Automatic synchronization bookkeeping method and apparatus

An automatic synchronization and billing technology, applied in the information field, can solve problems such as error-prone, inefficient, and cumbersome, and achieve the effect of avoiding errors and improving efficiency

Inactive Publication Date: 2018-11-16
万惠投资管理有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

There are mainly two commonly used bookkeeping methods, namely manual bookkeeping and electronic bookkeeping. The two bookkeeping methods have one thing in common, that is, people need to record their investment and financial management data one by one. Recording, and this recording method often makes the recording process lengthy, cumbersome, error-prone, and inefficient

Method used

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  • Automatic synchronization bookkeeping method and apparatus
  • Automatic synchronization bookkeeping method and apparatus
  • Automatic synchronization bookkeeping method and apparatus

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0052] figure 1 It is a flowchart of an automatic synchronous accounting method provided by an embodiment of the present invention, and the method includes the following steps:

[0053] Step S101, acquiring user authorization information, which includes user ID, password and / or verification code.

[0054] In this embodiment, the user authorization information may specifically be a user ID and password, or a user ID and verification code, or a user ID, password and verification code.

[0055] As an optional implementation manner, obtaining user authorization information may specifically be obtaining user authorization information entered by the user. For example, when the user manually enters the user authorization information on the interface of the third-party platform, the manually entered user authorization information is obtained.

[0056] In this embodiment, obtaining user authorization information may specifically be obtaining user authorization information in a user a...

Embodiment 2

[0075] figure 2 It is a flowchart of an automatic synchronous accounting method provided by an embodiment of the present invention, and the method includes the following steps:

[0076] Step S201, acquiring user authorization information, which includes user ID, password and / or verification code.

[0077] Step S202, sending user authorization information to a third-party platform for identity authentication.

[0078] Step S203, receiving the original investment data sent by the third-party platform after successful authentication.

[0079] Step S204, performing regular matching on the original investment data.

[0080] In this embodiment, the keywords of investment and financial management data can be set, and the keywords of investment and financial management data can be keywords such as investment amount, expected income, comprehensive annualization, payment return date, etc. When identifying the original investment data, regular Match the keywords of the set investment...

Embodiment 3

[0088] image 3 A schematic structural diagram of an automatic synchronization accounting device provided by an embodiment of the present invention is shown. image 3 The automatic synchronization accounting device, including:

[0089] The user authorization information obtaining module 310 is configured to obtain user authorization information, which includes user ID, password and / or verification code.

[0090] A sending module 320, configured to send user authorization information to a third-party platform for identity authentication.

[0091] The receiving module 330 is configured to receive the original investment data sent by the third-party platform after successful authentication.

[0092] An identification module 340, configured to identify the original investment data.

[0093] Extraction module 350, configured to extract detailed investment data.

[0094] The bill generating module 360 ​​is configured to generate the user's investment and wealth management bill. ...

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PUM

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Abstract

The invention provides an automatic synchronization bookkeeping method and apparatus. The automatic synchronization bookkeeping method comprises the following steps: acquiring user authorization information, wherein the user authorization information comprises a user ID, a password, and / or a verification code; sending the user authorization information to a third party platform to perform identityauthentication; receiving original investment data sent after the third party platform is successfully authenticated; identifying the original investment data, extracting investment detail data, andgenerating an investment and finance bill of the user; and storing the investment and finance bill. By adoption of the automatic synchronization bookkeeping method and apparatus provided by the invention, the investment and finance data of people can be recorded quickly, accurately and effectively, corresponding investment and finance bills are generated and stored, people can check the generated investment and finance bills to clearly know the specific situations of investment and finance, the bookkeeping efficiency is greatly improved, and the bookkeeping information errors are well avoided.

Description

technical field [0001] The present invention relates to the field of information technology, in particular to an automatic synchronization accounting method and device. Background technique [0002] With the continuous progress of society and the continuous improvement of people's living standards, people's awareness of personal investment and financial management is gradually increasing. [0003] At present, there are many types of personal investment and wealth management products on the market, and people have begun to rationally plan their own assets and make corresponding investment and wealth management products. [0004] As a part of people's personal financial management, bookkeeping plays a more important role in people's personal investment and financial management. There are mainly two commonly used bookkeeping methods, namely manual bookkeeping and electronic bookkeeping. The two bookkeeping methods have one thing in common, that is, people need to record their ...

Claims

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Application Information

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IPC IPC(8): H04L29/06H04L29/08G06Q40/06
CPCG06Q40/06H04L63/083H04L63/0876H04L63/0884H04L67/1095
Inventor 欧立坚聂增明
Owner 万惠投资管理有限公司
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