CN115480940A - Page calling method, device and medium for financial ratio indexes - Google Patents
Page calling method, device and medium for financial ratio indexes Download PDFInfo
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Abstract
The invention discloses a paging calling method, a paging calling device and a paging calling medium for financial rate indexes, wherein the paging calling method comprises the following steps of: configuring a financial index formula generation framework; acquiring an index formula generation requirement, and generating a requirement splicing initial index formula based on a financial index formula generation framework and an index formula; executing formula checking operation based on the financial index formula generation framework and the initial index formula to obtain a checking result; generating an index operation logic based on the financial index formula generation framework, the initial index formula and the check result; according to the invention, financial analysts, credit analysts or other authorized users can intelligently configure indexes according to their own ideas at any time, and can intelligently splice formulas and generate system operation logics corresponding to the formulas only by confirming the generation requirements of the formulas without being implemented or debugged by three-party developers, so that the operation is simple and convenient, the cost is saved, the flexibility is high, the expansibility is strong, and the analysis efficiency of financial analysis is improved.
Description
Technical Field
The invention relates to the technical field of index formula development, in particular to a financial ratio index paging method, a financial ratio index paging device and a financial ratio index paging medium, which are applied to the field of financial subject index analysis.
Background
At present, data required by financial analysts come from data manufacturers, basic financial subjects and indexes are relatively solidified, if a financial analyst wants to customize an index formula on the basis to meet the calculation or statistical analysis requirements, the corresponding formula can be embedded into an original financial application system only with the aid of a third-party developer, and the method has the following problems:
on the first hand, each time different calculation requirements or analysis requirements are met, new indexes or changed indexes are required, and each index new increase or change requires intervention of a developer and business assistance to complete embedding of a corresponding formula, so that manpower and material resources are consumed, the time cost is high, and the efficiency is low;
the principle of the mode is that a formula is written into a code or a script through programming, the mode is invisible to business personnel, the business personnel cannot know processing details, and problems are difficult to trace, analyze and judge;
in summary, the existing financial index formula calling method is complex, cannot timely meet different calculation requirements or analysis requirements, is prone to affecting the analysis efficiency of financial analysis, and is high in time cost, low in flexibility and poor in applicability.
Disclosure of Invention
The invention aims to provide a paging calling method, a paging calling device and a paging calling medium for financial rate indexes, aiming at the problems in the prior art, and further solving the problems that a calling method for financial index formulas in the prior art is complex, cannot timely meet different calculation requirements or analysis requirements, is easy to influence the analysis efficiency of financial analysis, and is high in time cost, low in flexibility and poor in applicability.
In order to solve the technical problems, the specific technical scheme of the invention is as follows:
in one aspect, the invention provides a financial rate index paging calling method, which comprises the following steps:
and (3) configuration of the architecture:
configuring a financial index formula generation framework;
formula editing:
acquiring an index formula generation requirement, and generating a requirement splicing initial index formula based on the financial index formula generation framework and the index formula;
formula checking:
executing formula checking operation based on the financial index formula generation framework and the initial index formula to obtain a checking result;
logic matching:
generating an index operation logic based on the financial index formula generation architecture, the initial index formula, and the verification result.
As an improvement, the configuration financial index formula generation framework comprises:
the data output module is configured, and a plurality of financial index data are configured in the data output module to obtain a first sub-architecture;
configuring a formula splicing module, and configuring a plurality of operators in the formula splicing module to obtain a second sub-framework;
configuring a formula checking module, and configuring a plurality of historical index data in the formula checking module to obtain a third sub-framework;
and the function analysis module is configured with a plurality of operation functions respectively matched with the operators to obtain a fourth sub-framework.
As an improved solution, the generating of the demand splicing initial index formula based on the financial index formula generation architecture and the index formula includes:
generating a demand based on the index formula and confirming to-be-edited index data by the first sub-architecture; and calling the second sub-architecture to generate the initial index formula based on the index data to be edited.
As an improvement, the index formula generation requirement stores: first demand index data, a first operation sequence and first operation logic;
the generating of the demand based on the index formula and the first sub-architecture confirming to-be-edited index data includes:
calling the data output module to identify the index formula generation requirement;
calling the data output module to screen first financial index data matched with the first requirement index data from a plurality of financial index data;
setting the first financial index data as the index data to be edited;
and calling the data output module to send the first operation sequence, the first operation logic and the index data to be edited to the formula splicing module.
As an improved scheme, the invoking the second sub-architecture to generate the requirement splicing initial index formula based on the index data to be edited includes:
calling the formula splicing module to screen out a first operator matched with the first operation logic from a plurality of operators;
and calling the formula splicing module to splice the first financial index data and the first operator according to the first operation sequence to obtain the initial index formula.
As an improved scheme, the verification result comprises: checking a pass result and a check fail result;
the formula checking operation comprises:
calling the formula checking module to select first historical index data from a plurality of historical index data; setting a first result based on the first historical index data and the initial index formula;
calling the formula checking module to input the first historical index data into the initial index formula for calculation to obtain a calculation result;
calling the formula checking module to judge whether the calculation result is matched with the first result; if the verification result is matched with the verification result, generating the verification passing result; and if not, generating the verification failure result.
As an improvement, the generating an index operation logic based on the financial index formula, the initial index formula and the check result includes:
identifying the verification result;
and when the verification result is the verification passing result, calling the function analysis module to generate index operation logic based on the initial index formula.
As an improved solution, said invoking said function parsing module based on said initial index formula to generate index operation logic includes:
calling the function analysis module to identify a first operation function matched with a first operator of the initial index formula in the operation functions;
calling the function analysis module to set the calling priority of the first operation function according to the first operation sequence of the initial index formula;
generating an index calculation logic corresponding to the initial index formula based on the first financial index data, the first calculation function, and the call priority.
On the other hand, the invention also provides a financial rate index paging calling device, which comprises:
the system comprises an architecture configuration unit, a formula editing control unit, a formula checking control unit and a logic matching control unit;
the architecture configuration unit is used for configuring a financial index formula generation architecture;
the formula editing control unit is used for acquiring an index formula generation requirement and splicing an initial index formula based on the financial index formula generation framework and the index formula generation requirement;
the formula checking control unit is used for executing formula checking operation according to the financial index formula generation framework and the initial index formula to obtain a checking result;
and the logic matching control unit is used for generating index operation logic according to the financial index formula generation framework, the initial index formula and the check result.
In another aspect, the present invention further provides a computer readable storage medium, having a computer program stored thereon, where the computer program, when executed by a processor, implements the steps of the financial rate index paging call method.
The technical scheme of the invention has the beneficial effects that:
1. the financial rate index paging calling method can realize intelligent configuration indexes of financial analysts, credit analysts or other authorized users according to own ideas at any time, does not need to be implemented or debugged by three-party developers, can intelligently splice formulas and generate system operation logics corresponding to the formulas only by confirming the generation requirements of the formulas, is simple and convenient to operate and saves cost, and the financial index formula generation framework can be adaptively applied to other reports or statistical functions, so that the method is high in flexibility and strong in expansibility, is beneficial to improving the analysis efficiency of financial analysis, saves time cost and overcomes the defects of the prior art.
2. The financial rate index page-based calling device can intelligently configure indexes according to own ideas at any time by architecture configuration units, formula editing control units, formula checking control units and logic matching control units through mutual cooperation of the architecture configuration units, the formula editing control units, the formula checking control units and the logic matching control units, and can intelligently splice formulas and generate system operation logics corresponding to the formulas only by confirming the formula generation requirements of financial analysts, credit analysts or other authorized users without implementation or debugging by three-party developers.
3. The computer-readable storage medium can realize the cooperation of a guide framework configuration unit, a formula editing control unit, a formula checking control unit and a logic matching control unit, and further realize the financial ratio index paging calling method.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, and it is obvious that the drawings in the following description are some embodiments of the present invention, and other drawings can be obtained by those skilled in the art without creative efforts.
FIG. 1 is a schematic flowchart of a paging invocation method for financial rate indicators according to embodiment 1 of the present invention;
FIG. 2 is a detailed flowchart of the financial rate indicator paging method according to embodiment 1 of the present invention;
fig. 3 is a schematic diagram of an architecture of a financial ratio indicator paging call device according to embodiment 2 of the present invention.
Detailed Description
The following detailed description of the preferred embodiments of the present invention, taken in conjunction with the accompanying drawings, will make the advantages and features of the present invention more comprehensible to those skilled in the art, and will thus provide a clear and concise definition of the scope of the present invention.
In the description of the present invention, it should be noted that the described embodiments of the present invention are a part of the embodiments of the present invention, and not all embodiments; all other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
The terms "first," "second," and the like in the description and claims herein and in the above-described figures are used for distinguishing between similar elements and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used is interchangeable under appropriate circumstances such that the embodiments herein described are capable of operation in sequences other than those illustrated or described herein. Furthermore, the terms "comprises," "comprising," and "having," and any variations thereof, are intended to cover a non-exclusive inclusion, such that a process, method, apparatus, article, or device that comprises a list of steps or elements is not necessarily limited to those steps or elements expressly listed, but may include other steps or elements not expressly listed or inherent to such process, method, article, or device.
Example 1
The embodiment provides a paging calling method for financial ratio indexes, as shown in fig. 1 and 2, including the following steps:
s100, the architecture configuration specifically includes:
s110, configuring a financial index formula generation framework;
s200, formula editing, which specifically comprises the following steps:
s210, acquiring an index formula generation requirement, and generating a requirement splicing initial index formula based on the financial index formula generation framework and the index formula;
s300, formula verification, which specifically comprises the following steps:
s310, executing formula checking operation based on the financial index formula generation framework and the initial index formula to obtain a checking result;
s400, logic matching, specifically comprising:
s410, generating an index operation logic based on the financial index formula generation framework, the initial index formula and the check result.
As an embodiment of the present invention, the configuration financial index formula generating framework includes:
the data output module is configured, and a plurality of financial index data are configured in the data output module to obtain a first sub-architecture; in this embodiment, the data output module is implemented in the form of an optional data display tool, and is mainly used for matching, screening and displaying index data, a plurality of financial index data are basic financial subjects/index data in financial analysis, and the display form is classified and displayed according to attributes, for example, classified and displayed in a company type and subject classification manner; a port for data input and selection by a user is provided in the first sub-architecture, and the port supports fuzzy query of specific subject/index data according to keywords;
configuring a formula splicing module, and configuring a plurality of operators in the formula splicing module to obtain a second sub-framework; in the embodiment, the formula splicing module is implemented in the form of a formula editing tool for editing the formula, and is mainly used for splicing the formula according to the requirements of users;
configuring a formula checking module, and configuring a plurality of historical index data in the formula checking module to obtain a third sub-framework; in the embodiment, the formula checking module is mainly used for checking the basic grammar and the formula compliance of the generated index formula;
a function analysis module is configured, wherein a plurality of operation functions respectively matched with a plurality of operators are configured in the function analysis module to obtain a fourth sub-architecture; in the embodiment, the function analysis module is mainly used for converting the operation formula passing the verification into function operation logic, scripts or programs in the financial system; the operation function includes but is not limited to a computer operation instruction/function corresponding to an operator, and is set according to a specific application scene;
in the embodiment, the first sub-architecture, the second sub-architecture, the third sub-architecture and the fourth sub-architecture are all provided with interfaces or ports for displaying data configured in the first sub-architecture, the second sub-architecture, the third sub-architecture and the fourth sub-architecture to users, and the first sub-architecture and the second sub-architecture provide ports for selecting related display data by the users, so that the intelligence of automatic execution of method logic is ensured, the diversity flexibly selectable by the users is also ensured, and the user requirements can be better met;
as an embodiment of the present invention, the generating of the initial index formula based on the financial index formula and the index formula based on demand splicing includes:
firstly, generating a demand based on the index formula and confirming to-be-edited index data by the first sub-architecture; and then generating a demand according to an index formula, and calling the second sub-architecture to generate the initial index formula based on the index data to be edited.
As an embodiment of the present invention, the index formula generation requirement stores: first demand index data, a first operation sequence and first operation logic; the first requirement index data is financial subject/index data which is defined by the user and needs to be operated; the first operation sequence is the operation sequence/algorithm defined by the user and required for operating the first requirement index data; the first operation logic is an operation algorithm required in the first operation sequence, such as the most basic quotient, summation, and the like;
as an embodiment of the present invention, the generating a demand based on the index formula and the first sub-architecture confirming to-be-edited index data includes:
firstly, inputting the first requirement index data according to a port provided in the first sub-architecture; then, calling the data output module to automatically identify the index formula generation requirement; calling the data output module to screen first financial index data matched with the first requirement index data from a plurality of financial index data; setting the first financial index data as the index data to be edited; in the embodiment, the data output module is used for manually selecting and screening the first financial index data through the port; and finally, calling the data output module to send the first operation sequence, the first operation logic and the index data to be edited to the formula splicing module.
As an embodiment of the present invention, the invoking the second sub-architecture based on the to-be-edited index data to generate the requirement splicing initial index formula includes:
in the embodiment, in order to uniformly realize standardized input, the relevant content of the input formula is not manually compiled by a keyboard, so that a selection port of an operator is also provided for a user in the second sub-architecture, and a plurality of operators are selectively displayed for the user; after the corresponding first financial index data is obtained, the subjects and operators can be selected and matched automatically according to the needs of the user through the second sub-architecture for splicing according to the needs, and the subjects and operators can also be spliced and displayed on a page after the user clicks through a mouse; in the embodiment, if the second sub-architecture is used for carrying out intelligent automatic formula splicing, the formula splicing module is called to screen out a first operator matched with the first operation logic from a plurality of operators; calling the formula splicing module to splice the first financial index data and the first operator according to the first operation sequence to obtain the initial index formula; in the embodiment, a remark port for a user to edit remarks is provided in the second sub-framework, so that the user is helped to remark the purpose and meaning of the self-defined initial index formula; in this embodiment, several operators include: adding, subtracting, multiplying, dividing, averaging, standard deviation, taking big, taking small, absolute value, previous x year data, logarithm, power evolution and null default values; correspondingly, when the operation is spliced according to the first operation sequence, the '()' is put into the first operator, and the operation sequence is expressed and adjusted through brackets;
as an embodiment of the present invention, the verification result includes: checking a pass result and a check fail result; the formula checking operation comprises:
after the initial index formula is generated, the initial index formula cannot be directly used, because the initial index formula is user-defined, certain inaccuracy exists, whether the formula meets the specification of a financial system needs to be further verified, and therefore the formula checking module is called to select first historical index data from a plurality of historical index data; setting a first result based on the first historical metric data and the initial metric formula; the historical index data is financial index/subject data of different years of different enterprises in historical years collected through big data; the first result is an expected result obtained by calculating between the expected operation principle of the user according to the self-defined index formula and the financial indexes/subject data of different years of the different enterprises; then, calling the formula checking module to input the first historical index data into the initial index formula for calculation to obtain a calculation result; calling the formula checking module to judge that the calculation result is matched with the first result; if the user-defined spliced formula is matched with the user-defined spliced formula, the basic grammar and the formula compliance of the user-defined spliced formula are correct, and therefore the verification passing result is generated; if not, the basic grammar and the formula compliance of the formula spliced by the user-defined user are wrong, so that the verification failure result is generated; in actual application, data of different enterprises in different years are taken to perform trial calculation on the newly added initial index formula, if the calculation is successful and the obtained data conforms to an expected result (a first result), the verification is passed, otherwise, the formula and the analysis processing process need to be checked;
as an embodiment of the present invention, the generating an index operation logic based on the financial index formula, the initial index formula and the verification result includes: identifying the verification result; correspondingly, when the verification result is the verification passing result, the initial index formula is reasonable and can be used, so that the function analysis module is called to generate index operation logic based on the initial index formula; when the verification result is the verification passing result, returning to the step S200 to reset the adjustment index formula generation requirement;
as an embodiment of the present invention, the invoking the function analysis module based on the initial index formula to generate an index operation logic includes: calling the function analysis module to identify a first operation function matched with a first operator of the initial index formula in the operation functions; calling the function analysis module to set the calling priority of the first operation function according to the first operation sequence of the initial index formula; generating an index calculation logic corresponding to the initial index formula based on the first financial index data, the first calculation function, and the call priority; correspondingly, in actual application, the function analysis module is called to convert the selected first operator into a standard function (first operation function) corresponding to a corresponding development language or database language, and relevant operation logics which are sequentially taken out corresponding subjects and symbol analysis calculation from high to low are generated according to index formula priorities (which can be controlled by brackets during editing) (the function analysis module is called to set the calling priorities of the first operation functions according to the first operation sequence of the initial index formula; finally, by the method, financial analysts, credit analysts or other authorized users configure financial analysis formula indexes at any time according to own ideas without the help of third-party developers to implement or debug, and the method is simple and convenient to operate and saves cost.
Example 2
The present embodiment provides a financial ratio index paging invoking device based on the same inventive concept as the financial ratio index paging invoking method described in embodiment 1, as shown in fig. 3, including: the system comprises an architecture configuration unit, a formula editing control unit, a formula checking control unit and a logic matching control unit;
the architecture configuration unit is used for configuring a financial index formula generation architecture;
as an embodiment of the present invention, the configuration unit configures a financial index formula generation framework, including: the architecture configuration unit is used for configuring a data output module, and configuring a plurality of financial index data in the data output module to obtain a first sub-architecture; the framework configuration unit is used for configuring a formula splicing module, and the framework configuration unit is used for configuring a plurality of operators in the formula splicing module to obtain a second sub-framework; the framework configuration unit is configured with a formula check module, and the framework configuration unit is configured with a plurality of historical index data and a plurality of result intervals respectively matched with the historical index data in the formula check module to obtain a third sub-framework; and the architecture configuration unit is used for configuring a function analysis module, and configuring a plurality of operation functions respectively matched with a plurality of operators in the function analysis module to obtain a fourth sub-architecture.
The formula editing control unit is used for acquiring an index formula generation requirement and splicing an initial index formula based on the financial index formula generation framework and the index formula generation requirement;
as an embodiment of the present invention, the formula editing control unit generates a demand splicing initial index formula based on the financial index formula generation architecture and the index formula, and includes: the formula editing control unit generates a demand based on the index formula and confirms to-be-edited index data based on the first sub-architecture; and the formula editing control unit calls the second sub-architecture to generate the initial index formula based on the index data to be edited.
As an embodiment of the present invention, the index formula generation requirement stores: the first demand index data, the first operation sequence and the first operation logic;
as an embodiment of the present invention, the formula editing control unit confirms the index data to be edited based on the index formula generation requirement and the first sub-architecture, and includes: the formula editing control unit calls the data output module to identify the index formula generation requirement; a formula editing control unit calls the data output module to screen first financial index data matched with the first requirement index data from a plurality of financial index data; the formula editing control unit sets the first financial index data as the index data to be edited; and the formula editing control unit calls the data output module to send the first operation sequence, the first operation logic and the index data to be edited to the formula splicing module.
As an embodiment of the present invention, the generating of the requirement splicing initial index formula by the formula editing control unit calling the second sub-architecture based on the index data to be edited includes: the formula editing control unit calls the formula splicing module to screen out a first operator matched with the first operation logic from the operators; and the formula editing control unit calls the formula splicing module to splice the first financial index data and the first operator according to the first operation sequence to obtain the initial index formula.
The formula checking control unit is used for executing formula checking operation according to the financial index formula generation framework and the initial index formula to obtain a checking result;
as an embodiment of the present invention, the verification result includes: checking a pass result and a check fail result;
as an embodiment of the present invention, the formula checking operation includes: the formula checking control unit calls the formula checking module to select first historical index data from the historical index data; the formula checking control unit calls the formula checking module to select a first result in a plurality of result intervals; the formula checking control unit calls the formula checking module to input the first historical index data into the initial index formula for calculation to obtain a calculation result; the formula checking control unit calls the formula checking module to judge whether the calculation result is matched with the first result; if the check result is matched with the check result, the formula check control unit generates the check passing result; and if the verification result is not matched with the verification result, the formula verification control unit generates the verification failure result.
And the logic matching control unit is used for generating index operation logic according to the financial index formula generation framework, the initial index formula and the check result.
As an embodiment of the present invention, the logic matching control unit generates an index operation logic based on the financial index formula generation architecture, the initial index formula, and the verification result, and includes: the logic matching control unit identifies the checking result; and when the verification result is the verification passing result, the logic matching control unit calls the function analysis module to generate index operation logic based on the initial index formula.
As an embodiment of the present invention, the logic matching control unit calls the function analysis module to generate an index operation logic based on the initial index formula, including: the logic matching control unit calls the function analysis module to identify a first operation function matched with a first operator of the initial index formula in the operation functions; the logic matching control unit calls the function analysis module to set the calling priority of the first operation function according to the first operation sequence of the initial index formula; the logic matching control unit generates index operation logic corresponding to the initial index formula based on the first financial index data, the first operation function and the call priority.
Example 3
The present embodiments provide a computer-readable storage medium comprising:
the storage medium is used for storing computer software instructions for implementing the financial ratio index paging calling method described in embodiment 1, and includes a program for executing the above described financial ratio index paging calling method; specifically, the executable program may be embedded in the financial ratio index paging call device described in embodiment 2, so that the financial ratio index paging call device may implement the financial ratio index paging call method described in embodiment 1 by executing the embedded executable program.
Furthermore, the computer-readable storage medium of the present embodiments may take any combination of one or more readable storage media, where a readable storage medium includes an electronic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination thereof.
Compared with the prior art, the financial ratio index page calling method, the device and the medium can intelligently configure indexes according to own ideas at any time by financial analysts, credit analysts or other authorized users, can intelligently splice formulas and generate system operation logics corresponding to the formulas only by confirming own formula generation requirements without implementation or debugging by using three-party developers, are simple and convenient to operate and save cost, and the financial index formula generation framework in the invention can be adaptively applied to other report forms or statistic functions, is high in flexibility and strong in expansibility, is beneficial to improving the analysis efficiency of financial analysis, saves time cost and makes up for the defects of the prior art.
It should be understood that, in various embodiments herein, the sequence numbers of the above-mentioned processes do not mean the execution sequence, and the execution sequence of each process should be determined by its function and inherent logic, and should not constitute any limitation to the implementation process of the embodiments herein.
It should also be understood that, in the embodiments herein, the term "and/or" is only one kind of association relation describing an associated object, meaning that three kinds of relations may exist. For example, a and/or B, may represent: a exists alone, A and B exist simultaneously, and B exists alone. In addition, the character "/" herein generally indicates that the former and latter related objects are in an "or" relationship.
Those of ordinary skill in the art will appreciate that the elements and algorithm steps of the examples described in connection with the embodiments disclosed herein may be embodied in electronic hardware, computer software, or combinations of both, and that the components and steps of the examples have been described in a functional general in the foregoing description for the purpose of illustrating clearly the interchangeability of hardware and software. Whether such functionality is implemented as hardware or software depends upon the particular application and design constraints imposed on the implementation. Skilled artisans may implement the described functionality in varying ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present disclosure.
It is clear to those skilled in the art that, for convenience and brevity of description, the specific working processes of the above-described systems, apparatuses and units may refer to the corresponding processes in the foregoing method embodiments, and are not described herein again.
In the several embodiments provided herein, it should be understood that the disclosed system, apparatus, and method may be implemented in other ways. For example, the above-described apparatus embodiments are merely illustrative, and for example, the division of the units is only one type of logical functional division, and other divisions may be realized in practice, for example, multiple units or components may be combined or integrated into another system, or some features may be omitted, or not executed. In addition, the shown or discussed mutual coupling or direct coupling or communication connection may be an indirect coupling or communication connection through some interfaces, devices or units, and may also be an electrical, mechanical or other form of connection.
The units described as separate parts may or may not be physically separate, and parts displayed as units may or may not be physical units, may be located in one place, or may be distributed on a plurality of network units. Some or all of the units can be selected according to actual needs to achieve the purposes of the embodiments herein.
In addition, functional units in the embodiments herein may be integrated into one processing unit, or each unit may exist alone physically, or two or more units are integrated into one unit. The integrated unit can be realized in a form of hardware, and can also be realized in a form of a software functional unit.
The integrated unit, if implemented in the form of a software functional unit and sold or used as a stand-alone product, may be stored in a computer readable storage medium. Based on such understanding, the technical solutions of the present invention may be implemented in a form of a software product, which is stored in a storage medium and includes several instructions for causing a computer device (which may be a personal computer, a server, or a network device) to execute all or part of the steps of the methods described in the embodiments of the present invention. And the aforementioned storage medium includes: a U-disk, a removable hard disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk, or an optical disk, and various media capable of storing program codes.
The above description is only an embodiment of the present invention, and not intended to limit the scope of the present invention, and all modifications of equivalent structures and equivalent processes performed by the present specification and drawings, or directly or indirectly applied to other related technical fields, are included in the scope of the present invention.
Claims (10)
1. A financial ratio index paging calling method is characterized by comprising the following steps:
configuration of the architecture:
configuring a financial index formula generation framework;
formula editing:
acquiring an index formula generation requirement, and generating a requirement splicing initial index formula based on the financial index formula generation framework and the index formula;
formula checking:
executing formula checking operation based on the financial index formula generation framework and the initial index formula to obtain a checking result;
logic matching:
generating an index operation logic based on the financial index formula generation architecture, the initial index formula, and the check result.
2. The financial rate indicator paging call method of claim 1, wherein:
the configuration financial index formula generation framework comprises:
the data output module is configured, and a plurality of financial index data are configured in the data output module to obtain a first sub-architecture;
configuring a formula splicing module, and configuring a plurality of operators in the formula splicing module to obtain a second sub-framework;
configuring a formula checking module, and configuring a plurality of historical index data in the formula checking module to obtain a third sub-framework;
and the function analysis module is configured with a plurality of operation functions respectively matched with the operators to obtain a fourth sub-framework.
3. The financial rate indicator paging call method of claim 2, wherein:
generating a demand splicing initial index formula based on the financial index formula generation framework and the index formula comprises the following steps:
generating a demand based on the index formula and confirming to-be-edited index data by the first sub-architecture; and calling the second sub-architecture to generate the initial index formula based on the index data to be edited.
4. The financial rate indicator paging call method of claim 3, wherein:
the index formula generation requirement stores: first demand index data, a first operation sequence and first operation logic;
the generating of the demand based on the index formula and the first sub-architecture confirming to-be-edited index data includes:
calling the data output module to identify the index formula generation requirement;
calling the data output module to screen first financial index data matched with the first requirement index data from a plurality of financial index data;
setting the first financial index data as the index data to be edited;
and calling the data output module to send the first operation sequence, the first operation logic and the index data to be edited to the formula splicing module.
5. The financial rate indicator paging call method of claim 4, wherein:
the step of calling the second sub-architecture based on the index data to be edited to generate the requirement splicing initial index formula comprises the following steps:
calling the formula splicing module to screen out a first operator matched with the first operation logic from a plurality of operators;
and calling the formula splicing module to splice the first financial index data and the first operator according to the first operation sequence to obtain the initial index formula.
6. The financial rate indicator paging call method of claim 5, wherein:
the verification result comprises: checking a pass result and a check fail result;
the formula checking operation includes:
calling the formula checking module to select first historical index data from a plurality of historical index data; setting a first result based on the first historical metric data and the initial metric formula;
calling the formula checking module to input the first historical index data into the initial index formula for calculation to obtain a calculation result;
calling the formula checking module to judge whether the calculation result is matched with the first result; if so, generating a verification passing result; and if not, generating the verification failure result.
7. The financial rate indicator paging call method of claim 6, wherein:
the generating an index operation logic based on the financial index formula generation architecture, the initial index formula, and the check result comprises:
identifying the verification result;
and when the verification result is the verification passing result, calling the function analysis module to generate index operation logic based on the initial index formula.
8. The financial rate indicator paging call method of claim 7, wherein:
the calling the function analysis module based on the initial index formula to generate index operation logic comprises:
calling the function analysis module to identify a first operation function matched with a first operator of the initial index formula in the operation functions;
calling the function analysis module to set the calling priority of the first operation function according to the first operation sequence of the initial index formula;
generating an index calculation logic corresponding to the initial index formula based on the first financial index data, the first calculation function, and the call priority.
9. The financial ratio index paging invocation apparatus for invoking a financial ratio index paging invocation method according to claim 8, further comprising: the system comprises an architecture configuration unit, a formula editing control unit, a formula checking control unit and a logic matching control unit;
the architecture configuration unit is used for configuring a financial index formula generation architecture;
the formula editing control unit is used for acquiring an index formula generation requirement and splicing an initial index formula based on the financial index formula generation framework and the index formula generation requirement;
the formula checking control unit is used for executing formula checking operation according to the financial index formula generation framework and the initial index formula to obtain a checking result;
and the logic matching control unit is used for generating index operation logic according to the financial index formula generation framework, the initial index formula and the check result.
10. A computer-readable storage medium, having stored thereon, a computer program which, when executed by a processor, performs the steps of the financial ratio indicator paging call method of any one of claims 1-8.
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