CN115293871A - Multi-terminal financial data management method and system - Google Patents
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Abstract
The invention relates to the related field of financial data management, and discloses a multi-terminal financial data management method and a multi-terminal financial data management system, wherein the multi-terminal financial data management system comprises a terminal scanning module, an identity verification module, an identification input module and a feedback verification module; through the information interaction between multi-terminal and main server, realized typing of convenient financial data check and tabulation, replaced artifical financial data's among the prior art mode of typing, had advantages such as more efficient convenient, and can effectively solve prior art when individual typing into the financial data that need report, do not know the financial project that needs type, type difficult scheduling problem.
Description
Technical Field
The invention relates to the field related to financial data management, in particular to a multi-terminal financial data management method and system.
Background
The management of financial data is an important work content in the operation of enterprises and groups, and in the prior art, the financial data of the enterprises and the groups is processed, uploaded and summarized uniformly by a financial department, and the method also comprises a mode that part of the financial data is automatically summarized by employees and reported to the financial department for uniform checking.
However, in the prior art, the efficiency is low, a great amount of data processing work is performed by a financial department, errors are easily generated, meanwhile, excessive risks need to be borne subsequently if the problem that the non-compliant financial items cannot be checked in the first time, meanwhile, in a manual self-reporting mode in the prior art, staff usually cannot know a report reporting mode, and the workload of the financial department is further increased due to the fact that the errors are reported.
Disclosure of Invention
The present invention provides a method and a system for managing financial data with multiple terminals to solve the above problems in the background art.
In order to achieve the purpose, the invention provides the following technical scheme:
a multi-terminal financial data management system comprising:
the terminal scanning module is used for acquiring a scanned data file of a financial document and acquiring a financial theme of the scanned data file, wherein the scanned data file represents scanned image data of the financial document, and the financial theme represents an event generating the financial document;
the identity verification module is used for acquiring a data uploading request from a user terminal, verifying the identity of the user terminal based on the data uploading request, and responding to the data uploading request to receive the scanned data file if the identity verification passes, wherein the data uploading request comprises a financial and newspaper file uploading request and request identity information;
the recognition and entry module is used for recognizing and analyzing the text content of the scanned data file through a preset content recognition program to generate financial data content, retrieving the financial data content according to preset keywords of a plurality of financial projects and acquiring financial report content, wherein the financial report content comprises the plurality of financial projects and corresponding report content;
and the feedback checking module is used for sending the financial data content to the user terminal, receiving a report content modification request from the user terminal and responding, wherein the report content modification request is used for correcting the report content corresponding to the financial item.
As a further scheme of the invention: still include the safety record module, specifically include:
the uploading log unit is used for acquiring the request identity information in the corresponding data uploading request when the scanning data file is received, and generating a report uploading log according to the scanning data file and the request identity information;
the log correction unit is used for acquiring corresponding uploading person identity information when receiving a report content modification request from a user side, and generating a report modification log according to the report content modification request and the uploading person identity information;
the log storage unit is used for storing the report uploading log and the report modifying log in a log storage library, the log storage library is provided with an identity authentication program of data writing authority, and the identity authentication program is used for limiting the data editing authority of the user terminal to the log storage library.
As a further scheme of the invention: further comprising a biometric authentication unit;
the biometric authentication unit is used for generating a biometric authentication acquisition link and sending the biometric authentication acquisition link to the user terminal when generating a report uploading log or generating a report modification log, and acquiring the biometric identification information of an uploader through the biometric authentication acquisition link, wherein the biometric identification information is stored in the corresponding report uploading log or the report modification log.
As a further scheme of the invention: the system also comprises a report summarizing unit;
the report summarizing unit is used for generating a report subject confirmation request and sending the report subject confirmation request to the user terminal when the financial subjects comprise the same number, receiving request feedback, combining a plurality of reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the plurality of reports of the financial subjects when the request feedback is different subjects.
As a further scheme of the invention: the terminal scanning module comprises a file acquisition unit, and the file acquisition unit specifically comprises:
the image scanning subunit is used for acquiring a scanning data file through an image acquisition program and outputting the scanning data file in real time through the display unit;
and the file uploading subunit is used for acquiring the scanning data file through a file receiving program.
The embodiment of the invention aims to provide a multi-terminal financial data management method, which comprises the following steps:
acquiring a scanned data file of a financial document, and acquiring a financial subject of the scanned data file, wherein the scanned data file represents scanned image data of the financial document, and the financial subject represents an event for generating the financial document;
acquiring a data uploading request from a user terminal, authenticating the identity of the user terminal based on the data uploading request, and responding to the data uploading request to receive the scanned data file if the identity authentication is passed, wherein the data uploading request comprises a financial and newspaper file uploading request and request identity information;
performing recognition analysis on the text content of the scanned data file through a preset content recognition program to generate financial data content, and retrieving the financial data content according to preset keywords of a plurality of financial items to obtain financial report content, wherein the financial report content comprises a plurality of financial items and corresponding report content;
and sending the financial data content to the user terminal, receiving a report content modification request from the user terminal and responding, wherein the report content modification request is used for correcting the report content corresponding to the financial item.
As a further scheme of the invention: further comprising the steps of:
when the scanned data file is received, acquiring the request identity information in the corresponding data uploading request, and generating a report uploading log according to the scanned data file and the request identity information;
when a report content modification request from a user side is received, acquiring corresponding uploader identity information, and generating a report modification log according to the report content modification request and the uploader identity information;
and storing the report uploading log and the report modifying log in a log storage library, wherein the log storage library is provided with an identity authentication program of data writing authority, and the identity authentication program is used for limiting the data editing authority of the user terminal to the log storage library.
As a further scheme of the invention: also includes the steps;
when a report uploading log or a report modification log is generated, generating a biological authentication acquisition link and sending the biological authentication acquisition link to a user terminal, and acquiring the biological identification information of an uploader through the biological authentication acquisition link, wherein the biological identification information is stored in the corresponding report uploading log or the report modification log.
As a further scheme of the invention: further comprising the steps of:
when the financial subjects are the same in the plurality of reports, generating a report subject confirmation request, sending the report subject confirmation request to a user terminal, receiving request feedback, merging the multiple reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the multiple reports of the financial subjects when the request feedback is different subjects.
As a still further scheme of the invention: the step of obtaining a scanned data file of a financial document comprises:
acquiring a scanning data file through an image acquisition unit through an image acquisition program, and outputting the scanning data file in real time through a display unit;
and acquiring the scanning data file through a file receiving program.
Compared with the prior art, the invention has the beneficial effects that: through the information interaction between multi-terminal and main server, realized that convenient entering of financial data is checked and the tabulation, replaced artifical financial data's among the prior art mode of entering, had advantages such as more efficient convenient, and can effectively solve prior art when individual entering the financial data that need report, do not know the financial project that needs enter, type difficulty scheduling problem.
Drawings
FIG. 1 is a block diagram of a multi-terminal financial data management system.
FIG. 2 is a block diagram of a security record module in a multi-terminal financial data management system.
Fig. 3 is a flow chart of a multi-terminal financial data management method.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
Specific embodiments of the present invention are described in detail below with reference to specific examples.
As shown in fig. 1, a multi-terminal financial data management system according to an embodiment of the present invention includes the following steps:
the terminal scanning module 100 is configured to obtain a scanned data file of a financial document, and obtain a financial topic of the scanned data file, where the scanned data file represents scanned image data of the financial document, and the financial topic represents an event that generates the financial document.
The identity verification module 300 is configured to obtain a data uploading request from a user terminal, perform identity verification on the user terminal based on the data uploading request, and if the identity verification passes, respond to the data uploading request to receive the scanned data file, where the data uploading request includes a financial report file uploading request and request identity information.
And the recognition and entry module 500 is used for recognizing and analyzing the character content of the scanned data file through a preset content recognition program, generating financial data content, retrieving the financial data content according to the preset keywords of the plurality of financial items, and acquiring financial statement content, wherein the financial statement content comprises the plurality of financial items and corresponding statement content.
And the feedback checking module 700 is configured to send the financial data content to the user terminal, receive a report content modification request from the user terminal, and respond to the report content modification request, where the report content modification request is used to modify the report content corresponding to the financial item.
In the embodiment, a multi-terminal financial data management system is provided, and through information interaction between a multi-terminal and a main server, convenient entry, check and tabulation of financial data are realized, an artificial financial data entry mode in the prior art is replaced, so that the system has the advantages of being more efficient, convenient and the like, and the problems that when financial data to be entered is individually entered in the prior art, financial items to be entered are not known, entry is difficult and the like can be effectively solved; when the system is used specifically, the terminal scanning module 100 is based on a user terminal, financial invoice financial bills and the like are obtained through modes of shooting and downloading by a user and the like, when reporting is needed, a data uploading request is sent to a server, the server verifies the identity through the identity verification module 300, then recognizes characters of the uploaded invoice bills and the like through the recognition and entry module 500, extracts key financial item contents according to the keywords from the obtained contents to generate a report, and meanwhile, the generated table can be sent to a user end through the feedback verification module 700 to be manually checked again (since the table is generated (or the data is entered into a preset table), even if the user does not know how to fill in a specific item, the check can be completed through direct checking of the item contents).
As shown in fig. 2, as another preferred embodiment of the present invention, the present invention further includes a security recording module 900, which specifically includes:
an upload log unit 901, configured to, when receiving the scanned data file, obtain the request identity information in the corresponding data upload request, and generate a report upload log according to the scanned data file and the request identity information.
A modified log unit 902, configured to, when receiving a report content modification request from a user, obtain corresponding uploader identity information, and generate a report modified log according to the report content modification request and the uploader identity information.
A log storage unit 903, configured to store the report uploading log and the report modifying log in a log repository, where the log repository is provided with an identity authentication program for data writing permission, and the identity authentication program is used to limit a data editing permission of the log repository by a user terminal.
In this embodiment, the security recording module 900 is supplemented, and through the security recording module 900, the information of the user terminal object involved in the report generation process can be recorded in the form of a log, so that the relevant report operator can be conveniently tracked in the subsequent process, and the management is convenient.
As another preferred embodiment of the present invention, a biometric authentication unit is further included;
the biometric authentication unit is used for generating a biometric authentication acquisition link and sending the biometric authentication acquisition link to the user terminal when generating a report uploading log or generating a report modification log, acquiring biometric identification information of an uploader through the biometric authentication acquisition link, and storing the biometric identification information in the corresponding report uploading log or the report modification log.
In the embodiment, in the process of generating the log, the user terminal can borrow the log by other people, so that certain problems exist in the process of subsequently searching for the responsible person through the log, and therefore, the identity record of the operator needs to be directly carried out through the biological identification information, and the subsequent tracing work is further facilitated.
As another preferred embodiment of the invention, the system further comprises a report summarizing unit;
the report summarizing unit is used for generating a report subject confirmation request and sending the report subject confirmation request to the user terminal when the financial subjects comprise the same number, receiving request feedback, combining a plurality of reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the plurality of reports of the financial subjects when the request feedback is different subjects.
In this embodiment, when multiple financial topics uploaded by multiple user terminals are consistent, it is necessary to determine whether the multiple financial topics are the same item, for example, collecting multiple pieces of financial information, if the multiple financial topics are the same item, merging the reports to obtain a summary table, and if the multiple financial topics are not the same item, resetting the topics or distinguishing numbers.
As another preferred embodiment of the present invention, the terminal scanning module 100 includes a file obtaining unit, where the file obtaining unit specifically includes:
and the image scanning subunit is used for acquiring a scanning data file through an image acquisition program and outputting the scanning data file in real time through the display unit.
And the file uploading subunit is used for acquiring the scanning data file through a file receiving program.
In this embodiment, the acquisition approaches for the scanned data file may also be various, and since the invoice and the like that the user needs to report may be paper or electronic, a variety of different acquisition modes are provided.
As shown in fig. 3, the present invention also provides a multi-terminal financial data management method, which comprises the steps of:
s200, acquiring a scanned data file of a financial document, and acquiring a financial theme of the scanned data file, wherein the scanned data file represents scanned image data of the financial document, and the financial theme represents an event generating the financial document.
S400, acquiring a data uploading request from a user terminal, authenticating the identity of the user terminal based on the data uploading request, and responding to the data uploading request to receive the scanned data file if the identity is authenticated, wherein the data uploading request comprises a financial and newspaper file uploading request and identity information request.
S600, recognizing and analyzing the text content of the scanned data file through a preset content recognition program to generate financial data content, retrieving the financial data content according to preset keywords of a plurality of financial items to obtain financial statement content, wherein the financial statement content comprises the plurality of financial items and corresponding statement content.
And S800, sending the financial data content to the user terminal, receiving a report content modification request from the user terminal and responding, wherein the report content modification request is used for modifying the report content corresponding to the financial project.
As another preferred embodiment of the present invention, further comprising the steps of:
and when the scanned data file is received, acquiring the request identity information in the corresponding data uploading request, and generating a report uploading log according to the scanned data file and the request identity information.
When a report content modification request from a user side is received, corresponding uploading person identity information is obtained, and a report modification log is generated according to the report content modification request and the uploading person identity information.
And storing the report uploading log and the report modifying log in a log storage library, wherein the log storage library is provided with an identity authentication program of data writing authority, and the identity authentication program is used for limiting the data editing authority of the user terminal to the log storage library.
As another preferred embodiment of the present invention, further comprising the steps of;
when a report uploading log or a report modification log is generated, generating a biological authentication acquisition link and sending the biological authentication acquisition link to a user terminal, and acquiring the biological identification information of an uploader through the biological authentication acquisition link, wherein the biological identification information is stored in the corresponding report uploading log or the report modification log.
As another preferred embodiment of the present invention, further comprising the steps of:
when the financial subjects are the same in the plurality of reports, generating a report subject confirmation request, sending the report subject confirmation request to a user terminal, receiving request feedback, merging the multiple reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the multiple reports of the financial subjects when the request feedback is different subjects.
As another preferred embodiment of the present invention, the step of obtaining the scanned data file of the financial document comprises:
the scanning data file is acquired through an image acquisition unit and an image acquisition program, and the scanning data file is output in real time through a display unit.
And acquiring the scanning data file through a file receiving program.
It will be understood by those skilled in the art that all or part of the processes of the methods of the embodiments described above can be implemented by a computer program, which can be stored in a non-volatile computer-readable storage medium, and can include the processes of the embodiments of the methods described above when the program is executed. Any reference to memory, storage, database, or other medium used in the embodiments provided herein may include non-volatile and/or volatile memory, among others. Non-volatile memory can include read-only memory (ROM), programmable ROM (PROM), electrically Programmable ROM (EPROM), electrically Erasable Programmable ROM (EEPROM), or flash memory. Volatile memory can include Random Access Memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in a variety of forms such as Static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double Data Rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous Link DRAM (SLDRAM), rambus (Rambus) direct RAM (RDRAM), direct Rambus Dynamic RAM (DRDRAM), and Rambus Dynamic RAM (RDRAM), among others.
Other embodiments of the disclosure will be apparent to those skilled in the art from consideration of the specification and practice of the disclosure herein. This application is intended to cover any variations, uses, or adaptations of the disclosure following, in general, the principles of the disclosure and including such departures from the present disclosure as come within known or customary practice in the art to which the disclosure pertains. It is intended that the specification and examples be considered as exemplary only, with a true scope and spirit of the disclosure being indicated by the following claims.
It will be understood that the present disclosure is not limited to the precise arrangements described above and shown in the drawings and that various modifications and changes may be made without departing from the scope thereof. The scope of the present disclosure is limited only by the appended claims.
Claims (10)
1. A multi-terminal financial data management system comprising:
the terminal scanning module is used for acquiring a scanned data file of a financial document and acquiring a financial theme of the scanned data file, wherein the scanned data file represents scanned image data of the financial document, and the financial theme represents an event generating the financial document;
the identity verification module is used for acquiring a data uploading request from a user terminal, verifying the identity of the user terminal based on the data uploading request, and responding to the data uploading request to receive the scanned data file if the identity verification passes, wherein the data uploading request comprises a financial and newspaper file uploading request and request identity information;
the recognition and entry module is used for recognizing and analyzing the text content of the scanned data file through a preset content recognition program to generate financial data content, retrieving the financial data content according to preset keywords of a plurality of financial projects and acquiring financial report content, wherein the financial report content comprises the plurality of financial projects and corresponding report content;
and the feedback checking module is used for sending the financial data content to the user terminal, receiving a report content modification request from the user terminal and responding, wherein the report content modification request is used for correcting the report content corresponding to the financial item.
2. A multi-terminal financial data management system as claimed in claim 1 further including a security records module, specifically including:
the uploading log unit is used for acquiring the request identity information in the corresponding data uploading request when the scanning data file is received, and generating a report uploading log according to the scanning data file and the request identity information;
the log correction unit is used for acquiring corresponding uploading person identity information when receiving a report content modification request from a user side, and generating a report modification log according to the report content modification request and the uploading person identity information;
the log storage unit is used for storing the report uploading log and the report modifying log in a log storage library, the log storage library is provided with an identity authentication program of data writing authority, and the identity authentication program is used for limiting the data editing authority of the user terminal to the log storage library.
3. A multi-terminal financial data management system according to claim 2 further including a biometric authentication unit;
the biometric authentication unit is used for generating a biometric authentication acquisition link and sending the biometric authentication acquisition link to the user terminal when generating a report uploading log or generating a report modification log, acquiring biometric identification information of an uploader through the biometric authentication acquisition link, and storing the biometric identification information in the corresponding report uploading log or the report modification log.
4. The system of claim 1, further comprising a report aggregation unit;
the report summarizing unit is used for generating a report subject confirmation request and sending the report subject confirmation request to the user terminal when the financial subjects comprise the same number, receiving request feedback, combining a plurality of reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the plurality of reports of the financial subjects when the request feedback is different subjects.
5. A multi-terminal financial data management system as claimed in claim 1, wherein said terminal scanning module includes a file acquisition unit, said file acquisition unit specifically including:
the image scanning subunit is used for acquiring a scanning data file through an image acquisition program and outputting the scanning data file in real time through the display unit;
and the file uploading subunit is used for acquiring the scanning data file through a file receiving program.
6. A multi-terminal financial data management method, comprising the steps of:
obtaining a scanned data file of a financial document, and obtaining a financial topic of the scanned data file, the scanned data file characterizing scanned image data of the financial document, the financial topic characterizing events that produced the financial document;
acquiring a data uploading request from a user terminal, authenticating the identity of the user terminal based on the data uploading request, and responding to the data uploading request to receive the scanned data file if the identity authentication is passed, wherein the data uploading request comprises a financial and newspaper file uploading request and request identity information;
performing recognition analysis on the text content of the scanned data file through a preset content recognition program to generate financial data content, and retrieving the financial data content according to preset keywords of a plurality of financial items to obtain financial report content, wherein the financial report content comprises a plurality of financial items and corresponding report content;
and sending the financial data content to the user terminal, receiving a report content modification request from the user terminal and responding, wherein the report content modification request is used for correcting the report content corresponding to the financial item.
7. A multi-terminal financial data management method according to claim 6 further including the steps of:
when the scanned data file is received, acquiring the request identity information in the corresponding data uploading request, and generating a report uploading log according to the scanned data file and the request identity information;
when a report content modification request from a user side is received, acquiring corresponding uploader identity information, and generating a report modification log according to the report content modification request and the uploader identity information;
and storing the report uploading log and the report modifying log in a log storage library, wherein the log storage library is provided with an identity authentication program of data writing authority, and the identity authentication program is used for limiting the data editing authority of the user terminal to the log storage library.
8. A multi-terminal financial data management method according to claim 7 further including the steps of:
when a report uploading log or a report modification log is generated, generating a biological authentication acquisition link and sending the biological authentication acquisition link to a user terminal, and acquiring the biological identification information of an uploader through the biological authentication acquisition link, wherein the biological identification information is stored in the corresponding report uploading log or the report modification log.
9. A multi-terminal financial data management method according to claim 6 further including the steps of:
when the financial subjects comprise the same plurality, generating a report subject confirmation request, sending the report subject confirmation request to a user terminal, receiving request feedback, combining a plurality of reports of the financial subjects when the request feedback is the same subject, and distinguishing the financial subjects of the plurality of reports of the financial subjects when the request feedback is different subjects.
10. A multi-terminal financial data management method according to claim 6 wherein said step of obtaining scanned data files of financial documents includes:
acquiring a scanning data file through an image acquisition unit through an image acquisition program, and outputting the scanning data file in real time through a display unit;
and acquiring the scanning data file through a file receiving program.
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| CN117195256A (en) * | 2023-08-30 | 2023-12-08 | 无锡视美乐激光显示科技有限公司 | Financial data processing method and system |
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| CN109446995A (en) * | 2018-10-30 | 2019-03-08 | 广西科技大学 | The treating method and apparatus of billing information |
| CN110008772A (en) * | 2019-03-26 | 2019-07-12 | 山东浪潮通软信息科技有限公司 | A kind of invoice for tax administration quickly identifies and the method and system of typing |
| CN112287828A (en) * | 2020-10-29 | 2021-01-29 | 平安普惠企业管理有限公司 | Financial statement generation method and device based on machine learning |
| CN112380278A (en) * | 2020-11-17 | 2021-02-19 | 平安普惠企业管理有限公司 | Financial data report generation method, device, equipment and storage medium |
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Application publication date: 20221104 |