CN113643110A - Configurable financial unified settlement system - Google Patents
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- CN113643110A CN113643110A CN202110795225.0A CN202110795225A CN113643110A CN 113643110 A CN113643110 A CN 113643110A CN 202110795225 A CN202110795225 A CN 202110795225A CN 113643110 A CN113643110 A CN 113643110A
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- 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
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Abstract
The invention discloses a configurable financial unified settlement system which comprises a data docking configuration module, a settlement node configuration module, a page configuration data display module and a data security permission configuration module. The invention generates a set of financial settlement data circulation scheme supporting self-definition on the basis of certain specifications by extracting the common information required in the whole financial settlement process and the repeated function of each system, receiving data configuration, node flow configuration and page display configuration, and realizes the purposes of no development or little development and rapid delivery.
Description
Technical Field
The invention relates to the technical field of financial service systems, in particular to a configurable financial unified settlement system.
Background
In daily development work, a settlement statement, a payment statement, an invoice, a certificate and the like related to financial software have approval operation related to data, along with the continuous development of company business, the business of a multipoint financial system is more and more complicated and diversified, the corresponding settlement approval process lines are more and more, the systems operated by financial personnel are also increased, the learning cost to be paid is more and more high, the efficiency is obviously reduced, and the error probability is increased. In addition, in order to ensure the accuracy and the specialty of data and achieve the purpose that the approval operation at each step is standard and traceable, all process operations need to be recorded, which is the most basic and urgent appeal of the current company financial software.
At present, products with partial configurability, such as butterfly, friend and the like, in the market support partial operation configurability, and specific operations are provided with configuration pages to realize customized operations of specific functions, so that the problems can be solved to a certain extent. However, the systems such as the golden butterfly and the friends have a great defect that although the system provides a configuration function, the system does not support the configurability of the settlement process or the customization compatible operation of a certain type of settlement approval process for the whole financial settlement approval process.
Disclosure of Invention
The invention aims to solve the problems and provides a configurable financial unified settlement system, so that the flexibility of settlement approval is greatly improved, the customization of the settlement approval of a certain kind of data in the finance under a certain condition is met, and the customization requirement of the finance is quickly met.
The purpose of the invention is realized by the following technical scheme: a configurable financial unified settlement system comprises a data docking configuration module, a settlement node configuration module, a page configuration data display module and a data security permission configuration module; wherein:
the data docking configuration module is used for newly adding extra customized field configuration according to the settlement data transmitted by the upstream docking system and storing the settlement data transmitted by the upstream docking system according to the extra customized field configuration; the settlement data comprises a common field and an additional field, the common field is common data in data transmitted by each upstream system, and the additional field is data configured in a customized manner;
the settlement node configuration module is used for processing approval circulation operation of settlement data, configuring different data type approval nodes and judging action behaviors and events of the next node according to the approval node configuration;
the page configuration data display module is used for displaying common fields and additional fields according to the page display configuration of different system data, including the display of page detail data and the display of header summary data;
and the data security permission configuration module is used for setting a role mapping table of financial settlement personnel, making a mapping relation between the settlement data state and the settlement role and further setting data which can be operated by the financial settlement personnel.
And the field name of the newly added custom field configuration of the data docking configuration module is consistent with the field name of the upstream docking system.
The approval circulation operation of the settlement data processed by the settlement node configuration module comprises three modes of skipping, automatic processing and manual processing.
Compared with the prior art, the invention has the following advantages and beneficial effects:
(1) according to the invention, through integrating the settlement approval functions of all the distributed upstream systems, the learning cost and the operation difficulty of financial staff are greatly reduced, and the working efficiency of the staff is improved.
(2) The invention can configure the settlement approval process, ensures that each settlement data can be transferred according to the established process by establishing the settlement approval standard, improves the integrity of data transfer and ensures that the data conforms to the audit standard.
(3) According to the invention, through data docking configuration, node approval configuration and page display configuration, the flexibility of settlement approval is greatly improved, the customization of financial affairs on settlement approval of certain data under certain conditions is met, and the customization requirement of financial affairs is quickly met.
(4) The invention saves extra resources, accelerates delivery time, immediately meets the requirement of rapid development of services and improves benefits by the configured flow butt joint.
Detailed Description
The present invention will be described in further detail with reference to examples, but the embodiments of the present invention are not limited thereto.
Examples
The invention relates to a configurable financial unified settlement system which comprises a data docking configuration module, a settlement node configuration module, a page configuration data display module and a data security permission configuration module.
The data docking configuration module is used for adding additional customized field configuration according to the settlement data transmitted by the upstream docking system and storing the settlement data transmitted by the upstream docking system according to the additional customized field configuration.
Specifically, the configuration of a newly added custom field is added in the data docking configuration module, the field name of the newly added custom field configuration is consistent with the field name of the upstream docking system, the field configuration of the data type is inquired when the settlement data is transmitted to the financial system, and then the data is stored in the unified settlement system according to the additionally customized field configuration rule. Through the configuration design of the data docking mode, the system can be compatible with the diversity requirements of a plurality of financial systems, and the aim of uniformly settling settlement data can be achieved. The settlement data comprises a common field and an additional field, the common field is common data in the data transmitted by each upstream system, and the additional field is data in customized configuration.
And the settlement node configuration module is used for processing approval circulation operation of settlement data, configuring different data type approval nodes and judging action behaviors and events of the next node according to the approval node configuration.
Namely, after the upstream settlement charging system stores the settlement data into the unified settlement system, the settlement node configuration module starts to process the approval circulation operation of the settlement data. In view of the different requirements of the financial staff for different settlement data. For example: the data A needs to be subjected to accounting approval-financial manager approval-completion, but the data B needs to be subjected to accounting approval-settlement manager approval-financial manager approval-completion, so that settlement circulation operations of each kind of data are different, and then, aiming at the problems, the settlement node configuration module carries out node setting of the configuration approval process, and financial staff only need to configure different data type approval nodes on a configuration page of the unified settlement approval node. The approval circulation operation comprises three modes of skipping, automatic processing and manual processing, and after each level of approval, the system can automatically inquire the configuration of the data settlement node, so that the action behavior of the next node is judged to be manual, automatic or skipped, the event is a certificate pushing and invoicing mode, and the like.
And the page configuration data display module is used for displaying the common fields and the additional fields according to the configuration displayed by the pages of different system data, including the display of page detail data and the display of header summary data, such as summation, total number and average value under the current query condition.
The data circulation operation is displayed on the page, but the fields to be displayed of each data type are different, namely, besides the common fields to be displayed, partial additional fields are also required to be displayed so as to confirm the correctness of the settlement amount. At this time, the page configuration data display module queries the viewable data according to all the data permissions of the current user when displaying the data, the page configuration data display module queries the common fields according to the current permissions and conditions of the user, and then correlates and queries the additional fields, because the additional fields are compatible with the storage of various uncertain data, after the data is queried, the additional fields need to be parsed first, and then the additional fields are combined with the basic data to form complete display data, and the complete display data is returned to the display page. The financial staff can realize the requirements of dynamic extension field display and related calculation only by displaying and setting the corresponding field on the customized field configuration page. Such as presentation of some custom fields, summation, counting, etc.
And the data security permission configuration module is used for setting a role mapping table of financial settlement personnel, making a mapping relation between the settlement data state and the settlement role and further setting data which can be operated by the financial settlement personnel.
After various data of each upstream system are merged into a settlement system, the settlement data need to be processed safely, different financial settlers can only process the data in the authority, therefore, a role mapping table corresponding to the authority system is designed by a data security authority configuration module, the settlement data state and the settlement role are subjected to mapping relation, after a new system is connected, mapping records of the authority system and a unified settlement system are added by operation and maintenance personnel, after a financial operator logs in the system, the role list of the authority system user can be inquired according to the login id of the financial operator, after the role list is searched, an associated mapping table can be inquired, the data state value corresponding to the role is taken, and the system can inquire the data operated by the current user according to the current state value, so that the isolation operation of various data safety is realized.
The invention generates a set of financial settlement data circulation scheme supporting self-definition on the basis of certain specifications by extracting the common information required in the whole financial settlement process and the repeated function of each system, receiving data configuration, node flow configuration and page display configuration, and realizes the purposes of no development or little development and rapid delivery.
As described above, the present invention can be preferably realized.
Claims (3)
1. A configurable unified financial settlement system, comprising: the system comprises a data docking configuration module, a settlement node configuration module, a page configuration data display module and a data security authority configuration module; wherein:
the data docking configuration module is used for newly adding extra customized field configuration according to the settlement data transmitted by the upstream docking system and storing the settlement data transmitted by the upstream docking system according to the extra customized field configuration; the settlement data comprises a common field and an additional field, the common field is common data in data transmitted by each upstream system, and the additional field is data configured in a customized manner;
the settlement node configuration module is used for processing approval circulation operation of settlement data, configuring different data type approval nodes and judging action behaviors and events of the next node according to the approval node configuration;
the page configuration data display module is used for displaying common fields and additional fields according to the page display configuration of different system data, including the display of page detail data and the display of header summary data;
and the data security permission configuration module is used for setting a role mapping table of financial settlement personnel, making a mapping relation between the settlement data state and the settlement role and further setting data which can be operated by the financial settlement personnel.
2. A configurable unified financial settlement system according to claim 1 wherein: and the field name of the newly added custom field configuration of the data docking configuration module is consistent with the field name of the upstream docking system.
3. A configurable unified financial settlement system according to claim 1 wherein: the approval circulation operation of the settlement data processed by the settlement node configuration module comprises three modes of skipping, automatic processing and manual processing.
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| CN202110795225.0A CN113643110A (en) | 2021-07-14 | 2021-07-14 | Configurable financial unified settlement system |
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Citations (5)
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| CN106169156A (en) * | 2016-09-08 | 2016-11-30 | 广东源恒软件科技有限公司 | The automatic accounting method of a kind of vehicle-purchase tax and system |
| CN106779576A (en) * | 2016-11-11 | 2017-05-31 | 济南浪潮高新科技投资发展有限公司 | A kind of collocation method of service fields |
| CN107277087A (en) * | 2016-04-06 | 2017-10-20 | 阿里巴巴集团控股有限公司 | Data processing method and device |
| CN108074072A (en) * | 2016-11-15 | 2018-05-25 | 北京合思信息技术有限公司 | A kind of financial transaction approval process management method |
| CN112527792A (en) * | 2019-09-18 | 2021-03-19 | 北京国双科技有限公司 | Data storage method, device, equipment and storage medium |
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- 2021-07-14 CN CN202110795225.0A patent/CN113643110A/en active Pending
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107277087A (en) * | 2016-04-06 | 2017-10-20 | 阿里巴巴集团控股有限公司 | Data processing method and device |
| CN106169156A (en) * | 2016-09-08 | 2016-11-30 | 广东源恒软件科技有限公司 | The automatic accounting method of a kind of vehicle-purchase tax and system |
| CN106779576A (en) * | 2016-11-11 | 2017-05-31 | 济南浪潮高新科技投资发展有限公司 | A kind of collocation method of service fields |
| CN108074072A (en) * | 2016-11-15 | 2018-05-25 | 北京合思信息技术有限公司 | A kind of financial transaction approval process management method |
| CN112527792A (en) * | 2019-09-18 | 2021-03-19 | 北京国双科技有限公司 | Data storage method, device, equipment and storage medium |
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