CN116664066A - Method and system for managing enterprise planning income and actual income - Google Patents
Method and system for managing enterprise planning income and actual income Download PDFInfo
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Abstract
The invention provides a method and a system for managing enterprise planning income and actual income, wherein the method comprises the following steps: step 1, based on an image recognition technology, recognizing invoice images uploaded by staff to obtain invoice information, and converting the invoice information into structured data to generate actual income details; step 2, acquiring target customer information retrieval associated plan income details according to preset matching person priority, judging whether the associated plan income details can be matched with actual income details or not, and judging that the actual income details are mismatching data if the actual income details cannot be matched; step 3, carrying out manual matching on the error matching data or carrying out data modification on the matched result to obtain a manual matching result or a data modification result, and executing step 4; and 4, searching the full actual income details based on the full planned income details, and returning the associated actual income details associated with the planned income details to the front end for virtual line rolling display to ensure the authenticity of the actual income data.
Description
Technical Field
The present invention relates to the field of data processing technology, and in particular, to a method and system for managing enterprise planning revenues and actual revenues.
Background
Since the business users often have not signed a contract when reporting the planned income, the planned income and the actual income have deviation, and the planned income and the actual income have a many-to-many relationship, and the planned income and the actual income are difficult to be related only through a system level. Thus, most administrators choose to have users manually report actual revenue on planned revenue, but this approach has difficulty guaranteeing the authenticity of the actual revenue data. The present invention thus proposes a method and system for managing enterprise planning revenues and real revenues.
Disclosure of Invention
The invention provides a method and a system for managing enterprise planning income and actual income, which are used for solving the problems, realizing the autonomous identification of invoice pictures and the automatic matching of income data, reducing the workload of employee data input and data matching, and improving the accuracy of the association of planning income detail and actual income detail data. And the final association result is displayed through the display form of the data association, so that a manager can conveniently and clearly see the corresponding relation between the planned income and the actual income, and the manager can be helped to better complete item tracking. The performance problem caused by a large number of data front-end merging cells possibly existing is solved through a virtual line scrolling technology. The manual modification and matching functions are provided, so that special conditions such as incorrect customer information identification, incorrect customer information in a system, multiple same incomes in one contract, identical incomes in different contracts of the same customer, incorrect report of planning income data, many-to-many relation between planning income and actual income and the like are processed, each modification of staff is recorded, and a manager can master the actual plan execution condition conveniently, so that users are prevented from reporting and modifying randomly.
A method of managing enterprise planning revenues and actual revenues, comprising:
step 1: based on an image recognition technology, recognizing invoice images uploaded by staff to obtain invoice information, converting the invoice information into structured data, generating actual income details, and executing the step 2;
step 2: acquiring target customer information retrieval associated plan income details according to preset matching person priority, judging whether the associated plan income details can be matched with actual income details, if not, judging that the actual income details are mismatching data, and executing the step 3; if the matching is possible, executing the step 4;
step 3: carrying out manual matching on the error matching data or carrying out data modification on the matched result to obtain a manual matching result or a data modification result, and executing the step 4;
step 4: and searching the total actual income details based on the total planned income details, and returning the associated actual income details associated with the planned income details to the front end for virtual row scrolling display.
Preferably, in a method of managing enterprise planning revenues and actual revenues, step 1 comprises:
after angle adjustment is carried out on invoice pictures uploaded by staff, cutting the invoice pictures according to a standard rectangular frame to obtain a standard identification image;
identifying the standard identification image based on an image identification technology to obtain invoice information;
and according to the standard data structure, carrying out semantic conversion on the invoice information to obtain structural conversion data, and generating actual income details.
Preferably, in a method for managing enterprise planning revenues and actual revenues, according to a standard data structure, performing semantic conversion on the invoice information to obtain structural conversion data, and generating actual revenue details, including:
inputting the invoice information into a preset invoice data word segmentation board, and performing multi-stage word segmentation on the invoice information by the invoice data word segmentation board;
when the semantic meaning of the invoice information is the same as the target word meaning of the current stage, temporarily registering the same information in the current stage, and sending the rest information to the next word segmentation stage until the invoice information is completely registered;
acquiring a standard data structure, filling temporary register contents in an invoice data word segmentation board to positions corresponding to the standard data structure, and generating actual income details;
the word segmentation framework of the invoice data word segmentation plate is the same as that of the standard data structure.
Preferably, in a method of managing enterprise planning revenues and actual revenues, step 2 comprises:
determining a first target of actual income details according to the priority of a preset matching task;
inquiring in a unified social credit code of a client prestored in the system based on an identification number corresponding to the first target, judging whether a matched social credit code exists, judging that the first matching is successful if the matched social credit code exists, and acquiring a first matching result;
otherwise, determining a second target of the actual income detail, inquiring in a customer name prestored in the system based on the name of the second target, judging whether a matched customer exists, if so, judging that the first matching is successful, and acquiring a first matching result; if the actual income details do not exist, judging that the actual income details fail to match, and executing the step 3 by taking the actual income details as error matching data;
after the first matching is successful, confirming a target client according to a first matching result, acquiring an associated contract and an associated item of the target client, confirming an associated plan income detail of the client, and carrying out second matching on the associated plan income detail and an actual income detail based on a preset matching rule;
if the second matching is successful, correlating the matched correlation plan income details with the actual income details, and executing the step 4;
otherwise, judging that the actual income detail fails to match, and executing the step 3 by taking the actual income detail as error matching data;
preferably, in a method for managing enterprise planning revenues and actual revenues, performing a second matching of the associated planning revenues with actual revenues based on preset matching rules, including:
based on the similarity of the data structures of the associated plan income details and the actual income details, establishing a data mapping relation, carrying out bidirectional data layering, and respectively carrying out data layering on all the associated plan income details and the actual income details to obtain a plurality of data layers;
mapping the plurality of data layers according to the data mapping relation to obtain a hierarchical mapping relation;
according to the revenue detail data matching characteristics, determining key matching content and non-key matching content in the revenue detail, and referring to the key matching content and the non-key matching content, performing key screening on the data layer to obtain a matching data layer;
pairing the matched data layers based on the hierarchical mapping relation to obtain paired data layers, comparing corresponding data contents between the paired data layers, and judging that the associated plan income details corresponding to the paired data layers are matched with the actual income details when the data contents are consistent;
otherwise, judging that the associated plan income details corresponding to the paired data layers are not matched with the actual income details.
Preferably, in a method of managing enterprise planning revenues and actual revenues, step 4 comprises:
searching the total actual income details based on the total planned income details list order, and judging whether each planned income detail has an associated actual income detail or not;
if the plan income details exist, acquiring the number of the actual income details associated with the plan income details, combining the associated actual income details corresponding to the associated plan income details when the plan income details exist with a plurality of associated actual income details, acquiring a combined result, and returning the combined result to the front end for virtual line rolling display;
when the plan income detail has only one relevant actual income detail, returning the relevant actual income detail to the front end for virtual row rolling display;
if not, the associated actual revenue detail of the planned revenue detail is judged to be empty.
Preferably, step 3 of a method of managing enterprise planning revenues and actual revenues comprises:
performing operation monitoring on the plan input detail, and when staff performs data modification on the recorded plan income detail or the actual income detail, acquiring corresponding modification information to generate a modification log;
wherein the modification information comprises modification time, modifier and modification content;
meanwhile, based on the modification time of the modification logs and the information of the modifier, judging whether each modification log is a continuous operation log, and if so, merging a plurality of continuous operation logs to generate a new modification log.
Preferably, a method of managing enterprise planning revenues and actual revenues further comprises:
after the modification log is generated, a history modification record is obtained, the history modification record is divided into two data groups according to the modification object attribute, and two corresponding income detail blank templates are generated;
respectively identifying historical modification records in the two data groups, determining modification positions corresponding to the historical modification records, and respectively marking the modification positions on the income detail blank templates corresponding to each data group;
when the number of modification times of the same modification position exceeds a preset value, judging the position as a data error prone position, prompting the data error prone position with a highlighting color, and canceling the highlighting color after manually confirming that the data is correct.
Preferably, a method of managing enterprise planning revenues and actual revenues further comprises:
after the modification log is generated, the operation authority of the staff on the modification log is set according to the staff identity information.
A system for managing enterprise planning revenues and actual revenues, comprising:
the image recognition module is used for recognizing invoice images uploaded by staff based on an image recognition technology, obtaining invoice information, converting the invoice information into structured data and generating actual income details;
the data matching module is used for acquiring target customer information retrieval associated plan income details according to preset matching character priority, judging whether the associated plan income details can be matched with the actual income details or not, judging that the actual income details are mismatching data if the actual income details cannot be matched, and sending the mismatching data to the manual allocation module; if the matching is possible, sending the matching result to a display processing module;
the manual allocation module is used for manually matching the error matching data or carrying out information adjustment on the matched result to obtain a manual matching result or an information adjustment result, and sending the manual matching result or the information adjustment result to the display processing module;
and the display processing module is used for searching the total actual income details based on the total planned income details and returning the associated actual income details related to the planned income details to the front end for display.
Additional features and advantages of the invention will be set forth in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention. The objectives and other advantages of the invention will be realized and attained by the structure particularly pointed out in the written description and claims thereof as well as the appended drawings.
The technical scheme of the invention is further described in detail through the drawings and the embodiments.
Drawings
The accompanying drawings are included to provide a further understanding of the invention and are incorporated in and constitute a part of this specification, illustrate the invention and together with the embodiments of the invention, serve to explain the invention. In the drawings:
FIG. 1 is a flow chart of a method of managing enterprise planning revenues and actual revenues in accordance with the present invention;
FIG. 2 is a flow chart of a method of managing enterprise planning revenues and actual revenues of step 1 of the present invention;
FIG. 3 is a flow chart of a method of managing enterprise planning revenues and actual revenues, step 2, in accordance with the present invention;
FIG. 4 is a flow chart of a method of managing enterprise planning revenues and actual revenues of step 4 of the present invention;
FIG. 5 is a schematic diagram of a system for managing enterprise planning revenues and real world revenues in accordance with the present invention.
Detailed Description
The preferred embodiments of the present invention will be described below with reference to the accompanying drawings, it being understood that the preferred embodiments described herein are for illustration and explanation of the present invention only, and are not intended to limit the present invention.
Example 1:
the present invention provides a method of managing enterprise planning revenues and actual revenues, as shown in FIG. 1, comprising:
step 1: based on an image recognition technology, recognizing invoice images uploaded by staff to obtain invoice information, converting the invoice information into structured data, generating actual income details, and executing the step 2;
step 2: acquiring target customer information retrieval associated plan income details according to preset matching person priority, judging whether the associated plan income details can be matched with actual income details, if not, judging that the actual income details are mismatching data, and executing the step 3; if the matching is possible, executing the step 4;
step 3: carrying out manual matching on the error matching data or carrying out data modification on the matched result to obtain a manual matching result or a data modification result, and executing the step 4;
step 4: and searching the total actual income details based on the total planned income details, and returning the associated actual income details associated with the planned income details to the front end for virtual row scrolling display.
In this embodiment, the staff member uploads invoice images including, but not limited to, a single invoice image and a PDF file of the invoice.
In this embodiment, the invoice information includes key information such as the name of the buyer, the identification number of the payer, the amount of the invoice list, the tax rate, the tax amount, and the like.
In this embodiment, the structured data refers to a data structure that meets display requirements.
In this embodiment, the preset matching person priority refers to a preset order in which actual income details match the usage targets, and the first target is higher than the second target, where the first target is only the purchaser tax payer; the second target represents the name of the purchaser.
In this embodiment, the mismatching data refers to an actual revenue detail that the system cannot perform automatic matching, that is, an actual revenue detail that the first matching or the second matching is unsuccessful.
In this embodiment, the specific steps of the virtual line scrolling display include:
fixing the height of each running of the display page, and acquiring the height of a visible area;
dividing the height of the visual area by the fixed height of each row to obtain the data volume to be rendered;
when the mouse scrolls or drags the scroll bar, calculating the offset according to the scrolling speed, and increasing the rendered data according to the calculated offset, and rendering the increased rendered data.
The beneficial effects of the embodiment are that: the invention completes the autonomous identification of invoice pictures and the automatic matching of income data, reduces the workload of employee data input and data matching, and improves the accuracy of the association of planned income details and actual income detail data. And the final association result is displayed through the display form of the data association, so that a manager can conveniently and clearly see the corresponding relation between the planned income and the actual income, and the manager can be helped to better complete item tracking. The performance problem caused by a large number of data front-end merging cells possibly existing is solved through a virtual line scrolling technology. The manual modification and matching functions are provided, so that special conditions such as incorrect customer information identification, incorrect customer information in a system, multiple same incomes in one contract, identical incomes in different contracts of the same customer, incorrect report of planning income data, many-to-many relation between planning income and actual income and the like are processed, each modification of staff is recorded, and a manager can master the actual plan execution condition conveniently, so that users are prevented from reporting and modifying randomly.
Example 2:
on the basis of embodiment 1, step 1, as shown in fig. 2, includes:
step 101: after angle adjustment is carried out on invoice pictures uploaded by staff, cutting the invoice pictures according to a standard rectangular frame to obtain a standard identification image;
step 102: identifying the standard identification image based on an image identification technology to obtain invoice information;
step 103: and according to the standard data structure, carrying out semantic conversion on the invoice information to obtain structural conversion data, and generating actual income details.
In the embodiment, angle adjustment and cutting are performed on the invoice picture based on OpenCV, and binarization processing is performed on the invoice picture by using OpenCV after cutting, so that the picture contrast is improved; and carrying out feature extraction and dimension reduction on the processed picture, delivering the extracted features to a classifier for classification, and correcting the classification result to obtain a standard identification image. The OpenCV is an open source function library for image processing, analysis and machine vision.
In this embodiment, the standard data structure refers to a data structure for displaying revenue details (including planned revenue details and actual revenue details).
The beneficial effects of the embodiment are that: according to the invention, after angle adjustment is carried out on invoice pictures uploaded by staff, the invoice pictures are cut according to a standard rectangular frame, so that a standard identification image is obtained; identifying the standard identification image based on an image identification technology to obtain invoice information; according to a standard data structure, semantic conversion is carried out on the invoice information to obtain structure conversion data, actual income details are generated, automatic data input is realized through an image recognition technology, staff workload is reduced, and data input error rate is reduced.
Example 3:
on the basis of embodiment 2, before performing step 101, the method further includes:
evaluating the definition of the invoice picture uploaded by the staff, comprising:
the gray value of each pixel point of the invoice image is obtained, the effective area of the invoice image is determined, the invoice text occupation ratio is predicted based on the effective area, and the effective definition of the invoice image is calculated according to the following formula:
wherein θ represents the definition of the invoice picture; l represents the total number of gray levels, typically 256; p (P) i Representing the probability of the pixel with the gray value of i in the effective area of the invoice image; alpha represents a character duty ratio predicted value in the effective area of the invoice image; gamma represents an error compensation coefficient, and the value is (0, 1);
when the effective definition value of the invoice picture is larger than or equal to a preset threshold value, judging that the invoice picture is qualified, and executing step 101;
otherwise, judging that the invoice picture is unqualified, and informing staff to upload the invoice picture again.
In this embodiment, the effective area refers to a picture corresponding to the invoice itself except for the invoice picture shooting background.
The beneficial effects of the embodiment are that: the invention evaluates the effective definition of the upper text of the image uploaded by the staff, avoids the reduction of the graphic identification quality caused by unclear invoice picture text, ensures that the uploaded picture is qualified, and provides guarantee for the accurate entry of the actual income details.
Example 4:
on the basis of embodiment 2, according to a standard data structure, performing semantic conversion on the invoice information to obtain structural conversion data, and generating actual income details, including:
inputting the invoice information into a preset invoice data word segmentation board, and performing multi-stage word segmentation on the invoice information by the invoice data word segmentation board;
when the semantic meaning of the invoice information is the same as the target word meaning of the current stage, temporarily registering the same information in the current stage, and sending the rest information to the next word segmentation stage until the invoice information is completely registered;
acquiring a standard data structure, filling temporary register contents in an invoice data word segmentation board to positions corresponding to the standard data structure, and generating actual income details;
the word segmentation framework of the invoice data word segmentation plate is the same as that of the standard data structure.
In this embodiment, the invoice data word segmentation board is used for segmenting the invoice data.
In this embodiment, multi-stage word segmentation refers to stepwise word segmentation, and each word segmentation stage only retains information corresponding to word senses, and other remaining information is sent to the next word segmentation stage.
In this embodiment, the target word meaning refers to a word meaning corresponding to part of invoice information that needs to be acquired in the current stage.
In this embodiment, the remaining information is remaining invoice information of invoice information registered at all stages except the current stage and before the current stage.
The beneficial effects of the embodiment are that: the invention inputs the invoice information into the preset invoice data word segmentation board, the invoice data word segmentation board carries out multi-stage word segmentation on the invoice information, when the semantic meaning in the invoice information is the same as the target word meaning in the current stage, the same information is temporarily registered in the current stage, and the rest information is sent to the next word segmentation stage until the invoice information is completely registered, the invoice data word segmentation board is used for completing the resolution of the invoice information, the preparation is carried out for data structuring, and the actual income details can be generated only by filling the temporary registration content in the invoice data word segmentation board to the corresponding position of the standard data structure in the follow-up, so that the time from image recognition to conversion into system input information is shortened, and the data input efficiency is improved.
Example 5:
on the basis of embodiment 1, step 2, as shown in fig. 3, includes:
step 201: determining a first target of actual income details according to the priority of a preset matching task;
step 202: inquiring in a unified social credit code of a client prestored in the system based on an identification number corresponding to the first target, judging whether a matched social credit code exists, judging that the first matching is successful if the matched social credit code exists, and acquiring a first matching result;
otherwise, determining a second target of the actual income detail, inquiring in a customer name prestored in the system based on the name of the second target, judging whether a matched customer exists, if so, judging that the first matching is successful, and acquiring a first matching result; if the actual income details do not exist, judging that the actual income details fail to match, and executing the step 3 by taking the actual income details as error matching data;
step 203: after the first matching is successful, confirming a target client according to a first matching result, acquiring an associated contract and an associated item of the target client, confirming an associated plan income detail of the client, and carrying out second matching on the associated plan income detail and an actual income detail based on a preset matching rule;
if the second matching is successful, correlating the matched correlation plan income details with the actual income details, and executing the step 4;
otherwise, judging that the actual income detail matching fails, and taking the actual income detail as error matching data to execute the step 3.
In this embodiment, the first matching result is a result obtained by matching the customer information corresponding to the actual income details with the customer information pre-stored in the system. The customer information corresponding to the actual income details comprises an identification number corresponding to a target and a name of a second target.
In this embodiment, the target client refers to the client to which the first match matches.
In this embodiment, the associated plan revenue detail refers to plan revenue detail corresponding to the target client associated contract and the associated project.
In this embodiment, the first matching means that the client information corresponding to the actual income details is matched with the client information pre-stored in the system; the second match refers to matching the target customer associated planned revenue detail with the actual revenue detail.
The beneficial effects of the embodiment are that: according to the invention, the target client of is first matched according to the client information, then the target client associated plan income detail is subjected to second matching with the actual income detail, and the matched associated plan income detail is associated with the actual income detail, so that automatic matching of data is completed step by step, the actual income detail with unclear client information is conveniently judged as incorrect matching data as soon as possible, invalid matching operation is avoided, data matching time is saved, and matching efficiency is improved.
Example 6:
based on embodiment 5, performing a second matching between the association plan revenue detail and the actual revenue detail based on a preset matching rule, including:
based on the similarity of the data structures of the associated plan income details and the actual income details, establishing a data mapping relation, carrying out bidirectional data layering, and respectively carrying out data layering on all the associated plan income details and the actual income details to obtain a plurality of data layers;
mapping the plurality of data layers according to the data mapping relation to obtain a hierarchical mapping relation;
according to the revenue detail data matching characteristics, determining key matching content and non-key matching content in the revenue detail, and referring to the key matching content and the non-key matching content, performing key screening on the data layer to obtain a matching data layer;
pairing the matched data layers based on the hierarchical mapping relation to obtain paired data layers, comparing corresponding data contents between the paired data layers, and judging that the associated plan income details corresponding to the paired data layers are matched with the actual income details when the data contents are consistent;
otherwise, judging that the associated plan income details corresponding to the paired data layers are not matched with the actual income details.
In this embodiment, the data mapping relationship refers to a data correspondence relationship between the planned revenue detail and the actual revenue detail.
In this embodiment, bi-directional data layering refers to data layering of both the associated planned revenue detail and the actual revenue detail.
In this embodiment, the data layer refers to a data layer constructed by associating the revenue detail information with the same property in the planned revenue detail or the actual revenue detail, for example, the revenue amount is one data layer, and the tax rate and the tax amount are the same data layer.
In this embodiment, the hierarchical mapping relationship refers to a data layer correspondence relationship between a planned revenue detail and an actual revenue detail.
In this embodiment, the revenue detail data matching feature refers to a data feature of data used when the planned revenue detail and the actual revenue detail are matched.
In this embodiment, the key matching content refers to data that can determine whether the associated planned revenue detail and the actual revenue detail match; the non-emphasized matching content is data that cannot determine whether the associated planned revenue detail and the actual revenue detail match.
In this embodiment, the matching data layer refers to a data layer corresponding to key matching content.
In this embodiment, the pairing data layer refers to a pairing data layer, where two matching data layers are one from the associated planned revenue detail and one from the actual revenue detail.
The beneficial effects of the embodiment are that: according to the similarity of the data structure of the relevant plan income details and the actual income details, a data mapping relation is established, bidirectional data layering is carried out to obtain a plurality of data layers, the data layers are mapped according to the data mapping relation to obtain a hierarchical mapping relation, key matching contents and non-key matching contents in the income details are determined according to the income detail data matching characteristics, the key matching contents and the non-key matching contents are referred to, the data layers are subjected to key screening to obtain matching data layers, the matching data layers are matched according to the hierarchical mapping relation to obtain matching data layers, whether the relevant plan income details corresponding to the matching data layers are matched with the actual income details or not is judged according to the data content corresponding to the matching data layers, effective matching data is rapidly positioned, matching of the relevant plan income details and the actual income details is achieved according to the matching data, and data matching accuracy and data matching efficiency are improved.
Example 7:
on the basis of embodiment 1, step 4, as shown in fig. 4, includes:
searching the total actual income details based on the total planned income details list order, and judging whether each planned income detail has an associated actual income detail or not;
if the plan income details exist, acquiring the number of the actual income details associated with the plan income details, combining the associated actual income details corresponding to the associated plan income details when the plan income details exist with a plurality of associated actual income details, acquiring a combined result, and returning the combined result to the front end for virtual line rolling display;
when the plan income detail has only one relevant actual income detail, returning the relevant actual income detail to the front end for virtual row rolling display;
if not, the associated actual revenue detail of the planned revenue detail is judged to be empty.
In this embodiment, the associated actual revenue detail refers to the total actual revenue detail associated with the calculated revenue.
The beneficial effects of the embodiment are that: the invention processes the display result of the display page, combines and displays a plurality of related actual income details obtained by associating the same plan income details, ensures that the display page is concise, and simultaneously is convenient for a manager to clearly see the corresponding relation between the plan income and the actual income.
Example 8:
on the basis of embodiment 1, step 3 includes:
performing operation monitoring on the plan input detail, and when staff performs data modification on the recorded plan income detail or the actual income detail, acquiring corresponding modification information to generate a modification log;
wherein the modification information comprises modification time, modifier and modification content;
meanwhile, based on the modification time of the modification logs and the information of the modifier, judging whether each modification log is a continuous operation log, and if so, merging a plurality of continuous operation logs to generate a new modification log.
The beneficial effects of the embodiment are that: the invention provides a modification function for staff, is convenient for the staff to carry out manual modification on error information, can record each modification, prevents users from reporting at will and ensures the authenticity of the recorded actual income data by modifying at will.
Example 9:
based on embodiment 8, a method of managing enterprise planning revenues and actual revenues, further comprising:
after the modification log is generated, a history modification record is obtained, the history modification record is divided into two data groups according to the modification object attribute, and two corresponding income detail blank templates are generated;
respectively identifying historical modification records in the two data groups, determining modification positions corresponding to the historical modification records, and respectively marking the modification positions on the income detail blank templates corresponding to each data group;
when the number of modification times of the same modification position exceeds a preset value, judging the position as a data error prone position, prompting the data error prone position with a highlighting color, and canceling the highlighting color after manually confirming that the data is correct.
In the present embodiment, the modification object attribute refers to data whether modification data belongs to a planned revenue detail or an actual revenue detail.
In this embodiment, the data group refers to a data group obtained by classifying the history modification record according to the attribute of the modification object, and each of the history modification record of the planned revenue list and the history modification record of the actual revenue list corresponds to one data group.
In this embodiment, the revenue detail blank template refers to a revenue detail template that is not populated with any data.
In this embodiment, the modification position refers to the position of the modification content of the history modification record in the revenue detail blank template.
The beneficial effects of the embodiment are that: after the modification log is generated, a history modification record is obtained, the history modification record is divided into two data groups according to the attribute of the modification object, and two corresponding income detail blank templates are generated; respectively identifying historical modification records in the two data groups, determining modification positions corresponding to the historical modification records, and respectively marking the modification positions on the income detail blank templates corresponding to each data group; when the number of modification times of the same modification position exceeds a preset value, judging the position as a data error-prone position, carrying out highlighting color reminding on the data error-prone position, canceling the highlighting color after manually confirming that the data is correct, automatically confirming the error-prone data position and reminding staff to carry out data inspection, reducing the error proportion of displayed data, reducing the workload of staff data inspection and the time spent on data inspection, improving the data accuracy, and avoiding the condition of repeated modification as much as possible.
Example 10:
based on embodiment 8, a method of managing enterprise planning revenues and actual revenues, further comprising:
after the modification log is generated, the operation authority of the staff on the modification log is set according to the staff identity information.
The beneficial effects of the embodiment are that: after the modification log is generated, the invention sets the operation authority of the staff on the modification log according to the staff identity information, avoids the staff from deleting the modification log without permission, improves the log safety, and is convenient for the manager to master the actual plan execution condition.
Example 11:
the present invention provides a system for managing enterprise planning revenues and actual revenues, as shown in FIG. 5, comprising:
the image recognition module is used for recognizing invoice images uploaded by staff based on an image recognition technology, obtaining invoice information, converting the invoice information into structured data and generating actual income details;
the data matching module is used for acquiring target customer information retrieval associated plan income details according to preset matching character priority, judging whether the associated plan income details can be matched with the actual income details or not, judging that the actual income details are mismatching data if the actual income details cannot be matched, and sending the mismatching data to the manual allocation module; if the matching is possible, sending the matching result to a display processing module;
the manual allocation module is used for manually matching the error matching data or carrying out information adjustment on the matched result to obtain a manual matching result or an information adjustment result, and sending the manual matching result or the information adjustment result to the display processing module;
and the display processing module is used for searching the total actual income details based on the total planned income details and returning the associated actual income details related to the planned income details to the front end for display.
The beneficial effects of the embodiment are that: the invention completes the autonomous identification of invoice pictures and the automatic matching of income data, reduces the workload of employee data input and data matching, and improves the accuracy of the association of planned income details and actual income detail data. And the final association result is displayed through the display form of the data association, so that a manager can conveniently and clearly see the corresponding relation between the planned income and the actual income, and the manager can be helped to better complete item tracking. The performance problem caused by a large number of data front-end merging cells possibly existing is solved through a virtual line scrolling technology. The manual modification and matching functions are provided, so that special conditions such as incorrect customer information identification, incorrect customer information in a system, multiple same incomes in one contract, identical incomes in different contracts of the same customer, incorrect report of planning income data, many-to-many relation between planning income and actual income and the like are processed, each modification of staff is recorded, and a manager can master the actual plan execution condition conveniently, so that users are prevented from reporting and modifying randomly.
It will be apparent to those skilled in the art that various modifications and variations can be made to the present invention without departing from the spirit or scope of the invention. Thus, it is intended that the present invention also include such modifications and alterations insofar as they come within the scope of the appended claims or the equivalents thereof.
Claims (10)
1. A method of managing enterprise planning revenues and actual revenues, comprising:
step 1: based on an image recognition technology, recognizing invoice images uploaded by staff to obtain invoice information, converting the invoice information into structured data, generating actual income details, and executing the step 2;
step 2: acquiring target customer information retrieval associated plan income details according to preset matching person priority, judging whether the associated plan income details can be matched with actual income details, if not, judging that the actual income details are mismatching data, and executing the step 3; if the matching is possible, executing the step 4;
step 3: carrying out manual matching on the error matching data or carrying out data modification on the matched result to obtain a manual matching result or a data modification result, and executing the step 4;
step 4: and searching the total actual income details based on the total planned income details, and returning the associated actual income details associated with the planned income details to the front end for virtual row scrolling display.
2. The method of managing enterprise planning revenues and actual revenues of claim 1, comprising step 1 of:
after angle adjustment is carried out on invoice pictures uploaded by staff, cutting the invoice pictures according to a standard rectangular frame to obtain a standard identification image;
identifying the standard identification image based on an image identification technology to obtain invoice information;
and according to the standard data structure, carrying out semantic conversion on the invoice information to obtain structural conversion data, and generating actual income details.
3. The method of claim 2, wherein semantically transforming the invoice information to obtain structural transformation data based on a standard data structure to generate actual revenue details, comprising:
inputting the invoice information into a preset invoice data word segmentation board, and performing multi-stage word segmentation on the invoice information by the invoice data word segmentation board;
when the semantic meaning of the invoice information is the same as the target word meaning of the current stage, temporarily registering the same information in the current stage, and sending the rest information to the next word segmentation stage until the invoice information is completely registered;
acquiring a standard data structure, filling temporary register contents in an invoice data word segmentation board to positions corresponding to the standard data structure, and generating actual income details;
the word segmentation framework of the invoice data word segmentation plate is the same as that of the standard data structure.
4. The method of managing enterprise planning revenues and actual revenues of claim 1, comprising step 2 of:
determining a first target of actual income details according to the priority of a preset matching task;
inquiring in a unified social credit code of a client prestored in the system based on an identification number corresponding to the first target, judging whether a matched social credit code exists, judging that the first matching is successful if the matched social credit code exists, and acquiring a first matching result;
otherwise, determining a second target of the actual income detail, inquiring in a customer name prestored in the system based on the name of the second target, judging whether a matched customer exists, if so, judging that the first matching is successful, and acquiring a first matching result; if the actual income details do not exist, judging that the actual income details fail to match, and executing the step 3 by taking the actual income details as error matching data;
after the first matching is successful, confirming a target client according to a first matching result, acquiring an associated contract and an associated item of the target client, confirming an associated plan income detail of the client, and carrying out second matching on the associated plan income detail and an actual income detail based on a preset matching rule;
if the second matching is successful, correlating the matched correlation plan income details with the actual income details, and executing the step 4;
otherwise, judging that the actual income detail matching fails, and taking the actual income detail as error matching data to execute the step 3.
5. The method of claim 4, wherein second matching the associated planned revenue detail with the actual revenue detail based on a preset matching rule, comprising:
based on the similarity of the data structures of the associated plan income details and the actual income details, establishing a data mapping relation, carrying out bidirectional data layering, and respectively carrying out data layering on all the associated plan income details and the actual income details to obtain a plurality of data layers;
mapping the plurality of data layers according to the data mapping relation to obtain a hierarchical mapping relation;
according to the revenue detail data matching characteristics, determining key matching content and non-key matching content in the revenue detail, and referring to the key matching content and the non-key matching content, performing key screening on the data layer to obtain a matching data layer;
pairing the matched data layers based on the hierarchical mapping relation to obtain paired data layers, comparing corresponding data contents between the paired data layers, and judging that the associated plan income details corresponding to the paired data layers are matched with the actual income details when the data contents are consistent;
otherwise, judging that the associated plan income details corresponding to the paired data layers are not matched with the actual income details.
6. The method of managing enterprise planning revenues and actual revenues of claim 1, comprising step 4 of:
searching the total actual income details based on the total planned income details list order, and judging whether each planned income detail has an associated actual income detail or not;
if the plan income details exist, acquiring the number of the actual income details associated with the plan income details, combining the associated actual income details corresponding to the associated plan income details when the plan income details exist with a plurality of associated actual income details, acquiring a combined result, and returning the combined result to the front end for virtual line rolling display;
when the plan income detail has only one relevant actual income detail, returning the relevant actual income detail to the front end for virtual row rolling display;
if not, the associated actual revenue detail of the planned revenue detail is judged to be empty.
7. The method of managing enterprise planning revenues and actual revenues of claim 1, comprising step 3 of:
performing operation monitoring on the plan input detail, and when staff performs data modification on the recorded plan income detail or the actual income detail, acquiring corresponding modification information to generate a modification log;
wherein the modification information comprises modification time, modifier and modification content;
meanwhile, based on the modification time of the modification logs and the information of the modifier, judging whether each modification log is a continuous operation log, and if so, merging a plurality of continuous operation logs to generate a new modification log.
8. The method of managing enterprise planning revenues and actual revenues of claim 7, further comprising:
after the modification log is generated, a history modification record is obtained, the history modification record is divided into two data groups according to the modification object attribute, and two corresponding income detail blank templates are generated;
respectively identifying historical modification records in the two data groups, determining modification positions corresponding to the historical modification records, and respectively marking the modification positions on the income detail blank templates corresponding to each data group;
when the number of modification times of the same modification position exceeds a preset value, judging the position as a data error prone position, prompting the data error prone position with a highlighting color, and canceling the highlighting color after manually confirming that the data is correct.
9. A method of managing enterprise planning revenues and actual revenues as claimed in claim 7, comprising:
after the modification log is generated, the operation authority of the staff on the modification log is set according to the staff identity information.
10. A system for managing enterprise planning revenues and actual revenues, comprising:
the image recognition module is used for recognizing invoice images uploaded by staff based on an image recognition technology, obtaining invoice information, converting the invoice information into structured data and generating actual income details;
the data matching module is used for acquiring target customer information retrieval associated plan income details according to preset matching character priority, judging whether the associated plan income details can be matched with the actual income details or not, judging that the actual income details are mismatching data if the actual income details cannot be matched, and sending the mismatching data to the manual allocation module; if the matching is possible, sending the matching result to a display processing module;
the manual allocation module is used for manually matching the error matching data or carrying out information adjustment on the matched result to obtain a manual matching result or an information adjustment result, and sending the manual matching result or the information adjustment result to the display processing module;
and the display processing module is used for searching the total actual income details based on the total planned income details and returning the associated actual income details related to the planned income details to the front end for display.
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