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CN-121997911-A - Automatic business data report making and sending method based on RPA

CN121997911ACN 121997911 ACN121997911 ACN 121997911ACN-121997911-A

Abstract

The invention discloses an automatic production and transmission method of a service data report based on RPA, which relates to the technical field of data processing, and comprises the following specific steps of step 1, a carding process and preset parameters; the method comprises the steps of developing an RPA robot, executing data verification and calculation, generating and sending a report, and monitoring and auditing, wherein the step of automatically executing a business data report full flow by the RPA robot, improving data processing efficiency and accuracy by utilizing formulas such as multi-source data consistency verification and the like, reducing manual operation errors, simultaneously introducing a report data reliability index formula, quantitatively evaluating report reliability by comprehensive multidimensional, assisting a user to quickly identify report grade to support decision, and in addition, the functions of real-time monitoring and log auditing of the RPA strengthen intelligent management and safety control, and integrally improve the quality and safety of data processing.

Inventors

  • CHEN PEIXIN
  • Zheng Yongkeng

Assignees

  • 中国人寿保险股份有限公司广东省分公司

Dates

Publication Date
20260508
Application Date
20260124

Claims (9)

  1. 1. The automatic business data report making and sending method based on the RPA is characterized by comprising the following specific steps: Step 1, combing the whole process of business data report making, screening the operation links of the adaptive RPA, presetting an automatic processing rule and a multisource data consistency check formula, a dynamic weight business growth value calculation formula, a business significance extremum judging formula and core parameters of a report data credibility index formula; Step 2, developing an RPA robot, namely selecting an adaptive RPA tool to develop the RPA robot, configuring a graphical user interface operation script and a security access right of the RPA robot, and embedding the calculation logic of the four formulas in the step 1 into the operation script; Step 3, executing data verification and calculation, namely after the RPA robot receives a service data report making request initiated by a user, logging in a new generation report center to export target service data, and synchronously calling corresponding history contemporaneous data in a report center history data module; Step 4, generating and transmitting a report, namely calling a preset business data report template by the RPA robot, filling a dynamic weight business growth value calculation formula result into a designated cell, executing business significance extremum judgment formula calculation and identifying a corresponding numerical value, storing the report into a designated storage folder, transmitting the report to a preset receiving end, and recording an operation log; And 5, monitoring and auditing the running state of the RPA robot in real time, executing report data credibility index formula calculation based on the two formula results in the step 3 and the operation log in the step 4, and periodically auditing the safety access authority of the robot and auditing the operation log.
  2. 2. The automated business data report making and sending method based on RPA according to claim 1, wherein the core parameters of the multi-source data consistency check formula in step 1 include confidence weights of the data sources The confidence weight Determining according to the stability, the historical data accuracy and the data updating frequency of each data source of a new generation report center, wherein the higher the stability of the data source is, the higher the historical data accuracy is, the higher the data updating frequency is in accordance with the requirements of business data report making, and the corresponding confidence weights are obtained The larger the value is.
  3. 3. The automatic production and transmission method of RPA-based business data report according to claim 1, wherein the multi-source data consistency check formula in step 3 is: , wherein, Is a data consistency coefficient; the business index value is the business index value of the ith data source; Is that A weighted average of the data source traffic index values; The number of data sources for the same business index; Confidence weights for the ith data source; Is the maximum of the confidence weights for all data sources.
  4. 4. The automated business data report creating and sending method based on RPA as claimed in claim 3, wherein after the multi-source data consistency check formula calculation is executed in the step 3, the data consistency coefficient is determined And the data source which is more than or equal to 0.9 is a qualified data source, and the RPA robot only executes the calculation formula of the dynamic weight service growth value based on the target service data corresponding to the qualified data source.
  5. 5. The automatic production and transmission method of RPA-based business data report according to claim 1, wherein the dynamic weight business growth value calculation formula in step 3 is: , wherein, Growing a total value for the dynamic weight service in the target period; The number of time granularity for a target period; Business index value of the t-th time granularity; Is the first Business index values of individual time granularity; a time decay factor that is the t-th time granularity; Is the historical contemporaneous contrast coefficient of the t-th time granularity.
  6. 6. The method for automatically making and sending the RPA-based business data report according to claim 1, wherein the business significance extremum judgment and calculation formula in the step 4 is as follows: , wherein, Extreme significance score for business index value; The value of the kth business index under a certain business dimension; for all under the service dimension an average of business index values; standard deviation of all business index values in the business dimension is obtained; and the business influence coefficient corresponding to the kth business index in the business dimension is obtained.
  7. 7. The automated business data report making and sending method based on RPA according to claim 6, wherein after the business significance extremum judgment formula calculation is performed in the step 4, the extremum significance score is judged And the service index value which is more than or equal to 1.5 is a service significance extremum, the RPA robot adopts red to mark the service significance maximum value and blue to mark the service significance minimum value.
  8. 8. The automatic production and transmission method of RPA-based business data report according to claim 1, wherein the report data credibility index calculation formula in step 5 is: , wherein, The report data credibility index is set; calculating a data consistency coefficient for a multi-source data consistency check formula; calculating a dynamic weight business increase total value for the dynamic weight business increase value calculation formula; And tau is a data timeliness score.
  9. 9. The automated business data report making and sending method based on RPA according to claim 8, wherein the report data credibility index is determined after the report data credibility index formula calculation is performed in step 5 The report more than or equal to 0.85 is a highly reliable report, 0.7-0 The report of <0.85 is a medium trusted report, And the RPA robot stores the high-credibility report and the medium-credibility report into a designated filing folder and pushes a manual review prompt of the report to be reviewed to a data operator.

Description

Automatic business data report making and sending method based on RPA Technical Field The invention relates to the technical field of data processing, in particular to an automatic business data report making and sending method based on RPA. Background With acceleration of enterprise digital transformation, the business data report forms are used as core tools for decision support, and the manufacturing efficiency and accuracy of the business data report forms directly influence the operation efficiency of enterprises. Traditional report making relies on manual collection, sorting and verification of data from multiple data sources, and then manually calculation and template filling are performed to generate a report. The process is time-consuming and labor-consuming, and is prone to data errors or inconsistencies caused by human negligence, and particularly, when processing large-scale and high-frequency updated business data, the problems of efficiency and accuracy are more remarkable. In addition, the traditional method lacks quantitative evaluation of data credibility, and is difficult to meet the high requirements of enterprises on data driving decisions. Under the background, an automatic and intelligent report making technology becomes a key requirement for improving the competitiveness of enterprises. The traditional report making technology has the main defects of low data processing efficiency, complicated flow, easiness in being influenced by personnel skill level, long report generating period and incapability of meeting real-time decision requirements, difficulty in guaranteeing data quality, easiness in incorporating error data into a report due to omission or subjective judgment and lack of a dynamic weight adjustment mechanism due to manual comparison, incapability of accurately reflecting a service growth trend, and incapability of evaluating and missing report credibility. Disclosure of Invention The invention aims to make up the defects of the prior art and provides an automatic production and transmission method of a business data report based on RPA, which automatically completes the whole processes of data export, verification, calculation, filling and transmission by utilizing an RPA robot by combing the report production process and presetting core parameters such as multi-source data consistency verification, dynamic weight business growth value calculation and the like, the method effectively solves the problems of low manual operation efficiency and difficult guarantee of data quality in the prior art, introduces a report data credibility index formula, realizes quantitative evaluation and hierarchical management of report credibility, can obviously improve report manufacturing efficiency and accuracy, reduces human error risks, and provides high-efficiency and reliable data decision support for enterprises. The invention provides a service data report automatic making and transmitting method based on RPA, which comprises the following specific steps: Step 1, combing the whole process of business data report making, screening the operation links of the adaptive RPA, presetting an automatic processing rule and a multisource data consistency check formula, a dynamic weight business growth value calculation formula, a business significance extremum judging formula and core parameters of a report data credibility index formula; Step 2, developing an RPA robot, namely selecting an adaptive RPA tool to develop the RPA robot, configuring a graphical user interface operation script and a security access right of the RPA robot, and embedding the calculation logic of the four formulas in the step 1 into the operation script; Step 3, executing data verification and calculation, namely after the RPA robot receives a service data report making request initiated by a user, logging in a new generation report center to export target service data, and synchronously calling corresponding history contemporaneous data in a report center history data module; Step 4, generating and transmitting a report, namely calling a preset business data report template by the RPA robot, filling a dynamic weight business growth value calculation formula result into a designated cell, executing business significance extremum judgment formula calculation and identifying a corresponding numerical value, storing the report into a designated storage folder, transmitting the report to a preset receiving end, and recording an operation log; And 5, monitoring and auditing the running state of the RPA robot in real time, executing report data credibility index formula calculation based on the two formula results in the step 3 and the operation log in the step 4, and periodically auditing the safety access authority of the robot and auditing the operation log. Further, the core parameters of the multi-source data consistency check formula in step 1 include confidence weights of the data sourcesThe confidence weightDeterminin