CN112633691A - Method and device for generating custom approval process - Google Patents
Method and device for generating custom approval process Download PDFInfo
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- CN112633691A CN112633691A CN202011546263.4A CN202011546263A CN112633691A CN 112633691 A CN112633691 A CN 112633691A CN 202011546263 A CN202011546263 A CN 202011546263A CN 112633691 A CN112633691 A CN 112633691A
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- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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Abstract
The invention discloses a method and a device for generating a custom approval process, and relates to the technical field of computers. One embodiment of the method comprises: presetting a plurality of approval process models, wherein the approval process models comprise at least one approval node; acquiring an approval process model in a user authority range according to the collected user information and user authority configuration so that a user can perform custom modification on the approval process model; the approval process is generated according to the approval process model modified by the user definition, the approval process can be flexibly configured according to the embodiment, different business requirements are met, the configuration process is easy and convenient to operate, the process is convenient to maintain, the user experience is improved, and the process configurability and the business performance are well balanced.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a method and a device for generating a custom approval process.
Background
Due to the complexity of the organization structure of the enterprise at present, when items need to be approved, a plurality of approval nodes exist, and an approval process is gradually formed. Taking the bank system to carry out item approval as an example, the existing bank system has numerous processes of applying for reimbursement and financial approval, so that the process design becomes complicated; the demand of individual processes of each branch is large, and a headquarter process cannot meet the conditions of each subsidiary company or branch; the process and the business are combined closely and complexly, and the business process needs to meet the national laws and regulations and the rules and regulations of enterprises, so that the common process configuration scheme on the market cannot meet the requirements.
In the process of implementing the invention, the inventor finds that at least the following problems exist in the prior art:
the existing customized approval process cannot effectively balance flexibility and applicability, or has high flexibility but cannot deeply combine with business requirements; or the customization degree is high, the main business requirements are met, but the configurability is insufficient, the diversity requirements cannot be met, and the configuration is complex and difficult to maintain.
Disclosure of Invention
In view of this, embodiments of the present invention provide a method and an apparatus for generating a customized approval process, where a preset model and a technical means for customizing the preset model are adopted, so that the approval process can be flexibly configured, different business requirements are met, the configuration process is simple and convenient to operate, the process is convenient to maintain, the user experience is improved, and the configurability and the business performance of the process are well balanced.
To achieve the above object, according to an aspect of the embodiments of the present invention, a method for generating a custom approval process is provided.
A method for generating a custom approval process comprises the following steps: presetting a plurality of approval process models, wherein each approval process model comprises at least one approval node; acquiring an approval process model in the user authority range according to the collected user information and user authority configuration so that the user can perform custom modification on the approval process model; and generating an approval process according to the user-defined and modified approval process model.
Optionally, the user information includes an organization hierarchy to which the user belongs and a user role; the attributes of the approval nodes comprise approval roles, transaction modes, approval conditions and task types.
Optionally, the types of the approval nodes include a start node, a task node, a gateway node, and an end node.
Optionally, the transaction mode includes single-person transaction and group transaction, and the approval condition includes single-person passage, all-person passage, and passage according to the proportion of people.
Optionally, the approval nodes may contain different attributes; the user self-defining modification of the approval process model comprises the following steps: and according to the requirement, reducing or adding the examination and approval nodes of the examination and approval process model, and modifying the attributes of the examination and approval nodes of the examination and approval process model.
Optionally, obtaining the approval process model within the user right range according to the collected user information and the user right configuration includes: determining a user role according to the collected user information; and if the user role is an administrator, acquiring an approval process model in the authority range of the user role according to the mechanism level and the user authority configuration to which the user belongs.
Optionally, after generating the approval process according to the approval process model modified by the user-defined definition, the method further includes: and setting the generated approval process as a preset approval process model of the mechanism.
Optionally, generating an approval process according to the user-defined and modified approval process model includes: obtaining the approval process model information which is customized and modified by the user, wherein the approval process model information is in a JSON format; obtaining attribute information of an approval node in the approval process model information, and packaging the approval process model and the attribute information of the approval node to generate an XML file; and issuing a flow by taking the XML file as a parameter under a business flow management framework to generate the approval flow.
Optionally, the obtaining of attribute information of the approval node in the approval process model information includes: and judging the node attribute according to the key name in the JSON format approval process model information, and acquiring attribute values corresponding to all the key names.
Optionally, the presetting of the plurality of approval process models further includes: and (4) investigating the mechanism, and presetting an approval process model according to the investigation result.
Optionally, the method further comprises: and integrating the approval process on a use interface for use.
Optionally, the user interface includes a preloaded approval process drop-down box, and the approval process is selected through the preloaded approval process drop-down box.
Optionally, integrating the approval process for use at a use interface includes: determining a user role according to the collected user information; and if the user role is a non-administrator, pre-loading the approval process in the authority range of the user role according to the mechanism level and the user authority configuration which the user belongs to for the user to select, wherein the user cannot perform custom modification on the approval process in the authority range.
Optionally, the obtaining of the approval process within the authority range of the user role according to the mechanism level to which the user belongs and the user authority configuration includes: if only one self-defined approval process exists under the mechanism to which the user belongs, the process is defaulted to be the process; if there are multiple self-defined approval processes under the organization to which the user belongs, the user can select a certain process as a default approval process.
Optionally, the method further comprises: and after the user submits the examination and approval, executing the examination and approval according to the examination and approval process selected by the user.
According to another aspect of the embodiments of the present invention, an apparatus for generating a custom approval process is provided.
An apparatus for generating a custom approval process, comprising: the system comprises a preset model module, a control module and a processing module, wherein the preset model module is used for presetting a plurality of approval process models, and each approval process model comprises at least one approval node; the model self-defining module is used for acquiring the approval process model in the user authority range according to the collected user information and user authority configuration so as to enable the user to perform self-defining modification on the approval process model; and the flow generation module is used for generating an approval flow according to the approval flow model modified by the user definition.
Optionally, the user information includes an organization hierarchy to which the user belongs and a user role; the attributes of the approval nodes comprise approval roles, transaction modes, approval conditions and task types.
Optionally, the types of the approval nodes include a start node, a task node, a gateway node, and an end node.
Optionally, the transaction mode includes single-person transaction and group transaction, and the approval condition includes single-person passage, all-person passage, and passage according to the proportion of people.
Optionally, the approval nodes may contain different attributes; the model customization module is further configured to: and according to the requirement, reducing or adding the examination and approval nodes of the examination and approval process model, and modifying the attributes of the examination and approval nodes of the examination and approval process model.
Optionally, the model customization module is further configured to: determining a user role according to the collected user information; and if the user role is an administrator, acquiring an approval process model in the authority range of the user role according to the mechanism level and the user authority configuration to which the user belongs.
Optionally, the apparatus further includes a procedure storage module configured to: and setting the generated approval process as a preset approval process model of the mechanism.
Optionally, the flow generating module is further configured to: obtaining the approval process model information which is customized and modified by the user, wherein the approval process model information is in a JSON format; obtaining attribute information of an approval node in the approval process model information, and packaging the approval process model and the attribute information of the approval node to generate an XML file; and issuing a flow by taking the XML file as a parameter under a business flow management framework to generate the approval flow.
Optionally, the flow generating module is further configured to: and judging the node attribute according to the key name in the JSON format approval process model information, and acquiring attribute values corresponding to all the key names.
Optionally, the apparatus further comprises a research module, configured to: and (4) investigating the mechanism, and presetting an approval process model according to the investigation result.
Optionally, the apparatus further comprises an integration module for: and integrating the approval process on a use interface for use.
Optionally, the user interface includes a preloaded approval process drop-down box, and the approval process is selected through the preloaded approval process drop-down box.
Optionally, the integration module is further configured to: determining a user role according to the collected user information; and if the user role is a non-administrator, pre-loading the approval process in the authority range of the user role according to the mechanism level and the user authority configuration which the user belongs to for the user to select, wherein the user cannot perform custom modification on the approval process in the authority range.
Optionally, the integration module is further configured to: if only one self-defined approval process exists under the mechanism to which the user belongs, the process is defaulted to be the process; if there are multiple self-defined approval processes under the organization to which the user belongs, the user can select a certain process as a default approval process.
Optionally, the apparatus further comprises an execution module configured to: and after the user submits the examination and approval, executing the examination and approval according to the examination and approval process selected by the user.
According to another aspect of the embodiment of the invention, an electronic device for generating a custom approval process is provided.
An electronic device for generating a custom approval process, comprising: one or more processors; and the storage device is used for storing one or more programs, and when the one or more programs are executed by the one or more processors, the one or more processors implement the method for generating the custom approval process provided by the embodiment of the invention.
According to yet another aspect of embodiments of the present invention, a computer-readable medium is provided.
A computer readable medium, on which a computer program is stored, the program, when executed by a processor, implements the method for generating a custom approval process provided by an embodiment of the present invention.
One embodiment of the above invention has the following advantages or benefits: adopting a preset plurality of approval process models, wherein the approval process models comprise at least one approval node; acquiring an approval process model in the user authority range according to the collected user information and user authority configuration so that the user can perform custom modification on the approval process model; the technical means for generating the approval process according to the user-defined modified approval process model can flexibly configure the preset approval process, meet different business requirements, achieve effective balance in flexibility and applicability, and is simple and convenient to operate in the configuration process, convenient and fast in process maintenance and capable of improving user experience.
Further effects of the above-mentioned non-conventional alternatives will be described below in connection with the embodiments.
Drawings
The drawings are included to provide a better understanding of the invention and are not to be construed as unduly limiting the invention. Wherein:
FIG. 1 is a schematic diagram of the main steps of a method for generating a custom approval flow according to an embodiment of the present invention;
FIG. 2 is a system design diagram of a method of generating a custom approval process according to an embodiment of the present invention;
FIG. 3 is a schematic block diagram of an apparatus for generating a custom approval process according to an embodiment of the present invention;
FIG. 4 is an exemplary system architecture diagram in which embodiments of the present invention may be employed;
fig. 5 is a schematic block diagram of a computer system suitable for use in implementing a terminal device or server of an embodiment of the invention.
Detailed Description
Exemplary embodiments of the present invention are described below with reference to the accompanying drawings, in which various details of embodiments of the invention are included to assist understanding, and which are to be considered as merely exemplary. Accordingly, those of ordinary skill in the art will recognize that various changes and modifications of the embodiments described herein can be made without departing from the scope and spirit of the invention. Also, descriptions of well-known functions and constructions are omitted in the following description for clarity and conciseness.
In the description of the embodiments of the present invention, the terms are as follows:
and (3) approval process: the processing flow of the approval business is referred, namely, an applicant submits an application, and tasks are circulated in each link until the flow is finished;
JSON: computer terminology, which refers to a data structure stored in the form of key-value pairs;
XML: computer terminology, which refers to a data structure that stores information in the form of tags;
activiti: and (5) a business process management framework.
The existing bank system application reimbursement financial approval process has the characteristics of numerous process links, large personalized process demand of each branch, tight and complex process and business combination and the like, and the existing bank system application reimbursement financial approval process has low configurable degree, so that the problems of complicated process configuration, difficult process maintenance and incapability of reasonably and flexibly configuring personalized demands can be brought to users.
Many links of the application and approval process are the characteristics of most of nationally owned enterprises, and the interaction among all nodes, such as withdrawing, withdrawing an applicant, withdrawing the last person, skipping, multi-person competitive approval, simultaneous approval by multiple persons, different approval process branches according to conditions and the like, makes the design of the process complicated; the problem that each subsidiary company and each branch have individual application and reimbursement financial examination and approval processes generally exists in each group, which inevitably results in the condition that one headquarter process cannot meet the requirements of each subsidiary company or each branch; the close and complicated combination of the application reimbursement financial examination and approval process and the business is another big characteristic of numerous national enterprises, and the business process of the enterprise needs to conform to national laws and regulations, the regulations and the like of the enterprise, so that the common process configuration scheme on the market cannot meet the requirements.
The customization of the prior application reimbursement financial approval process generally comprises the following contents: 1. an implementer enters a resident demander, investigates and analyzes the flow demand, and determines an implementation model of the flow; 2. configuring processes one by one at a client according to a process implementation model; 3. and generating a corresponding application reimbursement financial examination and approval process in the background according to the process configured by the client. However, the existing solutions cannot achieve effective balance in flexibility and applicability, or have high flexibility but cannot deeply combine with business requirements; or the customization degree is high, the main business requirements are met, but the configurability is insufficient, the diversity requirements cannot be met, and the configuration is complex and difficult to maintain.
In order to solve the above problems in the prior art, the invention provides a method for dynamically generating financial approval process nodes, according to the characteristics of financial approval business of large group companies and bank systems, the system presets partial financial approval process models, each subsidiary company or branch can flexibly configure the individualized approval process, each process model is a complete approval process, when configuring, an approval process model is selected, the approval model presets a plurality of approval nodes, such as the approval roles, approval conditions, operational action contents and other node attributes of each node, each subsidiary company or branch can correspondingly modify the model according to the individualized requirements, such as reducing or increasing the approval nodes, modifying the contents of the approval conditions of the nodes and the like, after a custom process is configured, and the background system automatically generates a corresponding examination and approval flow chart according to the configured flow, the front-end user selects the custom examination and approval flow under the organization after filling the financial reimbursement order, and the financial reimbursement and approval flow can be circulated downwards according to the custom flow nodes after submission.
Fig. 1 is a schematic diagram of main steps of a method for generating a custom approval process according to an embodiment of the present invention, and an applicable scenario of the present invention is a situation where an approval service process has many links, a requirement for a personalized process is large, and a process is tightly and complexly combined with a service, as shown in fig. 1, the method for generating a custom approval process according to an embodiment of the present invention mainly includes steps S101 to S103 as follows.
Step S101: presetting a plurality of approval process models, wherein the approval process models comprise at least one approval node;
step S102: acquiring an approval process model in a user authority range according to the collected user information and user authority configuration so that a user can perform custom modification on the approval process model;
step S103: and generating an approval process according to the approval process model modified by the user definition.
According to the steps S101 to S103, the protection point of the invention mainly lies in a configurable approval process processing mode and preconfigured process template information, and mainly comprises the configurable processing mode of a protection system and method, a user configuration mode, a processing and storing structure, stored data and a final display form, and a process which is pre-investigated and analyzed by the system and process information defined by each user.
In the embodiment of the invention, the user information comprises an organization level to which the user belongs and a user role; the attributes of the approval nodes comprise approval roles, transaction modes, approval conditions and task types.
In the embodiment of the invention, the types of the approval nodes comprise a start node, a task node, a gateway node and an end node.
In the embodiment of the invention, the transaction modes comprise single-person transaction and group transaction, and the approval conditions comprise single-person passage, all-person passage and passage according to the proportion of the number of people.
According to one embodiment of the invention, the approval nodes may contain different attributes; the user self-defining modification of the approval process model comprises the following steps: and modifying the attributes of the approval nodes of the approval process model according to the requirement reduction or the addition of the approval nodes of the approval process model.
According to another embodiment of the present invention, acquiring an approval process model within a user right range according to the collected user information and user right configuration comprises: determining a user role according to the collected user information; and if the user role is an administrator, acquiring an approval process model in the authority range of the user role according to the mechanism level to which the user belongs and the user authority configuration.
In the embodiment of the present invention, after generating the approval process according to the approval process model modified by the user-defined definition, the method further includes: and setting the generated approval process as a preset approval process model of the mechanism.
According to another embodiment of the invention, the generating of the approval process according to the user-defined modified approval process model comprises: acquiring the approval process model information which is customized and modified by a user, wherein the approval process model information is in a JSON format; acquiring attribute information of an approval node in approval process model information, and packaging the approval process model and the attribute information of the approval node to generate an XML file; and issuing the flow by taking the XML file as a parameter under a business flow management framework to generate an approval flow.
According to another embodiment of the present invention, the obtaining of the attribute information of the approval node in the approval process model information includes: and judging the node attribute according to the key name in the JSON format approval process model information, and acquiring attribute values corresponding to all the key names.
In an embodiment of the present invention, before presetting the plurality of approval process models, the method further includes: and (4) investigating the mechanism, and presetting an approval process model according to the investigation result.
In an embodiment of the present invention, further comprising: and integrating the approval process at a use interface for use.
According to one embodiment of the invention, the user interface includes a preloaded approval process drop-down box, and the approval process is selected via the preloaded approval process drop-down box.
According to one embodiment of the invention, integrating the approval process for use in the use interface comprises: determining a user role according to the collected user information; if the user role is a non-administrator, the examination and approval process in the authority range of the pre-loaded user role is configured according to the mechanism level to which the user belongs and the user authority so as to be selected by the user, and the user cannot perform custom modification on the examination and approval process in the authority range.
In the embodiment of the invention, the approval process in the authority range for acquiring the user role according to the mechanism level to which the user belongs and the user authority configuration comprises the following steps: if only one self-defined approval process is available under the mechanism to which the user belongs, the process is defaulted; if a plurality of self-defined approval processes exist in the mechanism to which the user belongs, the user can select a certain process as a default approval process.
According to an embodiment of the present invention, further comprising: and executing according to the approval process selected by the user after the user submits approval.
Fig. 2 is a schematic diagram of system design of a method for generating a custom approval process according to an embodiment of the present invention, in which system module designs of operations such as modifying an approval node by an administrator, generating an approval process, and using an approval process are shown, and as shown in fig. 2, the system design of the method for generating a custom approval process mainly includes a process definition module, a model processing module, and an reimbursement filling module, and their respective functions are as follows:
1. flow definition module
The method is mainly used for collecting self-defined information and auxiliary data of the approval process.
Before obtaining the self-defined information of the approval process, a plurality of approval process models are preset, the approval process models comprise at least one approval node, the system presets a plurality of sets of financial approval processes according to investigation on a bank system, the approval process models in the user permission range are obtained according to collected user information and user permission configuration, so that the user can perform self-defined modification on the approval process models, in order to support the user to obtain the preset and self-defined process model data according to the organization, the system supports the enterprise to collect and configure the user information, obtains the process model data in the corresponding permission range according to different organization levels and roles, filters the process templates of non-local organizations for the user, is beneficial to the user to reasonably define the financial approval process meeting the needs of the organization, and users of all levels of organizations can select the financial approval process template closest to the organization, on the basis, modifying the approval task nodes, such as the flow attributes of the role of an approver, the handling mode, the approval condition, the task type and the like, and after the user finishes the flow by self definition, transmitting the flow definition information to a background for the next processing;
the generated approval process is set as a preset approval process model of the organization, and when a certain organization completes a self-defined process configuration, the process automatically becomes the preset process model of the organization and can be selected by the organizations in the authority range, so that a preset process library can be enriched rapidly.
2. Model processing module
(1) Data parsing process
Acquiring examination and approval process model information which is customized and modified by a user, wherein the examination and approval process model information is in a JSON format, the user submits the process information to a back end after the process is customized and finished, the back end acquires the process definition information in the JSON format, and the attribute of which process node belongs, such as task role, finishing condition, handling mode, task type and the like, is judged according to a Key name Key value in the process definition information;
(2) generating a flow document
Acquiring attribute information of an approval node in approval process model information, packaging the approval process model and the approval node attribute information to generate an XML file, namely acquiring attribute values corresponding to all Key values, and packaging all process and task node attributes to generate the XML file;
(3) publishing process
Issuing a flow by taking an XML file as a parameter under a business flow management framework to generate an approval flow, namely issuing the XML file of the flow by taking the XML file of the flow as the parameter under an Activiti framework to issue the flow and generate a corresponding flow chart;
3. reimbursement filling module
The system comprises a reimbursement filling interface, wherein in order to enable a user-defined financial reimbursement approval process, process information needs to be integrated on the reimbursement sheet filling interface in the system, the reimbursement sheet filling interface comprises a preloaded approval process drop-down box, the approval process is selected through the preloaded approval process drop-down box, a user role is determined according to collected user information, if the user role is a non-manager, the approval process in the authority range of the preloaded user role is configured according to the mechanism level and the user authority of the user, the user cannot perform user-defined modification on the approval process in the authority range, after the user fills the reimbursement sheet, the corresponding approval process is selected in the preloaded approval process drop-down box, and if only one user-defined process exists in the mechanism, the process is defaulted to be the process. If there are multiple self-defined processes under the organization, then a certain process can be designated as a default approval process. After the user selects the process, submitting the reimbursement approval, namely, moving the approval process according to the self-defined configuration.
FIG. 3 is a schematic block diagram of an apparatus for generating a custom approval process according to an embodiment of the present invention. As shown in fig. 3, the apparatus 300 for generating a customized approval process according to an embodiment of the present invention mainly includes a preset model receiving module 301, a model customization module 302, and a process generating module 303.
The preset model module 301 is used for presetting a plurality of approval process models, and each approval process model comprises at least one approval node;
the model self-defining module 302 is used for acquiring the approval process model in the user authority range according to the collected user information and the user authority configuration so as to enable the user to perform self-defining modification on the approval process model;
and the process generating module 303 is configured to generate an approval process according to the approval process model modified by the user definition.
In the embodiment of the invention, the user information comprises an organization level to which the user belongs and a user role; the attributes of the approval nodes comprise approval roles, transaction modes, approval conditions and task types.
In the embodiment of the invention, the types of the approval nodes comprise a start node, a task node, a gateway node and an end node.
In the embodiment of the invention, the transaction modes comprise single-person transaction and group transaction, and the approval conditions comprise single-person passage, all-person passage and passage according to the proportion of the number of people.
According to one embodiment of the invention, the approval nodes may contain different attributes; the model customization module is further configured to: and modifying the attributes of the approval nodes of the approval process model according to the requirement reduction or the addition of the approval nodes of the approval process model.
According to another embodiment of the present invention, the model customization module is further configured to: determining a user role according to the collected user information; and if the user role is an administrator, acquiring an approval process model in the authority range of the user role according to the mechanism level to which the user belongs and the user authority configuration.
In an embodiment of the present invention, the apparatus further includes a flow storage module (not shown in the figure) configured to: and setting the generated approval process as a preset approval process model of the mechanism.
In an embodiment of the present invention, the flow generating module is further configured to: acquiring the approval process model information which is customized and modified by a user, wherein the approval process model information is in a JSON format; acquiring attribute information of an approval node in approval process model information, and packaging the approval process model and the attribute information of the approval node to generate an XML file; and issuing the flow by taking the XML file as a parameter under a business flow management framework to generate an approval flow.
In an embodiment of the present invention, the flow generating module is further configured to: and judging the node attribute according to the key name in the JSON format approval process model information, and acquiring attribute values corresponding to all the key names.
According to a further embodiment of the invention, the apparatus further comprises a research module (not shown in the figures) for: and (4) investigating the mechanism, and presetting an approval process model according to the investigation result.
In an embodiment of the invention, the apparatus further comprises an integration module (not shown in the figures) for: and integrating the approval process at a use interface for use.
In an embodiment of the invention, the user interface includes a preloaded approval process drop-down box, and the approval process is selected via the preloaded approval process drop-down box.
According to yet another embodiment of the invention, the integration module is further configured to: determining a user role according to the collected user information; if the user role is a non-administrator, the examination and approval process in the authority range of the pre-loaded user role is configured according to the mechanism level to which the user belongs and the user authority so as to be selected by the user, and the user cannot perform custom modification on the examination and approval process in the authority range.
In an embodiment of the invention, the integration module is further configured to: if only one self-defined approval process is available under the mechanism to which the user belongs, the process is defaulted; if a plurality of self-defined approval processes exist in the mechanism to which the user belongs, the user can select a certain process as a default approval process.
In an embodiment of the present invention, the apparatus further includes an execution module (not shown in the figure) configured to: and executing according to the approval process selected by the user after the user submits approval.
Fig. 4 illustrates an exemplary system architecture 400 to which the method of generating a custom approval process or the apparatus for generating a custom approval process of embodiments of the present invention may be applied.
As shown in fig. 4, the system architecture 400 may include terminal devices 401, 402, 403, a network 404, and a server 405. The network 404 serves as a medium for providing communication links between the terminal devices 401, 402, 403 and the server 405. Network 404 may include various types of connections, such as wire, wireless communication links, or fiber optic cables, to name a few.
A user may use terminal devices 401, 402, 403 to interact with a server 405 over a network 404 to receive or send messages or the like. The terminal devices 401, 402, 403 may have various applications installed thereon, such as banking systems, corporate financial systems, financial reimbursement-type applications, process-type tools, etc. (by way of example only).
The terminal devices 401, 402, 403 may be various electronic devices having a display screen and supporting web browsing, including but not limited to smart phones, tablet computers, laptop portable computers, desktop computers, and the like.
The server 405 may be a server providing various services, such as a background management server (for example only) providing support for financial type websites browsed by users using the terminal devices 401, 402, 403. The background management server may analyze and perform other processing on the received data such as the custom modification information, and feed back a processing result (for example, a generated approval process — only an example) to the terminal device.
It should be noted that the method for generating the customized approval process provided by the embodiment of the present invention is generally executed by the server 405, and accordingly, the apparatus for generating the customized approval process is generally disposed in the server 405.
It should be understood that the number of terminal devices, networks, and servers in fig. 4 is merely illustrative. There may be any number of terminal devices, networks, and servers, as desired for implementation.
Referring now to FIG. 5, a block diagram of a computer system 500 suitable for use with a terminal device or server implementing an embodiment of the invention is shown. The terminal device or the server shown in fig. 5 is only an example, and should not bring any limitation to the functions and the scope of use of the embodiments of the present invention.
As shown in fig. 5, the computer system 500 includes a Central Processing Unit (CPU)501 that can perform various appropriate actions and processes according to a program stored in a Read Only Memory (ROM)502 or a program loaded from a storage section 508 into a Random Access Memory (RAM) 503. In the RAM 503, various programs and data necessary for the operation of the system 500 are also stored. The CPU 501, ROM 502, and RAM 503 are connected to each other via a bus 504. An input/output (I/O) interface 505 is also connected to bus 504.
The following components are connected to the I/O interface 505: an input portion 506 including a keyboard, a mouse, and the like; an output portion 507 including a display such as a Cathode Ray Tube (CRT), a Liquid Crystal Display (LCD), and the like, and a speaker; a storage portion 508 including a hard disk and the like; and a communication section 509 including a network interface card such as a LAN card, a modem, or the like. The communication section 509 performs communication processing via a network such as the internet. The driver 510 is also connected to the I/O interface 505 as necessary. A removable medium 511 such as a magnetic disk, an optical disk, a magneto-optical disk, a semiconductor memory, or the like is mounted on the drive 510 as necessary, so that a computer program read out therefrom is mounted into the storage section 508 as necessary.
In particular, according to the embodiments of the present disclosure, the processes described above with reference to the flowcharts may be implemented as computer software programs. For example, embodiments of the present disclosure include a computer program product comprising a computer program embodied on a computer readable medium, the computer program comprising program code for performing the method illustrated in the flow chart. In such an embodiment, the computer program may be downloaded and installed from a network through the communication section 509, and/or installed from the removable medium 511. The computer program performs the above-described functions defined in the system of the present invention when executed by the Central Processing Unit (CPU) 501.
It should be noted that the computer readable medium shown in the present invention can be a computer readable signal medium or a computer readable storage medium or any combination of the two. A computer readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination of the foregoing. More specific examples of the computer readable storage medium may include, but are not limited to: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In the present invention, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device. In the present invention, however, a computer readable signal medium may include a propagated data signal with computer readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated data signal may take many forms, including, but not limited to, electro-magnetic, optical, or any suitable combination thereof. A computer readable signal medium may also be any computer readable medium that is not a computer readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device. Program code embodied on a computer readable medium may be transmitted using any appropriate medium, including but not limited to: wireless, wire, fiber optic cable, RF, etc., or any suitable combination of the foregoing.
The flowchart and block diagrams in the figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods and computer program products according to various embodiments of the present invention. In this regard, each block in the flowchart or block diagrams may represent a module, segment, or portion of code, which comprises one or more executable instructions for implementing the specified logical function(s). It should also be noted that, in some alternative implementations, the functions noted in the block may occur out of the order noted in the figures. For example, two blocks shown in succession may, in fact, be executed substantially concurrently, or the blocks may sometimes be executed in the reverse order, depending upon the functionality involved. It will also be noted that each block of the block diagrams or flowchart illustration, and combinations of blocks in the block diagrams or flowchart illustration, can be implemented by special purpose hardware-based systems which perform the specified functions or acts, or combinations of special purpose hardware and computer instructions.
The units or modules described in the embodiments of the present invention may be implemented by software, or may be implemented by hardware. The described units or modules may also be provided in a processor, and may be described as: a processor comprises a preset model module, a model self-defining module and a flow generating module. Where the names of such units or modules do not in some cases constitute a limitation on the unit or module itself, for example, a preset model module may also be described as "a module for presetting a plurality of approval process models, the approval process models including no less than one approval node".
As another aspect, the present invention also provides a computer-readable medium that may be contained in the apparatus described in the above embodiments; or may be separate and not incorporated into the device. The computer readable medium carries one or more programs which, when executed by a device, cause the device to comprise: presetting a plurality of approval process models, wherein each approval process model comprises at least one approval node; acquiring an approval process model in the user authority range according to the collected user information and user authority configuration so that the user can perform custom modification on the approval process model; and generating an approval process according to the user-defined and modified approval process model.
According to the technical scheme of the embodiment of the invention, a plurality of approval process models are preset, wherein each approval process model comprises at least one approval node; acquiring an approval process model in the user authority range according to the collected user information and user authority configuration so that the user can perform custom modification on the approval process model; the technical means for generating the approval process according to the user-defined modified approval process model can flexibly configure the preset approval process, meet different business requirements, achieve effective balance in flexibility and applicability, and is simple and convenient to operate in the configuration process, convenient and fast in process maintenance and capable of improving user experience.
The above-described embodiments should not be construed as limiting the scope of the invention. Those skilled in the art will appreciate that various modifications, combinations, sub-combinations, and substitutions can occur, depending on design requirements and other factors. Any modification, equivalent replacement, and improvement made within the spirit and principle of the present invention should be included in the protection scope of the present invention.
Claims (18)
1. A method for generating a custom approval process is characterized by comprising the following steps:
presetting a plurality of approval process models, wherein each approval process model comprises at least one approval node;
acquiring an approval process model in the user authority range according to the collected user information and user authority configuration so that the user can perform custom modification on the approval process model;
and generating an approval process according to the user-defined and modified approval process model.
2. The method of claim 1, wherein the user information comprises an organization hierarchy to which the user belongs and a user role; the attributes of the approval nodes comprise approval roles, transaction modes, approval conditions and task types.
3. The method of claim 1, wherein the types of approval nodes comprise a start node, a task node, a gateway node, and an end node.
4. The method of claim 2, wherein the transaction modes comprise single-person transaction and group transaction, and the approval conditions comprise single-person passage, all-person passage and proportional passage.
5. The method of claim 2, wherein the approval nodes may contain different attributes; the user self-defining modification of the approval process model comprises the following steps:
and according to the requirement, reducing or adding the examination and approval nodes of the examination and approval process model, and modifying the attributes of the examination and approval nodes of the examination and approval process model.
6. The method of claim 2, wherein obtaining the approval process model within the user authority range according to the collected user information and user authority configuration comprises:
determining a user role according to the collected user information;
and if the user role is an administrator, acquiring an approval process model in the authority range of the user role according to the mechanism level and the user authority configuration to which the user belongs.
7. The method of claim 2, wherein after generating the approval process according to the user-defined and modified approval process model, further comprising:
and setting the generated approval process as a preset approval process model of the mechanism.
8. The method of claim 1, wherein generating an approval process according to the user-defined modified approval process model comprises:
obtaining the approval process model information which is customized and modified by the user, wherein the approval process model information is in a JSON format;
obtaining attribute information of an approval node in the approval process model information, and packaging the approval process model and the attribute information of the approval node to generate an XML file;
and issuing a flow by taking the XML file as a parameter under a business flow management framework to generate the approval flow.
9. The method of claim 8, wherein obtaining approval node attribute information in the approval process model information comprises:
and judging the node attribute according to the key name in the JSON format approval process model information, and acquiring attribute values corresponding to all the key names.
10. The method of claim 1, wherein said initializing a plurality of approval process models further comprises:
and (4) investigating the mechanism, and presetting an approval process model according to the investigation result.
11. The method of claim 1, further comprising:
and integrating the approval process on a use interface for use.
12. The method of claim 11, wherein the use interface comprises a preloaded approval process drop-down box, and wherein an approval process is selected via the preloaded approval process drop-down box.
13. The method of claim 11, wherein integrating the approval process for use at a use interface comprises:
determining a user role according to the collected user information;
and if the user role is a non-administrator, pre-loading the approval process in the authority range of the user role according to the mechanism level and the user authority configuration which the user belongs to for the user to select, wherein the user cannot perform custom modification on the approval process in the authority range.
14. The method of claim 13, wherein obtaining the approval process within the authority range of the user role according to the organization level and the user authority configuration to which the user belongs comprises:
if only one self-defined approval process exists under the mechanism to which the user belongs, the process is defaulted to be the process;
if there are multiple self-defined approval processes under the organization to which the user belongs, the user can select a certain process as a default approval process.
15. The method of claim 14, further comprising:
and after the user submits the examination and approval, executing the examination and approval according to the examination and approval process selected by the user.
16. An apparatus for generating a custom approval process, comprising:
the system comprises a preset model module, a control module and a processing module, wherein the preset model module is used for presetting a plurality of approval process models, and each approval process model comprises at least one approval node;
the model self-defining module is used for acquiring the approval process model in the user authority range according to the collected user information and user authority configuration so as to enable the user to perform self-defining modification on the approval process model;
and the flow generation module is used for generating an approval flow according to the approval flow model modified by the user definition.
17. An electronic device for generating a custom approval process, comprising:
one or more processors;
a storage device for storing one or more programs,
when executed by the one or more processors, cause the one or more processors to implement the method of any one of claims 1-15.
18. A computer-readable medium, on which a computer program is stored, which, when being executed by a processor, carries out the method according to any one of claims 1-15.
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| CN113592426A (en) * | 2021-06-28 | 2021-11-02 | 文思海辉智科科技有限公司 | Generation method and device of approval strategy, computer equipment and storage medium |
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| CN113592426A (en) * | 2021-06-28 | 2021-11-02 | 文思海辉智科科技有限公司 | Generation method and device of approval strategy, computer equipment and storage medium |
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| CN113723899A (en) * | 2021-07-27 | 2021-11-30 | 上海晏鼠计算机技术股份有限公司 | Method for constructing business process based on user-defined form |
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