CN117670007A - Process model generation method, related devices and media - Google Patents

Abstract

The disclosure provides a method, a related device and a medium for generating a flow model. The generation method of the flow model comprises the following steps: acquiring a business process configuration file of a banking business, wherein the banking business comprises general business and customized business of a bank, analyzing the business process configuration file based on a target process model of the business process of the banking business to obtain business process configuration information, checking the business process configuration information in a corresponding relation with attribute fields defined in the target process model, and configuring the attribute fields defined in the target process model by utilizing the business process configuration information under the condition that the checking is passed based on the corresponding relation between the business process configuration information and the attribute fields defined in the target process model, so as to establish a process model of the business process of the banking business, thereby improving the efficiency of generating customized process models of the banking general and branch.

Description

Process model generation method, related devices and media

Technical field

The present disclosure belongs to the field of data processing technology, and specifically relates to a process model generation method, related devices and media.

Background technique

In order to achieve geographical and policy adaptation, banks adjust the financial products and services (such as deposits, loans, credit cards, wealth management products and insurance products) provided by bank head offices and branches according to the characteristics and needs of different regions, thereby providing services to people in different regions. Provide customers with more personalized and customized financial products and services. However, banks approach banking processes through business process models. In the process of creating a process model for the bank's customized business process, the bank branch provides the application for creating a new process model to the bank head office, and the bank head office generates the process model. After generating the process model, the bank head office publishes the process model to the bank branches for application. Obviously, when the process model newly created by the bank head office does not meet the requirements of the bank branch, the operation of modifying the process model is complicated, which increases the time consumption of generating the customized process model of the bank branch.

Contents of the invention

In view of the above problems, the present disclosure provides a process model generation method, related devices and media, aiming to simplify the operation of generating customized process models for bank head offices and branches, and reduce the cost of generating customized process models for bank head offices and branches. At the same time, it improves the efficiency of generating customized process models for banks and branches.

According to a first aspect of the present disclosure, a method for generating a process model is provided, including:

Obtain the business process configuration file of the banking business, which includes the bank's general business and customized business;

Based on the target process model of the business process of the banking business, the business process configuration file is parsed to obtain business process configuration information, and there is a corresponding relationship between the business process configuration information and the attribute fields defined in the target process model;

Verify the business process configuration information;

If the verification passes, based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, the business process configuration information is used to compare the attribute fields defined in the target process model. Configure to establish a process model of the banking business process.

Optionally, the hierarchical structure of the target process model includes: process architecture, products, activities, links and steps, and the business process configuration information includes the characteristic process logic of the activities and the characteristics of the links in the business process of the customized business. Featured process logic for process logic and steps,

The verification of the business process configuration information includes:

Obtain the verification script of the business rules of the customized business written by the user;

The verification script is used to verify the characteristic process logic of activities, the characteristic process logic of links, and the characteristic process logic of steps in the business process of the customized service.

Optionally, the business process configuration information also includes: a description of the process architecture of the banking business process,

The verification of the business process configuration information includes:

Compare the description of the process architecture of the business process of the banking business with the preset standards of the business process of the banking business to determine whether the process architecture of the business process of the banking business conforms to the business process of the banking business. Default standards.

Optionally, the business process configuration information also includes: the department responsible for products, the department responsible for activities, the department responsible for links, the positions responsible for steps and the associated systems of steps in the business process of the banking business,

The verification of the business process configuration information includes:

Determine whether the responsible departments for products, responsible departments for activities, responsible departments for links, responsible positions for steps and associated systems of steps in the business process of the banking business are registered in master data management;

Based on the correspondence between the preset departments, positions, and associated systems and their scope of authority, determine the responsible departments for products, responsible departments for activities, responsible departments for links, responsible positions for steps, and associated systems for steps in the business process of the banking business Are the scope of permissions correct?

Optionally, the business process configuration information also includes: management records of links, system files of links, management records of steps and system files of steps in the business process of the banking business,

The verification of the business process configuration information includes:

Determine whether the institutional documents and step-by-step institutional documents in the business process of the banking business match the banking business;

Determine whether the system documents and step-by-step system documents in the business process of the banking business are the latest versions;

Determine whether the management records of links and steps in the business process of the banking business meet the general management requirements of the bank.

Optionally, the business process configuration information also includes: quality and efficiency indicators of activities, quality and efficiency indicators of links and quality and efficiency indicators of steps in the business process of the banking business,

The verification of the business process configuration information includes:

Determine whether the quality and efficiency indicators of activities, links and steps in the business process of the banking business have corresponding data sources, data acquisition logic and persons in charge.

Optionally, if the verification passes, based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, the business process configuration information is used to verify the target process. The attribute fields defined in the model are configured to establish a process model of the banking business process, including:

Generate nodes in the target process model, where the nodes include the attribute fields;

Based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, use the business process configuration information to perform basic configuration on the attribute fields of the node;

Compile the characteristic process logic of activities, the characteristic process logic of links and the characteristic process logic of steps in the business process of the customized business into executable code, and combine the executable code with the activities, links and steps. The node binding corresponding to the step;

Match the metadata of the policy files in the preset policy file list with the attribute fields of the links and steps, and bind the matched policy files to nodes corresponding to the links and steps.

According to a second aspect of the present disclosure, a device for generating a process model is provided, including:

A business process configuration file acquisition unit is used to obtain the business process configuration file of banking services, where the banking services include general services and customized services of the bank;

A parsing unit configured to parse the business process configuration file based on the target process model of the banking business process to obtain business process configuration information, where the business process configuration information is consistent with the attributes defined in the target process model. There is a corresponding relationship between fields;

A verification unit, used to verify the business process configuration information;

A process model establishment unit configured to use the business process configuration information to create a model for the target based on the corresponding relationship between the business process configuration information and the attribute fields defined in the target process model when the verification is passed. The attribute fields defined in the process model are configured to establish a process model of the business process of the banking business.

According to a third aspect of the present disclosure, an electronic device is provided, including: a processor, a memory, and a program stored on the memory and executable on the processor. The program is implemented when executed by the processor. Steps of the method as described above.

According to a fourth aspect of the present disclosure, a storage medium is provided, and a computer program or instructions are stored on the storage medium. When the computer program or instructions are executed by a processor, the steps of the above method are implemented.

This disclosure brings the following beneficial effects:

The process model generation method provided by this disclosure obtains the business process configuration file of the banking business, where the banking business includes the bank's general business and customized business, and analyzes the business process configuration file based on the target process model of the business process of the banking business. , obtain the business process configuration information, where there is a corresponding relationship between the parsed business process configuration information and the attribute fields defined in the target process model of the banking business process. Then, the business process configuration information is verified, and if the verification passes In this case, according to the correspondence between the business process configuration information and the attribute fields defined in the target process model of the banking business process, the business process configuration information is used to configure the attribute fields defined in the target process model. In this way, since it can Parse the business process configuration file to obtain the business process configuration information of the general business and the business process configuration information of the customized business of the bank (the bank here can be the head office or a branch), so the customized process of the bank is established The model can realize the bank's general business and customized business. The bank only needs to upload the business process configuration file including the bank's general business and customized business to automatically generate the bank's customized process model, thus simplifying the generation of bank customization. The operation of the process model reduces the time-consuming process of generating the bank's customized process model and improves the efficiency of generating the bank's customized process model.

In addition, the business process configuration information is verified. If the verification passes, the attribute fields defined in the target process model are configured based on the business process configuration information to establish the bank's customized process model, which improves the generation The accuracy and compliance of the bank's customized process model reduce the bank's business risk.

Additional features and advantages of the disclosure will be set forth in the description which follows, and, in part, will be apparent from the description, or may be learned by practice of the disclosure. The objectives and other advantages of the disclosure will be realized and attained by the structure particularly pointed out in the specification and drawings.

In order to make the above-mentioned objects, features and advantages of the present disclosure more obvious and understandable, preferred embodiments are given below and described in detail with reference to the accompanying drawings.

Description of drawings

The above and other objects, features and advantages of the present disclosure will become more apparent from the following description of embodiments of the present disclosure with reference to the accompanying drawings, in which:

Figure 1 is a schematic structural diagram of a process model generation system provided according to an embodiment of the present disclosure;

Figure 2 is a flow chart of a method for generating a process model according to an embodiment of the present disclosure;

Figure 3 is a schematic diagram of the hierarchical structure of a target process model provided according to an embodiment of the present disclosure;

Figure 4A is a schematic diagram of attribute fields defined in a process architecture provided according to an embodiment of the present disclosure;

Figure 4B is a schematic diagram of attribute fields defined in a product provided according to an embodiment of the present disclosure;

Figure 4C is a schematic diagram of attribute fields defined in an activity provided according to an embodiment of the present disclosure;

Figure 4D is a schematic diagram of attribute fields defined in a link provided according to an embodiment of the present disclosure;

Figure 4E is a schematic diagram of attribute fields defined in steps provided according to an embodiment of the present disclosure;

Figure 4F is a schematic diagram of the attribute fields defined in the "Management Record" field in the steps provided according to an embodiment of the present disclosure;

Figure 4G is a schematic diagram of the attribute fields defined in the "regime file" field in the steps provided according to an embodiment of the present disclosure;

Figure 4H is a schematic diagram of the attribute fields defined in the "quality and efficiency index" field in the steps provided according to an embodiment of the present disclosure;

Figure 4I is a schematic diagram of attribute fields defined in the "Featured Process Logic" field in an activity provided according to an embodiment of the present disclosure;

Figure 5 is a schematic structural diagram of a process model generating device according to an embodiment of the present disclosure;

FIG. 6 is a schematic structural diagram of an electronic device according to an embodiment of the present disclosure.

Detailed ways

Various embodiments of the present disclosure will be described in greater detail below with reference to the accompanying drawings. In the various drawings, the same elements are designated with the same or similar reference numerals. For the sake of clarity, parts of the figures are not drawn to scale.

The following terms are used in this article:

The business process of banking business refers to a series of operating steps and processes that banks follow when carrying out various business activities. In banking business systems, process models can be used to describe and manage various banking business processes, such as account opening processes, loan application processes, transfer processes, etc. Through process models, banks can clearly understand the operations and processes of each link, identify potential problems and bottlenecks, and optimize and improve them. Process models can also be used to guide the operations of bank employees to ensure that each step is carried out in accordance with the prescribed process and improve the consistency and accuracy of operations.

The hierarchical structure of the process model refers to the relationship and organizational structure between elements at different levels in the process model. In the process model, the hierarchical structure can be divided into the following levels: Process Architecture, Product, Activity, Link and Step. Through the above hierarchical structure, the process model can clearly describe the composition and execution process of business processes, help organizations and managers understand and optimize business processes, and improve work efficiency and quality.

Process Architecture is the highest level of the entire process model, describing the relationship and organizational structure of each sub-process or sub-processes that make up the process. Process architecture usually consists of multiple sub-processes, each sub-process represents an independent business function or business process.

Product is an important element in the process model and represents the specific product or service to be implemented by the process model. A product can be an actual product, a service or an output. In a process model, each product is associated with one or more activities.

Activity is the basic unit in the process model, representing a series of operations required to complete a task or implement a function. An activity can be a specific work step or a sub-process or sub-process. Activities are usually associated with one or more products.

Links are the relationships and dependencies that connect different activities, describing the sequence between activities and the path of process flow. A link can be a sequential link, which means that activities are executed in a certain order; it can also be a parallel link, which means that multiple activities can be executed at the same time.

Step is the specific execution process of an activity, describing the specific operations and methods required to complete the activity. A step is usually a specific instruction or instruction that guides the performer to complete an activity in a specific way.

FIG. 1 shows a schematic structural diagram of a process model generation system provided according to an embodiment of the present disclosure. As shown in FIG. 1 , a process model generation system 100 provided by an embodiment of the present disclosure includes: a terminal device 101 , a network 102 and a server 103 . The terminal device 101 and the server 103 are connected via the network 102 .

In some embodiments, the terminal device 101 may be various electronic devices having a display screen and supporting web browsing, including but not limited to smartphones, tablet computers, laptop computers, desktop computers, and the like. Various office systems or office application clients may be installed on the terminal device 101, such as the banking business process management system 104 and the banking business system 105. It should be noted that the banking business process management system 104 is a software system used to manage and optimize banking business processes. It helps banks customize and manage various business process models. Banking business system 105 refers to the most critical business system in the bank's daily operations, responsible for processing and managing the bank's core business functions, including deposits, loans, payments, settlements, account management, etc.

In some embodiments, the server 103 is a dedicated computer system provided by a bank to provide online banking services to the terminal device 101 in a network environment. In some embodiments, the user can send the business process configuration file of the banking business to the server 103 through the banking business process management system 104 set on the terminal device 101. After the server 103 receives the business process configuration file of the banking business, according to the present disclosure, The process model generation method of the embodiment generates a customized process model of the bank (here it can be the head office or a branch). The customized process model can realize the bank's general business and customized business. If the approval is passed, the server 103 can publish the process model in the banking business system 105 set on the terminal device 101, and the user can handle banking services in the banking business system 105 according to the process model.

Since the specific process of generating a bank's customized process model using the process model generation method in the embodiment of the present disclosure will be described in detail below, the details will not be described again here.

FIG. 2 shows a flowchart of a method for generating a process model provided according to an embodiment of the present disclosure. The method for generating a process model in the embodiment of the present disclosure may be executed by the server 103 . As shown in Figure 2, the process model generation method includes:

In step S210, the business process configuration file of the banking business is obtained, and the banking business includes the bank's general business and customized business.

In some embodiments, banking refers to various financial products and services provided by banks. Banking services include deposits, loans, credit cards, financial products and insurance products, etc. It should be noted that the bank here can be either the head office or a branch. In order to achieve geographical and policy adaptation, banks adjust the financial products and services provided by bank head offices and branches according to the characteristics and needs of different regions, thereby providing more personalized and customized financial products and services to customers in different regions. It should be noted that the bank's general business refers to the regular banking services provided by bank head offices and branches in different regions. The customized business of banks refers to the more personalized and customized financial products and services provided by bank head offices and branches in different regions based on the needs and characteristics of local customers.

In some embodiments, the business process configuration file of banking business is a document or file used to describe the process and configuration information of banking business. File types for this business process configuration file include .xls, .xlsx, and .xml. In one example, the banking business process management system 104 provided on the terminal device 101 can provide an interactive interface, and the user can fill in the relevant content of the business process configuration file of the banking business in the interactive interface. In one example, the banking business process management system 104 provided on the terminal device 101 can provide an application programming interface (Application Programming Interface, API for short), and the user can upload the relevant content of the business process configuration file of the banking business through the application programming interface. . In one example, the bank business process management system 104 can upload and process multiple business process configuration files in parallel to increase data processing speed.

In some embodiments, after receiving the business process configuration file of the banking business, the banking business process management system 104 first checks the file header to confirm its format and integrity. For example, for Excel files, the business process configuration file is checked to see if it contains valid worksheet and cell data. In some embodiments, the banking business process management system 104 ensures that the file extension of the business process configuration file matches the format of its content. For example, the .xls file really should be an Excel 97-2003 workbook. In some embodiments, the banking business process management system 104 also checks whether the data in the business process configuration file is complete, for example, whether there are missing fields or incomplete records. For specific fields in the business process configuration file, such as dates, numbers or specifically encoded text, the bank business process management system 104 will also perform format verification. For the numerical type data in the business process configuration file, the bank business process management system 104 will also check whether it is within the allowed range. In the business process configuration file, there are specific fields (such as dates, numbers, or specifically encoded text), and the system needs to perform format verification on these fields to ensure the validity of the data. Verification failure processing: If the format of a specific field does not meet the requirements, the bank business process management system 104 will generate a format error prompt message and terminate the process. The error messages include: "The file format is incorrect", "The file exceeds the limited size", etc.

In some embodiments, only users with appropriate permissions can upload and process business process configuration files through the banking business process management system 104 . In some embodiments, during the process of uploading and storing business process configuration files through the banking business process management system 104, all data is encrypted to ensure data security.

In step S220, based on the target process model of the business process of the banking business, the business process configuration file is parsed to obtain business process configuration information. The business process configuration information is consistent with the attributes defined in the target process model. There is a corresponding relationship between fields.

In some embodiments, in the banking system 105, a process model may be used to describe and manage the business processes of various banking services. FIG. 3 is a schematic diagram of a hierarchical structure of a target process model provided according to an embodiment of the present disclosure. As shown in Figure 3, in the target process model, the hierarchical structure can be divided into the following levels: process architecture (ProcessArchitecture) 310, product (Product) 320, activity (Activity) 330, link (Link) 340 and step ( Step)350. In the target process model, attribute fields refer to commonly used, predefined fields in business processes. These fields are typically used to store and track key information for business processes. Figures 4A to 4I illustrate attribute fields defined in the target process model. The attribute fields defined in the target process model will be introduced below with reference to Figures 4A to 4I.

FIG. 4A is a schematic diagram of attribute fields defined in a process architecture provided according to an embodiment of the present disclosure. As shown in Figure 4A, the attribute fields defined in the process architecture 310 include "process architecture number" and "process architecture name". Among them, "Process Architecture Number" is the unique identifier of each process architecture. "Process Architecture Name" is used to represent the name or description of the process architecture.

FIG. 4B is a schematic diagram of attribute fields defined in a product provided according to an embodiment of the present disclosure. As shown in Figure 4B, the attribute fields defined in the product 320 include "product number", "product name", "process owner", "department" and "process architecture number". Among them, "Product Number" is the unique identifier of the product. "Product Name" is used to indicate the name or description of a product. A "process owner" is the person responsible for the product. "Department" is the department responsible for the product. "Process Architecture Number" is the number of the process architecture to which the product belongs.

FIG. 4C is a schematic diagram of attribute fields defined in an activity provided according to an embodiment of the present disclosure. As shown in Figure 4C, the attribute fields defined in activity 330 include "activity number", "activity name", "process leader", "department", "quality efficiency indicator", "featured process logic" and "product number" . Where "activity number" is the unique identifier of the activity. "Activity Name" means the name or description of the activity. A "process owner" is the person responsible for the activity. "Department" is the department responsible for the activity. "Quality indicators" are activity-related performance indicators. "Featured process logic" is activity-specific business logic. "Product number" is the number of the product to which the activity belongs.

Figure 4D is a schematic diagram of attribute fields defined in a link provided according to an embodiment of the present disclosure. As shown in Figure 4D, the attribute fields defined in link 340 include "link number", "link name", "department", "management records", "system documents", "quality efficiency indicators", "characteristic process logic" and "Activity Number". Among them, "link number" is the unique identifier of the link. "Link Name" means the name or description of the link. "Department" is the department responsible for the link. "Administrative Records" are administrative or audit records related to a session. "Institutional documents" are policy or institutional documents related to the link. "Quality and efficiency indicators" are performance indicators related to links. "Featured process logic" is link-specific business logic. "Activity number" is the number of the activity to which the link belongs.

FIG. 4E is a schematic diagram of attribute fields defined in steps provided according to an embodiment of the present disclosure. As shown in Figure 4E, the attribute fields defined in step 350 include "step number", "step name", "position", "input/output", "associated system", "management record", "system file", " Quality and efficiency indicators", "Featured process logic" and "Link numbers". where "step number" is the unique identifier of the step. "Step Name" represents the name or description of the step. A "position" is the position or role that performs the steps. "Input/Output" are the input required by the step and the output produced. "Associated systems" are external systems or applications that are related to a step. "Administrative records" are administrative or audit records associated with a step. "Institutional documents" are policy or institutional documents related to the steps. "Quality and efficiency indicators" are performance indicators related to steps. "Featured process logic" is the business logic for a specific step. "Link number" is the number of the link to which the step belongs.

FIG. 4F is a schematic diagram of the attribute fields defined in the "Manage Record" field in the steps provided according to an embodiment of the present disclosure. As shown in Figure 4F, the attribute fields defined in the "Management Record" field include "Management Record Number", "Step Number" and "Details". Among them, "management record number" is the unique identifier of the management record. "Step Number" is the number of the step to which the "Manage Record" field belongs. "Details" is a brief introduction to the management record.

Figure 4G is a schematic diagram of the attribute fields defined in the "regime file" field in the steps provided according to an embodiment of the present disclosure. As shown in Figure 4G, the attribute fields defined in the "regulatory document" field include "regulatory document number", "step number", "title" and "content". Among them, "regulatory document number" is the unique identifier of the institutional document. "Step number" is the number of the step to which the "regulatory document" field belongs. "Title" is the title of the institutional document. "Content" is the brief introduction to the institutional documents.

Figure 4H is a schematic diagram of the attribute fields defined in the "quality and efficiency index" field in the step provided according to an embodiment of the present disclosure. As shown in Figure 4H, the attribute fields defined in the "quality and efficiency indicator" field include "quality and efficiency indicator number", "step number", "description" and "target value". Among them, the "quality and efficiency indicator number" is the unique identifier of the quality and efficiency indicator. "Step number" is the number of the step to which the "Quality and efficiency indicator" field belongs. "Description" is a brief introduction to the quality and effectiveness indicators. "Target value" is the target value of the quality and efficiency indicator.

FIG. 4I is a schematic diagram of attribute fields defined in the "Featured Process Logic" field in an activity provided according to an embodiment of the present disclosure. As shown in Figure 4I, the attribute fields defined in the "Featured Process Logic" field include "Featured Process Logic Number", "Activity Number", "Description" and "Trigger Condition". Among them, "Featured Process Logic Number" is the unique identifier of the featured process logic. "Activity Number" is the number of the activity to which the "Featured Process Logic" field belongs. "Description" is a brief introduction to the featured process logic. "Trigger conditions" are necessary conditions for executing the featured process logic.

In some embodiments, the server 103 parses the business process configuration file of the banking business based on the hierarchical structure of the target process model of the business process of the banking business, and maps the parsed data to the attribute fields defined in the target process model. Data structure to obtain business process configuration information. It should be noted that the business process configuration file is parsed into business process configuration information related to the attribute fields defined in the target process model. That is, the business process configuration information has a corresponding relationship with the attribute fields defined in the target process model.

In step S230, the business process configuration information is verified.

In some embodiments, the business process configuration information includes the characteristic process logic of activities, the characteristic process logic of links, and the characteristic process logic of steps in the business process of the bank's customized business. In some embodiments, the bank business process management system 104 is provided with a script engine, allowing users to write customized business rule scripts for the bank's customized services. Here, the characteristic process logic of activities, the characteristic process logic of links and the characteristic process logic of steps in the business process of the bank's customized business are written by users based on the bank's customized business. In this way, users can customize the characteristic process logic of activities, links and steps in the business process according to the bank's customized business, allowing the back-end service to dynamically generate process models and processes by parsing the business process configuration file. Execute logic. In this way, when banking business needs change, you only need to adjust the business process configuration file and adjust a small amount of code or no code modifications.

In some embodiments, in the business process configuration file, the characteristic process logic of activities, the characteristic process logic of links, and the characteristic process logic of steps in the business process of the bank's customized business have labels of customized services, and the server 103 can pass The identification tag obtains the characteristic process logic of activities, links, and steps in the bank's customized business process.

In some embodiments, the script engine provided in the bank business process management system 104 may also allow users to write customized verification scripts for the business rules of the bank's customized business. The server 103 obtains the business rules of the bank's customized business written by the user (for example, for deposit account opening, different banks may require employees with specific permissions to participate during specific working hours. Another example, "local characteristic deposits" of bank branches, Bank branches may have verification scripts with different business rules than the head office (for example, regional restrictions and bank branch quota limits, etc.). Use the verification scripts to verify the characteristic process logic and links of activities in the bank's customized business process. The characteristic process logic and the characteristic process logic of the steps are verified. In the implementation of the verification script engine, when the verification fails, the system usually provides the following prompt to help the user solve the problem. The error message is "Customized business rule error. Wrong logic in the customized business rule was detected." Such as error The content conforms to the preset logic and modification suggestions will be given, for example: "Check the customized business rules carefully, paying special attention to the parts marked as violations." In this way, the unique needs of a bank's head office, branches, or specific business scenarios can be more accurately captured and accurately configured in the process model.

In some embodiments, the business process configuration information also includes a description of the process architecture of the business process of the banking business. It should be noted that the process architecture of banking business processes refers to the organizational structure and hierarchical relationship of banking business processes, describing the dependencies and execution sequence between each process. In some embodiments, the server 103 compares the description of the process architecture of the banking business process with the preset standards of the banking business process. If it does not match, the subsequent processing is terminated and an error message "The process information is incorrect. Please make adjustments according to the suggestions" and also provide modification suggestions, such as "Please make modifications to the process structure so that it conforms to the preset standards of banking business processes." To determine whether the process architecture of the banking business process meets the preset standards of the banking business process.

In some embodiments, the business process configuration information also includes: the department responsible for the product, the department responsible for the activity, the department responsible for the link, the position responsible for the step and the associated system of the step in the business process of the banking business. In some embodiments, the server 103 determines whether the responsible department for the product, the responsible department for the activity, the responsible department for the link, the responsible position for the step, and the associated system of the step in the banking business process are registered in the master data management. It should be noted that the master data management of the banking business process management system 104 refers to the process of centralized management and maintenance of the main data in the banking business process. Here, determine the product responsible department, activity responsible department, link responsible department, step responsible position and step related system in the banking business process and register them in the master data management. The bank can better manage and utilize banking business. Data such as the department responsible for products, the department responsible for activities, the department responsible for links, the positions responsible for steps, and the associated systems of steps in the business process can improve the efficiency and accuracy of the business process. In some embodiments, the server 103 determines the department responsible for products, the department responsible for activities, the department responsible for links, and the department responsible for steps in the business process of the banking business based on the correspondence between the preset departments, positions, and associated systems and their scope of authority. Whether the authority scope of the associated system of positions and steps is correct to ensure data security and consistency.

In some embodiments, the business process configuration information also includes: management records of links, policy files of links, management records of steps, and policy files of steps in the business process of the banking business. It should be noted that management records include transaction codes, documents, duplicates, accounting accounts and other elements. System documents refer to the specific regulations and systems that need to be followed in banking business processes. In some embodiments, the server 103 determines whether the policy files of links and steps in the business process of the banking business match the banking business, and determines whether the policy files of the links and the policy files of the steps in the business process of the banking business are the latest versions. . For example, if the business process of banking business is "loan approval process", the server 103 will check whether there is a loan approval system file related to it, and whether the file is the latest version. In some embodiments, the server 103 determines whether the management records of links and steps in the business process of the banking business comply with the bank's general management requirements. For example, for management records, the server 103 will verify whether they meet the bank's general management requirements, such as whether the transaction code is valid, whether the document is complete, etc.

In some embodiments, the business process configuration information also includes: quality efficiency indicators of activities, links, and steps in the banking business process. In some embodiments, after determining the definition of quality and efficiency indicators, the server 103 determines whether the quality and efficiency indicators of activities, links and steps in the banking business process have corresponding data sources and data. Logic and responsible. If a problem is found during the process of process quality efficiency indicator verification, the system will generate the corresponding error message, for example: "The process quality efficiency indicator configuration error has been detected. There are errors or non-compliant settings in the process quality efficiency indicator configuration.". At the same time, modification suggestions are given: "Carefully check the indicator type, frequency of data acquisition, dimensions, attributes, department and person in charge, etc., to ensure that they are consistent with actual business needs." In one example, the verification of the quality efficiency indicators of activities, links and steps in a banking business process involves multiple aspects. For example, indicator type (for example, efficiency, effect, risk, etc.), frequency of data acquisition (for example, real-time, daily, monthly, etc.), dimension (for example, product, region, department, etc.), attribute (for example, numerical type, percentage type, etc.) etc.) and the person in charge.

It can be understood that when the business process configuration information passes the verification, the correctness of the characteristic process logic of activities, the characteristic process logic of links and the characteristic process logic of steps in the business process of the bank's customized business is guaranteed. It also ensures that It ensures that the process structure of the banking business process conforms to the preset standards of the banking business process, and also ensures that the product responsible department, the activity responsible department, the link responsible department, the step responsible position and the step in the banking business process The scope of authority of the associated system is correct, and it also ensures that the institutional documents and steps that determine the links in the banking business process match the banking business, and the institutional documents and steps in the banking business process are the latest version. , and the management records of links and steps in the banking business process comply with the bank's general management requirements, which improves the accuracy and compliance of the generated bank's customized process model and reduces the bank's business risk.

In step S240, if the verification passes, based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, the business process configuration information is used to compare the target process model. Configure the attribute fields defined in to establish a process model of the banking business process.

In some embodiments, if the verification passes, the business process configuration information is preprocessed (for example, type conversion, null value filling, outlier processing, data encoding and standardization, etc.) to ensure that the data conforms to subsequent business logic and Process model requirements. In some embodiments, a node in the target process model is generated, the node including attribute fields. It should be noted that the nodes in the target process model are specific execution units in the target process model, and the attributes of the nodes (that is, the attribute fields defined in the target process model) describe specific operations and flow relationships in the business process. In some embodiments, the grouping structure of business processes can be classified according to process categories, for example, the business processes of the system are divided into user registration processes, deposit processes, withdrawal processes, etc. Therefore, when building a process model, classify the nodes in the target process model according to a built-in or user-defined grouping schema (for example, business module or process category ProcessType). Then, in the grouping architecture, basic nodes are automatically created according to business needs. Each basic node will have a unique identifier (NodeID). In some embodiments, if the verification passes, the server 103 uses the business process configuration information to compare the attribute fields defined in the target process model based on the correspondence between the business process configuration information and the attribute fields defined in the target process model. Perform basic configuration. In one example, the business process configuration information can be used to configure the "process architecture number", "process architecture name", "product number", "product name", and "activity number" defined in the target process model in Figures 4A to 4I. ”, “activity name”, “link number”, “link name”, “step number”, “step name”, “management record”, “input/output”, “process leader”, “department”, “position ", "Quality and Efficiency Indicators", "Associated Systems", "Featured Process Logic" and "Institutional Documents" and other attribute fields for basic configuration.

In some embodiments, the server 103 can compile the characteristic process logic of activities, the characteristic process logic of links, and the characteristic process logic of steps in the business process of the bank's customized business in the business process configuration information into executable code, and convert the executable code into executable code. The code is bound to the nodes corresponding to the activities, links and steps, so that the executable code is applied to the corresponding activities, environments and steps, so that the established process model can realize the bank's general business and customized business. In some embodiments, the metadata of the system files in the default system file list are combined with the attribute fields of links and steps (for example, "link name", "step name", "position", "department" and "quality and efficiency indicators"). ", etc.) are matched, and the matching system files are bound to the nodes corresponding to the links and steps. For example, if the scope of application of a system document is "all loan businesses", then it will be automatically associated to the nodes corresponding to all links and steps involved in loans. Once the matching system file is successfully bound to the node corresponding to the link and step, the associated system file information will be automatically added to the "system file" attribute field of the corresponding link and step. At the same time, the system also provides manual adjustment functions, allowing users to add or delete system file related information during the process model construction stage or subsequent stages. All system file related information will be saved in the database and version control is supported. This means that when institutional documents or links and steps are changed, the relevant associated information will be updated or versioned accordingly.

In some embodiments, the attributes of the node (ie, attribute fields defined in the target process model) also include "audit status", "version flag" and "version number". The server 103 can implement the approval and version management of the process model by configuring fields such as "audit status", "version flag" and "version number". In some embodiments, the attributes of the node (ie, attribute fields defined in the target process model) also include "effective date" and "expiry date". The server 103 can set the validity period of the activities, links, and steps in the process model by configuring fields such as "effective date" and "expiry date".

In some embodiments, the built process model and business process configuration information are stored in a database. The server 103 can draw a process portrait based on the process model to better understand and display the execution process of the process. In some embodiments, the server 103 may initialize an empty process canvas, which is a graphical interface element with a certain height and width. The server 103 can call an internal function to calculate the coordinate position of each process model node on the process canvas according to the definition of the process model, and inject the standardized and converted data into the corresponding node at the calculated coordinate position. Generate corresponding graphic elements (such as rectangles, circles, arrows, etc.) based on the data, add these elements to the process canvas, bind each graphic element to its corresponding data and attributes, and finally call the internal process rendering engine , display the prepared process canvas on the user interface. In some embodiments, the server 103 performs generation result verification after generating the process portrait, mainly to verify the integrity and consistency of the attribute fields of each node in the process portrait. The generated process portrait will automatically have a "Draft" label attached, indicating that it has not yet undergone final approval. The initially generated process portrait will appear on the process canvas in a "draft" state. Users can make manual adjustments at this stage to meet some special business needs or handle special situations. Store the process portrait data manually adjusted by the user into the database.

In some embodiments, the server 103 can provide the generated process model and process portrait to relevant personnel for approval through the banking business process management system 104. After the approval is passed, the process model and process portrait are released in the banking business system 105.

FIG. 5 shows a schematic diagram of a device for generating a process model provided according to an embodiment of the present disclosure. As shown in FIG. 5 , the process model generation device 500 includes a business process configuration file acquisition unit 510 , an analysis unit 520 , a verification unit 530 and a process model establishment unit 540 .

The business process configuration file obtaining unit 510 is used to obtain the business process configuration file of banking services, where the banking services include general services and customized services of the bank.

The parsing unit 520 is configured to parse the business process configuration file based on the target process model of the banking business process to obtain business process configuration information. The business process configuration information is consistent with the target process model defined in the target process model. There is a corresponding relationship between attribute fields.

The verification unit 530 is used to verify the business process configuration information.

The process model establishing unit 540 is configured to, if the verification passes, use the business process configuration information to create a comparison of the business process configuration information and the attribute fields defined in the target process model based on the corresponding relationship between the business process configuration information and the attribute fields defined in the target process model. Configure the attribute fields defined in the target process model to establish a process model of the banking business process.

Since the process of generating a bank's customized process model using the process model generation method in the embodiment of the present disclosure has been described in detail in the above method embodiment, it will not be described again here.

An embodiment of the present disclosure also provides an electronic device, as shown in FIG. 6 , including a memory 620, a processor 610, and a program stored in the memory 620 and executable on the processor 610. When the program is executed by the processor 610 Each process of each embodiment in the above method for generating a process model can be implemented and the same technical effect can be achieved. To avoid repetition, details will not be described here.

Those of ordinary skill in the art can understand that all or part of the steps in the various methods of the above embodiments can be completed by instructions, or by controlling relevant hardware through instructions, and the instructions can be stored in a computer-readable storage medium. , and loaded and executed by the processor. To this end, embodiments of the present disclosure also provide a storage medium on which a computer program or instructions are stored. When the computer program or instructions are executed by a processor, the computer program or instructions can implement each of the embodiments of the above process model generation method. process.

Due to the instructions stored in the storage medium, steps in the process model generation method provided by the embodiments of the present disclosure can be executed. Therefore, the beneficial effects achieved by the process model generation method provided by the embodiments of the present disclosure can be achieved. , please refer to the previous embodiment for details and will not be described again here. For the specific implementation of each of the above operations, please refer to the previous embodiments and will not be described again here.

In summary, obtain the business process configuration file of the banking business, where the banking business includes the bank's general business and customized business. Based on the target process model of the banking business process, the business process configuration file is parsed to obtain the business process configuration information. There is a correspondence between the parsed business process configuration information and the attribute fields defined in the target process model of the banking business process. Then, the business process configuration information is verified. If the verification passes, the business process configuration is Correspondence between the information and the attribute fields defined in the target process model of the banking business process. Configure the attribute fields defined in the target process model based on the business process configuration information. In this way, the business process configuration file can be parsed. , obtain the business process configuration information of the general business of the bank (the bank here can be the head office or the branch) and the business process configuration information of the customized business, so the customized process model of the bank can be established to realize the bank's general business and customized business, the bank only needs to upload the business process configuration file of the bank's general business and customized business to automatically generate the bank's customized process model, thus simplifying the operation of generating the bank's customized process model. , which reduces the time-consuming process of generating the bank's customized process model and improves the efficiency of generating the bank's customized process model.

In addition, the business process configuration information is verified. If the verification passes, the attribute fields defined in the target process model are configured based on the business process configuration information to establish the bank's customized process model, which improves the generation The accuracy and compliance of the bank's customized process model reduce the bank's business risk.

Finally, it should be noted that: obviously, the above-mentioned embodiments are only examples to clearly illustrate the present disclosure, and are not intended to limit the implementation. For those of ordinary skill in the art, other different forms of changes or modifications can be made based on the above description. An exhaustive list of all implementations is neither necessary nor possible. The obvious changes or changes derived therefrom are still within the protection scope of the present disclosure.

Claims (10)

1. A method for generating a process model, including: Obtain the business process configuration file of the banking business, which includes the bank's general business and the customized business of the bank's head office and branches; Based on the target process model of the business process of the banking business, the business process configuration file is parsed to obtain business process configuration information, and there is a corresponding relationship between the business process configuration information and the attribute fields defined in the target process model; Verify the business process configuration information; If the verification passes, based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, the business process configuration information is used to compare the attribute fields defined in the target process model. Configure to establish a process model of the banking business process. 2. The generation method according to claim 1, wherein the hierarchical structure of the target process model includes: process architecture, products, activities, links and steps, and the business process configuration information includes the business process of the customized business The characteristic process logic of the activity, the characteristic process logic of the link and the characteristic process logic of the step, The verification of the business process configuration information includes: Obtain the verification script of the business rules of the customized business written by the user; The verification script is used to verify the characteristic process logic of activities, the characteristic process logic of links, and the characteristic process logic of steps in the business process of the customized service. 3. The generation method according to claim 2, wherein the business process configuration information further includes: a description of the process architecture of the business process of the banking business, The verification of the business process configuration information includes: Compare the description of the process architecture of the business process of the banking business with the preset standards of the business process of the banking business to determine whether the process architecture of the business process of the banking business conforms to the business process of the banking business. Default standards. 4. The generation method according to claim 3, wherein the business process configuration information further includes: responsible departments for products, responsible departments for activities, responsible departments for links, and responsible positions for steps in the business process of the banking business. and the associated system of steps, The verification of the business process configuration information includes: Determine whether the responsible departments for products, responsible departments for activities, responsible departments for links, responsible positions for steps and associated systems of steps in the business process of the banking business are registered in master data management; Based on the correspondence between the preset departments, positions, and associated systems and their scope of authority, determine the responsible departments for products, responsible departments for activities, responsible departments for links, responsible positions for steps, and associated systems for steps in the business process of the banking business Are the scope of permissions correct? 5. The generation method according to claim 4, wherein the business process configuration information further includes: management records of links, system files of links, management records of steps and system files of steps in the business process of the banking business. , The verification of the business process configuration information includes: Determine whether the institutional documents and step-by-step institutional documents in the business process of the banking business match the banking business; Determine whether the system documents and step-by-step system documents in the business process of the banking business are the latest versions; Determine whether the management records of links and steps in the business process of the banking business meet the general management requirements of the bank. 6. The generation method according to claim 5, wherein the business process configuration information further includes: quality and efficiency indicators of activities, quality and efficiency indicators of links and quality and efficiency indicators of steps in the business process of the banking business, The verification of the business process configuration information includes: Determine whether the quality and efficiency indicators of activities, links and steps in the business process of the banking business have corresponding data sources, data acquisition logic and persons in charge. 7. The generation method according to claim 6, wherein, in the case of passing the verification, based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, using the The business process configuration information configures the attribute fields defined in the target process model to establish a process model of the banking business process, including: Generate nodes in the target process model, where the nodes include the attribute fields; Based on the correspondence between the business process configuration information and the attribute fields defined in the target process model, perform basic configuration on the attribute fields of the node; Compile the characteristic process logic of activities, the characteristic process logic of links and the characteristic process logic of steps in the business process of the customized business into executable code, and combine the executable code with the activities, links and steps. The node binding corresponding to the step; Match the metadata of the policy files in the preset policy file list with the attribute fields of the links and steps, and bind the matched policy files to nodes corresponding to the links and steps. 8. A process model generation device, including: A business process configuration file acquisition unit is used to obtain the business process configuration file of banking services, where the banking services include general services and customized services of the bank; A parsing unit configured to parse the business process configuration file based on the target process model of the banking business process to obtain business process configuration information, where the business process configuration information is consistent with the attributes defined in the target process model. There is a corresponding relationship between fields; A verification unit, used to verify the business process configuration information; A process model establishment unit configured to use the business process configuration information to create a model for the target based on the corresponding relationship between the business process configuration information and the attribute fields defined in the target process model when the verification is passed. The attribute fields defined in the process model are configured to establish a process model of the business process of the banking business. 9. An electronic device, comprising: a processor, a memory, and a program stored on the memory and executable on the processor. When the program is executed by the processor, the implementation of claims 1 to 7 is achieved. The steps of any of the methods described. 10. A storage medium, with a computer program or instructions stored on the storage medium. When the computer program or instructions are executed by a processor, the steps of the method according to any one of claims 1 to 7 are implemented.