CN114548066A - Contract management method, system, equipment and storage medium - Google Patents
Contract management method, system, equipment and storage medium Download PDFInfo
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- CN114548066A CN114548066A CN202210019880.1A CN202210019880A CN114548066A CN 114548066 A CN114548066 A CN 114548066A CN 202210019880 A CN202210019880 A CN 202210019880A CN 114548066 A CN114548066 A CN 114548066A
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- 238000007726 management method Methods 0.000 title claims abstract description 56
- 238000013507 mapping Methods 0.000 claims abstract description 55
- 238000005457 optimization Methods 0.000 claims description 9
- 238000004590 computer program Methods 0.000 claims description 6
- 238000001514 detection method Methods 0.000 claims description 3
- 238000010606 normalization Methods 0.000 abstract description 3
- 238000000034 method Methods 0.000 description 7
- 230000006870 function Effects 0.000 description 5
- 238000010586 diagram Methods 0.000 description 4
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- G—PHYSICS
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- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/186—Templates
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/10—File systems; File servers
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- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/23—Updating
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- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/25—Integrating or interfacing systems involving database management systems
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- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
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Abstract
The invention discloses a contract management method, a contract management system, contract management equipment and a contract management storage medium, and relates to the technical field of electronic commerce. The contract management method comprises the following steps: acquiring client information and contract types; generating a contract template according to the client information and the contract type; calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template, and generating a to-be-signed contract; and updating the contract state according to the countersign information. The invention can generate the contract template and the contract to be signed according to the client information and the contract type uploaded by the user and the client information mapping table stored in the database so as to ensure the normalization of the contract information and improve the efficiency of contract drafting.
Description
Technical Field
The present invention relates to the field of electronic commerce technologies, and in particular, to a contract management method, system, device, and storage medium.
Background
With the enhancement of the economic level and the scientific and technological strength of China, the information technology is gradually popularized in various industries, and the development of the country and the society in the aspect is more and more emphasized. The application of information technology in economic management has become a trend of enterprise management, which can promote the further development of enterprises while improving the economic management level of the enterprises. The internal management of enterprises does not leave an informatization management platform, and the management of each large enterprise on contracts also tends to be informatization and systematization.
A Customer Relationship Management (CRM) system can provide the uploading and management functions of the contracts, but the existing CRM system is limited in functions, different service scenes cannot be intelligently matched according to customer information, and the normalization of the contract information is difficult to guarantee.
Disclosure of Invention
The invention aims to provide a contract management method, a contract management system, contract management equipment and a contract management storage medium, so as to solve the problems of complex contract drafting and low efficiency.
To achieve the above object, an embodiment of the present invention provides a contract management method, including:
acquiring client information and contract types;
generating a contract template according to the client information and the contract type;
calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template, and generating a to-be-signed contract;
and updating the contract state according to the countersign information.
Preferably, the invoking a customer information mapping table from the database according to the customer information, filling the customer data into the contract template, and generating the to-be-signed contract includes:
and when detecting that the database does not have a customer information mapping table corresponding to the customer information, establishing a customer information mapping table according to the customer information.
Preferably, the invoking a customer information mapping table from the database according to the customer information, filling the customer data into the contract template, and generating the to-be-signed contract includes:
calling a customer information mapping table to a database according to the customer information, and analyzing whether data stored in the customer information mapping table is consistent with the customer information or not;
and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
Preferably, the contract management method further includes querying a corresponding contract to be signed according to the endorsement information, and checking whether contract information is tampered;
and when the contract information is checked to be tampered, generating warning information.
An embodiment of the present invention further provides a contract management system, including:
the basic information acquisition module is used for acquiring the client information and the contract type;
the template generating module is used for generating a contract template according to the client information and the contract type;
the template optimization module is used for calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template and generating a to-be-signed contract;
and the state updating module is used for updating the contract state according to the endorsement information.
Preferably, the template optimization module is further configured to, when it is detected that there is no client information mapping table corresponding to the client information in the database, create a client information mapping table according to the client information.
Preferably, the template optimization module is further configured to invoke a customer information mapping table to a database according to the customer information, and analyze whether data stored in the customer information mapping table is consistent with the customer information; and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
Preferably, the contract management system further includes a detection module, configured to query, according to the endorsement information, a corresponding contract to be signed, and check whether the contract information is tampered; and when the contract information is checked to be tampered, generating warning information.
The embodiment of the invention also provides computer terminal equipment which comprises one or more processors and a memory. A memory coupled to the processor for storing one or more programs; when executed by the one or more processors, cause the one or more processors to implement the contract management method of any of the embodiments described above.
An embodiment of the present invention further provides a computer-readable storage medium, on which a computer program is stored, where the computer program, when executed by a processor, implements the contract management method according to any of the above embodiments.
In the contract management method of the embodiment of the present invention,
compared with the prior art, the invention has the following beneficial effects:
the invention provides a contract management method, which comprises the following steps: acquiring client information and contract types; generating a contract template according to the client information and the contract type; calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template, and generating a to-be-signed contract; and updating the contract state according to the countersign information. The invention can generate the contract template and the contract to be signed according to the client information and the contract type uploaded by the user and the client information mapping table stored in the database so as to ensure the normalization of the contract information and improve the efficiency of contract drafting.
Drawings
In order to more clearly illustrate the technical solution of the present invention, the drawings needed to be used in the embodiments will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and it is obvious for those skilled in the art that other drawings can be obtained according to the drawings without creative efforts.
FIG. 1 is a schematic flow chart diagram of a contract management method according to an embodiment of the invention;
FIG. 2 is a schematic structural diagram of a contract management system according to an embodiment of the present invention;
fig. 3 is a schematic structural diagram of a computer terminal device according to an embodiment of the present invention.
Detailed Description
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 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 invention.
It should be understood that the step numbers used herein are only for convenience of description and are not used as limitations on the order in which the steps are performed.
It is to be understood that the terminology used in the description of the invention herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the invention. As used in the specification of the present invention and the appended claims, the singular forms "a," "an," and "the" are intended to include the plural forms as well, unless the context clearly indicates otherwise.
The terms "comprises" and "comprising" indicate the presence of the described features, integers, steps, operations, elements, and/or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, and/or groups thereof.
The term "and/or" refers to and includes any and all possible combinations of one or more of the associated listed items.
Referring to fig. 1, fig. 1 is a schematic flow chart of a contract management method according to an embodiment of the invention. In the embodiment of the invention, the contract management method comprises the following steps:
s110, acquiring client information and contract types;
s120, generating a contract template according to the client information and the contract type;
s130, calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template, and generating a to-be-signed contract;
and S140, updating the contract state according to the endorsement information.
In the contract management method executed in one embodiment of the present invention, after obtaining the customer information and the contract type uploaded by the user, the obtained customer information includes a customer name and a customer contact, and the contract type includes purchase intention information of a product a; generating a purchase contract template of the product according to the name of the customer, the contact person of the customer and the purchase intention information of the product A; further, in order to perfect contract information, a customer information mapping table is called to the database, and information possibly related to contract registration, such as a customer name, a customer contact, a unified social credit code, an organization code, an enterprise type, an account number for opening an account, and the like, is stored in the customer information mapping table. The pending contracts may be converted to PDF format for the user to print the generated contracts.
After the user prints the contract to be signed converted into the PDF format, the contract is sent to the first party and the second party to sign and seal, the signed and sealed contract needs to be scanned and stored as the receipt information, and the contract state is updated to be the completion state.
When special situations are encountered and the contract needs special treatment (generally, a termination contract), a special contract is additionally signed as an additional contract of the main contract. In all processes of the contract, the contract generation process and the additional file uploading function run through the service process of the whole contract.
Generating the contract includes: saving new contract information submitted by the front-end page; acquiring new contract information stored in the control flow; acquiring a corresponding contract template according to the contract type of the contract information; generating a complete contract file according to the contract information and the contract template; converting the file into a PDF format and uploading the file to a file storage module; synchronizing the contact data of the contract to the contact data of the CRM background; synchronizing the contract data to CRM background contract data; and sending the mail with the contract PDF file attachment to a user mailbox.
Uploading the additional file comprises: storing the file and the related information submitted by the front end; acquiring an uploaded file in the process control; uploading the files to a unified file storage directory, and renaming the files according to rules; searching a corresponding contract according to the information submitted by the uploaded file; generating a corresponding internal download link; updating the contract state according to the type of the uploaded file; synchronizing contract data of the CRM background according to the contract information, and adding operation records; when the type of the uploaded file information needs external sharing, copying the file to a uniform external sharing directory; creating an external sharing link for a new file of the external sharing directory; and synchronizing the contract data of the CRM background and adding an external sharing link record.
In some embodiments, such as medical certification enterprises, there is a need for documentation associated with certification authorities/laboratories, outgoing laboratory reports, etc. during execution of a contract, which documents play an important role in contract management, and the status of contract updates may be triggered based on the type of documentation.
In practical application, after the first party pays in the initial stage of the contract, a payment certificate (generally, a second party invoice) needs to be generated for the first party, and the payment certificate is sent to the first party, so that the invoice generation function is used, and the invoice generation function comprises the step of storing submitted invoice information data; acquiring newly submitted invoice information in the process control; searching corresponding contract information according to the invoice information; acquiring an invoice template from a file template; generating an invoice file according to the invoice information and the invoice template; converting the generated invoice file into a PDF format; uploading a PDF file of the invoice to a unified file storage directory; generating an external download link of the invoice file; and sending the invoice to a user mailbox as a mail attachment.
When a contract is created or updated, if the client information of the contract is different from the existing client information, the existing client information is automatically updated, and the latest state of the client information is ensured, wherein the method comprises the following steps: detecting an update or creation of a contract; acquiring client information according to the contract information; judging whether the client information exists in a database or not, and if not, adding a new client record; updating the client information in the contract into the client information in the database; updating CRM background contact data according to the client information of the contract; and synchronizing CRM background contract data and adding an update log.
In a certain embodiment, the invoking a customer information mapping table from a database according to the customer information, filling the customer data into the contract template, and generating a to-be-signed contract includes: and when detecting that the database does not have a customer information mapping table corresponding to the customer information, establishing a customer information mapping table according to the customer information.
It will be appreciated that the customer information mapping table stores information that may be involved in a contract registration, such as customer name, customer contact, unified social credit code, organizational code, business type, account opening number, etc. Generally speaking, the client information mapping table stores various information of clients cooperating many times, and the client information mapping table is used as archive information stored in a database, so that useful information can be quickly called into a contract template for information filling while a contract is required to be signed. The new client may not be able to find the corresponding client information mapping table in the database, and when it is detected that there is no client information mapping table corresponding to the client information in the database, a client information mapping table is created according to the client information, and specific details can be captured from a network (similar to enterprise information induction websites such as enterprise inquiry, sky eye inquiry, and the like), and then confirmed by the user.
In a certain embodiment, the invoking a customer information mapping table from a database according to the customer information, filling the customer data into the contract template, and generating a to-be-signed contract includes: calling a customer information mapping table to a database according to the customer information, and analyzing whether data stored in the customer information mapping table is consistent with the customer information or not; and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
The client information filled by the user may be inconsistent with the data of the client information mapping table, the situation has multiple reasons, and may be that the client performs renaming, contact person changing, legal person changing, account opening changing and the like.
In a certain embodiment, the contract management method further includes querying a corresponding contract to be signed according to the endorsement information, and checking whether contract information is tampered; and when the contract information is checked to be tampered, generating warning information.
In order to ensure the standardization of the contract, the contract to be signed generated by the embodiment of the invention is not allowed to be modified randomly, if the application modification needs to be modified by an online system, the modified contract file and the file to be signed are replaced and then converted into PDF to generate the printing contract. And subsequently receiving the receipt information, wherein the receipt information comprises a scanned version signed contract, inquiring a corresponding contract to be signed according to the receipt information, matching the receipt information with the contract to be signed, and checking whether the contract information is tampered.
Referring to fig. 2, fig. 2 is a schematic structural diagram of a contract management system according to an embodiment of the present invention. In this embodiment, the contract management system includes:
a basic information obtaining module 210, configured to obtain client information and a contract type;
the template generating module 220 is configured to generate a contract template according to the client information and the contract type;
the template optimization module 230 is configured to call a customer information mapping table to a database according to the customer information, fill the contract template with customer data, and generate a to-be-signed contract;
and a status updating module 240, configured to update the contract status according to the endorsement information.
In a certain embodiment, the template optimization module is further configured to, when it is detected that there is no client information mapping table corresponding to the client information in the database, create a client information mapping table according to the client information.
In a certain embodiment, the template optimization module is further configured to invoke a customer information mapping table to a database according to the customer information, and analyze whether data stored in the customer information mapping table is consistent with the customer information; and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
In a certain embodiment, the contract management system further includes a detection module, configured to query a corresponding contract to be signed according to the endorsement information, and check whether the contract information is tampered; and when the contract information is checked to be tampered, generating warning information.
For the specific definition of the contract management system, reference may be made to the definition of the contract management method above, and details are not repeated here. The various modules in the contract management system described above may be implemented in whole or in part by software, hardware, and combinations thereof. The modules can be embedded in a hardware form or independent from a processor in the computer device, and can also be stored in a memory in the computer device in a software form, so that the processor can call and execute operations corresponding to the modules.
Referring to fig. 3, an embodiment of the invention provides a computer terminal device, which includes one or more processors and a memory. The memory is coupled to the processor for storing one or more programs which, when executed by the one or more processors, cause the one or more processors to implement the contract management method as in any of the above embodiments.
The processor is used for controlling the overall operation of the computer terminal equipment so as to complete all or part of the steps of the contract management method. The memory is used to store various types of data to support the operation at the computer terminal device, which data may include, for example, instructions for any application or method operating on the computer terminal device, as well as application-related data. The Memory may be implemented by any type of volatile or non-volatile Memory device or combination thereof, such as Static Random Access Memory (SRAM), Electrically Erasable Programmable Read-Only Memory (EEPROM), Erasable Programmable Read-Only Memory (EPROM), Programmable Read-Only Memory (PROM), Read-Only Memory (ROM), magnetic Memory, flash Memory, magnetic disk, or optical disk.
In an exemplary embodiment, the computer terminal Device may be implemented by one or more Application Specific 1 integrated circuits (AS 1C), Digital Signal Processors (DSPs), Digital Signal Processing Devices (DSPDs), Programmable Logic Devices (PLDs), Field Programmable Gate Arrays (FPGAs), controllers, microcontrollers, microprocessors, or other electronic components, for performing the contract management method described above, and achieving technical effects consistent with the method described above.
In another exemplary embodiment, there is also provided a computer readable storage medium comprising a computer program which, when executed by a processor, performs the steps of the contract management method in any one of the above embodiments. For example, the computer-readable storage medium may be the above-mentioned memory including a computer program that is executable by a processor of a computer terminal device to perform the above-mentioned contract management method and achieve a technical effect consistent with the above-mentioned method.
While the foregoing is directed to the preferred embodiment of the present invention, it will be understood by those skilled in the art that various changes and modifications may be made without departing from the spirit and scope of the invention.
Claims (10)
1. A contract management method, comprising:
acquiring client information and contract types;
generating a contract template according to the client information and the contract type;
calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template, and generating a to-be-signed contract;
and updating the contract state according to the countersign information.
2. The contract management method according to claim 1, wherein the invoking a customer information mapping table to a database according to the customer information, filling the customer data into the contract template, and generating the to-be-signed contract comprises:
and when detecting that the database does not have a customer information mapping table corresponding to the customer information, establishing a customer information mapping table according to the customer information.
3. The contract management method according to claim 1, wherein the invoking a customer information mapping table to a database according to the customer information, filling the customer data into the contract template, and generating the to-be-signed contract comprises:
calling a customer information mapping table to a database according to the customer information, and analyzing whether data stored in the customer information mapping table is consistent with the customer information or not;
and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
4. The contract management method according to claim 1, further comprising inquiring a corresponding contract to be signed according to the countersign information, and checking whether contract information is falsified;
and when the contract information is checked to be tampered, generating warning information.
5. A contract management system, comprising:
the basic information acquisition module is used for acquiring the client information and the contract type;
the template generating module is used for generating a contract template according to the client information and the contract type;
the template optimization module is used for calling a customer information mapping table to a database according to the customer information, filling customer data into the contract template and generating a to-be-signed contract;
and the state updating module is used for updating the contract state according to the endorsement information.
6. The contract management system of claim 5, wherein the template optimization module is further configured to create a customer information mapping table according to the customer information when detecting that there is no customer information mapping table corresponding to the customer information in the database.
7. The contract management system of claim 5, wherein the template optimization module is further configured to invoke a customer information mapping table to a database according to the customer information, and analyze whether data stored in the customer information mapping table is consistent with the customer information; and when the data stored in the customer information mapping table is inconsistent with the customer information, generating error reporting information.
8. The contract management system according to claim 5, further comprising a detection module, configured to query a corresponding contract to be signed according to the endorsement information, and check whether the contract information is tampered; and when the contract information is checked to be tampered, generating warning information.
9. A computer terminal device, comprising:
one or more processors;
a memory coupled to the processor for storing one or more programs;
when executed by the one or more processors, cause the one or more processors to implement the contract management method of any one of claims 1-4.
10. A computer-readable storage medium on which a computer program is stored, the computer program, when being executed by a processor, implementing the contract management method according to any one of claims 1 to 4.
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| Application Number | Priority Date | Filing Date | Title |
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| CN202210019880.1A CN114548066A (en) | 2022-01-10 | 2022-01-10 | Contract management method, system, equipment and storage medium |
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| Application Number | Priority Date | Filing Date | Title |
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| CN202210019880.1A CN114548066A (en) | 2022-01-10 | 2022-01-10 | Contract management method, system, equipment and storage medium |
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| CN202210019880.1A Pending CN114548066A (en) | 2022-01-10 | 2022-01-10 | Contract management method, system, equipment and storage medium |
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| US20180053265A1 (en) * | 2016-08-19 | 2018-02-22 | Benjamin Wade Lyon | Method and System for Engaging and Coordinating Real Estate Transactions from Contact to Contract |
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| CN109815471A (en) * | 2019-01-04 | 2019-05-28 | 深圳壹账通智能科技有限公司 | Contract text generation method, device, computer equipment and storage medium |
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