CN112836112A

CN112836112A - Financial information processing method, device, equipment and medium based on RPA and AI

Info

Publication number: CN112836112A
Application number: CN202110150193.9A
Authority: CN
Inventors: 汪冠春; 胡一川; 褚瑞; 李玮; 李育民; 陈默; 何鑫
Original assignee: Beijing Laiye Network Technology Co Ltd; Laiye Technology Beijing Co Ltd
Current assignee: Beijing Laiye Network Technology Co Ltd; Laiye Technology Beijing Co Ltd
Priority date: 2021-02-03
Filing date: 2021-02-03
Publication date: 2021-05-25

Abstract

The embodiment of the invention discloses a financial information processing method, a device, equipment and a medium based on RPA and AI, wherein the method comprises the following steps: s1, logging in the online banking system when receiving the online banking login sub-command; s2, if the financial information inquiry subcommand is received, inquiring according to the received inquiry content, and displaying the inquiry result; the financial information inquiry subcommand is a balance inquiry subcommand, a running water inquiry subcommand and a receipt inquiry subcommand; s3, if a download subcommand of the query result is received, storing the query result according to a specified path; the corresponding login subcommand, inquiry subcommand and download subcommand of different banks are packaged in different command libraries. By adopting the technical scheme, the problem of low financial service implementation efficiency can be solved.

Description

Financial information processing method, device, equipment and medium based on RPA and AI

Technical Field

The embodiment of the invention relates to the technical field of flow automation, in particular to a financial information processing method, device, equipment and medium based on RPA and AI.

Background

RPA (robot Process Automation) simulates human operations on a computer through specific "robot software" and automatically executes Process tasks according to rules.

AI (Artificial Intelligence) is a new technical science for studying and developing theories, methods, techniques and application systems for simulating, extending and expanding human Intelligence.

RPA has unique advantages: low code, non-intrusive. The low code means that the RPA can be operated without high IT level, and business personnel who do not know programming can also develop the flow; non-invasively, the RPA can simulate human operation without opening the interface with a software system. However, conventional RPA has certain limitations: can only be based on fixed rules and application scenarios are limited. With the continuous development of the AI technology, the limitation of the traditional RPA is overcome by the deep fusion of the RPA and the AI, and the RPA + AI is a Hand work + Head work, which greatly changes the value of the labor force.

With the development of RPA technology, large companies or groups begin to use RPA technology instead of human labor to process some financial services. The UiBot (robot process automation service platform) has implemented more RPA projects in financial scenarios, and has acquired rich experience. In order to realize automation of the corresponding business process, a technician is generally required to edit the corresponding flow aiming at the business process which needs to realize automation. At present, each project is independently developed, and even if the same or similar business requirements are met, the projects are redesigned and recoded according to the requirements of the respective projects, so that the implementation repeated workload in the same type of scene is large, and the implementation efficiency is low.

Disclosure of Invention

The embodiment of the invention provides a financial information processing method, device, equipment and medium based on RPA and AI, aiming at overcoming the problem of low financial service implementation efficiency.

In a first aspect, the present invention provides a financial information processing method based on RPA and AI, including:

s1, logging in the online banking system when receiving the online banking login sub-command;

s2, if the financial information inquiry subcommand is received, inquiring according to the received inquiry content, and displaying the inquiry result; the financial information inquiry subcommand is a balance inquiry subcommand, a running water inquiry subcommand or a receipt inquiry subcommand;

s3, if a download subcommand of the query result is received, storing the query result according to a specified path;

the login subcommands, the query subcommands and the download subcommands corresponding to different banks are encapsulated in different command libraries, and each command library is created in the following way:

obtaining command library characteristic information and editing content information corresponding to a command library to be created, wherein the characteristic information comprises main file name information of the command library, command name information of a contained command and attribute information of a parameter corresponding to the command; the editing content information includes: the robot processes the components required for automating the corresponding flow:

after receiving an issuing library instruction for the command library to be created, outputting a configuration information configuration interface corresponding to the command library to be created, so that a creator can configure configuration information corresponding to the command library to be created:

after receiving an instruction indicating that configuration information corresponding to the command library to be created is configured, generating the command library to be created based on the command library characteristic information, the editing content information and the configuration information;

the configuration information includes issue information and command configuration information, and the issue information includes: the configured saving path, the main file name and the version information of the command library to be created; the command configuration information includes: relevant information when the command in the configured command library is used and the use rule of the command.

Optionally, before the S1, the method further includes:

s3, when the U shield is determined to be started, opening an online bank login interface;

and S4, acquiring a user name and a corresponding login password, and inputting the user name and the login password into a login dialog box of the online bank login interface.

Optionally, the method further includes:

and S5, if the verification code is detected to exist, performing optical character OCR recognition on the verification code, and inputting the recognition result into the verification code filling part of the login dialog box.

Optionally, the method further includes:

if the login fails, the failure reason is identified, and a failure reason status code is returned.

Optionally, the query subcommand is a stream query subcommand, and correspondingly, the S2 specifically includes:

and if the flow inquiry subcommand is received, calling a flow inquiry function by taking the received inquiry date and the received inquiry account number as parameters to obtain an inquiry result, and displaying the inquiry result.

Optionally, the method further includes:

if the query fails, judging whether the financial pipelining information does not exist;

if no financial pipelining information exists, a no-pipelining status code is returned.

In a second aspect, an embodiment of the present invention further provides an apparatus for processing financial information based on RPA and AI, where the apparatus includes:

the login module is configured to log in the online bank system when the online bank login sub-command is received;

the query module is configured to query according to the received query content and display a query result if the financial information query subcommand is received; the financial information inquiry command is a balance inquiry subcommand, a running water inquiry subcommand or a receipt inquiry subcommand;

the downloading module is configured to store the query result according to a specified path if a downloading sub-command of the query result is received;

Optionally, the apparatus further comprises:

the login page opening module is configured to open an online bank login interface when the U shield is determined to be started;

and the account password input module is configured to acquire a user name and a corresponding login password and input the user name and the login password into a login dialog box of the online bank login interface.

Optionally, the apparatus further comprises:

and the verification code recognition module is configured to perform optical character OCR recognition on the verification code if the verification code is detected to exist, and input a recognition result into a verification code filling part of the login dialog box.

Optionally, the apparatus further comprises:

and the login failure code returning module is configured to identify a failure reason and return a failure reason state code if the login fails.

Optionally, the query subcommand is a stream query subcommand, and correspondingly, the query module is specifically configured to:

Optionally, the apparatus further comprises:

the flow information judging module is configured to judge whether the financial flow information does not exist or not if the query fails;

a pipelined status code return module configured to return a non-pipelined status code if no financial pipelined information exists.

In a third aspect, an embodiment of the present invention further provides a computing device, including:

a memory storing executable program code;

a processor coupled with the memory;

the processor calls the executable program code stored in the memory to execute the RPA and AI based financial information processing provided by any embodiment of the invention.

In a fourth aspect, an embodiment of the present invention further provides a computer-readable storage medium, on which a computer program is stored, where the computer program, when executed by a processor, implements the RPA and AI-based financial information processing provided by any embodiment of the present invention.

According to the technical scheme provided by the embodiment of the invention, different business steps of financial information processing are divided into a login sub-command, an inquiry sub-command and a download sub-command. For different banks, a corresponding bank command library can be established, and the login sub-command, the query sub-command and the download sub-command are packaged into the command library corresponding to the bank. For the same business steps, different engineers do not need to design the flow according to own ideas in the process of completing the project, and only the commands in the command library are used for building the flow, so that a large amount of repetitive work is avoided, and the reusability and the expansibility of the flow are improved. The embodiment of the invention is arranged in such a way, and great convenience is provided for subsequent operation and maintenance of projects.

The innovation points of the embodiment of the invention comprise:

1. for different banks, a corresponding bank command library is established, and the login sub-command, the query sub-command and the download sub-command are packaged into the command library corresponding to the bank. The configuration avoids a large amount of repetitive work, improves the reusability and expansibility of the process, and is one of the innovation points of the embodiment of the invention.

2. The method can obtain the characteristic information and the editing content information of the command library to be created, and obtain the configuration information corresponding to the command library to be created, and further generate the command library to be created containing the reusable components of the process corresponding to the robot processing automation based on the characteristic information, the editing content information and the configuration information of the command library to realize the creation of the command library, and can directly call the components in the command library to be created in the subsequent process corresponding to the robot process automation, so as to simplify the subsequent process corresponding to the robot process automation, and improve the creation efficiency.

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, it is obvious that the drawings in the following description are only some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to the drawings without creative efforts.

Fig. 1a is a flowchart of a financial information processing method based on RPA and AI according to an embodiment of the present invention;

FIG. 1b is a screenshot of the financial information processing effect based on RPA and AI;

fig. 1c is a schematic diagram of a command library corresponding to a construction bank according to an embodiment of the present invention;

fig. 2a is a schematic flowchart of a command library creating method of a process generating end combining an RPA and an AI according to a second embodiment of the present invention;

FIG. 2b is a schematic diagram illustrating an information input area of a command library editing interface according to a second embodiment of the present invention;

FIG. 2c is an exemplary diagram of a toolbar display area of a command library editing interface according to a second embodiment of the present invention;

fig. 2d is an exemplary diagram of an icon generated for a command library to be created according to the second embodiment of the present invention;

fig. 2e is a schematic flowchart of a command library creating method of a flow generating end combining an RPA and an AI according to a third embodiment of the present invention;

FIG. 2f is an exemplary diagram of a command library creation interface provided in the third embodiment of the present invention;

fig. 2g is a schematic illustration showing a configuration information configuration interface according to a third embodiment of the present invention;

fig. 3 is a schematic diagram of a command library creating method of a preferred flow generating end combining an RPA and an AI according to a fourth embodiment of the present invention;

fig. 4a is a schematic diagram of a command library creating method of a flow generating end combining an RPA and an AI according to yet another preferred embodiment of the present invention;

fig. 4b is a schematic local area diagram of a block editing interface according to a fifth embodiment of the present invention;

fig. 4c is a schematic diagram of a command center display interface when a command library is not imported according to a fifth embodiment of the present invention;

fig. 4d is a schematic diagram of a command center display interface after the command library is imported according to a fifth embodiment of the present invention;

fig. 4e is a schematic diagram of a block editing interface after the command library is imported according to the fifth embodiment of the present invention;

fig. 5 is a block diagram of a financial information processing apparatus based on RPA and AI according to a sixth embodiment of the present invention;

fig. 6 is a schematic structural diagram of a computing device according to a seventh embodiment of the present invention.

Detailed Description

The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be obtained by a person skilled in the art without inventive effort based on the embodiments of the present invention, are within the scope of the present invention.

It is to be noted that the terms "comprises" and "comprising" and any variations thereof in the embodiments and drawings of the present invention are intended to cover non-exclusive inclusions. For example, a process, method, system, article, or apparatus that comprises a list of steps or elements is not limited to only those steps or elements listed, but may alternatively include other steps or elements not listed, or inherent to such process, method, article, or apparatus.

In the description of the embodiments of the present invention, the term "command library" may refer to one or more components that can be reused by using a flow corresponding to a robot process automation written by a Function subroutine statement using a BotScript language, and issued as a command module that conforms to the UiBot usage specification. Accordingly, in an embodiment of the present invention, the Function subprogram including the one or more components that can be reused in the process corresponding to the robot process automation may be referred to as a command. The command library may be analogous to a tool box that includes commands analogous to tools such as a wrench, hammer, and screwdriver. The writing command library may be similar to the packaging tool box, and each Function subroutine, i.e., command, including a reusable component of the process corresponding to the robot process automation is packaged into a command library. Correspondingly, the process of compiling the corresponding flow of the robot processing automation can be similar to the process of assembling an automobile scene or building a house scene, and the commands in the command library can be reused.

Where Function denotes the general term of a subroutine. In some programming languages, it refers to a subroutine or statement with a return value. And in some programming languages, functions as a key. In the programming language BotScript language of UiBot, the Function subroutine statements follow the rules of a common language.

In the description of the embodiment of the present invention, the term "component" refers to a reusable component in a task of writing a flow corresponding to the automation of the robot process, and the component may further include a component, i.e., a plug-in, having an interface reserved in a designated program, and the designated program may use a program of the command library.

In the description of the embodiment of the present invention, the term "command" refers to information that needs to inform the robot what action should be taken and how to do it in each step in a flow block of a flow. The robot follows a given command to perform the corresponding operation.

In the description of the embodiment of the present invention, the term "command library feature information" refers to information about features of a command library, such as main file name information of the command library, command name information of a contained command, and attribute information of a parameter corresponding to the contained command.

In the description of the embodiment of the present invention, the term "configuration information" refers to the relevant configuration information of the corresponding command library, for example: the export path information of the command library is the storage path information of the command library, and some or all of the feature information of the command library.

The embodiment of the invention discloses a financial information processing method, a financial information processing device, financial information processing equipment and a financial information processing medium based on RPA and AI. The following are detailed below.

Example one

Robot Process Automation (RPA) is a Process task that simulates human operations on a computer through specific robot software and automatically executes according to rules.

Ai (intellectual intelligence) is an english abbreviation for artificial intelligence, which is a new technical science for studying and developing theories, methods, techniques and application systems for simulating, extending and expanding human intelligence. This embodiment adopts an OCR (Optical Character Recognition) technique in the AI technique to recognize the verification code.

With the development of RPA technology, large companies or groups begin to use RPA technology instead of human labor to process some financial services. UiBot has implemented more RPA projects in financial scenarios, and has gained rich experience. In order to realize automation of the corresponding business process, a technician is generally required to edit the corresponding flow aiming at the business process which needs to realize automation. At present, each project is independently developed, and even if the same or similar business requirements are met, the process is redesigned and recoded according to the requirements of each project, so that the implementation repeated workload in the same type of scene is large, and the implementation efficiency is low. In view of the above situation, the present invention provides a method, an apparatus, a device and a medium for processing financial information based on RPA and AI, so as to overcome the problem of low efficiency of implementing financial services. Fig. 1a is a flowchart of a financial information processing method based on RPA and AI according to an embodiment of the present invention, and fig. 1b is a screenshot of a financial information processing effect based on RPA and AI, which is described in detail with reference to fig. 1b below for each step in fig. 1 a.

And S110, logging in the online banking system when receiving the online banking login sub-command.

Before logging in the online banking system, the U shield needs to be determined to be in a starting state, and an online banking login interface is opened. The RPA robot can obtain a user name and a corresponding login password, and input the user name and the login password into a login dialog box of the online bank login interface. During the login process, if the verification code is detected to exist, the Optical Character Recognition (OCR) technology can be adopted to recognize the verification code, and the recognition result is input into the verification code filling part of the login dialog box.

Illustratively, when receiving the online bank login sub-command, if the login is successful, a login success status code may be returned; if the login fails, the login failure reason is identified, such as a Personal Identification Number (PIN) error, a login password error or a verification code error, and an error reason status code is returned for the engineer to modify.

And S120, if the financial information inquiry subcommand is received, inquiring according to the received inquiry content, and displaying an inquiry result.

The financial information inquiry command comprises a balance inquiry subcommand, a running water inquiry subcommand, a receipt inquiry subcommand and the like. The query content corresponds to the query subcommand, for example, if the query subcommand is a pipelined query subcommand, the query content includes a start date, an end date and a query account number of the query; and if the inquiry subcommand is the balance inquiry subcommand, the inquiry content is the inquiry account number and the balance. The query content can be manually input by a developer, or can be automatically acquired from a database through an RPA robot.

Specifically, if the flow query subcommand is received, the received query date and the query account are used as parameters, and a flow query function is called to obtain a query result.

Illustratively, in the financial information inquiry process, if the inquiry is successful, an inquiry success status code is returned, and inquiry results, such as running number, balance information and the like, are returned. Wherein, the number of the running lines can be displayed in a table form. If the query fails, judging whether the financial pipelining information does not exist; if no financial pipelining information exists, a no-pipelining status code is returned.

S130, if a download sub-command of the query result is received, storing the query result according to a specified path.

Wherein, the download subcommand corresponds to the query subcommand, that is, if the query subcommand is a balance query subcommand, the corresponding download subcommand is a balance information download subcommand; if the query subcommand is a stream query subcommand, the corresponding download subcommand is a stream download subcommand; and if the query sub-command is a receipt query sub-command, the corresponding download sub-command is a receipt download sub-command.

Illustratively, the query results may be stored in office software, such as EXCEL files. In the storing process, the file path and the file name may be stored as parameters. After the storage is successful, the download success status code, and the character string after the file path and the file name are spliced can be returned.

Specifically, as shown in fig. 1b, taking login, query flow and download flow as examples, after the flow is successfully queried and the download is successfully completed, detecting whether there is a sub-account, if there is a sub-account, continuing to use the sub-account as query content and triggering a query sub-command, specifically, taking the received query date and the sub-account as parameters, and calling a flow query function to perform the flow query of the sub-account. And after the inquiry is successful, continuously triggering the downloading subcommand.

For example, as shown in fig. 1b, if there is no sub-account, the queried flow is integrated, and the specific integration manner may be: and identifying key fields to be extracted based on a template provided by a user, extracting the flow content corresponding to the key fields from the inquired flow information, and displaying the extracted flow content and the corresponding key fields according to corresponding positions in the template.

In addition, in the process of flow integration, if it is detected that there is an abnormality, for example, a template provided by a user is not obtained, or flow integration operation cannot be completed due to network failure or other reasons, it is determined whether retry operation is required, if a retry instruction is received, a data initialization command is triggered, and after the initialization is completed, a login sub-command is triggered to perform login operation. But if no retry instruction is received, it indicates that the flow is finished. In addition, when performing the pipeline integration, if no abnormality is detected, the integrated pipeline is uploaded to an FTP (File Transfer Protocol) server so that the plurality of computers can share the integrated pipeline File.

In this embodiment, if the receipt download sub-command is received, the sub-account number may also be detected after the receipt download is successful, and if the sub-account number does not exist, a receipt integration operation may be performed, that is, information required by the user is extracted from the downloaded receipt information according to a template provided by the user, where a specific integration manner is similar to a running integration manner, and is not described here again.

In this embodiment, different business steps of the financial information processing are decomposed into a login sub-command, an inquiry sub-command and a download sub-command. For different banks, a corresponding bank command library can be established, and the login sub-command, the query sub-command and the download sub-command are packaged into the command library corresponding to the bank. For the same service, different engineers do not need to design the flow according to own thinking in the process of completing the project, and only need to build the flow by using the commands in the command library, so that a large amount of repetitive work is avoided, and the reusability and the expansibility of the flow are improved. The embodiment is arranged in this way, and great convenience is provided for subsequent operation and maintenance of projects. Specifically, fig. 1c is a schematic diagram of a command library corresponding to a construction bank according to an embodiment of the present invention. As shown in fig. 1c, the command library corresponding to the construction bank is packaged with a U shield login subcommand, an inquiry pipelining subcommand, an inquiry balance subcommand, a download pipelining subcommand, an inquiry receipt subcommand, a download receipt subcommand, and the like. The specific creation manner of the command library will be specifically described by the following embodiments.

According to the technical scheme provided by the embodiment, different business steps of financial information processing are divided into the login sub-command, the inquiry sub-command and the download sub-command, so that repeated work in the same business operation process is avoided, and the reusability and the expansibility of the process are improved.

Example two

Fig. 2a is a flowchart illustrating a command library creating method of a process generating end combining an RPA and an AI according to a second embodiment of the present invention. The method may comprise the steps of:

s210: and acquiring the characteristic information of the command library and the editing content information corresponding to the command library to be created.

Wherein editing the content information comprises: the robot processes the main content information of the component, i.e. the command library, required to automate the corresponding process.

The method for creating the command library of the flow generating terminal combining the RPA and the AI, provided by the embodiment of the invention, can be applied to any electronic equipment with computing capability. The functional software for implementing the command library creating method for the RPA flow generating end may exist in the form of separate client software, or may exist in the form of a plug-in of existing client software, which is all possible.

In this step, after the electronic device obtains the creation trigger instruction of the command library, the electronic device may obtain the feature information of the command library and the editing content information corresponding to the command library to be created. The characteristic information and the editing content information of the command library to be created may be information manually input by a command library creator or information sent by other electronic devices. The command library to be created may refer to a command library to be created, for example, command libraries corresponding to different banks.

The command library characteristic information may refer to information about characteristics of the command library, such as main file name information of the corresponding command library, command name information of the included command, and attribute information of a parameter corresponding to the included command. The main file name information may be set according to a main function of a command included in the command library, so as to facilitate use of the command library in a subsequent creation process. In the processing item of financial information, the bank name may be used as the main file name of the bank command library.

The programming language corresponding to the command library may be a BotScript language of UiBot, and each component required in the command library may be written in a Function subroutine of the BotScript language to obtain each command that is reusable in the process of creating the flow. In this case, a command library may include one or more Function subroutines including components required by the robot to process automation, i.e. commands, for example, a U shield login subcommand, an inquiry flow subcommand, an inquiry balance subcommand, a download flow subcommand, an inquiry receipt subcommand, and a download receipt subcommand, which are encapsulated in the command library of the construction bank as shown in fig. 1 c. In the process of editing the command library, a command name and corresponding parameter attributes may be defined for each Function subroutine, that is, command name information of a command and attribute information of a corresponding parameter included in command library feature information corresponding to a command library to be created, which is obtained by the electronic device. Further, specific component content is edited for each Function subroutine.

In one case, the electronic device may present an interface, i.e., a command library editing interface mentioned later, through which the feature information of the command library corresponding to the command library to be created and the editing content information can be input, and accordingly, the command library creator inputs the feature information of the command library corresponding to the command library to be created and the editing content information in an information input area of the command library editing interface. As shown in fig. 2b, it is a schematic diagram showing an information input area of a command library editing interface, where the location of "command name" in fig. 2b is: the position of the command name information of the corresponding Function subprogram is input, and the position of the attribute is: inputting attribute information of parameters corresponding to the corresponding Function subprogram, wherein the position between the line of the Function command name (attribute) and the line of the End Function is as follows: the input Function subroutine edits the location of the specific component content.

S220: after receiving an issuing library instruction for the command library to be created, outputting a configuration information configuration interface corresponding to the command library to be created so that a creator can configure configuration information corresponding to the command library to be created.

In this step, after receiving the library issuing instruction for the command library to be created, the electronic device may determine that the relevant content of the command library to be created has been completed, and the electronic device may output a configuration information configuration interface corresponding to the command library to be created, so that a creator may configure the configuration information corresponding to the command library to be created.

In one implementation, the issue library instruction for the command library to be created may be: and the command library creating personnel determines the command library characteristic information corresponding to the command library to be created and the instruction triggered after the editing of the editing content information is completed. In one case, the command library editing interface may further include: a toolbar display area, configured to display a corresponding toolbar, as shown in fig. 2c, which is an exemplary diagram of the toolbar display area of the command library editing interface. After determining that the command library characteristic information and the editing content information corresponding to the command library to be created are edited, the command library creator may click an "issue library" button in the toolbar displayed in the toolbar display area to trigger an issue library instruction for the command library to be created, and after receiving the issue library instruction for the command library to be created, the electronic device outputs a configuration information configuration interface corresponding to the command library to be created.

The configuration information configuration interface corresponding to the command library to be created may display configuration information generated according to the relevant information of the command library to be created, or may display an input area where a creator of the command library enters corresponding configuration information. In one case, in a case that the configuration information configuration interface corresponding to the command library to be created shows the configuration information generated according to the relevant information of the command library to be created, the creator of the command library to be created may also modify the generated configuration information. In one case, the configuration information corresponding to the command library to be created may include issue information and command configuration information, and the issue information may include, but is not limited to: and configuring information such as a saving path, a main file name and a version of the command library to be created. The command configuration information may include, but is not limited to: the related information of the command in the command library is configured to help the user of the command library to know the usage rule better.

S230: and after receiving an instruction indicating that the configuration information corresponding to the command library to be created is configured, generating the command library to be created based on the command library characteristic information, the editing content information and the configuration information.

In this step, after the command library creator determines that the configuration of the configuration information corresponding to the command library to be created is completed, an instruction indicating that the configuration of the configuration information corresponding to the command library to be created is completed may be triggered, and after the electronic device receives the instruction indicating that the configuration of the configuration information corresponding to the command library to be created is completed, the command library to be created is generated based on the command library characteristic information, the editing content information, and the configuration information.

In one case, the configuration information configuration interface includes a function button for triggering an instruction indicating that configuration of configuration information corresponding to the command library to be created is completed, and the command library creator triggers the instruction indicating that configuration of configuration information corresponding to the command library to be created is completed by clicking the function button.

In one case, the process of generating the command library to be created based on the command library characteristic information, the editing content information, and the configuration information may be: and encapsulating the command library characteristic information, the editing content information and the configuration information into a compressed packet and storing the compressed packet. The characteristic information and the editing content information of the command library can be used as a programming file of the corresponding command library to be created, and the configuration information can be used as a command configuration file of the corresponding command library to be created.

In one implementation, the electronic device may generate an icon for the command library to be created, as shown in fig. 2d, where the icon includes a preset graphic, main file name information of the command library to be created, and a file format corresponding to the command library to be created, for example, a compressed file format. The main file name information is generated by the electronic equipment based on the characteristic information of the command library, and can also be configured manually.

Specifically, according to the technical scheme provided by this embodiment, corresponding bank command libraries may be created for different banks. The sub-commands contained in the bank command library comprise: the method comprises a U shield login subcommand, an inquiry streamline subcommand, an inquiry balance subcommand, a download streamline subcommand, an inquiry receipt subcommand, a download receipt subcommand, an initialization subcommand and the like. The method has the advantages that during the same or similar financial business processing process, the research and development personnel do not need to redesign the flow and recode, and directly call the components in the command library to be created, so that the workload of the research and development personnel is reduced, and the implementation efficiency of the financial business project is improved.

Specifically, according to the technical solution provided in this embodiment, an AI command library may be created. Wherein, the commands contained in the AI command library include: the command system comprises an OCR command and an NLP (Natural Language Processing) command, wherein the NLP command may include word segmentation, part-of-speech tagging subcommands, entity extraction subcommands, and the like. The configuration of the embodiment can reduce the workload of subsequently developing the code of the AI function, thereby accelerating the development efficiency of the RPA and the AI process.

By applying the embodiment of the invention, the command library characteristic information and the editing content information corresponding to the command library to be created can be obtained, the configuration information corresponding to the command library to be created can be obtained, and further, the command library to be created containing the reusable components of the process corresponding to the robot processing automation is generated based on the command library characteristic information, the editing content information and the configuration information, so that the command library to be created is created, and the components in the command library to be created can be directly called in the subsequent process corresponding to the robot process automation, so that the subsequent process corresponding to the robot process automation is simplified, and the creation efficiency is improved.

It is understood that, in order to ensure the data security and stability of the creation process of the command library, the import of the command library may be temporarily prohibited during the creation process of the command library.

If the issued command library refers to the external extension command, the file corresponding to the referred external extension command is not packaged into the command library, and in the process of creating the process corresponding to the robot processing automation, if the command library referring to the external extension command needs to be used, the file corresponding to the corresponding external extension command needs to be installed.

EXAMPLE III

Fig. 2e is a schematic flowchart of a command library creating method of a flow generating end combining an RPA and an AI according to a third embodiment of the present invention. On the basis of the foregoing embodiment, before the step "obtaining the command library characteristic information and the editing content information corresponding to the command library to be created", a step "displaying a command library editing interface after receiving a command library creation instruction" is added in this embodiment, as shown in fig. 2e, the method provided by this embodiment includes:

and S300, after receiving the command library creating instruction, displaying a command library editing interface.

Illustratively, the step of displaying a command library editing interface may include:

acquiring a file storage name and storage address information corresponding to a command library to be created;

after receiving a display instruction indicating entry into the command library editing interface, displaying the command library editing interface.

In this implementation manner, after the command library creating person triggers the command library creating instruction, the command library creating person may continue to input the file storage name and the storage address information corresponding to the command library to be created, the electronic device obtains the file storage name and the storage address information corresponding to the command library to be created, and may create a file corresponding to the file storage name in a directory corresponding to the storage address information to store the command library to be created. Subsequently, the command library creator may trigger an instruction entering command library editing interface display instruction, and the electronic device displays the command library editing interface after obtaining the instruction entering command library editing interface display instruction.

For example, the electronic device may expose a command library creation interface including a trigger button of a command library creation instruction, as shown in fig. 2f, and the command library creator may trigger the command library creation instruction by selecting the trigger button of the command library creation instruction, as shown in fig. 2f, corresponding to the "command library" trigger button. The command library creation interface may further include an input area for a file storage name of the command library to be created, an input area corresponding to "name" as shown in fig. 2f, and an input area for storing address information, an input area corresponding to "location" as shown in fig. 2 f. After the command library creating personnel inputs the file storage name and the storage address information corresponding to the command library to be created in the corresponding area, the command library creating personnel can click the determining button to trigger a display instruction for indicating to enter a command library editing interface, and correspondingly, the electronic equipment displays the command library editing interface.

Illustratively, the command library editing interface comprises a visual editing mode and a source code editing mode, wherein the visual editing mode comprises translation information of a command library editing language so as to facilitate command library creation personnel to create a command library. In order to improve the user experience, for a command library creator unfamiliar with the command library editing language, the creator can create the command library by using a visual editing mode, so that the command library can be created more clearly and conveniently by the translation information of the command library editing language included in the visual editing mode.

For example, for a command library creator familiar with a command library editing language, the creator may select a source code editing mode according to his own habit, and directly edit a related program of the command library, that is, edit the feature information and the editing content information of the command library to be created through the BotScript language, so as to create the command library.

The embodiment provides different editing modes to provide different services for command library creators familiar with the editing language of the command library and command library creators unfamiliar with the editing language of the command library, thereby improving the use experience of the command library creators.

S310, obtaining the characteristic information of the command library and the editing content information corresponding to the command library to be created, which are input in the command library editing interface.

In this implementation manner, the command library creating person may trigger the command library creating instruction when there is a demand for creating the command library, the electronic device may display the command library editing interface after receiving the command library creating instruction, and subsequently, the command library creating person may input the command library characteristic information and the editing content information corresponding to the command library to be created on the command library editing interface, and accordingly, the electronic device obtains the command library characteristic information and the editing content information corresponding to the command library to be created, which are input on the command library editing interface.

In one case, when the functional software for implementing the method for creating a command library for an RPA flow generating end provided in the embodiment of the present invention is a plug-in of existing client software, the existing client software may be UiBot software. And triggering a task of newly building a programming project of a command library on a main interface of the UiBot software, so that the electronic equipment receives a command library building instruction, and performing a subsequent new building process of the programming project of the command library, namely a command library building process for an RPA process generating end.

And S320, after receiving a library issuing instruction aiming at the command library to be created, outputting a configuration information configuration interface corresponding to the command library to be created so as to enable a creator to configure the configuration information corresponding to the command library to be created.

The configuration information configuration interface comprises initial configuration information generated based on command library characteristic information and/or file storage names and storage address information corresponding to a command library to be created, wherein the initial configuration information comprises: the export path information corresponding to the command library to be created is generated based on the file storage name corresponding to the command library to be created and the storage address information; based on the characteristic information of the command library, generating main file name information of the command library to be created, command name information of commands contained in the command library to be created, attribute information of parameters corresponding to the command name information and visual translation information, wherein the commands contained in the command library to be created comprise: one or more robots process components required to automate a corresponding process.

In this implementation manner, after receiving the issue library instruction for the command library to be created, the electronic device may first generate export path information corresponding to the command library to be created, that is, storage path information corresponding to the command library to be created, based on the file storage name and the storage address information corresponding to the command library to be created, so that in the subsequent process creation process, when a process creator needs to use the command library, the electronic device may determine the command library at a position corresponding to the export path information and provide the command library for the process creator to use. And based on the characteristic information of the command library, generating main file name information of the command library to be created, command name information of commands contained in the command library to be created, attribute information of corresponding parameters of the commands and visual translation information to obtain initial configuration information of the command library to be created. In one case, the library of commands to be created is a library written in the BotScript language that includes one or more Function subroutines, wherein each Function subroutine includes one or more components required for robotic process automation of a corresponding process. Correspondingly, the command name information of the command contained in the command library to be created is as follows: the command name information of the Function subprogram included in the command library to be created may also be referred to as a Function name of the Function subprogram, and the attribute information of the parameter corresponding to the command included in the command library to be created is the attribute information of the parameter corresponding to the Function subprogram. The visual translation information corresponding to the command contained in the command library to be created is as follows: the command name information of the command and the attribute information of the corresponding parameter are determined.

As shown in fig. 2g, a schematic illustration of the configuration information configuration interface is shown, wherein as shown in fig. 2g, the configuration information configuration interface includes: issue information about a command library to be created and command configuration information.

The release information includes export path information of the command library to be created, main file name information and version number information, and the export path information is as shown in fig. 2 g: the information composed of the storage location information and the file storage name shown in fig. 2d, the main file name information is "four arithmetic operations", and the version number information is 1.0.2. The command library to be created comprises a command corresponding to addition, subtraction, multiplication and division of four arithmetic operations.

Specifically, in the case of a bank command library, the main file name information may be a bank name, such as "construction bank", "industrial and commercial bank", and the like. The bank command library comprises a login sub-command, a sub-command corresponding to balance inquiry, a sub-command corresponding to running water downloading, a sub-command corresponding to receipt inquiry, a sub-command corresponding to receipt downloading and the like in the process of bank business processing.

The command configuration information includes: the command library to be created includes command name information, instruction information, visual translation information, and output location information of the command, and parameter attribute information, i.e., information corresponding to the "attribute" shown in fig. 2 g. The parameter attribute information includes attribute name information, default values and use descriptions, as shown in fig. 2g, the attribute name in the attribute information of the parameter corresponding to the command corresponding to the addition included in the command library to be created is an addend, and the default values and the use descriptions thereof can be filled in by a creator of the command library to be created, or can be omitted. In addition, if the command library to be created is a command library for building a bank, the attribute names in the attribute information of the parameter of the flow query subcommand contained in the command library are an account number, a start date and an end date. The default values for the various parameter attributes may be filled in by the command library creator, or default. The instruction information and the output position information of the command included in the command library to be created can be filled in by the creator of the command library to be created, or can be omitted. The instruction information of the command and the instruction information of the parameter corresponding to the command, which are included in the command library to be created, can help a user using the command library to be created to know the usage rule of the command library to be created.

S330, after receiving an instruction indicating that the configuration of the configuration information corresponding to the command library to be created is completed, generating the command library to be created based on the characteristic information of the command library, the editing content information and the configuration information.

On the basis of the above embodiment, the embodiment can provide convenience for the command library creator by providing the command library editing interface, thereby realizing human-computer interaction and improving the use experience of the command library creator. By providing different editing modes, different services are provided for a command library creator familiar with the editing language of the command library and a command library creator unfamiliar with the editing language of the command library, and the use experience of the command library creator is improved.

Example four

Fig. 3 is a schematic diagram of a command library creating method of a flow generating end preferably combining an RPA and an AI according to a fourth embodiment of the present invention, where in this embodiment, an operation of modifying initial configuration information in a configuration information configuration interface is added on the basis of the foregoing embodiment, and as shown in fig. 3, the method provided in this embodiment includes:

s400, obtaining the file storage name and the storage address information corresponding to the command library to be created.

And S410, after receiving a display instruction for indicating to enter the command library editing interface, displaying the command library editing interface.

And S420, acquiring the characteristic information of the command library and the editing content information corresponding to the command library to be created, which are input in the command library editing interface.

Wherein the editing content information includes: the robot processes the components needed to automate the corresponding process.

And S430, after receiving a library issuing instruction for the command library to be created, outputting a configuration information configuration interface corresponding to the command library to be created, so that a creator can configure configuration information corresponding to the command library to be created.

S440, receiving a modification instruction for modifying the initial configuration information in the configuration information configuration interface.

The modification instruction comprises a configuration information identifier to be modified and modification content information corresponding to the configuration information identifier;

s450, based on the configuration information identification and the corresponding modified content information, modifying the current content information of the initial configuration information corresponding to the configuration information identification.

The configuration information identifier to be modified may include export path information, main file name information, version number information, command name information of a command included in the command library to be created, attribute information of a parameter corresponding to the command name information, and visual translation information of the command library to be created. For example, if the configuration information identifier to be modified is the main file name information and the modified content information corresponding to the configuration information identifier to be modified is "operation", the electronic device modifies the current content information "four arithmetic operations" of the main file name information to "operation" accordingly.

And S460, after receiving an instruction indicating that the configuration of the configuration information corresponding to the command library to be created is completed, generating the command library to be created based on the characteristic information, the editing content information and the configuration information of the command library.

It can be understood that the command library is created to simplify the creation process of the corresponding process of the robot process automation and improve the creation efficiency. In the embodiment of the invention, after the command library is created, a process of importing and referring to the commands in the command library in the process of creating the corresponding flow of the robot processing automation is also provided. The editing mode of the flow corresponding to the robot processing automation can include a visual editing mode and a source code editing mode, the visual editing mode of the flow includes translation information of a flow editing language, and a flow creator can create the flow conveniently, wherein the flow editing language is the same as a command library editing language.

On the basis of the above embodiment, the embodiment can enable a command library creator to set configuration information that can reflect characteristics of a command library more by providing a modification function of initial configuration information, so that it is more convenient to call the command library.

EXAMPLE five

Fig. 4a is a schematic diagram of a fifth preferred method for creating a command library at a flow generating end in combination with an RPA and an AI according to an embodiment of the present invention, where, in addition to the above embodiment, operations of a process of importing and referring to a command in the command library in a process of creating a corresponding flow for robot process automation after the command library is created are added, and as shown in fig. 4a, the method according to the embodiment includes:

and S510, obtaining the characteristic information of the command library corresponding to the command library to be created and editing content information.

S520, after receiving a library issuing instruction aiming at the command library to be created, outputting a configuration information configuration interface corresponding to the command library to be created so that a creator can configure configuration information corresponding to the command library to be created.

S530, after receiving an instruction indicating that the configuration of the configuration information corresponding to the command library to be created is completed, generating the command library to be created based on the characteristic information of the command library, the editing content information and the configuration information.

And S540, in the process of creating the corresponding flow of the robot processing automation, if a flow block editing instruction is received, outputting a flow block editing interface.

And S550, binding the command library to be imported corresponding to the preset command library import operation and the currently created process based on the preset command library import operation triggered on the process block editing interface.

And S560, when receiving the selection operation aiming at the command library to be imported, which is triggered on the flow block editing interface, adding the command in the command library to be imported, which corresponds to the selection operation, to the specified position of the currently created flow.

Correspondingly, in the process of establishing the corresponding flow for the robot processing automation, if the electronic equipment receives a flow block editing instruction, a flow block editing interface is output; and based on the preset command library importing operation triggered on the flow block editing interface, binding a command library to be imported corresponding to the preset command library importing operation with the currently created flow, namely importing the command library to be imported into the currently created flow, and further adding a command in the command library to be imported, which corresponds to the selected operation, to a specified position of the currently created flow when receiving the selected operation aiming at the command library to be imported triggered on the flow block editing interface.

In one case, the preset command library importing operation may include: triggering the operation of a command center menu in the flow block editing interface so as to enter a command center display interface; and then triggering the operation of a user-defined command menu in a command center display interface, triggering the operation of a user-defined library command menu in the command center display interface, and triggering an import command library button to bind a command library to be imported corresponding to preset command library import operation and a currently created flow, namely importing the command library to be imported into the currently created flow.

As shown in fig. 4b, which is a schematic view of a local area of the block editing interface, a command panel is displayed on the left side of the block editing interface, where the content marked by a rectangular frame in the command panel is a command center menu in the block editing interface. Fig. 4c is a schematic diagram of a command center display interface when no command library is imported, in which the left side of the command center display interface includes various command-related operation menus, and the right side shows what is shown when no command library is imported. As shown in fig. 4d, the schematic diagram of the command center display interface after the command library is imported, where the left side of the command center display interface includes various command-related operation menus, and the right side of the command center display interface is the content displayed when the command library is imported, and as shown in fig. 4d, the imported command library is a command library to be imported whose main file name information is "four arithmetic operations".

After the command library to be imported is imported into the currently created flow, the electronic equipment returns to display a flow block editing interface, the flow block editing interface displays a menu of the command library to be imported, and a flow creator can trigger the selection operation aiming at the command library to be imported through the menu of the command library to be imported. Correspondingly, the electronic equipment adds the command to be imported into the command library corresponding to the selected operation to the specified position of the currently created flow.

As shown in fig. 4e, corresponding to the schematic view of the local area of the flow block editing interface shown in fig. 4b, a command panel shown on the left side of the flow block editing interface is additionally shown with an extended command menu, and a command library menu to be imported is shown under the extended command menu, as shown in fig. 4e, a "four-operation" menu is shown under the extended command menu, and a menu of each command included in the command library to be imported, in which the main file name information of the command library is "four-operation", is shown under the "four-operation" menu. Correspondingly, after the command library to be imported is imported, under the condition that a process creation worker uses a command in the command library to be imported in the currently created process, the process creation worker can click an extended command menu of a command panel of a process block editing interface, expand a menu under the extended command menu, further click a menu of the command library to be imported under the extended command menu, and expand a menu under the command library to be imported, namely, a menu of the command contained in the command library to be imported; and double-clicking a command menu to be used in a menu of commands contained in the command library to be imported, or dragging the command menu to be used in the menu of the commands contained in the command library to be imported to a specified area of the flow block editing interface, namely triggering the selected operation aiming at the command library to be imported. After receiving the selection operation, the electronic device adds a command to be imported into the command library, which corresponds to the selection operation, to a specified position of the currently created flow. As shown in fig. 4e, the designated area may be a right area of the block editing interface, i.e., an assembly area of the flow.

Specifically, if the flowchart is a flow for querying a construction bank account, a query flow subcommand may be selected from a created construction bank command library, and added to a specified position of the created flow according to the command import manner provided above.

Specifically, if the flow chart is to identify the content in the picture, the user may select an OCR command from the created AI command library and add it to the specified position of the created flow in the manner of command import provided above.

In one implementation, if a flow creation person needs to Delete a command added to a command library to be imported at a specified position of a currently created flow, the person may select the command in the command library to be imported that needs to be deleted, and click to Delete, for example, click on a "Delete" key to Delete. Further, in a case of editing a corresponding flow of robot processing automation in a source code editing manner, after the command library to be created is generated, the method provided in this embodiment may further include:

in the process of creating a flow corresponding to the robot processing automation, inputting command information corresponding to a command to be imported at a specified position of the currently created flow to call the command to be imported, wherein the command information corresponding to the command to be imported comprises: the method comprises the steps of obtaining main file name information of a command library where a command to be imported is located, obtaining command name information of the command to be imported and attribute information of parameters corresponding to the command to be imported.

On the basis of the above embodiment, in the process of creating the flow corresponding to the robot processing automation, the creation flow of the flow corresponding to the robot processing automation is simplified and the creation efficiency is improved by the operation of the process of importing the commands in the command library. In addition, by providing the calling function and the calling mode of the command library, the establishment of the flow corresponding to the robot processing automation is facilitated, and the establishment efficiency of the flow corresponding to the robot processing automation is further improved.

EXAMPLE six

Fig. 5 is a block diagram of a financial information processing apparatus based on RPA and AI according to a sixth embodiment of the present invention, as shown in fig. 5, the apparatus includes:

a login module 610 configured to log in to the online banking system when receiving the online banking login sub-command;

a query module 620 configured to query according to the received query content and display a query result if the financial information query subcommand is received; the financial information inquiry command is a balance inquiry subcommand, a running water inquiry subcommand or a receipt inquiry subcommand;

a downloading module 630, configured to store the query result according to a specified path if a downloading subcommand of the query result is received;

Optionally, the apparatus further comprises:

and if the flow inquiry subcommand is received, calling a flow inquiry function by taking the received inquiry date and the received inquiry account number as parameters to obtain an inquiry result.

Optionally, the apparatus further comprises:

The financial information processing device based on the RPA and the AI provided by the embodiment of the invention can execute the financial information processing method based on the RPA and the AI provided by any embodiment of the invention, and has corresponding functional modules and beneficial effects of the execution method. Technical details that are not described in detail in the above embodiments may be referred to the RPA and AI based financial information processing method provided in any embodiment of the present invention.

EXAMPLE seven

Referring to fig. 6, fig. 6 is a schematic structural diagram of a computing device according to a seventh embodiment of the present invention. As shown in fig. 6, the computing device may include:

a memory 701 in which executable program code is stored;

a processor 702 coupled to the memory 701;

the processor 702 calls the executable program code stored in the memory 701 to execute the RPA and AI-based financial information processing provided by any embodiment of the present invention.

The embodiment of the invention discloses a computer-readable storage medium which stores a computer program, wherein the computer program enables a computer to execute financial information processing based on RPA and AI provided by any embodiment of the invention.

In various embodiments of the present invention, it should be understood that the sequence numbers of the above-mentioned processes do not imply an inevitable order of execution, and the execution order of the processes should be determined by their functions and inherent logic, and should not constitute any limitation on the implementation process of the embodiments of the present invention.

In the embodiments provided herein, it should be understood that "B corresponding to A" means that B is associated with A from which B can be determined. It should also be understood, however, that determining B from a does not mean determining B from a alone, but may also be determined from a and/or other information.

In addition, functional units in the embodiments of the present invention 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 units, if implemented as software functional units and sold or used as a stand-alone product, may be stored in a computer accessible memory. Based on such understanding, the technical solution of the present invention, which is a part of or contributes to the prior art in essence, or all or part of the technical solution, can be embodied in the form of a software product, which is stored in a memory and includes several requests for causing a computer device (which may be a personal computer, a server, a network device, or the like, and may specifically be a processor in the computer device) to execute part or all of the steps of the above-described method of each embodiment of the present invention.

It will be understood by those skilled in the art that all or part of the steps in the methods of the embodiments described above may be implemented by hardware instructions of a program, and the program may be stored in a computer-readable storage medium, where the storage medium includes Read-Only Memory (ROM), Random Access Memory (RAM), Programmable Read-Only Memory (PROM), Erasable Programmable Read-Only Memory (EPROM), One-time Programmable Read-Only Memory (OTPROM), Electrically Erasable Programmable Read-Only Memory (EEPROM), Compact Disc Read-Only Memory (CD-ROM), or other Memory, such as a magnetic disk, or a combination thereof, A tape memory, or any other medium readable by a computer that can be used to carry or store data.

Those of ordinary skill in the art will understand that: the figures are merely schematic representations of one embodiment, and the blocks or flow diagrams in the figures are not necessarily required to practice the present invention.

Those of ordinary skill in the art will understand that: modules in the devices in the embodiments may be distributed in the devices in the embodiments according to the description of the embodiments, or may be located in one or more devices different from the embodiments with corresponding changes. The modules of the above embodiments may be combined into one module, or further split into multiple sub-modules.

Finally, it should be noted that: the above examples are only intended to illustrate the technical solution of the present invention, but not to limit it; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; and such modifications or substitutions do not depart from the spirit and scope of the corresponding technical solutions of the embodiments of the present invention.

Claims

1. A financial information processing method based on RPA and AI is characterized by comprising the following steps:

2. The method according to claim 1, wherein before the S1, the method further comprises:

3. The method of claim 2, further comprising:

4. The method of claim 3, further comprising:

5. The method according to claim 1, wherein the query subcommand is a pipelined query subcommand, and accordingly, the S2 specifically includes:

6. The method of claim 5, further comprising:

7. An apparatus for processing financial information based on RPA and AI, comprising:

8. The apparatus of claim 7, further comprising:

9. A computing device, comprising:

a memory storing executable program code;

a processor coupled with the memory;

the processor calls the executable program code stored in the memory to execute the RPA and AI based financial information processing method according to any one of claims 1 to 6.

10. A computer-readable storage medium on which a computer program is stored, the program, when executed by a processor, implementing the RPA and AI-based financial information processing method according to any one of claims 1 to 6.