CN111209281A

CN111209281A - Annuity data processing method, device, medium and electronic equipment

Info

Publication number: CN111209281A
Application number: CN202010010292.2A
Authority: CN
Inventors: 吕泽恩
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: 2020-01-06
Filing date: 2020-01-06
Publication date: 2020-05-29
Anticipated expiration: 2040-01-06
Also published as: CN111209281B

Abstract

The invention provides an annuity data processing method, which comprises the following steps: the annuity data are obtained and are subjected to correlation processing according to the identification of each preset object so as to obtain the annuity data of each preset object, manual arrangement of the annuity data is not needed, and therefore working efficiency is improved. And then generating a report list of each preset object based on each preset identifier and a preset time parameter, and automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object, so that manual import of the annuity data is not needed, and the working efficiency is further improved. And finally, determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported, wherein the obtained information disclosure report has strong adaptability and high accuracy. The invention also provides an annuity data processing device, a medium and electronic equipment.

Description

Annuity data processing method, device, medium and electronic equipment

Technical Field

The invention relates to the technical field of data processing, in particular to a method, a device, a medium and electronic equipment for processing annuity data.

Background

With the development of annuity business, more and more enterprises or institutions begin to provide annuity benefits to employees, and data generated for the annuity provided by the enterprises or institutions to the employees needs to be provided with information disclosure reports for the enterprises or institutions at the end of the quarter, the end of the year, the end of the month, and the like based on the data. At present, annuity data is generally collected manually and then a letter information report is arranged, but because the information to be disclosed by each enterprise or each public institution is not identical, the information disclosure report arranged in the way is poor in adaptability and accuracy, and the work efficiency of arranging the information disclosure report in the way is low.

It is to be noted that the information disclosed in the above background section is only for enhancement of understanding of the background of the present invention and therefore may include information that does not constitute prior art known to a person of ordinary skill in the art.

Disclosure of Invention

An object of the embodiments of the present invention is to provide an annuity data processing method, apparatus, medium, and electronic device, which can at least improve the work efficiency of organizing information disclosure reports to a certain extent, and the accuracy of the information disclosure reports organized in this way is higher.

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 a first aspect of the embodiments of the present invention, there is provided an annuity data processing method, including: acquiring annuity data, wherein the annuity data comprises annuity data of a preset object; performing association processing on the annuity data according to the identifier of each preset object to obtain the annuity data of each preset object; generating a report list of each preset object based on each preset identifier and a preset time parameter; automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into a report list of each preset object according to the identification of each preset object; and determining an information disclosure report of each preset object according to the report list of each preset object after the information is imported.

In some embodiments of the present invention, before automatically importing the schedule information and the portfolio information in the annuity data of each preset object into the report list of each preset object according to the identification of each preset object, the method further comprises: judging whether each preset object generates the report list for the first time or not according to the identifier of each preset object; and according to the judgment result, defining the preset object which does not generate the report list for the first time as a first preset object, and defining the preset object which generates the report list for the first time as a second preset object.

In some embodiments of the invention, the method further comprises: calling plan information and investment portfolio information in a historical report list of the first preset object according to the identification of the first preset object; according to the identification of the first preset object, automatically importing the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object into a report list of the first preset object.

In some embodiments of the present invention, automatically importing the plan information and the portfolio information in the annuity data of each preset object into the report list of each preset object according to the identification of each preset object comprises: and automatically importing the plan information and the investment portfolio information in the annuity data of the second preset object into a report list of the second preset object according to the identification of the second preset object.

In some embodiments of the invention, the method further comprises: judging whether annuity data of the newly added preset object exists in the annuity data according to the identification of each preset object; and if the annuity data of the newly added preset object exists in the annuity data, configuring the ID of the newly added preset object in the annuity trusted operation system according to the annuity data of the newly added preset object.

In some embodiments of the present invention, determining the information disclosure report of each preset object according to the report list of each preset object after importing the information includes: generating a task of an information disclosure report of each preset object based on a report list of each preset object after information is imported and a preset information disclosure report task detail configuration table, wherein the task of the information disclosure report comprises a plurality of subtasks of the information disclosure report; when a plurality of subtasks of information disclosure reports are executed, data imported into the information disclosure reports is determined based on the information items in the subtasks of each information disclosure report.

In some embodiments of the invention, the annuity data of the preset object comprises enterprise annuity data and/or professional annuity data.

According to a second aspect of the embodiments of the present invention, there is provided an annuity data processing apparatus including: the system comprises an acquisition module, a storage module and a processing module, wherein the acquisition module is used for acquiring annuity data which comprises annuity data of a preset object; the processing module is used for carrying out correlation processing on the annuity data according to the identification of each preset object so as to obtain the annuity data of each preset object; the first generation module is used for generating a report list of each preset object based on each preset identifier and a preset time parameter; the first import module is used for automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into a report list of each preset object according to the identification of each preset object; and the determining module is used for determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported.

In some embodiments of the invention, the apparatus further comprises: the first judgment module is used for judging whether each preset object generates the report list for the first time according to the identifier of each preset object; and the definition module is used for defining the preset object which does not generate the report list for the first time as a first preset object and defining the preset object which generates the report list for the first time as a second preset object according to the judgment result.

In some embodiments of the invention, the apparatus further comprises: the calling module is used for calling plan information and investment portfolio information in a historical report list of the first preset object according to the identification of the first preset object; and the second import module is used for automatically importing the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object into a report list of the first preset object according to the identifier of the first preset object.

In some embodiments of the invention, the first import module is configured to: and automatically importing the plan information and the investment portfolio information in the annuity data of the second preset object into a report list of the second preset object according to the identification of the second preset object.

In some embodiments of the invention, the apparatus further comprises: the second judging module is used for judging whether annuity data of the newly added preset object exists in the annuity data according to the identification of each preset object; and the configuration module is used for configuring the ID of the newly added preset object in the annuity trusted operation system according to the annuity data of the newly added preset object if the annuity data of the newly added preset object exists in the annuity data.

In some embodiments of the invention, the determining module comprises: the second generation module is used for generating a task of an information disclosure report of each preset object based on a report list of each preset object after information is imported and a preset information disclosure report task detail configuration table, wherein the task of the information disclosure report comprises a plurality of subtasks of the information disclosure report; and the sub-module of the determining module determines the data imported into the information disclosure report according to the information items in the sub-tasks of each information disclosure report when the sub-tasks of a plurality of information disclosure reports are executed.

According to a third aspect of embodiments of the present invention, there is provided an electronic apparatus, including: one or more processors; a storage device for storing one or more programs which, when executed by the one or more processors, cause the one or more processors to implement the annuity data processing method according to the first aspect of the embodiments.

According to a fourth aspect of embodiments of the present invention, there is provided a computer-readable medium having stored thereon a computer program which, when executed by a processor, implements the annuity data processing method according to the first aspect of the embodiments described above.

The technical scheme provided by the embodiment of the invention has the following beneficial effects:

in the technical solutions provided in some embodiments of the present invention, annuity data is obtained, where the annuity data includes annuity data of preset objects, and the annuity data is subjected to correlation processing according to an identifier of each preset object to obtain annuity data of each preset object, so that manual arrangement of the annuity data is not required, and thus work efficiency is improved. And then generating a report list of each preset object based on each preset identifier and a preset time parameter, and automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object, so that manual import of the annuity data is not needed, and the working efficiency is further improved. And finally, determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported, wherein the obtained information disclosure report has strong adaptability and high accuracy.

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 diagram showing an exemplary system architecture to which an annuity data processing method or an annuity data processing apparatus of an embodiment of the present invention can be applied;

FIG. 2 schematically shows a flow diagram of an annuity data processing method according to an embodiment of the invention;

FIG. 3 schematically shows a flow diagram of an annuity data processing method according to another embodiment of the invention;

FIG. 4 schematically shows a flow diagram of an annuity data processing method according to another embodiment of the invention;

FIG. 5 schematically illustrates a flow diagram of an annuity data processing method according to another embodiment of the invention;

FIG. 6 schematically shows a flow diagram of an annuity data processing method according to another embodiment of the invention;

FIG. 7 schematically shows a block diagram of an annuity data processing apparatus according to an embodiment of the invention;

FIG. 8 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the invention;

FIG. 9 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the invention;

FIG. 10 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the invention;

FIG. 11 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the invention;

FIG. 12 illustrates a schematic structural diagram of a computer system suitable for use with the electronic device to implement an embodiment of the invention.

Detailed Description

Example embodiments will now be described more fully with reference to the accompanying drawings. Example embodiments may, however, 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.

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.

Fig. 1 is a schematic diagram showing an exemplary system architecture to which an annuity data processing method or an annuity data processing apparatus according to an embodiment of the present invention can be applied.

As shown in fig. 1, the system architecture 100 may include one or more of

terminal devices

101, 102, 103, a network 104, and a server 105. The network 104 serves as a medium for providing communication links between the

terminal devices

101, 102, 103 and the server 105. Network 104 may include various connection types, such as wired, wireless communication links, or fiber optic cables, to name a few.

It should be understood that the number of terminal devices, networks, and servers in fig. 1 is merely illustrative. There may be any number of terminal devices, networks, and servers, as desired for implementation. For example, server 105 may be a server cluster comprised of multiple servers, or the like.

The user may use the

terminal devices

101, 102, 103 to interact with the server 105 via the network 104 to receive or send messages or the like. The

terminal devices

101, 102, 103 may be various electronic devices having a display screen, including but not limited to smart phones, tablet computers, portable computers, desktop computers, and the like.

The server 105 may be a server that provides various services. For example, the user uploads acquired annuity data to the server 105 by using the terminal device 103 (or the terminal device 101 or 102), where the annuity data includes annuity data of preset objects, and the server 105 performs association processing on the annuity data according to the identifier of each preset object to acquire the annuity data of each preset object, so that there is no need to manually arrange the annuity data, and thus, the work efficiency is improved. And then generating a report list of each preset object based on each preset identifier and a preset time parameter, and automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object, so that manual import of the annuity data is not needed, and the working efficiency is further improved. And finally, determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported, wherein the obtained information disclosure report has strong adaptability and high accuracy.

In some embodiments, the annuity data processing method provided by the embodiments of the invention is generally executed by the server 105, and accordingly, the annuity data processing device is generally disposed in the server 105. In other embodiments, some terminals may have similar functionality as the server to perform the method. Therefore, the annuity data processing method provided by the embodiment of the invention is not limited to be executed at the server side.

Fig. 2 schematically shows a flowchart of an annuity data processing method according to an embodiment of the present invention.

As shown in fig. 2, the annuity data processing method may include steps S210 to S250.

In step S210, annuity data including annuity data of a preset object is acquired.

In step S220, the annuity data is associated according to the identifier of each preset object to obtain the annuity data of each preset object.

In step S230, a report list of each preset object is generated based on each preset identifier and a preset time parameter.

In step S240, the plan information and the portfolio information in the annuity data of each preset object are automatically imported into the report list of each preset object according to the identification of each preset object.

In step S250, an information disclosure report for each preset object is determined according to the report list for each preset object after the information is imported.

The method can acquire the annuity data, wherein the annuity data comprises annuity data of preset objects, and correlation processing is performed on the annuity data according to the identification of each preset object to acquire the annuity data of each preset object, so that manual arrangement of the annuity data is not needed, and the working efficiency is improved. And then generating a report list of each preset object based on each preset identifier and a preset time parameter, and automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object, so that manual import of the annuity data is not needed, and the working efficiency is further improved. And finally, determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported, wherein the obtained information disclosure report has strong adaptability and high accuracy.

In an embodiment of the invention, the annuity data includes annuity data of a preset object. For example, the annuity data of the preset object includes enterprise annuity data and/or professional annuity data. The occupational annuity refers to a supplementary endowment insurance system established by the institution and public institution and its staff on the basis of participating in the basic endowment insurance of the institution and public institution. The enterprise annuity refers to a supplementary endowment insurance system which is voluntarily established by enterprises and workers on the basis of taking part in basic endowment insurance according to law. In this example, the preset object may be an enterprise or a social security organization. For example, the annual fee provided by the enterprise to the employee (i.e., the enterprise annual fee) is generally accepted by the insurance company, and the annual fee provided by the business entity to the employee (i.e., the professional annual fee) is generally accepted by the social security agency.

In one embodiment of the present invention, the annuity data may be data generated for an enterprise annuity and/or a professional annuity. For example, the annuity data may be data generated by a consignee, an administrator, a custodian, a principal, an agent, an ledger for an enterprise annuity and/or a professional annuity. Wherein, the principal: refers to the enterprises and institutions and their staff who participate in the annuity plan by law. An agent: refers to a central national organ endowment insurance management center and provincial social insurance handling organization which centrally exercise entrusting duty and take charge of professional annuity fund account management business according to the regulations of state service institutions. Account management people: the account manager refers to a professional organization which receives entrusted management of the annual fund account of the enterprise by the receiver. The entrusted person: refers to a legal person entrusted organization such as pension management company which is entrusted to manage the pension fund property and accords with the national regulation. A trustee: the term "bank organization" means a bank organization which receives a request from a consignee to maintain the property of an annuity fund. A tube throwing person: the investment manager refers to a professional organization which receives the entrusted trust of the consignee and invests and manages the annual fund property.

In an embodiment of the present invention, the identifier of each preset object may refer to a code of an enterprise, or may refer to a code of a social security organization. In this embodiment, the annual fund data of each enterprise can be obtained by associating data generated by the consignee, the administrating person, the hosting person, the committer, and the ledger for the annual fund of the enterprise with each other in the above-mentioned annual fund data according to the code of each enterprise. Or the data generated by the acceptors, the administratiors, the trustees, the principals and the agents aiming at the enterprise annuities in the annuity data can be associated according to the codes of each social security institution, so that the annuity data of each social security institution can be obtained.

In one embodiment of the present invention, a report list for each preset object is generated based on each preset identification and a preset time parameter. For example, a report listing for a business is generated based on the business's code and a preset time parameter. As another example, a report list of the social security organization is generated based on the code of the social security organization and a preset time parameter. In the present embodiment, the preset time parameter may be, but is not limited to, a zero point at the end of month, a zero point at the end of quarter, or a zero point at the end of year. Therefore, the report list in the present embodiment may be a monthly report list, a quarterly report list, or an annual report list, or the like.

In one embodiment of the invention, the plan information and the investment portfolio information in the annuity data of each preset object are automatically imported into the report list of each preset object according to the identification of each preset object. For example, after a report list is generated, the plan information and the investment portfolio information in the annuity data of the enterprise or the plan information and the investment portfolio information in the annuity data of the social security institution are imported into the report list according to the codes of the enterprise or the codes of the social security institution, so that the work efficiency is improved by importing the data, and the defect that the accuracy is low by manually importing the data in the related art is overcome to a certain extent due to the fact that the data are imported according to the identification of each preset object.

In one embodiment of the present invention, the planning information in the annuity data of the enterprise may be planning information defined for the annuity of the enterprise, and for example, the planning information may include a plan number, a plan name, a plan state, a plan creation time, a plan investment time, a code for planning the corresponding enterprise, and the like. The portfolio information may be portfolio information defined for an annuity plan of an enterprise, which may include, for example, a portfolio number, a plan number corresponding to the portfolio, a portfolio name, a portfolio status, a portfolio enable time, a portfolio's investment manager code, and the like.

For another example, the plan information in the annuity data of the social security organization may be plan information defined for professional annuities, and for example, the plan information may include a plan number, a plan name, a plan status, a plan creation time, a plan investment time, a code of the social security organization corresponding to the plan, and the like. The above-mentioned investment portfolio information may be investment portfolio information defined for an annuity plan of a social security organization, and for example, the investment portfolio information may include a portfolio number, a plan number corresponding to a portfolio, a portfolio name, a portfolio status, a portfolio enable time, an investment manager code of a portfolio, and the like.

In one embodiment of the present invention, the information disclosure report of each preset object is determined according to the report list of each preset object after the information is imported. For example, after the planning information and the investment portfolio information of each preset object are imported into a report list of the object, a plurality of subtasks of the information disclosure report are generated based on the content of the report list and a preset information disclosure report detail configuration table, and the data of the imported information disclosure report can be determined according to the information items of the subtasks when each subtask is executed, so that the obtained information disclosure report has strong adaptability and high accuracy.

Fig. 3 schematically shows a flowchart of an annuity data processing method according to another embodiment of the present invention.

As shown in fig. 3, the step S250 may specifically include a step S251 and a step S252.

In step S251, a task of an information disclosure report for each preset object is generated based on the report list of each preset object after information is imported and a preset information disclosure report detail configuration table, where the task of the information disclosure report includes a plurality of subtasks of the information disclosure report.

In step S252, when a plurality of subtasks of information disclosure reports are executed, data imported into the information disclosure reports is determined according to the information item in the subtask of each information disclosure report.

The method can generate the task of the information disclosure report of each preset object based on the report list of each preset object after information is imported and the preset information disclosure report task detailed configuration table, wherein the task of the information disclosure report comprises a plurality of subtasks of the information disclosure report, and when the subtasks of the information disclosure report are executed, the data imported into the information disclosure report is determined according to the information items in the subtasks of each information disclosure report, so that the obtained information disclosure report has strong adaptability and high accuracy.

In an embodiment of the present invention, the report list of each preset object after importing information includes planning information and portfolio information, which is specifically shown in table 1:

TABLE 1

Plan name

Plan status

Generating states

Name of investment portfolio

Status of investment portfolio

Combined start date

Whether to select

820 Zhejiang credit plan

Has already been established

Has generated

Direct projection 1

Is effective

2019-08-22

Is that

820 Zhejiang credit plan

Has already been established

Has generated

Combination 1

Is effective

2019-08-22

Is that

820 Hainan letter lot plan

Has already been established

Has generated

Direct projection 1

Is effective

2019-08-22

Is that

820 Hainan letter lot plan

Has already been established

Has generated

Combination 1

Is effective

2019-08-22

Is that

820 Hubei credit lot plan

Has already been established

Has generated

Direct projection 1

Is effective

2019-08-22

Is that

820 Hubei credit lot plan

Has already been established

Has generated

Combination 1

Is effective

2019-08-22

Is that

Wherein, the plan name, the plan state and the plan generating state are plan information in the annuity data. The name of the investment portfolio, the state of the investment portfolio and the combination starting date are the investment portfolio information in the annuity data. "selection or not" in table 1 indicates that the contents in table 1 can be manually selected in batches at the time of generating the information disclosure report, and generally, all selections are made by default.

In an embodiment of the present invention, the preset information disclosure report task detail configuration table may be set according to an actual situation, and specifically may be as shown in the following table 2:

TABLE 2

Source of report	Report name code	Report name	Report hierarchy
				Hosting reports	0	Equity and income situation	Plan for
Hosting reports	0	Equity and income situation	Direct-projection combination
				Hosting reports	1	Asset distribution profile	Plan for
Delivery report	10	Equity and income situation	Investment portfolio
				Hosting reports	11	Distribution of pension products	Investment portfolio
Delivery report	12	Asset distribution profile	Investment portfolio

Among them, the "report name code and report name" in table 2 may be a combination code and a combination name of the portfolio information in the above-described annuity data.

In an embodiment of the present invention, the task of the information disclosure report may include a plurality of subtasks of the information disclosure report, and the plurality of subtasks may be as shown in table 3:

TABLE 3

Source of report	Report hierarchy	Name of combination	Report name	Importing states
					Hosting reports	Plan for	Yifangda 001	Equity and income situation	To be introduced into
Delivery report	Direct-projection combination	Haichong 889	Equity and income situation	To be introduced into
					Hosting reports	Investment portfolio	Taikang Yangsheng 552	Distribution of pension products	To be introduced into

Where the second to fourth rows in table 3 are three subtasks, data related thereto may be called according to an information item (e.g., a combination name, a report name) of each row and imported into an information disclosure report when each subtask is executed.

Fig. 4 schematically shows a flowchart of an annuity data processing method according to another embodiment of the present invention.

Before step S240, the method further includes step S310 and step S320, as shown in fig. 4.

In step S310, it is determined whether each preset object generates the report list for the first time according to the identifier of each preset object.

In step S320, according to the determination result, a preset object that is not the first time of generating the report list is defined as a first preset object, and a preset object that is the first time of generating the report list is defined as a second preset object.

The method can judge whether each preset object generates the report list for the first time according to the identification of each preset object, and define the preset object which does not generate the report list for the first time as a first preset object and define the preset object which generates the report list for the first time as a second preset object according to the judgment result, so that the method is beneficial to accurately importing data into the report list subsequently according to the identification of the first preset object or the identification of the second preset object.

In one embodiment of the invention, each preset time parameter is used to generate information disclosure reports for which plans, e.g., quarterly or monthly. In this embodiment, the trusted operating system can count and import the information into the report list, and does not need to manually count which plans have been generated in the previous period, which plans have already generated the information disclosure report in the previous period, and which plans are newly added in the current period and need to generate the information disclosure report. For example, first, whether the report list is generated for the first time is searched, if the report list is generated for the first time, the acquired annuity data are all new, all the plans which need to generate the information disclosure report are added into the current-period report list, if the report list is not generated for the first time, the fact that the information disclosure report is generated in the previous period is indicated, and in this case, all the plans which have been made in the previous period, the state information of the plans and the like are automatically imported into the current-period report list.

Fig. 5 schematically shows a flowchart of an annuity data processing method according to another embodiment of the present invention.

As shown in fig. 5, the method further includes step S410 and step S420.

In step S410, the planning information and the portfolio information in the historical report list of the first preset object are called according to the identifier of the first preset object.

In step S420, according to the identifier of the first preset object, the historical schedule information and the historical portfolio information of the first preset object, and the schedule information and the portfolio information in the annuity data of the first preset object are automatically imported into the report list of the first preset object.

According to the method, the plan information and the investment portfolio information in the historical report list of the first preset object can be called according to the identification of the first preset object, and the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object are automatically imported into the report list of the first preset object according to the identification of the first preset object, so that the imported information can effectively avoid losing the historical plan information and the historical investment portfolio information of the first preset object, and user experience is improved.

In one embodiment of the present invention, the combination defined for the annuity plan of the enterprise or the annuity plan of the social security organization may be multiple, for example, the annuity plan of each enterprise or the annuity plan of the social security organization may define multiple investment combinations, which may include historical investment combinations and newly added historical combinations. Therefore, before automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identification of each preset object, whether each preset object generates the report list for the first time needs to be judged according to the identification of each preset object, if the report list is not generated for the first time, the information of the historical investment portfolio and the information of the newly added investment portfolio are imported into the report list according to the identification of the first preset object, and therefore omission can be prevented. In contrast, if the report list is generated for the first time, the automatic importing of the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object may specifically be the automatic importing of the plan information and the investment portfolio information in the annuity data of a second preset object into the report list of the second preset object according to the identifier of the second preset object.

Fig. 6 schematically shows a flowchart of an annuity data processing method according to another embodiment of the present invention.

As shown in fig. 6, the method may further include step S510 and step S520.

In step S510, it is determined whether annuity data of the new preset object exists in the annuity data according to the identifier of each preset object.

In step S520, if annuity data of the new preset object exists in the annuity data, configuring an ID of the new preset object in the annuity trusted operating system according to the annuity data of the new preset object.

The method can judge whether the annuity data of the newly added preset object exists in the annuity data according to the identification of each preset object, and if the annuity data of the newly added preset object exists in the annuity data, the ID of the newly added preset object in the annuity trusted operation system is configured according to the annuity data of the newly added preset object, so that the annuity trusted operation system can accurately distinguish the data of each preset object.

In an embodiment of the present invention, incremental planning information and combination information that need to be reported in the current quarter, month or week are obtained from an annuity trusted operating system, and the planning information includes: plan number, plan name, plan state, plan creation time, plan investment time, and agent code corresponding to the plan; the combined information includes: the combination number, the plan number corresponding to the combination, the combination name, the combination state, the combination starting time, the investment manager code of the combination and the like. The plan information and the combined information are searched in the information disclosure system by taking the annuity plan registration number as a unique identifier, if so, the information is changed to carry out updating operation, if not, plan ID and combined ID of a newly added preset object are generated in the information disclosure system, and all subsequent operation associations of the information disclosure system take the ID of the information disclosure system as the unique identifier.

Fig. 7 schematically shows a block diagram of an annuity data processing apparatus according to an embodiment of the present invention.

As shown in fig. 7, the annuity data processing apparatus 700 includes an acquisition module 701, a processing module 702, a first generation module 703, a first import module 704, and a determination module 705.

Specifically, the obtaining module 701 is configured to obtain annuity data, where the annuity data includes annuity data of a preset object.

The processing module 702 is configured to perform association processing on the annuity data according to the identifier of each preset object to obtain the annuity data of each preset object.

The first generating module 703 generates a report list of each preset object based on each preset identifier and a preset time parameter.

And a first importing module 704, configured to automatically import the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object.

The determining module 705 is configured to determine an information disclosure report of each preset object according to the report list of each preset object after the information is imported.

The annuity data processing device 700 can acquire annuity data including annuity data of preset objects, and perform association processing on the annuity data according to the identification of each preset object to acquire the annuity data of each preset object, so that manual arrangement of the annuity data is not needed, and work efficiency is improved. And then generating a report list of each preset object based on each preset identifier and a preset time parameter, and automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into the report list of each preset object according to the identifier of each preset object, so that manual import of the annuity data is not needed, and the working efficiency is further improved. And finally, determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported, wherein the obtained information disclosure report has strong adaptability and high accuracy.

According to an embodiment of the present invention, the annuity data processing apparatus 700 can be used to implement the annuity data processing method described in the embodiment of fig. 2.

Fig. 8 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the present invention.

As shown in fig. 8. The determination module 705 comprises a second generation module 705-1 and a sub-module 705-2 of the determination module.

Specifically, the second generating module 705-1 generates a task of an information disclosure report of each preset object based on a report list of each preset object after information is imported and a preset information disclosure report task detail configuration table, where the task of the information disclosure report includes a plurality of subtasks of the information disclosure report.

The sub-module 705-2 of the determination module determines, when a plurality of subtasks of the information disclosure report are executed, data imported into the information disclosure report according to the information item in the subtask of each information disclosure report.

The determining module 705 may generate a task of an information disclosure report of each preset object based on a report list of each preset object after information is imported and a preset information disclosure report task detail configuration table, where the task of the information disclosure report includes a plurality of subtasks of the information disclosure report, and when the subtasks of the information disclosure report are executed, data imported into the information disclosure report is determined according to information items in the subtasks of each information disclosure report, and the information disclosure report obtained in this way has strong adaptability and high accuracy.

The determination module 705 may be used to implement the annuity data processing method described in the embodiment of fig. 3 according to an embodiment of the present invention.

Fig. 9 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the present invention.

As shown in fig. 9, the annuity data processing apparatus 700 further includes a first determining module 706 and a defining module 707.

Specifically, the first determining module 706 is configured to determine whether each preset object generates the report list for the first time according to the identifier of each preset object.

A defining module 707, configured to define, according to the determination result, a preset object that is not the first preset object to generate the report list as a first preset object, and define a preset object that is the first preset object to generate the report list as a second preset object.

The annuity data processing apparatus 700 may determine whether each preset object generates the report list for the first time according to the identifier of each preset object, and define the preset object that does not generate the report list for the first time as a first preset object and define the preset object that generates the report list for the first time as a second preset object according to the determination result, which facilitates subsequent accurate data import into the report list according to the identifier of the first preset object or the identifier of the second preset object.

According to an embodiment of the present invention, the annuity data processing apparatus 700 can be used to implement the annuity data processing method described in the embodiment of fig. 4.

Fig. 10 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the present invention.

As shown in fig. 10, the annuity data processing apparatus 700 further includes a calling module 708 and a second importing module 709.

Specifically, the invoking module 708 is configured to invoke the planning information and the portfolio information in the historical report list of the first preset object according to the identifier of the first preset object.

A second import module 709, configured to automatically import the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object into a report list of the first preset object according to the identifier of the first preset object.

The annuity data processing device 700 can call the plan information and the investment portfolio information in the historical report list of the first preset object according to the identification of the first preset object, and automatically import the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object into the report list of the first preset object according to the identification of the first preset object, so that the import information can effectively avoid losing the historical plan information and the historical investment portfolio information of the first preset object, and user experience is improved.

According to an embodiment of the present invention, the annuity data processing apparatus 700 can be used to implement the annuity data processing method described in the embodiment of fig. 5.

Fig. 11 schematically shows a block diagram of an annuity data processing apparatus according to another embodiment of the present invention.

As shown in fig. 11, the annuity data processing apparatus 700 further includes a second determining module 710 and a configuration module 711.

Specifically, the second determining module 710 is configured to determine whether annuity data of a newly added preset object exists in the annuity data according to an identifier of each preset object.

The configuration module 711 configures, if annuity data of a new preset object exists in the annuity data, an ID of the new preset object in an annuity trusted operating system according to the annuity data of the new preset object.

The annuity data processing device 700 may determine whether annuity data of the new preset object exists in the annuity data according to the identifier of each preset object, and if the annuity data of the new preset object exists in the annuity data, configure the ID of the new preset object in the annuity trusted operating system according to the annuity data of the new preset object, so as to help the annuity trusted operating system to accurately distinguish data of each preset object.

According to an embodiment of the present invention, the annuity data processing apparatus 700 can be used to implement the annuity data processing method described in the embodiment of fig. 6.

For details that are not disclosed in the embodiment of the present invention, please refer to the embodiment of the annuity data processing method described above in the present invention for details that are not disclosed in the embodiment of the present invention, because each module of the annuity data processing apparatus 700 in the present invention can be used to implement the steps of the exemplary embodiment of the annuity data processing method described above in fig. 2 to 6.

It is understood that the obtaining module 701, the processing module 702, the first generating module 703, the first importing module 704, the determining module 705, the second generating module 705-1, the sub-module 705-2 of the determining module, the first judging module 706, the defining module 707, the calling module 708, the second importing module 709, the second judging module 710, and the configuring module 711 may be combined into one module to be implemented, or any one of them may be split into multiple modules. Alternatively, at least part of the functionality of one or more of these modules may be combined with at least part of the functionality of the other modules and implemented in one module. According to the embodiment of the present invention, at least one of the obtaining module 701, the processing module 702, the first generating module 703, the first importing module 704, the determining module 705, the second generating module 705-1, the sub-module 705-2 of the determining module, the first judging module 706, the defining module 707, the calling module 708, the second importing module 709, the second judging module 710, and the configuring module 711 may be at least partially implemented as a hardware circuit, such as a Field Programmable Gate Array (FPGA), a Programmable Logic Array (PLA), a system on a chip, a system on a substrate, a system on a package, an Application Specific Integrated Circuit (ASIC), or may be implemented in hardware or firmware in any other reasonable manner of integrating or packaging a circuit, or implemented in a suitable combination of three implementations of software, hardware, and firmware. Alternatively, at least one of the obtaining module 701, the processing module 702, the first generating module 703, the first importing module 704, the determining module 705, the second generating module 705-1, the sub-module 705-2 of the determining module, the first judging module 706, the defining module 707, the calling module 708, the second importing module 709, the second judging module 710, and the configuring module 711 may be at least partially implemented as a computer program module, and when the program is executed by a computer, the function of the corresponding module may be executed.

Referring now to FIG. 12, shown is a block diagram of a computer system 800 suitable for use in implementing an electronic device of an embodiment of the present invention. The computer system 800 of the electronic device shown in fig. 12 is only an example, and should not bring any limitation to the function and the scope of use of the embodiments of the present invention.

As shown in fig. 12, the computer system 800 includes a Central Processing Unit (CPU)801 that can perform various appropriate actions and processes in accordance with a program stored in a Read Only Memory (ROM)802 or a program loaded from a storage section 808 into a Random Access Memory (RAM) 803. In the RAM 803, various programs and data necessary for system operation are also stored. The CPU801, ROM 802, and RAM 803 are connected to each other via a bus 804. An input/output (I/O) interface 805 is also connected to bus 804.

The following components are connected to the I/O interface 805: an input portion 806 including a keyboard, a mouse, and the like; an output section 807 including a signal such as a Cathode Ray Tube (CRT), a Liquid Crystal Display (LCD), and the like, and a speaker; a storage portion 808 including a hard disk and the like; and a communication section 809 including a network interface card such as a LAN card, a modem, or the like. The communication section 809 performs communication processing via a network such as the internet. A drive 810 is also connected to the I/O interface 805 as necessary. A removable medium 811 such as a magnetic disk, an optical disk, a magneto-optical disk, a semiconductor memory, or the like is mounted on the drive 810 as necessary, so that a computer program read out therefrom is mounted on the storage section 808 as necessary.

In particular, according to an embodiment of the present invention, the processes described above with reference to the flowcharts may be implemented as computer software programs. For example, embodiments of the invention include a computer program product comprising a computer program embodied on a computer-readable medium, the computer program comprising program code for performing the method illustrated in the flow chart. In such an embodiment, the computer program can be downloaded and installed from a network through the communication section 809 and/or installed from the removable medium 811. The computer program executes the above-described functions defined in the system of the present application when executed by the Central Processing Unit (CPU) 801.

It should be noted that the computer readable medium shown in the present invention can be a computer readable signal medium or a computer readable storage medium or any combination of the two. A computer 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 of the computer readable storage medium may include, but are not limited to: an electrical connection having one or more wires, a portable computer diskette, 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. In the present invention, a computer 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. In the present invention, however, a computer readable signal medium may include a propagated data signal with computer 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 computer readable signal medium may also be any computer readable medium that is not a computer 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 computer readable medium may be transmitted using any appropriate medium, including but not limited to: wireless, wire, fiber optic cable, RF, etc., or any suitable combination of the foregoing.

The flowchart and block diagrams in the figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods and computer program products according to various embodiments of the present invention. In this regard, each block in the flowchart or block diagrams may represent a module, segment, or portion of code, which comprises one or more executable instructions for implementing the specified logical function(s). It should also be noted that, in some alternative implementations, the functions noted in the block may occur out of the order noted in the figures. For example, two blocks shown in succession may, in fact, be executed substantially concurrently, or the blocks may sometimes be executed in the reverse order, depending upon the functionality involved. It will also be noted that each block of the block diagrams or flowchart illustration, and combinations of blocks in the block diagrams or flowchart illustration, can be implemented by special purpose hardware-based systems which perform the specified functions or acts, or combinations of special purpose hardware and computer instructions.

The units described in the embodiments of the present invention may be implemented by software, or may be implemented by hardware, and the described units may also be disposed in a processor. Wherein the names of the elements do not in some way constitute a limitation on the elements themselves.

As another aspect, the present application also provides a computer-readable medium, which may be contained in the electronic device described in the above embodiments; or may exist separately without being assembled into the electronic device. The computer readable medium carries one or more programs which, when executed by the electronic device, cause the electronic device to implement the annuity data processing method described in the above embodiments.

For example, the electronic device may implement the following as shown in fig. 2: in step S210, annuity data including annuity data of a preset object is acquired. In step S220, the annuity data is associated according to the identifier of each preset object to obtain the annuity data of each preset object. In step S230, a report list of each preset object is generated based on each preset identifier and a preset time parameter. In step S240, the plan information and the portfolio information in the annuity data of each preset object are automatically imported into the report list of each preset object according to the identification of each preset object. In step S250, an information disclosure report for each preset object is determined according to the report list for each preset object after the information is imported.

It should be noted that although in the above detailed description several modules or units of the device for action execution are mentioned, such a 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.

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 enable a computing device (which can be a personal computer, a server, a touch terminal, or a network device, etc.) to execute the method according to the embodiment of the present invention.

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 application 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 limited only by the appended claims.

Claims

1. An annuity data processing method is characterized by comprising the following steps:

acquiring annuity data, wherein the annuity data comprises annuity data of a preset object;

performing association processing on the annuity data according to the identifier of each preset object to obtain the annuity data of each preset object;

generating a report list of each preset object based on each preset identifier and a preset time parameter;

automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into a report list of each preset object according to the identification of each preset object; and

and determining an information disclosure report of each preset object according to the report list of each preset object after the information is imported.

2. The method of claim 1, wherein before automatically importing the schedule information and portfolio information in the annuity data of each preset subject into the report list of each preset subject according to the identification of each preset subject, the method further comprises:

judging whether each preset object generates the report list for the first time or not according to the identifier of each preset object;

and according to the judgment result, defining the preset object which does not generate the report list for the first time as a first preset object, and defining the preset object which generates the report list for the first time as a second preset object.

3. The method of claim 2, further comprising:

calling plan information and investment portfolio information in a historical report list of the first preset object according to the identification of the first preset object;

according to the identification of the first preset object, automatically importing the historical plan information and the historical investment portfolio information of the first preset object and the plan information and the investment portfolio information in the annuity data of the first preset object into a report list of the first preset object.

4. The method of claim 2, wherein automatically importing the schedule information and portfolio information in the annuity data of each pre-set object into the report list of each pre-set object according to the identity of each pre-set object comprises:

and automatically importing the plan information and the investment portfolio information in the annuity data of the second preset object into a report list of the second preset object according to the identification of the second preset object.

5. The method of claim 1, further comprising:

judging whether annuity data of the newly added preset object exists in the annuity data according to the identification of each preset object;

and if the annuity data of the newly added preset object exists in the annuity data, configuring the ID of the newly added preset object in the annuity trusted operation system according to the annuity data of the newly added preset object.

6. The method of claim 1, wherein determining an information disclosure report for each preset object according to the report list of each preset object after importing information comprises:

generating a task of an information disclosure report of each preset object based on a report list of each preset object after information is imported and a preset information disclosure report task detail configuration table, wherein the task of the information disclosure report comprises a plurality of subtasks of the information disclosure report;

when a plurality of subtasks of information disclosure reports are executed, data imported into the information disclosure reports is determined based on the information items in the subtasks of each information disclosure report.

7. The method according to any one of claims 1 to 6, wherein the annuity data of the preset object comprises enterprise annuity data and/or professional annuity data.

8. An annuity data processing apparatus, comprising:

the system comprises an acquisition module, a storage module and a processing module, wherein the acquisition module is used for acquiring annuity data which comprises annuity data of a preset object;

the processing module is used for carrying out correlation processing on the annuity data according to the identification of each preset object so as to obtain the annuity data of each preset object;

the first generation module is used for generating a report list of each preset object based on each preset identifier and a preset time parameter;

the first import module is used for automatically importing the plan information and the investment portfolio information in the annuity data of each preset object into a report list of each preset object according to the identification of each preset object;

and the determining module is used for determining the information disclosure report of each preset object according to the report list of each preset object after the information is imported.

9. An electronic device, comprising:

one or more processors; and

storage means for storing one or more programs which, when executed by the one or more processors, cause the one or more processors to carry out a method according to any one of claims 1 to 7.

10. A computer-readable medium, on which a computer program is stored, which program, when being executed by a processor, is adapted to carry out the method according to any one of claims 1 to 7.