CN115658688A - A Method of Automatic Summary of Workflow Data Based on Task Decomposition - Google Patents

Abstract

The invention relates to the technical field of office automation, in particular to a method for automatically summarizing workflow data based on task decomposition, comprising the following steps: creating a task form template, and setting summary conversion rules; selecting the task form template to create a task form, and sending the task form To the operator; receive the operation information of the operator and record it in the task form to form workflow data; clean the workflow data; convert the workflow data into a summary format according to the preset summary conversion rules to complete the workflow data summary. The beneficial technical effects of the present invention include: by creating task form templates, adapting to different business types, task form templates and creating task forms for task decomposition, operated by different personnel, adapting to multi-position collaborative business, and improving the coverage of task forms Business scope, to realize the collection and aggregation of more business data.

Description

A method for automatic summary of workflow data based on task decomposition

technical field

The invention relates to the technical field of office automation, in particular to a method for automatically summarizing workflow data based on task decomposition.

Background technique

Office automation refers to a comprehensive information system composed of computer technology, modern office equipment and communication technology, and system engineering methods in order to improve the quality and efficiency of office work and improve the office environment and conditions. For example: financial accounting, statistics, planning, procurement, sales and documents and other information. Office affairs can be roughly divided into two categories, one is relatively stereotyped business with digital information as the main body, accounting for about one-third of all office affairs; the other is non-stereotyped business with text information as the main body, Accounting for about two-thirds of all office affairs, the automation of the former type of affairs has reached a relatively mature stage through centralized processing by electronic computers. The most important issue to be solved in the current office automation is the automation of the latter type of affairs. Since this type of transaction has many patterns, low repetition, and requires a large amount of text and form processing, it is difficult to achieve uniform automation. Office automation can not only improve office efficiency, but also effectively centralize a large amount of business data generated in the office process. With data-driven increasingly playing an important role, it is increasingly important and urgent to improve the coverage of office automation, especially to realize the collection and summary of business data reports. Therefore, it is necessary to study the collection and aggregation technology of work data that can cover more business processes.

For example, Chinese patent CN113486066A, published on October 8, 2021, discloses a method and terminal for grading and summarizing reports, which pre-sets the SQL expression of the grading and summarizing reports and the combination of multiple dimensions that need to be displayed; receives report query requests, After substituting the query conditions of the query request into the expression, the first-level summary statement is obtained, and the hash value of the first-level summary statement is calculated, and the first-level summary statement and the hash value can be corresponded one by one; the hash value has a temporary memory corresponding to it Table, select the summary dimension combination required for secondary summary from multiple dimension combinations, and can perform secondary summary according to the memory temporary table and summary dimension combination. Compared with the hierarchical summary method that requires memory aggregation in the prior art, its The secondary summary adopted in the technical solution can be queried directly from the temporary memory table according to SQL semantics, which can be used for multiple times in one analysis, reducing the database load and improving query efficiency, and the temporary memory table can be used multiple times, which improves the reporting efficiency. Readability and maintainability when summarizing. However, it cannot solve the problems of low coverage of current data reports and lack of data cleaning and merging.

Contents of the invention

Technical problem to be solved by the present invention: At present, there is no technical problem of effectively collecting and summarizing workflow data solutions. A workflow data automatic summary method based on task decomposition is proposed, which can cover more business data collection and summary with the help of task decomposition.

To solve the above technical problems, the present invention adopts the following technical solutions: a method for automatically summarizing workflow data based on task decomposition, comprising the following steps:

Create task form templates and set summary conversion rules;

Select a task form template to create a task form, and send the task form to the operator;

Receive the operator's operation information and record it in the task form to form workflow data;

Clean workflow data;

Convert the workflow data into a summary format according to the preset summary conversion rules to complete the summary of the workflow data.

As a preference, the method of setting summary conversion rules is:

Set several summary values, and associate the fields contained in the task form template with summary values;

Establish the conversion relationship between form template fields and summary values;

The set of all conversion relations corresponding to each summary value is used as a summary conversion rule.

Preferably, after the conversion relationship between form template fields and summary values is established, metadata is registered on the task form template, and the metadata is consistent with the conversion relationship between form template fields and summary values.

Preferably, when receiving the operation information from the operator, the data is checked, and if the check is passed, the operation information is recorded in the task form; if the check fails, the operation information is returned and the operator is prompted to submit the operation information again.

Preferably, the methods for checking the data include:

Preset the value range of each field in the task form template;

If the value of the field contained in the received operation information does not match the value range, it is determined that the check fails; otherwise, it is determined that the check is passed.

Preferably, the methods for checking the data include:

Preset value rules for each field in the task form template;

If the value of the field contained in the received operation information does not conform to the value rule, it is determined that the check fails; otherwise, it is determined that the check is passed.

Preferably, the method for cleaning the workflow data includes deduplication and merging of the workflow data, the deduplication is the workflow data that removes duplicate records, and the merging is summing the workflow data that records the same field .

Preferably, the method for judging repetitive workflow data is as follows: if two workflow data with the same field belong to the same task form and belong to the same operation information, then it is judged as duplicate workflow data; otherwise, it is judged as non-repetitive work stream data.

Preferably, the method for judging the workflow data recording the same field includes: if two workflow data recording the same field do not belong to the same task form and do not belong to the same operation information, then it is determined to record the workflow data of the same field, On the contrary, it is judged as workflow data with different fields.

Preferably, the method for automatically summarizing workflow data further includes:

Use historical workflow data as sample data to establish a fitting function for sample data;

Use the fit function to predict the aggregated value of workflow data for the next cycle.

The beneficial technical effects of the present invention include: by creating task form templates, adapting to different business types, task form templates and creating task forms for task decomposition, operated by different personnel, adapting to multi-position collaborative business, and improving the coverage of task forms The scope of business enables the collection and aggregation of more business data; by cleaning workflow data and converting it into a preset summary format, the readability and data value of summary data are improved.

Other features and advantages of the present invention will be disclosed in detail in the following specific embodiments and drawings.

Description of drawings

Below in conjunction with accompanying drawing, the present invention will be further described:

FIG. 1 is a schematic flowchart of a method for automatically summarizing workflow data according to an embodiment of the present invention.

FIG. 2 is a schematic flowchart of a method for setting summary conversion rules according to an embodiment of the present invention.

Fig. 3 is a schematic flowchart of a method for checking data according to an embodiment of the present invention.

Fig. 4 is a schematic flowchart of an alternative method for checking data according to an embodiment of the present invention.

Fig. 5 is a schematic flowchart of a method for predicting summary values according to an embodiment of the present invention.

Detailed ways

The technical solutions of the embodiments of the present invention will be explained and described below in conjunction with the accompanying drawings of the embodiments of the present invention, but the following embodiments are only preferred embodiments of the present invention, not all of them. Based on the examples in the implementation manners, other examples obtained by those skilled in the art without making creative efforts all belong to the protection scope of the present invention.

In the following description, terms such as "inner", "outer", "upper", "lower", "left", "right" etc. appearing to indicate orientation or positional relationship are only for the convenience of describing the embodiment and simplifying the description, rather than Nothing indicating or implying that a referenced device or element must have a particular orientation, be constructed, and operate in a particular orientation should therefore not be construed as limiting the invention.

Before introducing the technical solution of this embodiment, the background of the use of this embodiment is firstly introduced.

Office automation has penetrated into all aspects of enterprise activities, not only improving the management efficiency of enterprises, but also forming a large amount of business data and management data, forming a data accumulation. With the development of data processing technology, the technology of mining data value from rich data has been significantly improved. For this reason, enterprises have created new demands, that is, to mine data value from a large amount of business data and management data, obtain information on business development dynamic assessment and further improve management efficiency. For this reason, higher requirements are put forward for the collection and summary of enterprise business data and management data.

In actual implementation, enterprises find that their business data and management data have different formats and management is scattered. That is, it is difficult to perform numerical operations quickly, and it is also difficult to save them uniformly. For this reason, this embodiment provides a new method that can effectively deal with complicated business and management, and provides a workflow data generation and circulation method that supports various forms of forms, and also provides a unified format for these workflow data , a solution for numerical summarization and storage location summarization.

A method for automatically summarizing workflow data based on task decomposition, please refer to Figure 1, includes the following steps:

Step A01) Create a task form template and set summary conversion rules;

Step A02) Select a task form template to create a task form, and send the task form to the operator;

Step A03) Receive the operator's operation information and record it in the task form to form workflow data;

Step A04) Cleaning the workflow data;

Step A05) Convert the workflow data into a summary format according to the preset summary conversion rules, and complete the summary of the workflow data.

This embodiment runs on a system provided with an aggregation center, and each business department and management department has its own work system connected to the aggregation center. Step A01) is executed on the aggregation center, and in step A02), the work systems of specific business and management departments communicate with the aggregation center. The administrator or work initiator operates the corresponding work system, selects the corresponding task form template from the task form templates obtained by the summary center, fills in the task information, and generates the task form. Send the task form to the operator who needs to perform the task through the work system. In step A03), the work system receives the operation information of the operator during the task execution process, and records it in the task form, forming workflow data in the work system. Finally, the workflow data is sent to the aggregation center, and the aggregation center performs step A04) to clean the workflow data and save it. And after a large amount of workflow data is collected, periodically or manually triggered, step A05) is performed to summarize the collected workflow data according to the preset aggregation rules. However, in terms of technical realization, the so-called aggregation center and the work systems of various departments can be the same system. That is, business personnel and management personnel also operate their own business and management on the summary center. At this time, the summary center is called the enterprise management system.

The task form template is aimed at a type of business. For example, the task form template of the item procurement business records the purchase task initiator, approver, executor, total amount, purchase item table and execution table, and the purchase item table records the name and type of the purchased item , type number, unit price, quantity, proposed procurement method and purpose. The execution table records the corresponding procurement results and uses. The procurement results include the name, type, unit price, quantity, model, brand, supplier, actual purchase unit price and actual procurement channel of the purchased items. The sum of the product of unit price and quantity of all items constitutes the total amount. When it is necessary to purchase items, the initiator of the procurement task selects the corresponding task form template and creates an item procurement task form. The approver and executor preset several personnel from the task form template, and the initiator can choose according to the actual situation. The task form template automatically matches the corresponding approver and executor according to the initiator's department and position.

The initiator fills in the purchase item form, and the task form template automatically calculates the total amount. The initiator sends the task expression to the operators, and the first operator is the approver. When the approver approves, the operation information is generated, and the approval result and approval time are recorded in the task form as workflow data. If the approval is not passed, the task form will be terminated and invalidated. The initiator needs to re-initiate the item procurement task form. Obsolete task forms will not be included in the final summary. If the approval is passed, the task form will be sent to the executor. The executor fills in the procurement results. Then the item procurement task form will be returned to the initiator, and the initiator will fill in the purpose, which is in text format.

The summary rule set for the task form template of the item procurement business is to summarize the total purchase quantity, total purchase amount, and purpose summary of the type of item according to the type number of the item. The purpose of summarizing is to splice all the text with a preset separator, and the separator is a comma or a semicolon.

Different task form templates can be used to handle different businesses. All businesses have corresponding task form templates and summary conversion rules are set, that is, all businesses can be included in the workflow data summary to realize the collection and processing of workflow data. summary. The accumulation of business data provides a data basis for subsequent data analysis based on business data.

Please refer to Figure 2, the method of setting the summary conversion rule is:

Step B01) Set several summary values, and associate the fields included in the task form template with the summary values;

Step B02) Establish the conversion relationship between form template fields and summary values;

Step B03) A set of all conversion relations corresponding to each summary value is used as a summary conversion rule.

By setting the preset aggregated value, the aggregated value will not be complicated.

After the conversion relationship between form template fields and summary values is established, metadata is registered on the task form template, and the metadata is consistent with the conversion relationship between form template fields and summary values.

When receiving the operation information from the operator, check the data. If the check is passed, the operation information will be recorded in the task form. If the check fails, the operation information will be returned and the operator will be prompted to resubmit the operation information. The conversion of business data can be quickly realized through metadata.

Please refer to accompanying drawing 3, the method of checking data includes:

Step C01) Preset the value range of each field in the task form template;

Step C02) If the value of the field contained in the received operation information does not match the value range, it is determined that the check fails; otherwise, it is determined that the check is passed. By limiting the value range of each field, it is possible to quickly check whether the value is correct.

This embodiment provides an alternative for checking the data, please refer to accompanying drawing 4, the alternative for checking the data includes:

Step D01) Presetting the numerical rules of each field in the task form template;

Step D02) If the value of the field contained in the received operation information does not conform to the value rule, it is determined that the check fails; otherwise, it is determined that the check is passed. With the help of numerical rules, it can be found whether the dynamically changing numerical values conform to the rules, and cross-validation between numerical values can be realized. If the difference between the purchase price and the actual purchase price in the item purchase task form exceeds 60%, the inspection will fail.

The method for cleaning the workflow data includes deduplication and merging of the workflow data. Deduplication is to remove duplicate recorded workflow data, and merging is to sum workflow data that records the same field. If a certain type of item is purchased in the two item procurement task forms, then the purchase quantity of the item is summed, that is, merged.

The method for judging duplicate workflow data is as follows: if two workflow data with the same fields belong to the same task form and belong to the same operation information, they are judged as duplicate workflow data; otherwise, they are judged as non-duplicate workflow data. If the executor uploads duplicate procurement results in the item procurement task form, since there may only be one procurement result for the same type of item in an item procurement task form, the duplicate procurement results will be deleted.

The method for judging the workflow data recording the same field includes: if two workflow data recording the same field do not belong to the same task form and do not belong to the same operation information, then it is judged as the workflow data recording the same field, otherwise, then Workflow data determined to be different fields. By summarizing the workflow data of the same field, it is possible to fully grasp the summary result of the corresponding workflow data. For example, sum the purchase quantities of the same type of items in multiple item procurement task forms.

Please refer to accompanying drawing 5, the workflow data automatic summary method also includes:

Step E01) using the historical workflow data as sample data, and establishing a fitting function for the sample data;

Step E02) Use the fitting function to predict the summarized value of workflow data in the next cycle. Through the time series, the summary value is predicted, and the work of the next cycle can be predicted and guided. Such as predicting the forecast of the purchase quantity of a certain type of item in the next cycle.

The beneficial technical effects of this embodiment include: adapting to different business types by creating task form templates, task form templates and creating task forms for task decomposition, operated by different personnel, adapting to multi-position collaborative businesses, and improving task form coverage The scope of business enables the collection and aggregation of more business data; the readability and data value of the summary data are improved by cleaning the workflow data and converting it into a preset summary format.

The above is only a specific embodiment of the present invention, but the scope of protection of the present invention is not limited thereto, and those skilled in the art should understand that the present invention includes but is not limited to the accompanying drawings and the description in the above specific embodiments content. Any modifications that do not depart from the functional and structural principles of the present invention will be included in the scope of the claims.

Claims (10)

1. A workflow data automatic summarization method based on task decomposition is characterized in that,

the method comprises the following steps:

creating a task form template and setting a summary conversion rule;

selecting a task form template to create a task form, and sending the task form to an operator;

receiving operation information of an operator and recording the operation information in a task form to form workflow data;

cleaning the workflow data;

and converting the workflow data into a summary format according to a preset summary conversion rule to finish the summary of the workflow data.

2. The automatic workflow data summarization method based on task decomposition according to claim 1,

the method for setting the summarizing and converting rule comprises the following steps:

setting a plurality of summary values, and associating the fields contained in the task form template with the summary values;

establishing a conversion relation between form template fields and summary values;

and a set of all conversion relations corresponding to each summary value is used as a summary conversion rule.

3. The method for workflow data automatic summarization based on task decomposition according to claim 2,

after the conversion relation between the form template field and the summary value is established, metadata are registered on the task form template, and the metadata are consistent with the conversion relation between the form template field and the summary value.

4. The automatic workflow data summarization method based on task decomposition according to claim 1,

and when the operation information of the operator is received, checking the data, if the check is passed, recording the operation information in the task form, and if the check is not passed, returning the operation information and prompting the operator to resubmit the operation information.

5. The method for workflow data automatic summarization based on task decomposition according to claim 4,

the method for checking data comprises the following steps:

presetting a numerical value range of each field in a task form template;

and if the value of the field contained in the received operation information does not accord with the value range, judging that the check is not passed, otherwise, judging that the check is passed.

6. The method of claim 4, wherein the task decomposition-based workflow data automatic summarization method comprises,

the method for checking data comprises the following steps:

presetting a numerical rule of each field in a task form template;

if the value of the field contained in the received operation information does not accord with the value rule, the check is judged not to pass, otherwise, the check is judged to pass.

7. The automatic workflow data summarization method based on task decomposition according to claim 1,

the method for cleaning the workflow data comprises the steps of carrying out duplicate elimination and merging on the workflow data, wherein the duplicate elimination is the workflow data with repeated records removed, and the merging is the sum of the workflow data with the same fields recorded.

8. The method for workflow data automatic summarization based on task decomposition according to claim 7,

the method for judging the repeated workflow data comprises the following steps: and if the two pieces of workflow data recorded with the same field belong to the same task form and the same operation information, judging the two pieces of workflow data to be the repeated workflow data, and otherwise, judging the two pieces of workflow data to be the non-repeated workflow data.

9. The method for workflow data automatic summarization based on task decomposition according to claim 7,

the method for judging the workflow data of the same field comprises the following steps: and if the two pieces of workflow data recording the same field do not belong to the same task form and do not belong to the same operation information, judging that the workflow data recording the same field, and otherwise, judging that the workflow data recording the different field.

10. The automatic workflow data summarization method based on task decomposition according to claim 1,

the workflow data automatic summarizing method further comprises the following steps:

taking historical workflow data as sample data, and establishing a fitting function of the sample data;

and predicting the value of the workflow data of the next period after the summary by using the fitting function.

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