WO2021008340A1 - Method and apparatus for generating financial data, computer device and storage medium - Google Patents

Abstract

An information processing method and apparatus for financial data, a computer device and a storage medium, which relate to the field of the research and development of financial information technologies. The method comprises: receiving basic financial data information entered by a user on a query interface (202); querying matching financial data in a database of financial data according to the basic financial data information, and displaying the queried matching financial data by using a financial data view for the user to perform selection (203); receiving the selection of the user on the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding specific financial data information of the data to be processed for the user to modify (204); and generating target new financial data according to the specific financial data information modified by the user and saving same in the database of financial data (205). The described method reduces the workload of financial data information entry, is more intelligent and convenient, improves working efficiency, reduces manual entry and objectively increases accuracy.

Description

Method, device, computer equipment and storage medium for generating financial data

This application is based on the Chinese invention patent application filed on July 17, 2019 with the application number 201910644848.0, titled "Financial Data Generation Method, Device, Computer Equipment, and Storage Medium", and claims its priority.

Technical field

This application relates to the field of R&D financial information technology, and specifically relates to methods, devices, computer equipment and storage media for generating financial data.

Background technique

At the beginning of the development of the current financial data system, there was no financial information in the system's database, and some financial information could only be manually entered in a new mode. Taking the fund system as an example, the fund information that needs to be entered includes fund code, fund name, fund type, issuance mode, exchange, fund type, fund issuance method, currency, fund face value, fund custody bank, management fee ratio, etc. Information; Although the system can store templates of many different types of funds, when a new fund needs to be created, the corresponding blank template is retrieved in the system and the fund information is manually filled in and stored in the database. However, in the process of realizing this application, the inventor realized that the use of manual entry of financial data systems requires a lot of time for simple repetitive work, and the information of different funds is different. The entry needs to be sorted and then manually entered in the information, which objectively exists A certain probability of entry errors leads to a decrease in accuracy and low efficiency.

Summary of the invention

The purpose of the embodiments of this application is to propose a method, device, computer equipment, and storage medium for generating financial data. When new financial data is created, the financial data information stored in the financial data system can be called according to the query situation, which solves the problem of financial data information entry Technical problems of low efficiency and decreased accuracy.

In order to solve the above technical problems, an embodiment of the present application provides a method for generating financial data, which adopts the following technical solutions:

An information processing method for financial data includes the following steps:

Receive basic information of financial data entered by users on the query interface;

Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data in the form of a financial data view for the user to select;

Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.

In order to solve the above technical problems, an embodiment of the present application also provides a financial data generating device, including:

The receiving module is used to receive the basic information of financial data entered by the user on the query interface;

The query display module is used to query the financial data database for matching financial data according to the basic information of the financial data, and display the matching financial data that is queried in the form of a financial data view for users to choose;

Expand the modification module, receive the user's selection of the financial data view, copy the financial data selected by the user from the financial data view as the data to be processed, and expand the specific financial data information of the data to be processed for the user to modify;

The storage module is used to generate target financial data according to the specific financial data information modified by the user and save it in the financial data database.

In order to solve the above technical problems, an embodiment of the present application also provides a computer device, including a memory and a processor, the memory stores a computer process, and the processor realizes the following generation of financial data when the computer process is executed Method steps:

Receive basic information of financial data entered by users on the query interface;

Querying the matched financial data in the financial data database according to the basic information of the financial data, and displaying the matched financial data found in the financial data view for the user to choose;

Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.

In order to solve the above technical problems, embodiments of the present application also provide a computer-readable storage medium, wherein a computer process is stored on the computer-readable storage medium, and the computer process is executed by a processor to realize the following financial data Steps of the generation method:

Receive basic information of financial data entered by users on the query interface;

Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data in the form of a financial data view for the user to select;

Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.

The details of one or more embodiments of the present application are presented in the following drawings and description, and other features and advantages of the present application will become apparent from the description, drawings and claims. The embodiment of the present application provides a method for generating financial data, which receives basic financial data information entered by a user on a query interface; queries the financial data database for matching financial data according to the basic financial data information, and matches the queried financial data The financial data is displayed in the form of financial data view for users to choose; from the financial data view, users can select financial data with more information similar to the newly entered financial data as a template to modify the entry, and save it as new financial data to financial data In the database, it saves the workload of financial data information entry, is more intelligent and convenient, improves work efficiency, and reduces manual entry and objectively improves accuracy.

Description of the drawings

In order to explain the solution in this application more clearly, the following will briefly introduce the drawings used in the description of the embodiments of the application. Obviously, the drawings in the following description are some embodiments of the application. Ordinary technicians can obtain other drawings based on these drawings without creative work.

Fig. 1 is a flowchart of an embodiment of a method for generating financial data of the application;

FIG. 2 is a flowchart of another embodiment of the method for generating financial data of the application;

FIG. 3 is a schematic structural diagram of an embodiment of the financial data generating device of this application;

4 is a schematic structural diagram of another specific implementation of the financial data generating device of this application;

Fig. 5 is a schematic structural diagram of an embodiment of a computer device according to the present application.

Reference signs:

500	Financial data generating device	501	Provide query module
502	Receiving module	503	Query display module
504	Expand modification module	505	Storage module
506	Prompt module	507	Cancel copy module
508	Return to display module	5051	Receive modified submodule
5052	Judgment Prompt Module	5053	Storage submodule

509	Build module	To	To
6	Computer equipment	61	Memory
62	processor	63	Network Interface

Detailed ways

Unless otherwise defined, all technical and scientific terms used herein have the same meanings as commonly understood by those skilled in the technical field of the application; the terms used in the specification of the application herein are only for describing specific embodiments. The purpose is not to limit the application; the terms "including" and "having" in the specification and claims of the application and the above-mentioned description of the drawings and any variations thereof are intended to cover non-exclusive inclusions. The terms "first", "second", etc. in the specification and claims of the application or the above-mentioned drawings are used to distinguish different objects, rather than to describe a specific sequence.

Reference to "embodiments" herein means that a specific feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various places in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment mutually exclusive with other embodiments. Those skilled in the art clearly and implicitly understand that the embodiments described herein can be combined with other embodiments.

In order to enable those skilled in the art to better understand the solutions of the present application, the technical solutions in the embodiments of the present application will be described clearly and completely in conjunction with the accompanying drawings.

The financial data system of the embodiment of the present application may include a client and a server, and may also implement functions through a combination of a browser and a background server.

Referring to FIG. 1, there is shown a flowchart of an embodiment of a method for generating financial data according to the present application. Specifically, fund data can be a type of financial data. The method for generating financial data includes the following steps:

Step 202: Receive basic information of financial data entered by the user on the query interface.

The user enters the basic information of financial data in the copy dialog box or the expanded query box. The copy dialog box or the expanded query box can be called a query interface.

Step 203: Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data found in the form of a financial data view for selection by the user.

In some embodiments, displaying the matched financial data that is queried in the form of a financial data view specifically includes:

Judging whether the number of matched financial data reaches a threshold;

If the threshold is reached, the matching financial data that is queried will be displayed in the form of a financial data list;

If the threshold is not reached, the matched financial data that is queried is displayed in the form of financial data details.

Specifically, the threshold can be set to a number between 5-15 financial data, such as 8/10 financial data.

Specifically, financial data codes and financial data names can be displayed in a simplified form in the financial data list form, for example, financial data information can be displayed in the financial data list form; financial data supplementary information can be displayed in the financial data detailed form.

The matching financial data view is displayed on the query interface, and the matching strategy of the query can use the method of the prior art, which is not limited in this application. The matched financial data view can be the result of an exact query or a fuzzy query. For example, when the user knows that the new financial data he wants to create is very similar to the existing specific known financial data, if he knows the code or name, he only needs to fill in the financial data code or financial data name. The data database can find out the financial data by matching and filtering according to these keywords.

Further, the step of searching for matching financial data in a financial data database according to the basic information of financial data specifically includes:

When the number of financial data inquired exceeds the preset number, the attributes of the basic information of the financial data are analyzed, and prompt information is output, wherein the prompt information is used to prompt the user to enter the basic information of financial data of another attribute to narrow down Match range.

further,

The step of outputting prompt information specifically includes:

Extracting from the database the basic information of N financial data of another attribute whose appearance times exceed the threshold and are ranked first, where N is a positive integer greater than or equal to 1;

The basic information of financial data whose occurrence times exceed the threshold can be regarded as the basic information of financial data that appears frequently. The threshold of the number of occurrences can be set according to the search ranking of the basic information of financial data in the database, such as any value or similar value among 50, 100, 200, 300, 500, 800, or 1000 times . The extracted basic information of financial data of another attribute is sorted and displayed around the input box for entering the basic information of the financial data for the user to select.

For example, display three or five high-frequency financial data of another attribute basic information.

Exceeding the preset number can be set to any value among 50, 100, 200, 300, 500, 800, or 1000, or a similar value. The attribute of the basic information of financial data in the database refers to which data column the basic information of financial data belongs to. For example, if "260108" is entered, its attribute will be resolved as "fund code". When the user is prompted to enter the basic information of financial data of another attribute, the user can be prompted to enter the "fund name" or "fund type". Querying matching financial data from different attributes is equivalent to describing a financial data from different aspects and dimensions, which makes it easier to narrow the search scope. For example, if someone is introduced from Zhejiang Province, the search scope of people who meet these attributes is narrowed down based on attributes such as gender, age, graduate school, and ID number.

Furthermore, the fund names of the N fund name attributes frequently appearing in the database are displayed for the user to select. N can be 3, 5, 7, 8, or 10, etc.

For example, in the pop-up copy dialog box, the financial data view is reflected by the drop-down box, and the user can select the existing financial data that needs to be copied. In the pop-up copy dialog box, click the "Confirm Copy" button to pull the financial data to be copied from the database and display it in the new financial data interface.

Step 204: Receive the user's selection of the financial data view, copy the financial data selected by the user from the financial data view as data to be processed, and expand specific financial data information of the data to be processed for the user to modify.

Specifically, a new copy button is provided in the financial data query interface. When the user enters the query instruction, the user receives the basic information of the financial data entered in the query interface. If the new copy button is selected when the query instruction is entered, the query will be executed and the user’s feedback will be received. Select the financial data view, copy the selected financial data to create the data to be processed, and expand it for users to modify.

In another embodiment, the new copy button can also be set in the preset position of any financial data in the financial data view, and the new copy button in the preset position can be clicked on any selected financial data to copy Select financial data, create data to be processed, and expand for users to modify. Among them, the above preset position can be displayed at the beginning and ending positions of a specific item of financial data, or the default left and right positions, or in the form of a floating window with a certain degree of transparency suspended at any cursor position. In terms of data, the embodiment of this application does not limit its specific form.

Specifically, in some embodiments, when the specific financial data information to be copied is expanded, the financial data code and/or financial data name of the data to be processed are deleted at the same time, and the new financial data code and financial data name entered by the user are received. To prevent repeated storage.

Step 205: Generate target new financial data according to the specific financial data information modified by the user and save it in the financial data database.

After modification, click the "Save" button to save the new financial data to the financial data database.

The embodiment of the present application provides a method for generating financial data, which receives basic financial data information entered by a user on a query interface; queries the financial data database for matching financial data according to the basic financial data information, and matches the queried financial data The financial data is displayed in the form of financial data view for users to choose; from the financial data view, users can select financial data with more information similar to the newly entered financial data as a template to modify the entry, and save it as new financial data to financial data In the database, it saves the workload of financial data information entry, is more intelligent and convenient, improves work efficiency, and reduces manual entry and objectively improves accuracy.

Furthermore, as shown in FIG. 2, before the step of receiving the basic information of financial data entered by the user on the query interface, the method further includes:

Step 2011: Create a query option box in the new financial data interface as the entrance of the query interface;

Step 2012: When the user's operation event is received in the query option box, expand the query interface for the user to enter the basic information of the financial data.

In the new financial data interface, such as entering the financial data name or financial data code, provide a "copy other financial data information" button (referred to as the "copy" button), click the "copy" button, the copy dialog box will pop up, or Expand the query box for users to enter information. In some embodiments, a query option is provided in the new financial data interface. When the query option is selected, the step of expanding the query interface can also be omitted, and the user can directly start the operation from step 202 above. That is to query first, then select financial data and copy to-be-processed data to modify and save, instead of entering from the new financial data interface.

Further, as shown in FIG. 2, the receiving user's selection of the financial data view, copying the financial data selected by the user from the financial data view as the data to be processed, and expanding the specific financial data information of the data to be processed for After the user modification step, the method further includes:

Step 206: When the financial data in the financial data database is queried according to the basic information of the financial data and the matching financial data view is returned to be empty, a prompt indicating that it cannot be found and a usage prompt are issued.

When the financial data system cannot find the financial data to be copied to be copied, it will prompt "input error, not found", etc., as a reminder that it cannot be found. You can also display usage tips in the interface, provide "help" guidance, and provide examples for filling in.

Further, it is also possible to return a preset popular financial data view stored in the financial data database as the financial data view at the same time when a prompt that cannot be found is issued.

When the financial data system can find and retrieve financial data based on keywords, but whether the retrieved financial data to be copied is the closest financial data that the user wants, the content to be modified is more, if the user still copies to modify Interface (new financial data interface). At this time, what the user sees in the modification interface may be very different from the new financial data that he wants to create. Many modifications are still needed, and the user can choose to continue to modify.

The financial data system may be configured to use a preset popular financial data view stored in the financial data database as the financial data view. The preset popular financial data view can be updated according to certain rules, such as updating the financial data contained in the preset popular financial data view from the popular financial data recommended by an institution according to a certain time (one week/two weeks/one month/one quarter) Popular financial data recommended for another institution.

In another embodiment, the receiving user's selection of the financial data view, copying the financial data selected by the user from the financial data view as the data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify After the steps, the method further includes:

Step 207: Provide an option to cancel copying financial data information on the interface for modifying financial data information;

Step 208: Return to the query interface to display the financial data view according to the cancel copy operation.

In this process, the financial data to be copied may be randomly selected by the user not very close, and found that there are many items that need to be modified. At this time, the user can click Cancel, and the financial data system will return to the query interface and select from the financial data view, or query again Choose, change another financial data to copy, and then modify it until the user is satisfied.

On the modified page, there are also drop-down boxes related to financial data types, financial data issuance modes, exchanges, or financial data types. Users can directly choose to avoid manual input, because manual input requires users to be very clear about the financial data name , The difficulty is relatively large, this setting can prompt the user to make the selection work, and the difficulty is reduced.

In some embodiments, the basic financial data information includes basic financial data information or supplementary financial data information; in other words, basic fund information or supplementary fund information. Wherein, the fund basic information includes fund code and/or fund name; the supplementary fund information includes fund type, issuance mode, exchange, fund type, fund issuance method, currency, fund face value, fund custodian bank, management fee One or more information in the ratio;

The query options include a basic option and an expansion option. The basic option can receive the entry of the financial data basic information, and the expansion option can receive the entry of the financial data supplementary information.

The existing financial data information is copied from the financial data view and presented to the user. The user makes modifications on the modification page, for example, by modifying the financial data name and code, a new financial data can be created.

The financial data system is provided with query options for users to input information, including basic options and expansion options. In the fund system, different users can be set to have different query permissions, corresponding to different query options. The user performs a search to find a fund that is closer to the fund you want to create. The fund system can be provided with a keyword search box. Specifically, the keyword search box for basic options is the fund code/name. When the user knows that the fund he wants to create is very similar to an existing specific known fund, the specific When you know the code or name, you only need to fill in the fund code or name at this time, and you can find the fund by matching and screening based on these keywords in the background;

Further, in this embodiment, it is set as the fund code/fund name, and the two are in the relationship of "and". When the user only inputs the fund code, the fund system will automatically search for the fund name pointed to by the code and display the fund code /Fund name, when the user only enters the fund name, the fund system will automatically search for the fund name pointed to by the code, and display the fund code/fund name; if the user has an input error, one situation: for example, a wrong input Fund code, it may lead to not finding the specific fund referred to by the code or finding the wrong fund. Another situation: For example, if you enter the wrong fund name, it may result in not being able to find the specific fund or finding the wrong fund. The wrong fund.

Further, the fund system also sets up the expansion options of the query options, and there are other keyword search boxes that can help find the relatively close funds to be copied, such as fund types, fund issuance models, exchanges or fund types;

The following examples illustrate:

Fund types include 1/Shanghai-single market bonds, 2/Shanghai-single market stocks, 3/Shanghai-cross-market stocks, 4/Shanghai-gold, 5/Shanghai-currency, 6/Shenzhen-cross-border stocks, 7/Shanghai -Cross-border stocks, 8/Shenzhen-single market stocks, 9/Shenzhen-single market bonds, 10/Shenzhen-cross-market stocks, 11/Shenzhen-currency, 12/Shenzhen-gold, etc., and give each product a serial number ( As mentioned above), when the user knows the specific fund type, click on the fund type search box and a drop-down box will appear to select the corresponding fund type.

Fund issuance models include: 2/cross-market (Shenzhen all cash), 4/cross-border, 5/currency ETF, 6/Shanghai single market bonds, 7/Shanghai single market stocks; when users know the specific fund issuance mode, click A drop-down box will appear in the search box of fund issuance mode to select the corresponding fund issuance mode.

Exchanges include Shanghai Stock Exchange, Shenzhen Stock Exchange and so on. When the user knows the specific exchange, click on the selection box of the exchange and a drop-down box will appear to select the exchange where the corresponding fund is issued.

Fund types include index-type funds and other types of funds. The fund system of this application involves ETF funds. ETF is the English abbreviation of Exchange Traded Fund, which is translated as "trading open-end index fund", also known as exchange trading. fund. Only this type of fund is stored in the fund system, so this fund type does not need to be used as a keyword; of course, the fund system can also set other types of funds. The same user can click on the fund type when they know the specific fund type. A drop-down box will appear in the selection box to select the corresponding fund type.

When you don’t know the specific name and code of the fund to be copied that is closest to the new fund, you only know part or all of the aforementioned fund types, fund issuance models, exchanges or fund types, and you can expand it on the query interface Expand the options for corresponding selection and input, and then the background will screen the funds in the database according to the input related information, select the funds that meet these items, and display the fund code and fund name in front of the user through the browser for the user to choose . When the user does not know the closest fund, he randomly selects a fund and clicks the copy button. At this time, the browser sends a request to the background, and the background retrieves and copies the corresponding fund.

In order to create a new fund with a small amount of input modification, you can set more keyword input boxes on the keyword input page, and input boxes corresponding to basic options and expanded options, such as fund code, fund name, fund type, Many of the issuance mode, exchange, fund type, fund issuance method, currency, fund face value, fund custody bank, management fee ratio, etc. can be input limited, and the fund system searches the database according to the input keywords Matching, when a relatively close fund to be copied is found, it will be copied and presented to the user. The user will modify it. The more keywords the user fills in, the smaller the limited range. The fund information found is close to each other and needs to be done. The fewer modifications.

Call and copy the funds to be copied in the database; when the background receives a request to copy the funds to be copied from the browser or client, it will retrieve and copy the relevant information of the funds to be copied from the fund database.

The copied fund information is presented to the user for modification; the back-end server will copy the information of the fund to be copied to the user through the browser or the client for the user to modify.

In another embodiment, as shown in FIG. 2, the storing specific financial data information modified by the user as new financial data in the financial data database specifically includes:

Step 2051: Receive a modification to the specific financial data information;

Step 2052: Use the modified specific financial data information as target financial data; receive a storage instruction for storing the target financial data, and query and determine whether the financial data database has financial data with the same financial data code according to the storage instruction ；

Step 2053: If it exists, send a reminder of repeated saving; if it does not exist, store the target financial data in the financial data database.

When the user clicks the confirmation copy button, the browser requests the back-end server through the communication protocol, and the back-end server determines whether the new financial data already exists, and then prompts the page to prevent financial data with the same financial data code or the same financial data name. Save repeatedly. If it does not exist, the financial data information is obtained from the database according to the code and name information of the financial data to be copied, and the financial data information is filled and configured into the newly-added financial data.

Further, after the step of querying the database of the financial data according to the storage instruction whether there are financial data with the same financial data code, the method further includes:

In some embodiments, as shown in FIG. 2, before the step of querying the financial data database for matching financial data according to the basic information of the financial data, the method further includes:

Step 209: Establish a database of financial data.

After the financial data system is developed, there is no financial data information in the financial data database of the system at this time, and some financial data information can only be manually entered in the new financial data mode. These financial data information generally come from the financial data released by the Zhongdeng system ; Specifically, the system has a variety of templates for different types of financial data. When you need to create new financial data, call the corresponding template in the system (the template does not contain financial data information, and you need to fill in specific information), and then Fill in the financial data information manually and store it in the database. Through the continuous input of many new financial data information, each template only needs to enter one financial data. The next time a new financial data is created, the existing financial data information can be copied to create new financial data.

When encountering a financial data to be copied that can not be copied in the financial data database of the same type, the corresponding template is called in the system, and then manually entered and stored in the financial data database as a template /Template for the next copy. Every financial data is more or less different, all of which are stored in the database and can be used as the basis for the next copy.

One beneficial effect of this application is that new financial data can be formed by copying existing financial data to be copied that is similar to itself, and then making appropriate modifications, which greatly reduces the workload of manual operations and improves efficiency. The second beneficial effect is that users of different levels can have different query permissions, and through multiple screening to find relatively close financial data to be copied, according to the more users know, the more restrictive conditions input, the easier it is to match and compare For close financial data, the fewer modifications are made, and when users know too little, they can also try to find close financial data for copying, adapting to a variety of different users and different specific situations.

Referring to FIG. 3, in order to solve the above technical problems, an embodiment of the present application further provides a financial data generating device 500, which adopts the following technical solutions:

A device 500 for generating financial data includes:

The receiving module 502 is used to receive the basic information of financial data entered by the user on the query interface;

The query display module 503 is configured to query the financial data database for matching financial data according to the basic information of the financial data, and display the matching financial data that is queried in the form of a financial data view for users to choose;

The expansion modification module 504 receives the user's selection of the financial data view, copies the financial data selected by the user from the financial data view as the data to be processed, and expands the specific financial data information of the data to be processed for the user to modify.

The storage module 505 is used to generate target financial data according to the specific financial data information modified by the user and save it in the financial data database.

Further, as shown in FIG. 4, the device further includes:

Provide a query module 501, which is used to create a query option box in the new financial data interface as the entrance to the query interface;

It is also used to expand the query interface for the user to enter the basic information of the financial data when the user's operation event is received in the query option box.

Further, as shown in FIG. 4, the query display module 503 is also used for:

Judging whether the number of matched financial data reaches a threshold;

If the threshold is reached, the matching financial data that is queried will be displayed in the form of a financial data list;

If the threshold is not reached, the matched financial data that is queried is displayed in the form of financial data details.

Further, the query display module 503 is also used for:

When the number of financial data inquired exceeds the preset number, the attributes of the basic information of the financial data are analyzed, and prompt information is output, wherein the prompt information is used to prompt the user to enter the basic information of financial data of another attribute to narrow down Match range.

Further, the query display module 503 is also used for:

Extracting from the database the basic information of N financial data of another attribute whose appearance times exceed the threshold and are ranked first, where N is a positive integer greater than or equal to 1;

The extracted basic information of financial data of another attribute is sorted and displayed around the input box for entering the basic information of the financial data for the user to select.

Further, as shown in FIG. 4, the device further includes:

The prompt module 506 is configured to send out a prompt indicating that it cannot be found and a use prompt when the financial data in the financial data database is inquired according to the basic information of the financial data and the matching financial data view is empty.

In another embodiment, the device further includes:

Cancel copying module 507, used to provide an option to cancel copying financial data information on the interface for modifying financial data information;

The return display module 508 is configured to return to the query interface to display the financial data view according to the cancel copy operation.

In another embodiment, as shown in FIG. 4, the storage module 505 further includes:

Receiving modification sub-module 5051, configured to receive modifications to the specific financial data information;

The judgment prompt module 5052 is used to use the modified specific financial data information as the target financial data;

It is also used to receive a storage instruction for storing the target financial data, and query and determine whether the financial data database has financial data with the same financial data code according to the storage instruction;

The storage sub-module 5053, if it exists, sends out a reminder of repeated saving; if it does not exist, it stores the target financial data in the financial data database.

In some embodiments, as shown in FIG. 4, the device further includes:

The establishment module 509 is used to establish a database of financial data.

It should be noted that the device of this embodiment and the method for generating financial data in the first embodiment are based on the same inventive concept. For the specific implementation process, please refer to the method embodiment for details, and the technical features in the method embodiment are in this embodiment All are correspondingly applicable and will not be detailed here.

The embodiment of the application provides a device for generating financial data, which receives basic financial data information entered by a user on a query interface; searches the financial data database for matching financial data according to the basic financial data information, and matches the queried financial data The financial data is displayed in the form of financial data view for users to choose; from the financial data view, users can select financial data with more information similar to the newly entered financial data as a template to modify the entry, and save it as new financial data to financial data In the database, it saves the workload of financial data information entry, is more intelligent and convenient, improves work efficiency, and reduces manual entry and objectively improves accuracy.

In order to solve the above technical problem, the embodiment of the present application further provides a computer device 6. For details, please refer to Figure 5, (Application Specific Integrated Circuit, ASIC), Programmable Gate Array (Field-Programmable Gate Array, FPGA), Digital Processor (Digital Signal Processor, DSP), embedded equipment, etc.

The computer device may be a computing device such as a desktop computer, a notebook, a palmtop computer, and a cloud server. The computer device can interact with the user through a keyboard, a mouse, a remote control, a touch panel, or a voice control device.

The memory 61 includes at least one type of readable storage medium, and the readable storage medium includes flash memory, hard disk, multimedia card, card type memory (for example, SD or DX memory, etc.), random access memory (RAM), static memory Random access memory (SRAM), read only memory (ROM), electrically erasable programmable read only memory (EEPROM), programmable read only memory (PROM), magnetic memory, magnetic disks, optical disks, etc., the computer readable storage The medium can be non-volatile or volatile. In some embodiments, the memory 61 may be an internal storage unit of the computer device 6, such as a hard disk or memory of the computer device 6. In other embodiments, the memory 61 may also be an external storage device of the computer device 6, such as a plug-in hard disk equipped on the computer device 6, a smart media card (SMC), a secure digital (Secure Digital, SD) card, Flash Card, etc. Of course, the memory 61 may also include both the internal storage unit of the computer device 6 and its external storage device. In this embodiment, the memory 61 is generally used to store the operating financial data system and various application software installed in the computer device 6, for example, computer readable instructions for generating financial data. In addition, the memory 61 can also be used to temporarily store various types of data that have been output or will be output.

In some embodiments, the processor 62 may be a central processing unit (Central Processing Unit, CPU), a controller, a microcontroller, a microprocessor, or other data processing chips. The processor 62 is generally used to control the overall operation of the computer device 6. In this embodiment, the processor 62 is configured to execute computer-readable instructions or process data stored in the memory 61, for example, computer-readable instructions for executing the method for generating financial data.

The network interface 63 may include a wireless network interface or a wired network interface, and the network interface 63 is generally used to establish a communication connection between the computer device 6 and other electronic devices.

This application also provides another implementation manner, that is, to provide a computer-readable storage medium that stores a financial data generation process, and the financial data generation process can be executed by at least one processor , So that the at least one processor executes the steps of the method for generating financial data as described above.

Through the description of the above embodiments, those skilled in the art can clearly understand that the method of the above embodiments can be implemented by means of software plus the necessary general hardware platform. Of course, it can also be implemented by hardware, but in many cases the former is better.的实施方式。 Based on this understanding, the technical solution of this application essentially or the part that contributes to the existing technology can be embodied in the form of a software product, and the computer software product is stored in a storage medium (such as ROM/RAM, magnetic disk, The optical disc) includes several instructions to enable a terminal device (which can be a mobile phone, a computer, a server, an air conditioner, or a network device, etc.) to execute the method described in each embodiment of the present application.

Obviously, the embodiments described above are only a part of the embodiments of the present application, rather than all of the embodiments. The drawings show preferred embodiments of the present application, but do not limit the patent scope of the present application. This application can be implemented in many different forms. On the contrary, the purpose of providing these examples is to make the understanding of the disclosure of this application more thorough and comprehensive. Although this application has been described in detail with reference to the foregoing embodiments, for those skilled in the art, it is still possible for those skilled in the art to modify the technical solutions described in each of the foregoing specific implementations, or equivalently replace some of the technical features. . All equivalent structures made using the contents of the description and drawings of this application, directly or indirectly used in other related technical fields, are similarly within the scope of patent protection of this application.

Claims (20)

1. A method for generating financial data, which includes the following steps:

   Receive basic information of financial data entered by users on the query interface;

   Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data in the form of a financial data view for the user to select;

   Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

   According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.
2. The method for generating financial data according to claim 1, wherein before the step of receiving the basic information of financial data entered by the user in the query interface, the method further comprises:

   Create a query option box in the new financial data interface as the entrance to the query interface;

   When the user's operation event is received in the query option box, the query interface is expanded for the user to enter the basic information of the financial data.
3. The method for generating financial data according to claim 1, wherein the step of querying the financial data database for matching financial data according to the basic information of the financial data specifically comprises:

   When the number of financial data inquired exceeds the preset number, the attributes of the basic information of the financial data are analyzed, and prompt information is output, wherein the prompt information is used to prompt the user to enter the basic information of financial data of another attribute to narrow down Match range.
4. The method for generating financial data according to claim 3, wherein the step of outputting prompt information specifically comprises:

   Extracting from the database the basic information of N financial data of another attribute whose appearance times exceed the threshold and are ranked first, where N is a positive integer greater than or equal to 1;

   The extracted basic information of financial data of another attribute is sorted and displayed around the input box for entering the basic information of the financial data for the user to select.
5. The method for generating financial data according to claim 1, wherein the step of displaying the matched financial data found in the query in the form of a financial data view specifically comprises:

   Judging whether the number of matched financial data reaches a threshold;

   If the threshold is reached, the matching financial data that is queried will be displayed in the form of a financial data list;

   If the threshold is not reached, the matched financial data that is queried is displayed in the form of financial data details.
6. The method for generating financial data according to claim 1, wherein, after the step of expanding the specific financial data information of the data to be processed, the method further comprises:

   Delete the financial data code and/or financial data name of the data to be processed.
7. The method for generating financial data according to any one of claims 1 to 6, wherein the step of generating target financial data according to specific financial data information modified by the user and storing it in a financial data database specifically comprises:

   Receive modifications to the specific financial data information;

   Use the modified specific financial data information as the target financial data;

   Receiving a storage instruction for storing the target financial data, and querying and determining whether the financial data database has financial data with the same financial data code according to the storage instruction;

   If it exists, a reminder of repeated saving is issued; if it does not exist, the target financial data is stored in the financial data database.
8. A device for generating financial data, including:

   The receiving module is used to receive the basic information of financial data entered by the user on the query interface;

   The query display module is used to query the financial data database for matching financial data according to the basic information of the financial data, and display the matching financial data that is queried in the form of a financial data view for users to choose;

   Expand the modification module, receive the user's selection of the financial data view, copy the financial data selected by the user from the financial data view as data to be processed, and expand the specific financial data information of the data to be processed for the user to modify;

   The storage module is used to generate target financial data according to the specific financial data information modified by the user and save it in the financial data database.
9. 8. The financial data generating device according to claim 8, wherein the device further comprises:

   The option box creation sub-module is used to create a query option box in the new financial data interface as the entrance to the query interface;

   The interface display sub-module is used to expand the query interface for the user to enter the basic information of the financial data when the user's operation event is received in the query option box.
10. 8. The financial data generating device according to claim 8, wherein the query display module comprises:

    The query display sub-module is used to analyze the attributes of the basic information of the financial data and output prompt information when the number of queried financial data exceeds the preset number, wherein the prompt information is used to prompt the user to input another attribute The basic information of financial data to narrow the scope of matching.
11. A computer device includes a memory, a processor, and computer readable instructions stored in the memory and capable of running on the processor, wherein the processor executes the computer readable instructions as follows The steps of the method of generating financial data:

    Receive basic information of financial data entered by users on the query interface;

    Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data in the form of a financial data view for the user to select;

    Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

    According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.
12. The computer device according to claim 11, wherein, before the step of receiving the basic information of financial data entered by the user in the query interface, the method further comprises:

    Create a query option box in the new financial data interface as the entrance to the query interface;

    When the user's operation event is received in the query option box, the query interface is expanded for the user to enter the basic information of the financial data.
13. 11. The computer device of claim 11, wherein the step of querying the financial data database for matching financial data according to the basic information of the financial data specifically comprises:

    When the number of financial data inquired exceeds the preset number, the attributes of the basic information of the financial data are analyzed, and prompt information is output, wherein the prompt information is used to prompt the user to enter the basic information of financial data of another attribute to narrow down Match range.
14. The computer device according to claim 13, wherein the step of outputting prompt information specifically comprises:

    Extracting from the database the basic information of N financial data of another attribute whose appearance times exceed the threshold and are ranked first, where N is a positive integer greater than or equal to 1;

    The extracted basic information of financial data of another attribute is sorted and displayed around the input box for entering the basic information of the financial data for the user to select.
15. The computer device according to claim 11, wherein the step of displaying the matched financial data found in a financial data view specifically comprises:

    Judging whether the number of matched financial data reaches a threshold;

    If the threshold is reached, the matching financial data that is queried will be displayed in the form of a financial data list;

    If the threshold is not reached, the matched financial data that is queried is displayed in the form of financial data details.
16. A computer-readable storage medium, wherein, when the computer-readable instruction is executed by a processor, the one processing executes the steps of the method for generating financial data as described below:

    Receive basic information of financial data entered by users on the query interface;

    Query the matched financial data in the financial data database according to the basic information of the financial data, and display the matched financial data in the form of a financial data view for the user to select;

    Receiving the user's selection of the financial data view, copying the financial data selected by the user from the financial data view as data to be processed, and expanding the specific financial data information of the data to be processed for the user to modify;

    According to the specific financial data information modified by the user, the target financial data is generated and stored in the financial data database.
17. 15. The computer-readable storage medium according to claim 16, wherein, before the step of receiving the basic information of financial data entered by the user in the query interface, the method further comprises:

    Create a query option box in the new financial data interface as the entrance to the query interface;

    When the user's operation event is received in the query option box, the query interface is expanded for the user to enter the basic information of the financial data.
18. The computer-readable storage medium according to claim 16, wherein the step of querying the financial data database for matching financial data according to the basic information of the financial data specifically comprises:

    When the number of financial data inquired exceeds the preset number, the attributes of the basic information of the financial data are analyzed, and prompt information is output, wherein the prompt information is used to prompt the user to enter the basic information of financial data of another attribute to narrow down Match range.
19. The computer readable storage medium according to claim 18, wherein the step of outputting prompt information specifically comprises:

    Extracting from the database the basic information of N financial data of another attribute whose appearance times exceed the threshold and are ranked first, where N is a positive integer greater than or equal to 1;

    The extracted basic information of financial data of another attribute is sorted and displayed around the input box for entering the basic information of the financial data for the user to select.
20. The computer-readable storage medium according to claim 16, wherein the step of displaying the matched financial data that is queried in the form of a financial data view specifically comprises:

    Judging whether the number of matched financial data reaches a threshold;

    If the threshold is reached, the matching financial data that is queried will be displayed in the form of a financial data list;

    If the threshold is not reached, the matched financial data that is queried is displayed in the form of financial data details.

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