CN114330265A - Typical case generation method and typical case template configuration method for asset evaluation - Google Patents

Typical case generation method and typical case template configuration method for asset evaluation Download PDF

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CN114330265A
CN114330265A CN202011219438.0A CN202011219438A CN114330265A CN 114330265 A CN114330265 A CN 114330265A CN 202011219438 A CN202011219438 A CN 202011219438A CN 114330265 A CN114330265 A CN 114330265A
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typical case
template
data
evaluation
configuration
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CN202011219438.0A
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李秀荣
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Xiamen Yunzhong Lian Technology Co ltd
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Xiamen Yunzhong Lian Technology Co ltd
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Abstract

The application provides a typical case generation method and a typical case template configuration method for asset evaluation, which comprise the following steps: determining a typical case template, wherein the typical case template comprises a typical case table manuscript and a key value, a check relation and/or a formula which are associated with the typical case table manuscript; obtaining typical case evaluation data, wherein the evaluation data is matched with key values in the typical case template; and generating system data by using the checking relation and/or formula in the typical case template according to the evaluation data, and filling the evaluation data and/or the system data into a typical case table manuscript in the typical case template to generate a typical case table.

Description

Typical case generation method and typical case template configuration method for asset evaluation
Technical Field
The application relates to the field of asset evaluation, in particular to a typical case generation method and a typical case template configuration method for asset evaluation.
Background
Currently, in the existing technical solution of asset assessment practice, the typical case in practice is realized by EXCEL table. The general evaluators directly measure and calculate in the EXCEL template, and when other table data is needed or a plurality of typical cases are created, the checking relationship needs to be manually constructed or the pasting data is directly copied.
At present, in the existing asset assessment software technical scheme, a set of calculation schemes with relatively fixed formulas are generally directly provided for a user to call, or a mode of combining with the traditional EXCEL is provided. And (4) completing typical case measurement and calculation under an on-line state and uploading the typical case measurement and calculation to a system, reading a final result by the system and back-filling the result into a corresponding result summary table.
The existing asset evaluation scheme has the problem that the audit relationship needs to be manually constructed. This problem can result in a large manual effort and is prone to errors. Meanwhile, a large amount of data pasting work is needed, so that the problem of data inconsistency is easily caused.
The existing asset assessment scheme also has the problem of insufficient flexibility and cannot meet the requirement of asset assessment project change. Meanwhile, the existing scheme generally does not support the mass generation of data in a typical case, and the working efficiency is influenced.
Disclosure of Invention
Based on this, the application provides a configuration method of a typical case template, which comprises the following steps: calling a configuration interface, wherein the configuration interface comprises a table; and completing typical case template configuration in response to user operation, wherein the typical case template comprises a typical case table manuscript, and the typical case template configuration comprises cell content configuration, inter-cell collusion relation configuration and/or in-cell formula configuration of the typical case table manuscript.
The application also provides a typical case generation method for asset assessment, which comprises the following steps: determining a typical case template, wherein the typical case template comprises a typical case table manuscript and a key value, a check relation and/or a formula which are associated with the typical case table manuscript; obtaining typical case evaluation data, wherein the evaluation data is matched with key values in the typical case template; and generating system data by using the checking relation and/or formula in the typical case template according to the evaluation data, and filling the evaluation data and/or the system data into a typical case table manuscript in the typical case template to generate a typical case table.
Further, the typical case template may further include a report manuscript, and the typical case generating method may further include: and generating an asset evaluation report according to the typical case table and the report manuscript.
The present application also provides a typical case generation apparatus for asset assessment, comprising: the typical case template determining unit is used for determining a typical case template, and the typical case template comprises a typical case table manuscript and key values, audit relations and/or formulas related to the typical case table manuscript; an evaluation data acquisition unit for acquiring evaluation data; and the typical case generating unit generates system data by using the typical case template according to the evaluation data, and fills the evaluation data and/or the system data into a typical case table manuscript in the typical case template to generate a typical case table.
By using the typical case generation method, the typical case template configuration method and the typical case generation device for asset evaluation, system data can be generated according to evaluation data from users by determining a proper typical case template and through key values, audit relations and formulas in the typical case template, manuscript data is perfected, and a typical case table is further generated.
By using the method, the audit relationship can be automatically constructed, and the data required by the target typical case can be captured or generated. Compared with a manual mode, the mode has the advantages that the manual workload is small, and errors are not prone to occurring. The problem of data inconsistency can be avoided.
Meanwhile, the method is high in flexibility and can meet the requirement of asset assessment project change. The mode can also support the mass generation of data in a typical case, and the working efficiency can be improved.
Drawings
In order to more clearly illustrate the technical solutions in the embodiments of the present application, the drawings needed to be used in the description of the embodiments are briefly introduced below, and it is obvious that the drawings in the following description are only some embodiments of the present application, and it is obvious for those skilled in the art to obtain other drawings based on these drawings without exceeding the protection scope of the present application.
Fig. 1 shows a flow diagram of a method for configuring a typical case template according to an embodiment of the present application.
FIG. 2 shows a configuration interface diagram of the method of FIG. 1.
FIG. 3 is a schematic diagram of a cross-reference configuration interface of the method of FIG. 1.
Fig. 4 shows a schematic diagram of a typical case template editing interface in the method of fig. 1.
Fig. 5 shows a flowchart of an exemplary case generation method for asset valuation according to another embodiment of the present application.
Fig. 6 is a diagram illustrating an exemplary case template selection interface in the method of fig. 5.
Fig. 7 is a diagram illustrating an exemplary case template assignment interface in the method of fig. 5.
FIG. 8 shows a flow diagram of an online asset valuation method for an asset foundation of another embodiment of the present application.
Fig. 9 shows a schematic flow chart of a method for generating a typical case according to another embodiment of the present application.
FIG. 10 is a schematic diagram showing the components of an exemplary case template configuration apparatus for online asset assessment of an asset infrastructure according to another embodiment of the present application.
Fig. 11 is a schematic diagram showing the components of an exemplary case generation apparatus for asset evaluation according to another embodiment of the present application.
FIG. 12 shows a block diagram of an electronic device according to an example embodiment.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are some, but not all, embodiments of the present application. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.
In asset valuation, a typical case may be a valuation process performed on a typical evaluation object. In the asset evaluation process, the number of general evaluation objects is large. Therefore, it is generally difficult to measure each evaluation object in detail in the evaluation practice. At least one representative case may be determined. The evaluation object may be classified. A typical evaluation object can be determined in a specified category, and detailed evaluation can be performed on the typical evaluation object. The other evaluation objects in the category are simply evaluated by taking the typical evaluation object as an example. The measurement and calculation process of the typical evaluation object is a typical case in asset evaluation.
Fig. 1 shows a flow diagram of a method for configuring a typical case template according to an embodiment of the present application. FIG. 2 shows a configuration interface diagram of the method of FIG. 1.
Alternatively, the typical case template may be a template for generating typical cases. Alternatively, a typical case template may be used for an asset assessment project. Optionally, one evaluation object may be included in the asset evaluation project, or a plurality of evaluation objects may be included. Alternatively, at least one type of evaluation object may be included in the plurality of evaluation objects. Wherein the evaluation objects in each class of evaluation objects may be similar. Such as: one type of evaluation object can be all buildings or all automobiles and the like. A representative one can be selected in each type of evaluation object, and the representative evaluation object can be evaluated using a representative case to generate a representative case. Wherein the typical case may include at least one of an evaluation process and an evaluation result of the typical evaluation object.
As shown in fig. 1, a configuration interface may be invoked in S110. FIG. 2 is a schematic diagram of a configuration interface. As shown in FIG. 2, the configuration interface may include at least one table. Optionally, the at least one form may include a typical case form draft, an input form for inputting evaluation data, or other forms.
As shown in FIG. 2, one table may be included for the same asset evaluation project, or two or more tables may be included. As shown in the example embodiment shown in fig. 2, the name (tag) 3 of the current form is "hypothetical development (questionnaire)". The current asset evaluation project can also comprise a plurality of tables such as an attached table-income method, a sales income table, a land value-added tax calculation table and the like.
As shown in fig. 2, the current table may include text, data, and key values. Where 1 is the key value "{ { apTargetName } }" occupying cell B3 (the cell at column B, row 3) and the key value "{ { building } }" occupying cell F3. The key value "{ { apTargetName } }" may include an identifier "{" and an identifier "} } and a character string" apTargetName "between the identifier" { "and the identifier" } } as shown in the example embodiment. Wherein the identifier "{" and identifier "} }" may be used to identify the information as a key. Alternatively, other information representing the identification key value may be selected. The string "apTargetName" may represent a key-value name. Alternatively, the character string used to represent the key-value name may include letters, numbers, and other symbols.
Alternatively, key values may be used to refer to more important information in an asset assessment project. Alternatively, key values may be used to refer to general information in an asset assessment project. For example, a key value "{ { apTargetName } }" may be used to refer to a business name, a key value "{ { building } }" may be used to refer to an asset evaluation item name, a key value "{ { assessdate } }" may be used to refer to an evaluation reference day, and a key value "{ { constrainduedete } }" may be used to refer to an expected completion date. The information is basic information of a general asset assessment project and is also basic information of a current asset assessment project. This exists in most tables for the current asset assessment project. The key values can be filled into the preset cells of the preset form of the current asset assessment item, so that the system can automatically fill the information into the preset cells of the preset form according to the information corresponding to the key values in the current asset assessment item. Alternatively, the key value in practical application may not be limited to the above-mentioned example. Alternatively, the key value can be freely created according to the user's needs.
Alternatively, the key value can be used for indexing data in the table. Key values can be used to describe the association between the data in the table and the data in/out of the table, typical case templates.
As shown in fig. 1, in S120, the configuration of the typical case template may be completed according to the necessary response of the user' S operation. Typical case template configurations may include cell content configurations, inter-cell collusion relationships configurations, and/or intra-cell formula configurations of the aforementioned tables.
As shown in fig. 2, the cell content configuration may include configuration text and an insertion key. The key value can be used for locating a content area needing to be generated and can be used for data generation. When a typical case is generated by using the typical case template, information referred by a key value can be inserted into a space where the key value is located. The text and the key value may be associated with each other. Alternatively, a key value may be selected from a preset key-value store and inserted into the target cell. The key value library can store common key values and can store key value related audit relations.
Optionally, the audit relationship may include audit relationships between data in the table, and may also include audit relationships between data across the table. Optionally, the checking relationship may also include an association relationship between data in the preset cell and the key value. As shown in fig. 2, 2 is an example of a check relationship in a table. 3 is the tab column inside the typical case for switching tables. The expression of the checking relationship can be the operation relationship defined by the expression, and can also indicate the operation action through the text. As shown in the exemplary embodiment, the "attached form-avails method!displayed in collusion 2 in cell G19! H20 "may indicate that the contents in the current table (hypothetical development (questionnaire)) cell G19 are consistent with cell H20 in the table" enclosed tables-revenue method ". Wherein "! "may be used to indicate the spacing of the table name from the cell coordinates. Alternatively, other symbols may be used to indicate the spacing between the two.
Optionally, the audit relationship may be configured in an external form document, or may enter an audit relationship configuration interface to configure the audit relationship.
FIG. 3 is a schematic diagram of a cross-reference configuration interface of the method of FIG. 1.
As shown in FIG. 3, the interface may include at least one cross-hair configuration table. As shown in the exemplary embodiment, each row in the table may represent a collusion relationship. Alternatively, each row may include a "key name", a "key number", an "associated field", and an "operation". Optionally, the audit relationship may indicate that the key value denoted by the "key value name" and the "key value number" is calculated by the calculation method specified by the "operation" to obtain the data denoted by the "association field". Optionally, the manner of configuring the checking relationship through the external table is similar to the manner of configuring the interface configuration relationship by using the checking relationship.
As shown in the example embodiment, "═ can be entered in cell G19 of the current table (assuming open-ended (questionnaire)). At this time, a menu may pop up near cell G19, which may include a plurality of tables to be selected. Optionally, the candidate table may include the current table, and may also include other tables for the current asset assessment project. For example, the form "attached form-revenue method" may be selected. Alternatively, the character string "attached table-income method" may be directly input after "═ to establish the table where the associated data in the audit relationship is located. Alternatively, the table may be determined in other ways.
Alternatively, cell H20 associated with cell G19 of the current table may be selected in the table "attached Table-benefits method" to complete the audit trail establishment of current table cell G19. Alternatively, the cell may be selected from a list of cells included in the table "attached table-revenue method", or the cell may be selected from a table schematic diagram of the table "attached table-revenue method", or after the "attached table-revenue method" is performed in the cell G19 of the current table, the coordinates of the cell, such as "H20", are directly and manually input, so that the check relation establishment of the current table cell G19 is completed. Alternatively, other data associated with the preset cells in the current table may be selected in other manners to establish the audit relationship.
Optionally, the in-cell formula configuration may be used to configure an operation relationship between data in a preset cell and other data in the current table. The other data may include other data of the current table, and may also include other data of different tables. Alternatively, the formula may be configured in an import external form file, or the formula may be edited in a configuration interface. Optionally, the formula configuration in the cell is similar to the colluding relationship configuration, and details are not repeated here.
Alternatively, a new key value may be created. Optionally, a related colluding relationship and formula may be created for the new key value to associate it with the system data field. Optionally, the association relationship between the new key and the template tag may also be created or edited. Alternatively, the newly created key value may be stored in a key-value store.
Fig. 4 shows a schematic diagram of a typical case template editing interface in the method of fig. 1.
Optionally, the attributes of a typical case template may also be configured. Alternatively, the properties of the typical case template may be edited using a typical case template editing interface. As shown in the example embodiment shown in fig. 4, the attributes may include a template name, a template number, a template classification, and an upper stage to which it belongs. The exemplary case template editing interface may also include an "upload files" button for uploading configuration files for the exemplary case template, as shown in the exemplary embodiment. Optionally, the exemplary case template editing interface may also include a "template specification" input box. Alternatively, the typical case attributes may be used as a basis for automatically selecting a typical case template.
Optionally, the flexibly configured typical cases can be associated with the typical case template, so that the typical case template can be automatically selected according to the association relationship in practical application. The typical case can be configured to be associated with at least one of the declaration form and the operation analysis form, and a user can quickly finish determining the template required to be selected according to the association relation in practical application.
Fig. 5 shows a flowchart of an exemplary case generation method for asset valuation according to another embodiment of the present application.
Alternatively, the typical case may include at least one of an evaluation result and an evaluation process by evaluating a typical evaluation object. The evaluation result may be a numerical value or a table. The evaluation process may include evaluating the generated intermediate data, and a calculation process in the evaluation. Alternatively, a typical case may be generated using a typical case template and evaluation data of a typical evaluation object.
Evaluation data may be acquired in S210. Alternatively, evaluation data of a typical evaluation target may be acquired. A set of data related to a typical evaluation object may be selected from preset evaluation items. Alternatively, the set of data may be one line of data or a plurality of lines of data in at least one table.
Alternatively, the evaluation data of a typical evaluation target may be prompted to the user through a corresponding interface or form. Or may be imported via a file. Alternatively, the evaluation data of the typical evaluation target may be prestored data.
Optionally, the exemplary case template may also include a table for collecting evaluation data. Alternatively, the form used to collect the evaluation data may be the same form as the typical case form manuscript. Optionally, the table for collecting evaluation data may include text and key values.
As shown in fig. 5, in S220, a typical case template may be determined. Alternatively, the typical case template may be stored in advance in the typical case template library. A user may select at least one typical case template in the library of typical case templates that is relevant to the asset assessment project. Alternatively, the typical case template may be selected in a typical case template selection interface.
Alternatively, a typical case template matching a typical evaluation object may be selected in a typical case template library. Alternatively, the representative case template may be automatically selected based on the attributes of the representative case template and the asset assessment project attributes. Alternatively, attributes of a typical case template may include name, application industry, stage of asset assessment and associated user, and the like. Wherein the associated user may be a personal user or an enterprise user.
Optionally, a new exemplary case template may be configured in S210, or the exemplary case template may be obtained by modifying an existing exemplary case template. The exemplary case template can be configured by the method shown in fig. 1, which is not described herein. The manner of modifying the typical case template may be similar to configuring the typical case template, and will not be described herein. Alternatively, the configured typical case templates and/or the modified typical case templates may be stored in a typical case template repository.
Alternatively, the typical case template may include a typical case form manuscript. The exemplary case form script may be a form that may include text, system data fields, and/or key values. The exemplary case template may also include audit relationships and formulas associated with the aforementioned key values and system data fields.
In S230, the system data can be generated using the audit relationships and formulas in the evaluation data and the typical case template. Alternatively, the system data and/or the key values may constitute the draft data. Optionally, the manuscript data can be filled in corresponding cells in the manuscript of the typical case table to complete the generation of the typical case table.
Optionally, S220 may also be disposed before S210, or may be executed synchronously with S210.
Optionally, in S210, the selection of the typical case template may be implemented through a typical case template selection interface. Fig. 6 is a diagram illustrating an exemplary case template selection interface in the method of fig. 5. As shown in fig. 6, the required data may be selected after acquiring the evaluation data. And clicking a 'typical case (template)' button, wherein the system can provide a list of alternative typical cases (templates) in a pull-down menu mode according to the selected data. One or more representative case templates can be selected. Wherein each selected representative case template may correspond to a representative case table. Optionally, each set of data selected by the user may correspond to a typical case template, and a typical case table may be generated correspondingly.
Alternatively, the evaluation data may comprise tabular data in the form of EXCEL. Alternatively, a standard import table may be provided by the system. The principal fills the form with data. And the evaluator refers to the system import function to import the evaluation data into the system. Alternatively, before generating the typical case table, one or more sets required for selecting the current typical case table may be determined in the plurality of sets of evaluation data, and the typical case template is selected correspondingly, so that the typical case table may be generated. .
When the system generates the typical case table, the system calls the corresponding typical case template configured in the typical case template library, uses the typical case for the asset evaluation item corresponding to the data of the component asset evaluation item such as the formula, the comical relation, the key value and the like configured in the typical case template, and can synchronously insert a plurality of typical case templates in the writing description page.
Alternatively, when generating the typical case table, the user-selected typical case template may be first queried from the typical case template library. Then, the typical case template and the key values, the colluding relations, the formulas and other contents configured in the template can be extracted to the user operation page. And a typical case table can be generated. Meanwhile, on one hand, the system can identify the key values and according to the preset incidence relation in the key values. And the evaluation data can be read from the statement table corresponding to the page shown in fig. 6. And the key value may be replaced with information associated with the key value in the evaluation data. On the other hand, the system can extract the manuscript of the typical case table in the Word form bound by the typical case template and add the manuscript to the typical case table generation page.
Alternatively, the template repository and the key-value repository may be stored in a server. Optionally, the server may be located in the cloud. Optionally, the user may access the server remotely to implement the aforementioned typical case template configuration method; or remotely accessing the server to implement the exemplary case generation method.
The sharing of the typical case and the template thereof among different organizations can be realized by constructing a typical case template library and opening the flexible configuration function of the typical case. Thereby meeting the requirements of technical communication and mutual assistance between mechanisms.
Alternatively, the typical case templates may be assigned to other institutions through a typical case template assignment interface provided by the system.
Fig. 7 is a diagram illustrating an exemplary case template assignment interface in the method of fig. 5.
As shown in fig. 7, a list of institutions to be selected may be provided in the selection box on the right side. The selected target mechanism can be selected from the mechanism to be selected list and added into the left selection box. The aforementioned exemplary case templates may be assigned to selected institutions. Alternatively, one or more representative case templates may be selected for the declaration and/or job analysis tables via fig. 7.
Optionally, the content in the typical case may be generated into a typical case report template. Alternatively, a typical case report template may be inserted in the evaluation report specification page.
FIG. 8 shows a flow diagram of an online asset valuation method for an asset foundation of another embodiment of the present application.
As shown in fig. 8, a plurality of assessment targets in a preset asset assessment project may be classified in S310. Each type of evaluation object can be an automobile, a factory building, a product, software and the like. One type of evaluation object may include one evaluation object, or may include more than one evaluation object. Such as: one class of evaluation objects may include a first evaluation object, a second evaluation object, … …, an nth evaluation object, where N is an integer greater than or equal to 2. In S310, a typical evaluation target may be determined in the class of evaluation targets, for example, a first evaluation target may be designated as a typical evaluation target.
As shown in fig. 8, in S320, a typical case can be generated by any one of the aforementioned generation methods. Evaluation data of the first evaluation target may be acquired. A representative case template can be determined from the first evaluation object. Typical cases can be generated from typical case templates and evaluation data. The typical case may include at least one of an evaluation result and an evaluation process of the first evaluation subject. The evaluation result may be result data or a table storing the result data. The evaluation process may include process data generated in the evaluation and may also include a calculation process generated in the evaluation.
As shown in fig. 8, in S330, evaluation data of the nth evaluation object may be acquired. Wherein the nth assessment object may be similar to the first assessment object. The nth evaluation object may be evaluated in the same manner as the first evaluation object. The evaluation data of the nth evaluation object may be compared with the evaluation data of the first evaluation object. And correcting the evaluation result of the first evaluation object according to the difference between the evaluation data of the Nth evaluation object and the evaluation data of the first evaluation object to obtain the evaluation result of the Nth evaluation object.
As shown in fig. 8, in S340, the evaluation result of the first evaluation target, the evaluation result of the second evaluation target, … …, and the evaluation result of the nth evaluation target may be aggregated. And an evaluation report of the preset project can be generated according to the summary result.
Fig. 9 shows a schematic flow chart of a method for generating a typical case according to another embodiment of the present application.
As shown in fig. 9, in S410, a preset typical case interface may be invoked. Wherein the exemplary case interface may include at least one table. Optionally, the form may include an input data form draft for acquiring evaluation data, and a form draft for generating typical cases.
As shown in fig. 9, in S420, an operation behavior of the user may be identified, where the operation behavior may include an operation on a desktop computer or an operation on a mobile terminal (such as a mobile phone and a pad). Alternatively, the user behavior may include user actions taken from other input devices. Optionally, the operation may include a user operation received on a local device, or may include a user operation received on a remote device in a distributed system.
As shown in fig. 9, in S430, data and a typical case template may be determined according to the user operation identified in S420. Wherein the typical case template can be matched with the typical case expected by the user. Optionally, the data may include some or all of the user-entered assessment data. Optionally, the data may also include data generated from the evaluation data. Optionally, in S430, a plurality of pieces (or groups) of data may be selected; and selecting a corresponding typical case template according to each piece (or group) of the selected data. Optionally, inserting a corresponding typical case template into the description page of the typical case may also be included in S430.
Optionally, the typical case template may include at least one of key values, collusion relationships, and formulas associated with the preset cells of the typical case template. Optionally, in S430, at least one of key values, audit relations and formulas may be configured in the selected exemplary case template.
As shown in fig. 9, in S440, a representative case matching the selected data can be constructed using the selected representative case template and the selected data. The representative case may optionally include a representative case table. The representative case optionally may also include an asset assessment report generated from at least one representative case table.
As shown in fig. 9, in S450, the generated typical cases and the typical case table may be stored in a preset typical case database. Alternatively, the representative case database may be stored locally in the electronic device or remotely in the electronic device.
FIG. 10 is a schematic diagram showing the components of an exemplary case template configuration apparatus for online asset assessment of an asset infrastructure according to another embodiment of the present application.
As shown in fig. 10, the apparatus 5000 may include: a human-computer interaction unit 51 and a configuration unit 52.
As shown in fig. 10, the human-computer interaction unit 51 may call the configuration interface shown in fig. 2. The human-computer interaction unit 51 may receive user operation information. Alternatively, as shown in FIG. 2, the configuration interface may include a typical case table.
As shown in fig. 10, the configuration unit 52 may configure the typical case template according to the user operation information. The configuration unit 52 may configure the cell contents of the typical case table. Configuration unit 52 may configure the cross-check relationship between the typical case table and other tables. The configuration unit 52 may also configure the formulas within the cells of the exemplary case table.
Fig. 11 is a schematic diagram showing the components of an exemplary case generation apparatus for asset evaluation according to another embodiment of the present application.
As shown in fig. 11, the apparatus 6000 may include a typical case template determining unit 610, an evaluation data acquiring unit 620, and a typical case generating unit 630.
Wherein the typical case template determining unit 610 may be used to determine the typical case template. Wherein the typical case template may include at least one form, which may include a typical case form draft. Optionally, the exemplary case template may also include key values, audit relationships, and/or formulas associated with the exemplary case table draft.
Alternatively, the exemplary case template determining unit 610 may include: at least one of a typical case template configuration module 611 and a typical case template selection module 612.
Optionally, the apparatus 6000 may include a typical case template repository 650 for storing at least one typical case template. Optionally, the typical case template selection module 612 may be used to select at least one typical case template from the typical case template library 650. Alternatively, the typical case template selecting module 612 may select at least one typical case template from the typical case template library 650 according to the user's manipulation.
Optionally, the exemplary case template selecting module 612 may also automatically select at least one exemplary case template according to the attributes of at least one exemplary case template in the exemplary case template library. Optionally, the attributes of the exemplary case template may include the user, industry, asset assessment project staging, etc. associated with the exemplary case template. Wherein the user may be a personal user or an enterprise user. The enterprise user may include an organization that performs asset valuations and may also include the enterprise being evaluated.
Further, the example case template selection module 612 may select at least one example case template in the example case template library 650 based on matching of the attributes of the example case template to the asset assessment item attributes. Wherein the property of the property assessment item can comprise an assessment organization, an assessed enterprise, an industry of the enterprise, a progress stage of the property assessment item, and the like of the property assessment item.
Optionally, a typical case template configuration module 611 may be used to configure the typical case template according to user operations. Optionally configuring the representative case template may include configuring a new representative case template. Modification based on the old typical case template to form a new typical case template may also be included. Alternatively, the typical case templates configured and generated by the typical case template configuration module 611 may be stored in the typical case template repository 650.
Optionally, the exemplary case template configuration module 611 can include at least one of a key value insertion component 6111, a formula configuration component 6112, and a collusion relationship configuration component 6113. Optionally, the apparatus 6000 may include a key-value store 660. The key-value store 660 may be configured to store at least one key value. Optionally, the key value library 660 may also store a check relationship or formula associated with at least one key value.
Optionally, the key-value insertion component 6111 may be configured to select a key value from the key-value store 660 according to a user operation. Optionally, the key-value insertion component 6111 may also be used to create key values. Further, a key-value insertion component 6111 may be used to store the created key-value into the key-value store 660. Optionally, the formula configuration component 6112 and the colluding relationship configuration component 6113 may configure the related formula and colluding relationship for the key value, respectively. The formula configuration component 6112 and the colluding relationship configuration component 6113 may configure a related formula and a colluding relationship for an old key value, or configure a related formula and a colluding relationship for a newly created key value. The formula configuration component 6112 and the checking relationship configuration component 6113 may configure a formula and a checking relationship related to a key value in a typical case template, or configure a formula and a checking relationship related to a key value in a key value library.
As shown in fig. 11, the evaluation data acquisition unit 620 may be used to acquire evaluation data. Where the evaluation data is the necessary data needed to generate a typical case form. Alternatively, the evaluation data may correspond to key values in a typical case template. Alternatively, the evaluation data may be obtained from key values in a typical case template. Further, the user may be prompted to enter evaluation data according to key values in the exemplary case template. Alternatively, the evaluation data may be acquired by a file import manner.
As shown in fig. 11, the typical case generating unit 630 may generate a typical case table using the typical case template based on the evaluation data. Alternatively, the typical case generating unit 630 may import information corresponding to a key value according to the key value in the typical case template. And system data can be generated from the evaluation data through the checking relation and the formula. Optionally, the exemplary case generation unit 630 may also complete the generation of the exemplary case form by filling the evaluation data and/or into corresponding cells of the exemplary case form manuscript.
As shown in fig. 11, the apparatus 6000 may further include a report generating unit 640. Alternatively, a typical case template may include a report script. Optionally, the data in the typical case form is imported into a report script to generate a standard asset assessment report.
FIG. 12 shows a block diagram of an electronic device according to an example embodiment.
An electronic device 200 according to this embodiment of the present application is described below with reference to fig. 12. The electronic device 200 shown in fig. 12 is only an example, and should not bring any limitation to the functions and the scope of use of the embodiments of the present application.
As shown in fig. 12, the electronic device 200 is embodied in the form of a general purpose computing device. The components of the electronic device 200 may include, but are not limited to: at least one processing unit 210, at least one memory unit 220, a bus 230 connecting different system components (including the memory unit 220 and the processing unit 210), a display unit 240, and the like.
Wherein the storage unit stores program code executable by the processing unit 210 to cause the processing unit 210 to perform the methods according to various exemplary embodiments of the present application described herein. For example, the processing unit 210 may perform the method as shown in any of fig. 1-7, and may also perform the method as shown in any of fig. 4-6.
The memory unit 220 may include readable media in the form of volatile memory units, such as a random access memory unit (RAM)2201 and/or a cache memory unit 2202, and may further include a read only memory unit (ROM) 2203.
The storage unit 220 may also include a program/utility 2204 having a set (at least one) of program modules 2205, such program modules 2205 including, but not limited to: an operating system, one or more application programs, other program modules, and program data, each of which, or some combination thereof, may comprise an implementation of a network environment.
Bus 230 may be one or more of several types of bus structures, including a memory unit bus or memory unit controller, a peripheral bus, an accelerated graphics port, a processing unit, or a local bus using any of a variety of bus architectures.
The electronic device 200 may also communicate with one or more external devices 300 (e.g., keyboard, pointing device, bluetooth device, etc.), with one or more devices that enable a user to interact with the electronic device 200, and/or with any devices (e.g., router, modem, etc.) that enable the electronic device 200 to communicate with one or more other computing devices. Such communication may occur via an input/output (I/O) interface 250. Also, the electronic device 200 may communicate with one or more networks (e.g., a Local Area Network (LAN), a Wide Area Network (WAN), and/or a public network such as the Internet) via the network adapter 260. The network adapter 260 may communicate with other modules of the electronic device 200 via the bus 230. It should be appreciated that although not shown in the figures, other hardware and/or software modules may be used in conjunction with the electronic device 200, including but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data backup storage systems, among others.
By using the typical case generation method, the typical case template configuration method and the typical case generation device for asset evaluation, system data can be generated according to evaluation data from users by determining a proper typical case template and through key values, audit relations and formulas in the typical case template, manuscript data is perfected, and a typical case table is further generated.
By using the method, the audit relationship can be automatically constructed, and the data required by the target typical case can be captured or generated. Compared with a manual mode, the mode has the advantages that the manual workload is small, and errors are not prone to occurring. The problem of data inconsistency can be avoided.
Meanwhile, the method is high in flexibility and can meet the requirement of asset assessment project change. The mode can also support the mass generation of data in a typical case, and the working efficiency can be improved.
As will be appreciated by one skilled in the art, aspects of the present application may be embodied as a system, method or computer program product. Accordingly, this application may take the form of an entirely hardware embodiment, an entirely software embodiment (including firmware, resident software, micro-code, etc.) or an embodiment combining software and hardware aspects that may all generally be referred to as a "circuit," module "or" system. Furthermore, the present application may take the form of a computer program product embodied in any tangible expression medium having computer-usable program code embodied in the medium.
The present application is described with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems) and computer program products according to embodiments of the application. It will be understood that each block of the flowchart illustrations and/or block diagrams, and combinations of blocks in the flowchart illustrations and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create means for implementing the functions/acts specified in the flowchart and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer-readable medium that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable medium produce an article of manufacture including instruction means which implement the function/act specified in the flowchart and/or block diagram block or blocks.
The computer program instructions may also be loaded onto a computer or other programmable data processing apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide processes for implementing the functions/acts specified in the flowchart and/or block diagram block or blocks.
The flowchart and block diagrams in the figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods and computer program products according to various embodiments of the present application. In this regard, each block in the flowchart or block diagrams may represent a module, segment, or portion of code, which comprises one or more executable instructions for implementing the specified logical function(s). It should also be noted that, in some alternative implementations, the functions noted in the block may occur out of the order noted in the figures. For example, two blocks shown in succession may, in fact, be executed substantially concurrently, or the blocks may sometimes be executed in the reverse order, depending upon the functionality involved. It will also be noted that each block of the block diagrams and/or flowchart illustration, and combinations of blocks in the block diagrams and/or flowchart illustration, can be implemented by special purpose hardware-based systems which perform the specified functions or acts, or combinations of special purpose hardware and computer instructions.
In the foregoing embodiments, the descriptions of the respective embodiments have respective emphasis, and for parts that are not described in detail in a certain embodiment, reference may be made to related descriptions of other embodiments. The technical features of the embodiments may be arbitrarily combined, and for the sake of brevity, all possible combinations of the technical features in the embodiments are not described, but should be considered as the scope of the present specification as long as there is no contradiction between the combinations of the technical features.
The foregoing detailed description of the embodiments of the present application has been presented to illustrate the principles and implementations of the present application, and the description of the embodiments is only intended to facilitate the understanding of the methods and their core concepts of the present application. Meanwhile, a person skilled in the art should, according to the idea of the present application, change or modify the embodiments and applications of the present application based on the scope of the present application. In view of the above, the description should not be taken as limiting the application.

Claims (24)

1. A method for configuring a representative case template for an online asset assessment of an asset infrastructure, comprising:
calling a configuration interface, wherein the configuration interface comprises a typical case table;
and responding to user operation to complete typical case template configuration, wherein the typical case template configuration comprises configuration of cell contents of the typical case table, configuration of inter-cell collusion relations of the typical case table and/or configuration of in-cell formulas.
2. The configuration method of claim 1, wherein configuring the cell content comprises:
and inserting a key value in the configuration interface to position a content area needing to be generated, wherein the key value is matched with the data to be input.
3. The configuration method of claim 2, wherein the inserting a key value into the configuration interface comprises:
and selecting an appropriate key value from a key value library to be inserted into a blank cell of the typical case table, wherein the blank cell needs to be linked with external data, so that the generation of the data in the typical case is realized.
4. The configuration method according to claim 2,
the key is created in advance in a typical case key repository and is associated with system data fields and/or template tags.
5. The method of claim 1, wherein configuring the inter-cell collusion relationships of the typical case-table comprises:
importing a checking relation configured in an external form file; and/or
And editing the checking relationship on the configuration interface.
6. The configuration method of claim 1, wherein configuring the in-cell formula of the typical case table comprises:
importing a formula configured in an external form file; and/or
And editing the formula on a configuration interface.
7. The configuration method according to claim 1, further comprising:
and associating the typical case template with the declaration table and/or the operation analysis table, so that the user can quickly position the typical case template required to be selected according to the association relation when generating the typical case.
8. The configuration method according to claim 1, further comprising:
and sharing the typical case template to a third party.
9. A method for generating a representative case for an online asset assessment of an asset infrastructure, comprising:
determining evaluation data;
selecting a typical case template, wherein the typical case template comprises a typical case table and key values, check relations and/or formulas associated with the typical case table;
and generating the typical case corresponding to the evaluation data according to the key values, the colluding relations and/or the formulas configured in the typical case template.
10. The generation method according to claim 9,
the evaluation data comprises one or more rows in a data table;
the selecting a typical case template includes: a corresponding representative case template is selected for each of the one or more rows.
11. The generation method according to claim 9, further comprising:
pre-configuring the typical case template;
and storing the typical case template in a typical case template library.
12. The generation method of claim 9, wherein the selecting a typical case template comprises:
and selecting the typical case template from a typical case template library.
13. The method of generating as claimed in claim 12, wherein after selecting the representative case template from a representative case template library, further comprising:
modifying the typical case template;
the modified typical case template is saved.
14. The generation method of claim 9, wherein the selecting a typical case template comprises:
and automatically determining a corresponding typical case template according to the evaluation data attributes.
15. The generation method according to claim 9, further comprising:
and generating the content of the typical case into a typical case report template.
16. The generation method according to claim 9, further comprising:
inserting the typical case report template in an evaluation report specification page.
17. An on-line asset assessment method for an asset foundation method,
generating a typical case using the generation method of any one of claims 9-16;
and evaluating the target evaluation object on the basis of the typical case.
18. An apparatus for configuring a representative case template for an online asset evaluation of an asset infrastructure, comprising:
the human-computer interaction unit is used for calling the configuration interface and receiving user operation information;
and the configuration unit is used for configuring a typical case template according to the user operation information, wherein the typical case template configuration comprises the configuration of the cell content of the typical case table, the configuration of the inter-cell collusion relationship of the typical case table and/or the configuration of an in-cell formula.
19. An exemplary case generation apparatus for asset evaluation, comprising:
the typical case template determining unit is used for determining a typical case template, and the typical case template comprises a typical case table manuscript and key values, audit relations and/or formulas related to the typical case table manuscript;
an evaluation data acquisition unit for acquiring evaluation data;
and the typical case generating unit generates system data by using the typical case template according to the evaluation data, and fills the evaluation data and/or the system data into a typical case table manuscript in the typical case template to generate a typical case table.
20. A method for generating a representative case, comprising:
calling a typical case generation interface, wherein the typical case generation interface comprises a data table;
identifying the operation behavior of a user;
determining evaluation data and a typical case template according to the operation behavior of a user;
constructing a typical case corresponding to the evaluation data according to the typical case template;
storing the typical case in a typical case database.
21. The method of claim 20, wherein the user's operational behavior comprises:
checking a plurality of pieces of data or one piece of data;
a corresponding representative case template is selected for each piece of data.
22. The method as claimed in claim 20, wherein the typical case template is configured with formulas and/or audit relationships and/or key values.
23. An electronic device comprising a processor and a memory, and a program executable by the processor stored in the memory, the program, when executed, causing the processor to perform the configuration method of any one of claims 1-8, or
The processor performs the generation method of any one of claims 9 to 16 when the program is executed, or
When the program is executed, the processor performs the line asset evaluation method of claim 17, or
When the program is executed, the processor performs the method for generating a representative case of any one of claims 20 to 22.
24. A storage medium storing a program executable by a processor, the processor performing the configuration method of any one of claims 1 to 8, or
The processor performs the generation method of any one of claims 9 to 16 when the program is executed, or
When the program is executed, the processor performs the line asset evaluation method of claim 17, or
When the program is executed, the processor performs the method for generating a representative case of any one of claims 20 to 22.
CN202011219438.0A 2020-11-04 2020-11-04 Typical case generation method and typical case template configuration method for asset evaluation Pending CN114330265A (en)

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