CN112052653A - Filling method of statement remark information and financial robot - Google Patents
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Abstract
The method for filling the report remark information and the financial robot realize the automatic filling process of the report remark information based on the financial robot from the view point of process automation, and specifically comprise the steps of automatically deriving required target source data according to the corresponding relation between the report remark and the source data, acquiring second information item data of the corresponding target source data according to the data corresponding relation between a first information item to be filled in the report remark and a second information item in the corresponding target source data, processing the acquired second information item data according to a preset rule, and finally filling a processing result to the corresponding first information item to be filled in the report remark. According to the method and the system, the financial robot is used for acquiring the source data and completely filling the information required by the main items of the report notes, so that the automatic and rapid filling of the report note information can be realized, and the aims of reducing the labor consumption and improving the filling accuracy and efficiency of the report note information are correspondingly fulfilled.
Description
Technical Field
The application belongs to the technical field of process automation, and particularly relates to a filling method of statement remark information and a financial robot.
Background
The financial accounting report is a file provided by an enterprise and reflecting financial conditions of the enterprise on a specific date and operation results and cash flow during a certain accounting period, and comprises a financial accounting report form, a financial accounting report form remark and a financial condition specification, wherein the financial accounting report form mainly comprises an asset liability statement, a profit statement, a cash flow statement and a related additional statement.
The accounting statement supplementary notes are important components of the financial accounting reports, and the financial accounting report supplementary notes are explanations for accounting report users to understand the contents of the accounting reports and are explanations for the accounting report users to understand the contents of the accounting reports and make the accounting report basic, the compiling basis, the compiling principle and method, main items and the like.
In the prior art, the accounting report notes are filled in a manual mode, and information required by at least main items of the accounting report notes is completely filled, however, the manual accounting report note filling mode is time-consuming and labor-consuming, a large amount of manpower is consumed no matter data filling or information rechecking is performed, the accuracy is low, and the efficiency is low.
Disclosure of Invention
In view of the above, the present application provides a method for filling in statement endorsement information and a financial robot, so as to obtain source data through the financial robot and completely fill in information required by at least main items of the statement endorsement, thereby achieving automatic and rapid filling in of the statement endorsement information, and accordingly achieving the purposes of reducing manpower consumption and improving accuracy and efficiency of filling in the statement endorsement information.
The specific scheme is as follows:
a method for filling in report remark information comprises the following steps:
according to the corresponding relation between the preset report notes and the source data, required target source data are exported;
acquiring second information item data of corresponding target source data according to a data corresponding relation between a first information item to be filled in a predetermined report and a second information item in the corresponding target source data, and processing the acquired second information item data according to a predetermined rule to obtain a processing result;
and filling the processing result to the corresponding position of the corresponding first information item required to be filled in the report note until the information item required to be filled in the report note is completely filled.
In the above method, preferably, the information items to be filled in the report notes include form columns in which predetermined items of the report notes need to be filled in, and one item of the report notes corresponds to one or more form columns;
the exporting of the required target source data according to the corresponding relation between the predefined report notes and the source data comprises:
and according to the corresponding relation between the form column of the predetermined item to be filled in the information and the related source data of the report form, exporting the required source target data from the accounting system.
The method preferably, the deriving the required target source data includes:
deriving required source target data from the accounting system according to a pre-configured data template comprising corresponding template parameters; the template parameters are configured based on organization structure information of a subject corresponding to the source data.
Preferably, the data correspondence includes correspondence between a form field to be filled in the report and a field in the corresponding target source data;
the step of filling the processing result into the corresponding first information item to be filled in the report note comprises the following steps:
filling the processing result into a corresponding table column needing to be filled in the report remark so as to realize the filling of the report remark; the table columns to be filled in the report notes are written with column information of columns corresponding to the table columns in the corresponding target source data in advance to form the data corresponding relation.
The above method, preferably, further comprises:
sending notification information to a pre-generated financial robot or setting timing operation for the financial robot;
and the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the statement remark information based on an operation behavior rule corresponding to the operation flow.
The above method, preferably, further comprises:
after the report form remarks are filled, triggering a mail filling and sending process, and executing the following processing based on the process:
loading the filled report notes to the mails in a file form, and filling the appointed addressees in the mails to form mails to be sent;
and sending the mail to be sent to the designated receiver.
A financial robot comprising:
the export module is used for exporting the required target source data according to the corresponding relation between the predetermined report notes and the source data;
the processing module is used for acquiring second information item data of the corresponding target source data according to the data corresponding relation between the first information item to be filled in the predetermined report and the second information item in the corresponding target source data, and processing the acquired second information item data according to a predetermined rule to obtain a processing result;
and the filling module is used for filling the processing result to the corresponding position of the corresponding first information item required to be filled in the report form remark until the information item required to be filled in the report form remark is completely filled.
Preferably, the information items to be filled in the statement of the financial robot comprise form columns of the predefined items to be filled in the statement of the financial robot, one item of the statement of the financial robot corresponds to one or more forms, and the form comprises columns of the information to be filled in;
the export module is specifically configured to:
and according to the corresponding relation between the form column of the predetermined item to be filled in the information and the related source data of the report form, deriving the required target source data from the accounting system.
Preferably, the financial robot is configured to:
according to a pre-configured data template comprising corresponding template parameters, required target source data are derived from the accounting system; the template parameters are configured based on organization structure information of a subject corresponding to the source data.
Preferably, the data correspondence relationship of the financial robot includes a correspondence relationship between form columns to be filled in the report and columns in the corresponding target source data;
the filling module is specifically configured to:
filling the processing result into a corresponding table column needing to be filled in the report remark so as to realize the filling of the report remark; the form column to be filled in the report notes is written with column information of the corresponding column of the form column in the corresponding target source data in advance to form the data corresponding relation.
The financial robot preferably further comprises:
a trigger module to:
sending notification information to a pre-generated financial robot or setting timing operation for the financial robot; and the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the statement remark information based on the operation behavior rule corresponding to the operation flow.
The financial robot preferably further comprises:
a notification module to:
after the completion of the filling of the report notes, loading the filled report notes to the mails in a file form, and filling designated recipients in the mails to form mails to be sent; and sending the mail to be sent to the designated receiver.
Through the technical scheme, the method for filling the report remark information and the financial robot disclosed by the application realize the automatic filling process of the report remark information based on the financial robot from the view point of process automation, and specifically comprise the steps of automatically deriving required target source data according to the corresponding relation between the report remark and the source data, acquiring second information item data of the corresponding target source data according to the data corresponding relation between a first information item required to be filled in the report remark and a second information item in the corresponding target source data, processing the acquired second information item data according to a preset rule, and finally filling a processing result into the corresponding first information item required to be filled in the report remark. According to the method and the system, the financial robot is used for acquiring the source data and completely filling the information required by the main items of the report notes, so that the automatic and rapid filling of the report note information can be realized, and the aims of reducing the labor consumption and improving the filling accuracy and efficiency of the report note information are correspondingly fulfilled.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings needed to be used in the description of the embodiments or the prior art will be briefly introduced below, it is obvious that the drawings in the following description are only embodiments of the present application, and for those skilled in the art, other drawings can be obtained according to the provided drawings without creative efforts.
Fig. 1 is a schematic flow chart of a method for filling in report remark information according to an embodiment of the present application;
FIG. 2 is an example of a file appended to an accounting report filled with to-be-completed field data information according to an embodiment of the present application;
fig. 3 is an example of a source data file exported from an accounting system provided by an embodiment of the present application;
FIG. 4 is an example of a data template including configured template parameters provided by an embodiment of the present application;
fig. 5 is another schematic flow chart of a method for filling in report remark information according to an embodiment of the present application;
fig. 6 is a schematic flowchart of another method for filling in report remark information according to an embodiment of the present application;
FIG. 7 is a schematic structural diagram of a financial robot provided by an embodiment of the present application;
FIG. 8 is another schematic structural diagram of a financial robot provided by an embodiment of the present application;
FIG. 9 is a schematic structural diagram of a financial robot according to an embodiment of the present disclosure.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only a part of the embodiments of the present application, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.
In order to achieve the purposes of automatically and quickly filling the report form remark information, correspondingly reducing the labor consumption and improving the filling accuracy and efficiency of the report form remark information, the application provides a method for filling the report form remark information and a financial robot, and the method for filling the report form remark information and the financial robot are explained in detail through specific embodiments.
Referring to fig. 1, a flow chart of a method for filling report annotation information of the present application is shown, where the method may include the following processing procedures:
The report form remark may be specifically a report form remark. The source data may be, but is not limited to, accounting report data for each unit/business, typically in the form of EXCEL reports.
The filling method of the report remark information provided by the application can be specifically executed through a financial robot which is developed and generated in advance.
In the embodiment of the application, in order to achieve that source data is automatically obtained through a financial robot, information required by at least main items of statement postings is completely filled based on the source data, tables related to the main items of accounting statement postings and columns in the tables needing to be filled with the information are comprehensively sorted in advance, a corresponding relation between the statement postings and the source data is formulated in advance, a data corresponding relation between first information items needing to be filled in the statement postings and second information items in corresponding target source data is formulated, the data corresponding relation is used as target source data required by the financial robot to automatically export the statement postings, and a basis for filling corresponding information in the statement postings according to the data of the target source data is provided.
The report notes such as information items to be filled in the accounting report notes can comprise form columns of information to be filled in the predetermined items of the report notes, and one item of the report notes can correspond to one or more form columns; accordingly, the corresponding relationship between the report remark and the source data, more specifically, the corresponding relationship between the form field of the report remark predetermined item to be filled with information and the related source data, and the data corresponding relationship between the first information item to be filled with the report remark and the second information item in the corresponding target source data may specifically be the corresponding relationship between the form field of the report remark to be filled with and the field in the corresponding target source data, in an actual application, one form field of the report remark to be filled may correspond to one or more fields in the corresponding target source data, which is not limited in this embodiment.
The definition of the corresponding relation between the report remark and the source data aims at informing the financial robot that when the required accounting report remark information is filled, which source data need to be derived specifically, for example, which accounting reports need to be derived specifically, and the data is used as the basis for filling the accounting report remark information, and the definition of the data corresponding relation between the first information item of the report remark to be filled and the second information item of the corresponding target source data aims at informing the financial robot that what data (after being processed according to the rule) in the derived source data needs to be transferred to what column of the report remark item.
After the above-mentioned corresponding relation is well defined, can further carry out financial robot program development by the technical staff, development mainly uses financial robot script engine, and the complete work flow that the statement of overall simulation note was filled in includes at least: and (4) exporting the source data from the accounting system, reading, processing and filling corresponding data in the source data to the corresponding position of the accounting statement note until all main items of the accounting statement note are filled. On the basis, the developed financial robot can be used for carrying out automatic filling processing on the statement remark information.
In practical implementation, the financial robot function according to the embodiment of the present application may be implemented based on RPA (robot Process Automation)) technology, and the implemented financial robot may be in the form of a software application, and the financial robot may simulate and enhance a human-computer interaction Process by using technical components in a user interface layer to execute a repeatable task based on a certain rule.
Taking the report form additional filling as an example, the rules based on which the financial robot executes the task may be: and simulating a user to log in the accounting system, opening a report inquiry module, exporting a relevant report, and filling the report data into a form in the report note. The rule is essentially that the robot is informed of what operation steps are to be executed step by step, and the operation behavior rule of the financial robot can be understood.
The financial robot realized by the embodiment of the application is essentially different from a conventional software application program, wherein the conventional application program is passively operated by a service worker, and a response is given by detecting the operation behavior of the service worker; and the system can work for 7-24 hours, has no emotion, is not tired, can reduce errors, improves the quality and speed, and helps enterprises to improve the quality and efficiency.
On the basis of the development of the financial robot, when the filling of the report remark information is required (the filling of the information to the column of the report remark is correspondingly formed), the financial robot can derive the required target source data according to the corresponding relation between the preset report remark and the source data, and specifically, for example, the financial robot can derive the required target source data from the financial system according to the corresponding relation between the form column of the preset item of the report remark required to be filled with the information and the relevant source data. More specifically, for example, the accounting robot automatically logs in the accounting system to export an accounting report of all units of a certain power saving limited company in the national network as target source data, and the like, the exported accounting report used as the target source data may be in, but is not limited to, an EXCEL report form, and specifically may include, but is not limited to, data information such as accounting balance, occurrence amount, and the like, so as to provide a data basis for a column filled in the accounting report.
In contrast to the accounting report in the EXCEL report form, the remark of the accounting report is usually in the form of word document, but is not limited thereto.
102, according to a data corresponding relation between a first information item to be filled in a predetermined report and a second information item in corresponding target source data, acquiring second information item data of the corresponding target source data, and processing the acquired second information item data according to a predetermined rule to obtain a processing result.
Specifically, the financial robot may first determine a form field to be filled currently in the report entry, and further obtain data information of the corresponding field from the corresponding target source data based on a predefined correspondence between the form field to be filled in the report entry and the field in the corresponding target source data, so as to serve as a data basis for the form field to be filled currently in the report entry.
In the implementation, the field information of the corresponding field of the form field in the corresponding target source data can be written in the form field to be filled in the report notes in advance, so as to form the data corresponding relation. Based on the method, after the form column needing to be filled currently in the corresponding item of the report note is determined, the financial robot can directly read the column information corresponding to the form column in the target source data from the form column of the report note, and further acquire the data information from the corresponding column of the target source data.
As shown in fig. 2 and fig. 3, fig. 2 is an example of a file of an accounting report remark to be filled in field data information, where the file includes a plurality of items, each item includes two information items to be filled, that is, "end of term" and "number of years", and a corresponding field in the target source data is written in advance in the field corresponding to each information item of the item, so as to form a corresponding relationship between a table field to be filled in the report remark and a field in the corresponding target source data, for example, "cash" is written in the corresponding "end of term" field, and "D7" is written in the corresponding "end of term" field, and "D7" is a source data identifier of the "end of term" field of the "cash" item in the source data, and of course, in practical applications, besides writing the field information "D7" corresponding to the source data in the field of the report remark, a source data identifier of the target source data to which "D7" belongs specifically may be written, such as accounting statement numbers. Fig. 3 is an example of a source data file derived from the accounting system, and the financial robot may specifically read data information of a corresponding field from the source data shown in fig. 3 according to field information written at a field to be filled, which is indicated in the statement in fig. 2, and may specifically read data information at a field "D7", such as "xxx", from the source data shown in fig. 3, and fill in the field "end number" of the "cash" item in fig. 2 according to the data information that can be read later.
In an actual application scenario, when filling in an accounting statement remark based on field data information read from target source data, different situations may be corresponded, for example, in some situations, only corresponding field data of the target source data needs to be simply copied and pasted to a corresponding field of the accounting statement remark, in some situations, format conversion needs to be performed, in some situations, format conversion and corresponding operation processing may be required, and on the basis, after second information item data such as corresponding field data is acquired from the corresponding target source data, the data is further processed according to a predetermined rule in the embodiment of the present application.
The data read from the target source data is processed based on predetermined rules, which may include but is not limited to data processing, format conversion, data operation, data integration, and the like. The format conversion can be, for example, converting the characters in the read text format into numerical type so as to participate in the operation; the data operation may be to perform required operation on one or more corresponding field data of the target source data so as to obtain a data result which can be filled in a corresponding field of the accounting report, and the data integration may be to integrate a plurality of corresponding field data of the target source data. Of course, the processing types described above are only exemplary illustrations of the embodiments of the present application, and in an application scenario, the processing rules may be customized according to actual requirements.
And 103, filling the processing result into the corresponding first information item required to be filled in the report note until the information item required to be filled in the report note is completely filled in.
The data result obtained by processing the column data read from the target source data based on the rule can be used as corresponding data to be filled in the accounting statement, so that the financial robot can further automatically fill the processed data result in the corresponding column of the accounting statement (specifically, the data can cover the original data of the column, namely, the column information of the corresponding column of the pre-written source data).
The required information can be completely filled by circularly executing the processing aiming at different columns to be filled in the accounting report, and in actual implementation, the filling process of the data of the different columns to be filled in the accounting report can be executed in series or in parallel, and is not limited.
According to the method and the device, the automatic filling process of the report remark information based on the financial robot is realized from the view point of process automation, the source data are obtained through the financial robot, and the information required by the main items of the report remark is completely filled, so that the automatic and rapid filling of the report remark information can be realized, and the purposes of reducing the labor consumption and improving the filling accuracy and efficiency of the report remark information are correspondingly achieved.
Optionally, in order to facilitate the financial robot to derive the required target source data according to the corresponding relationship between the report notes and the source data, the financial robot may perform some auxiliary and preparation steps in advance before deriving the required target source data, which may include but is not limited to preparation of a data template, modification configuration of module parameters, and the like.
For example, assuming that the accounting reports of some units/enterprises are to be derived as the source data, the conventional technology is derived manually from one unit to one unit, and in the embodiment of the present application, the information of each unit can be configured as the template parameter in the template based on the template, specifically as shown in fig. 4, in the implementation, a certain unit may have a plurality of reports and only needs to derive a part of the reports as the source data of the additional columns of reports, even for a certain report, only needs to derive a part of the information items (such as a part of the columns) as the source data of the additional columns of reports, based on the requirement, further template configuration can be performed, and specifically, report information (such as a report number or a name) of a certain unit and the report that needs to be derived can be specifically derived, And/or some information items to be derived in the report are configured in the template as template parameters, which is not limited in this embodiment as well.
Based on the auxiliary and preparation steps, the financial robot can further conveniently derive the required target source data from the accounting system according to the pre-configured data template comprising the corresponding template parameters.
Optionally, referring to the flowchart of the method for filling in report remark information shown in fig. 5, the method according to the embodiment of the present application may further include the following processing steps:
104, sending notification information to a pre-generated financial robot or setting timing operation for the financial robot;
and 105, the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the report remark information based on an operation behavior rule corresponding to the operation flow.
Specifically, the embodiment further adds a triggering process to the financial robot from the viewpoint of improving process automation.
In the process, once the automation task is completed, notification information can be directly and automatically sent to the financial robot, for example, a mail is automatically sent to the financial robot, the financial robot is notified in a mail instruction form to start a report form remark filling process, and the like, or alternatively, timing operation can be automatically set for the financial robot according to the task execution condition, and after the robot receives the mail instruction or the operation instruction, the operation process is automatically started in response to the instruction, and automatic filling of the report form remark is performed.
Of course, in practical applications, the operator may send notification information to the robot or set a timing task as needed, and the present invention is not limited to this.
Optionally, referring to the flowchart of the method for filling in report remark information shown in fig. 6, the method according to the embodiment of the present application may further include the following processing steps:
after the report form remarks are filled, triggering a mail filling and sending process, and executing the following processing based on the process:
and 107, sending the mail to be sent to the designated receiver.
After the accounting statement note is filled, the financial robot further sends a result file (such as an accounting statement note file in a word document form) to an appointed receiver through a mail, in the process, the financial robot automatically acquires the information of the appointed receiver, fills the information in the position of the mail receiver, automatically loads the filled accounting statement note file to the corresponding position of the mail in an attachment or text content form, and can automatically fill other information such as a mail theme and text content until a complete mail is formed and then sends the complete mail to the appointed receiver.
This application embodiment has further promoted financial robot's process automation degree, and the corresponding consumption, save time and the raising efficiency to the manpower that can further reduce.
Corresponding to the filling method of the report remark information, an embodiment of the present application further provides a financial robot, and referring to fig. 7, the financial robot may include:
an export module 701, configured to export the required target source data according to a corresponding relationship between a predetermined report note and the source data;
the processing module 702 is configured to obtain second information item data of corresponding target source data according to a data correspondence between a first information item to be filled in a predefined report and a second information item in the corresponding target source data, and process the obtained second information item data according to a predefined rule to obtain a processing result;
and a filling module 703, configured to fill the processing result in a corresponding position of the corresponding first information item to be filled in the report note until the information item to be filled in the report note is completely filled in.
In an optional implementation manner of the embodiment of the application, the information items to be filled in the report notes include table columns of the predetermined items to be filled in the report notes, one item of the report notes corresponds to one or more tables, and the tables include the columns of the information to be filled in;
the derivation module 701 is specifically configured to:
and according to the corresponding relation between the form column of the predetermined item to be filled in the information and the related source data of the report form, deriving the required target source data from the accounting system.
In an optional implementation manner of the embodiment of the present application, the derivation module 701 is specifically configured to:
according to a pre-configured data template comprising corresponding template parameters, required target source data are derived from the accounting system; the template parameters are configured based on organization structure information of a subject corresponding to the source data.
In an optional implementation manner of the embodiment of the present application, the data correspondence includes a correspondence between a form field to be filled in a report and a field in corresponding target source data;
the filling module 703 is specifically configured to:
filling the processing result into a corresponding table column needing to be filled in the report remark so as to realize the filling of the report remark; the form column to be filled in the report notes is written with column information of the corresponding column of the form column in the corresponding target source data in advance to form the data corresponding relation.
In an optional implementation manner of the embodiment of the present application, referring to another schematic structural diagram of the fiscal robot shown in fig. 8, the fiscal robot may further include:
a triggering module 704 configured to:
sending notification information to a pre-generated financial robot or setting timing operation for the financial robot; and the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the statement remark information based on the operation behavior rule corresponding to the operation flow.
In an optional implementation manner of the embodiment of the present application, referring to another schematic structural diagram of the fiscal robot shown in fig. 9, the fiscal robot may further include:
a notification module 705 configured to:
after the completion of the filling of the report notes, loading the filled report notes to the mails in a file form, and filling designated recipients in the mails to form mails to be sent; and sending the mail to be sent to the designated receiver.
For the financial robot disclosed in the embodiment of the present application, since it corresponds to the filling method of the report remark information disclosed in the corresponding embodiment above, the description is relatively simple, and for the relevant similar points, please refer to the description of the filling method part of the report remark information in the corresponding embodiment above, and detailed description is omitted here.
To sum up, the method for filling in the statement remark information and the financial robot have the following advantages:
1) the tedious financial staff and the repetitive labor of machinery are reduced, and the financial robot can be used for replacing the financial staff to automatically execute the operation behaviors of system login (such as financial system login), data export, data filling and the like;
2) the quality of data filled by the report remarks is improved, and through programmed operation, data entry errors of manual line skipping and line error are effectively avoided, and the workload of manual rechecking is further reduced;
3) the input of labor cost is reduced, and the workload required by the existing manual mode to be finished in 1.5 personal days is reduced to 15 minutes by verification, so that 426 personal days of input can be saved in the whole province and the whole year.
4) The data can be captured across the systems, the required automatic processing flow can be carried out among different systems, the fusion and the communication of the data are realized, and the working quality and the efficiency are improved.
It should be noted that, in the present specification, the embodiments are all described in a progressive manner, each embodiment focuses on differences from other embodiments, and the same and similar parts among the embodiments may be referred to each other.
For convenience of description, the above system or apparatus is described as being divided into various modules or units by function, respectively. Of course, the functionality of the units may be implemented in one or more software and/or hardware when implementing the present application.
From the above description of the embodiments, it is clear to those skilled in the art that the present application can be implemented by software plus necessary general hardware platform. Based on such understanding, the technical solutions of the present application may be essentially or partially implemented in the form of a software product, which may be stored in a storage medium, such as a ROM/RAM, a magnetic disk, an optical disk, etc., and includes several instructions for enabling a computer device (which may be a personal computer, a server, or a network device, etc.) to execute the method according to the embodiments or some parts of the embodiments of the present application.
Finally, it should also be noted that, in this document, terms such as "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without further limitation, an element defined by the phrase "comprising an … …" does not exclude the presence of other identical elements in a process, method, article, or apparatus that comprises the element.
The foregoing is only a preferred embodiment of the present application and it should be noted that those skilled in the art can make several improvements and modifications without departing from the principle of the present application, and these improvements and modifications should also be considered as the protection scope of the present application.
Claims (12)
1. A method for filling in report remark information is characterized by comprising the following steps:
according to the corresponding relation between the preset report notes and the source data, required target source data are exported;
acquiring second information item data of corresponding target source data according to a data corresponding relation between a first information item to be filled in a predetermined report and a second information item in the corresponding target source data, and processing the acquired second information item data according to a predetermined rule to obtain a processing result;
and filling the processing result to the corresponding position of the corresponding first information item required to be filled in the report note until the information item required to be filled in the report note is completely filled.
2. The method of claim 1, wherein the information items to be filled in the report notes include form fields to be filled in the predetermined items of the report notes, and one item of the report notes corresponds to one or more form fields;
the exporting of the required target source data according to the corresponding relation between the predefined report notes and the source data comprises:
and according to the corresponding relation between the form column of the predetermined item to be filled in the information and the related source data of the report form, exporting the required source target data from the accounting system.
3. The method of claim 1, wherein the deriving the desired target source data comprises:
deriving required source target data from the accounting system according to a pre-configured data template comprising corresponding template parameters; the template parameters are configured based on organization structure information of a subject corresponding to the source data.
4. The method of claim 2, wherein the data correspondence comprises correspondence between a form field to be filled in a report and a field in the corresponding target source data;
the step of filling the processing result into the corresponding first information item to be filled in the report note comprises the following steps:
filling the processing result into a corresponding table column needing to be filled in the report remark so as to realize the filling of the report remark; the table columns to be filled in the report notes are written with column information of columns corresponding to the table columns in the corresponding target source data in advance to form the data corresponding relation.
5. The method of claim 1, further comprising:
sending notification information to a pre-generated financial robot or setting timing operation for the financial robot;
and the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the statement remark information based on an operation behavior rule corresponding to the operation flow.
6. The method of claim 1, further comprising:
after the report form remarks are filled, triggering a mail filling and sending process, and executing the following processing based on the process:
loading the filled report notes to the mails in a file form, and filling the appointed addressees in the mails to form mails to be sent;
and sending the mail to be sent to the designated receiver.
7. A financial robot, comprising:
the export module is used for exporting the required target source data according to the corresponding relation between the predetermined report notes and the source data;
the processing module is used for acquiring second information item data of the corresponding target source data according to the data corresponding relation between the first information item to be filled in the predetermined report and the second information item in the corresponding target source data, and processing the acquired second information item data according to a predetermined rule to obtain a processing result;
and the filling module is used for filling the processing result to the corresponding position of the corresponding first information item required to be filled in the report form remark until the information item required to be filled in the report form remark is completely filled.
8. The financial robot of claim 7 wherein the information items to be filled in the statement include form fields to be filled in for predefined items of the statement, one item of the statement corresponding to one or more forms, the forms including fields to be filled in;
the export module is specifically configured to:
and according to the corresponding relation between the form column of the predetermined item to be filled in the information and the related source data of the report form, deriving the required target source data from the accounting system.
9. A financial robot as claimed in claim 7, wherein said derivation module is configured to:
according to a pre-configured data template comprising corresponding template parameters, required target source data are derived from the accounting system; the template parameters are configured based on organization structure information of a subject corresponding to the source data.
10. The financial robot of claim 8 wherein the data correspondence includes correspondence between form fields to be filled in a statement and fields in corresponding target source data;
the filling module is specifically configured to:
filling the processing result into a corresponding table column needing to be filled in the report remark so as to realize the filling of the report remark; the form column to be filled in the report notes is written with column information of the corresponding column of the form column in the corresponding target source data in advance to form the data corresponding relation.
11. A financial robot as claimed in claim 7, further comprising:
a trigger module to:
sending notification information to a pre-generated financial robot or setting timing operation for the financial robot; and the financial robot receives a notification instruction triggered based on the notification information or an operation instruction triggered based on the timing operation, starts an operation flow based on the received instruction, and fills in the statement remark information based on the operation behavior rule corresponding to the operation flow.
12. A financial robot as claimed in claim 7, further comprising:
a notification module to:
after the completion of the filling of the report notes, loading the filled report notes to the mails in a file form, and filling designated recipients in the mails to form mails to be sent; and sending the mail to be sent to the designated receiver.
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Application publication date: 20201208 |