CN111768163A - Marketing account processing method for accurately positioning customer information - Google Patents
Marketing account processing method for accurately positioning customer information Download PDFInfo
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Abstract
The invention discloses a marketing account processing method for accurately positioning customer information, which comprises the following steps: the user applies for business expansion, and fills in or imports user information in the marketing account processing system to generate a unique user business number; matching and associating the user service number with the remittance account number; after the business expansion approval is passed, generating a business payment notice and providing the business payment notice for the user; after the business cost is paid, generating a bank transaction flow containing a payment account number; and identifying and extracting a payment account number field in the bank transaction flow, matching the service cost with the user information after matching with the user service number, keeping the account by a financial accounting system, and changing the payment state by a marketing and financial processing system. The transaction fund paid is matched with the user information in the file, the payment state of the user is changed, the user fund is quickly identified and subjected to account entry processing after being paid, the user information is accurately positioned, and the electricity transaction process of the user is optimized.
Description
Technical Field
The invention belongs to the technical field of power service, and particularly relates to a marketing accounting processing method for accurately positioning customer information.
Background
The power enterprise provides a service as business expansion installation, a user can calculate related business cost according to business after applying for the business expansion installation, the user can enter the next business process after paying the related cost, and the electricity transaction process belongs to one of the factors for the assessment of the operator environment. Along with the rapid development of economy, the country increasingly pays attention to the important role of optimizing the environment of an operator in stimulating market vitality, so that the payment cost of a user is timely paid into account, and an electric power enterprise needs to timely check the bank account fund and the enterprise account receipt and payment condition, so that the fund risk that a bank receiving enterprise does not receive the bank or the enterprise receives the bank without receiving the bank is avoided.
At present, when a user pays for business, if a wire transfer mode is used, a marketing account processing system of an enterprise cannot autonomously distinguish capital from a corresponding user who pays for the business, and the user can be confirmed to finish paying after the user contacts the enterprise, so that the time for the user to enter the next electricity transaction link is prolonged, and the electricity transaction time of the user is influenced; in addition, whether the enterprise confirms that the user pays the fee still stays at the manual processing stage at present, and the bank account fund and the enterprise financial balance check have the risks of delay and error.
Disclosure of Invention
The invention aims to provide a marketing accounting processing method for accurately positioning client information, which has the advantages of simple structure, accurate user information positioning, high operating efficiency and simplified user electricity handling process, and an enterprise can quickly identify whether a user pays or not.
The technical scheme of the invention is as follows:
a marketing account processing method for accurately positioning customer information comprises the following steps:
(1) the user applies for business expansion, the power personnel fills in or imports user information in the marketing and accounting processing system for registration application, establishes a file of the user and generates a unique user service number;
(2) the power personnel matches and associates the unique user service number in the step (1) with a remittance account number provided by a bank fund processing system of a bank in a marketing account processing system;
(3) after the business expansion applied by the user is approved in the marketing account processing system, generating a business payment notice and providing the business payment notice for the user, wherein the business payment notice comprises an account amount to be paid and a payment account number which is uniquely matched with and corresponds to the user business number;
(4) the user pays the corresponding service fee to the bank according to the payment account number in the step (3);
(5) after receiving the business cost in the step (4), the bank fund processing system generates a bank transaction streamline and transmits the bank transaction streamline to a marketing account processing system;
(6) when the marketing account processing system checks the service charge of a service user, identifying and extracting a payment account number field in the bank transaction flow, matching and corresponding to the service number of the user, and if the payment account number is matched with the service number of the user and the account amount of a bank is consistent with the receivable amount in the marketing account processing system, matching the service charge with the user information and transmitting the service charge to a financial accounting system to generate a certificate; if the payment account number is not matched with the user service number, the service cost cannot be matched with the user information, and the service personnel pushes the fund to a financial system to generate a corresponding unknown fund certificate.
(7) And (4) after the business cost in the step (6) is matched with the user information, the marketing account processing system converts the payment state under the user business number into a settled state, so that the user business expansion and installation service of the next link is entered.
In the above technical solution, the bank transaction pipeline includes a payment account field of the user, and the payment account field is used for the marketing financial processing system to identify the payment account.
In the technical scheme, the financial accounting system is matched and associated with the marketing accounting processing system.
In the above technical solution, the user information includes a user username, a power utilization address, a business license, an organization code, an enterprise property, a contact phone, and a loading service.
In the above technical solution, the marketing accounting processing system adopts an SG186 system.
The invention has the advantages and positive effects that:
1. the marketing account processing system creates a file according to the entered user information, generates a unique user service number of the user, matches the remittance account number of the bank according to the unique user service number, identifies and extracts the payment account number of the user and checks and matches the user service number after the user pays the service fee, matches the transaction fund paid with the user information in the file, changes the payment state of the user, completes the business expansion and installation service, quickly identifies the user fund after the user fund arrives at the account and performs account entering processing, accurately positions the user information and optimizes the electricity handling process of the user.
2. The user information is accurately positioned, the accuracy and timeliness of fund checking are improved, the error rate of bank and enterprise income and expenditure checking is reduced, and the risk of fund errors is reduced.
Drawings
FIG. 1 is a flow chart of a marketing accounting processing method of the present invention;
fig. 2 is a flow chart of the verification of the marketing accounting processing method of the present invention.
Detailed Description
The present invention will be described in further detail with reference to specific examples. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the scope of the invention in any way.
Example 1
As shown in fig. 1 and fig. 2, the marketing accounting processing method for accurately positioning the customer information of the present invention includes the following steps:
(1) the method comprises the steps that a user applies for business expansion, a power worker fills or imports user information in a marketing account processing system (adopting an SG186 system of a national grid company) to register and apply, a file of the user is established, and a unique user business number is generated;
(2) matching and associating the unique user service number in the step (1) with a remittance account number provided by a bank fund processing system of a bank by the power personnel in a marketing account processing system;
(3) after the business expansion applied by the user is approved in the marketing account processing system, generating a business payment notice and providing the business payment notice for the user, wherein the business payment notice comprises an amount to be paid and a payment account number which is uniquely matched and corresponds to the user business number;
(4) the user pays the corresponding service fee to the bank according to the payment account number in the step (3);
(5) after receiving the business cost in the step (4), the bank fund processing system generates a bank transaction flow and transmits the bank transaction flow to the marketing financial processing system, wherein the bank transaction flow contains a payment account number field of the user;
(6) when the marketing account processing system checks the service charge of a service user, identifying and extracting a payment account number field in the bank transaction flow, matching and corresponding to the service number of the user, matching the service charge with the user information if the payment account number is matched with the service number of the user and the account amount of the bank is consistent with the amount of receivable in the marketing account processing system, and transmitting the service charge to a financial accounting system to generate a certificate; if the payment account number is not matched with the user service number, the service cost cannot be matched with the user information, and the service personnel pushes the fund to a financial system to generate a corresponding unknown fund certificate.
(7) And (4) after the business cost in the step (6) is matched with the user information, the marketing account processing system converts the payment state under the user business number into a settled state, so that the user business expansion and installation service of the next link is entered.
Further, the financial accounting system and the marketing accounting processing system are matched and associated in a background of the system to achieve mutual data transmission, in step (6), the payment account number is not matched with the service number, so that the service cost cannot be matched with the user information, and a service person needs to push the service cost collected by the bank to the financial accounting system, and records the service cost as an unknown item (the unknown item is an unmanned claim) in the financial system to generate a corresponding unknown voucher (a module for identifying and processing the unknown item is arranged in the financial system, which is not specifically described in the present application).
Further, the user information includes user name, electricity address, business license, organization code, business property, contact phone, and application service.
After the user applies for business expansion, the electric power personnel uniformly fills or imports the files on the SG186 system, correspondingly establishes the files of the user, generates a unique user service number, matches the user service number with a remittance account number of a bank fund processing system, enables a transaction flow received by a bank to form unique matching correspondence with the user service number, and identifies a service payment account number through the SG186 system to be accurately positioned on the user service number, so that the payment state under the user file is converted into a settled state, and the business of the business expansion is completed.
The service fee paid by the user is matched and corresponding to the service number of the user only through the payment account number, so that the received bank account fund corresponds to the user, and the risks of collection and payment lag and errors are avoided.
The invention has been described in an illustrative manner, and it is to be understood that any simple variations, modifications or other equivalent changes which can be made by one skilled in the art without departing from the spirit of the invention fall within the scope of the invention.
Claims (5)
1. A marketing account processing method for accurately positioning customer information is characterized by comprising the following steps:
(1) the user applies for business expansion, the power personnel fills in or imports user information in the marketing and accounting processing system for registration application, establishes a file of the user and generates a unique user service number;
(2) the power personnel matches and associates the unique user service number in the step (1) with a remittance account number provided by a bank fund processing system of a bank in a marketing account processing system;
(3) after the business expansion applied by the user is approved in the marketing account processing system, generating a business payment notice and providing the business payment notice for the user, wherein the business payment notice comprises an account amount to be paid and a payment account number which is uniquely matched with and corresponds to the user business number;
(4) the user pays the corresponding service fee to the bank according to the payment account number in the step (3);
(5) after receiving the business cost in the step (4), the bank fund processing system generates a bank transaction streamline and transmits the bank transaction streamline to a marketing account processing system;
(6) when the marketing account processing system checks the service charge of a service user, identifying and extracting a payment account number field in the bank transaction flow, matching and corresponding to the service number of the user, and if the payment account number is matched with the service number of the user and the account amount of a bank is consistent with the receivable amount in the marketing account processing system, matching the service charge with the user information and transmitting the service charge to a financial accounting system to generate a certificate; if the payment account number is not matched with the user service number, the service cost cannot be matched with the user information, and the service personnel pushes the fund to a financial system to generate a corresponding unknown fund certificate.
(7) And (4) after the business cost in the step (6) is matched with the user information, the marketing account processing system converts the payment state under the user business number into a settled state, so that the user business expansion and installation service of the next link is entered.
2. The marketing accounting processing method of claim 1, wherein: the bank transaction flow comprises a payment account field of the user, and the payment account field is used for identifying the payment account by the marketing financial processing system.
3. The marketing accounting processing method of claim 1, wherein: the financial billing system is in matching association with the marketing accounting processing system.
4. The marketing accounting processing method of claim 1, wherein: the user information comprises user names, power utilization addresses, business licenses, organization codes, enterprise properties, contacts, contact phones and application services.
5. The marketing accounting processing method of claim 1, wherein: the marketing accounting processing system employs an SG186 system.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201911027933.9A CN111768163A (en) | 2019-10-24 | 2019-10-24 | Marketing account processing method for accurately positioning customer information |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201911027933.9A CN111768163A (en) | 2019-10-24 | 2019-10-24 | Marketing account processing method for accurately positioning customer information |
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| Publication Number | Publication Date |
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| CN111768163A true CN111768163A (en) | 2020-10-13 |
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| Application Number | Title | Priority Date | Filing Date |
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| CN201911027933.9A Pending CN111768163A (en) | 2019-10-24 | 2019-10-24 | Marketing account processing method for accurately positioning customer information |
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Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN204066265U (en) * | 2014-07-02 | 2014-12-31 | 国家电网公司 | A kind of identification paying device for power customer |
| CN105868929A (en) * | 2016-04-29 | 2016-08-17 | 国网吉林省电力有限公司长春供电公司 | Power supply unit intelligent tariff management system based on controller area network (CAN) special line technology |
| CN106204363A (en) * | 2016-07-08 | 2016-12-07 | 上海易能信息技术有限公司 | A kind of a case one people one account fund management method and system |
| CN109509076A (en) * | 2018-12-06 | 2019-03-22 | 国网浙江杭州市余杭区供电有限公司 | A kind of management-control method based on battalion's wealth integrated management system |
| CN109934695A (en) * | 2019-03-14 | 2019-06-25 | 泰康保险集团股份有限公司 | Method, system, equipment and the medium of account voucher are automatically generated in annuity business |
-
2019
- 2019-10-24 CN CN201911027933.9A patent/CN111768163A/en active Pending
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN204066265U (en) * | 2014-07-02 | 2014-12-31 | 国家电网公司 | A kind of identification paying device for power customer |
| CN105868929A (en) * | 2016-04-29 | 2016-08-17 | 国网吉林省电力有限公司长春供电公司 | Power supply unit intelligent tariff management system based on controller area network (CAN) special line technology |
| CN106204363A (en) * | 2016-07-08 | 2016-12-07 | 上海易能信息技术有限公司 | A kind of a case one people one account fund management method and system |
| CN109509076A (en) * | 2018-12-06 | 2019-03-22 | 国网浙江杭州市余杭区供电有限公司 | A kind of management-control method based on battalion's wealth integrated management system |
| CN109934695A (en) * | 2019-03-14 | 2019-06-25 | 泰康保险集团股份有限公司 | Method, system, equipment and the medium of account voucher are automatically generated in annuity business |
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