CN107123053A - A kind of method and system based on customer profile data Auto-matching financial product - Google Patents
A kind of method and system based on customer profile data Auto-matching financial product Download PDFInfo
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- CN107123053A CN107123053A CN201710496020.6A CN201710496020A CN107123053A CN 107123053 A CN107123053 A CN 107123053A CN 201710496020 A CN201710496020 A CN 201710496020A CN 107123053 A CN107123053 A CN 107123053A
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Abstract
The invention discloses a kind of method based on customer profile data Auto-matching financial product, comprise the following steps:1) client's original information data is obtained;2) enterprise's basic side expression system is based on, client is expressed and evaluated;3) judge whether client meets the access index of certain financial product;4) target customer is screened, corresponding financial product is matched;5) procedure is examined, and provides suggestions made after examination and operation scheme;6) operating side performs operation according to suggestions made after examination and operation scheme, examines that audit opinion is pushed to operating side by end;7) data supporting is provided for financial product system iteration;System includes customer risk identification module, product matching and iteration module and operation monitoring module.The present invention shows the risk information and value information of client by the expression way of standardization comprehensively, and then provides foundation for product matching and business approval, and realizes during business is carried out whole scene, the fund flow monitoring of overall process.
Description
Technical field
The present invention relates to a kind of method and system based on customer profile data Auto-matching financial product.
Background technology
Past, the collection of customer information relies primarily on Xian Xia team on-site collection, lacks and crawls system on line, time-consuming to take
Power, and be not integrated in a system, it is difficult to multiplexing and iteration;Business demand examination & approval for client are more using single batch of single
Method, lack adaptation standard product, approval process is tediously long, and is difficult to repeat;Business lacks associated section during carrying out
Point voucher is retained, it is impossible to effectively supervised.
The content of the invention
In order to solve the above technical problems, the present invention provides a kind of based on customer profile data Auto-matching financial product
Method and system, realize that customer risk information concentrates storage and displaying, product matching mass is realized, approval process procedure is pushed away
Enter, business whole scene whole process supervision.
A kind of method based on customer profile data Auto-matching financial product of the present invention, comprises the following steps:
1) client's original information data is obtained:Client's original information data includes customer basis information, operation information, assets
Information, financial institution's liability information, the data of actionable information and other risk informations;
2) client is enterprise, also needs to be based on enterprise's basic side expression system, client is expressed and evaluated, and shows phase
Close information;
3) judge whether client meets the access index of certain financial product according to client's original information data;
4) according to the matching degree of financial product access index, target customer is screened, corresponding financial product is matched;
5) product type matched according to client and application amount Auto-matching approving person, carry out procedure examination & approval, and
Provide suggestions made after examination and operation scheme;
6) operating side performs operation according to suggestions made after examination and operation scheme, and by operating result real time propelling movement to auditing end,
Audit opinion is pushed to operating side by examination & verification end, forms closed loop;
7) by the data storage of system, statistics and analysis, data supporting is provided for financial product system iteration.
Further, the step 1) in, the actionable information includes but is not limited to case information, announcement of court session letter
Breath, judgement document's information, be performed information, information of breaking one's promise.
Further, the step 1) in, other risk informations include but is not limited to manage abnormal, administrative penalty.
Further, the step 1) in, the mode for obtaining client's original information data includes collection in worksite under line
With crawled automatically on line.
Further, the step 2) in, it is big that enterprise's basic side expression system is related to key element, plate, index, data item four
Level, the data item is divided into state of risk, value type, comprehensive three class again;It is real based on certain decision rule and index weights
Now to the evaluation of client, risk analysis to client is generated by state of risk, comprehensive data item, by value type, comprehensive
Data item generates the value analysis to client.
Further, the step 4) in, the operation scheme includes but is not limited to transfer accounts auxiliary equipment control, autogamy money
Gold is examined, Asset State inquiry.
It is a kind of to realize the system based on customer profile data Auto-matching financial product method, including customer risk identification mould
Block, product matching and iteration module and operation monitoring module, wherein
Customer risk identification module includes,
Customer information input engine, it is by providing input interface, client's original information data of collection in worksite under line is defeated
Enter;
Customer information query engine, by web crawlers technology, realizes and crawls client's original information data automatically on line;
Customer evaluation engine, for corporate client, based on enterprise's basic side expression system, is expressed client and is commented
Valency;
Client management system, integrated client original information data, evaluation information, product access indication information and project operation
Historical information, and secondary development is carried out to customer demand;
Customer information exhibiting device, for showing the information in client management system;
Product matching includes with iteration module,
Product matching system, client is found according to client's original information data, product access indication information and evaluation information
The product type of matching;
Project examination flow, the product type matched according to client and application amount Auto-matching approving person, and run
Follow-up examination & approval;
Operation monitoring module includes,
The operation scheme and operation button filled in operation monitoring APP ends, displaying approval process, can uploading pictures, word
Etc. information, and receive the suggestions made after examination that the push of PC ends comes;
The operating result that the operation scheme and APP ends filled in operation monitoring PC ends, displaying approval process are uploaded, and provide
Examine function.
Further, the customer information exhibiting device is web browser.
Further, the data of the system are stored in the following manner:
Client's original information data and evaluation information, are stored in client management system database;
The product access indication information of client, is stored in client management system database, and with product matching system number
Interacted according to storehouse;
The project operation historical information of client, be stored in operation monitoring historical data base in, and with client management system number
According to storehouse, product matching system database, the interaction of performance statistical system database.
Further, system is iterated in the following manner:
By the data crawled automatically on collection in worksite under the line constantly accumulated and line, client management system is changed
Generation;
By the project operation data constantly accumulated, client management system, product matching system are iterated.
A kind of method and system based on customer profile data Auto-matching financial product of the present invention, with following beneficial
Effect:1st, show the risk information and value information of client comprehensively by the expression way of standardization, so for product matching and
Business approval provide foundation, and business progress during realize whole scene, overall process fund flow monitoring;
2nd, by the way that the Back ground Information, actionable information, other risks that process accumulates are gathered, crawled on line under ongoing line
Information, the data sophistication of constantly improve client management system grasps client and its associated client, the change of industry data in time
Situation, understands customer demand and client's progress secondary development (is included but are not limited to excavate the demand of frequent customer again, developed
New client etc.), decision in the face of risk is aided in, product model is corrected;
3rd, by the project operation data constantly accumulated, the data sophistication of constantly improve client management system, amendment production
Product model;The space-time position and operation dynamic of operating personnel is grasped in real time, accurately holds the situation that operating personnel scrupulously abide by the duty, it is right
The performance of operating personnel precisely evaluate and examine;
4th, the data constantly accumulated also bring more flows to website, and the realization of flow brings more potential again
Client and business revenue.
Brief description of the drawings
Fig. 1 is the method flow schematic diagram based on customer profile data Auto-matching financial product of the present embodiment;
Fig. 2 illustrates for the system architecture of the realization based on customer profile data Auto-matching financial product method of the present embodiment
Figure;
Fig. 3 is the schematic flow sheet of customer risk identifying system in the present embodiment;
Fig. 4 is product matching and the schematic flow sheet of iteration in the present embodiment;
Fig. 5 is the schematic flow sheet of procedure checking method and related system in the present embodiment;
Fig. 6 is to operate the schematic flow sheet of monitoring in the present embodiment.
Embodiment
Below in conjunction with the accompanying drawing in the embodiment of the present invention, the technical scheme in the embodiment of the present invention is carried out clear, complete
Site preparation is described, it is clear that described embodiment is only a part of embodiment of the invention, rather than whole embodiments.It is based on
Embodiment in the present invention, it is every other that those of ordinary skill in the art are obtained under the premise of creative work is not made
Embodiment, belongs to the scope of protection of the invention.
As shown in figure 1, a kind of method based on customer profile data Auto-matching financial product of the present embodiment, including such as
Lower step:
1) client's original information data is obtained:Client's original information data includes customer basis information, operation information, assets
Information, financial institution's liability information, the data of actionable information and other risk informations;Actionable information includes but is not limited to lawsuit
Part information, announcement of court session information, judgement document's information, be performed information, information of breaking one's promise;Other risk informations include but is not limited to
Manage abnormal, administrative penalty;Obtaining the mode of client's original information data includes crawling automatically on collection in worksite and line under line;
2) client is enterprise, also needs to be based on enterprise's basic side expression system, client is expressed and evaluated, and shows phase
Close information;Enterprise's basic side expression system is related to key element, plate, index, the big level of data item four, and the data item is divided into wind again
Dangerous type, value type, comprehensive three class;Based on certain decision rule and index weights, the evaluation to client is realized, passes through risk
Type, comprehensive data item generate the risk analysis to client, and the value of client is divided by value type, the generation of comprehensive data item
Analysis;
3) judge whether client meets the access index of certain financial product according to client's original information data;
4) according to the matching degree of financial product access index, target customer is screened, corresponding financial product is matched;
5) product type matched according to client and application amount Auto-matching approving person, carry out procedure examination & approval, and
Provide suggestions made after examination and operation scheme;Operation scheme includes but is not limited to transfer accounts auxiliary equipment control, autogamy funding verification, assets
Status inquiry;
6) operating side performs operation according to suggestions made after examination and operation scheme, and by operating result real time propelling movement to auditing end,
Audit opinion is pushed to operating side by examination & verification end, forms closed loop;
7) by the data storage of system, statistics and analysis, data supporting is provided for financial product system iteration.
As shown in Fig. 2 a kind of realize the system based on customer profile data Auto-matching financial product method, including client
Risk identification module, product matching and iteration module and operation monitoring module, wherein
Customer risk identification module includes,
Customer information input engine 11, by providing input interface, by client's original information data of collection in worksite under line
Input;
Customer information query engine 12, by web crawlers technology, realizes and crawls client's original information data automatically on line;
Customer evaluation engine 13, for corporate client, based on enterprise's basic side expression system, is expressed client and is commented
Valency;
Client management system 14, integrated client original information data, evaluation information, product access indication information and project behaviour
Make historical information, and secondary development is carried out to customer demand;
Customer information exhibiting device 15, for showing the information in client management system, mainly web browser;
Product matching includes with iteration module,
Product matching system 16, visitor is found according to client's original information data, product access indication information and evaluation information
The product type of family matching;
Project examination flow 17, the product type matched according to client and application amount Auto-matching approving person, and transport
The follow-up examination & approval of row;
Operation monitoring module includes,
The operation scheme and operation button filled in operation monitoring APP ends 18, displaying approval process, can uploading pictures, text
The information such as word, and receive the suggestions made after examination that the push of PC ends comes;
The operating result that the operation scheme and APP ends filled in operation monitoring PC ends 19, displaying approval process are uploaded, and carry
For examination & approval function.
The data of the system are stored in the following manner:
Client's original information data and evaluation information, are stored in client management system database;
The product access indication information of client, is stored in client management system database, and with product matching system number
Interacted according to storehouse;
The project operation historical information of client, be stored in operation monitoring historical data base in, and with client management system number
According to storehouse, product matching system database, the interaction of performance statistical system database.
The system is iterated in the following manner:
By the data crawled automatically on collection in worksite under the line constantly accumulated and line, client management system is changed
Generation;
By the project operation data constantly accumulated, client management system, product matching system are iterated.
Such as Fig. 3, the customer risk recognition methods of the present embodiment and related system are as follows:
Collection in worksite under line is entered by customer information input engine 11:
Client management system provide input interface, Xian Xia team inserted in specified data form client's essential information,
The data such as operation information, assets information, financial institution's liability information, other risk informations;
Entered by customer information query engine 12 on line and crawled automatically:
Crawled from various regions are industrial and commercial, on law court or other websites the client such as equity, lawsuit, execution essential information, operation information,
The data such as assets information, financial institution's liability information, actionable information, other risk informations;
Data storage is carried out by client management system 14:
By the data storage for inputting and crawling into the database of client management system 14;
Expressed and evaluated by customer evaluation engine 13:
If client is enterprise, based on enterprise's basic side expression system, client is expressed and evaluated, and by evaluation information
It is stored into the database of client management system 14;
Enterprise's basic side expression system is related to key element, plate, index, the big level of data item four, wherein all data
Item is divided into state of risk, value type, comprehensive three class again;
According to the customer information stored in client management system 14, the value of each data item is calculated, and sentence according to certain
Set pattern then and index weights, realizes the evaluation to client;
Customer risk feature is portrayed by state of risk, comprehensive data item;Customer value feature is by value type, comprehensive data
Item is portrayed;
Information is shown:
By client's essential information, operation information, assets information, financial institution's liability information, actionable information, other risks letter
Breath, evaluation information (if having) are shown on the page in the web browser according to the field of design.
Product matching is as follows with alternative manner and related system in such as Fig. 4, the product matching system of the present embodiment:
Product matching system 16 provides input interface, and product access index is filled in specified data form by Xian Xia team
Relevant information, while product matching system 16 is by the data interaction with client management system, it is automatic to obtain client's others production
Product access indication information;
According to the Back ground Information of client, operation information, assets information, financial institution's liability information, actionable information, Qi Tafeng
The suitable product type of dangerous information, evaluation information (if having), the matching of product access indication information, and confirm to declare amount;
After every business carries report, according to whether the following mark mode of differentiation of making loans:As made loans, after making loans, according to being
Client is marked no be in danger;As do not made loans, according to whether client is marked for top-tier customer;
It is not in danger to having made loans and top-tier customer of not making loans, automatically extracts general character adjustment access index;It is in danger to having made loans
Do not make loans non-prime client, automatically extracts general character and adjusts forbidden index, realizes product matching system iteration.
Procedure checking method and related system are as follows in such as Fig. 5, the project examination flow 17 of the present embodiment:
The product type matched according to client and application amount Auto-matching approving person, approval process automatic flow to phase
Pass personnel are under one's name;
Corresponding node approving person fills in suggestions made after examination and operation according to product standard and client's concrete condition examination and approval project
Scheme, generates action-item template.
Such as Fig. 6, the operation monitoring method and related system of the present embodiment is as follows:
Operation monitoring APP ends 18:
Project under all user names of display;
Display pushes the action-item come, and clicking operation carries out the contents such as picture, text, audio, geographical position
Upload;
Next step operation is carried out according to audit opinion, it is obstructed out-of-date to re-operate;
In addition to predetermined operation, also declaring dynamic bar timing need to actively declare, declare content and include but is not limited to
Picture, text, audio, geographical position etc., are not declared actively, the information can be synchronized to PC ends Ru overdue.
Operation monitoring PC ends 19:
Show all monitoring projects;
Display operation template;
The result that display operation monitoring APP ends 18 are uploaded, and review operations are carried out, upload result and include but is not limited to figure
The contents such as piece, text, audio, geographical position, every uploads record and carries timestamp, geographical location information;
Operating personnel's working condition overview is shown, by operating personnel, operation item title, at present operation beginning and ending time, behaviour
Make the form displaying of the fields such as stage composition, geographic location is abnormal, it is overdue do not declare actively, it is idle without the abnormal letter such as work
Breath can be highlighted with different protrusion colors;
Grading module is shown, auditor is beaten to the work of operating personnel's different phase for operation monitoring PC ends 19
Point, marking data will be directly linked in performance statistical system.
Each system iteration pattern of the present embodiment is as follows:
The data for often carrying collection in worksite under business of report, line complete once to update, and client management system completes once to change
Generation;
To client in the monitoring state, the data crawled automatically on line according to the monitoring frequency set in system, every
Set time completion once updates, such as 1 day, 3 days, 7 days, 30 days;Meanwhile, often carry what is crawled automatically on business of report, line
Data complete once to update, and client management system completes an iteration;
An action-item is often completed, operation monitoring historical data base completes once to update, client management system, product matching
System completes an iteration by data syn-chronization.
Moreover, it will be appreciated that although the present specification is described in terms of embodiments, not each embodiment is only wrapped
Containing an independent technical scheme, this narrating mode of specification is only that for clarity, those skilled in the art should
Using specification as an entirety, the technical solutions in the various embodiments may also be suitably combined, forms those skilled in the art
It may be appreciated other embodiment.
Claims (10)
1. a kind of method based on customer profile data Auto-matching financial product, it is characterised in that comprise the following steps:
1) client's original information data is obtained:Client's original information data includes customer basis information, operation information, assets letter
The data of breath, financial institution's liability information, actionable information and other risk informations;
2) client is enterprise, also needs to be based on enterprise's basic side expression system, client is expressed and evaluated, and shows related letter
Breath;
3) judge whether client meets the access index of certain financial product according to client's original information data;
4) according to the matching degree of financial product access index, target customer is screened, corresponding financial product is matched;
5) product type matched according to client and application amount Auto-matching approving person, carry out procedure examination & approval, and provide
Suggestions made after examination and operation scheme;
6) operating side performs operation according to suggestions made after examination and operation scheme, and operating result real time propelling movement is audited to end is audited
Audit opinion is pushed to operating side by end, forms closed loop;
7) by the data storage of system, statistics and analysis, data supporting is provided for financial product system iteration.
2. a kind of method based on customer profile data Auto-matching financial product according to claim 1, its feature exists
In the step 1) in, the actionable information includes but is not limited to case information, announcement of court session information, judgement document's letter
Cease, be performed information, information of breaking one's promise.
3. a kind of method based on customer profile data Auto-matching financial product according to claim 1, its feature exists
In the step 1) in, other risk informations include but is not limited to manage abnormal, administrative penalty.
4. a kind of method based on customer profile data Auto-matching financial product according to claim 1, its feature exists
In the step 1) in, the mode for obtaining client's original information data includes crawling automatically on collection in worksite and line under line.
5. a kind of method based on customer profile data Auto-matching financial product according to claim 1, its feature exists
In the step 2) in, enterprise's basic side expression system is related to key element, plate, index, the big level of data item four, the data
Item is divided into state of risk, value type, comprehensive three class again;Based on certain decision rule and index weights, realization is commented client
Valency, the risk analysis to client is generated by state of risk, comprehensive data item, passes through value type, the generation pair of comprehensive data item
The value analysis of client.
6. a kind of method based on customer profile data Auto-matching financial product according to claim 1, its feature exists
In the step 4) in, the operation scheme includes but is not limited to transfer accounts auxiliary equipment control, autogamy funding verification, assets shape
State is inquired about.
7. a kind of system based on customer profile data Auto-matching financial product method realized described in claim 1, it is special
Levy and be, including the matching of customer risk identification module, product and iteration module and operation monitoring module, wherein
Customer risk identification module includes,
Customer information input engine, by providing input interface, client's original information data of collection in worksite under line is inputted;
Customer information query engine, by web crawlers technology, realizes and crawls client's original information data automatically on line;
Customer evaluation engine, for corporate client, based on enterprise's basic side expression system, is expressed client and is evaluated;
Client management system, integrated client original information data, evaluation information, product access indication information and project operation history
Information, and secondary development is carried out to customer demand;
Customer information exhibiting device, for showing the information in client management system;
Product matching includes with iteration module,
Product matching system, client's matching is found according to client's original information data, product access indication information and evaluation information
Product type;
Project examination flow, the product type matched according to client and application amount Auto-matching approving person, and run follow-up
Examination & approval;
Operation monitoring module includes,
The operation scheme and operation button filled in operation monitoring APP ends, displaying approval process, can the letter such as uploading pictures, word
Breath, and receive the suggestions made after examination that the push of PC ends comes;
The operating result that the operation scheme and APP ends filled in operation monitoring PC ends, displaying approval process are uploaded, and examination & approval are provided
Function.
8. it is according to claim 7 it is a kind of realize the system based on customer profile data Auto-matching financial product method,
Characterized in that, the customer information exhibiting device is web browser.
9. it is according to claim 7 it is a kind of realize the system based on customer profile data Auto-matching financial product method,
Characterized in that, the data of the system are stored in the following manner:
Client's original information data and evaluation information, are stored in client management system database;
The product access indication information of client, is stored in client management system database, and with product matching system database
Interaction;
The project operation historical information of client, be stored in operation monitoring historical data base in, and with client management system database,
Product matching system database, the interaction of performance statistical system database.
10. it is according to claim 7 it is a kind of realize the system based on customer profile data Auto-matching financial product method,
Characterized in that, system is iterated in the following manner:
By the data crawled automatically on collection in worksite under the line constantly accumulated and line, client management system is iterated;
By the project operation data constantly accumulated, client management system, product matching system are iterated.
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CN107705227A (en) * | 2017-10-16 | 2018-02-16 | 窦尔翔 | A kind of network system for being used to provide law financial service |
CN108257007A (en) * | 2018-01-05 | 2018-07-06 | 保均(厦门)金融信息技术服务有限公司 | Intelligent Matching system based on Internet of Things finance investment and financing platform |
CN108564349A (en) * | 2018-04-24 | 2018-09-21 | 深圳市众投邦股份有限公司 | Terminal, the method for pushing of investing tip and its device and readable storage medium storing program for executing |
CN108681969A (en) * | 2018-04-24 | 2018-10-19 | 深圳市众投邦股份有限公司 | Terminal, the determination method of investment project and its device and readable storage medium storing program for executing |
CN110648224A (en) * | 2019-09-27 | 2020-01-03 | 中国工商银行股份有限公司 | Method, apparatus, computer system, and medium for matching financial products |
CN112465509A (en) * | 2019-09-06 | 2021-03-09 | 北京国双科技有限公司 | Signing contract early warning method and device |
CN113672815A (en) * | 2021-08-30 | 2021-11-19 | 深圳市中壬速客信息技术有限公司 | Method and system for rapidly acquiring high-security information data resources online |
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CN107705227A (en) * | 2017-10-16 | 2018-02-16 | 窦尔翔 | A kind of network system for being used to provide law financial service |
CN108257007A (en) * | 2018-01-05 | 2018-07-06 | 保均(厦门)金融信息技术服务有限公司 | Intelligent Matching system based on Internet of Things finance investment and financing platform |
CN108564349A (en) * | 2018-04-24 | 2018-09-21 | 深圳市众投邦股份有限公司 | Terminal, the method for pushing of investing tip and its device and readable storage medium storing program for executing |
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CN112465509A (en) * | 2019-09-06 | 2021-03-09 | 北京国双科技有限公司 | Signing contract early warning method and device |
CN110648224A (en) * | 2019-09-27 | 2020-01-03 | 中国工商银行股份有限公司 | Method, apparatus, computer system, and medium for matching financial products |
CN113672815A (en) * | 2021-08-30 | 2021-11-19 | 深圳市中壬速客信息技术有限公司 | Method and system for rapidly acquiring high-security information data resources online |
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