CN109558441A - Financial index automatic monitoring method, device, computer equipment and storage medium - Google Patents
Financial index automatic monitoring method, device, computer equipment and storage medium Download PDFInfo
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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
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Abstract
The present invention discloses a kind of financial index automatic monitoring method, device, computer equipment and storage medium, it include: the financial data obtained in presetting database, the presetting database is the set by connecting real time data acquired in the data-interface of multiple and different financial management platforms；It is counted according to mapped financial data in presetting database described in default template extraction, and according to accounting calculation rule；Financial data after the statistics is filled into the default template.The application can obtain automatically data from multiple and different financial management platforms, and automatic identification is carried out to data, data are filled in automatically in the template in the system of the application, to carry out united analysis, data in multiple and different systems are matched and automatically analyzed, identify different data in identical subject, and warned, it need not manually be compared, improve work efficiency.
Description
Technical field
The present invention relates to computer application technologies, specifically, the present invention relates to a kind of financial index to monitor automatically
Method, apparatus, computer equipment and storage medium.
Background technique
Financial statement analysis is by collecting, arranging the related data in Enterprise accounting report, to the finance of enterprise
Situation is analyzed, and in order to understand the traffic-operating period of enterprise in time, takes measures to adjust related service.
Existing financial statement analysis is all that the typing and calculating of data are carried out by manually, passes through Microsoft Excel
It is analyzed and is calculated, slightly large-scale enterprise can carry out financial data by some financial softwares such as UF, Kingdee
Analysis.But current financial management software is all the data that can only record oneself enterprise, and for importing or is entered into this
Data in system are simply analyzed, and obtained data usually require financial staff further to be compared, and are judged
Whether target is reached, if it is had differences in other companies, and the financial management system of the prior art, it cannot be with other
Financial management system it is compatible, obtain relevant data, need manually to import or input, still need to occupy very big financial people
The time of member.
Summary of the invention
The purpose of the present invention is intended at least can solve above-mentioned one of technological deficiency, and open one kind can be from multiple and different
Financial management platform obtains data and is automatically imported the financial index for being filled and being reported an error in default template and counted
Automatic monitoring method and device.
In order to achieve the above object, the present invention discloses a kind of financial index automatic monitoring method, comprising:
The financial data in presetting database is obtained, the presetting database is by connecting multiple and different financial managements
The set of real time data acquired in the data-interface of platform；
According to mapped financial data in presetting database described in default template extraction, and according to accounting calculation rule into
Row statistics；
Financial data after the statistics is filled into the default template.
Optionally, the method packet of real time data is obtained by connecting the data-interface of multiple and different financial management platforms
It includes:
According to the data-interface of the multiple and different financial management platform of the first rules detection；
When having monitored data movement, sends data and update request to obtain more new data and be stored in the present count
According in library.
Optionally, first rule includes: within a preset time according to the priority level of the data-interface to described
Data-interface is polled.
Optionally, mapped financial data in the presetting database according to default template extraction, and according to meeting
Counting the method that computation rule carries out statistics calculating includes:
Obtain the capital of account and mapped financial data in default template；
Obtain the accounting calculation rule between each capital of account；
The financial data is counted according to accounting calculation rule.
Optionally, before being counted according to accounting calculation rule to the financial data, further includes:
Identical accounting item mapped financial data from different financial management platforms is compared, comparison is worked as
Financial data be not simultaneously emitted by information warning, the information warning includes the accounting item of the financial data of prompt error
The source of title, data value and the financial data.
Optionally, further includes:
The data for specifying acquired a certain data-interface are correlation data；
The financial data counted in default template is compared analysis with the correlation data, to obtain the identical meeting of characterization
The size variation chart of meter section purpose financial data.
Optionally, according to the size variation value of the financial data, judge the financial number counted in the default template
Whether exceed preset threshold according to the difference with correlation data, when exceeding preset threshold, abnormal data is warned.
On the other hand, a kind of financial index automatic monitoring device is also disclosed in the application, comprising:
Acquiring unit is configured to be not carried out the financial data obtained in presetting database, and the presetting database is to pass through
Connect the set of real time data acquired in the data-interface of multiple and different financial management platforms；
Processing unit is configured as executing mapped finance number in the presetting database according to default template extraction
According to, and counted according to accounting calculation rule；
Execution unit, is configured as executing the financial data after the statistics is filled into the default template.
Optionally, further includes: monitoring unit is configured as executing the financial management multiple and different according to the first rules detection
The data-interface of platform；
Transmission unit is configured as executing when having monitored data movement, sends data and updates request to obtain update
Data are simultaneously stored in the presetting database.
Optionally, first rule includes: within a preset time according to the priority level of the data-interface to described
Data-interface is polled.
Optionally, further includes:
Template acquiring unit is configured as the capital of account executed obtain in default template and mapped finance
Data；
Rule unit is configured as obtaining the accounting calculation rule between each capital of account；
Statistic unit is configured as execution and is counted according to accounting calculation rule to the financial data.
Optionally, further includes: alarm unit is configured as executing to the identical accounting from different financial management platforms
Subject mapped financial data compares, when the financial data of comparison is not simultaneously emitted by information warning, the information warning
Including prompting the capital of account of the financial data of error, the source of data value and the financial data.
Optionally, further includes:
Data designating unit is configured as executing the data for specifying acquired a certain data-interface being correlation data；
Comparison unit, is configured as executing and is compared the financial data counted in default template with the correlation data
Analysis, to obtain the size variation chart for the financial data for characterizing identical accounting item.
Optionally, judging unit is configured as executing the size variation value according to the financial data, judge described pre-
If whether the difference of the financial data and correlation data that count in template exceeds preset threshold, when exceeding preset threshold, send different
Regular signal is to be warned.
A kind of computer equipment, including memory and processor is also disclosed in the application, is stored with calculating in the memory
Machine readable instruction, when the computer-readable instruction is executed by the processor, so that the processor executes any of the above-described
The step of described financial index automatic monitoring method.
A kind of storage medium for being stored with computer-readable instruction is also disclosed in the application, and the computer-readable instruction is by one
When a or multiple processors execute, so that one or more processors execute financial index described in any of the above embodiments and monitor automatically
The step of method.
The beneficial effects of the present invention are: data, and logarithm can be obtained automatically from multiple and different financial management platforms
According to automatic identification is carried out, data are filled in automatically in the template in the system of the application, to carry out united analysis, without manual
The time of staff is greatly saved in typing related data；Matching and automatic point are carried out to the data in multiple and different systems
Analysis, identifies different data in identical subject, and warned, and according to different section's purpose data, traces associated other
Financial data, and transfer related data automatically and carry out matching comparison one by one, until where finding out the problem of leading to different data, from
The dynamic mode for searching error correction is improved work efficiency without being manually compared.
The additional aspect of the present invention and advantage will be set forth in part in the description, these will become from the following description
Obviously, or practice through the invention is recognized.
Detailed description of the invention
Above-mentioned and/or additional aspect and advantage of the invention will become from the following description of the accompanying drawings of embodiments
Obviously and it is readily appreciated that, in which:
Fig. 1 is financial index automatic monitoring method flow chart of the present invention；
Fig. 2 is the method flow diagram that the present invention obtains real time data by different data-interfaces；
Fig. 3 is the method flow diagram of relevant financial data statistics of the present invention；
Fig. 4 is financial index automatic monitoring device block diagram of the present invention；
Fig. 5 is computer equipment basic structure block diagram of the present invention.
Specific embodiment
The embodiment of the present invention is described below in detail, examples of the embodiments are shown in the accompanying drawings, wherein from beginning to end
Same or similar label indicates same or similar element or element with the same or similar functions.Below with reference to attached
The embodiment of figure description is exemplary, and for explaining only the invention, and is not construed as limiting the claims.
Those skilled in the art of the present technique are appreciated that unless expressly stated, singular " one " used herein, " one
It is a ", " described " and "the" may also comprise plural form.It is to be further understood that being arranged used in specification of the invention
Diction " comprising " refer to that there are the feature, integer, step, operation, element and/or component, but it is not excluded that in the presence of or addition
Other one or more features, integer, step, operation, element, component and/or their group.It should be understood that when we claim member
Part is " connected " or when " coupled " to another element, it can be directly connected or coupled to other elements, or there may also be
Intermediary element.In addition, " connection " used herein or " coupling " may include being wirelessly connected or wirelessly coupling.It is used herein to arrange
Diction "and/or" includes one or more associated wholes for listing item or any cell and all combinations.
Those skilled in the art of the present technique are appreciated that unless otherwise defined, all terms used herein (including technology art
Language and scientific term), there is meaning identical with the general understanding of those of ordinary skill in fields of the present invention.Should also
Understand, those terms such as defined in the general dictionary, it should be understood that have in the context of the prior art
The consistent meaning of meaning, and unless idealization or meaning too formal otherwise will not be used by specific definitions as here
To explain.
Those skilled in the art of the present technique are appreciated that " terminal " used herein above, " terminal device " both include wireless communication
The equipment of number receiver, only has the equipment of the wireless signal receiver of non-emissive ability, and including receiving and emitting hardware
Equipment, have on bidirectional communication link, can execute two-way communication reception and emit hardware equipment.This equipment
It may include: honeycomb or other communication equipments, shown with single line display or multi-line display or without multi-line
The honeycomb of device or other communication equipments；PCS (Personal Communications Service, PCS Personal Communications System), can
With combine voice, data processing, fax and/or communication ability；PDA (Personal Digital Assistant, it is personal
Digital assistants), it may include radio frequency receiver, pager, the Internet/intranet access, web browser, notepad, day
It goes through and/or GPS (Global Positioning System, global positioning system) receiver；Conventional laptop and/or palm
Type computer or other equipment, have and/or the conventional laptop including radio frequency receiver and/or palmtop computer or its
His equipment." terminal " used herein above, " terminal device " can be it is portable, can transport, be mounted on the vehicles (aviation,
Sea-freight and/or land) in, or be suitable for and/or be configured in local runtime, and/or with distribution form, operate in the earth
And/or any other position operation in space." terminal " used herein above, " terminal device " can also be communication terminal, on
Network termination, music/video playback terminal, such as can be PDA, MID (Mobile Internet Device, mobile Internet
Equipment) and/or mobile phone with music/video playing function, it is also possible to the equipment such as smart television, set-top box.
Specifically, referring to Fig. 1, the present invention discloses a kind of financial index automatic monitoring method, comprising:
Financial data in S1000, acquisition presetting database, the presetting database are by connecting multiple and different wealth
The set of real time data acquired in the data-interface of business management platform；
Different financial management platforms usually executes different financial management functions, for example purchasing system is responsible for product purchasing
Record and payout status record, the asset management system is responsible for being managed each assets of company, and statistical correlation
Asset depreciation expense, and sale management system principal statistical correlation sales achievement etc..Different management systems has different
Function, and combined by relevant financial data in different management systems, then financial statement can be obtained and analysis obtains
Relevant financial data.
The relevant financial data for obtaining the financial management platform of different function need to connect each financial management platform
Data-interface, authorization obtain the relevant financial data of corresponding financial management platform.When the quantity of the financial management platform connected
When more, need to distinguish each data-interface.
In one embodiment, referring to Fig. 2, being obtained by the data-interface for connecting multiple and different financial management platforms real
When data method include:
S1100, according to the data-interface of the multiple and different financial management platform of the first rules detection；
For the ease of detecting to data-interface, a title can be numbered or define to data-interface to carry out
It distinguishes, there are many modes of number, can be and is numbered by the sequencing of connection, is also possible to flat according to financial management
The significance level of platform is numbered, or is numbered according to the title initial of financial management platform.Using title side
Formula distinguishes the title or customized title that can be through financial management platform, as long as can be carried out differentiation.
Further, when being connected with multiple data-interfaces, in order to distinguish the data-interface, can be to each management
The data-interface of system defines a title, such as with one or more letters or character string to distinguish, or is compiled with number
It number distinguishes, in order to the acquisition of information.
Since the data in management system can constantly change, may cause in target database if updating not in time
Data inaccuracy, so as to cause final query result inaccuracy, in a kind of feasible embodiment, can by the first rule according to
More new data in the database of the secondary each financial management system of monitoring.
In one embodiment, the first rule can be to be polled, due to connecting according to the preset order of management system
Number has been carried out to each data-interface when the data-interface of each management system or has been distinguished with character, therefore can have been pressed
Acquisition is polled to obtain related data to corresponding data-interface according to preset sequence.Above-mentioned preset order is can be with column
The form of table is presented, and is obtained data according to the sequencing for the number or character for characterizing above-mentioned data-interface in list, is currently obtained
The data that the latest data covering previous time period taken obtains are to ensure current data for updated latest data.
In another embodiment, preset order can also be scheduled finance in addition to the number order of financial management system
The data read time interval of management system.Different financial management systems, the speed that data update is different, with above-mentioned public affairs
For the purchasing system opened, the asset management system, sale management system, purchasing system is usually to be used for what employee was purchased,
The time that it is purchased not necessarily, but is easy for counting, and can daily be counted, therefore the settable data for purchasing system
Acquisition time is some daily time point, for example the buying situation on the same day is obtained when daily 24:00, and the asset management system
It is to make an inventory assets object, the time of variation may be relatively long, such as two weeks, and one month, it is also possible to when longer
Between can just purchase new assets or old assets are scrapped, the time of statistics can monthly, can if statistics when thinking of
With daily, as above-mentioned purchasing system, to obtain current asset management situation when daily 24:00.Sale management system
It may then change in real time, therefore the time that data can be updated shortens, one data acquisition of progress in every 3 minutes or 15 minutes
It updates, to obtain latest tendency.It is when the data obtaining time for setting each management system, then on time right according to the time of setting
Relevant interface carries out data interaction, obtains latest data.
In another embodiment, when being provided with multiple financial management systems, and there may be certain for multiple financial management systems
When kind of subordinate relation, and when quantity is larger, if the data-interface of each financial management system, which is polled, will lead to number
It is slower according to obtaining, a priority level can be set to data-interface at this time, data-interface is taken turns according to priority level
Inquiry and data acquisition, for example the data-interface of the first financial management system is A grades, the data-interface of the second financial management system is
B, the data-interface of third financial management system are A, and the data-interface of the 4th financial management system is C, then data-interface poll
Sequence be can the first financial management system, third financial management system, the second financial management system, be finally only the 4th finance
Management system, when each priority level is there are when multiple corresponding data-interfaces, then in combination with the number in above two embodiment
According to the mode of poll, according to the elder generation for the time that the sequencing of the number of each data-interface and the acquisition data of setting update
It is sequentially polled afterwards.
In another embodiment, the first rule can also be the data more new state by monitoring each data-interface,
The data in the management system updated there are data are obtained in time.There are many ways to monitoring data interface data updates, one
In kind feasible embodiment, can by way of data-interface poll monitoring data interface version number, by the version of data-interface
This number is associated with internal data, the subject content of the specified financial management system for needing to monitor, when specified section
When mesh content changes, version number changes according to specified rule, for example every variation is primary, and version number increases by 1, when poll
By the version number of detection data interface with prestore last poll when the version number that stores whether change, if not occurring
Variation, then it represents that updated currently without data, if being changed, then it represents that there are data update, in order to immediately with data
Interface communication obtains newest data.The last state of data update is obtained in this way, it can be by the way that current finance be managed
The data under data cover previous state polling status in reason system, can also directly replace or update the number currently changed
According to remaining unchanged data is not replaced, and is reduced data renewal amount with this, is improved renewal speed.It is completed when data update, then
Current version number is saved, in order to compare when next poll.
S1200, when having monitored data movement, send data and update request to obtain more new data and be stored in described
In presetting database.
Multiple and different data-interfaces is polled according to above-mentioned steps S1100, when having monitored data movement, then may be used
The financial management platform mapped to the data-interface sends data and updates request to obtain more new data, and by updated data
It is stored in the presetting database.
It should be noted that data acquisition for the first time can obtain primary data according to any method, it is right
It is updated in subsequent data and the data updated with quick obtaining is then polled according to the mode of scheduled first rule.
In one embodiment, to being grouped in presetting database, the data storage from different financial management platforms
In different groupings, in order to data management and integration, for the data of update, a kind of embodiment be directly cover it is identical
Legacy data under project, in order to save memory space, the data stored in the preset database are newest data always；Separately
A kind of embodiment in the way of time shaft, is stored to the data of all acquisitions, in order to search source file.But
It is the data that the data currently shown are nearest period update.
In another embodiment, sorted out in presetting database according to the subject content of financial index, from each difference
The data that obtain of financial management platform respectively according to the subject content corresponding to oneself using the time shaft obtained as qualifications
Storage is in the preset database in corresponding subject content.This storage mode is conducive to fast when carrying out Indices Analysis
Speed obtains the data in prescribed course content, and quickly analyzes related data.
Mapped financial data in S2000, the presetting database according to default template extraction, and according to accounting calculation
Rule is counted；
After the step of by above-mentioned S1000 obtains newest financial data, then relevant financial data can be divided
Analysis or statistics.In daily financial data statistics, some existing financial analysis such as du pont analysis can be passed through
Deng being analyzed by transferring relevant financial data financial situation.And the corresponding needs of different financial analysis obtain
The financial data taken may be different, check and count for convenience, different analysis methods can specify different financial analyses
Template includes corresponding Course in English and corresponding accounting calculation rule in financial analysis template.Based on this, figure is please referred to
3, the method to relevant financial data statistics includes:
S2100, the capital of account and mapped financial data preset in template are obtained；
When having selected corresponding financial analysis, the corresponding financial analysis has a default template, identifies
Capital of account in above-mentioned default template, and in the preset database, extracting has mapping relations with the capital of account
Data.
For with the identical data of capital of account, be directly filled under corresponding capital of account, than
Such as fixed assets subject, since year or monthly fixed assets detail and right can be directly acquired from the asset management system
The amount of money answered, therefore the data that can directly will acquire fill out position corresponding in fixed assets subject, and for other accounting
Subject, for example, operating income, this (on) subjects such as the amount of money of stocking up, then can not may directly be obtained from relevant financial management system
?.
S2200, the accounting calculation obtained between each capital of account are regular；
For the above-mentioned data that can not be directly obtained from financial management system, can be calculated according to accounting calculation rule
It arrives.Accounting calculation rule is the rule specified according to selected financial analysis, such as when capital of account is this
(on) the value added tax payable current period amount of money, corresponding computation rule are as follows: this (on) " operating income " × 17%- sheet in profit and loss statement
(on) phase stocks up × 17%；Capital of account be this (on) phase should hand over the additional related accounting calculation rule of city planning tax education
Are as follows: this (on) phase value added tax payable (7 or 5%+3%) etc..Different computation rules is corresponded to for different accounting items.
S2300, the financial data is counted according to accounting calculation rule.
After obtaining corresponding capital of account and related accounting calculation rule by step S2200, then meeting is transferred
The related subject and corresponding financial data in computation rule are counted, is calculated according to rule.Such as: this (on) increment should be handed over
The tax current period amount of money=sheet (on) " operating income " × 17%- sheet in profit and loss statement (on) phase stocks up × 17%, when the accounting of acquisition
When project is " this (on) the value added tax payable current period amount of money ", then relevant accounting calculation rule is extracted, in accounting calculation rule
There are " this (on) " operating income " in profit and loss statement " and " this (on) phase stocks up " two accounting items, if the two accounting items
It can directly obtain, then directly acquire from presetting database, if cannot directly acquire, it is corresponding to can search for above-mentioned accounting item
Computation rule and the capital of account mapped therewith, obtain relevant financial data, be updated in corresponding computation rule into
Row calculates, to obtain final data.
S3000, the financial data after the statistics is filled into the default template.
After the step of according to S2000 has obtained the financial data of related accounting item in corresponding default template, then should
Financial data after statistics is filled into default template, forms complete financial analysis report.
Further, above-mentioned default template is not necessarily the form of table, can also be curve graph, histogram etc., passes through
The relevant parameter information on curve graph and histogram is obtained, corresponding financial data is extracted according to parameter information, and according to song
The formation rule of line chart and histogram generates above-mentioned template data.
In this application, before being counted according to accounting calculation rule to the financial data, further includes: to from not
With the identical accounting item mapped financial data of financial management platform compare, when the financial data difference of comparison
Issue information warning, the information warning include the capital of account of the financial data of prompt error, data value and
The source of the financial data.
Financial data mainly includes two parts composition: Course in English and specific data, and wherein Course in English not only includes
The technical term specified in accounting, further includes specific time and month, further includes the date in some data.Identify wealth
Business data, then mainly identify Course in English and corresponding data.Identification Course in English is obtained by the way of semantics identity
?.The Course in English and its data of acquisition are matched with the title in the preset template of the system in the application, are matched
Corresponding data is automatically imported in template.
In this application, accounting correlation section purpose calculation formula is built-in in preset template, by importing relevant data,
Correlated results can be calculated automatically, further, also built-in prompt facility, when calculated correlated results do not meet it is built-in
Rule when, then can remind, for example marked using red block, using as prompting.Likewise, for from different finance
When the identical capital of account mapped data of management platform are different, also it can be prompted and is warned, in order to
User is reminded to check problematic data.
Further, the position of above-mentioned warning is not limited to the result letter above by the mistake for comparing or being calculated
Breath, can be also used for the otherness for monitoring the data from different financial management software platform datas, when from two not
When the data of the same accounting item of characterization of same financial management software platform are different, use can be also reminded in a manner of warning
Family, and according to different accounting items, automatic tracing data associated with the data of this accounting item carry out pair one by one
Than the problematic Notes of Key Data being come out, for example have the data difference in wherein some month by oneself when two different data
Different time, then system can be automatically found the corresponding subject information in the month, and be highlighted, in order to which staff is quick
Find problem place.Such as when comparison obtains the financial data of " current year operating income " from different financial management platforms
When different, then compare automatically each month operating income whether, if comparison obtains one month operating income
When numerical value is different, carrying out remarks and warning to the numerical value in the month further can also further compare each pen of this month
The amount of money of income, until find be different that income until.In this way, without manually arranging error message
It looks into, system is checked automatically, and time and human cost is greatly saved.
Further, in the application, reduced parameter can also be set, such as by rival's financial data import system
In, system is compared one by one according to capital of account, comparing result is obtained according to corresponding contrast equation, in order to clear
Ground shows comparing result.Further, which can also intuitively be compared by diagrammatically mode.
Above-mentioned rival financial data can by manually importing, can also by docking can obtain rival
Financial data management platform, automatic to obtain the financial data updated, this is functionally similar to specify acquired a certain number
Data according to interface are correlation data；The financial data counted in default template is compared analysis with the correlation data,
To obtain the size variation chart for the financial data for characterizing identical accounting item.Such as by being disclosed on identification automated security website
Financial statement, the financial data of identical accounting item is counted and is compared.To difference reach the data of preset range into
Row warning, in order to which financial staff or corporate decision personnel understand financial situation, timely adjustment strategy policy at the first time.
The format for the financial statement being automatically imported can be the format of Microsoft Excel, be also possible to PDF format or other
Any format, the format of Microsoft Excel can directly acquire the relevant information of the table of corresponding row and column, then can be read
Corresponding accounting item and mapped data, PDF format, picture format or other formats can pass through OCR text
Word identification identifies content therein.
Further, the application further includes the size variation value according to the financial data, judges the default template
Whether the financial data of middle statistics and the difference of correlation data exceed preset threshold, when exceeding preset threshold, send abnormal signal
To be warned.This be functionally similar to during financial statistics set target financial data, the financial data that will acquire or
The financial data obtained after person's statistics is compared according to accounting item and target financial data, and is analyzed automatically, is generated
Table or chart are compared, where the problem of quickly, clearly to obtain data difference.
Based on the above-mentioned analysis to financial data, financial report can be also automatically generated, it is only necessary to transfer the phase of financial report
Template is closed, relevant financial data is transferred from presetting database, and counted and filled, financial report can be automatically generated,
Further, financial chart can be also generated according to the financial data transferred.
The financial index automatic monitoring method of the application has the beneficial effect that
1) data can be obtained automatically from multiple and different financial management platforms, and automatic identification is carried out to data, it will
Data are filled in automatically in the template in the system of the application, to carry out united analysis, without related data is manually entered, significantly
Save the time of staff；
2) data in multiple and different systems are matched, identify different data in identical subject, and warned,
According to different section's purpose data, other associated financial datas are traced, and transfers related data automatically and is matched one by one
Comparison, until the automatic mode for searching error correction is improved without being manually compared where finding out the problem of leading to different data
Working efficiency；
3) financial data can be automatically analyzed, report and chart can not only be generated according to financial data, it can be with
The report for generating text version, is explained the data of related data, especially difference, saves financial staff and analyzes number
According to, write time of financial report, improve work efficiency；
4) multiple groups correlation data can be set, and wherein by target financial index, the typing of rival's financial data, system is real
When data are compared, analyze and claim financial presentation, to remind gap existing for user, give the effect of warning；
5) financial data of rival can disclose website connection by relevant financial, when the financial data of other side updates
Afterwards, it being updated, and is compared with the financial data of oneself automatically, the data for reaching preset range to difference warn,
In order to which financial staff or corporate decision personnel understand financial situation at the first time, with instant adjustment strategy policy.
Further, referring to Fig. 4, a kind of financial index automatic monitoring device is also disclosed in the application, comprising:
Acquiring unit 1000 is configured to be not carried out the financial data obtained in presetting database, and the presetting database is
By the set for connecting real time data acquired in the data-interface of multiple and different financial management platforms；
Processing unit 2000 is configured as executing mapped finance in the presetting database according to default template extraction
Data, and counted according to accounting calculation rule；
Execution unit 3000, is configured as executing the financial data after the statistics is filled into the default template.
Optionally, further includes: monitoring unit is configured as executing the financial management multiple and different according to the first rules detection
The data-interface of platform；
Transmission unit is configured as executing when having monitored data movement, sends data and updates request to obtain update
Data are simultaneously stored in the presetting database.
Optionally, first rule includes: within a preset time according to the priority level of the data-interface to described
Data-interface is polled.
Optionally, further includes:
Template acquiring unit is configured as the capital of account executed obtain in default template and mapped finance
Data；
Rule unit is configured as obtaining the accounting calculation rule between each capital of account；
Statistic unit is configured as execution and is counted according to accounting calculation rule to the financial data.
Optionally, further includes: alarm unit is configured as executing to the identical accounting from different financial management platforms
Subject mapped financial data compares, when the financial data of comparison is not simultaneously emitted by information warning, the information warning
Including prompting the capital of account of the financial data of error, the source of data value and the financial data.
Optionally, further includes:
Data designating unit is configured as executing the data for specifying acquired a certain data-interface being correlation data；
Comparison unit, is configured as executing and is compared the financial data counted in default template with the correlation data
Analysis, to obtain the size variation chart for the financial data for characterizing identical accounting item.
Optionally, judging unit is configured as executing the size variation value according to the financial data, judge described pre-
If whether the difference of the financial data and correlation data that count in template exceeds preset threshold, when exceeding preset threshold, send different
Regular signal is to be warned.
The embodiment of the present invention provides computer equipment basic structure block diagram and please refers to Fig. 5.
The computer equipment includes processor, non-volatile memory medium, memory and the net connected by system bus
Network interface.Wherein, the non-volatile memory medium of the computer equipment is stored with operating system, database and computer-readable finger
It enables, control information sequence can be stored in database, when which is executed by processor, may make that processor is real
A kind of existing financial index automatic monitoring method.The processor of the computer equipment supports whole for providing calculating and control ability
The operation of a computer equipment.Computer-readable instruction can be stored in the memory of the computer equipment, this is computer-readable
When instruction is executed by processor, processor may make to execute a kind of financial index automatic monitoring method.The net of the computer equipment
Network interface is used for and terminal connection communication.It will be understood by those skilled in the art that structure shown in Fig. 5, only with this Shen
Please the relevant part-structure of scheme block diagram, do not constitute the limit for the computer equipment being applied thereon to application scheme
Fixed, specific computer equipment may include perhaps combining certain components or tool than more or fewer components as shown in the figure
There is different component layouts.
The status information for prompting behavior that computer equipment is sent by receiving associated client, i.e., whether associated terminal
It opens prompt and whether user closes the prompt task.By verifying whether above-mentioned task condition is reached, and then eventually to association
End sends corresponding preset instructions, so that associated terminal can execute corresponding operation according to the preset instructions, to realize
Effective supervision to associated terminal.Meanwhile when prompt information state and preset status command be not identical, server end control
Associated terminal persistently carries out jingle bell, the problem of to prevent the prompt task of associated terminal from terminating automatically after executing a period of time.
The present invention also provides a kind of storage mediums for being stored with computer-readable instruction, and the computer-readable instruction is by one
When a or multiple processors execute, so that one or more processors, which execute, is based on big data information described in any of the above-described embodiment
The method of method for pushing.
Those of ordinary skill in the art will appreciate that realizing all or part of the process in above-described embodiment method, being can be with
Relevant hardware is instructed to complete by computer program, which can be stored in a computer-readable storage and be situated between
In matter, the program is when being executed, it may include such as the process of the embodiment of above-mentioned each method.Wherein, storage medium above-mentioned can be
The non-volatile memory mediums such as magnetic disk, CD, read-only memory (Read-Only Memory, ROM) or random storage note
Recall body (Random Access Memory, RAM) etc..
It should be understood that although each step in the flow chart of attached drawing is successively shown according to the instruction of arrow,
These steps are not that the inevitable sequence according to arrow instruction successively executes.Unless expressly stating otherwise herein, these steps
Execution there is no stringent sequences to limit, can execute in the other order.Moreover, at least one in the flow chart of attached drawing
Part steps may include that perhaps these sub-steps of multiple stages or stage are not necessarily in synchronization to multiple sub-steps
Completion is executed, but can be executed at different times, execution sequence, which is also not necessarily, successively to be carried out, but can be with other
At least part of the sub-step or stage of step or other steps executes in turn or alternately.
The above is only some embodiments of the invention, it is noted that for the ordinary skill people of the art
For member, various improvements and modifications may be made without departing from the principle of the present invention, these improvements and modifications are also answered
It is considered as protection scope of the present invention.
Claims (10)
1. a kind of financial index automatic monitoring method characterized by comprising
The financial data in presetting database is obtained, the presetting database is by connecting multiple and different financial management platforms
Data-interface acquired in real time data set；
It unites according to mapped financial data in presetting database described in default template extraction, and according to accounting calculation rule
Meter；
Financial data after the statistics is filled into the default template.
2. financial index automatic monitoring method according to claim 1, which is characterized in that by connecting multiple and different wealth
Business management platform data-interface obtain real time data method include:
According to the data-interface of the multiple and different financial management platform of the first rules detection；
When having monitored data movement, sends data and update request to obtain more new data and be stored in the presetting database
In.
3. financial index automatic monitoring method according to claim 2, which is characterized in that first rule include:
The data-interface is polled according to the priority level of the data-interface in preset time.
4. financial index automatic monitoring method according to claim 1, which is characterized in that the basis presets template extraction
Mapped financial data in the presetting database, and include: according to the method that accounting calculation rule carries out statistics calculating
Obtain the capital of account and mapped financial data in default template；
Obtain the accounting calculation rule between each capital of account；
The financial data is counted according to accounting calculation rule.
5. financial index automatic monitoring method according to claim 4, which is characterized in that according to accounting calculation rule to institute
It states before financial data counted, further includes:
Identical accounting item mapped financial data from different financial management platforms is compared, when the wealth of comparison
Business data are not simultaneously emitted by information warning, and the information warning includes the accounting item name of the financial data of prompt error
Claim, the source of data value and the financial data.
6. financial index automatic monitoring method according to claim 4, which is characterized in that further include:
The data for specifying acquired a certain data-interface are correlation data；
The financial data counted in default template is compared analysis with the correlation data, to obtain the identical accountant's department of characterization
The size variation chart of purpose financial data.
7. financial index automatic monitoring method according to claim 6, which is characterized in that according to the financial data
Size variation value judges whether the difference of the financial data counted and correlation data exceeds preset threshold in the default template,
When exceeding preset threshold, abnormal signal is sent to be warned.
8. a kind of financial index automatic monitoring device characterized by comprising
Acquiring unit is configured to be not carried out the financial data obtained in presetting database, and the presetting database is to pass through connection
The set of real time data acquired in the data-interface of multiple and different financial management platforms；
Processing unit is configured as executing mapped financial data in the presetting database according to default template extraction, and
It is counted according to accounting calculation rule；
Execution unit, is configured as executing the financial data after the statistics is filled into the default template.
9. a kind of computer equipment, including memory and processor, it is stored with computer-readable instruction in the memory, it is described
When computer-readable instruction is executed by the processor, so that the processor executes such as any one of claims 1 to 7 right
It is required that the step of described financial index automatic monitoring method.
10. a kind of storage medium for being stored with computer-readable instruction, the computer-readable instruction is handled by one or more
When device executes, so that one or more processors execute the financial index as described in any one of claims 1 to 7 claim
The step of automatic monitoring method.
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