CN117196523A - Robot flow automation method and device - Google Patents

Robot flow automation method and device Download PDF

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Publication number
CN117196523A
CN117196523A CN202311189528.3A CN202311189528A CN117196523A CN 117196523 A CN117196523 A CN 117196523A CN 202311189528 A CN202311189528 A CN 202311189528A CN 117196523 A CN117196523 A CN 117196523A
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China
Prior art keywords
robot
data
party
tax
task
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CN202311189528.3A
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Chinese (zh)
Inventor
郝小平
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Beiyin Financial Technology Co ltd
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Beiyin Financial Technology Co ltd
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Priority to CN202311189528.3A priority Critical patent/CN117196523A/en
Publication of CN117196523A publication Critical patent/CN117196523A/en
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Abstract

The invention discloses a robot flow automation method and a device, wherein the method comprises the following steps: establishing a flow model based on the silver tax financial statement, the image classification and classifying data and the execution conditions; adopting a machine learning algorithm model and an artificial intelligence technology to perform recognition of silver tax financial data, image recognition and text recognition to obtain related element data; the robot performs tasks automatically. The RPA technology is applied to replace repetitive work which needs a large amount of manpower to finish in an automatic mode, so that the labor cost is reduced, errors caused by human factors are avoided, and the execution efficiency of the existing work is effectively improved. RPA technology is a technology, can simulate the operation of human beings and automatically execute various tasks. The RPA technology can improve the working efficiency, reduce the cost and the error rate, and is an important tool for the digital transformation of enterprises. And the general business handling efficiency can be better improved, and the labor burden in the row is reduced.

Description

Robot flow automation method and device
Technical Field
The invention relates to the technical field of automation, in particular to a robot flow automation method.
Background
The existing scenes comprise financial accounting, enterprise financial report generation, electronic image generation, human resources, purchasing, supply chain management and the like, such as expense reimbursement, bill examination, personnel job entry, issuing certification, order check, repayment and payment, information counting and the like, and have the following problems:
(1) Repeated work is too much, the work efficiency is low, for example, a silver tax financial report needs to be manually input every day; every day pictures need related personnel to be classified and the like;
(2) The error rate is high, for example, when the amount of the form of the manual input silver tax financial report is large, serial problems, input errors and the like are unavoidable; a large number of picture classification errors, etc.;
(3) The period is long, such as the time of manually inputting reports, the time of classifying pictures, the time required for reworking when errors occur is long, and the like.
Disclosure of Invention
Aiming at the technical problems in the related art, the invention provides a robot flow automation method and a device, which can overcome the defects in the prior art.
In order to achieve the technical purpose, the technical scheme of the invention is realized as follows:
in one aspect, a method for automating a robotic process is provided, comprising:
establishing a flow model based on the silver tax financial statement, the image classification and classifying data and the execution conditions;
adopting a machine learning algorithm model and an artificial intelligence technology to perform recognition of silver tax financial data, image recognition and text recognition to obtain related element data;
the robot performs tasks automatically.
Further, when the task is executed, the robot automatically processes various abnormal conditions, and the alarm sending includes: error prompt, task interrupt.
Further, after the task is executed, the robot automatically generates statistical information and reports to feed back to a system administrator or other related personnel, wherein the statistical information and reports comprise: task time, error log, automated reporting.
Further, the establishing a flow model based on the silver tax financial statement includes:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
Further, the establishing a flow model based on the image classification and the categorizing data includes:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
In another aspect, a robotic process automation device is provided, comprising:
the modeling device is used for establishing a flow model based on the silver tax financial statement, the image classification and classification data and the execution conditions;
the recognition device is used for recognizing the silver tax financial data, the image recognition and the text recognition by adopting a machine learning algorithm model and an artificial intelligence technology to obtain related element data;
and the executing device is used for automatically executing the task by the robot.
Further, when the task is executed, the robot automatically processes various abnormal conditions, and the alarm sending includes: error prompt, task interrupt.
Further, after the task is executed, the robot automatically generates statistical information and reports to feed back to a system administrator or other related personnel, wherein the statistical information and reports comprise: task time, error log, automated reporting.
Further, the establishing a flow model based on the silver tax financial statement includes:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
Further, the establishing a flow model based on the image classification and the categorizing data includes:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
The invention has the beneficial effects that: by the method and the device, the following steps are achieved: the RPA technology is applied to replace repetitive work which needs a large amount of manpower to finish in an automatic mode, so that the labor cost is reduced, errors caused by human factors are avoided, and the execution efficiency of the existing work is effectively improved. RPA technology is a technology, can simulate the operation of human beings and automatically execute various tasks. The RPA technology can improve the working efficiency, reduce the cost and the error rate, and is an important tool for the digital transformation of enterprises. And the general business handling efficiency can be better improved, and the labor burden in the row is reduced.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings that are needed in the embodiments will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a flow chart of a robotic process automation method according to an embodiment of the invention;
fig. 2 is a schematic structural diagram of a robotic flow automation device according to an embodiment of the invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which are derived by a person skilled in the art based on the embodiments of the invention, fall within the scope of protection of the invention.
As shown in fig. 1, a robot flow automation method according to an embodiment of the present invention includes:
establishing a flow model based on the silver tax financial statement, the image classification and classifying data and the execution conditions;
adopting a machine learning algorithm model and an artificial intelligence technology to perform recognition of silver tax financial data, image recognition and text recognition to obtain related element data;
the robot performs tasks automatically.
In some embodiments of the invention, the robot automatically handles a plurality of abnormal situations and issues an alarm when the task is executed comprises: error prompt, task interrupt.
In some embodiments of the present invention, after the task is performed, the robot automatically generates statistics and reports for feedback to a system administrator or other related personnel, wherein the statistics and reports include: task time, error log, automated reporting.
In some embodiments of the present invention, the establishing a flow model based on the silver tax financial report includes:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
In some embodiments of the present invention, the establishing a flow model based on the image classification and categorization data includes:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
As shown in fig. 2, a robot flow automation device according to an embodiment of the present invention includes:
the modeling device is used for establishing a flow model based on the silver tax financial statement, the image classification and classification data and the execution conditions;
the recognition device is used for recognizing the silver tax financial data, the image recognition and the text recognition by adopting a machine learning algorithm model and an artificial intelligence technology to obtain related element data;
and the executing device is used for automatically executing the task by the robot.
In some embodiments of the invention, the robot automatically handles a plurality of abnormal situations and issues an alarm when the task is executed comprises: error prompt, task interrupt.
In some embodiments of the present invention, after the task is performed, the robot automatically generates statistics and reports for feedback to a system administrator or other related personnel, wherein the statistics and reports include: task time, error log, automated reporting.
In some embodiments of the present invention, the establishing a flow model based on the silver tax financial report includes:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
In some embodiments of the present invention, the establishing a flow model based on the image classification and categorization data includes:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
In some embodiments of the invention, the following are included:
the RPA technology is utilized to digitally reconstruct the general service, analyze and mine various application scenes of general finance, scientific finance, cultural finance, three-farmer finance, before credit, during credit and after credit, establish AI, data, office and general RPA work, create a series of RPA tools, gradually reduce the daily, repeated and boring workload of manpower, reduce the operation risk and improve the work efficiency, and strive to lead the application results of I and the research work of related technology to reach the advanced level of the same industry.
In some embodiments of the present invention, the following are also included:
RPA (Robotic Process Automation), which is translated into robot flow automation, is a software or platform for realizing workflow automation by simulating and enhancing the interaction process between human and a computer according to a preset program and executing a large batch of tasks with repeatability based on a certain rule, thereby realizing cost reduction and human resource release.
1. General business bank tax financial statement data acquisition tool
The silver tax financial statement data acquisition tool RPA robot can replace manual execution of large-batch and repeated mechanical operation for the financial business content and flow characteristics of silver tax credit pre-credit (tax authorization) clients, improves the processing efficiency and accuracy, and effectively reduces the workload of manual acquisition, arrangement and input of client managers.
1. The client completes authentication and authorization at the third party, and agrees to the third party to transmit the client tax data to me.
2. The line collects the financial data and downloads the financial data through the guest system.
Rpa treatment:
the RPA robot inquires whether the client tax data is acquired by my line, and after analyzing the data, the RPA robot outputs the EXCEL file according to the financial report format.
4. And obtaining an RPA tax financial report EXCEL file.
2. General service RPA automatically identifies image types and classifies
The RPA acquires image data (photos) uploaded by business personnel such as a client manager and the like on a public network credit platform (comprising a PC end and a mobile end), and optionally invokes the identification, processing and classification of the image photos, and the RPA robot automatically classifies the uploaded image data under the corresponding directory of the image platform, so that the data uploading efficiency of the business personnel is greatly improved.
1. And uploading the related images by a client manager, selecting to be uploaded through RPA identification, and pushing the pictures to be classified by using an asynchronous thread.
2. And acquiring the pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image.
Rpa identification resolution process.
4. And classifying and uploading the images to the corresponding image catalogs.
3.RPA analysis principle
1. Modeling flow
In RPA, a process model needs to be established first, that is, a task formed by a series of operation steps is described, including acquiring a silver tax financial statement, classifying images, processing, executing conditions, and the like. This can be modeled by a flowchart or by recording. In this process, it is necessary to ensure the accuracy and integrity of the model to ensure that the robot can successfully perform the task.
2. Identification element
After the process modeling is completed, all the elements involved need to be identified, including various inputs such as identification of silver tax financial data, image identification, text identification, etc., as well as interfaces, APIs, business logic, etc. of the system. Machine learning and artificial intelligence techniques are required herein to enable robots to accurately identify and understand the various elements.
3. Executing tasks
After the element recognition is completed, the robot can start to perform the task. The robot can simulate human operation in a simulation environment, and can also realize an automatic flow by directly accessing application programs, databases and the like. When executing tasks, the robot can automatically process various abnormal conditions, such as error prompt, task interruption and the like.
4. Feedback information
After the task is completed, the robot generates corresponding statistical information and reports to feed back to a system administrator or other related personnel. Such information may include task execution time, error logs, automated reports, etc., automatically updating databases and logging systems, etc., as needed.
The RPA can realize the integration of data transmission and automation flow by connecting different systems. The system can be integrated with various software, such as RPA functions of general topology, ERP, CRM, electronic forms, databases and the like, and can complete automation operation through open APIs or other technical interfaces. Thus, the RPA becomes a compact automated process, and is automatically executed among a plurality of systems.
The working principle of the RPA is that manual operation is realized through software robot automation, and an automatic flow is established to remodel a service mode. It can realize standardization of operation, accuracy and consistency of data, and reduction of operation cost. RPA, an emerging technology, has become a necessary tool for many enterprises to pursue efficiency and cost reduction and synergy.
In short, the RPA is not only a simple technical innovation, but also creates a new technical application mode, and is a new man-machine interaction mode and cooperation mode.
In summary, by means of the above technical solution of the present invention, by the method and the device, it is achieved that: the RPA technology is applied to replace repetitive work which needs a large amount of manpower to finish in an automatic mode, so that the labor cost is reduced, errors caused by human factors are avoided, and the execution efficiency of the existing work is effectively improved. RPA technology is a technology, can simulate the operation of human beings and automatically execute various tasks. The RPA technology can improve the working efficiency, reduce the cost and the error rate, and is an important tool for the digital transformation of enterprises. And the general business handling efficiency can be better improved, and the labor burden in the row is reduced.
The foregoing description of the preferred embodiments of the invention is not intended to be limiting, but rather is intended to cover all modifications, equivalents, alternatives, and improvements that fall within the spirit and scope of the invention.

Claims (10)

1. A robotic process automation method, comprising:
establishing a flow model based on the silver tax financial statement, the image classification and classifying data and the execution conditions;
adopting a machine learning algorithm model and an artificial intelligence technology to perform recognition of silver tax financial data, image recognition and text recognition to obtain related element data;
the robot performs tasks automatically.
2. The automated robotic process method of claim 1, wherein automatically handling multiple anomalies by the robot and alerting the robot when the task is performed comprises: error prompt, task interrupt.
3. The automated robotic process method of claim 1, wherein after the task is performed, the robot automatically generates statistics and reports for feedback to a system administrator or other personnel, wherein the statistics and reports comprise: task time, error log, automated reporting.
4. The automated robotic process method of claim 1, wherein the establishing a process model based on the tax financial statement comprises:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
5. The automated robotic process method of claim 1, wherein the creating a process model based on the image classification and categorization data comprises:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
6. A robotic process automation device, comprising:
the modeling device is used for establishing a flow model based on the silver tax financial statement, the image classification and classification data and the execution conditions;
the recognition device is used for recognizing the silver tax financial data, the image recognition and the text recognition by adopting a machine learning algorithm model and an artificial intelligence technology to obtain related element data;
and the executing device is used for automatically executing the task by the robot.
7. The robotic flow automation device of claim 6, wherein the robot automatically handles a plurality of anomalies and issues an alarm when the task is performed comprises: error prompt, task interrupt.
8. The robotic process automation device of claim 6, wherein after the completion of the task, the robot automatically generates statistics and reports for feedback to a system administrator or other personnel, wherein the statistics and reports comprise: task time, error log, automated reporting.
9. The automated robotic process device of claim 6, wherein the establishing a process model based on the tax financial statement comprises:
the first party client completes authentication and authorization at the third party, agrees to the third party to transmit the client tax data to the second party;
the second party collects the financial data therein and can realize downloading through the guest-expanding system;
the process automation robot inquires whether the second party has acquired tax data of the first party client, and after analyzing the data, outputs an EXCEL file according to a financial report format;
and acquiring an EXCEL file of the automated tax financial report of the robot flow.
10. The robotic process automation device of claim 6, wherein the creating a process model based on the image classification and categorization data comprises:
the client of the first party uploads the related images, selects to automatically identify and upload the related images through a robot, and pushes the pictures to be classified by using an asynchronous thread;
acquiring pushed pictures to be classified, classifying the pictures by an image recognition algorithm, and recognizing the type of the image;
and the robot automatically identifies, analyzes, classifies and uploads the images to the corresponding image catalogue.
CN202311189528.3A 2023-09-14 2023-09-14 Robot flow automation method and device Pending CN117196523A (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
CN202311189528.3A CN117196523A (en) 2023-09-14 2023-09-14 Robot flow automation method and device

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
CN202311189528.3A CN117196523A (en) 2023-09-14 2023-09-14 Robot flow automation method and device

Publications (1)

Publication Number Publication Date
CN117196523A true CN117196523A (en) 2023-12-08

Family

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Application Number Title Priority Date Filing Date
CN202311189528.3A Pending CN117196523A (en) 2023-09-14 2023-09-14 Robot flow automation method and device

Country Status (1)

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