CN110599327A - Method for automatically generating and sending banking report - Google Patents
Method for automatically generating and sending banking report Download PDFInfo
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- CN110599327A CN110599327A CN201910821698.6A CN201910821698A CN110599327A CN 110599327 A CN110599327 A CN 110599327A CN 201910821698 A CN201910821698 A CN 201910821698A CN 110599327 A CN110599327 A CN 110599327A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/02—Banking, e.g. interest calculation or account maintenance
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Abstract
The invention relates to a method for automatically generating and sending banking statements, which comprises the following steps: A. extracting data in a banking database through an application program, processing the data into data required by a report, and storing the processed data as a data text file; B. generating a random key and storing the random key as a key text file; C. reading the data text file in the step A, and expanding the data in the data text file according to the format of the report to form the report; D. encrypting the report through the key text file, so that a random key in the key text file must be input when the report is opened; E. the report is sent to the electronic mailbox of the receiver through the Internet, and the corresponding random key is sent to the mobile phone of the receiver through the communication network. The invention can simply and quickly generate the report without constructing a complex data model, and can effectively ensure that the report has good safety in the sending and opening processes.
Description
Technical Field
The invention relates to a data processing method, in particular to a method for automatically generating and sending a banking report.
Background
In financial institutions such as banks, a large number of reports need to be generated every day so that decision makers can know the operation condition of the whole business and make business operation decisions. With the development of the internet, bank financial institutions accumulate mass data, the number of reports for assisting decision making is increased in a geometric number manner, and therefore more BI systems and visual report tools appear in the market. In a bank financial institution, technicians can develop reports centrally through the tools.
The bi (business intelligence), a complete solution, is composed of data warehouse (or data mart), query report, data analysis, data mining, data backup and recovery, etc.
The visual report tool is a tool for displaying reports in a web page manner, generally contains rich graphic chart formats, and supports interactive functions of data filtering, sequencing and the like of a viewer on the visual reports. Some BI systems contain visual reporting tool components and some BI systems do not.
The report generated by the visual report tool can be used for multiple people to log in a webpage to check the report at the same time, a mail is not required to be sent, and the report checking authority can be effectively controlled. Meanwhile, when the report is generated through the visual report tool, a large amount of manpower and financial resources are needed for constructing the data model required by the visual software, and the construction and development cycle time is long and the cost is high. Meanwhile, due to the privacy of data, the user can only log in and check the data in the local area network of the enterprise office. For headquarters management personnel or colleagues who often need to go on a business trip, which are not in the range of the local area network, the report form is not convenient to view.
Disclosure of Invention
The invention provides a method for automatically generating and sending a banking report, which can simply and quickly generate the report and ensure that the report has safety in the sending and opening processes.
The invention discloses a method for automatically generating and sending banking statements, which comprises the following steps:
A. extracting data in a banking database through an application program, processing the data into data required by a report, and storing the processed data as a data text file;
B. generating a random key and storing the random key as a key text file;
C. reading the data text file in the step A, and expanding the data in the data text file according to the format of the report to form the report;
D. encrypting the report through the key text file, so that a random key in the key text file must be input when the report is opened;
E. the report is sent to the electronic mailbox of the receiver through the Internet, and the corresponding random key is sent to the mobile phone of the receiver through the communication network.
According to the invention, a complex data model is not required to be constructed when the report is generated, only required fields are extracted from the database for processing, the data processing is more flexible, and less manpower and financial resources are invested. The application programs and the like can be written by free open source program languages, such as SQL, Python, R and the like, and additional auxiliary development software is not needed, so that the investment cost can be reduced. Moreover, the data content in the report is encrypted in a random password mode, so that the risk of password leakage caused by considering the appointed password is avoided. Meanwhile, the report is sent to a mail box of a receiver through the Internet, and the random key corresponding to the report is sent through a short message, so that the sending modes of the report and the key are separated, the safety of data in the report is effectively guaranteed, and the risk of divulgence is reduced.
Further, in the step E, after the random key is sent to the mobile phone of the receiver, the random key is deleted in the system, so as to ensure that the random key is not subsequently revealed due to various reasons, which causes the potential safety hazard of the report.
Preferably, the steps a to E are automatically performed periodically by setting a task planning program in the system. The task planning program can be a task plan carried in the Windows system, and can also be a task planning program executed by other programs.
Optionally, in the step a, the processed data is saved as a data text file through a vba script language embedded in Office software. The data are processed by common application software, so that the investment cost and the learning difficulty in processing can be reduced.
Further, the data text file is an ASCII code file or an Office software recognizable file, such as an ASCII code file suffixed with txt,. cvs, or an Excel format file suffixed with xls,. xlsx, and the like.
The method for automatically generating and sending the banking report can simply and quickly generate the report, does not need to construct a complex data model, and can effectively ensure that the report has good safety in the sending and opening processes.
The present invention will be described in further detail with reference to the following examples. This should not be understood as limiting the scope of the above-described subject matter of the present invention to the following examples. Various substitutions and alterations according to the general knowledge and conventional practice in the art are intended to be included within the scope of the present invention without departing from the technical spirit of the present invention as described above.
Drawings
FIG. 1 is a flow chart of the method for automatically generating and sending banking statements of the present invention.
Detailed Description
As shown in fig. 1, the method for automatically generating and sending a banking report of the present invention includes:
A. extracting data in a banking database through an application program written by a free open source program language such as SQL, Python, R and the like, processing the data into data required by a report, and then storing the processed data into a data text file through vba script language embedded in Office software, wherein the data text file comprises ASCII code files with suffixes of txt, cvs and the like or Excel format files with suffixes of xls and xlsx and the like;
B. generating a random key and storing the random key as a key text file;
C. reading the data text file in the step A, and expanding the data in the data text file according to the format of the report to form the report;
D. encrypting the report through the key text file, so that a random key in the key text file must be input when the report is opened;
E. the report is sent to the electronic mailbox of the receiver through the Internet, and the corresponding random key is sent to the mobile phone of the receiver through the communication network. After the random key is sent to the mobile phone of the receiver, the random key is deleted from the system, so that the random key cannot be subsequently leaked due to various reasons, and the potential safety hazard of the report is avoided.
And (4) automatically executing the steps A to E regularly through a self-contained task plan in the Windows system.
Only required fields are extracted from the database to process and generate the report, so that the data processing is more flexible, and less manpower and financial resources are invested. The report and the secret key are sent to different receiving terminals of a receiver in different modes, so that the sending modes of the report and the secret key are separated, the safety of data in the report is effectively guaranteed, and the risk of secret leakage is reduced.
Claims (5)
1. The method for automatically generating and sending the banking report is characterized by comprising the following steps:
A. extracting data in a banking database through an application program, processing the data into data required by a report, and storing the processed data as a data text file;
B. generating a random key and storing the random key as a key text file;
C. reading the data text file in the step A, and expanding the data in the data text file according to the format of the report to form the report;
D. encrypting the report through the key text file, so that a random key in the key text file must be input when the report is opened;
E. the report is sent to the electronic mailbox of the receiver through the Internet, and the corresponding random key is sent to the mobile phone of the receiver through the communication network.
2. The method for automatically generating and sending banking statements as claimed in claim 1, wherein: and E, after the random key is sent to the mobile phone of the receiver, deleting the random key in the system.
3. The method for automatically generating and sending banking statements as claimed in claim 1, wherein: and (4) setting a task planning program in the system, and automatically executing the steps A to E regularly.
4. A method for the automatic generation and transmission of banking statements as claimed in one of claims 1 to 3, characterized in that: and in the step A, the processed data is stored as a data text file through a vba script language embedded in Office software.
5. The method for automatically generating and sending banking statements as claimed in claim 4, wherein: the data text file is an ASCII code file or a file which can be identified by Office software.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910821698.6A CN110599327A (en) | 2019-09-02 | 2019-09-02 | Method for automatically generating and sending banking report |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910821698.6A CN110599327A (en) | 2019-09-02 | 2019-09-02 | Method for automatically generating and sending banking report |
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| Publication Number | Publication Date |
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| CN110599327A true CN110599327A (en) | 2019-12-20 |
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| CN201910821698.6A Pending CN110599327A (en) | 2019-09-02 | 2019-09-02 | Method for automatically generating and sending banking report |
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Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111431896A (en) * | 2020-03-20 | 2020-07-17 | 上海中通吉网络技术有限公司 | Data sharing method and system |
| CN112291268A (en) * | 2020-11-26 | 2021-01-29 | 上海优扬新媒信息技术有限公司 | Information transmission method, device, equipment and storage medium |
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| CN105446948A (en) * | 2015-11-13 | 2016-03-30 | 武汉鸿图节能技术有限公司 | Report automatic generation method and system |
| CN109120641A (en) * | 2018-09-28 | 2019-01-01 | 中国平安财产保险股份有限公司 | The automatic method for uploading of report, device, computer equipment and storage medium |
| CN109684854A (en) * | 2018-11-20 | 2019-04-26 | 华中科技大学 | A kind of bottom data encryption method suitable for management information system in enterprise |
| CN110166403A (en) * | 2018-01-23 | 2019-08-23 | 广东七洲科技股份有限公司 | A kind of safety method of key and ciphertext separated transmission |
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2019
- 2019-09-02 CN CN201910821698.6A patent/CN110599327A/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105446948A (en) * | 2015-11-13 | 2016-03-30 | 武汉鸿图节能技术有限公司 | Report automatic generation method and system |
| CN110166403A (en) * | 2018-01-23 | 2019-08-23 | 广东七洲科技股份有限公司 | A kind of safety method of key and ciphertext separated transmission |
| CN109120641A (en) * | 2018-09-28 | 2019-01-01 | 中国平安财产保险股份有限公司 | The automatic method for uploading of report, device, computer equipment and storage medium |
| CN109684854A (en) * | 2018-11-20 | 2019-04-26 | 华中科技大学 | A kind of bottom data encryption method suitable for management information system in enterprise |
Cited By (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111431896A (en) * | 2020-03-20 | 2020-07-17 | 上海中通吉网络技术有限公司 | Data sharing method and system |
| CN112291268A (en) * | 2020-11-26 | 2021-01-29 | 上海优扬新媒信息技术有限公司 | Information transmission method, device, equipment and storage medium |
| CN112291268B (en) * | 2020-11-26 | 2023-05-26 | 度小满科技(北京)有限公司 | Information transmission method, device, equipment and storage medium |
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Application publication date: 20191220 |
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| RJ01 | Rejection of invention patent application after publication |