WO2018149373A1 - 文件交互方法、系统、终端设备及介质 - Google Patents

文件交互方法、系统、终端设备及介质 Download PDF

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Publication number
WO2018149373A1
WO2018149373A1 PCT/CN2018/076257 CN2018076257W WO2018149373A1 WO 2018149373 A1 WO2018149373 A1 WO 2018149373A1 CN 2018076257 W CN2018076257 W CN 2018076257W WO 2018149373 A1 WO2018149373 A1 WO 2018149373A1
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WO
WIPO (PCT)
Prior art keywords
file
client terminal
information
product
user
Prior art date
Application number
PCT/CN2018/076257
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English (en)
French (fr)
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WO2018149373A9 (zh
Inventor
刘星
张晓玲
方晓
Original Assignee
平安科技（深圳）有限公司
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
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Publication of WO2018149373A1 publication Critical patent/WO2018149373A1/zh
Publication of WO2018149373A9 publication Critical patent/WO2018149373A9/zh

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Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/10—File systems; File servers
    • G06F16/14—Details of searching files based on file metadata
    • G06F16/148—File search processing
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90—Details of database functions independent of the retrieved data types
    • G06F16/95—Retrieval from the web
    • G06F16/955—Retrieval from the web using information identifiers, e.g. uniform resource locators [URL]
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00—Network arrangements or protocols for supporting network services or applications
    • H04L67/01—Protocols
    • H04L67/02—Protocols based on web technology, e.g. hypertext transfer protocol [HTTP]
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00—Network arrangements or protocols for supporting network services or applications
    • H04L67/01—Protocols
    • H04L67/06—Protocols specially adapted for file transfer, e.g. file transfer protocol [FTP]
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Definitions

  • the present application belongs to the field of information processing technologies, and in particular, to a file interaction method, system, terminal device, and medium.
  • financial institutions such as banks, insurance, securities, etc. can provide financial services to users through various channels, including but not limited to web channels, APP channels (such as WeChat channels, personal loan channels, etc.), telephone channels and business personnel channels. Etc.; financial business includes but is not limited to account opening, subscription, redemption, etc.
  • APP channels such as WeChat channels, personal loan channels, etc.
  • financial business includes but is not limited to account opening, subscription, redemption, etc.
  • the file templates used by different channels corresponding to the same financial service are different.
  • statistical analysis of documents is performed, only files of the same channel can be analyzed and processed. It is not possible to directly analyze and process the data of different channel files.
  • the embodiment of the present application provides a file interaction method, a system, a terminal device, and a medium, so as to solve the problem that only the files of the same channel can be analyzed and processed in the prior art.
  • a first aspect of the embodiments of the present application provides a file interaction method, including:
  • the client terminal receives the request information input by the user, and sends the request information to the server;
  • the request information includes a channel ID and a request type;
  • the preset file module includes a page layout associated with a channel ID and a request type, and the page layout is provided with a plurality of item IDs and an item padding column corresponding to the item ID;
  • the client terminal receives and displays the target file, and receives user information corresponding to the target file input by the user, and sends the user information to the server; the user information includes corresponding to the item ID Project content;
  • the server receives the user information and stores the user information in a file information table.
  • a second aspect of the embodiments of the present application provides a file interaction system, including a client terminal and a server;
  • the client terminal is configured to receive request information input by a user, and send the request information to the server; the request information includes a channel ID and a request type;
  • the server is configured to receive the request information, and determine whether there is a target file set according to the preset file template corresponding to the request information; if the target file exists, send the target file to the a client terminal;
  • the preset file module includes a page layout associated with the channel ID and the request type, and the page layout is provided with a plurality of item IDs and an item padding column corresponding to the item ID;
  • the client terminal is configured to receive and display the target file, and receive user information corresponding to the target file input by a user, and send the user information to the server; the user information includes The item content corresponding to the item ID;
  • the server is further configured to receive the user information and store the user information in a file information table.
  • a third aspect of the embodiments of the present application provides a terminal device, including a memory and a processor, where the computer stores computer readable instructions executable on the processor, the processor executing the computer The following steps are implemented when reading the instruction:
  • the request information is input by the user to the client terminal;
  • the request information includes a channel ID and a request type;
  • the preset file module includes a page layout associated with the channel ID and the request type, and the page layout is provided with a plurality of a project ID and a project fill column corresponding to the project ID;
  • the user information is when the client terminal receives and displays the target file, Entered by the user.
  • a fourth aspect of the embodiments of the present application provides a computer readable storage medium storing computer readable instructions that, when executed by a processor, implement the following steps:
  • the request information is input by the user to the client terminal;
  • the request information includes a channel ID and a request type;
  • the preset file module includes a page layout associated with the channel ID and the request type, and the page layout is provided with a plurality of a project ID and a project fill column corresponding to the project ID;
  • the user information is when the client terminal receives and displays the target file, Entered by the user.
  • the request information is first sent to the server through the client terminal to obtain the target file corresponding to the request information, and the target file is associated with the channel ID; then the user information is input based on the target file, and the user information is saved in the target file.
  • the user information includes the item content associated with the item ID. Based on the project content associated with the project ID in the file information table, the target files corresponding to different channel IDs can be analyzed and processed, and the analysis and processing process is simple and convenient.
  • Embodiment 1 is a flowchart of a file interaction method in Embodiment 1 of the present application.
  • FIG. 2 is a schematic block diagram of a file interaction system in Embodiment 2 of the present application.
  • FIG. 3 is a schematic diagram of a terminal device in Embodiment 3 of the present application.
  • Fig. 1 shows a file interaction method in this embodiment.
  • the file interaction method can be applied to a file interaction system of a financial institution such as a bank, a securities, an insurance, etc., for managing various documents of the provided financial service.
  • the file interaction system includes a client terminal and a server.
  • the client terminal and the server can be connected by a wireless network such as a WiFi network, a 3G network, and a 4G network, or a wired network.
  • the file interaction method includes the following steps:
  • the client terminal receives the request information input by the user, and sends the request information to the server; the request information includes a channel ID and a request type.
  • the client terminal may be a smart terminal such as a computer, a notebook, a smart phone, or a PAD.
  • the channel ID is used to uniquely identify the financial services provided by the financial institution. It can be a web channel, or an APP channel such as WeChat or Renren.
  • the request type is associated with the financial business that the user wants to handle, including but not limited to account opening requests, purchase requests, redemption requests, and hosting requests.
  • the financial institution may provide the user with a financial service through a webpage channel or an APP channel, wherein the channel ID is associated with the client terminal. That is, the user can upload the request information through the webpage through the computer, or upload the request information through the APP channel through the smart phone.
  • the server receives the request information, and determines whether there is a target file set according to the preset file template corresponding to the request information; if the target file exists, the target file is sent to the client terminal.
  • the preset file module includes a page layout associated with the channel ID and the request type, and the page layout is provided with a plurality of item IDs and an item padding column corresponding to the item ID.
  • the target file corresponds to the request type, including but not limited to account opening documents, purchase documents, redemption files, and custody files.
  • the preset file template is associated with the channel ID and the request type, that is, the page layout in the preset file template is associated with the channel ID, and the item ID is associated with the request type on the page layout. If the account opening documents need to include the project ID such as the user name and the user ID number, the project ID and the redemption document must include the project ID such as the purchase or redemption product name, purchase or redemption amount. Further, the page layout includes the screen size, each item ID, and the position of the corresponding item fill bar in the page layout.
  • the server is further configured to pre-store the file information table.
  • the file information table includes a plurality of file categories corresponding to the channel IDs. Each file category includes a plurality of file subclasses corresponding to the request type, and each file subclass includes a target file set according to the preset file template.
  • the server first queries the corresponding file category (including the web channel file or the APP channel file) based on the channel ID in the request information, and is in the file category (including the web channel file or the APP channel file).
  • the web channel file includes a webpage opening file, a webpage purchase document, a webpage redemption file, and a webpage trust file, etc.
  • the APP channel file includes an APP account opening document, an APP subscription file, APP redemption documents and APP trust documents, etc.
  • the client terminal receives and displays the target file, and receives the user information corresponding to the target file input by the user, and sends the user information to the server; the user information includes the item content corresponding to the item ID.
  • the target file is associated with the channel ID and the channel ID is associated with the used client terminal
  • the page layout of the target file matches the client terminal.
  • the target file displayed by the client terminal includes an item ID and an item filling column corresponding to the item ID, and the user can fill in the item content corresponding to the item ID in the item filling column to form user information.
  • S4 The server receives the user information and stores the user information in the file information table.
  • the server receives the user information uploaded by the user through the client terminal, and saves the at least one user information in the file information table, so that in the process of data sorting, the statistics can be performed based on the item content corresponding to the same item ID. Analysis, the data processing process is simple and convenient.
  • the request information is first sent to the server through the client terminal to obtain the target file corresponding to the request information, the target file is associated with the channel ID, and then the user information is input based on the target file, and The user information is saved in a file information table including the item content associated with the item ID. Based on the project content associated with the project ID in the file information table, the target files corresponding to different channel IDs can be analyzed and processed, and the analysis and processing process is simple and convenient.
  • the method interaction method further includes the following steps:
  • the client terminal receives the analysis processing instruction input by the user, and sends the analysis processing instruction to the server; the analysis processing instruction includes at least one item ID and a corresponding restriction condition.
  • the item ID in the analysis processing instruction is used to point to the item content of the desired analysis processing.
  • the server receives the analysis processing instruction, obtains a corresponding analysis list from the file information table based on the analysis processing instruction, and sends the analysis list to the client terminal.
  • the file information table may be stored in a database of the server, where the file information table is a database file, and corresponding to the analysis processing instruction is obtained by using a database query instruction based on each item ID and corresponding restriction condition in the analysis processing instruction. Analysis list.
  • the client terminal receives and displays the analysis list.
  • the client terminal displays an analysis list to enable the user who sends the analysis processing instruction to obtain the information that needs to be known in real time.
  • the analysis processing instruction is sent to the server through the client terminal, and the item ID and the corresponding restriction condition in the analysis processing instruction are as follows: : Time (within one week), product name (A) purchase amount (greater than X).
  • the server receives the analysis processing instruction, acquires an analysis list corresponding to the analysis processing instruction from the file information table, and transmits the analysis list to the client terminal.
  • the client terminal receives and displays an analysis list to enable the staff within the financial institution to obtain the information they want to know in real time.
  • the user is a staff member inside the financial institution, and the analysis processing instruction may further include a user ID.
  • the server is further configured to determine whether the user corresponding to the user ID has the right to query and obtain an analysis list corresponding to the analysis processing instruction; if the permission is obtained, the analysis list is obtained and sent to the client terminal; if there is no permission, Then send a non-authority notification to the client terminal.
  • the operation in the process of acquiring the analysis list based on the analysis processing instruction is simple and convenient, and the user who sends the analysis processing instruction can obtain the required information in real time.
  • the method interaction method further includes the following steps:
  • the client terminal receives the product query instruction input by the user, and sends the product query instruction to the server; the product query instruction includes the product ID and the product type.
  • the product ID is used to uniquely identify the product, and may be a product name or a product code (such as a stock code, a fund code, etc.).
  • the product types include closed products and open products. Closed products are products that can be redeemed at the end of the term. Open products are products that are redeemed within the time limit and can be redeemed on the redemption date.
  • the server receives the product query instruction, obtains the product information based on the product query instruction, and sends the product information to the client terminal.
  • the server determines the file type of the product information according to the product type, and determines the content of the product information according to the product ID. For example, the closed product, the product information obtained includes the price file of the product corresponding to the product ID; if the open product, the obtained product information includes the price file, the market document and the income document of the product corresponding to the product ID, etc.
  • a document based on changes in market conditions.
  • the client terminal receives and displays the product information.
  • the customer terminal displays the product information of the closed product as a price file; and displays the product information of the open product as a price file, a market document, a income document, etc., so that the user knows the product information corresponding to any product ID.
  • the product information obtained through the product query instruction is open information, and any user can send a product query instruction to the server through the client terminal to obtain, without verifying the user identity, so that any user can know the product ID in real time. Product information for subsequent purchases, redemptions, etc.
  • the method interaction method further includes the following steps:
  • the client terminal receives the historical query instruction input by the user, and sends the historical query instruction to the server; the historical query instruction includes a product ID, a file ID, and a target period.
  • the product ID is used to uniquely identify the product, and may be a product name or a product code (such as a stock code, a fund code, etc.).
  • the file ID is used to uniquely identify the file for the desired query, including but not limited to price documents, market documents, and revenue documents.
  • the target period is customized by the user.
  • the history query command is used to define a file corresponding to all file IDs of the product corresponding to the product ID that the user wants to know during the target period.
  • the historical query command may be a file ID (such as a market document) for querying the product ID (Ping An Bank stock [000001]) during the target period (in January).
  • the server receives the historical query instruction, acquires the historical file information based on the historical query instruction, and sends the historical file information to the client terminal.
  • the server receives the historical query instruction, first finds all the files corresponding to the product ID, and then searches for the file corresponding to the file ID from all the files, and then searches for the file information in the target period from the file corresponding to the file ID to form the historical file information.
  • the client terminal receives and displays the history file information.
  • the client terminal displays historical file information so that the user can more clearly understand the product corresponding to the product ID, so that the user subscribes or redeems the product based on the historical file information.
  • the historical file information obtained by the historical query instruction is open information, and any user can send a historical query instruction to the server through the client terminal to obtain, without verifying the user identity, so that any user can know the product ID in real time. Corresponding historical file information for subsequent purchase, redemption and other operations.
  • Fig. 2 shows the file interaction system in this embodiment.
  • the document interaction system can be applied to financial institutions such as banks, securities, insurance, etc., for managing various documents of the provided financial services.
  • the file interaction system includes a client terminal 10 and a server 20.
  • the client terminal 10 and the server 20 can be connected by a wireless network such as a WiFi network, a 3G network, and a 4G network, or a wired network.
  • the client terminal 10 is configured to receive request information input by the user, and send the request information to the server 20; the request information includes a channel ID and a request type.
  • the server 20 is configured to receive the request information, and determine whether there is a target file set according to the preset file template corresponding to the request information; if the target file exists, send the target file to the client terminal 10.
  • the preset file module includes a page layout associated with the channel ID and the request type, and the page layout is provided with a plurality of item IDs and an item padding column corresponding to the item ID.
  • the server 20 is further configured to pre-store the file information table.
  • the file information table includes a plurality of file categories corresponding to the channel IDs.
  • Each file category includes a plurality of file subclasses corresponding to the request type, and each file subclass includes a target file set according to the preset file template.
  • the client terminal 10 is further configured to receive an analysis processing instruction input by the user, and send the analysis processing instruction to the server 20;
  • the analysis processing instruction includes at least one item ID and a corresponding restriction condition;
  • the server 20 is further configured to receive an analysis processing instruction, obtain a corresponding analysis list from the file information table based on the analysis processing instruction, and send the analysis list to the client terminal 10.
  • the client terminal 10 is further configured to receive and display an analysis list.
  • the client terminal 10 is further configured to receive a product query instruction input by the user, and send the product query instruction to the server;
  • the product query instruction includes a product ID and a product type;
  • the server 20 is further configured to receive a product query instruction, obtain product information based on the product query instruction, and send the product information to the client terminal 10.
  • the client terminal 10 is further configured to receive and display product information.
  • the client terminal 10 is further configured to receive a historical query instruction input by the user, and send the historical query instruction to the server;
  • the historical query instruction includes a product ID, a file ID, and a target period;
  • the server 20 is further configured to receive a historical query instruction, obtain historical file information based on the historical query instruction, and send the historical file information to the client terminal 10.
  • the client terminal 10 is further configured to receive and display historical file information.
  • the request information is first sent to the server through the client terminal to obtain the target file corresponding to the request information, and the target file is associated with the channel ID; then the user information is input based on the target file, and the user information is saved in the target file.
  • the user information includes the item content associated with the item ID. Based on the project content associated with the project ID in the file information table, the target files corresponding to different channel IDs can be analyzed and processed, and the analysis and processing process is simple and convenient.
  • FIG. 3 is a schematic diagram of a terminal device according to an embodiment of the present application.
  • the terminal device 3 of this embodiment includes a processor 30 and a memory 31 in which computer readable instructions 32, such as file interactive programs, executable on the processor 30 are stored.
  • the processor 30 executes the computer readable instructions 32 to implement the steps in the various file interaction method embodiments described above, such as steps S1 through S4 shown in FIG.
  • the processor 30 executes the computer readable instructions 32
  • the functions of the server in the above-described system embodiment are implemented, such as the functions of the server 20 shown in FIG.
  • the computer readable instructions 32 may be partitioned into one or more modules/units that are stored in the memory 31 and executed by the processor 30, To complete this application.
  • the one or more modules/units may be a series of computer readable instruction segments capable of performing a particular function, the instruction segments being used to describe the execution of the computer readable instructions 32 in the terminal device 3.
  • the terminal device may include, but is not limited to, the processor 30 and the memory 31. It will be understood by those skilled in the art that FIG. 3 is merely an example of the terminal device 3, does not constitute a limitation of the terminal device 3, may include more or less components than those illustrated, or combine some components, or different components.
  • the terminal device may further include an input/output device, a network access device, a bus, and the like.
  • the so-called processor 30 can be a central processing unit (Central Processing Unit, CPU), can also be other general purpose processors, digital signal processors (Digital Signal Processor, DSP), Application Specific Integrated Circuit (ASIC), off-the-shelf programmable gate array (Field-Programmable Gate Array, FPGA) or other programmable logic device, discrete gate or transistor logic device, discrete hardware components, etc.
  • the general purpose processor may be a microprocessor or the processor or any conventional processor or the like.
  • the memory 31 may be an internal storage unit of the terminal device 3, such as a hard disk or a memory of the terminal device 3.
  • the memory 31 may also be an external storage device of the terminal device 3, for example, a plug-in hard disk provided on the terminal device 3, a smart memory card (SMC), and a secure digital (SD). Card, flash card, etc.
  • the memory 31 may also include both an internal storage unit of the terminal device 3 and an external storage device.
  • the memory 31 is configured to store the computer readable instructions and other programs and data required by the terminal device.
  • the memory 31 can also be used to temporarily store data that has been output or is about to be output.
  • each functional unit in each embodiment of the present application may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit.
  • the above integrated unit can be implemented in the form of hardware or in the form of a software functional unit.
  • the integrated unit if implemented in the form of a software functional unit and sold or used as a standalone product, may be stored in a computer readable storage medium.
  • a computer readable storage medium A number of instructions are included to cause a computer device (which may be a personal computer, server, or network device, etc.) to perform all or part of the steps of the methods described in various embodiments of the present application.
  • the foregoing storage medium includes: a U disk, a mobile hard disk, a read-only memory (ROM), a random access memory (RAM), a magnetic disk, or an optical disk, and the like, which can store program codes. .

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Abstract

本方案提供了一种文件交互方法、系统、终端设备及介质，适用于信息处理领域，该方法包括：客户终端接收用户输入的请求信息，并将请求信息发送给服务器；请求信息包括渠道ID和请求类型；服务器接收请求信息，并判断是否存在与请求信息对应的按预设文件模板设置的目标文件；若存在目标文件，则将目标文件发送给客户终端；客户终端接收并显示目标文件，并接收用户输入的与目标文件相对应的用户信息，并将用户信息发送给服务器；用户信息包括与项目ID相对应的项目内容；服务器接收用户信息并将用户信息存储在文件信息表中。本方案可实现对不同渠道ID相对应的目标文件进行分析处理，且分析处理过程简单方便。

Description

文件交互方法、系统、终端设备及介质
本申请要求于2017年02月16日提交中国专利局、申请号为201710083452.4、发明名称为“文件交互系统及方法”的中国专利申请的优先权，其全部内容通过引用结合在本申请中。
技术领域
本申请属于信息处理技术领域，尤其涉及一种文件交互方法、系统、终端设备及介质。
 背景技术
当前银行、保险、证券等金融机构可通过多种渠道给用户提供金融业务，其中，渠道包括但不限于网页渠道、APP渠道（如微信渠道、人人贷渠道等）、电话渠道和业务人员渠道等；金融业务包括但不限于开户、申购、赎回等。在金融机构通过多种渠道给用户提供金融业务过程中，同一金融业务对应的不同渠道的文件所采用的文件模板不相同，在对文件进行统计分析时，只能对同一渠道的文件进行分析处理，无法直接对不同渠道文件的数据进行分析处理。
 技术问题
有鉴于此，本申请实施例提供了一种文件交互方法、系统、终端设备及介质，以解决现有技术中只能对同一渠道的文件进行分析处理的问题。
 技术解决方案
本申请实施例的第一方面提供了一种文件交互方法，包括：
客户终端接收用户输入的请求信息，并将所述请求信息发送给服务器；所述请求信息包括渠道ID和请求类型；
所述服务器接收所述请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
客户终端接收并显示所述目标文件，并接收用户输入的与所述目标文件相对应的用户信息，并将所述用户信息发送给所述服务器；所述用户信息包括与所述项目ID相对应的项目内容；
服务器接收所述用户信息并将所述用户信息存储在文件信息表中。
本申请实施例的第二方面提供了一种文件交互系统，包括客户终端和服务器；
所述客户终端，用于接收用户输入的请求信息，并将所述请求信息发送给所述服务器；所述请求信息包括渠道ID和请求类型；
所述服务器，用于接收所述请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
所述客户终端，用于接收并显示所述目标文件，并接收用户输入的与所述目标文件相对应的用户信息，并将所述用户信息发送给所述服务器；所述用户信息包括与所述项目ID相对应的项目内容；
所述服务器，还用于接收所述用户信息并将所述用户信息存储在文件信息表中。
本申请实施例的第三方面提供了一种终端设备，包括存储器以及处理器，所述存储器中存储有可在所述处理器上运行的计算机可读指令，所述处理器执行所述计算机可读指令时实现如下步骤：
接收客户终端发送的请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述请求信息由用户输入于所述客户终端；所述请求信息包括渠道ID和请求类型；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
接收所述客户终端发送的与所述目标文件相对应的用户信息，并将所述用户信息存储在文件信息表中；所述用户信息是所述客户终端在接收并显示所述目标文件时，由用户输入。
本申请实施例的第四方面提供了一种计算机可读存储介质，所述计算机可读存储介质存储有计算机可读指令，所述计算机可读指令被处理器执行时实现如下步骤：
接收客户终端发送的请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述请求信息由用户输入于所述客户终端；所述请求信息包括渠道ID和请求类型；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
接收所述客户终端发送的与所述目标文件相对应的用户信息，并将所述用户信息存储在文件信息表中；所述用户信息是所述客户终端在接收并显示所述目标文件时，由用户输入。
 有益效果
本申请实施例中，先通过客户终端向服务器发送请求信息，以获取与请求信息相对应的目标文件，该目标文件与渠道ID相关联；再基于目标文件输入用户信息，并将用户信息保存在文件信息表中，用户信息包括与项目ID相关联的项目内容。基于文件信息表中与项目ID相关联的项目内容，可实现对不同渠道ID相对应的目标文件进行分析处理，且分析处理过程简单方便。
 附图说明
图1是本申请实施例1中文件交互方法的一流程图；
图2是本申请实施例2中文件交互系统的一原理框图；
图3是本申请实施例3中终端设备的示意图。
 本发明的实施方式
为了对本申请的技术特征、目的和效果有更加清楚的理解，现对照附图详细说明本申请的具体实施方式。
实施例1
图1示出本实施例中文件交互方法。该文件交互方法可以应用在银行、证券、保险等金融机构的文件交互系统中，用于对所提供的金融业务的各种文件进行管理。该文件交互系统包括客户终端和服务器。其中，客户终端和服务器之间可通过WiFi网络、3G网络和4G网络等无线网络或者有线网络通信相连。如图1所示，该文件交互方法包括如下步骤：
S1：客户终端接收用户输入的请求信息，并将请求信息发送给服务器；请求信息包括渠道ID和请求类型。
其中，客户终端可以是电脑、笔记本、智能手机、PAD等智能终端。渠道ID用于唯一识别金融机构所提供的金融业务的渠道，可以是网页渠道，也可以是微信、人人贷等APP渠道。请求类型与用户所要办理的金融业务相关联，包括但不限于开户请求、申购请求、赎回请求和托管请求等。
本实施例中，金融机构可通过网页渠道或APP渠道给用户提供金融业务，其中，渠道ID与客户终端相关联。即用户可通过电脑采用网页渠道上传请求信息，也可以通过智能手机采用APP渠道上传请求信息。
S2：服务器接收请求信息，并判断是否存在与请求信息对应的按预设文件模板设置的目标文件；若存在目标文件，则将目标文件发送给客户终端。预设文件模块包括与渠道ID和请求类型相关联的页面布局，页面布局上设有若干项目ID和与项目ID相对应的项目填充栏。
其中，目标文件与请求类型相对应，包括但不限于开户文件、申购文件、赎回文件和托管文件等。预设文件模板与渠道ID和请求类型相关联，即预设文件模板中的页面布局与渠道ID相关联，页面布局上设有项目ID与请求类型相关联。如开户文件需包括用户名、用户身份证号等项目ID，申购文件和赎回文件中需包括申购或赎回产品名称、申购或赎回金额等项目ID。进一步地，页面布局包括屏幕尺寸、每一项目ID和对应的项目填充栏在页面布局中的位置。
进一步地，服务器，还用于预先存储文件信息表。文件信息表包括若干与渠道ID相对应的文件大类，每一文件大类包括若干与请求类型相对应的文件小类，每一文件小类包括一按预设文件模板设置的目标文件。服务器在接收到请求信息时，先基于请求信息中的渠道ID查询其对应的文件大类（包括网页渠道文件或APP渠道文件），并在该文件大类（包括网页渠道文件或APP渠道文件）中基于请求信息中的请求类型获取相应的文件小类（如网页渠道文件包括网页开户文件、网页申购文件、网页赎回文件和网页信托文件等，APP渠道文件包括APP开户文件、APP申购文件、APP赎回文件和APP信托文件等）。
S3：客户终端接收并显示目标文件，并收用户输入的与目标文件相对应的用户信息，并将用户信息发送给服务器；用户信息包括与所述项目ID相对应的项目内容。
本实施例中，由于目标文件与渠道ID相关联且渠道ID与所采用的客户终端相关联，客户终端显示目标文件时，目标文件的页面布局与客户终端相匹配。客户终端所显示的目标文件中，包括项目ID和与项目ID对应的项目填充栏，用户可在项目填充栏中填写与项目ID相对应的项目内容，以形成用户信息。
S4：服务器接收用户信息并将用户信息存储在文件信息表。
可以理解地，服务器接收至少一个用户通过客户终端上传的用户信息，并将至少一个用户信息保存在文件信息表中，以便于在进行数据整理过程中，可基于同一项目ID对应的项目内容进行统计分析，数据处理过程简单方便。
本实施例所提供的文件交互方法中，先通过客户终端向服务器发送请求信息，以获取与请求信息相对应的目标文件，该目标文件与渠道ID相关联；再基于目标文件输入用户信息，并将用户信息保存在文件信息表中，用户信息包括与项目ID相关联的项目内容。基于文件信息表中与项目ID相关联的项目内容，可实现对不同渠道ID相对应的目标文件进行分析处理，且分析处理过程简单方便。
在一具体实施方式中，该方法交互方法还包括如下步骤：
S51：客户终端接收用户输入的分析处理指令，并将分析处理指令发送给服务器；分析处理指令包括至少一个项目ID和对应的限制条件。该分析处理指令中的项目ID用于指向所需分析处理的项目内容。
S52：服务器接收分析处理指令，基于分析处理指令从文件信息表中获取对应的分析列表，并将分析列表发送给客户终端。具体地，文件信息表可存储在服务器的数据库中，该文件信息表为数据库文件，基于分析处理指令中的每一项目ID和对应的限制条件，采用数据库查询指令获取与分析处理指令相对应的分析列表。
S53：客户终端接收并显示分析列表。客户终端显示分析列表，以使发送分析处理指令的用户实时获取所需了解的信息。
具体地，若需了解某金融机构在一周内通过不同渠道申购产品A且申购金额大于X的情况时，通过客户终端向服务器发送分析处理指令，该分析处理指令中项目ID和对应的限制条件如下：时间（一周内），产品名称（A）申购金额（大于X）。服务器接收到分析处理指令，从文件信息表中获取与分析处理指令相对应的分析列表，并将分析列表发送给客户终端。客户终端接收并显示分析列表，以使金融机构内部的工作人员实时获取其所想要了解地信息。
进一步地，该用户是金融机构内部的工作人员，该分析处理指令还可以包括用户ID。服务器接收到分析处理指令后，还用于判断该用户ID对应的用户是否有权限查询并获取分析处理指令对应的分析列表；若有权限，则获取分析列表并发送给客户终端；若无权限，则给客户终端发送无权限通知。
该文件交互方法中，基于分析处理指令获取分析列表过程中操作简单方便，可使发送分析处理指令的用户实时获取所需了解地信息。
在一具体实施方式中，该方法交互方法还包括如下步骤：
S61：客户终端接收用户输入的产品查询指令，并将产品查询指令发送给服务器；产品查询指令包括产品ID和产品类型。其中，产品ID用于唯一识别产品，可以是产品名称或产品代码（如股票代码、基金代码等）。产品类型包括封闭式产品和开放式产品，封闭式产品是期限结束才可赎回的产品，开放式产品是在期限内设定赎回日，在赎回日提交申请即可赎回的产品。
S62：服务器接收产品查询指令，基于产品查询指令获取产品信息，并将产品信息发送给客户终端。其中，服务器根据产品类型确定产品信息的文件类型，根据产品ID确定产品信息的内容。如封闭式产品，其获取的产品信息包括与产品ID对应的产品的价格文件；如开放式产品，其获取的产品信息包括与产品ID对应的产品的价格文件、行情文件和收益文件等在期限内依据市场行情变动的文件。
S63：客户终端接收并显示产品信息。客户终端显示封闭式产品的产品信息为价格文件；显示开放式产品的产品信息为价格文件、行情文件、收益文件等，以使用户了解任意产品ID对应的产品信息。
该文件交互方法中，通过产品查询指令获取的产品信息为开放性信息，任意用户均可通过客户终端向服务器发送产品查询指令以获取，无需对用户身份核实，可使任意用户实时了解产品ID对应的产品信息，以便进行后续的申购、赎回等操作。
在一具体实施方式中，该方法交互方法还包括如下步骤：
S71：客户终端接收用户输入的历史查询指令，并将历史查询指令发送给服务器；历史查询指令包括产品ID、文件ID和目标期间。其中，产品ID用于唯一识别产品，可以是产品名称或产品代码（如股票代码、基金代码等）。文件ID用于唯一识别所需查询的文件，包括但不限于价格文件、行情文件和收益文件。目标期间由用户自定义。历史查询指令用于限定用户所想了解的产品ID对应的产品在目标期间内的所有文件ID对应的文件。如历史查询指令可以是查询产品ID（平安银行股票[000001])在目标期间（1月内）的文件ID（如行情文件）。
S72：服务器接收历史查询指令，基于历史查询指令获取历史文件信息，并将历史文件信息发送给客户终端。服务器接收历史查询指令，先查找产品ID对应的所有文件，再从所有文件中查找文件ID对应的文件，然后从文件ID对应的文件中查找目标期间内的文件信息，以形成历史文件信息。
S73：客户终端接收并显示历史文件信息。客户终端显示历史文件信息，以便于用户更清晰了解该产品ID对应的产品，以使用户基于历史文件信息申购或赎回该产品。
该文件交互方法中，通过历史查询指令获取的历史文件信息为开放性信息，任意用户均可通过客户终端向服务器发送历史查询指令以获取，无需对用户身份核实，可使任意用户实时了解产品ID对应的历史文件信息，以便进行后续的申购、赎回等操作。
实施例2
图2示出本实施例中的文件交互系统。该文件交互系统可以应用在银行、证券、保险等金融机构中，用于对所提供的金融业务的各种文件进行管理。如图2所示，该文件交互系统包括客户终端10和服务器20。其中，客户终端10和服务器20之间可通过WiFi网络、3G网络和4G网络等无线网络或者有线网络通信相连。
客户终端10，用于接收用户输入的请求信息，并将请求信息发送给服务器20；请求信息包括渠道ID和请求类型。
服务器20，用于接收请求信息，并判断是否存在与请求信息对应的按预设文件模板设置的目标文件；若存在目标文件，则将目标文件发送给客户终端10。预设文件模块包括与渠道ID和请求类型相关联的页面布局，页面布局上设有若干项目ID和与项目ID相对应的项目填充栏。
可选地，服务器20，还用于预先存储文件信息表。文件信息表包括若干与渠道ID相对应的文件大类，每一文件大类包括若干与请求类型相对应的文件小类，每一文件小类包括一按预设文件模板设置的目标文件。
可选地，客户终端10，还用于接收用户输入的分析处理指令，并将分析处理指令发送给服务器20；分析处理指令包括至少一个项目ID和对应的限制条件；
服务器20，还用于接收分析处理指令，基于分析处理指令从文件信息表中获取对应的分析列表，并将分析列表发送给客户终端10。
客户终端10，还用于接收并显示分析列表。
可选地，客户终端10，还用于接收用户输入的产品查询指令，并将产品查询指令发送给服务器；产品查询指令包括产品ID和产品类型；
服务器20，还用于接收产品查询指令，基于产品查询指令获取产品信息，并将产品信息发送给客户终端10。
客户终端10，还用于接收并显示产品信息。
可选地，客户终端10，还用于接收用户输入的历史查询指令，并将历史查询指令发送给服务器；历史查询指令包括产品ID、文件ID和目标期间；
服务器20，还用于接收历史查询指令，基于历史查询指令获取历史文件信息，并将历史文件信息发送给客户终端10。
客户终端10，还用于接收并显示历史文件信息。
本申请实施例中，先通过客户终端向服务器发送请求信息，以获取与请求信息相对应的目标文件，该目标文件与渠道ID相关联；再基于目标文件输入用户信息，并将用户信息保存在文件信息表中，用户信息包括与项目ID相关联的项目内容。基于文件信息表中与项目ID相关联的项目内容，可实现对不同渠道ID相对应的目标文件进行分析处理，且分析处理过程简单方便。
实施例3
图3是本申请实施例提供的终端设备的示意图。如图3所示，该实施例的终端设备3包括：处理器30以及存储器31，所述存储器31中存储有可在所述处理器30上运行的计算机可读指令32，例如文件交互程序。所述处理器30执行所述计算机可读指令32时实现上述各个文件交互方法实施例中的步骤，例如图1所示的步骤S1至S4。或者，所述处理器30执行所述计算机可读指令32时实现上述系统实施例中服务器的功能，例如图2所示服务器20的功能。
示例性的，所述计算机可读指令32可以被分割成一个或多个模块/单元，所述一个或者多个模块/单元被存储在所述存储器31中，并由所述处理器30执行，以完成本申请。所述一个或多个模块/单元可以是能够完成特定功能的一系列计算机可读指令段，该指令段用于描述所述计算机可读指令32在所述终端设备3中的执行过程。
所述终端设备可包括，但不仅限于，处理器30、存储器31。本领域技术人员可以理解，图3仅仅是终端设备3的示例，并不构成对终端设备3的限定，可以包括比图示更多或更少的部件，或者组合某些部件，或者不同的部件，例如所述终端设备还可以包括输入输出设备、网络接入设备、总线等。
所称处理器30可以是中央处理单元(Central Processing Unit，CPU)，还可以是其他通用处理器、数字信号处理器 (Digital Signal Processor，DSP)、专用集成电路 (Application Specific Integrated Circuit，ASIC)、现成可编程门阵列 (Field-Programmable Gate Array，FPGA) 或者其他可编程逻辑器件、分立门或者晶体管逻辑器件、分立硬件组件等。通用处理器可以是微处理器或者该处理器也可以是任何常规的处理器等。
所述存储器31可以是所述终端设备3的内部存储单元，例如终端设备3的硬盘或内存。所述存储器31也可以是所述终端设备3的外部存储设备，例如所述终端设备3上配备的插接式硬盘，智能存储卡（Smart Media Card，SMC），安全数字（Secure Digital，SD）卡，闪存卡（Flash Card）等。进一步地，所述存储器31还可以既包括所述终端设备3的内部存储单元也包括外部存储设备。所述存储器31用于存储所述计算机可读指令以及所述终端设备所需的其他程序和数据。所述存储器31还可以用于暂时地存储已经输出或者将要输出的数据。
另外，在本申请各个实施例中的各功能单元可以集成在一个处理单元中，也可以是各个单元单独物理存在，也可以两个或两个以上单元集成在一个单元中。上述集成的单元既可以采用硬件的形式实现，也可以采用软件功能单元的形式实现。
所述集成的单元如果以软件功能单元的形式实现并作为独立的产品销售或使用时，可以存储在一个计算机可读取存储介质中。基于这样的理解，本申请的技术方案本质上或者说对现有技术做出贡献的部分或者该技术方案的全部或部分可以以软件产品的形式体现出来，该计算机软件产品存储在一个存储介质中，包括若干指令用以使得一台计算机设备（可以是个人计算机，服务器，或者网络设备等）执行本申请各个实施例所述方法的全部或部分步骤。而前述的存储介质包括：U盘、移动硬盘、只读存储器（Read-Only Memory，ROM）、随机存取存储器（Random Access Memory，RAM）、磁碟或者光盘等各种可以存储程序代码的介质。
以上所述，以上实施例仅用以说明本申请的技术方案，而非对其限制；尽管参照前述实施例对本申请进行了详细的说明，本领域的普通技术人员应当理解：其依然可以对前述各实施例所记载的技术方案进行修改，或者对其中部分技术特征进行等同替换；而这些修改或者替换，并不使相应技术方案的本质脱离本申请各实施例技术方案的精神和范围。

Claims (20)

  1. 一种文件交互方法，其特征在于，包括：
    客户终端接收用户输入的请求信息，并将所述请求信息发送给服务器；所述请求信息包括渠道ID和请求类型；
    所述服务器接收所述请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
    客户终端接收并显示所述目标文件，并接收用户输入的与所述目标文件相对应的用户信息，并将所述用户信息发送给所述服务器；所述用户信息包括与所述项目ID相对应的项目内容；
    服务器接收所述用户信息并将所述用户信息存储在文件信息表中。
  2. 如权利要求1所述的文件交互方法，其特征在于，所述服务器还预先存储文件信息表；所述文件信息表包括若干与所述渠道ID相对应的文件大类，每一文件大类包括若干与所述请求类型相对应的文件小类，每一所述文件小类包括一按预设文件模板设置的目标文件。
  3. 如权利要求1所述的文件交互方法，其特征在于，还包括：
    所述客户终端接收用户输入的分析处理指令，并将所述分析处理指令发送给所述服务器；所述分析处理指令包括至少一个项目ID和对应的限制条件；
    所述服务器接收所述分析处理指令，基于所述分析处理指令从所述文件信息表中获取对应的分析列表，并将所述分析列表发送给所述客户终端；
    所述客户终端接收并显示所述分析列表。
  4. 如权利要求1所述的文件交互方法，其特征在于，还包括：
    所述客户终端接收用户输入的产品查询指令，并将所述产品查询指令发送给所述服务器；所述产品查询指令包括产品ID和产品类型；
    所述服务器接收所述产品查询指令，基于所述产品查询指令获取产品信息，并将所述产品信息发送给所述客户终端；
    所述客户终端接收并显示所述产品信息。
  5. 如权利要求1所述的文件交互方法，其特征在于，还包括：
    所述客户终端接收用户输入的历史查询指令，并将所述历史查询指令发送给所述服务器；所述历史查询指令包括产品ID、文件ID和目标期间；
    所述服务器接收所述历史查询指令，基于所述历史查询指令获取历史文件信息，并将所述历史文件信息发送给所述客户终端；
    所述客户终端接收并显示所述历史文件信息。
  6. 一种文件交互系统，其特征在于，包括客户终端和服务器；
    所述客户终端，用于接收用户输入的请求信息，并将所述请求信息发送给所述服务器；所述请求信息包括渠道ID和请求类型；
    所述服务器，用于接收所述请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
    所述客户终端，用于接收并显示所述目标文件，并接收用户输入的与所述目标文件相对应的用户信息，并将所述用户信息发送给所述服务器；所述用户信息包括与所述项目ID相对应的项目内容；
    所述服务器，还用于接收所述用户信息并将所述用户信息存储在文件信息表中。
  7. 根据权利要求6所述的文件交互系统，其特征在于，所述服务器，还用于预先存储文件信息表；所述文件信息表包括若干与所述渠道ID相对应的文件大类，每一文件大类包括若干与所述请求类型相对应的文件小类，每一所述文件小类包括一按预设文件模板设置的目标文件。
  8. 根据权利要求6所述的文件交互系统，其特征在于，所述客户终端，还用于接收用户输入的分析处理指令，并将所述分析处理指令发送给所述服务器；所述分析处理指令包括至少一个项目ID和对应的限制条件；
    所述服务器，还用于接收所述分析处理指令，基于所述分析处理指令从所述文件信息表中获取对应的分析列表，并将所述分析列表发送给所述客户终端；
    所述客户终端，还用于接收并显示所述分析列表。
  9. 根据权利要求6所述的文件交互系统，其特征在于，所述客户终端，还用于接收用户输入的产品查询指令，并将所述产品查询指令发送给所述服务器；所述产品查询指令包括产品ID和产品类型；
    所述服务器，还用于接收所述产品查询指令，基于所述产品查询指令获取产品信息，并将所述产品信息发送给所述客户终端；
    所述客户终端，还用于接收并显示所述产品信息。
  10. 根据权利要求6所述的文件交互系统，其特征在于，所述客户终端，还用于接收用户输入的历史查询指令，并将所述历史查询指令发送给所述服务器；所述历史查询指令包括产品ID、文件ID和目标期间；
    所述服务器，还用于接收所述历史查询指令，基于所述历史查询指令获取历史文件信息，并将所述历史文件信息发送给所述客户终端；
    所述客户终端，还用于接收并显示所述历史文件信息。
  11. 一种终端设备，其特征在于，包括存储器以及处理器，所述存储器中存储有可在所述处理器上运行的计算机可读指令，所述处理器执行所述计算机可读指令时实现如下步骤：
    接收客户终端发送的请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述请求信息由用户输入于所述客户终端；所述请求信息包括渠道ID和请求类型；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
    接收所述客户终端发送的与所述目标文件相对应的用户信息，并将所述用户信息存储在文件信息表中；所述用户信息是所述客户终端在接收并显示所述目标文件时，由用户输入。
  12. 根据权利要求11所述的终端设备，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    预先存储文件信息表；所述文件信息表包括若干与所述渠道ID相对应的文件大类，每一文件大类包括若干与所述请求类型相对应的文件小类，每一所述文件小类包括一按预设文件模板设置的目标文件。
  13. 根据权利要求11所述的终端设备，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    接收所述客户终端发送的分析处理指令，基于所述分析处理指令从所述文件信息表中获取对应的分析列表，并将所述分析列表发送给所述客户终端，以使所述客户终端显示所述分析列表；所述分析处理指令由所述用户输入于所述客户终端中；所述分析处理指令包括至少一个项目ID和对应的限制条件。
  14. 根据权利要求11所述的终端设备，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    接收所述客户终端发送的产品查询指令，基于所述产品查询指令获取产品信息，并将所述产品信息发送给所述客户终端，以使所述客户终端显示所述产品信息；所述产品查询指令由所述用户输入于所述客户终端中；所述产品查询指令包括产品ID和产品类型。
  15. 根据权利要求11所述的终端设备，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    接收所述客户终端发送的历史查询指令，基于所述历史查询指令获取历史文件信息，并将所述历史文件信息发送给所述客户终端，以使所述客户终端显示所述历史文件信息；所述历史查询指令由所述用户输入于所述客户终端中；所述历史查询指令包括产品ID、文件ID和目标期间。
  16. 一种计算机可读存储介质，所述计算机可读存储介质存储有计算机可读指令，其特征在于，所述计算机可读指令被至少一个处理器执行时实现如下步骤：
    接收客户终端发送的请求信息，并判断是否存在与所述请求信息对应的按预设文件模板设置的目标文件；若存在所述目标文件，则将所述目标文件发送给所述客户终端；所述请求信息由用户输入于所述客户终端；所述请求信息包括渠道ID和请求类型；所述预设文件模块包括与渠道ID和请求类型相关联的页面布局，所述页面布局上设有若干项目ID和与项目ID相对应的项目填充栏；
    接收所述客户终端发送的与所述目标文件相对应的用户信息，并将所述用户信息存储在文件信息表中；所述用户信息是所述客户终端在接收并显示所述目标文件时，由用户输入。
  17. 根据权利要求16所述的计算机可读存储介质，其特征在于，所述计算机可读指令被至少一个处理器执行时实现如下步骤：
    预先存储文件信息表；所述文件信息表包括若干与所述渠道ID相对应的文件大类，每一文件大类包括若干与所述请求类型相对应的文件小类，每一所述文件小类包括一按预设文件模板设置的目标文件。
  18. 根据权利要求16所述的计算机可读存储介质，其特征在于，所述计算机可读指令被至少一个处理器执行时实现如下步骤：
    接收所述客户终端发送的分析处理指令，基于所述分析处理指令从所述文件信息表中获取对应的分析列表，并将所述分析列表发送给所述客户终端，以使所述客户终端显示所述分析列表；所述分析处理指令由所述用户输入于所述客户终端中；所述分析处理指令包括至少一个项目ID和对应的限制条件。
  19. 根据权利要求16所述的计算机可读存储介质，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    接收所述客户终端发送的产品查询指令，基于所述产品查询指令获取产品信息，并将所述产品信息发送给所述客户终端，以使所述客户终端显示所述产品信息；所述产品查询指令由所述用户输入于所述客户终端中；所述产品查询指令包括产品ID和产品类型。
  20. 根据权利要求16所述的计算机可读存储介质，其特征在于，所述处理器执行所述计算机可读指令时，还实现如下步骤：
    接收所述客户终端发送的历史查询指令，基于所述历史查询指令获取历史文件信息，并将所述历史文件信息发送给所述客户终端，以使所述客户终端显示所述历史文件信息；所述历史查询指令由所述用户输入于所述客户终端中；所述历史查询指令包括产品ID、文件ID和目标期间。
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