CN112232656A - Monitoring and early warning method, device, terminal and readable medium for business data - Google Patents
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Abstract
The embodiment of the application is applied to the field of financial science and technology, and discloses a monitoring and early warning method, equipment, a terminal and a readable medium for business data. The method comprises the following steps: acquiring a plurality of salesmen associated and managed by the manager according to the acquired manager; obtaining sales data corresponding to each of a plurality of salesmen from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types; acquiring difference data of the sales data and preset performance assessment target data; obtaining target salesmen of which the difference data is less than or equal to a preset threshold value from the salesmen; and generating early warning prompt information according to the target salesperson and the difference data, and sending the early warning prompt information to the management terminal. The efficiency of data statistics can be improved, and the real-time performance of data is guaranteed. The present application relates to blockchain technology, and the data described above may be stored in blockchains.
Description
Technical Field
The invention relates to the field of financial science and technology, in particular to a monitoring and early warning method, equipment, a terminal and a readable medium for business data.
Background
Along with the improvement of the daily living standard of people, people strengthen the insurance consciousness, and the insurance industry develops rapidly. In an insurance company, a front-line attendance staff usually needs to interface with a plurality of insurance sales staff to track and urge the order-giving and the staff-adding conditions of the plurality of insurance sales staff respectively. In addition, the insiders also need to predict whether the insurance sales personnel can reach the assessment index set by the company according to the sales performance of the insurance sales personnel at the key time node of each month, for example, at the end of each month, so as to make a new sales plan. Currently, in the process of statistics, the insiders need to acquire performance data from each associated system, and manually summarize and process the performance data to analyze whether the insurance sales staff or departments reach the evaluation indexes of the current month. However, because of the huge insurance traffic, many insurance sales staff are docked by each housekeeper, the data volume required to be summarized and processed by the housekeeper is large, the time consumption for summarizing and processing is long, the efficiency is low, and errors are easy to occur.
Disclosure of Invention
The embodiment of the application provides a monitoring and early warning method, equipment, a terminal and a readable medium for service data, which can improve the efficiency of data statistics and ensure the real-time performance of the data.
In a first aspect, an embodiment of the present application provides a method for monitoring and early warning service data, including:
acquiring a plurality of sales personnel related and managed by a manager according to the manager;
obtaining sales data corresponding to each of the plurality of sales personnel from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types;
acquiring difference data of the sales data and preset performance assessment target data from the plurality of sales personnel;
acquiring target salesmen of which the difference data is less than or equal to a preset threshold;
and generating early warning prompt information according to the target salesman and the difference data, and sending the early warning prompt information to a management terminal, wherein the early warning prompt information is used for prompting a manager of the management terminal that the sales data of the target salesman is about to reach the standard.
Further, the method further comprises:
acquiring target sales data corresponding to the target salesman according to a preset corresponding relation between the salesman and the sales data;
extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products sold most frequently, customer careers purchased most insured times and customer age intervals purchased most insured times in the target sales data;
and sending the first sales information to the management terminal and the personal terminal of the target salesman for the management staff of the management terminal and the salesman of the personal terminal to view.
Further, the method further comprises:
acquiring second sales information from the target sales data, wherein the second sales information comprises a first mapping relation among customer information, associated customer information and purchased insurance products;
and sending the first mapping relation to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to check.
Further, the method further comprises:
determining a first insurance product with the largest purchasing insurance number corresponding to the client with the largest purchasing insurance number according to the first sales information;
acquiring customer information and/or associated customer information corresponding to the first insurance product according to the first mapping relation;
and sending customer information and/or associated customer information corresponding to the first insurance product to the management terminal and the personal terminal of the target salesman.
Further, the method further comprises:
determining the client age interval with the maximum purchase insurance times according to the first sales information, and acquiring a second insurance product with the maximum purchase insurance times of the client in the client age area;
acquiring customer information and/or associated customer information corresponding to the second insurance product according to the first mapping relation;
determining first target customer information with the largest insurance purchasing times according to the customer information and/or the associated customer information corresponding to the second insurance product;
and sending the first target customer information to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to view.
Further, the method further comprises:
acquiring customer information with the largest number of times of insurance purchase, wherein the customer information comprises the occupation and the age of a customer;
determining second target customer information with the same occupation and age of the customer according to the customer information;
according to a preset corresponding relation between the salespersons and the customer information, the salespersons corresponding to the second target customer information are determined;
and sending the salespersons corresponding to the second target customer information to the management terminal and the personal terminal of the target salesperson for the management personnel of the management terminal and the salesperson of the personal terminal to view.
Further, after the sending the early warning prompt information to a management terminal, the method further includes:
generating an incentive picture according to the target salesman, a preset picture template and the difference data;
and sending the incentive picture to the personal terminal of the target salesman.
In a second aspect, an embodiment of the present application provides a monitoring and early warning device for service data, including:
the system comprises a first acquisition unit, a second acquisition unit and a management unit, wherein the first acquisition unit is used for acquiring a plurality of salespeople associated and managed by a manager according to the manager;
the second obtaining unit is used for obtaining sales data corresponding to each of the plurality of salesmen from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types;
the third acquisition unit is used for acquiring the difference data between the sales data and the preset performance assessment target data;
a fourth obtaining unit, configured to obtain, from the multiple sellers, a target seller for which the difference data is less than or equal to a preset threshold;
and the generating unit is used for generating early warning prompt information according to the target salesman and the difference data and sending the early warning prompt information to a management terminal, wherein the early warning prompt information is used for prompting a manager of the management terminal that the sales data of the target salesman is about to reach the standard.
Further, the fourth obtaining unit is further configured to:
acquiring target sales data corresponding to the target salesman according to a preset corresponding relation between the salesman and the sales data;
extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products sold most frequently, customer careers purchased most insured times and customer age intervals purchased most insured times in the target sales data;
and sending the first sales information to the management terminal and the personal terminal of the target salesman for the management staff of the management terminal and the salesman of the personal terminal to view.
Further, the fourth obtaining unit is further configured to:
acquiring second sales information from the target sales data, wherein the second sales information comprises a first mapping relation among customer information, associated customer information and purchased insurance products;
and sending the first mapping relation to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to check.
Further, the fourth obtaining unit is further configured to:
determining a first insurance product with the largest purchasing insurance number corresponding to the client with the largest purchasing insurance number according to the first sales information;
acquiring customer information and/or associated customer information corresponding to the first insurance product according to the first mapping relation;
and sending customer information and/or associated customer information corresponding to the first insurance product to the management terminal and the personal terminal of the target salesman.
Further, the fourth obtaining unit is further configured to:
determining the client age interval with the maximum purchase insurance times according to the first sales information, and acquiring a second insurance product with the maximum purchase insurance times of the client in the client age area;
acquiring customer information and/or associated customer information corresponding to the second insurance product according to the first mapping relation;
determining first target customer information with the largest insurance purchasing times according to the customer information and/or the associated customer information corresponding to the second insurance product;
and sending the first target customer information to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to view.
Further, the second obtaining unit is further configured to:
acquiring customer information with the largest number of times of insurance purchase, wherein the customer information comprises the occupation and the age of a customer;
determining second target customer information with the same occupation and age of the customer according to the customer information;
according to a preset corresponding relation between the salespersons and the customer information, the salespersons corresponding to the second target customer information are determined;
and sending the salespersons corresponding to the second target customer information to the management terminal and the personal terminal of the target salesperson for the management personnel of the management terminal and the salesperson of the personal terminal to view.
Further, after the generating unit sends the warning prompt information to the management terminal, the generating unit is further configured to:
generating an incentive picture according to the target salesman, a preset picture template and the difference data;
and sending the incentive picture to the personal terminal of the target salesman.
In a third aspect, an embodiment of the present application provides a terminal, where the terminal includes a processor, an input device, an output device, and a memory, where the processor, the input device, the output device, and the memory are connected to each other, where the memory is used to store a computer program, and the computer program includes a program, and the processor is configured to call the program to execute the method for monitoring and warning business data disclosed in any one of the possible implementation manners of the first aspect.
In a fourth aspect, an embodiment of the present application provides a computer-readable storage medium, where a computer program is stored, and when the computer program is executed by a terminal, the method for monitoring and warning service data disclosed in any one of the possible implementation manners of the first aspect is implemented.
In the embodiment of the application, sales data of a plurality of sales personnel associated and managed by a manager are obtained from a database storing different service types, difference data of the sales data corresponding to the sales personnel and performance assessment target data are respectively obtained, the sales personnel with the difference data smaller than a preset value are obtained from the sales personnel, early warning prompt information is generated according to the sales personnel and the difference data, and the prompt information is sent to a management terminal of the manager to prompt the manager that the sales data of the sales personnel are about to reach the standard. Therefore, the management personnel can acquire the real-time sales data of each of the plurality of sales personnel corresponding to the management personnel, and know the difference between each sales personnel and the performance assessment target, so that the efficiency of data statistics is improved, and the real-time performance of the data is also ensured.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, it is obvious that the drawings in the following description are only some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to the drawings without creative efforts.
Fig. 1 is a schematic structural diagram of a monitoring and early warning system provided in an embodiment of the present application;
fig. 2 is a schematic flowchart of a method for monitoring and early warning service data according to an embodiment of the present disclosure;
FIG. 3 is a schematic diagram of an interface for viewing balance data provided by an embodiment of the present application;
FIG. 4 is a schematic diagram of a generated excitation picture provided by an embodiment of the present application;
fig. 5 is another schematic flow chart of a method for monitoring and warning service data according to an embodiment of the present application;
fig. 6 is a schematic structural diagram of a monitoring and early warning device for service data according to an embodiment of the present application;
fig. 7 is a schematic structural diagram of a terminal according to an embodiment of the present application.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. 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 application.
The monitoring and early warning method for the business data can be applied to a monitoring and early warning system, in some embodiments, the monitoring and early warning system comprises an early warning terminal, a management terminal and a personal terminal of a salesman, wherein the early warning terminal comprises a monitoring and early warning device for the business data. In some embodiments, the early warning terminal may establish a communication connection with the management terminal; in some embodiments, the early warning terminal may establish a communication connection with a personal terminal of a salesperson; in some embodiments, the personal terminal of the salesperson may establish a communication connection with the management terminal. In some embodiments, the manner of the Communication connection may include, but is not limited to, Wi-Fi, Bluetooth, Near Field Communication (NFC), and the like.
The monitoring and early warning system provided by the embodiment of the application is schematically described below with reference to fig. 1.
Referring to fig. 1, fig. 1 is a schematic structural diagram of a monitoring and early warning system according to an embodiment of the present disclosure. The monitoring and early warning system comprises: an early warning terminal 11, a management terminal 12 and a personal terminal 13 of a salesperson. In some embodiments, the early warning terminal 11 and the management terminal 12 may establish a communication connection through a wired or wireless communication connection; in some embodiments, the early warning terminal 11 and the personal terminal 13 of the salesperson can establish communication connection through a wired or wireless communication connection mode; in some embodiments, the personal terminal 13 of the salesperson and the management terminal 12 may establish a communication connection through a wired or wireless communication connection. In some embodiments, the early warning terminal 11, the management terminal 12, and the personal terminal 13 of the salesperson may include, but are not limited to, smart terminal devices such as a smart phone, a tablet computer, a notebook computer, a desktop computer, a vehicle-mounted smart terminal, and a smart watch.
The following describes schematically a method for monitoring and warning service data provided by the embodiment of the present application with reference to fig. 2 to 5.
Referring to fig. 2, fig. 2 is a schematic flow chart of a method for monitoring and warning service data according to an embodiment of the present application, and as shown in fig. 2, the method may include:
201. and acquiring a plurality of sales personnel associated and managed by the management personnel according to the management personnel.
Specifically, in the insurance sales industry, one manager manages a plurality of sales personnel respectively. Therefore, after the manager logs in the account of the manager through the management terminal, the sales data of each of the plurality of sales personnel managed by the manager in a related manner can be checked. Specifically, the identifiers of the plurality of sales personnel corresponding to the identifier of the manager can be obtained through the identifiers of the associated personnel. Sales data may include, but is not limited to: sales person order data, sales person increase data, sales person drill data. The seller's invoice data sets the seller's invoice data for selling insurance, each order sale including insurance product and customer information. The salesperson added data is data pulled to the new customer by the salesperson, and also includes customer information of the new customer. The seller's diamond achievement data also includes the number of consecutive diamond achievements, and the seller's diamond achievement data is the cumulative number of months that the seller achieved monthly performance criteria within the current time period.
202. And obtaining the sales data corresponding to each of the plurality of sales personnel from the database.
In one possible implementation, the sales data for each salesperson may be stored in different databases in different data types or business types, respectively. For example, the sales data of all the sales personnel are stored in a total database in real time, the total database comprises a plurality of sub-databases, each sub-database is used for storing data of different service types, for example, the sales personnel's order data can be stored in a first database, the sales personnel's drill data can be stored in a second database, and the sales personnel's increase data can be stored in a third database.
The data can be set to be acquired from the plurality of sub-databases every 10 minutes, and the acquired data is summarized according to different types through an Electronic Search (ES) tool. For example, the data acquired from each of the plurality of sub-databases is classified according to different branch companies, and sales data of each branch company is obtained. And classifying and summarizing each single insurance to obtain the premium of the insurance product of the main insurance, the premium of the insurance product of the additional insurance and the like included in each single insurance. And outputting the summarized data to a management terminal of a corresponding manager according to the dimensionality of the salesman. For another example, the sales person may be used as a dimension, and the number of units of the sales person per quarter in the past year, the number of units of the sales person per month in the past year, the number of units of the sales person per quarter in the past year, the total premium, the life insurance performance, the comprehensive performance, and the like may be counted according to the historical sales data of the sales person.
Furthermore, the sales data of each salesperson can be processed by taking the salesperson as a dimension, so as to obtain the performance data of the salesperson. For example, the salesperson may count the number of times a diamond is reached, the number of months of continuous diamond reaching, and so on. The data corresponding to the identification of the salesperson is obtained from a plurality of sub databases in the database according to the identification of the salesperson, so that the times of the salesperson accumulating to reach diamonds, the months of continuous diamond reaching and the like are counted.
In a possible implementation manner, processing may be performed before acquiring the data, the sales data required by the salespersons is determined first, and the sales data and the performance data corresponding to each salesperson are acquired directly according to the processed fields. And sending the acquired data to a management terminal of a manager corresponding to the salesperson. So that the manager can view the sales data and performance data of the managed salesperson in real time.
In a possible implementation manner, when data acquisition fails, the early warning terminal can automatically acquire data again from data corresponding to a failed time point when acquiring data next time, and can also send an error code corresponding to the failed time point to the early warning terminal, and a technician corresponding to the early warning terminal manually acquires data again from selected data.
Optionally, the data acquisition program may be monitored, if the acquisition program abnormally calls a safe mail system or a safe short message system, the early warning terminal may send out an early warning, and may extract an operation log of the acquisition program, when an acquisition failure occurs in the operation log and an error code is generated, the acquisition program may be triggered again to acquire data again, the error code may also be sent to the early warning terminal, and a technician corresponding to the early warning terminal manually acquires the data.
203. And acquiring the difference data between the sales data and the preset performance assessment target data.
In one possible implementation, each salesperson is in a position with a preset performance assessment target, and each salesperson is in a position with a preset performance assessment target every month. Wherein, the assessment target of the performance can include but is not limited to: how many more than one policy amount is missing from the diamond, how much less than the premium is reached by the month, how many more than one policy amount is worse from the next job position, how much less than the premium is still left, how many more than the number of members is still left, etc. For example, the preset performance assessment target data is that at least 30 insurance policies need to be opened in the current month, and the premium amount in the current month reaches at least 2 ten thousand yuan. Then, the difference data of the sales data of the invoice data of the current month of the salesperson and the sales data of the premium data of the invoice accumulated by the salesperson in the current month can be calculated according to the two data and the corresponding invoice amount and premium data in the preset achievement of the performance assessment target of the diamond. The balance data may be the number of orders of the balance from the month to the diamond, and the balance data may be the balance premium amount from the month to the diamond.
Referring to fig. 3, fig. 3 is a schematic view of an interface for viewing difference data according to an embodiment of the present disclosure. As shown in fig. 3, the manager can check the difference data of the managed multiple sellers, and in fig. 3, taking the commission gap and the number gap of long insurance pieces of each seller as an example, in the interface, the manager can check the assessment gaps of the multiple sellers under different assessments of different departments. For example, in FIG. 3, the salesperson A has a distance xx assessment standard commission gap of 200.00 yuan, and a long risk piece number gap of 1; the distance xx of the salesman B evaluates the qualified commission gap of 200.00 yuan, and the long-risk piece number gap is 1.
204. And acquiring target salesmen of which the difference data is less than or equal to a preset threshold from a plurality of salesmen.
In one possible implementation manner, a preset threshold is set for a preset performance assessment target corresponding to each service data in the preset performance assessment targets. Take the above calculated difference data as the number of orders of the difference from the current month to the diamond, and the difference data as the difference premium amount from the current month to the diamond. The preset threshold value can be set to be 3 or 2000 yuan, and when the difference data of one of the plurality of salespeople obtained by the management staff association management is less than or equal to 3, that is, the distance between the salespeople and the data reaching the drill in the month is within 3. Or the difference data of the salesperson is less than or equal to 2000 yuan, namely the salesperson within 2000 distance from the salesperson to the premium reduction of the diamond is determined as the target salesperson, and the target salesperson is recorded to obtain a plurality of target salespersons. The preset threshold value can be set by a technician corresponding to the early warning terminal.
205. And generating early warning prompt information according to the target salesperson and the difference data, and sending the early warning prompt information to a management terminal.
In one possible implementation, the personal information of the target salesperson, such as name, department, etc., may be obtained according to the identification of the target salesperson. And generating early warning prompt information according to the personal information and the difference data of the target salesman, and sending the early warning prompt information to a management terminal of a manager so as to prompt the manager that the salesman is about to reach the diamond assessment target in the month. The sales data and the performance data of each salesman can be checked and tracked conveniently by managers in real time, so that a new sales plan can be made conveniently, and the salesman can be helped to achieve a preset performance assessment target. The sending mode may be pushing built in the application program, pushing may also be performed in a short message mode, and pushing may also be performed in an email mode, which is not limited herein.
Further, the manager can also generate an incentive poster according to personal information such as the name of the target salesperson, difference data and a preset picture model. And sending the poster to a personal terminal corresponding to the target salesperson in the form of a picture or a link so as to stimulate the salesperson. The incentive photograph or the link with the incentive photograph can also be shared in third-party chat software. For example, the WeChat may be shared among various communities, such as communication groups, department groups, and the like, and further may be shared among circles of WeChat friends.
Referring to fig. 4, fig. 4 is a schematic diagram of a generated excitation picture according to an embodiment of the present application. As shown in fig. 4, the incentive picture may include an incentive blessing phrase, such as "reconnect, brave create good performance" in fig. 4; salesperson name, such as xxx in FIG. 4, salesperson A is the identity of the salesperson; incentive fields (such as commission gap of 200.00), department of the salesperson, time of generation of the incentive picture, and the like.
In the embodiment of the application, sales data of a plurality of sales personnel associated and managed by a manager are obtained from a database storing different service types, difference data of the sales data corresponding to the sales personnel and performance assessment target data are respectively obtained, the sales personnel with the difference data smaller than a preset value are obtained from the sales personnel, early warning prompt information is generated according to the sales personnel and the difference data, and the prompt information is sent to a management terminal of the manager to prompt the manager that the sales data of the sales personnel are about to reach the standard. Therefore, the management personnel can acquire the real-time sales data of each of the plurality of sales personnel corresponding to the management personnel, and know the difference between each sales personnel and the performance assessment target, so that the efficiency of data statistics is improved, and the real-time performance of the data is also ensured.
Referring to fig. 5, fig. 5 is another schematic flow chart of a method for detecting and warning service data according to an embodiment of the present disclosure. As shown in fig. 5, the method may include:
501. and acquiring target sales data corresponding to the target salesman according to the preset corresponding relation between the salesman and the sales data.
In one possible implementation, the processed data is stored in correspondence with the identity of the sales person. When the manager wants to check the sales data of the salesperson, all the sales data of the salesperson can be directly inquired according to the identification and the corresponding relation of the salesperson.
502. And extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products with the highest number of sales times, client occupation for purchasing the highest insurance times and client age intervals for purchasing the highest insurance times in the target sales data.
In a possible implementation manner, the first sales information may also be information analyzed from the target sales data. For example, the information about the insurance product that the salesperson sells the best, the information about the customer that the salesperson sells the best, including the occupation of the customer, the age of the customer, and the insurance information about the relevant customer of each customer of the salesperson in the company can be analyzed based on all sales data of the salesperson. Wherein the associated client may be a friend, family, etc. of the client. The sales figure obtained by the analysis is also stored as the first sales information of the salesperson, and the sales figure of the salesperson is periodically updated to obtain the updated first sales information.
503. And sending the first sales information to the management terminal and the personal terminal of the target salesman.
Specifically, after the sales figures of the salespersons are analyzed, the first sales information can be sent to the management terminal of the manager corresponding to the salesperson and the personal terminal of the salesperson so that the manager and the salesperson can check the sales figures, and then the sales plan can be adjusted to strive for achieving the preset assessment target in the early days.
Furthermore, besides the first sales information, the first mapping relation among the customer information of the salesperson, the associated customer information and the purchased insurance products can be extracted and used as second sales information to be sent to the management terminal of the manager and the personal terminal of the salesperson, so that the salesperson can search potential customers from the customer information, the associated customer information and the purchased insurance products and strive for achieving the preset assessment target as early as possible. For example, the second sales information may be correspondence between one or more related customers, each of which corresponds to one or more customers of the sales staff, where the related customers may be friends or family, and each related customer may purchase insurance products. For example, the client a corresponds to three related clients (client a, client b, and client c), and the client a, the client b, and the client c purchase the insurance products respectively. For example, a salesperson may sell insurance products for one or more of customer a, customer b, and customer c for the age of the corresponding customer; insurance products corresponding to the client's profession may also be sold to one or more of client a, client b, client c, and so on.
In a possible implementation manner, the occupation of the customer with the largest number of times of insurance purchase and the first insurance product with the largest number of times of insurance purchase may be determined according to the first sales information, and customer information and/or associated customer information corresponding to the first insurance product may be obtained according to the first mapping relationship. And sending the acquired first insurance product and the client information and/or the associated client information corresponding to the first mapping relation and the first insurance product to the personal terminal of the salesperson and the management terminal of the corresponding manager for the salesperson and the corresponding manager to view. Wherein the salesperson and the corresponding manager can make a new sales plan after viewing the first sales information. For example, the first insurance product may be sold to customers and/or associated customers in the first mapping who have not purchased the first insurance product; the client profession in the client information and/or the client profession in the associated client information in the first mapping relation can also be the same as the client profession which has the most insurance times and does not buy the first insurance product, and the client sells the first insurance product; secondary insurance products associated with the first insurance product can also be sold to customers and/or associated customers corresponding to the first insurance product, and so forth.
Further, the age interval of the client with the largest number of purchased insurance times can be determined according to the first sales information, and the second insurance product with the largest number of purchased insurance times of the client in the age interval can be obtained. And simultaneously acquiring customer information and/or associated customer information corresponding to the second insurance product in the first mapping relation. And then the first target customer information with the maximum number of times of purchasing the second insurance product in the age interval can be determined according to the customer information and/or the associated customer information corresponding to the second insurance product. The first target customer information may be transmitted to the personal terminal of the salesperson and the management terminal of the corresponding manager. For the sales person and the corresponding manager to view. Wherein the salesperson and corresponding administrator can make a new sales plan after viewing the target customer information. For example, each target customer included in the first target customer information sells insurance products whose number of sales corresponding to the customer occupation is the largest; the first targeted customer information may also be included in the first mapping relationship for other customers and/or associated customers other than the customer who purchased the second insurance product to sell the second insurance product, and so on.
In one possible implementation, the salesperson may also be analyzed for similar customer information. The method comprises the steps of obtaining customer information with the largest number of times of insurance purchase, determining second target customer information corresponding to the customer information, wherein the target customer included in the second target customer information is the same as the customer occupation and the customer age included in the customer information, obtaining a salesperson corresponding to the target customer information, and sending the obtained salesperson to a personal terminal of the salesperson and a management terminal of the salesperson so as to conveniently view and make a new sales plan. For example, when the customer groups of the salesperson a and the salesperson B having similarity, that is, the customer age and the customer occupation of the part of the customers who purchase the most insured number in the salesperson a and the part of the customers of the salesperson B are the same, it is determined that the part of the customers are the target customers and the part of the similar customers exists in the salesperson a and the salesperson B. The managers respectively corresponding to the salespersons a and B can share the sales plan of the salesperson a for the part of customers to the salesperson B, and the managers corresponding to the salespersons a and B can also share the sales plan of the salesperson B for the target customer to the salesperson a. Thereby helping salesperson a and salesperson B to better sell insurance products.
In the embodiment of the application, sales data of a plurality of sales personnel associated and managed by a manager are obtained from a database storing different service types, difference data of the sales data corresponding to the sales personnel and performance assessment target data are respectively obtained, the sales personnel with the difference data smaller than a preset value are obtained from the sales personnel, early warning prompt information is generated according to the sales personnel and the difference data, and the prompt information is sent to a management terminal of the manager to prompt the manager that the sales data of the sales personnel are about to reach the standard. Therefore, the management personnel can acquire the real-time sales data of each of the plurality of sales personnel corresponding to the management personnel, and know the difference between each sales personnel and the performance assessment target, so that the efficiency of data statistics is improved, and the real-time performance of the data is also ensured.
Referring to fig. 6, fig. 6 is a schematic structural diagram of a monitoring and early warning device 600 for business data according to an embodiment of the present disclosure. The monitoring and early warning device 600 for the service data comprises:
a first obtaining unit 601, configured to obtain, according to a manager, a plurality of sales personnel associated and managed by the manager;
a second obtaining unit 602, configured to obtain sales data corresponding to each of the multiple salespeople from a database, where the database includes multiple sub-databases, and each sub-database stores sales data of different service types;
a third obtaining unit 603, configured to obtain difference data between the sales data and preset performance assessment target data;
a fourth obtaining unit 604, configured to obtain, from the multiple sellers, a target seller for whom the difference data is less than or equal to a preset threshold;
a generating unit 605, configured to generate an early warning prompt message according to the target salesperson and the difference data, and send the early warning prompt message to a management terminal, where the early warning prompt message is used to prompt a manager of the management terminal that the sales data of the target salesperson is about to reach the standard.
Further, the fourth obtaining unit 604 is further configured to:
acquiring target sales data corresponding to the target salespersons according to the corresponding relation between preset salespersons and sales data;
extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products with the largest number of sales times, client occupation for purchasing the largest number of insurance times and client age intervals for purchasing the largest number of insurance times in the target sales data;
and sending the first sales information to the management terminal and the personal terminal of the target salesman for the management person of the management terminal and the salesman of the personal terminal to check.
Further, the fourth obtaining unit 604 is further configured to:
acquiring second sales information from the target sales data, wherein the second sales information comprises a first mapping relation among customer information, associated customer information and purchased insurance products;
and sending the first mapping relation to the management terminal and the personal terminal for the manager of the management terminal and the salesperson of the personal terminal to check.
Further, the fourth obtaining unit 604 is further configured to:
determining a first insurance product with the largest purchase insurance number corresponding to the client occupation with the largest purchase insurance number according to the first sales information;
acquiring customer information and/or associated customer information corresponding to the first insurance product according to the first mapping relation;
and sending customer information and/or associated customer information corresponding to the first insurance product to the management terminal and the personal terminal of the target salesperson.
Further, the fourth obtaining unit 604 is further configured to:
determining the client age interval with the largest number of purchased insurance times according to the first sales information, and acquiring a second insurance product with the largest number of purchased insurance times of the client in the client age interval;
acquiring customer information and/or associated customer information corresponding to the second insurance product according to the first mapping relation;
determining first target customer information having the largest number of times of insurance purchases in the age zone based on the customer information and/or the associated customer information corresponding to the second insurance product;
and sending the first target customer information to the management terminal and the personal terminal for the manager of the management terminal and the salesperson of the personal terminal to check.
Further, the second obtaining unit 602 is further configured to:
acquiring customer information with the largest insurance purchasing times, wherein the customer information comprises the occupation and the age of a customer;
determining second target customer information with the same occupation and age of the customer according to the customer information;
according to the preset corresponding relation between the salesman and the customer information, the salesman corresponding to the second target customer information is determined;
and sending the salespersons corresponding to the second target customer information to the management terminal and the personal terminal of the target salesperson for the management staff of the management terminal and the salesperson of the personal terminal to view.
Further, after the generating unit 605 sends the warning prompt information to the management terminal, the generating unit is further configured to:
generating an incentive picture according to the target salesman, a preset picture template and the difference data;
and sending the incentive picture to the personal terminal of the target salesman.
The detailed descriptions of the first obtaining unit 601, the second obtaining unit 602, the third obtaining unit 603, the fourth obtaining unit 604, and the generating unit 605 may be directly obtained by referring to the related descriptions in the method embodiments shown in fig. 1 to fig. 5, which are not repeated herein.
In the embodiment of the application, sales data of a plurality of sales personnel associated and managed by a manager are obtained from a database storing different service types, difference data of the sales data corresponding to the sales personnel and performance assessment target data are respectively obtained, the sales personnel with the difference data smaller than a preset value are obtained from the sales personnel, early warning prompt information is generated according to the sales personnel and the difference data, and the prompt information is sent to a management terminal of the manager to prompt the manager that the sales data of the sales personnel are about to reach the standard. Therefore, the management personnel can acquire the real-time sales data of each of the plurality of sales personnel corresponding to the management personnel, and know the difference between each sales personnel and the performance assessment target, so that the efficiency of data statistics is improved, and the real-time performance of the data is also ensured.
Referring to fig. 7, fig. 7 is a schematic structural diagram of a terminal provided in an embodiment of the present application, where the terminal is equivalent to the aforementioned early warning terminal, and as shown in fig. 7, a terminal 700 in the embodiment may include: one or more processors 701, an input device 702, an output device 703, a memory 704, a transceiver 705. The processor 701, the input device 702, the output device 703, the memory 704, and the transceiver 705 are connected via a bus. The input device 702 may include a touch screen, a keyboard, a microphone, and the like, the output device 703 may include a display screen, a speaker, and the like, and the transceiver 705 is configured to receive and transmit data. The memory 704 is used for storing a computer program comprising program instructions, and the processor 701 is used for executing the program instructions stored in the memory 704, wherein the processor 701 is configured for calling the program instructions to execute the following steps:
acquiring a plurality of salespeople associated with the manager according to the manager;
obtaining sales data associated and managed by each of the plurality of salesmen from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types;
acquiring difference data of the sales data and preset performance assessment target data;
obtaining target salesmen of which the difference data is less than or equal to a preset threshold value from the salesmen;
and generating early warning prompt information according to the target salesperson and the difference data, and controlling the transceiver 705 to transmit the early warning prompt information to a management terminal, wherein the early warning prompt information is used for prompting a manager of the management terminal that the sales data of the target salesperson is about to reach the standard.
In a possible implementation manner, the processor 701 is further configured to invoke a program instruction to perform the following steps:
acquiring target sales data corresponding to the target salespersons according to the corresponding relation between preset salespersons and sales data;
extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products with the largest number of sales times, client occupation for purchasing the largest number of insurance times and client age intervals for purchasing the largest number of insurance times in the target sales data;
the transceiver 705 is controlled to transmit the first sales information to the management terminal and the personal terminal of the target seller so that the management person of the management terminal and the seller of the personal terminal can view the first sales information.
In a possible implementation manner, the processor 701 is further configured to invoke a program instruction to perform the following steps:
acquiring second sales information from the target sales data, wherein the second sales information comprises a first mapping relation among customer information, associated customer information and purchased insurance products;
the transceiver 705 is controlled to transmit the first mapping relationship to the management terminal and the personal terminal for the manager of the management terminal and the salesperson of the personal terminal to view.
In a possible implementation manner, the processor 701 is further configured to invoke a program instruction to perform the following steps:
determining a first insurance product with the largest purchase insurance number corresponding to the client occupation with the largest purchase insurance number according to the first sales information;
acquiring customer information and/or associated customer information corresponding to the first insurance product according to the first mapping relation;
the transceiver 705 is controlled to transmit customer information and/or associated customer information corresponding to the first insurance product to the management terminal and the personal terminal of the target salesperson.
In a possible implementation manner, the processor 701 is further configured to invoke a program instruction to perform the following steps:
determining the client age interval with the largest number of purchased insurance times according to the first sales information, and acquiring a second insurance product with the largest number of purchased insurance times of the client in the client age interval;
acquiring customer information and/or associated customer information corresponding to the second insurance product according to the first mapping relation;
determining first target customer information with the largest number of times of insurance purchase according to the customer information and/or the associated customer information corresponding to the second insurance product;
the transceiver 705 is controlled to transmit the first target customer information to the management terminal and the personal terminal for a manager of the management terminal and a salesperson of the personal terminal to view.
In a possible implementation manner, the processor 701 is further configured to invoke a program instruction to perform the following steps:
acquiring customer information with the largest insurance purchasing times, wherein the customer information comprises the occupation and the age of a customer;
determining second target customer information with the same occupation and age of the customer according to the customer information;
according to the preset corresponding relation between the salesman and the customer information, the salesman corresponding to the second target customer information is determined;
the transceiver 705 is controlled to transmit the salesperson corresponding to the second target customer information to the management terminal and the personal terminal of the target salesperson for the manager of the management terminal and the salesperson of the personal terminal to view.
In a possible implementation manner, after the sending of the warning prompt message to the management terminal, the processor 701 is further configured to invoke a program instruction to perform the following steps:
generating an incentive picture according to the target salesman, a preset picture template and the difference data;
the transceiver 705 is controlled to transmit the incentive picture to the personal terminal of the target salesperson.
It should be understood that, in some possible embodiments, the processor 701 may be a Central Processing Unit (CPU), and the processor 701 may also be other general purpose processors, Digital Signal Processors (DSPs), Application Specific Integrated Circuits (ASICs), field-programmable gate arrays (FPGAs) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, and so on. A general purpose processor may be a microprocessor or the processor may be any conventional processor or the like.
Wherein steps 201-205 and steps 501-503 can be performed by the processor 701 and the memory 704 in the terminal 700.
The first acquiring unit 601, the second acquiring unit 602, the third acquiring unit 603, the fourth acquiring unit 604, and the generating unit 605 may be implemented by a processor 701, a memory 704, and a transceiver 705 in the terminal.
The terminal 700 may also be configured to execute various methods executed in the foregoing method embodiments, and details are not described again.
In the embodiment of the application, sales data of a plurality of sales personnel associated and managed by a manager are obtained from a database storing different service types, difference data of the sales data corresponding to the sales personnel and performance assessment target data are respectively obtained, the sales personnel with the difference data smaller than a preset value are obtained from the sales personnel, early warning prompt information is generated according to the sales personnel and the difference data, and the prompt information is sent to a management terminal of the manager to prompt the manager that the sales data of the sales personnel are about to reach the standard. Therefore, the management personnel can acquire the real-time sales data of each of the plurality of sales personnel corresponding to the management personnel, and know the difference between each sales personnel and the performance assessment target, so that the efficiency of data statistics is improved, and the real-time performance of the data is also ensured.
Further, here, it is to be noted that: an embodiment of the present application further provides a computer storage medium, where the computer storage medium stores a computer program executed by the monitoring and early warning device for business data mentioned above, and the computer program includes program instructions, and when the processor executes the program instructions, the processor can execute the description of any method in the embodiment corresponding to fig. 1 or fig. 5, and therefore, details are not repeated here. In addition, the beneficial effects of the same method are not described in detail. For technical details not disclosed in the embodiments of the computer storage medium to which the present invention relates, reference is made to the description of the method embodiments of the present invention.
It will be understood by those skilled in the art that all or part of the processes of the methods of the embodiments described above can be implemented by hardware associated with computer program instructions, and the above programs can be stored in a computer readable storage medium, and when executed, can include the processes of the embodiments of the methods described above. The storage medium may be a magnetic disk, an optical disk, a read-only memory (ROM), a Random Access Memory (RAM), or the like.
It is emphasized that the data may also be stored in a node of a blockchain in order to further ensure the privacy and security of the data. The block chain is a novel application mode of computer technologies such as distributed data storage, point-to-point transmission, a consensus mechanism and an encryption algorithm. A block chain (Blockchain), which is essentially a decentralized database, is a series of data blocks associated by using a cryptographic method, and each data block contains information of a batch of network transactions, so as to verify the validity (anti-counterfeiting) of the information and generate a next block. The blockchain may include a blockchain underlying platform, a platform product service layer, an application service layer, and the like.
The above disclosure is only for the purpose of illustrating the preferred embodiments of the present application and is not to be construed as limiting the scope of the present application, so that the present application is not limited thereto, and all equivalent variations and modifications can be made to the present application.
Claims (10)
1. A monitoring and early warning method for service data is characterized by comprising the following steps:
acquiring a plurality of sales personnel related and managed by a manager according to the manager;
obtaining sales data corresponding to each of the plurality of salesmen from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types;
acquiring difference data of the sales data and preset performance assessment target data;
obtaining target salesmen of which the difference data is less than or equal to a preset threshold value from the salesmen;
and generating early warning prompt information according to the target salesman and the difference data, and sending the early warning prompt information to a management terminal, wherein the early warning prompt information is used for prompting a manager of the management terminal that the sales data of the target salesman is about to reach the standard.
2. The method of claim 1, further comprising:
acquiring target sales data corresponding to the target salesman according to a preset corresponding relation between the salesman and the sales data;
extracting first sales information from the target sales data, wherein the first sales information comprises one or more of insurance products sold most frequently, customer careers purchased most insured times and customer age intervals purchased most insured times in the target sales data;
and sending the first sales information to the management terminal and the personal terminal of the target salesman for the management staff of the management terminal and the salesman of the personal terminal to view.
3. The method of claim 2, further comprising:
acquiring second sales information from the target sales data, wherein the second sales information comprises a first mapping relation among customer information, associated customer information and purchased insurance products;
and sending the first mapping relation to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to check.
4. The method of claim 3, further comprising:
determining a first insurance product with the largest purchasing insurance number corresponding to the client with the largest purchasing insurance number according to the first sales information;
acquiring customer information and/or associated customer information corresponding to the first insurance product according to the first mapping relation;
and sending customer information and/or associated customer information corresponding to the first insurance product to the management terminal and the personal terminal of the target salesman.
5. The method of claim 3, further comprising:
determining the client age interval with the maximum purchase insurance times according to the first sales information, and acquiring a second insurance product with the maximum purchase insurance times of the client in the client age area;
acquiring customer information and/or associated customer information corresponding to the second insurance product according to the first mapping relation;
determining first target customer information with the largest insurance purchasing times according to the customer information and/or the associated customer information corresponding to the second insurance product;
and sending the first target customer information to the management terminal and the personal terminal for the management personnel of the management terminal and the sales personnel of the personal terminal to view.
6. The method of claim 1, further comprising:
acquiring customer information with the largest number of times of insurance purchase, wherein the customer information comprises the occupation and the age of a customer;
determining second target customer information with the same occupation and age of the customer according to the customer information;
according to a preset corresponding relation between the salespersons and the customer information, the salespersons corresponding to the second target customer information are determined;
and sending the salespersons corresponding to the second target customer information to the management terminal and the personal terminal of the target salesperson for the management personnel of the management terminal and the salesperson of the personal terminal to view.
7. The method of claim 1, wherein after the sending the warning prompt message to a management terminal, the method further comprises:
generating an incentive picture according to the target salesman, a preset picture template and the difference data;
and sending the incentive picture to the personal terminal of the target salesman.
8. A monitoring and early warning device for service data is characterized by comprising:
the system comprises a first acquisition unit, a second acquisition unit and a management unit, wherein the first acquisition unit is used for acquiring a plurality of sales personnel associated and managed with a manager according to the manager;
the second obtaining unit is used for obtaining sales data corresponding to each of the plurality of salesmen from a database, wherein the database comprises a plurality of sub-databases, and each sub-database is used for storing sales data of different service types;
the third acquisition unit is used for acquiring the difference data between the sales data and the preset performance assessment target data;
a fourth obtaining unit, configured to obtain, from the multiple sellers, a target seller for which the difference data is less than or equal to a preset threshold;
and the generating unit is used for generating early warning prompt information according to the target salesman and the difference data and sending the early warning prompt information to a management terminal, wherein the early warning prompt information is used for prompting a manager of the management terminal that the sales data of the target salesman is about to reach the standard.
9. A terminal, comprising a processor, an input device, an output device and a memory, the processor, the input device, the output device and the memory being interconnected, wherein the memory is configured to store a computer program, the computer program comprising a program, the processor being configured to invoke the program to perform the method according to any of claims 1-7.
10. A computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program which is executed by a processor to implement the method of any one of claims 1-7.
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