CN104317806A - Financial data inquiry method and financial data system - Google Patents
Financial data inquiry method and financial data system Download PDFInfo
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- CN104317806A CN104317806A CN201410492252.0A CN201410492252A CN104317806A CN 104317806 A CN104317806 A CN 104317806A CN 201410492252 A CN201410492252 A CN 201410492252A CN 104317806 A CN104317806 A CN 104317806A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/248—Presentation of query results
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/242—Query formulation
- G06F16/2425—Iterative querying; Query formulation based on the results of a preceding query
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/12—Accounting
- G06Q40/125—Finance or payroll
Abstract
The invention provides a financial data inquiry method and a financial data system, wherein the method comprises the following steps that: a financial data platform obtains an inquiry request sent by an inquiry terminal; a corresponding pushing template is obtained, wherein the pushing template comprises at least one pre-configured concerning focus and a group of corresponding expression languages; an inquiry template corresponding to the pushing template is obtained; an operation result is obtained through the inquiry template; result data is obtained from the operation result according to the concerning focus; the expression language corresponding to the result data is selected; and an inquiry result including the result data and the corresponding expression language is returned to the inquiry terminal. According to the financial data inquiry method provided by the invention, through configuring the mutually associated pushing template and inquiry template, the inquiry template is used for performing inquiry and calculation on professional financial data; then, the result data which users are interested in is screened out by using the concerning focus set by the pushing template, and is interpreted by the expression language; and professional difficult-to-understand financial information can be converted into natural easy-to-understand descriptions.
Description
Technical field
The present invention relates to information-based financial technical field, be specifically related to a kind of financial data querying method and financial information system.
Background technology
Finance language is a kind of general business jargon that global enterprise uses jointly, and because it is strongly professional, statement complicated, make the other staff except financial professional person, the operator of such as enterprise, supvr are difficult to understand.
In current financial information system, the result that inquiry financial data obtains normally is presented by the such as form such as account title and account table, and with technical term, such as beginning, current period, the end of term, remaining sum, amount, debit, credit side etc. state.Such result is difficult to provide effective information to non-financial professional person intuitively.
Summary of the invention
There is provided a kind of financial data querying method according to an aspect of of the present present invention, comprise the steps: that financial data platform obtains the inquiry request of inquiry terminal transmission, inquiry request carries user ID and demand mark; Obtain and identify corresponding propelling movement template with demand, push template and have at least one pre-configured focus and corresponding one group of expression language, focus is selected from least one dimension of financial data information; Obtain the query template corresponding with pushing template, query template has the first pre-configured computing formula, and the data operation rule recorded according to the first computing formula, carries out computing to the financial data corresponding with user ID, obtain operation result; From operation result, the result data corresponding with selected dimension is obtained according to focus; According to the pre-configured display rule relevant to result data, select the expression language corresponding with result data; Return Query Result to inquiry terminal, Query Result comprises the expression language of result data and correspondence, and Query Result for showing on inquiry terminal.
A kind of financial information system for performing above-mentioned financial data querying method is also provided according to another aspect of the present invention.
According to financial data querying method of the present invention, be mutually related by configuration and push template and query template, the financial data of query template to specialty is used to inquire about and calculate, re-use the focus pushing template-setup filter out the interested result data of user and make an explanation to this result data to express language, financial information hard to understand for specialty can be converted to the understandable description of nature, make non-financial accounting speciality personnel no longer by the limitation of self financial level professional technology, interested financial relevant information can be obtained in time and intuitively.
Below in conjunction with accompanying drawing, be described in detail to according to concrete example of the present invention.
Accompanying drawing explanation
Fig. 1 is the schematic flow sheet of the financial data querying method of embodiment 1;
Fig. 2 is the schematic flow sheet of the financial data querying method of embodiment 2;
Fig. 3 is the structural representation of the financial information system of embodiment 3.
Embodiment
Embodiment 1
A kind of embodiment according to financial data querying method of the present invention can refer to Fig. 1, comprises the steps:
101. financial data platforms obtain the inquiry request that inquiry terminal sends.
Alleged financial data platform is to provide the data system of Financial Information System function, is gathered, typing by financial staff to data wherein.
Alleged inquiry terminal is the smart machine being provided with suitable client-side program.Such as, smart mobile phone, computer etc.Inquiry terminal can be communicated with financial data platform by wired or wireless communication mode.Alleged suitable client-side program both can be general signal procedure, such as micro-letter etc., the communication object (such as micro-letter public number) financial data platform being considered as public's formula communicates, also can be exclusively used in the client-side program with financial data Platform communication, concrete communication implementation form limitation of the invention.
Alleged inquiry request carries user ID and demand mark.Wherein user ID refers to the mark can determining the financial data belonging to this user on financial data platform.In other words, financial data platform can be the network platform of multiple users share, and terminal user can determine the identity of self by using when logining platform the username and password etc. of registered in advance.Certainly, the mode of binding terminal or communications account can be passed through, make the identity of user after being verified first, can within a certain period of time again with the automatic confirmation obtaining financial data platform during financial data Platform communication, now user ID can be represented by terminal iidentification or communications account.
Demand mark and pre-configured propelling movement template one_to_one corresponding, demand mark (or identify with demand and describe language one to one, below no longer distinguish) list be presented on the interface of inquiry terminal, user by selecting interested demand mark send corresponding inquiry request.Shown demand mark can, from the angle of inquiry (such as supvr), use the natural language of non-financial technical term to be described, such as " company makes money? ", " how much company has now? " Deng.
Because demand mark is corresponding with propelling movement template, demand mark can be configured when configuring and pushing template, when user logins financial data platform by inquiry terminal, the demand identification list configured is pushed and is presented on the interface of inquiry terminal.
In other embodiments, for giving user control device more flexibly, inquiry request also can carry the screening conditions of user's input, and these screening conditions can act on follow-up financial data inquiry and calculating process.The screening conditions of carrying in inquiry request can be the rule and content that are easy to be understood by non-financial professional person, so that user intuitively and correctly can input the screening conditions of expectation.Such as, can be time marking or entity identification.Alleged time marking is for determining the time interval needing the financial data participating in computing, and such as, user can select on June 1,1 day to 2014 January in 2014 as the data interval of inquiry.Alleged entity identification is used for the financial data determining to need the entity participating in computing from the financial data of multiple entities corresponding to this user ID, and in other words, a user ID can corresponding multiple entity identification.Such as a group company can use a user ID, and each branch office or subsidiary company etc. of its subordinate can use different entity identifications, and user by selecting entity identification can select one or more entity as the object of data query neatly.
102. acquisitions identify corresponding propelling movement template with demand.
The alleged template that pushes has at least one pre-configured focus and corresponding one group of expression language.Financial staff can carry out the configuration pushing template by the demand understanding terminal user, pre-configured process can be undertaken by original client supplying financial staff to operate the data on financial data platform, also can be undertaken by newly-increased special client, concrete communication and executive mode do not form limitation of the invention.
Alleged focus is selected from least one dimension of financial data information.Generally speaking, the financial data of specialty has multiple description dimension, such as, for describing " beginning, current period, the end of term " in cycle etc., for describing " remaining sum, the amount " of number etc., and for " debit, the credit side " that describe direction etc.By selecting interested dimension for user's request, effectively the statement of high finance data can be converted to the content of easy understand.Such as, for " company make money? " this inquires about demand, focus can be chosen as " current period remaining sum ".
Alleged expression language is then one group of natural language description corresponding with selected focus, push in template and be provided with relevant display rule in advance, after obtaining corresponding result data according to focus, according to display rule result data can be converted to and express language accordingly.Such as, for " company makes money? " this inquires about demand, configurable such display rule: if when the result data of " current period remaining sum " correspondence that (detailed process will describe in detail in next step) obtains is for " debit " after inquiry, corresponding expression language can be configured to " it's a pity; lose ", if when the result data of correspondence is " credit side ", corresponding expression language can be configured to " congratulate you, earn ".
In other embodiments, for Query Result can be presented to user better according to the ability of different terminals, can in inquiry request further carried terminal type identification, then the rule corresponding with terminal type identification can be comprised, for selecting the form of the expression language being suitable for different terminals display according to different terminal types in display rule.Such as, for the terminal with powerful display capabilities and bandwidth communication capabilities, such as desktop computer etc., display rule can be configured to present and enrich the detailed description of details or even detailed financial report more, and and terminal that movability stronger limited for interface dimensions, such as smart mobile phones etc., display rule can be configured to present concisely and intuitively phrase formula result.
In other embodiments, for obtaining abundanter or comprehensive Query Result, push template can have pre-configured two or more focus, each focus have corresponding one group express language, follow-up can according to each focus obtain respectively corresponding result data and express language.
103. obtain the query template corresponding with pushing template, obtain operation result.
Alleged query template has the first pre-configured computing formula, and the data operation rule recorded according to the first computing formula, carries out computing to the financial data corresponding with user ID, obtain operation result.
Query template pushes the tie between template and professional financial data, can be configured by financial staff, the demand of inquiring user is converted to operation rule to professional financial data by computing formula, its configuration approach can with propelling movement template class seemingly, repeat no more.
In other embodiments, more exactly the demand of inquiring user is converted to the operation rule to financial data for ease of financial staff, query template can also have pre-configured screening conditions (be only for the purpose of mark, can be described as " the first screening conditions ") further.First screening conditions can be the rule of classifying to financial data based on financial professional knowledge and content.Such as, for " company make money? " this inquires about demand, screening conditions can be configured to such logical expression: " ' account classification ' equals ' profit and loss class ' and ' belonging to phase type ' equals ' monthly ' ".Screened by the financial data of screening conditions to the computing of participation first computing formula, inquiry demand can be expressed more accurately, such as, for " company make money? " this inquires about demand, and the first computing formula can be configured to the total of the data of screening rear all directions.Certainly, when also carrying screening conditions (be only for the purpose of mark, can be described as " the second screening conditions ") of user's input in inquiry request, two kinds of screening conditions all can be used to when carrying out data screening.
104. obtain result data according to focus.
The operation result that query template obtains is usually multidimensional, such as, may comprise " beginning balance ", " current period remaining sum ", " ending balance ", " initial amount ", " current period amount ", " end of term amount ", " initial quantity remaining sum ", " current period quantity remaining sum ", " end of term quantity remaining sum ", " initial quantity amount ", " current period quantity amount ", " end of term quantity amount ", " initial foreign currency remaining sum ", " current period foreign currency remaining sum ", " end of term foreign currency remaining sum ", " initial foreign currency amount ", " current period foreign currency amount ", " end of term foreign currency amount " etc.Alleged foreign currency refers to the xenocurrency relative with the standard coin that this country adjusts, and such as, if standard coin is Renminbi, foreign currency can be dollar, Hongkong dollar, sterling etc.
The result data corresponding with selected dimension can be obtained from operation result, i.e. the interested data of inquiry according to focus.If there is multiple focus can select corresponding result data respectively.
105. select the expression language corresponding with result data.
As previously mentioned, push template and there is the pre-configured display rule relevant to result data, the expression language corresponding with result data can be selected according to display rule.
106. return Query Result to inquiry terminal.
Alleged Query Result comprises the expression language of the above results data and correspondence, for showing on inquiry terminal.Display interface on inquiry terminal can be configured corresponding to used client-side program, the configurable different display interface form of dissimilar inquiry terminal.When there being multiple focus, Query Result can comprise the expression language of result data and the correspondence obtained respectively according to each focus, and the display interface of inquiry terminal can show respectively.
Embodiment 2
Another kind of embodiment according to financial data querying method of the present invention can refer to Fig. 2, comprises the steps:
201. financial data platforms obtain the inquiry request that inquiry terminal sends.
This step is similar with the description in embodiment 1, repeats no more.
202. acquisitions identify corresponding propelling movement template with demand.
Propelling movement template in the present embodiment and the key distinction of embodiment 1 are, push template to there being plural query template, alleged display rule also comprises the second pre-configured computing formula, and set expression language is the expression language corresponding with the net result data obtained via the second computing formula.
In other embodiments, the result data participating in the computing of the second computing formula also can come from same query template, in this case, push template and there is pre-configured two or more focus, result data can be obtained respectively according to each focus.
Generally speaking, the result data directly got by focus is generally the result data with absolute figure, such as total value, aggregate-value etc., and by pushing the second computing formula that template configures, computing is carried out to the result data from two or more query template (or two or more focus), the result data with relative value can be obtained, such as, ratio value, number percent etc., make inquiry can obtain the Query Result more with broad perspectives, contribute to further by financial information visualize.
203. obtain each query template corresponding with pushing template, obtain operation result respectively.
For each query template, this step is similar with the description in embodiment 1, repeats no more.
204. obtain result data according to focus from the operation result of each query template.
Or, in other embodiments, according to different focus, from the operation result of query template, obtain result data respectively.
205. carry out computing according to the data operation rule of the second computing formula record to result data obtains net result data.
206. select the expression language corresponding with net result data.
207. return Query Result to inquiry terminal.
The expression language of net result data and correspondence is comprised in the Query Result returned.Certainly, each result data directly selected by focus also can be comprised further, so that inquiring user obtains more fully information.
One of ordinary skill in the art will appreciate that, in above-described embodiment, all or part of step of various method can be carried out instruction related hardware by program and completes, this program can be stored in a computer-readable recording medium, and storage medium can comprise: ROM (read-only memory), random access memory, disk or CD etc.
Embodiment 3
A kind of embodiment according to financial information system of the present invention can refer to Fig. 3, and this financial information system comprises communication module 301, modular converter 302 and enquiry module 303, can be used for performing aforementioned financial data querying method.Wherein:
Communication module 301, for obtaining the inquiry request that inquiry terminal sends, inquiry request carries user ID and demand mark; Return Query Result to inquiry terminal, Query Result comprises the result data of modular converter 302 acquisition and the expression language of correspondence, and Query Result for showing on inquiry terminal;
Modular converter 302, corresponding propelling movement template is identified with demand for obtaining, push template and there is at least one pre-configured focus and corresponding one group of expression language, focus is selected from least one dimension of financial data information, from the operation result that enquiry module 303 obtains, the result data corresponding with selected dimension is obtained according to focus, according to the pre-configured display rule relevant to result data, select the expression language corresponding with result data;
Enquiry module 303, for obtaining the query template corresponding with pushing template, query template has the first pre-configured computing formula, the data operation rule recorded according to the first computing formula, computing is carried out to the financial data corresponding with user ID, obtains operation result.
Preferably, enquiry module also for, screen according to the financial data of screening conditions to the computing of participation first computing formula, screening conditions are included in the first screening conditions pre-configured on query template, and/or, the second screening conditions carried in inquiry request.
Preferably, modular converter also for, after obtaining result data according to focus from the operation result of each query template, the data operation rule recorded according to the second pre-configured computing formula included by display rule is carried out computing to result data and is obtained net result data, and selected expression language is the expression language corresponding with net result data; Communication module also for, when returning Query Result to inquiry terminal, also return net result data.
More than apply specific case to set forth principle of the present invention and embodiment, should be appreciated that, above embodiment just understands the present invention for helping, and should not be construed as limitation of the present invention.For one of ordinary skill in the art, according to thought of the present invention, can change above-mentioned embodiment.
Claims (10)
1. a financial data querying method, is characterized in that, comprises,
Financial data platform obtains the inquiry request that inquiry terminal sends, and described inquiry request carries user ID and demand mark;
Obtain and identify corresponding propelling movement template with described demand, described propelling movement template has at least one pre-configured focus and corresponding one group of expression language, and described focus is selected from least one dimension of financial data information;
Obtain the query template corresponding with described propelling movement template, described query template has the first pre-configured computing formula, the data operation rule recorded according to the first computing formula, carries out computing to the financial data corresponding with described user ID, obtains operation result;
From described operation result, the result data corresponding with selected dimension is obtained according to described focus;
According to the pre-configured display rule relevant to result data, select the expression language corresponding with described result data;
Return Query Result to inquiry terminal, described Query Result comprises the described expression language of described result data and correspondence, and described Query Result for showing on inquiry terminal.
2. the method for claim 1, it is characterized in that, described query template also has the first pre-configured screening conditions, and/or, described inquiry request also carries the second screening conditions, and alleged screening conditions are used for screening the financial data of the computing of participation first computing formula.
3. method as claimed in claim 2, it is characterized in that, described second screening conditions comprise time marking and/or entity identification, described time marking is for determining the time interval needing the financial data participating in computing, and described entity identification is used for the financial data determining to need the entity participating in computing from the financial data of multiple entities corresponding to described user ID.
4. the method for claim 1, it is characterized in that, described inquiry request is carried terminal type identification also, and described display rule also comprises the rule corresponding with described terminal type identification, for selecting the form of the expression language being suitable for different terminals display according to different terminal types.
5. the method as described in Claims 1-4 any one, is characterized in that, described propelling movement template is to there being plural query template, and described display rule also comprises the second pre-configured computing formula;
After obtaining result data according to focus from the operation result of each query template, the data operation rule recorded according to the second computing formula is carried out computing to result data and is obtained net result data, and selected expression language is the expression language corresponding with net result data;
When returning Query Result to inquiry terminal, also return described net result data.
6. the method as described in Claims 1-4 any one, is characterized in that, described propelling movement template has pre-configured two or more focus, and each focus has corresponding one group and expresses language; Described Query Result comprises the expression language of result data and the correspondence obtained respectively according to each focus.
7. the method as described in Claims 1-4 any one, is characterized in that, described propelling movement template has pre-configured two or more focus, and described display rule also comprises the second pre-configured computing formula;
Obtaining respectively after result data according to each focus, the data operation rule recorded according to the second computing formula is carried out computing to result data and is obtained net result data, and selected expression language is the expression language corresponding with net result data;
When returning Query Result to inquiry terminal, also return described net result data.
8. a financial information system, is characterized in that, comprising:
Communication module, for obtaining the inquiry request that inquiry terminal sends, described inquiry request carries user ID and demand mark; Return Query Result to inquiry terminal, described Query Result comprises the result data of modular converter acquisition and the expression language of correspondence, and described Query Result for showing on inquiry terminal;
Modular converter, corresponding propelling movement template is identified with described demand for obtaining, described propelling movement template has at least one pre-configured focus and corresponding one group of expression language, described focus is selected from least one dimension of financial data information, from the operation result that enquiry module obtains, the result data corresponding with selected dimension is obtained according to described focus, according to the pre-configured display rule relevant to result data, select the expression language corresponding with described result data;
Enquiry module, for obtaining the query template corresponding with described propelling movement template, described query template has the first pre-configured computing formula, the data operation rule recorded according to the first computing formula, computing is carried out to the financial data corresponding with described user ID, obtains operation result.
9. system as claimed in claim 8, is characterized in that,
Described enquiry module also for, screen according to the financial data of screening conditions to the computing of participation first computing formula, described screening conditions are included in the first screening conditions pre-configured on described query template, and/or, the second screening conditions carried in described inquiry request.
10. system as claimed in claim 8, is characterized in that,
Described modular converter also for, after obtaining result data according to focus from the operation result of each query template, the data operation rule recorded according to the second pre-configured computing formula included by described display rule is carried out computing to result data and is obtained net result data, and selected expression language is the expression language corresponding with net result data;
Described communication module also for, when returning Query Result to inquiry terminal, also return described net result data.
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| CN106530069A (en) * | 2016-11-03 | 2017-03-22 | 山东中创软件工程股份有限公司 | Financial data analysis method and system |
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| CN107481129A (en) * | 2017-09-29 | 2017-12-15 | 武汉企越财务咨询有限公司 | Financial data management system for financial counseling company |
| CN109213781A (en) * | 2018-08-27 | 2019-01-15 | 平安科技（深圳）有限公司 | Air control data query method and device |
| CN109447780A (en) * | 2018-09-18 | 2019-03-08 | 深圳壹账通智能科技有限公司 | Information push method, device, computer equipment and storage medium |
| CN109299926A (en) * | 2018-12-03 | 2019-02-01 | 武汉快税通财税服务股份有限公司 | A kind of external finance software data integration method |
| CN110222031A (en) * | 2019-05-20 | 2019-09-10 | 中国气象局资产管理事务中心 | The method and system of various dimensions account is automatically generated using database technology |
| CN113297299A (en) * | 2021-06-23 | 2021-08-24 | 南宁学院 | Financial data fuzzy query method |
| CN113888064A (en) * | 2021-12-09 | 2022-01-04 | 航天云网数据研究院(广东)有限公司 | Product quality tracing method, device and equipment in food and beverage industry |
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