CN110266898A - A kind of financial service phone automatic outer call system - Google Patents

A kind of financial service phone automatic outer call system Download PDF

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Publication number
CN110266898A
CN110266898A CN201910488161.2A CN201910488161A CN110266898A CN 110266898 A CN110266898 A CN 110266898A CN 201910488161 A CN201910488161 A CN 201910488161A CN 110266898 A CN110266898 A CN 110266898A
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CN
China
Prior art keywords
call
banquet
module
calling
automatic
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Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Pending
Application number
CN201910488161.2A
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Chinese (zh)
Inventor
张甄
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Anhui Dingzhong Financial Information Consulting Service Co Ltd
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Anhui Dingzhong Financial Information Consulting Service Co Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Anhui Dingzhong Financial Information Consulting Service Co Ltd filed Critical Anhui Dingzhong Financial Information Consulting Service Co Ltd
Priority to CN201910488161.2A priority Critical patent/CN110266898A/en
Publication of CN110266898A publication Critical patent/CN110266898A/en
Pending legal-status Critical Current

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Classifications

    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/50Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
    • H04M3/51Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
    • H04M3/5141Details of processing calls and other types of contacts in an unified manner
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/50Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
    • H04M3/51Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
    • H04M3/5175Call or contact centers supervision arrangements
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/50Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
    • H04M3/51Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
    • H04M3/5183Call or contact centers with computer-telephony arrangements

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  • Business, Economics & Management (AREA)
  • Marketing (AREA)
  • Engineering & Computer Science (AREA)
  • Signal Processing (AREA)
  • Telephonic Communication Services (AREA)

Abstract

The invention discloses a kind of financial service phone automatic outer call systems, belong to financial services industry, including service management module, automatic outer call module, traffic module of attending a banquet, calling result categorization module and database;The service management module is managed for the various data of external paging system and resource;The automatic outer call module includes three kinds of call models: the outgoing call of preview formula, progress formula outgoing call and detection formula outgoing call, the preview formula outgoing call is to make a phone call mode manually, the progress formula outgoing call makes a phone call mode to be semi-automatic, and detection formula outgoing call is automatic dialing liaison mode;The calling result categorization module is classified for that will call result, and loss call is by the automatic sheet of software, and the calling having been turned on is by artificial judgment of attending a banquet.Customer calls are realized by three kinds of call models, whether detection formula outgoing call first detect attends a banquet idle, there is then automatic exhalation, and it waits if nothing and breathing out after the free time, reasonable distribution call time.

Description

A kind of financial service phone automatic outer call system
Technical field
The present invention relates to financial services technology field, in particular to a kind of financial service phone automatic outer call system.
Background technique
Financial service refers to that valuables are circulated with moneytary operations means by financial institution, to finance activities participant and Gu The activity of co-benefit, acquisition satisfaction that visitor provides.According to the content of World Trade Organization's attachment, the supplier of financial service is wrapped Include following classes mechanism: insurance and its related service, further include all banks and other financial services (except insurance).Broadly Financial service, refer to that entire financial circles play its multiple functions to promote the development of economy and society.Specifically, finance clothes Business refer to financial institution by the activity of commencing business be client provide including finance investment, savings, credit, clearing, stock jobbery, Various services such as business insurance and Financial Information consulting.Enhance financial service consciousness, financial service level is improved, for adding The fast modern financial system construction for promoting China, improves financial institution's management, enhances financial circles competitiveness, advantageously promote Economy and society development, has a very important significance.
Call center system be it is a kind of based on CTI technology, make full use of the multiple function of communication network and computer network integrated, And a complete integrated information service system being linked together with enterprise, it utilizes existing various advanced means of communication, Effectively high quality, high efficiency, comprehensive service are provided for client.Call center has important ground in modern enterprise Position, especially customer-oriented service-type firm.In order to cope with the market competition being growing more intense, many enterprises formulated with The service level of client is continuously improved in the market strategy of customers as center, so that Win Clients, seize market.It is objective as linking up Family understands client's actual demand, safeguards a kind of important tool of customer relationship, and call center plays increasingly heavier in enterprise The effect wanted.
Traditional automatic outer call system generally only has the outgoing call of preview formula, progress two kinds of automatic outer call modes of formula outgoing call no matter It is the workload of each operator that attends a banquet to be increased using the outgoing call of preview formula or the formula outgoing call that is in progress, and call efficiency It is low, and customer call is lost in order to prevent, and calling when, which attends a banquet, needs Waiting for Call to terminate, and the manual analysis calling is in Invalid or access failure, equally increases the workload attended a banquet, and causes to call inefficiency.
Summary of the invention
The object of the invention is that in order to solve above-mentioned automatic outer call system calling mode inefficiency and the people that attends a banquet The problem of member's analysis calling result increases workload and reduces calling efficiency and provide a kind of financial service phone from Outer paging system is moved, there is the outgoing call of detection formula to be not likely to produce call lose, intellectual analysis calls as a result, the advantages of improving efficiency.
The present invention is achieved through the following technical solutions above-mentioned purpose, a kind of financial service phone automatic outer call system, Including service management module, automatic outer call module, traffic module of attending a banquet, calling result categorization module and database;
The service management module is managed for the various data of external paging system and resource;
The automatic outer call module includes three kinds of call models: the outgoing call of preview formula, progress formula outgoing call and detection formula outgoing call, institute Stating preview formula outgoing call is to make a phone call mode manually, and attending a banquet first browses customer information and carry out telephone call again, outside the progress formula It exhales and makes a phone call mode to be semi-automatic, attend a banquet by calling the software calling customer in customer list automatically, turn again until connecting To breathe out manually, detection formula outgoing call is automatic dialing liaison mode, and being attended a banquet by detection, whether the free time selects automatic calling customer, The calling is transferred to idle seating again until there is client to connect;
The calling result categorization module is classified for that will call result, and loss call is hung automatically by software Single, the calling having been turned on is by artificial judgment of attending a banquet.
Preferably, the service management module includes outgoing call project management module, customer name menu manager module, system administration Module, management module of attending a banquet, monitoring module, Tonghua management module and line module.
Preferably, the outgoing call project management module includes project task preview, project information management and item types dimension Shield;Customer name menu manager module includes the management of name single batch, list imports, list distribution, list recycles and blacklist management;System System management module includes system parameter setting, dialing pattern management and queue configuration;Management module of attending a banquet includes seating stand dimension It protects and attends a banquet group management;Monitoring module includes system status monitoring, attend a banquet condition monitoring and talking state monitoring;Tonghua pipe Reason module includes message registration inquiry and calling record management;Line module includes user information maintenance, Role Management and user Priority assignation.
Preferably, the traffic module of attending a banquet is the operating system of operating software automatic dialing phone of attending a banquet, the operation system The function of system includes logging in call center queue, click to dial, keeping call, transfer call and Three-Way Calling.
Preferably, the database is the basis of system development, and database is for improving system development efficiency, runnability It is saved and is recorded with Function Extension and to calling result.
Preferably, the calling result categorization module to call state is for statistical analysis by being divided into access failure and having connect Logical two classes, loss call state are unresponsive, busy tone, spacing, on-hook, shutdown and shutdown.
Preferably, the call state statistical analysis uses signaling test method or speech recognition technology.
Compared with prior art, the beneficial effects of the present invention are:
1, customer calls are realized by three kinds of call models, by the outgoing call of preview formula it is more attend a banquet to be in idle condition make With, progress formula outgoing call can the use when attending a banquet more tired out, detect formula outgoing call and in less attend a banquet be in idle condition use, make Whether the used time is first detected attends a banquet idle, has then automatic exhalation, breathes out after waiting the free time without if, reasonable distribution call time, It avoids attending a banquet and has little time to connect client's call, call lose situation is caused to occur.
2, by call result categorization module statistical analysis by call result be divided into have been turned on access failure two states, Unaccessed state is automatically hung up by traffic module of attending a banquet, and is had been turned on state and is called to be transferred to again and attends a banquet, and guarantees that seat is only processed into The calling that function is connected, to effectively improve working efficiency.
Detailed description of the invention
Fig. 1 is overall system structure schematic diagram of the invention.
Fig. 2 is service management module system structure diagram of the invention.
Fig. 3 is preview formula outgoing call work flow diagram of the invention.
Fig. 4 is progress formula outgoing call work flow diagram of the invention.
Fig. 5 is detection formula outgoing call work flow diagram of the invention.
Fig. 6 is calling result taxonomic structure schematic diagram of the invention.
Specific embodiment
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, it is clear that described embodiments are only a part of the embodiments of the present invention, instead of all the embodiments.It is based on Embodiment in the present invention, it is obtained by those of ordinary skill in the art without making creative efforts every other Embodiment shall fall within the protection scope of the present invention.
It please refers to shown in Fig. 1-2, a kind of financial service phone automatic outer call system, including service management module, automatic Outgoing call module, traffic module of attending a banquet, calling result categorization module and database;The service management module is used for external paging system Various data and resource are managed;The automatic outer call module includes three kinds of call models: the outgoing call of preview formula, progress formula outgoing call With detection formula outgoing call, the preview formula outgoing call is to make a phone call mode manually, and first browsing customer information of attending a banquet carries out phone again and dials It beats, the progress formula outgoing call makes a phone call mode to be semi-automatic, attends a banquet and calls visitor in customer list automatically by calling software Family switchs to breathe out manually again until connecting, and detection formula outgoing call is automatic dialing liaison mode, and being attended a banquet by detection, whether the free time is selected Automatic calling customer is selected, the calling is transferred to idle seating again until there is client to connect;The calling result categorization module is used for Calling result is classified, for loss call by the automatic sheet of software, the calling having been turned on is described by artificial judgment of attending a banquet Service management module include outgoing call project management module, customer name menu manager module, system management module, management module of attending a banquet, Monitoring module, Tonghua management module and line module, the outgoing call project management module include project task preview, project Information management and item types maintenance;Customer name menu manager module includes the management of name single batch, list imports, list distributes, name Single recycling and blacklist management;System management module includes system parameter setting, dialing pattern management and queue configuration;It attends a banquet pipe Reason module includes seating stand maintenance and a group management of attending a banquet;Monitoring module includes system status monitoring, condition monitoring of attending a banquet It is monitored with talking state;Tonghua management module includes message registration inquiry and calling record management;Line module includes user's letter Breath maintenance, Role Management and user authority setting, the traffic module of attending a banquet are the behaviour of operating software automatic dialing phone of attending a banquet Make system, the function of the operating system includes logging in call center queue, click to dial, keeping call, transfer call and tripartite Call, the database are the basis of system development, and database is for improving system development efficiency, runnability and Function Extension And calling result is saved and recorded, the calling result categorization module passes through to for statistical analysis point of call state For access failure and have been turned on two classes, loss call state is unresponsive, busy tone, spacing, on-hook, shutdown and shutdown, described Call state statistical analysis uses signaling test method or speech recognition technology.
It is illustrated in figure 3 preview formula outgoing call, is that one kind makes a phone call mode manually, seat browses the information of client first, Decide whether to be dialed again.
It is illustrated in figure 4 progress formula outgoing call, is sequentially exhaled automatically the outgoing call task of seat by seat end software It cries, until connecting a calling.Progress formula can regard a kind of automanual method of calling as, seat can at any time in Disconnected seat end software automatically initiates calling, switchs to breathe out manually.
It is illustrated in figure 5 detection formula outgoing call, working method is similar to progress formula outgoing call, only increases idle inspection of attending a banquet It surveys, decides whether to call automatically by detecting the free time of attending a banquet, also switch to breathe out manually after access success.
Classification results are illustrated in figure 6, the result after connection usually requires seat artificial judgment, and the calling that not can turn on As a result system is needed to detect.In automatic outer call mode, accurately calling result detection is particularly important, automatic outer call In the process, invalid number is detected by calling result, avoids the call diversion that will be unable to connect to seat, guarantee that seat is only located The calling successfully connected is managed, to effectively improve working efficiency.
The working principle of the invention realizes customer call by three kinds of call models, by the outgoing call of preview formula in more seat Seat is in idle condition use, progress formula outgoing call can the use when attending a banquet more tired out, detect formula outgoing call at less place of attending a banquet It being used in idle state, whether first detection attends a banquet idle when use, and there is then automatic exhalation, is breathed out after waiting the free time without if, Reasonable distribution call time, avoiding attending a banquet has little time to connect client's call, and call lose situation is caused to occur.By calling result The statistical analysis of categorization module by call result be divided into have been turned on access failure two states, unaccessed state is by traffic mould of attending a banquet Block is automatically hung up, and is had been turned on state and is called to be transferred to again and attends a banquet, and guarantees that seat only handle the calling of successfully connection, thus effectively Improve working efficiency.
It is obvious to a person skilled in the art that invention is not limited to the details of the above exemplary embodiments, Er Qie In the case where without departing substantially from spirit or essential attributes of the invention, the present invention can be realized in other specific forms.Therefore, no matter From the point of view of which point, the present embodiments are to be considered as illustrative and not restrictive, and the scope of the present invention is by appended power Benefit requires rather than above description limits, it is intended that all by what is fallen within the meaning and scope of the equivalent elements of the claims Variation is included within the present invention.Any reference signs in the claims should not be construed as limiting the involved claims.
In addition, it should be understood that although this specification is described in terms of embodiments, but not each embodiment is only wrapped Containing an independent technical solution, this description of the specification is merely for the sake of clarity, and those skilled in the art should It considers the specification as a whole, the technical solutions in the various embodiments may also be suitably combined, forms those skilled in the art The other embodiments being understood that.

Claims (7)

1. a kind of financial service phone automatic outer call system, it is characterised in that: including service management module, automatic outer call mould Block, traffic module of attending a banquet, calling result categorization module and database;
The service management module is managed for the various data of external paging system and resource;
The automatic outer call module includes three kinds of call models: the outgoing call of preview formula, progress formula outgoing call and detection formula outgoing call, described pre- Formula outgoing call of looking at is to make a phone call mode manually, and first browsing customer information of attending a banquet carries out telephone call again, and the progress formula outgoing call is It is semi-automatic to make a phone call mode, it attends a banquet by calling the software calling customer in customer list automatically, switchs to hand again until connecting Dynamic exhalation, detection formula outgoing call are automatic dialing liaison mode, and being attended a banquet by detection, whether the free time selects automatic calling customer, until There is client to connect and the calling is transferred to idle seating again;
The calling result categorization module is classified for that will call result, and loss call is by the automatic sheet of software, The calling of connection is by artificial judgment of attending a banquet.
2. a kind of financial service according to claim 1 phone automatic outer call system, it is characterised in that: the business pipe Reason module includes outgoing call project management module, customer name menu manager module, system management module, management module of attending a banquet, state prison Control module, Tonghua management module and line module.
3. a kind of financial service according to claim 2 phone automatic outer call system, it is characterised in that: the outgoing call item Mesh management module includes project task preview, project information management and item types maintenance;Customer name menu manager module includes name Single batch management, list import, list distribution, list recycles and blacklist management;System management module includes that system parameter is set It sets, dialing pattern management and queue configuration;Management module of attending a banquet includes seating stand maintenance and a group management of attending a banquet;Condition monitoring mould Block includes system status monitoring, attend a banquet condition monitoring and talking state monitoring;Tonghua management module include message registration inquiry and Calling record management;Line module includes user information maintenance, Role Management and user authority setting.
4. a kind of financial service according to claim 1 phone automatic outer call system, it is characterised in that: the words of attending a banquet Business module is the operating system of operating software automatic dialing phone of attending a banquet, and the function of the operating system includes logging in team, call center Column, click to dial keep call, transfer call and Three-Way Calling.
5. a kind of financial service according to claim 1 phone automatic outer call system, it is characterised in that: the database For the basis of system development, database is for improving system development efficiency, runnability and Function Extension and to calling result It is saved and is recorded.
6. a kind of financial service according to claim 1 phone automatic outer call system, it is characterised in that: the calling knot Fruit categorization module by call state it is for statistical analysis be divided into access failure and have been turned on two classes, loss call state is Unresponsive, busy tone, spacing, on-hook, shutdown and shutdown.
7. a kind of financial service according to claim 6 phone automatic outer call system, it is characterised in that: the calling shape State statistical analysis uses signaling test method or speech recognition technology.
CN201910488161.2A 2019-06-05 2019-06-05 A kind of financial service phone automatic outer call system Pending CN110266898A (en)

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Cited By (5)

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CN111064851A (en) * 2019-12-03 2020-04-24 成都铂锡金融信息技术有限公司 Communication processing method and device for agent terminal
CN111246031A (en) * 2020-02-27 2020-06-05 大连即时智能科技有限公司 Man-machine cooperative telephone customer service method and system
CN111901429A (en) * 2020-07-30 2020-11-06 成都路行通信息技术有限公司 Automobile and cross-electronic-fence alarm classification processing system based on intelligent outbound
CN112509575A (en) * 2020-11-26 2021-03-16 上海济邦投资咨询有限公司 Financial consultation intelligent guiding system based on big data
CN113905137A (en) * 2021-11-11 2022-01-07 北京沃东天骏信息技术有限公司 Call method and device, and storage medium

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Application publication date: 20190920