CN109558101B - Financial information dynamic display method and device, storage medium and server - Google Patents
Financial information dynamic display method and device, storage medium and server Download PDFInfo
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- CN109558101B CN109558101B CN201811204434.8A CN201811204434A CN109558101B CN 109558101 B CN109558101 B CN 109558101B CN 201811204434 A CN201811204434 A CN 201811204434A CN 109558101 B CN109558101 B CN 109558101B
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F3/00—Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
- G06F3/14—Digital output to display device ; Cooperation and interconnection of the display device with other functional units
- G06F3/1407—General aspects irrespective of display type, e.g. determination of decimal point position, display with fixed or driving decimal point, suppression of non-significant zeros
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- 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 relates to the technical field of data processing and risk management and control, in particular to a method and a device for dynamically displaying financial information, a storage medium and a server, wherein the method comprises the steps of responding to a current node information acquisition instruction of a business project, and acquiring current financial node information corresponding to the business project from a business system according to a preset data interface; generating a current node identifier of the business project according to the current financial node information; and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface. The bulletin board system is connected with each business system in a butt joint mode, corresponding financial information node circulation information can be conveniently obtained from the bulletin board system, the node circulation information is briefly displayed on a display interface, a user can quickly determine that corresponding business is in a financial circulation state, meanwhile, accurate collection and payment profit prediction can be conducted on the financial state based on the financial node information, and timely risk management and control can be conveniently conducted on collection and payment based on prediction results.
Description
Technical Field
The invention relates to the technical field of data processing and risk management and control, in particular to a method and a device for dynamically displaying financial information, a storage medium and a server.
Background
All will pass through a plurality of nodes in current enterprise each item financial expense and the accommodation process, and every node all takes place in different systems, in order to accomplish better management and control to the expense with accomodating, need the artifical node that goes to inquire current financial affairs in getting into different systems. For example, after the contract is signed, the income is totally and manually clicked to carry out the contract flow to open the ticket and enter the account in the contract management system; the expenditure contract is manually clicked to carry out budget reimbursement, then a certificate is generated in the financial accounting system, and as can be known from the foregoing, each expense needs to be circulated to a plurality of systems in the period, when the income and expense need to be managed and controlled, related system query needs to be entered, and the current income and expense are counted so as to facilitate the management and control of the income and expense expenses, however, the foregoing are manual operations, and manual entry into each system is needed for query, so that the income and expense expenses cannot be managed and controlled timely, and the operation process is frequent and inefficient.
Disclosure of Invention
In order to overcome the technical problems, particularly the problem that income and expenditure expenses cannot be timely managed and controlled due to the fact that financial conditions are inquired manually by entering different systems, the following technical scheme is specially provided:
the embodiment of the invention provides a financial information dynamic display method, which comprises the following steps:
responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface;
generating a current node identifier of the business project according to the current financial node information;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface.
Optionally, the generating a current node identifier of the business item information according to the current financial node information includes:
extracting key information in the current financial node information;
and generating the current node identification of the service project information according to the key information.
Optionally, the obtaining current financial node information of the service project information from the service system includes:
and counting the current paid amount and/or the current income amount corresponding to the business project.
Optionally, the displaying, on the display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier includes:
associating the current node identification with the amount paid out and/or the amount received in;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface, and displaying the historical expenditure sum and/or income sum of the service item information corresponding to the service item as the current expenditure sum and/or income sum.
Optionally, after the displaying, on the display interface, the historical node identifier corresponding to the service item information is displayed as the current node identifier, the method includes:
counting the total amount paid out and/or total amount received of the current business item;
displaying the total amount paid out and/or the total amount earmarked in the display interface.
Optionally, after the step of counting the total amount paid out and/or the total amount received in the current service item, the method includes:
counting the total paid out amount and/or total received amount of the current service item within a preset time period;
acquiring a profit prediction model, and predicting the profit of the time period of the preset time period according to the profit prediction model and the total paid-out amount and/or the total received amount of the current business item in the preset time period;
and displaying the time information corresponding to the time period and the profit on the display interface in an association relationship.
Optionally, the displaying, on the display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier includes:
determining interval time information for transferring the current node flow to the next node according to a preset node flow period;
predicting the time information of the next node according to the interval time information;
associating the time information with the current node identification;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification and displaying the time information in an associated manner on a display interface.
The embodiment of the invention also provides a financial information dynamic display device, which comprises:
the current node information acquisition module is used for responding to a current node information acquisition instruction of a business project and acquiring current financial node information corresponding to the business project from a business system;
a current node identifier generating module, configured to generate a current node identifier of the business project according to the current financial node information;
and the display module is used for displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface.
Optionally, in the current node identifier generating module, the method includes:
the key information extraction unit is used for extracting key information in the current financial node information;
and the current node identifier generating unit is used for generating the current node identifier of the service project information according to the key information.
An embodiment of the present invention further provides a server, including:
one or more processors;
a memory;
one or more applications, wherein the one or more applications are stored in the memory and configured to be executed by the one or more processors, the one or more applications configured to perform the steps of the dynamic display method of financial information according to any aspect.
Compared with the prior art, the invention has the following beneficial effects:
1. the financial information dynamic display method provided by the embodiment of the application comprises the following steps: responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface; generating a current node identifier of the business project according to the current financial node information; and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface. In the application, the billboard system is in butt joint with each business system, so that corresponding financial information node circulation information can be conveniently obtained from the billboard system, and the node circulation information is briefly displayed on a display interface, so that a user can quickly determine the financial circulation condition of corresponding business, so that preparation can be made in advance for follow-up work based on the node information, more accurate collection and payment profit prediction can be made for the financial condition based on the financial node information, and then timely management and control can be conveniently made for collection and payment based on the prediction result, so that collection and payment can not exceed budget, and a balanced state is achieved
2. The financial information dynamic display method provided by the embodiment of the application, the associating the transaction information with the transaction ticket, comprises: displaying the historical node identifier corresponding to the service item information as the current node identifier on the display interface, including: counting the total amount paid out and/or total amount received of the current business item; displaying the total amount paid out and/or the total amount earned in the display interface. In order to better predict the financial condition, the financial balance is managed and controlled, the total paid amount and/or the total received amount of all business items are counted, the total paid amount and/or the total received amount are displayed, so that a user can know the current total paid amount and/or the total received amount by directly watching a billboard, further, the later-stage balance amount can be reasonably and objectively predicted based on the total paid amount and/or the total received amount, the current balance is managed and controlled based on the prediction result, and the income and the expense are managed and controlled in affairs.
Additional aspects and advantages of the invention will be set forth in part in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention.
Drawings
The foregoing and/or additional aspects and advantages of the present invention will become apparent and readily appreciated from the following description of the embodiments, taken in conjunction with the accompanying drawings of which:
FIG. 1 is a schematic flow chart diagram illustrating an embodiment of a dynamic financial information display method according to an exemplary embodiment of the present invention;
FIG. 2 is a schematic flowchart illustrating another embodiment of a dynamic financial information displaying method according to the present invention;
FIG. 3 is a schematic diagram of an exemplary embodiment of a financial information dynamic display device according to the present invention;
fig. 4 is a schematic structural diagram of a server according to an embodiment of the present invention.
Detailed Description
Reference will now be made in detail to embodiments of the present invention, examples of which are illustrated in the accompanying drawings, wherein like or similar reference numerals refer to the same or similar elements or elements having the same or similar function throughout. The embodiments described below with reference to the accompanying drawings are illustrative only for the purpose of explaining the present invention and are not to be construed as limiting the present invention.
As used herein, the singular forms "a", "an", "the" and "the" are intended to include the plural forms as well, unless the context clearly indicates otherwise. It will be further understood that the terms "comprises" and/or "comprising," when used in this specification, specify the presence of stated features, integers, steps, or operations, but do not preclude the presence or addition of one or more other features, integers, steps, operations, or groups thereof.
It will be understood by those skilled in the art that, unless otherwise defined, all terms (including technical and scientific terms) used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this invention belongs. It will be further understood that terms, such as those defined in commonly used dictionaries, should be interpreted as having a meaning that is consistent with their meaning in the context of the prior art and will not be interpreted in an idealized or overly formal sense unless expressly so defined herein.
It will be appreciated by those skilled in the art that the terms "application," "application program," "application software," and the like, as used herein, are intended to refer to a computer software product electronically-adapted to be electronically-constructed, from a collection of computer instructions and associated data resources, in accordance with the principles of the present invention. Unless specifically stated, this nomenclature is not limited in itself by the programming language class, level, or operating system or platform on which it depends. Of course, such concepts are not limited to any type of terminal.
The financial information dynamic display method is mainly applied to a bill processing system, and the system is connected with a transaction system (a refund system) so as to obtain transaction information (refund information) in the transaction system, obtain corresponding bills based on the transaction information, verify whether the amounts of the bills are consistent or not, and associate the refund amount with the bills if the amounts of the bills are consistent, so that the problems of difficulty in checking and much time consumption in the manual association process are avoided, and the risk of manual association errors is avoided.
In an implementation manner of the dynamic display method of financial information provided in the embodiment of the present application, as shown in fig. 1, the method includes: s100, S200 and S300.
S100: responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface;
s200: generating a current node identifier of the business project according to the current financial node information;
s300: and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface.
The billboard is connected with each business system, in order to update the information of the financial information on the billboard in time, when a business worker finishes processing a node in the corresponding system and flows to the next node, a current node information acquisition instruction corresponding to a business project is triggered, based on the connection relationship between the billboard and each business system, the billboard acquires the instruction according to the current node information, responds to the current node information acquisition instruction of the business project, and acquires the financial node information corresponding to the business project with the changed node from the business system through a preset data interface. After the current financial node information is acquired, in order to display the current financial node information on a viewing panel, a current node identifier of the business project is generated according to the current financial node information, and then the node where the current financial node is located is convenient to identify. Further, in order to make the current node identifier more clear, optionally, the generating, according to the current financial node information, the current node identifier of the business item information includes: extracting key information in the current financial node information; and generating the current node identification of the service project information according to the key information. By combining the above processes, after the current financial node information is acquired, in order to timely know the status of the financial data and avoid entering a plurality of systems for querying, identification information of the financial data is generated according to the current node information, and the financial data and the identification information are displayed on a display interface in an associated manner. For example, the business item is an insurance item of a certain type, the insurance has signed a contract with the insured and the insured pays the amount of a predetermined amount, a payment certificate needs to be issued to the insured, and if the current financial node information of the insurance item includes '2018-8-24 days of transfer-in and the invoicing personnel is in invoicing', the 'in invoicing' is the key information in the node information, the key information in 'invoicing' is extracted, and the current node identifier is generated based on the key information, such as 'in invoicing'. After the current node identifier is generated, in order to enable other people to know the financial progress in time, the historical node identifier corresponding to the business project is replaced by the current node identifier, and as for the current node identifier, the historical node identifier is replaced by the 'billing' identifier on a display interface. In order to facilitate the business items to be in one-to-one correspondence with the current node identifications, so that the inquiring personnel can clearly determine the current state of the insurance item at a glance, the insurance item and the 'in-invoice' are displayed on a display interface in a corresponding mode in a form, and other personnel can directly determine the current state of the financial data by watching the interface. If a contract is signed, the system automatically generates planned payment time according to the contract content, and the contract can be in the states of contract execution, application for invoicing, receipt of invoice, budget payment, reimbursement, document auditing, auditing completion, item deduction state, central accounting operation and the like. The current node identification includes any of the foregoing.
Optionally, the obtaining current financial node information of the business project information from the business system includes:
and counting the current paid amount and/or the current income amount corresponding to the business project.
Specifically, in order to determine the expenditure amount and/or income amount of the corresponding business project more clearly, the method makes the charging and discharging control of the business project, and meanwhile, is convenient for making better prediction on the later budget based on the current income amount and/or expenditure amount of the business project. And counting the current expenditure amount and/or income amount corresponding to the business item, namely acquiring the current expenditure amount and/or income amount of the business item from the general ledger and/or the detailed ledger of the financial system based on the corresponding business item. And then be convenient for later stage can be timely the financial status of each business project of understanding, be convenient for can make more accurate prediction to periodic income and expenditure profit before the periodic settlement, be convenient for can in time accomplish the management and control to income and/or expenditure for income and expenditure keep balance in the budget.
Optionally, the displaying, on the display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier includes:
associating the current node identification with the amount paid out and/or the amount received in;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface, and displaying the historical expenditure amount and/or income amount of the service item information corresponding to the service item as the current expenditure amount and/or income amount.
In view of the foregoing, in order to enable the service item, the current node identifier and the paid amount and/or the received amount to be displayed correspondingly, so that the inquiring person can quickly determine the financial status of the service item, the current node identifier is associated with the paid amount and/or the received amount, the financial status of the service item can be displayed in a form of a table on the display interface, the historical node identifier is replaced with the current node identifier to be displayed, and the current paid amount and/or the received amount is displayed in the table corresponding to the service item.
Optionally, after the displaying, on the display interface, the historical node identifier corresponding to the service item information is displayed as the current node identifier, the method includes:
counting the total paid out amount and/or total received amount of all current business items;
displaying the total amount paid out and/or the total amount earmarked in the display interface.
In combination with the above, in order to better predict the financial condition, the financial balance is managed and controlled, the total amount paid out and/or the total amount received of all the business items are counted, and the total amount paid out and/or the total amount received are displayed, so that the user can know the current total amount paid out and/or the total amount received by directly watching the billboard, and then the later balance amount can be determined and predicted reasonably and objectively based on the total amount paid out and/or the total amount received, and the current ongoing balance is managed and controlled based on the prediction result, thereby controlling income and expenditure in the event.
Optionally, after the step of counting the total amount paid out and/or the total amount received in the current service item, the method includes:
counting the total sum paid out and/or total sum received of all the current service items within a preset time period;
acquiring a profit prediction model, and predicting the profit of the time period of the preset time period according to the profit prediction model and the total paid-out amount and/or the total received amount of the current business item in the preset time period;
and displaying the time information corresponding to the time period and the profit on the display interface in an association relationship.
In an embodiment, the time period may be in units of months, quarters, years, etc., and the preset time period is mainly located in the time period, for example, if the time period is in units of months, currently is 2018, year 9, and the preset time period may be 2018-9-1 to 2018-9-21. And counting the total amount paid out and/or the total amount received of all the services in the time period. The profit prediction model may be a profit system of (| total amount received-total amount paid out |/days of a preset time period) | days per month |And (4) counting. The predicted profit for all business items of 9 in conjunction with the previous example is the profit coefficient (| total amount received-total amount paid |/21) × 30. Specifically, the profit margin may be reversely corrected by history data, for example, the profit margin may be equal to (amount of history profit/(| history total amount received-history total amount paid out |/day of month)), or may be equal to (Σ) n 1 Historical cycle profit coefficient)/n, and can be combined with a linear fitting method to enable the profit coefficient to be more accurate. Specifically, for example, due to the influence of the economic environment, in order to improve the accuracy of the profit coefficient, the profit prediction model may be multiplied by the coefficient such as the influence of the economic environment, so that the profit predicted by the profit prediction model is more accurate, and the profit of the income and the expense is predicted. In order to realize the control of the profit, in combination with the above description, the profit of a single business project can be estimated through the profit estimation model, so that the user can compare the estimated profit of each single business project with the estimated total profit of all business projects to perform single and/or total control on the profit of each business project.
Optionally, in an implementation manner, as shown in fig. 2, the displaying, on a display interface, a historical node identifier of service item information corresponding to the service item as the current node identifier includes: s330, S340, S350 and S360.
S330: determining interval time information for transferring from the current node flow to the next node according to a preset node flow period;
s340: estimating the time information of the next node according to the interval time information;
s350: associating the time information with the current node identification;
s360: and displaying the historical node identification of the service item information corresponding to the service item as the current node identification and displaying the time information in an associated manner on a display interface.
In order to enable a user to timely estimate the circulation time in the financial affairs of a business project and to be convenient for preparing for subsequent work based on the circulation node, based on a preset node circulation period, namely, the time for completing corresponding matters at the node is set in each node, when the node circulates to the current node, the interval time information for circulating to the next node can be determined based on the preset node circulation period, and then the time for the next node to occur can be determined based on the interval time information, so that the time information for the next node to occur is obtained. With reference to the foregoing example, when the current node is in invoicing, determining, based on the number of financial staff and the overall business item condition, that 1 day time is passed from the node in invoicing to the next node, taking the 1 day time as a preset node passing period, and also as interval time information for passing the current node to the next node, it is able to estimate the time of occurrence of the next node to be 2018-08-26, and then "2018-08-26" is time information of the next node, so as to enable a user to prepare for subsequent operations in time, associate the time information with the current node identifier, and display the time of occurrence of the next node on the display interface with the corresponding business item in the same manner as described above, so that the user can quickly determine the time of occurrence of the next node.
The embodiment of the present invention further provides a financial information dynamic display device, in one implementation, as shown in fig. 3, the financial information dynamic display device includes:
a current node information obtaining module 100, configured to respond to a current node information obtaining instruction of a service project, and obtain current financial node information corresponding to the service project from a service system; a current node identifier generating module 200, configured to generate a current node identifier of the business project according to the current financial node information; the display module 300 is configured to display, on a display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier. A key information extracting unit 210, configured to extract key information in the current financial node information; a current node identifier generating unit 220, configured to generate the current node identifier of the service item information according to the key information. The amount counting unit 110 is configured to count a current amount paid out and/or an amount received in corresponding to the service item. A first associating unit 310, configured to associate the current node identifier with the paid amount and/or the received amount; the first display unit 320 is configured to display, on a display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier, and display a historical expenditure amount and/or an income amount of the service item information corresponding to the service item as the current expenditure amount and/or the current income amount. A total amount counting module 410, configured to count a total amount paid out and/or a total amount received in the current service item; a total amount display module 420, configured to display the total paid amount and/or the total collected amount on the display interface. A preset time period sum counting module 510, configured to count total amount paid out and/or total amount received of all current service items in a preset time period; the profit estimation module 520 is configured to obtain a profit estimation model, and estimate profits of a time period of the preset time period according to the profit estimation model and the total paid out amount and/or the total received amount of the current business item in the preset time period; and the profit display module 530 is configured to display the time information corresponding to the time period and the profits on the display interface in an association relationship. An interval time determining unit 330, configured to determine, according to a preset node flow cycle, interval time information for flowing from the current node to a next node; a time information estimation unit 340, configured to estimate time information of a next node according to the interval time information; a second associating unit 350, configured to associate the time information with the current node identifier; the second display unit 360 is configured to display, on a display interface, a historical node identifier of the service item information corresponding to the service item as the current node identifier and display the time information in an associated manner.
The financial information dynamic display device provided by the embodiment of the invention can implement the embodiment of the financial information dynamic display method, and for specific function implementation, reference is made to the description in the method embodiment, which is not repeated herein.
The embodiment of the invention provides a computer-readable storage medium, wherein a computer program is stored on the computer-readable storage medium, and when the computer program is executed by a processor, the dynamic display method of the financial information in any technical scheme is realized. The computer-readable storage medium includes, but is not limited to, any type of disk including floppy disks, hard disks, optical disks, CD-ROMs, and magneto-optical disks, ROMs (Read-Only memories), RAMs (Random AcceSS memories), EPROMs (EraSable Programmable Read-Only memories), EEPROMs (Electrically EraSable Programmable Read-Only memories), flash memories, magnetic cards, or optical cards. That is, a storage device includes any medium that stores or transmits information in a form readable by a device (e.g., a computer, a cellular phone), and may be a read-only memory, a magnetic or optical disk, or the like.
According to the computer-readable storage medium provided by the embodiment of the invention, the embodiment of the financial information dynamic display method can be realized, in the application, the billboard system is butted with each business system, so that the corresponding financial information node circulation information can be conveniently obtained from the billboard system, and the node circulation information is briefly displayed on the display interface, so that a user can quickly determine the financial circulation condition of the corresponding business, the preparation for follow-up work is made in advance based on the node information, meanwhile, the accurate profit estimation of the financial condition can be performed based on the financial node information, and further, the timely management and control of the income and expenditure can be performed based on the estimation result, so that the income and expenditure can not exceed the budget, and a balanced state is achieved; the embodiment of the application provides a method for dynamically displaying financial information, which comprises the following steps: responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface; generating a current node identifier of the business project according to the current financial node information; and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface. The method is mainly used in a billboard system, the billboard is connected with each business system, in order to update the information of the financial information on the billboard in time, when a business worker finishes processing a node in the corresponding system and flows to the next node, a current node information acquisition instruction corresponding to a business project is triggered, based on the connection relationship between the billboard and each business system, the billboard acquires the instruction according to the current node information, responds to the current node information acquisition instruction of the business project, and acquires the financial node information corresponding to the business project with the changed node from the business system through a preset data interface. After the current financial node information is acquired, in order to display the current financial node information on a viewing panel, a current node identifier of the business project is generated according to the current financial node information, and then the node where the current financial node is located is convenient to identify. For example, the business item is an insurance item of a certain type, the insurance has signed a contract with the insured and the insured pays the amount of a predetermined amount, a payment certificate needs to be issued to the insured, and if the current financial node information of the insurance item includes '2018-8-24 days of transfer-in and the invoicing personnel is in invoicing', the 'in invoicing' is the key information in the node information, the key information in 'invoicing' is extracted, and the current node identifier is generated based on the key information, such as 'in invoicing'. After the current node identifier is generated, in order to enable other people to know the financial progress in time, the historical node identifier corresponding to the business project is replaced by the current node identifier, and as for the current node identifier, the historical node identifier is replaced by the 'billing' identifier on a display interface. In order to facilitate the business items to be in one-to-one correspondence with the current node identifications, so that the inquiring personnel can clearly determine the current state of the insurance item at a glance, the insurance item and the 'in-invoice' are displayed on a display interface in a corresponding mode in a form, and other personnel can directly determine the current state of the financial data by watching the interface. If a contract is signed, the system automatically generates planned payment time according to the contract content, and the contract can be in the states of contract execution, application for invoicing, receipt of invoice, budget payment, reimbursement, document auditing, auditing completion, item deduction state, central accounting operation and the like. The current node identification comprises any of the foregoing.
The computer-readable storage medium provided in the embodiment of the present invention can implement the embodiment of the dynamic financial information display method, and for specific function implementation, reference is made to the description in the embodiment of the method, which is not repeated herein.
In another embodiment, the present invention further provides a server, as shown in fig. 4, the server includes a processor 503, a memory 505, an input unit 507, and a display unit 509. Those skilled in the art will appreciate that the structural elements shown in fig. 4 do not constitute a limitation of all servers and may include more or fewer components than those shown, or some combination of components. The memory 505 may be used to store the application 501 and various functional modules, and the processor 503 executes the application 501 stored in the memory 505, thereby performing various functional applications of the device and data processing. Memory 505 may be internal memory or external memory, or include both internal and external memory. The memory may comprise read-only memory (ROM), Programmable ROM (PROM), Electrically Programmable ROM (EPROM), Electrically Erasable Programmable ROM (EEPROM), flash memory, or random access memory. The external memory may include a hard disk, a floppy disk, a ZIP disk, a usb-disk, a magnetic tape, etc. The disclosed memory includes, but is not limited to, these types of memory. The memory 505 disclosed herein is provided by way of example only and not by way of limitation.
The input unit 507 is used for receiving input of signals. The input unit 507 may include a touch panel and other input devices. The touch panel can collect touch operations of a client on or near the touch panel (such as operations of the client on or near the touch panel by using any suitable object or accessory such as a finger, a stylus and the like), and drive the corresponding connecting device according to a preset program; other input devices may include, but are not limited to, one or more of a physical keyboard, function keys (e.g., play control keys, switch keys, etc.), a trackball, a mouse, a joystick, and the like. The display unit 509 may be used to display information input by the customer or information provided to the customer and various menus of the computer device. The display unit 509 may take the form of a liquid crystal display, an organic light emitting diode, or the like. The processor 503 is a control center of the computer device, connects various parts of the entire computer using various interfaces and lines, and performs various functions and processes data by operating or executing software programs and/or modules stored in the memory 503 and calling data stored in the memory. The one or more processors 503 shown in fig. 4 can perform, implement, the functions of the current node information acquisition module 100, the current node identification generation module 200, the display module 300, the key information extraction unit 210, the current node identification generation unit 220, the amount statistic unit 110, the first association unit 310, the first display unit 320, the total amount statistic module 410, the total amount display module 420, the preset time period amount statistic module 510, the profit forecast module 520, the profit display module 530, the interval time determination unit 350, the time information forecast unit 360, the second association unit 370, and the second display unit 380 shown in fig. 3.
In one embodiment, the server comprises one or more processors 503, one or more memories 505, one or more applications 501, wherein the one or more applications 501 are stored in the memory 505 and configured to be executed by the one or more processors 503, and the one or more applications 301 are configured to perform the method for dynamically displaying financial information as described in the above embodiments.
According to the server provided by the embodiment of the invention, the embodiment of the financial information dynamic display method can be realized, the billboard system is in butt joint with each business system in the application, so that the corresponding financial information node circulation information can be conveniently obtained from the billboard system, and the node circulation information is briefly displayed on the display interface, so that a user can quickly determine the financial circulation condition of the corresponding business, the preparation for the follow-up work is made in advance based on the node information, meanwhile, the accurate revenue and expenditure prediction can be made for the financial condition based on the financial node information, the timely management and control on the revenue and expenditure can be conveniently made based on the prediction result, the revenue and expenditure can not exceed the budget, and a balanced state is achieved; the financial information dynamic display method provided by the embodiment of the application comprises the following steps: responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface; generating a current node identifier of the business project according to the current financial node information; and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface. The method is mainly used in a billboard system, the billboard is connected with each business system, in order to update the information of the financial information on the billboard in time, when a business worker finishes processing a node in the corresponding system and flows to the next node, a current node information acquisition instruction corresponding to a business project is triggered, based on the connection relationship between the billboard and each business system, the billboard acquires the instruction according to the current node information, responds to the current node information acquisition instruction of the business project, and acquires the financial node information corresponding to the business project with the changed node from the business system through a preset data interface. After the current financial node information is acquired, in order to display the current financial node information on a viewing panel, a current node identifier of the business project is generated according to the current financial node information, and then the node where the current financial node is located is convenient to identify. For example, the business item is an insurance item of a certain type, the insurance has signed a contract with the insured and the insured pays the amount of a predetermined amount, a payment certificate needs to be issued to the insured, and if the current financial node information of the insurance item includes '2018-8-24 days of transfer-in and the invoicing personnel is in invoicing', the 'in invoicing' is the key information in the node information, the key information in 'invoicing' is extracted, and the current node identifier is generated based on the key information, such as 'in invoicing'. After the current node identifier is generated, in order to enable other people to know the financial progress in time, the historical node identifier corresponding to the business project is replaced by the current node identifier, and as for the current node identifier, the historical node identifier is replaced by the 'billing' identifier on a display interface. In order to facilitate the one-to-one correspondence between the business item and the current node identification, the inquiry personnel can determine the current state of the insurance item at a glance, and the insurance item and 'in-invoice' are displayed on a display interface in a corresponding mode in a form, so that other personnel can directly determine the current state of the financial data by viewing the interface. If a contract is signed, the system automatically generates planned payment time according to the contract content, and the contract can be in the states of contract execution, application for invoicing, receipt of invoice, budget payment, reimbursement, document auditing, auditing completion, item deduction state, central accounting operation and the like. The current node identification comprises any of the foregoing.
The server provided by the embodiment of the present invention can implement the embodiment of the financial information dynamic display method provided above, and for specific function implementation, reference is made to the description in the method embodiment, which is not described herein again.
The foregoing is only a partial embodiment of the present invention, and it should be noted that, for those skilled in the art, various modifications and decorations can be made without departing from the principle of the present invention, and these modifications and decorations should also be regarded as the protection scope of the present invention.
Claims (9)
1. A method for dynamically displaying financial information, comprising:
responding to a current node information acquisition instruction of a service project, and acquiring current financial node information corresponding to the service project from a service system according to a preset data interface;
generating a current node identifier of the business project according to the current financial node information;
displaying the historical node identification of the service project information corresponding to the service project as the current node identification on a display interface;
counting the total amount paid out and/or total amount received of the current service item within a preset time period;
acquiring a profit estimation model, and estimating the profit of the time period of the preset time period according to the profit estimation model and the total amount paid out and/or the total amount received of the current business item in the preset time period;
and displaying the time information corresponding to the time period and the profit on the display interface in an association relationship.
2. The dynamic display method of financial information according to claim 1 wherein said generating a current node identifier of said business item information from said current financial node information comprises:
extracting key information in the current financial node information;
and generating the current node identification of the service project information according to the key information.
3. The dynamic financial information display method according to claim 1 wherein said obtaining current financial node information of said business project information from a business system comprises:
and counting the current paid amount and/or the current income amount corresponding to the business project.
4. The dynamic financial information display method of claim 3 wherein displaying, on a display interface, a historical node identifier of the business item information corresponding to the business item as the current node identifier comprises:
associating the current node identification with the amount paid out and/or the amount received in;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification on a display interface, and displaying the historical expenditure amount and/or income amount of the service item information corresponding to the service item as the current expenditure amount and/or income amount.
5. A dynamic financial information display method according to claim 3 or 4 wherein said displaying an historical node identifier corresponding to said business item information as said current node identifier comprises:
counting the total amount paid out and/or total amount received of the current business item;
displaying the total amount paid out and/or the total amount earmarked in the display interface.
6. A dynamic financial information display method according to any one of claims 1-4 wherein said displaying historical node identification of business item information corresponding to the business item as said current node identification on a display interface comprises:
determining interval time information for transferring the current node flow to the next node according to a preset node flow period;
estimating the time information of the next node according to the interval time information;
associating the time information with the current node identification;
and displaying the historical node identification of the service item information corresponding to the service item as the current node identification and displaying the time information in an associated manner on a display interface.
7. A dynamic display device of financial information, comprising:
the current node information acquisition module is used for responding to a current node information acquisition instruction of a service project and acquiring current financial node information corresponding to the service project from a service system;
a current node identifier generating module, configured to generate a current node identifier of the business project according to the current financial node information;
the display module is used for displaying the historical node identification of the service project information corresponding to the service project as the current node identification on a display interface;
counting the total paid out amount and/or total received amount of the current service item within a preset time period;
acquiring a profit prediction model, and predicting the profit of the time period of the preset time period according to the profit prediction model and the total paid-out amount and/or the total received amount of the current business item in the preset time period;
and displaying the time information corresponding to the time period and the profit on the display interface in an association relationship.
8. A computer-readable storage medium, wherein a computer program is stored on the computer-readable storage medium, and when executed by a processor, the computer program implements the dynamic display method of financial information according to any one of claims 1 to 6.
9. A server, comprising:
one or more processors;
a memory;
one or more applications, wherein the one or more applications are stored in the memory and configured to be executed by the one or more processors, the one or more applications configured to perform the steps of the dynamic display method of financial information according to any one of claims 1 to 6.
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| CN110675145A (en) * | 2019-08-22 | 2020-01-10 | 中国平安财产保险股份有限公司 | Data processing method and device based on block chain, terminal and storage medium |
| CN112700317B (en) * | 2020-12-30 | 2022-08-02 | 福建正孚软件有限公司 | Method for implementing enterprise financial operation management and control system |
| CN113742295A (en) * | 2021-09-09 | 2021-12-03 | 珠海金山办公软件有限公司 | Business data management method and device and document label management method and device |
| CN114841791B (en) * | 2022-07-06 | 2022-11-18 | 深圳高灯计算机科技有限公司 | Budget management and control method, system, device, computer equipment and storage medium |
| CN115795113B (en) * | 2023-02-09 | 2023-04-11 | 北京合思信息技术有限公司 | Budget recommendation method and device based on big data multi-source revenue and expenditure management platform |
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