CN116090867A

CN116090867A - Index rule generation method and device, electronic equipment and storage medium

Info

Publication number: CN116090867A
Application number: CN202211501960.7A
Authority: CN
Inventors: 冉思琪; 王振骞
Original assignee: China Construction Bank Corp; CCB Finetech Co Ltd
Current assignee: China Construction Bank Corp; CCB Finetech Co Ltd
Priority date: 2022-11-28
Filing date: 2022-11-28
Publication date: 2023-05-09

Abstract

The application relates to the technical field of data processing, and provides an index rule generation method, an index rule generation device, electronic equipment and a storage medium, wherein the method comprises the following steps: acquiring service scene requirements and required supervision data, and calling an index template from a predefined template library based on the service scene requirements; the index template configures index parameters; judging whether index parameters of the index template meet the service scene requirements or not; if yes, responding to a first operation of a user, splicing corresponding code sentences to generate a first operation logic, and generating an index rule based on the first operation logic and supervision data; if not, responding to a second operation of the user, acquiring corresponding target index parameters from a predefined template library, splicing corresponding code sentences to generate a second operation logic, generating an index rule based on the second operation logic and supervision data, calling proper index parameters through free combination of the index template and the template parameters to form a required index rule, and improving the configurability and the response speed of the system.

Description

Index rule generation method and device, electronic equipment and storage medium

Technical Field

The present disclosure relates to the field of data processing technologies, and in particular, to a method and apparatus for generating an index rule, an electronic device, and a storage medium.

Background

In the field of financial business, for possible operational risks in a financial system, supervision requirements set forth by a supervision organization, customer-made needs and the like, transaction behaviors need to be supervised through a series of functions, so that the monitoring of financial related business is realized.

In the prior art, a supervision object is set through a system, an association relation between a supervision rule and the supervision object is established, a supervision task to be executed by the supervision object is generated, and a supervision result is obtained through execution of the supervision task, wherein different supervision rules are adopted to correspond to different realization logics for realization modes of the supervision rules, namely, for each supervision rule, a large number of programming is needed to be carried out by technicians based on supervision requirements.

However, the above manner is difficult to cope with increasing regulatory requirements, and if new regulatory requirements are set forth, technicians are required to implement the new requirement logic through programming, so that the requirements of the system for supervision are correspondingly slow, and the configurability of the system is reduced.

Disclosure of Invention

The method, the device, the electronic equipment and the storage medium for generating the index rule can realize the free combination of the index template and the template parameters to form different rule logics, provide a configured index rule implementation mode through a self-defined collocation mode, and improve the flexibility and the configurability of a system and the response speed of the system in response to supervision demands.

In a first aspect, the present application provides a method for generating an index rule, where the method includes:

acquiring a service scene requirement and supervision data required by the service scene requirement, and calling a corresponding index template from a predefined template library based on the service scene requirement; the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement;

judging whether index parameters corresponding to the index templates meet the service scene requirements or not;

if yes, responding to a first operation of setting index parameters by a user, splicing based on code sentences corresponding to the index parameters, generating first operation logic of index rules, and generating the index rules based on the first operation logic and the supervision data;

If not, responding to a second operation of setting index parameters by a user, acquiring target index parameters meeting the service scene requirements from a predefined template library, splicing based on code sentences corresponding to the target index parameters, generating second operation logic of an index rule, and generating the index rule based on the second operation logic and the supervision data.

Optionally, acquiring a service scenario requirement and supervision data required by the service scenario requirement, and calling a corresponding index template from a predefined template library based on the service scenario requirement, including:

acquiring service scene requirements and initial supervision data, and performing operation processing on the initial supervision data to obtain an operation result;

comparing the operation result with a supervision threshold corresponding to the service scene demand to determine supervision data required by the service scene demand;

determining a data type corresponding to the supervision data based on the business scene demand, and determining a field code corresponding to an index template based on the data type;

and calling a corresponding index template from a predefined template library by using the field codes.

Optionally, in response to a first operation of setting an index parameter by a user, splicing is performed based on a code statement corresponding to the index parameter, and a first operation logic of an index rule is generated, including:

Generating a first parameter range of the index parameter in response to user selection of the index parameter and a first operation of assigning a value to the index parameter selected by the user;

and acquiring the parameter name of the index parameter, calling a code statement corresponding to the index parameter from a parameter table based on the parameter name, and splicing based on the first parameter range and the code statement to generate first operation logic of an index rule.

Optionally, generating an indicator rule based on the first arithmetic logic and the supervision data includes:

processing the supervision data based on the first operation logic to obtain a supervision prompt result;

judging whether the supervision prompt result meets a preset requirement or not;

if yes, generating an index rule based on the first operation logic and the index parameter.

Optionally, in response to a second operation of setting an index parameter by a user, acquiring a target index parameter meeting the service scene requirement from a predefined template library, and splicing based on a code statement corresponding to the target index parameter, to generate a second operation logic of an index rule, including:

generating a second parameter range of the index parameter in response to parameter information of the index parameter input by a user and a second operation of assigning a value to the index parameter input by the user;

Searching first index parameters meeting the service scene requirements from index parameters corresponding to the index templates based on the parameter information, and acquiring second index parameters meeting the service scene requirements from a predefined template library based on the parameter information and the first index parameters;

summarizing the first index parameter and the second index parameter to obtain a target index parameter corresponding to the service scene requirement;

and acquiring the parameter name of the target index parameter, calling a code statement corresponding to the target index parameter from a parameter table based on the parameter name, and splicing based on the second parameter range and the code statement to generate second operation logic of an index rule.

Optionally, the method further comprises:

acquiring initialization information corresponding to the index rule, and configuring a corresponding execution index template and execution template parameters based on the initialization information;

and generating an execution script based on the execution index template and the execution template parameters, and executing a supervision task by using the execution script to obtain a supervision result.

Optionally, the method further comprises:

when the supervision result is determined to not meet the supervision requirement, searching for abnormal data in the supervision data, generating alarm information based on the abnormal data, and visually displaying the alarm information to remind a user of abnormal operation.

In a second aspect, the present application further provides an indicator rule generating apparatus, where the apparatus includes:

the calling module is used for acquiring the service scene requirement and the supervision data required by the service scene requirement and calling a corresponding index template from a predefined template library based on the service scene requirement; the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement;

the judging module is used for judging whether the index parameters corresponding to the index templates meet the service scene requirements or not;

the first generation module is used for responding to a first operation of setting the index parameters by a user when the index parameters corresponding to the index templates meet the service scene requirements, splicing the index parameters based on code sentences corresponding to the index parameters, generating first operation logic of index rules, and generating the index rules based on the first operation logic and the supervision data;

and the second generation module is used for responding to a second operation of setting the index parameters by a user when the index parameters corresponding to the index templates do not meet the service scene requirements, acquiring target index parameters meeting the service scene requirements from a predefined template library, splicing based on code sentences corresponding to the target index parameters, generating second operation logic of index rules, and generating the index rules based on the second operation logic and the supervision data.

In a third aspect, the present application further provides an electronic device, including: a processor, and a memory communicatively coupled to the processor;

the memory stores computer-executable instructions;

the processor executes computer-executable instructions stored by the memory to implement the method of any one of the first aspects.

In a fourth aspect, the present application also provides a computer-readable storage medium storing computer-executable instructions for implementing the method according to any one of the first aspects when executed by a processor.

In a fifth aspect, the present application also provides a computer program product comprising program code for performing the method according to any of the first aspects when the computer program is run by a computer.

In summary, the present application provides a method, an apparatus, an electronic device, and a storage medium for generating an index rule, where the method, the apparatus, the electronic device, and the storage medium may further call a corresponding index template from a predefined template library based on a service scenario requirement by acquiring the service scenario requirement and supervision data required by the service scenario requirement; further judging whether index parameters corresponding to the index templates meet the service scene requirements or not; if yes, responding to a first operation of setting index parameters by a user, splicing based on code sentences corresponding to the index parameters, generating first operation logic of an index rule, and further generating the index rule based on the first operation logic and supervision data; if not, responding to a second operation of setting index parameters by a user, acquiring target index parameters meeting the requirements of the service scene from a predefined template library, splicing based on code sentences corresponding to the target index parameters, generating second operation logic of an index rule, and further generating the index rule based on the second operation logic and supervision data, wherein the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement; the code statement corresponding to each index parameter is programmed in advance, a technician does not need to wait for adaptive programming aiming at each index rule, and the required index rule can be formed by only calling the appropriate index parameter, so that the free combination of the template and the index template parameter can be realized, different rule logics are further formed, a configured index rule implementation mode is provided through a self-defined collocation mode, and the flexibility, the configurability and the response speed of the system to the supervision requirement are improved.

Drawings

The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the application and together with the description, serve to explain the principles of the application.

Fig. 1 is a schematic view of an application scenario provided in an embodiment of the present application;

fig. 2 is a flow chart of a method for generating an index rule according to an embodiment of the present application;

FIG. 3 is a flowchart illustrating a method for generating a custom index rule according to an embodiment of the present disclosure;

FIG. 4 is a flowchart illustrating a process of executing a custom index rule according to an embodiment of the present application;

fig. 5 is a schematic structural diagram of an indicator rule generating device according to an embodiment of the present application;

fig. 6 is a schematic structural diagram of an electronic device according to an embodiment of the present application.

Specific embodiments thereof have been shown by way of example in the drawings and will herein be described in more detail. These drawings and the written description are not intended to limit the scope of the inventive concepts in any way, but to illustrate the concepts of the present application to those skilled in the art by reference to specific embodiments.

Detailed Description

Reference will now be made in detail to exemplary embodiments, examples of which are illustrated in the accompanying drawings. When the following description refers to the accompanying drawings, the same numbers in different drawings refer to the same or similar elements, unless otherwise indicated. The implementations described in the following exemplary examples are not representative of all implementations consistent with the present application. Rather, they are merely examples of apparatus and methods consistent with some aspects of the present application as detailed in the accompanying claims.

In order to clearly describe the technical solutions of the embodiments of the present application, in the embodiments of the present application, the words "first", "second", etc. are used to distinguish the same item or similar items having substantially the same function and effect. For example, the first device and the second device are merely for distinguishing between different devices, and are not limited in their order of precedence. It will be appreciated by those of skill in the art that the words "first," "second," and the like do not limit the amount and order of execution, and that the words "first," "second," and the like do not necessarily differ.

In this application, the terms "exemplary" or "such as" are used to mean serving as an example, instance, or illustration. Any embodiment or design described herein as "exemplary" or "for example" should not be construed as preferred or advantageous over other embodiments or designs. Rather, the use of words such as "exemplary" or "such as" is intended to present related concepts in a concrete fashion.

In the present application, "at least one" means one or more, and "a plurality" means two or more. "and/or", describes an association relationship of an association object, and indicates that there may be three relationships, for example, a and/or B, and may indicate: a alone, a and B together, and B alone, wherein a, B may be singular or plural. The character "/" generally indicates that the context-dependent object is an "or" relationship. "at least one of" or the like means any combination of these items, including any combination of single item(s) or plural items(s). For example, at least one (one) of a, b, or c may represent: a, b, c, a-b, a-c, b-c, or a-b-c, wherein a, b, c may be single or plural.

In financial transactions, the system provides a series of functions to monitor transaction behaviors, a monitoring task of a monitoring object can be generated by mapping a monitoring rule onto the monitoring object, and a monitoring result is obtained through the execution of the monitoring task to realize monitoring requirements.

In a possible implementation manner, a supervision object is set through a system, an association relation between a supervision rule and the supervision object is established, a supervision task to be executed by the supervision object is generated, and a supervision result is obtained through execution of the supervision task, wherein different supervision rules are adopted to correspond to different implementation logics for the implementation manner of the supervision rule, namely, for each supervision rule, a large number of programming is needed to be carried out by technicians based on supervision requirements.

However, in the implementation manner for the supervision rules, different supervision rules are adopted to correspond to different implementation logics, and only different supervision rule parameter values can be input in a self-defined manner for the same supervision rules. Therefore, the above manner is difficult to cope with increasing supervision requirements, and if new supervision requirements are set forth, technicians are required to implement the new requirement logic through a large amount of programming, so that the system is slow to cope with the supervision requirements, and the configurability of the system is reduced.

Aiming at the problems, the application provides an index rule generating method, which can determine a proper template by acquired business scene requirements and supervision data required by the business scene requirements, wherein the template is formed into different index templates by performing the materialization processing based on the commonality of different types of supervision data in advance, and each type of supervision data and business scene requirements have corresponding index templates; each template is configured with corresponding index parameters, further, whether the index parameters configured by the template meet the service scene requirements is determined, if yes, corresponding code sentences are called for dynamic assembly based on operation of service personnel to generate index rules, if not, the index parameters required by the service scene requirements are acquired, and corresponding code sentences are called for dynamic assembly to generate the index rules, so that a scheme of manually and automatically configuring the index rules is provided by matching the template index rules with personalized index template parameters through the template index rules, different index rules which can be realized only by a large amount of programming are solved, the speed of the system for responding to different requirements is improved, and the configurability of the system is improved.

Embodiments of the present application are described below with reference to the accompanying drawings. Fig. 1 is a schematic diagram of an application scenario provided in an embodiment of the present application, and the method for generating an index rule provided in the present application may be applied to the application scenario shown in fig. 1. The application scene comprises: the terminal equipment 101, the service processing platform 102 and the display equipment 103 corresponding to the service processing platform 102; specifically, the service processing platform 102 may obtain the service scenario requirement and the supervision data required by the service scenario requirement from the terminal device 101, further, the service processing platform 102 may invoke a corresponding index template from the rule base based on the service scenario requirement, where the index template is configured with a plurality of index parameters, the index parameters may be displayed on the display device 103, and a service person may manually select the collocation of the index template and the index template parameters through the touch operation on the display device 103, so as to form a corresponding index rule.

Further, by combining the formed index rule and the supervision object, a supervision task to be executed by the supervision object is generated, and the supervision task is executed, so that a supervision result can be obtained and visually displayed on the display device 103 for viewing by service personnel.

The index templates are formed in advance by obtaining commonalities of a series of supervision rules, each category of index templates corresponds to a series of index template parameters, and the index template parameters can be adapted to the index templates corresponding to the index templates.

It should be noted that, the number of the terminal devices 101 may be more than one, and in the embodiment of the present application, the number and types of the terminal devices 101 are not specifically limited, and the service processing platform 102 may be understood as a system for executing the index rule generating method provided in the embodiment of the present application.

The technical scheme of the present application is described in detail below with specific examples. The following embodiments may be combined with each other, and the same or similar concepts or processes may not be described in detail in some embodiments. Embodiments of the present application will be described below with reference to the accompanying drawings.

Fig. 2 is a flow chart of an index rule generating method according to an embodiment of the present application, as shown in fig. 2, where the index rule generating method includes the following steps:

s201, acquiring a service scene requirement and supervision data required by the service scene requirement, and calling a corresponding index template from a predefined template library based on the service scene requirement; the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement.

In this embodiment of the present application, the supervision data may refer to data to be monitored, such as data of a certain combined stock purchase, generated by a transaction, and the embodiment of the present application is not specifically limited thereto, and the index parameter may refer to a parameter associated with an index template, which represents a personalized configuration of a classification rule. Thus, the range of index template parameters selectable by the same index template is consistent, but the corresponding index parameters are inconsistent for different classification rules with different index templates. Each index parameter is closely associated with its index template, representing the logical processing under which the corresponding index parameter may be performed.

Wherein, the supervision data can be stored in a plurality of data tables, each data Table has a connection relationship, such as Table1 t1 and Table2t2, and the connection relationship includes, but is not limited to, join, left join, etc.; the required data tables include, but are not limited to, table t1 (Table 1 t 1) and Table t2 (Table 2t 2), in practical application, a plurality of different data tables may be further connected as required, and the tables include not only the data tables but also views from which data can be obtained, and the embodiment of the present application is not limited in particular.

The predefined template library may refer to a database for storing index templates, index parameters and code sentences of each index parameter, wherein the predefined template library stores data information and data association information required when implementing an index rule based on the form of each data table, for example, the index template data table stores processor information, index template names and the like corresponding to each index template, and the processor information refers to the code sentences corresponding to each index template; the index template parameter table stores index parameter information and the like of an index template for selection; the custom index rule configuration table stores template information, parameter information and the like used for configuring the index rule.

It should be noted that, the data table in the predefined template library includes, but is not limited to, the data table described above, where the data table is used for providing data when the processor loads the initialization information related to the index rule, specifically, the data in the data table has an association relationship, for example, a corresponding index template may be found in the index template data table based on the name of the index template, or a corresponding index template may be found in the index template data table based on the requirements of the service scenario, where each requirement of the service scenario corresponds to the index template, which is not specifically limited in this embodiment of the present application.

In the step, the supervision data required by the service scene requirement can be obtained through the steps of obtaining the data to be monitored, calculating the monitoring data, comparing the calculation result with a set threshold value and the like; the step of acquiring the data to be monitored is a step with classification characteristics, specifically, the data information, the data source and the service scene used in the step of acquiring the data to be monitored are obtained through combing, the data information is calculated, the acquired data is subjected to certain logic processing, further, the processing result is compared with a set threshold value to obtain supervision data, if the proportion of certain combined stocks is required to be calculated to be 10% of the total value of the combined assets, the data corresponding to the combined stocks which are 10% of the total value of the combined assets are acquired, whether the acquired data meet the service scene requirement is judged, and if so, the corresponding supervision data are obtained.

It can be understood that the index templates are established in advance, each index template is configured with at least one index parameter, each index template can be applicable to index rules of the same type, when the index rules are configured, the corresponding index templates and the index parameters corresponding to the index templates can be directly called, the process of establishing the index templates in advance can be that the system classifies all the required rules in a large class, and then the rules are subjected to templatization treatment to obtain the index templates, wherein the index rule classification is to classify the index rules in a large class according to the templates, and the following cases are considered when classifying the rules:

1. The same data source is used in the system, representing whether the data source from which it acquired the data is the same data table or the same view.

2. Whether the data types used by the rules are the same or not, wherein the data types include, but are not limited to, business meanings corresponding to the data, the types of the data in the database and the like.

3. Whether the business scenes corresponding to the rules are similar or not, such as bonds for portfolio investment, and the like, correspond to rated supervision requirements, the ratings can be divided into bond ratings, main body ratings, guarantor ratings and the like, and the data source channels are different for different ratings, but the same application scenes, namely the supervision scenes for carrying out credit ratings on the combined bonds, correspond to similar rules, and can be divided into the same templates in the system.

By considering the three conditions, the rule templating processing, namely extracting the commonality of the rule, and embodying the commonality, the index template of a series of index rules is obtained.

S202, judging whether index parameters corresponding to the index templates meet the service scene requirements.

In this step, the same index template may include a plurality of selectable index parameters, and not all the index parameters are enabled or meet the requirements of the service scenario, so it is required to determine whether the corresponding index parameters in the index template meet the requirements of the service scenario.

And S203, if so, responding to a first operation of setting index parameters by a user, splicing based on code sentences corresponding to the index parameters, generating first operation logic of an index rule, and generating the index rule based on the first operation logic and the supervision data.

In this embodiment of the present application, the first operation may refer to a series of operations of selecting and assigning an index parameter to the service personnel after determining the index template.

Illustratively, taking as an example the supervision of a fluid-limited specific resource product, the fluid-limited meaning that the fluid-limited specific resource product is redeemable for more than 10 days from the product, the process of configuring the index rules for the fluid-limited specific resource product comprises: and determining a proper index template based on the service scene requirement, wherein the proper index template is selected according to the data required to be used by the service scene, namely, the index template of the index rule is determined based on the warehouse-holding data of the specific resource management product.

After the index template is determined, it is determined that the whole rule will acquire the data to be supervised from each combined bin holding data table, further, the index template is subjected to configuration processing, namely, the operation logic and the threshold value of the rule are determined, the operation logic and the threshold value are respectively index parameters selected by service personnel on a display interface and parameter values of the index parameters, code sentences corresponding to the index parameters are further called for dynamic splicing, logic of the section of parameters is brought into when the code sentences are dynamically spliced, further, first operation logic of the index rule is generated, further, bin holding data is processed based on the first operation logic, and if the processing result meets the supervision requirement, the index rule is generated based on the selected index parameters and the first operation logic.

Wherein the selected index parameters may include: including the type of securities (the index parameter will limit the scope of the specific asset and management products being regulated, i.e. by setting the parameter value of this parameter, it will be confirmed which securities will be regulated with limited liquidity), the term units (the index parameter will make different logical access to the rules according to trade day, year, day and month, the current rule is to make a limited liquidity judgment on trade day, the parameter value is set as trade day), the upper limit days of redemption day (the index parameter represents a limited liquidity threshold, the rule needs to regulate the products with limited liquidity on 10 trade days from the current day, the threshold setting may be 10, and data exceeding the threshold will be obtained to prompt) etc.

It should be noted that, in the embodiments of the present application, the index parameter selected by the user based on the first operation is not specifically limited under different service scene requirements, and the above is only illustrative.

S204, if not, responding to a second operation of setting index parameters by a user, acquiring target index parameters meeting the service scene requirements from a predefined template library, splicing based on code sentences corresponding to the target index parameters, generating second operation logic of an index rule, and generating the index rule based on the second operation logic and the supervision data.

In this embodiment of the present application, the second operation may refer to a series of operations performed by a service person to input an index parameter and assign the index parameter, where the input index parameter may be an operation of inputting parameter information, parameter name, etc. of the index parameter, so that a corresponding target index parameter is conveniently searched from a predefined template library.

In this step, taking the where condition in the sql statement as an example, splicing is performed based on the code statement corresponding to the target index parameter, that is, by dynamically assembling the sql form, adding different index parameters based on the second operation of the service personnel, generating the second operation logic of the index rule, where the second operation logic is the logic of the index parameter processing, for example, judging whether the index parameter is enabled through the isNotNull tag, after determining that the index parameter is enabled, the service personnel performs the second operation on the display interface, further obtains the target index parameter meeting the service scene requirement, for example, # cs_gzcs_1#, from the predefined template library, performs parameter value setting on #cs_gzcs_1# based on the interface, and will be brought into the execution logic of the target index parameter when dynamically splicing the sql.

The #cs_gzcs_1# parameter value set by the interface represents a threshold value for setting supervision requirements, and if the service personnel does not configure the index parameter on the interface, the code for executing the logic will not be brought into the sql statement.

It should be noted that, different service scenario demands correspond to different demand logics, so that it may be necessary to add index parameters to perform auxiliary processing, and the embodiment of the present application does not specifically limit the added index parameters, and the above is merely illustrative, so that different index parameters can be added to an index template by dynamically splicing sql statements, and when a service person configures different index parameters to the index template, different index rule logics can be implemented, and a supervision result can be obtained by executing the spliced sql statements.

Therefore, the application provides an index rule generating method, which can further call a corresponding index template from a predefined template library based on the service scene requirement by acquiring the service scene requirement and the supervision data required by the service scene requirement; further judging whether index parameters corresponding to the index templates meet the service scene requirements or not; if yes, responding to a first operation of setting index parameters by a user, splicing based on code sentences corresponding to the index parameters, generating first operation logic of an index rule, and further generating the index rule based on the first operation logic and supervision data; if not, responding to a second operation of setting index parameters by a user, acquiring target index parameters meeting the requirements of the service scene from a predefined template library, splicing based on code sentences corresponding to the target index parameters, generating second operation logic of an index rule, and further generating the index rule based on the second operation logic and supervision data, wherein the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement; the code statement corresponding to each index parameter is programmed in advance, a technician does not need to wait for adaptive programming aiming at each index rule, and the required index rule can be formed by only calling the appropriate index parameter, so that the free combination of the template and the index template parameter can be realized, different rule logics are further formed, a configured index rule implementation mode is provided through a self-defined collocation mode, and the flexibility, the configurability and the response speed of the system to the supervision requirement are improved.

Exemplary, fig. 3 is a schematic flow chart of generating a customized index rule according to an embodiment of the present application, as shown in fig. 3, by selecting a suitable index template, where the index template provides index template parameters (index parameters) with individuation, the index template parameters correspond to the index template, different index templates have different index template parameters, further, a service person selects an index template parameter meeting the index rule under the template, and accordingly, the service person may add the index template parameter according to a new requirement (service scene requirement) to form the customized index rule, and as the template parameter increases, the index template and the index template parameter may be freely combined to form more index rules meeting the condition.

Therefore, the method and the system can realize the custom configuration of the index rule, realize the supervision rule logic without manual large-scale hard coding, only manually select the index template and index template parameters for configuration, or provide more combination modes by adding new index template parameters by service personnel, wherein the addition of the new index template parameters usually only needs a small amount of programming, and the new index template and the corresponding rule can be repeatedly used, so that any subsequent processing is not needed, the requirements can be responded quickly, and the system functionality is improved.

In this embodiment of the present application, the initial supervision data may refer to all data to be monitored generated by a transaction, and since the initial supervision data is large in quantity, all data to be monitored need not be acquired when performing a supervision task, and therefore, the initial supervision data is subjected to operation processing, so as to obtain supervision data meeting the requirements of a service scenario.

In the step, the data to be monitored can be obtained, related operation is carried out on the obtained data, then the operation result is compared with a set supervision threshold, and supervision data required by meeting the supervision requirement in the transaction behavior is determined by judging whether the set threshold requirement is met or not, wherein the supervision data is 20 # data of each month in investment date.

It should be noted that, for the display mode of the supervision result corresponding to one type of supervision rule, the result field obtained by running one type of supervision rule is also common, and the data type of the required data and the field code fed back can be determined by analyzing the commonality, where the field code is expressed in a form of a segment of sql statement that obtains the corresponding field from a specific table or view, such as t1.Column1, t2.Column2, etc.

Specifically, the data type corresponding to the supervision data can be determined based on the service scene requirement, the field code corresponding to the index template can be determined based on the data type, the field code is a corresponding public field in the template, the public fields are defined according to the result field in the code statement corresponding to the index template, the number of the public fields can be increased according to the requirement, and further, the corresponding index template can be called from the predefined template library by using the field code.

Because the index templates have diversity and the configured index parameters also have diversity, the embodiment of the application can determine the called index template based on the supervision data required by the service scene requirement and the data type corresponding to the supervision data, find the adaptive index template, improve the accuracy of the call, and the index template is formed by the representation of common points (data types) in the extraction rule major class.

In this step, the parameter table is a table storing code sentences corresponding to index parameters in advance, and parameter names of the index parameters are also stored in the parameter table, that is, the code sentences corresponding to the index parameters can be called from the parameter table based on the parameter names, and the number of the parameter tables can be more than one, which is not particularly limited in the embodiment of the present application.

It should be noted that, in the embodiment of the present application, a dynamic association relationship in the data table may be added as required, where the association relationship may be defined according to a logic rule for acquiring data by using an index template, and different logic rules for processing different templates may also have different data acquisition manners.

Optionally, if the first operation corresponds to no selection and setting operation by the user, the logic code is not spliced dynamically, and the index rule corresponding to the index template, that is, the index rule corresponding to the index template stored in advance in the predefined template library, can be directly called.

Therefore, the embodiment of the application can provide a manual supervision rule establishing mode, greatly shortens the manual programming process, provides adaptive index parameters for each index template, can realize personalized configuration of the supervision rule due to diversity of the index parameters, and realizes different realization logics of the same type of index rule, namely the same index template, and can correspond to different operation logics by selecting different index parameters.

In this embodiment of the present application, the preset requirement may refer to meeting the corresponding supervision requirement under different service scenarios, that is, may supervise the data corresponding to the transaction behavior, and determine whether the data is the processing result required by the service scenario.

In this step, after the service personnel completes the custom configuration of the index parameters corresponding to the index template through the interface, the supervision data may be subjected to supervision processing based on the first operation logic, for example, the violation data may be obtained according to the following operation logic: the security product belongs to a range containing security type parameter values, the redeemable day of the security product is more than 10 trading days away from the current trading day, the illegal data is a supervision prompt result, further, whether the supervision prompt result meets supervision requirements is judged, if yes, an index rule is generated based on first operation logic and the selected index parameter, and accordingly, the supervision prompt result can be displayed on a display interface to prompt business personnel to achieve the supervision requirements.

Optionally, if the supervision and prompt result does not meet the preset requirement, the obtained result data is equivalent to the result data that does not meet the supervision requirement, and correspondingly, the application may further write other judgment logic meeting the rule according to the requirement in the manner of sql statement to determine whether the supervision and prompt result meets the preset requirement, which is not limited in particular in the embodiment of the application.

Therefore, the embodiment of the application can utilize the arithmetic logic to preprocess the supervision data, determine whether the requirements are met, and improve the accuracy of the generated index rule.

In this embodiment of the present application, the parameter information may include an attribute of an index parameter, a name of the index parameter, or a keyword in the index parameter, that is, a user knows the general content or meaning of expression of the index parameter, and based on the parameter information, the index parameter name and the index parameter stored in the parameter table may be determined, where the index parameter name and the index parameter stored in the parameter table are unique, and the embodiment of the present application does not limit specific content corresponding to the parameter information.

In this step, in order to implement custom configuration of the index templates and index parameters, sql language logic writing may be performed for each index template, that is, basic information such as processor information, index template names, etc. corresponding to each index template is stored in an index template data table, as shown in table 1, where the processor information is a code statement corresponding to the index template, and the code statement is an sql logic code statement, such as an sql logic code statement corresponding to the processor a; meanwhile, aiming at index template parameters, corresponding index template parameter information is stored in an index template parameter table in a mode of pre-writing logic processing codes, as shown in a table 2; further, an association relationship is established between the two tables, namely, the index template and the index parameter are associated.

TABLE 1 index template data sheet

Template name	Template processor name
		A	Processor A
B	Processor B
		C	Processor C

TABLE 2 index template parameter Table

Template name	Template parameter name
		A	a，b，c
B	a，c，d
		C	a，c

Different index parameters may exist between different templates, and the same index parameters may also exist, where different index parameters are developed for the specific characteristics of each index template, and the same index parameters are developed for the commonalities existing between templates.

Specifically, when the service personnel performs index parameter configuration on the interface, if a template A is selected, a, b and c parameters which can be selected for the template A are selected; if the template B is selected, the parameters which can be selected aiming at the template B are three, namely a, C and d, if the template C is selected, the parameters which can be selected aiming at the template C are two, and business personnel can complete different supervision rule configuration in a mode of freely collocating and selecting index templates and template parameters. If the A template is determined based on the service scene requirement, and the service personnel selects the B and c parameters (first index parameters) in the optional parameters of the template in the interface, but the B and c parameters are insufficient to meet the service scene requirement, the d parameter (second index parameters) can be called from the template B and summarized in response to the second operation of searching the B, c and d input by the user, so as to obtain the target index parameter, further, based on the parameter names corresponding to the B, c and d parameters, the code statement corresponding to the target index parameter is called from the parameter table, and the code statement is spliced based on the assignment operation of the service personnel, so that the second operation logic of the index rule is generated.

Further, after the configuration of the service is completed at the interface, the second operation logic and the target index parameter are utilized to generate the index rule, and the template information, the parameter information and the like used by the index rule are stored in the custom index rule configuration table, as shown in table 3, when the supervision task is processed in the follow-up, the corresponding information after the template A is updated can be obtained from the custom index rule configuration table.

TABLE 3 custom index rule configuration Table

Rule name	Rule template name	Rule parameter names
			Rule 1	Template A	b、c、d
Rule 2	Template B	a、c、d

When the index template parameters are selected, the business personnel can configure the index template parameters according to the supervision rules achieved by the business scene requirements, not all the index parameters need to be used, and the business personnel can select the required index parameters by themselves.

Therefore, the embodiment of the application can manually add the index rule meeting the requirement by manually configuring the index template and the index template parameters, namely, code modification is not needed when the index rule of the same type is newly added later, code sentences corresponding to the added index parameters can be directly used, rule logic which needs technicians to complete through a hard coding mode in the past is reduced, the coupling between codes is reduced, and the flexibility is improved.

Optionally, the method further comprises:

In this embodiment of the present application, the initialization information may refer to sql logic corresponding to a spliced index rule, and by initializing each index rule, a supervisory task may be performed.

Fig. 4 is a schematic flow chart of executing a custom index rule, as shown in fig. 4, where when executing a custom index rule task, a processor may load initialization information corresponding to the custom index rule (i.e. index rule) from a relevant data table, and may generate, by using the initialization information, a corresponding sql script according to a configuration assembly index template and index template parameters, where the sql script is an index rule adapted to a monitored object, and further, when the loaded sql index rule acts on the monitored object, a monitoring task may be executed, and a monitoring result may be generated after the monitoring task is executed.

It should be noted that, because the system has already established the association relationship between the index rule and the supervision object, the supervision task can be executed based on the execution script for generating the supervision object, and the association logic manner between the two is not repeated here.

Therefore, the embodiment of the application can execute task supervision, so that the system can quickly respond to market supervision requirements, and the timeliness of the system to supervision requirements is improved.

Optionally, the method further comprises:

In this embodiment of the present application, the alarm information may refer to information for reminding a user that the supervision result does not meet the supervision requirement, for example, the supervision requirement is that a stock holding exists in the portfolio and the redeemable date of the stock is less than 10, but the abnormal data in the supervision data is that a stock holding exists in the portfolio and the redeemable date of the stock is more than 10, and then the alarm information is generated based on the abnormal data and related prompts are performed to the business personnel.

The method for displaying the alarm information in a visual manner is not particularly limited in the embodiment of the application, and the alarm information can be sent to the terminal equipment of the user in a short message mode or can be directly displayed on the display equipment corresponding to the system in a text manner.

Therefore, the embodiment of the application can generate the alarm prompt aiming at the abnormality encountered in the supervision process, so that a user can find the abnormality in time, and the loss caused by risks is reduced.

In the foregoing embodiments, the index rule generating method provided in the embodiments of the present application is described, and in order to implement each function in the method provided in the embodiments of the present application, the electronic device as the execution body may include a hardware structure and/or a software module, and each function may be implemented in the form of a hardware structure, a software module, or a hardware structure plus a software module. Some of the functions described above are performed in a hardware configuration, a software module, or a combination of hardware and software modules, depending on the specific application of the solution and design constraints.

For example, fig. 5 is a schematic structural diagram of an indicator rule generating device provided in an embodiment of the present application, and as shown in fig. 5, the device includes: a calling module 510, a judging module 520, a first generating module 530 and a second generating module 540; the invoking module 510 is configured to obtain a service scenario requirement and supervision data required by the service scenario requirement, and invoke a corresponding index template from a predefined template library based on the service scenario requirement; the index template is configured with at least one index parameter; each index parameter corresponds to an executed code statement;

The judging module 520 is configured to judge whether an index parameter corresponding to the index template meets the service scenario requirement;

the first generating module 530 is configured to, when the index parameter corresponding to the index template meets the service scenario requirement, respond to a first operation of setting the index parameter by a user, splice based on a code statement corresponding to the index parameter, generate a first operation logic of an index rule, and generate the index rule based on the first operation logic and the supervision data;

the second generating module 540 is configured to, when the index parameter corresponding to the index template does not meet the service scenario requirement, obtain, in response to a second operation of setting the index parameter by the user, a target index parameter meeting the service scenario requirement from a predefined template library, splice based on a code statement corresponding to the target index parameter, generate a second operation logic of an index rule, and generate the index rule based on the second operation logic and the supervision data.

Optionally, the calling module 510 is specifically configured to:

Optionally, the first generating module 530 includes a splicing unit and a first generating unit; the splicing unit is used for:

Optionally, the first generating unit is configured to:

Optionally, the second generating module 540 is specifically configured to:

Optionally, the apparatus further includes an execution module, where the execution module is configured to:

Optionally, the device further includes an alarm module, where the alarm module is configured to:

The specific implementation principle and effect of the index rule generating device provided in the embodiment of the present application may refer to the relevant description and effect corresponding to the foregoing embodiment, and will not be repeated herein.

The embodiment of the application also provides a schematic structural diagram of an electronic device, and fig. 6 is a schematic structural diagram of an electronic device provided in the embodiment of the application, as shown in fig. 6, the electronic device may include: a processor 601 and a memory 602 communicatively coupled to the processor; the memory 602 stores a computer program; the processor 601 executes the computer program stored in the memory 602, causing the processor 601 to perform the method as described in any one of the embodiments above.

Wherein the memory 602 and the processor 601 may be connected by a bus 603.

Embodiments of the present application also provide a computer-readable storage medium storing computer program execution instructions that, when executed by a processor, are configured to implement a method as described in any of the foregoing embodiments of the present application.

The embodiment of the application also provides a chip for executing instructions, wherein the chip is used for executing the method in any of the previous embodiments executed by the electronic equipment in any of the previous embodiments of the application.

Embodiments of the present application also provide a computer program product comprising a program code for performing a method as in any of the preceding embodiments of the present application performed by an electronic device, when the computer program runs on the computer program.

In the technical scheme of the application, the related information such as financial data or user data is collected, stored, used, processed, transmitted, provided, disclosed and the like, which accords with the regulations of related laws and regulations and does not violate the popular regulations of the public order.

In the several embodiments provided in this application, it should be understood that the disclosed apparatus and method may be implemented in other ways. For example, the apparatus embodiments described above are merely illustrative, e.g., the division of modules is merely a logical function division, and there may be additional divisions of actual implementation, e.g., multiple modules or components may be combined or integrated into another system, or some features may be omitted, or not performed. Alternatively, the coupling or direct coupling or communication connection shown or discussed with each other may be an indirect coupling or communication connection via some interfaces, devices or modules, which may be in electrical, mechanical, or other forms.

The modules illustrated as separate components may or may not be physically separate, and components shown as modules may or may not be physical units, may be located in one place, or may be distributed over multiple network units. Some or all of the modules may be selected according to actual needs to implement the solution of this embodiment.

In addition, each functional module in each embodiment of the present application may be integrated in one processing unit, or each module may exist alone physically, or two or more modules may be integrated in one unit. The units formed by the modules can be realized in a form of hardware or a form of hardware and software functional units.

The integrated modules, which are implemented in the form of software functional modules, may be stored in a computer readable storage medium. The software functional modules described above are stored in a storage medium and include instructions for causing a computer device (which may be a personal computer, a server, or a network device, etc.) or processor to perform some of the steps of the methods described in various embodiments of the present application.

It should be appreciated that the processor may be a central processing unit (Central Processing Unit, CPU for short), other general purpose processors, digital signal processor (Digital Signal Processor, DSP for short), application specific integrated circuit (Application Specific Integrated Circuit, ASIC for short), etc. A general purpose processor may be a microprocessor or the processor may be any conventional processor or the like. The steps of a method disclosed in connection with the present application may be embodied directly in a hardware processor for execution, or in a combination of hardware and software modules in a processor for execution.

The Memory may include a high-speed random access Memory (Random Access Memory, abbreviated as RAM), and may further include a Non-volatile Memory (NVM), such as at least one magnetic disk Memory, and may also be a U-disk, a removable hard disk, a read-only Memory, a magnetic disk, or an optical disk.

The bus may be an industry standard architecture (Industry Standard Architecture, ISA) bus, an external device interconnect (Peripheral Component Interconnect, PCI) bus, or an extended industry standard architecture (Extended Industry Standard Architecture, EISA) bus, among others. The buses may be divided into address buses, data buses, control buses, etc. For ease of illustration, the buses in the drawings of the present application are not limited to only one bus or one type of bus.

The storage medium 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 (Electrically Erasable Programmable Read Only Memory, EEPROM), erasable programmable Read-Only Memory (Erasable Programmable Read-Only Memory, EPROM), programmable Read-Only Memory (Programmable Read-Only Memory, PROM), read-Only Memory (ROM), magnetic Memory, flash Memory, magnetic disk, or optical disk. A storage media may be any available media that can be accessed by a general purpose or special purpose computer.

An exemplary storage medium is coupled to the processor such the processor can read information from, and write information to, the storage medium. In the alternative, the storage medium may be integral to the processor. The processor and the storage medium may reside in an application specific integrated circuit (Application Specific Integrated Circuits, ASIC for short). It is also possible that the processor and the storage medium reside as discrete components in an electronic device or a master device.

The foregoing is merely a specific implementation of the embodiments of the present application, but the protection scope of the embodiments of the present application is not limited thereto, and any changes or substitutions within the technical scope disclosed in the embodiments of the present application should be covered by the protection scope of the embodiments of the present application. Therefore, the protection scope of the embodiments of the present application shall be subject to the protection scope of the claims.

Claims

1. An index rule generation method, characterized in that the method comprises:

2. The method of claim 1, wherein obtaining business scenario requirements and regulatory data required by the business scenario requirements and invoking corresponding index templates from a predefined template library based on the business scenario requirements, comprises:

3. The method of claim 1, wherein in response to a first operation of setting an index parameter by a user, performing concatenation based on a code statement corresponding to the index parameter, generating first operation logic of an index rule, comprising:

4. The method of claim 3, wherein generating an indicator rule based on the first operational logic and the regulatory data comprises:

5. The method of claim 1, wherein in response to a second operation of setting an index parameter by a user, obtaining a target index parameter meeting the service scene requirement from a predefined template library, and splicing based on a code statement corresponding to the target index parameter, generating a second operation logic of an index rule, including:

6. The method according to any one of claims 1-5, further comprising:

7. The method of claim 6, wherein the method further comprises:

8. An index rule generating device, characterized in that the device comprises:

9. An electronic device, comprising: a processor, and a memory communicatively coupled to the processor;

the memory stores computer-executable instructions;

The processor executes computer-executable instructions stored in the memory to implement the method of any one of claims 1-7.

10. A computer readable storage medium storing computer executable instructions which when executed by a processor are adapted to carry out the method of any one of claims 1 to 7.

11. A computer program product comprising program code for performing the method of any of claims 1-7 when the computer program is run by a computer.