[Image: image_1.jpeg]Copyright©2025 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part or whole of the content of this release note may be copied, reproduced, translated, or reduced for any purpose. The content of this release note may change without notice, please be aware. Please note: The content of this release note does not represent a commitment made by Yonyou Network.Special StatementDear readers, please note that the release notes for this version have been optimized, and there is no longer a distinction between the full version and the incremental version. For easier reading, we have highlighted the new features in bold blue font in the full version. We kindly ask readers to pay special attention to this change while reviewing.Table of ContentsChapter 1 Product Overview 51.1 Product Overview 51.2 Product Architecture 51.3 Product Objectives 6Chapter 2 Product Scope 7Chapter 3 Product Functions 83.1 Archive Workbench 83.2 Archive Service Modeling 93.3 Archive Accession 193.4 Archive Sorting 233.5 Archive Preservation 303.6 Archive Utilization 313.7 Archive Statistics 343.8 Archive Disposal 373.9 Archive Data Service 38Chapter 4 Special Instructions 384.1 Security 384.2 Mobileization 394.3 Digital Intelligence 39Product OverviewProduct OverviewArchiving Management utilizes intelligent digital means, with Electronic Accounting Archiving as the core, to achieve the collection and capture of electronic documents and image information such as accounting materials and tax materials through integration with Business Systems, supporting the enterprise's entire workflow of paperless management and comprehensive archiving resource sharing and utilization. Archiving Management supports the integration of various collection hardware devices, enabling automatic collection and classification archiving of electronic documents, and supports the detection of the authenticity, integrity, security, and reliability of archiving data, forming a secure and standardized electronic archive retrieval management process. It supports multi-dimensional and multi-level statistical analysis of archiving data, achieving a higher level of sharing and data utilization of electronic archives across a broader scope.Archiving Management can effectively reduce the workload of archive staff in collecting, managing, and retrieving documents, improve work efficiency, enhance enterprise management levels, expand the scope of enterprise information application, strengthen internal control, and greatly improve the management level of electronic archives in the enterprise.Product ArchitectureProduct Architecture DiagramProduct GoalsYonBIP Financial Management Archiving Services utilize intelligent means, focusing on electronic accounting archiving management. By integrating with business systems, it achieves the collection and capture of accounting materials, business documents, electronic vouchers, and other electronic documents and image information, as well as subsequent archiving processes. This supports the enterprise's entire workflow of paperless management and comprehensive sharing and utilization of archiving resources. The archiving services support the integration of various domain business systems, enabling automatic collection and classification archiving of electronic documents. It supports the detection of the authenticity, integrity, security, and reliability of archiving data, forming a secure and standardized electronic archive retrieval management process. It supports multi-dimensional and multi-level statistical analysis of archiving data, achieving a high level of sharing and data utilization of electronic archives on a broader scale.YonBIP Financial Management Archiving Management can effectively reduce the workload of archive staff in collecting, managing, and retrieving archives, improve the work efficiency of enterprise archive management, expand the scope of enterprise information application, enhance internal control and archive utilization effectiveness, and greatly improve the level of electronic archive management in enterprises.The main goal of this version of the product is to target medium and large enterprises, simplify system integration operation configuration, improve the automation level of electronic archive archiving, gradually enhance the intelligent capabilities of electronic accounting archiving, optimize the work experience of archive management and configuration personnel, further strengthen the compliance and completeness of archive management and access, and assist enterprises in achieving their "dual carbon" goals.Main new features in this version:Archive Workbench: Add My Archive, support querying the number of archives the current user has permission for; support jumping to view the panoramic view of a specific archive; support jumping to view the data of a specific archive's bound volumes, archived status, etc.Archive Service Modeling: The whole archive management supports batch archiving of entire archives. Category management supports the release of a separate menu for newly added archive categories. Archive classification management supports the addition of classifications for newly added archive categories. Field management supports the management of case fields for archiving, classification retrieval, and borrowing vehicles. Document number rules support the configuration of whole archive property fields. New transfer plan settings support the configuration of transfer information packages and metadata based on archive categories. In the data source configuration, the data source - YB old architecture supports the setting of document types that are not collected. The business archiving configuration's NCC1909 capture source configuration supports archiving with yonlinker; it supports the configuration of general ledger account table archiving query schemes and formats. Business detection settings support checking whether the vouchers that meet the conditions have the corresponding number of attachments. New third-party integration document and metadata management supports third-party systems to use YSB to develop and register document types; it supports registering document types in the print template directory; it supports generating formatted files according to print templates when collecting data from third-party systems. New storage form rule judgment supports referencing the rules of archive rule management menu; it supports judging the storage form of vouchers or attachments based on rules during data collection. The four characteristics detection settings support exporting the list of archives that failed detection; the four characteristics detection scheme's availability adds file format detection. System option interaction optimization, categorized by application service, merges standard preset parameters and adds some new settings content.Archive Accession: Archive collection adds filtering for the collection of complete archives, allowing batch selection of uncollected complete archives to create collection tasks; a new collection status statistics tab is added to display the collection status of complete archives; a new interruption status for collection is introduced; tax sub-data sources support the collection of other tax-related materials for tax management one-click declaration. Electronic document collection supports downloading physical files for identification and educational documents; a non-tax invoice directory is added, supporting the collection of non-tax invoices for tax management; automatic association of bank transaction receipts supports multi-selection for batch association of complete archives; manual association of bank transaction receipts supports recommended associations; various electronic documents support batch printing; when associating electronic documents with vouchers or transferring to accounting files, the document type is written into the archive metadata; invoice issuing date and invoice amount in electronic voucher accounting information are extracted from the file. A new feature for batch uploading attachments is added, supporting batch uploads of attachments and bank receipts.Archive Sorting: Appraisal classification supports four types of detection; add delete attachment button and button permissions. New business detection results, support displaying vouchers and documents' business detection results and making supplements. The quantity comparison page for bound archiving adds a start comparison button, supports viewing comparison progress, comparison time, and operator, supports BIP attachment quantity comparison, and supports viewing difference details; when binding by voucher number, supports default row addition on enter, supports automatic filling by voucher number; the whole collection query box displays a tree structure; add delete attachment button and button permissions; review list sorted by title + document number rules; supports setting as mandatory for archiving and shelving operations by chronological months; supports viewing continuous PDF files; business detection results clicking confirm correct supports inputting and displaying reasons; when viewing, files that do not support previewing can be downloaded; archive file viewing supports external provision; archived files viewing supports hiding the archiving seal; add a conversational Intelligent Archiving Assistant, supports binding, archiving, shelving, and receipt association skills. New General Archive - Item, supports new data management for newly added classifications in the archive classification management menu. New General Archive - Volume, supports new data management for newly added classifications in the archive classification management menu. Warehouse management supports adding new compact shelf types and assigning ranges, authorizing whole collections. New paper attachment separately bound, supports creating and managing paper attachment volumes. Paper archives shelving supports shelving archives to compact shelves. New virtual warehouse, supports visualizing compact shelves and shelved archives.Archive Utilization: Advanced retrieval supports double-sided printing. New business document retrieval supports third-party business systems for documents registered according to YSB development. The borrowing vehicle supports interface upload for each browsing application attachment.Archive Statistics: Archive Status Analysis, Archive Quantity Analysis, Archiving Progress Analysis support adjustment of monthly conditions.Archive Disposal: Archive transfer supports the addition of scheduled transfer plans; the transfer registration form supports setting print templates. New physical attachment book transfer, supports the transfer of physical attachment books.Archive Data Service: Full-text Search supports resetting filter conditions.Product RangeThe release scope and form of this version of the product are as follows:Domain CloudSubdomainAppExclusive CloudPrivate CloudOn-Premises DeploymentFinancial ManagementArchiving ManagementArchive Workbench✔✔✔Financial ManagementArchiving ManagementArchive Service Modeling✔✔✔Financial ManagementArchiving ManagementArchive Accession✔✔✔Financial ManagementArchiving ManagementArchive Sorting✔✔✔Financial ManagementArchiving ManagementArchive Preservation✔✔✔Financial ManagementArchiving ManagementArchive Utilization✔✔✔Financial ManagementArchiving ManagementArchive Statistics✔✔✔Financial ManagementArchiving ManagementArchive Disposal✔✔✔Financial ManagementArchiving ManagementArchive Data Service✔✔✔Product FeaturesArchive WorkbenchUsed for approving all application process documents, handling pending tasks for processing settings, and viewing submitted approval process doc...
