CN114090544A - Template generation method, data entry template, data entry method and device - Google Patents

Abstract

The invention relates to the technical field of data processing, in particular to a template generation method, a data entry template, a data entry method and a device, wherein the method comprises the following steps: determining a plurality of data types corresponding to data information to be input in the target service classification; acquiring a data table corresponding to each data type, wherein the data table comprises a plurality of field fields, and each field is used for indicating a user to enter field information contained in data information of the data type; configuring a corresponding data checking component for each data table, wherein the data checking component is used for performing self-checking on data information which is already recorded in the data table and feeding back a checking result; and generating a data entry template corresponding to the target service classification according to the data tables corresponding to the multiple data types. The template generation method can quickly generate the data entry template, thereby improving the efficiency of data entry work and ensuring the quality of the entered data.

Description

Template generation method, data entry template, data entry method and device

technical field

The invention relates to the technical field of data processing, in particular to a template generation method, a data entry template, a data entry method and a device.

Background technique

Data supplementation is an important part of the data migration of the bank's core business system. Only by obtaining high-quality data can a good data radiation effect be exerted in the follow-up work. Data volume and data quality have always been the two major pain points in data supplementary recording.

In the data migration work of the bank's core business system, the cases where data supplementary recording is required mainly include the business that the old line system is managed by manual ledger. Due to the small amount of business data and the high-cost business of migrating through system docking, As well as the business of supplementary recording according to actual needs, etc.

In the process of supplementing the existing data, the business personnel manually enter the data and submit it to the data center for data aggregation. Due to the large number of business personnel, and each business personnel corresponds to multiple pieces of supplementary recording data, the data volume of supplementary recording data received by the data center increases linearly, so that it takes a long time for the data to be aggregated after reaching the data center.

In addition, there is no unified supplementary data submission standard, and the quality of supplementary data submitted by various business personnel may vary. There may be problems such as lack of necessary fields for follow-up requirements, and different existing fields, so that the database table cannot be completely covered. In the case of control, the efficiency of the data center's summary work will be extremely low, resulting in a high time cost of data supplementary recording, which will affect the data migration and the progress of the entire project.

SUMMARY OF THE INVENTION

In view of the above-mentioned problems of the prior art, the purpose of the present invention is to provide a template generation method, data entry template, data entry method and device, which can quickly generate a data entry template, thereby improving the efficiency of data entry work and ensuring the quality of entry data .

In order to solve the above problems, the present invention provides a template generation method, comprising:

Determine multiple data types corresponding to the data information to be entered in the target business classification;

For each data type, obtain a data table corresponding to the data type, the data table includes a plurality of field fields, and each of the field fields is used to instruct the user to enter the field information contained in the data information of the data type;

For each data table, configure a corresponding data check component for the data table, and the data check component is used for self-checking the data information that has been entered in the data table, and feeding back the check result;

A data entry template corresponding to the target business classification is generated according to the data tables corresponding to the multiple data types.

Further, for each data type, obtaining the data table corresponding to the data type includes:

For each data type, obtain the data table template corresponding to the data type, and use the data table template as the data table corresponding to the data type;

or,

For each data type, obtain a plurality of field fields related to the data type from the field pool;

Combining the plurality of field fields to obtain a data table corresponding to the data type.

Further, the self-checking includes single-table checking and multi-table horizontal checking;

The single table check is used to check the data information that has been entered in the data table;

The multi-table horizontal check is used to verify the data relationship between the data information that has been entered in the data table and the data information that has been entered in other data tables in the data entry template.

Further, the method also includes:

For each field in each data table, configure one or more of the reporting format, mandatory input and sample data corresponding to the field;

The reporting format is used to describe the value range, data format or input description of the field information corresponding to the field field;

The mandatory input is used to describe the necessity of entering the field information corresponding to the field field;

The example data is used for the user's reference when entering the field information corresponding to the field field.

Another aspect of the present invention provides a data entry template generated according to the above template generation method. The data entry template includes a plurality of data tables, each of which is used for a user to enter the data of each data type in the target business classification. Data information;

each of the data tables includes a data check component and a plurality of field fields;

Each of the field fields is used to instruct the user to enter the field information contained in the data information;

The data checking component is used for self-checking the data information that has been entered in the data table, and feeding back the checking result.

Further, each of the data tables further includes one or more of the filling format, mandatory input and sample data corresponding to each of the column fields.

Another aspect of the present invention provides a data entry method, comprising:

Obtain the data entry template as above, the data entry template includes a plurality of data tables;

Acquiring data information of each data type in the target business classification entered by the user based on the multiple data tables;

In response to a user's preset operation on the data checking component in the multiple data tables, self-checking is performed on the data information that has been entered in the multiple data tables, and the checking results are fed back.

Another aspect of the present invention provides a template generation device, comprising:

a data type determination module, used for determining multiple data types corresponding to the data information to be entered in the target business classification;

A data table acquisition module is used for each data type to acquire a data table corresponding to the data type, the data table includes a plurality of column fields, and each of the column fields is used to instruct the user to enter the data of the data type. Field information contained in the data information;

A data checking component configuration module, for configuring a corresponding data checking component for each data table for the data table, and the data checking component is used for self-checking the data information that has been entered in the data table verification, and feedback the inspection results;

A data entry template generation module is configured to generate a data entry template corresponding to the target business classification according to the data tables corresponding to the multiple data types.

Another aspect of the present invention provides a data entry device, comprising:

a data entry template acquisition module, used for acquiring the above-mentioned data entry template, wherein the data entry template includes a plurality of data tables;

a data information acquisition module, configured to acquire the data information of each data type in the target business classification entered by the user based on the multiple data tables;

The self-checking module is configured to perform self-checking on the data information that has been entered in the multiple data tables in response to the user's preset operations on the data checking components in the multiple data tables, and feed back the checking results .

Another aspect of the present invention provides an electronic device, comprising a processor and a memory, wherein the memory stores at least one instruction or at least one program, the at least one instruction or the at least one program is loaded and executed by the processor To implement the template generation method as described above.

Another aspect of the present invention provides a computer-readable storage medium, wherein the computer-readable storage medium stores at least one instruction or at least one program, the at least one instruction or the at least one program is loaded and executed by a processor to Implement the template generation method as described above.

Another aspect of the present invention provides a computer program product, comprising a computer program/instruction, the computer program/instruction, when executed by a processor, implements the steps of the above-mentioned template generation method.

Due to the above-mentioned technical scheme, the present invention has the following beneficial effects:

According to the template generation method of the embodiment of the present invention, data tables are respectively constructed for the data of each data type in the target business classification, and corresponding data checking components are configured to finally form a corresponding data entry template. By using the column fields of the data table The content of the input data is limited, so that business personnel can perform data entry for specific businesses according to the field fields, without considering the field field differences for different businesses, and at the same time, it can also reduce the difference between the input data of different business personnel. , to improve the efficiency of data entry and ensure the quality of the entered data. By embedding the data checking component in the data table, the business personnel can realize the semi-automatic checking function by operating the data checking component after inputting the data, so as to find the errors of the input data and further ensure the data quality. , to move forward the work of data inspection and find the time point of problems ahead of time, and gain valuable time for other follow-up work.

Description of drawings

In order to illustrate the technical solutions of the present invention more clearly, the following will briefly introduce the accompanying drawings that are required to be used in the description of the embodiments or the prior art. Obviously, the drawings in the following description are only some embodiments of the present invention, and for those of ordinary skill in the art, other drawings can also be obtained from these drawings without creative effort.

1 is a flowchart of a template generation method provided by an embodiment of the present invention;

2 is a schematic diagram of a data entry template provided by an embodiment of the present invention;

3A and 3B are schematic diagrams of a data entry template for small and micro enterprise bank on-lending provided by an embodiment of the present invention;

4 is a schematic diagram of a data table provided by an embodiment of the present invention;

5 is a schematic diagram of a data table filling and reporting format provided by an embodiment of the present invention;

6 is a schematic diagram of a uniqueness check provided by an embodiment of the present invention;

7A to 7C are schematic diagrams of data verification results provided by an embodiment of the present invention;

8 is a flowchart of a data entry method provided by an embodiment of the present invention;

9 is a schematic structural diagram of a template generation device provided by an embodiment of the present invention;

10 is a schematic structural diagram of a data entry device provided by an embodiment of the present invention;

FIG. 11 is a schematic structural diagram of an electronic device provided by an embodiment of the present invention.

Detailed ways

In order to make those skilled in the art better understand the solutions of the present invention, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only These are some embodiments of the present invention, but not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative work fall within the protection scope of the present invention.

It should be noted that the terms "first", "second" and the like in the description and claims of the present invention and the above drawings are used to distinguish similar objects, and are not necessarily used to describe a specific sequence or sequence. It is to be understood that the data so used may be interchanged under appropriate circumstances such that the embodiments of the invention described herein can be practiced in sequences other than those illustrated or described herein. Furthermore, the terms "comprising" and "having", and any variations thereof, are intended to cover non-exclusive inclusion, for example, a process, method, apparatus, product or device comprising a series of steps or units is not necessarily limited to those expressly listed Rather, those steps or units may include other steps or units not expressly listed or inherent to these processes, methods, products or devices.

In order to make the disclosed purposes, technical solutions and advantages of the embodiments of the present invention more clear, the embodiments of the present invention will be described in further detail below with reference to the accompanying drawings and the embodiments. It should be understood that the specific embodiments described herein are only used to explain the embodiments of the present invention, and are not used to limit the embodiments of the present invention. The acquisition, storage, use, and processing of data in the technical solutions of the embodiments of the present invention all comply with the relevant provisions of national laws and regulations.

First, the embodiments of the present invention explain the following concepts:

Data migration: Data migration refers to migrating data that is providing online services from one system to another.

Data supplementary recording: In some scenarios, the business service adopts manual accounting, and data is not entered into the system. When this type of data is migrated, business personnel need to manually add and record the data to the data center.

EXCEL macro script: It is an EXCEL-based programming language that can be embedded in data entry templates to control input and provide data-related checking functions.

Data verification: For the inspection of supplementary data, the data needs to meet basic conditions, such as mandatory, size, positive and negative values, range of values, and logical constraints on values between tables.

Syndicated loan: A bank group led by one or more banks approved to operate the loan business, with the participation of multiple banks and non-bank financial institutions, adopts the same loan agreement and provides financing to the same borrower according to the agreed terms and conditions. .

Example 1

Referring to FIG. 1 of the specification, it shows the flow of a template generation method provided by an embodiment of the present invention. Specifically, as shown in FIG. 1 , the method may include the following steps:

S110: Determine multiple data types corresponding to the data information to be entered in the target business classification.

In this embodiment of the present invention, the corresponding data type may be determined according to the data information contained in the target service classification, and the data information of different target service classifications may have the same data type or may have different data types. For example, for the small and micro enterprise bank on-loan business in the core business system of the bank, the corresponding loan data includes loan contract, loan account, loan details, interest calculation details, repayment plan, loan interest bill details, repayment details, normal interest rate Parameters and overdue interest rate parameters. For the off-balance sheet loan business handled manually by Mojin, the corresponding loan data includes data of loan contracts, loan accounts and loan details.

S120: For each data type, obtain a data table corresponding to the data type, the data table includes a plurality of field fields, and each of the field fields is used to indicate a field included in the data information entered by the user in the data type information.

In this embodiment of the present invention, data of one data type may correspond to one or more identical data tables. The column fields of the data table record the field names, which correspond to the data fields in the database table one-to-one, and the column fields may include the minimum fields required to be entered in the data information of the data type corresponding to the data table. The column field provides a standard for the entry of the data information, and the business personnel can distinguish which fields need to be entered and which fields do not need to be entered according to the column fields of each data table in the data entry template, which can be directly avoided. Dirty data is generated to avoid the situation where the entered data is not a valid field in the database table.

In the embodiment of the present invention, the data table is based on the fields in the field pool, and combined with the current target business requirements, summarizes the minimum entry items of each data type data, and the field pool may include all business classifications. All the minimal fields required, the field pool can be pre-summarized and obtained by business personnel.

In this embodiment of the present invention, the data table corresponding to each data type may be predetermined, or a plurality of field fields related to the data type may be obtained from the field pool, and different field fields may be combined to obtain the corresponding data table . Specifically, for each data type, acquiring the data table corresponding to the data type may include:

For each data type, obtain the data table template corresponding to the data type, and use the data table template as the data table corresponding to the data type;

or,

For each data type, obtain a plurality of field fields related to the data type from the field pool;

Combining the plurality of field fields to obtain a data table corresponding to the data type.

In a specific embodiment, the template generation method provided by the embodiment of the present invention can be applied to the loan data supplementary recording work scenario of the core business system of the bank, and the business personnel can summarize the simplest field pool for the loan data in advance for generation. Data entry template. Specifically, all the simplest fields (about 200) required for inputting loan data can be summarized to form a field pool. For different business classifications, it is only necessary to select corresponding fields from the field pool to form a data table corresponding to each data type. , and then generate a data entry template for use by business personnel who enter data.

Exemplarily, loan data in a bank's core business system is differentiated from core entities and can be divided into contract data and account data, as shown in Table 1 below.

Table 1

Among them, the loan contract is entered and approved by the credit business process system (CLPM). After the approval, the CLPM system will call the bank's core business system transaction to establish a corporate loan contract, which records the customer information, amount, term, price, etc. of the credit contract. elements. Some important fields in contract data are shown in Table 2 below.

Table 2

Among them, the credit contract generates account data after the loan is issued, which records the principal, interest, status and other account data of the entire life cycle from loan disbursement to loan settlement. Most of the accounting transactions of corporate loans It is processing account data, and some important fields are shown in Table 3 below.

It should be noted that the contract type data may also include other field information other than the fields described in Table 2, and the account type data may also include other field information other than the fields described in Table 3. This is not limited.

Exemplarily, for the non-syndicated loan data of the bank's core business system, the loan contract, loan account, loan details, interest calculation details, repayment plan, loan can be generated in advance based on the field pool formed by all the simplest fields obtained by summarizing and summarizing. The data tables corresponding to the data types of interest bill details, repayment details, normal interest rate parameters and overdue interest rate parameters. For the small and micro enterprise bank on-lending business in the bank's core business system, the above data tables can be directly obtained. For the off-balance sheet loan business handled manually by Trade Gold, you can directly obtain the data sheet corresponding to the loan contract, loan account and loan details.

table 3

Exemplarily, for the bank on-lending business of small and micro enterprises in the bank's core business system, it is also possible to first determine the loan contract, loan account, loan details, interest calculation details, repayment plan, loan interest bill details, repayment details, For the data types of normal interest rate parameters and overdue interest rate parameters, for each data type, the corresponding multiple fields can be obtained from the field pool formed by all the simplest fields obtained by summarizing and summarizing, and the corresponding fields can be generated according to a certain logic. data sheet.

In the embodiment of the present invention, some fields involved in the corresponding business are selected from the summarized field pool including all core fields, and combined into various data tables in the data entry template according to certain business logic, which has a high degree of freedom. For other business categories newly added in this project, or data entry tasks in other projects, in general, the existing fields can still be used for combination, and the scalability is high.

In a possible embodiment, after the data table template corresponding to the data type is obtained, the data table template may also be adjusted to obtain the data table corresponding to the data type. Specifically, the adjustment of the data table template may include adding or subtracting some fields, modifying the mandatory nature of some fields, and so on. In this embodiment of the present invention, by generating multiple data table templates in advance, when generating data entry templates for target business classifications, a small number of fields can be adjusted on the basis of existing data table templates for different business classifications, and some fields must be adjusted according to the existing data table templates. You can lose it, without major changes or even redoing.

S130: For each data table, configure a corresponding data check component for the data table, where the data check component is used to perform self-check on the data information that has been entered in the data table, and feed back the check result .

In this embodiment of the present invention, a VBA macro control can be created for each data table to limit the input content and provide a data self-checking function. By configuring the data check component in the data table, the threshold for data check is lowered, so that business personnel can check themselves after completing data entry, expose data problems before summarizing, and improve the accuracy of their own input data .

Specifically, the self-checking may include single-sheet checking and multi-sheet horizontal checking;

The single table check is used to check the data information that has been entered in the data table;

The multi-table horizontal check is used to verify the data relationship between the data information that has been entered in the data table and the data information that has been entered in other data tables in the data entry template.

S140: Generate a data entry template corresponding to the target business classification according to the data tables corresponding to the multiple data types.

In the embodiment of the present invention, the data entry templates corresponding to the target business classifications may be obtained by combining data tables corresponding to various data types.

In a possible embodiment, the method may further include:

For each field in each data table, configure one or more of the reporting format, mandatory input and sample data corresponding to the field;

The reporting format is used to describe the value range, data format or input description of the field information corresponding to the field field;

The mandatory input is used to describe the necessity of entering the field information corresponding to the field field;

The example data is used for the user's reference when entering the field information corresponding to the field field.

In the embodiment of the present invention, the value range, data format or input description corresponding to the field fields can be used as a standard for business personnel to input data, and also a standard for self-checking of data. It should be noted that the details of the reporting format, mandatory input, sample data, single-form check, and multi-form horizontal check in the embodiments of the present invention will be described in detail in the subsequent process of introducing the data entry template.

In the embodiment of the present invention, different data entry templates can be generated for different business classifications for subsequent use, and the degree of freedom is high enough to deal with new business involved in the future and optimization iteration of existing business.

The data entry template generated by the template generation method provided by the embodiment of the present invention is described in detail below. Referring to FIG. 2 of the specification, it shows a schematic diagram of a data entry template provided by an embodiment of the present invention. The data entry template can be generated by the template generation method shown in FIG. 1 . As shown in FIG. 2 , the data entry template The input template includes a plurality of data tables, and each of the data tables is used for the user to input the data information of each data type in the target business classification;

each of the data tables includes a data check component and a plurality of field fields;

Each of the field fields is used to instruct the user to enter the field information contained in the data information;

The data checking component is used for self-checking the data information that has been entered in the data table, and feeding back the checking result.

In the embodiment of the present invention, the data entry template is based on the fields in the field pool, combined with the current target business requirements, summarizes the minimum entry items, the field field of the data table records the field name, and the data in the database table The fields are in one-to-one correspondence, and the field fields may include the minimum fields that need to be entered in the data information of the data type corresponding to the data table. The field pool includes all the minimal fields required for data entry in all business classifications, and the field pool can be pre-summarized by business personnel.

In a specific embodiment, the data entry template can be applied to the loan data supplementary entry work scenario of the bank's core business system, and the business personnel can generate a corresponding data entry template for the loan data in advance for the business personnel who enter the data to use .

Specifically, because the core business system of a bank can usually include the following business categories: factoring e-loans, guaranteed winning loans, undisbursed contract details, trade gold off-balance sheet advances, trade gold letter of credit advances, partial write-off and split, agency Bank syndicated, domestic factoring guarantee payment, off-balance sheet loan business handled by Trade Finance manually, loan financing business handled by Trade Finance manually, overdue loan by Trade Finance and bank on-loan for small and micro enterprises, etc. For each business classification of the bank's core business system, a corresponding data entry template can be generated for business personnel to use.

Taking the bank transfer loan business of small and micro enterprises as an example, the corresponding loan data includes loan contract, loan account, loan details, interest calculation details, repayment plan, loan interest bill details, repayment details, normal interest rate parameters and overdue interest rate parameters Data of these data types, therefore, as shown in FIG. 3A , the data entry template of the bank on-loan for small and micro enterprises includes data tables corresponding to the above-mentioned data types. Among them, the loan contract data table is used to enter the loan-to-customer contract information, including but not limited to the contract amount, term, interest calculation and settlement parameter information, payment settlement account information, etc.; the loan account data table is used to enter the loan principal and interest balance; The loan detail data table is used to input the information of previous loan records; the interest calculation details data table is used to input the previous customer interest calculation process; the repayment plan data table is used to input the date of each loan repayment plan. and the amount; the loan interest bill detail data table is used to enter the loan interest details that should be repaid and repaid for each period up to the current period; the repayment detail data table is used to enter the previous principal and interest repayment details; the normal interest rate parameter data table is used to enter the loan Normal interest rate information; Overdue interest rate parameter data table is used to enter loan overdue interest rate information.

Specifically, for the data entry template of loan data in the bank's core business system, each data table can start with seven fields: /Update Date", "Supplementary Entry Template", "Business Type", "Contract No." and "IOU No.", these seven fields describe the basic information of the data table of the current data supplementary entry work and the primary key of the current data. The data table may also include various fields required for data of the corresponding data type. For example, the loan contract data table may also include fields such as contract expiration date, contract termination date, loan expiration date, term unit and term value.

Specifically, the loan contract data table may use the contract number as the primary key, and in some data entry templates, the contract number + IOU serial number may be used as the joint primary key. The same contract will have a unique contract number, and the contract number will be used for correspondence between different data sheets. In conjunction with Figure 3B of the reference manual, taking the loan contract as a reference, in most cases, a loan contract should correspond to a loan account, corresponding to one or more loan details, normal interest rates and overdue interest rates (“1-n” in the figure ), and at the same time, the interest calculation details, bill details, and repayment details may be one-to-zero or one-to-many (“0-n” in the figure). This also means that the contract number (or contract number + IOU serial number) is not allowed to be repeated in the loan contract and loan account data tables.

Specifically, in the data migration work, there is a correspondence between the data table of the data entry template of the small and micro enterprise bank on-loan and the database table as shown in Table 4 below.

Table 4

Original Chinese name Correspondence Chinese name of target table loan contract one-on-one Loan Contract Customer Relationship Information many to one Loan Contract Structure Data Sheet one-on-one loan contract one-on-one Loan contract partition information one-on-one Loan VAT Information one-on-one Loan Contract Tax Rate Details one-on-one Loan contract account stock information table Loan Interest Bill Details many-to-many Loan Contract Account Statement loan account one-on-one Loan Contract Account many-to-many Loan contract account interest accrual Loan details one-on-one Loan contract amount usage information one-on-one Loan contract disbursement information one-on-one Loan contract account principal information Loan details, repayment details one-on-one Loan Contract Account Details repayment plan one-on-one Loan contract repayment plan many-to-many Loan Contract Account Statement Interest calculation details one-on-one Loan contract account interest evidence details normal rate one-on-one Loan contract negotiated interest rate conditions past due rate one-on-one Loan contract negotiated interest rate conditions

For other business classifications, corresponding data entry templates can also be generated similarly. As shown in Table 5 below, for non-syndicated loans, eleven sets of data entry templates can be designed according to business classifications, including factoring e-loans, guaranteed winning loans, details of undisbursed contracts, off-balance sheet advances of trade finance, and advances from trade finance letters of credit Data entry templates for payment, partial write-off and split, domestic factoring guarantee payment, manual loan off-balance sheet business handled by Maojin, loan financing business manually handled by Maojin, overdue loan of Maojin and bank on-loan for small and micro enterprises. Table 5 shows the data table information contained in the data entry templates for each business classification of non-syndicated loans. It can be seen that for different business classifications, the data tables involved can be recombined to form a new entry. Template, good scalability.

table 5

In this embodiment of the present invention, each of the data tables may further include one or more of the filling format, mandatory input, and sample data corresponding to each of the field fields. Wherein, the reporting format is used to describe the value range, data format or input description of the field information corresponding to the field field; the mandatory input is used to describe the necessity of inputting the field information corresponding to the field field ; The sample data is used for the user's reference when entering the field information corresponding to the field field.

Specifically, the value range, data format or input description corresponding to the field field can be used as a standard for business personnel to input data, and also a standard for subsequent self-checking of the data. For example, the supplementary record/update date in Figure 4, the data format is YYYYMMDD, then all data in this column must be 8 digits, and the date is reasonable. Business personnel can clarify the data entry standards by filling in the report format, improve the quality of the entered data, and effectively reduce the number of reprocessing of data when entering the database. For the limited value range, the data entry template can limit the input, and change it to the drop-down menu option as shown in Figure 5, which can directly avoid the diversity and robustness of the input, and effectively reduce the data diversity caused by synonyms. frequency of occurrence.

Specifically, the mandatory fields corresponding to the field can include the following four types:

1. Mandatory/Required: means that the input must be entered;

2. Mandatory/Required (default value): Refer to filling in according to the default value provided in the reporting format;

3. Not involved: It means that it can be filled in according to the input instructions. If there is no detailed description, it can be filled in blank or 0;

4. Non-required/non-required: It means that it is not necessary to fill in under general conditions, but is required under specific conditions.

Among them, business personnel can determine the necessity of data entry through mandatory input. For some fields that are not involved and not mandatory, if the accuracy of the data cannot be guaranteed, or the data is missing, they do not need to fill in. At the same time, for fields that must be lost, if the accuracy cannot be guaranteed, or even missing, it can play an early warning role, that is, clarify the fields that must be lost before uploading, so as to avoid the possibility of being called back by the data center after forcibly uploading. Directly increase work efficiency.

Specifically, the sample data corresponding to the field fields are used to eliminate ambiguity and unify input specifications, and are provided to business personnel for reference. They do not participate in data verification and are not allowed to be deleted.

In this embodiment of the present invention, the data table may be an EXCEL table, and the data check component may be implemented by relying on a VBA macro script embedded in EXCEL, and the data check component may be controlled through the "Data Check" button and The "Color Recovery" button is implemented. After filling in the data, the business personnel can click the "Data Check" button to realize the data self-check, and the data entry template will provide feedback to the user according to the existing data check results; The user can reset the color of each cell of the data table by clicking the "Color Recovery" button.

Specifically, the self-checking may include single-sheet checking and multi-sheet horizontal checking;

The single table check is used to check the data information that has been entered in the data table;

The multi-table horizontal check is used to verify the data relationship between the data information that has been entered in the data table and the data information that has been entered in other data tables in the data entry template.

Among them, the single-table check refers to the check in the current data table of the data entry template, and does not involve the check of the association relationship between each data table. The single-table check can include numerical uniqueness check and secondary relationship check. , mandatory check, mathematical property check and legality check, etc.

The uniqueness check means that the field cannot be repeated in the entire data table, such as the contract number, etc. As shown in Figure 6, the contract number is not allowed to be repeated in the entire table, so it should be checked in the data verification. If it is repeated, an error will be reported.

The second-level relationship check means that when some field fields take certain values, the value range of another field field changes accordingly. For example, when the interest rate adjustment method is "periodic adjustment" or "fixed daily adjustment", the first three digits of the corresponding interest rate adjustment period code must be 001-012, and the last one must be "M", otherwise it will be prompted in the error prompt area "Interest rate adjustment cycle coding error", and an error is reported.

Mandatory check means that for some mandatory fields, if the field is empty, an error will be reported. For example, when it is recognized that the mandatory fields are described as "must be entered", "required", etc., check whether the corresponding cell has an empty field, and if there is, an error will be reported.

Mathematical property check means that for some field fields, the values in it must satisfy a certain size relationship with another field field in the same data table. For example, the total loan amount should be greater than or equal to the account balance, if not, an error will be reported.

Validity check refers to the fact that the input format or value range has been specified for some field fields when they are designed. For example, if the field description is a fixed value and the input content does not match the value range, an error will be reported.

Among them, the multi-table horizontal check is different from the single-table check, and is mainly used to check the data relationship between different data tables. The multi-table horizontal check may include correspondence check, existence check, and mathematical property check.

Correspondence check refers to that certain fields in multiple data tables need to satisfy a certain relationship. For example, some fields in the loan contract and loan account need to be filled out. The field cannot be empty at this time, so it must also participate in mandatory verification. For example, the contract number of the loan contract and the loan account must satisfy a one-to-one relationship. If the loan contract and the contract number of the loan account are not in a one-to-one relationship, an error will be reported.

Existence check refers to what exists in a certain data table and needs to exist in some other data table as well. For example, the I/O numbers of loan contracts and loan accounts need to be in one-to-one correspondence, and the numbers in the contract table also need to be in the account table, and vice versa. If the corresponding conditions are not met, an error will be reported.

The mathematical property check is the most complicated part of the multi-table horizontal check, which means that the values of certain fields between different data tables need to satisfy certain specific mathematical relationships. For example, under the same loan account, the cumulative sum of the repayment details must be consistent with the cumulative recovery amount. The judgment conditions not only involve the summation of one contract corresponding to one account and multiple details under the same primary key, but also involve different data tables. horizontal judgment. For example, the contract amount in the loan contract table and the loan account balance in the loan account table satisfy the relationship, if the corresponding conditions are not met, an error will be reported. For another example, the cumulative amount of the loan details must be consistent with the cumulative amount issued, otherwise an error will be reported.

It should be noted that the above examples do not constitute a restriction on the inspection content of the single-form check and the multi-form horizontal check. The single-form check and the multi-form horizontal check may also include other types of checks. The present invention implements the The example does not limit this.

The embodiment of the present invention adopts EXCEL macro control for data quality, which includes core functions such as inevitable control, legal value control, condition control, horizontal check, etc., and provides error feedback for users for timely correction, and the data check work Move forward, improve data entry instructions, with high controllability.

In the embodiment of the present invention, the multi-table horizontal check may be performed after the single-table check, so that an error reported after the self-check will preferentially expose errors in the single-table check. Specifically, for the current data table, advanced single-table inspection can be performed. If the single-table inspection fails, the error of the single-table inspection is fed back. If the single-table inspection passes, the multi-table horizontal inspection is performed. If the horizontal check of the table fails, the error of the horizontal check of the multi-table will be fed back. If the horizontal check of the multi-table is passed, the check of the data table will be passed.

In the embodiment of the present invention, according to the error type, the inspection results can be divided into three categories: 1. The inspection is passed, indicating that the data information meets the basic database storage requirements; 2. The single-table inspection fails; 3. Multiple tables The horizontal inspection inspection failed. The inspection results can be displayed in a data table, and different inspection results can be displayed in different ways, for example, different colors or different prompt information can be used to distinguish them.

Exemplarily, the check result can be displayed at the position corresponding to the check result in the data table, if the check is passed, then the check is passed, and if the check fails, the latest error prompt can be displayed, and for different The inspection results are returned in different colors. When the inspection is passed, the inspection results are returned in green, when the single-table inspection fails, the inspection results are in red, and when the multi-table horizontal inspection fails, the inspection results are returned in yellow. Optionally, when the check result is that the check fails, not only the latest error prompt, but also the error type prompt will be displayed, and a red or yellow warning will be displayed for the wrong field position according to the error type.

Exemplarily, as shown in FIG. 7A , when the inspection result is that the inspection has passed, the position corresponding to the inspection result is displayed as the inspection passed and feedback green, as shown in FIG. 7B and FIG. 7C , when the inspection result is checked When the check fails, the latest error prompt and error type prompt will be displayed at the corresponding position of the check result, and the feedback will be red or yellow. At the same time, the color of the corresponding error will be displayed at the field information of the error. If an association is involved, all associated column field information in the data table will be colored at the same time.

As a preferred embodiment, each data table in the data entry template includes a "data check" button and a "color recovery" button, and the button of each data table can only check the current data table and its horizontally related data The correspondence between certain fields of the table. Therefore, the data check pass should be every data table check pass. In this way, the checking process of each data table can be carried out separately, which facilitates error prompting and user modification of errors.

In the embodiment of the present invention, by embedding a highly coupled macro script in the data entry template, macro control is performed on the entire data entry file, and the input of cells, the range of numerical values, the range of values for drop-down menus, and the positive and negative values of values are strictly controlled. , The relationship between the tables of each data table, the mathematical relationship between the values and the business logic relationship, etc., further ensure the data quality, and provide users with error feedback for timely correction, with high controllability.

To sum up, according to the template generation method of the embodiment of the present invention, data tables are respectively constructed for the data of each data type in the target business classification, and corresponding data checking components are configured to finally form a corresponding data entry template. The column fields of the table limit the content of the input data, so that business personnel can perform data entry for specific businesses according to the column fields, without considering the differences in the column fields for different businesses, and at the same time, it can also reduce the input of different business personnel. Differences between data, improve the efficiency of data entry, and ensure the quality of entered data. By embedding the data checking component in the data table, the business personnel can realize the semi-automatic checking function by operating the data checking component after inputting the data, so as to find the errors of the input data and further ensure the data quality. , to move forward the work of data inspection and find the time point of problems ahead of time, and gain valuable time for other follow-up work.

Example 2

The data entry method provided by the embodiments of the present invention will be further described in detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the embodiments of the present invention, and are not used to limit the embodiments of the present invention. The acquisition, storage, use, and processing of data in the technical solutions of the embodiments of the present invention all comply with the relevant provisions of national laws and regulations.

Referring to FIG. 8 of the specification, it shows the flow of a data entry method provided by an embodiment of the present invention. Specifically, as shown in FIG. 8 , the method may include the following steps:

S810: Obtain a data entry template, where the data entry template includes multiple data tables;

S820: Acquire data information of each data type in the target business classification entered by the user based on the multiple data tables;

S830: In response to the user's preset operation on the data checking component in the multiple data tables, perform self-checking on the data information that has been entered in the multiple data tables, and feed back the checking results.

In this embodiment of the present invention, the data entry template may be a data entry template generated according to the template generating method shown in FIG. 1 or may be a pre-generated data entry template as shown in FIG. For detailed information, reference may be made to the specific content of Embodiment 1, and details are not described herein again in this embodiment of the present invention.

Specifically, the data entry method provided in the embodiment of the present invention may be applied to a data entry system of a business system, and the business system may include a data management system and at least one data entry system. The data management system may generate or acquire one or more pre-generated data entry templates as shown in FIG. 2 according to actual requirements, and send the data entry templates to each data entry system. The business personnel of the data entry system can enter the data information of each data type in the target business classification based on the data table of the data entry template. After the data entry is completed, the business personnel can use the data checking component in the data table to trigger the data automatic Check, after the problem is found, the business personnel can correct the problem according to the check result and carry out the data self-check again until the data meets the basic needs of data conversion. The data entry system can send the data that has passed the self-check to the data management system, and the business personnel of the data management system can check the data and store it in the warehouse. The management system stores the data information in the database; when the data check fails, the data management system can send data correction information to the corresponding data entry system, and the data correction information is used to indicate that the data file to correct the data in .

In the embodiment of the present invention, the data requirements are standardized through the data entry template, redundant and useless fields are removed, and business personnel enter the required data, thereby avoiding the possibility of missing dirty data and key data, thereby directly improving the Efficiency and success rate of data transformation.

At the same time, by configuring the data verification component in the data entry template, the threshold for data verification is lowered, so that business personnel can self-examine after completing data entry, expose data problems before summarizing, and improve their own entry data. At the same time, it reduces the frequency of re-entry and communication due to data quality, and reduces the time consumed by data transmission and feedback, thereby reducing the workload of the data aggregation process, greatly improving work efficiency and saving labor costs.

In the embodiment of the present invention, although different business classifications use different data entry templates, since the field data of different data entry templates are taken from the same field pool, a set of database tables can be implemented in the design of the database table to satisfy most businesses functions and high integration. For the data entry work of different business categories, there is no need to modify or significantly modify the database table configuration, to ensure that most of the input data share a set of database structure, to avoid the excessive number of database tables and complex associations, which increase the running time and data conversion difficulties. It directly and effectively reduces the difficulty of development and data conversion, and lays a solid foundation for subsequent data conversion work.

Referring to FIG. 9 of the specification, it shows the structure of a template generating apparatus 900 provided by an embodiment of the present invention. As shown in FIG. 9, the apparatus 900 may include:

The data type determination module 910 is used for determining a plurality of data types corresponding to the data information to be entered in the target business classification;

The data table obtaining module 920 is used for obtaining the data table corresponding to the data type for each data type, the data table includes a plurality of field fields, and each of the field fields is used to instruct the user to enter the data type The field information contained in the data information;

The data checking component configuration module 930 is configured to configure a corresponding data checking component for each data table for the data table, and the data checking component is used to perform automatic self-checking on the data information that has been entered in the data table. Inspection and feedback of inspection results;

The data entry template generating module 940 is configured to generate a data entry template corresponding to the target business classification according to the data tables corresponding to the multiple data types.

In a possible embodiment, the apparatus 900 may further include:

The format information configuration module is configured to configure, for each field in each data table, one or more of the reporting format, mandatory input and sample data corresponding to the field.

Referring to FIG. 10 of the specification, it shows the structure of a data entry device 1000 provided by an embodiment of the present invention. As shown in FIG. 10, the apparatus 1000 may include:

a data entry template acquiring module 1010, configured to acquire a data entry template, wherein the data entry template includes a plurality of data tables;

a data information acquisition module 1020, configured to acquire data information of each data type in the target business classification entered by the user based on the multiple data tables;

The self-checking module 1030 is configured to, in response to the user's preset operations on the data checking components in the multiple data tables, perform self-checking on the data information that has been entered in the multiple data tables, and feedback the checking result.

It should be noted that, when implementing the functions of the device provided in the above-mentioned embodiments, only the division of the above-mentioned functional modules is used as an example. The internal structure of the device is divided into different functional modules to complete all or part of the functions described above. In addition, the apparatus provided in the above-mentioned embodiment and the corresponding method embodiment belong to the same concept, and the specific implementation process thereof is detailed in the corresponding method embodiment, which will not be repeated here.

An embodiment of the present invention also provides an electronic device, the electronic device includes a processor and a memory, the memory stores at least one instruction or at least one program, the at least one instruction or the at least one program is loaded by the processor and Execute to implement the template generation method provided by the above method embodiments.

The memory can be used to store software programs and modules, and the processor executes various functional applications and data processing by running the software programs and modules stored in the memory. The memory may mainly include a stored program area and a stored data area, wherein the stored program area may store an operating system, application programs required for functions, etc.; the stored data area may store data created according to the use of the device, and the like. Additionally, the memory may include high-speed random access memory, and may also include non-volatile memory, such as at least one magnetic disk storage device, flash memory device, or other volatile solid state storage device. Accordingly, the memory may also include a memory controller to provide processor access to the memory.

In conjunction with FIG. 11 of the reference specification, shown is a block diagram of an electronic device 1100 according to one embodiment of the present invention. The electronic device 1100 may include one or more processors 1102 , system control logic 1108 coupled to at least one of the processors 1102 , system memory 1104 coupled to the system control logic 1108 , non-volatile memory 1104 coupled to the system control logic 1108 Memory (NVM) 1106 , and network interface 1110 to system control logic 1108 .

Processor 1102 may include one or more single-core or multi-core processors. The processor 1102 may include any combination of general purpose processors and special purpose processors (eg, graphics processors, application processors, baseband processors, etc.). In the embodiments herein, the processor 1102 may be configured to perform one or more embodiments in accordance with the various embodiments shown in FIGS. 1-7 .

In some embodiments, system control logic 1108 may include any suitable interface controller to provide any suitable interface to at least one of processors 1102 and/or any suitable device or component in communication with system control logic 1108 .

In some embodiments, system control logic 1108 may include one or more memory controllers to provide an interface to system memory 1104 . System memory 1104 may be used to load as well as store data and/or instructions. In some embodiments, memory 1104 of device 1100 may include any suitable volatile memory, such as suitable dynamic random access memory (DRAM).

NVM/memory 1106 may include one or more tangible, non-transitory computer-readable media for storing data and/or instructions. In some embodiments, the NVM/memory 1106 may include any suitable non-volatile memory such as flash memory and/or any suitable non-volatile storage device, such as HDD (Hard Disk Drive, hard disk drive), CD (Compact Disc) , optical disc) drive, at least one of DVD (Digital Versatile Disc, Digital Versatile Disc) drive.

The NVM/memory 1106 may include a portion of storage resources installed on a device of the device 1100, or it may be accessed by the device, but not necessarily part of the device. For example, NVM/storage 1106 may be accessed over the network via network interface 1110 .

In particular, system memory 1104 and NVM/memory 1106 may include temporary and permanent copies of instructions 1120, respectively. The instructions 1120 may include instructions that when executed by at least one of the processors 1102 cause the device 1100 to implement the template generation method shown in FIG. 1 . In some embodiments, instructions 1120 , hardware, firmware, and/or software components thereof may additionally/alternatively reside in system control logic 1108 , network interface 1110 , and/or processor 1102 .

Network interface 1110 may include a transceiver for providing a radio interface for device 1100 to communicate with any other suitable device (eg, front-end modules, antennas, etc.) over one or more networks. In some embodiments, network interface 1110 may be integrated with other components of device 1100 . For example, network interface 1110 may be integrated into at least one of a communications module of processor 1102, system memory 1104, NVM/memory 1106, and a firmware device (not shown) having instructions, when at least one of processor 1102 executes When instructed, device 1100 implements one or more of the various embodiments shown in FIGS. 1-7 .

Network interface 1110 may further include any suitable hardware and/or firmware to provide a multiple-input multiple-output radio interface. For example, network interface 1110 may be a network adapter, wireless network adapter, telephone modem, and/or wireless modem.

In one embodiment, at least one of the processors 1102 may be packaged with logic for one or more controllers of the system control logic 1108 to form a system-in-package (SiP). In one embodiment, at least one of the processors 1102 may be integrated on the same die with logic for one or more controllers of the system control logic 1108 to form a system on a chip (SoC).

Device 1100 may further include an input/output (I/O) device 1112 . I/O device 1112 may include a user interface that enables a user to interact with device 1100 ; the peripheral component interface is designed to enable peripheral components to interact with device 1100 as well. In some embodiments, device 1100 further includes sensors for determining at least one of environmental conditions and location information related to device 1100 .

In some embodiments, the user interface may include, but is not limited to, a display (eg, a liquid crystal display, a touch screen display, etc.), a speaker, a microphone, one or more cameras (eg, a still image camera and/or video camera), a flashlight (eg, a LED flash) and keyboard.

In some embodiments, peripheral component interfaces may include, but are not limited to, non-volatile memory ports, audio jacks, and power connectors.

In some embodiments, sensors may include, but are not limited to, gyroscope sensors, accelerometers, proximity sensors, ambient light sensors, and positioning units. The positioning unit may also be part of or interact with the network interface 1110 to communicate with components of the positioning network (eg, global positioning system (GPS) satellites).

It can be understood that the structures illustrated in the embodiments of the present invention do not constitute a specific limitation on the electronic device 1100 . In other embodiments of the present invention, the electronic device 1100 may include more or less components than shown, or combine some components, or separate some components, or arrange different components. The illustrated components may be implemented in hardware, software, or a combination of software and hardware.

An embodiment of the present invention further provides a computer-readable storage medium, where the computer-readable storage medium can be set in an electronic device to store at least one instruction or at least one program related to implementing a template generation method, The at least one instruction or the at least one piece of program is loaded and executed by the processor to implement the template generation method provided by the above method embodiments.

Optionally, in this embodiment of the present invention, the above-mentioned storage medium may include, but is not limited to: a U disk, a read-only memory (ROM, Read-Only Memory), a random access memory (RAM, Random Access Memory), a mobile hard disk, Various media that can store program codes, such as a magnetic disk or an optical disk.

An embodiment of the present invention also provides a computer program product, the computer program product includes a computer program/instruction, when the computer program product runs on an electronic device, the computer program/instruction is loaded and executed by a processor to implement the above Steps of the template generation method provided in an optional embodiment.

It should be noted that: the above-mentioned order of the embodiments of the present invention is only for description, and does not represent the advantages and disadvantages of the embodiments. And the foregoing describes specific embodiments of the present specification. Other embodiments are within the scope of the appended claims. In some cases, the actions or steps recited in the claims can be performed in an order different from that in the embodiments and still achieve desirable results. Additionally, the processes depicted in the figures do not necessarily require the particular order shown, or sequential order, to achieve desirable results. In some embodiments, multitasking and parallel processing are also possible or may be advantageous.

Each embodiment in this specification is described in a progressive manner, and the same and similar parts between the various embodiments may be referred to each other, and each embodiment focuses on the differences from other embodiments. In particular, for the apparatus embodiments, since they are basically similar to the method embodiments, the description is relatively simple, and reference may be made to some descriptions of the method embodiments for related parts.

Those of ordinary skill in the art can understand that all or part of the steps of implementing the above embodiments can be completed by hardware, or can be completed by instructing relevant hardware through a program, and the program can be stored in a computer-readable storage medium. The storage medium mentioned may be a read-only memory, a magnetic disk or an optical disk, etc.

The above descriptions are only preferred embodiments of the present invention, and are not intended to limit the present invention. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present invention shall be included in the protection of the present invention. within the range.

Claims (12)

1. a template generation method, is characterized in that, comprises: Determine multiple data types corresponding to the data information to be entered in the target business classification; For each data type, obtain a data table corresponding to the data type, the data table includes a plurality of field fields, and each of the field fields is used to instruct the user to enter the field information contained in the data information of the data type; For each data table, a corresponding data check component is configured for the data table, and the data check component is used for self-checking the data information that has been entered in the data table, and feeding back the check result; A data entry template corresponding to the target business classification is generated according to the data tables corresponding to the multiple data types. 2. The method according to claim 1, wherein, for each data type, acquiring a data table corresponding to the data type comprises: For each data type, obtain the data table template corresponding to the data type, and use the data table template as the data table corresponding to the data type; or, For each data type, obtain a plurality of field fields related to the data type from the field pool; Combining the plurality of field fields to obtain a data table corresponding to the data type. 3. The method according to claim 1, wherein the self-checking comprises single-table checking and multi-table horizontal checking; The single table check is used to check the data information that has been entered in the data table; The multi-table horizontal check is used to verify the data relationship between the data information already entered in the data table and the data information already entered in other data tables in the data entry template. 4. The method according to claim 1, wherein the method further comprises: For each field in each data table, configure one or more of the reporting format, mandatory input and sample data corresponding to the field; The reporting format is used to describe the value range, data format or input description of the field information corresponding to the field field; The mandatory input is used to describe the necessity of entering the field information corresponding to the field field; The example data is used for the user's reference when entering the field information corresponding to the field field. 5. A data entry template generated by the method according to claim 1, wherein the data entry template comprises a plurality of data tables, and each of the data tables is used for the user to enter each data type in the target business classification data information; each of the data tables includes a data check component and a plurality of field fields; Each of the field fields is used to instruct the user to enter the field information contained in the data information; The data checking component is used for self-checking the data information that has been entered in the data table, and feeding back the checking result. 6 . The data entry template according to claim 5 , wherein each of the data tables further includes one or more of a filling format, mandatory input and sample data corresponding to each of the field fields. 7 . 7. a data entry method, is characterized in that, comprises: obtaining a data entry template as claimed in claim 5 or 6, the data entry template comprising a plurality of data tables; Acquiring data information of each data type in the target business classification entered by the user based on the multiple data tables; In response to a user's preset operation on the data checking component in the plurality of data tables, self-checking is performed on the data information already entered in the plurality of data tables, and checking results are fed back. 8. A template generating device, characterized in that, comprising: a data type determination module, used for determining multiple data types corresponding to the data information to be entered in the target business classification; The data table acquisition module is used to obtain the data table corresponding to the data type for each data type, the data table includes a plurality of field fields, and each of the field fields is used to instruct the user to enter the data of the data type. Field information contained in the data information; A data checking component configuration module is used for configuring a corresponding data checking component for each data table for the data table, and the data checking component is used for self-checking the data information that has been entered in the data table verification, and feedback the inspection results; A data entry template generating module is configured to generate a data entry template corresponding to the target business classification according to the data tables corresponding to the multiple data types. 9. A data entry device, characterized in that, comprising: A data entry template acquisition module for acquiring the data entry template as claimed in claim 5 or 6, the data entry template comprising a plurality of data tables; a data information acquisition module, configured to acquire the data information of each data type in the target business classification entered by the user based on the multiple data tables; The self-checking module is configured to perform self-checking on the data information that has been entered in the multiple data tables in response to the user's preset operations on the data checking components in the multiple data tables, and feed back the checking results . 10. An electronic device, characterized in that the electronic device comprises a processor and a memory, the memory stores at least one instruction or at least a piece of program, and the at least one instruction or the at least one piece of program is processed by the The device is loaded and executed to implement the template generation method according to any one of claims 1-4. 11. A computer-readable storage medium, characterized in that, the computer-readable storage medium stores at least one instruction or at least one program, and the at least one instruction or at least one program is loaded and executed by a processor to achieve the following: The template generation method according to any one of claims 1-4. 12. A computer program product, comprising a computer program/instruction, characterized in that, when the computer program/instruction is executed by a processor, the steps of the template generation method according to any one of claims 1-4 are implemented.

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