CN113721901B - Low-code financial data analysis visualization engine - Google Patents

Abstract

The present invention discloses a low-code financial data analysis visualization development tool, the development tool includes: a data communication interface, which communicates data with a browser to provide a user interactive UI window; an integrated page core, which is used to receive a custom operation interface made by a user through a browser, and convert it into a process code and provide it to an API system; an API system, which receives the process code and encapsulates it into BI software and provides an interface to the integrated page core for users to run web applets; a database interface, which links the basic database in the API system with the target database in the data source; and also includes a custom page layout generator for generating user-defined renderable web pages, and a component library, which has a variety of process graphics for users to drag, and the custom page layout generator and the component library are respectively connected to the integrated page core. The present invention provides a unified technical architecture and a minimalist development method for non-software developers, which is simple and efficient.

Description

A low-code financial data analysis visualization engine

Technical Field

The present invention relates to the technical field of data visualization, and in particular to a system for technical personnel in non-software development fields, which can construct a financial data analysis visualization web page without writing codes.

Background technique

As modern enterprises generally have a good informatization foundation, the amount of data accumulated is increasing, and the demand for data analysis is also increasing. The traditional system development method led by technical personnel has a significant delay in responding to business needs, and the understanding deviation is more obvious. In order to improve the response speed of system development to business needs and the accuracy of understanding, the demand for simplified, automated, and intelligent system development has emerged.

Currently, the main way to solve such needs on the market is to use specially developed code development tools or BI (Business Intelligence) development tools. This tool drags and drops the visual modules of existing codes into the workflow, and assists in writing certain logic codes to create applications. Although this way of working can greatly reduce the workload of developers, replacing a large amount of development work with components that can be dragged and assembled, thereby improving the productivity of developers, this construction method is still dominated by developers, and this type of platform is usually oriented towards more general scenarios, and the professional requirements are increased in order not to sacrifice flexibility.

Therefore, there is an urgent need to establish a data analysis visualization development engine with lower code, which can enable business personnel who currently have no programming skills to develop data analysis products that meet business needs while also being professional by performing simple and intuitive assembly work with the support of this engine.

Summary of the invention

The purpose of the present invention is to overcome the above-mentioned deficiencies or improvement needs of the prior art, and to provide a low-code visual development engine for non-technical personnel in the field of financial data analysis of industrial enterprises, which can support business personnel to achieve simple and fast construction and publishing of data analysis web pages.

In order to solve the above technical problems, the present invention provides a low-code financial data analysis visualization development tool, the development tool comprising: a data communication interface, which communicates data with a browser and is used to provide a user interaction UI window;

An integrated page core is used to receive the custom operation interface created by the user through the browser, and convert it into process code to provide to the API system;

An API system that receives process codes and packages them into BI software and provides an interface to the integration page core for users to run web applets;

A database interface, which links the basic database in the API system with the target database in the data source;

It also includes a custom page layout generator for generating user-defined renderable web pages, and a component library with a variety of process graphics for users to drag and drop; the custom page layout generator and the component library are respectively connected to the integrated page core.

Furthermore, the component library includes: calendar, drop-down box, navigation bar, pop-up window, bar chart, pie chart, line chart, heat map, map.

Furthermore, you can also use options to change the basic property information of the selected component, including color and lines.

Furthermore, the API system can also perform adaptive load balancing for access traffic, so that people with high permissions are given priority access.

The present invention also provides a method for building a data visualization analysis page based on the above-mentioned financial data analysis visualization development tool, comprising the following steps:

Step 1, Data source configuration: Provide the attribute parameters of the database to the user in the form of a form. After the user fills in the data through the browser, the background automatically assembles the parameters into a database link path and synchronizes the database tables and data to the current development platform;

Step 2: Establish an API configuration center, including the following configuration items:

a. Develop and design the API system to generate the basic database of the platform, including but not limited to user table, permission table, menu table, role table, data source table, and API record table;

b. Predefine common data type templates and uniformly transmit them in json format to correspond to the data sources required by various components in the component library;

c. Establish an automatic interface generation engine: Provide users with the parameters and data to be processed required for interface generation in the form of intuitive forms. Users can configure the name of the domain where the data they need, field name and other related information on the development platform. The receiving integration page core uses machine learning algorithms to parse the data processing flow formed by the form filled in by the user and the dragged components to generate the corresponding interface access path, so that users can complete the interface development without learning the operation code.

Step 3: Create a page configuration center:

1) Provide a custom page layout generator. Users can customize one or more front-end page layouts. The layout parsing engine parses the layout into HTML code in the background. By assembling the API and the front-end page, a custom renderable BI web page is generated.

2) Provide a component library, and users select the components they need and drag the components to the corresponding positions in the predefined web pages to assemble them into a complete static page; when the components are named and confirmed, the integrated page core will intelligently generate the business processing flow in the foreground and the code execution flow in the background according to the names and connection relationships of the components; after the components are established, the configured interfaces can be automatically or manually selected for association, so as to connect the components and data and make the entire page a complete and interactive page.

Furthermore, it also includes step 4, permission configuration, and permission control can be performed on the configured page: after selecting the page, select a specific role that can access the page from the role list, or select a specific person who can access the page from the person list.

Furthermore, it also includes process modification controls for users to make necessary process modifications and adjustments.

Furthermore, the attribute parameters of the database include address, port, account, and password; the data processing flow includes data jump and entity business logic jump processing flow; the machine learning algorithm uses neural network training; the page layout generator also includes preview, drag, edit and other functions for easy operation.

The present invention also provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the above steps are implemented when the memory executes the program.

The present invention also provides a processor, characterized in that the processor is used to run a program, wherein the above steps are executed when the program is running.

Compared with the prior art, the solution of the present invention has the following beneficial effects:

1. The learning cost of the present invention is very low, but the development efficiency is remarkable. Through the present invention, business personnel (non-software development technicians) can easily control the realization process of requirements and get rid of the constraints of programming languages.

2. The present invention creates a new human-computer interaction mode: it avoids the consistency problem between documents and codes during the maintenance process, simplifies the knowledge transfer and software engineering control process to the greatest extent, and provides great convenience for system maintenance. In response to changes in requirements, the system prototype can be modified directly through graphical tools, which is simple and convenient.

3. The data analysis low-code development platform is built for business personnel who have no programming skills and are engaged in data analysis. Business personnel only need to analyze data according to the usual data analysis workflow, save the analysis process and results of each step according to the correct process, and finally click to publish, and they can complete the construction and release of a data analysis software for a specific topic.

Other features and advantages of the present invention will be described in the following description, and partly become apparent from the description, or understood by practicing the present invention. The purpose and other advantages of the present invention can be realized and obtained by the structures particularly pointed out in the description, claims and drawings.

BRIEF DESCRIPTION OF THE DRAWINGS

The accompanying drawings are used to provide a further understanding of the technical solution of the present invention and constitute a part of the specification. Together with the embodiments of the present application, they are used to explain the technical solution of the present invention and do not constitute a limitation on the technical solution of the present invention.

FIG1 is a block diagram of a visualization engine according to an embodiment of the present invention;

FIG. 2 is an implementation topology diagram of a visualization engine provided in an embodiment of the present invention.

Detailed ways

In order to enable relevant technical personnel to better understand the present invention and have a clearer understanding of the purpose, technical solutions and advantages of this application, the present invention will be further described below in conjunction with specific examples and drawings. It should be understood that the specific embodiments described herein are only used to explain the present invention and are not intended to limit the present invention. It should be noted that, in the absence of conflict, the embodiments in this application and the features in the embodiments can be combined arbitrarily with each other.

The present invention provides a "low-code BI software production and development platform", and in particular relates to a low-code financial data analysis visualization engine, whose principle block diagram is shown in Figure 1. The development platform includes the following main components: a data communication interface, which communicates data with browsers including but not limited to Chrome, Firefox, etc., to provide a user interaction UI window; an integrated page core, which is used to receive a custom operation interface made by a user through a browser, and convert it into a process code and provide it to an API system; an API system, which receives the process code and encapsulates it into BI software and provides an interface to the integrated page core for users to run web applets; a database interface, which links the database in the API system with the target database in the data source; and also includes a custom page layout generator for generating user-defined renderable web pages, and a component library with process graphics such as bar charts, pie charts, and bar charts for users to drag.

In conjunction with the topological structure shown in FIG2 , the method for building a data visualization analysis page based on the above-mentioned financial data analysis visualization engine according to the present invention comprises the following steps:

Step 1, Data source configuration: Provide the database address, port, account, password and other attribute parameters to the user in the form of a form. After the user fills in the data through the browser, the background automatically assembles the parameters into a database link path and synchronizes the database tables and data to the current development platform;

Step 2: Establish an API configuration center, including the following configuration items:

a. Develop and design the API system to generate the basic database of the platform, including but not limited to user table, permission table, menu table, role table, data source table, and API record table;

b. Predefine common data type templates and uniformly transmit them in json format to correspond to the data sources required by various components in the component library;

c. Establish an automatic interface generation engine: Provide users with the parameters and data to be processed required for interface generation in the form of intuitive forms. Users can configure the name of the domain and field name of the data they need on the development platform. The visualization engine uses machine learning algorithms such as neural networks to analyze the form filled out by users and the data processing flow (data jump, entity business logic jump processing flow) formed after dragging components to generate the corresponding interface access path, so that users can complete interface development without learning to write operation codes.

Step 3: Create a page configuration center:

1) Provide a custom page layout generator. Users can assemble a front-end page layout by combining pre-provided rectangular frames. The layout parsing engine parses the combination into HTML code in the background, and generates a custom renderable BI web page by assembling the API and the front-end page. The generator also includes preview, drag and drop, and editing functions for easy operation.

2) Provide a component library. The platform carries a complete set of web component libraries, including almost all types of front-end display components in the field of data visualization, such as calendars, drop-down boxes, navigation bars, pop-ups, bar charts, pie charts, line charts, heat maps, maps, etc. You can also change the basic attribute information of components such as color and lines through options. The user selects the components he needs to use, drags the components to the corresponding positions in the predefined web page layout, and assembles them into a complete static page; when the naming of each component is completed and confirmed, the engine will intelligently generate the business processing flow in the foreground and the execution flow of the code in the background according to the name and connection relationship of the component. After the component is established, the configured interface can be automatically or manually selected for association, so as to connect the components and data, making the entire page a complete and interactive page.

Process modification controls may also be included for the user to make necessary modifications and adjustments.

Step 4: Permission configuration. Permission control can be performed on the configured pages. After the page is built, it can only be browsed by the user by default. After selecting the page, select a specific role that can access the page from the role list, or select a specific person who can access the page from the personnel list, so as to open the browsing rights of the page to more people. Different logged-in users will generate their own private interface requests, and there will be no problems such as mixing.

The order of the above steps can be reversed. In addition, the API system can also perform adaptive load balancing for access traffic, so that people with high permissions are given priority access.

The present invention also provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the above steps are implemented when the memory executes the program.

The present invention also provides a processor, which is used to run a program, wherein the above steps are executed when the program is running.

In summary, the present invention provides a unified technical architecture and a minimalist development method for non-software developers. Users can choose a suitable system according to their needs on the low-code development platform or even completely customize a personalized system.

Although the embodiments disclosed in the present invention are as above, the contents described are only embodiments adopted for facilitating the understanding of the present invention and are not intended to limit the present invention. Any technician in the field to which the present invention belongs can make any modifications and changes, equivalent substitutions, etc. in the form and details of implementation without departing from the spirit and principles disclosed in the present invention, and these all belong to the protection scope of the present invention. Therefore, the patent protection scope of the present invention shall still be subject to the scope defined by the attached claims.

Claims (9)

1. A method for building a data visualization analysis page based on a low-code financial data analysis visualization development tool, characterized in that: The development tool includes: a data communication interface for data communication with the browser to provide a user interactive UI window; an integrated page core for receiving a custom operation interface made by a user through a browser, and converting it into a process code and providing it to the API system; an API system for receiving the process code, encapsulating it into BI software and providing an interface to the integrated page core for users to run web applets; a database interface for linking the basic database in the API system with the target database in the data source; and also includes a custom page layout generator for generating user-defined renderable web pages, and a component library with a variety of process graphics for users to drag and drop, and the custom page layout generator and the component library are respectively connected to the integrated page core; The method comprises the following steps: Step 1: Data source configuration: Provide the attribute parameters of the database to the user in the form of a form. After the user fills in the data through the browser, the background automatically assembles the parameters into a database link path and synchronizes the database tables and data to the current development platform. Step 2: Establish an API configuration center, including the following configuration items: a. Develop and design the API system to generate the basic database of the platform, including but not limited to user table, permission table, menu table, role table, data source table, and API record table; b. Predefine common data type templates and uniformly transmit them in json format to correspond to the data sources required by various components in the component library; c. Establish an automatic interface generation engine: Provide the parameters required for interface generation and the data to be processed to users in the form of intuitive forms. Users can configure the name of the domain where the data they need, field name and other related information on the development platform. The receiving integration page core uses machine learning algorithms to analyze the data processing flow formed by the form filled in by the user and the dragged components to generate the corresponding interface access path; Step 3: Create a page configuration center: 1) Provide a custom page layout generator. Users can customize one or more front-end page layouts. The layout parsing engine parses the layout into HTML code in the background. By assembling the API and the front-end page, a custom renderable BI web page is generated. 2) Provide a component library, and users select the components they need and drag the components to the corresponding positions in the predefined web pages to assemble them into a complete static page; after the components are named and confirmed, the integrated page core will intelligently generate the business processing flow in the foreground and the code execution flow in the background according to the names and connection relationships of the components; after the components are established, the configured interfaces can be automatically or manually selected for association, so as to connect the components and data and make the entire page a complete and interactive page. 2. According to the method as claimed in claim 1, the component library includes: a calendar, a drop-down box, a navigation bar, a pop-up window, a bar chart, a pie chart, a line chart, a heat map, and a map. 3. The method as claimed in claim 1 is characterized in that: basic attribute information of the selected component, including color and lines, can also be changed through options. 4. The method as claimed in claim 1 is characterized in that: the API system can also perform adaptive load balancing for access traffic, so that people with high authority are given priority in access. 5. The method as claimed in claim 1 is characterized in that it also includes: step 4, permission configuration, and permission control can be performed on the configured page: after selecting the page, select the role that can access the page from the role list, or select the specific person who can access the page from the personnel list. 6. The method of claim 1, further comprising a process modification control for allowing a user to modify and adjust the process. 7. The method according to claim 1, characterized in that the attribute parameters of the database include address, port, account number, and password. 8. The method according to claim 1 is characterized in that the data processing flow includes data jump and entity business logic jump processing flow. 9. The method as claimed in claim 1 is characterized in that the machine learning algorithm adopts neural network training; the page layout generator includes multiple functions such as preview, drag and drop, and editing.