CN101976398A - Credit rating work system-based rating report manuscript manufacturing method - Google Patents
Credit rating work system-based rating report manuscript manufacturing method Download PDFInfo
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- CN101976398A CN101976398A CN2010105473535A CN201010547353A CN101976398A CN 101976398 A CN101976398 A CN 101976398A CN 2010105473535 A CN2010105473535 A CN 2010105473535A CN 201010547353 A CN201010547353 A CN 201010547353A CN 101976398 A CN101976398 A CN 101976398A
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Abstract
The invention provides a credit rating work system-based rating report manuscript manufacturing method, which comprises the steps of preparation and maintenance of enterprise information data, preparation of rating report manuscript data, selection of rating report manuscript format and the like. The method has the advantages of assisting a user in defining rating report chapters and sections, calling data required for a rating report, generating initial manuscript for the user, providing an edit tool for the user to modify the manuscript on line, and also providing a report generating tool for generating the rating report with common format.
Description
Technical field
The present invention relates to a kind of grading report draft method for making, belong to the credit services technical field based on the credit rating work system.
Background technology
Credit rating claims " credit rating " or " prestige assessment " again, is important content and the basis of setting up social credit system.According to common definition, credit rating is that credit rating service organization is with third-party objective, just position, evaluation index system according to standard, the appraisal procedure of utilization science, fulfil strict appraisal procedure, to enterprise, financial institution, market such as bond issue person and social organization participates in the credit record of main body, the quality of enterprise, managerial ability, management level, external environment condition, financial position, development prospects etc. fully understand, survey and study, after the analysis and research, with regard to its ability of meeting commitment in following a period of time, the comprehensive evaluation that the various risk that may occur is done, and with certain symbolic representation it is good and bad and be published in a kind of economic activity of the public.
Credit rating already is intermediary sevices special in the financial system, credit rating is to estimate by the debt repayment risk to business and government, investment of guiding financial capital and economic decision-making, he is directly connected to the pricing right of financial product, and influence state's credit market rate and exchange rate formation, closely related with country's finance sovereignty and economic security.So in a sense, credit rating is an important force of safeguarding country's finance sovereignty, has represented the statehood of country in the international finance service system, is an important service that is related to national financial strategic security.
The credit rating work system provides, carries out the information system of credit rating business for credit rating service organization, can help the information management of rating organization's realization to grading operation flow overall process, also provide a kind of integrated workbench for being engaged in the professional staff of grading simultaneously, integrated a series of grading support facility can be increased work efficiency and work quality provides technical support for the staff on unified operation interface.
Summary of the invention
The grading report draft method for making that the purpose of this invention is to provide a kind of advanced person based on the credit rating work system.
Purpose of the present invention is achieved through the following technical solutions:
A kind of grading report draft method for making based on the credit rating work system, described credit rating work system is by client terminal device, network equipment, server zone, data bus and database constitute, described client terminal device is connected with server zone by network equipment, comprise operation control device in the described server zone, the maintenance of information device, the analysis tool device, the report producing device, each server unit of described server zone inside connects by data bus, and be connected to described database by data bus
Described grading report draft method for making comprises the steps:
When a) project work began, the user passed through the operation control device option from client terminal device;
B) under the management of operation control device, the maintenance of information device is safeguarded the information data of enterprise, and is stored in the database;
C) under the management of operation control device, the analysis tool device is to the tentative calculation of carrying out of business indicators and credit scoring;
D) under the management of operation control device, the report producing device is accepted the request of the making grading report that the user sends from client terminal device, and calls grading report draft parameter from database;
E) under the management of operation control device, by maintenance of information device inquiring enterprise information data at any time; Or/and calculate business indicators at any time by the analysis tool device; Or/and calculate the business standing scoring at any time by the analysis tool device;
F) under the management of operation control device, the report producing device is accepted the user and is reported editor's request from the grading that client terminal device sends;
G) the report producing device extracts the company information data that need from database; Utilize grading report draft parameter and company information data to generate draft;
H) after grading report draft was finished, the report producing device was accepted the request of the grading report draft pattern that the user sends from client terminal device, and formed and meet the grading report draft that request requires, and was stored in the database.
Further, also comprise the step that the report producing device is adjusted between step g and the step h on the draft basis.
Further, described company information data comprise enterprise's essential information, financial data and non-financial data.
Further, described operation control device comprises by having of connecting of the data bus project that inquiring user relates to and the user job inquiry element of Entry Details function; User job task control element with project and function that the control project is switched of consumer positioning work at present; Has the user job achievement control element of achievement being submitted to higher level's audit function; And, the control element of doing over again of the user who re-executes function with grading work.
Further, described maintenance of information device comprises by having of connecting of data bus element is safeguarded in the registration of the basic document of grading object and the company information of maintenance function; Have the financial statement of safeguarding the enterprise financial report function and safeguard element; And, have non-financial index is set up and safeguarded that the non-financial statement of accounting logging function safeguards element.
Further, described analysis tool device comprises by having on the basis of marking table template that data bus connects, prepares the marking list cell spare of data, deal with data, execution marking function; Has on the basis of analyzing template the index analysis element of the analysis result function of extracted data and parameter; And, having on the basis of off-line data extraction template, extracted data also passes to the off-line analysis tool elements that client is carried out the analyzing and processing function down.
Further, described report producing device comprises that the grading report chapters and sections with grading report chapters and sections editor and management function that connect by data bus safeguard element; And, the grading Reports Administration element of the systematic function of the foundation of the essential information that having grades reports, editor's draft and grading report.
Beneficial effect of the present invention is embodied in: can help the chapters and sections of user definition grading report, call the required data of grading report, for the user generates initial draft; And edit tool is provided, but user's online modification draft; The report Core Generator also is provided in addition, has provided the grading report of common format.
Description of drawings
The invention will be further described below in conjunction with accompanying drawing:
Fig. 1: the basic framework synoptic diagram of credit rating work system of the present invention.
Fig. 2: the schematic flow sheet that the present invention is based on the grading report draft making of credit rating work system.
Embodiment
The present invention has disclosed a kind of grading report draft based on the credit rating work system and has made flow process.
As shown in Figure 1, credit rating work system of the present invention is made of client terminal device, network equipment, server zone, data bus and database, described client terminal device is connected with server zone by network equipment, each server of described server zone inside connects by data bus, and be connected to described database by data bus, described server zone comprises operation control device, maintenance of information device, analysis tool device, report producing device
Wherein:
Client terminal device is user's a operator's console, is a kind of User Interface, and the user fills in the result of data, the request of submission business processing, acceptance and display process by client terminal device.
Server zone is the lift-launch platform of processing element, and server zone inside is made up of some Service Process Server devices, carries out the business processing step according to the programmed logic that presets.
Data bus is the parts of inner each server unit of Connection Service device group, and data bus provides standardized information transfer channel and interface, and each server unit comes swap data by data bus and calls the other side's processing logic.Secondly, data bus also is the link of client terminal device and server zone, and the work disposal request of client terminal device is distributed each server unit processing by data bus, also by data bus the result who finishes dealing with is sent to client terminal device.
Network equipment is to be used for the parts of Connection Service device group and client terminal device, network equipment is finished the function of the data transmission between server unit and the client by unified data bus, and network equipment can select public network (being the internet), private network forms such as (being intramural dedicated network) to realize.
Database is the parts that each server unit carries out canned data, and each server unit is realized access of database by data bus.
Below, we introduce each server unit content in the server zone in detail.
One, operation control device
This server unit provides provides the management control function to the preliminary assessment process, for the grading analyst provide use the grading operation process enter and withdraw from control function.After the analyst started working, this server was located grading analyst's job automatically, and behind end-of-job, the analyst submits achievement to, and system then locks action, can not revise, so that the reviewer examines and evaluates.
This server unit has comprised user job inquiry element, user job task control element, user job achievement control element, the user control element etc. of doing over again.Wherein: user job inquiry element provides each project that inquiring user (analyst) relates to and the details of project.User job task control element provides the function of the project of consumer positioning work at present, and the switching of control project work.The function that user job achievement control element provides achievement to submit to the higher level to examine submits to back worksheet information to lock at once.User job is done over again and is controlled the function that re-executes that grading work is provided.
Two, maintenance of information device
The function that this server unit provides the analyst that the grading object data is safeguarded is finished the essential information of enterprise, the typing and the maintenance of report messages.
This server unit has comprised that company information safeguards that element, financial statement safeguard that element, non-financial statement safeguard parts such as element.Wherein, company information safeguards that element provides registration and the maintenance function to the basic document of grading object.Financial statement safeguards that element provides the function of safeguarding enterprise financial report, accounting logging is set up and safeguarded to all kinds of financial statements that project team collected, accounting logging comprises sublists such as balance sheet, profit statement and statement of profit distribution, cash flow statement, cash flow statement updates, owner's equity change table, and functions such as financial statement balance check, currency conversion are provided.Non-financial statement safeguards that element provides all kinds of non-financial index that project team was collected to set up and safeguard the function of accounting logging, and provide a kind of form expanded function, at non-financial statement, can be according to the column of template definition, system dynamics generates the editing interface of form, on the form editing interface, can typing, revise report data.
Three, analysis tool device
This server unit provides functions such as the marking model, index analysis calculating of business standing grading.Concrete parts have comprised marking list cell spare, index analysis element, off-line analysis tool elements etc.
Wherein, marking list cell spare can be given a mark on the basis of table template, prepares data, deal with data, execution marking function, provides the scoring after the calculating, and can adjust result calculated.The index analysis element is by the analysis template of system definition, extracted data in system, the analysis result of parameter.The off-line data extraction template that the off-line analysis instrument provides by system extracts at the financial data and the supplementary statement data of database, produces data file, and passing to client carries out analyzing and processing down.
Four, report producing device
This server unit provides functions such as editor's grading report draft and management grading report information.
This server unit has comprised parts such as grading report chapters and sections are safeguarded element, the Reports Administration element of grading.Wherein, grading report chapters and sections safeguard that element provides chapters and sections editor and management function, when the user sets up the grading report, can be according to oneself requirement definition chapters and sections, and in system, set up it, thus can define the template that grading is reported neatly.Grading Reports Administration element is finished the generation of foundation, editor's draft and grading report to the essential information of grading report, can carry out preview to the grading report that completes, all information of inquiry grading report, and derive it.
As shown in Figure 2, described grading report draft method for making comprises the steps:
When a) project work began, the user passed through the operation control device option from client terminal device;
B) under the management of operation control device, the maintenance of information device is safeguarded the information data of enterprise, and is stored in the database; Described company information data comprise enterprise's essential information, financial data and non-financial data;
C) under the management of operation control device, the analysis tool device is to the tentative calculation of carrying out of business indicators and credit scoring;
D) under the management of operation control device, the report producing device is accepted the request of the making grading report that the user sends from client terminal device, and calls grading report draft parameter from database, for example reports parameters such as chapters and sections form;
E) under the management of operation control device, when making report, can inquire about all kinds of company information data at any time by the maintenance of information device;
F) under the management of operation control device, when making report, can calculate business indicators at any time by the analysis tool device;
G) under the management of operation control device, when making report, can calculate the business standing scoring at any time by the analysis tool device, and adjust in real time;
H) under the management of operation control device, the report producing device is accepted the user and is reported editor's request from the grading that client terminal device sends;
I) the report producing device extracts the company information data that need from database; Utilize grading report draft parameter and company information data to generate draft;
J) the report producing device is adjusted on the draft basis;
K) after grading report draft was finished, the report producing device was accepted the request of the grading report draft pattern that the user sends from client terminal device, and formed and meet the grading report draft that request requires, and was stored in the database.
L) user downloads described grading report draft from client terminal device by network equipment.
The present invention still has multiple concrete embodiment, and all employings are equal to replacement or equivalent transformation and all technical schemes of forming, all drop within the scope of protection of present invention.
Claims (7)
1. the draft method for making is reported in the grading based on the credit rating work system, described credit rating work system is by client terminal device, network equipment, server zone, data bus and database constitute, described client terminal device is connected with server zone by network equipment, comprise operation control device in the described server zone, the maintenance of information device, the analysis tool device, the report producing device, each server unit of described server zone inside connects by data bus, and be connected to described database by data bus, it is characterized in that: described grading report draft method for making comprises the steps
When a) project work began, the user passed through the operation control device option from client terminal device;
B) under the management of operation control device, the maintenance of information device is safeguarded the information data of enterprise, and is stored in the database;
C) under the management of operation control device, the analysis tool device is to the tentative calculation of carrying out of business indicators and credit scoring;
D) under the management of operation control device, the report producing device is accepted the request of the making grading report that the user sends from client terminal device, and calls grading report draft parameter from database;
E) under the management of operation control device, by maintenance of information device inquiring enterprise information data at any time; Or/and calculate business indicators at any time by the analysis tool device; Or/and calculate the business standing scoring at any time by the analysis tool device;
F) under the management of operation control device, the report producing device is accepted the user and is reported editor's request from the grading that client terminal device sends;
G) the report producing device extracts the company information data that need from database; Utilize grading report draft parameter and company information data to generate draft;
H) after grading report draft was finished, the report producing device was accepted the request of the grading report draft pattern that the user sends from client terminal device, and formed and meet the grading report draft that request requires, and was stored in the database.
2. the grading report draft method for making based on the credit rating work system according to claim 1 is characterized in that: also comprise the step that the report producing device is adjusted between step g and the step h on the draft basis.
3. the grading report draft method for making based on the credit rating work system according to claim 1, it is characterized in that: described company information data comprise enterprise's essential information, financial data and non-financial data.
4. the grading report draft method for making based on the credit rating work system according to claim 1 is characterized in that: described operation control device comprises and connecting by data bus
Have the project that inquiring user relates to and the user job inquiry element of Entry Details function;
User job task control element with project and function that the control project is switched of consumer positioning work at present;
Has the user job achievement control element of achievement being submitted to higher level's audit function;
And, the control element of doing over again of the user who re-executes function with grading work.
5. the grading report draft method for making based on the credit rating work system according to claim 1 is characterized in that: described maintenance of information device comprises and connecting by data bus
Have element is safeguarded in the registration of basic document of grading object and the company information of maintenance function;
Have the financial statement of safeguarding the enterprise financial report function and safeguard element;
And, have non-financial index is set up and safeguarded that the non-financial statement of accounting logging function safeguards element.
6. the grading report draft method for making based on the credit rating work system according to claim 1 is characterized in that: described analysis tool device comprises and connecting by data bus
Have on the basis of marking table template, prepare the marking list cell spare of data, deal with data, execution marking function;
Has on the basis of analyzing template the index analysis element of the analysis result function of extracted data and parameter;
And, having on the basis of off-line data extraction template, extracted data also passes to the off-line analysis tool elements that client is carried out the analyzing and processing function down.
7. the grading report draft method for making based on the credit rating work system according to claim 1 is characterized in that: described report producing device comprises and connecting by data bus
Grading report chapters and sections with grading report chapters and sections editor and management function are safeguarded element;
And, the grading Reports Administration element of the systematic function of the foundation of the essential information that having grades reports, editor's draft and grading report.
Priority Applications (2)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN2010105473535A CN101976398A (en) | 2010-11-17 | 2010-11-17 | Credit rating work system-based rating report manuscript manufacturing method |
| CN201110363423.6A CN102496083B (en) | 2010-11-17 | 2011-11-16 | Credit rating report manuscript manufacturing method |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
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| CN2010105473535A CN101976398A (en) | 2010-11-17 | 2010-11-17 | Credit rating work system-based rating report manuscript manufacturing method |
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| CN101976398A true CN101976398A (en) | 2011-02-16 |
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| CN2010105473535A Pending CN101976398A (en) | 2010-11-17 | 2010-11-17 | Credit rating work system-based rating report manuscript manufacturing method |
| CN201110363423.6A Expired - Fee Related CN102496083B (en) | 2010-11-17 | 2011-11-16 | Credit rating report manuscript manufacturing method |
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| CN201110363423.6A Expired - Fee Related CN102496083B (en) | 2010-11-17 | 2011-11-16 | Credit rating report manuscript manufacturing method |
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Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102496083A (en) * | 2010-11-17 | 2012-06-13 | 苏州德融嘉信信用管理技术有限公司 | Method for making manuscripts of credit rating reports |
| CN113536746A (en) * | 2021-07-26 | 2021-10-22 | 平安资产管理有限责任公司 | Credit rating report generation method and device, computer equipment and storage medium |
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| CN105608066A (en) * | 2015-12-29 | 2016-05-25 | 厦门市美亚柏科信息股份有限公司 | Method and device for generating evidence report |
| CN106484903A (en) * | 2016-10-21 | 2017-03-08 | 天津海量信息技术股份有限公司 | The method that template theme one key generates report |
| CN107845033A (en) * | 2017-11-08 | 2018-03-27 | 上海壹账通金融科技有限公司 | Air control report-generating method, device, equipment and computer-readable recording medium |
| CN109242416B (en) * | 2018-08-20 | 2023-10-24 | 广发证券股份有限公司 | Inspection management system |
| CN110991159B (en) * | 2019-12-13 | 2023-06-06 | 重庆首厚智能科技研究院有限公司 | Template manufacturing system |
| CN116522891B (en) * | 2023-06-30 | 2023-09-12 | 中水北方勘测设计研究有限责任公司 | Intelligent generation method and system for long engineering design report |
| CN117057910A (en) * | 2023-10-11 | 2023-11-14 | 北京德塔精要信息技术有限公司 | Visualized credit system management platform and control method thereof |
Family Cites Families (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US7542993B2 (en) * | 2001-05-10 | 2009-06-02 | Equifax, Inc. | Systems and methods for notifying a consumer of changes made to a credit report |
| CN1492355A (en) * | 2002-10-25 | 2004-04-28 | 鸿富锦精密工业（深圳）有限公司 | Automatically forming system and method for patent analysis report |
| JP4391506B2 (en) * | 2006-09-21 | 2009-12-24 | 株式会社エヌ・ティ・ティ・データ | Evaluation apparatus, evaluation method, and evaluation program |
| CN101201815B (en) * | 2006-12-13 | 2012-03-28 | 鸿富锦精密工业（深圳）有限公司 | System and method for generating patent application file |
| CN101211426B (en) * | 2006-12-29 | 2012-07-25 | 深圳富泰宏精密工业有限公司 | Fixture detection report automatic generation system and method |
| CN101122899B (en) * | 2007-09-18 | 2011-01-05 | 杭州华三通信技术有限公司 | Report generation method and device |
| CN101751649A (en) * | 2010-02-09 | 2010-06-23 | 苏州德融嘉信信息技术有限公司 | Credit island service platform and corporate finance service system based on the same |
| CN101976398A (en) * | 2010-11-17 | 2011-02-16 | 苏州德融嘉信信用管理技术有限公司 | Credit rating work system-based rating report manuscript manufacturing method |
-
2010
- 2010-11-17 CN CN2010105473535A patent/CN101976398A/en active Pending
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2011
- 2011-11-16 CN CN201110363423.6A patent/CN102496083B/en not_active Expired - Fee Related
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102496083A (en) * | 2010-11-17 | 2012-06-13 | 苏州德融嘉信信用管理技术有限公司 | Method for making manuscripts of credit rating reports |
| CN113536746A (en) * | 2021-07-26 | 2021-10-22 | 平安资产管理有限责任公司 | Credit rating report generation method and device, computer equipment and storage medium |
Also Published As
| Publication number | Publication date |
|---|---|
| CN102496083B (en) | 2016-04-13 |
| CN102496083A (en) | 2012-06-13 |
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Open date: 20110216 |