Process approval method and device

A technology of process and approval status, applied in the computer field, can solve the problems of long investment cycle, increased risk of misoperation, and low efficiency of process approval

Pending Publication Date: 2020-11-03
TAIKANG LIFE INSURANCE CO LTD +1
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0005] 2. Long investment cycle and frequent changes in investment factors
[0009] 1) The staff rely on work experience and subjective judgments to process the approval process, which hinders data sharing between related systems on the one hand, and increases the risk of misoperation on the other hand;
[0010] 2) For business operations with frequent changes in approval elements, the general office approval process cannot carry out reasonable process approval and control, the process approval efficiency is low, and there are compliance risks

Method used

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  • Process approval method and device
  • Process approval method and device
  • Process approval method and device

Examples

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Embodiment Construction

[0035] Exemplary embodiments of the present invention are described below in conjunction with the accompanying drawings, which include various details of the embodiments of the present invention to facilitate understanding, and they should be regarded as exemplary only. Accordingly, those of ordinary skill in the art will recognize that various changes and modifications of the embodiments described herein can be made without departing from the scope and spirit of the invention. Also, descriptions of well-known functions and constructions are omitted in the following description for clarity and conciseness.

[0036] In order to solve the technical problems existing in the prior art, the present invention provides a method and device for process approval, which can electronically process the approval process of alternative investment, aiming at improving the operating efficiency of asset management companies in alternative investment, while reducing Compliance risk. The idea of...

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PUM

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Abstract

The invention discloses a process approval method and device, and relates to the technical field of computers. One specific embodiment of the method comprises the steps: obtaining an investment operation request input by a user through a terminal, and determining an asset object corresponding to the investment operation request and a related instruction element set; generating an investment operation instruction according to the instruction element and the value of the instruction element input by the user through the terminal, and triggering an approval process, wherein the investment operation instruction has a state code for identifying a submission state, an approval state and a supplementary approval state of the investment operation instruction; in the approval process, when it is detected that instruction elements of the investment operation instruction are changed, the investment operation instruction is updated according to the values of the changed instruction elements, a supplementary approval process is triggered, and the supplementary approval state of a state code of the investment operation instruction is updated; and when the approval state of the investment operation instruction is judged to be approval completion according to the state code, flow approval is completed. According to the embodiment, the operation efficiency of an asset management company can beimproved.

Description

technical field [0001] The invention relates to the field of computer technology, in particular to a method and device for process approval. Background technique [0002] With the development of the asset management industry, the scope of investment business continues to expand, covering both mainstream investments in the public market and alternative investments in the non-public market. For alternative investment fields, compared with public market investment, it has the following characteristics: [0003] 1. The investment process is non-standardized, with a high degree of manual participation [0004] In the public market, investment operations have a standardized process, which can be highly automated with the help of computer systems; while in the non-public market, each alternative investment corresponds to a differentiated investment operation, and the process mainly relies on manual operations; [0005] 2. Long investment cycle and frequent changes in investment f...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/10G06Q40/06
CPCG06Q10/103G06Q40/06
Inventor 王文俊张翔
Owner TAIKANG LIFE INSURANCE CO LTD
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