CN111861096A - Method and system for visual configuration management of decision flow - Google Patents
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Abstract
The invention discloses a visual configuration management method and a visual configuration management system for a decision process, wherein the method comprises the following steps: s1, accessing the user; s2, a step of portal service; step of S3 flow service; s4 step of applying service; s5, data resource; s6 integrating the interfaces; and S7, managing the system, wherein the system is used for authority control, parameter configuration, index management, system log and comprehensive interface management. Thus, the visualized process management method and system provided by this embodiment employ an intelligent decision system, which includes a rule engine and a decision engine, and the decision flow configuration center mainly has a function of arranging wind control models made by the rule engine, such as model priority adjustment, decision flow sequence control, data source cost control, and the like, and can configure and return used variables and rules. And overall, the process visualization configuration management greatly improves the efficiency of adjusting the wind control policy and the efficiency of managing the decision process.
Description
Technical Field
The invention relates to the technical field of computer software, in particular to a visual configuration management method and system for a decision process.
Background
The management of the process is the important content of enterprise business operation, and the introduction of the internet technology enables the process management to be more intelligent and automatic. Along with the requirement of enterprise users on refined management of business processes, the management of enterprise managers on various processes inside enterprises is more and more complex, when decision process configuration in the prior art is applied to internet financial companies, the change of a wind control policy needs to be quickly responded, the process visualization configuration management is not available on the whole, the efficiency of wind control policy adjustment is reduced, and the efficiency of decision process management is influenced.
Disclosure of Invention
The invention aims to provide a visual configuration management method and system for a decision process.
The invention provides a visual configuration management method for a decision process, which comprises the following steps:
s1 user accessing step, for using system service personnel, service support personnel and system administrator, which correspond to different relations and use system function module according to their different roles, and define different access system channels through mobile terminal or client terminal;
s2, providing operation interface for user access layer, including single sign on, individual customization, uniform interface, content management and uniform user management function;
S3, flow service step, which is used to manage and control the flow whole life cycle based on the flow library, including flow generation, flow display, flow template, flow mapping and workflow management;
s4 step of application service, which is used for application management function constructed based on other resource libraries of the platform, including post management, regulation management, document management, resource management, element management, data unified view management and data analysis, and BI (Business Intelligent, BI);
s5, data resource step, used in process library, post library, case library, document library, resource library, element library and service library;
s6, integrating interface steps, for unified external interface, configuration and ERP (Enterprise resource planning), CRM (customer relationship management), SCM (Supply chain management) and exchange interface of external database and file;
and S7, managing the system, wherein the system is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
In the step of the S3 process service, in a process entry interface, a user enters a process hierarchical relationship, process input and output, and process hooking resources, and the system automatically generates process basic data according to user entry information; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library. The step of visually configuring the decision process comprises: a step for acquiring an external data source and outputting rule data; a step for establishing a scoring node and forming rule expression according to the characteristic analysis of the decision behavior of the customer group; a step for establishing decision nodes, intercepting and limiting through a blacklist, and making a customer group pricing decision; a step for outputting an end variable. The step of visually configuring the decision process further comprises: a step for sending a new flow instruction and predefining a flow name and a flow model; a step for entering interface configuration by dragging various types of model diagrams; and connecting the model graphs through lines to control whether the sub-processes are parallel or not. The model map comprises graphs of start, end, scoring model, data source and the like. The model map is a module, rule assignment, or custom event.
The invention provides a visual configuration management system for a decision process, which comprises the following steps:
the user access module is used for using service personnel, service support personnel and system managers of the system, corresponding to different relationships and function modules of the system according to different roles of the service personnel, the service support personnel and the system managers, and simultaneously defining different channels for accessing the system through the mobile terminal or the client terminal;
the portal service module is used for providing an operation interface for the user access layer, and comprises single sign-on, personalized customization, unified interface, content management and unified user management functions;
the flow service module is used for carrying out flow full-life-cycle management and control based on the flow library, and comprises flow generation, flow display, a flow template, flow mapping and workflow management;
the module of the application service is used for constructing application management functions based on other resource libraries of the platform, and the application management functions comprise post management, regulation management, document management, resource management, element management, data unified view management and data analysis and BI;
the data resource module is used for data resource libraries such as a process library, a post library, a case library, a document library, a resource library, an element library, a business library and the like;
A module of a comprehensive interface, which is used for unified external interface, configuration, ERP (Enterprise resource planning), CRM (customer relationship management), SCM (Supply chain management), and exchange interface of external database and file;
and the system management module is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
In the flow service module, a user inputs flow hierarchical relation, flow input and output and flow hooking resources in a flow input interface, and a system automatically generates flow basic data according to input information of the user; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library. The module for visually configuring the decision flow comprises: a submodule for acquiring an external data source and outputting rule data; a submodule for establishing a scoring node and forming rule expression according to the characteristic analysis of the decision behavior of the customer group; a submodule for establishing decision nodes, performing interception limitation through a blacklist, and performing client group pricing decision; and a submodule for outputting an end variable. The module for visually configuring the decision flow further comprises: a submodule for sending new flow instructions and predefining the flow names and the flow models; a sub-module for entering interface configuration by dragging various types of model diagrams; and the submodules are used for connecting the model graphs through lines and controlling whether the sub processes are parallel or not. The model map comprises graphs of start, end, scoring model, data source and the like. The model map is a module, rule assignment, or custom event.
The invention provides a visual configuration management method and a visual configuration management system for a decision process, which adopt an intelligent decision system and comprise a rule engine and a decision engine, wherein a decision flow configuration center has the main function of arranging wind control models made by the rule engine, such as model priority adjustment, decision process sequence control, data source cost control and the like, and can configure and return used variables and rules. And overall, the process visualization configuration management greatly improves the efficiency of adjusting the wind control policy and the efficiency of managing the decision process.
Drawings
Fig. 1 is a schematic step diagram of a decision flow visualization configuration management method according to an embodiment of the present invention;
fig. 2 is a schematic step diagram of a visualized configuration of a decision process according to an embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are some, but not all, embodiments of the present invention. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Example one
As shown in fig. 1, the present embodiment provides a method for managing a visualized configuration of a decision process, including the following steps:
s1 user accessing step, for using system service personnel, service support personnel and system administrator, which correspond to different relations and use system function module according to their different roles, and define different access system channels through mobile terminal or client terminal;
s2, providing operation interface for user access layer, including single sign on, individual customization, uniform interface, content management and uniform user management function;
s3, flow service step, which is used to manage and control the flow whole life cycle based on the flow library, including flow generation, flow display, flow template, flow mapping and workflow management;
s4 step of application service, which is used for application management function constructed based on other resource libraries of the platform, including post management, regulation management, document management, resource management, element management, data unified view management and data analysis, and BI (Business Intelligent, BI);
and S5, data resource library, including process library, post library, case library, document library, resource library, element library, service library, etc.
S6, integrating interface steps, for unified external interface, configuration and ERP (Enterprise resource planning), CRM (customer relationship management), SCM (Supply chain management) and exchange interface of external database and file;
and S7, managing the system, wherein the system is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
Those skilled in the art can understand that the visualized flow management method provided by this embodiment adopts an intelligent decision system, which includes a rule engine and a decision engine, and the decision flow configuration center mainly has a function of performing arrangement work on a wind control model prepared by the rule engine, such as priority adjustment of the model, decision flow sequence control, data source cost control, and the like, and can configure and return used variables and rules. And overall, the process visualization configuration management greatly improves the efficiency of adjusting the wind control policy and the efficiency of managing the decision process.
The portal service provides a means of releasing public information and integrating portals for applications at all levels, and provides a website-through personalized application system access entrance for users. The method mainly comprises the contents of information publishing, personalized service, content management, portal management and the like. The method relates to a user side, an access layer, an application system layer and other layers. The user side comprises a web browser, a PC, a mobile phone and other access means. The access layer comprises a load balancing server, a mobile access server, an HTTP service, user authorization and the like. The application layer comprises an application server, a directory server and a database server, and achieves the purpose of reusing software service through content management in a portal server in the application server.
The unified user management is divided into three layers, namely a data providing layer, an application module layer and an external access layer. The data provider layer provides the application module layer with data information including data from other unified user management systems in the local database and at the vertical deployment point. The application module layer includes the main functions of the system, and the main business logic is contained in the layer. The external access layer comprises page display and system function operation for users, and also comprises a service interface which is opened for other business systems and is related to an organization.
In the single sign-on implementation mode, when a user requests portal resources, an authentication agent of a portal automatically forwards the request of the user to a single sign-on server, the single sign-on server judges the legal identity of the user, and if the user is not authenticated, the user is required to provide credentials such as a user name/password or a user side certificate. The server checks the validity of the certificate, and when the certificate is valid, the server obtains and stores the related identity information of the user according to the certificate content. In the authentication process, if the credential provided is the user name/password, in the authentication process, the server calls an interface of the unified authentication management system to verify the correctness of the user name and the password; if the user uses the user side certificate to carry out authentication, the server calls an interface provided by a CA authentication mechanism to carry out safety authentication in the authentication process. And after the certificate passes the authentication, the server stores the information and returns the information to the portal through an interface of a unified user management system or the user-related identity information, and the portal receives the user information and directly enters the portal. When the user accesses the service system resource in the portal, the authentication agent also forwards the user request to the single sign-on server, and the server directly returns the user information to the service system because the user has performed the identity authentication, and the system distributes the related resource to the user according to the user information.
Further, in the step of the S3 process service, in a process entry interface, a user performs entry of a process hierarchical relationship, process input and output, and process hooking resources, and the system automatically generates process basic data according to user entry information; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library.
As can be appreciated by those skilled in the art, the system provides a process entry interface, and when a process is to be displayed, the system can select a process display template to display in different ways. The system supports the self-definition of the flow template, including the definition of template icons, backgrounds, graphic modes and the like. Including adding, modifying, and deleting management functions for flow templates. And a condition-based combined query function of the flow template is supported.
As shown in fig. 2, the step of visualizing the configuration of the decision flow includes:
s31 is used for obtaining external data source and outputting rule data;
s32 is used for establishing a scoring node and forming a rule expression according to the characteristic analysis of the client group decision behavior;
s33 is used for establishing decision nodes, carrying out interception limitation through a blacklist and carrying out a customer group pricing decision;
S34 is a step for outputting an end variable.
As can be understood by those skilled in the art, the external data source comprises personal information such as social security, public accumulation fund and the like, and the configuration is written through online logic to control the user to meet conditions, adjust the priority and intercept the hit rate. The blacklist is a list which is preset by a system and does not meet the conditions.
Further, the step of visually configuring the decision process further includes:
a step for sending a new flow instruction and predefining a flow name and a flow model;
a step for entering interface configuration by dragging various types of model diagrams;
and connecting the model graphs through lines to control whether the sub-processes are parallel or not.
Further, the model map comprises graphs of start, end, scoring model and data source.
Further, the model map is a module, rule assignment, or custom event.
Those skilled in the art can understand that the system is entered, the process is newly established, the process name and the description information are filled in, and the like; entering a configuration interface, and dragging various graphic blocks, wherein specific graphics comprise a start graphic, an end graphic, a scoring model, a decision model, a data source and the like; model graphs are connected through lines, and the access rules can be compiled on the lines, namely the flow represented by the next graph can be reached when the conditions are met; the model diagram can control whether the following sub-process lines are parallel, namely all sub-processes run or the admission condition of one process is met; the model diagram can be used for assigning values to modules or rules, and some custom events can be selected; the model graph can select whether the current model refuses to finish the process; and (4) selecting output variables and rules on the ending graph, and finishing the process configuration after storage.
Generally, the system has an intelligent decision system, the intelligent decision system mainly comprises a rule engine and a decision engine, and the decision flow configuration center mainly has the function of arranging wind control models made by the rule engine, specifically, priority adjustment of the models, decision flow sequence control, data source cost control and the like, and configurable return of used variables and rules and the like. And the overall process visualization configuration management greatly improves the efficiency of the wind control policy adjustment.
Example two
The present embodiment provides a decision flow visualization configuration management system, including:
the user access module is used for using service personnel, service support personnel and system managers of the system, corresponding to different relationships and function modules of the system according to different roles of the service personnel, the service support personnel and the system managers, and simultaneously defining different channels for accessing the system through the mobile terminal or the client terminal;
the portal service module is used for providing an operation interface for the user access layer, and comprises single sign-on, personalized customization, unified interface, content management and unified user management functions;
the flow service module is used for carrying out flow full-life-cycle management and control based on the flow library, and comprises flow generation, flow display, a flow template, flow mapping and workflow management;
The module of the application service, is used for managing the function on the basis of the application that other resource libraries of platform construct, including post management, regulation management, document management, resource management, element management, data unification view management and data analysis, BI (Business Intelligent, BI);
and the data resource module is used for data resource libraries such as a process library, a post library, a case library, a document library, a resource library, an element library, a service library and the like.
A module of a comprehensive interface, which is used for unified external interface, configuration, ERP (Enterprise resource planning), CRM (customer relationship management), SCM (Supply chain management), and exchange interface of external database and file;
and the system management module is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
Those skilled in the art can understand that the visualized flow management method provided by this embodiment adopts an intelligent decision system, which includes a rule engine and a decision engine, and the decision flow configuration center mainly has a function of performing arrangement work on a wind control model prepared by the rule engine, such as priority adjustment of the model, decision flow sequence control, data source cost control, and the like, and can configure and return used variables and rules. And overall, the process visualization configuration management greatly improves the efficiency of adjusting the wind control policy and the efficiency of managing the decision process.
The portal service provides a means of releasing public information and integrating portals for applications at all levels, and provides a website-through personalized application system access entrance for users. The method mainly comprises the contents of information publishing, personalized service, content management, portal management and the like. The method relates to a user side, an access layer, an application system layer and other layers. The user side comprises a web browser, a PC, a mobile phone and other access means. The access layer comprises a load balancing server, a mobile access server, an HTTP service, user authorization and the like. The application layer comprises an application server, a directory server and a database server, and achieves the purpose of reusing software service through content management in a portal server in the application server.
The unified user management is divided into three layers, namely a data providing layer, an application module layer and an external access layer. The data provider layer provides the application module layer with data information including data from other unified user management systems in the local database and at the vertical deployment point. The application module layer includes the main functions of the system, and the main business logic is contained in the layer. The external access layer comprises page display and system function operation for users, and also comprises a service interface which is opened for other business systems and is related to an organization.
In the single sign-on implementation mode, when a user requests portal resources, an authentication agent of a portal automatically forwards the request of the user to a single sign-on server, the single sign-on server judges the legal identity of the user, and if the user is not authenticated, the user is required to provide credentials such as a user name/password or a user side certificate. The server checks the validity of the certificate, and when the certificate is valid, the server obtains and stores the related identity information of the user according to the certificate content. In the authentication process, if the credential provided is the user name/password, in the authentication process, the server calls an interface of the unified authentication management system to verify the correctness of the user name and the password; if the user uses the user side certificate to carry out authentication, the server calls an interface provided by a CA authentication mechanism to carry out safety authentication in the authentication process. And after the certificate passes the authentication, the server stores the information and returns the information to the portal through an interface of a unified user management system or the user-related identity information, and the portal receives the user information and directly enters the portal. When the user accesses the service system resource in the portal, the authentication agent also forwards the user request to the single sign-on server, and the server directly returns the user information to the service system because the user has performed the identity authentication, and the system distributes the related resource to the user according to the user information.
Further, in the module of the flow service, in a flow entry interface, a user enters flow hierarchical relation, flow input and output and flow hooking resources, and the system automatically generates flow basic data according to user entry information; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library.
As can be appreciated by those skilled in the art, the system provides a process entry interface, and when a process is to be displayed, the system can select a process display template to display in different ways. The system supports the self-definition of the flow template, including the definition of template icons, backgrounds, graphic modes and the like. Including adding, modifying, and deleting management functions for flow templates. And a condition-based combined query function of the flow template is supported.
Further, the module for visually configuring the decision process comprises:
a submodule for acquiring an external data source and outputting rule data;
a submodule for establishing a scoring node and forming rule expression according to the characteristic analysis of the decision behavior of the customer group;
a submodule for establishing decision nodes, performing interception limitation through a blacklist, and performing client group pricing decision;
And a submodule for outputting an end variable.
As can be understood by those skilled in the art, the external data source comprises personal information such as social security, public accumulation fund and the like, and the configuration is written through online logic to control the user to meet conditions, adjust the priority and intercept the hit rate. The blacklist is a list which is preset by a system and does not meet the conditions.
Further, the module for visually configuring the decision process further includes:
a submodule for sending new flow instructions and predefining the flow names and the flow models;
a sub-module for entering interface configuration by dragging various types of model diagrams;
and the submodules are used for connecting the model graphs through lines and controlling whether the sub processes are parallel or not.
Further, the model map comprises graphs of start, end, scoring model and data source.
Further, the model map is a module, rule assignment, or custom event.
Those skilled in the art can understand that the system is entered, the process is newly established, the process name and the description information are filled in, and the like; entering a configuration interface, and dragging various graphic blocks, wherein specific graphics comprise a start graphic, an end graphic, a scoring model, a decision model, a data source and the like; model graphs are connected through lines, and the access rules can be compiled on the lines, namely the flow represented by the next graph can be reached when the conditions are met; the model diagram can control whether the following sub-process lines are parallel, namely all sub-processes run or the admission condition of one process is met; the model diagram can be used for assigning values to modules or rules, and some custom events can be selected; the model graph can select whether the current model refuses to finish the process; and (4) selecting output variables and rules on the ending graph, and finishing the process configuration after storage.
Generally, the system has an intelligent decision system, the intelligent decision system mainly comprises a rule engine and a decision engine, and the decision flow configuration center mainly has the function of arranging wind control models made by the rule engine, specifically, priority adjustment of the models, decision flow sequence control, data source cost control and the like, and configurable return of used variables and rules and the like. And the overall process visualization configuration management greatly improves the efficiency of the wind control policy adjustment.
Finally, it should be noted that: the above examples are only intended to illustrate the technical solution of the present invention, but not to limit it; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; and such modifications or substitutions do not depart from the spirit and scope of the corresponding technical solutions of the embodiments of the present invention.
Claims (12)
1. A visual configuration management method for decision flow is characterized by comprising the following steps:
s1 user accessing step, for using system service personnel, service support personnel and system administrator, which correspond to different relations and use system function module according to their different roles, and define different access system channels through mobile terminal or client terminal;
S2, providing operation interface for user access layer, including single sign on, individual customization, uniform interface, content management and uniform user management function;
s3, flow service step, which is used to manage and control the flow whole life cycle based on the flow library, including flow generation, flow display, flow template, flow mapping and workflow management;
s4, an application service step, which is used for constructing application management functions based on other resource libraries of the platform, including post management, regulation management, document management, resource management, element management, data unified view management and data analysis, and BI;
s5, data resource step, used in process library, post library, case library, document library, resource library, element library and service library;
s6, integrating interfaces, configuring unified external interfaces, and exchanging interfaces of ERP, CRM and SCM and external databases and files;
and S7, managing the system, wherein the system is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
2. The visual configuration management method for decision-making process according to claim 1, wherein in the step of S3 process service, the user enters the process hierarchy relationship, process input and output, and process hooking resources in the process entry interface, and the system automatically generates the process basic data according to the user entered information; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library.
3. The method for managing a visual configuration of a decision flow according to claim 2, wherein the step of visually configuring a decision flow comprises:
a step for acquiring an external data source and outputting rule data;
a step for establishing a scoring node and forming rule expression according to the characteristic analysis of the decision behavior of the customer group;
a step for establishing decision nodes, intercepting and limiting through a blacklist, and making a customer group pricing decision;
a step for outputting an end variable.
4. The method for decision flow visualization configuration management according to claim 3, wherein the step of decision flow visualization configuration further comprises:
a step for sending a new flow instruction and predefining a flow name and a flow model;
a step for entering interface configuration by dragging various types of model diagrams;
and connecting the model graphs through lines to control whether the sub-processes are parallel or not.
5. The method for visual configuration management of decision flow according to claim 4, wherein the model graph includes start, end, score model and data source graphs.
6. The visual configuration management method for decision processes according to claim 5, wherein the model graph is a module, a rule assignment, or a custom event.
7. A system for visual configuration management of a decision flow, comprising:
the user access module is used for using service personnel, service support personnel and system managers of the system, corresponding to different relationships and function modules of the system according to different roles of the service personnel, the service support personnel and the system managers, and simultaneously defining different channels for accessing the system through the mobile terminal or the client terminal;
the portal service module is used for providing an operation interface for the user access layer, and comprises single sign-on, personalized customization, unified interface, content management and unified user management functions;
the flow service module is used for carrying out flow full-life-cycle management and control based on the flow library, and comprises flow generation, flow display, a flow template, flow mapping and workflow management;
the module of the application service is used for constructing application management functions based on other resource libraries of the platform, and the application management functions comprise post management, regulation management, document management, resource management, element management, data unified view management and data analysis and BI;
the data resource module is used for data resource libraries such as a process library, a post library, a case library, a document library, a resource library, an element library, a business library and the like;
The comprehensive interface module is used for unified external interfaces, configuration and ERP, CRM and SCM as well as exchange interfaces of external databases and files;
and the system management module is used for authority control, parameter configuration, index management, system log and comprehensive interface management.
8. The visual configuration management system for decision-making process according to claim 7, wherein in the process service module, the user enters the process hierarchy, process input and output and process hooking resources in the process entering interface, and the system automatically generates the process basic data according to the user entered information; the system performs flow view display and generates decision flow visualization configuration in a hierarchical and hierarchical manner in a graphical manner according to the basic data of the flow library.
9. The decision flow visualization configuration management system of claim 8 wherein the module for decision flow visualization configuration comprises:
a submodule for acquiring an external data source and outputting rule data;
a submodule for establishing a scoring node and forming rule expression according to the characteristic analysis of the decision behavior of the customer group;
a submodule for establishing decision nodes, performing interception limitation through a blacklist, and performing client group pricing decision;
And a submodule for outputting an end variable.
10. The decision flow visualization configuration management system of claim 9 wherein the module for decision flow visualization configuration further comprises:
a submodule for sending new flow instructions and predefining the flow names and the flow models;
a sub-module for entering interface configuration by dragging various types of model diagrams;
and the submodules are used for connecting the model graphs through lines and controlling whether the sub processes are parallel or not.
11. The decision flow visualization configuration management system of claim 10 wherein the model graph comprises a start, end, score model and data source graph.
12. The decision flow visualization configuration management system of claim 11 wherein the model graph is a module, a rule assignment, or a custom event.
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