CN109816420A - Customer data processing method, device, computer equipment and storage medium - Google Patents

Customer data processing method, device, computer equipment and storage medium Download PDF

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Publication number
CN109816420A
CN109816420A CN201811526573.2A CN201811526573A CN109816420A CN 109816420 A CN109816420 A CN 109816420A CN 201811526573 A CN201811526573 A CN 201811526573A CN 109816420 A CN109816420 A CN 109816420A
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Prior art keywords
service
business
target service
customer data
label
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CN201811526573.2A
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Chinese (zh)
Inventor
林国胜
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OneConnect Smart Technology Co Ltd
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OneConnect Smart Technology Co Ltd
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Priority to CN201811526573.2A priority Critical patent/CN109816420A/en
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Abstract

The present invention provides a kind of customer data processing method, which comprises obtains customer data;Service label is generated according to the customer data, includes the type of service and service attribute of customer demand in the service label;It is obtained from the target service database being pre-created according to preset matching rule and the matched target service of the service label;According to target service creation business follow-up task, business follow-up task is distributed according to preset traffic assignments rule to corresponding business processing object.The present invention analyzes customer data, analyzes customer demand by obtaining customer data, recommend suitable target service for potential customers, in order to excavate potential customers, and target service is distributed to matched business processing object according to service label and is followed up, improves marketing efficiency.

Description

Customer data processing method, device, computer equipment and storage medium
Technical field
The present invention relates to field of computer technology more particularly to a kind of customer data processing methods, device, computer equipment And storage medium.
Background technique
With the development of the social economy, the Investment & Financing idea of people is more and more stronger, the type of service that bank provides is increasingly Increase, popularization and use range is more extensive, and wherein those types of service include credit card business, credit operation, Investment & Financing etc..
In order to facilitate handling for business, bank, which has been client, provides various convenient and fast business application channels, such as under line Artificial application, calling application, online application, client need to only provide some simple personal information, for example, name, contact method, Apply for type of service etc., can apply handling relevant business.These information all can be bank client excavation offer data Source.But in the prior art, due to lacking the unified management to these information of client, bank is not for handling industry in bank The client of business lacks data supporting, can not excavate potential customers, it is difficult to specific aim marketing.Therefore, how to be believed using these clients Breath, quickly and effectively excavates advantageous clue in numerous customer datas and customer information, plays to banking developing Particularly important effect.
In existing technology, when being obtained customer data based on big data and analyzed customer demand, the mode of data acquisition does not have Targetedly, too blindly, need to expend a large amount of resource, applicability is poor.
Summary of the invention
The present invention provides a kind of customer data processing method and corresponding device, mainly realizes by obtaining client's number According to, customer demand is analyzed according to customer data, recommends suitable target service for potential customers, in order to excavate potential customers, And target service is distributed to matched business processing object according to service label and is followed up, improve marketing efficiency.
It the computer equipment that the present invention also provides a kind of for executing customer data processing method of the invention and readable deposits Storage media.
To solve the above problems, the present invention uses the technical solution of following various aspects:
In a first aspect, the present invention provides a kind of customer data processing method, which comprises
Obtain customer data;
Generate service label according to the customer data, type of service in the service label comprising customer demand and Service attribute;
It obtains from the target service database being pre-created according to preset matching rule and is matched with the service label Target service;
According to target service creation business follow-up task, by business follow-up task according to preset traffic assignments Rule is distributed to corresponding business processing object.
Specifically, further include:
The recommendation rank of the target service is generated according to the customer data;
According to the recommendation rank, business follow-up task is distributed to corresponding business processing object.
Specifically, the acquisition customer data, comprising:
The basic data of client is obtained on line;
The characteristic of third party system database acquisition client is called according to the basic data.
It is preferably, described to generate service label according to the customer data, comprising:
The type of service and service attribute that customer demand is obtained according to the characteristic, generate the service label.
Specifically, in the target service database comprising scheduled target service, the type of service of target service and Corresponding service attribute, it is described to be obtained from the target service database being pre-created according to preset matching rule and the industry The target service for tag match of being engaged in, comprising:
By type of service and service attribute in the service label and the target service in target service database Type of service and service attribute are compared;
It is obtained from the target service database according to the rule that type of service matches and service attribute matches With the matched target service of the service label.
Specifically, described distribute business follow-up task to corresponding business processing according to pre-set business allocation rule Object, comprising:
Set the processing priority of each business processing object;
The business follow-up task is distributed according to the processing priority.
Preferably, further includes:
Whether the task status of acquisition business follow-up task, the task status include interested in target service and push away It recommends and whether succeeds;
The traffic assignments rule is adjusted according to the task status.
Second aspect, the present invention provide a kind of customer data processing unit, which comprises
Module is obtained, for obtaining customer data;
Generation module includes customer demand in the service label for generating service label according to the customer data Type of service and service attribute;
Matching module, for obtained from the target service database being pre-created according to preset matching rule with it is described The matched target service of service label;
Distribution module, for creating business follow-up task according to the target service, by business follow-up task foundation Preset traffic assignments rule is distributed to corresponding business processing object.
The third aspect, the present invention provide a kind of computer equipment, which is characterized in that described including memory and processor Computer-readable instruction is stored in memory, when the computer-readable instruction is executed by the processor, so that the place Device is managed to execute as described in any one of first aspect claim the step of customer data processing method.
Fourth aspect, the present invention provides a kind of storage medium for being stored with computer-readable instruction, described computer-readable When instruction is executed by one or more processors, so that one or more processors execute any one of first aspect right such as and want The step of seeking the customer data processing method.
Compared with the existing technology, technical solution of the present invention at least has following advantage:
1, the present invention provides a kind of customer data processing method, by obtaining customer data;It is raw according to the customer data It include the type of service and service attribute of customer demand at service label, in the service label;It is advised according to preset matching Then obtained and the matched target service of the service label from the target service database being pre-created;According to the target industry Creation business of being engaged in follow-up task distributes business follow-up task to corresponding business according to preset traffic assignments rule Manage object.The present invention analyzes customer data, analyzes customer demand, recommend for potential customers by obtaining customer data Suitable target service, in order to excavate potential customers, and by the relevant information of potential customers and target service to be recommended Distribution to matched business processing object follows up, and improves marketing efficiency.
2, the present invention can also generate the recommendation rank of the target service according to the customer data;According to the recommendation Rank distributes business follow-up task to corresponding business processing object.The present invention sets the recommendation rank, and foundation The recommendation rank to the target service be allocated can be achieved distribution it is more accurate, recommend to have higher success rate, be also convenient at business It manages object and follow-up dynamics is executed to target service according to the recommendation rank.
3, institute can be distributed according to the processing authority of business processing object when the present invention is allocated business follow-up task State business follow-up task;The business follow-up task of distributing is recorded alternatively, following up according to history, the history follow-up record is used for Record each client of the business processing subjects history follow-up;Alternatively, the workload allocations according to the business processing object The business follow-up task preferentially distributes business follow-up task to the business processing object few to workload;Alternatively, this hair The bright processing priority that can set each business processing object;The business follow-up is distributed according to the processing priority to appoint Business.In addition, the present invention can also obtain business follow-up task task status, the task status include to target service whether Whether interested and recommendation succeeds;The traffic assignments rule is adjusted according to the task status.The present invention provides a variety of points With rule and Regulation mechanism, the flexibility of this programme is promoted.
Detailed description of the invention
Fig. 1 is customer data processing method flow chart in one embodiment;
Fig. 2 is customer data processing unit structural block diagram in one embodiment;
Fig. 3 is the internal structure block diagram of computer equipment in one embodiment.
The object of the invention is realized, the embodiments will be further described with reference to the accompanying drawings for functional characteristics and advantage.
Specific embodiment
In order to enable those skilled in the art to better understand the solution of the present invention, below in conjunction in the embodiment of the present invention Attached drawing, technical scheme in the embodiment of the invention is clearly and completely described.
In some processes of the description in description and claims of this specification and above-mentioned attached drawing, contain according to Multiple operations that particular order occurs, but it should be clearly understood that these operations can not be what appears in this article suitable according to its Sequence is executed or is executed parallel, and the serial number of operation such as S11, S12 etc. be only used for distinguishing each different operation, serial number It itself does not represent and any executes sequence.In addition, these processes may include more or fewer operations, and these operations can To execute or execute parallel in order.It should be noted that the description such as " first " herein, " second ", is for distinguishing not Same message, equipment, module etc., does not represent sequencing, does not also limit " first " and " second " and be different type.
It will appreciated by the skilled person that unless expressly stated, singular " one " used herein, " one It is a ", " described " and "the" may also comprise plural form.It is to be further understood that being arranged used in specification of the invention Diction " comprising " refer to that there are the feature, integer, step, operation, element and/or component, but it is not excluded that in the presence of or addition Other one or more features, integer, step, operation, element, component and/or their group.It should be understood that when we claim member Part is " connected " or when " coupled " to another element, it can be directly connected or coupled to other elements, or there may also be Intermediary element.In addition, " connection " used herein or " coupling " may include being wirelessly connected or wirelessly coupling.It is used herein to arrange Diction "and/or" includes one or more associated wholes for listing item or any cell and all combinations.
It will appreciated by the skilled person that unless otherwise defined, all terms used herein (including technology art Language and scientific term), there is meaning identical with the general understanding of those of ordinary skill in fields of the present invention.Should also Understand, those terms such as defined in the general dictionary, it should be understood that have in the context of the prior art The consistent meaning of meaning, and unless idealization or meaning too formal otherwise will not be used by specific definitions as here To explain.
Following will be combined with the drawings in the embodiments of the present invention, and technical solution in the embodiment of the present invention carries out clear, complete Site preparation description in which the same or similar labels are throughly indicated same or similar element or has same or like function Element.Obviously, described embodiments are only a part of the embodiments of the present invention, instead of all the embodiments.Based on this Embodiment in invention, those skilled in the art's every other implementation obtained without creative efforts Example, shall fall within the protection scope of the present invention.
Referring to Fig. 1, the embodiment of the present invention provides a kind of customer data processing method, the function needs that this method is realized Participation including user, mobile terminal, server executes, described in realization using server as the executing subject of the embodiment of the present invention The function of method, as shown in Figure 1, the described method comprises the following steps:
S11, customer data is obtained.
In the embodiment of the present invention, the customer data includes basic data and characteristic, wherein the basic data Mark client for uniqueness.The present invention obtains the basic data of the client for a certain business handled by line upper mounting plate, such as Cell-phone number, the address mac, identification card number etc. call third party system database to obtain the characteristic based on the basic data According to progress data cleansing, supplement and integration, it is ensured that timeliness, the accuracy of data lay the foundation for subsequent data analysis. Wherein, data cleansing and integration process include outlier processing, the processing of null value and data are turned according to data standard It changes.Wherein, the characteristic includes but is not limited to: age range, consumer record, whether basic populations' data such as married, The asset datas such as vehicle and house, the level of consumption, financial product preference, interest preference, daily routines geographical location, credit risk Deng.
S12, service label is generated according to the customer data, include the type of service of customer demand in the service label And service attribute.
In the embodiment of the present invention, the customer data of acquisition is analyzed, the demand for analyzing client generates the business mark Label.The service label include as insurance products intention label, automobile installment credit intention label, finance product intention label, Credit card handles intention label etc..Specifically, the present invention can be by extracting the target data in the characteristic, according to institute It states target data and generates the service label.Wherein, the target data refers to data relevant to existing business, such as whether Have vehicle, whether the data such as the side of having, financial product demand.
In a kind of embodiment of the invention, the type of service and industry of customer demand can be extracted by the target data Business attribute generates the service label of client according to the type of service and service attribute.Such as identify the target data of client In include low-risk finance product demand, then the potential type of service of deducibility customer demand includes finance product business, industry Business attribute is low-risk, then generates the service label according to the type of service and service attribute.For example, identifying client Commonly using the travel network of ctrip.com etc and flight prompting, airline App etc., then deducibility client has potential boat trip credit Card demand, the potential type of service of customer demand include boat trip's credit card business, then generate the business according to the type of service Label.When the service label for identifying client includes multiple, multiple service labels can be generated respectively or generate a business It include multiple subtabs in label.
It, can also be by looking into when generating the service label according to the target data in another embodiment of the invention Ask preset service label database, the classification comprising multiple service labels and each business mark in the service label data The service label for being included under the classification of label.For example, can then inquire the business when identifying that client has the demand of finance product The service label of finance product class in tag database.If the target data obtained be no vehicle or vehicle to be purchased, inquire described in Service label database obtains service label relevant to vehicle, such as automobile installment credit intention label.In the embodiment of the present invention, institute State the type of service in service label comprising customer demand.It also may include business in the service label in another embodiment Attribute.For example, product attribute includes the information such as the risk class of each finance product, income in finance product.
S13, it is obtained from the target service database being pre-created according to preset matching rule and the service label Matched target service.
In the embodiment of the present invention, the target service data are created according to history recommendation record and existing type of service Library.It include scheduled target service, the type of service of target service and corresponding business category in the target service database Property.The target service includes but is not limited to insure class business, loan class business, finance product class business and credit-card type industry Business etc., wherein corresponding type of service is respectively to insure class, loan class, finance product class and credit-card type.The business category Property, such as the service attribute of finance product class business have high risk, low-risk and medium risk attribute.
In the embodiment of the present invention, obtained from the target service database being pre-created according to preset matching rule and institute It is realized when stating the matched target service of service label especially by following scheme:
By type of service and service attribute in the service label and the target service in target service database Type of service and service attribute are compared;Match according to type of service and service attribute matches rule is from described It is obtained and the matched target service of the service label in target service database.
Specifically, the matching rule can be the rule that type of service matches and the rule that service attribute matches Then.It can be by the type of service for including in service label and service attribute and the target service when obtaining the target service The type of service and service attribute of target service in database compare one by one, obtain and the matched target of the service label Business.For example, the type of service in the service label of client comprising customer demand is finance product class business and service attribute For high risk and superior returns, then chosen from the target service database according to the type of service and service attribute Earning rate is higher, the higher product of risk is as the target service for recommending client, this kind of recommendation mechanisms are finer, precision It is high.
It include the matching rule, and the matching rule in the target service database in another embodiment Specific expression-form is the mapping relations of service label and target service.For example, the corresponding financing industry of finance product intention label Business;Insurance products intention label corresponds to insurance business;Loan intention label corresponds to loan transaction etc..When getting the business mark The mapping relations of inquiry business label and target service can obtain the target service to match with the service label after label, The fairly simple easy realization of this kind of recommendation mechanisms, but it is relatively coarse, and precision is lower.
S14, follow up task according to target service creation business, by business follow-up task according to preset business Allocation rule is distributed to corresponding business processing object.
In the embodiment of the present invention, the mark letter of client is specifically created when according to target service creation business follow-up task Breath creates the business follow-up task according to the identification information and the target service.Wherein, the identification information includes But it is not limited to the information such as customer name, trade connection mode or customer number.
Further, following several schemes are specifically included when the present invention distributes the business follow-up task:
One, the processing authority distribution business follow-up task according to business processing object.Wherein, at different business Reason object has the processing authority of processing different business, and the processing authority is adjustable.
Secondly, distribute according to history follow-up record the business and follow up task, the history follow-up record is for recording State each client of business processing subjects history follow-up.For example, elder generation's query history follow-up record obtains when distribution business follow-up task The business processing object for taking current target service to be allocated whether to there is history to follow up, if so, then by the target service distribute to The business processing object to follow up before.
Thirdly, business described in the workload allocations according to the business processing object follow up task, the business is followed up Task preferentially distributes the business processing object few to workload, to improve business follow-up efficiency.
Four, the processing priority of each business processing object is set;The business is distributed according to the processing priority Follow-up task.Wherein, concrete foundation business processing object handles are all kinds of when setting the processing priority of each business processing object The ability of business sets its processing priority.For example, being handled for A business processing object according to the history of A business processing object Record, sets its processing priority for handling all kinds of business, such as sets its processing priority and arrange from high to low are as follows: insurance class industry Business, finance product class business, loan class business.By the priority it is found that the accessible business of A business processing object has insurance class Business, finance product class business, loan class business, wherein be good at the business of processing most as insurance class business.
In another embodiment, the processing priority of each business processing object can also be set for all kinds of business.Example Such as, it is followed up and is recorded according to the history service of b service, set the processing priority of its corresponding business processing object from high to low Arrangement are as follows: M1, M2, M3 and M4, by the priority it is found that being capable of handling the business processing object of b service has M1, M2, M3 And M4, wherein the business processing object for being most good at processing b service is M1, and subsequent carry out business follow-up task can when distributing It is allocated according to the priority.
In the embodiment of the present invention, additionally it is possible to obtain the task status of business follow-up task, the task status includes to mesh Whether whether mark business is interested and recommend to succeed;The traffic assignments rule and matching are adjusted according to the task status The task status of used matching rule when target service, the business follow-up task includes whether feeling emerging to target service Interest recommends the reason of whether succeeding, loseing interest in and recommends unsuccessful reason.
Specifically, counted according to the task status in the client in preset time period, it is interested in the target service Client's accounting and recommend successful client's accounting;If preset less than first to the interested client's accounting of the target service The reason of value, illustrates that former matching rule is not accurate enough, and analysis client loses interest in recommends unsuccessful reason, extracts and visitor The project is added to the matching rule by the unmatched project of the demand at family.For example, analysis client is the reason of loseing interest in It is on the high side, then the prices match rule new as one is added in the matching rule.
Further, if being greater than the first preset value to the interested client's accounting of the target service, and recommend successful Client's accounting then adjusts the traffic assignments rule less than the second preset value.If the interested business of client, final result is but Recommend it is unsuccessful, then illustrate business processing object distribution inaccuracy, traffic assignments rule is improper, then needs to adjust the industry Business allocation rule.Such as the target service can be distributed to handling the higher business processing object of the target service priority, Or the also processing priority of the adjustable business processing object, then the target service is distributed to handling the target The higher business processing object of service priority.
Referring to FIG. 2, in another embodiment, the present invention provides a kind of customer data processing units, comprising:
Module 11 is obtained, for obtaining customer data.
In the embodiment of the present invention, the customer data includes basic data and characteristic, wherein the basic data Mark client for uniqueness.The present invention obtains the basic data of the client for a certain business handled by line upper mounting plate, such as Cell-phone number, the address mac, identification card number etc. call third party system database to obtain the characteristic based on the basic data According to progress data cleansing, supplement and integration, it is ensured that timeliness, the accuracy of data lay the foundation for subsequent data analysis. Wherein, data cleansing and integration process include outlier processing, the processing of null value and data are turned according to data standard It changes.Wherein, the characteristic includes but is not limited to: age range, consumer record, whether basic populations' data such as married, The asset datas such as vehicle and house, the level of consumption, financial product preference, interest preference, daily routines geographical location, credit risk Deng.
Generation module 12 needs in the service label comprising client for generating service label according to the customer data The type of service and service attribute asked.
In the embodiment of the present invention, the customer data of acquisition is analyzed, the demand for analyzing client generates the business mark Label.The service label include as insurance products intention label, automobile installment credit intention label, finance product intention label, Credit card handles intention label etc..Specifically, the present invention can be by extracting the target data in the characteristic, according to institute It states target data and generates the service label.Wherein, the target data refers to data relevant to existing business, such as whether Have vehicle, whether the data such as the side of having, financial product demand.
In a kind of embodiment of the invention, the type of service and industry of customer demand can be extracted by the target data Business attribute generates the service label of client according to the type of service and service attribute.Such as identify the target data of client In include low-risk finance product demand, then the potential type of service of deducibility customer demand includes finance product business, industry Business attribute is low-risk, then generates the service label according to the type of service and service attribute.For example, identifying client Commonly using the travel network of ctrip.com etc and flight prompting, airline App etc., then deducibility client has potential boat trip credit Card demand, the potential type of service of customer demand include boat trip's credit card business, then generate the business according to the type of service Label.When the service label for identifying client includes multiple, multiple service labels can be generated respectively or generate a business It include multiple subtabs in label.
It, can also be by looking into when generating the service label according to the target data in another embodiment of the invention Ask preset service label database, the classification comprising multiple service labels and each business mark in the service label data The service label for being included under the classification of label.For example, can then inquire the business when identifying that client has the demand of finance product The service label of finance product class in tag database.If the target data obtained be no vehicle or vehicle to be purchased, inquire described in Service label database obtains service label relevant to vehicle, such as automobile installment credit intention label.In the embodiment of the present invention, institute State the type of service in service label comprising customer demand.It also may include business in the service label in another embodiment Attribute.For example, product attribute includes the information such as the risk class of each finance product, income in finance product.
Matching module 13, for being obtained from the target service database being pre-created according to preset matching rule and institute State the matched target service of service label.
In the embodiment of the present invention, the target service data are created according to history recommendation record and existing type of service Library.It include scheduled target service, the type of service of target service and corresponding business category in the target service database Property.The target service includes but is not limited to insure class business, loan class business, finance product class business and credit-card type industry Business etc., wherein corresponding type of service is respectively to insure class, loan class, finance product class and credit-card type.The business category Property, such as the service attribute of finance product class business have high risk, low-risk and medium risk attribute.
In the embodiment of the present invention, obtained from the target service database being pre-created according to preset matching rule and institute It is realized when stating the matched target service of service label especially by following scheme:
By type of service and service attribute in the service label and the target service in target service database Type of service and service attribute are compared;Match according to type of service and service attribute matches rule is from described It is obtained and the matched target service of the service label in target service database.
Specifically, the matching rule can be the rule that type of service matches and the rule that service attribute matches Then.It can be by the type of service for including in service label and service attribute and the target service when obtaining the target service The type of service and service attribute of target service in database compare one by one, obtain and the matched target of the service label Business.For example, the type of service in the service label of client comprising customer demand is finance product class business and service attribute For high risk and superior returns, then chosen from the target service database according to the type of service and service attribute Earning rate is higher, the higher product of risk is as the target service for recommending client, this kind of recommendation mechanisms are finer, precision It is high.
It include the matching rule, and the matching rule in the target service database in another embodiment Specific expression-form is the mapping relations of service label and target service.For example, the corresponding financing industry of finance product intention label Business;Insurance products intention label corresponds to insurance business;Loan intention label corresponds to loan transaction etc..When getting the business mark The mapping relations of inquiry business label and target service can obtain the target service to match with the service label after label, The fairly simple easy realization of this kind of recommendation mechanisms, but it is relatively coarse, and precision is lower.
Distribution module 14, for according to the target service creation business follow up task, by the business follow-up task according to It distributes according to preset traffic assignments rule to corresponding business processing object.
In the embodiment of the present invention, the mark letter of client is specifically created when according to target service creation business follow-up task Breath creates the business follow-up task according to the identification information and the target service.Wherein, the identification information includes But it is not limited to the information such as customer name, trade connection mode or customer number.
Further, following several schemes are specifically included when the present invention distributes the business follow-up task:
One, the processing authority distribution business follow-up task according to business processing object.Wherein, at different business Reason object has the processing authority of processing different business, and the processing authority is adjustable.
Secondly, distribute according to history follow-up record the business and follow up task, the history follow-up record is for recording State each client of business processing subjects history follow-up.For example, elder generation's query history follow-up record obtains when distribution business follow-up task The business processing object for taking current target service to be allocated whether to there is history to follow up, if so, then by the target service distribute to The business processing object to follow up before.
Thirdly, business described in the workload allocations according to the business processing object follow up task, the business is followed up Task preferentially distributes the business processing object few to workload, to improve business follow-up efficiency.
Four, the processing priority of each business processing object is set;The business is distributed according to the processing priority Follow-up task.Wherein, concrete foundation business processing object handles are all kinds of when setting the processing priority of each business processing object The ability of business sets its processing priority.For example, being handled for A business processing object according to the history of A business processing object Record, sets its processing priority for handling all kinds of business, such as sets its processing priority and arrange from high to low are as follows: insurance class industry Business, finance product class business, loan class business.By the priority it is found that the accessible business of A business processing object has insurance class Business, finance product class business, loan class business, wherein be good at the business of processing most as insurance class business.
In another embodiment, the processing priority of each business processing object can also be set for all kinds of business.Example Such as, it is followed up and is recorded according to the history service of b service, set the processing priority of its corresponding business processing object from high to low Arrangement are as follows: M1, M2, M3 and M4, by the priority it is found that being capable of handling the business processing object of b service has M1, M2, M3 And M4, wherein the business processing object for being most good at processing b service is M1, and subsequent carry out business follow-up task can when distributing It is allocated according to the priority.
In the embodiment of the present invention, additionally it is possible to obtain the task status of business follow-up task, the task status includes to mesh Whether whether mark business is interested and recommend to succeed;The traffic assignments rule and matching are adjusted according to the task status The task status of used matching rule when target service, the business follow-up task includes whether feeling emerging to target service Interest recommends the reason of whether succeeding, loseing interest in and recommends unsuccessful reason.
Specifically, counted according to the task status in the client in preset time period, it is interested in the target service Client's accounting and recommend successful client's accounting;If preset less than first to the interested client's accounting of the target service The reason of value, illustrates that former matching rule is not accurate enough, and analysis client loses interest in recommends unsuccessful reason, extracts and visitor The project is added to the matching rule by the unmatched project of the demand at family.For example, analysis client is the reason of loseing interest in It is on the high side, then the prices match rule new as one is added in the matching rule.
Further, if being greater than the first preset value to the interested client's accounting of the target service, and recommend successful Client's accounting then adjusts the traffic assignments rule less than the second preset value.If the interested business of client, final result is but Recommend it is unsuccessful, then illustrate business processing object distribution inaccuracy, traffic assignments rule is improper, then needs to adjust the industry Business allocation rule.Such as the target service can be distributed to handling the higher business processing object of the target service priority, Or the also processing priority of the adjustable business processing object, then the target service is distributed to handling the target The higher business processing object of service priority.
In another embodiment, the present invention provides a kind of computer equipments, as shown in figure 3, the computer equipment Including devices such as processor 303, memory 305, input unit 307 and display units 309.Those skilled in the art can manage Solution, the structure devices shown in Fig. 3 do not constitute the restriction to all computer equipments, may include more more or fewer than illustrating Component, or the certain components of combination.Memory 305 can be used for storing application program 301 and each functional module, processor 303 Operation is stored in the application program 301 of memory 305, thereby executing the various function application and data processing of equipment.Storage Device 305 can be built-in storage or external memory, or including both built-in storage and external memory.Built-in storage may include Read-only memory (ROM), programming ROM (PROM), electrically programmable ROM (EPROM), electrically erasable programmable ROM (EEPROM), Flash memory or random access memory.External memory may include hard disk, floppy disk, ZIP disk, USB flash disk, tape etc..Institute of the present invention Disclosed memory includes but is not limited to the memory of these types.Memory 305 disclosed in this invention be only used as example and Non- be used as limits.
Input unit 307 is used to receive the input of signal, and receives the keyword of user's input.Input unit 307 can Including touch panel and other input equipments.Touch panel collects the touch operation of user on it or nearby and (for example uses Family uses the operations of any suitable object or attachment on touch panel or near touch panel such as finger, stylus), and root According to the corresponding attachment device of preset driven by program;Other input equipments can include but is not limited to physical keyboard, function One of key (such as broadcasting control button, switch key etc.), trace ball, mouse, operating stick etc. are a variety of.Display unit 309 can be used for showing the information of user's input or be supplied to the information of user and the various menus of computer equipment.Display is single The forms such as liquid crystal display, Organic Light Emitting Diode can be used in member 309.Processor 303 is the control centre of computer equipment, benefit With the various pieces of various interfaces and the entire computer of connection, by running or executing the software being stored in memory 303 Program and/or module, and the data being stored in memory are called, perform various functions and handle data.Shown in Fig. 3 One or more processors 303 are able to carry out, realize acquisition module 11 shown in Fig. 2, generation module 12, matching module 13 with And the function of distribution module 14.
In one embodiment, the computer equipment includes memory 305 and processor 303, the memory 305 In be stored with computer-readable instruction, when the computer-readable instruction is executed by the processor, so that the processor 303 The step of executing a kind of customer data processing method described in above embodiments.
A kind of computer equipment provided in an embodiment of the present invention is, it can be achieved that obtain customer data;According to the customer data Service label is generated, includes the type of service and service attribute of customer demand in the service label;According to preset matching Rule obtains and the matched target service of the service label from the target service database being pre-created;According to the target Service creation business follow-up task distributes business follow-up task to corresponding business according to preset traffic assignments rule Process object.The present invention analyzes customer data, analyzes customer demand, push away for potential customers by obtaining customer data Suitable target service is recommended, in order to excavate potential customers, and by the relevant information of potential customers and target industry to be recommended Business distribution to matched business processing object follows up, and improves marketing efficiency.
In addition, the invention also provides a kind of storage Jie for being stored with computer-readable instruction in another embodiment Matter, when which is executed by one or more processors, so that one or more processors execute following steps: Obtain customer data;Service label is generated according to the customer data, includes the service class of customer demand in the service label Type and service attribute;It is obtained from the target service database being pre-created according to preset matching rule and the business mark Sign matched target service;According to target service creation business follow-up task, by business follow-up task according to default Traffic assignments rule distribute to corresponding business processing object.One or more processors are able to achieve in embodiment illustrated in fig. 2 Customer data processing unit in acquisition module 11, generation module 12, matching module 13 and distribution module 14 function.
Those of ordinary skill in the art will appreciate that realizing all or part of the process in above-described embodiment method, being can be with Relevant hardware is instructed to complete by computer program, which can be stored in a computer-readable storage and be situated between In matter, the program is when being executed, it may include such as the process of the embodiment of above-mentioned each method.Wherein, storage medium above-mentioned can be The non-volatile memory mediums such as magnetic disk, CD, read-only memory (Read-Only Memory, ROM) or random storage note Recall body (Random Access Memory, RAM) etc..
Each technical characteristic of embodiment described above can be combined arbitrarily, for simplicity of description, not to above-mentioned reality It applies all possible combination of each technical characteristic in example to be all described, as long as however, the combination of these technical characteristics is not deposited In contradiction, all should be considered as described in this specification.
The embodiments described above only express several embodiments of the present invention, and the description thereof is more specific and detailed, but simultaneously Limitations on the scope of the patent of the present invention therefore cannot be interpreted as.It should be pointed out that for those 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 guarantor of the invention Protect range.Therefore, the scope of protection of the patent of the invention shall be subject to the appended claims.

Claims (10)

1. a kind of customer data processing method, which is characterized in that the described method includes:
Obtain customer data;
Service label is generated according to the customer data, includes the type of service and business of customer demand in the service label Attribute;
It is obtained from the target service database being pre-created according to preset matching rule and the matched mesh of the service label Mark business;
According to target service creation business follow-up task, by business follow-up task according to preset traffic assignments rule It distributes to corresponding business processing object.
2. customer data processing method according to claim 1, which is characterized in that further include:
The recommendation rank of the target service is generated according to the customer data;
According to the recommendation rank, business follow-up task is distributed to corresponding business processing object.
3. customer data processing method according to claim 1, which is characterized in that the acquisition customer data, comprising:
The basic data of client is obtained on line;
The characteristic of third party system database acquisition client is called according to the basic data.
4. customer data processing method according to claim 3, which is characterized in that described to be generated according to the customer data Service label, comprising:
The type of service and service attribute that customer demand is obtained according to the characteristic, generate the service label.
5. customer data processing method according to claim 1, which is characterized in that include in the target service database Scheduled target service, the type of service of target service and corresponding service attribute, it is described according to preset matching rule from It is obtained and the matched target service of the service label in the target service database being pre-created, comprising:
By the business of the type of service and service attribute in the service label and the target service in target service database Type and service attribute are compared;
According to regular acquisition and the institute from the target service database that type of service matches and service attribute matches State the matched target service of service label.
6. business recommended method according to claim 1, which is characterized in that described that business follow-up task foundation is pre- If traffic assignments rule is distributed to corresponding business processing object, comprising:
Set the processing priority of each business processing object;
The business follow-up task is distributed according to the processing priority.
7. business recommended method according to claim 1, which is characterized in that further include:
The task status of acquisition business follow-up task, whether the task status includes interested in target service and recommendation is No success;
The traffic assignments rule is adjusted according to the task status.
8. a kind of customer data processing unit, which is characterized in that the described method includes:
Module is obtained, for obtaining customer data;
Generation module includes the industry of customer demand in the service label for generating service label according to the customer data Service type and service attribute;
Matching module, for being obtained from the target service database being pre-created according to preset matching rule and the business The target service of tag match;
Distribution module, for according to target service creation business follow-up task, the business to be followed up task according to default Traffic assignments rule distribute to corresponding business processing object.
9. a kind of computer equipment, which is characterized in that including memory and processor, being stored with computer in the memory can Reading instruction, when the computer-readable instruction is executed by the processor, so that the processor executes such as claim 1 to 7 Any one of customer data processing method described in claim the step of.
10. a kind of storage medium for being stored with computer-readable instruction, the computer-readable instruction is handled by one or more When device executes, so that one or more processors are executed as described in any one of claims 1 to 7 claim at customer data The step of reason method.
CN201811526573.2A 2018-12-13 2018-12-13 Customer data processing method, device, computer equipment and storage medium Pending CN109816420A (en)

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