CN113282425A - An immersive robotic process automation application system, platform and method - Google Patents
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Abstract
本发明公开了一种沉浸式机器人流程自动化应用系统、平台及方法，包括持久层、服务层、介入层和客户端，所述持久层为第一层，所述持久层包括各类数据工具、业务数据、日志、指标、任务队列和文件内容；所述服务层为第二层，所述服务层为提供各类技术服务的工具，所述工具包括RPA服务、OCR服务、NLP服务和机构服务；所述介入层为第三层，所述介入层包括各类Web资源、认证和任务；所述客户端为第四层，所述客户端包括各类业务系统以及运行在这些系统中的展示卡片、辅助录入、辅助审核和跨系统业务操作应用，本发明属于信息技术领域，具体是指一种沉浸式机器人流程自动化应用系统、平台及方法。
The invention discloses an immersive robot process automation application system, platform and method, comprising a persistence layer, a service layer, an intervention layer and a client, wherein the persistence layer is the first layer, and the persistence layer includes various data tools, Business data, logs, indicators, task queues and file content; the service layer is the second layer, and the service layer is a tool for providing various technical services, including RPA services, OCR services, NLP services and institutional services ; The intervention layer is the third layer, and the intervention layer includes various Web resources, authentication and tasks; the client is the fourth layer, and the client includes various business systems and displays running in these systems. The invention relates to a card, an auxiliary input, an auxiliary audit and a cross-system business operation application, which belongs to the field of information technology, and specifically refers to an immersive robot process automation application system, platform and method.
Description
Technical Field
The invention belongs to the field of robot process automation application development, and particularly relates to an immersive robot process automation application system, platform and method.
Background
With the development and application of information technology, various business systems have been built by many enterprises, government departments and public institutions, and in order to improve the repeatability of the system or the operation of a large amount of work, improve the efficiency and reduce errors, the system needs to be modified and upgraded. The technology has the defects that the original service system can be modified and damaged, new problems can be caused, and the technology is long in time consumption and high in cost.
RPA: robot process automation (robot process automation), a lightweight application technology, can replace or assist humans to complete repetitive work and tasks in digital devices such as computers, mobile phones, and the like.
OCR: optical Character Recognition (Optical Character Recognition) refers to a process in which an electronic device examines a Character printed on paper, determines its shape by detecting dark and light patterns, and then translates the shape into a computer text using a Character Recognition method.
Disclosure of Invention
In order to solve the problems, the invention provides an immersive robot process automation application system, a platform and a method, which operate in the existing business system in a non-invasive manner without any modification to the original system. The technology has the advantages that the original service system cannot be modified and damaged, new problems cannot be caused, the deployment speed is high, and the efficiency is high. By applying the technologies, the method provides automatic auxiliary service for business operation of users, improves the efficiency of handling various businesses, reduces the error probability, mines the data value and provides decision support service for the users.
In order to realize the functions, the technical scheme adopted by the invention is as follows: an immersion type robot process automation application system comprises a persistence layer, a service layer, an intervention layer and a client, wherein the persistence layer, the service layer, the intervention layer and the client are sequentially arranged upwards from a first layer, the persistence layer is the first layer, and the persistence layer comprises various data tools, business data, logs, indexes, task queues and file contents; the service layer is a second layer, the service layer is a tool for providing various technical services, the tool comprises RPA service, OCR service, NLP service and mechanism service, and the services provide interfaces in an API mode or WebSocket mode; the intervention layer is a third layer, comprises various Web resources, authentications and tasks and is an important channel connected with the client; the client side is a fourth layer and comprises various service systems, display cards, auxiliary input, auxiliary audit and cross-system service operation applications which are operated in the systems.
The invention also comprises an immersion type robot process automation application platform, which comprises a development tool, an operation tool and a control center; the development tool is used for establishing a configuration or design robot of the software robot, a developer can execute a series of instructions and decision logic for the robot to program through the development tool, the development process and codes of a development platform are relatively simple, the requirement on development personnel is low, and some users without IT background can also learn and use the development platform quickly; operating a tool: after the development work is finished, a user can use the tool to operate the existing software robot and can also look up the operation result; the control center is mainly used for deployment and management of the software robot.
Further, the development tool comprises a recorder, a plug-in and a visual flowchart, wherein the recorder is used for configuring the software robot, like a macro function in Excel, the recorder can record each mouse action and keyboard input which occur in a User Interface (UI), the plug-in/extension enables the configured software robot to run simply, most platforms provide a plurality of plug-ins and extension applications, the visual flowchart development platform is provided with flowchart visualization operation, and the visual flowchart comprises a flowchart view, a visual view and a source code view which respectively correspond to the requirements of different users.
Further, the control center includes starting operation of the robot, stopping operation of the robot, making a schedule for the robot, maintaining and issuing codes, redeploying different tasks of the robot, and managing licenses and certificates, and when the software robot needs to be operated on a plurality of PCs, the robots can be controlled by the controller in a centralized manner, such as uniform distribution flow, uniform setting of starting conditions, and the like.
The technical research and development process of the immersive robot process automation application platform comprises the following steps:
1) developing and configuring a process; making a detailed instruction and issuing the detailed instruction to a machine, wherein the detailed instruction specifically comprises application configuration, data input, client file verification, test data creation, data loading and report generation;
2) the software robot executes the operation; the service user distributes tasks to the robot through the control center and monitors the activities of the tasks, the flow operation is realized into an independent automatic task and is executed by the software robot, the robot interacts with various application systems through a user interface, the operation of human beings is completely simulated, and daily labor-intensive and repeated tasks are automatically executed;
3) user review and upgrade;
4) after the system is run, the user checks and verifies the run results, reviews and resolves any exceptions or upgrades.
The invention also includes a method for immersive robot process automation application, comprising the following steps:
1) a user logs in an existing service system;
2) the non-invasive application automatically starts and detects the information of the login user;
3) a user enters a service operation interface;
4) the non-invasive application automatically identifies and retrieves relevant data according to operation and interface information, then calls a corresponding immersive data card from a background according to an identification result, and automatically switches the card types according to a service scene; the system displays data and executable operation buttons on the cards, the cards are displayed at the positions designated by the user operation interface, if the user does not need the data and information on the cards, the cards can be hidden, and icons can be clicked to display;
5) after the user finishes the operation, the user quits the interface, and the system performs filing or pushing operation on the data according to a preset program;
6) the user exits the system after finishing all operations;
7) the non-invasive application saves the data and the operation process into a file, and then exits the system to close the application.
The invention adopts the structure to obtain the following beneficial effects: the immersion type robot process automation application system, the platform and the method provided by the invention have the following advantages:
1. when the RPA is deployed by an enterprise, the existing information system of the enterprise does not need to be changed, so that the iceberg of a legacy system can be avoided;
2. the method has very strong flexible configuration, can be very close to the own business of an enterprise, realizes seamless combination, and can ensure that the technology can fall to the ground from small to large in the enterprise;
3. the system can help enterprises or employees to complete repeated and monotonous flow work, reduce manual errors, improve operation efficiency and reduce operation cost;
4. the system helps enterprises to start keys for digital transformation, accelerates digital transformation, and has the advantages of digitally driving efficient service innovation and quickly implementing verification service flow;
5. quickly seizing value space, cost reduction and efficiency improvement: reduce the operation cost, promote work efficiency, based on data decision wisdom flow:
6. the method has the advantages that the pain point of an enterprise is known, the delivery is quickly responded, and the experience of bottom-layer staff is not interfered by quick connection:
7. reduce repeated labor and encourage staff innovation.
Drawings
Fig. 1 is a flow chart of an immersive robot process automation application method of the present invention;
fig. 2 is a block diagram of an immersive robot process automation application system according to the present invention;
fig. 3 is a timing flowchart of an immersion robot process automation application system according to the present invention;
fig. 4 is a diagram of an immersion-type robot process automation application system according to a first embodiment of the present invention;
fig. 5 is a second embodiment of an immersive robot process automation application system according to the present invention;
fig. 6 is a third embodiment of an immersive robot process automation application system according to the present invention;
fig. 7 is a table illustrating complexity evaluation of the process of the automated application system of the immersion robot according to the present invention;
fig. 8 is a flowchart of an integrated development schedule of an automated application system for an immersive robot process according to the present invention.
Detailed Description
The technical solutions of the present invention will be described clearly and completely with reference to the accompanying drawings, and it should be understood that the described embodiments are some, but not all embodiments of the present invention. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
In the description of the present invention, it should be noted that the terms "center", "upper", "lower", "left", "right", "vertical", "horizontal", "inner", "outer", etc., indicate orientations or positional relationships based on the orientations or positional relationships shown in the drawings, and are only for convenience of description and simplicity of description, but do not indicate or imply that the device or element being referred to must have a particular orientation, be constructed and operated in a particular orientation, and thus, should not be construed as limiting the present invention. Furthermore, the terms "first," "second," and "third" are used for descriptive purposes only and are not to be construed as indicating or implying relative importance. The present invention will be described in further detail with reference to the accompanying drawings.
As shown in fig. 1 to 8, the technical architecture of the immersive robot process automation application system of the present invention is divided into four layers, where the first layer is a persistent layer, and includes various data tools and contents such as service data, logs, indexes, task queues, and files; the second layer is a service layer and comprises tools for providing various technical services, including RPA service, OCR service, NLP service, mechanism service and the like, wherein the services provide interfaces in an API mode or Websocket mode; the third layer is an intervention layer which comprises various Web resources, authentication, tasks and the like and is an important channel connected with the client; the fourth layer is a client, which applies various service systems, data display cards, auxiliary input, auxiliary audit, cross-system service operation and the like which are operated in the systems.
The invention also comprises an immersion type robot process automation application platform, wherein the technical platform comprises three parts, namely a development tool (creator), an operation tool (laborer) and a control center (commander).
Development tool
The development tool is mainly used for establishing the configuration of the software robot or designing the robot. Through the development tool, a developer can program the robot to execute a series of instructions and decision logic. The development flow and the code of the development platform are relatively simple, the requirement on development personnel is low, and some users without IT background can learn and use the development platform quickly.
The development tool mainly comprises a recorder, a plug-in and a visual flow chart.
A recorder: also known as "screen recording" to configure the software robot. Like the macro function in Excel, the recorder can record every mouse action and keyboard input that occurs in the User Interface (UI).
Plug-in/extension: in order to make the configured running software robot simple, most platforms provide many plug-ins and extension applications.
Visualization flow chart: the development platform is provided with flow chart visualization operation, and comprises three views (a flow view, a visualization view and a source code view) which respectively correspond to the requirements of different users.
Running tool
After the development work is finished, the user can use the tool to operate the existing software robot and can also look up the operation result.
Control center
The control center is mainly used for deployment and management of the software robot. Including starting/stopping the operation of the robot, making a calendar for the robot, maintaining and publishing codes, redeploying different tasks for the robot, managing licenses and credentials, etc. When software robots need to run on a plurality of PCs, the robots may be centrally controlled by a controller, for example, to uniformly distribute a flow, uniformly set start conditions, and the like.
The technological research and development process includes three steps.
The first step is as follows: and (5) developing and configuring the process. Developers formulate detailed instructions and publish them to machines, including specifically application configuration, data entry, validation of client files, creation of test data, data loading, and report generation.
The second step is that: and the robot is executed by the software robot. The service user can distribute tasks to the robots through the control center and monitor the activities of the robots, and the process operation is realized into independent automatic tasks to be executed by the software robots. The robot is located in a virtual or physical environment, does not need to open any interface with the system, only needs to interact with various application systems (including ERP, SAP, CRM, OA and the like) through a user interface, completely simulates human operation, and automatically executes daily labor-intensive and repeated tasks.
The third step: user review and upgrade
After the system is run, the user checks and verifies the run results, reviews and resolves any exceptions or upgrades.
The invention also includes a method for immersive robot process automation application, comprising the following steps:
1) a user logs in an existing service system;
2) the non-invasive application automatically starts and detects the information of the login user;
3) a user enters a service operation interface;
4) the non-invasive application automatically identifies and retrieves relevant data according to operation and interface information, then calls a corresponding immersive data card from a background according to an identification result, and automatically switches the card types according to a service scene; the system displays data and executable operation buttons on the cards, the cards are displayed at the positions designated by the user operation interface, if the user does not need the data and information on the cards, the cards can be hidden, and icons can be clicked to display;
5) after the user finishes the operation, the user quits the interface, and the system performs filing or pushing operation on the data according to a preset program;
6) the user exits the system after finishing all operations;
7) the non-invasive application saves the data and the operation process into a file, and then exits the system to close the application.
Example 1, as shown in FIGS. 4 to 6
Implementation example of automated development of immersive robot process for auditing financial expense reimbursement documents
Description of the service
The expense reimbursement sheet is used for accounting the cost expenditure of each item of the profit and loss type reimbursement items, and three major subjects of 'business expense', 'business expenditure', 'tax payment' and 'additional' are arranged below the expense reimbursement sheet; business expenses are provided with detailed subjects such as business propaganda fees, advertising fees, printing fees, business hospitalization fees, electronic equipment operation fees, safety defense fees, insurance fees, postal charges, litigation fees, notarization fees, consultation fees, examination fees, technical assignment fees, research and development fees, worker wages-official workers-benefits, worker welfare fees, worker education expenses, employment expenses, labor protection fees, labor insurance fees, public and miscellaneous fees, water and electricity fees, conference fees, low-value consumables, lease fees, repair fees, greening fees, director fees, supervision fees, conference fees, housing public accumulation fees, vehicle use fees, material expenses, labor service fees, bill exchange management fees, maintenance fees, other business expenses and the like so as to account most of the daily expenses of our business; the 'external expenditure in the business' is divided into six final-stage subjects of fixed asset disc loss, clearing loss, short payment loss, public welfare relief donation expenditure, fine expenditure, disabled person guarantee money and other external expenditure in the business; the tax and additional items are classified into four final subjects of real estate tax, land use tax, printing tax and vehicle and ship use tax.
And (5) evaluating the complexity of the process, as shown in FIG. 7.
The whole process is developed as shown in fig. 8.
The implementation process is mainly divided into the following stages: the method comprises the steps of requirement analysis, flow design, development implementation, UAT test, online production and the like.
The present invention and its embodiments have been described above, and the description is not intended to be limiting, and the drawings are only one embodiment of the present invention, and the actual structure is not limited thereto. In summary, those skilled in the art should appreciate that they can readily use the disclosed conception and specific embodiments as a basis for designing or modifying other structures for carrying out the same purposes of the present invention without departing from the spirit and scope of the invention as defined by the appended claims.
Claims (6)
1. An automatic application system of immersive robot process is characterized in that: the system comprises a persistence layer, a service layer, an intervention layer and a client, wherein the persistence layer, the service layer, the intervention layer and the client are sequentially arranged upwards from a first layer, the persistence layer is the first layer, and the persistence layer comprises various data tools, service data, logs, indexes, task queues and file contents; the service layer is a second layer, the service layer is a tool for providing various technical services, and the tool comprises RPA service, OCR service, NLP service and mechanism service; the intervention layer is a third layer and comprises various Web resources, authentication and tasks; the client side is a fourth layer and comprises various service systems, display cards, auxiliary input, auxiliary audit and cross-system service operation applications which are operated in the systems.
2. The utility model provides an automatic application platform of immersive robot process which characterized in that: the system comprises a development tool, an operation tool and a control center; the development tool is used for establishing a configuration and design robot of the software robot; the control center is used for deployment and management of the software robot.
3. The immersive robotic process automation application platform of claim 2, wherein: the development tool comprises a recorder, a plug-in and a visual flow chart, the recorder is used for configuring the software robot, the visual flow chart development platform is provided with flow chart visual operation, and the visual flow chart comprises a flow chart view, a visual view and a source code view.
4. The immersive robotic process automation application platform of claim 3, wherein: the control center includes starting the operation of the robot, stopping the operation of the robot, making a schedule for the robot, maintaining and publishing codes, redeploying different tasks of the robot, and managing licenses and credentials.
5. A technical research and development process of an immersion type robot process automation application platform comprises the following steps:
1) developing and configuring a process; making a detailed instruction and issuing the detailed instruction to a machine, wherein the detailed instruction specifically comprises application configuration, data input, client file verification, test data creation, data loading and report generation;
2) the software robot executes the operation; the service user distributes tasks to the robot through the control center and monitors the activities of the tasks, the flow operation is realized into an independent automatic task and is executed by the software robot, the robot interacts with various application systems through a user interface, the operation of human beings is completely simulated, and daily labor-intensive and repeated tasks are automatically executed;
3) user review and upgrade;
4) after the system is run, the user checks and verifies the run results, reviews and resolves any exceptions or upgrades.
6. A method of immersive robotic process automation application, comprising the steps of:
1) a user logs in an existing service system;
2) the non-invasive application automatically starts and detects the information of the login user;
3) a user enters a service operation interface;
4) the non-invasive application automatically identifies and retrieves relevant data according to operation and interface information, then calls a corresponding immersive data card from a background according to an identification result, and automatically switches the card types according to a service scene; the system displays data and executable operation buttons on the cards, the cards are displayed at the positions designated by the user operation interface, if the user does not need the data and information on the cards, the cards can be hidden, and icons can be clicked to display;
5) after the user finishes the operation, the user quits the interface, and the system performs filing or pushing operation on the data according to a preset program;
6) the user exits the system after finishing all operations;
7) the non-invasive application saves the data and the operation process into a file, and then exits the system to close the application.
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| CN114445835A (en) * | 2022-01-28 | 2022-05-06 | 来也科技(北京)有限公司 | Data pushing method and device combining RPA and AI |
| CN117273398A (en) * | 2023-11-20 | 2023-12-22 | 中国人民解放军军事科学院国防科技创新研究院 | Distributed software robot cluster architecture for intelligent automation of business process |
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| CN117273398B (en) * | 2023-11-20 | 2024-02-09 | 中国人民解放军军事科学院国防科技创新研究院 | Distributed software robot cluster architecture for intelligent automation of business process |
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