CN111209322B - Financial information acquisition processing system and method - Google Patents

Financial information acquisition processing system and method Download PDF

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CN111209322B
CN111209322B CN201911370183.5A CN201911370183A CN111209322B CN 111209322 B CN111209322 B CN 111209322B CN 201911370183 A CN201911370183 A CN 201911370183A CN 111209322 B CN111209322 B CN 111209322B
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setting
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data acquisition
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CN111209322A (en
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冯卫强
赵雷
赵仁平
罗万昆
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Shanghai Financial China Information & Technology Co ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/25Integrating or interfacing systems involving database management systems
    • G06F16/254Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
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    • G06F16/252Integrating or interfacing systems involving database management systems between a Database Management System and a front-end application
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/25Integrating or interfacing systems involving database management systems
    • G06F16/258Data format conversion from or to a database
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F21/00Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F21/60Protecting data
    • G06F21/62Protecting access to data via a platform, e.g. using keys or access control rules
    • G06F21/6218Protecting access to data via a platform, e.g. using keys or access control rules to a system of files or objects, e.g. local or distributed file system or database
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes

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Abstract

The application provides a financial information acquisition and processing system and a financial information acquisition and processing method, wherein the financial information acquisition and processing system comprises the following steps: and the permission management module is used for: performing authority management on the user; the service display setting module: after the user permission configuration is completed, configuring a data acquisition interface in the system; and a database setting module: after the display setting is completed, a corresponding database structure is established according to the specific display condition; and a data acquisition module: collecting or maintaining data information of different service attributes; and a data checking module: after the data acquisition is completed, the acquired data needs to be checked. The application effectively integrates a large amount of different attribute data generated by the financial industry and provides comprehensive and effective financial data after collection, extraction, verification and analysis for users.

Description

Financial information acquisition processing system and method
Technical Field
The application relates to the technical field of data acquisition, in particular to a financial information acquisition processing system and a financial information acquisition processing method.
Background
The fields and technologies related to data acquisition are numerous at present, but the technical requirements of different fields on information acquisition and processing are dominant by the industry of enterprises. Along with the rapid development of technology, the financial industry is continuously transformed and upgraded, and the internet finance is growing, and the financial industry is an information-intensive industry, and is the pioneer for applying the big data technology, so that the acquisition and processing of the financial information are in line with the development of a new financial system.
Patent document CN108416034a (application number: 201810201458.1) discloses an information collection system based on financial heterogeneous big data and a control method thereof, which comprises an internet information source, a Linux background server system, a Web client program system and a client terminal, wherein the internet information source, the Linux background server system, the Web client program system and the client terminal are sequentially connected, the Linux background server system comprises a heterogeneous information collection and preprocessing module, an extraction rule generation module and an information extraction evaluation module, and the heterogeneous information collection and preprocessing module comprises a crawler URL parser, a PDF parser, a search engine retriever, an HTML parser and a data memory.
Disclosure of Invention
Aiming at the defects in the prior art, the application aims to provide a financial information acquisition and processing system and a financial information acquisition and processing method.
The application provides a financial information acquisition and processing system, which comprises:
and the permission management module is used for: performing authority management on the user;
the service display setting module: after the user permission configuration is completed, configuring a data acquisition interface in the system;
and a database setting module: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
and a data acquisition module: after the database is set, collecting or maintaining the data information of different service attributes;
and a data checking module: after the data acquisition is completed, the acquired data needs to be checked.
Preferably, the rights management module includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and are carried out in a right management module;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority level and roles of the user according to various preset roles.
Preferably, the service presentation setting module includes: the financial information acquisition processing system supports content setting of a preset layer number menu, divides the layer number menu of data acquisition into preset value layer number menus according to financial business attributes, and each layer of menu comprises operations for realizing dynamic addition and deletion through setting, and meanwhile information acquisition supports setting of display content, control and control options.
Preferably, the database setting module includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure settings include tables corresponding to the presentation content, fields to which the tables relate, and attributes corresponding to the fields.
Preferably, the data acquisition module comprises: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a preset value series menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents;
the data proofreading module includes: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
The application provides a financial information acquisition and processing method, which comprises the following steps:
rights management step: performing authority management on the user;
a service display setting step: after the user authority configuration is completed, configuring a data acquisition interface in the financial information acquisition processing system;
database setting: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
and a data acquisition step: after the database is set, collecting or maintaining the data information of different service attributes;
and (3) data checking: after the data acquisition is completed, the acquired data needs to be checked.
Preferably, the rights management step includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and the operations are carried out in a right management step;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority level and roles of the user according to various preset roles.
Preferably, the service presentation setting step includes: the financial information acquisition processing system supports content setting of a preset layer number menu, divides the layer number menu of data acquisition into preset value layer number menus according to financial business attributes, and each layer of menu comprises operations for realizing dynamic addition and deletion through setting, and meanwhile information acquisition supports setting of display content, control and control options.
Preferably, the database setting step includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure settings include tables corresponding to the presentation content, fields to which the tables relate, and attributes corresponding to the fields.
Preferably, the data acquisition step includes: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a preset value series menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents.
The data proofreading step comprises the following steps: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
Compared with the prior art, the application has the following beneficial effects:
1. the method effectively integrates a large amount of different attribute data generated by the financial industry, and provides comprehensive and effective financial data after collection, extraction, verification and analysis for users;
2. the data management and the data acquisition function are integrated in the system at the same time, so that manual cross-platform operation is reduced, and the working efficiency is improved;
3. the system architecture with high definition is realized, and a great amount of system transformation work caused by industry service development or industry service demand change is reduced;
4. establishing a big data information acquisition and processing platform conforming to a new financial system, and providing a strong basic data support for better transformation and upgrading in the financial industry;
5. and the practical business application scene of the user is considered, the self financial industry experience is combined, the financial multisource data is integrated, a highly intelligent information acquisition and processing platform is constructed, and the manual operation and maintenance cost is reduced.
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Other features, objects and advantages of the present application will become more apparent upon reading of the detailed description of non-limiting embodiments, given with reference to the accompanying drawings in which:
fig. 1 is a system functional framework diagram.
Detailed Description
The present application will be described in detail with reference to specific examples. The following examples will assist those skilled in the art in further understanding the present application, but are not intended to limit the application in any way. It should be noted that variations and modifications could be made by those skilled in the art without departing from the inventive concept. These are all within the scope of the present application.
Firstly, describing which modules the system comprises and the functions of the modules and the modules, the acquired data, which modules the data is subsequently called, and the like; then, for the modules with more contents, the modules can be further divided into a plurality of sub-modules, and the specific functions of each sub-module, the acquired data, the module to which the data is subsequently invoked, and the like are described.
The financial information acquisition processing system integrates a user management function and an information acquisition function, realizes effective combination of service data and management data, reduces cross-platform operation time of a user, realizes a highly self-defined system architecture from bottom data processing to front-end service display of information acquisition, improves daily work efficiency and reduces daily maintenance work.
The application provides a financial information acquisition and processing system, which comprises:
and the permission management module is used for: performing authority management on the user;
specifically, the rights management module includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and are carried out in a right management module;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority level and roles of the user according to various preset roles.
The service display setting module: after the user permission configuration is completed, configuring a data acquisition interface in the system;
specifically, the service display setting module includes: the financial information acquisition processing system supports the content setting of three-layer menus, divides the menus for data acquisition into twelve primary menus, 125 secondary menus and 510 tertiary menus according to financial service attributes, and each primary menu can be set to realize the operation of dynamic addition and deletion, and meanwhile, the information acquisition supports the setting of display content, control and control options.
And a database setting module: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
specifically, the database setting module includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure settings include tables corresponding to the presentation content, fields to which the tables relate, and attributes corresponding to the fields.
And a data acquisition module: after the database is set, collecting or maintaining the data information of different service attributes;
specifically, the data acquisition module includes: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a three-level number menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents;
and a data checking module: after the data acquisition is completed, the acquired data needs to be checked.
The data proofreading module includes: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content; the correctness and the effectiveness of the collected data are ensured;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
The authority management is to assign authority to the system user, and after assigning corresponding authority, the system user may set service or edit data for other functions, such as setting menu items of service display interface. After the service display content and the database structure are set, the set menu effect and the name of the content to be collected are seen by the data collection module, wherein the menu effect and the name of the content to be collected comprise corresponding field enumeration types and the like, and a user can collect or maintain specific data of the displayed service field. The data correction module is used for correcting the collected data after warehousing, and if the service rule problem is found, the corresponding collected data is corrected and warehoused.
The application provides a financial information acquisition and processing method, which comprises the following steps:
rights management step: performing authority management on the user;
specifically, the rights management step includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and the operations are carried out in a right management step;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority level and roles of the user according to various preset roles.
A service display setting step: after the user permission configuration is completed, configuring a data acquisition interface in the system;
specifically, the service presentation setting step includes: the financial information acquisition processing system supports the content setting of three-layer menus, divides the menus for data acquisition into twelve primary menus, 125 secondary menus and 510 tertiary menus according to financial service attributes, and each primary menu can be set to realize the operation of dynamic addition and deletion, and meanwhile, the information acquisition supports the setting of display content, control and control options.
Database setting: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
specifically, the database setting step includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure settings include tables corresponding to the presentation content, fields to which the tables relate, and attributes corresponding to the fields.
And a data acquisition step: after the database is set, collecting or maintaining the data information of different service attributes;
specifically, the data acquisition step includes: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a three-level number menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents;
and (3) data checking: after the data acquisition is completed, the acquired data needs to be checked.
The data proofreading step comprises the following steps: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content; the correctness and the effectiveness of the collected data are ensured;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
The authority management is to assign authority to the system user, and after assigning corresponding authority, the system user may set service or edit data for other functions, such as setting menu items of service display interface. After the service display content and the database structure are set, the set menu effect and the name of the content to be collected are seen in the data collection step, wherein the menu effect comprises corresponding field enumeration types and the like, and a user can collect or maintain specific data of the displayed service field. And a data correction step, namely correcting the collected data after warehousing, and if the service rule problem is found, correcting the corresponding collected data and warehousing.
Those skilled in the art will appreciate that the systems, apparatus, and their respective modules provided herein may be implemented entirely by logic programming of method steps such that the systems, apparatus, and their respective modules are implemented as logic gates, switches, application specific integrated circuits, programmable logic controllers, embedded microcontrollers, etc., in addition to the systems, apparatus, and their respective modules being implemented as pure computer readable program code. Therefore, the system, the apparatus, and the respective modules thereof provided by the present application may be regarded as one hardware component, and the modules included therein for implementing various programs may also be regarded as structures within the hardware component; modules for implementing various functions may also be regarded as being either software programs for implementing the methods or structures within hardware components.
The foregoing describes specific embodiments of the present application. It is to be understood that the application is not limited to the particular embodiments described above, and that various changes or modifications may be made by those skilled in the art within the scope of the appended claims without affecting the spirit of the application. The embodiments of the application and the features of the embodiments may be combined with each other arbitrarily without conflict.

Claims (2)

1. A financial information acquisition processing system, comprising:
and the permission management module is used for: performing authority management on the user;
the service display setting module: after the user permission configuration is completed, configuring a data acquisition interface in the system;
and a database setting module: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
and a data acquisition module: after the database is set, collecting or maintaining the data information of different service attributes;
and a data checking module: after the data acquisition is completed, the acquired data needs to be checked;
the rights management module includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and are carried out in a right management module;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority levels and roles of the user according to various preset roles;
the service display setting module comprises: the financial information acquisition processing system supports content setting of a preset layer number menu, divides the layer number menu of data acquisition into preset value series menus according to financial business attributes, and each series menu comprises operations for realizing dynamic addition and deletion through setting, and meanwhile information acquisition supports setting of display content, control and control options;
the database setting module includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure setting comprises a table corresponding to the display content, a field related to the table and a corresponding attribute of the field;
the data acquisition module comprises: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a preset value series menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents;
the data proofreading module includes: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
2. The financial information acquisition and processing method is characterized by comprising the following steps:
rights management step: performing authority management on the user;
a service display setting step: after the user authority configuration is completed, configuring a data acquisition interface in the financial information acquisition processing system;
database setting: after the display setting is completed, a corresponding database structure is established according to the specific display condition;
and a data acquisition step: after the database is set, collecting or maintaining the data information of different service attributes;
and (3) data checking: after the data acquisition is completed, the acquired data needs to be checked;
the rights management step includes: the method comprises the steps that operations including a newly added user, a basic material modifying user and a right operating user are carried out on a financial information acquisition processing system user, and the operations are carried out in a right management step;
before setting a specific user, setting various roles in the financial information acquisition processing system, namely completing role authority configuration; after the setting of the user basic information is completed, setting authority levels and roles of the user according to various preset roles;
the service display setting step comprises the following steps: the financial information acquisition processing system supports content setting of a preset layer number menu, divides the layer number menu of data acquisition into preset value series menus according to financial business attributes, and each series menu comprises operations for realizing dynamic addition and deletion through setting, and meanwhile information acquisition supports setting of display content, control and control options;
the database setting step includes: after the display setting is finished, a corresponding database structure is established according to the specific display condition so as to maintain the content of the acquired information data later; the data structure setting comprises a table corresponding to the display content, a field related to the table and a corresponding attribute of the field;
the data acquisition step comprises the following steps: collecting or maintaining data information of different service attributes; the related data acquisition service classification corresponds to a preset value series menu of a layer number menu of data acquisition, acquires and maintains specific contents under corresponding financial service attributes, and supports review of the currently acquired data contents;
the data proofreading step comprises the following steps: after the data acquisition is completed, the acquired data needs to be checked; the method comprises the steps of checking rule definition, rule detail and inter-table difference checking, and auditing the collected data content;
before data proofreading, proofreading rules are required to be set, the proofreading rules comprise rule names, rule types, rule descriptions, data proofreading and logic proofreading, and finally, a data acquisition flow is completed.
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