CN117112510A - Report template configuration method, device, equipment and storage medium - Google Patents
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Abstract
The application discloses a report template configuration method, a device, equipment and a storage medium, which relate to the field of due diligence investigation and comprise the following steps: acquiring service data and preset page elements in a preset database, and constructing a standard data model according to the preset page elements and the service data; constructing a target visual form according to the standard data model and the target interface definition; and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy. The application can configure the visual form of the report display page based on the defined standardized data model aiming at different service scenes, select the report display page customized report template with the configured report display page, solve the problems of complex template differentiated customization, code redundancy, poor flexibility and the like in different service scenes, and improve the template formulation efficiency and quality.
Description
Technical Field
The present application relates to the field of due diligence, and in particular, to a report template configuration method, apparatus, device, and storage medium.
Background
In the credit service scene in the financial field, the investigation of the due job is one of the most important works, and the comprehensive investigation is carried out for the credit-simulating clients, so that decision support is provided for credit. Different due-job investigation needs to be conducted aiming at different industries and different guest groups, namely, different due-job investigation templates need to be formulated according to different clients, and a mode of manually formulating the due-job investigation templates is time-consuming, labor-consuming and excessively dependent on personnel analysis capability. Therefore, how to improve the efficiency of template customization for different business needs is a problem to be solved in the art.
Disclosure of Invention
In view of the above, the present application aims to provide a report template configuration method, device, equipment and storage medium, which can configure a visual form of a report display page based on a defined standardized data model for different service scenarios, select a report display page customized report template with completed configuration, solve the problems of complex template differentiated customization, code redundancy, poor flexibility and the like in different service scenarios, and improve the template formulation efficiency and quality. The specific scheme is as follows:
in a first aspect, the present application provides a report template configuration method, including:
acquiring service data and preset page elements in a preset database, and constructing a standard data model according to the preset page elements and the service data;
constructing a target visual form according to the standard data model and the target interface definition;
and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy.
Optionally, acquiring the preset page element includes:
determining a page display form corresponding to a preset service scene, and generating the preset page elements according to the page display form.
Optionally, the constructing the target visualization form according to the standard data model and the target interface definition includes:
determining a corresponding target component in a preset component library according to the preset page element, and binding the target component and the standard data model to construct an initial visual form;
binding the target interface definition to the initial visualization form to obtain the target visualization form.
Optionally, after binding the target interface definition to the initial visualization form, the method further includes:
obtaining a report to be displayed, determining a display requirement corresponding to the report to be displayed, and carrying out component dragging processing on the component layout of the initial visual form according to the display requirement so as to obtain the target visual form.
Optionally, the configuring the corresponding report template according to the directory hierarchy structure includes:
configuring according to the directory hierarchical structure, and directly generating a corresponding universal report template or personalized report template;
or configuring a corresponding universal report template according to the directory hierarchical structure, and inheriting or multiplexing based on the universal report template to obtain a personalized report template.
Optionally, after the configuring the corresponding report template according to the directory hierarchy structure, the method further includes:
and calling the target interface definition bound with the target visual form, initializing the report to be displayed, and filling the initialized report to be displayed into the report template.
Optionally, the obtaining the report to be displayed includes:
the target interface definition is utilized to acquire a report to be displayed of each data source;
correspondingly, the filling the initialized report to be displayed into the report template comprises the following steps:
and filling the report to be displayed of each data source into the report template.
In a second aspect, the present application provides a report template configuration apparatus, including:
the model construction module is used for acquiring service data and preset page elements in a preset database and constructing a standard data model according to the preset page elements and the service data;
the form construction module is used for constructing a target visual form according to the standard data model and the target interface definition;
and the template configuration module is used for determining a directory hierarchical structure of the target visual form according to a preset rule and configuring a corresponding report template according to the directory hierarchical structure.
In a third aspect, the present application provides an electronic device comprising a processor and a memory; the memory is used for storing a computer program, and the computer program is loaded and executed by the processor to realize the report template configuration method.
In a fourth aspect, the present application provides a computer readable storage medium storing a computer program which when executed by a processor implements the foregoing report template configuration method.
Firstly, acquiring service data and preset page elements in a preset database, and constructing a standard data model according to the preset page elements and the service data; then constructing a target visual form according to the standard data model and the target interface definition; and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy. By the technical scheme, the visual form configuration of the report display page can be carried out based on the defined standardized data model aiming at different service scenes, and the report display page customization report template with the configuration completed is selected, so that the problems of complex template differentiation customization, code redundancy, poor flexibility and the like under different service scenes are solved, and the template formulation efficiency and quality are improved.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings that are required to be used in the embodiments or the description of the prior art will be briefly described below, and it is obvious that the drawings in the following description are only embodiments of the present application, and that other drawings can be obtained according to the provided drawings without inventive effort for a person skilled in the art.
FIG. 1 is a flow chart of a report template configuration method provided by the application;
FIG. 2 is a flowchart of a specific report template configuration method provided by the present application;
FIG. 3 is a schematic diagram of a report template configuration framework provided by the present application;
FIG. 4 is a schematic diagram of a report template configuration device according to the present application;
fig. 5 is a block diagram of an electronic device according to the present application.
Detailed Description
The following description of the embodiments of the present application 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 application, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the application without making any inventive effort, are intended to be within the scope of the application.
When different customer groups need to conduct differentiated due diligence, different due diligence investigation templates are required to be formulated according to different customers, and a mode of manually formulating the due diligence investigation templates is time-consuming and labor-consuming and excessively depends on personnel analysis capability. The application can carry out visual form configuration of the report display page based on the defined standardized data model aiming at different service scenes, and select the report display page customized report template with the configured report display page, thereby effectively improving the template formulation efficiency and quality.
Referring to fig. 1, the embodiment of the application discloses a report template configuration method, which comprises the following steps:
and S11, acquiring service data and preset page elements in a preset database, and constructing a standard data model according to the preset page elements and the service data.
In this embodiment, a rich page element and a standardized data model may be provided, first, various service data corresponding to different clients in a database are obtained, various page elements for displaying a report template are obtained, and a standard data model is constructed through the page elements and the service data, so that various data are converted by using the standardized data model, and the standard data model is a unified data model defined by combining the service data and the page elements. Therefore, the configuration of the report display page is facilitated by using the defined standardized data model aiming at different business scenes, and the problem of complex template differentiation customization under different business scenes is solved. It can be appreciated that the page display form corresponding to the preset service scene may be determined first, and then the preset page element may be generated according to the page display form.
And step S12, constructing a target visual form according to the standard data model and the target interface definition.
In this embodiment, after determining the standard data model, a target visual form is constructed according to the standard data model and a preset target interface definition, where the visual form is a page designer for configuring display contents of a report template. It should be noted that, in this embodiment, a design mode of object-oriented design and service-oriented development is adopted, and a unified service definition management portal may be provided for obtaining external data based on the above-mentioned target interface definition, and the interface definition is described by the above-mentioned service, and the interface of multiple data sources may be configured, including a request address (including ip (Internet Protocol, internet protocol) address, port number, etc.), a request manner, etc., for providing mapping processing of the participating and responding results.
In this way, the embodiment integrates the standardized data model and the service management, can establish a unified data model through service data analysis, normalize the data format, and acquire data from the outside through service interfacing multiple data sources. It should be noted that the service also provides a format mapping configuration for return data based on a standardized data model, which is advantageous for normalizing the format of the return data from external data sources.
And S13, determining a directory hierarchy structure of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy structure.
In this embodiment, a configured target visual form is selected, a directory hierarchy of the target visual form is determined according to a preset rule, and a corresponding report template is configured. The embodiment can design the hierarchical structure of the report template catalog through simple 'dragging', and complete the configuration and version release of the report template.
It should be noted that, in configuring the corresponding report template according to the configuration, in a specific embodiment, the configuration may be performed according to the directory hierarchy, so as to directly generate the corresponding generic report template or personalized report template. In another specific embodiment, the corresponding generic report templates may be configured according to a directory hierarchy, and inheritance or multiplexing may be performed based on the generic report templates to obtain personalized report templates. In making inheritance of the report template, the existing report template may be multiplexed in an inheritance manner and the template content of the unmodified inheritance may be set. At the time of multiplexing, the existing report template can be reused and the modifiable multiplexed template content can be set. It can be understood that the general report template is a report template configured output result and can be reused; the personalized report template is an output result of the report template configuration, and the report template customized for the special use scene has no reusability. Thus, when the service scene is not greatly different, the report template can be generated efficiently by directly inheriting or multiplexing.
In the embodiment, service data and preset page elements in a preset database are acquired, and a standard data model is constructed according to the preset page elements and the service data; then constructing a target visual form according to the standard data model and the target interface definition; and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy. Therefore, the method can customize the differentiated report templates according to different industries and different guest groups, and different report templates are formulated according to different clients. Based on the scheme, a unified scheduling method framework from the page designer and the structure designer to the report template renderer of the report template is provided, the report display page configuration can be carried out by using a defined standardized data model according to different service scenes, and the report display page customization report template with the configuration completed is selected. And the unified management of the report templates can be supported, the classification management and the template version management of the report templates are carried out, and the multiplexing of the existing report templates is supported aiming at similar service scenes. In addition, when the visual form is constructed, the business form is easily designed through 'dragging', the diversified report templates are flexibly customized, the problems of complex template differentiated customization, code redundancy, poor flexibility and the like under different business scenes are alleviated, and the template formulation is simple and efficient.
Based on the above embodiment, the present application can configure and customize the report template according to the standardized data model visual form of the report presentation page, and the configuration process of the report template will be described in detail in this embodiment. Referring to fig. 2, the embodiment of the application discloses a specific report template configuration method, which includes:
and S21, determining a corresponding target component in a preset component library according to a preset page element, binding the target component and a standard data model to construct an initial visual form, and binding a target interface definition to the initial visual form.
In this embodiment, the report presentation page configuration may be performed by using the defined standardized data model and the components provided by the page designer component library, so that the corresponding target component in the preset component library is first determined according to the preset page element, the target component and the standard data model are bound to construct an initial visual form, and then the target interface definition is bound to the initial visual form. The embodiment firstly configures a standardized data model and service definition needed by a report template, then configures a visual form according to report display content, selects different components from a component library according to analysis of page elements, binds the defined standardized data model, binds the defined service on the visual form, performs layout adjustment on the form through simple 'dragging', finally selects the defined visual form, and designs a hierarchical structure among the visual forms to complete design and version release of the report template.
Step S22, acquiring a report to be displayed, determining a display requirement corresponding to the report to be displayed, and carrying out component dragging processing on the component layout of the initial visual form according to the display requirement so as to obtain a target visual form.
In this embodiment, when the report to be displayed is acquired, automatic data acquisition may be implemented. Specifically, a service definition function may be provided for interfacing multiple data sources, where service configuration is performed in a visual form, and when a report template is rendered, unified services provided in a service framework are automatically invoked, request information of the services is assembled, request of external data and normalization processing of a response data format are performed, and after data returns to a front end, filling data is automatically corresponding to the definition of a table transformation model.
Step S23, calling the target interface definition bound with the target visual form, initializing the report to be displayed, and filling the initialized report to be displayed into a report template.
In this embodiment, when the report template is used, firstly, the report template enters a rendering page, renders according to the structure of the configured report template, invokes the service bound on the visual form, namely, the target interface definition, initializes report data and automatically fills the report, and after filling, the report is exported. Through the steps, a unified service definition management portal can be provided in this embodiment, multiple data sources are defined and connected through a target interface, service response results are processed into a format of a standard data model for service automatic requests of a designated interface, report content data to be displayed, which are displayed by a report template, are automatically acquired, and the report to be displayed of each data source is automatically filled into the report template.
Through the technical scheme, the method and the device for defining the target interface of the visual system determine the corresponding target component in the preset component library according to the preset page element, bind the target component and the standard data model to construct an initial visual form, and bind the target interface definition to the initial visual form. Obtaining a report to be displayed, determining a display requirement corresponding to the report to be displayed, and carrying out component dragging processing on the component layout of the initial visual form according to the display requirement so as to obtain a target visual form. And calling the target interface definition bound with the target visual form, initializing the report to be displayed, and filling the initialized report to be displayed into a report template. In this way, as shown in fig. 3, a due diligence survey framework is introduced, a front-end and rear-end separated architecture mode is adopted to perform unified version management and service release on various due diligence survey templates, the templates take effect in real time, the template making efficiency and quality are improved, standardized data models and service management are integrated through the framework, multiple data sources are connected through services, data from the outside are acquired, formats of the data are returned for standardizing the external data sources, service configuration is performed in a visual form, unified services provided in the service framework are automatically invoked when the templates are reported for rendering, request information of the services is assembled, request of the external data and normative processing of response data formats are performed, and after the data is returned to the front end, the filling data is automatically corresponding according to definition of a form conversion model.
Referring to fig. 4, the embodiment of the application also discloses a report template configuration device, which comprises:
the model construction module 11 is configured to acquire service data and preset page elements in a preset database, and construct a standard data model according to the preset page elements and the service data;
a form construction module 12 for constructing a target visualization form according to the standard data model and target interface definition;
and the template configuration module 13 is used for determining a directory hierarchy structure of the target visual form according to preset rules and configuring a corresponding report template according to the directory hierarchy structure.
In the embodiment, service data and preset page elements in a preset database are acquired, and a standard data model is constructed according to the preset page elements and the service data; then constructing a target visual form according to the standard data model and the target interface definition; and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy. By the technical scheme, the visual form configuration of the report display page can be carried out based on the defined standardized data model aiming at different service scenes, and the report display page customization report template with the configuration completed is selected, so that the problems of complex template differentiation customization, code redundancy, poor flexibility and the like under different service scenes are solved, and the template formulation efficiency and quality are improved.
In some embodiments, the model building module 11 specifically includes:
the page element generation unit is used for determining a page display form corresponding to a preset service scene and generating the preset page element according to the page display form.
In some embodiments, the form construction module 12 specifically includes:
the component binding unit is used for determining a corresponding target component in a preset component library according to the preset page element, and binding the target component and the standard data model to construct an initial visual form;
and the interface binding unit is used for binding the target interface definition to the initial visual form so as to obtain the target visual form.
In some embodiments, the form construction module 12 further includes:
the component dragging unit is used for acquiring a report to be displayed, determining a display requirement corresponding to the report to be displayed, and carrying out component dragging processing on the component layout of the initial visual form according to the display requirement so as to obtain the target visual form.
In some embodiments, the template configuration module 13 specifically includes:
the first template configuration unit is used for configuring according to the directory hierarchical structure and directly generating a corresponding universal report template or personalized report template;
and the second template configuration unit is used for configuring the corresponding universal report template according to the directory hierarchical structure, and inheriting or multiplexing the universal report template to obtain the personalized report template.
In some embodiments, the template configuration module 13 further includes:
and the report filling sub-module is used for calling the target interface definition bound by the target visual form, initializing the report to be displayed and filling the initialized report to be displayed into the report template.
In some embodiments, the template configuration module 13 specifically includes:
the report acquisition unit is used for acquiring the report to be displayed of each data source by utilizing the target interface definition;
correspondingly, the report filling submodule specifically comprises:
and the report filling unit is used for filling the report to be displayed of each data source into the report template.
Further, the embodiment of the present application further discloses an electronic device, and fig. 5 is a block diagram of an electronic device 20 according to an exemplary embodiment, where the content of the figure is not to be considered as any limitation on the scope of use of the present application.
Fig. 5 is a schematic structural diagram of an electronic device 20 according to an embodiment of the present application. The electronic device 20 may specifically include: at least one processor 21, at least one memory 22, a power supply 23, a communication interface 24, an input output interface 25, and a communication bus 26. Wherein the memory 22 is configured to store a computer program that is loaded and executed by the processor 21 to implement the relevant steps in the report template configuration method disclosed in any of the foregoing embodiments. In addition, the electronic device 20 in the present embodiment may be specifically an electronic computer.
In this embodiment, the power supply 23 is configured to provide an operating voltage for each hardware device on the electronic device 20; the communication interface 24 can create a data transmission channel between the electronic device 20 and an external device, and the communication protocol to be followed is any communication protocol applicable to the technical solution of the present application, which is not specifically limited herein; the input/output interface 25 is used for acquiring external input data or outputting external output data, and the specific interface type thereof may be selected according to the specific application requirement, which is not limited herein.
The memory 22 may be a carrier for storing resources, such as a read-only memory, a random access memory, a magnetic disk, or an optical disk, and the resources stored thereon may include an operating system 221, a computer program 222, and the like, and the storage may be temporary storage or permanent storage.
The operating system 221 is used for managing and controlling various hardware devices on the electronic device 20 and computer programs 222, which may be Windows Server, netware, unix, linux, etc. The computer program 222 may further include a computer program that can be used to perform other specific tasks in addition to the computer program that can be used to perform the report template configuration method performed by the electronic device 20 disclosed in any of the previous embodiments.
Further, the application also discloses a computer readable storage medium for storing a computer program; wherein the computer program, when executed by the processor, implements the report template configuration method disclosed previously. For specific steps of the method, reference may be made to the corresponding contents disclosed in the foregoing embodiments, and no further description is given here.
In this specification, each embodiment is described in a progressive manner, and each embodiment is mainly described in a different point from other embodiments, so that the same or similar parts between the embodiments are referred to each other. For the device disclosed in the embodiment, since it corresponds to the method disclosed in the embodiment, the description is relatively simple, and the relevant points refer to the description of the method section.
Those of skill would further appreciate that the various illustrative elements and algorithm steps described in connection with the embodiments disclosed herein may be implemented as electronic hardware, computer software, or combinations of both, and that the various illustrative elements and steps are described above generally in terms of functionality in order to clearly illustrate 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 solution. 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 application.
The steps of a method or algorithm described in connection with the embodiments disclosed herein may be embodied directly in hardware, in a software module executed by a processor, or in a combination of the two. The software modules may be disposed in Random Access Memory (RAM), memory, read Only Memory (ROM), electrically programmable ROM, electrically erasable programmable ROM, registers, hard disk, a removable disk, a CD-ROM, or any other form of storage medium known in the art.
Finally, it is further noted that relational terms such as first and second, and the like are used solely to distinguish one entity or action from another entity or action without necessarily requiring or implying any actual such relationship or order between such entities or actions. Moreover, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without further limitation, an element defined by the phrase "comprising one … …" does not exclude the presence of other like elements in a process, method, article, or apparatus that comprises the element.
The foregoing has outlined rather broadly the more detailed description of the application in order that the detailed description of the application that follows may be better understood, and in order that the present principles and embodiments may be better understood; meanwhile, as those skilled in the art will have variations in the specific embodiments and application scope in accordance with the ideas of the present application, the present description should not be construed as limiting the present application in view of the above.
Claims (10)
1. A report template configuration method, comprising:
acquiring service data and preset page elements in a preset database, and constructing a standard data model according to the preset page elements and the service data;
constructing a target visual form according to the standard data model and the target interface definition;
and determining a directory hierarchy of the target visual form according to a preset rule, and configuring a corresponding report template according to the directory hierarchy.
2. The report template configuration method according to claim 1, wherein acquiring a preset page element comprises:
determining a page display form corresponding to a preset service scene, and generating the preset page elements according to the page display form.
3. The report template configuration method of claim 1, wherein the constructing a target visualization form from the standard data model and target interface definition comprises:
determining a corresponding target component in a preset component library according to the preset page element, and binding the target component and the standard data model to construct an initial visual form;
binding the target interface definition to the initial visualization form to obtain the target visualization form.
4. The report template configuration method of claim 3, wherein after binding the target interface definition to the initial visualization form, further comprising:
obtaining a report to be displayed, determining a display requirement corresponding to the report to be displayed, and carrying out component dragging processing on the component layout of the initial visual form according to the display requirement so as to obtain the target visual form.
5. The report template configuration method according to claim 3, wherein the configuring the corresponding report template according to the directory hierarchy includes:
configuring according to the directory hierarchical structure, and directly generating a corresponding universal report template or personalized report template;
or configuring a corresponding universal report template according to the directory hierarchical structure, and inheriting or multiplexing based on the universal report template to obtain a personalized report template.
6. The report template configuration method according to claim 4 or 5, further comprising, after the configuring the corresponding report template according to the directory hierarchy:
and calling the target interface definition bound with the target visual form, initializing the report to be displayed, and filling the initialized report to be displayed into the report template.
7. The report template configuration method according to claim 4 or 5, wherein the obtaining the report to be presented includes:
the target interface definition is utilized to acquire a report to be displayed of each data source;
correspondingly, the filling the initialized report to be displayed into the report template comprises the following steps:
and filling the report to be displayed of each data source into the report template.
8. A report template configuration apparatus, comprising:
the model construction module is used for acquiring service data and preset page elements in a preset database and constructing a standard data model according to the preset page elements and the service data;
the form construction module is used for constructing a target visual form according to the standard data model and the target interface definition;
and the template configuration module is used for determining a directory hierarchical structure of the target visual form according to a preset rule and configuring a corresponding report template according to the directory hierarchical structure.
9. An electronic device comprising a processor and a memory; wherein the memory is for storing a computer program that is loaded and executed by the processor to implement the report template configuration method of any one of claims 1 to 7.
10. A computer readable storage medium for storing a computer program which when executed by a processor implements the report template configuration method of any one of claims 1 to 7.
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| CN117807980A (en) * | 2024-02-27 | 2024-04-02 | 北京宏宇航天技术有限公司 | Data report generation method and device based on track data solver |
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Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN117807980A (en) * | 2024-02-27 | 2024-04-02 | 北京宏宇航天技术有限公司 | Data report generation method and device based on track data solver |
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