CN112288395A

CN112288395A - Cooperative office system, method, device, equipment and medium

Info

Publication number: CN112288395A
Application number: CN202011179207.1A
Authority: CN
Inventors: 张绍静
Original assignee: Taikang Asset Management Co ltd; Taikang Insurance Group Co Ltd
Current assignee: Taikang Asset Management Co ltd; Taikang Insurance Group Co Ltd
Priority date: 2020-10-29
Filing date: 2020-10-29
Publication date: 2021-01-29

Abstract

The invention discloses a collaborative office system, a collaborative office method, a collaborative office device, a collaborative office equipment and a collaborative office medium, which are used for solving the problems that the communication efficiency is low and the tracking of the state of an investment task is not facilitated in the conventional process of carrying out investment right confirmation on a client. The investment assistant in the embodiment of the invention can initiate an investment task based on the investment task initiating module; the account manager can quickly and accurately confirm the investment with the client based on the investment right confirming module; the compliance auditing manager can perform compliance auditing on the sub-investment tasks with the investment approval results of agreeing to the investment based on the compliance auditing module; the investment assistant can perform investment operation on the sub-investment tasks which are in compliance with the compliance audit result based on the investment task initiating module, and compared with a scheme that communication needs to be performed among the existing investment assistant, the account manager and the compliance audit manager through frequently sending emails, the method can timely acquire different states of the investment tasks and the sub-investment tasks based on a cooperative office system, and improves communication efficiency and working efficiency.

Description

Cooperative office system, method, device, equipment and medium

Technical Field

The present invention relates to the field of collaborative office technologies, and in particular, to a collaborative office system, method, apparatus, device, and medium.

Background

In the existing investment right confirming process of whether a client needs to invest in a variety to be invested, an investment assistant, an account manager and a compliance auditing manager are frequently communicated. For example, the investment assistant needs to send the variety to be invested to the account manager through an email, and the account manager manually arranges the variety to be invested, the account, the client and other dimensions in a copy-by-copy manner, and manually writes email content so as to send the corresponding information of the variety to be invested and other information to the client. The account manager then needs to keep track of the customer's responses, e.g., in the form of emails, on a share-by-share basis. And determining the investment right determination result of the client based on the communication result with the client. And aiming at the client with the investment right confirming result of agreeing investment, the account manager sends the relevant investment information of the client with the investment right confirming result to the compliance audit manager through an electronic mail, the compliance audit manager sends the relevant investment information of the client with the compliance audit result of compliance to the investment assistant through the electronic mail, and the investment assistant further carries out corresponding investment operation.

It can be seen from the above description that the existing investment assistants, account managers and compliance audit managers communicate with each other mainly by frequently sending emails, which has the problems of low communication efficiency and being not beneficial to tracking the status of the investment task.

Disclosure of Invention

The embodiment of the invention provides a collaborative office system, a collaborative office method, a collaborative office device, a collaborative office equipment and a collaborative office medium, which are used for solving the problems that the existing investment right confirming process for a client is low in communication efficiency and is not beneficial to tracking the state of an investment task.

In one aspect, the present invention provides a collaborative office system, the system comprising:

the investment task initiating module is used for receiving an investment task, wherein the investment task carries a corresponding investment account, and triggers the investment right confirming module;

the investment right confirming module is used for acquiring the investment task and sending the sub-investment task corresponding to the investment account in a communication mode according to the communication mode corresponding to the pre-stored investment account; when reply information aiming at the sub-investment task is received, determining an investment right confirmation result according to the content of the reply information, and if the investment right confirmation result is investment agreement, triggering a compliance auditing module;

the compliance auditing module is used for determining a compliance auditing result of the sub-investment task according to a preset wind control condition and triggering the investment task initiating module when the compliance auditing result is compliant;

and the investment task initiating module is also used for displaying prompt information of investment operation on the sub-investment tasks.

Further, the system further comprises:

the initial review module is respectively connected with the investment task initiating module and the investment right confirming module;

the investment task initiating module is used for triggering the initial review module when the investment task is received;

the initial examination module is used for determining an initial examination result according to the content of the investment task, and if the initial examination result is qualified, the investment right determining module is triggered;

and the investment right confirming module is used for acquiring the investment task with the qualified initial examination result and carrying out the subsequent steps.

Further, the investment right confirmation module is specifically configured to send the sub-investment task corresponding to the investment account to the corresponding email box through an email according to the email box corresponding to the pre-stored investment account.

Further, the investment right determining module is specifically configured to determine, according to a correspondence between a pre-stored investment variety and a mail template, a target mail template corresponding to a to-be-invested variety carried by the sub-investment task; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

Further, the investment right determining module is further configured to, when a reply email for the sub-investment task is received, associate the reply email with the sub-investment task, and display a task state of the sub-investment task as a result of investment right determination to be determined.

Further, the investment right confirmation module is further configured to associate the email with the sub-investment tasks after the sub-investment tasks corresponding to the investment account are sent to the corresponding email boxes by the email.

Further, the investment right confirming module is specifically configured to, when the electronic mailboxes corresponding to different investment accounts are the same, combine the content of each sub-investment task corresponding to each different investment account, determine the combined content corresponding to each combined sub-investment task, and send the combined content to the corresponding electronic mailbox through an electronic mail.

Further, the investment task initiating module is further configured to generate a provision task for an investment account performing investment operation if it is determined that the investment income of the investment account within a set time meets a preset provision condition, where the provision task carries the corresponding investment account and the investment income within the set time, and triggers the preliminary review module;

the initial review module is further used for determining a preparation result according to the content of the preparation task, and if the preparation result is qualified, the investment right-determining module is triggered;

the investment right confirming module is further used for obtaining the preparation task with qualified preparation result, and sending the sub preparation task corresponding to the investment account through the communication mode according to the communication mode corresponding to the pre-stored investment account.

In yet another aspect, the present invention provides a collaborative work method, including:

acquiring an investment task sent by an investment task initiating module, wherein the investment task carries a corresponding investment account;

sending the sub-investment tasks corresponding to the investment accounts in a communication mode according to the communication mode corresponding to the pre-stored investment accounts; when reply information aiming at the sub-investment tasks is received, determining an investment authority confirmation result according to the content of the reply information, if the investment authority confirmation result is investment agreement, enabling a compliance auditing module to determine a compliance auditing result of the sub-investment tasks according to preset wind control conditions, and enabling an investment task initiating module to display prompt information for carrying out investment operation on the sub-investment tasks when the compliance auditing result is compliance.

Further, the acquiring the investment task sent by the investment task initiating module includes:

and acquiring the initial examination result sent by the initial examination module as a qualified investment task.

Further, the sending the sub-investment tasks corresponding to the investment account through the communication mode according to the pre-stored communication mode corresponding to the investment account includes:

and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails according to the electronic mailboxes corresponding to the pre-stored investment accounts.

Further, the sending the sub-investment tasks corresponding to the investment account to the corresponding electronic mailbox through an electronic mail according to the electronic mailbox corresponding to the pre-stored investment account includes:

determining a target mail template corresponding to the variety to be invested carried by the sub-investment task according to the corresponding relation between the pre-stored investment variety and the mail template; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

Further, the method further comprises:

and when a reply email aiming at the sub-investment task is received, correlating the reply email with the sub-investment task, and displaying the task state of the sub-investment task as a result of the investment right to be determined.

Further, the method further comprises:

and after the sub-investment tasks corresponding to the investment accounts are sent to the corresponding electronic mailboxes through the electronic mails, the electronic mails are associated with the sub-investment tasks.

and when the electronic mailboxes corresponding to different investment accounts are the same, merging the content of each sub-investment task corresponding to each different investment account, determining the merged content corresponding to each merged sub-investment task, and sending the merged content to the corresponding electronic mailboxes through the electronic mails.

Further, the method further comprises:

aiming at an investment account for investment operation, acquiring a preparation result sent by a primary examination module as a qualified preparation task, wherein the preparation task carries a corresponding investment account and investment income within a set time;

and sending the sub-preparation tasks corresponding to the investment accounts in a communication mode according to the pre-stored communication mode corresponding to the investment accounts.

In yet another aspect, the present invention provides a collaborative office apparatus, the apparatus comprising:

the acquisition unit is used for acquiring the investment task sent by the investment task initiating module, wherein the investment task carries a corresponding investment account;

the cooperation unit is used for sending the sub-investment tasks corresponding to the investment accounts in a communication mode according to the communication mode corresponding to the pre-stored investment accounts; when reply information aiming at the sub-investment tasks is received, determining an investment authority confirmation result according to the content of the reply information, if the investment authority confirmation result is investment agreement, enabling a compliance auditing module to determine a compliance auditing result of the sub-investment tasks according to preset wind control conditions, and enabling an investment task initiating module to display prompt information for carrying out investment operation on the sub-investment tasks when the compliance auditing result is compliance.

Further, the obtaining unit is specifically configured to obtain that the initial review result sent by the initial review module is a qualified investment task.

Further, the collaboration unit is specifically configured to send the sub-investment tasks corresponding to the investment account to the corresponding electronic mailbox through an electronic mail according to the electronic mailbox corresponding to the pre-stored investment account.

Further, the cooperation unit is specifically configured to determine, according to a correspondence between a pre-stored investment variety and a mail template, a target mail template corresponding to a to-be-invested variety carried by the sub-investment task; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

Further, the apparatus further comprises:

and the association unit is used for associating the reply email with the sub-investment task when receiving the reply email aiming at the sub-investment task, and displaying the task state of the sub-investment task as a result of the investment right to be determined.

Further, the association unit is further configured to associate the email with the sub-investment tasks after the sub-investment tasks corresponding to the investment account are sent to the corresponding email boxes by the email.

Further, the collaboration unit is specifically configured to, when the electronic mailboxes corresponding to different investment accounts are the same, merge the content of each sub-investment task corresponding to each different investment account, determine the merged content corresponding to each merged sub-investment task, and send the merged content to the corresponding electronic mailbox through an electronic mail.

Further, the obtaining unit is further configured to obtain, for an investment account performing the investment operation, a provision result sent by the primary review module as a qualified provision task, where the provision task carries the corresponding investment account and the investment income within the set time;

and the cooperation unit is further used for sending the sub-preparation tasks corresponding to the investment accounts in a communication mode according to the pre-stored communication mode corresponding to the investment accounts.

In yet another aspect, the present invention provides an electronic device, which at least includes a processor and a memory, wherein the processor is configured to implement the steps of any one of the above-mentioned cooperative working methods when executing a computer program stored in the memory.

In still another aspect, the present invention provides a computer-readable storage medium storing a computer program which, when executed by a processor, implements the steps of any of the above-described cooperative working methods.

The investment assistant in the embodiment of the invention can initiate the investment task based on the investment task initiating module; the account manager can quickly and accurately confirm the investment with the client based on the investment right confirming module; the compliance auditing manager can perform compliance auditing on the sub-investment tasks with the investment approval results of agreeing to the investment based on the compliance auditing module; the investment assistant can perform investment operation on the sub-investment tasks which are in compliance with the compliance audit result based on the investment task initiating module, and compared with the scheme that the existing investment assistant, an account manager and a compliance audit manager need to communicate by frequently sending emails, the embodiment of the invention can timely acquire different states of the investment tasks and the sub-investment tasks based on a cooperative office system, thereby improving the communication efficiency and the working efficiency.

Drawings

Fig. 1 is a schematic diagram of a first cooperative office system according to an embodiment of the present invention;

FIG. 2 is a schematic diagram of a second collaborative office system according to an embodiment of the present invention;

fig. 3 is a schematic diagram of a cooperative working process of a third cooperative working system according to an embodiment of the present invention;

fig. 4 is a schematic process diagram of a cooperative working method according to an embodiment of the present invention;

FIG. 5 is a schematic diagram of a cooperative office apparatus according to an embodiment of the present invention;

fig. 6 is a schematic structural diagram of an electronic device according to an embodiment of the present invention.

Detailed Description

In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention will be described in further detail with reference to the accompanying drawings, and it is apparent that the described embodiments are only a part of the embodiments of the present invention, 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 invention.

In order to improve communication efficiency and work efficiency and conveniently track the state of an investment task, the embodiment of the invention provides a collaborative office system, a mode, a device, equipment and a medium.

Example 1:

fig. 1 is a schematic diagram of a first cooperative office system according to an embodiment of the present invention, where the system includes:

the investment task initiating module 11 is configured to receive an investment task, where the investment task carries a corresponding investment account, and trigger the investment right confirming module 12;

the investment right confirming module 12 is configured to obtain the investment task, and send a sub-investment task corresponding to the investment account through a communication mode according to a communication mode corresponding to the investment account that is pre-stored; when reply information aiming at the sub-investment task is received, determining an investment right confirmation result according to the content of the reply information, and if the investment right confirmation result is investment agreement, triggering a compliance auditing module 13;

the compliance auditing module 13 is used for determining a compliance auditing result of the sub-investment task according to a preset wind control condition, and triggering the investment task initiating module 11 when the compliance auditing result is compliant;

the investment task initiating module 11 is further configured to display a prompt message for performing an investment operation on the sub-investment task.

The collaborative office system provided by the embodiment of the invention is applied to electronic equipment, and the electronic equipment can be equipment such as a PC (personal computer), a mobile terminal and the like, and can also be a server and the like.

The investment assistant may initiate an investment task based on the investment task initiating module 11, and the investment task initiating module 11 receives the investment task, where the investment task may carry a corresponding investment account. After receiving the investment task, the investment task initiating module 11 may trigger the investment entitlement module 12.

The investment mission may be acquired after the investment entitlement module 12 is triggered. It can be understood that, after acquiring the investment task, the investment right confirming module 12 also acquires the corresponding investment account carried by the investment task. And generating a sub-investment task corresponding to the investment account according to the investment account carried by the investment task. It can be understood that, if the investment task carries a plurality of investment accounts, a sub-investment task corresponding to the investment account is generated for each investment account, that is, the investment task is divided into a plurality of sub-investment tasks belonging to the investment task by taking the investment account as a dimension. Meanwhile, the investment right confirming module 12 may pre-store a communication mode corresponding to the investment account, and in a possible implementation manner, the investment right confirming module 12 may pre-store a communication mode of a client corresponding to the investment account. In order to make investment authority with the client for the investment task, the sub-investment task corresponding to the investment account can be sent to the client through the communication mode. In a possible implementation mode, the sub-investment tasks carry information of the variety to be invested, the investment time limit and the like, and the sub-investment tasks carrying the information of the variety to be invested, the investment time limit and the like can be sent to the client through the communication mode, so that the client can know the sub-investment tasks.

After the sub-investment task corresponding to the investment account is sent to the client in a communication manner, if the return information for the sub-investment task is received, the investment right-confirming module 12 may confirm the investment right-confirming result according to the content of the return information. The result of the investment authorization may be determined, for example, by identifying the contents of the reply message, such as approval or disapproval of the investment. Illustratively, if the content of the reply message is the investment agreement, the result of the investment authority is determined to be the investment agreement; and if the content of the reply message is not approved investment, determining that the investment right confirmation result is not approved investment. In a possible implementation manner, when the content of the reply information is the investment agreement, if the content of the reply information also carries information such as the investment amount of the investment agreement, the investment amount of the investment agreement and the like can be further determined.

In the embodiment of the present invention, when the result of the investment authority confirmation is the investment agreement, the investment authority confirmation module 12 triggers the compliance auditing module 13, and the compliance auditing module 13 may further audit whether the sub-investment tasks of the investment agreement are compliant. For example, the compliance auditing module 13 may determine a compliance auditing result of the sub-investment task according to preset wind control conditions and information such as investment amount of investment agreed by the client in the sub-investment task, where the compliance auditing module 13 may determine the compliance auditing result of the sub-investment task based on the prior art, and details of the embodiment of the present invention are not described herein. When the compliance auditing module 13 determines that the compliance auditing result of the sub-investment task is compliant, it may be considered that the sub-investment task may perform corresponding investment operation, and then the investment task initiating module 11 may be further triggered.

After being triggered by the compliance auditing module 13, the investment task initiating module 11 may display a prompt message indicating that the investment operation is possible for the sub-investment task whose compliance auditing result is compliant, so as to facilitate the investment assistant to perform the corresponding investment operation on the sub-investment task according to the prompt message.

The investment assistant in the embodiment of the invention can initiate the investment task based on the investment task initiating module 11; the account manager can quickly and conveniently carry out investment right confirmation with the client based on the investment right confirmation module 12; the compliance auditing manager can perform compliance auditing on the sub-investment tasks with the investment approval results of agreeing to the investment based on the compliance auditing module 13; the investment assistant can perform investment operation on the sub-investment tasks which are in compliance with the compliance audit result based on the investment task initiating module 11, and compared with the scheme that the existing investment assistant, an account manager and a compliance audit manager need to communicate by frequently sending emails, the embodiment of the invention can timely acquire different states of the investment tasks and the sub-investment tasks based on a cooperative office system, thereby improving the communication efficiency and the working efficiency.

Example 2:

in order to improve the working efficiency, on the basis of the above embodiment, in an embodiment of the present invention, the system further includes:

a primary review module 21, wherein the primary review module 21 is respectively connected to the investment task initiating module 11 and the investment right confirming module 12;

the investment task initiating module 11 is configured to trigger the initial review module 21 when the investment task is received;

the initial review module 21 is configured to determine an initial review result according to the content of the investment task, and if the initial review result is qualified, trigger the investment right determining module 12;

the investment right-confirming module 12 is used for acquiring the investment task with the qualified initial examination result and performing the subsequent steps.

Fig. 2 is a schematic diagram of a second collaborative office system according to an embodiment of the present invention, as shown in fig. 2: in the embodiment of the present invention, the initial review module 21 is respectively connected to the investment task initiating module 11 and the investment right confirming module 12, that is, the investment task initiating module 11 and the investment right confirming module 12 are connected through the initial review module 21. Specifically, the investment task initiating module 11 may trigger the initial review module 21 when receiving the investment task. The initial review module 21, when triggered, can determine the initial review result based on the content of the investment task. For example, the initial review result may be determined according to the information of the variety to be invested, the investment time limit, the expected income range of the variety to be invested, the investment advice and the like in the investment task content. In one possible embodiment, the initial review result may be determined based on the sophistication of the investment task content. Illustratively, if the completeness of the investment task content meets a preset initial examination condition, determining that the initial examination result is qualified; and if the completeness of the investment task content does not meet the preset initial examination condition, determining that the initial examination result is unqualified.

In one possible embodiment, when the initial result is not qualified, the initial module 21 may trigger the investment task initiating module 11, and the investment task initiating module 11 displays a prompt for re-modifying the investment task, so that the investment assistant can re-modify the investment task according to the prompt.

When the initial examination module 21 determines that the initial examination result is qualified, the investment right determining module 12 is triggered, and the investment right determining module 12 acquires the initial examination result as a qualified investment task to perform the subsequent process, namely, according to a communication mode corresponding to a pre-stored investment account, sending a sub-investment task corresponding to the investment account through the communication mode; when the reply information aiming at the sub-investment task is received, determining an investment right confirmation result according to the content of the reply information, and if the investment right confirmation result is the investment agreement, triggering a compliance auditing module 13; the compliance auditing module 13 determines a compliance auditing result of the sub-investment task according to a preset wind control condition, and triggers the investment task initiating module 11 when the compliance auditing result is compliant; the investment task initiating module 11 displays the prompt information of the investment operation on the sub-investment task with the compliance auditing result being compliance.

In the embodiment of the invention, the account manager can perform initial examination on the investment tasks based on the initial examination module 21, when the initial examination result is qualified, the initial examination module 21 triggers the investment right determining module 12, and the investment right determining module 12 acquires the initial examination result which is the qualified investment task, so that the working efficiency can be further improved.

Example 3:

in order to improve the working efficiency, on the basis of the foregoing embodiments, in the embodiment of the present invention, the investment right confirming module 12 is specifically configured to send the sub-investment task corresponding to the investment account to the corresponding electronic mailbox through an email according to the electronic mailbox corresponding to the pre-stored investment account.

In the embodiment of the invention, the communication mode corresponding to the investment account can be an electronic mailbox, namely, the corresponding relation between the investment account and the electronic mailbox of the client can be stored in advance. The investment right confirming module 12 can send the sub-investment tasks corresponding to the investment accounts of the investment tasks to the corresponding electronic mailboxes in an electronic mail mode according to the electronic mailboxes corresponding to the pre-stored investment accounts, so that the time for an account manager to search and input the electronic mailboxes of the customers can be saved, and the efficiency of sending the electronic mails is improved.

Example 4:

in order to improve the efficiency of sending the e-mail, on the basis of the foregoing embodiments, in the embodiment of the present invention, the investment right determining module 12 is specifically configured to determine, according to a correspondence between a pre-stored investment variety and a mail template, a target mail template corresponding to a to-be-invested variety carried by the sub-investment task; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

In the embodiment of the invention, in order to improve the efficiency of sending the email to the client, the corresponding relation between the investment variety and the email template can be preserved in advance, then the target email template corresponding to the variety to be invested is determined according to the variety to be invested carried in the sub-investment task, and the sub-investment task corresponding to the investment account is sent to the corresponding email box through the email based on the target email template, so that the time for the account manager to edit the email content can be saved, the account manager only needs to simply check the email content, and only needs to upload the attachment when the attachment is uploaded, thereby improving the efficiency of sending the email.

In addition, because the account manager can efficiently confirm the investment right with the client through the electronic mail based on the investment right confirming module 12 in the embodiment of the invention, compared with the existing account manager which needs to manually arrange the investment right by parts according to a plurality of dimensions such as varieties to be invested, investment accounts, communication modes corresponding to the investment accounts and the like carried in the investment tasks, manually write the electronic mail and send the information such as the corresponding investment varieties to the client for confirming the investment right, the account manager can conveniently confirm the investment right with the client based on the investment right confirming module 12 in the embodiment of the invention, and the working efficiency is improved and the error rate is reduced.

Example 5:

in order to facilitate tracking and managing the investment tasks and improve the work efficiency, on the basis of the above embodiments, in the embodiment of the present invention, the investment right determining module 12 is further configured to, when receiving a reply email for the sub-investment task, associate the reply email with the sub-investment task, and display a task state of the sub-investment task as a result of investment right determination to be determined.

In the embodiment of the present invention, when receiving the reply email for the sub-investment task, the investment right determining module 12 may determine the sub-investment task of the investment account corresponding to the reply email according to the correspondence between the email box of the reply email, the saved email box, and the investment account, and associate the reply email with the sub-investment task. In addition, in order to prompt the account manager to confirm the investment authority result of the sub-investment task with the client reply, the task state of the sub-investment task can be displayed as the investment authority result to be determined.

Because the investment right-confirming module 12 in the embodiment of the present invention can associate the reply email with the corresponding sub-investment task when receiving the reply email for the sub-investment task, compared with the existing communication only through the email, the embodiment of the present invention is beneficial to the accumulation and precipitation of data, and is beneficial to the tracking and management of the investment task. And the task state of the sub-investment task can be displayed as the result of the investment right to be determined so as to prompt an account manager to carry out the next operation, so that the working efficiency can be improved, and the user experience can be improved.

Example 6:

in order to facilitate tracking and managing the investment tasks and improve the work efficiency, on the basis of the foregoing embodiments, in the embodiment of the present invention, the investment right confirming module 12 is further configured to associate the email with the sub-investment tasks after the sub-investment tasks corresponding to the investment account are sent to the corresponding email boxes by the email.

In order to facilitate tracking and managing the investment tasks with the investment task as a guide, in an embodiment of the present invention, the investment authority module 12 may associate the email sent to the client with the sub-investment task after sending the sub-investment task corresponding to the investment account to the corresponding email box by email, so as to record the whole investment authority process of the sub-investment task.

Because the embodiment of the invention can associate the email sent to the client with the sub-investment tasks after sending the sub-investment tasks corresponding to the investment account to the corresponding email box through the email, compared with the prior art that the email can only be communicated through the email singly, the embodiment of the invention is beneficial to the accumulation and the precipitation of data, is beneficial to tracking and managing the investment tasks, can improve the working efficiency and improve the user experience.

Example 7:

in order to improve user experience, on the basis of the foregoing embodiments, in an embodiment of the present invention, the investment right confirming module 12 is specifically configured to, when electronic mailboxes corresponding to different investment accounts are the same, combine contents of each sub-investment task corresponding to each different investment account, determine combined contents corresponding to each combined sub-investment task, and send the combined contents to the corresponding electronic mailbox through an electronic mail.

In one possible embodiment, the investment task carries multiple accounts, where different accounts may correspond to the same customer, i.e., different accounts correspond to the same email box. In order to improve user experience, when the electronic mailboxes corresponding to different investment accounts are the same, the contents of the sub-investment tasks corresponding to each investment account corresponding to the same electronic mailbox are merged, and the merged contents corresponding to each merged sub-investment task are determined. Specifically, the merged content corresponding to each of the merged sub-investment tasks may have the same mail new header, mail subject, recipient electronic mailbox, sender electronic mailbox, sending date, attachment, and the like, and the mail text content may include the content of each of the sub-investment tasks. The embodiment of the invention does not specifically limit the specific form of the combined content corresponding to each combined sub-investment task, and can be flexibly set according to the requirements. After determining the merged content corresponding to each of the merged sub-investment tasks, the merged content may be sent to the corresponding electronic mailbox by an email.

The embodiment of the invention can combine the contents of a plurality of sub-investment tasks corresponding to a plurality of investment accounts and then send the combined contents to the client when the same client and the same email box correspond to the plurality of investment accounts, thereby improving the working efficiency and the user experience.

Example 8:

in order to improve user experience, on the basis of the foregoing embodiments, in an embodiment of the present invention, the investment task initiating module 11 is further configured to generate a provision task for an investment account performing an investment operation, if it is determined that an investment benefit of the investment account within a set time meets a preset provision condition, where the provision task carries a corresponding investment account and an investment benefit within a set time, and triggers the initial review module 21;

the initial review module 21 is further configured to determine an equipment result according to the content of the equipment task, and if the equipment result is qualified, trigger the investment right-determining module 12;

the investment right confirming module 12 is further configured to obtain a preparation result as a qualified preparation task, and send a sub-preparation task corresponding to the investment account through a communication mode according to a communication mode corresponding to the investment account which is pre-stored.

In the embodiment of the present invention, the investment task initiating module 11 may also track the return on investment of the investment account for which the investment operation has been performed. And when the investment income of the investment account in the set time is judged to meet the preset preparation conditions, generating a preparation task. For example, when the loss amount of the investment account in the set time reaches a preset loss threshold, a corresponding provisioning task may be generated, where the provisioning task may carry the corresponding investment account and the investment income in the set time. After the investment task initiating module 11 generates the preparation task, the initial review module 21 may be triggered.

After the initial review module 21 is triggered, the backup task can be acquired, and the backup result is determined according to the content information carried by the backup task. In a possible implementation manner, the initial review module 21 may determine the preparation result according to the completeness of the content information carried by the preparation task. Specifically, if the integrity of the backup task content meets a preset backup initial examination condition, determining that the backup result is qualified; and if the completeness of the investment task content does not meet the preset reporting initial examination condition, determining that the reporting result is unqualified. In one possible embodiment, when the preparation result is not qualified, the initial review module 21 may trigger the investment task initiating module 11, and the investment task initiating module 11 displays a prompt message for re-modifying the preparation task, so that the investment assistant may re-modify the preparation task according to the prompt message.

When the initial review module 21 determines that the preparation result is qualified, the investment right confirming module 12 is triggered, the investment right confirming module 12 can obtain the preparation task with the qualified preparation result, and according to the communication mode corresponding to the pre-stored investment account, the sub-preparation task corresponding to the investment account is sent to the corresponding client through the communication mode.

In a possible implementation manner, the communication manner corresponding to the pre-stored investment account may be an email, the investment authority determining module 12 may determine a target email template corresponding to the sub-provisioning task according to a correspondence between the pre-stored provisioning task and the email template, and based on the target email module, send the sub-provisioning task corresponding to the investment account to a corresponding email through an email to prompt the customer corresponding to the email.

In order to facilitate tracking and managing the preparation tasks, the investment authority module 12 is further configured to associate the email with the sub-preparation tasks corresponding to the investment accounts after the sub-preparation tasks are sent to the corresponding email boxes by the email. In addition, the investment-right module 12 may further display the task status of the sub-preparation task as prepared after associating the email with the sub-preparation task.

Because the embodiment of the invention can judge the investment account which has been invested based on the investment task initiating module 11, when the investment income in the set time period meets the preset preparation condition, the preparation task can be generated, the primary examining module 21 determines the preparation result according to the content of the preparation task, if the preparation result is qualified, the investment confirmation module 12 is triggered, and the investment confirmation module 12 can further send the sub-preparation task corresponding to the investment account in a communication mode corresponding to the pre-stored investment account so as to prompt the preparation of the client corresponding to the investment account.

For convenience of understanding, the office process of the collaborative office system according to the embodiment of the present invention is described below by using a specific embodiment, and fig. 3 is a schematic diagram of a collaborative office process of a third collaborative office system according to the embodiment of the present invention, as shown in fig. 3:

the first step is as follows: the investment assistant, the account manager, the dockee, the account manager and the compliance audit manager log in the cooperative office system, corresponding user names and passwords are input, the cooperative office system verifies the received user names and passwords, and corresponding permission is opened for the user names after the verification is passed.

In general, there is a great risk if an Application Program Interface (API) is directly exposed. In consideration of security, the API is generally divided into a certain permission level, then a user is authenticated, and the corresponding API is opened to the user according to the authentication result. When verifying the user name, the password and the corresponding authority of the user name, the collaborative office system provided by the embodiment of the invention can be based on the existing authentication mechanism of the Token (Token), namely, Json Web Token (JWT) and Spring secrecy are adopted for authentication.

Among them, JWT is a small and self-contained JSON object that can be securely transmitted, defined based on the standards of the Request For Comments (RFC) 7519. Since the data is digitally signed, it is trusted and secure. The JWT may encrypt the private information (secret) using a Hash-based Message Authentication Code (HMAC) algorithm or sign using a public-private key pair of an RSA encryption algorithm.

Spring Security mainly solves the following problems: authentication (who you are), authorization (what you can do), and attack protection (preventing counterfeit identity). The core of Spring Security is a group of Filter chains, the most core is a user authority Authentication Basic interface (Basic Authentication Filter) used for authenticating the identity of a user, and one Filter in Spring Security processes an Authentication mode.

Specifically, when the investment assistant, the account manager, the dockee, the account manager, and the compliance audit manager log in the collaborative office system, after inputting the corresponding user name and password, the JWT generates a JWT Token based on the request verification mechanism and returns the JWT Token to the Spring Security, and the Spring Security processes the user right: including permission division of APIs, permission division of resources, authentication of usernames and passwords, and the like. And returning the corresponding result to present the corresponding API function.

After the investment assistant, the account manager and the compliance audit manager successfully log in the cooperative office system, the cooperative office system may respectively present the function corresponding to the investment task initiating module 11, the function corresponding to the preliminary audit module 21, the function corresponding to the investment authority module 12 and the function corresponding to the compliance audit module 13.

The second step is that: the investment assistant initiates an investment task based on an investment task initiating module 11, wherein the investment task is an investment task which needs to invest the client with the right to perform investment operation, and the investment task carries a corresponding investment account. After receiving the investment task, the investment task initiating module 11 triggers the initial review module 21.

It will be appreciated that for an investment task that does not require a client investment authority to perform the investment operation directly, the investment assistant may record information about the investment task on the collaborative office system without initiating the investment task to the investment task initiation module 11. Correspondingly, for the investment varieties with no investment, the corresponding related information can be recorded on the cooperative office system without initiating the corresponding investment tasks to the investment task initiating module 11.

The third step: the initial examination module 21 receives the investment task requiring investment right determination, displays prompt information for determining the initial examination result, the initial examination module 21 determines the initial examination result according to the content of the investment task, and if the initial examination result is qualified, the initial examination module 12 is triggered.

When the initial examination result is unqualified, the initial examination module 21 may trigger the investment task initiating module 11, and the investment task initiating module 11 displays a prompt message for revising the investment task, so that the investment assistant may revise the investment task according to the prompt message.

The fourth step: the investment right confirming module 12 acquires the investment task, displays prompt information of the to-be-communicated right confirming, and the investment right confirming module 12 confirms a target mail template corresponding to the to-be-invested variety carried by a sub-investment task corresponding to the investment account according to the corresponding relation between the pre-stored investment variety and the mail template; based on the target mail template, sending the sub-investment tasks corresponding to the investment accounts to the electronic mailboxes corresponding to the pre-stored investment accounts through the electronic mails; when a reply email for the sub-investment tasks is received, correlating the reply email with the corresponding sub-investment tasks, and displaying the task state of the sub-investment tasks as a result of the investment right to be determined; meanwhile, the result of investment right confirmation can be determined according to the content of the reply message, and if the result of investment right confirmation is the agreement to investment, the compliance auditing module 13 is triggered.

In a possible implementation manner, if the investment right is not approved, the investment task initiating module 11 may be triggered, and the investment task initiating module 11 displays a prompt message for ending the sub-investment task.

The investment-right module 12 may integrate mail sending functions, including functions of target mail template generation, association between mail and sub-investment tasks, mail attachment backup to a server, mail reply reminding, and the like, and the related functions related to mail in the collaborative office system may be completed based on microsoft mail transfer framework (EWS) interface. The EWS provides an interface with access to transport (Exchange) resources for processing and tracking e-mails sent and received in the collaborative office system.

In the embodiment of the invention, when the return mail aiming at the sub-investment task is received and the task state of the sub-investment task is displayed as the result of the investment authority to be determined, the mail state of the sent mail corresponding to the return mail can be displayed as the returned mail at the same time. It is to be understood that if a reply mail for the sub-investment task is not received, the mail status of the sent mail is displayed as not replied.

The updating and reading and writing operations of the various task states and the mail states related in the collaborative office system can be realized based on reiteration (Redis) cache processing. Redis is a non-relational database (Not Only SQL, nosql) based on a memory, and Redis is a key-value pair storage database (key-value) written by using C language at an open source bottom layer, and can be used for scenes such as caching, event publishing and subscribing, high-speed queue and the like. But also supports rich data types: the system comprises a character string (string), a hash (hash), a list (list), an unordered set (set) and an ordered set (sorted set, zset), and can support functions of real-time user authentication, mail reminding and the like.

In one possible embodiment, in order to facilitate the investment authority module 12 to distinguish the investment task from the preparation task, the initial examination module 21 sets the task identifier of the investment task as "application" when the initial examination result of the investment task is determined to be qualified; and when the initial examination result of the backup task is determined to be qualified, setting the task identifier of the backup task as 'backup'. The investment right confirming module 12 can automatically group the investment task and the preparation task according to different task identifiers, so as to further improve the working efficiency.

The function of automatically grouping the investment tasks and the preparation tasks according to different task identifiers in the embodiment of the invention, and when the electronic mailboxes corresponding to different investment accounts are the same, the contents of each sub-investment task corresponding to each different investment account can be merged, and the function of sending the merged contents corresponding to each merged sub-investment task to the corresponding electronic mailbox through an electronic mail can be processed based on Java 1.8 new property lambda (lambda). Specifically, a Java 1.8 new property lambda expression may be invoked, where a Stream (Stream) is a collection of elements, which makes the Stream look somewhat like an Iterator (Iterator), and may support operations that converge the original Stream sequentially and in parallel. Collecting (collect) to realize the filter function mode; dividing data into two parts by using collectors (x- > x >2), and grouping and defining the data to obtain grouped data when the result (key) is correct (tube) or error (false). In addition, related operations are prevented from being processed in a database layer, a data processing and persistence hierarchical structure is guaranteed, and the response timeliness of the cooperative office system is improved.

The fifth step: the compliance auditing module 13 determines compliance auditing results of the sub-investment tasks according to preset wind control conditions, and triggers the investment task initiating module 11 when the compliance auditing results are compliant.

And a sixth step: the investment task initiating module 11 displays the prompt information for carrying out the investment operation on the sub-investment task.

In a possible implementation mode, the investment task can carry the investment time limit, so that the investment assistant, the account manager, the dockee, the account manager, the compliance audit manager and the like can efficiently complete the investment right-confirming process according to the investment time limit, and the timeliness of the investment right-confirming process is ensured to a certain extent.

In the embodiment of the invention, the investment assistant, the account manager butt-joint person, the account manager and the compliance auditing manager do not need to send the e-mails to communicate the investment tasks, and particularly, when the investment tasks are more and the investment accounts carried by the investment tasks are more, for example, when the investment varieties are annual fund investment, the investment accounts corresponding to the annual fund investment are numerous, and the working efficiency can be well improved by utilizing the cooperative office system of the embodiment of the invention.

Example 9:

on the basis of the foregoing embodiments, an embodiment of the present invention provides a collaborative work method, and fig. 4 is a schematic process diagram of the collaborative work method provided by the embodiment of the present invention, as shown in fig. 4, the method includes:

s401: acquiring an investment task sent by an investment task initiating module, wherein the investment task carries a corresponding investment account;

s402: sending the sub-investment tasks corresponding to the investment accounts in a communication mode according to the communication mode corresponding to the pre-stored investment accounts; when reply information aiming at the sub-investment tasks is received, determining an investment authority confirmation result according to the content of the reply information, if the investment authority confirmation result is investment agreement, enabling a compliance auditing module to determine a compliance auditing result of the sub-investment tasks according to preset wind control conditions, and enabling an investment task initiating module to display prompt information for carrying out investment operation on the sub-investment tasks when the compliance auditing result is compliance.

The cooperative office method provided by the embodiment of the invention is applied to electronic equipment, and the electronic equipment can be equipment such as a PC (personal computer), a mobile terminal and the like, and can also be a server and the like.

In a possible implementation manner, the acquiring the investment task sent by the investment task initiating module includes:

In a possible implementation manner, the sending, according to a communication manner corresponding to the pre-saved investment account, the sub-investment task corresponding to the investment account through the communication manner includes:

In a possible implementation manner, the sending, according to an email box corresponding to a pre-saved investment account, the sub-investment tasks corresponding to the investment account to the corresponding email box by email includes:

In one possible embodiment, the method further comprises:

Example 10:

on the basis of the foregoing embodiments, an embodiment of the present invention provides a cooperative office apparatus, and fig. 5 is a schematic diagram of a cooperative office apparatus provided in an embodiment of the present invention, as shown in fig. 5, the apparatus includes:

an obtaining unit 51, configured to obtain an investment task sent by an investment task initiating module, where the investment task carries a corresponding investment account;

the cooperation unit 52 is configured to send the sub-investment tasks corresponding to the investment account in the communication manner according to the pre-stored communication manner corresponding to the investment account; when reply information aiming at the sub-investment tasks is received, determining an investment authority confirmation result according to the content of the reply information, if the investment authority confirmation result is investment agreement, enabling a compliance auditing module to determine a compliance auditing result of the sub-investment tasks according to preset wind control conditions, and enabling an investment task initiating module to display prompt information for carrying out investment operation on the sub-investment tasks when the compliance auditing result is compliance.

In a possible embodiment, the obtaining unit 51 is specifically configured to obtain the initial review result sent by the initial review module as a qualified investment task.

In a possible implementation manner, the collaboration unit 52 is specifically configured to send the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through emails according to the electronic mailboxes corresponding to the pre-stored investment accounts.

In a possible implementation manner, the collaboration unit 52 is specifically configured to determine, according to a correspondence between an investment variety and a mail template that are stored in advance, a target mail template corresponding to a variety to be invested, which is carried by the sub-investment task; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

In a possible embodiment, the apparatus further comprises:

and the associating unit 53 is configured to, when receiving a reply email for the sub-investment task, associate the reply email with the sub-investment task, and display a task state of the sub-investment task as a result of the to-be-determined investment right.

In a possible implementation manner, the associating unit 53 is further configured to associate the email with the sub-investment task after sending the sub-investment task corresponding to the investment account to the corresponding email box by email.

In a possible implementation manner, the collaboration unit 52 is specifically configured to, when the electronic mailboxes corresponding to different investment accounts are the same, merge the content of each sub-investment task corresponding to each different investment account, determine merged content corresponding to each merged sub-investment task, and send the merged content to the corresponding electronic mailbox through an electronic mail.

In a possible implementation manner, the obtaining unit 51 is further configured to obtain, for an investment account performing an investment operation, an arming task that is qualified as an arming result sent by a primary review module, where the arming task carries the corresponding investment account and an investment benefit within a set time;

the coordination unit 52 is further configured to send the sub-provisioning task corresponding to the investment account in a communication manner according to a communication manner corresponding to the investment account that is pre-stored.

Example 11:

on the basis of the foregoing embodiments, an embodiment of the present invention further provides an electronic device, and fig. 6 is a schematic structural diagram of the electronic device provided in the embodiment of the present invention, as shown in fig. 6, including: the system comprises a processor 61, a communication interface 62, a memory 63 and a communication bus 64, wherein the processor 61, the communication interface 62 and the memory 63 complete mutual communication through the communication bus 64;

the memory 63 has stored therein a computer program which, when executed by the processor 61, causes the processor 61 to perform the steps of:

In a possible embodiment, the processor 61 is specifically configured to obtain the initial review result sent by the initial review module as a qualified investment task.

In a possible implementation manner, the processor 61 is specifically configured to send the sub-investment task corresponding to the investment account to the corresponding electronic mailbox through an email according to the electronic mailbox corresponding to the pre-stored investment account.

In a possible implementation manner, the processor 61 is specifically configured to determine, according to a correspondence between an investment variety and a mail template stored in advance, a target mail template corresponding to a variety to be invested, which is carried by the sub-investment task; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

In a possible implementation manner, the processor 61 is further configured to, when receiving a reply email for the sub-investment task, associate the reply email with the sub-investment task, and display a task state of the sub-investment task as an investment right confirmation result to be determined.

In a possible embodiment, the processor 61 is further configured to associate the email with the sub-investment task after sending the sub-investment task corresponding to the investment account to the corresponding email box by email.

In a possible implementation manner, the processor 61 is specifically configured to, when electronic mailboxes corresponding to different investment accounts are the same, merge the content of each sub-investment task corresponding to each different investment account, determine merged content corresponding to each merged sub-investment task, and send the merged content to the corresponding electronic mailbox by an email.

In a possible implementation manner, the processor 61 is further configured to obtain, for an investment account performing an investment operation, an arming task that is qualified as an arming result sent by the primary review module, where the arming task carries the corresponding investment account and an investment income within a set time; and sending the sub-preparation tasks corresponding to the investment accounts in a communication mode according to the pre-stored communication mode corresponding to the investment accounts.

The communication bus mentioned in the electronic device may be a Peripheral Component Interconnect (PCI) bus, an Extended Industry Standard Architecture (EISA) bus, or the like. The communication bus may be divided into an address bus, a data bus, a control bus, etc. For ease of illustration, only one thick line is shown, but this does not mean that there is only one bus or one type of bus.

The communication interface 62 is used for communication between the above-described electronic apparatus and other apparatuses.

The Memory may include a Random Access Memory (RAM) or a Non-Volatile Memory (NVM), such as at least one disk Memory. Alternatively, the memory may be at least one memory device located remotely from the processor.

The Processor may be a general-purpose Processor, including a central processing unit, a Network Processor (NP), and the like; but may also be a Digital instruction processor (DSP), an application specific integrated circuit, a field programmable gate array or other programmable logic device, discrete gate or transistor logic, discrete hardware components, or the like.

Example 12:

on the basis of the foregoing embodiments, an embodiment of the present invention provides a computer-readable storage medium, in which a computer program executable by an electronic device is stored, and when the program is run on the electronic device, the electronic device is caused to execute the following steps:

In one possible embodiment, the method further comprises:

The computer readable storage medium may be any available medium or data storage device that can be accessed by a processor in an electronic device, including but not limited to magnetic memory such as floppy disks, hard disks, magnetic tape, magneto-optical disks (MOs), etc., optical memory such as CDs, DVDs, BDs, HVDs, etc., and semiconductor memory such as ROMs, EPROMs, EEPROMs, non-volatile memory (NAND FLASH), Solid State Disks (SSDs), etc.

As will be appreciated by one skilled in the art, embodiments of the present application may be provided as a method, system, or computer program product. Accordingly, the present application may take the form of an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects. Furthermore, the present application may take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, and the like) having computer-usable program code embodied therein.

The present application is described with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems), and computer program products according to the application. It will be understood that each flow and/or block of the flow diagrams and/or block diagrams, and combinations of flows and/or blocks in the flow diagrams and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create means for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.

These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including instruction means which implement the function specified in the flowchart flow or flows and/or block diagram block or blocks.

These computer program instructions may also be loaded onto a computer or other programmable data processing apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.

It will be apparent to those skilled in the art that various changes and modifications may be made in the present application without departing from the spirit and scope of the application. Thus, if such modifications and variations of the present application fall within the scope of the claims of the present application and their equivalents, the present application is intended to include such modifications and variations as well.

Claims

1. A collaborative office system, the system comprising:

2. The system of claim 1, further comprising:

3. The system according to claim 1, wherein the investment right confirmation module is specifically configured to send the sub-investment tasks corresponding to the investment account to the corresponding electronic mailbox through an email according to the electronic mailbox corresponding to the pre-saved investment account.

4. The system according to claim 3, wherein the investment right determining module is specifically configured to determine a target email template corresponding to the item to be invested carried by the sub-investment task according to a pre-stored correspondence between the investment item and the email template; and sending the sub-investment tasks corresponding to the investment accounts to the corresponding electronic mailboxes through the electronic mails based on the target mail template.

5. The system according to claim 3 or 4, wherein the investment right determining module is further configured to, when receiving a reply email for the sub-investment task, associate the reply email with the sub-investment task and display a task status of the sub-investment task as a result of the investment right determination to be determined.

6. The system according to claim 3 or 4, wherein the investment right confirming module is further configured to associate the email with the sub-investment task after sending the sub-investment task corresponding to the investment account to the corresponding email box by email.

7. The system according to claim 3 or 4, wherein the investment right confirming module is specifically configured to, when the electronic mailboxes corresponding to different investment accounts are the same, combine the content of each sub-investment task corresponding to each different investment account, determine the combined content corresponding to each combined sub-investment task, and send the combined content to the corresponding electronic mailbox by an email.

8. The system according to claim 2, wherein the investment task initiating module is further configured to generate a provision task for an investment account performing an investment operation if it is determined that an investment benefit of the investment account in a set time meets a preset provision condition, wherein the provision task carries the corresponding investment account and the investment benefit in the set time, and triggers the preliminary review module;

9. A collaborative office method, the method comprising:

10. An electronic device, characterized in that the electronic device comprises at least a processor and a memory, the processor being adapted to carry out the steps of the co-working method according to claim 9 when executing a computer program stored in the memory.

11. A computer-readable storage medium, characterized in that it stores a computer program which, when executed by a processor, implements the steps of the collaborative office method according to claim 9.