CN107798451A - Business personnel's distribution method and device - Google Patents

Business personnel's distribution method and device Download PDF

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Publication number
CN107798451A
CN107798451A CN201710090743.6A CN201710090743A CN107798451A CN 107798451 A CN107798451 A CN 107798451A CN 201710090743 A CN201710090743 A CN 201710090743A CN 107798451 A CN107798451 A CN 107798451A
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allocated
customer information
client
business personnel
customer
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丁志勇
丘健
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201Market modelling; Market analysis; Collecting market data
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/01Customer relationship services
    • G06Q30/015Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk
    • G06Q30/016After-sales

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Abstract

A kind of business personnel's distribution method and device.Methods described includes:Obtain the customer information to be allocated that user terminal is sent;Judge whether client to be allocated is default customer type according to the customer information to be allocated, if so, then obtaining the method for salary distribution corresponding to the customer type of client to be allocated, and the customer information to be allocated is distributed to by business personnel according to the method for salary distribution;If it is not, then being matched the customer information to be allocated with default Data Model of Customer Information, the client to be allocated is distributed to the business personnel corresponding to the default Data Model of Customer Information to match with the customer information to be allocated;And business personnel is generated according to the corresponding business personnel of the customer information to be allocated and distribution and distributes list, business personnel distribution list is back to user terminal.Above-mentioned business personnel's distribution method and device, improve the accuracy rate of business personnel's distribution.

Description

Business personnel's distribution method and device
Technical field
The present invention relates to field of computer technology, more particularly to a kind of business personnel's distribution method and device.
Background technology
For convenience of the centralized management of client, enterprise would generally collect customer information and client traffic information, and establish one The client of individual centralized information management, customer information and client traffic information are added by the client, looked into The operation such as see or record.
However, in a client, each client is required for corresponding business personnel to carry out the maintenance kimonos in later stage Business, just can guarantee that client obtains due service and experience.Traditional business personnel's distribution method is only to believe the business of client Breath is matched with business personnel's information, and client is distributed to the business personnel of the responsible business according to the business that client is handled, made Obtain the business personnel that traditional business personnel's distribution method tends not to accurately distribute to client needs.
The content of the invention
Based on this, it is necessary to which it is low that the traditional business personnel's distribution method business personnel being directed to distributes accuracy rate, there is provided Yi Zhongye Business person's distribution method and device, to improve the accuracy rate of business personnel's distribution.
A kind of business personnel's distribution method, including:
Obtain the customer information to be allocated that user terminal is sent;
Judge whether client to be allocated is default customer type according to the customer information to be allocated, treated if so, then obtaining The method of salary distribution corresponding to the customer type of client is distributed, and is distributed to the customer information to be allocated according to the method for salary distribution Business personnel;
If it is not, then the customer information to be allocated is matched with default Data Model of Customer Information, by the visitor to be allocated Distribute to the business personnel corresponding to the default Data Model of Customer Information to match with the customer information to be allocated in family;And
Business personnel is generated according to the corresponding business personnel of the customer information to be allocated and distribution and distributes list, by the industry Business person distributes list and is back to user terminal.
In one of the embodiments, it is described to judge whether client to be allocated is default according to the customer information to be allocated Customer type, if so, then obtain the method for salary distribution corresponding to the customer type of client to be allocated, and according to the method for salary distribution by institute Stating customer information to be allocated and distributing to business personnel includes:
If client's odd numbers in the customer information to be allocated matches with client's odd numbers in the first system client's list, The client to be allocated is then distributed into the customer information to be allocated and the first system client list visitor that the match is successful Business personnel corresponding to the odd numbers of family;And
If client's odd numbers in the customer information to be allocated matches with client's odd numbers in second system client's list, Then the second system business personnel method of salary distribution divides the customer information to be allocated according to corresponding to the second system customer name list Dispensing business personnel.
In one of the embodiments, the first system business personnel according to corresponding to the first system customer name list point The customer information to be allocated is distributed into business personnel with mode includes:
Judge corresponding to the customer information to be allocated and second system client list client's odd numbers that the match is successful Business personnel's type, if the customer information to be allocated and the second system client list client's odd numbers institute that the match is successful are right The business personnel answered is first business personnel's type, then the customer information to be allocated is distributed into industry corresponding to first business personnel's type Business person;And
If corresponding to the customer information to be allocated and second system client list client's odd numbers that the match is successful Business personnel is second business personnel's type, then the business information in the customer information to be allocated judges the client to be allocated Customer grade belonging to information, and the customer information to be allocated is distributed into business personnel corresponding to the customer grade.
In one of the embodiments, it is described that the customer information to be allocated is distributed into industry corresponding to the customer grade Business person includes:
If the customer grade is the first customer grade, the customer information to be allocated is distributed into the first customer grade Corresponding business personnel;And
If the customer grade is the second customer grade, the customer information to be allocated is distributed into the visitor to be sorted Business personnel corresponding to pay imformation in the information of family.
In one of the embodiments, it is described by the customer information to be allocated and the progress of default Data Model of Customer Information Match somebody with somebody, the client to be allocated is distributed to corresponding to the customer information to be allocated default Data Model of Customer Information that the match is successful Business personnel also includes before:
Address information in the customer information to be allocated is matched with the address information in business personnel's list, if With success, then by the client to be allocated distributes to address information matches in business personnel's list business personnel;And
If it fails to match, perform it is described the customer information to be allocated is matched with default Data Model of Customer Information, The client to be allocated is distributed into the industry corresponding to the customer information to be allocated default Data Model of Customer Information that the match is successful Business person's step.
A kind of business personnel's distributor, including:
Data obtaining module, for obtaining the customer information to be allocated of user terminal transmission;
Type judging module, if for judging whether client to be allocated is default client according to the customer information to be allocated Type, if so, then obtaining the method for salary distribution corresponding to the customer type of client to be allocated, and treated according to the method for salary distribution by described Distribution customer information distributes to business personnel;
Model fitting module, for if it is not, then by the customer information to be allocated and the progress of default Data Model of Customer Information Match somebody with somebody, the client to be allocated is distributed to corresponding to the default Data Model of Customer Information to match with the customer information to be allocated Business personnel;
List generation module, for generating business personnel according to the corresponding business personnel of the customer information to be allocated and distribution List is distributed, business personnel distribution list is back to user terminal.
In one of the embodiments, if the type judging module is additionally operable to the client in the customer information to be allocated Odd numbers matches with client's odd numbers in the first system client's list, then the client to be allocated is distributed into the visitor to be allocated Family information and the business personnel corresponding to the first system client list client's odd numbers that the match is successful;It is and if described to be allocated Client's odd numbers in customer information matches with client's odd numbers in second system client's list, then according to second system visitor The customer information to be allocated is distributed to business personnel by the second system business personnel method of salary distribution corresponding to name in an account book list.
In one of the embodiments, the type judging module be additionally operable to judge the customer information to be allocated with it is described Business personnel's type corresponding to second system client list client's odd numbers that the match is successful, if the customer information to be allocated and institute The business personnel stated corresponding to second system client list client's odd numbers that the match is successful is first business personnel's type, then is treated described Distribution customer information distributes to business personnel corresponding to first business personnel's type;If the and customer information to be allocated and described the Business personnel corresponding to two system client list client's odd numbers that the match is successful is second business personnel's type, then is treated point according to Judge the customer grade belonging to the customer information to be allocated with the business information in customer information, and by the client to be allocated Information distributes to business personnel corresponding to the customer grade.
In one of the embodiments, if the type judging module is additionally operable to the customer grade as first client etc. Level, then distribute to business personnel corresponding to the first customer grade by the customer information to be allocated;And if the customer grade is Second customer grade, then the customer information to be allocated is distributed into industry corresponding to pay imformation in the customer information to be sorted Business person.
In one of the embodiments, described device also includes:
Address matching module, for by the address in the address information in the customer information to be allocated and business personnel's list Information is matched, if the match is successful, the client to be allocated is distributed to and address information phase in business personnel's list The business personnel of matching;And if it fails to match, perform described by the customer information to be allocated and default Data Model of Customer Information Matched, the client to be allocated is distributed into the customer information to be allocated default Data Model of Customer Information institute that the match is successful Corresponding business personnel's step.
Above-mentioned business personnel's distribution method and device, the customer information sent according to user terminal, judge whether client is pre- If customer type, if then business personnel corresponding to the method for salary distribution distribution according to corresponding to customer type, if not client is believed again Breath is matched with default Data Model of Customer Information, the business personnel according to corresponding to distributing matching result.According to customer type and in advance If the matching of multiple dimensions such as Data Model of Customer Information, client is distributed to matched business personnel, not exclusively solely matched The business information of client, improve the accuracy rate of distribution business personnel.
Brief description of the drawings
Fig. 1 is the applied environment figure of business personnel's distribution method in one embodiment;
Fig. 2 is the flow chart of business personnel's distribution method in one embodiment;
Fig. 3 is the flow chart of business personnel's distribution method in another embodiment;
Fig. 4 is the flow chart for distributing business personnel in one embodiment according to the second system business personnel method of salary distribution;
Fig. 5 is the structural representation of business personnel's distributor in one embodiment;
Fig. 6 is the structural representation of business personnel's distributor in another embodiment.
Embodiment
In order to make the purpose , technical scheme and advantage of the present invention be clearer, it is right below in conjunction with drawings and Examples The present invention is further elaborated.It should be appreciated that the specific embodiments described herein are merely illustrative of the present invention, and It is not used in the restriction present invention.
Fig. 1 is the applied environment figure of business personnel's distribution method in one embodiment.As shown in figure 1, the applied environment figure bag Include user terminal 102 and server 104.Wherein, user terminal 102 is used to obtain customer information to be allocated, by client to be allocated Information is sent to server 104, and the business personnel that the reception server 104 returns distributes list.User terminal 102 is in calculating Machine network outermost, it is mainly used in inputting user profile and exports the electronic equipment of result, such as can is personal electricity Brain, mobile terminal, personal digital assistant, wearable electronic etc..Server 104 is used for what is sent according to user terminal 102 Customer information to be allocated distributes corresponding business personnel, and generation business personnel distributes list, and distributes generation business personnel to list and return To user terminal 102.Server 104 is to be used to respond service request, while the equipment for providing the service of calculating, such as can be one Platform or multiple stage computers.
Fig. 2 is the flow chart of business personnel's distribution method in one embodiment.As shown in Fig. 2 business personnel's distribution method bag Step S202 is included to step S210, wherein:
Step S202, obtain the customer information to be allocated that user terminal is sent.
In one embodiment, customer information to be allocated refers to the relevant information for needing to distribute the client of business personnel, such as Customer information to be allocated can include customer name, customer number, type of credential, passport NO., telephone number, contact address Deng.
In one embodiment, customer information to be allocated can be that client to be allocated is recorded in the form of text-only file In message file.Wherein, text-only file refers to a file for recording text character string, for example, text-only file can be TXT (Text, text) file, HTML (Hyper Text Mark-up Language, HTML) file, BAT (Batch, autoexec) file etc..
Step S204, judge whether client to be allocated is default customer type according to customer information to be allocated, if so, then holding Row step S206;If it is not, then perform step S208.
In one embodiment, default customer type refers to customer type set in advance, can be user-defined The customer type of customer type or default.Customer type can be divided into different visitors according to business difference Family type.
In one embodiment, judge whether client to be allocated is default customer type according to customer information to be allocated, be Finger customer information to be allocated is matched with client's list in each operation system, if customer information to be allocated and some The match is successful for the customer information in client's list in operation system, then the customer type of the client is corresponding to the operation system Customer type.
Step S206, the method for salary distribution corresponding to the customer type of client to be allocated is obtained, and will be treated according to the method for salary distribution Distribution client distributes to business personnel.
In one embodiment, the method for salary distribution refers to the mode that business personnel's distribution is carried out to customer information to be allocated.Obtain Business personnel's method of salary distribution corresponding to customer type, business personnel is searched according to business personnel's method of salary distribution, and client to be allocated is believed Breath distributes to the business personnel.
Step S208, customer information to be allocated is matched with default Data Model of Customer Information, if the match is successful, by institute State client to be allocated and distribute to business personnel corresponding to the default Data Model of Customer Information to match with the customer information to be allocated.
In one embodiment, default Data Model of Customer Information refers to divide customer information according to what customer information pre-established Data model with business personnel, such as default Data Model of Customer Information can be according to client age, client occupation, contact address etc. Data model that information pre-establishes etc..Customer information to be allocated is matched with default Data Model of Customer Information, and will be treated point The business personnel corresponding to the default Data Model of Customer Information to match with customer information to be allocated is distributed to client.
Step S210, business personnel is generated according to the corresponding business personnel of customer information to be allocated and distribution and distributes list, will Business personnel distributes list and is back to user terminal.
In one embodiment, customer information and step S204 to be allocated is arrived according to corresponding to the client to be allocated of acquisition The business personnel of step S208 distribution, generation business personnel distribute list, and business personnel's distribution list is back into user terminal.
Above-mentioned business personnel's distribution method, the customer information sent according to user terminal, judge whether client is default client Type, if then business personnel corresponding to the method for salary distribution distribution according to corresponding to customer type, if not again by customer information and in advance If Data Model of Customer Information is matched, the business personnel according to corresponding to distributing matching result.According to customer type and default client The matching of multiple dimensions such as data model, client is distributed to matched business personnel, not exclusively solely match client's Business information, improve the accuracy rate of distribution business personnel.
Fig. 3 is the flow chart of business personnel's distribution method in another embodiment.As shown in figure 3, business personnel's distribution method Including step S302 to step S316, wherein:
Step S302, obtain the customer information to be allocated that user terminal is sent.
In one embodiment, customer information to be allocated refers to need the relevant information for distributing the client of business personnel, treats point It can include the letter such as customer name, customer number, type of credential, passport NO., telephone number, contact address with customer information Breath.
In one embodiment, customer information to be allocated can be that client to be allocated is recorded in the form of text-only file In message file.Wherein, text-only file refers to a file for recording text character string, for example, text-only file can be TXT File, html file, BAT files etc..Customer information file to be allocated is parsed line by line, obtains customer information to be allocated.
In one embodiment, when user terminal there are business personnel's distribution requirements, the customer information file to be allocated is deposited It is placed in a memory space specified.User terminal sends the request of business personnel's distribution to server, and by client to be allocated Message file name is sent to server.Server reads to be allocated in the memory space according to customer information file name to be allocated Customer information file, and customer information to be allocated is obtained according to the customer information file to be allocated of acquisition.
In one embodiment, when obtaining customer information file to be allocated, it is necessary to enter to customer information file to be allocated Row checking.Wherein, customer information file to be allocated is carried out checking refer to verify whether customer information file to be allocated meets it is pre- Bidding is accurate.For example, whether the form for verifying customer information file to be allocated is default file format, client's letter to be allocated is verified Whether the size of breath file meets default file size, verifies whether the text message in customer information file to be allocated includes Non-compliant character.
In one embodiment, server establishes task data sheet, to corresponding to customer information file name to be allocated definition Status indicator, and customer information file name to be allocated and corresponding status indicator are stored in the task data sheet.It will pass through Status indicator corresponding to the customer information file name to be allocated of checking is revised as success status, and task data is read in server timing Status indicator is the customer information file name to be allocated of success status in table, and obtains corresponding to customer information file name to be allocated Customer information file to be allocated, perform the task of business personnel's distribution.
Step S304, judge whether client to be allocated is default customer type according to customer information to be allocated, if so, then holding Row step S306, if it is not, then performing step S310.
In one embodiment, default customer type refers to customer type set in advance, can be user-defined The customer type of customer type or default.Customer type can be divided into different visitors according to business difference Family type.
In one embodiment, judge whether client to be allocated is default customer type according to customer information to be allocated, be Finger customer information to be allocated is matched with client's list in each operation system, if customer information to be allocated and some The match is successful for the customer information in client's list in operation system, then the customer type of the client is corresponding to the operation system Customer type.
In one embodiment, operation system refers to the system for providing related service service for client.For example, business System can include the first system and second system.Judge whether client to be allocated is default client according to customer information to be allocated Type, refer to the customer ID progress in the customer ID in customer information to be allocated and client's list of operation system Match somebody with somebody, if the customer ID in customer information to be allocated matches into the customer ID in client's list of any one operation system Then customer information to be allocated is default customer type to work(.Wherein, customer ID refers to the unique identity for distinguishing different clients. For example, customer ID can be client's odd numbers, customer number etc..
Step S306, if client's odd numbers in customer information to be allocated and client's odd numbers phase in the first system client's list Matching, then distribute to customer information to be allocated and the first system client list client's odd numbers institute that the match is successful by client to be allocated Corresponding business personnel.
In one embodiment, can be by the client's odd numbers and client's list of operation system in customer information to be allocated Client's odd numbers matched, wherein, if client's odd numbers in customer information to be allocated with above-mentioned the first system client list Client's odd numbers match, then client to be allocated being distributed into customer information to be allocated, the match is successful with the first system client list Client's odd numbers corresponding to business personnel.
Step S308, if client's odd numbers in customer information to be allocated and client's odd numbers phase in second system client's list Matching, then the second system business personnel method of salary distribution divides customer information to be allocated according to corresponding to the second system customer name list Dispensing business personnel.
In one embodiment, the second system business personnel method of salary distribution refers to work as client's odd numbers in customer information to be allocated Match with client's odd numbers in second system client's list, the mode of business personnel's distribution is carried out to customer information to be allocated.
In one embodiment, by the visitor in the client's odd numbers and client's list of operation system in customer information to be allocated Family odd numbers is matched, if client's odd numbers in customer information to be allocated and client's odd numbers phase in second system client's list Match somebody with somebody, then judge customer information to be allocated and business personnel's class corresponding to second system client list client's odd numbers that the match is successful Type.
Specifically, Fig. 4 is the flow chart for distributing business personnel in one embodiment according to the second system business personnel method of salary distribution. As shown in figure 4, this distributes business personnel according to the second system business personnel method of salary distribution includes step S402 to step S410.Wherein:
Step S402, judge corresponding to customer information to be allocated and second system client list client's odd numbers that the match is successful Business personnel business personnel's type, if business personnel's type is first business personnel's type, perform step S404;If the business personnel Type is second business personnel's type, then performs step S410.
In one embodiment, business personnel's type is classified according to the relevant information of business personnel, is divided into the first industry Business person's type and first business personnel's type.For example, business personnel's type can be divided according to the working condition type of business personnel Class, then business personnel's type can be included in duty business personnel and leaving office business personnel.On-job business personnel refers to the industry of also on-job work Business person, leaving office business personnel refers to resign or pensioner business personnel.
Step S404, if business personnel's type is first business personnel's type, customer information to be allocated is distributed to first Business personnel corresponding to business personnel's type.
In one embodiment, first business personnel's type refers to that the business personnel is the business personnel of also on-job work, if treating point With the industry that the business personnel corresponding to customer information and second system client list client's odd numbers that the match is successful is also on-job work Business person, then customer information to be allocated is distributed into the business personnel.
Step S406, if business personnel's type is second business personnel's type, according to the business in customer information to be allocated Information judges the customer grade belonging to customer information to be allocated, if the customer grade is the first customer grade, performs step S408;If the customer grade is the second customer grade, step S410 is performed.
In one embodiment, second business personnel's type refers to resign or pensioner business personnel, if client to be allocated Information is second business personnel's type with the business personnel corresponding to second system client list client's odd numbers that the match is successful, then basis Business information in customer information to be allocated judges the customer grade belonging to customer information to be allocated.
In one embodiment, business information refers to the information of the Related product of client's purchase.For example, business information can be with It is that client occupation, client buy amount of money of product etc..Business information in customer information to be allocated judges whether to meet Pre-set business condition, customer information to be allocated is the first customer grade if meeting, the customer information to be allocated if being unsatisfactory for For the second customer grade.Wherein, pre-set business condition refers to the condition of business information set in advance, such as can be " client Occupation is financial, teacher or civil servant ", " client buys the amount of money of product more than 100,000 " etc..
Step S408, if the customer grade is the first customer grade, customer information to be allocated is distributed into the first client Business personnel corresponding to grade.
In one embodiment, the first customer grade refers to that the business information in customer information to be allocated judges to meet The client of pre-set business condition.If judge that for the first customer grade, client to be allocated is believed for customer grade according to step S406 Breath distributes to business personnel corresponding to the first customer grade.
Step S410, if the customer grade is the second customer grade, customer information to be allocated is distributed into visitor to be sorted Business personnel corresponding to pay imformation in the information of family.
In one embodiment, the second customer grade refers to that the business information in customer information to be allocated judges to be discontented with The client of sufficient pre-set business condition.If judge that for the second customer grade, client to be allocated is believed for customer grade according to step 406 Breath distributes to business personnel corresponding to pay imformation in customer information to be sorted.Wherein, pay imformation refers to client to buying production The relevant information that product are paid the fees, such as pay imformation can include payment amount of money, fee-collector, payment issue etc..
In one embodiment, if customer grade is judged according to step S406 for the second customer grade, by visitor to be allocated Family information distributes to the fee-collector in customer information to be sorted.
Step S310, by the address information progress in the address information in customer information to be allocated and business personnel's list Match somebody with somebody.
In one embodiment, judged according to step S304, if client to be allocated is not default customer type, first will Address information in customer information to be allocated is matched with the address information in business personnel's list.Wherein, address information refers to Contact address in the customer information.Address information in customer information to be allocated and the address information in business personnel's list are entered Whether row matching, refer to judge the address information in customer information to be allocated in the range of the service area that business personnel is responsible for. If the address information in customer information to be allocated is in the range of the service area that business personnel is responsible for, in customer information to be allocated The match is successful with the address information in business personnel's list for address information, and otherwise, it fails to match.
For example, the service area that business personnel is responsible for is " Enterprises of Futian District ", if the address information of client is " Shenzhen's good fortune Three tunnel of field area Eight Diagrams 301 ", then the address information in the customer information to be allocated matched into the address information of the business personnel Work(;If the address information of client is " in the science and technology of Nanshan District, Shenzhen City Technology Park all the way ", the address of the customer information to be allocated It fails to match for information and the address information of the business personnel.
Step S312, if the match is successful, client to be allocated is distributed to and matched with address information in business personnel's list Business personnel.
In one embodiment, if address information in customer information to be allocated in step S310 and business personnel's list In address information the match is successful, then by client to be allocated distributes to address information matches in business personnel's list business Member.
Step S314, if it fails to match, customer information to be allocated is matched with default Data Model of Customer Information, will be treated Distribution client distributes to the business personnel corresponding to the customer information to be allocated default Data Model of Customer Information that the match is successful.
In one embodiment, default Data Model of Customer Information refers to divide customer information according to what customer information pre-established Data model with business personnel, such as default Data Model of Customer Information can be according to client age, client occupation, contact address etc. The model that information pre-establishes.Customer information to be allocated is matched with default Data Model of Customer Information, by client to be allocated point With the business personnel given corresponding to the default Data Model of Customer Information that customer information to be allocated matches.
For example, default Data Model of Customer Information is the data model according to client age and client occupation's foundation, then will treat point Matched with customer information with default Data Model of Customer Information.If client age is " 20 to 40 years old ", occupation is " civil servant ", then The customer information to be allocated is distributed into business personnel 1.If client age is " 40 to 60 years old ", occupation is " civil servant ", then should Customer information to be allocated distributes to business personnel 2.If client age is " 20 to 40 years old ", occupation is " teacher ", then this is to be allocated Customer information distributes to business personnel 3.If client age is " 40 to 60 years old ", occupation is " teacher ", then believes the client to be allocated Breath distributes to business personnel 4.
Step S316, business personnel is generated according to the corresponding business personnel of customer information to be allocated and distribution and distributes list, will Business personnel distributes list and is back to user terminal.
In one embodiment, customer information and step S304 to be allocated is arrived according to corresponding to the client to be allocated of acquisition The business personnel of step S314 distribution, generation business personnel distribute list, and business personnel's distribution list is back into user terminal.
In one embodiment, after business personnel's distribution list being returned into user terminal, user terminal is corresponding by business personnel Customer information to be allocated be issued to corresponding business personnel.Can send out customer information to be allocated in the form of instant communication information Deliver to business personnel's terminal or customer information to be allocated is issued in business personnel's management system account corresponding to business personnel In.Wherein, instant communication information is the internet message for referring to send and receive immediately, and instant communication information can be text Short message, speech message, image information etc..Business personnel's terminal is the equipment for referring to receive instant communication information, such as business Member's terminal can be PC, mobile terminal, personal digital assistant etc..Business personnel's management system refers to be used for management business person The system of information and its related service information, business personnel's information can be checked, adds or change by business personnel's management system And its related business information.
Above-mentioned business personnel's distribution method, the customer information sent according to user terminal, and according to customer information to client point With corresponding business personnel.Without manually carrying out the distribution of business personnel, even if also being capable of finishing service person in face of huge data volume Automatic distribution, improve the efficiency of business personnel's distribution, further increase the efficiency of client.Meanwhile according to customer class The matching of multiple dimensions such as type, business personnel's type and default Data Model of Customer Information, client is distributed to matched business personnel, no The business information of client is only solely matched, improves the accuracy rate of distribution business personnel.
In one embodiment, business personnel's distribution method can also include:Step S302, step S304, step S306, step Rapid S308, step S312, step S314 and step S316.
Fig. 5 is the structural representation of business personnel's distributor in one embodiment.As shown in figure 5, the business personnel distributes dress Putting 500 includes data obtaining module 502, type judging module 504, model fitting module 506 and list generation module 508.Its In:
Data obtaining module 502, for obtaining the customer information to be allocated of user terminal transmission.
Type judging module 504, if for judging whether client to be allocated is default according to the customer information to be allocated Customer type, if so, then obtain the method for salary distribution corresponding to the customer type of client to be allocated, and according to the method for salary distribution by institute State customer information to be allocated and distribute to business personnel.
Model fitting module 506, for if it is not, then carrying out the customer information to be allocated and default Data Model of Customer Information Matching, the client to be allocated is distributed to corresponding to the default Data Model of Customer Information to match with the customer information to be allocated Business personnel.
List generation module 508, for generating industry according to the corresponding business personnel of the customer information to be allocated and distribution Business person distributes list, and business personnel distribution list is back into user terminal.
Fig. 6 is the structural representation of business personnel's distributor in another embodiment.As shown in fig. 6, the business personnel distributes Device 600 includes data obtaining module 602, type judging module 604, address matching module 606, the and of model fitting module 608 List generation module 610.Wherein:
Data obtaining module 602, for obtaining the customer information to be allocated of user terminal transmission.
Type judging module 604, if for judging whether client to be allocated is default according to the customer information to be allocated Customer type, if so, then obtain the method for salary distribution corresponding to the customer type of client to be allocated, and according to the method for salary distribution by institute State customer information to be allocated and distribute to business personnel.
Address matching module 606, for by the address information in the customer information to be allocated and business personnel's list Address information is matched, if the match is successful, the client to be allocated is distributed to and believed with address in business personnel's list The business personnel of manner of breathing matching;And if it fails to match, perform described by the customer information to be allocated and default customer data Model is matched, and the client to be allocated is distributed into the customer information to be allocated default customer data mould that the match is successful Business personnel's step corresponding to type.
Model fitting module 608, for if it is not, then carrying out the customer information to be allocated and default Data Model of Customer Information Matching, the client to be allocated is distributed to corresponding to the default Data Model of Customer Information to match with the customer information to be allocated Business personnel.
List generation module 610, for generating industry according to the corresponding business personnel of the customer information to be allocated and distribution Business person distributes list, and business personnel distribution list is back into user terminal.
Above-mentioned business personnel's distributor, the customer information sent according to user terminal, and according to customer information to client point With corresponding business personnel.According to the matching of multiple dimensions such as customer type and default Data Model of Customer Information, client is distributed into institute The business personnel of matching, the business information of client is not exclusively solely matched, improve the accuracy rate of distribution business personnel.Nothing simultaneously The distribution of business personnel need to be manually carried out, the automatic distribution of finishing service person is also capable of even if in face of huge data volume, is improved The efficiency of business personnel's distribution, further increase the efficiency of client.
In one embodiment, if type judging module 604 is additionally operable to client's odd numbers in the customer information to be allocated Match with client's odd numbers in the first system client's list, then the client to be allocated is distributed into the client to be allocated and believed Breath and the business personnel corresponding to the first system client list client's odd numbers that the match is successful;If the and client to be allocated Client's odd numbers in information matches with client's odd numbers in second system client's list, then according to the second system customer name The customer information to be allocated is distributed to business personnel by the second system business personnel method of salary distribution corresponding to list.
In one embodiment, type judging module 604 is additionally operable to judge the customer information to be allocated and described second Business personnel's type corresponding to system users list client's odd numbers that the match is successful, if the customer information to be allocated and described the Business personnel corresponding to two system client list client's odd numbers that the match is successful is first business personnel's type, then will be described to be allocated Customer information distributes to business personnel corresponding to first business personnel's type;And if the customer information to be allocated and second system The business personnel to unite corresponding to client's list client's odd numbers that the match is successful is second business personnel's type, then according to the visitor to be allocated Business information in the information of family judges the customer grade belonging to the customer information to be allocated, and by the customer information to be allocated Distribute to business personnel corresponding to the customer grade.
In one embodiment, will if it is the first customer grade that type judging module 604, which is additionally operable to the customer grade, The customer information to be allocated distributes to business personnel corresponding to the first customer grade;And if the customer grade is the second client Grade, then the customer information to be allocated is distributed into business personnel corresponding to pay imformation in the customer information to be sorted.
One of ordinary skill in the art will appreciate that realize all or part of flow in above-described embodiment method, being can be with The hardware of correlation is instructed to complete by computer program, described program can be stored in a non-volatile computer and can be read In storage medium, the program is upon execution, it may include such as the flow of the embodiment of above-mentioned each method.Wherein, described storage is situated between Matter can be magnetic disc, CD, read-only memory (Read-Only Memory, ROM) etc..
Embodiment described above only expresses the several embodiments of the present invention, and its description is more specific and detailed, but simultaneously Therefore the limitation to the scope of the claims of the present invention can not be interpreted as.It should be pointed out that for one of ordinary skill in the art For, without departing from the inventive concept of the premise, various modifications and improvements can be made, these belong to the guarantor of the present invention Protect scope.Therefore, the protection domain of patent of the present invention should be determined by the appended claims.

Claims (10)

  1. A kind of 1. business personnel's distribution method, it is characterised in that including:
    Obtain the customer information to be allocated that user terminal is sent;
    Judge whether client to be allocated is default customer type according to the customer information to be allocated, if so, then obtaining to be allocated The method of salary distribution corresponding to the customer type of client, and the customer information to be allocated is distributed to by business according to the method for salary distribution Member;
    If it is not, then the customer information to be allocated is matched with default Data Model of Customer Information, by the client to be allocated point With the business personnel given corresponding to the default Data Model of Customer Information that the customer information to be allocated matches;And
    Business personnel is generated according to the corresponding business personnel of the customer information to be allocated and distribution and distributes list, by the business personnel Distribution list is back to user terminal.
  2. 2. according to the method for claim 1, it is characterised in that it is described judged according to the customer information to be allocated it is to be allocated Whether client is default customer type, if so, the method for salary distribution corresponding to the customer type of client to be allocated is then obtained, and according to institute Stating the method for salary distribution customer information to be allocated is distributed into business personnel includes:
    , will if client's odd numbers in the customer information to be allocated matches with client's odd numbers in the first system client's list It is single with the first system client list client that the match is successful that the client to be allocated distributes to the customer information to be allocated Business personnel corresponding to number;And
    If client's odd numbers in the customer information to be allocated matches with client's odd numbers in second system client's list, root The customer information to be allocated is distributed to according to the second system business personnel method of salary distribution corresponding to the second system customer name list Business personnel.
  3. 3. according to the method for claim 2, it is characterised in that described the according to corresponding to the second system customer name list The customer information to be allocated is distributed to business personnel by the two system business personnel method of salary distribution to be included:
    Judge the customer information to be allocated and the industry corresponding to second system client list client's odd numbers that the match is successful Business person's type, if corresponding to the customer information to be allocated and second system client list client's odd numbers that the match is successful Business personnel is first business personnel's type, then the customer information to be allocated is distributed into business corresponding to first business personnel's type Member;And
    If the customer information to be allocated and the business corresponding to second system client list client's odd numbers that the match is successful Member is second business personnel's type, then the business information in the customer information to be allocated judges the customer information to be allocated Affiliated customer grade, and the customer information to be allocated is distributed into business personnel corresponding to the customer grade.
  4. 4. according to the method for claim 3, it is characterised in that described that the customer information to be allocated is distributed into the visitor Business personnel corresponding to the grade of family includes:
    If the customer grade is the first customer grade, it is corresponding that the customer information to be allocated is distributed into the first customer grade Business personnel;And
    If the customer grade is the second customer grade, the customer information to be allocated is distributed into the client to be sorted and believed Business personnel corresponding to pay imformation in breath.
  5. 5. method as claimed in any of claims 1 to 4, it is characterised in that described to believe the client to be allocated Breath is matched with default Data Model of Customer Information, and the client to be allocated is distributed into the customer information to be allocated, and the match is successful Default Data Model of Customer Information corresponding to business personnel before also include:
    Address information in the customer information to be allocated is matched with the address information in business personnel's list, if matching into Work(, then by the client to be allocated distributes to address information matches in business personnel's list business personnel;And
    If it fails to match, perform it is described the customer information to be allocated is matched with default Data Model of Customer Information, by institute State client to be allocated and distribute to business personnel corresponding to the customer information to be allocated default Data Model of Customer Information that the match is successful Step.
  6. A kind of 6. business personnel's distributor, it is characterised in that including:
    Data obtaining module, for obtaining the customer information to be allocated of user terminal transmission;
    Type judging module, if for judging whether client to be allocated is default customer class according to the customer information to be allocated Type, if so, then obtain the method for salary distribution corresponding to the customer type of client to be allocated, and treated described point according to the method for salary distribution Business personnel is distributed to customer information;
    Model fitting module, for if it is not, then being matched the customer information to be allocated with default Data Model of Customer Information, general The client to be allocated distributes to the business corresponding to the default Data Model of Customer Information to match with the customer information to be allocated Member;
    List generation module, for generating business personnel's distribution according to the corresponding business personnel of the customer information to be allocated and distribution List, business personnel distribution list is back to user terminal.
  7. 7. device according to claim 6, it is characterised in that if the type judging module is additionally operable to the visitor to be allocated Client's odd numbers in the information of family matches with client's odd numbers in the first system client's list, then distributes the client to be allocated To the business personnel corresponding to the customer information to be allocated and the first system client list client's odd numbers that the match is successful;With And if client's odd numbers in the customer information to be allocated matches with client's odd numbers in second system client's list, basis The customer information to be allocated is distributed to industry by the second system business personnel method of salary distribution corresponding to the second system customer name list Business person.
  8. 8. device according to claim 7, it is characterised in that the type judging module is additionally operable to judge described to be allocated Business personnel's type corresponding to customer information and second system client list client's odd numbers that the match is successful, treated point if described It is the first business personnel with the business personnel corresponding to customer information and second system client list client's odd numbers that the match is successful Type, then the customer information to be allocated is distributed into business personnel corresponding to first business personnel's type;It is and if described to be allocated Customer information is second business personnel's class with the business personnel corresponding to second system client list client's odd numbers that the match is successful Type, then the business information in the customer information to be allocated judge the customer grade belonging to the customer information to be allocated, And the customer information to be allocated is distributed into business personnel corresponding to the customer grade.
  9. 9. device according to claim 8, it is characterised in that if the type judging module is additionally operable to the customer grade For the first customer grade, then the customer information to be allocated is distributed into business personnel corresponding to the first customer grade;And if institute It is the second customer grade to state customer grade, then distributes in the customer information to be sorted the customer information to be allocated and charge Business personnel corresponding to information.
  10. 10. the device according to any one in claim 6 to 9, it is characterised in that described device also includes:
    Address matching module, for by the address information in the address information in the customer information to be allocated and business personnel's list Matched, if the match is successful, the client to be allocated is distributed to and matched with address information in business personnel's list Business personnel;And if it fails to match, perform described by the customer information to be allocated and the progress of default Data Model of Customer Information Matching, the client to be allocated is distributed to corresponding to the customer information to be allocated default Data Model of Customer Information that the match is successful Business personnel's step.
CN201710090743.6A 2017-02-20 2017-02-20 Business personnel's distribution method and device Pending CN107798451A (en)

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CN112766643A (en) * 2020-12-30 2021-05-07 中国人寿保险股份有限公司上海数据中心 Customer visit information management system

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