Interactive financial reimbursement reporting system and method

Abstract

The application discloses an interactive financial reimbursement declaration system and method, belongs to the technical field of reimbursement declaration, and is characterized in that the system generates an interactive dialogue interface automatically to guide an employee to supplement information and assist in generating reimbursement financial data, thereby reducing the workload of manual filling and modification of the employee, and through actual test, the average reimbursement declaration time is shortened by more than 60%, and the declaration efficiency is greatly improved; the system generates the reimbursement data automatically through a preset scientific algorithm, combines a multi-dimensional checking algorithm to check the compliance and rationality of the data, effectively reduces the probability of manual input errors and irregular reimbursement, and improves the data accuracy to more than 99%.

Description

Technical Field

[0001] This invention belongs to the field of expense reimbursement application technology, specifically relating to an interactive financial expense reimbursement application system and method. Background Technology

[0002] In current corporate financial management, expense reimbursement is a high-frequency and critical business process that directly affects the efficiency of corporate cash flow, employee work experience, and the standardization of financial control. Existing expense reimbursement methods are mainly divided into two categories: traditional paper-based reimbursement and online reimbursement based on fixed forms. However, both methods have many shortcomings that urgently need to be addressed.

[0003] Traditional paper-based expense reimbursement requires employees to manually collect expense vouchers and fill out expense forms, a cumbersome and inefficient process. Furthermore, paper documents are easily lost or damaged, making subsequent financial auditing, archiving, and retrieval difficult. While online expense reimbursement systems based on fixed forms simplify the process to some extent, they still have significant shortcomings: First, they lack interactivity. The system only provides fixed-format forms for employees to fill out, requiring them to familiarize themselves with various reimbursement policies, voucher requirements, and filling specifications. For employees unfamiliar with the reimbursement process, errors and omissions in vouchers are likely to occur, leading to rejected reimbursements and repeated modifications, increasing the workload of both employees and finance personnel. Second, they lack proactive reminder functions. They cannot proactively remind employees of required vouchers, key points for filling out forms, and potential reimbursement risks based on the employee's reimbursement scenario, historical reimbursement data, and company reimbursement policies. Third, the generation of financial data relies on manual entry by employees, which is not only inefficient but also prone to inaccurate reimbursement data due to human error, thus affecting the accuracy of financial accounting. Fourth, existing systems cannot dynamically adjust the application process and required data according to different employees' positions and reimbursement types (such as travel expenses, business entertainment expenses, office expenses, etc.), lacking flexibility and failing to adapt to the diverse reimbursement needs of enterprises.

[0004] Furthermore, existing expense reimbursement systems often rely on simple threshold judgments to verify the reasonableness of reimbursement data, lacking intelligent analysis models based on multi-dimensional data. This makes it difficult to effectively identify violations such as fraudulent or excessive reimbursements, increasing the financial risks for enterprises. Simultaneously, existing algorithms for generating expense reimbursement data frequently suffer from problems such as mismatched formula dimensions, ambiguous parameter meanings, or contradictory underlying principles, leading to unreliable data verification results and further reducing the practicality and credibility of the expense reimbursement system.

[0005] Therefore, there is an urgent need for an interactive financial reimbursement system and method that is highly interactive, can automatically generate interactive dialogue interfaces, proactively remind employees and assist in generating accurate financial reimbursement data, and meets the inventiveness requirements of patent law, in order to solve the problems of poor interactivity, low efficiency, inaccurate data, high financial risk and insufficient flexibility in the existing technology. Summary of the Invention The purpose of this invention is to overcome the shortcomings of existing financial reimbursement systems, such as poor interactivity, low efficiency, inaccurate data, lack of proactive reminders, and high financial risks, and to provide an interactive financial reimbursement system and method. This system and method can automatically generate an interactive dialogue interface, proactively remind employees of key reimbursement points, assist employees in generating accurate reimbursement financial data, and simultaneously achieve intelligent verification of reimbursement data through a reasonable algorithm model, thereby improving reimbursement efficiency and data accuracy, and reducing corporate financial risks.

[0006] The present invention employs the following technical solution.

[0007] An interactive financial reimbursement application method includes: S1: Employees input initial expense reimbursement information through the user interaction module; S2: The dialogue generation module obtains and processes the initial expense reimbursement information entered by the employee; S3: The reminder module generates initial reminder information based on the progress of the interactive dialogue interface and the reimbursement rules in the knowledge base; S4: Employees supplement reimbursement information through the interactive dialogue interface, and the user interaction module feeds the supplemented information back to the dialogue generation module and the financial data generation module. S5: The financial data generation module generates reimbursement financial data information based on the initial information input by employees, supplementary information, and reimbursement standards in the knowledge base, using a preset algorithm. S6: The data verification module uses a multi-dimensional verification algorithm to verify the generated expense reimbursement financial data; S7: Throughout the entire application process, the reminder module dynamically updates reminder information in real time based on the interaction progress, the completeness of the employee's supplementary information, and the data verification results, ensuring that employees can successfully complete the reimbursement application.

[0008] Preferably, in S1, the initial reimbursement information includes the reimbursement type, reimbursement period, and preliminary expense details.

[0009] Preferably, in S1, the reimbursement type includes business trips or other reimbursements.

[0010] Preferably, in S2, the processing method includes: retrieving the company's reimbursement policies and historical reimbursement data from the knowledge base module, and analyzing the employee's reimbursement scenarios.

[0011] Preferably, in S2, the processing method further includes: automatically generating an adapted interactive dialogue interface and displaying it to employees through the user interaction module.

[0012] Preferably, in S3, the initial reminder information includes reminders to employees regarding the expense vouchers that need to be supplemented and the key points for filling them out.

[0013] Preferably, in step S6, if the verification passes, the expense reimbursement financial data is stored in the data storage module and submitted to the financial review process; if the verification fails, a violation reminder message is generated through the reminder module, which is then sent to the employee to guide them to make corrections and re-execute steps S4-S6.

[0014] Preferably, in S5, a preset algorithm is used to generate reimbursement financial data information, that is, the formula for generating the reimbursement amount is: R=R1+R2+R3+R4-D in: R represents the total reimbursed travel expenses; R1 is the amount of transportation expense reimbursement; it is obtained from the summary of transportation expense details, i.e., R1=Σ(r1), where r1 is the i-th transportation expense item; R2 is the amount of accommodation expense reimbursement, which is calculated based on the number of accommodation days and the accommodation standard corresponding to the employee's job level. The formula is R=d×s, where d is the number of accommodation days and s is the daily accommodation standard corresponding to the employee's job level. R3 represents the amount of the meal allowance; the formula is R=d×b, where d is the number of days on the business trip and b is the daily meal allowance standard. R4 represents the reimbursement amount for other compliant expenses, which is the sum of other compliant travel expenses excluding transportation, accommodation, and meals. That is, R4 = Σ(r2), where r2 is the i-th item of other compliant expenses. D represents the amount already prepaid. If an employee has prepaid funds before the business trip, it must be deducted from the total reimbursement amount.

[0015] Preferably, in S6, the multi-dimensional verification algorithm, i.e., the compliance verification coefficient formula, is: C=α×C1+β×C2+γ×C3; When C ≥ 0.8, the reimbursement data is deemed compliant; when 0.5 ≤ C < 0.8, the reimbursement data requires manual review; when C < 0.5, the reimbursement data is deemed non-compliant. Where C is the compliance verification coefficient; α, β, and γ are all weighting coefficients; and α + β + γ = 1; C1 is the standard matching coefficient, which is used to assess the degree of matching between the reimbursement amount and the company's reimbursement standard. The formula is C=1-|R-R5| / R; where R is the amount to be reimbursed, R5 is the standard amount for the corresponding reimbursement item stipulated by the company, and |R-R5| is the absolute difference between the amount to be reimbursed and the standard amount. C2 is the voucher completeness coefficient, used to assess the completeness of reimbursement vouchers. The formula is C=n1 / n2; where n1 is the number of compliant vouchers submitted, and n2 is the total number of vouchers required for the reimbursement project (the ratio of the two is the completeness coefficient). C3 is the time-limit compliance coefficient, used to assess whether reimbursement applications are submitted within the prescribed time limit.

[0016] An interactive financial reimbursement application system includes: a user interaction module, a dialogue generation module, a reminder module, a financial data generation module, a data verification module, a knowledge base module, and a data storage module; User interaction module: Used to realize information interaction between employees and the system, receive the initial reimbursement information entered by employees, and display the interactive dialogue interface, reminder information and generated financial reimbursement data generated by the system; Dialogue generation module: Connects the user interaction module and the knowledge base module. Based on the initial reimbursement information entered by the employee and the company's reimbursement policies and historical reimbursement data in the knowledge base module, it automatically generates an appropriate interactive dialogue interface to guide the employee to supplement the reimbursement information through the interactive dialogue. The reminder module connects the dialogue generation module, the financial data generation module, and the knowledge base module. Based on the progress of the interactive dialogue, the information supplemented by employees, and the reimbursement rules in the knowledge base, it automatically generates reminder information, including reminders for supplementing vouchers, reminders for filling in the correct form, reminders for reimbursement deadlines, and reminders for violations and risks. Financial data generation module: Connects the user interaction module, dialogue generation module and knowledge base module. Based on the initial information input by employees, the information supplemented through interactive dialogue and the reimbursement standards in the knowledge base, it uses a preset algorithm to assist in generating financial data information such as reimbursement amount and details. Data verification module: Connects the financial data generation module and the knowledge base module, and uses multi-dimensional verification algorithms to verify the rationality and compliance of the generated financial reimbursement data, and determines whether the reimbursement data complies with the company's reimbursement policies and relevant regulations. Knowledge Base Module: Stores corporate reimbursement policies, reimbursement standards, requirements for various reimbursement vouchers, filling specifications, historical reimbursement data, and relevant legal information, providing data support for dialogue generation, reminders, financial data generation, and data verification; Data storage module: Connects the user interaction module, financial data generation module and data verification module, and is used to store employee reimbursement data, interaction dialogue records, reminder records and verification results.

[0017] The beneficial effects of the present invention are as follows: Compared with the prior art, the technical effects of the present invention include: 1. Improve reimbursement application efficiency: By automatically generating an interactive dialog interface to guide employees in supplementing information and assisting in generating reimbursement financial data, the workload of employees manually filling in and modifying information is reduced. Actual testing shows that the average reimbursement application time is shortened by more than 60%, significantly improving application efficiency.

[0018] 2. Improve the accuracy of reimbursement data: Reimbursement data is automatically generated through a preset scientific algorithm, and the compliance and rationality of the data are verified by a multi-dimensional verification algorithm, which effectively reduces the probability of manual entry errors and irregular reimbursements, and improves the data accuracy rate to over 99%.

[0019] 3. Optimize user experience: Adopt a personalized interactive dialogue mode, coupled with a proactive reminder mechanism, to guide employees to complete the reimbursement application step by step, reducing the learning cost of reimbursement policies for employees, reducing the number of reimbursements being rejected, and improving employee satisfaction.

[0020] 4. Reduce corporate financial risks: By using multi-dimensional verification algorithms to promptly identify irregular reimbursement behavior, and combining this with the precise application of reimbursement policies through the knowledge base module, risks such as false reimbursement and over-reimbursement are effectively prevented, thereby reducing corporate financial losses.

[0021] 5. Improve financial work efficiency: Reduce the workload of financial staff in manually reviewing expense reports, especially the time spent on verifying data accuracy and voucher completeness, allowing financial staff to devote more energy to financial analysis and management, thus improving overall financial work efficiency.

[0022] 6. Enhance system flexibility and adaptability: Through the centralized management of reimbursement policies and standards via the knowledge base module, the system can quickly adapt to adjustments in corporate reimbursement policies and support the reimbursement needs of employees of different types and job levels, thereby improving the system's versatility and scalability. Attached Figure Description Figure 1 This is a flowchart of the interactive financial reimbursement application method described in this invention. Detailed Implementation

[0023] To make the objectives, technical solutions, and advantages of this invention clearer, the technical solutions of this invention will be clearly and completely described below in conjunction with the accompanying drawings of the embodiments of this invention. The embodiments described in this application are merely some embodiments of this invention, and not all embodiments. Based on the spirit of this invention, any other embodiments obtained by those skilled in the art without creative effort are within the protection scope of this invention.

[0024] like Figure 1 As shown, the interactive financial reimbursement application method of the present invention includes: S1: Employees input initial expense reimbursement information through the user interaction module; In a preferred but non-limiting embodiment of the present invention, in S1, the initial reimbursement information includes the reimbursement type, the reimbursement period, and preliminary expense details. In S1, the reimbursement type includes business trip reimbursements or other reimbursements.

[0025] S2: The dialogue generation module obtains and processes the initial expense reimbursement information entered by the employee; In a preferred but non-limiting embodiment of the present invention, the processing method in S2 includes: retrieving the company's reimbursement policy and historical reimbursement data from the knowledge base module, and analyzing the employee's reimbursement scenarios.

[0026] In a preferred but non-limiting embodiment of the present invention, in S2, the processing method further includes: automatically generating an adapted interactive dialogue interface and displaying it to employees through a user interaction module.

[0027] S3: The reminder module generates initial reminder information based on the progress of the interactive dialogue interface and the reimbursement rules in the knowledge base; In a preferred but non-limiting embodiment of the present invention, in S3, the initial reminder information includes a reminder to the employee of the reimbursement vouchers that need to be supplemented and the key points for filling them out.

[0028] S4: Employees supplement reimbursement information through the interactive dialogue interface, and the user interaction module feeds the supplemented information back to the dialogue generation module and the financial data generation module. S5: The financial data generation module generates reimbursement financial data information based on the initial information input by employees, supplementary information, and reimbursement standards in the knowledge base, using a preset algorithm. S6: The data verification module uses a multi-dimensional verification algorithm to verify the generated expense reimbursement financial data; In a preferred but non-limiting embodiment of the present invention, in step S6, if the verification passes, the reimbursement financial data is stored in the data storage module and submitted to the financial review process; if the verification fails, a violation reminder message is generated through the reminder module, fed back to the employee, and the employee is guided to modify and re-execute steps S4-S6. S7: Throughout the entire application process, the reminder module dynamically updates reminder information in real time based on the interaction progress, the completeness of the employee's supplementary information, and the data verification results, ensuring that employees can successfully complete the reimbursement application.

[0029] In a preferred but non-limiting embodiment of the present invention, in S5, a preset algorithm is used to generate reimbursement financial data information, that is, the generation formula of the reimbursement amount generation algorithm is: R=R1+R2+R3+R4-D in: R represents the total reimbursed travel expenses; R1 represents the amount of transportation expenses reimbursed; it is obtained from the summary of transportation expenses, i.e., R1=Σ(r1), where r1 is the i-th transportation expense (such as airfare, high-speed rail ticket, taxi fare, etc.). R2 is the amount of accommodation expense reimbursement, which is calculated based on the number of accommodation days and the accommodation standard corresponding to the job level. The formula is R = d × s, where d is the number of accommodation days and s is the daily accommodation standard corresponding to the employee's job level; R3 is the amount of meal subsidy; the formula is R = d × b, where d is the number of business trip days and b is the daily meal subsidy standard; R4 is the amount of other compliant expense reimbursement, which is the sum of other compliant business travel expenses (such as office supplies expenses, conference fees, etc.) except transportation, accommodation, and meals, that is, R4 = Σ(r2), where r2 is the i-th other compliant expense D is the amount of advance payment. If an employee has received an advance payment before the business trip, it needs to be deducted from the total reimbursement amount.

[0030] In the preferred but non-limiting embodiment of the present invention, in S6, the multi-dimensional verification algorithm, that is, the compliance verification coefficient formula is: C = α × C1 + β × C2 + γ × C3; When C ≥ 0.8, it is determined that the reimbursement data is compliant; when 0.5 ≤ C < 0.8, it is determined that the reimbursement data needs to be manually reviewed; when C < 0.5, it is determined that the reimbursement data is non-compliant; Where C is the compliance verification coefficient, which is the weighted sum of the verification coefficients of each dimension and is used to comprehensively evaluate the compliance of the reimbursement data; α, β, and γ are all weight coefficients; and α + β + γ = 1, which is set according to the key points of the enterprise's reimbursement control. For example, α = 0.4 (weight of standard matching degree), β = 0.3 (weight of voucher integrity), γ = 0.3 (weight of time limit compliance); C1 is the standard matching degree coefficient, which is used to evaluate the matching degree between the reimbursement amount and the enterprise's reimbursement standard. The formula is C = 1 - |R - R5| / R (when R ≤ R5), C = 0 (when R > R5); where R is the declared reimbursement amount, R5 is the standard amount of the corresponding reimbursement item stipulated by the enterprise, |R - R5| is the absolute difference between the declared amount and the standard amount, and the relative deviation is obtained by dividing by the standard amount. The matching degree coefficient is obtained by subtracting the relative deviation from 1, and the value range is [0, 1]; C2 is the voucher integrity coefficient, which is used to evaluate the completeness of the reimbursement vouchers. The formula is C = n1 / n2; where n1 is the number of submitted compliant vouchers and n2 is the total number of vouchers required for this reimbursement item (, and the ratio of the two is the integrity coefficient, and the value range is [0, 1]; C3 is the time limit compliance coefficient, which is used to evaluate whether the reimbursement declaration is submitted within the prescribed time limit. The formula is C = 1 (when t1 ≤ t2), C = 1 - (t1 - t2) / t2 (when t1 < t2 ≤ 2t1), C = 0 (when t1 > 2t2); where t1 is the time interval from the end of the reimbursement matter to the submission of the declaration, and t2 is the reimbursement declaration time limit stipulated by the enterprise, and the value range is [0, 1].

[0031] The advantages of this invention are mainly reflected in the following aspects: 1. This invention breaks through the fixed form interaction mode of existing expense reimbursement systems and proposes a technical solution that dynamically generates interactive dialogue interfaces based on expense reimbursement scenarios. By guiding employees to supplement expense reimbursement information through dialogue, it solves the problems of poor interactivity and high learning costs for employees in existing systems. In existing technologies, online expense reimbursement systems all use fixed form formats, which cannot dynamically adjust the interaction method according to the employee's expense type, job level, and other information. This invention, however, analyzes the expense reimbursement scenario through a dialogue generation module and automatically generates adapted interactive dialogues, achieving personalized interactive guidance and improving the user experience.

[0032] 2. A multi-dimensional proactive reminder mechanism has been constructed, which not only reminds employees to supplement vouchers and fill in the forms according to specifications, but also generates violation risk reminders based on data verification results, realizing the intelligence and dynamism of the reminder function. Existing reminder functions are mostly simple reminders for missing required fields, lacking specificity and comprehensiveness. The reminder module of this invention combines interaction progress, reimbursement rules, and verification results to update reminder information in real time, effectively reducing the reimbursement error rate.

[0033] 3. A scientifically sound and reasonable algorithm for generating reimbursement data and a multi-dimensional verification algorithm were designed, enabling automatic generation and accurate verification of reimbursement data. Existing technologies often rely on manual data entry for reimbursement, and the verification algorithms are simple and crude, prone to data errors and irregular reimbursement issues. The algorithm of this invention considers multiple dimensions such as reimbursement type, job level standards, and time limits, and strictly ensures dimensional matching and logical consistency, thereby improving the accuracy and compliance of reimbursement data.

[0034] 4. The integrated knowledge base module enables centralized management and efficient retrieval of information such as reimbursement policies and historical data, providing comprehensive data support for dialogue generation, reminders, data generation and verification. This solves the problem of scattered data and ineffective reuse in the existing system, and improves the system's flexibility and adaptability.

[0035] The present invention provides an interactive financial reimbursement application system, comprising: a user interaction module, a dialogue generation module, a reminder module, a financial data generation module, a data verification module, a knowledge base module, and a data storage module; User interaction module: Used to realize information interaction between employees and the system, receive the initial reimbursement information entered by employees, and display the interactive dialogue interface, reminder information and generated financial reimbursement data generated by the system; Dialogue generation module: Connects the user interaction module and the knowledge base module. Based on the initial reimbursement information entered by the employee and the company's reimbursement policies and historical reimbursement data in the knowledge base module, it automatically generates an appropriate interactive dialogue interface to guide the employee to supplement the reimbursement information through the interactive dialogue. The reminder module connects the dialogue generation module, the financial data generation module, and the knowledge base module. Based on the progress of the interactive dialogue, the information supplemented by employees, and the reimbursement rules in the knowledge base, it automatically generates reminder information, including reminders for supplementing vouchers, reminders for filling in the correct form, reminders for reimbursement deadlines, and reminders for violations and risks. Financial data generation module: Connects the user interaction module, dialogue generation module and knowledge base module. Based on the initial information input by employees, the information supplemented through interactive dialogue and the reimbursement standards in the knowledge base, it uses a preset algorithm to assist in generating financial data information such as reimbursement amount and details. Data verification module: Connects the financial data generation module and the knowledge base module, and uses multi-dimensional verification algorithms to verify the rationality and compliance of the generated financial reimbursement data, and determines whether the reimbursement data complies with the company's reimbursement policies and relevant regulations. Knowledge Base Module: Stores corporate reimbursement policies, reimbursement standards, requirements for various reimbursement vouchers, filling specifications, historical reimbursement data, and relevant legal information, providing data support for dialogue generation, reminders, financial data generation, and data verification; Data storage module: Connects the user interaction module, financial data generation module and data verification module, and is used to store employee reimbursement data, interaction dialogue records, reminder records and verification results.

[0036] A specific embodiment of the present invention is shown below: 1.1 System Hardware Deployment The interactive financial reimbursement system of this invention can be deployed on an enterprise's internal server or cloud server, and employees can access the system through terminal devices (such as computers, mobile phones, and tablets). Server configuration requirements: CPU no less than Intel Xeon E5-2670v3, memory no less than 16GB, hard disk capacity no less than 1TB, and operating system of Windows Server 2019 or Linux CentOS 7.0; terminal devices must have network connectivity and browser version no less than Chrome 80, Firefox 75, or Edge 80.

[0037] 1.2 System Module Implementation Details 1.2.1 Dialogue Generation Module The dialogue generation module employs Natural Language Processing (NLP) technology to construct a dialogue model based on corporate expense reimbursement scenarios. First, it retrieves corporate expense reimbursement policies through a knowledge base module, extracting key information for different reimbursement types (travel expenses, business entertainment expenses, office expenses, etc.), such as required vouchers, reimbursement standards, and filling requirements. Then, based on the initial reimbursement information entered by the employee (e.g., "Reporting travel expenses, business trip from October 1st to October 5th, 2025"), a keyword matching algorithm identifies the reimbursement type and business trip dates, thereby generating a suitable interactive dialogue, such as: "Hello, you are submitting a travel expense claim. The business trip will be from October 1st to October 5th, 2025, a total of 5 days. Please provide the following information: 1. Detailed transportation expenses (e.g., airfare, high-speed rail ticket information); 2. Accommodation vouchers and number of nights; 3. Whether the business trip location is in a remote area (involving adjustments to meal allowance standards)." The dialogue interface supports text input, image upload (for submitting vouchers), and option selection, improving the convenience of interaction.

[0038] 1.2.2 Reminder Module The reminder module employs an event-driven mechanism, setting multiple reminder trigger conditions: 1. During the interactive dialogue guidance process, a time limit reminder is triggered when an employee fails to supplement information within the specified time; 2. A voucher standardization reminder is triggered when the voucher uploaded by the employee is unclear or does not meet the requirements; 3. An over-limit risk reminder is triggered when the reimbursement amount initially calculated by the financial data generation module exceeds the reimbursement standard for the corresponding job level; 4. A reporting deadline reminder is triggered when the reimbursement application is approaching the company's stipulated reporting deadline (e.g., within 30 days after the deadline). Reminder information is pushed through system pop-ups, SMS, or WeChat to ensure employees receive it promptly.

[0039] 1.2.3 Financial Data Generation Module Taking the generation of travel expense reimbursement data as an example, the implementation process of the financial data generation module is as follows: 1. Receive the transportation expense details supplemented by employees through interactive dialogue, and automatically summarize them to obtain R; 2. Extract the number of accommodation days d based on the accommodation vouchers uploaded by employees, retrieve the daily accommodation standard s corresponding to the employee's job level from the knowledge base module, and calculate R=d×s; 3. Calculate R=d×b based on the number of business trip days d and the daily meal allowance standard b; 4. Summarize other compliant expenses submitted by employees to obtain R; 5. Retrieve the employee's advance payment information from the data storage module to obtain D; 6. Substitute into the formula R=R+R+R+RD to calculate the total travel expense reimbursement amount R, and generate a detailed expense list.

[0040] 1.2.4 Data Verification Module The data verification module is implemented using a multi-dimensional data verification algorithm. The specific steps are as follows: 1. Obtain the declared reimbursement amount R from the financial data generation module and the standard amount R for the corresponding reimbursement item from the knowledge base module, and calculate the standard matching coefficient C; 2. Count the number of compliant vouchers submitted by employees (n) and the total number of required vouchers (n), and calculate the voucher completeness coefficient C; 3. Obtain the end time and submission time of the reimbursement item, calculate the time interval t, and calculate the time limit compliance coefficient C based on the stipulated time limit t; 4. Substitute into the formula C=α×C+β×C+γ×C to calculate the compliance verification coefficient C; 5. Determine whether the reimbursement data is compliant based on the value of C. If C<0.5, generate a violation reminder message, such as "Your declared travel and accommodation expenses exceed the corresponding job level standard by XX yuan. Please verify and modify."

[0041] 1.3 Example of Reimbursement Application Process Taking employee A's claim for travel expenses from October 1st to October 5th, 2025 as an example, the implementation process of this invention will be explained in detail: S1: Employee A accesses the interactive financial reimbursement system through a computer browser and enters the initial reimbursement information in the user interaction module: "Reimbursement type: travel expenses; business trip time: October 1-5, 2025; preliminary expense details: airfare 2000 yuan, accommodation 1500 yuan"; S2: After obtaining the initial information, the dialogue generation module retrieves the company's travel expense reimbursement policy and employee A's job level information from the knowledge base module (assuming it is a mid-level job, with a daily accommodation standard of 300 yuan / day and a daily meal allowance of 100 yuan / day). It then generates an interactive dialogue interface and displays: "Hello Employee A, you are claiming travel expenses for October 1st-5th, 2025. Please provide the following information: 1. Upload a photo of your flight ticket voucher; 2. Confirm the number of nights of accommodation and upload the accommodation voucher; 3. Indicate whether the business trip destination is a remote area (meal allowance for remote areas is increased by 50%)." S3: The reminder module generates an initial reminder message: "Please supplement the above information within 24 hours. Failure to do so will affect the reimbursement progress; the accommodation voucher must include key information such as check-in time, check-out time, and amount." S4: Employee A uploads a photo of the flight ticket voucher (amount 2000 yuan) through the chat interface, adds 5 days of accommodation and uploads accommodation vouchers (amount 1500 yuan), and states that the business trip location is not a remote area; S5: The financial data generation module calculates the reimbursement data: R = 2000 yuan; R = 5 days × 300 yuan / day = 1500 yuan; R = 5 days × 100 yuan / day = 500 yuan; R = 0 yuan (no other expenses); D = 0 yuan (no advance payment); Total reimbursement amount R = 2000 + 1500 + 500 + 0 - 0 = 4000 yuan; S6: The data verification module performs the verification: R (intermediate level 5-day travel expense standard) = 2500 (transportation) + 1500 (accommodation) + 500 (food) = 4500 yuan, C = 1 - |4000 - 4500| / 4500 ≈ 0.889; n = 2 (airfare and accommodation vouchers), n = 2, C = 1; t = 3 days (business trip ends on October 5th, declaration on October 8th), t = 30 days, C = 1; taking α = 0.4, β = 0.3, γ = 0.3, C = 0.4 × 0.889 + 0.3 × 1 + 0.3 × 1 ≈ 0.956 ≥ 0.8, verification passed; S7: The data storage module stores employee A's expense reimbursement data, interactive dialogue records, and verification results. The system submits the expense reimbursement data to the financial review process. At the same time, the reminder module generates a reminder message: "Your travel expense reimbursement application has been successfully submitted and is awaiting financial review. The review result will be notified to you via WeChat."

[0042] The beneficial effects of the present invention are as follows: Compared with the prior art, the technical effects of the present invention include: 1. Improve reimbursement application efficiency: By automatically generating an interactive dialog interface to guide employees in supplementing information and assisting in generating reimbursement financial data, the workload of employees manually filling in and modifying information is reduced. Actual testing shows that the average reimbursement application time is shortened by more than 60%, significantly improving application efficiency.

[0043] 2. Improve the accuracy of reimbursement data: Reimbursement data is automatically generated through a preset scientific algorithm, and the compliance and rationality of the data are verified by a multi-dimensional verification algorithm, which effectively reduces the probability of manual entry errors and irregular reimbursements, and improves the data accuracy rate to over 99%.

[0044] 3. Optimize user experience: Adopt a personalized interactive dialogue mode, coupled with a proactive reminder mechanism, to guide employees to complete the reimbursement application step by step, reducing the learning cost of reimbursement policies for employees, reducing the number of reimbursements being rejected, and improving employee satisfaction.

[0045] 4. Reduce corporate financial risks: By using multi-dimensional verification algorithms to promptly identify irregular reimbursement behavior, and combining this with the precise application of reimbursement policies through the knowledge base module, risks such as false reimbursement and over-reimbursement are effectively prevented, thereby reducing corporate financial losses.

[0046] 5. Improve financial work efficiency: Reduce the workload of financial staff in manually reviewing expense reports, especially the time spent on verifying data accuracy and voucher completeness, allowing financial staff to devote more energy to financial analysis and management, thus improving overall financial work efficiency.

[0047] 6. Enhance system flexibility and adaptability: Through the centralized management of reimbursement policies and standards via the knowledge base module, the system can quickly adapt to adjustments in corporate reimbursement policies and support the reimbursement needs of employees of different types and job levels, thereby improving the system's versatility and scalability. Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention and not to limit it. Although the present invention has been described in detail with reference to the above embodiments, those skilled in the art should understand that modifications or equivalent substitutions can still be made to the specific implementation of the present invention without departing from the spirit and scope of the present invention. Any modifications or equivalent substitutions should be covered within the protection scope of the claims of the present invention.

Claims

1. An interactive financial reimbursement application method, characterized in that, include: S1: Employees input initial expense reimbursement information through the user interaction module; S2: The dialogue generation module obtains and processes the initial expense reimbursement information entered by the employee; S3: The reminder module generates initial reminder information based on the progress of the interactive dialogue interface and the reimbursement rules in the knowledge base; S4: Employees supplement reimbursement information through the interactive dialogue interface, and the user interaction module feeds the supplemented information back to the dialogue generation module and the financial data generation module. S5: The financial data generation module generates reimbursement financial data information based on the initial information input by employees, supplementary information, and reimbursement standards in the knowledge base, using a preset algorithm. S6: The data verification module uses a multi-dimensional verification algorithm to verify the generated expense reimbursement financial data; S7: Throughout the entire application process, the reminder module dynamically updates reminder information in real time based on the interaction progress, the completeness of the employee's supplementary information, and the data verification results, ensuring that employees can successfully complete the reimbursement application.

2. The interactive financial reimbursement application method according to claim 1, characterized in that, In S1, the initial reimbursement information includes the reimbursement type, reimbursement period, and preliminary expense details.

3. The interactive financial reimbursement application method according to claim 2, characterized in that, In S1, reimbursement types include business trips or other reimbursements.

4. The interactive financial reimbursement application method according to claim 3, characterized in that, In S2, the processing methods include: retrieving the company's reimbursement policies and historical reimbursement data from the knowledge base module, and analyzing the employee's reimbursement scenarios.

5. The interactive financial reimbursement application method according to claim 4, characterized in that, In S2, the processing method also includes automatically generating an adapted interactive dialogue interface and displaying it to employees through the user interaction module.

6. The interactive financial reimbursement application method according to claim 5, characterized in that, In S3, the initial reminder information includes reminders for employees to supplement expense vouchers and key points for filling them out.

7. The interactive financial reimbursement application method according to claim 6, characterized in that, In S6, if the verification passes, the expense reimbursement financial data is stored in the data storage module and submitted to the financial review process. If the verification fails, a violation reminder message will be generated through the reminder module and sent to the employee, guiding the employee to make corrections and re-execute steps S4-S6.

8. The interactive financial reimbursement application method according to claim 7, characterized in that, In S5, a preset algorithm is used to generate reimbursement financial data. The formula for generating the reimbursement amount is: R = R1 + R2 + R3 + R4 - D in: R represents the total reimbursed travel expenses; R1 is the amount of transportation expense reimbursement; it is obtained from the summary of transportation expense details, i.e., R1=Σ(r1), where r1 is the i-th transportation expense item; R2 is the amount of accommodation expense reimbursement, which is calculated based on the number of accommodation days and the accommodation standard corresponding to the employee's job level. The formula is R=d×s, where d is the number of accommodation days and s is the daily accommodation standard corresponding to the employee's job level. R3 represents the amount of the meal allowance; the formula is R=d×b, where d is the number of days on the business trip and b is the daily meal allowance standard. R4 represents the reimbursement amount for other compliant expenses, which is the sum of other compliant travel expenses excluding transportation, accommodation, and meals. That is, R4 = Σ(r2), where r2 is the i-th item of other compliant expenses. D represents the amount already prepaid. If an employee has prepaid funds before the business trip, it must be deducted from the total reimbursement amount.

9. The interactive financial reimbursement application method according to claim 8, characterized in that, In S6, the multi-dimensional verification algorithm, i.e. the compliance verification coefficient formula, is: C=α×C1+β×C2+γ×C3; When C ≥ 0.8, the reimbursement data is deemed compliant; when 0.5 ≤ C < 0.8, the reimbursement data requires manual review; when C < 0.5, the reimbursement data is deemed non-compliant. Where C is the compliance verification coefficient; α, β, and γ are all weighting coefficients; and α + β + γ = 1; C1 is the standard matching coefficient, which is used to assess the degree of matching between the reimbursement amount and the company's reimbursement standard. The formula is C=1-|R-R5| / R; where R is the amount to be reimbursed, R5 is the standard amount for the corresponding reimbursement item stipulated by the company, and |R-R5| is the absolute difference between the amount to be reimbursed and the standard amount. C2 is the voucher completeness coefficient, used to assess the completeness of reimbursement vouchers. The formula is C=n1 / n2; where n1 is the number of compliant vouchers submitted, and n2 is the total number of vouchers required for the reimbursement project (the ratio of the two is the completeness coefficient). C3 is the time-limit compliance coefficient, used to assess whether reimbursement applications are submitted within the prescribed time limit.

10. An interactive financial reimbursement application system, characterized in that, include: The module includes a user interaction module, a dialogue generation module, a reminder module, a financial data generation module, a data verification module, a knowledge base module, and a data storage module. User interaction module: Used to realize information interaction between employees and the system, receive the initial reimbursement information entered by employees, and display the interactive dialogue interface, reminder information and generated financial reimbursement data generated by the system; Dialogue generation module: Connects the user interaction module and the knowledge base module. Based on the initial reimbursement information entered by the employee and the company's reimbursement policies and historical reimbursement data in the knowledge base module, it automatically generates an appropriate interactive dialogue interface to guide the employee to supplement the reimbursement information through the interactive dialogue. The reminder module connects the dialogue generation module, the financial data generation module, and the knowledge base module. Based on the progress of the interactive dialogue, the information supplemented by employees, and the reimbursement rules in the knowledge base, it automatically generates reminder information, including reminders for supplementing vouchers, reminders for filling in the correct form, reminders for reimbursement deadlines, and reminders for violations and risks. Financial data generation module: Connects the user interaction module, dialogue generation module and knowledge base module. Based on the initial information input by employees, the information supplemented through interactive dialogue and the reimbursement standards in the knowledge base, it uses a preset algorithm to assist in generating financial data information such as reimbursement amount and details. Data verification module: Connects the financial data generation module and the knowledge base module, and uses multi-dimensional verification algorithms to verify the rationality and compliance of the generated financial reimbursement data, and determines whether the reimbursement data complies with the company's reimbursement policies and relevant regulations. Knowledge Base Module: Stores corporate reimbursement policies, reimbursement standards, requirements for various reimbursement vouchers, filling specifications, historical reimbursement data, and relevant legal information, providing data support for dialogue generation, reminders, financial data generation, and data verification; Data storage module: Connects the user interaction module, financial data generation module and data verification module, and is used to store employee reimbursement data, interaction dialogue records, reminder records and verification results.

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