CN112991110B - Customer type identification method of multi-dimensional portrait standard and intellectual property monitoring system - Google Patents
Customer type identification method of multi-dimensional portrait standard and intellectual property monitoring system Download PDFInfo
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Abstract
The invention discloses a customer type identification method and a system based on a multidimensional portrait standard, wherein the method comprises the following steps: acquiring client data in an intellectual property client monitoring system; extracting customer basic information from the customer data, and extracting historical order information from the customer data; identifying the customer basic information and the historical order information according to a multi-dimensional portrait rule to obtain an identification result; and determining the client type to which each client belongs according to the identification result. The technical scheme of the invention aims to solve the problem that targeted service is difficult to provide in manual supervision of client data.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a client type identification method based on a multidimensional portrait standard and an intellectual property monitoring system.
Background
The patent agency industry has the characteristics of more reporting nodes and long period, and the client information quantity involved in the processes of patent reporting, authorizing, maintaining and the like is numerous, and various cost and payment time nodes are also numerous. In the prior art, the management of patent clients by each office is often controlled manually, and classification and targeted management of clients are lacking. In particular, the management layer is not directly faced with the customer, and lacks knowledge about the customer's situation, so that it is difficult to form scientific analysis data for the customer, and thus it is difficult to provide more targeted services for different customer types. Therefore, it is highly desirable to provide a method and a system for identifying a client type based on a multi-dimensional portrait standard.
Disclosure of Invention
The invention mainly aims to provide a client type identification method and system based on a multidimensional portrait standard, which aim to solve the problem that targeted service is difficult to provide in manual supervision of client data.
In order to achieve the above object, the method for identifying the client type based on the multi-dimensional portrait standard provided by the invention comprises the following steps:
acquiring client data in an intellectual property client monitoring system;
extracting customer basic information from the customer data, and extracting historical order information from the customer data;
identifying the customer basic information and the historical order information according to a multi-dimensional portrait rule to obtain an identification result;
and determining the client type to which each client belongs according to the identification result.
Preferably, the step of extracting the customer base information from the customer data includes:
extracting at least one of a customer name, an enterprise property, and an enterprise introduction from the customer data;
and/or
The step of extracting historical order information from the customer data includes:
at least one of a history listing number, a history listing price, a history listing total price, a history reporting invention number, a history reporting invention duty ratio, a history payment period, and history inventor information is extracted from the client data.
Preferably, the step of identifying the customer base information and the historical order information according to a multi-dimensional portrait rule to obtain an identification result includes:
and identifying the customer basic information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades.
Preferably, the historical payment period includes contracted payment time and actual payment time; the step of identifying the customer base information and the historical order information according to the multi-dimensional portrait rule to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying the contracted payment time and the actual payment time of each order of the customer to determine the payment timekeeping condition of the customer;
a first level parameter of the customer is determined based on the customer's payment timekeeping.
Preferably, the step of identifying the customer base information and the historical order information according to the multidimensional portrait rule to categorize each customer into a plurality of customer levels having different levels comprises:
identifying the historical billing times, the historical billing unit prices, and the historical billing total prices for the customer to determine the order size of the customer;
and determining a second level parameter of the customer according to the order scale of the customer.
Preferably, the step of identifying the customer base information and the historical order information according to the multidimensional portrait rule to categorize each customer into a plurality of customer levels having different levels comprises:
identifying the number of the historic declaration inventions and the historic declaration invention duty ratio of the client to determine the intellectual property innovation level of the client;
and determining a third level parameter of the client according to the intellectual property innovation level of the client.
Preferably, the historical inventor information includes a historical inventor name; the step of identifying the customer base information and the historical order information according to the multi-dimensional portrait rule to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying historical names of the clients, and determining the number of the clients and the signature times of each inventor so as to determine the size of the clients;
and determining a fourth grade parameter of the client according to the size of the inventor of the client.
Preferably, the step of identifying the customer base information and the historical order information according to the multidimensional portrait rule to classify each customer into a plurality of customer grades with different grades further comprises:
forming a follow-up image of each client in an intellectual property client monitoring system, wherein the follow-up image comprises a time coordinate axis and an amount coordinate axis;
displaying a change trend curve of the amount of the ticket in each month in each year of the customer through the follow-up image;
acquiring a contract payment period of a customer;
automatically calculating the intellectual property declaration hot spot time of the client according to the change trend curve of the bill amount and the contract payment period of each month in each year;
a prompt is sent to the user personnel before the hot spot time is declared.
Preferably, the method further comprises:
and displaying each client and/or orders corresponding to each client according to different display rules according to the client grade to which each client belongs.
In addition, to achieve the above object, the present invention also provides an intellectual property monitoring system, including: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program when executed by the processor performs the steps of a method for identifying a customer type based on a multi-dimensional portrayal standard as defined in any one of the preceding claims.
In the invention, client data is stored in the intellectual property client monitoring system, and the client data comprises client information, contract information and order information. And extracting targeted data from client data stored in the intellectual property client monitoring system for analysis and identification, and then carrying out identification processing on the client basic information and the historical order information according to a multidimensional portrait rule so as to know the strength, order quantity, scale and performance capability of the client from a plurality of preset dimensions. Thus, scientific analysis data is formed for clients, and more targeted services are provided for different client types.
Drawings
FIG. 1 is a flow chart of a first embodiment of a client type recognition method based on a multi-dimensional portrait standard according to the present invention.
The achievement of the objects, functional features and advantages of the present invention will be further described with reference to the accompanying drawings, in conjunction with the embodiments.
Detailed Description
It should be understood that the specific embodiments described herein are for purposes of illustration only and are not intended to limit the scope of the invention.
In the following description, suffixes such as "module", "component", or "unit" for representing elements are used only for facilitating the description of the present invention, and have no specific meaning per se. Thus, "module," "component," or "unit" may be used in combination.
Referring to fig. 1, in order to achieve the above object, a first embodiment of the present invention provides a method for identifying a client type based on a multi-dimensional portrait standard, which includes the following steps:
step S10, obtaining client data in an intellectual property client monitoring system;
step S20, extracting customer basic information from the customer data and extracting historical order information from the customer data;
step S30, identifying the customer basic information and the historical order information according to a multi-dimensional portrait rule to obtain an identification result;
and step S40, determining the client type of each client according to the identification result.
In the invention, client data is stored in the intellectual property client monitoring system, and the client data comprises client information, contract information and order information. And extracting targeted data from client data stored in the intellectual property client monitoring system for analysis and identification, and then carrying out identification processing on the client basic information and the historical order information according to a multidimensional portrait rule so as to know the strength, order quantity, scale and performance capability of the client from a plurality of preset dimensions. Thus, scientific analysis data is formed for clients, and more targeted services are provided for different client types.
Specifically, the intellectual property client monitoring system comprises a client management module, a contract management module and a patent service cooperation module. The customer management module stores customer basic information, the contract management module stores contract information of customers, and the patent business collaboration module stores order state and flow information.
Based on the first embodiment of the method for identifying a client type based on the multi-dimensional portrait standard according to the present invention, in the second embodiment of the method for identifying a client type based on the multi-dimensional portrait standard according to the present invention, the step of extracting the client basic information from the client data in step S20 includes:
and step S21, extracting at least one of a customer name, enterprise property and enterprise introduction from the customer data.
Specifically, the customer basic information may further include at least one of a contact person, a contact way, a contact address, a follow-up record, a historical order detail, a cost monitor, a cost detail, and billing information; the historical order details comprise patent applicant, patent application number, patent type, patent name, patent state, inventor, application date and relevant docking team members of the office. The customer data is derived from data stored by at least one of a customer management module, a contract management module, and a patent business collaboration module.
Based on the customer name, nature of the business, and the business description in the customer base, the customer's business type, e.g., new material business, software business, or mechanical business, can be identified. Because of the closer relationship between intellectual property services and enterprise types, different types of enterprises may need to match different docking teams. Therefore, the intellectual property client monitoring system can also comprise an employee data module, wherein employee data are stored in the employee data module, and the employee data comprise departments to which the employees belong, service fields of the employees and currently pending workload of the employees, so that different docking teams can be automatically matched for the clients by extracting client basic information and the employee data. For example, new material enterprises match agents in the material world, software enterprises match agents in the software enterprises, and mechanical enterprises match agents in the mechanical enterprises.
In a third embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the first or second embodiment of the present invention, the step of extracting historical order information from the client data in the step S20 includes:
and S22, extracting at least one of historical billing times, historical billing unit price, historical billing total price, historical reporting invention quantity, historical reporting invention duty ratio, historical payment period and historical inventor information from the client data.
The historical order information of the clients is used for carrying out multi-dimensional image on the clients to form multi-dimensional evaluation of the clients, and overall evaluation information of the clients is formed according to the evaluation of each dimension.
When evaluating according to multiple dimensions, different display rules can be adopted for each dimension of evaluation, so that a user can intuitively determine the multi-dimensional information of the client according to the display effect of the client on a display interface of the intellectual property client monitoring system.
Wherein, step S21 and step S22 may be alternatively or both implemented.
The display effect can be as follows: and distinguishing clients with different grades according to the key dimension evaluation result by adopting at least one of colors, characters and images. The key dimension may be at least one of a payment timekeeping, an intellectual property reporting activity level, and a innovation level, for example, if the payment timekeeping is good, the intellectual property reporting is active, and the innovation level is good, the client is marked with a green background color, and/or a mark such as "premium client" is marked at a preset position of the client name.
The overall evaluation information can be realized according to the following scheme: the evaluation of each dimension is presented as a score, and a weight value is preset for each dimension. Obtaining the product of the evaluation score of each dimension and the corresponding weight value to obtain the weighted score of each dimension, wherein the sum of the weighted scores of the dimensions is the overall evaluation score, and determining the overall evaluation information of the client according to the score interval corresponding to the overall evaluation score.
In a third embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the present invention, in a fourth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the present invention, the step S30 includes:
and S31, identifying the customer basic information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades.
Specifically, the client class types may include: payment conservation level, order size level, intellectual property innovation level, and inventor size level. And providing a client grade inquiry key in the intellectual property client monitoring system, wherein the touch control grade inquiry key can obtain a drop-down menu of each grade classification. Sorting means in the drop-down menu, the sorting means including at least two of a payment timekeeping level, an order size level, an intellectual property innovation level, and an inventor size level. After one classification mode is selected, a client grade display page of the selected mode is entered, and each client is displayed according to the client grade in the client grade display page according to a preset display mode.
In a fifth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the present invention, the step S31 includes:
step S311, the contracted payment time and the actual payment time of each order of the customer are identified to determine the payment timekeeping condition of the customer;
step S312, determining the first level parameter of the customer according to the payment timekeeping condition of the customer.
The first level parameter is used to represent the payment timekeeping of the customer. Specifically, in the intellectual property client monitoring system, the user can upload the contracted payment time of each order of the client, or upload the contracted contract scanning piece in the intellectual property client monitoring system, and the contracted payment time is identified from the contract scanning piece in a word identification mode.
The actual payment time may be entered by a financial or business person. In another embodiment, the intellectual property client monitoring system is associated with a banking system, the system automatically detects the account information of the banking system, and automatically matches the to-be-paid money of the client according to the payer information and the payment amount in the account information, thereby completing the automatic capture of the actual payment time.
In a fourth embodiment and a fifth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the present invention, in a sixth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the present invention, the step S31 includes:
step S313, identifying the historical billing times, the historical billing unit prices and the historical billing total prices of the clients to determine the order size of the clients;
step S314, determining a second level parameter of the customer according to the order size of the customer.
Determining the order size of a customer helps identify key customers. The step S31 may further include: and further, acquiring a contract payment period of the client, automatically calculating the intellectual property reporting hot spot time of the client according to the change trend curve of the ticket amount of each month and the contract payment period of each month in each year, and sending a prompt to a user before the reporting hot spot time comes. The user includes personnel and administrators within the customer's docking team.
In a seventh embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the fourth to sixth embodiments of the present invention, the step S31 includes:
step S315, identifying the number of the historic declaration inventions and the historic declaration invention duty ratio of the client to determine the intellectual property innovation level of the client;
step S316, determining a third level parameter of the customer according to the intellectual property innovation level of the customer.
In this embodiment, the number of historic reporting inventions and the historic reporting invention duty ratio of the client refer to data of the client in the intellectual property client monitoring system. Furthermore, the total number of the invention declarations and the total proportion of the invention declarations of the clients in China can be obtained. Comparing the number of the historic declaration inventions with the total number of the declaration inventions to determine the service share of the patent office; the historical reporting invention duty ratio is compared with the total proportion of the reporting inventions to determine the specific gravity condition of the patent office on the market of the specific gravity of the client, so that a comparison prompt and service suggestion information are sent to a docking team according to the service share and the specific gravity condition.
In an eighth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to any one of the fourth to seventh embodiments, the method further includes:
step S317, identifying historical inventor names of clients, and determining the number of the inventors of the clients and the number of signature times of each inventor, thereby determining the inventor scale of the clients;
step S318, determining a fourth level parameter of the client according to the size of the inventor of the client.
The inventor embodies the research and development and innovation capabilities of the clients on a large scale, so that the inventor is subjected to the hierarchical arrangement of the clients on a large scale, and the research and development forces of the clients are intuitively embodied, thereby being beneficial to the development of key clients.
In a ninth embodiment of the method for identifying a client type based on a multi-dimensional portrait standard according to the fourth to eighth embodiments of the present invention, the method for identifying a client type based on a multi-dimensional portrait standard further includes:
and step S40, displaying the clients and/or orders corresponding to the clients according to different display rules according to the client grades to which the clients belong.
In addition, to achieve the above object, the present invention also provides an intellectual property monitoring system, including: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program when executed by the processor performs the steps of a method for identifying a customer type based on a multi-dimensional portrayal standard as defined in any one of the preceding claims.
The technical solution of the intellectual property monitoring system of the present embodiment at least includes all the technical solutions of the embodiments of the client type identification method based on the multidimensional portrait standard, so that all the technical effects of the embodiments are at least provided, and will not be described in detail herein.
From the above description of the embodiments, it will be clear to those skilled in the art that the above-described embodiment method may be implemented by means of software plus a necessary general hardware platform, but of course may also be implemented by means of hardware, but in many cases the former is a preferred embodiment. Based on such understanding, the technical solution of the present invention may be embodied essentially or in part in the form of a software product stored in a computer readable storage medium (e.g. ROM/RAM, magnetic disk, optical disk) as described above, comprising instructions for causing a terminal device to enter the method according to the embodiments of the present invention.
In the description of the present specification, descriptions of terms "one embodiment," "another embodiment," "other embodiments," or "first embodiment through X-th embodiment," etc., mean that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the present invention. In this specification, schematic representations of the above terms do not necessarily refer to the same embodiments or examples. Furthermore, the particular features, structures, materials, method steps or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.
It should be noted that, in this document, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or system that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or system. Without further limitation, an element defined by the phrase "comprising one … …" does not exclude the presence of other like elements in a process, method, article, or system that comprises the element.
The foregoing embodiment numbers of the present invention are merely for the purpose of description, and do not represent the advantages or disadvantages of the embodiments.
The foregoing description is only of the preferred embodiments of the present invention, and is not intended to limit the scope of the invention, but rather is intended to cover any equivalents of the structures or equivalent processes disclosed herein or in the alternative, which may be employed directly or indirectly in other related arts.
Claims (8)
1. A customer type identification method based on a multi-dimensional portrait standard is characterized by comprising the following steps:
acquiring client data in an intellectual property client monitoring system, wherein the client data comprises client information, contract information and order information; the intellectual property client monitoring system comprises a client management module, a contract management module and a patent service cooperation module, wherein the client management module stores basic client information, the contract management module stores contract signing information of clients, and the patent service cooperation module stores order state and flow information;
extracting client basic information from the client data and extracting historical order information from the client data, wherein the historical order information of the client is used for carrying out multi-dimensional imaging on the client to form multi-dimensional evaluation of the client, and forming overall evaluation information of the client according to the evaluation of each dimension, wherein the overall evaluation information is realized according to the following scheme: the evaluation of each dimension is presented in a score, a weight value is preset for each dimension, the product of the evaluation score of each dimension and the corresponding weight value is obtained, so that the weighted score of each dimension is obtained, the sum of the weighted scores of each dimension is the overall evaluation score, and the overall evaluation information of the client is determined according to the score interval corresponding to the overall evaluation score;
identifying the customer base information and the historical order information according to a multi-dimensional portrait rule to obtain an identification result, wherein the identification method comprises the following steps of: identifying the customer basic information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades;
determining the client type of each client according to the identification result; the method comprises the steps of extracting targeted data from client data stored in an intellectual property client monitoring system, analyzing and identifying the targeted data, and identifying the client basic information and the historical order information according to a multidimensional portrait rule so as to know the strength, order quantity, scale and performance of the client from a plurality of preset dimensions, thereby being beneficial to forming scientific analysis data for the client and providing more targeted services for different client types;
the step of identifying the customer base information and the historical order information according to the multi-dimensional portrait rule to classify each customer into a plurality of customer grades with different grades comprises the following steps:
forming a follow-up image of each client in an intellectual property client monitoring system, wherein the follow-up image comprises a time coordinate axis and an amount coordinate axis;
displaying a change trend curve of the amount of the ticket in each month in each year of the customer through the follow-up image;
acquiring a contract payment period of a customer;
automatically calculating the intellectual property declaration hot spot time of the client according to the change trend curve of the bill amount and the contract payment period of each month in each year;
a prompt is sent to the user personnel before the hot spot time is declared.
2. The multi-dimensional portrait standard based customer type identification method according to claim 1, wherein said step of extracting customer base information from said customer data includes:
extracting at least one of a customer name, an enterprise property, and an enterprise introduction from the customer data;
and/or
The step of extracting historical order information from the customer data includes:
at least one of a history listing number, a history listing price, a history listing total price, a history reporting invention number, a history reporting invention duty ratio, a history payment period, and history inventor information is extracted from the client data.
3. The method for identifying a customer type based on a multi-dimensional portrait standard according to claim 2, wherein said historical payment period includes contracted payment time and actual payment time; the step of identifying the customer base information and the historical order information according to the multi-dimensional portrait rule to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying the contracted payment time and the actual payment time of each order of the customer to determine the payment timekeeping condition of the customer;
a first level parameter of the customer is determined based on the customer's payment timekeeping.
4. The method for identifying a customer type based on a multi-dimensional portrayal criteria according to claim 1, wherein the step of identifying the customer base information and the historical order information according to the multi-dimensional portrayal rules to categorize each customer into a number of customer levels of different levels comprises:
identifying the historical billing times, the historical billing unit prices, and the historical billing total prices for the customer to determine the order size of the customer;
and determining a second level parameter of the customer according to the order scale of the customer.
5. The method for identifying a customer type based on a multi-dimensional portrayal criteria according to claim 1, wherein the step of identifying the customer base information and the historical order information according to the multi-dimensional portrayal rules to categorize each customer into a number of customer levels of different levels comprises:
identifying the number of the historic declaration inventions and the historic declaration invention duty ratio of the client to determine the intellectual property innovation level of the client;
and determining a third level parameter of the client according to the intellectual property innovation level of the client.
6. The multi-dimensional portrait standard based customer type identification method according to claim 2 where the historical inventor information includes historical inventor names; the step of identifying the customer base information and the historical order information according to the multi-dimensional portrait rule to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying historical names of the clients, and determining the number of the clients and the signature times of each inventor so as to determine the size of the clients;
and determining a fourth grade parameter of the client according to the size of the inventor of the client.
7. The multi-dimensional portrait standard based customer type identification method according to any one of claims 1 to 6 further comprising:
and displaying each client and/or orders corresponding to each client according to different display rules according to the client grade to which each client belongs.
8. An intellectual property monitoring system comprising: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program, when executed by the processor, implements the steps of a multi-dimensional portrait standard based client type identification method according to any one of claims 1 to 7.
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