CN111062799A - Method and device for managing family client, electronic equipment and storage medium - Google Patents

Method and device for managing family client, electronic equipment and storage medium Download PDF

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CN111062799A
CN111062799A CN201911181196.8A CN201911181196A CN111062799A CN 111062799 A CN111062799 A CN 111062799A CN 201911181196 A CN201911181196 A CN 201911181196A CN 111062799 A CN111062799 A CN 111062799A
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family
data
account
client
accounts
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钱程
韩忠秋
李诗寰
胡汝敖
王霞
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China Construction Bank Corp
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China Construction Bank Corp
CCB Finetech Co Ltd
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    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
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    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/25—Integrating or interfacing systems involving database management systems
    • G06F16/252—Integrating or interfacing systems involving database management systems between a Database Management System and a front-end application
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/28—Databases characterised by their database models, e.g. relational or object models
    • G06F16/283—Multi-dimensional databases or data warehouses, e.g. MOLAP or ROLAP
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

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Abstract

The embodiment of the invention discloses a method and a device for managing a family client, electronic equipment and a storage medium. Wherein the method comprises the following steps: synchronizing the incidence relation of at least two accounts in each family client in real time; receiving account data sent by a data warehouse every other preset period; and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database. The embodiment of the invention discloses a management method and a management device for family customers, electronic equipment and a storage medium, and discloses a family customer constructed based on natural relations of individual customers.

Description

Method and device for managing family client, electronic equipment and storage medium
Technical Field
The embodiment of the invention relates to an account management processing technology in the financial industry, in particular to a management method and device for a family client, electronic equipment and a storage medium.
Background
Currently, management of customers in the financial industry may include private management, public management, and management of group customers based on financial relationships. The research at home and abroad proves that the individual economic risk is conducted by the economic risk of family members to a certain extent.
The existing private management and public management can not be used for conducting research on the economic risk of family members; and the group clients are managed based on the financial relationship, and the financial relationship of the group clients can be invalid when the financial products are due, which is not beneficial to persistent management. Therefore, there is a need for a management method for home clients, which is used for performing persistent, comprehensive and multi-angle analysis on the home economic condition.
Disclosure of Invention
In view of this, embodiments of the present invention provide a method and an apparatus for managing a home client, an electronic device, and a storage medium, which implement persistent, all-around, and multi-angle analysis on a home economic situation.
In a first aspect, an embodiment of the present invention provides a method for managing a home client, including:
synchronizing the incidence relation of at least two accounts in each family client in real time;
receiving account data sent by a data warehouse every other preset period;
and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database.
In a second aspect, an embodiment of the present invention further provides a device for managing a home client, including:
the relationship synchronization module is used for synchronizing the incidence relationship of at least two accounts in each family client in real time;
the data receiving module is used for receiving the account data sent by the data warehouse every other preset period;
and the summarizing processing module is used for summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client and storing the summarizing result into a database.
In a third aspect, an embodiment of the present invention further provides an electronic device, which includes a memory, a processor, and a computer program stored in the memory and executable on the processor, where the processor executes the computer program to implement the method for managing a home client according to any embodiment of the present application.
In a fourth aspect, an embodiment of the present invention further provides a computer-readable storage medium, on which a computer program is stored, where the computer program is executed by a processor to implement the method for managing a home client according to any embodiment of the present application.
According to the management method and device for the family customers, the electronic equipment and the storage medium, the electronic equipment synchronizes the association relation of at least two accounts in each family customer in real time; receiving account data sent by a data warehouse every other preset period; and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database. By constructing family clients based on the natural relationship of individual clients, the stability of group clients is improved, and persistent client management is facilitated. In addition, a plurality of account data corresponding to each family client are subjected to summarizing processing, so that the all-dimensional and multi-angle analysis of family economic conditions is realized, the research on the conduction of family member economic risks is facilitated, and the family economic risks can be prevented to a certain extent.
Drawings
Fig. 1 is a schematic flowchart of a method for managing a home client according to an embodiment of the present invention;
fig. 2 is a schematic structural diagram of a management apparatus for a home client according to a second embodiment of the present invention;
fig. 3 is a schematic structural diagram of an electronic device according to a third embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention clearer, the technical solutions of the present invention will be clearly and completely described through embodiments with reference to the accompanying drawings in the embodiments of the present invention, and it is obvious 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 following embodiments, optional features and examples are provided in each embodiment, and various features described in the embodiments may be combined to form a plurality of alternatives, and each numbered embodiment should not be regarded as only one technical solution.
Example one
Fig. 1 is a flowchart illustrating a method for managing a family client according to an embodiment of the present invention, where the embodiment is applicable to a case where a family client including multiple accounts is managed. The method can be executed by the management device of the home client provided by the embodiment of the invention, and the management device of the home client can be configured in the electronic equipment provided by the embodiment of the invention.
Referring to fig. 1, the management method for the family client specifically includes the following steps:
and S110, synchronizing the association relation of at least two accounts in each family client in real time.
A family client is understood to be a group client corresponding to at least two individual accounts, which is constructed based on the natural relationship (i.e., family relationship) of the individual clients in the financial industry. When the family relationship of the individual customer is changed, the upstream customer information maintenance system can collect the changed family relationship and correspondingly update the incidence relationship between the individual accounts according to the changed family relationship; the customer information maintenance system can also synchronize the updated incidence relation between the accounts to the electronic equipment executing the management method provided by the embodiment of the invention in real time, namely the electronic equipment can synchronize the incidence relation of at least two accounts in each family customer in real time.
Optionally, the at least two accounts are divided into a main account and at least one sub-account; correspondingly, the real-time synchronization of the association relationship of at least two accounts in each family client comprises the following steps: and synchronizing the association relationship between the main account and at least one sub account in each family client in real time.
The customer information maintenance system can select one account from a plurality of personal accounts corresponding to the family customers as a main account, and the rest accounts are used as sub-accounts. The customer information maintenance system can associate at least one sub-account with the main account, and can correspondingly add or delete the association relationship between the main account and the sub-account according to the changed family relationship. The customer information maintenance system can also synchronize the updated association relationship between the main account and the sub-accounts to the electronic equipment in real time, namely the electronic equipment can synchronize the association relationship between the main account and at least one sub-account in each family customer in real time.
Alternatively, the customer information maintenance system may set a virtual account for each family customer, with the virtual account being a primary account and a plurality of actual individual accounts being sub-accounts. The customer information maintenance system can associate a plurality of personal accounts with the virtual accounts, and can correspondingly add or delete the association relationship between the personal accounts and the virtual accounts according to the changed family relationship. The customer information maintenance system can also synchronize the updated association relationship between the virtual account and the personal account to the electronic equipment in real time, namely the electronic equipment can synchronize the association relationship between the main account and at least one sub account in each family customer in real time.
And S120, receiving the account data sent by the data warehouse every other preset period.
The preset period is the minimum time period for the electronic equipment to perform data summarization, and preferably can be one day so as to adapt to daily work in the financial industry. The account data may include, for example, account information, transaction details, line details, and balances of the investment products. Investment products may include, for example, financial industry products such as account deposits, financing, stocks, funds, and futures. The account information may include, for example, an account name, an account password, basic information of a customer to which the account belongs (including, for example, family relationship information), and the like. Transaction detail may be understood as temporal transaction data. The flow detail can be understood as each flow data of each transaction, and is recorded in more detail than the transaction detail. The balance is the remaining amount of each investment product.
Optionally, the receiving, every preset period, the account data sent by the data warehouse includes: receiving at least one data file sent by a data warehouse every a preset period; and when the at least one data file passes the verification, correlating the data of the same account in the at least one data file to obtain the account data of each account.
The at least one data file includes, for example, a form file for recording an account number, a form file for recording an account balance, and the like. When the data warehouse sends at least one data file, the verification information of each data file is sent at the same time, such as the data number and the signature information of each file; the corresponding electronic equipment can verify the integrity of each data file according to the number of the received data, and can verify the data correctness of each data file according to the received signature information. When at least one data file is completely and correctly verified, the verification is passed, and the data in the data file can be associated.
Because the data files cannot be directly associated with each other, when the data files pass the verification, the batch of at least one data file can be loaded into the database so as to fuse the data of different fields in each data file into the same form. In the data fusion process, the field data corresponding to the same individual account can be correlated, so that the data of the same account in at least one data file can be correlated, and the account data of each individual account can be obtained.
Further, at least one data file is obtained by receiving the original data of the upstream transaction system for the data warehouse and arranging the original data according to a preset format.
The upstream transaction system collects data such as transaction details, flow details and balance of each personal account, and sends the data serving as raw data to the data warehouse, so that the data warehouse sorts the raw data and forwards the raw data to the electronic equipment. The data warehouse needs to sort the original data according to a preset format, and the preset format may include, for example, how long a field is, a data size, a separator, and other formats. After receiving the data files, the electronic device may analyze the data files according to an analysis rule of a preset format agreed with the data warehouse in advance, so as to obtain data in each data file.
S130, according to the incidence relation of at least two accounts in each family client, summarizing the account data corresponding to each family client in a preset dimension mode, and storing a summarizing result into a database.
After the electronic device obtains the account data of each individual account, the electronic device can associate the account data of the individual accounts corresponding to the same family customer, and perform summary processing of preset dimensions on the associated data. The electronic device performs the summary processing, which may be the summary processing according to a preset period, for example, a month, a quarter, or a year; or, the electronic device may also provide a summary time setting interface for a user to set a summary time period in a user-defined manner, and the electronic device may summarize the account data according to the summary time period set by the user.
By summarizing a plurality of dimensions of a plurality of account data corresponding to the family client, the multi-angle analysis of the family overall economic condition can be realized by depending on family relations, the family economic risk research is facilitated, and the economic risk prevention of each family is facilitated. The method and the system realize the analysis of the family economic condition in a lasting, all-round and multi-angle manner, and improve the user experience.
Optionally, according to the association relationship between at least two accounts in each family client, performing summary processing of a preset dimension on account data corresponding to each family client, including:
according to the incidence relation of at least two accounts in each family client, extracting the account data of at least two accounts in each family client from the account data, and taking the extracted account data of at least two accounts in each family client as the account data of each family; correspondingly, the preset dimensionality summarizing processing is carried out on the account data corresponding to each family customer, and the method comprises the following steps: and summarizing preset dimensionality for the data of each family account.
The method includes the steps of extracting account data of at least two accounts of each family client from account data according to an incidence relation of the at least two accounts of each family client, wherein the account data of the at least two accounts of each family client is extracted from total account data, and the account data of the at least two accounts of each family client are taken as the account data of each family.
Further, the preset dimension comprises at least one of the following: the balance of the investment product, the type of investment product, and the transaction flow label.
Wherein, the balance of the investment product can be understood as the total value of each investment product currently held by the user; the types of investment products are mentioned above and may include account deposits, financing, stocks, funds, futures, and the like; the trade flow label can be divided into two categories of income and expenditure, the income category can also comprise a small category of salary income, fund income, financing income and the like, and the expenditure category can also comprise a small category of life expense, repayment expense and the like.
The balance dimension of the investment product is summarized to obtain the total household asset information; by summarizing the type dimension of the investment product, the family asset liability information can be obtained; by summarizing the dimensions of the transaction flow labels, the home income and expense condition information can be obtained. Therefore, the method can realize the analysis of the family economic condition in a lasting, all-round and multi-angle manner, and improve the user experience.
Optionally, after the step of storing the summary result in the database, the method further includes: and receiving a query instruction, calling a corresponding summary result from the database according to the query instruction, and carrying out view display on the summary result.
The user can access a home customer management platform provided by the electronic device through an intelligent terminal (such as a smart phone, a notebook computer or a desktop computer) to obtain a summary result of the home account under the name of the user. The summary result is displayed in a view, for example, the summary result may be displayed in a table view, a linear view, a pie view or a column view, so that a user can visually and clearly know the overall family economic condition.
According to the management method and device for the family customers, the electronic equipment and the storage medium, the electronic equipment synchronizes the association relation of at least two accounts in each family customer in real time; receiving account data sent by a data warehouse every other preset period; and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database. By constructing family clients based on the natural relationship of individual clients, the stability of group clients is improved, and persistent client management is facilitated. In addition, a plurality of account data corresponding to each family client are subjected to summarizing processing, so that the all-dimensional and multi-angle analysis of family economic conditions is realized, the research on the conduction of family member economic risks is facilitated, and the family economic risks can be prevented to a certain extent.
In addition, with the promotion of the management method of family customers, the financial industry can also carry out the research and development of corresponding marketing products for getting customers and living customers, and the promotion of the industry development and the social progress is facilitated.
Example two
Fig. 2 is a schematic structural diagram of a management apparatus for a home client according to a second embodiment of the present invention. The management method of the family client provided by any embodiment of the invention can be realized by applying the metering device.
Referring to fig. 2, the management apparatus of the home client includes:
a relationship synchronization module 210, configured to synchronize an association relationship between at least two accounts of each family client in real time;
the data receiving module 220 is configured to receive the account data sent by the data warehouse every preset period;
and the summarizing processing module 230 is configured to perform summarizing processing of preset dimensions on account data corresponding to each family customer according to an association relationship between at least two accounts in each family customer, and store a summarizing result in the database.
Optionally, the at least two accounts are divided into a main account and at least one sub-account; correspondingly, the relationship synchronization module is specifically configured to: and synchronizing the association relationship between the main account and at least one sub account in each family client in real time.
Optionally, the data receiving module includes:
the data file receiving submodule is used for receiving at least one data file sent by the data warehouse every other preset period;
and the data association submodule is used for associating the data of the same account in at least one data file when the at least one data file passes the verification so as to obtain the account data of each account.
Further, at least one data file is obtained by receiving the original data of the upstream transaction system for the data warehouse and arranging the original data according to a preset format.
Optionally, the summary processing module is specifically configured to: according to the incidence relation of at least two accounts in each family client, extracting the account data of at least two accounts in each family client from the account data, and taking the extracted account data of at least two accounts in each family client as the account data of each family; correspondingly, the preset dimensionality summarizing processing is carried out on the account data corresponding to each family customer, and the method comprises the following steps: and summarizing preset dimensionality for the data of each family account.
Further, the preset dimension comprises at least one of the following: the balance of the investment product, the type of investment product, and the transaction flow label.
Optionally, the management apparatus for the home client further includes:
and the view display module is used for receiving the query instruction, calling a corresponding summary result from the database according to the query instruction, and carrying out view display on the summary result.
The management device for the family client provided by the embodiment of the invention can execute the management method for the family client provided by any embodiment of the invention, and has the corresponding functional modules and beneficial effects of the execution method. The technical details that are not described in detail can be referred to the management method of the home client provided by any embodiment of the invention.
EXAMPLE III
Fig. 3 is a schematic structural diagram of an electronic device according to a third embodiment of the present invention. FIG. 3 illustrates a block diagram of an exemplary electronic device 12 suitable for use in implementing embodiments of the present invention. The electronic device 12 shown in fig. 3 is only an example and should not bring any limitations to the function and scope of use of the embodiments of the present invention. The device 12 is typically an electronic device that assumes the administrative functions of a home client.
As shown in FIG. 3, electronic device 12 is embodied in the form of a general purpose computing device. The components of electronic device 12 may include, but are not limited to: one or more processors or processing units 16, a memory 28, and a bus 18 that couples the various components (including the memory 28 and the processing unit 16).
Bus 18 represents one or more of any of several types of bus structures, including a memory bus or memory controller, a peripheral bus, an accelerated graphics port, and a processor or local bus using any of a variety of bus architectures. By way of example, such architectures include, but are not limited to, Industry Standard Architecture (ISA) bus, Micro Channel Architecture (MCA) bus, enhanced ISA bus, Video Electronics Standards Association (VESA) local bus, and Peripheral Component Interconnect (PCI) bus.
Electronic device 12 typically includes a variety of computer-readable media. Such media may be any available media that is accessible by electronic device 12 and includes both volatile and nonvolatile media, removable and non-removable media.
Memory 28 may include computer device readable media in the form of volatile Memory, such as Random Access Memory (RAM) 30 and/or cache Memory 32. The electronic device 12 may further include other removable/non-removable, volatile/nonvolatile computer storage media. By way of example only, storage system 34 may be used to read from and write to non-removable, nonvolatile magnetic media (not shown in FIG. 3, and commonly referred to as a "hard drive"). Although not shown in FIG. 3, a magnetic disk drive for reading from and writing to a removable, nonvolatile magnetic disk (e.g., a "floppy disk") and an optical disk drive for reading from or writing to a removable, nonvolatile optical disk (e.g., a Compact disk-Read Only Memory (CD-ROM), a Digital Video disk (DVD-ROM), or other optical media) may be provided. In these cases, each drive may be connected to bus 18 by one or more data media interfaces. Memory 28 may include at least one program product 40, with program product 40 having a set of program modules 42 configured to carry out the functions of embodiments of the invention. Program product 40 may be stored, for example, in memory 28, and such program modules 42 include, but are not limited to, one or more application programs, other program modules, and program data, each of which examples or some combination may comprise an implementation of a network environment. Program modules 42 generally carry out the functions and/or methodologies of the described embodiments of the invention.
Electronic device 12 may also communicate with one or more external devices 14 (e.g., keyboard, mouse, camera, etc., and display), one or more devices that enable a user to interact with electronic device 12, and/or any devices (e.g., network card, modem, etc.) that enable electronic device 12 to communicate with one or more other computing devices. Such communication may be through an input/output (I/O) interface 22. Also, the electronic device 12 may communicate with one or more networks (e.g., a Local Area Network (LAN), a Wide Area Network (WAN), and/or a public Network such as the internet) via the Network adapter 20. As shown, the network adapter 20 communicates with other modules of the electronic device 12 via the bus 18. It should be understood that although not shown in the figures, other hardware and/or software modules may be used in conjunction with electronic device 12, including but not limited to: microcode, device drivers, Redundant processing units, external disk drive Arrays, disk array (RAID) devices, tape drives, and data backup storage devices, to name a few.
The processor 16 executes various functional applications and data processing by executing programs stored in the memory 28, for example, to implement the management method of the home client provided by the above-described embodiment of the present invention, the method including:
synchronizing the incidence relation of at least two accounts in each family client in real time; receiving account data sent by a data warehouse every other preset period; and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database.
Of course, those skilled in the art can understand that the processor can also implement the technical solution of the management method for the home client provided in any embodiment of the present invention.
Example four
An embodiment of the present invention further provides a computer-readable storage medium, on which a computer program is stored, where the computer program, when executed by a processor, implements a method for managing a home client according to an embodiment of the present invention, where the method includes:
synchronizing the incidence relation of at least two accounts in each family client in real time; receiving account data sent by a data warehouse every other preset period; and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database.
Of course, the computer program stored on the computer-readable storage medium provided in the embodiments of the present invention is not limited to the above method operations, and may also perform the management method for the home client provided in any embodiment of the present invention.
Computer storage media for embodiments of the invention may employ any combination of one or more computer-readable media. The computer readable medium may be a computer readable signal medium or a computer readable storage medium. A computer readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor device, apparatus, or a combination of any of the foregoing. More specific examples (a non-exhaustive list) of the computer readable storage medium would include the following: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In the context of this document, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution apparatus, device, or apparatus.
A computer readable signal medium may include a propagated data signal with computer readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated data signal may take many forms, including, but not limited to, electro-magnetic, optical, or any suitable combination thereof. A computer readable signal medium may also be any computer readable medium that is not a computer readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution apparatus, device, or apparatus.
Program code embodied on a computer readable medium may be transmitted using any appropriate medium, including but not limited to wireless, wireline, optical fiber cable, RF, etc., or any suitable combination of the foregoing.
Computer program code for carrying out operations for aspects of the present invention may be written in any combination of one or more programming languages, including an object oriented programming language such as Java, Smalltalk, C + +, or the like, as well as conventional procedural programming languages, such as the "C" programming language or similar programming languages. The program code may execute entirely on the user's computer, partly on the user's computer, as a stand-alone software package, partly on the user's computer and partly on a remote computer or entirely on the remote computer or server. In the case of a remote computer, the remote computer may be connected to the user's computer through any type of network, including a Local Area Network (LAN) or a Wide Area Network (WAN), or the connection may be made to an external computer (for example, through the Internet using an Internet service provider).
It is to be noted that the foregoing is only illustrative of the preferred embodiments of the present invention and the technical principles employed. It will be understood by those skilled in the art that the present invention is not limited to the particular embodiments illustrated herein, but is capable of various obvious changes, rearrangements and substitutions as will now become apparent to those skilled in the art without departing from the scope of the invention. Therefore, although the present invention has been described in greater detail by the above embodiments, the present invention is not limited to the above embodiments, and may include other equivalent embodiments without departing from the spirit of the present invention, and the scope of the present invention is determined by the scope of the appended claims.

Claims (10)

1. A method for managing a home client, comprising:
synchronizing the incidence relation of at least two accounts in each family client in real time;
receiving account data sent by a data warehouse every other preset period;
and summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client, and storing the summarized result into a database.
2. The method of claim 1, wherein the at least two accounts are divided into a primary account and at least one sub-account;
correspondingly, the real-time synchronization of the association relationship between at least two accounts of each family client includes:
and synchronizing the association relationship between the main account and at least one sub account in each family client in real time.
3. The method according to claim 1, wherein the receiving the account data sent by the data warehouse every preset period comprises:
receiving at least one data file sent by a data warehouse every a preset period;
and when the at least one data file passes the verification, correlating the data of the same account in the at least one data file to obtain the account data of each account.
4. The method of claim 3, wherein the at least one data file is obtained by receiving raw data of an upstream transaction system for the data warehouse and arranging the raw data according to a preset format.
5. The method according to claim 1, wherein the summarizing processing of the account data corresponding to each family customer in a preset dimension according to the association relationship between at least two accounts in each family customer comprises:
according to the incidence relation of at least two accounts in each family client, extracting the account data of at least two accounts in each family client from the account data, and taking the extracted account data of at least two accounts in each family client as the account data of each family;
correspondingly, the summarizing processing of the preset dimensionality is performed on the account data corresponding to each family customer, and the summarizing processing includes: and summarizing the preset dimensionality of the data of the family accounts.
6. The method according to any one of claims 1-5, wherein the predetermined dimension comprises at least one of: the balance of the investment product, the type of investment product, and the transaction flow label.
7. The method of claim 1, further comprising, after said storing said aggregated results in a database:
and receiving a query instruction, calling a corresponding summary result from the database according to the query instruction, and carrying out view display on the summary result.
8. A home client management apparatus, comprising:
the relationship synchronization module is used for synchronizing the incidence relationship of at least two accounts in each family client in real time;
the data receiving module is used for receiving the account data sent by the data warehouse every other preset period;
and the summarizing processing module is used for summarizing the account data corresponding to each family client in a preset dimension according to the incidence relation of at least two accounts in each family client and storing the summarizing result into a database.
9. An electronic device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the processor, when executing the program, implements the method of managing a home client according to any one of claims 1-7.
10. A computer-readable storage medium, on which a computer program is stored, which, when being executed by a processor, carries out a method of managing a home client according to any one of claims 1 to 7.
CN201911181196.8A 2019-11-27 2019-11-27 Method and device for managing family client, electronic equipment and storage medium Pending CN111062799A (en)

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