CN108492012A - A kind of performance check-up target computational methods and system - Google Patents

A kind of performance check-up target computational methods and system Download PDF

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Publication number
CN108492012A
CN108492012A CN201810193590.2A CN201810193590A CN108492012A CN 108492012 A CN108492012 A CN 108492012A CN 201810193590 A CN201810193590 A CN 201810193590A CN 108492012 A CN108492012 A CN 108492012A
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index
result
parameter
target
rule list
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易娟娟
周艳
农飞
刘裕辉
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Guangzhou Tianwei Information Technology Ltd By Share Ltd
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Guangzhou Tianwei Information Technology Ltd By Share Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0639Performance analysis of employees; Performance analysis of enterprise or organisation operations
    • G06Q10/06393Score-carding, benchmarking or key performance indicator [KPI] analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02Banking, e.g. interest calculation or account maintenance

Abstract

The present invention relates to a kind of performance check-up target computational methods and system, the method includes:Binding target data source;And according to the structure of rule list, load out rule list;Wherein, achievement data source includes three kinds of dimensions:Any one in dimension built in system, analysis dimension, analysis data;In the rule list, field information is defined;Configure the parameter or operation information of first class index and multi -index;According to the data and indication information of internal ledgers, the result of first class index is calculated;It is arrived according to 1(N‑1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates the result of N grades of indexs.User can directly configure either to change on flexible index definition interface and be calculated in configuration or amended index interface again, meet the needs of different user, provide the experience of user.

Description

A kind of performance check-up target computational methods and system
Technical field
The present invention relates to the performance appraisal technical fields of financial IT industries, are calculated more particularly to a kind of performance check-up target Method and system.
Background technology
Performance appraisal system is one of the project that bank focuses the consruction on, currently on the market the index Design of other performance appraisal It is often had the disadvantage that with when calculating:1, user can be facilitated directly to configure or change without flexible index definition interface 's;2, without flexible index computing engines, index computational efficiency is low, and personalization exploitation is more, manages and difficult in maintenance;3, some are Although system has easy configuration interface, often algorithm comparison is fixed, and autgmentability is poor, and flexibility is poor, when bank's demand is continuous When variation, generally require to realize that development amount is big by changing program;4, poor user experience refers to first, can not embody Target hierarchical relationship, entrance is more, and the index of definition is complicated, can not embody the hierarchical relationship between index, second is that function too technology Change, client can not understand and use at all.
Invention content
Of the existing technology facilitate user directly can configure or repair without flexible index definition interface to overcome The deficiency changed, the present invention provides a kind of performance check-up target computational methods and systems.
The technical solution adopted by the present invention to solve the technical problems is:
A kind of performance check-up target computational methods, including:Binding target data source;And it according to the structure of rule list, loads out Rule list;Wherein, achievement data source includes three kinds of dimensions:It is any one in dimension, analysis dimension, analysis data built in system Kind;In the rule list, field information is defined;Configure the parameter or operation information of first class index and multi -index;According to interior The data and indication information of portion's ledgers, calculate the result of first class index;It is arrived according to 1(N-1)The result of calculation of the index of grade With the parameter of N grades of indexs, the result of N grades of indexs is calculated
Preferably, the step of parameter or operation information of configuration first class index and multi -index includes:The number of references of specified index According to source, filter condition and pointer type;Define the attribute of index.
Preferably, pointer type includes any one in multi -index, stock indicators and increment index;The attribute of index Including:Index code name, index classification, calculates frequency, index period, index currency type, index bore and index shape at index name State.
Preferably, according to the data and indication information of internal ledgers, the step of result for calculating first class index, includes;Root According to preset rules, first order calculation index;The wherein described preset rules, which will be sql like language when backstage parses automatically according to standard, to be referred to Standard configuration, which is set, to be converted into the SQL of reference format and summarizes language.
Preferably, it is arrived according to 1(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates N grades The step of result of index includes:According to the calculation formula of multi -index, dynamic resolution is precipitated the dependence between index and index and closes System, generate index executes sequence;Sequence is executed according to index, in conjunction with the parameter information of multi -index, in layer upwards Carry out the result that addition subtraction multiplication and division hybrid operation is aggregated into multi -index.
Preferably, the step of definition field information includes:Field type is defined as calculated field or summarizes field.
A kind of performance check-up target computing system, including:Rule list load-on module, field information definition module, index are matched Set module, first class index computing module and multi -index computing module;The rule list load-on module is used for binding target data Source;And according to the structure of rule list, load out rule list;Wherein, achievement data source includes three kinds of dimensions:Built in system Dimension analyzes dimension, analyzes any one in data;The field information definition module, in the rule list, determining Adopted field information;Index allocation module, the parameter for configuring first class index and multi -index or operation information;The level-one refers to Computing module is marked, for the data and indication information according to internal ledgers, calculates the result of first class index;The multi -index Computing module, for being arrived according to 1(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates N grades and refers to Target result
Preferably, index allocation module is additionally operable to reference data source, filter condition and the pointer type of specified index;Definition refers to Target attribute.
Preferably, pointer type includes any one in multi -index, stock indicators and increment index;The attribute of index Including:Index code name, index classification, calculates frequency, index period, index currency type, index bore and index shape at index name State.
Preferably, the first class index computing module is additionally operable to according to preset rules, first order calculation index;It is wherein described The SQL that index allocation is converted into reference format automatically according to the sql like language of standard when preset rules are backstage parsing summarizes language Speech.
The beneficial effects of the invention are as follows:The performance check-up target computational methods of the present invention pass through binding target data source; And according to the structure of rule list, load out rule list;In the rule list, field information is defined;Configure first class index and more The parameter or operation information of grade index;According to the data and indication information of internal ledgers, the result of first class index is calculated;According to 1 arrives(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculate N grades of indexs as a result, user can be It directly configures either to change on flexible index definition interface and be calculated in configuration or amended index interface again, The needs for meeting different user provide the experience of user.
Description of the drawings
Present invention will be further explained below with reference to the attached drawings and examples.
Fig. 1 is the schematic flow chart of the performance check-up target computational methods of an embodiment.
Fig. 2 is the schematic diagram of the performance check-up target computational methods of an embodiment.
Specific implementation mode
In conjunction with the accompanying drawings, the present invention is further explained in detail.These attached drawings are simplified schematic diagram, only with Illustration illustrates the basic structure of the present invention, therefore it only shows the composition relevant to the invention.
Referring to Fig. 1, a kind of performance check-up target computational methods, including:
S11, binding target data source;And according to the structure of rule list, load out rule list;Wherein, achievement data source is wrapped Containing three kinds of dimensions:Any one in dimension built in system, analysis dimension, analysis data;
S12 defines field information in the rule list;Specifically, step S12 includes:Definition field type is calculated field Or summarize field.
S13 configures the parameter or operation information of first class index and multi -index;Specifically, step S13 includes:It is specified to refer to Target reference data source, filter condition and pointer type;Define the attribute of index.Pointer type includes that multi -index, storage refer to Mark and any one in increment index;The attribute of index includes:Index code name, index name, index classification, calculate frequency, Index period, index currency type, index bore and index state.
S14 calculates the result of first class index according to the data and indication information of internal ledgers;Specifically, step S14 Including;According to preset rules, first order calculation index;The wherein described preset rules are the SQL automatically according to standard when backstage parses The SQL that index allocation is converted into reference format by language summarizes language.
S15 is arrived according to 1(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates N grades of indexs Result specifically, arrived according to 1(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates N grades The step S15 of the result of index includes:According to the calculation formula of multi -index, the dependence between index and index is precipitated in dynamic resolution Relationship, generate index executes sequence;Execute sequence according to index, in conjunction with the parameter information of multi -index, in layer to The upper result for carrying out addition subtraction multiplication and division hybrid operation and being aggregated into multi -index.
Include in the specific steps of the present embodiment, parameter:
One, parameter initializes;Go out the same day index to be calculated according to the calculating frequency screening of index, is put into interim table-meter It calculates in index table.Wherein screening rule includes:
When the calculating frequency of index is to calculate daily, the index calculated daily is put into list to be calculated;
When the calculating frequency of index is to be calculated by the end of month, when by running phase a few days=the end of month, the index that the end of month calculates being put into and waits counting List is calculated, race phase a few days at the non-the end of month does not put such index;
When the calculating frequency of index is to be calculated by end of the season, when by running phase a few days=end of the season, the index that end of the season calculates being put into and waits counting List is calculated, phase a few days non-end of the season is run and does not put such index;
When the calculating frequency of index is to be calculated by year end, when by running phase a few days=year end, the index that year end calculates being put into and waits counting List is calculated, race phase a few days at non-year end does not put such index;
When the calculating frequency of index is to be calculated by ten days end, when by running phase a few days=ten days end, the index that ten days end calculates being put into and waits counting List is calculated, race phase a few days non-ten days end does not put such index, and ten days end refers to January 10, January 20, January 31 etc..
Two, the index fetched from data source is calculated;
It is the index of first class index in screening index classification, is calculated according to each index cycle of vernier, generation specifically takes Number SQL, stores to interim table-index and calculates Data source table, index is for example:First class index or level-one accounting class index;
In interim table-index calculates data source, according to parsing as a result, being traversed again by vernier, an index one Index cycle calculations;
After having traversed all data that interim table-index calculates data source, the result finally calculated is inserted into interim table-row Member(Mechanism)Performance index.
Three, the mark sense parent body that will be calculated(Parent body's data)Summarize;
Since previous step from the index to come is obtained is summarized by detailed data, mechanism only includes the data of managerial setup, But some parent bodys such as head office, branch are no data, are at this moment needed parent body according to the hierarchical relationship of mechanism Data summarization comes out.Each dot data-》It is aggregated into each subbranch-》Each subbranch's data-》It is aggregated into each branch-》Each branch's number According to summarizing head office.
According to the mechanism level in examination object-mechanism level by the index of Lower Establishment successively (same mechanism level Can once summarize) superior mechanism summarizes, and is stored in interim table-mechanism performance index.
Four, manual index is calculated;
Delete interim table-office staff of statistics date(Mechanism)Performance index and interim table-parameter, pass through index code name Association is maintained the index that mode is " craft ";
By performance index-mechanism(Office staff)Manual index and interim table-parameter examine object-indicator-specific statistics bore, examination Object-index currency type, examination object-index period association, it is " craft " to obtain index maintenance mode, counts the finger of date Mark, is stored in interim table-mechanism(Office staff)In performance index.
Five, analytic index formula;
It is " index storehouse ", " specially treated index ", " newly-increased index " according to examination object-index table maintenance mode, " storage refers to The index of mark " is associated with examination object-Index Formula, and each formula index is traversed parsing successively by vernier to be stored in interim Table-Index Formula parsing(Index code name, sub- index code name, belonging positions form formula, form symbol, Index Formula, parsing Formula, special formula, priority scheduling categories, sub- index classification, parsing mark, maintenance mode).
Six, the index configured by formula is calculated;Pointer type is multi -index, increases index, stock indicators newly.
According to the rank of interim table-Index Formula resolution table analytic index, successively from minimum rank cycle calculations to most Big index levels, the one-time calculation of same index levels, by calculative index in each cyclic process from interim table- Index Formula parsing is stored in interim table-Index Formula calculating;
The data for calculating rank during interim table-Index Formula is calculated in current criteria carry out secondary parsing, secondary resolving It is as follows:
Each index one interim table of dynamic creation, the structure of interim table is by current Index Formula structure composition:Index code name, Belonging positions, sub- index code name, when segment identification, currency type, Statistical Criteria(Have when mechanism), examine object code name, variant structural (It is made of several sub- indexs the index parsed and is created that several dynamic fields, field are named as:Position belonging to T+ It sets;
The composition formula of each compositions indicator is parsed by no special index by SP_PASSYS_SCRIPT, is returned SQL carries out secondary splicing to outside, and the final SQL spliced is executed write-in to interim table defined above;
Call the calculation procedure of the special index defined in the examination special index of object-automatically for special index, in this program, The parameter rule of separate procedure must be the statistics date, need the character type index code name counted(Multiple index code names are connected with ', ' It connects), the type of statistics(0:Whole 1:Mechanism 2:Office staff)And output parameter(Running state of programs:0 or 1(It is normal or wrong Accidentally)), i.e.,:3 input parameters, 1 output parameter;
The currency type that the data filtering current criteria of interim table is needed again, the period, Statistical Criteria inserts result into interim table- Office staff(Mechanism)Performance index;
According to the rank of previous step analytic index, successively from minimum rank cycle calculations to maximum index levels(It is same The one-time calculation of index levels), calculative index in each cyclic process is stored in list to be calculated;
Formula Parsing is stored at the mode of the positions T+ according to each formula;
The composition formula of each compositions indicator is parsed by no special index by SP_PASSYS_SCRIPT, is returned SQL carries out secondary splicing to outside, and the final SQL spliced is executed write-in to interim table defined above;
Call the calculation procedure of the special index defined in the examination special index of object-automatically for special index, in this program, The parameter rule of separate procedure must be the statistics date, need the character type index code name counted(Multiple index code names are connected with ', ' It connects), the type of statistics(0:Whole 1:Mechanism 2:Office staff)And output parameter(Running state of programs:0 or 1(It is normal or wrong Accidentally)), i.e.,:3 input parameters, 1 output parameter;
The currency type that the data filtering current criteria of interim table is needed again, the period, Statistical Criteria inserts result into interim table- Office staff(Mechanism)Performance index;
The interim table data summarization of performance index;
Delete data:Delete the performance index-office staff _ YYYY statistics date=inputs for being present in interim table-parameter table index Statistics the date data
Data are written:Interim table-office staff's performance index is associated with interim table-parameter, the same day is inserted into and has calculated Index be put into performance index-office staff _ YYYY object tables.
Mechanism performance index is similar with office staff's performance index processing logic, increases the grouping condition of Statistical Criteria, crucial industry Achievement achievement data summarizes;Data convert:
Judge to count whether the date is the beginning of the month, performance index-critical sales-mechanism is then deleted if the beginning of the month(Office staff)Table time dimension Degree=1 (running number date) and performance index-critical sales-mechanism(Office staff)The middle statistics date is equal to the data at the beginning of the month;
Judge to count whether the date is the end of month, performance index-critical sales-mechanism is then deleted if the end of month(Office staff)Table time dimension Degree=1 (running number date) and performance index-critical sales-mechanism(Office staff)The middle statistics date is equal to the data at the end of month;
If it is the non-beginning of the month and the non-the end of month to count the date, performance index-critical sales-mechanism is deleted(Office staff)Table time dimension=1 The data of (running number date);
Data are written:By interim table-performance index-mechanism(Office staff)Table, which counts date and is present in interim table-calculating, to be referred to The data of the index of mark table expansion type=0 are written to performance index-critical sales-mechanism(Office staff)In table, and time dimension is with 1 (running number date) indicates.
Judge to count whether the date is the beginning of the month or the end of month, then performance index-mechanism _ YYYY tables are united if the beginning of the month or the end of month Meter date and be present in the data of the index of interim table-parameter table expansion type=0 and be written to performance index-key Achievement-mechanism(Office staff)In table, and when the beginning of the month time dimension with 3(The beginning of the month), time dimension is with 2 when the end of month(The end of month)It indicates.
The performance check-up target computational methods of this programme pass through binding target data source;And according to the structure of rule list, Load out rule list;In the rule list, field information is defined;Configure the parameter or operation letter of first class index and multi -index Breath;According to the data and indication information of internal ledgers, the result of first class index is calculated;It is arrived according to 1(N-1)The index of grade The parameter of result of calculation and N grades of indexs, calculate N grades of indexs as a result, user can be at flexible index definition interface Either modification is calculated in configuration or amended index interface again for upper directly configuration, meets the needs of different user, The experience of user is provided.In addition, the calculation procedure of the index of the performance check-up target computational methods is enclosed inside, use Unified computation rule avoids different people from doing the computational efficiency that differentia influence index occurs in different indexs, and encapsulate Calculated field is abundant, can meet extended counter with 99% or more;To index flexible customization and algorithm it is flexible, can be formulated Editor, realize the addition subtraction multiplication and division between any index, can be rapid after basis of formation index, such as newly-increased client's accounting index Customization comes out, and autgmentability is very good, supports User Defined index;The rule of index can combine multiple conditions, no matter press product, Bar line etc. can be realized easily.
Referring to Fig. 2, a kind of performance check-up target computing system, including:Rule list load-on module 11, field information define mould Block 12, index allocation module 13, first class index computing module 14 and multi -index computing module 15;The rule list load-on module 11, it is used for binding target data source;And according to the structure of rule list, load out rule list;Wherein, achievement data source is wrapped Containing three kinds of dimensions:Any one in dimension built in system, analysis dimension, analysis data;The field information definition module 12, For in the rule list, defining field information;Index allocation module 13, the ginseng for configuring first class index and multi -index Number or operation information;The first class index computing module 14 calculates one for the data and indication information according to internal ledgers The result of grade index;The multi -index computing module 15, for being arrived according to 1(N-1)The result of calculation and N of the index of grade The parameter of grade index, calculates the result of N grades of indexs
In the present embodiment, index allocation module 13 is additionally operable to reference data source, filter condition and the pointer type of specified index; Define the attribute of index.
In the present embodiment, pointer type includes any one in multi -index, stock indicators and increment index;Index Attribute includes:Index code name, index classification, calculates frequency, index period, index currency type, index bore and index at index name State.
In the present embodiment, the first class index computing module 14 is additionally operable to according to preset rules, first order calculation index;Its Described in preset rules be that index allocation is converted into when backstage parses automatically according to the sql like language of standard the SQL of reference format Summarize language.The multi -index computing module 15 is additionally operable to the calculation formula according to multi -index, dynamic resolution be precipitated index with Dependence between index, generate index executes sequence;Sequence is executed according to index, is believed in conjunction with the parameter of multi -index Breath carries out the result that addition subtraction multiplication and division hybrid operation is aggregated into multi -index upwards in layer.The field information definition module 12, it is additionally operable to define field type as calculated field or summarizes field.
The performance check-up target computing system of this programme passes through rule list load-on module 11, binding target data source;And According to the structure of rule list, rule list is loaded out;Field information definition module 12 defines field information in the rule list; Index allocation module 13 configures the parameter or operation information of first class index and multi -index;14 basis of first class index computing module The data and indication information of internal ledgers, calculate the result of first class index;Multi -index computing module 15 is arrived according to 1(N- 1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculate N grades of indexs as a result, user can be flexible It directly configures either to change on index definition interface and be calculated in configuration or amended index interface again, met not With the needs of user, the experience of user is provided.
It is enlightenment with above-mentioned desirable embodiment according to the present invention, through the above description, relevant staff is complete Various changes and amendments can be carried out without departing from the scope of the technological thought of the present invention' entirely.The technology of this invention Property range is not limited to the contents of the specification, it is necessary to determine its technical scope according to right.

Claims (10)

1. a kind of performance check-up target computational methods, which is characterized in that including:
Binding target data source;And according to the structure of rule list, load out rule list;Wherein, achievement data source includes three Kind dimension:Any one in dimension built in system, analysis dimension, analysis data;
In the rule list, field information is defined;
Configure first class index and the parameter or operation information of multi -index and the parameter or operation information of multi -index;
According to the data and indication information of internal ledgers, the result of first class index is calculated;
It is arrived according to 1(N-1)The parameter of the result of calculation and N grades of indexs of the index of grade, calculates the result of N grades of indexs.
2. performance check-up target computational methods according to claim 1, which is characterized in that configuration first class index and multistage refer to The step of target parameter or operation information includes:
Reference data source, filter condition and the pointer type of specified index;
Define the attribute of index.
3. performance check-up target computational methods according to claim 2, which is characterized in that pointer type refers to including multistage Any one in mark, stock indicators and increment index;
The attribute of index includes:Index code name, index classification, calculates frequency, index period, index currency type, index at index name Bore and index state.
4. performance check-up target computational methods according to claim 1, which is characterized in that according to the data of internal ledgers and The step of indication information, the result for calculating first class index includes;
According to preset rules, first order calculation index;The wherein described preset rules are the SQL languages automatically according to standard when backstage parses The SQL that index allocation is converted into reference format by speech summarizes language.
5. performance check-up target computational methods according to claim 1, which is characterized in that arrived according to 1(N-1)The finger of grade The step of parameter of target result of calculation and N grades of indexs, the result for calculating N grades of indexs includes:
According to the calculation formula of multi -index, dynamic resolution is precipitated the dependence between index and index, generates the execution of index Sequentially;
Sequence is executed according to index, in conjunction with the parameter information of multi -index, carries out addition subtraction multiplication and division mixing fortune upwards in layer Calculate the result for being aggregated into multi -index.
6. performance check-up target computational methods according to claim 1, which is characterized in that the step of defining field information is wrapped It includes:
Field type is defined as calculated field or summarizes field.
7. a kind of performance check-up target computing system, which is characterized in that including:Rule list load-on module, field information define mould Block, index allocation module, first class index computing module and multi -index computing module;
The rule list load-on module is used for binding target data source;And according to the structure of rule list, load out rule list; Wherein, achievement data source includes three kinds of dimensions:Any one in dimension built in system, analysis dimension, analysis data;
The field information definition module, in the rule list, defining field information;
Index allocation module, the parameter of parameter or operation information and multi -index for configuring first class index and multi -index or Operation information;
The first class index computing module calculates the knot of first class index for the data and indication information according to internal ledgers Fruit;
The multi -index computing module, for being arrived according to 1(N-1)The ginseng of the result of calculation and N grades of indexs of the index of grade Number, calculates the result of N grades of indexs.
8. performance check-up target computing system according to claim 7, which is characterized in that index allocation module is additionally operable to Reference data source, filter condition and the pointer type of specified index;
Define the attribute of index.
9. performance check-up target computing system according to claim 8, which is characterized in that pointer type refers to including multistage Any one in mark, stock indicators and increment index;
The attribute of index includes:Index code name, index classification, calculates frequency, index period, index currency type, index at index name Bore and index state.
10. performance check-up target computing system according to claim 7, which is characterized in that the first class index calculates mould Block is additionally operable to according to preset rules, first order calculation index;The wherein described preset rules are when backstage parses automatically according to standard The SQL that index allocation is converted into reference format by sql like language summarizes language.
CN201810193590.2A 2018-03-09 2018-03-09 A kind of performance check-up target computational methods and system Pending CN108492012A (en)

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