一种财务数据智能问数的自然语言交互处理系统和方法

By constructing a structured financial knowledge base and intent recognition module, and combining keyword and vector retrieval, accurate SQL query statements are generated. This solves the problems of operational complexity and inaccurate results in existing BI tools for financial data queries, achieving a balance between the flexibility of natural language interaction and the accuracy of data queries, and improving the efficiency and reliability of financial data queries.

CN122412445APending Publication Date: 2026-07-17COSCO SHIPPING GROUP FINANCE CO LTD
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
COSCO SHIPPING GROUP FINANCE CO LTD
Filing Date
2026-04-01
Publication Date
2026-07-17

AI Technical Summary

Technical Problem

Existing business intelligence (BI) tools have high operational barriers, low query efficiency, and cannot flexibly adapt to users' diverse natural language query needs in financial data queries. Furthermore, the results are inaccurate and fail to effectively integrate corporate financial business experience and knowledge resources.

Method used

A structured financial knowledge base is constructed, and an intent recognition module and an SQL generation module are combined. Through a two-way retrieval method that combines keyword retrieval and vector retrieval, the user's intent is identified and accurate SQL query statements are generated. The system includes a structured financial knowledge base construction module, an intent recognition module, an SQL generation module, and a result output module, and realizes natural language interactive processing.

Benefits of technology

It lowers the operational threshold for financial data queries, improves query efficiency and accuracy, supports users to ask questions directly using natural language, fully integrates enterprise knowledge resources, and ensures the reliability and security of query results.

✦ Generated by Eureka AI based on patent content.

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Abstract

本发明涉及财务数据智能问数的自然语言交互处理系统和方法,该系统由结构化财务知识库构建模块构建基于ElasticSearch搜索引擎的指标知识库与维度知识库,存储财务核心指标的元数据、指标中文的向量表示及财务数据查询所需的维度表;意图识别模块通过关键词与向量双路检索、RRF融合排序结合自然语言处理大模型确定目标财务核心指标,再采用差异化策略解析多维度信息形成参数组;SQL生成模块经多重维度校验后,按数据分层表类型选用字符串拼接或Jinja2模板引擎动态拼接生成可执行SQL,且执行前完成安全与性能校验;结果输出模块执行SQL并以可视化与自然语言总结形式反馈结果。本发明平衡自然语言交互灵活性与数据查询准确性,有效提升财务场景问数效率与数据洞察能力。
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