CN104317806B - Financial data inquiry method and financial data system - Google Patents
Financial data inquiry method and financial data system Download PDFInfo
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- CN104317806B CN104317806B CN201410492252.0A CN201410492252A CN104317806B CN 104317806 B CN104317806 B CN 104317806B CN 201410492252 A CN201410492252 A CN 201410492252A CN 104317806 B CN104317806 B CN 104317806B
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/248—Presentation of query results
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/242—Query formulation
- G06F16/2425—Iterative querying; Query formulation based on the results of a preceding query
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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
- G06Q40/12—Accounting
- G06Q40/125—Finance or payroll
Abstract
The invention provides a financial data inquiry method and a financial data system, wherein the method comprises the following steps that: a financial data platform obtains an inquiry request sent by an inquiry terminal; a corresponding pushing template is obtained, wherein the pushing template comprises at least one pre-configured concerning focus and a group of corresponding expression languages; an inquiry template corresponding to the pushing template is obtained; an operation result is obtained through the inquiry template; result data is obtained from the operation result according to the concerning focus; the expression language corresponding to the result data is selected; and an inquiry result including the result data and the corresponding expression language is returned to the inquiry terminal. According to the financial data inquiry method provided by the invention, through configuring the mutually associated pushing template and inquiry template, the inquiry template is used for performing inquiry and calculation on professional financial data; then, the result data which users are interested in is screened out by using the concerning focus set by the pushing template, and is interpreted by the expression language; and professional difficult-to-understand financial information can be converted into natural easy-to-understand descriptions.
Description
Technical field
The present invention relates to information-based finance technical field, and in particular to a kind of financial data querying method and financial data system
System.
Background technology
Financial language is a kind of general business jargon that global enterprise is used in conjunction with, because its is strongly professional, statement multiple
It is miscellaneous so that the operator of the other staff in addition to financial professional person, such as enterprise, manager are difficult to understand.
In current financial information system, inquire about the result that obtains of financial data typically by such as accounting item and
The forms such as account table are presented, and are entered with technical term, beginning, current period, the end of term, remaining sum, amount, debit, credit side etc.
Row statement.Such result is difficult to intuitively provide effective information to non-financial professional person.
The content of the invention
A kind of financial data querying method is provided according to an aspect of of the present present invention, is comprised the steps：Financial data platform
The inquiry request that inquiry terminal sends is obtained, inquiry request carries ID and demand mark；Obtain corresponding with demand mark
Push template, push template and there is at least one focus that is pre-configured with and corresponding one group of expression language, concern is burnt
At least one dimension of the point selected from financial data information；Query template corresponding with template is pushed is obtained, query template has pre-
The first computing formula for first configuring, the data operation rule recorded according to the first computing formula, pair wealth corresponding with ID
Business data carry out computing, obtain operation result；Obtain corresponding with selected dimension from operation result according to focus
Result data；According to the display rule related to result data being pre-configured with, expression language corresponding with result data is selected；To
Inquiry terminal returns Query Result, and Query Result includes result data and corresponding expression language, and Query Result is used in inquiry
Shown in terminal.
A kind of financial data for performing above-mentioned financial data querying method is also provided according to another aspect of the present invention
System.
According to the financial data querying method of the present invention, by configuring be mutually related push template and query template, make
With query template the financial data of specialty is inquired about and calculated, the focus for reusing push template-setup is filtered out use
Family result data interested is simultaneously explained with expressing language to the result data, can be by specialty financial information conversion hard to understand
For naturally understandable description so that non-financial accounting speciality personnel no longer can be limited to by itself financial level professional technology, in time and
Intuitively obtain financial relevant information interested.
Below in conjunction with accompanying drawing, to being described in detail according to the specific example of the present invention.
Description of the drawings
Fig. 1 is the schematic flow sheet of the financial data querying method of embodiment 1；
Fig. 2 is the schematic flow sheet of the financial data querying method of embodiment 2；
Fig. 3 is the structural representation of the financial information system of embodiment 3.
Specific embodiment
Embodiment 1
Fig. 1 is can refer to according to a kind of embodiment of the financial data querying method of the present invention, is comprised the steps：
101. financial data platforms obtain the inquiry request that inquiry terminal sends.
Alleged financial data platform is to provide the data system of Financial Information System function, by financial staff to data therein
Be acquired, typing.
Alleged inquiry terminal is the smart machine of the client-side program for being provided with appropriate.For example, smart mobile phone, computer etc..
Inquiry terminal can be communicated by wired or wireless communication mode with financial data platform.Alleged appropriate client journey
Sequence both can be general signal procedure, such as wechat etc., and financial data platform is considered as into the communication object of public's formula（Example
Such as wechat public number）The client-side program with financial data Platform communication is communicated, or is exclusively used in, concrete communication is real
Existing mode does not constitute limitation of the invention.
Alleged inquiry request carries ID and demand mark.Wherein ID is to refer to be put down in financial data
The mark of the financial data for belonging to the user is determined on platform.In other words, financial data platform can be the net of multiple users share
Network platform, terminal use can be by determining using username and password registered in advance etc. the body of itself when platform is logined
Part.Of course, it is possible to by way of binding terminal or communications account so that the identity of user, can after being verified first
Within a certain period of time again with financial data Platform communication when obtain automatically confirming that for financial data platform, now ID can
To be represented by terminal iidentification or communications account.
Demand is identified and corresponded with the push template being pre-configured with, demand mark（Or correspond with demand mark
Description language, do not repartition below）List display on the interface of inquiry terminal, user is by selecting demand mark interested
Know to send corresponding inquiry request.Shown demand mark can be from inquiry（Such as manager）Angle, using non-
The natural language of financial technical term is described, and for example " company makes money", " company is now with how much" etc..
Because demand mark is corresponding with push template, demand mark can be configured when configuration pushes template, when user is led to
When crossing inquiry terminal and logining financial data platform, the demand identification list for having configured is pushed and including at the interface of inquiry terminal
On.
In other embodiments, to give user more flexible control device, inquiry request also portability has user
The screening conditions of input, these screening conditions may act on follow-up financial data and inquire about and calculating process.In inquiry request
The screening conditions of carrying can be easy to by non-financial professional person understand rule and content, in order to user can intuitively and
It is properly entered desired screening conditions.For example, it may be time marking or entity identification.Alleged time marking is used to determine
The time interval of the financial data of participation computing is needed, for example, user can select on June 1,1 day to 2014 January in 2014
As the data interval of inquiry.Alleged entity identification is used to determine from the financial data of the corresponding multiple entities of the ID
The financial data of the entity of participation computing is needed, in other words, an ID can correspond to multiple entity identifications.Such as one
Group company can use an ID, and each branch company of its subordinate or subsidiary etc. can use different entity marks
Know, user can neatly select one or more entities as the object of data query by selecting entity identification.
102. obtain push template corresponding with demand mark.
The alleged template that pushes has at least one focus and corresponding one group of expression language being pre-configured with.Financial people
Member can carry out pushing the configuration of template by understanding the demand of terminal use, and the process being pre-configured with can pass through original
Carry out for the client of the data on financial staff's operation financial data platform, it is also possible to by the special client for increasing newly
To carry out, concrete communication and executive mode do not constitute limitation of the invention.
At least one dimension of the alleged focus selected from financial data information.In general, the financial data tool of specialty
There are multiple description dimensions, such as describing " beginning, current period, the end of term " etc. in cycle, for describing " remaining sum, the generation of number
Volume " etc., and for describing " debit, the credit side " etc. in direction.By selecting dimension interested, Neng Gouyou for user's request
Complicated financial data statement is converted to content easy to understand by effect ground.For example, for " company makes money" this inquiry tells
Ask, it is " current period remaining sum " that can select focus.
Alleged expression language is then one group of natural language description corresponding with selected focus, is pushed in template in advance
The display rule of correlation is configured with, after corresponding result data is obtained according to focus, you can will tie according to display rule
Fruit data are converted to corresponding expression language.For example, for " company makes money" this inquiry demand, can configure such expression
Rule：If after inquiry（Detailed process will be described in detail in next step）" current period remaining sum " the corresponding result data for obtaining is " to borrow
During side ", corresponding expression language is configurable to " unfortunately, thanks to ", if corresponding result data is " credit side ", corresponding table
It is configurable to " congratulating you, earn " up to language.
In other embodiments, it is Query Result preferably can be presented to user according to the ability of different terminals, can
With the further carried terminal type identification in inquiry request, then can include in display rule corresponding with terminal type identification
Rule, for being selected to be suitable to the form for expressing language that different terminals show according to different terminal type.For example, for having
Terminal of powerful display capabilities and bandwidth communication capabilities, such as desktop computer etc., display rule is configurable to be presented more rich
The even detailed financial report of the detailed description of rich details, and and mobility stronger terminal limited for interface dimensions, example
Such as smart mobile phone, display rule is configurable to that concisely and intuitively phrase formula result is presented.
In other embodiments, it is to obtain more rich or comprehensive Query Result, pushes template and can have and be pre-configured with
Two or more focus, each focus has corresponding one group of expression language, subsequently can be according to each focus point
Do not obtain corresponding result data and expression language.
103. obtain query template corresponding with template is pushed, and obtain operation result.
Alleged query template has the first computing formula being pre-configured with, according to the data operation that the first computing formula is recorded
Rule, pair financial data corresponding with ID carries out computing, obtains operation result.
Query template is to push the tie between template and professional financial data, can be configured by financial staff, will
The demand of inquiry user is converted to the operational rule to professional financial data by computing formula, and its configuration approach can be with push
Template is similar to, and repeats no more.
In other embodiments, more accurately the demand of inquiry user is converted to finance for ease of financial staff
The operational rule of data, query template can also further have the screening conditions being pre-configured with（For the sake of only identifying, can be described as
" the first screening conditions "）.First screening conditions can be the rule classified to financial data based on financial Professional knowledge
And content.For example, for " company makes money" this inquiry demand, screening conditions can be configured to such logical expression
Formula：" ' account classification ' is equal to ' profit and loss class ' and ' category phase type ' is equal to ' monthly ' ".Counted to participating in first by screening conditions
The financial data for calculating the computing of formula is screened so that inquiry demand can be expressed more accurately, for example, for " public
Department makes money" this inquiry demand, the first computing formula be configurable to screen after all directions data it is total.Certainly,
The screening conditions of user input are also carried in inquiry request（For the sake of only identifying, can be described as " the second screening conditions "）Feelings
Under shape, two kinds of screening conditions can be used to when data screening is carried out.
104. obtain result data according to focus.
Query template obtain operation result be often multidimensional, for example, it may be possible to include " beginning balance ", " more than the current period
Volume ", " ending balance ", " initial amount ", " current period amount ", " end of term amount ", " initial quantity remaining sum ", " this issue
Amount remaining sum ", " end of term quantity remaining sum ", " initial quantity amount ", " current period quantity amount ", " end of term quantity amount ", " phase
First foreign currency remaining sum ", " current period foreign currency remaining sum ", " end of term foreign currency remaining sum ", " initial foreign currency amount ", " current period foreign currency amount ",
" end of term foreign currency amount " etc..Alleged foreign currency refers to the xenocurrency relative with the national standard coin adjusted, for example, if one's own department or unit
Coin is RMB, and foreign currency can be dollar, Hongkong dollar, sterling etc..
Result data corresponding with selected dimension, i.e. inquiry can be obtained from operation result according to focus
Data interested.If there is multiple focus respectively to select corresponding result data.
105. select expression language corresponding with result data.
As it was previously stated, pushing template has the display rule related to result data being pre-configured with, according to display rule
Can select expression language corresponding with result data.
106. to inquiry terminal returns Query Result.
Alleged Query Result includes the above results data and corresponding expression language, for being shown in inquiry terminal
Show.Display interface in inquiry terminal can be configured corresponding to used client-side program, different types of inquiry terminal
Configurable different display interface form.In the case of having multiple focus, Query Result can be included according to each concern
Result data and corresponding expression language that focus is obtained respectively, can be shown respectively on the display interface of inquiry terminal
Show.
Embodiment 2
Fig. 2 is can refer to according to the another embodiment of the financial data querying method of the present invention, is comprised the steps：
201. financial data platforms obtain the inquiry request that inquiry terminal sends.
This step is similar with the description in embodiment 1, repeats no more.
202. obtain push template corresponding with demand mark.
Push template in the present embodiment differs primarily in that push template is plural to having with embodiment 1
Query template, alleged display rule also includes the second computing formula for being pre-configured with, set expression language be with via second
The corresponding expression language of final result data that computing formula is obtained.
In other embodiments, the result data for participating in the computing of the second computing formula can be from same inquiry
Template, in this case, pushes template and has the two or more focus being pre-configured with, and can be divided according to each focus
Result data is not obtained.
In general, the result data being directly obtained by focus usually has the number of results of absolute figure
According to, such as total value, aggregate-value etc., and the second computing formula by configuring on template is pushed, to inquiring about from two or more
Template（Or two or more focus）Result data carry out computing, be obtained in that the result data with relative value, example
Such as, ratio value, percentage ratio etc. so that inquiry is obtained in that the more Query Result with broad perspectives, further will contribute to
Financial information is intuitively changed.
203. obtain each query template corresponding with template is pushed, and operation result is obtained respectively.
It is similar with the description in embodiment 1 for each query template, this step, repeat no more.
204. obtain result data according to focus from the operation result of each query template.
Or, in other embodiments, according to different focus, obtain respectively from the operation result of query template
Take result data.
The 205. data operation rules recorded according to the second computing formula carry out computing to result data and obtain final result
Data.
206. select expression language corresponding with final result data.
207. to inquiry terminal returns Query Result.
Comprising final result data and corresponding expression language in the Query Result for being returned.It is of course also possible to further
Comprising each result data directly selected out by focus, in order to inquire about user more fully information is obtained.
It will appreciated by the skilled person that all or part of step of various methods can lead in above-described embodiment
Cross program to instruct related hardware to complete, the program can be stored in a computer-readable recording medium, storage medium can be with
Including：Read only memory, random access memory, disk or CD etc..
Embodiment 3
Fig. 3 is can refer to according to a kind of embodiment of the financial information system of the present invention, the financial information system includes logical
Letter module 301, modular converter 302 and enquiry module 303, can be used to perform aforementioned financial data querying method.Wherein：
Communication module 301, for obtaining the inquiry request that inquiry terminal sends, inquiry request carries ID and demand
Mark；Query Result is returned to inquiry terminal, result data and corresponding table that Query Result is obtained comprising modular converter 302
Up to language, Query Result is used to be shown in inquiry terminal；
Modular converter 302, for obtaining corresponding with demand mark push template, push template be pre-configured with to
A few focus and corresponding one group of expression language, focus is selected from least one dimension of financial data information, root
According to obtaining result data corresponding with selected dimension in the operation result that focus is obtained from enquiry module 303, according to
The display rule related to result data being pre-configured with, selects expression language corresponding with result data；
Enquiry module 303, for obtaining query template corresponding with template is pushed, query template has for being pre-configured with
One computing formula, the data operation rule recorded according to the first computing formula, pair financial data corresponding with ID is carried out
Computing, obtains operation result.
Preferably, enquiry module is additionally operable to, according to financial data of the screening conditions to the computing of the first computing formula of participation
Screened, screening conditions are included in the first screening conditions being pre-configured with query template, and/or, take in inquiry request
The second screening conditions for carrying.
Preferably, modular converter is additionally operable to, and knot is being obtained from the operation result of each query template according to focus
After fruit data, the data operation recorded according to the second computing formula being pre-configured with included by display rule is regular to result
Data carry out computing and obtain final result data, and selected expression language is expression language corresponding with final result data；Communication
Module is additionally operable to, and when Query Result is returned to inquiry terminal, also returns final result data.
Use above specific case is set forth to the principle and embodiment of the present invention, it should be appreciated that implement above
Mode is only intended to help and understands the present invention, and should not be construed as limiting the invention.For the general technology people of this area
Member, according to the thought of the present invention, can be changed to above-mentioned specific embodiment.
Claims (11)
1. a kind of financial data querying method, it is characterised in that include,
Financial data platform obtains the inquiry request that inquiry terminal sends, and the inquiry request carries ID and demand mark
Know；
Push template corresponding with demand mark is obtained, the push template has at least one concern being pre-configured with burnt
Point and corresponding one group of expression language, at least one dimension of the focus selected from financial data information；
Query template corresponding with the push template is obtained, the query template has the first computing formula being pre-configured with,
The data operation rule recorded according to the first computing formula, pair financial data corresponding with the ID carries out computing, obtains
Obtain operation result；
Result data corresponding with selected dimension is obtained from the operation result according to the focus；
According to the display rule related to result data being pre-configured with, expression language corresponding with the result data is selected；
Query Result is returned to inquiry terminal, the Query Result includes the result data and the corresponding expression language,
The Query Result is used to be shown in inquiry terminal.
2. the method for claim 1, it is characterised in that the query template also has the first screening bar being pre-configured with
Part, the first screening conditions are used for the financial data of the computing to participating in the first computing formula and screen.
3. the method for claim 1, it is characterised in that the inquiry request also carries the second screening conditions, the second sieve
Condition is selected for screening to the financial data of the computing of the first computing formula of participation, or,
The query template also has the first screening conditions being pre-configured with, and the inquiry request also carries the second screening bar
Part, the first screening conditions and the second screening conditions are used for the financial data of the computing to participating in the first computing formula and screen.
4. method as claimed in claim 3, it is characterised in that second screening conditions include time marking and/or entity
Mark, the time marking be used for determine need participate in computing financial data time interval, the entity identification be used for from
The financial data of the entity for needing to participate in computing is determined in the financial data of the corresponding multiple entities of the ID.
5. the method for claim 1, it is characterised in that the inquiry request also carried terminal type identification, the table
Also include the rule corresponding with the terminal type identification up to rule, for selecting to be suitable to difference according to different terminal types
The form of the expression language that terminal shows.
6. the method as described in claim 1 to 5 any one, it is characterised in that the push template is to there is two or more
Query template, the display rule also includes the second computing formula for being pre-configured with；
After result data is obtained from the operation result of each query template according to focus, according to the second computing formula
The data operation rule of record carries out computing to result data and obtains final result data, and selected expression language is and most terminates
The corresponding expression language of fruit data；
When Query Result is returned to inquiry terminal, the final result data are also returned.
7. the method as described in claim 1 to 5 any one, it is characterised in that the push template has what is be pre-configured with
Two or more focus, each focus has corresponding one group of expression language；The Query Result is included according to each pass
Result data and corresponding expression language that note focus is obtained respectively.
8. the method as described in claim 1 to 5 any one, it is characterised in that the push template has what is be pre-configured with
Two or more focus, the display rule also includes the second computing formula being pre-configured with；
After result data is obtained respectively according to each focus, the data operation rule recorded according to the second computing formula
Computing is carried out to result data and obtains final result data, selected expression language is expression corresponding with final result data
Language；
When Query Result is returned to inquiry terminal, the final result data are also returned.
9. a kind of financial information system, it is characterised in that include：
Communication module, for obtaining the inquiry request that inquiry terminal sends, the inquiry request carries ID and demand mark
Know；Query Result is returned to inquiry terminal, result data and corresponding table that the Query Result is obtained comprising modular converter
Up to language, the Query Result is used to be shown in inquiry terminal；
Modular converter, for obtaining push template corresponding with demand mark, the push template has what is be pre-configured with
At least one focus and corresponding one group of expression language, at least one dimension of the focus selected from financial data information
Degree, according to obtaining number of results corresponding with selected dimension in the operation result that the focus is obtained from enquiry module
According to according to the display rule related to result data being pre-configured with, selection expression language corresponding with the result data；
Enquiry module, for obtaining query template corresponding with the push template, the query template has what is be pre-configured with
First computing formula, the data operation rule recorded according to the first computing formula, pair financial number corresponding with the ID
According to computing is carried out, operation result is obtained.
10. system as claimed in claim 9, it is characterised in that
The enquiry module is additionally operable to, and the financial data for participating in the computing of the first computing formula is sieved according to screening conditions
Choosing, the screening conditions are included in the first screening conditions being pre-configured with the query template, and/or, please in the inquiry
The second screening conditions carried in asking.
11. systems as claimed in claim 9, it is characterised in that
The modular converter is additionally operable to, according to focus result data is obtained from the operation result of each query template with
Afterwards, according to the data operation rule of the second computing formula record being pre-configured with included by the display rule to result data
Carry out computing and obtain final result data, selected expression language is expression language corresponding with final result data；
The communication module is additionally operable to, and when Query Result is returned to inquiry terminal, also returns the final result data.
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| ERP嵌入OLAP技术的财务数据查询方法探讨;彭焕文;《中国管理信息化》;20080831;第11卷(第16期);第37-40页 * |
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| CN104317806A (en) | 2015-01-28 |
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