into the first model and the second model to adjust and update the model parameters. That is, the two models are trained in a mutually related manner. By making full use of the output results of different models to influence the updates of the two models, the final model trained can have the combined advantages of the two models. In this way, the overall accuracy of the trained investment prediction model in predicting the return on fixed asset investment is greatly improved, which can further assist in the accurate investment decision-making of fixed assets.

[0123] It should be noted that although the steps of the method in this disclosure are described in a specific order in the accompanying drawings, this does not require or imply that these steps must be performed in that specific order, or that all the steps shown must be performed to achieve the desired result. Additional or alternative steps may be omitted, multiple steps may be combined into one step, and / or a step may be broken down into multiple steps. Furthermore, it is readily understood that these steps may be executed synchronously or asynchronously, for example, in multiple modules / processes / threads.

[0124] like Figure 4 As shown in the figure, this disclosure provides a fixed asset investment screening system, including:

[0125] The data acquisition module 401 is used to display a user interaction interface in response to a preset operation, and to acquire and display multiple fixed asset data from the database in response to an input operation on the user interaction interface.

[0126] The asset setting module 402 is used to display a setting interface in response to a trigger operation on any one of the multiple fixed asset data, and to set the corresponding investment priority and annual funding requirements for each fixed asset corresponding to each fixed asset data in response to an input operation on the setting interface. The funding requirements include the source of funds and the requested amount of funds.

[0127] The funding acquisition module 403 is used to acquire funding information for fixed asset investment from the database. The funding information includes multiple funding sources, the available amount of funds for each funding source, and financial constraints.

[0128] The asset screening module 404 is used to perform fund allocation for each fixed asset based on the investment screening algorithm, using the fund information, the investment priority corresponding to each fixed asset, and the annual fund requirement of each fixed asset, to obtain a list of fixed assets to be invested in.

[0129] In one embodiment, the asset screening module, based on an investment screening algorithm, utilizes the funding information, the investment priority of each fixed asset, and the annual funding requirements of each fixed asset to perform fund allocation for each fixed asset to obtain a list of fixed assets to be invested in, including:

[0130] Iterate through each fixed asset in descending order of its investment priority.

[0131] For each fixed asset, iterate through the funding sources and check whether financial constraints have been applied to that funding source.

[0132] If financial constraints are applied, compare whether the available amount of funds from the funding source meets the amount of funds requested by the fixed asset from that funding source.

[0133] If the conditions are not met, skip the fixed asset and proceed to the next fixed asset calculation;

[0134] When all financially constrained funding sources have sufficient funds available to meet the funding amount requested by the funding source for the fixed asset, add the fixed asset to the list of fixed assets.

[0135] In one embodiment, the asset screening module is further configured to: if there are at least two fixed assets with the same investment priority, calculate the total capital requirement of each of the at least two fixed assets, and select the fixed asset with the smallest total capital requirement to add to the fixed asset list; wherein each total capital requirement is the sum of the required investment amount for all years of the corresponding fixed asset; when the total capital requirements of the at least two fixed assets are the same, obtain the investment application date of the at least two fixed assets, and select the fixed asset with the earliest application date to add to the fixed asset list.

[0136] In one embodiment, the system may further include a fixed asset data collection module, configured to: pre-acquire multiple fixed asset data and store them in the database, wherein the multiple fixed asset data includes at least a unique code, name, value, depreciation cost, and maintenance cost of multiple fixed assets; the multiple fixed assets include at least buildings, special equipment, transportation equipment, office equipment, machinery, general equipment, and communication equipment. Correspondingly, the data acquisition module, in response to an input operation on the user interface, retrieves and displays multiple fixed asset data from the database, specifically including: based on input information corresponding to the input operation, retrieving and displaying multiple fixed asset data corresponding to the input information from the database; wherein the input information includes at least a unique code of multiple fixed assets, and the multiple fixed asset data includes the names of multiple fixed assets.

[0137] In one embodiment, the system may further include a funds management module, configured to: pre-collect and store the funds information in the database. The funds acquisition module retrieves funds information for fixed asset investment from the database, specifically including: retrieving funds information for fixed asset investment from the database in response to a trigger operation of a retrieval control on the user interface.

[0138] In one embodiment, the system may further include a system management module, configured to: display a login interface based on user input on the system login interface, the login interface including a target control. The data acquisition module displays a user interaction interface in response to a preset operation, specifically including: displaying a user interaction interface in response to a preset operation on the target control; wherein the preset operation includes a mouse click operation or a touch click operation.

[0139] In one embodiment, the system may further include an investment prediction module, configured to: obtain target fixed asset data based on the fixed asset list; determine the characteristic parameters of the target fixed assets based on the target fixed asset data; input the characteristic parameters into an investment prediction model to obtain a predicted investment return value for the target fixed assets; wherein the investment prediction model is pre-trained on a target machine learning model based on training samples, and the training samples include the characteristic parameters of the sample fixed assets and their corresponding label information.

[0140] In one example, the training process of the investment prediction model includes: acquiring feature parameters and corresponding label information of multiple sample fixed assets; training a first model and a second model based on the feature parameters and corresponding label information of the sample fixed assets to obtain a first output value of the first model and a second output value of the second model; wherein the first model and the second model are used for fixed asset investment return prediction and have different model performance; updating the model parameters of the first model and the second model simultaneously according to the label information, the first output value, and the second output value corresponding to the feature parameters of the sample fixed assets; training the first model and the second model simultaneously based on the updated model parameters of the first model and the model parameters of the second model, and using the first model or the second model after training as the investment prediction model.

[0141] The system and method implementing the embodiments of the present invention can achieve the following functions: 1. Fixed asset management. Managing fixed asset information, including searching, adding, modifying, and deleting fixed assets. 2. Managing the value of fixed assets. Recording and tracking the depreciation and maintenance costs of fixed assets. 3. Tracking and viewing fixed asset expenditures. 4. Managing the funding sources for fixed asset expenditures. 5. Managing the funding sources for investments. Searching, adding, modifying, and deleting funding sources. 6. Managing the financial constraints on the use of investment funds. 7. Managing the available amount of funds. Adding and modifying the annual amount of funds used. 8. Viewing the usage status of funds in each year. 9. Managing investment screening schemes. Searching, adding, modifying, and deleting investment screening schemes. 10. Managing fixed assets that need to be screened in the investment screening scheme. 11. Managing the priority of fixed assets to be screened for investment. 12. Managing the funding needs of fixed assets to be screened for investment. 13. Executing the investment screening scheme to screen fixed assets that can fully obtain investment funds. 14. Apply the results of fixed asset investment screening to fixed asset management.

[0142] Regarding the system in the above embodiments, the specific methods by which each module performs operations and the corresponding technical effects have been described in detail in the embodiments related to the method, and will not be elaborated here.

[0143] It should be noted that although several modules or units for the device used to perform actions have been mentioned in the detailed description above, this division is not mandatory. In fact, according to embodiments of this disclosure, the features and functions of two or more modules or units described above can be embodied in one module or unit. Conversely, the features and functions of one module or unit described above can be further divided and embodied by multiple modules or units. Components shown as modules or units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the modules can be selected to achieve the purpose of this disclosure according to actual needs. Those skilled in the art can understand and implement this without any inventive effort.

[0144] This disclosure also provides a computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements the fixed asset investment screening method described in any of the above embodiments.

[0145] For example, the readable storage medium may be, but is not limited to, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination thereof. More specific examples of readable storage media (a non-exhaustive list) include: electrical connections having one or more wires, portable disks, hard disks, random access memory (RAM), read-only memory (ROM), erasable programmable read-only memory (EPROM or flash memory), optical fiber, portable compact disk read-only memory (CD-ROM), optical storage devices, magnetic storage devices, or any suitable combination thereof.

[0146] This disclosure also provides an electronic device including a processor and a memory for storing a computer program. The processor is configured to execute the fixed asset investment screening method described in any of the above embodiments by executing the computer program.

[0147] It should be noted that, in this document, relational terms such as "first" and "second" are used merely to distinguish one entity or operation from another, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Furthermore, the terms "comprising," "including," or any other variations thereof are intended to cover non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such a process, method, article, or apparatus. Without further limitations, an element defined by the phrase "comprising one..." does not exclude the presence of other identical elements in the process, method, article, or apparatus that includes said element.

[0148] The above description is merely a specific embodiment of this disclosure, enabling those skilled in the art to understand or implement it. Various modifications to these embodiments will be readily apparent to those skilled in the art, and the general principles defined herein may be implemented in other embodiments without departing from the spirit or scope of this disclosure. Therefore, this disclosure is not to be limited to the embodiments described herein, but is to be accorded the widest scope consistent with the principles and novel features disclosed herein.

Claims

1. A method for screening fixed asset investments, characterized in that, This method is applied to electronic devices, including: The system displays a user interface in response to a preset operation, and retrieves and displays multiple fixed asset data from the database in response to an input operation on the user interface. In response to a trigger operation on any one of the multiple fixed asset data, a settings interface is displayed. In response to an input operation on the settings interface, a corresponding investment priority and annual funding requirement are set for each fixed asset corresponding to each fixed asset data. The funding requirement includes the source of funds and the requested amount of funds. Obtain funding information for fixed asset investment from the database, including multiple funding sources, the available amount of funds for each funding source, and financial constraints. Based on the investment screening algorithm, using the aforementioned funding information, the investment priority of each fixed asset, and the annual funding requirements of each fixed asset, funding is allocated to each fixed asset to obtain a list of fixed assets to be invested in.

2. The method according to claim 1, characterized in that, The investment screening algorithm, utilizing the aforementioned funding information, the investment priority of each fixed asset, and the annual funding requirements of each fixed asset, performs fund allocation for each fixed asset to obtain a list of fixed assets to be invested in, including: Iterate through each fixed asset in descending order of its investment priority. For each fixed asset, iterate through the funding sources and check whether financial constraints have been applied to that funding source. If financial constraints are applied, compare whether the available amount of funds from the funding source meets the amount of funds requested by the fixed asset from that funding source. If the conditions are not met, skip the fixed asset and proceed to the next fixed asset calculation; When all financially constrained funding sources have sufficient funds available to meet the funding amount requested by the funding source for the fixed asset, add the fixed asset to the list of fixed assets.

3. The method according to claim 2, characterized in that, The method also includes: If there are at least two fixed assets with the same investment priority, calculate the total capital requirement for each of the at least two fixed assets, and select the fixed asset with the smallest total capital requirement to add to the fixed asset list; where each total capital requirement is the sum of the capital required for investment in all years for the corresponding fixed asset. When the total capital requirements of at least two fixed assets are the same, the investment application dates of the at least two fixed assets are obtained, and the fixed asset with the earliest application date is added to the fixed asset list.

4. The method according to any one of claims 1 to 3, characterized in that, The method also includes: Multiple fixed asset data are pre-acquired and stored in the database. The multiple fixed asset data includes at least the unique code, name, value, depreciation expense, and maintenance expense of the multiple fixed assets. The multiple fixed assets include at least buildings, special equipment, transportation equipment, office equipment, machinery, general equipment, and communication equipment. The process of retrieving and displaying multiple fixed asset data from the database in response to input operations on the user interface includes: Based on the input information corresponding to the input operation, multiple fixed asset data corresponding to the input information are retrieved from the database and displayed; wherein the input information includes at least the unique codes of multiple fixed assets, and the multiple fixed asset data includes the names of multiple fixed assets.

5. The method according to any one of claims 1 to 3, characterized in that, The method also includes: The funding information is collected in advance and stored in the database; The step of obtaining funding information for fixed asset investment from the database includes: In response to a triggering operation of a retrieval control on the user interface, funding information for fixed asset investment is retrieved from the database.

6. The method according to any one of claims 1 to 3, characterized in that, The method also includes: The login interface is displayed based on the user's input on the system login interface, and the login interface includes target controls; The method of displaying a user interface in response to a preset operation includes: A user interface is displayed in response to a preset operation on the target control; wherein the preset operation includes a mouse click operation or a touch click operation.

7. The method according to any one of claims 1 to 3, characterized in that, The method also includes: Obtain target fixed asset data based on the fixed asset list, and determine the characteristic parameters of the target fixed asset based on the target fixed asset data; The feature parameters are input into the investment prediction model to obtain the predicted investment return value of the target fixed asset; wherein the investment prediction model is pre-trained on the target machine learning model based on training samples, and the training samples include the feature parameters of the sample fixed assets and the corresponding label information.

8. A fixed asset investment screening system, characterized in that, include: The data acquisition module is used to display a user interface in response to a preset operation, and to retrieve and display multiple fixed asset data from the database in response to an input operation on the user interface. The asset setting module is used to display a setting interface in response to a trigger operation on any one of the multiple fixed asset data, and to set the corresponding investment priority and annual funding requirements for each fixed asset corresponding to each fixed asset data in response to an input operation on the setting interface. The funding requirements include the source of funds and the requested amount of funds. The funding acquisition module is used to acquire funding information for fixed asset investment from the database. The funding information includes multiple funding sources, the available amount of funds for each funding source, and financial constraints. The asset screening module is used to perform fund allocation for each fixed asset based on the investment screening algorithm, using the aforementioned funding information, the investment priority corresponding to each fixed asset, and the annual funding requirements of each fixed asset, in order to obtain a list of fixed assets to be invested in.

9. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is executed by the processor, it implements the fixed asset investment screening method according to any one of claims 1 to 7.

10. An electronic device, characterized in that, include: processor; as well as Memory, used to store computer programs; The processor is configured to execute the fixed asset investment screening method according to any one of claims 1 to 7 by executing the computer program.

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