CN102708511A - Customer managing system of financial marketing service and realizing method thereof - Google Patents
Customer managing system of financial marketing service and realizing method thereof Download PDFInfo
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Abstract
The invention relates to a customer managing system of a financial marketing service and a realizing method thereof. The customer managing system comprises a system function module, a customer managing module, a managing module, a working module, a product managing module and a team module, wherein the system function module is used for performing the customer service system setting, authority management, data configuration, configuration of a system researcher, event management and data processing management; the customer managing module is used for providing a multi-dimensional information checking method to customers and providing the management of potential customers and the management of customer service records; the managing module is used for providing task management, building up different tasks, report management, workload management, questionnaire management, short message management, strategy management and appointment auditing management to servers and marketers according to the actual condition; the working module is used for providing an executing function to the customer service task; the product managing module is used for providing service packages, service products and financial products which are sold well recently, showing the products clicked by the customers to check and checking a customer list of the products according to the information provided by an interactive information platform; and the team module is used for providing the information list of company team and personnel.
Description
Technical field
The present invention relates to client service management system and its implementation of a kind of financial marketing service.
Background technology
Full of client's growth and professional complicacy day by day, performance faces test; Along with the individual demand of financial sales department progressively increases, system need satisfy the personalized demand on both side of general headquarters' unified management and sales department simultaneously; Therefore need take into full account user's operability, help the user to increase work efficiency.
Summary of the invention
The objective of the invention is to overcome the deficiency that prior art exists, client service management system and its implementation of a kind of financial marketing service is provided.
The object of the invention is realized through following technical scheme:
The client service management system of finance marketing service comprises system function module, customer management module, administration module, operational module, product administration module and team's module; System function module provides configuration, incident management and data management processing to customer service system setting, rights management, data configuration, system queries device; Said customer management module provides information inspection mode to client's various dimensions, provides potential customers' the management and the management of customer service record; Said administration module provides task management, creates management, the management of note, tactical management, the reservation checking management of various tasks, Report Server Management, work load management, questionnaire to attendant and marketing personnel according to actual conditions; Said operational module provides customer service task executions function, and the client makes a phone call, sends short messages, sends out mail to the target customer of task, carries out the preregistration operation, the adding schedule management is provided and reminds setting; Said product administration module provides service package, service product and the financial product of nearest fast sale, according to the information that interactive information platform provides, shows that the client clicks client's inventory that the product checked and product are seen product; Said team module provides the guide look of corporate team and personal information, checks team's related work and service log;
Said system function module, the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Customer management module is obtained the data dictionary data through system function module, carries out menu and external linkage configuration and configuration querying device by system function module, obtains client's module permissions data and client's module data permissions data and event setup; Said administration module obtains the data dictionary data through system function module, carries out menu and external linkage configuration and configuration querying device by system function module, obtains administration module permissions data and my administration module data permission data and event setup; Said operational module obtains work management module permissions data and operational module data permission data through system function module, obtains relevant data dictionary, statistical work module accesses number of times; Said product administration module is obtained product module permissions data and product data permissions data through the system function module configuration menu; Said team module is obtained team's module permissions data and team's module data authority through system function module.
Further, the client service management system of above-mentioned financial marketing service, said system function module comprise system management module, authority management module, data configuration module, requestor module, event manager module and data processing module; System management module comprises notice bulletin module and menu management module, and notice bulletin module is checked system or sales department's bulletin, menu management module management system view menu; Authority management module comprises authority module is set; According to role and personnel setting menu authority, button authority, data permission, content rights, outer chain authority; Role, data, content are provided with module and are used for role of manager's setting, the setting of content in the setting of data permission and the content rights; The data configuration module comprises management data table module, data dictionary management module, sales department's parameter-definition and module is set; The requestor module is used for the configuration and the management of requestor; The data processing module is realized the monitoring and the scheduling of batch processing task.
Further; The client service management system of above-mentioned financial marketing service; Said customer management module comprises client's module, customer information module, Transaction Information module and service aid module; Client's module and paid close attention to client's module under client's module comprises, affiliated client's module to the client divide into groups, classification, classification check, paid close attention to the client who relates in target customer that client's module relates to according to pending work and the event notification and managed; The customer information module comprises potential customer management module and service record management module, potential customer management module registers and management potential customers information, automatic enrolled for service record of service log administration module and manually registration; Transaction Information module and service aid module realize external linkage.
Further; The client service management system of above-mentioned financial marketing service; Said administration module comprises task management module, statistical report form module, checking management module, customer management module, task strategy module, short message managing module, employee's module and media management module; Said task management module comprises task creation module and task details module, and the task creation module provides classification of task, Products Show, customer care and suggestion for investment, creates various tasks to different users and actual conditions; Issue after creating completion, execute the task; The task that task details module is checked dissimilar and state is checked the details of task and is carried out the task adjustment; Said statistical report form module generates form and downloads form; Said checking management module comprises reservation auditing module and note auditing module, and the reservation auditing module examines and reject operation to reservation recording, and the note auditing module is after sending note, and the person approving of appointment ratifies or reject operation to note; Said customer management module comprises storage client module and potential customers' module, is used to manage storage client and potential customers' information; Said employee's module is checked employee's workload through individual or task; Said task strategy module comprises system task setting module and policy module, is used for application and the maintenance and the establishment system task of strategy; Said short message managing module is according to the setting of requirements set message template and SMS limit; Said media management module comprises questionnaire administration module, document management module and personal share rights and interests module; The questionnaire administration module provides the management of questionnaire and the management of exercise question; The document management module provides the system documentation management; Upload document and download document, personal share rights and interests module provides newly-increased, checks and revises the personal share benefits information.
Further; The client service management system of above-mentioned financial marketing service; Said operational module comprises Pending tasks administration module, schedule management module and routine work module, and the Pending tasks administration module comprises task execution module, by Pending tasks, classification of task, task status task is classified and checks; It is different that dissimilar tasks is carried out the interface, checks the target customer of task and select executive mode that the target customer is operated; Schedule management module management schedule, important schedule is provided with prompting; The routine work module comprises fund reservation module and stock recommending module, and fund reservation module increases, revises and check the product reservation recording newly, and the stock recommending module goes into to record the for reference recommendation of stock.
Again further; The client service management system of above-mentioned financial marketing service; Said product administration module comprises the hot-sale products module, pays close attention to product module and product warehouse module, and said hot-sale products module provides reference to the sales figure of user's exhibiting product, signatory number and click volume; Said concern product module is showed product that the user pays close attention to and from providing the product business opportunity to check; Said product warehouse module provides product information in the inquiry warehouse.
Again further; The client service management system of above-mentioned financial marketing service; Said team module comprises team's module and personnel's module and Team Management's module; Team module explicit user place team and team's relevant information check that personnel's module provides all personnel and the personnel's particulars team under, Team Management's module provides outside connection.
The implementation method of the customer service management of the present invention finance marketing service, customer management module makes up 360 ° of panoramic views of client, and the various prerequisites analyzed adaptive as the client; The client is carried out classify and grading, neatly, check various dimensions; Customer management module and operational module pass through phone; Note, email and on-site customer are got in touch, and check customer service record, the information of analyzing and grasp the key link; Choosing with the task is the wizard-like service form that drives; Administration module is a guide with the order ground of marketing service personnel user using system, through the mode of task-driven, creates the financial product sales goal; Marketing personnel get in touch to the target customer, and the attendant pays a return visit and collect relevant client's feedback information with the mode of task;
System function module, the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Customer management module is obtained the data dictionary data through system function module, carries out menu and external linkage configuration and configuration querying device by system function module, obtains client's module permissions data and client's module data permissions data and event setup; Said administration module obtains the data dictionary data through system function module, carries out menu and external linkage configuration and configuration querying device by system function module, obtains administration module permissions data and administration module data permission data and event setup; Said operational module obtains work management module permissions data and operational module data permission data through system function module, obtains relevant data dictionary, at system function module statistical work module accesses number of times; Said product administration module is obtained product module permissions data and product data permissions data through the system function module configuration menu; Said team module is obtained team's module permissions data and team's module data authority through system function module.
Substantive distinguishing features and obvious improvement that technical scheme of the present invention is outstanding are mainly reflected in:
Can be through the present invention to single client's yield management, the motion of marketing in real time/serving becomes interactive customer service and client's consulting type system;
Activity around marketing personnel provides required, intensive customer information; Through the wizard-like function, the marketing service activity is provided support; Marketing service personnel's activity is as task, through the performance assessment achievement of task; According to client's characteristic and contribution, the client is carried out the classify and grading of refinement; (insurance SMA) is docked, and gathers complete customer information with peripheral financial institution;
Put in order being scattered in enterprise's customer data everywhere; Conveniently a kind of understanding comprehensive, reliable and complete to the client is provided for enterprise; Thereby make processes all between client and enterprise and the interactive relation that can help to maintain and expand this mutual benefit; And provide the information that helps to organize the assessment strategic decision, help to be organized in the interactive process with existing and potential client and strengthen profitability.
Description of drawings
Below in conjunction with accompanying drawing technical scheme of the present invention is described further:
Fig. 1 is the module relationship synoptic diagram of system of the present invention;
Fig. 2 is the system function module synoptic diagram of system of the present invention;
Fig. 3 is the customer management module synoptic diagram of system of the present invention;
Fig. 4 is the administration module synoptic diagram of system of the present invention;
Fig. 5 is the operational module synoptic diagram of system of the present invention;
Fig. 6 is the product administration module synoptic diagram of system of the present invention;
Fig. 7 is team's module diagram of system of the present invention.
Embodiment
As shown in Figure 1, the client service management system of financial marketing service comprises system function module 1, customer management module 2, administration module 3, operational module 4, product administration module 5 and team's module 6; System function module 1 provides configuration, incident management and data management processing to customer service system setting, rights management, data configuration, system queries device; Customer management module 2 provides information inspection mode to client's various dimensions, provides potential customers' the management and the management of customer service record; Administration module 3 provides task management, creates management, the management of note, tactical management, the reservation checking management of various tasks, Report Server Management, work load management, questionnaire to attendant and marketing personnel according to actual conditions; Operational module 4 provides customer service task executions function, and the client makes a phone call, sends short messages, sends out mail to the target customer of task, carries out the preregistration operation, the adding schedule management is provided and reminds setting; Product administration module 5 provides service package, service product and the financial product of nearest fast sale, according to the information that interactive information platform provides, shows that the client clicks client's inventory that the product checked and product are seen product; Team's module 6 provides the guide look of corporate team and personal information, checks team's related work and service log;
System function module 1, the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Customer management module 2 is obtained the data dictionary data through system function module 1, carries out menu and external linkage configuration and configuration querying device by system function module 1, obtains client's module permissions data and client's module data permissions data and event setup; Said administration module 3 obtains the data dictionary data through system function module 1, carries out menu and external linkage configuration and configuration querying device by system function module 1, obtains administration module permissions data and my administration module data permission data and event setup; Operational module 4 obtains work management module permissions data and operational module data permission data through system function module 1, obtains relevant data dictionary, statistical work module accesses number of times; Said product administration module 5 is obtained product module permissions data and product data permissions data through system function module 1 configuration menu; Said team module 6 is obtained team's module permissions data and team's module data authority through system function module 1.
As shown in Figure 2, system function module 1 comprises system management module 101, authority management module 102, data configuration module 103, requestor module 104), event manager module 105 and data processing module 106; System management module 101 comprises notice bulletin module 107 and menu management module 108, and notice bulletin module 107 is checked system or sales department's bulletin, menu management module 108 management system view menus; Authority management module 102 comprises authority module is set; According to role and personnel setting menu authority, button authority, data permission, content rights, outer chain authority; Role, data, content are provided with module and are used for role of manager's setting, the setting of content in the setting of data permission and the content rights; Data configuration module 103 comprises management data table module, data dictionary management module, sales department's parameter-definition and module is set; Requestor module 104 is used for the configuration and the management of requestor; Data processing module (106) is realized the monitoring and the scheduling of batch processing task.
As shown in Figure 3; Customer management module 2 comprises client's module 201, customer information module 202, Transaction Information module 203 and service aid module 204; Client's module 201 comprises affiliated client's module 205 and is paid close attention to client's module 206; Under 205 couples of clients of client's module divide into groups, classification, classification check, paid close attention to the client who relates in target customer that client's module 206 relates to according to pending work and the event notification and managed; Customer information module 202 comprises potential customer management module and service record management module, potential customer management module registers and management potential customers information, automatic enrolled for service record of service log administration module and manually registration; Transaction Information module 203 realizes external linkage with service aid module 204.
As shown in Figure 4; Administration module 3 comprises task management module 301, statistical report form module 302, checking management module 303, customer management module 304, task strategy module 305, short message managing module 306, employee's module 307 and media management module 308; Said task management module 301 comprises task creation module 309 and task details module 310; Task creation module 309 provides classification of task, Products Show, customer care and suggestion for investment; Create various tasks to different users and actual conditions, issue after establishment is accomplished is executed the task; The task that task details module 310 is checked dissimilar and state is checked the details of task and is carried out the task adjustment; Said statistical report form module 302 generates form and downloads form; Said checking management module 303 comprises reservation auditing module 312 and note auditing module 311; Operation is examined and rejected to 312 pairs of reservation recordings of reservation auditing module; Note auditing module 311 is after sending note, and the person approving of appointment ratifies or reject operation to note; Customer management module 304 comprises storage client module 315 and potential customers' module 316, is used to manage storage client and potential customers' information; Said employee's module 307 is checked employee's workload through individual or task; Task strategy module 305 comprises system task setting module 313 and policy module 314, is used for application and the maintenance and the establishment system task of strategy; Said short message managing module 306 is according to the setting of requirements set message template and SMS limit; Said media management module 308 comprises questionnaire administration module 317, document management module 318 and personal share rights and interests module 319; Questionnaire administration module 317 provides the management of questionnaire and the management of exercise question; Document management module 318 provides the system documentation management; Upload document and download document, personal share rights and interests module 319 provides newly-increased, checks and revises the personal share benefits information.
As shown in Figure 5; Operational module 4 comprises Pending tasks administration module 401, schedule management module 402 and routine work module 403; Pending tasks administration module 401 comprises task execution module 404; By Pending tasks, classification of task, task status task is classified and to check, it is different that dissimilar tasks is carried out the interface, checks the target customer of task and select executive mode that the target customer is operated; The 402 managing schedule arrangements of schedule management module, important schedule is provided with prompting; Routine work module 403 comprises fund reservation module 405 and stock recommending module 406, and fund reservation module 405 increases, revises and check the product reservation recording newly, and stock recommending module 406 goes into to record the for reference recommendation of stock.
As shown in Figure 6, product administration module 5 comprises hot-sale products module 501, pays close attention to product module 502 and product warehouse module 503, and hot-sale products module 501 provides reference to the sales figure of user's exhibiting product, signatory number and click volume; Pay close attention to product that product module 502 shows that users pay close attention to and from providing the product business opportunity to check; Product warehouse module 503 provides product information in the inquiry warehouse.
As shown in Figure 7; Team's module 6 comprises team's module 601 and personnel's module 602 and Team Management's module 603; Checking of team's module 601 explicit users place team and team's relevant information; Personnel's module 602 provides all personnel and the personnel's particulars under the team, and Team Management's module 603 provides outside and connects.
During concrete the application; The external user computing machine sends access instruction to the customer service system server, between external user computing machine and general headquarters' customer service system server through after the outer net network address of browser address bar input customer service system server; The Intranet firewall box is according to the external user access instruction of intercepting; Whether legal, thereby determine whether instruct to the customer service system server forwards if analyzing visit, the Intranet user computing machine receives the Intranet protection; Need not through the Intranet firewall authentication, promptly direct and customer service system server carries out interactive access; When external user computing machine or Intranet user computer access instruct when successfully being sent to investment bank's customer service system server; The client service management system server is directly accepted processing; And return corresponding data and give the user, the strange land LAN subscriber is linked to the customer service system server by gateway or special line and carries out interactive access;
Customer management module 2 makes up 360 ° of panoramic views of clients, and the various prerequisites analyzed adaptive as the client; The client is carried out classify and grading, neatly, check various dimensions; Customer management module 2 is passed through phone with operational module 4; Note, email and on-site customer are got in touch, and check customer service record, the information of analyzing and grasp the key link; Choosing with the task is the wizard-like service form that drives; Administration module 3 is a guide with the order ground of marketing service personnel user using system, through the mode of task-driven, creates the financial product sales goal; Marketing personnel get in touch to the target customer, and the attendant pays a return visit and collect relevant client's feedback information with the mode of task;
By system function module 1, the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Obtain the data dictionary data by customer management module 2 through system function module 1, carry out menu and external linkage configuration and configuration querying device, obtain client's module permissions data and client's module data permissions data and event setup by system function module 1; Obtain the data dictionary data by administration module 3 through system function module 1, carry out menu and external linkage configuration and configuration querying device, obtain administration module permissions data and administration module data permission data and event setup by system function module 1; Obtain work management module permissions data and operational module data permission data by operational module 4 through system function module 1, obtain relevant data dictionary, at system function module 1 statistical work module accesses number of times; Through system function module 1 configuration menu, obtain product module permissions data and product data permissions data by product administration module 5; Team's module 6 is obtained team's module permissions data and team's module data authority through system function module 1.
What need understand is: the above only is a preferred implementation of the present invention; For those skilled in the art; Under the prerequisite that does not break away from the principle of the invention, can also make some improvement and retouching, these improvement and retouching also should be regarded as protection scope of the present invention.
Claims (8)
1. the client service management system of financial marketing service is characterized in that: comprise system function module (1), customer management module (2), administration module (3), operational module (4), product administration module (5) and team's module (6); Said system function module (1) provides configuration, incident management and data management processing to customer service system setting, rights management, data configuration, system queries device; Said customer management module (2) provides information inspection mode to client's various dimensions, provides potential customers' the management and the management of customer service record; Said administration module (3) provides task management, creates management, the management of note, tactical management, the reservation checking management of various tasks, Report Server Management, work load management, questionnaire to attendant and marketing personnel according to actual conditions; Said operational module (4) provides customer service task executions function, and the client makes a phone call, sends short messages, sends out mail to the target customer of task, carries out the preregistration operation, the adding schedule management is provided and reminds setting; Said product administration module (5) provides service package, service product and the financial product of nearest fast sale, according to the information that interactive information platform provides, shows that the client clicks client's inventory that the product checked and product are seen product; Said team module (6) provides the guide look of corporate team and personal information, checks team's related work and service log;
Said system function module (1), the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Customer management module (2) is obtained the data dictionary data through system function module (1); Carry out menu and external linkage configuration and configuration querying device by system function module (1), obtain client's module permissions data and client's module data permissions data and event setup; Said administration module (3) obtains the data dictionary data through system function module (1); Carry out menu and external linkage configuration and configuration querying device by system function module (1), obtain administration module permissions data and my administration module data permission data and event setup; Said operational module (4) obtains work management module permissions data and operational module data permission data through system function module (1), obtains relevant data dictionary, statistical work module accesses number of times; Said product administration module (5) is obtained product module permissions data and product data permissions data through system function module (1) configuration menu; Said team module (6) is obtained team's module permissions data and team's module data authority through system function module (1).
2. the client service management system of financial marketing service according to claim 1, it is characterized in that: said system function module (1) comprises system management module (101), authority management module (102), data configuration module (103), requestor module (104), event manager module (105) and data processing module (106); System management module (101) comprises notice bulletin module (107) and menu management module (108), and notice bulletin module (107) is checked system or sales department's bulletin, menu management module (108) management system view menu; Authority management module (102) comprises authority module is set; According to role and personnel setting menu authority, button authority, data permission, content rights, outer chain authority; Role, data, content are provided with module and are used for role of manager's setting, the setting of content in the setting of data permission and the content rights; Data configuration module (103) comprises management data table module, data dictionary management module, sales department's parameter-definition and module is set; Requestor module (104) is used for the configuration and the management of requestor; Data processing module (106) is realized the monitoring and the scheduling of batch processing task.
3. the client service management system of financial marketing service according to claim 1; It is characterized in that: said customer management module (2) comprises client's module (201), customer information module (202), Transaction Information module (203) and service aid module (204); Client's module (201) comprises affiliated client's module (205) and is paid close attention to client's module (206); Under client's module (205) to the client divide into groups, classification, classification check, paid close attention to the client who relates in target customer that client's module (206) relates to according to pending work and the event notification and managed; Customer information module (202) comprises potential customer management module and service record management module, potential customer management module registers and management potential customers information, automatic enrolled for service record of service log administration module and manually registration; Transaction Information module (203) and service aid module (204) realize external linkage.
4. the client service management system of financial marketing service according to claim 1; It is characterized in that: said administration module (3) comprises task management module (301), statistical report form module (302), checking management module (303), customer management module (304), task strategy module (305), short message managing module (306), employee's module (307) and media management module (308); Said task management module (301) comprises task creation module (309) and task details module (310); Task creation module (309) provides classification of task, Products Show, customer care and suggestion for investment; Create various tasks to different users and actual conditions; Issue after creating completion, execute the task; The task that task details module (310) is checked dissimilar and state is checked the details of task and is carried out the task adjustment; Said statistical report form module (302) generates form and downloads form; Said checking management module (303) comprises reservation auditing module (312) and note auditing module (311); Reservation auditing module (312) examines and rejects operation to reservation recording; Note auditing module (311) is after sending note, and the person approving of appointment ratifies or reject operation to note; Said customer management module (304) comprises storage client module (315) and potential customers' module (316), is used to manage storage client and potential customers' information; Said employee's module (307) is checked employee's workload through individual or task; Said task strategy module (305) comprises system task setting module (313) and policy module (314), is used for application and the maintenance and the establishment system task of strategy; Said short message managing module (306) is according to the setting of requirements set message template and SMS limit; Said media management module (308) comprises questionnaire administration module (317), document management module (318) and personal share rights and interests module (319); Questionnaire administration module (317) provides the management of questionnaire and the management of exercise question; Document management module (318) provides the system documentation management; Upload document and download document, personal share rights and interests module (319) provides newly-increased, checks and revises the personal share benefits information.
5. the client service management system of financial marketing service according to claim 1; It is characterized in that: said operational module (4) comprises Pending tasks administration module (401), schedule management module (402) and routine work module (403); Pending tasks administration module (401) comprises task execution module (404); By Pending tasks, classification of task, task status task is classified and to check; It is different that dissimilar tasks is carried out the interface, checks the target customer of task and select executive mode that the target customer is operated; Schedule management module (402) managing schedule arrangement, important schedule is provided with prompting; Routine work module (403) comprises fund reservation module (405) and stock recommending module (406), and fund reservation module (405) increases, revises and check the product reservation recording newly, and stock recommending module (406) goes into to record the for reference recommendation of stock.
6. the client service management system of financial marketing service according to claim 1; It is characterized in that: said product administration module (5) comprises hot-sale products module (501), pays close attention to product module (502) and product warehouse module (503); Said hot-sale products module (501) provides reference to the sales figure of user's exhibiting product, signatory number and click volume; Said concern product module (502) is showed product that the user pays close attention to and from providing the product business opportunity to check; Said product warehouse module (503) provides product information in the inquiry warehouse.
7. the client service management system of financial marketing service according to claim 1; It is characterized in that: said team module (6) comprises team's module (601) and personnel's module (602) and Team Management's module (603); Checking of team's module (601) explicit user place team and team's relevant information; Personnel's module (602) provides all personnel and the personnel's particulars under the team, and Team Management's module (603) provides outside and connects.
8. the implementation method of the customer service management of financial marketing service is characterized in that: customer management module (2) makes up 360 ° of panoramic views of client, and the various prerequisites analyzed adaptive as the client; The client is carried out classify and grading, neatly, check various dimensions; Customer management module (2) and operational module (4) pass through phone; Note, email and on-site customer are got in touch, and check customer service record, the information of analyzing and grasp the key link; Choosing with the task is the wizard-like service form that drives; Administration module (3) is a guide with the order ground of marketing service personnel user using system, through the mode of task-driven, creates the financial product sales goal; Marketing personnel get in touch to the target customer, and the attendant pays a return visit and collect relevant client's feedback information with the mode of task;
By system function module (1), the maintenance of maintenance menu setting, external linkage configuration, system module permissions data and system data permissions data, tables of data and data dictionary, the management of configure generic requestor and incident management, data processing; Obtain the data dictionary data by customer management module (2) through system function module (1); Carry out menu and external linkage configuration and configuration querying device by system function module (1), obtain client's module permissions data and client's module data permissions data and event setup; Obtain the data dictionary data by administration module (3) through system function module (1); Carry out menu and external linkage configuration and configuration querying device by system function module (1), obtain administration module permissions data and administration module data permission data and event setup; Obtain work management module permissions data and operational module data permission data by operational module (4) through system function module (1), obtain relevant data dictionary, at system function module (1) statistical work module accesses number of times; Through system function module (1) configuration menu, obtain product module permissions data and product data permissions data by product administration module (5); Obtain team's module permissions data and team's module data authority by team's module (6) through system function module (1).
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| CN111581650A (en) * | 2020-04-09 | 2020-08-25 | 上海淇毓信息科技有限公司 | Service system authority management method, system and electronic equipment |
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| CN111626753B (en) * | 2020-05-28 | 2023-09-05 | 泰康保险集团股份有限公司 | Customer return visit task processing method, device, equipment and storage medium |
| CN112053248A (en) * | 2020-08-31 | 2020-12-08 | 深圳麦亚信科技股份有限公司 | Insurance exhibition system |
| CN112053249A (en) * | 2020-08-31 | 2020-12-08 | 深圳麦亚信科技股份有限公司 | Insurance platform system |
| CN112040431A (en) * | 2020-09-07 | 2020-12-04 | 上海浦东发展银行股份有限公司 | Marketing short message management and control system and method thereof |
| CN112491850A (en) * | 2020-11-18 | 2021-03-12 | 吉林省体思奇健康科技有限公司 | Financial customer intelligent service system |
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