CN115719207A - Super-automation platform system - Google Patents
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Abstract
The invention discloses a super-automatic platform system, comprising: the system comprises a node arranging unit, a rule engine unit, a process arranging unit, a process management unit, an intelligent scheduling unit, an operation monitoring unit, a performance evaluation unit and an operation management unit. The node arranging unit is used for interfacing API, SDK, file interface, local database and even information system interface provided by various heterogeneous application systems in a low-code and zero-code mode, and converting the nodes into services which have better adaptability and are easy to call and are uniform in platform; the rule engine unit is used for performing logic operation processing on the data in an interface visualization configuration mode; the flow arrangement unit is used for arranging a complete flow according to the real service and driving the node arrangement unit to complete the node service execution; the flow management unit is used for carrying out closed-loop management on the arranged flows; by the method, various application systems and business operations can be connected.
Description
Technical Field
The invention relates to the technical field of automation platform systems, in particular to a super-automation platform system.
Background
At present, most of digital transformation construction of security companies is developed around the business fields of customer service, transaction technology and the like, and the investment on the organization, middle and background operation management levels is very little. Data, application and service islands accumulated day by day enable enterprises to form a sharp contrast with relatively inefficient operation, management and resource allocation and rapid innovation of industries, and gradually become a significant bottleneck of the development of the elbow service.
Gartner statistics in 2021 showed that over 50% of CEOs required accelerated traffic growth and achieved excellent operation, while 60% of board members accelerated traffic digitization and increased operational capacity through traffic digitization. Along with business development, application scenes of multi-business cooperation, complex process arrangement and innovative business modes are increasingly rich. How to establish an optimal and effective technology combination to accelerate business growth and operational capacity improvement is a primary problem encountered by various companies.
Internationally, the Gartner, IEEE, etc. agencies propose super-automation concepts: super-automation is a technology for solving business problems by comprehensively applying technical capabilities such as RPA, process mining, iBPMS, AI and the like and software tools. Super-automation does not refer to a single, out-of-box and ready-to-use technology or tool, and its positioning and practical and digital transformation concepts are all supported and fused with each other: instead of putting forward the emphasis, the integration capability of the user needs to be exerted, scientific and technical assets are fully activated, the business process is opened, and the business is quickly combined, so that the business is enabled efficiently.
The method is characterized in that a small number of products positioned on a super-automation platform are provided in China, most products are originally digital staff platforms for managing RPA flows, related conception products such as service catalogs based on workflows and visual large screens based on flow operation data are provided, but positioning is fuzzy, similar practices are not systematic, the digital transformation information system construction of global services of financial enterprises such as security companies is not enough supported, data and flows of SaaS application systems based on different protocols, different interfaces and even interfaces are not provided are integrated, a large amount of research and development resources are consumed frequently, business functions are realized in a code compiling mode, the research and development period is long, the floor deployment and butt joint of business systems in various vertical fields are complex, and huge cost pressure is brought to financial enterprises such as security companies for purchasing some expensive interfaces.
In summary, in the aspect of the subdivision technology involved in super automation, for example: related vertical products such as RPA, process mining, iBPMS and the like exist at home and abroad, and have certain maturity. However, the problems of a large number of heterogeneous application connections, multi-source data calculation, complex business operation and the like faced in the digital transformation process of financial enterprises such as securities companies and the like are that various technologies are innovated, integrated and conveniently applied, various heterogeneous technological assets are mastered as much as possible, a business scene is rapidly delivered in a combination and splicing mode, and business transformation is supported, so that the method is a technical core of the self-built research and development team of financial enterprises such as securities companies and the like, which has the capability and should be in a customs.
Disclosure of Invention
In view of the above, to overcome the above deficiencies or needs for improvement in the prior art, the present invention provides a super-automated platform system.
In order to realize the purpose, the technical scheme of the invention is as follows:
according to the idea of integration, namely service, integration and arrangement services capable of efficiently connecting various service systems and service operations are established, then the services are arranged into flows facing the services, and the flows and nodes thereof are correspondingly monitored to control the execution of work.
The super-automation platform takes iPAaS (integration of heterogeneous applications and services) and iBPMS (process arrangement and optimization) as a technical base, integrates and applies various technical tools such as RPA (process automation), LCAP (low code development platform), big data analysis, OCR (image recognition), NLP (natural language processing) and the like, builds all applications, data and processes which can be connected, and supports the platform function of low code/zero code arrangement to connect various heterogeneous application systems and multi-source data, thereby realizing the interconnection and intercommunication of business processes and data. The solution idea is as follows:
firstly, the super-automatic platform converts the services into more uniform services which have stronger adaptability and are easy to be called by interfacing API, SDK, data file interfaces or local databases provided by each application system in a low-code and zero-code mode;
secondly, for information system operation which is not suitable for the former money scene, data is extracted or business operation is executed through an application system interface in an RPA mode, an RPA process is connected to a platform in a zero code mode, and then service with a platform-consistent communication protocol which is easy to call is opened;
and for certain service operations still executed by paper and Office, for the connection of the split service process nodes or offline data, firstly, the service operations and the data are modified online by adopting a low-code application construction technology, and then the service operations and the data are connected to the platform in a service and database operation mode so as to expose the services with the characteristics of the platform capable of being called.
A super-automated platform system, the system comprising:
and the node arranging unit is used for operating an API (application programming interface), an SDK (software development kit), a file interface, a local database or even an information system interface provided by each heterogeneous application system in a low-code or zero-code mode, and converting the nodes into services which are uniform in platform, have better adaptability and are easy to call.
And the rule engine unit is used for performing logical operation processing on the data in an interface visual configuration mode and flexibly adapting to business development and management system change.
The flow arrangement unit is respectively connected with the node arrangement unit and the rule engine unit and is used for arranging a complete flow according to real services, driving the node arrangement unit to complete node service execution, and processing node data through the rule engine unit to visualize an interface;
and the process management unit comprises a digital employee management module, a digital employee 360 module, a process management module, a work management module, a parameter management module, a certificate management module and a deployment management module, and supports the execution of starting, restarting, suspending and manual operation on the arranged process. The digital employee management is used for managing the basic information of digital employees such as names, codes, owners, affiliated departments and the like, cost benefits, fusing plans and associated business process information; the digital employee 360 is used to present statistical information of all digital employees: the working time, the success rate and the statistics of new business processes in the last 1 year are accumulated, and the information management and the starting of the subordinate processes of the digital workers can be operated; the process management user manages basic information of the process and operations such as starting and stopping; the work management is used for viewing data and statistical information of all historical process works: all the work quantity, the work quantity to be operated, the alarm work quantity, the work quantity in operation, the finished work quantity, the work pause quantity, the work stop quantity and the work quantity of manual operation transfer; the parameter management is used for managing parameters configured by the process operation; the credential management is used for managing account password information required by an automatic process of the digital employee when the business system is operated, and configuring authority which can be modified only by an owner of the digital employee to which the account belongs; the deployment management is used for managing versions and releases of the process packages.
The intelligent scheduling unit comprises a new adding flow, a modification flow, a forbidding flow, a checking flow, an immediate starting flow and a reserved starting flow, is used for scheduling the execution of the flow and can be used for checking the work schedule of the current week flow and the current day flow.
And the operation monitoring unit comprises an operation center, a service monitoring configuration, a service monitoring (result) list and a (man-machine) interaction module of a working node and a node. The operation center is used for checking the work required to be executed on the current date and the flow condition required to be executed on the current date, and can be used for performing interactive control on the work and the flow and checking the execution log information; the service monitoring configuration is used for configuring service monitoring aiming at the process return parameter; the service monitoring (result) list is used for displaying alarm information executed according to monitoring configuration; the (man-machine) interaction of the work and the nodes is used for carrying out operations such as pause, rerun, manual operation and the like on the work at the PC end and the mobile end, and particularly for carrying out operation interaction with staff when work execution is wrong or man-machine interaction is needed.
And the efficiency evaluation unit comprises an efficiency billboard for the civilian universe of the cockpit, an efficiency billboard for department view angles and a process value maintenance management module. The civilian universe is used for recording performance evaluation data such as the number of processes, the number of work, the number of digital staff, working hours, the success rate of operation, the number of operation times and the like, monitoring conditions of process scheduling queues and business data, and generating a task record general profile and a statistical report at the same time: digital staff, flow execution success rate, flow execution business data and the like of a business department are displayed in the forms of bar charts, pie charts and the like, and besides a PC (personal computer) end, a user is supported to check statistical data at a mobile end; the efficiency billboard at the department view angle is used for displaying execution statistical data of all digital employees, processes and works of the department where the login user is located; the process value maintenance management comprises maintaining value data of digital staff, process business, compliance, cost reduction and efficiency improvement, and is used for calculating efficiency data of the process by combining with working data.
The operation management unit comprises a hi module for user demand management, a citizen module, an account management module, a right management module, a process work deadline (SLA) management module, a service development component sharing center and a digital employee one-week express report module which is directionally pushed at a mobile terminal. The hi, the citizen module is used for managing the construction requirements of the digital transformation information system submitted by the staff; the account management automatically performs employee account management after performing unified authentication with the company OA; the authority management is used for carrying out authority configuration on a user of the system, and the authority configuration comprises a menu, a button and a data level; the SLA management is used for maintaining the deadline of the process execution and monitoring and reminding the work which needs to be finished at a specific deadline point; the service development component sharing center is used for managing the authority and the use traceability information of the service components which can be multiplexed; the digital staff member reports quickly a week to push the efficiency data of the digital staff member to users in a specified range at a mobile terminal.
The system also comprises a process automation robot (also called as a digital employee) of the platform system, and the platform system establishes association with the process automation robot based on the intelligent scheduling unit; the deployment management module deploys the flow packages, the priorities of the flow packages can be set, and the scheduling plans corresponding to the flow packages are automatically started, run, recorded and stored in the data center.
The system also comprises a low code platform, an RPA platform, a data center platform, an AI platform and other tool platforms which are integrated and interacted to form a service component which can be developed conveniently, so that similar functions can be developed without developing codes from the beginning, and the reusability of the development results is improved.
The service scheduling unit and the process management unit jointly perform process project creation, mapping matching and processing.
The service scheduling unit is further configured to receive the service flow and an execution request of the service flow, generate the job according to the relevant information of the service flow, monitor the execution state and result of the job, and feed back the execution state and result of the job to the client.
The system also includes a trigger for formulating scheduled runs of the respective processes.
Through the mode, business system operations related to the enterprise operation management link can be integrated into a platform service with a consistent protocol, structure and interaction mode, and various application systems and business operations are connected to the greatest extent. And the flow arrangement and execution engine performs low-code and zero-code flow arrangement, scheduling and execution facing to the real business process.
Drawings
FIG. 1 is a schematic diagram of a super-automation platform system.
FIG. 2 is a block diagram of a super-automation platform system.
FIG. 3 is a flow diagram of a super-automation platform system.
FIG. 4 is a flow diagram of a super-automation platform system.
FIG. 5 is a flow chart of a super-automation platform system.
FIG. 6 is a diagram of an interface of a new process node for the super-automation platform system.
FIG. 7 is a summary diagram of an example of the operational flow of the super-automation platform system.
Detailed Description
Referring to fig. 1, the present invention provides a super-automation platform system, which includes: the system comprises a node arranging unit, a rule engine unit, a process arranging unit, a process management unit, an intelligent scheduling unit, an operation monitoring unit, a performance evaluation unit and an operation management unit. The node arranging unit is used for interfacing API, SDK, file interface, local database and even information system interface provided by various heterogeneous application systems in a low-code and zero-code mode, and converting the nodes into services which have better adaptability and are easy to call and are uniform in platform; the rule engine unit is used for performing logical operation processing on the data in an interface visual configuration mode and flexibly adapting to business development and management system change; the flow arrangement unit is respectively connected with the node arrangement unit and the rule engine unit and is used for arranging a complete flow according to real services, driving the node arrangement unit to complete node service execution, and processing node data through the rule engine unit to realize interface visualization; the flow management unit is used for carrying out closed-loop management on the arranged flows, such as starting, restarting, suspending, manual transferring, parameter modification and the like; the intelligent scheduling unit is used for managing an execution plan and a starting mode of the process; the operation monitoring unit is used for monitoring the operation state and the service data of a process example (hereinafter referred to as 'working'), finding risks in time and accurately prompting a corresponding administrator of the process to access and manage; the efficiency evaluation unit is used for recording performance evaluation data such as the number of processes, the number of work, the number of digital staff, the labor hour saving, the operation success rate, the operation times and the like, a process scheduling queue and the service data monitoring condition, and generating a task record general outline and a statistical report form at the same time, besides a PC (personal computer) end, a user is supported to check corresponding statistical data at a mobile end; the operation management unit is used for carrying out related management such as user account, authority and platform operation. .
The bottom layer of the super-automation platform system uses a Vue3 lightweight frame, and is developed flexibly and quickly. Element-UI, BPMN-JS and Admin management modules are integrated according to the platform design, and development is greatly simplified. And meanwhile, a Vue-Package mode is introduced, so that the problem of front-end cache pain points in the using process of a user is solved. On the basis that Tomcat serves as a server, springboot and SpringMVC serve as development frameworks, and Spring-Data-JPA serves as a persistence layer tool, an EasyDev development framework is developed, and business development is simplified. A Camunda engine is introduced as a basic component for flow arrangement and execution scheduling of the platform. SSO, SAToken and Redis in a company are used as a user unified login scheme, and are matched with self-developed roles and authority modules, so that a user can seamlessly access the super-automation platform and flexibly manage data. The storage layer uses a MySQL cluster and a MongoDB cluster, a data storage module of an open source Camunda engine is rewritten, and more flexible large data storage and more efficient query are supported. The terminal is connected with a jump heterogeneous application, such as: the method comprises the steps of nailing, low-code platforms and the like, and a multi-end interactive operation and maintenance system is built, so that a large number of digital processes and applications are supported to operate intensively, be visible and be managed on the platforms, and a security business digital twin space is created.
The design of the super-automation platform supports single sign-on and high availability, and introduces technologies such as session clusters, workflow engines, micro-services, registration centers and the like. And in the development process, a scrub agile management mode is used for realizing CI/CD continuous integration, continuous delivery and continuous deployment, and a Smartauto automatic test framework and automatic regression test are adopted. The platform supports various display forms such as APP, web, RESTful and the like, and data interaction is carried out in a lightweight JSON mode. The platform is designed with good expansibility, can be butted with all heterogeneous capabilities, shields the complexity of the heterogeneous platform and unifies the use modes of users.
The super automated platform system also involves the coordinated use of multiple technologies, tools or platforms. Including AI, event Driven Architecture (EDA), RPA, intelligent BPM suite (ibpms), integrated platform as a service (iPaaS), low code, and other types of decision, process, and task automation tools. While the power level integration of the ultra-automatic dimension reduction heterogeneous technology is difficult, the self-automatic automation is realized by integrating the systematic monitoring management capabilities of CMDB access, automatic monitoring operation and maintenance and the like and the self-developed business monitoring capability based on the rule engine.
On the whole, the super-automatic platform is an application system integrating 'research', 'use' and 'pipe'. The super-automatic platform is based on a Camunda workflow framework and combines a BPMN-based process engine to provide process arrangement and operation scheduling capabilities. The platform integrates various ecological capability platforms, operation and operation digital twins of the ecological capability platforms are generated on the platform to carry out intensive management and control, and power level is not increased while the various capabilities are applied to increase management and control complexity. The heterogeneous system communication and scheduling capability can meet complex service scenes, the operation and maintenance visual angle and the user visual angle are combined into a whole, and users can also clearly see the end-to-end operation condition through the flow chart and carry out interactive operation and maintenance operation. The platform is expanded on the basis of a DMN rule engine, and interface type rule configuration based on the Scale is established, so that dynamic data analysis decision is realized, and flow branch decision development is simplified. The iPaaS multi-source heterogeneous integration service and the rule engine realize the connection integration of low codes and zero codes. And the iBPMS flow arrangement and visualization realize the visual arrangement, scheduling and operation control of heterogeneous capacity. An integration Platform as a Service (iPaaS) technology has become a mainstream way to connect mobile, saaS, internet of things, big data, and local Service Line (LOB) systems. The ultra-automatic platform application iPaaS technology builds configured integration and integrated service around application integration and data integration, enables application developers to realize heterogeneous application integration and interactive data adaptation processing through an interface or database configuration mode with low threshold, greatly reduces integration cost and shortens development period.
In addition, a rule engine is applied to connect relevant data of complex services, rule events which can be automatically calculated are dynamically configured in a visual mode, and service development and management system change are flexibly adapted. Interaction between the PC end and the mobile end and users and technicians is supported, user and environment change behaviors are captured, and flow execution is adjusted. The business process is automatically executed as much as possible under the condition of monitoring, and data, examination and approval and responsibility are left in the place where the business process is located, so that the business process is widely used in the aspect of management automation.
The iBPMs (interactive Business Process Management Suite) and the intelligent Process Management technology help the application program to cooperate with people, machines and things through managing, arranging and automating the Business Process so as to convert and improve the Business value. The iBPMS is the core of process automation and ultra-integration of business and technology. The super-automation platform develops a service-oriented visual flow arrangement kernel based on an open source framework Camunda, and is used for arranging connected working nodes (HTTP service, RPA, low code flow or service and even working links of offline manual processing) into a flow and performing end-to-end execution scheduling on the flow.
Referring to FIGS. 2-4, FIGS. 2-4 are flow charts of a super-automation platform system. The flow arrangement unit is used for constructing service flow paths, associating each service flow path with the type of a node, and correspondingly configuring the sending parameters and the receiving parameters of the node so as to facilitate zero code arrangement during flow arrangement; the user can program the nodes, which can be reused by subsequent process programming. And configuring the type of the node, indicating which heterogeneous platform the node is docked with, and configuring the sending parameters and the receiving parameters of the node so as to facilitate zero code arrangement during flow arrangement. The configuration of node types, adaptation to various platforms requires fields to identify each platform. Meanwhile, in order to support flexibility in process arrangement, a sending parameter and a receiving parameter need to be configured in a node, and the parameters support a process variable parameter, a system parameter and a built-in function parameter.
The flow management unit is used for responding to a node path request of a user service; the user can arrange the business process by himself. The user 'what you see is what you get' drags the formula and constructs own business process, and manages the basic attribute of process, such as: the method comprises the steps of process owner, operation and maintenance person, notifier, process affiliated department, process SLA attribute, setting the operable and maintainable operation of each node and the like. And freely selecting nodes when the process is arranged. Variables defined in the node may be set twice at choreography, supporting configuration run timeout and node operational behavior (pause, skip, etc.). The process needs to support information such as a maintenance process owner, an operation and maintenance person, a notifier, a affiliated department, SLA and the like.
The intelligent scheduling unit is used for scheduling a page to check the scheduling condition of the business process and the work to be executed in each time period; the user can view the scheduling flow on the scheduling page and also view the work to be executed in each time period. In business requirements, the flow needs to be started regularly. The scheduling module may set the scheduling condition of the flow, such as: every transaction day, or the last transaction day of the month. The management personnel can clearly carry out flow scheduling management through the scheduling module, and can check the flow scheduling condition of a week at the same time, thereby realizing the overall management of all the works. The flow needs to support different scheduling modes, for example: each day or each trading day is performed at a specified time.
The operation monitoring unit is used for acquiring the execution result of the node continuously monitored by the node state thread, updating the state and the result of the node and simultaneously pushing work to carry out the next node. The operation monitoring unit is one of core modules of the super-automation platform, and the state change in the process of flow operation is promoted by designing and appointing a working operation mode, an overtime mode and a notification mode. A job is a running instance of a process. The administrator and the business personnel of the platform can quickly check all work and corresponding processes of today through the function, such as: work that is running, work that is about to run, work that fails to execute, etc. The user can view the work in various states of being run today, about to run, alarming, completed, etc. The user may perform operations on data in the flow or on nodes of the flow. In the process of flow operation, data and execution states in the flow can be managed through a webpage or a mobile terminal interactive card, for example: the operation parameters in the process are adjusted, the process operation and maintenance operations such as the process are suspended and terminated, the operation of the intervention process in an abnormal scene is supported, and the flexibility of service execution is ensured. After the process is started, corresponding work and node execution actions are generated, and the operation monitoring unit comprises a jobmodule and a node _ info module. The job module represents the operation information of the work, including the flow type of the work, the operation state of the work, the estimated operation time, the actual operation time, the overtime time, the circulation people and the like of the work. And the overtime thread of the work can continuously detect the data of the jobmodule to judge whether the work is overtime, and when overtime happens, the work state can be updated and the web page end and the mobile end can be reminded. The node _ info module contains node operation information of each operation, including operation state of the node, belonging operation, timeout time, tracking ID, and the like. The node execution thread continuously checks the module to see if the node times out and needs execution. And acquiring a node state thread to continuously monitor the execution result of the node, and if the execution state of the node changes, changing the state and the result of the node _ info module in time and simultaneously pushing work to carry out the next node.
Referring to fig. 5-7, the specific process sequence implementation steps are as follows:
1) According to the selected node type (RPA, low code, HTTP, etc.), the corresponding required parameters are configured.
2) A new process is established:
newly adding a flow, and filling basic flow information;
after filling in basic information of the process, selecting and arranging the process;
dragging elements (conventional nodes, judgment nodes and the like) from the left side of the canvas, selecting nodes which are arranged from a drop-down frame, selecting configuration items (executable operation, node timeout time, service monitoring and the like), and finally submitting a flow, wherein a flow template is generated;
3) Configuring flow scheduling information:
newly creating flow scheduling information, selecting a flow name to be scheduled, filling relevant information of a trigger, starting the trigger by default after storage, and automatically generating the current-day flow work by a background system according to the scheduling information at zero point every day
For the trigger, operations such as 'forbidding', 'instant starting', 'reserved starting' and the like are supported
4) The process is operated:
running heart-working today, looking at all the flow instances (hereinafter referred to as working) of the day, the flow nodes run intensive management and control, and the state can be seen
When the process running condition is visible in the super-automatic platform, the mobile terminal receives the message, when the process running is abnormal, the process state can be changed into 'alarm' and the mobile terminal message is triggered to the corresponding process notification and operation and maintenance personnel, man-machine interaction is realized, and the process operation and maintenance personnel can carry out operation and maintenance operations (running again, manual operation, suspension and the like) on the working and node at the PC terminal or the mobile phone terminal.
The super-automation platform system also comprises a robot and an AI center module which are connected with the platform system, and the platform system establishes a flow based on the management center module and is connected with the robot in parallel; the process package is deployed through the process deployment unit, the priority of the process package can be set, and the task plan corresponding to the process package is operated, recorded and stored in the data center. The AI center module performs license recognition, bill recognition, general character recognition, voice recognition, image classification, data mining and anomaly detection. The service scheduling unit and the process management unit jointly perform process project creation, mapping matching and processing.
The invention will be further illustrated with reference to specific examples.
For example, taking the large-amount money-out management of customers who have more customer complaints, the dispatching management of security and tender tickets, the payment reminding of medium sign, the automatic exhibition period of quotation and repurchase, the commission service commission adjustment for reducing the income of companies due to untimely operation or resource scheduling, and the like as examples, the system is built and modified and the flow and data are communicated through a super-automatic research and development system mainly in the following aspects, so that the internal cooperative efficiency improvement, the in-place customer reminding and the convenient operation of customers are realized. Through low code application development tool, breakpoint links such as running sign, manual standing book, "shout" cooperation in the internal operation process are online, and through supervision reminding based on the rule, cover the undertaking contact of PC end and removal end, many-to-many's chaotic condition between people, machine, the affairs is improved, "urging officer" releases in the substantive business work, handle and possess the unified data of bore promptly, let the affairs orderly and the visual development, greatly improve synergistic efficiency. Besides low cost, short period and opportunity to meet a large number of long tail requirements, the method can fully and timely respond to changes of business and management systems and trial and error of new business and new flow.
For another example, before the adjustment management of the security guarantee and the target bond of the financing and financing service of the securities company is modified, it is difficult to search the bond adjustment reason, because the adjustment list is stored in the network disk of the company as an Excel file, and the business personnel will be very worried when the customer manager helps the customer to ask the adjustment reason of a certain bond. After transformation, the adjustment reasons of all the coupons are directly sent to the adjustment notice of the client, and an automatic answering robot is arranged in a communication group of business personnel and a client manager or two-party special staff, so that the client manager can obtain information by self and completely release the business personnel in the consultation work. In addition, the system and the scheduling service are connected through the super-automation platform. The dispatching interface with the interface, the dispatching data of the driving data center capable of analyzing the local database without the interface, the local database without determining the access logic or even without the RPA of the local database are realized, the services are integrated, connected, dispatched and driven by the super-automation platform, and the automation of examination and approval flow communication, rule calculation and data calculation is realized. Under the condition of not invading the operation logic of core service systems such as financing and financing coupons, the data linkage and flow intercommunication are realized. Automatic operation improves customer service timeliness. Undertaking operations such as counter adjustment, commission ratio adjustment, etc. are automated.
Specifically, nodes are arranged in a zero code/low code mode in a super-automation platform, and then the nodes are connected in series through flow arrangement to form a complete task flow; configuring scheduling information for the process, and triggering the process to run at regular time; and business and operation and maintenance personnel check the working process on the super-automation platform and carry out man-machine interactive operation and maintenance. Taking the daily adjustment process of the vouchers of the guarantee voucher as an example, the data interconnection and intercommunication, the whole process progress visualization and the zero code operation and maintenance of the heterogeneous tool application at a low code level are realized through the super-automation platform. The 13 working nodes are associated through node arrangement and process arrangement, and multiple tasks such as automatic data capture, data processing, file making, counter data maintenance, automatic approval process initiation, official website article release and the like are realized. The low-code connection heterogeneous application, zero-code scheduling and operation and maintenance support the online visualization of the whole flow and the interactive operation and maintenance of the mobile terminal while saving the manual operation time. The specific operation is as follows:
1) Node arrangement:
daily adjustments are divided into 13 working nodes, and corresponding required parameters are configured according to the selected node type (RPA, low code, HTTP and the like). Taking the first node of the process, "guarantee date adjustment-judgment of whether the file exists in the network disk" as an example, this is a working node that executes operations by using the RPA. After the RPA process is written by using an RPA development tool, the node type is selected as the RPA when the platform is arranged, and the node input and output parameters and the field requiring the returned data volume are configured for data interaction when the associated nodes are connected in series. The name of the folder and the name of the process are the folder and the name stored in the RPA development tool, so that the corresponding code is called and executed when the node runs. The super-automation platform interfaces with various heterogeneous tools, including RPA, low code (cloud pivot-cooperative low code friend), DB service of the data center platform, etc. The heterogeneous tools can be connected through zero-code and low-code interface operation, and can be uniformly executed and managed in the platform.
2) A flow arrangement process:
after arranging 13 working nodes, combining the nodes and carrying out flow arrangement; firstly, filling the basic information of the process; secondly, editing the flow, dragging elements (conventional nodes, judgment nodes and the like) from the left side of the canvas, selecting edited nodes from a drop-down frame, selecting configuration items (executable operation, node timeout time, service monitoring and the like), finally submitting the flow, and generating a flow template; in the process of programming, the zero code mode is supported to be used for associating each node according to the service logic. By taking the judgment of whether the network disk file exists as an example, the mutual exclusion gateway configured in a zero-code mode can realize the branch execution work above when the network disk file exists; when the network disk file does not exist, the lower branch is taken to execute the work of 'going to deep certificate and grabbing data'. In this scenario, for a work branch without mutual dependency relationship, multiple data can be processed and an approval process can be initiated at the same time, so that the operation efficiency is improved.
3) Configuring flow scheduling information:
newly building flow scheduling information, selecting a flow name to be scheduled, filling relevant information of a trigger, starting the trigger by default after storage, and automatically generating the current-day flow work by a background system according to the scheduling information at zero point every day; for the trigger, operations such as "disable", "start immediately", "reserved start" and the like are supported.
4) The process is operated:
when the operation center-work today is carried out, the intensive management and control of the operation of all the process nodes of the process instance (hereinafter referred to as work) today is checked, the state is visible, and when the operation condition of the process is visible in the super-automatic platform, the mobile terminal receives a message; when the process operation is abnormal, the process state is changed into 'alarm' and the mobile terminal message is triggered to the corresponding process notification and operation and maintenance personnel. And (3) man-machine interaction, wherein operation and maintenance personnel in the process can carry out operation and maintenance operations (such as running again, manual operation, suspension and the like) on the working and node at the PC end or the mobile phone end.
For another example, in a large-amount money-out degree management scene of a client, the counter, an online transaction App central station and the daily quota data of an online bank are communicated to realize the automatic calculation of the adjustment target amount of the client, and the RPA process does not need to do complex calculation or a plurality of cross-system operations and only needs to adjust the money-out degree of the client to a specified value on the counter. And the interaction function is completed at the client using terminal. Aiming at various scenes, the corresponding interaction function is perfected on the online transaction App and the WeChat public number which are convenient for reaching the client, and convenience is provided for the client as far as possible within the management system range. For example, when the client fails to pay due to excess amount, the client is guided to fill in a large amount paying reservation application, and when the security is called out or the conversion rate is reduced, a prompt is sent to the client who mortgage the corresponding securities at a trading terminal, weChat and a short message.
The embodiments described above are presented to facilitate one of ordinary skill in the art to understand and practice the present invention. It will be readily apparent to those skilled in the art that various modifications to these embodiments may be made, and the generic principles described herein may be applied to other embodiments without the use of the inventive faculty. Therefore, the present invention is not limited to the embodiments described herein, and those skilled in the art should make modifications and alterations to the present invention in light of the present disclosure.
Claims (7)
1. A super-automated platform system, the system comprising:
the node arranging unit is used for interfacing API, SDK, file interfaces, local databases and information system interfaces provided by various heterogeneous application systems in a low-code and zero-code mode, and converting the interfaces into uniform services which have better adaptability and are easy to call;
the rule engine unit is used for performing logical operation processing on data in an interface visual configuration mode and flexibly adapting to business development and management system change;
the flow arrangement unit is respectively connected with the node arrangement unit and the rule engine unit and is used for arranging a complete flow according to real services, driving the node arrangement unit to complete node service execution, and processing node data through the rule engine unit to visualize an interface;
the flow management unit is used for carrying out closed-loop management of starting, restarting, suspending and manual transferring on the arranged flow and supporting the execution intervention of the work of the staff at the mobile terminal;
the intelligent scheduling unit is used for managing an execution plan and a starting mode of the process;
the operation monitoring unit is used for monitoring the operation state and the service data of the work, finding risks in time and accurately prompting a corresponding administrator of the process to access the management;
the efficiency evaluation unit is used for recording the performance evaluation data such as the flow quantity, the work quantity, the digital staff quantity, the working hour saving, the operation success rate, the operation times and the like, the flow scheduling queue and the service data monitoring condition, and simultaneously generating a task record general view and a statistical form: digital staff, flow execution success rate and flow execution business data of a business department are displayed in a bar chart or a pie chart mode, and besides a PC (personal computer) end, a user is supported to check statistical data at a mobile end;
and the operation management unit is used for carrying out related management on the user account, the authority and the platform operation.
2. The super-automated platform system according to claim 1, wherein:
the node arranging unit comprises the functions of adding, modifying, deleting and inquiring low-code platform application, RPA platform flow, data-in-data platform data service, data center data transmission task, HTTP protocol service, webService protocol service, information system application of file interfaces, flow and data connection arranging;
the rule engine unit comprises the steps of adding, arranging, modifying, deleting and inquiring rule engine nodes;
the process arrangement unit comprises the steps of adding, arranging, starting immediately, exporting, modifying, deleting and inquiring a service process, wherein the arrangement refers to configuring each node and a rule engine node into a process node according to the service process, supporting the selection of the arrangement node during the arrangement, setting the name of the process node, setting the interactive intervention operation of the node, setting the overtime early warning and overtime stop configuration of the node, and setting the running service monitoring configuration of the node;
the process management unit comprises a digital employee management module, a digital employee 360 module, a process management module, a work management module, a parameter management module, a credential management module and a deployment management module, and is used for supporting the execution of starting, restarting, suspending and manual operation on the arranged process;
the intelligent scheduling unit comprises a new adding, modifying, forbidding, checking work, starting immediately, starting in a reservation mode, and a work scheduling table of the current week and the current flow;
the operation monitoring unit comprises an operation center, service monitoring configuration, a service monitoring list and interaction of work and nodes;
the efficiency evaluation unit comprises an efficiency billboard for the civilian universe of the cockpit, an efficiency billboard for a department view angle and a process value maintenance management module;
the operation management unit comprises a user demand management module hi, a citizen, an account management module, a permission management module, a flow work deadline management module, a service development component sharing center and a digital staff one-week quick report module which is directionally pushed at a mobile terminal.
3. The super-automated platform system according to claim 2, wherein: the system also comprises a process automation robot of the platform system, and the platform system establishes association with the process automation robot based on the intelligent scheduling unit; the process automation robot deploys the process packages through the deployment management module, can set the priorities of the process packages, and automatically starts, operates, records and stores a scheduling plan corresponding to the process packages to the data center.
4. The super-automated platform system according to claim 1, wherein: the method also comprises the step of carrying out integration and interaction with tool platforms such as a low code platform, an RPA platform, a data center platform, an AI platform and the like to form a service component which can be developed conveniently, so that codes are not required to be developed from beginning in the development of similar functions, and the reusability of the development results is improved.
5. The super-automated platform system according to claim 1, wherein: the service scheduling unit and the process management unit jointly perform process project creation, mapping matching and processing.
6. The super-automated platform system according to claim 5, wherein: the service scheduling unit is further configured to receive the service flow and the execution request of the service flow, generate the job according to the relevant information of the service flow, monitor the execution state and result of the job, and feed back the execution state and result of the job to the client.
7. The super-automated platform system according to claim 1, wherein: the system also comprises a trigger which is used for carrying out the operations of 'forbidding', 'immediate starting' and 'reserved starting' so as to set the flow node and the working state.
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Cited By (3)
Publication number | Priority date | Publication date | Assignee | Title |
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CN116527645A (en) * | 2023-07-05 | 2023-08-01 | 杭州实在智能科技有限公司 | Method and system for controlling integrated RPA flow of terminal of Internet of things |
CN117724872A (en) * | 2023-12-29 | 2024-03-19 | 福州创汇昇信息科技有限公司 | Enterprise data intelligent operation system based on AIGC |
CN118552205A (en) * | 2024-07-16 | 2024-08-27 | 深圳市荣信诚科技有限公司 | Intelligent service method and computer equipment applied to intelligent community |
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Cited By (4)
Publication number | Priority date | Publication date | Assignee | Title |
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CN116527645A (en) * | 2023-07-05 | 2023-08-01 | 杭州实在智能科技有限公司 | Method and system for controlling integrated RPA flow of terminal of Internet of things |
CN116527645B (en) * | 2023-07-05 | 2023-10-13 | 杭州实在智能科技有限公司 | Method and system for controlling integrated RPA flow of terminal of Internet of things |
CN117724872A (en) * | 2023-12-29 | 2024-03-19 | 福州创汇昇信息科技有限公司 | Enterprise data intelligent operation system based on AIGC |
CN118552205A (en) * | 2024-07-16 | 2024-08-27 | 深圳市荣信诚科技有限公司 | Intelligent service method and computer equipment applied to intelligent community |
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