CN114004683A - Data management method, system, device and medium based on ESOP - Google Patents

Data management method, system, device and medium based on ESOP Download PDF

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CN114004683A
CN114004683A CN202111252291.XA CN202111252291A CN114004683A CN 114004683 A CN114004683 A CN 114004683A CN 202111252291 A CN202111252291 A CN 202111252291A CN 114004683 A CN114004683 A CN 114004683A
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information
data
identifier
target
incentive
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杨一鸣
邹鸿宇
谢圳
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Futuo Network Technology Shenzhen Co ltd
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Futuo Network Technology Shenzhen Co ltd
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Priority to PCT/CN2022/119984 priority patent/WO2023071624A1/en
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Abstract

The embodiment of the application discloses a data management method, a system, equipment and a storage medium based on ESOP, wherein the method comprises the following steps: acquiring basic information and a configuration file of a target object, wherein the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for beneficiaries, and the configuration file contains an asset configuration identifier set for the capital trusting service; sending the object identification and the asset configuration identification to a data system so that the data system matches the local excitation information with the object identification and the asset configuration identification to determine a target object and target information corresponding to the target object; the target information includes incentive data corresponding to the funding trusted service; the target information returned by the data system is displayed, so that the business system can display the target information in the data system, the data synchronization of the business system and the data system is realized, and the consistency and the management efficiency of the data of each system are improved.

Description

Data management method, system, device and medium based on ESOP
Technical Field
The application relates to a data management technology, and provides a data management method, a device, equipment and a storage medium based on ESOP.
Background
Trusting is a property management system and legal behavior taking assets as cores, taking trust as a basis and taking entrustment as a mode, and refers to behavior that an entrusting person entrusts the property right of the entrusting person to the entrusted person based on the trust of the entrusted person, and the entrusted person manages and punishes the benefit or the specific purpose of a beneficiary on the name of the entrusting person; the trust service system is a service system for hosting trust, the data system is a data system for managing trust services, most of the management data of the trust system is managed offline (for example, excel is recorded), for example, the data is required to be recorded and the information of tens of thousands of beneficiaries is managed, the efficiency is low, the online management of the data is complicated when the data volume is large, meanwhile, the trust service system and the data system are mutually independent at present, and when the service system wants to acquire the data in the data system, the data in the data system is required to be manually recorded on the service system through manual intervention.
Disclosure of Invention
The application aims to provide a data management method based on ESOP, a service system, electronic equipment and a computer readable storage medium, which realize the association between the service system and the data system, and enable the service system to display the target information which is not available in the system through an object identifier and an asset configuration identifier, thereby realizing the synchronization of the data of the service system and the data system.
The application provides a data management method, which comprises the following steps: acquiring basic information and a configuration file of a target object, wherein the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for beneficiaries, and the configuration file contains an asset configuration identifier set for the capital trusting service; sending the object identifier and the asset configuration identifier to a data system so that the data system matches local incentive information with the object identifier and the asset configuration identifier to determine the target object and target information corresponding to the target object; the target information comprises incentive data corresponding to the capital trusting business; and displaying the target information returned by the data system.
Further, the local incentive information includes a local identifier, and the data system is configured to determine the target object according to the object identifier and determine target information corresponding to the target object according to the asset configuration identifier after verifying that the local identifier includes the object identifier and the asset configuration identifier.
Further, the local incentive information includes all incentive data, and the data system is configured to determine incentive data matching the basic information and the configuration file from all the incentive data and a target object corresponding to the incentive data when determining to obtain the basic information according to the object identifier and when determining to obtain the configuration file according to the asset configuration identifier.
Further, before the obtaining of the basic information and the configuration file of the target object, the method further includes: inputting the object name and attribute information of the target object to create a target account of the target object; generating a unique object identifier for the target account; and taking the object name, the attribute information and the object identification as the basic information.
Further, before the obtaining the configuration file and the configuration file of the target object, the method further includes: inputting the related information of the capital trusting business and the information of the security account; inputting an asset configuration identifier from the data system for the target object in the security account information, wherein the asset configuration identifier corresponds to the capital trusting business in the data system; and generating the configuration file according to the related information of the capital trusting business and the security account information after the asset configuration identification is input.
Furthermore, the security account information also comprises a service identifier and an object login identifier corresponding to the asset configuration identifier; the method further comprises the following steps: and sending the service identifier and the object login identifier to the data system, so that the data system suspends returning the target information when verifying that the local incentive information is not matched with the service identifier and the object login.
Further, the target information also comprises beneficiary information corresponding to each beneficiary, and the beneficiary information is associated with the incentive data; before the displaying the target information returned by the data system, the method further comprises: reading the beneficiary information from the data system according to incentive data returned by the data system; or receiving the beneficiary information returned by the data system simultaneously with the incentive data.
Further, the incentive data comprises the number of incentives granted to each beneficiary by the target object and incentive attribution information of each beneficiary; the displaying of the target information returned by the data system comprises: selecting a target beneficiary matched with the screening information from all beneficiaries according to the screening information carried in the beneficiary screening instruction; and displaying beneficiary information corresponding to the target beneficiary in a display interface, and displaying the incentive number and incentive attribution information which are granted to the target beneficiary by the target object in the fund trust service, wherein the incentive attribution information comprises at least one of an attributed incentive, an effectively attributed incentive and an incentive to be attributed.
Further, after the displaying the target information returned by the data system, the method further includes: when any parameter contained in target information displayed in the display interface is changed in the data system, receiving a data updating message automatically returned by the data system, wherein the data updating message comprises the updated target information; and displaying the updated target information in the display interface.
The present application further provides an ESOP-based service system, which includes: the system comprises an acquisition module, a configuration module and a processing module, wherein the acquisition module is used for acquiring basic information and a configuration file of a target object, the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for a beneficiary, and the configuration file contains an asset configuration identifier set for the capital trusting service; the sending module is used for sending the object identifier and the asset configuration identifier to a data system so that the data system matches local incentive information with the object identifier and the asset configuration identifier to determine the target object and target information corresponding to the target object; the target information comprises incentive data corresponding to the capital trusting business; and the display module is used for displaying the target information returned by the data system.
The present application further proposes an electronic device, which includes: a memory storing computer readable instructions; a processor reading computer readable instructions stored by the memory to perform the method as described above.
The present application also proposes a computer-readable storage medium having stored thereon computer-readable instructions which, when executed by a processor of a computer, cause the computer to perform the method as described above.
Compared with the prior art, the method has the following beneficial effects:
in the technical scheme provided by the application, the service system sends the object identifier and the asset configuration identifier of the object to the data system, and the data system verifies the object identification and the asset configuration identification, so as to ensure the safety of information transmission, matching the local incentive information with the object identification and the asset configuration identification to determine a target object and target information corresponding to the target object, wherein the target information comprises the excitation data, and the service system can display the excitation data returned by the data system, thereby realizing the association between the service system and the data system and the on-line management of the service system, and through the object identification and the asset configuration identification, the service system can display target information in the data system, the synchronization of the service system and the data system is realized, manual intervention is not needed, and the consistency and the management efficiency of the data of each system are improved.
Drawings
FIG. 1 is a schematic illustration of an implementation environment to which the present application relates;
FIG. 2 is a flow chart illustrating a method of data management in accordance with an exemplary embodiment of the present application;
FIG. 3 is a flow chart in an exemplary embodiment before step S110 in the embodiment shown in FIG. 1;
FIG. 4 is a schematic diagram of an account display interface shown in an exemplary embodiment of the present application;
FIG. 5 is a schematic diagram illustrating an account new page according to an exemplary embodiment of the present application;
FIG. 6 is a flow chart in another exemplary embodiment before step S110 in the embodiment shown in FIG. 1;
FIG. 7 is a schematic diagram of a funding trusted service display interface shown in an exemplary embodiment of the present application;
FIG. 8 is a schematic diagram illustrating a service new page in an exemplary embodiment of the present application;
FIG. 9 is a schematic diagram of a presentation interface shown in an exemplary embodiment of the present application;
FIG. 10 is a schematic diagram of a company list page shown in an exemplary embodiment of the present application;
FIG. 11 is a schematic diagram illustrating a plan list page in accordance with an exemplary embodiment of the present application;
FIG. 12 is a schematic diagram of an ESOP system configuration shown in an exemplary embodiment of the present application;
fig. 13 is a schematic diagram of an ESOP trusted system configuration shown in an exemplary embodiment of the present application;
FIG. 14 is a block diagram of a business system shown in an exemplary embodiment of the present application;
fig. 15 shows a schematic structural diagram of an electronic device suitable for implementing an embodiment of the present application.
Detailed Description
Reference will now be made in detail to the exemplary embodiments, examples of which are illustrated in the accompanying drawings. When the following description refers to the accompanying drawings, like numbers in different drawings represent the same or similar elements unless otherwise indicated. The embodiments described in the following exemplary embodiments do not represent all embodiments consistent with the present application. Rather, they are merely examples of apparatus and methods consistent with certain aspects of the present application, as detailed in the appended claims.
The block diagrams shown in the figures are functional entities only and do not necessarily correspond to physically separate entities. I.e. these functional entities may be implemented in the form of software, or in one or more hardware modules or integrated circuits, or in different networks and/or processor means and/or microcontroller means.
The flow charts shown in the drawings are merely illustrative and do not necessarily include all of the contents and operations/steps, nor do they necessarily have to be performed in the order described. For example, some operations/steps may be decomposed, and some operations/steps may be combined or partially combined, so that the actual execution sequence may be changed according to the actual situation.
It should also be noted that: reference to "a plurality" in this application means two or more. "and/or" describe the association relationship of the associated objects, meaning that there may be three relationships, e.g., A and/or B may mean: a exists alone, A and B exist simultaneously, and B exists alone. The character "/" generally indicates that the former and latter associated objects are in an "or" relationship.
Referring to fig. 1, fig. 1 is a schematic diagram of an implementation environment related to the present application. The implementation environment comprises a service system 10 and a data system 20, wherein the service system 10 and the data system 20 are communicated through a wired or wireless network; the service system 10 is used for managing the capital trusting service, including but not limited to a newly added object, the capital trusting service set up by the newly added object for the beneficiary, and displaying incentive data and beneficiary information corresponding to the capital trusting service; the data system 20 is used for managing data related to the funds trust service, including but not limited to managing incentive data and beneficiary information corresponding to the funds trust service, such as adding, updating, and the like.
For example, the fund trusted service is an ESOP-based service, such as an ESOP plan, the service system is an ESOP trusted system (i.e., a trusted system hosting the stock before the ESOP plan is attributed), the data system is an ESOP system (i.e., a data management system managing the ESOP plan), the service system manages the ESOP plan, and the data system manages incentive data corresponding to the ESOP plan.
Illustratively, when the business system 10 needs to display target information, basic information and a configuration file of a target object are obtained, wherein the basic information contains an object identifier, the configuration file contains an asset configuration identifier, the configuration file is used for describing a capital trusting business established by the target object as a beneficiary, and the configuration file contains the asset configuration identifier; sending the object identification and asset configuration identification to the data system 20;
the data system 20 matches the local incentive information with the object identifier and the asset configuration identifier to determine a target object and target information corresponding to the target object; the target information includes incentive data corresponding to the funding trusted service; sending the target information to a service system;
the business system 10 presents the target information so that the user can know the target information.
The service system 10 and the data system 20 may be independent physical servers, may also be a server cluster or a distributed system formed by a plurality of physical servers, and may also be cloud servers providing basic cloud computing services such as cloud services, cloud databases, cloud computing, cloud functions, cloud storage, Network services, cloud communications, middleware services, domain name services, security services, a CDN (Content Delivery Network), big data, and artificial intelligence platforms, which is not limited herein.
Referring to fig. 2, fig. 2 is a flowchart illustrating a data management method based on an ESOP according to an exemplary embodiment of the present application, where the data management method includes steps S110 to S130, and the following steps are described in detail:
s110, obtaining basic information and a configuration file of the target object, wherein the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for beneficiaries, and the configuration file contains an asset configuration identifier.
In this embodiment, the object is a principal, and the target object is a specific principal; the business system can store a plurality of consignors and needs to acquire basic information and configuration files of the consignors, wherein the basic information is used for describing basic conditions of the consignors, such as names, contact ways and the like of the consignors; the configuration file is used for describing a capital trust service established by the target object for the beneficiary, wherein the capital trust service refers to a trust service which manages, uses or punishs the funds delivered by the client for the beneficiary.
It should be noted that the basic information in this embodiment includes an object identifier, where the object identifier has uniqueness and is used to identify which object is, for example, the object identifier is a principal id (identity document); the configuration file contains an asset configuration identifier set for the capital trusting service, the asset configuration identifier has uniqueness and is used for identifying which capital trusting service the asset configuration identifier is, wherein the asset configuration identifier is an asset source identifier of a consignor, namely, after the consignor processes the capital trusting service in a entrusted way, the consignor processes the funds delivered by the consignor through unique identification processing to obtain an identifier, for example, the asset configuration identifier is a configuration ID.
In this embodiment, the memory of the business system stores the basic information and configuration files of all objects, and when the target information of a specific object needs to be displayed, the basic information and configuration files of all objects can be read from the memory, and the basic information and configuration files of a specific object are selected.
S120, sending the object identification and the asset configuration identification to a data system so that the data system matches the local excitation information with the object identification and the asset configuration identification to determine a target object and target information corresponding to the target object; the target information includes incentive data corresponding to the funded trusted service.
In this embodiment, the service system and the data system communicate with each other through a wired or wireless network, when the service system needs to perform data communication with the data system, the service system sends an HTTP (Hypertext Transfer protocol) request, the request parameters are an object identifier and an asset configuration identifier, and the data system receives the HTTP request, extracts the request parameters, and verifies local excitation information, the object identifier and the asset configuration identifier. In an example of this embodiment, the local incentive information includes a local incentive identification, and the process of verifying the object identification and the asset configuration identification by the data system includes: the data system verifies whether the local incentive identification comprises an object identification, further verifies whether the local incentive identification comprises an asset configuration identification when the local incentive identification is determined to comprise the object identification, and indicates that the verification is passed when the local incentive identification is determined to comprise the asset configuration identification; when the local excitation identifier does not comprise the object identifier, the asset configuration identifier does not need to be verified, and at the moment, the data system can return an object identifier error message to the service system; the data system may also return a configuration identifier error message to the business system when the local incentive identification includes an object identification and the local incentive identification does not include an asset configuration identification.
In another example of this embodiment, the process of the data system verifying the object identifier and the asset configuration identifier includes: when the data system verifies that the local incentive identification simultaneously comprises the object identification and the asset configuration identification, but the object identification and the asset configuration identification do not correspond to the same object in the data system, the data system can also return an error message to the service system, so that the service system verifies the relationship between the object identification and the asset configuration identification.
In this embodiment, when the data system passes the verification of the object identifier and the asset configuration identifier, which object is the service system is identified according to the object identifier, and the target information corresponding to the object in the data system is matched according to the asset configuration identifier, where the target information corresponds to the capital trust service.
It is worth noting that the memory of the data system stores a local incentive mark, the local incentive mark comprises all marks in the data system, and the target information of each object only exists in the data system, so that the data system can match the target information according to the object mark and the asset configuration mark and send the target information to the service system for displaying.
In an example of this embodiment, the process of verifying the object identifier and the asset configuration identifier by the data system includes: the data system is used for determining excitation data matched with the local basic information and the configuration file from all the excitation data and target objects corresponding to the excitation data when determining to obtain the basic information according to the object identifier and determining to obtain the configuration file according to the asset configuration identifier.
The data system can search the basic information stored locally according to the object identification, can search the configuration file stored locally according to the asset configuration identification, each piece of excitation data corresponds to one piece of basic information and one piece of configuration file, when the basic information and the configuration file are searched, the unique corresponding excitation data can be further matched from all the excitation data, and the associated target object can be determined according to the excitation data.
In an embodiment of the present application, when matching out unique corresponding excitation data from all excitation data according to the basic information and the configuration file, the following steps may be performed:
respectively carrying out normalization processing on the information in the basic information, the configuration file and the excitation data to obtain corresponding standard basic information, standard configuration information and standard excitation information;
combining the standard basic information and the standard configuration information to generate combined information;
and determining the correlation degree between the combined information and the standard excitation information, and determining target excitation data, namely the unique corresponding excitation data from all excitation data based on the correlation degree.
Specifically, the information in the basic information, the configuration file and the excitation data is subjected to character replacement through a universal character and a preset character corresponding relation to obtain a character string of the same type, and then normalization processing is performed to obtain corresponding standard information.
The correlation between the combination information and the standard incentive information is determined by the following formula:
Figure BDA0003321882760000081
wherein X represents combined information and is represented by character XiComposition is carried out; y represents standard excitation information and is represented by a character YiComposition is carried out; i represents a characterAnd n represents the number of characters of the combined information corresponding to the longest information in the standard incentive information. After the correlation degree between the combined information and the standard excitation information is calculated, the highest correlation degree is determined, and the excitation data corresponding to the highest correlation degree is used as target excitation data, namely the excitation data corresponding to the highest correlation degree.
Of course, when the object identifier and/or the asset configuration identifier are/is wrong, or the data system does not locally have the basic information corresponding to the object identifier and the configuration file corresponding to the asset configuration identifier, the data system cannot determine to obtain the basic information and the configuration file, and further the data system cannot be associated with the corresponding incentive data, and at this time, the data system can return an error message to remind the service system.
And S130, displaying the target information returned by the data system.
And the service system receives the target information and displays the target information so that a user can check the target information conveniently.
In this embodiment, the service system sends the object identifier and the asset configuration identifier of the object to the data system, and then the data system verifies the object identifier and the asset configuration identifier, determines the target object according to the object identifier, and determines target information corresponding to the capital trusting service according to the asset configuration identifier, where the target information includes incentive data, and then the service system displays the incentive data returned by the data system, thereby implementing association between the service system and the data system, and enabling the service system to display the target information that the system does not have through the object identifier and the asset configuration identifier, implementing accurate docking of the data of the service system and the data system, and improving the consistency and management efficiency of each system data.
As shown in fig. 3, fig. 3 is a flowchart in an exemplary embodiment before step S110 in the embodiment shown in fig. 2, and before obtaining the basic information and the configuration file of the target object, the data management method further includes:
and S1111, inputting the object name and the attribute information of the target object to create a target account of the target object.
In this embodiment, the business system may enter information of the target object, create a target account of the target object on the business system, and facilitate subsequent management of the target object by establishing the target account. The information of the target object comprises an object name and attribute information of the target object, wherein the object name is a company name, the attribute information is used for describing the characteristics of the target object, and the attribute information comprises contact information of the target object, such as company communication addresses, office addresses, contact names, positions, office telephones, mailboxes and the like; the attribute information also includes the listing situation (whether to be listed) of the target object, stock situation (stock name, code, etc.). It will be appreciated that a target account number is created that includes the object name and attributes.
In an example, as shown in fig. 4, a business system provides an account display interface, where the account display interface includes an existing object account and an information viewing control corresponding to the object account, and the business system jumps to the account information viewing interface through the information viewing control, and can view specific information of a target account in the account information viewing interface; the account display interface further comprises an account newly-built control, a user can trigger the account newly-built control to create an account, the account display interface can be transferred to an account newly-built page, as shown in fig. 5, the account newly-built interface comprises a form control, the object name and the attribute information of the target object can be input by triggering the form control, and after the input of the object name and the attribute information is completed, the target account of the target object is created by triggering the creation control. After the 'creation' control is triggered, the account newly-built interface jumps to an account information viewing interface.
And S1112, generating a unique object identifier for the target account.
In an example of this embodiment, after the target account is successfully established, the business system automatically generates a unique object identifier for the target account to distinguish each object, where the object identifier may be a company ID, a coding rule such as EBT20210622001, and EBT is a fixed prefix letter to express employee stock right incentive trust, the middle 8 is the year, month and day of establishing the account in the business system, and the last 3 bits are a natural cycle of establishing the account in the business system, and the natural cycle is naturally increased from 001.
In another example of this embodiment, a third-party system may also generate a unique identifier for the target account, the third-party system sends the unique identifier to the service system, and the service system encrypts the unique identifier generated by the third-party system to generate a unique object identifier; the accuracy and reliability of the unique identification are guaranteed by encrypting the unique identification generated by the third party.
And S1113, taking the object name, the attribute information and the object identification as basic information.
In this embodiment, an object name, an attribute image, and an object identifier are used as basic information, in an example, after a "create" control is triggered, a target account is successfully created, a service system automatically generates a unique object identifier, at this time, an account creation interface is adjusted to an account information viewing interface, and the account information viewing interface displays the basic information of the target object, that is, the object name, the attribute image, and the object identifier.
It can be understood that after the target account is created for the target object, the basic information of the target account can be modified; because the business system has a plurality of account numbers of objects, the business system can search the account numbers, and particularly can search through the object identification or the object name of the basic information to find out the specific object.
In this embodiment, after the target account is established for the target object, the service system may obtain the object identifier of the target object by reading the basic information.
As shown in fig. 6, fig. 6 is a flowchart in an exemplary embodiment before step S110 in the embodiment shown in fig. 2, and before obtaining the basic information and the configuration file of the target object, the method for data management based on an ESOP further includes:
and S1121, inputting related information of the capital trusting business and security account information.
In this embodiment, after creating a target account for a target object, a fund trust service needs to be created for The target object, and at this time, related information of The fund trust service and security account information need to be entered, where The related information of The fund trust service includes service basic information of The fund trust service, such as a service name, a service ID, a service type (option supported/limited stock unit RSU), a service validation date, a service termination date, and whether to set up The British Virginin Island (BVI) company. The security account information comprises a security account name, an account type, a service identifier, an object login identifier and the like, wherein the account type can be BVI or trusted (BVI represents that the account is built for BVI company, and trusted represents that the BVI company is not opened), the object login identifier refers to an identifier of a target object login service system, and the service identifier is a service identifier of the security account and is used for identifying the security account.
In this embodiment, the relevant information of the capital trusting service further includes BVI information, when "whether to set up BVI" in the basic information of the service, if the logging is "yes", the BVI information needs to be logged, and when the logging is "no", the logging is not needed; wherein the BVI information includes BVI setup fees, BVI management fees, setup time, etc.
In an example, as shown in fig. 7, the service system provides a fund trusted service display interface, where the fund trusted service display interface includes a fund trusted service already existing in the target object and a service viewing control corresponding to the fund trusted service, and jumps to the fund trusted service information viewing interface through the service viewing control, where the fund trusted service information viewing interface can view related information of the fund trusted service and security account information; the fund trust service display interface also comprises a service newly-built control, a user can build a new fund trust service through the service newly-built control, at the moment, the fund trust service display interface can jump to a service newly-built page, as shown in fig. 8, the service newly-built page comprises a form control, the related information and the security account information of the fund trust service can be input by triggering the form control, and after the related information and the security account information of the fund trust service are input, the fund trust service of a target object is built by triggering a 'newly-added' control. After the 'newly added' control is triggered, the service newly-built page can jump to a capital trust service information viewing interface.
And S1122, inputting an asset configuration identifier from the data system for the target object in the security account information, wherein the asset configuration identifier corresponds to the capital trusting business in the data system.
In this embodiment, after the capital trusting service of the target object is established by inputting the related information of the capital trusting service and the security account information, the service system needs to input an asset configuration identifier for the target object, where the asset configuration identifier is from the data system and may be a unique identifier automatically generated by the data system, and the asset configuration identifier corresponds to the capital trusting service in the data system, the data system sends the asset configuration identifier to the service system, and the service system automatically inputs the asset configuration identifier in the security account information.
S1123, generating a configuration file according to the related information of the capital trusting business and the security account information after the asset configuration identification is input.
In this embodiment, after the asset configuration identifier is entered in the security account information, a configuration file is generated according to the related information of the capital trusting service and the security account information, and the service can read the configuration file to obtain the capital configuration identifier of the target object.
It can be understood that after the configuration file of the target object is generated, the information in the configuration file can be modified; the target object can have a plurality of configuration files, and the configuration files can be searched, particularly, the specific configuration files can be searched through the service names or the asset configuration identifiers.
It is worth noting that the security account information comprises a service identifier and an object login identifier, wherein the asset configuration identifier corresponds to the service identifier and the object login identifier, namely, one asset configuration identifier corresponds to a single service identifier and a single object login identifier; in order to improve the security of data transmission performed by the data system, verification may be performed with the data system according to the service identifier and the object login identifier, and the data management method provided in this embodiment further includes:
and sending the service identifier and the object login identifier to the data system, so that the data system suspends returning the target information when verifying that the local incentive information is not matched with the service identifier and the object login identifier.
In an example, after the service system and the data system are successfully docked and data is synchronized, the service system sends a service identifier and an object login identifier to the data system, and the data system also performs consistency check on the service identifier and the object login identifier, that is, the data system verifies whether a local excitation identifier comprises the service identifier and the object login identifier, the local identifier comprises the service identifier and the object login identifier, and when the service identifier and the object login identifier correspond to the asset configuration identifier, the local excitation information is matched with the service identifier and the object login identifier, and the data system continues to send target information to the service system so as to continue to realize data synchronization; when the data system verifies that the local identifier does not include the service identifier and the object identifier, the data system suspends sending the target information to the service system, and at this time, the data system can send identifier error information to the service system.
In another example, the service system may send the object identifier and the asset configuration identifier to the data system, after the data system passes verification, the data system returns a successful docking message to the service system, at this time, the service system sends the service identifier and the object login identifier to the data system, and after the data system verifies the service identifier and the object login identifier, the target message is sent to the service system.
In another embodiment, the service identifier and the object login identifier are sent to the data system, so that when the data system verifies that the local excitation identifier does not include the service identifier and the object login identifier, the data system does not affect data interfacing and updating of the data system and the service system, but a reminding message is returned, and the service system displays a reminding message that the service identifier and the object login identifier are inconsistent with the data system, and please verify the data system.
It can be understood that, the service identifier and the object login identifier are input in the service system; after the service identifier and the object login identifier are entered into the service system, the service system sends the service identifier and the object login identifier to the data system first, so that the data system stores the service identifier and the object login identifier.
It should be noted that, in this embodiment, the target information further includes beneficiary information corresponding to each beneficiary, and the beneficiary information is associated with the incentive data; before displaying the target information returned by the data system, the method for data management based on the ESOP provided by this embodiment further includes:
reading beneficiary information from the data system according to the incentive data returned by the data system; or receiving beneficiary information returned by the data system simultaneously with the incentive data.
The beneficiary information comprises beneficiary name, company to which the beneficiary belongs, certificate number, contact mode and the like, and is associated with the incentive data, wherein in one example, after the incentive data are returned by the data system, the beneficiary information is read from the data system by the business system according to the incentive data, for example, after the incentive data are returned by the data system, the beneficiary information request is sent by the business system, and the beneficiary information is sent to the business system by the data system; for another example, after the data system returns the incentive data, the service system and the data system have established data interfacing, and the service reads beneficiary information associated with the incentive data directly from the data system.
In another example, it may be that after the data system determines the incentive data, the data system determines associated beneficiary information from the incentive data, returning both the incentive data and the beneficiary information.
It should be noted that, in this embodiment, the incentive data includes the number of incentives granted to each beneficiary by the target object and incentive attribution information of each beneficiary, where the number of incentives granted to each beneficiary by the target object refers to the number of incentives sent to the employee by the company, for example, the number of incentives sent to the employee 1 by the company a is 300 shares, and the number of incentives sent to the employee 2 by the company a is 6000 shares; the incentive attribution information of each beneficiary refers to an incentive posting situation of each beneficiary, wherein the incentive attribution information comprises at least one of an attributed incentive, a valid attributed incentive and an incentive to be attributed; attributed incentives refers to the number of incentives after maturity (i.e., incentives that have been billed), attributed incentives refers to the number of incentives that have not yet matured (i.e., incentives that have not yet been billed), effectively attributed incentives refers to: attributing and attributing the number of cancelled incentives, wherein the attributing and cancelling incentives number is the amount paid out and deducted. Optionally, the target object grants the beneficiary the number of incentives, which is attributed + waited cancellation number.
In this embodiment, the target information includes beneficiary information of all beneficiaries, and incentive data corresponding to each beneficiary information, and since beneficiary information and incentive data of all beneficiaries are shown, the data size is large, this embodiment can show beneficiary information and incentive data of some beneficiaries through screening, at this moment, showing the target information includes:
selecting a target beneficiary matched with the screening information from all beneficiaries according to the screening information carried in the beneficiary screening instruction; and displaying beneficiary information corresponding to the target beneficiary in the display interface, and displaying the incentive amount and incentive attribution information which are granted to the target beneficiary by the target object in the fund trust service.
The method comprises the steps that a user issues a beneficiary screening instruction through operation, the beneficiary screening instruction comprises screening information of a target beneficiary, and then a business system can screen the target beneficiary matched with the screening information from all beneficiaries according to the screening information of the target beneficiary after receiving the beneficiary screening instruction; the screening information comprises but is not limited to names of beneficiaries, companies to which the beneficiaries belong, certificate numbers, contact ways and the like; for example, if the user inputs the beneficiary name 'cow' on the interface, the service receives the beneficiary screening instruction carrying the beneficiary name 'cow', searches the beneficiary with the name 'cow' from all the beneficiary names, and determines 'cow' as the target beneficiary; the beneficiary information corresponding to the target beneficiary is displayed together in a display interface, and the incentive amount and incentive attribution information which are granted to the target beneficiary by the target object in the fund trust service are displayed; it will be appreciated that the target object may have a plurality of funds trust services, one funds trust service corresponding to a plurality of beneficiaries, and one beneficiary may be present in a plurality of funds trust services, and thus, shown herein is the amount of incentive and incentive attribution information granted to the target beneficiary by the target object in the asset allocation identification corresponding to the funds trust service. For example, as shown in fig. 9, the presentation interface shown in fig. 9 displays the beneficiary information for a beneficiary cow and incentive data for the beneficiary cow in the "plan a" financial trust service.
It is to be understood that when one presentation interface displays beneficiary information of a target beneficiary, and incentive attribution information of the target beneficiary, at least one of an attributed incentive, a valid attributed incentive, and an incentive to be attributed may be displayed.
It should be noted that, in the embodiment, the business data and the data system have performed data association, and after the data in the data system is sent and changed, the business data may also receive data change synchronously, so after step S130 in the embodiment, the data management method based on the ESOP further includes:
when any parameter contained in target information displayed in a display interface changes in a data system, receiving a data updating message automatically returned by the data system, wherein the data updating message contains updated target information; and displaying the updated target information in the display interface. The data updating information automatically returned by the data system can be updated by the service system in real time, so that the data of the service system and the data system can be kept synchronous at any time.
The data system automatically sends a data updating message when any parameter contained in the displayed target information in the display interface is changed in the data system, for example, when the contact mode of the target beneficiary is changed, the data updating message comprises updated target information (the updated contact mode, the incentive number and the incentive attribution information); and after receiving the data updating message, the service system displays the updated target information in a display interface. Optionally, the service system may further perform a marking process on the changed parameter to remind the user of which parameter has changed, for example, to highlight an updated contact manner in the presentation interface. Also for example, when beneficiary information, incentive number and attributed incentive of the target beneficiary are displayed in the presentation interface; when a change occurs in the incentive to be attributed for the target beneficiary in the data system, the data system does not send data update messages.
A specific application scenario of the embodiment of the present application is described in detail below:
wherein ESOP: a staff stock holding plan; ESOP systems: a data management system that manages an ESOP plan (employee holdings plan); ESOP trusted system: trusting system for trusting stock before ESOP plan attribution;
the service system is an ESOP (enterprise service provider) trust system, the data system is an ESOP system, the target object is a B test company, and the capital trust service is a trust plan set by a company B for employees;
as shown in fig. 10, after a company signs a "service agreement" with a trust authority, the company logs in through a company login account to enter a business system, the business system displays a company list page, triggers a "new company" control on the company list page, enters a new company page, and inputs basic information and contact information of the company in the new company page to create company information in the business system, wherein the business system further needs to generate a company ID for the company to uniquely identify which company is;
after creating company information, as shown in fig. 11, in a plan list page of the company, triggering a "new plan" control to enter a new plan page, and inputting basic information and security account information of a trust plan in the new plan page to create the trust plan for the company; wherein the data system needs to generate a configuration ID for the company's plan that will be used for verification when interfacing with the ESOP system data and matching the corresponding incentive data in the ESOP system.
After creating a trust plan for the company, the ESOP trust system automatically synchronizes the beneficiary information and incentive data for the beneficiary under the trust plan.
Wherein, the ESOP trusted system will automatically configure the synchronous beneficiary information and incentive data of the ESOP system, as shown in FIG. 12, a company ID of the ESOP trusted system is configured in the ESOP system, and the company ID is a unique identifier allocated by the ESOP trusted system after the ESOP trusted system creates a company; as shown in fig. 13, in the ESOP trusted system, a planned "security account configuration ID" is set, which is an asset source ID generated for a company in the ESOP system; then when the ESOP trusted system needs to display beneficiary information and incentive data, the ESOP trusted system initiates an HTTP request, the request parameters are 'ESOP trusted system company ID' and 'planned security account configuration ID', and the ESOP system searches related information related to the request parameters in the ESOP system after receiving the request; the ESOP system matches a certain company of the ESOP system according to the transmitted ESOP trusted company ID, matches incentive data in the ESOP system according to the transmitted security account configuration ID, and the incentive data contain the security account configuration ID, so that the transmitted security account configuration ID can be associated with the incentive data, the incentive data can manage beneficiary information, and the beneficiary information is determined after the incentive data are determined.
In this embodiment, because the beneficiary information and the incentive data only exist in the ESOP system, when the beneficiary information or the incentive data of the ESOP system changes, the ESOP trusted system can read in real time, and data synchronization between the ESOP trusted system and the ESOP system is realized.
The following describes embodiments of the apparatus of the present application, which may be used to perform the data management method based on the ESOP in the above embodiments of the present application. For details which are not disclosed in the embodiments of the apparatus of the present application, please refer to the embodiments of the text classification method described above in the present application.
As shown in fig. 14, fig. 14 shows an example of an embodiment of the present application, which is an ESOP-based business system, and includes:
an obtaining module 1401, configured to obtain basic information and a configuration file of a target object, where the basic information includes an object identifier, the configuration file is used to describe a capital trusting service set by the target object for a beneficiary, and the configuration file includes an asset configuration identifier set for the capital trusting service;
a sending module 1402, configured to send the object identifier and the asset configuration identifier to a data system, so that the data system matches the local excitation information with the object identifier and the asset configuration identifier, and determines a target object and target information corresponding to the target object; the target information includes incentive data corresponding to the funding trusted service;
a display module 1403, configured to display the target information returned by the data system.
The business system further comprises a creating module, configured to enter an object name and attribute information of the target object to create a target account of the target object; generating a unique object identifier for the target account; the object name, attribute information, and object identification are taken as basic information.
The business system further comprises a generating module, a receiving module and a processing module, wherein the generating module is used for inputting relevant information of the capital trusting business and information of the security account; inputting an asset configuration identifier from a data system for a target object in the security account information, wherein the asset configuration identifier corresponds to a capital trusting service in the data system; and generating a configuration file according to the related information of the capital trusting business and the security account information after the asset configuration identification is input.
For example, the security account information further includes a service identifier and an object login identifier corresponding to the asset configuration identifier; the sending module 1402 is further configured to send the service identifier and the object login identifier to the data system, so that the data system suspends returning the target information after verifying that the local identifier does not include the service identifier and the object login identifier.
For example, the target information further includes beneficiary information corresponding to each beneficiary, the beneficiary information is associated with the incentive data, and the service system further includes a receiving module, configured to read the beneficiary information from the data system according to the incentive data returned by the data system; or receiving beneficiary information returned by the data system simultaneously with the incentive data.
For example, the incentive data comprises the number of incentives granted by the target object to each beneficiary and incentive attribution information of each beneficiary; the display module 1403 is specifically configured to select a target beneficiary from all beneficiaries according to the beneficiary screening instruction; and displaying beneficiary information corresponding to the target beneficiary in a display interface, and displaying the number of incentives granted to the target beneficiary by the target object in the fund trust service and incentive attribution information, wherein the incentive attribution information comprises at least one of an attributed incentive, a valid attributed incentive and an incentive to be attributed.
For example, the service system further includes an update module, configured to receive a data update message automatically returned by the data system when any parameter included in target information displayed in the display interface changes in the data system, where the data update message includes updated target information; and displaying the updated target information in the display interface.
For example, the local incentive information includes a local identifier, and the data system is configured to determine, after verifying that the local identifier includes an object identifier and an asset configuration identifier, a target object according to the object identifier, and determine target information corresponding to the target object according to the asset configuration identifier.
For example, the local incentive information includes all incentive data, and the data system is configured to determine incentive data matching the local basic information and the configuration file from all incentive data and a target object corresponding to the incentive data when determining to obtain the basic information according to the object identifier and determining to obtain the configuration file according to the asset configuration identifier.
It should be noted that the apparatus provided in the foregoing embodiment and the method provided in the foregoing embodiment belong to the same concept, and the specific manner in which each module and unit execute operations has been described in detail in the method embodiment, and is not described again here.
It is noted that this embodiment provides another business system based on an ESOP, and the business system further includes an object management module, a business management module, a beneficiary management module, and an incentive management module;
the system comprises an object management module, a service list module and a service file module, wherein the object management module is used for managing all objects and comprises an object information unit, a service list unit and an object file unit; the object information unit can display the basic information of all objects and also supports the screening of the objects through screening conditions; the object management module is also used for modifying the basic information of the object and creating a new object; the service list unit can create a new capital trusting service of the object and generate a configuration file corresponding to the capital trusting service; the object file unit may upload a file of the object, such as a trusted protocol file.
The business management module is used for managing all the capital trusting businesses, displaying information in configuration files corresponding to all the capital trusting businesses and supporting the checking of the businesses through screening conditions; it is understood that the business management module and the object management module may interact, that is, when the information in the configuration file is displayed, by clicking some information, such as the name of the object to which the configuration file belongs, the business management module and the object management module may be adjusted to display the basic information of the object. The system comprises a business management module, a service information module and a service management module, wherein the business management module comprises a business information unit, a beneficiary information unit and a plan file unit, and the business information unit is used for displaying related information of capital trusting business and security account information in a configuration file corresponding to a certain business; the beneficiary information unit can display all beneficiary information and incentive data of each beneficiary under the fund trust service; the plan documents unit may upload documents of the object that are related to the funding trust service, such as trust plan documents. Wherein all beneficiary information shown in the beneficiary information unit and the incentive data of each beneficiary are obtained by docking and synchronizing in the data system;
and the beneficiary management module is used for viewing the incentive conditions of all beneficiaries under the object dimension to which the capital trust business belongs according to the capital trust business dimension to which the beneficiary belongs, and naturally interacting with the beneficiary information unit during screening through the screening condition so as to display the beneficiary information and incentive data of a certain beneficiary.
The incentive management module is used for displaying all incentive data under the view of each object or each capital trusting service and can support screening from a time dimension; and the beneficiary management module can interact with the incentive management module, namely showing the granting condition of incentive data of a certain beneficiary (granting date, expiration date and granting data granted to the beneficiary by the object), and the affiliated incentive, the incentive to be affiliated and the effective affiliated incentive of the beneficiary.
It should be noted that the beneficiary information and the incentive data displayed in the service system are synchronized from the data system, and for a specific synchronization process, reference is made to the above method, which is not described in detail herein.
In an exemplary embodiment, a computer device includes a processor and a memory, wherein the memory has stored thereon computer readable instructions which, when executed by the processor, implement the method as before.
FIG. 15 is a block diagram illustrating a computer device according to an example embodiment.
It should be noted that the computer device is only one example adapted to the application and should not be considered as providing any limitation to the scope of use of the application. Nor should the computer device be interpreted as having a need to rely on or have to have one or more components of the exemplary computer device shown in fig. 15.
As shown in fig. 15, in an exemplary embodiment, the computer device includes a processing component 1501, a memory 1502, a power component 1503, a multimedia component 1504, an audio component 1505, a sensor component 1507, and a communication component 1508. The above components are not all necessary, and the computer device may add other components or reduce some components according to its own functional requirements, which is not limited in this embodiment.
The processing component 1501 generally controls the overall operation of the computer device, such as operations associated with display, data communication, and log data processing. The processing component 1501 may include one or more processors 1509 to execute instructions to perform all or part of the steps of the above-described operations. Further, the processing component 1501 can include one or more modules that facilitate interaction between the processing component 1501 and other components. For example, the processing component 1501 may include a multimedia module to facilitate interaction between the multimedia component 1504 and the processing component 1501.
The memory 1502 is configured to store various types of data to support operation at the computer device, examples of which include instructions for any application or method operating on the computer device. The memory 1502 has stored therein one or more modules configured to be executed by the one or more processors 1509 to perform all or part of the steps of the methods described in the above embodiments.
The power component 1503 provides power to the various components of the computer device. The power component 1503 may include a power management system, one or more power supplies, and other components associated with generating, managing, and distributing power for a computer device.
The multimedia component 1504 includes a screen that provides an output interface between the computer device and the user. In some embodiments, the screen may include a TP (Touch Panel) and an LCD (Liquid Crystal Display). If the screen includes a touch panel, the screen may be implemented as a touch screen to receive an input signal from a user. The touch panel includes one or more touch sensors to sense touch, slide, and gestures on the touch panel. The touch sensor may not only sense the boundary of a touch or slide action, but also detect the duration and pressure associated with the touch or slide operation.
Audio component 1505 is configured to output and/or input audio signals. For example, audio component 1505 includes a microphone configured to receive external audio signals when the computer device is in an operational mode, such as a call mode, a recording mode, and a voice recognition mode. In some embodiments, audio component 1505 also includes a speaker for outputting audio signals.
The sensor assembly 1507 includes one or more sensors for providing various aspects of state assessment for the computer device. For example, the sensor assembly 1507 may detect the on/off state of the computer device and may also detect a temperature change of the computer device.
The communication component 1508 is configured to facilitate communication between the computer device and other devices in a wired or wireless manner. The computer device may access a Wireless network based on a communication standard, such as Wi-Fi (Wireless-Fidelity, Wireless network).
It will be appreciated that the configuration shown in FIG. 15 is merely illustrative and that a computer device may include more or fewer components than shown in FIG. 15 or have different components than shown in FIG. 15. Each of the components shown in fig. 15 may be implemented in hardware, software, or a combination thereof.
In an exemplary embodiment, a computer-readable storage medium has stored thereon a computer program which, when executed by a processor, implements the method as described above. The computer-readable storage medium may be included in the electronic device described in the above embodiment, or may exist separately without being incorporated in the electronic device.
It should be noted that the computer readable storage medium shown in the embodiments of the present application may be, for example, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination thereof. More specific examples of the computer readable storage medium may include, but are not limited to: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a Read-Only Memory (ROM), an Erasable Programmable Read-Only Memory (EPROM), a flash Memory, an optical fiber, a portable Compact Disc Read-Only Memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In the present application, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device.
Other embodiments of the present application will be apparent to those skilled in the art from consideration of the specification and practice of the embodiments disclosed herein. This application is intended to cover any variations, uses, or adaptations of the invention following, in general, the principles of the application and including such departures from the present disclosure as come within known or customary practice within the art to which the invention pertains.
The above description is only a preferred exemplary embodiment of the present application, and is not intended to limit the embodiments of the present application, and those skilled in the art can easily make various changes and modifications according to the main concept and spirit of the present application, so that the protection scope of the present application shall be subject to the protection scope of the claims.

Claims (12)

1. A data management method based on an ESOP (employee holdings plan) is characterized by comprising the following steps:
acquiring basic information and a configuration file of a target object, wherein the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for beneficiaries, and the configuration file contains an asset configuration identifier set for the capital trusting service;
sending the object identifier and the asset configuration identifier to a data system so that the data system matches local incentive information with the object identifier and the asset configuration identifier to determine the target object and target information corresponding to the target object; the target information comprises incentive data corresponding to the capital trusting business;
and displaying the target information returned by the data system.
2. The data management method of claim 1, wherein the local incentive information includes a local identifier, and the data system is configured to determine the target object according to the object identifier and determine target information corresponding to the target object according to the asset configuration identifier after verifying that the local identifier includes the object identifier and the asset configuration identifier.
3. The data management method according to claim 1, wherein the local incentive information includes all incentive data, and the data system is configured to determine incentive data matching the basic information and the profile from all incentive data and a target object corresponding to the incentive data when determining to obtain the basic information according to the object identifier and when determining to obtain the profile according to the asset profile identifier.
4. The data management method of claim 1, wherein prior to obtaining the basic information and configuration file of the target object, the method further comprises:
inputting the object name and attribute information of the target object to create a target account of the target object;
generating a unique object identifier for the target account;
and taking the object name, the attribute information and the object identification as the basic information.
5. The data management method of claim 4, wherein prior to obtaining the configuration file and the configuration file of the target object, the method further comprises:
inputting the related information of the capital trusting business and the information of the security account;
inputting an asset configuration identifier from the data system for the target object in the security account information, wherein the asset configuration identifier corresponds to the capital trusting business in the data system;
and generating the configuration file according to the related information of the capital trusting business and the security account information after the asset configuration identification is input.
6. The data management method according to claim 5, wherein the security account information further includes a service identifier and an object login identifier corresponding to the asset configuration identifier; the method further comprises the following steps:
and sending the service identifier and the object login identifier to the data system, so that the data system suspends returning the target information when verifying that the local incentive information is not matched with the service identifier and the object login identifier.
7. The data management method according to any one of claims 1 to 6, wherein the target information further includes beneficiary information corresponding to each beneficiary, the beneficiary information being associated with the incentive data; before the displaying the target information returned by the data system, the method further comprises:
reading the beneficiary information from the data system according to incentive data returned by the data system; or receiving the beneficiary information returned by the data system simultaneously with the incentive data.
8. The data management method according to claim 7, wherein the incentive data comprises the number of incentives granted by the target object to each beneficiary and incentive attribution information of each beneficiary; the displaying of the target information returned by the data system comprises:
selecting a target beneficiary matched with the screening information from all beneficiaries according to the screening information carried in the beneficiary screening instruction;
and displaying beneficiary information corresponding to the target beneficiary in a display interface, and displaying the incentive number and incentive attribution information granted to the target beneficiary by the target object in the fund trust service, wherein the incentive attribution information comprises at least one of an attributed incentive, a valid attributed incentive and an incentive to be attributed.
9. The data management method of claim 8, wherein after the exposing the target information returned by the data system, the method further comprises:
when any parameter contained in target information displayed in the display interface is changed in the data system, receiving a data updating message automatically returned by the data system, wherein the data updating message comprises the updated target information;
and displaying the updated target information in the display interface.
10. An ESOP-based business system, comprising:
the system comprises an acquisition module, a configuration module and a processing module, wherein the acquisition module is used for acquiring basic information and a configuration file of a target object, the basic information contains an object identifier, the configuration file is used for describing a capital trusting service set by the target object for a beneficiary, and the configuration file contains an asset configuration identifier set for the capital trusting service;
the sending module is used for sending the object identifier and the asset configuration identifier to a data system so that the data system matches local incentive information with the object identifier and the asset configuration identifier to determine the target object and target information corresponding to the target object; the target information comprises incentive data corresponding to the capital trusting business;
and the display module is used for displaying the target information returned by the data system.
11. An electronic device, comprising:
one or more processors;
storage means for storing one or more programs which, when executed by the one or more processors, cause the electronic device to implement the method of any of claims 1-9.
12. A computer-readable storage medium having computer-readable instructions stored thereon, which, when executed by a processor of a computer, cause the computer to perform the method of any one of claims 1-9.
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