CN110852710A - Method, system, medium and electronic device for configuring annuity service audit docking mode - Google Patents
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Abstract
The embodiment of the invention provides a method, a system, a medium and electronic equipment for configuring annuity business audit and docking modes, which automatically set the audit and docking modes of annuity business types associated with the dimension values of all dimensions through the dynamic combination of a plurality of audit and docking modes and a plurality of configuration dimensions with different priorities, and set corresponding audit objects and accounting bank objects for business forms of the annuity business types according to the audit and docking modes set for each annuity business type. The technical scheme of the embodiment of the invention realizes flexible configuration and management of auditing and docking modes of different account management lines, different annuity plans and even different service types, can adapt to the continuous updating and adjustment of auditing processes and docking processes with the account management lines of a entrusted organization, improves auditing and bookkeeping efficiency, and reduces the maintenance and updating tasks of entrusted system managers.
Description
Technical Field
The present invention relates to data processing technologies, and in particular, to a method, a system, a device, and a medium for annuity service auditing.
Background
Enterprise annuity business operations often involve the following three-party organization: enterprises, trusted agencies, and accounting lines. The legal organization accepting the enterprise entrusts to manage the annual fund of the enterprise is mainly responsible for selecting, supervising and replacing account management lines for the enterprise, collecting payment of employees and the enterprise, carrying out treatment payment and the like. The account management line is a professional organization which receives the entrustment of the entrusted organization and is responsible for managing the annual fund account of the enterprise and carrying out the account keeping. The entrusted organization is a core link in annual fund service operation and often requires communication and cooperation with a plurality of organizations, which provides severe examination for the business process management of the entrusted organization and the business proficiency and strain capacity of personnel.
Taking the auditing process of various documents in the annuity business as an example, the auditing requirements of different enterprises for the annuity plans in the entrusted organization may be different, and different auditing flows may also be adopted by different account management lines connected with the entrusted organization. With the increase of the business volume, the problems of wrong sending or redundant sending, repeated auditing, incorrect docking with an account management line auditing mechanism and the like of the document to be audited often occur in the auditing process. Therefore, a method and a system for automatically and effectively managing the annual fund service auditing and docking processes of a trusted organization are needed.
Disclosure of Invention
Therefore, an object of the embodiments of the present invention is to provide a method, a system, a medium, and an electronic device for configuring an annuity service audit docking mode, which flexibly configure and manage an annuity service audit docking procedure of a trusted organization.
The above purpose is realized by the following technical scheme:
according to a first aspect of the embodiments of the present invention, there is provided a method for configuring an annuity service audit docking mode, including: providing, by a user interface, a plurality of audit docking modes and a plurality of configuration dimensions having different priorities, the plurality of configuration dimensions including at least a first dimension and a second dimension, each configuration dimension including one or more dimension values; automatically setting an audit docking mode for the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode in response to the selection of one of the dimension values for the first dimension and the selection of one of the plurality of audit docking modes; responsive to selection of one of the dimension values for the second dimension and selection of one of the plurality of audit docking modes, associating the selected audit docking mode to the selected dimension value for the second dimension; automatically setting an audit docking mode of the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension to an audit docking mode associated with the dimension value of the dimension with the higher priority based on the comparison of the priority of the second dimension with the priority of the first dimension; and setting a corresponding auditing object and an accounting line object for the business form of each annuity business type according to the auditing and docking mode set for each annuity business type.
In some embodiments of the invention, the first dimension may be an account row dimension, and the annuity business types associated with an account row include all business types in all annuity plans interfaced with the selected account row; the second dimension may be an annuity plan dimension, with the annuity business types associated with the annuity plan including all business types in the selected annuity plan.
In some embodiments of the present invention, the plurality of configuration dimensions further includes a third dimension, which may be a business type dimension, and the annuity business type associated with a business type refers to the particular business type selected.
In some embodiments of the present invention, the configuration of the audit docking mode may be performed starting from a configuration dimension with a lowest priority among the plurality of configuration dimensions in order of a lower priority.
In some embodiments of the invention, wherein the third dimension is higher priority than the second dimension, the second dimension is higher priority than the first dimension.
In some embodiments of the invention, the plurality of audit docking modes includes at least the following modes: 1) the general company of the entrusted organization checks and connects with the general company of the account administration line; 2) the method comprises the following steps of (1) auditing by a general company of a trusted organization, and connecting accounts and management lines to branch companies; 3) the entrusted organization divides the company to check, and the general company of the account administration line is connected; 4) and (5) auditing by the entrusted organization branch company, and connecting the branch company of the account management line.
According to a second aspect of the embodiments of the present invention, there is also provided a system for configuring an annuity service audit docking mode, including a configuration interface module, a mode setting module, and an object setting module. The configuration interface module is used for providing a plurality of auditing and docking modes and a plurality of configuration dimensions with different priorities, wherein the configuration dimensions at least comprise a first dimension and a second dimension, and each configuration dimension comprises one or more dimension values. The mode setting module is configured to automatically set an audit docking mode for the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode in response to selection of one of the dimension values of the first dimension and selection of one of the plurality of audit docking modes, to associate the selected audit docking mode to the selected dimension value of the second dimension in response to selection of one of the dimension values of the second dimension and selection of one of the plurality of audit docking modes, and to automatically set an audit docking mode for the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension to the audit docking mode associated with the dimension value of the dimension with the highest priority based on a comparison of the priority of the second dimension to the priority of the first dimension. And the object setting module is used for setting corresponding auditing objects and accounting management line objects for the business form of each annuity business type according to the auditing and docking mode set for each annuity business type.
In some embodiments of the invention, the plurality of configuration dimensions may further include a third dimension, the first dimension being an account row dimension, the annuity business types associated with an account row including all business types in all annuity plans interfaced with the selected account row; the second dimension is an annuity plan dimension, and the annuity business types associated with the annuity plan comprise all business types in the selected annuity plan; the third dimension is a service type dimension, and the annuity service type associated with the service type refers to the selected specific service type; wherein the priority of the third dimension is greater than the priority of the second dimension, which is greater than the priority of the first dimension.
According to a third aspect of embodiments of the present invention, there is provided a computer-readable storage medium having stored thereon a computer program which, when executed, implements the method as described in the first aspect of the embodiments above.
According to a fourth aspect of embodiments of the present invention, there is provided an electronic device comprising a processor and a memory, wherein the memory is configured to store executable instructions; the processor is configured to implement the method as described in the first aspect of the embodiments above via execution of the executable instructions.
The technical scheme provided by the embodiment of the invention has the following beneficial effects that:
the technical scheme of the embodiment of the invention realizes the flexible configuration of the annual fund service type auditing and docking modes through the flexible combination of the configuration dimensions with different priorities and different auditing and docking modes, can adapt to the continuous updating and adjustment of the auditing process and the docking process with an account management line of a trusted organization, improves the auditing and bookkeeping efficiency, can better support the operation of the annual fund service, and simultaneously reduces the maintenance and updating tasks of the trusted system manager.
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 accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the invention and together with the description, serve to explain the principles of the invention. It is obvious that the drawings in the following description are only some embodiments of the invention, and that for a person skilled in the art, other drawings can be derived from them without inventive effort.
In the drawings:
fig. 1 is a schematic flow chart of a conventional annuity service auditing method.
FIG. 2 shows a flow diagram of a method for configuring annuity service audit docking modes, according to one embodiment of the invention.
Fig. 3(a) - (c) show configuration scenario diagrams of a method for configuring annuity service audit docking modes according to one embodiment of the invention.
Fig. 4 shows a schematic structural diagram of a system for configuring an annuity service audit docking mode according to one embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is further described in detail by embodiments with reference to the accompanying drawings. It is to be understood that the embodiments described are only a few embodiments of the present invention, and not all embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
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 methods, devices, implementations or operations have not been 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. I.e. these functional entities may be implemented in the form of software, or in one or more hardware modules or integrated circuits, or in different networks and/or processor means and/or microcontroller means.
The flow charts shown in the drawings are merely illustrative and do not necessarily include all of the contents and operations/steps, nor do they necessarily have to be performed in the order described. For example, some operations/steps may be decomposed, and some operations/steps may be combined or partially combined, so that the actual execution sequence may be changed according to the actual situation.
As mentioned in the background section, three-party institutions often involved in enterprise annuity operations include enterprises, trusted institutions, and accounting lines. The organization architecture of a trusted authority typically includes a head office and branch offices that are set according to provinces. Likewise, rows of accounts also typically employ a similar organizational structure. When a company selects a trusted authority to manage its annuity business, the related business can be handled through the branch company of the trusted authority nearby. Fig. 1 shows a flow diagram of an existing annuity business auditing method. A subsidiary company of the entrusted organization receives the annuity business sheet submitted by the enterprise, and a business operator of the subsidiary company initiates a business application and submits a related form in an entrusted system. Typically, annuity services are up to twenty types of services, such as initially establishing annuity plans for businesses, paying for businesses, handling payment pickup businesses for employees of businesses, and so forth. The staff of the branch business auditing post audits the business in aspects of laws and regulations and the like, and then submits the business to the head office for auditing. After the staff of the general company business auditing post passes the business auditing, the business application and the related form data are sent to the general company of the corresponding account administration bank, and mails, short messages and the like are also pushed to the related staff of the general company business handling post of the account administration bank. The staff of the general company business acceptance post of the account administration bank synchronously initiates accounting for the business in the account management system, and if the received data is found to have any places with questions, the staff needs to communicate with the staff related to the general company business audit post until the questions are resolved. And after the accounting row finishes the accounting operation, the head company of the accounting row feeds back the accounting operation to the head company management staff of the entrusted institution.
However, as the annual fund traffic of each branch company increases, the traffic of the entrusted organization head office which needs to be audited and processed increases sharply; moreover, the number of the account management lines cooperatively docked with the entrusted organization head office is continuously increased, and some account management lines do not adopt a mode of unified cooperative docking of the head office, but can be independently docked with the entrusted organization by each branch office, which directly causes that the entrusted organization head office needs to directly dock some account management line with dozens of branch offices, which also causes the rapid increase of the workload of the head office. In addition, various annuity plans and related business types are emerging continuously, different auditing modes are often adopted in the entrusted organization aiming at different annuity plans or business types, and the docking modes with different account management lines are also updated and changed frequently. This brings heavy and complicated maintenance and update tasks to the managers of the trusted system, and problems such as sending the document to be checked to an incorrect object or redundant sending, repeated checking, incorrect docking with the audit organization of the account administration line, and the like easily occur in the audit process due to configuration errors or untimely update of configuration.
Fig. 2 presents a flowchart representation of a method for configuring annuity service audit docking modes, in accordance with an embodiment of the present invention. In summary, the method mainly comprises: step S201) providing a plurality of auditing docking modes and a plurality of configuration dimensions with different priorities through a user interface, wherein the plurality of configuration dimensions at least comprise a first dimension and a second dimension, and each configuration dimension comprises one or more dimension values; step S202) in response to the selection of one of the dimension values of the first dimension and the selection of one of the plurality of audit docking modes, automatically setting the audit docking mode of the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode; step S203) in response to a selection of one of the dimension values of the second dimension and a selection of one of the plurality of audit docking modes, associating the selected audit docking mode to the selected dimension value of the second dimension; in step S204), based on the comparison of the priority of the second dimension with the priority of the first dimension, automatically setting the audit docking mode of the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension to the audit docking mode associated with the dimension value of the dimension with the higher priority; step S205) according to the auditing and docking mode set for each annuity business type, setting a corresponding auditing object and an accounting line object for the business form of the annuity business type. The execution subject of the method may be the server or any one or more computing devices and combinations thereof for conducting the configuration of the annuity business audit docking mode.
More specifically, in step S201) a plurality of audit docking modes and a plurality of configuration dimensions with different priorities are provided through the user interface. Wherein the audit docking mode comprises at least a combination of two or more of the following modes: 1) the general company of the entrusted organization checks and connects with the general company of the account administration line; after all the business forms need to be audited by the head companies of the support mechanism, the business forms are directly butted or transmitted to the head companies of the account management line for processing; 2) the method comprises the following steps of (1) auditing by a general company of a trusted organization, and connecting accounts and management lines to branch companies; after all the business forms need to be audited by a main company of the support mechanism, the business forms are directly butted or transmitted to corresponding branch companies of an account management line for processing; 3) the entrusted organization divides the company to check, and the general company of the account administration line is connected; after all the business forms need to be audited by corresponding branch companies of the entrusted organization, the business forms are directly butted or transmitted to a head company of an account management line for processing; 4) the entrusted organization divides the company to check, and connects the branch company of the account management bank; that is, after all the business forms need to be audited by the corresponding branch companies of the entrusted organization, the business forms are directly butted or transmitted to the corresponding branch companies of the account management line for processing. Considering that in the annual fund business operation, different account lines may be docked by the same annual fund plan, the same account line may serve for billing of multiple annual fund plans, and the same annual fund plan generally includes multiple business types, in this embodiment, the auditing docking modes of different account lines, different annual fund plans, and even different business types are flexibly configured and managed by division and setting based on multiple configuration dimensions with different priorities. Wherein the plurality of configuration dimensions comprises at least a combination of two or more of the following configuration dimensions: an account row dimension, an annuity plan dimension, and a business type dimension. In one embodiment, the business type dimension has the highest priority, the annuity plan dimension has the second priority, and the account row dimension has the lowest priority. Each configuration dimension may include one or more dimension values, e.g., an account row dimension includes one or more specific account rows, an annuity plan dimension includes one or more specific annuity plans, and a business type dimension includes one or more specific business types. The audit docking mode and configuration dimensions described above may be provided to a user through a form of user interface such as a page, graphical interactive interface, configuration file, or the like, to perform configuration of the audit docking mode. It should be understood that the above-mentioned audit docking mode and configuration dimension are only for illustration and not for any limitation, and those skilled in the art can cancel, modify or add the relevant audit docking mode or configuration dimension according to the actual requirement or mechanism adjustment, without affecting the essence of the method for configuring the audit docking mode according to the embodiment of the present invention.
In step S202), in response to the selection of one of the dimension values of the first dimension and the selection of one of the plurality of audit docking modes, automatically setting the audit docking mode for the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode. When configuration is performed, one configuration dimension can be selected from a plurality of configuration dimensions through a user interface, and meanwhile, which audit docking mode is set for the configuration dimension is selected. For example, when the configuration dimension and the audit docking mode are presented in the form of a drop-down list or an option in a webpage, a user may select a specific dimension value in a certain configuration dimension and set an audit corresponding mode for the specific dimension value by clicking the drop-down list or clicking an option.
In one embodiment, a user may arbitrarily select one of the configuration dimensions for configuration. Assuming that the bank B under the dimension of the account management line is selected by the user and the simultaneously selected auditing and docking mode is 'auditing by the general company of the entrusted organization and docking to the branch company of the account management line', the auditing and docking modes of all business types under all annuity plans docked with the bank B in the entrusted system are automatically set to 'auditing by the general company of the entrusted organization and docking to the branch company of the account management line' in response to the selection. Assuming that the user selects the annuity plan I in the annuity plan dimension and the selected audit docking mode is "audit by the entrusted institution head office, docking the account administration line branch", the audit docking modes of all the business types under the annuity plan I in the entrusted system are automatically set to "audit by the entrusted institution head office, docking the account administration line branch" in response to the selection, regardless of which bank the account administration line docked with the annuity plan I is. Assuming that the user selects the service type a in the service type dimension, such as adding a new person, handling a payment or a payment service, and the selected auditing and docking mode is "auditing by the entrusted organization head office, docking an account and management line branch office", in response to the selection, the auditing and docking mode of the service type a in each annuity plan in the entrusted system is automatically set to "auditing by the entrusted organization head office, docking the account and management line branch office", without considering which annuity plan the service type a belongs to and which account and management line the annuity plan docks.
In yet another embodiment, a user may configure two or more of the plurality of configuration dimensions. In order to distinguish the precedence order of the configuration dimensions selected by the user, the configuration dimensions selected by the user for the first time are represented by a first dimension, the configuration dimensions selected by the user for the second time are represented by a second dimension, and the like. When the annuity service type ranges corresponding to the selected configuration dimensions overlap, the auditing and docking modes of the corresponding service types are set based on the auditing and docking modes corresponding to the configuration dimensions with high priority (details will be described later). For convenience of description, the account row dimension is taken as a first dimension, the annuity plan dimension is taken as a second dimension, and the business type dimension is taken as a third dimension, which is the highest priority, and the second dimension is the lowest priority and the first dimension is the lowest priority.
In step S203) in response to a selection of one of the dimension values of the second dimension and a selection of one of the plurality of audit docking modes, associating the selected audit docking mode to the selected dimension value of the second dimension. As in the above-mentioned example, what is selected to be configured in step S202) is that the first dimension is an account management line dimension, for example, the audit docking mode configured for "bank B" in this dimension is "audit by entrusted agency head office, docking account management line branch". Then, in step S203), the "annuity plan I" and the audit docking mode "are selected from the annuity plan dimensions through the user interface, and the audit docking mode" is checked by the entrusted organization branch company and is docked to the account management branch company "is set to" the audit docking mode associated with the "annuity plan I" is checked by the entrusted organization branch company and is docked to the account management branch company ". At this time, all the business types of all the annuity plans docked by "bank B" that are automatically set in step S202) and all the business types of the annuity plan I selected in step S203) that are to be subjected to the relevant mode setting come back to overlap, that is, all the business types of "annuity plan I" docked by "bank B". Obviously, the service type in the overlapping range may undergo repeated setting of the auditing and docking modes twice, and at this time, the next step S204) needs to be executed to determine the auditing and docking mode of the service type by comparing the priorities of the configuration dimensions.
With continued reference to fig. 2, at step S204) an audit docking mode for the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension is automatically set to an audit docking mode associated with the dimension value of the dimension with the higher priority based on a comparison of the priority of the second dimension with the priority of the first dimension. For example, when it is determined that the priority of the second dimension is less than the priority of the first dimension, the audit docking mode for only the annuity business type associated with the dimension value of the second dimension is automatically set to the audit docking mode associated with the dimension value of the second dimension, while for the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension, its audit docking mode remains the last set audit docking mode associated with the dimension value of the first dimension. When the priority of the second dimension is determined to be larger than the priority of the first dimension, automatically setting the auditing and docking modes of all annuity business types associated with the dimension value of the second dimension to the auditing and docking mode associated with the dimension value of the second dimension. Still taking the above-mentioned example as an example, the first dimension is the account management line dimension, the second dimension is the annuity plan dimension, and the priority of the second dimension is greater than the priority of the first dimension, so the audit docking mode of all the business types of the annuity plan I docked with the "bank B" is automatically set or changed from "being audited by the entrusted organization affiliate" to "being audited by the entrusted organization affiliate, docking the account management line affiliate", that is, the audit docking mode associated with the second dimension.
And in step S205), according to the auditing and docking mode set for each annuity business type, setting a corresponding auditing object and an accounting line object for the business form of the annuity business type. Corresponding audit objects and accounting row objects can be extracted according to preset rules and/or querying preset audit object tables and accounting row object tables based on the audit docking mode and data in the corresponding business form. The auditing and docking mode of all the service types of the annuity plan I still continuing the ' bank B ' docking is set as ' auditing by the entrusted organization branch company and docking the account management branch company ', for example, if the ' annuity plan I ' service form is generated by the Wuhan branch company of the entrusted organization, local auditing is locally generated according to the auditing rule preset for the auditing and docking mode, and the account management line is docked nearby ', the auditing object of the service form can be determined to be still the Wuhan branch company of the entrusted organization, and the account management line object is the Wuhan branch company of the account management line. Interface modes such as addresses or mailboxes corresponding to business audit posts of Wuhan branch companies can be found from an audit object table of a trusted organization, so that the business form can be sent to the audit object. Meanwhile, interface modes such as addresses or mailboxes and the like corresponding to the business acceptance posts of the martian branch company of the account and administration line can be found from the object table of the account and administration line, so that the entrusted organization branch company can be directly sent to the butted martian branch company of the account and administration line after local audit is finished.
The technical scheme of the embodiment realizes flexible configuration and management of audit docking modes of different account management lines, different annuity plans and even different service types through dynamic combination of multiple audit docking modes and multiple configuration dimensions of different priorities, reduces the updating and maintenance tasks of system managers, can meet the requirements of continuous updating of annuity plans and service types and continuous change of docking modes of trusted organizations and account management lines, and has good expandability.
In yet another embodiment, the configuration of the audit docking mode may also be performed starting from the configuration dimension with the lowest priority among the plurality of configuration dimensions in order of the priority from low to high. For example, the configuration may be performed in order of an account line dimension, an annuity plan dimension, and a business type dimension. As shown in fig. 3(a), the audit docking mode of "bank B" in the dimension of the account management line is set to "audit by the entrusted organization branch company and docking the account management line branch company", then all the service types under all annuity plans docked with the bank B in the entrusted system are automatically set to adopt the audit docking mode "audit by the entrusted organization branch company and docking the account management line branch company", and all the service forms meeting the above conditions are automatically sent to the corresponding branch company service acceptance post of the account management line after the audit of the branch company service audit post of the entrusted organization is completed. However, some of the annuity plan audit patterns of the entrusted organization in cooperation with the bank B may be changed or adjusted, and a higher priority annuity plan dimension may be selected for corresponding change or adjustment. As shown in fig. 3(B), the annuity plan a cooperating with the bank B is important, and needs to be checked by the head office before being sent to the account management bank for billing, and at this time, the auditing docking mode of the annuity plan dimension "annuity plan a" may be further set to "audit by the head office of the trusted organization and docking to the account management bank branch", that is, the auditing docking mode of the annuity plan a cooperating with the bank B is adjusted. Therefore, forms of various service types under the annuity plan A, such as payment, member transfer, newly added personnel and the like, can be sent to the branch service acceptance post corresponding to the account administration bank after the branch service audit post is sent to the head company service audit post for audit. But the audit docking mode of other annuity plans in cooperation with bank B is not subject to this limitation. Further, the audit docking mode of a certain business type under annuity plan a in cooperation with bank B can be adjusted by configuring the "business type" dimension with better priority, while other business types under annuity plan a are not affected. As shown in fig. 3(c), the auditing and docking mode corresponding to the newly added human service in the service type dimension may be adjusted to "audit by the entrusted organization branch, dock to the account administration company general company", that is, the form of the newly added human service under the annuity plan a cooperating with the bank B may be directly sent to the general company service acceptance post of the account administration after the audit post of the entrusted organization branch is completed, and the other services under the annuity plan a are sent to the corresponding branch company service acceptance post of the account administration after the audit post of the total company service of the entrusted organization is completed.
In the above embodiments, the description is given by taking the example that the service type dimension has the highest priority, the annuity plan dimension has the lowest priority, and the account management row dimension has the lowest priority. It should be understood that the priority of each configuration dimension may be set and other optional configuration dimensions may be set according to actual needs. In yet another embodiment, a priority setting option may also be provided on the user interface, so that the user may more flexibly configure the auditing docking mode for each annuity business type by dynamically adjusting the level of priority for each configuration dimension.
Fig. 4 is a schematic structural diagram of a system for configuring an annuity service audit docking mode according to an embodiment of the present invention. As shown in fig. 4, the system 400 includes a configuration interface module 401, a mode setting module 402, and an object setting module 403. Although the block diagrams depict components in a functionally separate manner, such depiction is for illustrative purposes only. It should be apparent that the various modules or components depicted in the figures may be arbitrarily combined or separated into separate software, firmware, and/or hardware components. Moreover, it should be apparent that no matter how such modules or components are combined or divided, they may execute on the same host or multiple hosts, where multiple hosts may be connected by one or more networks.
Wherein the configuration interface module 401 is configured to provide a plurality of audit docking modes and a plurality of configuration dimensions with different priorities. As described above, the audit docking mode includes at least a combination of two or more of the following modes: 1) the general company of the entrusted organization checks and connects with the general company of the account administration line; 2) the method comprises the following steps of (1) auditing by a general company of a trusted organization, and connecting accounts and management lines to branch companies; 3) the entrusted organization divides the company to check, and the general company of the account administration line is connected; 4) and (5) auditing by the entrusted organization branch company, and connecting the branch company of the account management line. The plurality of configuration dimensions includes at least a combination of two or more of the following configuration dimensions: an account row dimension, an annuity plan dimension, and a business type dimension. In one embodiment, the business type dimension has the highest priority, the annuity plan dimension has the second priority, and the account row dimension has the lowest priority. The configuration interface module 401 may take the form of a user interface, such as a page, graphical interactive interface, configuration file, or the like, to facilitate a user in reviewing the configuration of the docking mode. The mode setting module 402 is used to configure the audit docking mode for each annuity business type in the manner described above in connection with steps S202) -204). The object setting module 403) is configured to set a corresponding audit object and an accounting row object for the business form of each annuity business type according to the audit docking mode set for each annuity business type in the manner described above in connection with step S205).
In another embodiment of the present invention, a computer-readable storage medium is further provided, on which a computer program or executable instructions are stored, and when the computer program or the executable instructions are executed, the technical solution as described in the foregoing embodiments is implemented, and the implementation principle thereof is similar, and is not described herein again. In embodiments of the present invention, the computer readable storage medium may be any tangible medium that can store data and that can be read by a computing device. Examples of computer readable storage media include hard disk drives, Network Attached Storage (NAS), read-only memory, random-access memory, CD-ROMs, CD-R, CD-RWs, magnetic tapes, and other optical or non-optical data storage devices. The computer readable storage medium may also include computer readable media distributed over a network coupled computer system so that computer programs or instructions may be stored and executed in a distributed fashion.
In another embodiment of the present invention, an electronic device is further provided, which includes a processor and a memory, where the memory is used for storing executable instructions that can be executed by the processor, and the processor is configured to execute the executable instructions stored in the memory, and when the executable instructions are executed, the technical solution described in any one of the foregoing embodiments is implemented, and the implementation principles thereof are similar, and are not described herein again.
Reference in the specification to "various embodiments," "some embodiments," "one embodiment," or "an embodiment," etc., means that a particular feature, structure, or characteristic described in connection with the embodiment is included in at least one embodiment. Thus, appearances of the phrases "in various embodiments," "in some embodiments," "in one embodiment," or "in an embodiment," or the like, in various places throughout this specification are not necessarily referring to the same embodiment. Furthermore, the particular features, structures, or characteristics may be combined in any suitable manner in one or more embodiments. Thus, a particular feature, structure, or characteristic illustrated or described in connection with one embodiment may be combined, in whole or in part, with a feature, structure, or characteristic of one or more other embodiments without limitation, as long as the combination is not logical or operational.
The terms "comprises," "comprising," and "having," and similar referents in this specification, are intended to cover non-exclusive inclusions, such that a process, method, system, article, or apparatus that comprises a list of steps or elements is not limited to only those steps or elements but may alternatively include other steps or elements not expressly listed or inherent to such process, method, article, or apparatus. The word "a" or "an" does not exclude a plurality. Additionally, the various elements of the drawings of the present application are merely schematic illustrations and are not drawn to scale.
Although the present invention has been described by the above embodiments, the present invention is not limited to the embodiments described herein, and various changes and modifications may be made without departing from the scope of the present invention.
Claims (10)
1. A method for configuring annuity service audit docking modes, comprising:
providing, by a user interface, a plurality of audit docking modes and a plurality of configuration dimensions having different priorities, the plurality of configuration dimensions including at least a first dimension and a second dimension, each configuration dimension including one or more dimension values;
automatically setting an audit docking mode for the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode in response to the selection of one of the dimension values for the first dimension and the selection of one of the plurality of audit docking modes;
responsive to selection of one of the dimension values for the second dimension and selection of one of the plurality of audit docking modes, associating the selected audit docking mode to the selected dimension value for the second dimension;
automatically setting an audit docking mode of the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension to an audit docking mode associated with the dimension value of the dimension with the higher priority based on the comparison of the priority of the second dimension with the priority of the first dimension;
and setting a corresponding auditing object and an accounting line object for the business form of each annuity business type according to the auditing and docking mode set for each annuity business type.
2. The method of claim 1, wherein the first dimension is an account row dimension, the annuity business types associated with an account row including all business types in all annuity plans interfaced with the selected account row; the second dimension is an annuity plan dimension, and the annuity business types associated with the annuity plan include all business types in the selected annuity plan.
3. The method of claim 2, wherein the plurality of configuration dimensions further includes a third dimension, the third dimension being a business type dimension, an annuity business type associated with a business type referring to the particular business type selected.
4. The method of claim 3, wherein configuration of the audit docking mode is performed starting with a lowest configuration dimension of the plurality of configuration dimensions in order of priority from low to high.
5. The method of any of claims 3 or 4, wherein the third dimension is higher priority than the second dimension, the second dimension being higher priority than the first dimension.
6. The method of any of claims 1 to 4, wherein the plurality of audit docking modes includes at least the following modes: 1) the general company of the entrusted organization checks and connects with the general company of the account administration line; 2) the method comprises the following steps of (1) auditing by a general company of a trusted organization, and connecting accounts and management lines to branch companies; 3) the entrusted organization divides the company to check, and the general company of the account administration line is connected; 4) and (5) auditing by the entrusted organization branch company, and connecting the branch company of the account management line.
7. A system for configuring annuity business audit docking modes, comprising:
a configuration interface module for providing a plurality of audit docking modes and a plurality of configuration dimensions having different priorities, the plurality of configuration dimensions including at least a first dimension and a second dimension, each configuration dimension including one or more dimension values;
a mode setting module for automatically setting an audit docking mode of the annuity business type associated with the selected dimension value of the first dimension to the selected audit docking mode in response to selection of one of the dimension values of the first dimension and selection of one of the plurality of audit docking modes, for associating the selected audit docking mode to the selected dimension value of the second dimension in response to selection of one of the dimension values of the second dimension and selection of one of the plurality of audit docking modes, and for automatically setting an audit docking mode of the annuity business type associated with both the latitude value of the first dimension and the dimension value of the second dimension to an audit docking mode associated with a dimension value of a dimension having a higher priority based on a comparison of the priority of the second dimension to the priority of the first dimension;
and the object setting module is used for setting corresponding auditing objects and accounting management line objects for the business form of each annuity business type according to the auditing and docking mode set for each annuity business type.
8. The system of claim 7, wherein the plurality of configuration dimensions further includes a third dimension, the first dimension being an account row dimension, the annuity business types associated with an account row including all business types in all annuity plans interfaced with the selected account row; the second dimension is an annuity plan dimension, and the annuity business types associated with the annuity plan comprise all business types in the selected annuity plan; the third dimension is a service type dimension, and the annuity service type associated with the service type refers to the selected specific service type; wherein the priority of the third dimension is greater than the priority of the second dimension, which is greater than the priority of the first dimension.
9. A computer-readable storage medium, on which a computer program is stored which, when executed, implements the method of claims 1-6.
10. An electronic device comprising a processor and a memory, wherein the memory is configured to store executable instructions; the processor is configured to perform the method of claims 1-6 via execution of the executable instructions.
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