CN114090544A - Template generation method, data entry template, data entry method and device - Google Patents

Template generation method, data entry template, data entry method and device Download PDF

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Publication number
CN114090544A
CN114090544A CN202111385960.0A CN202111385960A CN114090544A CN 114090544 A CN114090544 A CN 114090544A CN 202111385960 A CN202111385960 A CN 202111385960A CN 114090544 A CN114090544 A CN 114090544A
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data
checking
field
information
template
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孙钰博
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China Construction Bank Corp
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China Construction Bank Corp
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/21Design, administration or maintenance of databases
    • G06F16/214Database migration support
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/22Indexing; Data structures therefor; Storage structures
    • G06F16/2282Tablespace storage structures; Management thereof
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/28Databases characterised by their database models, e.g. relational or object models
    • G06F16/284Relational databases
    • G06F16/285Clustering or classification

Abstract

The invention relates to the technical field of data processing, in particular to a template generation method, a data entry template, a data entry method and a device, wherein the method comprises the following steps: determining a plurality of data types corresponding to data information to be input in the target service classification; acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type; configuring a corresponding data checking component for each data table, wherein the data checking component is used for performing self-checking on data information which is already recorded in the data table and feeding back a checking result; and generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types. The template generation method can quickly generate the data entry template, thereby improving the efficiency of data entry work and ensuring the quality of the entered data.

Description

Template generation method, data entry template, data entry method and device
Technical Field
The invention relates to the technical field of data processing, in particular to a template generation method, a data entry template, a data entry method and a data entry device.
Background
The data additional recording work is an important part in the data migration work of the bank core business system, and only when data with high quality is obtained, a good data radiation effect can be exerted in the subsequent work. The data quantity and the data quality are two major pain points in the data supplement and recording work.
In the data migration work of the bank core business system, the situations needing data additional recording mainly include the business that the old line system is manual account management, the business with less business data volume and higher cost of migration through a system butt joint mode, the business needing additional recording according to the actual requirement and the like.
In the existing data supplement and entry process, data entry is mainly performed manually by business personnel, and the data are submitted to a data center for data summarization. Because the number of the service personnel is large, each service personnel corresponds to a plurality of pieces of additional data, and the data volume of the additional data received by the data center is increased linearly, so that the data can take a long time to gather after arriving at the data center.
In addition, the problem that the database table cannot be completely covered due to the fact that the quality of the additional data submitted by each business person is different because of the fact that the quality of the additional data submitted by each business person is not uniform because of the fact that necessary fields of follow-up requirements are lacked and the stored fields are different exists, and the efficiency of the data center in gathering is extremely low under the condition that the quality of the data is uncontrollable, so that the time cost of the data additional work is high, and the progress of data migration and the whole project is influenced.
Disclosure of Invention
In view of the above problems in the prior art, an object of the present invention is to provide a template generation method, a data entry template, a data entry method and a data entry device, which can quickly generate the data entry template, thereby improving the efficiency of data entry work and ensuring the quality of entered data.
In order to solve the above problem, the present invention provides a template generation method, including:
determining a plurality of data types corresponding to data information to be input in the target service classification;
aiming at each data type, acquiring a data table corresponding to the data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to input field information contained in data information of the data type;
configuring a corresponding data checking component for each data table, wherein the data checking component is used for performing self-checking on the data information which is input into the data table and feeding back a checking result;
and generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
Further, for each data type, the obtaining a data table corresponding to the data type includes:
acquiring a data table template corresponding to each data type, and taking the data table template as a data table corresponding to the data type;
alternatively, the first and second electrodes may be,
for each data type, acquiring a plurality of field fields related to the data type from a field pool;
and combining the field fields to obtain a data table corresponding to the data type.
Further, the self-checking kernel comprises a single-table checking kernel and a multi-table transverse checking kernel;
the single table check is used for checking the data information which is input into the data table;
and the multi-table transverse checking is used for checking the data relationship between the data information which is already recorded in the data table and the data information which is already recorded in other data tables in the data recording template.
Further, the method further comprises:
configuring one or more of filling format, necessary input and sample data corresponding to each field in each data table;
the filling format is used for describing the value range, data format or input description of field information corresponding to the field;
the necessary input is used for describing the necessity of inputting field information corresponding to the field;
the example data is used for being referred by a user when field information corresponding to the field is input.
The invention also provides a data entry template generated according to the template generation method, wherein the data entry template comprises a plurality of data tables, and each data table is used for a user to enter data information of each data type in a target service classification;
each data table comprises a data checking component and a plurality of field fields;
each field is used for indicating a user to input field information contained in the data information;
the data checking component is used for self-checking the data information which is recorded in the data table and feeding back a checking result.
Further, each data table further includes one or more of a filling format, a required transmission format and example data corresponding to each field.
Another aspect of the present invention provides a data entry method, including:
acquiring the data entry template, wherein the data entry template comprises a plurality of data tables;
acquiring data information of each data type in the target service classification input by the user based on the plurality of data tables;
responding to preset operation of a user on the data checking components in the data tables, performing self-checking on the data information which is already input in the data tables, and feeding back a checking result.
Another aspect of the present invention provides a template generating apparatus, including:
the data type determining module is used for determining a plurality of data types corresponding to the data information to be input in the target service classification;
the data table acquisition module is used for acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type;
the data checking component configuration module is used for configuring a corresponding data checking component for each data table, and the data checking component is used for performing self-checking on the data information which is input into the data table and feeding back a checking result;
and the data entry template generation module is used for generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
Another aspect of the present invention provides a data entry device, including:
the data entry template acquisition module is used for acquiring the data entry template, and the data entry template comprises a plurality of data tables;
the data information acquisition module is used for acquiring data information of each data type in the target service classification input by the user based on the plurality of data tables;
and the self-checking and checking module is used for responding to preset operation of a user on the data checking components in the data tables, performing self-checking on the data information which is already input in the data tables, and feeding back a checking result.
Another aspect of the present invention provides an electronic device, including a processor and a memory, where at least one instruction or at least one program is stored in the memory, and the at least one instruction or the at least one program is loaded by the processor and executed to implement the template generating method as described above.
Another aspect of the present invention provides a computer-readable storage medium, in which at least one instruction or at least one program is stored, and the at least one instruction or the at least one program is loaded and executed by a processor to implement the template generation method as described above.
Another aspect of the invention provides a computer program product comprising computer programs/instructions which, when executed by a processor, implement the steps of the template generation method as described above.
Due to the technical scheme, the invention has the following beneficial effects:
according to the template generation method provided by the embodiment of the invention, the data tables are respectively constructed for the data of each data type in the target service classification, the corresponding data checking components are configured, and the corresponding data entry templates are finally formed. Through embedding the data checking component in the data sheet, business personnel can realize semi-automatic checking function through right the operation of the data checking component after inputting data so as to find errors of inputting data, further ensure data quality, move forward the work of data checking, find time points of problems in advance and strive for precious time for other follow-up works.
Drawings
In order to more clearly illustrate the technical solution of the present invention, the drawings used in the description of the embodiment or the prior art will be briefly described below. It is obvious that the drawings in the following description are only some embodiments of the invention, and that for a person skilled in the art, other drawings can be derived from them without inventive effort.
FIG. 1 is a flowchart of a template generation method provided by an embodiment of the invention;
FIG. 2 is a schematic diagram of a data entry template provided by one embodiment of the present invention;
FIGS. 3A and 3B are schematic diagrams of a data entry template for a small micro enterprise bank loan transfer provided by an embodiment of the invention;
FIG. 4 is a schematic diagram of a data table provided by one embodiment of the present invention;
FIG. 5 is a diagram illustrating a spreadsheet filing format according to an embodiment of the present invention;
FIG. 6 is a schematic illustration of a uniqueness check provided by one embodiment of the present invention;
FIGS. 7A-7C are diagrams of data checking results provided by an embodiment of the present invention;
FIG. 8 is a flow diagram of a data entry method provided by one embodiment of the present invention;
fig. 9 is a schematic structural diagram of a template generating apparatus according to an embodiment of the present invention;
FIG. 10 is a schematic structural diagram of a data entry device provided by an embodiment of the invention;
fig. 11 is a schematic structural diagram of an electronic device according to an embodiment of the present invention.
Detailed Description
In order to make the technical solutions of the present invention better understood, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be obtained by a person skilled in the art without any inventive step based on the embodiments of the present invention, are within the scope of the present invention.
It should be noted that the terms "first," "second," and the like in the description and claims of the present invention and in the drawings described above are used for distinguishing between similar elements and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used is interchangeable under appropriate circumstances such that the embodiments of the invention described herein are capable of operation in sequences other than those illustrated or described herein. Furthermore, the terms "comprises," "comprising," and "having," and any variations thereof, are intended to cover a non-exclusive inclusion, such that a process, method, apparatus, article, or device that comprises a list of steps or elements is not necessarily limited to those steps or elements expressly listed, but may include other steps or elements not expressly listed or inherent to such process, method, article, or device.
In order to make the objects, technical solutions and advantages disclosed in the embodiments of the present invention more clearly apparent, the embodiments of the present invention are described in further detail below with reference to the accompanying drawings and the embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the embodiments of the invention and are not intended to limit the embodiments of the invention. In the technical scheme of the embodiment of the invention, the data acquisition, storage, use, processing and the like all conform to relevant regulations of national laws and regulations.
First, the embodiments of the present invention explain the following concepts:
data migration: data migration refers to the migration of data that is providing online services from one system to another.
And (3) data supplement recording: in some scenes, the business service adopts a manual accounting mode, and data is not recorded into a system. When data is migrated, service personnel is required to manually supplement and record the data to a data center.
EXCEL macro script: the method is an EXCEL-based programming language, can be embedded into a data entry template, and is used for controlling input and providing a data-related checking function.
Data checking: for the inspection work of the additional data, the data needs to satisfy basic conditions, such as the necessity of filling, the size value, the positive value, the negative value, the value range, the logic constraint of the values between tables, and the like.
Loan of the silver group: the bank group formed by one or several banks authorized to operate loan service and multiple banks and non-bank financial institutions participating in the same loan agreement provides financing loan mode for the same borrower according to agreed terms and conditions.
Example 1
Referring to the specification, fig. 1 shows a flow of a template generating method according to an embodiment of the present invention, and specifically as shown in fig. 1, the method may include the following steps:
s110: and determining a plurality of data types corresponding to the data information to be input in the target service classification.
In the embodiment of the invention, the corresponding data type can be determined according to the data information contained in the target service classification, and the data information of different target service classifications can have the same data type or different data types. For example, for the bank loan transfer business of the small micro enterprise of the bank core business system, the corresponding loan data comprises data of several data types including loan contracts, loan accounts, loan payment particulars, interest counting particulars, repayment plans, loan interest bill particulars, repayment particulars, normal interest rate parameters and overdue interest rate parameters; for the off-the-loan business transacted by trade, the corresponding loan data comprises data of several data types, namely loan contracts, loan accounts and loan detail.
S120: and acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type.
In the embodiment of the present invention, data of one data type may correspond to one or more same data tables. The field of the data table records field names, and the field names correspond to the data fields in the data table one by one, and the field can comprise the minimum field required to be input in the data information of the data type corresponding to the data table. The field provides a standard for the entry of the data information, and service personnel can distinguish which fields need to be entered according to the field fields of each data table in the data entry template, which fields do not need to be entered, so that dirty data can be directly avoided, and the condition that the entered data is not the effective fields in the database table is avoided.
In the embodiment of the invention, the data table summarizes the minimum entry items of each data type data summarized based on the fields in the field pool in combination with the current target business requirements, the field pool can comprise all the simplest fields required by the entry data in all the business classifications, and the field pool can be obtained by the business personnel by summarizing and summarizing in advance.
In the embodiment of the present invention, the data table corresponding to each data type may be predetermined, or a plurality of field fields related to the data type may be obtained from a field pool, and different field fields are combined to obtain the corresponding data table. Specifically, for each data type, the obtaining the data table corresponding to the data type may include:
acquiring a data table template corresponding to each data type, and taking the data table template as a data table corresponding to the data type;
alternatively, the first and second electrodes may be,
for each data type, acquiring a plurality of field fields related to the data type from a field pool;
and combining the field fields to obtain a data table corresponding to the data type.
In a specific embodiment, the template generation method provided by the embodiment of the invention can be applied to a loan data additional recording working scene of a banking core business system, and business personnel can summarize and summarize a simplest field pool in advance aiming at loan data to generate a data entry template. Specifically, all the simplest fields (about 200 fields) required for entering the loan data can be summarized to form a field pool, and for different business classifications, only corresponding fields are selected from the field pool to form a data table corresponding to each data type, and then a data entry template is generated for business personnel entering the data.
Illustratively, loan data is differentiated from the core entities in the banking core business system into generic data and account type data, as shown in table 1 below.
TABLE 1
Figure BDA0003367125480000081
The borrowing contract is input and approved by a credit business process system (CLPM), after the approval is passed, the CLPM system can call a banking core business system to carry out transaction to establish an equity contract, and the equity contract records the factors such as customer information, money amount, term, price and the like of the credit contract. Some important fields in the contract-like data are shown in table 2 below.
TABLE 2
Figure BDA0003367125480000091
Figure BDA0003367125480000101
The credit contract generates account class data after loan issuance, which records the principal, interest, status and other account class data from loan payment to loan settlement through the life cycle, and accounts class transaction for public loans is mostly processing the account class data, wherein some important fields are shown in the following table 3.
It should be noted that the contract class data may further include other field information than the fields described in table 2, and the account class data may further include other field information than the fields described in table 3, which is not limited in this embodiment of the present invention.
For example, for non-banking loan data of a banking core business system, data tables corresponding to several data types of loan contracts, loan accounts, loan detail, interest detail, repayment plans, loan interest bill details, repayment details, normal interest rate parameters and overdue interest rate parameters can be generated in advance based on a field pool formed by all simplest fields obtained by summary induction.
TABLE 3
Figure BDA0003367125480000111
For example, for the bank loan transfer service of the small micro enterprise in the banking core service system, data of several data types including a loan contract, a loan account, a loan arrangement detail, an interest calculation detail, a repayment plan, a loan interest bill detail, a repayment detail, a normal interest rate parameter and an overdue interest rate parameter can be determined, for each data type, a plurality of corresponding fields can be obtained from a field pool formed by all simplest fields obtained by summarizing and induction, and a corresponding data table is generated according to a certain logic.
In the embodiment of the invention, partial fields related to corresponding services are selected from the field pool including all the core fields summarized by induction, and are combined into each data table in the data entry template according to certain service logic, so that the method has high degree of freedom. Aiming at other newly added service classifications of the project or data entry tasks in other projects, the existing fields can be generally continued to be combined, and the expandability is high.
In a possible embodiment, after the data table template corresponding to the data type is obtained, the data table template may be further adjusted to obtain the data table corresponding to the data type. Specifically, adjusting the data table template may include increasing or decreasing a portion of the field, modifying a must-be-input property of the portion of the field, and so on. According to the embodiment of the invention, a plurality of data table templates are generated in advance, so that when the data entry template of the target service classification is generated, aiming at different service classifications, a small part of fields and the necessary transmission performance of some fields can be adjusted on the basis of the existing data table template, and the large change or even the rework is not needed.
S130: and configuring a corresponding data checking component for each data table, wherein the data checking component is used for performing self-checking on the data information which is recorded in the data table and feeding back a checking result.
In the embodiment of the invention, VBA macro control can be made for each data table to limit the input content and provide a data self-checking function. The data checking component is configured in the data table, so that the data checking threshold is reduced, service personnel can have the ability of self-checking after completing data entry, data problems are exposed before summarizing, and the accuracy of data entry of the service personnel is improved.
In particular, the self-checking kernel may include single-table and multi-table transverse checking;
the single table check is used for checking the data information which is input in the data table;
and the multi-table transverse checking is used for checking the data relationship between the data information which is already recorded in the data table and the data information which is already recorded in other data tables in the data recording template.
S140: and generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
In the embodiment of the invention, the data tables corresponding to the data types can be combined to obtain the data entry template corresponding to the target service classification.
In one possible embodiment, the method may further include:
configuring one or more of filling format, necessary input and sample data corresponding to each field in each data table;
the filling format is used for describing the value range, data format or input description of field information corresponding to the field;
the necessary input is used for describing the necessity of inputting field information corresponding to the field;
the example data is used for being referred by a user when field information corresponding to the field is input.
In the embodiment of the invention, the value range, the data format or the entry description corresponding to the field can be used as a standard for business personnel to enter data and also as a standard for self-checking the data. It should be noted that details of the filling format, the required input, the sample data, the single-table check and the multi-table horizontal check in the embodiment of the present invention will be described in detail in the following description of the data entry template.
In the embodiment of the invention, different data entry templates can be generated for subsequent use aiming at different service classifications, and the degree of freedom is high enough to deal with the optimization iteration of newly added services and the existing services related in the future.
The following describes in detail a data entry template generated by the template generation method provided by the embodiment of the present invention. Referring to the specification fig. 2, which is a schematic diagram illustrating a data entry template provided by an embodiment of the present invention, the data entry template may be generated by the template generation method shown in fig. 1, as shown in fig. 2, the data entry template includes a plurality of data tables, and each data table is used for a user to enter data information of each data type in a target service classification;
each data table comprises a data checking component and a plurality of field fields;
each field is used for indicating a user to input field information contained in the data information;
the data checking component is used for self-checking the data information which is recorded in the data table and feeding back a checking result.
In the embodiment of the invention, the data entry template is based on fields in a field pool, and combines with the current target service requirement to summarize the summarized minimum entry items, field fields of the data table record field names and correspond to data fields in the database table one by one, and the field fields can comprise the minimum fields required to be entered in data information of data types corresponding to the data table. The field pool comprises all simplest fields required by data entry in all the service classifications, and the field pool can be obtained by the service personnel through summarization in advance.
In a specific embodiment, the data entry template may be applied to a loan data additional entry work scene of a banking core business system, and business personnel may generate a corresponding data entry template for the business personnel entering data to use in advance for the loan data.
In particular, since the banking core business system may generally include the following business classifications: insurance e loan, insurance winning loan, non-loan contract detail, trade outside statement payment, trade credit underwriting, partial verification and cancellation, agency bank, domestic insurance guarantee payment, the loan outside business handled by the trade, the loan financing business handled by the trade, the overdue loan of the trade, the bank transfer of the small micro-enterprise and the like. Aiming at each business classification of the bank core business system, a corresponding data entry template can be generated for business personnel to use.
Taking the bank repayment business of the small micro-enterprise as an example, the corresponding loan data comprises data of several data types, namely loan contracts, loan accounts, loan payment particulars, interest counting particulars, repayment plans, loan interest bill particulars, repayment particulars, normal interest rate parameters and overdue interest rate parameters, so that as shown in fig. 3A, the data entry template for the bank repayment of the small micro-enterprise comprises data tables corresponding to the several data types. The loan contract data sheet is used for inputting loan-to-customer contract information including but not limited to contract amount, term, settlement parameter information, repayment settlement account information and the like; the loan account data table is used for recording the instinct balance of the loan; the pay-out detail data table is used for inputting the pay-out record information of the past; the information detail data table is used for recording the calculation process of the passenger information according to the history; the repayment plan data table is used for recording the repayment plan date and the payment plan amount of each loan in each period; the loan interest bill detail data table is used for recording the detail of the loan interest which should be returned and is still paid by the current period; the repayment detail data sheet is used for recording the returning details of the original information of the past; the normal interest rate parameter data table is used for inputting normal interest rate information of the loan; the overdue interest rate parameter data table is used for inputting the overdue interest rate information of the loan.
Specifically, for the data entry template of the loan data of the banking core business system, each data table may start with seven field fields, which are: the seven fields describe the basic information of the data table of the current data additional recording work and the main key of the current data. The data table may also include various fields required by data of corresponding data types, for example, the loan contract data table may further include fields such as contract expiration date, loan expiration date, term unit, and term value.
Specifically, the loan contract data table may have the contract number as the main key, and in some data entry templates, the contract number + the loan serial number may be the joint main key. The same contract will have the only contract number, and different data tables will also correspond to each other by the contract number. Referring to fig. 3B of the specification, with reference to loan contracts, in most cases, a loan contract corresponds to a loan account, one or more of loan detail, normal interest rate and overdue interest rate ("1-n" in the figure), and meanwhile, the interest list, bill detail and repayment detail may be one to zero or one to many ("0-n" in the figure). This also means that the contract number (or contract number + loan order number) is not allowed to be repeated in the loan contract and loan account data tables.
Specifically, in the data migration work, the data table of the data entry template for the petty business bank loan transfer and the database table have the corresponding relationship as shown in the following table 4.
TABLE 4
Original list of Chinese names Corresponding relation Target table Chinese name
Loan contracts One to one Loan contract customer relationship information
Many-to-one Loan contract structure data sheet
One to one Loan contract
One to one Loan contract zoning information
One to one Loan value-added tax information
One to one Detail of tax rate of loan contract
One to one Loan contract account stock information sheet
Loan interest billing statement Many to many Loan contract account bill
Loan account One to one Loan contract account
Many to many Loan bookAccount interest offer
Deposit detail One to one Loan contract amount usage information
One to one Loan contract support information
One to one Loan contract account principal information
Deposit detail, repayment detail One to one Loan contract account details
Repayment plan One to one Loan contract repayment plan
Many to many Loan contract account bill
Information detail One to one Loan contract account interest evidence detail
Normal rate of interest One to one Loan contract negotiation interest rate condition
Late interest rate One to one Loan contract negotiation interest rate condition
Corresponding data entry templates may be similarly generated for other traffic classes. As shown in table 5 below, for non-banking loans, ten sets of data entry templates may be designed according to business classification, including data entry templates for warranty e-loan, warranty loan, non-loan detail, trade fund table payment, trade credit payment, partial underwriting splitting, domestic warranty guarantee payment, loan table business handled by trade fund manually, loan financing business handled by trade fund manually, overdue trade of trade fund, and bank loans of small micro-enterprises. Table 5 shows the data table information included in the data entry template for each business classification of the non-banking loan, so that the data tables related to different business classifications can be recombined to form a new entry template, and the expandability is good.
TABLE 5
Figure BDA0003367125480000161
In this embodiment of the present invention, each of the data tables may further include one or more of a filling format, a required transmission format, and example data corresponding to each of the field fields. The filling format is used for describing a value range, a data format or an entry description of field information corresponding to the field; the necessary input is used for describing the necessity of inputting field information corresponding to the field; the example data is used for being referred by a user when field information corresponding to the field is input.
Specifically, the value range, the data format or the entry description corresponding to the field can be used as a standard for business personnel to enter data, and is also a standard for subsequent self-checking of the data. Such as the date of entry/update in fig. 4, in the data format YYYYMMDD, all data in the column must be 8 bits and date justification is met. Business personnel can confirm the data entry standard through the filling format, improve the quality of the entered data, and further effectively reduce the reprocessing times when the data is put in storage. For a limited value range, the data entry template can limit input, and is changed into a pull-down menu option as shown in fig. 5, so that the diversity and robustness of input can be directly avoided, and the frequency of data diversity caused by synonyms is effectively reduced.
Specifically, the indispensable property corresponding to the field may include the following four types:
1. input/filling must be performed: the fingers must be recorded;
2. must lose/must fill (default): filling according to default values provided in a filling format;
3. does not involve: filling according to the input description, and filling blank or 0 when not described in detail;
4. unnecessary input/unnecessary filling: it means that filling is not required under general conditions, but is necessary under specific conditions.
The business personnel can determine the necessity of data entry through the indispensable input property, and for some fields which are not related to or unnecessary to input, if the accuracy of the data cannot be ensured or the data is missing, the data does not need to be filled. Meanwhile, aiming at fields which must be transmitted, if the accuracy cannot be guaranteed, even under the condition of missing, the early warning effect can be achieved, namely, related fields which must be transmitted are determined before uploading, the possibility that the fields are returned by a data center after being uploaded forcibly is avoided, and therefore the working efficiency is directly increased.
Specifically, the example data corresponding to the field is used for disambiguating and unifying input specifications, is provided for business personnel to refer, does not participate in data checking, and is not allowed to be deleted.
In the embodiment of the invention, the data sheet can be an EXCEL sheet, the data checking component can be controlled and realized by a VBA macro script embedded in the EXCEL, the data checking component can be realized by a 'data checking' button and a 'color recovery' button, after a service worker fills in data, the 'data checking' button is clicked to realize data self-checking, and the data entry template provides feedback to a user according to the existing data checking result; the user may reset the color of the cells of the data table by clicking on the "color restore" button.
In particular, the self-checking kernel may include single-table and multi-table transverse checks;
the single table check is used for checking the data information which is input into the data table;
and the multi-table transverse checking is used for checking the data relationship between the data information which is already recorded in the data table and the data information which is already recorded in other data tables in the data recording template.
The single table check refers to checking in a current data table of the data entry template, does not involve the association relation check among the data tables, and can include numerical value uniqueness check, secondary relation check, necessary input check, mathematical characteristic check, validity check and the like.
The uniqueness check means that the field is not repeatable in the whole data table, such as the contract number, and the like, as shown in fig. 6, the whole table of the contract number is not allowed to be repeatable, so that the field is verified in the data verification, such as the repetition reports an error.
The secondary relationship check means that when some field fields take some values, the value range of another field is changed. For example, when the interest rate adjustment mode is "period adjustment" or "day-day adjustment", the first three bits of the corresponding interest rate adjustment period code must be 001-.
The check indicates that for some fields, if the field is empty, an error is reported. For example, when recognizing that the required filling has descriptions such as "must import", "must fill", etc., it checks whether the corresponding cell has an empty field, and if so, reports an error.
The mathematical property check means that for some fields, the value of the field and another field in the same table should satisfy some size relationship. For example, the total amount of the deposit should be equal to or greater than the account balance, and if not, an error is reported.
The validity check means that some field fields have specified an input format or a value range at the time of design. For example, if the field description is a fixed value and the entry does not match the value range, an error is reported.
The multi-table transverse checking is different from the single-table checking and is mainly used for checking data relationships among different data tables, and the multi-table transverse checking can comprise correspondence checking, existence checking, mathematical characteristic checking and the like.
The correspondence check means that some field fields in the multiple data tables need to satisfy some association relationship. For example, some fields of the loan contract and the loan account need to satisfy the obligation, when some field of the loan contract is related to the attribute of "previous receipt", some field of the corresponding loan account which is not obligatory cannot be empty at this time, so that the obligation check is also participated. For example, the contract number of the loan contract and the contract number of the loan account should satisfy a one-to-one relationship, and when the contract number of the loan contract and the contract number of the loan account are not in a one-to-one relationship, an error is reported.
Presence checks refer to what is present in a certain data table, and is also required to be present in some other data table. For example, the loan contract and the loan account number need to be in one-to-one correspondence, with numbers in the contract table and numbers in the account table, and vice versa. If the corresponding condition is not met, an error is reported.
The mathematical characteristic check is the most complex part of the multi-table transverse check, and means that values of certain field fields among different data tables need to meet certain specific mathematical relations. For example, under the same loan account, the sum of the repayment details must be consistent with the sum of the accumulated recovery amount, and the judgment condition not only relates to the sum of one account corresponding to one contract and a plurality of details under the same main key, but also relates to the transverse judgment between different data tables. For example, the contract amount in the contract loan table and the balance of the loan account in the loan account table satisfy the relationship of magnitude, if the corresponding condition is not satisfied, an error is reported. As another example, the sum of the deposit detail must be consistent with the sum of the cumulative deposit, otherwise an error will be reported.
It should be noted that the foregoing examples do not limit the checking content of the single-table checking and the multi-table horizontal checking, and the single-table checking and the multi-table horizontal checking may also include other types of checking, which is not limited in this embodiment of the present invention.
The embodiment of the invention adopts EXCEL macro control aiming at the aspect of data quality, wherein the EXCEL macro control comprises the core functions of necessary input control, legal value control, condition control, transverse checking and the like, provides error feedback for a user so as to correct in time, moves the data checking work forward, improves the data entry instruction and has high controllability.
In the embodiment of the invention, the multi-table transverse checking can be performed after the single-table checking, so that the error of the single-table checking is preferentially exposed by reporting the error after the self-checking is performed. Specifically, for the current data table, single table check may be performed in advance, if the single table check does not pass, an error of the single table check is fed back, if the single table check passes, multi-table transverse check is performed, if the multi-table transverse check does not pass, an error of the multi-table transverse check is fed back, and if the multi-table transverse check passes, the data table check passes.
In the embodiment of the present invention, the checking result may be divided into three types according to the error type: 1. the checking is passed, and the data information is represented to meet the warehousing requirement of the basic database; 2. the single table check fails; 3. the multi-table transverse checking fails. The checking result can be displayed in a data table, and different checking results can be displayed in different modes, for example, different colors or different prompt messages can be adopted for distinguishing.
Illustratively, the checking result can be displayed at a position corresponding to the checking result in the data table, if the checking result passes, if the checking result does not pass, a latest error prompt can be displayed, different colors are fed back according to different checking results, the checking result feeds back green when the checking result passes, the checking result feeds back red when the checking result does not pass through a single table, and the checking result feeds back yellow when the checking result transversely does not pass through multiple tables. Optionally, when the checking result is that the checking fails, not only the latest error prompt but also an error type prompt are displayed, and the position of the error field is displayed with a red or yellow warning according to the error type.
Illustratively, as shown in fig. 7A, when the check result is check pass, the check pass is displayed and green is fed back at the position corresponding to the check result, as shown in fig. 7B and 7C, when the check result is check fail, the latest error prompt and the error type prompt are displayed at the position corresponding to the check result, and red or yellow is fed back, and at the same time, the color corresponding to the error is displayed at the field information of the error. If the association is involved, all the associated field information in the data table is painted at the same time.
As a preferred embodiment, each data table in the data entry template includes a "data check" button and a "color restore" button, and the button of each data table can only check the corresponding relationship of certain fields of the current data table and the laterally associated data table thereof. The data check pass should be a check pass for each data table. By the method, the checking process of each data table can be separately carried out, so that error prompt and user correction of errors are facilitated.
According to the embodiment of the invention, the highly-coupled macro script is embedded in the data entry template, the whole data entry file is subjected to macro control, the input of the cells, the value range of the numerical values, the value range of the pull-down menu, the positive and negative values of the numerical values, the correlation among tables of each data table, the mathematical relationship among the numerical values, the logical relationship on business and the like are strictly controlled, the data quality is further ensured, error feedback is provided for a user so as to be corrected in time, and the high-controllability is realized.
In summary, according to the template generation method of the embodiment of the present invention, a data table is respectively constructed for data of each data type in a target service classification, and a corresponding data checking component is configured, so as to finally form a corresponding data entry template, and the content of entered data is limited by using a field of the data table, so that a service person can perform data entry work of a specific service according to the field, without considering field differences for different services, and at the same time, differences between entered data of different service persons can be reduced, thereby improving efficiency of data entry work, and ensuring quality of entered data. Through embedding the data checking component in the data sheet, business personnel can realize semi-automatic checking function through right the operation of the data checking component after inputting data so as to find errors of inputting data, further ensure data quality, move forward the work of data checking, find time points of problems in advance and strive for precious time for other follow-up works.
Example 2
The data entry method provided by the embodiment of the invention is further described in detail below with reference to the accompanying drawings and the embodiment. It should be understood that the specific embodiments described herein are merely illustrative of the embodiments of the invention and are not intended to limit the embodiments of the invention. In the technical scheme of the embodiment of the invention, the data acquisition, storage, use, processing and the like all conform to relevant regulations of national laws and regulations.
Referring to the specification fig. 8, which shows a flow of a data entry method provided in an embodiment of the present invention, specifically as shown in fig. 8, the method may include the following steps:
s810: acquiring a data entry template, wherein the data entry template comprises a plurality of data tables;
s820: acquiring data information of each data type in the target service classification input by the user based on the plurality of data tables;
s830: responding to preset operation of a user on the data checking components in the data tables, performing self-checking on the data information which is already input in the data tables, and feeding back a checking result.
In this embodiment of the present invention, the data entry template may be a data entry template generated according to the template generation method shown in fig. 1 or may be a pre-generated data entry template shown in fig. 2, and the detailed information of the data entry template may refer to the specific content in embodiment 1, which is not described herein again in this embodiment of the present invention.
Specifically, the data entry method provided by the embodiment of the present invention may be applied to a data entry system of a service system, where the service system may include a data management system and at least one data entry system. The data management system can generate or acquire one or more pre-generated data entry templates shown in fig. 2 according to actual requirements, and send the data entry templates to each data entry system. The business personnel of the data entry system can enter data information of each data type in the target business classification based on the data sheet of the data entry template, after the data entry is completed, the business personnel can utilize the data checking component in the data sheet to trigger data self-checking, and after a problem is found, the business personnel can correct the problem according to the checking result and perform data self-checking again until the data meets the basic requirement of data conversion. The data entry system can send data passing self-checking to the data management system, business personnel of the data management system can perform operations such as checking and warehousing on the data, and when the data passes checking, the data management system stores the data information into a database; when data is not checked, the data management system may send data correction information to a corresponding data entry system, the data correction information indicating that data in the data file is corrected.
According to the embodiment of the invention, the data requirement is standardized through the data entry template, redundant useless fields are removed, business personnel enter the data according to the required data, the possibility of missing dirty data and key data is avoided, and the efficiency and the success rate of data conversion are directly improved.
Meanwhile, the data checking module is configured in the data entry template, so that the data checking threshold is reduced, service personnel can have self-checking after completing data entry, data problems are exposed before summarizing, the accuracy of data entry is improved, the frequency of re-entry and communication due to data quality is reduced, and the time consumed by data transmission and feedback is reduced, so that the workload of the data summarizing process is reduced, the working efficiency is greatly improved, and the labor cost is saved.
In the embodiment of the invention, although different data entry templates are used for different service classifications, because the field data of the different data entry templates are taken from the same field pool, a set of database tables can be realized in the design of the database tables to meet the functions of most services, and the integration level is high. Aiming at the data entry work of different business classifications, the configuration of a database table does not need to be modified or greatly modified, the vast majority of entered data are guaranteed to share one set of database structure, the problems that the number of the database tables is too large, the association is complex, the operation time and the data conversion difficulty are increased, the development difficulty and the data conversion difficulty are directly and effectively reduced, and a foundation is laid for the subsequent data conversion work.
Referring to the specification and fig. 9, a structure of a template generating apparatus 900 according to an embodiment of the present invention is shown. As shown in fig. 9, the apparatus 900 may include:
a data type determining module 910, configured to determine multiple data types corresponding to data information to be entered in the target service category;
a data table obtaining module 920, configured to obtain, for each data type, a data table corresponding to the data type, where the data table includes multiple field fields, and each field is used to indicate field information included in data information of the data type entered by a user;
a data checking component configuration module 930, configured to configure, for each data table, a corresponding data checking component for the data table, where the data checking component is configured to perform self-checking on data information already entered in the data table and feed back a checking result;
and a data entry template generating module 940, configured to generate a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
In one possible embodiment, the apparatus 900 may further include:
and the format information configuration module is used for configuring one or more of filling format, necessary transmission and example data corresponding to each field in each data table.
Referring to the specification and to fig. 10, a structure of a data entry device 1000 according to an embodiment of the present invention is shown. As shown in fig. 10, the apparatus 1000 may include:
a data entry template acquisition module 1010, configured to acquire a data entry template, where the data entry template includes a plurality of data tables;
a data information obtaining module 1020, configured to obtain data information of each data type in a target service category entered by a user based on the multiple data tables;
and the self-checking and checking module 1030 is configured to perform self-checking on the data information already entered in the multiple data tables and feed back a checking result in response to a preset operation of a user on the data checking component in the multiple data tables.
It should be noted that, when the apparatus provided in the foregoing embodiment implements the functions thereof, only the division of the functional modules is illustrated, and in practical applications, the functions may be distributed by different functional modules according to needs, that is, the internal structure of the apparatus may be divided into different functional modules to implement all or part of the functions described above. In addition, the apparatus provided in the above embodiments and the corresponding method embodiments belong to the same concept, and specific implementation processes thereof are detailed in the corresponding method embodiments and are not described herein again.
An embodiment of the present invention further provides an electronic device, which includes a processor and a memory, where the memory stores at least one instruction or at least one program, and the at least one instruction or the at least one program is loaded and executed by the processor to implement the template generation method provided in the foregoing method embodiment.
The memory may be used to store software programs and modules, and the processor may execute various functional applications and data processing by operating the software programs and modules stored in the memory. The memory can mainly comprise a program storage area and a data storage area, wherein the program storage area can store an operating system, application programs needed by functions and the like; the storage data area may store data created according to use of the apparatus, and the like. Further, the memory may include high speed random access memory, and may also include non-volatile memory, such as at least one magnetic disk storage device, flash memory device, or other volatile solid state storage device. Accordingly, the memory may also include a memory controller to provide the processor access to the memory.
Referring to the specification in conjunction with fig. 11, a block diagram of an electronic device 1100 is shown, in accordance with one embodiment of the present invention. Electronic device 1100 may include one or more processors 1102, system control logic 1108 coupled to at least one of processors 1102, system memory 1104 coupled to system control logic 1108, non-volatile memory (NVM)1106 coupled to system control logic 1108, and a network interface 1110 coupled to system control logic 1108.
Processor 1102 may include one or more single-core or multi-core processors. The processor 1102 may include any combination of general-purpose processors and dedicated processors (e.g., graphics processors, application processors, baseband processors, etc.). In embodiments herein, the processor 1102 may be configured to perform one or more embodiments in accordance with the various embodiments as shown in fig. 1-7.
In some embodiments, system control logic 1108 may include any suitable interface controllers to provide for any suitable interface to at least one of processors 1102 and/or to any suitable device or component in communication with system control logic 1108.
In some embodiments, system control logic 1108 may include one or more memory controllers to provide an interface to system memory 1104. System memory 1104 may be used to load and store data and/or instructions. The memory 1104 of the device 1100 may include any suitable volatile memory, such as suitable Dynamic Random Access Memory (DRAM), in some embodiments.
NVM/memory 1106 may include one or more tangible, non-transitory computer-readable media for storing data and/or instructions. In some embodiments, NVM/memory 1106 may include any suitable non-volatile memory such as flash memory and/or any suitable non-volatile storage device such as at least one of an HDD (Hard Disk Drive), CD (Compact Disc) Drive, DVD (Digital Versatile Disc) Drive.
NVM/memory 1106 may include a portion of a storage resource installed on a device of device 1100, or it may be accessible by, but not necessarily a part of, the device. For example, the NVM/storage 1106 may be accessed over a network via the network interface 1110.
In particular, system memory 1104 and NVM/memory 1106 may each include: a temporary copy and a permanent copy of instructions 1120. The instructions 1120 may include: instructions that, when executed by at least one of the processors 1102, cause the device 1100 to implement the template generation method as shown in fig. 1. In some embodiments, the instructions 1120, hardware, firmware, and/or software components thereof may additionally/alternatively be located in the system control logic 1108, the network interface 1110, and/or the processor 1102.
Network interface 1110 may include a transceiver to provide a radio interface for device 1100 to communicate with any other suitable device (e.g., front end module, antenna, etc.) over one or more networks. In some embodiments, the network interface 1110 may be integrated with other components of the device 1100. For example, the network interface 1110 may be integrated with at least one of the communication module of the processor 1102, the system memory 1104, the NVM/memory 1106, and a firmware device (not shown) having instructions that, when executed by at least one of the processors 1102, the device 1100 implements one or more of the various embodiments illustrated in fig. 1-7.
The network interface 1110 may further include any suitable hardware and/or firmware to provide a multiple-input multiple-output radio interface. For example, network interface 1110 may be a network adapter, a wireless network adapter, a telephone modem, and/or a wireless modem.
In one embodiment, at least one of the processors 1102 may be packaged together with logic for one or more controllers of system control logic 1108 to form a System In Package (SiP). In one embodiment, at least one of the processors 1102 may be integrated on the same die with logic for one or more controllers of system control logic 1108 to form a system on a chip (SoC).
The device 1100 may further comprise: input/output (I/O) devices 1112. I/O device 1112 may include a user interface to enable a user to interact with device 1100; the design of the peripheral component interface enables peripheral components to also interact with the device 1100. In some embodiments, the device 1100 further comprises sensors for determining at least one of environmental conditions and location information associated with the device 1100.
In some embodiments, the user interface may include, but is not limited to, a display (e.g., a liquid crystal display, a touch screen display, etc.), a speaker, a microphone, one or more cameras (e.g., still image cameras and/or video cameras), a flashlight (e.g., a light emitting diode flash), and a keyboard.
In some embodiments, the peripheral component interfaces may include, but are not limited to, a non-volatile memory port, an audio jack, and a power interface.
In some embodiments, the sensors may include, but are not limited to, a gyroscope sensor, an accelerometer, a proximity sensor, an ambient light sensor, and a positioning unit. The positioning unit may also be part of the network interface 1110 or interact with the network interface 1110 to communicate with components of a positioning network, such as Global Positioning System (GPS) satellites.
It is to be understood that the illustrated configuration of the embodiment of the invention does not constitute a specific limitation on the electronic device 1100. In other embodiments of the invention, the electronic device 1100 may include more or fewer components than illustrated, or some components may be combined, some components may be split, or a different arrangement of components. The illustrated components may be implemented in hardware, software, or a combination of software and hardware.
An embodiment of the present invention further provides a computer-readable storage medium, which may be disposed in an electronic device to store at least one instruction or at least one program for implementing a template generating method, where the at least one instruction or the at least one program is loaded and executed by the processor to implement the template generating method provided by the foregoing method embodiment.
Optionally, in an embodiment of the present invention, the storage medium may include, but is not limited to: a U-disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a removable hard disk, a magnetic or optical disk, and other various media capable of storing program codes.
An embodiment of the present invention also provides a computer program product comprising a computer program/instructions which is loaded and executed by a processor to implement the steps of the template generation method provided in the various alternative embodiments described above, when the computer program product is run on an electronic device.
It should be noted that: the precedence order of the above embodiments of the present invention is only for description, and does not represent the merits of the embodiments. And specific embodiments thereof have been described above. Other embodiments are within the scope of the following claims. In some cases, the actions or steps recited in the claims may be performed in a different order than in the embodiments and still achieve desirable results. In addition, the processes depicted in the accompanying figures do not necessarily require the particular order shown, or sequential order, to achieve desirable results. In some embodiments, multitasking and parallel processing may also be possible or may be advantageous.
All the embodiments in the present specification are described in a progressive manner, and the same and similar parts among the embodiments are referred to each other, and each embodiment focuses on the differences from other embodiments. In particular, as for the apparatus embodiment, since it is substantially similar to the method embodiment, the description is relatively simple, and for the relevant points, reference may be made to the partial description of the method embodiment.
It will be understood by those skilled in the art that all or part of the steps for implementing the above embodiments may be implemented by hardware, or may be implemented by a program instructing relevant hardware, where the program may be stored in a computer-readable storage medium, and the above-mentioned storage medium may be a read-only memory, a magnetic disk or an optical disk, etc.
The above description is only for the purpose of illustrating the preferred embodiments of the present invention and is not to be construed as limiting the invention, and any modifications, equivalents, improvements and the like that fall within the spirit and principle of the present invention are intended to be included therein.

Claims (12)

1. A template generation method, comprising:
determining a plurality of data types corresponding to data information to be input in the target service classification;
acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type;
configuring a corresponding data checking component for each data table, wherein the data checking component is used for performing self-checking on data information which is already recorded in the data table and feeding back a checking result;
and generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
2. The method according to claim 1, wherein the obtaining, for each data type, a data table corresponding to the data type includes:
acquiring a data table template corresponding to each data type, and taking the data table template as a data table corresponding to the data type;
alternatively, the first and second electrodes may be,
for each data type, acquiring a plurality of field fields related to the data type from a field pool;
and combining the field fields to obtain a data table corresponding to the data type.
3. The method of claim 1, wherein the self-checking comprises single-table checking and multi-table transverse checking;
the single table check is used for checking the data information which is input into the data table;
and the multi-table transverse checking is used for checking the data relationship between the data information which is already recorded in the data table and the data information which is already recorded in other data tables in the data recording template.
4. The method of claim 1, further comprising:
configuring one or more of filling format, necessary input and sample data corresponding to each field in each data table;
the filling format is used for describing a value range, a data format or an entry description of field information corresponding to the field;
the necessary character is used for describing the necessity of inputting the field information corresponding to the field of the field;
the example data is used for reference when a user enters field information corresponding to the field.
5. A data entry template generated according to the method of claim 1, wherein the data entry template comprises a plurality of data tables, each data table being used for a user to enter data information for each data type in a target service category;
each data table comprises a data checking component and a plurality of field fields;
each field is used for indicating a user to input field information contained in the data information;
the data checking component is used for self-checking the data information which is recorded in the data table and feeding back a checking result.
6. The data entry template of claim 5, wherein each said data table further comprises one or more of a fill format, a required transmission and example data corresponding to each said field.
7. A data entry method, comprising:
obtaining a data entry template as claimed in claim 5 or 6, the data entry template comprising a plurality of data tables;
acquiring data information of each data type in the target service classification input by the user based on the plurality of data tables;
responding to preset operation of a user on the data checking components in the data tables, performing self-checking on the data information which is already input in the data tables, and feeding back a checking result.
8. A template generation apparatus, comprising:
the data type determining module is used for determining a plurality of data types corresponding to the data information to be input in the target service classification;
the data table acquisition module is used for acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type;
the data checking component configuration module is used for configuring a corresponding data checking component for each data table, and the data checking component is used for performing self-checking on the data information which is input into the data table and feeding back a checking result;
and the data entry template generation module is used for generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types.
9. A data entry device, comprising:
a data entry template acquisition module for acquiring a data entry template as claimed in claim 5 or 6, said data entry template comprising a plurality of data tables;
the data information acquisition module is used for acquiring data information of each data type in the target service classification input by the user based on the plurality of data tables;
and the self-checking and checking module is used for responding to preset operation of a user on the data checking components in the data tables, performing self-checking on the data information which is already input in the data tables, and feeding back a checking result.
10. An electronic device, comprising a processor and a memory, wherein at least one instruction or at least one program is stored in the memory, and the at least one instruction or the at least one program is loaded by the processor and executed to implement the template generation method according to any one of claims 1 to 4.
11. A computer-readable storage medium, wherein at least one instruction or at least one program is stored in the computer-readable storage medium, and the at least one instruction or the at least one program is loaded and executed by a processor to implement the template generation method according to any one of claims 1 to 4.
12. A computer program product comprising computer program/instructions, characterized in that the computer program/instructions, when executed by a processor, implement the steps of the template generation method according to any of claims 1-4.
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