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WO2018149083A1 - Procédé et dispositif de transfert de données de service, support d'informations et terminal - Google Patents

Procédé et dispositif de transfert de données de service, support d'informations et terminal Download PDF

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Publication number
WO2018149083A1
WO2018149083A1 PCT/CN2017/090577 CN2017090577W WO2018149083A1 WO 2018149083 A1 WO2018149083 A1 WO 2018149083A1 CN 2017090577 W CN2017090577 W CN 2017090577W WO 2018149083 A1 WO2018149083 A1 WO 2018149083A1
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WIPO (PCT)
Prior art keywords
approval
batch
task
signing
interface
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
PCT/CN2017/090577
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English (en)
Chinese (zh)
Inventor
毛砚秋
罗鹏飞
钟向波
张文涛
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Ping An Technology Shenzhen Co Ltd
Original Assignee
Ping An Technology Shenzhen Co Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
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Publication of WO2018149083A1 publication Critical patent/WO2018149083A1/fr
Anticipated expiration legal-status Critical
Ceased legal-status Critical Current

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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G06Q10/103—Workflow collaboration or project management

Definitions

  • the present invention relates to the field of information processing technologies, and in particular, to a service data flow method, apparatus, storage medium, and terminal.
  • Business data for signing approval includes expense reimbursement approval data, travel approval data, and so on.
  • Each piece of business data to be approved as a signing task requires multiple approvers to conduct layer-by-layer approval. In the process, it is reflected that the business data is transferred, and according to the opinions of different approvers, it is transferred to the corresponding On the approval terminal corresponding to other approvers, whether the business data is approved or not is determined according to the approval opinions of each approver or the approval opinions of the last approver.
  • the approver needs to consult the business data in each of the signed tasks, and approve the registration tasks one by one.
  • This kind of approval method has little effect on a small number of pending signing tasks, and when a large number of pending signing tasks require an approver to approve, the traditional approval method requires a large amount of time for the approver. The approval efficiency is not high.
  • a service data streaming method, apparatus, storage medium, and terminal are provided.
  • a business data flow method comprising the steps of:
  • a service data flow device comprising:
  • the report task display module is configured to obtain a batch approval instruction generated by clicking on the batch approval control on the display interface; and jumping to the batch approval interface according to the batch approval instruction, where the batch approval interface is used for displaying the pending approval Signing task;
  • Selecting a module configured to receive a selected instruction for at least one of the signing tasks in the batch approval interface
  • the approval opinion generating module is configured to receive the approval information input by the user; and generate, according to the approval information, an approval opinion of each of the selected tasks selected by the current approval user, and send the approval opinion to the server.
  • One or more non-volatile readable storage media storing computer-executable instructions, the computer-executable instructions being executed by one or more processors, such that the one or more processors perform the steps of:
  • a terminal comprising a memory and a processor, wherein the memory stores instructions that, when executed by the processor, cause the processor to perform the following steps:
  • FIG. 1 is an application environment diagram of a service data flow method in an embodiment
  • FIG 2 is an internal structural diagram of an approval terminal in an embodiment
  • FIG. 3 is a flow chart of a method for transferring service data in an embodiment
  • FIG. 4 is a flow chart of a method for transferring a service data in another embodiment
  • FIG. 5 is a flowchart of steps of screening a report task in a service data flow method in an embodiment
  • FIG. 6 is a schematic diagram of an interface of a batch approval interface in an embodiment
  • FIG. 7 is a structural block diagram of a service data flow device in an embodiment.
  • the service data flow method provided by the embodiment of the present invention can be applied to the application environment shown in FIG. 1 .
  • the approval terminal 110 is connected to the server 120 through a corresponding network.
  • the approval terminal 110 can receive the pending signing task sent by the server 120, and the signing task includes the corresponding business data to be approved, and obtains the batch approval instruction generated by clicking the batch approval control on the display interface;
  • the batch approval instruction jumps to a batch approval interface, where the batch approval interface is used to display a signature task to be approved; receives a selection instruction for at least one signature task in the batch approval interface; and receives approval for user input
  • FIG. 2 is a schematic diagram showing the internal structure of a terminal in an embodiment.
  • the terminal can be a mobile phone, a tablet or a personal digital assistant.
  • the approval terminal includes a processor, a memory, a network interface, a display screen, an input device, a sound collection device, and a speaker connected through a system bus.
  • the processor is used to provide calculation and control capabilities to support the operation of the entire approval terminal.
  • the memory is used to store data, instruction codes, etc.
  • the network interface is used for external approval terminals and servers to communicate via a network connection.
  • the display can be a liquid crystal display or an electronic ink display for displaying information.
  • the input device may be a touch layer covered on the display screen, a button, a trackball or a touchpad provided on the outer casing of the approval terminal, or an external keyboard, a touchpad or a mouse.
  • the input device is for receiving information input by the user.
  • the sound collecting device is for receiving voice information input by the user, and the speaker is for playing sound information.
  • At least one computer executable instruction is stored on the memory, the computer executable instructions being executable by the processor to implement the business data flow method provided in various embodiments of the present application.
  • Memory can include disk, CD, read-only memory (Read-Only)
  • a nonvolatile storage medium such as a memory or a ROM, or a random storage memory (Random-Access-Memory, RAM).
  • the memory includes a non-volatile storage medium and an internal memory.
  • the non-volatile storage medium of the terminal stores an operating system, a database, and computer executable instructions.
  • the database stores data related to a service data flow method provided by the various embodiments described below.
  • the computer executable instructions are executable by a processor for implementing a service data flow method as provided by various embodiments described below.
  • the internal memory in the terminal provides a cached operating environment for operating systems, databases, and computer executable instructions in a non-volatile storage medium.
  • FIG. 2 is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation of the approval terminal to which the solution of the present application is applied.
  • the specific approval terminal may be It includes more or fewer components than those shown in the figures, or some components are combined, or have different component arrangements.
  • a service data flow method is provided. This embodiment is applied to the environment shown in FIG. 1 by the method, and is applied to the approval terminal shown in FIG. 2 for illustration.
  • the service data flow method specifically includes the following steps:
  • Step S302 Acquire a batch approval instruction generated by clicking on the batch approval control on the display interface.
  • the approval terminal may obtain the signature task corresponding to the user identifier of the currently registered approval user from the server, and the signature task includes the service data to be approved.
  • the user identifier is a unique identifier used to determine the identity of the approved user.
  • the user identification may be a character string of characters including at least one of a number, a letter, and a punctuation mark, such as a login account that may be an approved user.
  • the business data includes the required approval items and the corresponding approval process, which is the approval order between each user who needs to approve the signing task.
  • the business data also includes the approval opinions of each approved user on the signed items.
  • the approval order is adaptively determined by the server according to a preset approval rule.
  • the signing task includes two states of pending approval and approval.
  • a batch approval trigger control is displayed on the display interface of the approval terminal, and the batch approval instruction is triggered when the trigger operation of the batch approval trigger control is monitored.
  • the batch approval instruction is used for batch approval of the signing tasks to be approved to improve the efficiency of approval.
  • the batch approval trigger control can be displayed on the first page after the approval user logs in successfully. It can also display the preset position corresponding to any other approval interface after the approval user login is successful, so that the user can conveniently select whether to perform batch approval at any time.
  • Step S304 according to the batch approval instruction, jump to the batch approval interface, and the batch approval interface is used to display the signing task to be approved.
  • the approval terminal can detect the approval status of all the signature tasks assigned by the server for the user, and filter out all the signature tasks to be approved, and display the signature tasks in the batch approval interface.
  • a page display or a drop-down display may be provided, so that the approval user can view a plurality of signing tasks to be approved.
  • only the corresponding signing items may be displayed by default in the batch approval interface.
  • the signing items may include information such as the name of the corresponding applicant, the telephone number, the date of submission, the department and the specific content of the request for signing.
  • the specific content of the request for signing can be expense reimbursement, leave request, and the like.
  • the expense is reimbursed, it includes information such as the corresponding reimbursement amount and reimbursement expense category, such as travel expenses. If you are applying for leave, you will include information such as the number of days of leave and the reason for the leave.
  • Step S306 receiving a selection instruction for at least one signature task in the batch approval interface.
  • the approval terminal may provide a corresponding selection control for each of the displayed signature tasks to be approved.
  • the selection control can be a selection box. By listening to the trigger operation of the selected control by the user, the selected/unchecked instruction of the corresponding signed task can be triggered.
  • a batch selection control may also be provided in the batch approval interface. By monitoring the trigger operation of the selected selection control by the user, the selection of all the signature tasks displayed in the corresponding interface may be triggered/ Uncheck the command.
  • Step S308 receiving approval information input by the user.
  • the approval information may be any one of voice information or text information.
  • the batch approval interface may also provide an approval information input box and/or a drop-down box for inputting the approval opinions, and the information input by the approval user in the approval information input box is used as the approval information. And/or according to the user's selection operation of one of the plurality of preset approval opinions included in the drop-down box, as the corresponding approval information.
  • a plurality of commonly used triggering control triggering controls may also be provided in the batch approval interface, and each of the triggering controls may display corresponding approval opinions.
  • trigger controls that indicate approval opinions such as “Agree”, “Disagree”, “Scratch Opinion”, “Request for Others”, “Return to Applicant”, and “Forward Others” can be displayed separately.
  • the trigger operation of one of the controls is monitored, the approval information corresponding to the trigger operation is obtained, and the approval information is used as the approval information input by the user.
  • the convenience of user approval is further improved by directly providing approval information indicating the corresponding approval opinions.
  • the voice input control may also be provided in the batch approval interface. After the trigger operation of the voice input control is monitored, the voice information in the current environment may be obtained, and the voice information is used as the approval information.
  • the voice information in the current environment may be obtained, and the voice information is used as the approval information.
  • the convenience of inputting approval information can also be improved. For example, when listening to the pressing operation of the voice input control, the voice information in the current environment can be continuously obtained, and when the listening operation ends, the voice information in the current environment is terminated. The voice information acquired during the pressing is used as the approval information.
  • the approval terminal may further set approval information corresponding to different motion trajectories, and detect the motion trajectory of the local machine by using the motion sensor in the approval terminal, and match the detected motion trajectory with the preset motion trajectory.
  • the approval information corresponding to the matched motion track is obtained. For example, the user can shake the phone to obtain the corresponding approval information.
  • Step S310 Generate, according to the approval information, an approval opinion of the current approval user for each of the selected tasks selected by the selected instruction, and send the approval opinion to the server.
  • the approval opinions include “agree” and “disagree”, and may also include one or more of “temporary opinions”, “soliciting opinions”, “returning applicants”, and “forwarding others”.
  • the approval terminal can analyze the approval information and analyze the corresponding approval opinions.
  • the approval opinion is used as the approval opinion of the current approval user for each of the selected tasks selected by the selected instruction, and is sent to the server.
  • the server updates the received approval information with the corresponding business data, and determines the next approver according to the approval opinion, and uses the updated business data as the approval task of the next approver, and the next approver adds the updated Business data is approved. Or determine the approval result of the business data according to the approval opinion, and notify the applicant or other relevant personnel of the business data.
  • the voice information is parsed by using a preset voice parsing device, converted into corresponding text information, and the keywords and each keyword included in the text information are detected. For the matching degree of the approval opinions, the approval opinion with the highest matching degree is taken as the approval opinion corresponding to the voice approval information.
  • the approval terminal may pop up a corresponding confirmation interface according to the parsed approval opinions, where the confirmation interface includes the parsed corresponding approval opinions, and provides confirmation whether to submit to the server. Trigger control.
  • the approval opinion is used as an approval opinion of the current approval user for each of the selected tasks selected by the selected instruction, and is sent to the server.
  • the batch approval instruction by receiving the batch approval instruction, the batch approval instruction jumps to the batch approval interface, and multiple signature tasks are simultaneously selected on the interface, and the approval information is obtained, and the current approval user is selected according to the approval information.
  • the approval comments for each signing task are sent to the server.
  • FIG. 4 another method of service data flow is provided.
  • the method includes:
  • Step S402 Acquire a batch approval instruction generated by clicking a click of the batch approval control on the display interface.
  • Step S404 according to the batch approval instruction, jump to the batch approval interface, and the batch approval interface is used to display the signing task to be approved.
  • Step S406 detecting whether each pending signing task carries a batch approval mark.
  • the batch approval mark is set to determine whether the batch approval mark is set for the corresponding signing task according to the combination of one or more of the approval category, the approval complexity, and the risk size of each of the signing tasks.
  • the approval task for the batch approval mark is set to allow the approval task for the batch approval operation.
  • the approval category may include an expense reimbursement category and a leave category, and the approval complexity and the risk size may be determined according to one or more of the number of approved users involved, the amount of the fee involved, and the number of leave days. Among them, the more the number of approved users, the greater the amount involved, and the longer the number of leave days, the higher the complexity of the corresponding approval and the greater the risk.
  • the server may determine the approval type, approval complexity, and risk size according to the signing event. And determining whether to set a batch approval mark for the corresponding signing task according to the combination of one or more of the approval category, the approval complexity, and the risk size.
  • step S408 the pending signing task carrying the batch approval mark is displayed in the batch approval interface.
  • the batch approval task displays the pending signing task that carries the batch approval mark, and can hide the pending signing task that does not carry the batch approval mark, so that the user views all A pending approval task that can be bulk approved.
  • the selection box for the pending signing task that does not carry the batch approval mark cannot be selected, so that the pending signing task that does not carry the batch approval mark cannot be selected.
  • Step S410 Receive a selection instruction for at least one signature task in the batch approval interface.
  • the selected instruction is selected to be a pending signing task carrying a batch approval mark.
  • Step S412 receiving approval information input by the user.
  • Step S414 Generate, according to the approval information, an approval opinion of the current approval user for each of the selected tasks selected by the selected instruction, and send the approval opinion to the server.
  • the method before the step of receiving the selected instruction for the at least one of the batch approval tasks, the method further includes the step of signing the task screening. Specifically, as shown in FIG. 5, the step includes:
  • Step S502 receiving screening information of the signing task to be approved.
  • the approval terminal further presets a screening condition for the signing task.
  • a general screening condition template may be provided. After the specific reporting task category is determined, the corresponding screening condition may be determined according to the reporting category task.
  • the signing task of the category of expense reimbursement is signed.
  • the conditions for screening in the batch approval interface include options such as “Amount”, “Expenses”, “Manager”, “Signing Time”, “Electronic Reimbursement Order Number” and “Affiliate Center”. Each option provides a corresponding input box, and by receiving the information input by the user in each input box, the screening information of the signing task to be approved can be determined.
  • the expense category indicates the classification of the expense reimbursement category, which may include, for example, over travel expenses, conference fees, and the like.
  • Step S504 Perform a search according to the screening information, and display a signing task that meets the screening information in the batch approval interface.
  • the approval terminal may perform a search in all the pending signing tasks, query whether the task information of the corresponding signing task satisfies the received screening information, and display the queried signing task that meets the screening information.
  • the approval terminal may search in all the pending signing tasks carrying the batch approval mark, and the pending approval report carrying the batch approval mark is displayed in the batch approval interface. task.
  • the convenience of batch approval can be further improved by providing screening capabilities.
  • the step of jumping to the batch approval interface according to the batch approval instruction comprises: obtaining key information in the corresponding approval task according to the batch approval instruction; displaying the key information in the form of a list in the batch approval interface.
  • the approval terminal may extract corresponding key information from the signing items of each approval task.
  • the key information may be information of certain fixed fields in the business data, such as the applicant's name, telephone number, filing date, and department.
  • the corresponding field information can also be extracted from the specific content of the request signing.
  • the information of the field includes one or more of a fee amount, a fee category, a leave date, and a report time (ie, a delivery date). And based on this information to form key information.
  • the key information also includes the task name.
  • the task name of the signing task may include one or more of the above-mentioned field information, and the task name is named according to a preset format, so that the relevant approval items can be roughly understood according to the name.
  • the approval terminal can display each pending signature task in the form of a list, and the key information of each signature task is displayed in the table, so that the approval user can intuitively understand the approval items of the approval task. Further, a link of the corresponding file information may be set in the file name, so that after receiving the click operation on the file name, the specific content of the corresponding approval task may be opened.
  • the batch approval interface further includes a pending task displayed in a list form, wherein the key information includes two columns: a file name and a file information.
  • the file name includes the applicant's department (Wuxi Branch), the name of the manager (Zhang San), the amount involved (cost total RMB100, payment 99.2), accounting subject (5321601), budget item number ( B030801), the number corresponding to the reimbursement item (as shown in the figure) and the name of the applicant (Li Si).
  • the approval task is displayed in the form of a list, and the key information of each approval task is displayed in the list, so that the approval user can intuitively understand the specific content of the approval task. Improve the convenience of batch approval.
  • the method further includes: detecting each of the selected tasks in the selection The user identifier of the next approved user corresponding to the approval opinion is the same as the user identifier of the current approved user; if yes, the approval opinion of the next approved user in the corresponding signature task is generated according to the approval information, and sent to the server.
  • the signing task since the signing task needs to be approved at the first level and one level, after the previous approval user completes the approval, the signing task is sent to the corresponding approval user, so that the next approval user The signing task is approved.
  • the approval terminal determines whether the corresponding next approved user is the current approved user according to the approval opinion. That is, it is detected whether the user identifiers of the two are the same. If they are not the same, it is determined that the user is not uniformly approved. If they are the same, it is determined to be a unified approval user.
  • the approval terminal may generate an approval opinion of the next approved user in the corresponding signature task according to the approval information. Specifically, the generated approval comments will continue to be sent to the server as the approval opinions of the next approved user.
  • the approval terminal detects the approval opinion of the first-level approval user “Zhang San”, it can detect whether the approval user in the second to third levels is “Zhang San”. At this time, the approval opinion can be used as the approval opinion of the second to third levels. Further, the approval opinion can be used as the approval opinion of the third level of "Zhang San” and sent to the server. The server is notified to the fourth level of "Zhang Si" to approve the signing task.
  • the workload of the user's continuous examination and approval can be reduced, and the examination and approval efficiency is further improved.
  • a structural block diagram of a service data flow device is provided.
  • the device can be run on the approval terminal, and includes: a signature task display module 702, a selection module 704, and an approval opinion generation module 706. among them:
  • the report task display module 702 is configured to obtain a batch approval instruction generated by clicking on the batch approval control on the display interface; and jump to the batch approval interface according to the batch approval instruction, and the batch approval interface is used to display the pending approval report. task.
  • the selected module 704 is configured to receive a selected instruction for at least one of the signing tasks in the batch approval interface.
  • the approval opinion generating module 706 is configured to receive the approval information input by the user, and generate an approval opinion of the current approval user for each of the selected reporting tasks selected by the selected instruction according to the approval information, and send the approval opinion to the server.
  • the signing task display module 702 is further configured to detect whether each pending signing task carries a batch approval mark; and the pending signing task carrying the batch approval mark is displayed in the batch approval interface.
  • the selection module 704 is further configured to receive a selected instruction for at least one pending approval task that carries the batch approval flag in the batch approval interface.
  • the batch approval flag is determined whether a batch approval flag is set for the corresponding signing task according to a combination of one or more of the approval category, the approval complexity, and the risk size of each of the signing tasks.
  • the signing task display module 702 is further configured to receive screening information of the signing task to be approved; perform a search according to the screening information, and display a signing task that meets the screening information in the batch approval interface.
  • the signing task display module 702 is further configured to obtain key information in the corresponding approval task according to the batch approval instruction; and display the key information in the form of a list in the batch approval interface.
  • the approval opinion generating module 706 is further configured to detect, in each of the selected reporting tasks, whether the user identifier of the next approved user corresponding to the approval opinion is the same as the user identifier of the currently approved user; if yes, The approval opinion of the next approval user in the corresponding signature task is generated according to the approval information, and is sent to the server.
  • the various modules in the above business data flow device may be implemented in whole or in part by software, hardware, and combinations thereof.
  • the network interface may be an Ethernet card or a wireless network card.
  • the above modules may be embedded in the hardware in the terminal or in the memory in the terminal, or may be stored in the memory in the terminal in the form of software, so that the processor calls the execution of the operations corresponding to the above modules.
  • the processor can be a central processing unit (CPU), a microprocessor, a microcontroller, or the like.
  • the storage medium may be a magnetic disk, an optical disk, or a read-only storage memory (Read-Only) Memory, ROM), etc.

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Abstract

L'invention concerne un procédé et un dispositif de transfert de données de service, un support d'informations et un terminal. Le procédé comprend les étapes qui consistent : à obtenir une instruction d'approbation par lot générée par un clic agissant sur une commande d'approbation par lot sur une interface d'affichage ; à sauter à une interface d'approbation par lot selon l'instruction d'approbation par lot, l'interface d'approbation par lot servant à représenter des tâches de signature à approuver ; à recevoir une instruction de sélection d'au moins une tâche de signature dans l'interface d'approbation par lot ; à recevoir des informations d'approbation entrées par un utilisateur ; à générer, en fonction des informations d'approbation, des commentaires d'approbation pour chaque tâche de signature sélectionnée dans l'instruction de sélection provenant de l'utilisateur d'approbation courant, et à envoyer les commentaires d'approbation à un serveur.
PCT/CN2017/090577 2017-02-20 2017-06-28 Procédé et dispositif de transfert de données de service, support d'informations et terminal Ceased WO2018149083A1 (fr)

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CN201710091082.9 2017-02-20
CN201710091082.9A CN106997507A (zh) 2017-02-20 2017-02-20 业务数据流转方法和装置

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CN112446682A (zh) * 2020-11-30 2021-03-05 泰康保险集团股份有限公司 一种合同审批方法及装置
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CN115248645A (zh) * 2021-04-28 2022-10-28 华为技术有限公司 一种快捷操作方法及移动终端
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