CN113869998B

CN113869998B - Financial certificate automatic generation method and device, electronic equipment and readable storage medium

Info

Publication number: CN113869998B
Application number: CN202111463834.2A
Authority: CN
Inventors: 李志强; 颜伟; 韩斌
Original assignee: Elane Inc
Current assignee: Elane Inc
Priority date: 2021-12-02
Filing date: 2021-12-02
Publication date: 2022-03-11
Anticipated expiration: 2041-12-02
Also published as: CN113869998A

Abstract

The invention provides a financial certificate automatic generation method and device, electronic equipment and a readable storage medium, and relates to the technical field of data processing. The automatic financial certificate generation method comprises the following steps: receiving a certificate generation request sent by a second terminal, and determining a corresponding certificate action; configuring a certificate template as a second terminal according to the certificate action, and determining a universal interface butted with the second terminal; and receiving the service data sent by the second terminal through the universal interface, processing the service data according to the certificate template to generate a target certificate, and sending the target certificate to the third terminal. According to the automatic financial voucher generation method, the mode that the first terminal is combined with the voucher template is adopted, the first terminal is used as a transfer point, the service data is processed in a unified mode according to the voucher template, the second terminal is prevented from being in butt joint with the third terminal, the flexibility of voucher generation is improved, financial vouchers can be generated rapidly by financial staff aiming at various service scenes, and the implementation efficiency of financial and business integration is greatly improved.

Description

Financial certificate automatic generation method and device, electronic equipment and readable storage medium

Technical Field

The invention relates to the technical field of data processing, in particular to a financial certificate automatic generation method and device, electronic equipment and a readable storage medium.

Background

At present, with the continuous development of enterprise scale, an enterprise usually interfaces a business system with financial software to process a large amount of business data in the business system and then automatically generate financial certificates.

For example, patent application with patent number "CN 110222323A" discloses a voucher generating method, in which a third user at a third client (i.e. a business system) inputs data to be certified according to the requirement of a terminal device (financial software), and the terminal device further automatically generates a financial voucher according to the data to be certified; patent application No. CN110084693A discloses an accounting document processing method, which receives event information through an event receiver embedded in a service module of each subsystem, establishes a database according to a document structure template corresponding to each service required by a definition rule, and further automatically generates a real-time document through the database.

However, in the case of a multi-service line multi-service system, the implementation schemes of the service systems are different, and it is necessary to develop them one by one. In the development process of the business system, if the certificate rules or requirements change, the business system also needs to be updated synchronously, which prolongs the development time of the business system and reduces the efficiency of the enterprise for implementing the integration of business and property, thereby causing the period of the enterprise for implementing the integration of business and property to be prolonged.

Disclosure of Invention

The invention aims to provide a financial certificate automatic generation method and device, electronic equipment and a readable storage medium, which at least solve the technical problems that the certificate generation is not flexible enough and the development time of a business system is increased in the related technology, so that the implementation period of the industrial and financial integration is prolonged, and the implementation cost of the industrial and financial integration is increased.

To this end, the first aspect of the invention is to provide an automatic generation method of financial certificates.

The second aspect of the invention is to provide an automatic financial certificate generation device.

A third aspect of the invention is directed to a readable storage medium.

A fourth aspect of the invention is directed to an electronic device.

In view of the above, a first aspect of the present invention provides an automatic financial document generation method, which is applied to a first terminal, and the automatic financial document generation method includes: receiving a certificate generation request sent by a second terminal, and determining a certificate action corresponding to the second terminal according to the certificate generation request; configuring a certificate template as a second terminal according to the certificate action, and determining a universal interface butted with the second terminal; and receiving the service data sent by the second terminal through the universal interface, matching the service data with the certificate template, processing the service data according to the certificate template to generate a target certificate, and sending the target certificate to the third terminal.

The automatic financial certificate generation method provided by the invention is suitable for the first terminal. The first terminal is a terminal capable of receiving, processing and transmitting data. Specifically, the first terminal may be an electronic device with a data processing function, a data processing platform, a financial platform, and the like, and a specific form of the first terminal may be selected according to an actual requirement, which is not specifically limited herein.

In the method for automatically generating the financial certificate, when business data needs to generate the financial certificate, the second terminal sends a certificate generation request to the first terminal, the first terminal receives the certificate generation request sent by the second terminal, and determines the certificate action which the second terminal wants to perform according to the certificate generation request.

The second terminal is a terminal capable of sending and receiving data, specifically, the second terminal may be an electronic device, a data transmission platform, a service system, and the like having a data transmission function, and a specific form of the second terminal may be selected according to an actual situation, which is not limited specifically herein.

Further, the credential generation request may be a request for creating a new credential, a request for modifying a credential, a request for revoking a credential, etc., and accordingly, the credential action may be a credential creation, modifying a credential, revoking a credential, etc., which is not limited herein.

In the method for automatically generating the financial certificate provided by the invention, further, after the first terminal determines the certificate action which the second terminal wants to perform, the first terminal configures a corresponding certificate template as the second terminal according to the determined certificate action, and determines a general interface for realizing data transmission by butting the first terminal and the second terminal according to the certificate action.

Specifically, the credential templates may be a new credential creation template, a credential modification template, a credential revocation template, and the like, where different credential actions correspond to different credential templates and different credential rules. That is to say, there are multiple credential templates in the first terminal to deal with different credential generation requests sent by the second terminal, and meanwhile, flexible adjustment of credential rules is supported, so that the data processing range of the first terminal is increased, and the data processing capability of the first terminal is improved.

Further, the generic interfaces corresponding to different credential actions may be the same or different.

In the method for automatically generating financial certificates provided by the invention, further, after the first terminal determines the general interface for docking with the second terminal, the second terminal sends the service data to be processed to the first terminal through the general interface.

The first terminal can receive the service data sent by one second terminal to perform independent processing to generate a certificate, and can also receive the service data sent by a plurality of second terminals to perform combined processing to generate a certificate. Therefore, the service data to be processed is uniformly uploaded to the first terminal through the universal interface for processing, the speed of processing the service data can be improved, meanwhile, the butt joint efficiency between the second terminals can be improved, and the service processing process is accelerated.

In the method for automatically generating the financial certificate provided by the invention, further, after the first terminal receives the service data sent by the second terminal, the service data is matched with the pre-configured certificate template, the service data is processed according to the content of the matched certificate template to generate the target certificate required by the second terminal, and the target certificate is sent to the third terminal.

Specifically, the content of the credential template may include credential base information, credential subject information, and the like. The basic information may include the voucher requesting unit, i.e. the second terminal, the template type, the template name, etc.; the voucher account information may include account names, account codes, cash flow, debit and credit parties, account details, and the like.

Further, the third terminal may be an electronic device with a credential auditing function, a credential auditing platform, financial software, or the like, and a specific form of the third terminal may be selected according to actual needs, which is not limited specifically herein.

In summary, the method for automatically generating the financial certificate provided by the present invention adopts a mode of combining the first terminal and the certificate template, and uses the first terminal as a transfer terminal of the second terminal and the third terminal, when there is business data in the second terminal and the financial certificate needs to be generated, the business data is uniformly uploaded to the first terminal for processing by setting the universal interface in the first terminal, and a required target certificate is generated according to the certificate template in the first terminal, so that the target certificate is sent to the third terminal for processing.

Like this, through unified the handling to business data of first terminal, avoided second terminal and the direct butt joint of third terminal, the nimble adjustment of adaptable voucher rule is favorable to financial staff to various business scenes generate financial voucher fast, and the change of voucher rule can not influence the development process at second terminal, has guaranteed the development speed at second terminal, has promoted the implementation efficiency of industry and property integration by a wide margin, has shortened the period of enterprise implementation industry and property integration, has reduced the cost that the enterprise implemented industry and property integration.

Meanwhile, the first terminal can receive the service data sent by the terminals through the universal interface to carry out merging processing, the butt joint efficiency between the second terminals is improved, and the service processing process is accelerated.

In addition, the business data are processed in a unified mode through the first terminal, the second terminal does not need to know the certificate generation rule, workers are liberated from complicated data processing work, the working efficiency is improved, the construction of the second terminal business system is not affected by the certificate rule change, and the cost of the later certificate rule change is reduced.

According to the automatic financial voucher generating method provided by the invention, the following technical characteristics can be provided:

in the foregoing technical solution, preferably, before sending the target credential to the third terminal, the method for automatically generating a financial credential further includes: previewing a target certificate and verifying the target certificate; sending the target credential to the third terminal, specifically including: and based on the target certificate, checking the target certificate, and sending the target certificate to the third terminal.

In the technical scheme, before the first terminal sends the generated target certificate to the third terminal for auditing, the first terminal previews the generated target certificate.

Specifically, the content of the credential template further includes data rule information, where the data rule information is used to indicate configuration information of the target credential preview. The data rule information may include information such as a voucher dynamic field matching rule, an entry display rule, an entry field formatting rule, and an auxiliary account display logic rule. The first terminal previews the generated target certificate according to the data rule information, so that a worker can perform secondary confirmation on the content and the format of the target certificate, the accuracy of data rule configuration is verified, the accuracy of the content and the format of the target certificate is guaranteed, and the working reliability of the first terminal is further guaranteed.

In the technical scheme, before the target certificate is sent to the third terminal for auditing, the first terminal also performs correctness verification on the generated contents such as certificate basic information, certificate subject information and the like of the target certificate.

Specifically, if the content of the target certificate is verified to be correct, the first terminal sends the target certificate to the third terminal for auditing; if the content of the target certificate is verified in error, the first terminal regenerates a new target certificate and verifies again until the content of the generated target certificate is correct, and the correct target certificate is sent to the third terminal. Therefore, the accuracy of the generated target voucher is guaranteed and the reliability of the first terminal is improved by checking the correctness of the financial accounting rule of the generated target voucher.

In any of the above technical solutions, preferably, after the target credential is sent to the third terminal, the method for automatically generating a financial credential further includes: monitoring the auditing state of the target certificate sent to the third terminal; and sending the auditing result of the target certificate to the second terminal according to the auditing state.

In the technical scheme, after the first terminal sends the generated target certificate to the third terminal for auditing, the first terminal also monitors the auditing state of the target certificate uploaded to the third terminal. Once the first terminal monitors that the auditing state of the target terminal changes, the first terminal sends the latest auditing result of the target certificate to the second terminal according to the monitored auditing state. Therefore, by feeding back the auditing state of the target certificate to the second terminal, the staff can timely master the auditing process of the target certificate, so that the current auditing result of the target certificate can be planned and processed in time, and the process of business development is accelerated.

In any of the above technical solutions, preferably, the credential template includes credential scheduling information, and the credential scheduling information is used to indicate a sending rule for sending the target credential to the third terminal.

In the technical scheme, the voucher template comprises voucher scheduling information, and the voucher scheduling information is used for instructing the first terminal to send the generated target voucher to a sending rule of a third terminal for auditing. The first terminal sends the generated target voucher to the third terminal according to the sending rule indicated by the voucher scheduling information, so that the controllability, the orderliness and the regularity of sending the target voucher can be ensured, the controllability, the orderliness and the regularity of auditing the target voucher are further ensured, and the working efficiency of financial staff and auditors is improved.

Specifically, for different credential generating units (i.e., the second terminal), different companies and enterprises, different credential types, and other factors, different credential scheduling information may be configured for the credential template, so that the first terminal may send the target credential to the third terminal for auditing according to different sending rules for different credential factors, such as the credential generating unit, the company and enterprise, and the credential type. Different target voucher sending rules are configured according to different voucher factors, the purpose of sending the target voucher according to the relevance among the target vouchers can be achieved, the relevance of sending and auditing the target voucher is guaranteed, and the working efficiency is further improved.

In any of the above technical solutions, preferably, the sending rule includes: the certificate sending time, the certificate sending batch, the certificate sending frequency and the certificate sending priority; sending the target credential to the third terminal, specifically further comprising: and sending the target voucher to the third terminal in batches in a time interval manner according to the order of the voucher sending priorities.

In the technical scheme, a sending rule that the first terminal indicated by the credential scheduling information sends the generated target credential to the third terminal for auditing includes credential sending time, credential sending batch, credential sending frequency and credential sending priority, and the first terminal can send the generated target credential to the third terminal for auditing in batches and at intervals according to the credential sending time, the credential sending batch, the credential sending frequency and the credential sending priority indicated by the credential scheduling information.

For the target certificates containing different certificate generating units (namely, the second terminals), different companies and enterprises and different certificate types, different certificate sending time, certificate sending batches, certificate sending frequency and certificate sending priority can be configured respectively.

Specifically, the first terminal may set the sending time and the sending priority of the target credential according to the urgency of the target credential, and preferentially send the target credential with a higher urgency to the third terminal. The third terminal conducts auditing according to the sequence of the received target certificates, the order of auditing the target certificates is guaranteed, and the processing process of the target certificates with high emergency degree is accelerated.

Furthermore, the first terminal can divide the target certificates with relevance into the same batch for sending and auditing, so that the relevance of the target certificates during auditing is ensured, and the auditing efficiency of the target certificates is improved. Specifically, the first terminal may divide the target certificates with the same certificate generation unit into the same batch for sending, the first terminal may further divide the target certificates of the same certificate type into the same batch for sending, and the first terminal may further divide the target certificates of the same company enterprise into the same batch for sending. The specific division basis of the target certificate sending batch can be set according to actual situations, and is not limited in detail here.

Further, the first terminal may further set a target credential sending period (i.e., sending frequency), and send the target credential to the third terminal for auditing at regular time according to the sending period. Specifically, the user may set the first terminal to synchronously send the target credential to the third terminal in real time, send the target credential to the third terminal at a regular time every day, send the target credential to the third terminal at a regular time every month, or set a fixed date and time to send the target credential. Therefore, the target certificate is sent to the third terminal according to a certain sending period, and the auditor of the third terminal can conduct centralized auditing on the target certificate in a time-sharing mode, so that the auditor can reasonably distribute auditing time, and the work efficiency of the auditor is improved.

Further, the first terminal may also send the target credential according to the number of the generated target credentials. When the unsent target certificates in the first terminal reach a certain number, the unsent target certificates are sent to the third terminal in a unified mode, so that the third terminal can conduct centralized auditing on the target certificates, and auditing efficiency is improved.

A second aspect of the present invention provides an apparatus for automatically generating a financial document, which is suitable for a first terminal, and includes: the first receiving unit is used for receiving a certificate generation request sent by the second terminal; the processing unit is used for determining a certificate action corresponding to the second terminal according to the certificate generation request, configuring a certificate template as the second terminal according to the certificate action, and determining a general interface butted with the second terminal; the second receiving unit is used for receiving the service data sent by the second terminal through the general interface; the processing unit is also used for matching the business data with the certificate template and processing the business data according to the certificate template to generate a target certificate; and the sending unit is used for sending the target certificate to the third terminal.

The automatic financial certificate generating device provided by the invention is suitable for the first terminal. Specifically, the automatic financial certificate generating device provided by the present invention may be the first terminal, and may also be a functional entity/functional module in the first terminal. The first terminal is a terminal capable of receiving, processing and transmitting data. Specifically, the first terminal may be an electronic device with a data processing function, a data processing platform, a financial platform, and the like, and a specific form of the first terminal may be selected according to an actual requirement, which is not specifically limited herein.

The automatic financial certificate generating device comprises a first receiving unit and a processing unit. When business data needs to generate a financial certificate, the second terminal sends a certificate generation request to the first terminal, and at the moment, the first terminal receives the certificate generation request sent by the second terminal through the first receiving unit and determines a certificate action which the second terminal wants to perform according to the certificate generation request by using the processing unit.

Further, the credential generation request may be a request for establishing a new credential, a request for modifying a credential, a request for revoking a credential, etc., and accordingly, the credential action may be a credential establishment, a credential modification, a credential revoking, etc., which is not limited herein.

In the automatic financial certificate generating device, after the first terminal determines the certificate action that the second terminal wants to perform through the processing unit, the processing unit is used for configuring the corresponding certificate template as the second terminal according to the determined certificate action, and a general interface for realizing data transmission by butting the first terminal and the second terminal is determined according to the certificate action.

In the automatic financial certificate generating device, the automatic financial certificate generating device further comprises a second receiving unit. After the first terminal determines the general interface for the first terminal to interface with the second terminal through the processing unit, the second receiving unit is further used for receiving the service data which is sent by the second terminal and needs to be processed through the general interface.

In the automatic financial certificate generating device, the automatic financial certificate generating device further comprises a sending unit. After the first terminal receives the service data sent by the second terminal through the second receiving unit, the processing unit matches the service data with the pre-configured certificate template, processes the service data according to the content of the matched certificate template to generate a target certificate required by the second terminal, and sends the target certificate to the third terminal through the sending unit.

In summary, the automatic financial certificate generation apparatus provided by the present invention employs a mode of combining a first terminal and a certificate template, and uses the first terminal as a transfer terminal of a second terminal and a third terminal, and when there is business data in the second terminal and financial certificates need to be generated, a universal interface is set in the first terminal, so as to uniformly upload the business data to the first terminal for processing, and generate a required target certificate according to the certificate template in the first terminal, and further send the target certificate to the third terminal for processing.

According to the automatic financial certificate generation device provided by the invention, the following technical characteristics can be provided:

in the above technical solution, preferably, the processing unit is further configured to: previewing a target certificate and verifying the target certificate; the sending unit is specifically configured to: and based on the target certificate, checking the target certificate, and sending the target certificate to the third terminal.

In the technical scheme, before the first terminal sends the generated target certificate to the third terminal for auditing through the sending unit, the first terminal previews the generated target certificate through the processing unit.

Specifically, the content of the credential template further includes data rule information, where the data rule information is used to indicate configuration information of the target credential preview. The data rule information may include information such as a voucher dynamic field matching rule, an entry display rule, an entry field formatting rule, and an auxiliary account display logic rule. The first terminal utilizes the processing unit to preview the generated target certificate according to the data rule information, so that a worker can perform secondary confirmation on the content and the format of the target certificate, the accuracy of data rule configuration is verified, the accuracy of the content and the format of the target certificate is ensured, and the working reliability of the first terminal is further ensured.

In the technical scheme, before the first terminal sends the target certificate to the third terminal for auditing through the sending unit, the first terminal also performs correctness verification on the generated contents such as certificate basic information, certificate subject information and the like of the target certificate through the processing unit.

Specifically, if the contents of the target voucher are verified to be correct, the first terminal sends the target voucher to the third terminal through the sending unit for auditing; if the content of the target certificate is verified in error, the first terminal regenerates a new target certificate through the processing unit and verifies again until the content of the generated target certificate is correct, and the correct target certificate is sent to the third terminal through the sending unit. Therefore, the correctness of the financial accounting rule of the generated target voucher is verified through the processing unit, the accuracy of the generated target voucher is guaranteed, and the reliability of the first terminal is improved.

In any of the above technical solutions, preferably, the processing unit is further configured to: monitoring the auditing state of the target certificate sent to the third terminal; and sending the auditing result of the target certificate to the second terminal according to the auditing state.

In the technical scheme, after the first terminal sends the generated target certificate to the third terminal for auditing through the sending unit, the first terminal also monitors the auditing state of the target certificate uploaded to the third terminal through the processing unit. Once the first terminal monitors that the auditing state of the target terminal changes, the first terminal sends the latest auditing result of the target certificate to the second terminal according to the monitored auditing state. Therefore, by feeding back the auditing state of the target certificate to the second terminal, the staff can timely master the auditing process of the target certificate, so that the current auditing result of the target certificate can be planned and processed in time, and the process of business development is accelerated.

A third aspect of the present invention provides a readable storage medium, on which a program or instructions are stored, and the program or instructions, when executed by a processor, implement the steps of the automatic financial certificate generation method according to any one of the above technical solutions.

The invention provides a readable storage medium, on which a program or instructions are stored, which when executed by a processor can implement the steps of the automatic financial certificate generation method according to any one of the above-mentioned technical solutions. Therefore, the readable storage medium provided by the present invention has all the beneficial effects of the financial certificate automatic generation method in any of the above technical solutions, and details are not repeated herein.

In particular, a readable storage medium may include any medium that is capable of storing or transmitting information. Examples of readable storage media include electronic circuits, semiconductor Memory devices, Read-Only memories (ROMs), Random Access Memories (RAMs), Compact Disc Read-Only memories (CD-ROMs), flash memories, erasable ROMs (eroms), magnetic tapes, floppy disks, optical disks, hard disks, optical fiber media, Radio Frequency (RF) links, optical data storage devices, and so forth. The code segments may be downloaded via computer networks such as the internet, intranet, etc.

A fourth aspect of the present invention provides an electronic device comprising: the financial voucher automatic generation device in any one technical scheme; and/or the readable storage medium of the above technical scheme.

The electronic device provided by the invention comprises the automatic financial certificate generating device in any technical scheme, so that the electronic device has all the beneficial effects of the automatic financial certificate generating device in any technical scheme, and is not described herein again.

Further, the electronic device provided by the present invention may further include the readable storage medium defined in the above technical solution. Therefore, the electronic device provided by the present invention has all the advantages of the readable storage medium defined in the above technical solution, and details are not described herein again.

Additional aspects and advantages of the invention will be set forth in part in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention.

Drawings

The above and/or additional aspects and advantages of the present invention will become apparent and readily appreciated from the following description of the embodiments, taken in conjunction with the accompanying drawings of which:

FIG. 1 is a flow diagram illustrating one embodiment of a method for automatically generating financial instruments;

FIG. 2 is a second flowchart of an automatic financial document generation method according to an embodiment of the present invention;

FIG. 3 is a third flowchart of an automatic financial document generation method according to an embodiment of the present invention;

FIG. 4 is a fourth flowchart illustrating an automatic financial document generation method according to an embodiment of the invention;

FIG. 5 shows a schematic block diagram of an apparatus for automatic generation of financial instruments according to one embodiment of the present invention;

FIG. 6 shows a schematic block diagram of an electronic device of one embodiment of the invention.

Detailed Description

So that the manner in which the above recited aspects, features and advantages of the present invention can be understood in detail, a more particular description of the invention, briefly summarized above, may be had by reference to the embodiments thereof which are illustrated in the appended drawings. It should be noted that the embodiments and features of the embodiments of the present application may be combined with each other without conflict.

In the following description, numerous specific details are set forth in order to provide a thorough understanding of the present invention, however, the present invention may be practiced in other ways than those specifically described herein, and therefore the scope of the present invention is not limited to the specific embodiments disclosed below.

The following describes a financial certificate automatic generation method and device, an electronic device and a readable storage medium according to some embodiments of the invention with reference to fig. 1 to 6.

Example 1:

the embodiment of the first aspect of the invention provides an automatic financial certificate generation method. As shown in fig. 1, in this embodiment, an automatic generation method of a financial certificate is provided, and the financial certificate method is applied to a first terminal. The first terminal is a terminal capable of receiving, processing and transmitting data. Specifically, the first terminal may be an electronic device with a data processing function, a data processing platform, a financial platform, and the like, and a specific form of the first terminal may be selected according to an actual requirement, which is not specifically limited herein.

Specifically, in this embodiment, as shown in fig. 1, the financial certificate automatic generation method includes steps S102 to S110 described below.

And step S102, receiving a certificate generation request sent by the second terminal, and determining a certificate action corresponding to the second terminal according to the certificate generation request.

In the method for automatically generating a financial certificate provided in this embodiment, when there is a need to generate a financial certificate for business data, the second terminal sends a certificate generation request to the first terminal, and the first terminal receives the certificate generation request sent by the second terminal and determines a certificate action that the second terminal wants to perform according to the certificate generation request.

And step S104, configuring a certificate template according to the certificate action as a second terminal, and determining a universal interface which is in butt joint with the second terminal.

In the method for automatically generating a financial certificate provided in this embodiment, further, after the first terminal determines a certificate action that the second terminal wants to perform, the first terminal configures a corresponding certificate template as the second terminal according to the determined certificate action, and determines a universal interface through which the first terminal and the second terminal are docked to implement data transmission according to the certificate action.

Specifically, the credential templates may be a new credential creation template, a credential modification template, a credential revocation template, and the like, and it can be understood that different credential actions correspond to different credential templates and different credential templates correspond to different credential rules. That is to say, there are multiple credential templates in the first terminal to deal with different credential generation requests sent by the second terminal, and meanwhile, flexible adjustment of credential rules is supported, so that the data processing range of the first terminal is increased, and the data processing capability of the first terminal is improved.

And step S106, receiving the service data sent by the second terminal through the universal interface.

In the method for automatically generating a financial certificate provided in this embodiment, further, after the first terminal determines a general interface for interfacing with the second terminal, the second terminal sends service data to be processed to the first terminal through the general interface.

And S108, matching the business data with the certificate template, and processing the business data according to the certificate template to generate a target certificate.

Step S110, sending the target credential to the third terminal.

In this embodiment, further, after receiving the service data sent by the second terminal, the first terminal matches the service data with a pre-configured credential template, processes the service data according to the content of the matched credential template to generate a target credential required by the second terminal, and sends the target credential to the third terminal.

The content of the voucher template can comprise voucher basic information, voucher subject information and the like. Specifically, the basic information may include information such as a credential requesting unit, i.e., the second terminal, a template type, a template name, and the like; the voucher account information may include account names, account codes, cash flow, debit and credit parties, account details, and the like.

In summary, in the method for automatically generating a financial certificate provided in this embodiment, a mode in which a first terminal and a certificate template are combined is adopted, the first terminal is used as a transfer terminal of a second terminal and a third terminal, when business data in the second terminal needs to generate the financial certificate, a universal interface is set at the first terminal, the business data is uploaded to the first terminal in a unified manner for processing, a required target certificate is generated according to the certificate template in the first terminal, and the target certificate is sent to the third terminal for processing.

Like this, through unified the handling to business data of first terminal, avoided second terminal and the direct butt joint of third terminal, the nimble adjustment of adaptable voucher rule is favorable to financial staff to various business scenes generate financial voucher fast, and the change of voucher rule can not influence the development process at second terminal, has guaranteed the development speed at second terminal, and then has promoted the implementation efficiency of industry and property integration by a wide margin, has shortened the period of enterprise implementation industry and property integration, has reduced the cost of enterprise implementation industry and property integration.

Meanwhile, the first terminal can receive the service data sent by the terminals through the universal interface to carry out merging processing, the butt joint efficiency between the second terminals is improved, and the service processing process is accelerated. Moreover, the business data are processed in a unified mode through the first terminal, so that the second terminal does not need to know the certificate generation rule, and staff are liberated from complicated data processing work, the working efficiency is improved, the construction of a second terminal business system is not affected by the certificate rule change, and the cost of the certificate rule change in the later period is reduced.

Example 2:

as shown in fig. 2, in addition to the embodiment 1, in this embodiment, before the step S110, the method for automatically generating a financial certificate further includes the following step S109, and on this basis, the step S110 may specifically include the following step S110 a:

step S109, previewing the target credential and verifying the target credential.

In this embodiment, before the first terminal sends the generated target credential to the third terminal for auditing, the first terminal previews the generated target credential.

Step S110a, the target certificate is verified to be correct based on the target certificate, and the target certificate is sent to the third terminal.

In this embodiment, before sending the target credential to the third terminal for auditing, the first terminal also performs correctness verification on the generated contents of the target credential, such as credential basic information, credential subject information, and the like.

Example 3:

on the basis of the above embodiment, further, in this embodiment, as shown in fig. 3 in conjunction with fig. 1, after the above step S110, the automatic financial certificate generation method further includes the following step S112 and step S114.

Step S112, monitoring the audit state of the target credential sent to the third terminal.

And step S114, sending the auditing result of the target certificate to the second terminal according to the auditing state.

In this embodiment, after the first terminal sends the generated target credential to the third terminal for auditing, the first terminal also monitors the auditing state of the target credential uploaded to the third terminal. Once the first terminal monitors that the auditing state of the target terminal changes, the first terminal sends the latest auditing result of the target certificate to the second terminal according to the monitored auditing state. Therefore, by feeding back the auditing state of the target certificate to the second terminal, the staff can timely master the auditing process of the target certificate, so that the current auditing result of the target certificate can be planned and processed in time, and the process of business development is accelerated.

Example 4:

in this embodiment, on the basis of embodiments 1 to 3, further, the credential template includes credential scheduling information for indicating a transmission rule for transmitting the target credential to the third terminal. On this basis, the step of sending the target credential to the third terminal may specifically further include: and sending the target certificate to the third terminal according to the sending rule indicated by the certificate scheduling information.

In this embodiment, the credential template includes credential scheduling information, where the credential scheduling information is used to instruct the first terminal to send the generated target credential to a sending rule for auditing the third terminal. The first terminal sends the generated target voucher to the third terminal according to the sending rule indicated by the voucher scheduling information, so that the controllability, the orderliness and the regularity of sending the target voucher can be ensured, the controllability, the orderliness and the regularity of auditing the target voucher are further ensured, and the working efficiency of financial staff and auditors is improved.

In a specific embodiment, for different credential generating units (i.e., the second terminal), different companies and enterprises, different credential types, and other factors, different credential scheduling information may be configured for the credential template, so that the first terminal may send the target credential to the third terminal for auditing according to different sending rules for different credential factors, such as the credential generating unit, the company and enterprise, and the credential type. Different target voucher sending rules are configured according to different voucher factors, the purpose of sending the target voucher according to the relevance among the target vouchers can be achieved, the relevance of sending and auditing the target voucher is guaranteed, and the working efficiency is further improved.

Example 5:

on the basis of the foregoing embodiment, further in this embodiment, the foregoing transmission rule includes: the certificate sending time, the certificate sending batch, the certificate sending frequency and the certificate sending priority. On this basis, as shown in fig. 4 in conjunction with fig. 1, the step S110 may further include the step S110b described below.

Step S110b, sending the target voucher to the third terminal in batches and in time intervals according to the order of the voucher sending priorities.

In this embodiment, the sending rule, which is indicated by the credential scheduling information and used by the first terminal to send the generated target credential to the third terminal for auditing, includes credential sending time, credential sending batch, credential sending frequency and credential sending priority, and the first terminal can send the generated target credential to the third terminal for auditing in batches and in intervals according to the credential sending time, the credential sending batch, the credential sending frequency and the credential sending priority indicated by the credential scheduling information and according to a certain sending sequence and sending cycle (i.e., sending frequency).

It can be understood that, for target certificates containing different certificate generation units (i.e. second terminals), different company enterprises and different certificate types, different certificate sending times, certificate sending batches, certificate sending frequencies and certificate sending priorities can be configured respectively.

Optionally, the first terminal may set the sending time and the sending priority of the target credential according to the urgency of the target credential, and preferentially send the target credential with higher urgency to the third terminal. The third terminal conducts auditing according to the sequence of the received target certificates, the order of auditing the target certificates is guaranteed, and the processing process of the target certificates with high emergency degree is accelerated.

Optionally, the first terminal may divide the target credential with the relevance into the same batch for sending and auditing, so as to ensure the relevance during auditing of the target credential and improve auditing efficiency of the target credential. Specifically, the first terminal may divide the target certificates with the same certificate generation unit into the same batch for sending, the first terminal may further divide the target certificates of the same certificate type into the same batch for sending, and the first terminal may further divide the target certificates of the same company enterprise into the same batch for sending. The specific division basis of the target certificate sending batch can be set according to actual situations, and is not limited in detail here.

Optionally, the first terminal may further set a target credential sending period (i.e., sending frequency), and send the target credential to the third terminal for auditing at regular time according to the sending period. Specifically, the user may set the first terminal to synchronously send the target credential to the third terminal in real time, send the target credential to the third terminal at a regular time every day, send the target credential to the third terminal at a regular time every month, or set a fixed date and time to send the target credential. Therefore, the target certificate is sent to the third terminal according to a certain sending period, so that the auditor of the third terminal can perform centralized audit on the target certificate in a time-sharing mode, the audit time can be reasonably distributed by the auditor, and the work efficiency of the auditor is improved.

Optionally, the first terminal may further send the target credentials according to the number of the generated target credentials, and when the target credentials that are not sent in the first terminal reach a certain number, the target credentials that are not sent are sent to the third terminal in a unified manner, so that the third terminal can perform centralized auditing on the target credentials, and auditing efficiency is improved.

Example 6:

the embodiment of the second aspect of the invention provides an automatic financial certificate generation device. As shown in fig. 5, in this embodiment, an automatic financial document generating apparatus 500 is provided, which is suitable for a first terminal, and the automatic financial document generating apparatus 500 includes:

a first receiving unit 502, configured to receive a credential generation request sent by a second terminal;

a processing unit 504, configured to determine, according to the credential generation request, a credential action corresponding to the second terminal, configure, according to the credential action, a credential template for the second terminal, and determine a general interface for interfacing with the second terminal;

a second receiving unit 506, configured to receive service data sent by a second terminal through a general interface;

the processing unit 504 is further configured to match the service data with the credential template, and process the service data according to the credential template to generate a target credential;

a sending unit 508, configured to send the target credential to the third terminal.

The automatic financial document generating apparatus 500 according to the present embodiment is suitable for a first terminal. Specifically, the automatic financial document generating apparatus 500 provided in this embodiment may be the first terminal, and may also be a functional entity/functional module in the first terminal. The first terminal is a terminal capable of receiving, processing and transmitting data. Specifically, the first terminal may be an electronic device with a data processing function, a data processing platform, a financial platform, and the like, and a specific form of the first terminal may be selected according to an actual requirement, which is not particularly limited herein.

The automatic financial document generating apparatus 500 proposed by the present embodiment includes a first receiving unit 502 and a processing unit 504. When there is a need to generate a financial certificate for service data, the second terminal sends a certificate generation request to the first terminal, and at this time, the first terminal receives the certificate generation request sent by the second terminal through the first receiving unit 502, and determines a certificate action that the second terminal wants to perform according to the certificate generation request by using the processing unit 504.

In the automatic financial certificate generating apparatus 500 according to this embodiment, after the first terminal determines the certificate action that the second terminal wants to perform through the processing unit 504, the processing unit 504 is further used to configure a corresponding certificate template as the second terminal according to the determined certificate action, and determine a general interface for data transmission by docking the first terminal and the second terminal according to the certificate action.

Specifically, the credential templates may be a new credential creation template, a credential modification template, a credential revocation template, and the like, and it can be understood that different credential actions correspond to different credential templates and different credential templates correspond to different credential rules. That is to say, there are multiple credential templates in the first terminal to deal with different credential generation requests sent by the second terminal, and meanwhile, flexible adjustment of credential rules is supported, so that the data processing range of the first terminal is increased, and the data processing capability of the first terminal is improved. Further, the generic interfaces corresponding to different credential actions may be the same or different.

In the automatic financial document generating apparatus 500 according to the present embodiment, further, the automatic financial document generating apparatus 500 further includes a second receiving unit 506. After the first terminal determines the general interface for interfacing with the second terminal through the processing unit 504, the second receiving unit 506 is also used to receive the service data to be processed, which is sent by the second terminal, through the general interface.

In the automatic financial document generating apparatus 500 according to the present embodiment, further, the automatic financial document generating apparatus 500 further includes a sending unit 508. After the first terminal receives the service data sent by the second terminal through the second receiving unit 506, the processing unit 504 matches the service data with the pre-configured credential template, processes the service data according to the content of the matched credential template to generate a target credential required by the second terminal, and sends the target credential to the third terminal through the sending unit 508.

In summary, the automatic financial document generating apparatus 500 provided in this embodiment adopts a mode in which the first terminal is combined with the document template, and uses the first terminal as a transfer terminal for the second terminal and the third terminal, and when there is service data in the second terminal and financial documents need to be generated, the service data is uploaded to the first terminal for processing by setting a general interface at the first terminal, and a required target document is generated according to the document template in the first terminal, so that the target document is sent to the third terminal for processing.

Example 7:

in this embodiment, on the basis of embodiment 6, further, the processing unit 504 may be further configured to: and previewing the target certificate and verifying the target certificate. On this basis, the sending unit 508 may be specifically configured to: and based on the target certificate, checking the target certificate, and sending the target certificate to the third terminal.

In this embodiment, before the first terminal sends the generated target credential to the third terminal for auditing through the sending unit 508, the first terminal previews the generated target credential by using the processing unit 504.

Specifically, the content of the credential template further includes data rule information, where the data rule information is used to indicate configuration information of the target credential preview. The data rule information may include information such as a voucher dynamic field matching rule, an entry display rule, an entry field formatting rule, and an auxiliary account display logic rule. The first terminal utilizes the processing unit 504 to preview the generated target certificate according to the data rule information, so that a worker can perform secondary confirmation on the content and format of the target certificate, verify the accuracy of the data rule configuration, ensure the accuracy of the format of the target certificate, and further ensure the working reliability of the first terminal.

In this embodiment, further, before the first terminal sends the target credential to the third terminal for auditing through the sending unit 508, the first terminal also performs correctness checking on the generated contents of the target credential, such as credential subject information, through the processing unit 504.

Specifically, if the contents of the target voucher are verified to be correct, the first terminal sends the target voucher to the third terminal for auditing through the sending unit 508; if the contents of the target voucher are verified incorrectly, the first terminal regenerates a new target voucher through the processing unit 504 and verifies again until the contents of the generated target voucher are correct, and sends the correct target voucher to the third terminal through the sending unit 508. Therefore, the correctness of the financial accounting rule of the generated target voucher is verified through the processing unit 504, the accuracy of the generated target voucher is guaranteed, and the reliability of the first terminal is improved.

Example 8:

in this embodiment, on the basis of the above embodiment, further, the processing unit 504 may be further configured to: monitoring the auditing state of the target certificate sent to the third terminal; and sending the auditing result of the target certificate to the second terminal according to the auditing state.

In this embodiment, after the first terminal sends the generated target credential to the third terminal for auditing through the sending unit 508, the first terminal also monitors the auditing status of the target credential uploaded to the third terminal through the processing unit 504. Once the first terminal monitors that the auditing state of the target terminal changes, the first terminal sends the latest auditing result of the target certificate to the second terminal according to the monitored auditing state.

Therefore, by feeding back the auditing state of the target certificate to the second terminal, the staff can timely master the auditing process of the target certificate, so that the current auditing result of the target certificate can be planned and processed in time, and the process of business development is accelerated.

In this embodiment, further, the credential template includes credential scheduling information, where the credential scheduling information is used to instruct the first terminal to send the generated target credential to a sending rule for auditing of a third terminal. The first terminal sends the generated target voucher to the third terminal according to the sending rule indicated by the voucher scheduling information, so that the controllability, the orderliness and the regularity of sending the target voucher can be ensured, the controllability, the orderliness and the regularity of auditing the target voucher are further ensured, and the working efficiency of financial staff and auditors is improved.

In this embodiment, the sending rule of the target credential indicated by the credential scheduling information further includes a credential sending time, a credential sending batch, a credential sending frequency, and a credential sending priority. On this basis, the sending unit 508 may be further configured to: and sending the target voucher to the third terminal in batches in a time interval manner according to the order of the voucher sending priorities.

Specifically, the first terminal may send the generated target credential to the third terminal for auditing in batches and at intervals according to a certain sending sequence and sending cycle (i.e., sending frequency) according to the credential sending time, the credential sending batch, the credential sending frequency, and the credential sending priority indicated by the credential scheduling information.

Optionally, the first terminal may set the sending time and the sending priority of the target credential according to the urgency of the target credential, preferentially send the target credential with a higher urgency to the third terminal, and the third terminal performs the audit according to the sequence of the received target credentials, so that the order of the audit of the target credential is ensured, and the processing process of the target credential with a higher urgency is accelerated.

Optionally, the first terminal may further set a target credential sending period (i.e., a credential sending frequency), and send the target credential to the third terminal for auditing at regular time according to the sending period. Specifically, the user may set the first terminal to synchronously send the target credential to the third terminal in real time, send the target credential to the third terminal at a regular time every day, send the target credential to the third terminal at a regular time every month, or set a fixed date and time to send the target credential. Therefore, the auditor of the third terminal can conduct centralized audit on the target certificate in a time-sharing mode, so that the auditor can reasonably distribute audit time, and work efficiency of the auditor is improved.

Example 9:

an embodiment of a third aspect of the invention provides a readable storage medium. In this embodiment, a readable storage medium is proposed, on which a program or instructions are stored, which when executed by a processor implement the steps of the automatic financial document generation method in any of the above embodiments.

The present embodiment provides a readable storage medium, on which a program or instructions are stored, and the program or instructions, when executed by a processor, implement the steps of the automatic financial certificate generation method in any of the above embodiments. Therefore, the readable storage medium provided in this embodiment has all the advantages of the automatic financial credential generation method in any of the above embodiments, and details are not described herein again.

In particular embodiments, a readable storage medium may include any medium that is capable of storing or transmitting information. Examples of readable storage media include electronic circuits, semiconductor Memory devices, Read-Only memories (ROMs), Random Access Memories (RAMs), Compact Disc Read-Only memories (CD-ROMs), flash memories, erasable ROMs (eroms), magnetic tapes, floppy disks, optical disks, hard disks, optical fiber media, Radio Frequency (RF) links, optical data storage devices, and so forth. The code segments may be downloaded via computer networks such as the internet, intranet, etc.

Example 10:

an embodiment of a fourth aspect of the invention provides an electronic device. As shown in fig. 6, in this embodiment, there is provided an electronic apparatus 600 including: the automatic financial document generation device 500 of any of the above embodiments; and/or readable storage media as in the above embodiments.

The electronic device 600 provided in this embodiment includes the automatic financial document generating device 500 according to any of the above embodiments, and therefore, the electronic device has all the advantages of the automatic financial document generating device 500 according to any of the above embodiments, and details are not repeated herein.

Further, the electronic device 600 provided in this embodiment may further include the readable storage medium defined in the foregoing embodiments. Therefore, the electronic device 600 has all the advantages of the readable storage medium defined in the above embodiments, and will not be described herein again.

In the description herein, the description of the terms "one embodiment," "some embodiments," "specific embodiments," etc., means that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the invention. In this specification, the schematic representations of the terms used above do not necessarily refer to the same embodiment or example. Furthermore, the particular features, structures, materials, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.

The above description is only a preferred embodiment of the present invention and is not intended to limit the present invention, and various modifications and changes may be made by those skilled in the art. Any modification, equivalent replacement, or improvement made within the spirit and principle of the present invention should be included in the protection scope of the present invention.

Claims

1. An automatic financial certificate generation method is applicable to a first terminal, and comprises the following steps:

receiving a certificate generation request sent by a second terminal, and determining a certificate action corresponding to the second terminal according to the certificate generation request;

configuring a certificate template according to the certificate action as the second terminal, and determining a universal interface which is in butt joint with the second terminal;

receiving the service data sent by the second terminal through the universal interface, matching the service data with the certificate template, processing the service data according to the certificate template to generate a target certificate, and sending the target certificate to a third terminal;

the first terminal can receive the service data sent by a plurality of terminals through the universal interface to carry out merging processing;

after the target certificate is sent to the third terminal, the method for automatically generating the financial certificate further comprises the following steps:

monitoring the auditing state of the target certificate sent to the third terminal;

sending the auditing result of the target certificate to the second terminal according to the auditing state;

the certificate generation request comprises a new certificate establishment request, a certificate modification request and a certificate revocation request, and the certificate actions comprise certificate establishment, certificate modification and certificate revocation;

a plurality of the credential templates exist in the first terminal to respond to different credential generation requests sent by the second terminal;

the certificate template comprises certificate scheduling information, and the certificate scheduling information is used for indicating a sending rule for sending the target certificate to the third terminal;

different credential scheduling information may be configured for the credential template for different second terminals, different corporate enterprises, and different credential types.

2. The method of claim 1, wherein prior to sending the target credential to the third terminal, the method further comprises:

previewing the target certificate and verifying the target certificate;

the sending the target credential to the third terminal specifically includes:

and sending the target certificate to the third terminal based on the target certificate without error.

3. A financial document automatic generation method as claimed in claim 1,

the sending rule includes: the certificate sending time, the certificate sending batch, the certificate sending frequency and the certificate sending priority;

the sending the target credential to a third terminal specifically further includes:

and sending the target voucher to the third terminal in batches in a time interval mode according to the order of the voucher sending priorities.

4. An automatic financial certificate generation device, which is suitable for a first terminal, the automatic financial certificate generation device comprises:

the first receiving unit is used for receiving a certificate generation request sent by the second terminal;

the processing unit is used for determining a certificate action corresponding to the second terminal according to the certificate generation request, configuring a certificate template according to the certificate action as the second terminal, and determining a universal interface butted with the second terminal;

a second receiving unit, configured to receive, through the universal interface, service data sent by the second terminal;

the processing unit is further configured to match the service data with the credential template, and process the service data according to the credential template to generate a target credential;

a sending unit, configured to send the target credential to a third terminal;

the processing unit is further to:

the certificate generation request comprises a new certificate establishment request, a certificate modification request and a certificate revocation request, and the certificate actions can be certificate establishment, certificate modification and certificate revocation;

the certificate template comprises certificate scheduling information, and the certificate scheduling information is used for indicating a sending rule that the first terminal sends the generated target certificate to the third terminal for auditing;

5. The automatic financial document generation apparatus of claim 4, wherein the processing unit is further configured to:

previewing the target certificate and verifying the target certificate;

the sending unit is specifically configured to:

and sending the target certificate to a third terminal based on the target certificate without error.

6. A readable storage medium, characterized in that it stores thereon a program or instructions which, when executed by a processor, implement the steps of the automatic generation method of financial credentials according to any one of claims 1 to 3.

7. An electronic device, comprising:

an automatic financial document generation apparatus as claimed in claim 4 or 5; and/or

The readable storage medium of claim 6.