Title:
METHOD FOR AUTOMATICALLY GENERATING FINANCIAL DOCUMENT, DEVICE, COMPUTER APPARATUS, AND STORAGE MEDIUM
Document Type and Number:
WIPO Patent Application WO/2019/184123
Kind Code:
A1
Abstract:
The present application discloses a method for automatically generating a financial document, a device, a computer apparatus, and a storage medium. The method for automatically generating a financial document comprises: acquiring a request for periodically generating financial documents, the request for generating financial documents comprising a periodic trigger time and a template identifier; acquiring a corresponding financial document template on the basis of the template identifier, the financial document template comprising at least one service item, and each service item corresponding to at least one financial document option; acquiring a corresponding option value on the basis of the financial document option of each service item, and creating a financial document to be approved on the basis of the option value and the financial document template; sending the financial document to an approval platform, acquiring an approval result fed back by the approval platform, and if the approval result passes review, using the financial document as an original financial document; and generating, on the basis of the periodic trigger time and the financial document template, a target financial document being the same type as the original financial document. The method for automatically generating a financial document saves labor costs and improves efficiency of financial document generation.
Inventors:
LIN ZHENGFEI (CN)
ZOU XUESEN (CN)
ZOU XUESEN (CN)
Application Number:
PCT/CN2018/094214
Publication Date:
October 03, 2019
Filing Date:
July 03, 2018
Export Citation:
Assignee:
PING AN TECH SHENZHEN CO LTD (CN)
International Classes:
G06Q10/10
Foreign References:
| CN105630502A | 2016-06-01 | |||
| CN105809854A | 2016-07-27 | |||
| CN107437219A | 2017-12-05 | |||
| CN106296131A | 2017-01-04 | |||
| US20170308517A1 | 2017-10-26 |
Attorney, Agent or Firm:
SHENZHEN ZHONGDING INTELLECTUAL PROPERTY AGENCY (CN)
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