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CN-121981095-A - Automated report generation platform

CN121981095ACN 121981095 ACN121981095 ACN 121981095ACN-121981095-A

Abstract

The invention discloses an automatic report generating platform which supports dynamic templates and multi-source data configuration, comprising a template configuration module, a data acquisition module, a report generating module and an online editing module, wherein the template configuration module pre-stores template logic, the template logic comprises a core configuration unit Tag used for describing data reading source positioning and a core configuration unit Slot used for defining data filling writing positioning, the data acquisition module reads target data from a plurality of heterogeneous data sources based on the core configuration unit Tag, the heterogeneous data sources comprise at least one document type and a database, the report generating module automatically fills acquired data into a target report document according to the definition of the core configuration unit Slot, and the online editing module accesses the generated report document into an online collaborative editing service for realizing real-time editing and version synchronization of multiple users. The invention can realize automatic production report based on dynamic template and multi-source data configuration.

Inventors

  • WANG CHAO
  • SUN LIJING
  • WEN YUHAO
  • HU RUITAO
  • ZHENG JIAMING

Assignees

  • 无锡药明生物技术股份有限公司
  • 上海药明生物技术有限公司
  • 上海药明生物医药有限公司

Dates

Publication Date
20260505
Application Date
20260115

Claims (10)

  1. 1. An automated report generation platform supporting dynamic templates and multi-source data configuration, comprising: The template configuration module pre-stores template logic, wherein the template logic comprises a core configuration unit Tag for describing data reading source positioning and a core configuration unit Slot for defining data filling writing positioning; the data acquisition module is used for reading target data from a plurality of heterogeneous data sources based on the core configuration unit Tag, wherein the heterogeneous data sources comprise at least one document type and a database; the report generation module automatically fills the acquired data into a target report document according to the definition of the core configuration unit Slot; And the online editing module is used for accessing the generated report document into an online collaborative editing service and is used for realizing real-time editing and version synchronization of multiple users.
  2. 2. The automated report generating platform of claim 1, wherein the configuration rules of the core configuration unit Tag include defining file types, identifications, and data locations if the data source is a file, and defining how to locate the tables and required fields if the data source is a database.
  3. 3. The automated report generating platform of claim 1, wherein the data source types comprise Word documents, excel documents, PDF documents, PPT documents, and databases.
  4. 4. The automated report generation platform of claim 1, further comprising a review and revision module for supporting multiple levels of review, annotation, revision record and difference comparison, and simultaneous revision by multiple persons.
  5. 5. The automated report generating platform of claim 1, further comprising an approval and signing module for initiating an electronic approval process and appending an electronic signature and a timestamp after the approval passes.
  6. 6. The automated report generating platform of claim 1, further comprising a task allocation module for allocating report preparation, auditing and signing tasks and tracking progress, and having a system+mail dual alert function.
  7. 7. The automated report generating platform of claim 1, further comprising a rights management module for access control to different user roles.
  8. 8. The automated report generating platform of claim 1, further comprising a report summarization and bulletin module for visually exposing report generation and approval status.
  9. 9. The automated report generating platform of claim 1, further comprising a background management module for maintaining a configuration; the storage module is used for storing template configuration, core configuration unit Tag/core configuration unit Slot mapping relation and document version information.
  10. 10. The automated report generating platform of claim 1, further comprising an AI assistance module for semantically coloring, correcting errors, or intelligently abstracting the report paragraphs.

Description

Automated report generation platform Technical Field The invention relates to the fields of biological medicine, scientific research and quality management, in particular to an automatic report generation platform. Background In the fields of biological medicine, scientific research, quality management and the like, report writing is a frequent and time-consuming work, and generally relates to multi-dimensional information such as experimental data, analysis results, verification records, flow instructions and the like. The traditional report generation mode mainly has the following technical problems: First, the template structure is fixed and the reusability is poor. Existing report generation tools (e.g., microsoft word template populating, reportBuilder, powerBI report tools) rely on a single fixed template, making it difficult to flexibly combine template sections according to project type or scenario. The templates are manually modified whenever the report structure or content needs to be adjusted, resulting in high maintenance costs and poor versatility. Second, the data sources are scattered and the collection mode is not uniform. Experimental data is often stored in heterogeneous data sources of various types, including Excel tables, databases, word/PDF reports, electronic recording systems (ELN, LDMS), and LIMS systems, among others. The existing system lacks a unified data extraction and integration interface, so that data integration and updating are highly dependent on manual operation, the error rate is high, and the timeliness is poor. Third, the template logic is complex in configuration and lacks visualization tools. Most current report automation tools only support basic field replacement, and it is difficult to flexibly configure complex logic (e.g., table multidimensional mapping, condition insertion, module switching, etc.). Moreover, the logic configuration often requires the intervention of developers, so that the use convenience of non-technicians (such as QA and scientific researchers) is greatly limited. Fourth, there is a lack of collaborative editing and version management mechanisms. After the existing report is generated, the user needs to download the report to a local editor, the modification process is difficult to track, and the online collaboration of multiple persons is not supported, so that version confusion and data inconsistency are easily caused. Fifth, report generation and intelligent analysis capability fracture. Most systems can only realize basic content filling, cannot intelligently color, abstract generation or difference comparison on report texts by combining with an AI model or a natural language processing algorithm, and are difficult to adapt to the development trend of intelligent office of enterprises. In view of the foregoing, there is a need in the art for an automated report generating platform that supports modular management of templates and logical visualization configuration, unifies multi-source data collection channels, integrates online editing and version management, and extends AI-assisted analysis capabilities. Disclosure of Invention In the summary section, a series of simplified form concepts are introduced that are all prior art simplifications in the section, which are described in further detail in the detailed description section. The summary of the invention is not intended to define the key features and essential features of the claimed subject matter, nor is it intended to be used as an aid in determining the scope of the claimed subject matter. The invention aims to solve the technical problems that the reusability and flexibility are insufficient due to the immobilization of a template storage structure in the prior art, the multi-source heterogeneous data lacks a unified automatic acquisition and fusion mechanism, template logic configuration depends on programming and cannot be configured by business personnel autonomously through a graphical interface, and the report is generated and lacks on-line collaborative editing, version synchronization, traceability management and the like. In order to solve the above technical problems, the automated report generating platform provided by the present invention supports dynamic templates and multi-source data configuration, and includes: The template configuration module pre-stores template logic, wherein the template logic comprises a core configuration unit Tag for describing data reading source positioning and a core configuration unit Slot for defining data filling writing positioning; the data acquisition module is used for reading target data from a plurality of heterogeneous data sources based on the core configuration unit Tag, wherein the heterogeneous data sources comprise at least one document type and a database; the report generation module automatically fills the acquired data into a target report document according to the definition of the core configuration unit Slot; A