CN110782205A

CN110782205A - Method and device for managing transaction tasks, computer storage medium and electronic equipment

Info

Publication number: CN110782205A
Application number: CN201911016582.1A
Authority: CN
Inventors: 蒋宇
Original assignee: Taikang Insurance Group Co Ltd; Taikang Pension Insurance Co Ltd
Current assignee: Taikang Insurance Group Co Ltd; Taikang Pension Insurance Co Ltd
Priority date: 2019-10-24
Filing date: 2019-10-24
Publication date: 2020-02-11

Abstract

The invention relates to the technical field of computers, in particular to a method and a device for managing a transaction task, a storage medium and electronic equipment. The method comprises the following steps: acquiring deal information corresponding to an exclusive resource set based on a preset purpose, wherein the deal information comprises the enterprise scale of an enterprise to which the exclusive resource belongs; comparing the enterprise scale with a preset enterprise scale, and determining a target transaction matching type according to a comparison result; and acquiring matching item information and matching logic corresponding to the target transaction matching type, and performing matching management on the matching item information according to the matching logic. According to the method, the target bargaining matching type corresponding to the bargaining task is determined according to the comparison result of the enterprise scale of the enterprise and the preset enterprise scale of the exclusive resource, and the corresponding matching item information and matching logic are selected under the condition that the enterprise scale difference is fully considered, so that the matching management of the bargaining task is more targeted and normalized, and the accuracy of the bargaining task matching is improved.

Description

Method and device for managing transaction tasks, computer storage medium and electronic equipment

Technical Field

The present invention relates to the field of computer technologies, and in particular, to a method and an apparatus for managing a transaction task, a computer storage medium, and an electronic device.

Background

With the development of computer technology and the background of the current big data era, business systems in various fields and industries have multiple business types, each business type needs to manage a large amount of business data, the management process faces to the checking and verification of the business data, and the transaction business occupies an important share in a large amount of data, so that the accuracy and the high-efficiency management of the transaction business ensure the accuracy of the business system data, and further the business system can realize accurate business processing according to the business data.

In the related art, a corresponding management scheme is selected according to the type of the current transaction task, however, whether the management scheme is really suitable for the nature and the scale of the enterprise to which the current transaction business belongs is not considered, the accuracy of task management is influenced to a certain extent, and the task management efficiency is low.

It is to be noted that the information invented in the above background section is only for enhancing the understanding of the background of the present invention, and therefore, may include information that does not constitute prior art known to those of ordinary skill in the art.

Disclosure of Invention

The invention aims to provide a method and a device for managing a transaction task, a computer storage medium and electronic equipment, so that the problems of poor management accuracy, low management efficiency and the like of the transaction task caused by not considering the enterprise scale are avoided at least to a certain extent.

Additional features and advantages of the invention will be set forth in the detailed description which follows, or may be learned by practice of the invention.

According to one aspect of the invention, a method for managing a transaction task is provided, which comprises the following steps:

acquiring deal information corresponding to an exclusive resource set based on a preset purpose, wherein the deal information comprises the enterprise scale of an enterprise to which the exclusive resource belongs; comparing the enterprise scale with a preset enterprise scale, and determining a target transaction matching type according to a comparison result;

and acquiring matching item information and matching logic corresponding to the target transaction matching type, and performing matching management on the matching item information according to the matching logic.

In an exemplary embodiment of the invention, the enterprise size includes a number of sub-enterprises corresponding to the enterprise;

the step of comparing the enterprise scale with a preset enterprise scale and determining a target transaction matching type according to a comparison result comprises the following steps:

comparing the number of sub-enterprises with a preset enterprise scale value; if the number of the sub-enterprises is larger than or equal to the preset enterprise specification value, determining that the target transaction matching type is matched according to the sub-enterprises;

and if the number of the sub-enterprises is smaller than the preset enterprise scale value, determining that the target transaction matching type is matched according to the whole enterprise.

In an exemplary embodiment of the present invention, when the target deal matching type is an inter-enterprise matching, before the acquiring matching item information and matching logic corresponding to the target deal matching type, the method further includes:

and determining that the pricing date corresponding to the matching item information is matched with a preset pricing date.

In an exemplary embodiment of the present invention, the acquiring matching item information and matching logic corresponding to the target deal matching type includes:

when the target transaction matching type is matching according to the sub-enterprises, acquiring transaction details corresponding to the transaction tasks as the matching item information;

when the target transaction matching type is matched according to the whole enterprise, acquiring summarized data corresponding to the transaction task as the matching item information; wherein the transaction detail comprises sub transaction detail corresponding to the sub enterprise.

In an exemplary embodiment of the invention, the matching logic comprises matching modes comprising pre-matching, full matching and confirmed matching.

In an exemplary embodiment of the present invention, the matching logic includes a matching order of each of the matching manners;

the matching management of the matching item information according to the matching logic includes:

when the target matching type is matched according to the sub-enterprises, the pre-matching, the complete matching and the confirmation matching are sequentially carried out on the matching item information;

and when the target matching type is the enterprise-based overall matching, sequentially carrying out the pre-matching, the confirmation matching and the complete matching on the matching item information.

In an exemplary embodiment of the invention, the deal information comprises a type of the exclusive resource;

before the comparing the enterprise size with the preset enterprise size and determining the target deal matching type according to the comparison result, the method further comprises the following steps:

determining the type of the dedicated resource as a single plan type.

According to an aspect of the present invention, there is provided a device for managing a bargaining task, the device comprising:

the system comprises an acquisition module, a processing module and a processing module, wherein the acquisition module is used for acquiring transaction information corresponding to an exclusive resource which is set based on a preset purpose, and the transaction information comprises the enterprise scale of an enterprise to which the exclusive resource belongs;

the comparison module is used for comparing the enterprise scale with a preset enterprise scale and determining a target transaction matching type according to a comparison result;

and the matching management module is used for acquiring matching item information and matching logic corresponding to the target transaction matching type and performing matching management on the matching item information according to the matching logic.

According to an aspect of the present invention, there is provided a computer storage medium having a computer program stored thereon, the computer program, when executed by a processor, implementing a method of managing a transaction task as described in any one of the above.

According to an aspect of the present invention, there is provided an electronic apparatus including: a processor; and a memory for storing executable instructions of the processor; wherein the processor is configured to execute any one of the above methods for managing a transaction task via execution of the executable instructions.

In the method for managing the transaction task in the exemplary embodiment of the invention, the target transaction matching type corresponding to the transaction task is determined according to the comparison result of the enterprise scale of the enterprise to which the exclusive resource belongs and the preset enterprise scale, and the matching item information is managed according to the matching logic corresponding to the target transaction matching type. On one hand, under the condition of fully considering the enterprise scale difference, the corresponding transaction matching type is determined, different enterprises are allowed to have the corresponding transaction matching type under the same service type, and the influence of the enterprise scale on the transaction task management is avoided; on the other hand, matching item information and matching logic corresponding to the target transaction matching type are selected, and matching schemes are distinguished according to two aspects of matching content and rules, so that matching management of transaction tasks is more targeted and normalized, and the accuracy of transaction task matching is improved; on the other hand, the matched and managed transaction tasks do not need to be managed repeatedly, so that the subsequent service system can realize accurate service processing according to the management result, and the accuracy and efficiency of the whole service processing are improved.

It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive of the invention, as claimed.

Drawings

The above and other objects, features and advantages of exemplary embodiments of the present invention will become readily apparent from the following detailed description read in conjunction with the accompanying drawings. Several embodiments of the invention are illustrated by way of example, and not by way of limitation, in the figures of the accompanying drawings and in which:

FIG. 1 schematically illustrates a flow chart of a method of managing a closing task according to an exemplary embodiment of the present invention;

FIG. 2 schematically illustrates a flow chart for determining a target deal match type based on a comparison of business size to a preset business size under a single plan type, according to an exemplary embodiment of the invention;

FIG. 3 schematically illustrates a process flow diagram of a management system for a deal task according to an exemplary embodiment of the present invention;

FIG. 4 is a diagram schematically illustrating a structure of a management apparatus of a bargaining task according to an exemplary embodiment of the present invention;

FIG. 5 schematically shows a schematic view of a storage medium according to an exemplary embodiment of the present invention; and

fig. 6 schematically shows a block diagram of an electronic device according to an exemplary embodiment of the present invention.

In the drawings, the same or corresponding reference numerals indicate the same or corresponding parts.

Detailed Description

Exemplary embodiments will now be described more fully with reference to the accompanying drawings. The exemplary embodiments, however, may be embodied in many different forms and should not be construed as limited to the examples set forth herein; rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the concept of example embodiments to those skilled in the art. The same reference numerals in the drawings denote the same or similar structures, and thus their detailed description will be omitted.

Furthermore, the described features, structures, or characteristics may be combined in any suitable manner in one or more embodiments. In the following description, numerous specific details are provided to provide a thorough understanding of embodiments of the invention. One skilled in the relevant art will recognize, however, that the invention may be practiced without one or more of the specific details, or with other methods, components, devices, steps, and so forth. In other instances, well-known structures, methods, devices, implementations, or operations are not shown or described in detail to avoid obscuring aspects of the invention.

The block diagrams shown in the figures are functional entities only and do not necessarily correspond to physically separate entities. That is, these functional entities may be implemented in the form of software, or in one or more software-hardened modules, or in different networks and/or processor devices and/or microcontroller devices.

At present, there are many scenarios that require management of transaction tasks, such as matching management of transaction tasks in insurance industry, revenue and expenditure management in electronic commerce, business management of enterprises, and the like. Taking the enterprise annuity in the insurance industry as an example, according to the form of the enterprise annuity (including a single plan and a set plan), selecting a corresponding transaction task management scheme: and the single plan is subjected to matching management according to the form of a transaction report, and the aggregate plan is subjected to matching management according to the form of transaction details.

There are the following drawbacks in the related art: when the number of the subordinate enterprises of the enterprise is large, the matching management of the transaction tasks of each sub-enterprise cannot be accurately realized by a single plan, the matching of the transaction tasks is difficult, and the generation of unmatched items may be caused, so that the processing accuracy of the business is further caused, and meanwhile, the workload of manual checking is increased.

Based on this, in the exemplary embodiment of the present invention, a management method of a bargaining task is first provided. Fig. 1 shows a flow chart of a transaction task management method, and referring to fig. 1, the transaction task management method may include the following steps:

step S110: acquiring deal information corresponding to an exclusive resource set based on a preset purpose, wherein the deal information comprises the enterprise scale of an enterprise to which the exclusive resource belongs;

step S120: comparing the enterprise scale with a preset enterprise scale, and determining a target transaction matching type according to a comparison result;

step S130: and acquiring matching item information and matching logic corresponding to the target transaction matching type, and performing matching management on the matching item information according to the matching logic.

According to the method for managing the transaction tasks in the exemplary embodiment of the invention, on one hand, the corresponding transaction matching types are determined under the condition of fully considering the enterprise scale difference, different enterprises are allowed to have the corresponding transaction matching types under the same service type, and the influence of the enterprise scale on the management of the transaction tasks is avoided; on the other hand, matching item information and matching logic corresponding to the target transaction matching type are selected, and matching schemes are distinguished according to two aspects of matching content and rules, so that matching management of transaction tasks is more targeted and normalized, and the accuracy of transaction task matching is improved; on the other hand, the matched and managed transaction tasks do not need to be managed repeatedly, so that the subsequent service system can realize accurate service processing according to the management result, and the accuracy and efficiency of the overall service processing are improved.

The exclusive resource established based on the preset purpose is a resource established for a specific purpose and a drawing, such as insurance coverage, fund degree, enterprise annuity, and the like, and the management of the transaction tasks of the enterprise annuity is taken as an example, and the method for managing the transaction tasks in the exemplary embodiment of the present invention is further described with reference to fig. 1. For a better explanation of the invention, the words that relate to the use of the invention will first be explained:

the annual fund of the enterprise: the enterprise annuity is an endowment insurance form which is established for the enterprise and the employees thereof according to the national policy and the economic condition of the enterprise on the basis of legally participating in the basic endowment insurance and aims to improve the living level of the employees after retirement and supplement the basic endowment insurance of the country.

Matching and managing the transaction tasks: and matching the transaction information corresponding to the transaction task with the actual transaction information to ensure that the transaction information is consistent with the result information of the actual balance transaction.

The client: enterprises and employees thereof for establishing enterprise annuities.

The entrusted person: a corporate mortgage council for entrusted management of an enterprise annuity fund or a legal entrusted organization such as a pension management company conforming to national regulations.

Account management people: and the mechanism receives the consignee entrustment, establishes an account for the enterprise and the staff according to the planning rule provided by the consignee, records the payment and the investment operation income, calculates the treatment payment, provides services such as information inquiry and the like.

In step S110, deal information corresponding to an exclusive resource set based on a preset purpose is obtained, where the deal information includes an enterprise scale of an enterprise to which the exclusive resource belongs.

In an exemplary embodiment of the present invention, the exclusive resource established based on the preset purpose may be, for example, an enterprise annuity, and when the transaction of the enterprise annuity is completed, the deal information is subjected to matching management to verify whether the balance of the transaction is balanced. The deal information refers to the total deal information in each week, and the deal information includes but is not limited to the enterprise scale, enterprise level, pricing date, total combined transaction amount (including total purchase and total sale), transaction time, transaction mode and other transaction related information of the enterprise to which the annual fund belongs according to the difference of the account managers.

In step S120, the enterprise size is compared with a preset enterprise size, and a target deal matching type is determined according to the comparison result.

In an exemplary embodiment of the present invention, the size of the enterprise includes, but is not limited to, the number of subordinate sub-enterprises, the enterprise level, etc. corresponding to the enterprise. The preset enterprise scale is an enterprise scale value preset according to actual business management needs, and includes but is not limited to a preset sub-enterprise quantity threshold value, a preset enterprise level and the like. The deal matching type is a matching mode corresponding to exclusive resources set based on a preset purpose, wherein the enterprise annuity comprises two modes of matching according to sub-enterprises and matching according to the whole enterprise, the deal information is divided by the sub-enterprises according to the matching mode of the sub-enterprises, and the match management is respectively carried out on the sub-deal information corresponding to the sub-enterprises; when the enterprise is matched with the sub-enterprise, the sub-enterprises do not need to be divided, the sub-transaction information corresponding to the sub-enterprises does not need to be matched and managed, and only the total transaction information data of the enterprise is needed to be matched and managed.

In the exemplary embodiment of the present invention, since the type of the dedicated resource is directly determined as the deal matching type, before comparing the enterprise scale with the preset enterprise scale and determining the target deal matching type according to the comparison result, the type of the dedicated resource needs to be determined according to the deal information; types of proprietary resources include single plans and aggregate plans. Wherein, the system is singly designed to be the entrusted person to carry out entrusted management on the enterprise annuity fund delivered by the single client; the collective plan is a system in which the same consignee collectively performs consignment management on the annual amount of an enterprise to which a plurality of clients are delivered. If the type of the exclusive resource is the set plan, directly determining that the target transaction matching type is matched according to the whole enterprise; and when the type of the exclusive resource is a single plan, comparing the enterprise scale with a preset enterprise scale, and determining a target transaction matching type according to a comparison result.

FIG. 2 is a flow chart illustrating the determination of a target deal match type based on a comparison of business size to a predetermined business size for a single plan type, as shown in FIG. 2, the process comprising the steps of:

in step S210, the number of sub-enterprises is compared with a preset enterprise size value.

In an exemplary embodiment of the present invention, the number of sub-enterprises of the enterprise to which the annual fund belongs is compared with a preset enterprise size value, and the target transaction type is determined according to the comparison result, where the preset enterprise size value is a threshold value of the number of sub-enterprises, and of course, when the enterprise size is an enterprise level, the corresponding preset enterprise size may be a preset level value, and the present disclosure includes types limited to the enterprise size and the preset enterprise size described above.

In step S220, if the number of the sub-enterprises is greater than or equal to the preset enterprise specification value, it is determined that the target transaction matching type is sub-enterprise matching.

In an exemplary embodiment of the present invention, the preset enterprise size may be, for example, 10, 15, 20, and the like, and may be configured accordingly according to actual business requirements, which is not limited in this disclosure. Specifically, if the number of the sub-enterprises is greater than or equal to the preset enterprise specification value, the target transaction matching type is determined to be matching according to the sub-enterprises. The matching management work of the transaction tasks is respectively carried out on each sub-enterprise according to the sub-transaction information corresponding to the sub-enterprise according to the sub-enterprise matching, based on the matching management work, the transaction tasks corresponding to each sub-enterprise can be fully verified, and the problems that the transaction tasks of the enterprise are not comprehensively analyzed and the accuracy is poor due to the fact that the number of the sub-enterprises under the enterprise is too large are solved.

In step S230, if the number of the sub-enterprises is smaller than the preset enterprise specification value, it is determined that the target transaction matching type is matching according to the whole enterprise.

In an exemplary embodiment of the present invention, if the number of the sub-enterprises is less than the preset enterprise specification value, it is determined that the target deal matching type is an enterprise-specific overall matching. When the enterprise is matched integrally, matching management work of the transaction tasks is not needed to be carried out on each sub-enterprise according to the sub-transaction information corresponding to the sub-enterprise, but the management work of the transaction tasks is carried out on the enterprise from the whole transaction information of the enterprise.

In step S130, matching item information and matching logic corresponding to the target deal matching type are obtained, and matching management is performed on the matching item information according to the matching logic.

In the exemplary embodiment of the present invention, the matching item information is specific item information for performing deal matching management, including but not limited to deal details, deal summary information, and the like. When the target transaction matching type is matched according to the sub-enterprises, acquiring transaction detail corresponding to the transaction task as matching item information, wherein the transaction detail is specific to the sub-transaction detail information of each sub-enterprise, and the transaction detail information comprises but is not limited to buying, selling, sub-enterprise name, employer name and the like; and when the target transaction matching type is matched according to the whole enterprise, acquiring summarized data corresponding to the transaction tasks as matching item information, wherein the summarized data are transaction data of the whole enterprise and cannot be distinguished according to the sub-enterprises. It should be noted that, when the target transaction matching type is matching according to the sub-enterprise, it is required to determine that the pricing date corresponding to the matching item information matches the preset pricing date, otherwise, corresponding matching item information cannot be obtained, so that matching errors caused by misoperation are avoided, and invalid work is also avoided.

Further, after matching item information and matching logic corresponding to the target transaction matching type are obtained, matching management is performed on the matching item information according to the matching logic. Wherein the matching logic includes matching modes including, but not limited to, pre-matching, full matching, and confirmed matching. The pre-matching is to match the unmatched data in the transaction information with the corresponding matching item information, which is a partial matching work and can cancel the operation in the matching process; the complete matching is a process of matching all deal information with matching item information on the whole, and the canceling operation cannot be performed; and the step of confirming the matching is to perform a further confirmation process on the matched transaction information and the matched item information, check whether the unmatched condition exists or not, and confirm the matching until the transaction information of all the sub-enterprises is completely matched. Through the multistage matching process, the whole and the local matching can be considered, the matching management of the transaction tasks is fully completed, the information which needs to be matched and not matched is avoided, and the management accuracy of the transaction tasks can be improved.

In an optional embodiment, when the target matching type is matching according to sub-enterprises, the matching item information is subjected to pre-matching, complete matching and confirmation matching in sequence; in an optional embodiment, when the target matching type is matching according to the whole enterprise, the matching item information is subjected to pre-matching, confirmation matching and complete matching in sequence.

Fig. 3 shows a processing flow chart of the management system of the deal task, and the management of the deal task of the enterprise annuity is explained in detail in conjunction with fig. 3 as follows:

in step S310, after the transaction task is completed, a corresponding transaction task is generated, and the corresponding transaction summary information is obtained.

In step S320, it is determined whether the type of the dedicated resource in the transaction summary information is a single plan, and when the type of the dedicated resource is the single plan, according to step S3201, the target transaction type is determined by comparing the sub-enterprise number of the enterprise to which the dedicated resource belongs with a preset sub-enterprise number threshold, and according to the comparison result. In an optional embodiment, the system may automatically determine the target deal type according to a comparison result between the number of the sub-enterprises and a preset sub-enterprise number threshold, in an optional embodiment, the system may also determine the corresponding target deal type in response to an operation selection of a user, and in an optional embodiment, the system may also automatically determine the target deal type according to a comparison result between the number of the sub-enterprises and the preset sub-enterprise number threshold, and present the result to the user, so as to further determine the selection result in response to the operation selection of the user, thereby ensuring that the finally selected target deal matching type is most reasonable.

In step S3203, when it is determined that the target deal matching type is matching according to the sub-enterprise, further performing matching management on the deal information according to step S3204, specifically:

firstly, acquiring a transaction detail corresponding to the transaction task as matching item information, wherein a pricing date in the transaction detail is required to be ensured to be the same as a preset pricing date, otherwise, the transaction detail cannot be acquired; in an optional embodiment, the system may automatically obtain the transaction detail corresponding to the transaction task, in the optional embodiment, the transaction detail may also be obtained in response to an import operation of a user, and in the optional embodiment, the system active obtaining and the user confirmation may also be considered to further ensure that the correct and complete transaction detail is obtained;

then, the transaction detail of each sub-enterprise is sequentially subjected to pre-matching, complete matching and confirmation matching, and the specific process comprises the following steps: pre-matching, namely performing matching operation on unmatched information in the transaction information and transaction details one by one for each sub-enterprise, in the process, canceling the pre-matching result in response to the canceling operation of a user, and performing re-matching on the cancelled data so as to avoid matching errors caused by misoperation; matching completely, matching all deal information with the deal detail, configuring matched deal information as matched, and prompting a user as a matched identifier to avoid repeated work; and confirming matching, namely further confirming the matched transaction information and transaction details, checking whether unmatched items exist, confirming matching after the transaction tasks of all the sub-enterprises are matched, and storing a matching result so as to facilitate the continuous promotion of follow-up work.

By taking the transaction detail as matching item information, the matching management of the transaction tasks is carried out on the single planned annuity, the matching process is further refined to each sub-enterprise, the condition that the transaction information of a certain sub-enterprise is omitted can be avoided, and the accuracy of the matching of the transaction tasks is improved; meanwhile, the matched and managed transaction tasks do not need to be managed manually and repeatedly, so that the subsequent service system can realize accurate service processing according to the management result, and the accuracy and efficiency of the whole service processing are improved.

When the target transaction matching type is determined to be matched according to the whole enterprise, matching management is further performed on transaction information according to the step S3205, in the step S3205, firstly, summary data corresponding to the transaction tasks are obtained as matching item information, in an optional embodiment, the summary data corresponding to the transaction tasks at this time can be automatically obtained by the system, in an optional embodiment, the summary data can also be obtained in response to the import operation of the user, in an optional embodiment, the system can also give consideration to active obtaining and user confirmation, for example, the system can firstly actively obtain the summary data corresponding to the transaction tasks at this time, display the summary data, and then confirm the summary data by the user, so that the correct and complete summary data can be obtained while the workload of the user is reduced. Then, the summary data is sequentially pre-matched, confirmed matched and completely matched, when matching is performed according to the whole enterprise, matching of transaction information of each sub-enterprise is not needed, matching management is only needed to be performed on the whole enterprise data, and unless the matching sequence and the matching item information are different, the specific matching process is consistent with that in the step S3204, which is not repeated herein. When the number of subordinate sub-enterprises of the enterprise is small, the enterprise is subjected to overall transaction information matching management, so that the matching items are few, the matching workload is low, and the matching efficiency of the transaction tasks is improved.

It should be noted that, in the above steps, when the type of the dedicated resource is a single plan, and when the type of the dedicated resource is an aggregate plan, it is directly determined that the target transaction matching type corresponding to the current transaction task is matched according to the whole enterprise, but since the aggregate plan refers to a system in which the same consignee delivers the annual funds of enterprises to which a plurality of clients are centrally managed, when the type of the dedicated resource is an aggregate plan, the matching item information is not summary information, but transaction details, specifically to each client; the specific matching sequence is consistent with the type of the exclusive resource in the single plan according to the whole enterprise matching, and is also pre-matching, confirmation matching and complete matching, which is not described in detail in the present disclosure.

It should be noted that fig. 3 is an exemplary illustration of the management of the transaction tasks when the business scenario is the annual fund of the enterprise, and the present disclosure is also applicable to other application scenarios that need to perform matching of the transaction tasks, and includes but is not limited to the application scenarios described above.

In conclusion, the corresponding transaction matching types are determined by fully considering the enterprise scale difference, so that different enterprises are allowed to have the corresponding transaction matching types under the same service type, and the influence of the enterprise scale on the transaction task management is avoided; meanwhile, matching item information and matching logic corresponding to the target transaction matching type are selected, and matching schemes are distinguished according to two aspects of matching content and rules, so that matching management of transaction tasks is more targeted and normalized, and the accuracy of transaction task matching is improved; in addition, the matched and managed transaction tasks are not required to be managed manually and repeatedly, the manual workload is reduced, meanwhile, the risk of manual checking is avoided, the subsequent business system can realize accurate business processing according to the management result, and the accuracy and efficiency of the overall business processing are improved.

In addition, in the exemplary embodiment of the present invention, a management apparatus for a transaction task is further provided, which may be used to execute the above management method for a transaction task of the present invention.

Referring to fig. 4, the management apparatus 400 for the transaction task may include an obtaining module 410, a comparing module 420, and a matching management module 430. In particular, the amount of the solvent to be used,

an obtaining module 410, configured to obtain deal information corresponding to an exclusive resource set based on a preset purpose, where the deal information includes an enterprise scale of an enterprise to which the exclusive resource belongs;

a comparison module 420, configured to compare the enterprise scale with a preset enterprise scale, and determine a target deal matching type according to a comparison result;

and the matching management module 430 is configured to obtain matching item information and matching logic corresponding to the target transaction matching type, and perform matching management on the matching item information according to the matching logic.

In an exemplary embodiment of the invention, the enterprise size includes a number of sub-enterprises corresponding to the enterprise; the comparison module may further include:

the comparison unit is used for comparing the number of the sub-enterprises with a preset enterprise scale value;

the first determining unit is used for determining that the target transaction matching type is matched according to the sub-enterprises when the number of the sub-enterprises is larger than or equal to the preset enterprise specification value;

and the second determining unit is used for determining that the target transaction matching type is matched according to the whole enterprise when the number of the sub-enterprises is smaller than the preset enterprise scale value.

In an exemplary embodiment of the present invention, the apparatus further includes a determining module, configured to determine that the pricing date corresponding to the matching item information matches a preset pricing date when the target deal matching type is sub-enterprise matching.

In an exemplary embodiment of the present invention, the matching management module may include:

the information acquisition unit is used for acquiring a transaction detail corresponding to the transaction task as the matching item information when the target transaction matching type is matching according to the sub-enterprises;

the data acquisition unit is used for acquiring total transaction data corresponding to the transaction task as the matching item information when the target transaction matching type is matched according to the whole enterprise; wherein the transaction detail comprises sub transaction detail corresponding to the sub enterprise.

the matching management module may further include:

the first matching processing unit is used for sequentially carrying out the pre-matching, the complete matching and the confirmation matching on the matching item information when the target transaction matching type is matching according to sub-enterprises;

and the second matching processing unit is used for sequentially carrying out the pre-matching, the confirmation matching and the complete matching on the matching item information when the target transaction matching type is the enterprise-based overall matching.

In an exemplary embodiment of the invention, the deal information comprises a type of the exclusive resource; the comparison module may further include a first resource type determination unit configured to determine that the type of the dedicated resource is a single plan type.

In an exemplary embodiment of the present invention, the comparison module may further include a second resource type determination unit, configured to determine that the target deal matching type is an enterprise-specific overall matching if the type of the dedicated resource is an aggregation plan type.

Since each functional module of the management apparatus for a transaction task according to the exemplary embodiment of the present invention is the same as that in the embodiment of the present invention of the management method for a transaction task, it is not described herein again.

It should be noted that although in the above detailed description several modules or units of the management device of the bargaining task are mentioned, this division is not mandatory. Indeed, the features and functionality of two or more modules or units described above may be embodied in one module or unit according to embodiments of the invention. Conversely, the features and functions of one module or unit described above may be further divided into embodiments by a plurality of modules or units.

Further, in an exemplary embodiment of the present invention, there is also provided a computer storage medium capable of implementing the above-described method. On which a program product capable of implementing the above-described method of the present specification is stored. In some possible embodiments, aspects of the invention may also be implemented in the form of a program product comprising program code means for causing a terminal device to carry out the steps according to various exemplary embodiments of the invention described in the above-mentioned "exemplary methods" section of the present description, when said program product is run on the terminal device.

Referring to fig. 5, a program product 500 for implementing the above method according to an exemplary embodiment of the present invention is described, which may employ a portable compact disc read only memory (CD-ROM) and include program code, and may be run on a terminal device, such as a personal computer. However, the program product of the present invention is not limited in this regard and, in the present document, a readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device.

The program product may employ any combination of one or more readable media. The readable medium may be a readable signal medium or a readable storage medium. A readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination of the foregoing. More specific examples (a non-exhaustive list) of the readable storage medium include: an electrical connection having one or more wires, a portable disk, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing.

A computer readable signal medium may include a propagated data signal with readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated data signal may take many forms, including, but not limited to, electro-magnetic, optical, or any suitable combination thereof. A readable signal medium may also be any readable medium that is not a readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device.

Program code embodied on a readable medium may be transmitted using any appropriate medium, including but not limited to wireless, wireline, optical fiber cable, RF, etc., or any suitable combination of the foregoing.

Program code for carrying out operations for aspects of the present invention may be written in any combination of one or more programming languages, including an object oriented programming language such as Java, C + + or the like and conventional procedural programming languages, such as the "C" programming language or similar programming languages. The program code may execute entirely on the user's computing device, partly on the user's device, as a stand-alone software package, partly on the user's computing device and partly on a remote computing device, or entirely on the remote computing device or server. In the case of a remote computing device, the remote computing device may be connected to the user computing device through any kind of network, including a Local Area Network (LAN) or a Wide Area Network (WAN), or may be connected to an external computing device (e.g., through the internet using an internet service provider).

In addition, in an exemplary embodiment of the present invention, an electronic device capable of implementing the above method is also provided. As will be appreciated by one skilled in the art, aspects of the present invention may be embodied as a system, method or program product. Thus, various aspects of the invention may be embodied in the form of: an entirely hardware embodiment, an entirely software embodiment (including firmware, microcode, etc.) or an embodiment combining hardware and software aspects that may all generally be referred to herein as a "circuit," module "or" system.

An electronic device 600 according to such an embodiment of the invention is described below with reference to fig. 6. The electronic device 600 shown in fig. 6 is only an example, and should not bring any limitation to the functions and the scope of use of the embodiments of the present invention.

As shown in fig. 6, the electronic device 600 is embodied in the form of a general purpose computing device. The components of the electronic device 600 may include, but are not limited to: the at least one processing unit 610, the at least one memory unit 620, a bus 630 connecting different system components (including the memory unit 620 and the processing unit 610), and a display unit 640.

Wherein the storage unit stores program code that is executable by the processing unit 610 such that the processing unit 610 performs the steps according to various exemplary embodiments of the present invention as described in the above section "exemplary method" of the present specification.

The storage unit 620 may include readable media in the form of volatile memory units, such as a random access memory unit (RAM)6201 and/or a cache memory unit 6202, and may further include a read-only memory unit (ROM) 6203.

The memory unit 620 may also include a program/utility 6204 having a set (at least one) of program modules 6205, such program modules 6205 including, but not limited to: an operating system, one or more application programs, other program modules, and program data, each of which, or some combination thereof, may comprise an implementation of a network environment.

Bus 630 may be one or more of several types of bus structures, including a memory unit bus or memory unit controller, a peripheral bus, an accelerated graphics port, a processing unit, or a local bus using any of a variety of bus architectures.

The electronic device 600 may also communicate with one or more external devices 700 (e.g., keyboard, pointing device, bluetooth device, etc.), with one or more devices that enable a user to interact with the electronic device 600, and/or with any devices (e.g., router, modem, etc.) that enable the electronic device 600 to communicate with one or more other computing devices. Such communication may occur via an input/output (I/O) interface 650. Also, the electronic device 600 may communicate with one or more networks (e.g., a Local Area Network (LAN), a Wide Area Network (WAN), and/or a public network such as the Internet) via the network adapter 660. As shown, the network adapter 660 communicates with the other modules of the electronic device 600 over the bus 630. It should be appreciated that although not shown in the figures, other hardware and/or software modules may be used in conjunction with the electronic device 600, including but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data backup storage systems, among others.

Through the above description of the embodiments, those skilled in the art will readily understand that the exemplary embodiments described herein may be implemented by software, or by software in combination with necessary hardware. Therefore, the technical solution according to the embodiment of the present invention can be embodied in the form of a software product, which can be stored in a non-volatile storage medium (which can be a CD-ROM, a usb disk, a removable hard disk, etc.) or on a network, and includes several instructions to make a computing device (which can be a personal computer, a server, a terminal device, or a network device, etc.) execute the method according to the embodiment of the present invention.

Furthermore, the above-described figures are merely schematic illustrations of processes involved in methods according to exemplary embodiments of the invention, and are not intended to be limiting. It will be readily understood that the processes shown in the above figures are not intended to indicate or limit the chronological order of the processes. In addition, it is also readily understood that these processes may be performed synchronously or asynchronously, e.g., in multiple modules.

Other embodiments of the invention will be apparent to those skilled in the art from consideration of the specification and practice of the invention disclosed herein. This invention is intended to cover any variations, uses, or adaptations of the invention following, in general, the principles of the invention and including such departures from the present disclosure as come within known or customary practice within the art to which the invention pertains. It is intended that the specification and examples be considered as exemplary only, with a true scope and spirit of the invention being indicated by the following claims.

It will be understood that the invention is not limited to the precise arrangements described above and shown in the drawings and that various modifications and changes may be made without departing from the scope thereof. The scope of the invention is only limited by the appended claims.

Claims

1. A method for managing a transaction task is characterized by comprising the following steps:

acquiring deal information corresponding to an exclusive resource set based on a preset purpose, wherein the deal information comprises the enterprise scale of an enterprise to which the exclusive resource belongs;

comparing the enterprise scale with a preset enterprise scale, and determining a target transaction matching type according to a comparison result;

2. The method for managing transaction tasks according to claim 1, wherein the size of the enterprise comprises the number of sub-enterprises corresponding to the enterprise; the step of comparing the enterprise scale with a preset enterprise scale and determining a target transaction matching type according to a comparison result comprises the following steps:

comparing the number of sub-enterprises with a preset enterprise scale value;

if the number of the sub-enterprises is larger than or equal to the preset enterprise specification value, determining that the target transaction matching type is matched according to the sub-enterprises;

3. The method for managing delivery tasks according to claim 2, wherein when the target delivery matching type is sub-enterprise matching, before the obtaining of the matching item information and the matching logic corresponding to the target delivery matching type, the method further comprises:

4. The method for managing a deal task according to claim 2, wherein the acquiring matching item information and matching logic corresponding to the target deal matching type includes:

when the target transaction matching type is matched according to the whole enterprise, acquiring summarized data corresponding to the transaction task as the matching item information;

wherein the transaction detail comprises sub transaction detail corresponding to the sub enterprise.

5. The method of claim 2, wherein the matching logic comprises matching modes, the matching modes comprising pre-matching, full matching, and confirmed matching.

6. The method for managing transaction tasks according to claim 5, wherein the matching logic includes a matching sequence of each matching manner; the matching management of the matching item information according to the matching logic includes:

7. The method for managing a transaction task according to any one of claims 1 to 6, wherein the transaction information includes a type of the exclusive resource;

determining the type of the dedicated resource as a single plan type.

8. An apparatus for managing a transaction task, the apparatus comprising:

9. A storage medium having stored thereon a computer program which, when executed by a processor, implements a method of managing a transaction task according to any one of claims 1 to 7.

10. An electronic device, comprising:

a processor; and

a memory for storing executable instructions of the processor;

wherein the processor is configured to perform the method of managing a transaction task of any one of claims 1 to 7 via execution of the executable instructions.