CN112488849A - Method and device for allocating salesman to orphan customer and electronic equipment - Google Patents

Method and device for allocating salesman to orphan customer and electronic equipment Download PDF

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CN112488849A
CN112488849A CN202011299074.1A CN202011299074A CN112488849A CN 112488849 A CN112488849 A CN 112488849A CN 202011299074 A CN202011299074 A CN 202011299074A CN 112488849 A CN112488849 A CN 112488849A
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orphan
customer
business
service
type
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蔡凤娟
张波
张宝亮
白英伟
李玲玲
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China Life Insurance Co Ltd China
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China Life Insurance Co Ltd China
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    • 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
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    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311Scheduling, planning or task assignment for a person or group

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Abstract

One or more embodiments of the specification provide a method, a device and electronic equipment for allocating a salesman to an orphan customer. The method comprises the following steps: acquiring information of a plurality of orphan lists from a core service system to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists; for each solitary customer, acquiring at least one service label associated with the solitary customer from a service big data platform based on the information of the solitary customer, and determining the customer type of the solitary customer based on one or more of the at least one service label and a preset classification rule; a predetermined type of clerk is assigned to the plurality of orphan customers based on their customer type. According to the invention, appropriate business personnel are rapidly and timely distributed to the solitary customer according to the business attribute of the solitary customer, the distribution efficiency is improved, the reasonable distribution of the insurance solitary is realized, the human resources and the business resources are saved, and the maintenance of the customer and the development of the business are facilitated.

Description

Method and device for allocating salesman to orphan customer and electronic equipment
Technical Field
One or more embodiments of the present specification relate to the field of data processing technology, and in particular, to a method, an apparatus, and an electronic device for allocating a salesman to an orphan customer.
Background
In each industry, due to the deputy of business personnel, a large number of business orphans can be generated, and if the business orphans are not redistributed, loss of customers can be caused. At present, the traditional service orphan allocation usually adopts the manual allocation of special staff, the allocation efficiency is low, and the situation that the clients are influenced to follow and then the clients are not continued due to untimely allocation easily occurs, so that the loss of the clients is caused. In addition, manual allocation has certain subjectivity and lacks a specific order-dividing rule, and for inexperienced professionals, the manual random allocation is usually performed, so that the allocation efficiency is low, and orphan customers cannot be allocated to proper business personnel, thereby causing waste of human resources and business resources.
Disclosure of Invention
In view of the above, an object of one or more embodiments of the present disclosure is to provide a method, an apparatus, an electronic device and a storage medium for allocating a staff member to an orphan customer, so as to solve at least one of the problems of low allocation efficiency of the orphan customer, incapability of allocating to a proper staff member, and waste of human resources and business resources.
In view of the above, one or more embodiments of the present specification provide (omitted herein as in the claims, to be supplemented after finalization)
As can be seen from the foregoing, according to the method, the apparatus, the electronic device, and the readable storage medium for allocating service personnel to an orphan customer, provided in one or more embodiments of the present disclosure, appropriate service personnel are allocated to the orphan customer quickly and timely according to service attributes of the orphan customer, so that allocation efficiency is improved, reasonable allocation of an insurance orphan is achieved, human resources and service resources are saved, and maintenance of the customer and development of services are facilitated.
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In order to more clearly illustrate one or more embodiments or prior art solutions of the present specification, the drawings that are needed in the description of the embodiments or prior art will be briefly described below, and it is obvious that the drawings in the following description are only one or more embodiments of the present specification, and that other drawings may be obtained by those skilled in the art without inventive effort from these drawings.
FIG. 1 is a schematic flow chart diagram of a method for assigning a clerk to an orphan customer in accordance with an embodiment of the invention. (ii) a
FIG. 2 is an example of classifying orphan customers according to an embodiment of the present invention;
FIG. 3 is an example of assigning a clerk to an orphan customer, according to an embodiment of the invention;
FIG. 4 is a schematic block diagram of an apparatus for assigning a clerk to an orphan customer in accordance with an embodiment of the present invention;
fig. 5 is a more specific hardware structure diagram of the electronic device according to the embodiment.
Detailed Description
For the purpose of promoting a better understanding of the objects, aspects and advantages of the present disclosure, reference is made to the following detailed description taken in conjunction with the accompanying drawings.
It is to be noted that unless otherwise defined, technical or scientific terms used in one or more embodiments of the present specification should have the ordinary meaning as understood by those of ordinary skill in the art to which this disclosure belongs. The use of "first," "second," and similar terms in one or more embodiments of the specification is not intended to indicate any order, quantity, or importance, but rather is used to distinguish one element from another. The word "comprising" or "comprises", and the like, means that the element or item listed before the word covers the element or item listed after the word and its equivalents, but does not exclude other elements or items. The terms "connected" or "coupled" and the like are not restricted to physical or mechanical connections, but may include electrical connections, whether direct or indirect. "upper", "lower", "left", "right", and the like are used merely to indicate relative positional relationships, and when the absolute position of the object being described is changed, the relative positional relationships may also be changed accordingly.
In various industries, a great deal of business orphans may be generated due to the deputy of business personnel. As in the insurance industry, a policy called an insurance orphan is left unattended due to a salesperson's job leaving or applying for transfer service. The insurance applicant of the insurance lonely is called the lonely customer, and these lonely customers have become the customer resource of insurance company, so the lonely customer can not have no reason, need to redistribute the business personnel for its service, realize the reallocation of lonely customer. Currently, the related distribution modes of the insurance orphan mainly comprise bundled sales, manual distribution, non-pure customers and regional management. The bound sale refers to another insurance policy which is sold in combination with the insurance orphan and has services of the incumbent business personnel, the non-pure client refers to the client who has other incumbent business personnel to serve the insurance policy, and the regional management refers to searching for the responsible person of the district where the address is located or is closest to the address of the client. However, the existing insurance loneliness related distribution mode has a single distribution flow and low distribution efficiency, and lacks data analysis on the loneliness clients, so that the loneliness clients cannot be subjected to targeted service, thereby causing waste of human resources and being not beneficial to maintenance of the whole client resources.
Based on the above consideration, the embodiment of the invention provides a method for allocating a salesman to an orphan customer. Referring to fig. 1, fig. 1 shows a schematic flow chart of a method for assigning a clerk to an orphan customer according to an embodiment of the invention. As shown in fig. 1, an orphan customer is assigned a clerk 1, which includes:
step S1-1, obtaining information of a plurality of orphan lists from a core service system to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists;
step S1-2, for each solitary customer, acquiring at least one business label associated with the solitary customer from a business big data platform based on the information of the solitary customer, and determining the customer type of the solitary customer based on one or more of the at least one business label and a preset classification rule;
and step S1-3, distributing a predetermined type of staff to the plurality of orphan clients based on the client types of the orphan clients.
Each orphan has a plurality of service labels associated with service attributes thereof, all orphan clients corresponding to the orphan can be classified based on part or all of the service labels, each client can correspond to respective preset classification rules, each client is matched with service personnel meeting corresponding preset types, and then each orphan client is respectively distributed with the service personnel matched with the client, so that the proper service personnel are distributed to the orphan clients, and the distribution efficiency is improved; and based on the service attribute analysis of the orphan, the potential requirements of the customers are reflected, the customers are classified according to the potential requirements, the customers in the same category are matched with service personnel meeting the corresponding preset conditions, the reasonable distribution of the orphan customers is realized, the human resources and the service resources are saved, and the maintenance of the customers and the development of the service are facilitated. The method is suitable for being widely applied to any occasion of distributing business personnel to the orphan clients of the orphan.
According to the embodiment of the present invention, in step S1-1, information of a plurality of orphan lists is acquired from a core service system to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists.
Specifically, the information of the orphan is already recorded in the core business system at the time of purchase of the orphan, and the information (such as the basic detail data) related to the orphan is stored in the database. When the information of the orphan client of the orphan needs to be acquired, the information can be directly acquired from the core service system.
According to the embodiment of the present invention, the method 1 may further include: labeling at least one business label of the insurance orphan. Further, the label may be a manual label, or may be a non-manual automatic label, or may be a combination of the two.
Specifically, when relevant business personnel leave the work, can carry out artifical mark or automatic mark to this orphan's business label according to actual conditions, and before the orphan was redistributed, the business label probably changes along with the lapse of time, so, can be in real time or regularly automatic update and mark to the business label that produces the change this moment, the process of artifical mark has been saved, thereby when saving the cost and raising the efficiency, avoid the basic data of orphan inaccurate, guarantee the reasonable accurate distribution of the orphan customer of later stage orphan to the business personnel of matching. Alternatively, the service label of the orphan can be updated periodically by manual labeling to ensure the accuracy of data, such as some service labels that cannot be labeled automatically.
In some embodiments, at least one business tag of the orphan may be stored in association with corresponding insurance orphan basis detail data. For example, at least one service tag and the underlying detail data of the same orphan may have the same ID number. When the operator needs to obtain the related information of the orphan, at least one service label and basic detail data of the orphan can be obtained directly based on the ID number.
In some embodiments, the ID number may be a single number for an orphan, a customer's license number, a customer's telephone number, or other number that may distinguish between different business tickets, and so forth.
According to the embodiment of the present invention, in step S1-2, determining the customer type of the orphan customer based on one or more of the at least one service tag and a preset classification rule includes:
selecting one or more of the at least one business label as a category label;
if at least one of the classification labels meets the preset classification rule, determining the orphan customer as a first class customer;
and if the classification labels do not accord with the preset classification rule, determining the orphan customer as a second type customer.
Optionally, the service big data platform periodically extracts service data from the core service system, and calculates the service tag associated with each customer based on the service data.
Optionally, the preset classification rule includes at least one of the following: the all long-term business orders of the orphan customer are permanently invalid, the all payment time of the long-term business orders of the orphan customer is under the duty business personnel, the all payment remaining time of the long-term business orders of the orphan customer is less than a first time threshold, the all next payment remaining time of the long-term business orders of the orphan customer is less than a second time threshold, the maximum single-piece amount in the long-term business orders of the orphan customer is less than a first numerical threshold, the related under-duty business personnel exist in the orphan customer, the business orders of the orphan customer are short-term business orders, and the maximum single-piece amount in the short-term business orders is less than a second numerical threshold.
For example, in an actual insurance business, through the business statistical analysis of the policy, the potential requirements of the custom, the intention and the like can be reflected by some business data. Therefore, customers of similar insurance policies with the same service data may have the same or close potential requirements, the customers of the insurance policies are classified according to the service labels associated with the service data, the customers with the same or close potential requirements can be classified into the same class of customers, and the same class of customers is uniformly distributed.
In some embodiments, the preset classification rule may include at least one of: whether all the long insurance policies associated with the insurance orphan are permanently invalid, whether the insurance orphan is a self-purchase policy of the business personnel in position, whether the payment time of the long insurance policies associated with the insurance orphan is all smaller than a first time threshold, whether the residual time of the next payment of the long insurance policies associated with the insurance orphan is all smaller than a second time threshold, whether the maximum single-piece insurance fee in the long insurance policies associated with the insurance orphan is smaller than a first insurance fee threshold, whether the business personnel in position associated with the insurance orphan exists, whether the policies associated with the insurance orphan are short-line policies and the maximum insurance fee in the short-line policies is smaller than a second insurance policy threshold.
In some embodiments, the long-risk policy associated with the insurance orphan may include all of the long-risk policies under the customer name of the insurance orphan.
In some embodiments, whether the insurance orphan is a self-purchase policy of an incumbent business person includes the applicant or applicant being an incumbent business person of an insurance company.
In some embodiments, the first time threshold may be 2 years.
In some embodiments, the second time threshold may be 2 months.
In some embodiments, the first premium threshold may be 1500 dollars.
In some embodiments, the incumbent business personnel associated with the insurance orphan includes that there are additional policies for the customer of the insurance orphan, and the business personnel responsible for at least one of the additional policies belong to the incumbent business personnel.
In some embodiments, the second premium threshold may be 100 dollars.
It should be appreciated that the business attribute can be a custom attribute, can be set according to requirements, and can set more business attributes to enrich and refine the business label, so as to further reflect the potential requirements of the customer better. It should be noted that, the first time threshold, the second time threshold, the first premium threshold, and the second premium threshold may be set as needed, and are not limited herein.
Optionally, the service tag may represent a tag of a service attribute, and at least one service tag corresponds to parameter values of a plurality of service attributes respectively.
In the above embodiment, "1" may be used to indicate yes, and "0" may be used to indicate no. For example, if the service label corresponding to whether or not all the long-risk policies associated with the insurance orphan are permanently disabled is 1, it means that all the long-risk policies associated with the insurance orphan are permanently disabled, whereas if one of the long-risk policies associated with the insurance orphan is not permanently disabled, the corresponding service label is "0". The parameter values of other service attributes can also adopt "1" to indicate yes, and "0" to indicate no.
Specifically, since the service tag of each insurance orphan is already stored in the database, the operator may trigger a corresponding event (e.g., click on an area or a key for generating the insurance orphan), and then send a generation signal to the processor of the system, and the processor receives the generation signal and extracts all the insurance orphans from the database, each insurance orphan has at least one service tag, so that the processor acquires all the insurance orphans and at least one service tag thereof.
In some embodiments, the method further comprises: and inquiring the basic detail data of each orphan and the corresponding at least one business label. Further, the method further comprises: displaying the base detail data for each orphan.
The classification label may be selected from at least one service label as needed, or all service labels may be used as a standard for classifying policy-preserving clients, which is not limited herein. Likewise, the preset classification rules can be selected according to actual conditions. In addition, it should be noted that, in the above embodiment, only the orphan clients of the orphan are classified into two types of clients for illustration, which is not intended to limit the method for allocating the salesman to the orphan clients in the embodiment of the present application.
Therefore, as can be seen from the foregoing, the service tag may be a custom tag associated with the service data of the orphan, the classification tag selected as the customer classification standard and the corresponding preset classification rule thereof may be set as needed, the classification and number of the orphan customers of the orphan may also be set, and each link may be set as needed in the process, so as to provide a more flexible matching manner for the distributor, and is not limited to a single matching process, thereby improving the distribution efficiency and optimizing the distribution result.
Optionally, the method may further include: and inquiring the information of the orphan customer and/or the information of the orphan customer corresponding to the customer type according to the customer type. Further, the orphan customer's information includes the orphan customer's orphan and/or information (e.g., underlying detail data) for the orphan customer.
In some embodiments, information of the first type of customer and/or the second type of customer is queried. Further, the information includes an orphan with at least one service tag belonging to the first category of customers/the second category of customers and its underlying detail data.
In some embodiments, referring to fig. 2, fig. 2 illustrates an example of classifying orphan customers in accordance with an embodiment of the present invention. As shown in fig. 2, taking insurance as an example for explanation, the method may specifically include:
in step 2-1, acquiring the basic detail data of all policy in real time, including: extracting the basic detail data of the policy from the core service system and storing the basic detail data into the same policy detail table of HBASE;
in step 2-2, according to business statistical analysis, a business big data platform sets 7 business scene data for the clients of the insurance orphan, and determines 7 business labels (yes or no) corresponding to the 7 business scenes of all the orphan clients by calling a program at regular time or calculation; wherein, the 7 service scenarios include: 1. a long-risk permanently dead customer is named; 2. self-purchase insurance policy of the current staff; 3. users with the long insurance policy payment period less than 2 years are famous; 4. the client is famous for the long insurance distance and the next payment time is less than 2 months; 5. the method comprises the following steps of (1) naming a customer with a maximum long-risk single piece premium of less than 1500 Yuan; 6. a client under the name of a belonging policy service specialist and having an available collector; 7. a pure short line customer and a maximum single piece premium of less than 100 dollars;
in step 2-3, saving a plurality of label parameters of each insurance orphan;
in step 2-4, the current platform triggers the operation generated by the orphan, the system receives the extraction instruction, and immediately acquires the details of the orphan policy and the corresponding customer information from the core policy system and stores the details;
in step 2-5, carrying out customer classification on all the loneline customers of the insurance loneline, wherein each type of the loneline customers also has a unique category ID number;
the processor requests 7 service labels of the insurance solitary through the interface message, and the data platform responds to the request and returns corresponding each customer ID number and 7 service labels thereof;
in step 2-6, one or more label parameters in 7 service labels can be selected as classification labels based on the foreground, a query button or an icon area is clicked, the processor determines that the clients meeting the preset classification rules are queried according to the classification labels, if the clients meeting the preset classification rules of the orphan clients of the insurance orphan are first class clients (can be high-quality clients), namely, if all the service labels of the classification labels are negative (or '0'); the rest is a second type of customer (which can be a common user), namely, if at least one classification label exists as yes (or '1'), the customers of the insurance orphan are the second type of customers;
in steps 2-7, the results of the query are displayed, which may include the insurance orphans and their underlying detail data in the first type of customer and/or the second type of customer, respectively.
According to the embodiment of the invention, in step S1-3, a predetermined type of staff is allocated to the plurality of orphan clients based on the client type of the orphan clients.
Specifically, the business person type is screened for matching based on the customer type of each orphan customer. Since business personnel have different conditions, for example, some business personnel are suitable for the first type of customers, and some business personnel are suitable for the second type of customers, the states, the intentions, the business capabilities and the like of the business personnel can be reflected according to the attribute parameters of the business personnel, so that the business personnel matched with the business personnel can be distributed to each type of customers.
Optionally, the preset types of the salesmen corresponding to each of the types are different. Further, the preset type difference may include: the business attributes of the business personnel are different.
In some embodiments, the different service attributes include at least one of: different attendance rates, different job levels, different time of job entries, whether on the blacklist.
Whether the business person is in the blacklist or not indicates whether the business person is listed in the blacklist, and if so, an insurance solitary cannot be allocated to the business person.
In some embodiments, the business attributes of the first type of business member include: the attendance rate is smaller than the attendance rate threshold, the position level is smaller than the position level threshold, and the attendance time is smaller than the attendance time threshold;
the service attributes of the second class of service personnel comprise: the attendance rate is greater than or equal to the attendance threshold, the job level is greater than or equal to the job level threshold, and the time of job entry is greater than or equal to the time of job entry threshold.
It should be understood that the attendance parameter threshold, job level threshold, and time to enter into a job threshold may all be set as desired, and are not limited herein.
In some embodiments, the job level may include an exhibition person or a policy service professional. Wherein, the level of the exhibition staff is higher than that of the policy service staff. Further, the job level threshold may include a collector.
According to the embodiment of the present invention, in step S1-3, allocating a predetermined type of staff member to the plurality of orphan clients may further include: one of an even assignment, a random assignment, a sequential assignment, or a manual assignment.
In some embodiments, after matching between the orphan customer and the service personnel is completed, the allocation of the orphan customer can be performed after manual online review. If the matching relation which needs to be adjusted is found, manual adjustment can be carried out, and thus the reasonability of the allocation of the orphan customers can be further ensured.
In some embodiments, referring to FIG. 3, FIG. 3 illustrates an example of assigning a clerk to an orphan customer, according to an embodiment of the invention. For further explanation with reference to fig. 2 and 3, after classifying the clients of the insurance orphan, the clients are classified as first type clients: a common orphan customer; and a second type of client: a high-quality orphan customer; then, in step 3-1, the matching between the insurance orphan and the business personnel can be triggered on the page of the foreground, such as clicking an automatic matching button or icon; in step 3-2 and step 3-5, the service personnel of the predetermined type can be obtained based on the service attributes of the service personnel, specifically, the first type of service personnel comprises that the attendance rate (i.e. the attendance parameter) is less than 70%, the job level (i.e. the job level parameter) is a policy service specialist, and the job time (i.e. the job time parameter) is less than 3 years; the second category of business personnel includes a attendance rate (i.e., an attendance parameter) of greater than or equal to 70%, a job level (i.e., a job level parameter) of greater than or equal to the exhibitor, and an attendance time (i.e., an attendance time parameter) of greater than or equal to 3 years.
In the step 3-3 and the step 3-6, the first class of customers to be distributed, namely high-quality solitary customers, are averagely matched with the first class of service personnel, and the second class of customers, namely common solitary customers, are averagely matched with the second class of service personnel;
displaying the first type of customers and the first type of business personnel corresponding to the first type of customers, and/or displaying the second type of customers and the second type of business personnel corresponding to the second type of customers;
in the step 3-4 and the step 3-7, the auditor can adjust the matching relationship between the orphan client and the service personnel if necessary by performing online audit on the display content, and after the audit is passed, the allocation of the insurance orphan is executed.
Therefore, according to the method for distributing the salesman to the solitary customer, provided by the embodiment of the invention, the high-quality customer can be screened out at one time by calculating at least one parameter label of the solitary customer based on the service data, and is respectively recommended and distributed to the contracting and expanding personnel meeting the conditions, so that the current situation that the high-quality customer is analyzed and screened off offline and is distributed for the second time through manual adjustment before the system is online is changed, and the workload of solitary adjustment is reduced. Meanwhile, high-quality clients in the orphan clients can be accurately identified, more services can be focused on the high-value clients, the willingness of a collector to maintain the orphan clients is increased, the mining strength of the orphan clients is further increased, the utilization rate and the secondary development rate of the clients are improved, and old client resources are consolidated. Meanwhile, a batch distribution mode which can distribute a plurality of clients at one time is maximized, the efficiency of solitary distribution is improved, manpower is liberated, and the distribution effectiveness is improved.
It should be noted that the method of one or more embodiments of the present disclosure may be performed by a single device, such as a computer or server. The method of the embodiment can also be applied to a distributed scene and completed by the mutual cooperation of a plurality of devices. In such a distributed scenario, one of the devices may perform only one or more steps of the method of one or more embodiments of the present disclosure, and the devices may interact with each other to complete the method.
The foregoing description has been directed to specific embodiments of this disclosure. Other embodiments are within the scope of the following claims. In some cases, the actions or steps recited in the claims may be performed in a different order than in the embodiments and still achieve desirable results. In addition, the processes depicted in the accompanying figures do not necessarily require the particular order shown, or sequential order, to achieve desirable results. In some embodiments, multitasking and parallel processing may also be possible or may be advantageous.
According to the embodiment of the invention, the invention also provides a device for matching the insurance solitary and the business personnel. Referring to fig. 4, fig. 4 shows a schematic block diagram of an apparatus for matching an insurance policy with a business person according to an embodiment of the present invention. As shown in fig. 4, the matching device 4 for insurance policy and business personnel comprises:
the acquiring module 4-1 is configured to acquire information of a plurality of orphan lists from a core service system to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists;
the classification module 4-2 is used for acquiring at least one business label associated with the orphan customer from a business big data platform based on the information of the orphan customer and determining the customer type of the orphan customer based on one or more of the at least one business label and a preset classification rule for each orphan customer;
the distribution module 4-3 is used for distributing the orphan clients of which the client types meet the preset client conditions to the preset type of the service personnel.
For convenience of description, the above devices are described as being divided into various modules by functions, and are described separately. Of course, the functionality of the modules may be implemented in the same one or more software and/or hardware implementations in implementing one or more embodiments of the present description.
It should be understood that the apparatuses in the foregoing embodiments are used to implement the corresponding methods in the foregoing embodiments, and have the advantages of the corresponding method embodiments, which are not described herein again.
Fig. 5 is a schematic diagram illustrating a more specific hardware structure of an electronic device according to this embodiment, where the electronic device may include: a processor 510, a memory 520, an input/output interface 530, a communication interface 540, and a bus 550. Wherein processor 510, memory 520, input/output interface 530, and communication interface 540 are communicatively coupled to each other within the device via bus 550.
The processor 510 may be implemented by a general-purpose CPU (Central Processing Unit), a microprocessor, an Application Specific Integrated Circuit (ASIC), or one or more Integrated circuits, and is configured to execute related programs to implement the technical solutions provided in the embodiments of the present specification.
The Memory 520 may be implemented in the form of a ROM (Read Only Memory), a RAM (Random Access Memory), a static storage device, a dynamic storage device, or the like. The memory 520 may store an operating system and other application programs, and when the technical solution provided by the embodiments of the present specification is implemented by software or firmware, the relevant program codes are stored in the memory 520 and called by the processor 510 for execution.
The input/output interface 530 is used for connecting an input/output module to realize information input and output. The i/o module may be configured as a component in a device (not shown) or may be external to the device to provide a corresponding function. The input devices may include a keyboard, a mouse, a touch screen, a microphone, various sensors, etc., and the output devices may include a display, a speaker, a vibrator, an indicator light, etc.
The communication interface 540 is used for connecting a communication module (not shown in the figure) to realize communication interaction between the device and other devices. The communication module can realize communication in a wired mode (such as USB, network cable and the like) and also can realize communication in a wireless mode (such as mobile network, WIFI, Bluetooth and the like).
Bus 550 includes a pathway to transfer information between various components of the device, such as processor 510, memory 520, input/output interface 530, and communication interface 540.
It should be noted that although the above-mentioned device only shows the processor 510, the memory 520, the input/output interface 530, the communication interface 540 and the bus 550, in a specific implementation, the device may also include other components necessary for normal operation. In addition, those skilled in the art will appreciate that the above-described apparatus may also include only those components necessary to implement the embodiments of the present description, and not necessarily all of the components shown in the figures.
There is further provided, in accordance with an embodiment of the present invention, a non-transitory computer-readable storage medium, wherein the non-transitory computer-readable storage medium stores computer instructions for causing the computer to perform at least some or all of the steps of the method according to an embodiment of the present invention.
Computer-readable media of the present embodiments, including both non-transitory and non-transitory, removable and non-removable media, may implement information storage by any method or technology. The information may be computer readable instructions, data structures, modules of a program, or other data. Examples of computer storage media include, but are not limited to, phase change memory (PRAM), Static Random Access Memory (SRAM), Dynamic Random Access Memory (DRAM), other types of Random Access Memory (RAM), Read Only Memory (ROM), Electrically Erasable Programmable Read Only Memory (EEPROM), flash memory or other memory technology, compact disc read only memory (CD-ROM), Digital Versatile Discs (DVD) or other optical storage, magnetic cassettes, magnetic tape magnetic disk storage or other magnetic storage devices, or any other non-transmission medium that can be used to store information that can be accessed by a computing device.
In summary, the method, the apparatus, the electronic device, and the readable storage medium for allocating service personnel to the orphan customer provided in one or more embodiments of the present disclosure allocate appropriate service personnel to the orphan customer in a fast and timely manner according to the service attribute of the orphan customer, so that allocation efficiency is improved, reasonable allocation of the insurance orphan is achieved, human resources and service resources are saved, and maintenance of the customer and development of the service are facilitated.
Those of ordinary skill in the art will understand that: the discussion of any embodiment above is meant to be exemplary only, and is not intended to intimate that the scope of the disclosure, including the claims, is limited to these examples; within the spirit of the present disclosure, features from the above embodiments or from different embodiments may also be combined, steps may be implemented in any order, and there are many other variations of different aspects of one or more embodiments of the present description as described above, which are not provided in detail for the sake of brevity.
In addition, well-known power/ground connections to Integrated Circuit (IC) chips and other components may or may not be shown in the provided figures, for simplicity of illustration and discussion, and so as not to obscure one or more embodiments of the disclosure. Furthermore, devices may be shown in block diagram form in order to avoid obscuring the understanding of one or more embodiments of the present description, and this also takes into account the fact that specifics with respect to implementation of such block diagram devices are highly dependent upon the platform within which the one or more embodiments of the present description are to be implemented (i.e., specifics should be well within purview of one skilled in the art). Where specific details (e.g., circuits) are set forth in order to describe example embodiments of the disclosure, it should be apparent to one skilled in the art that one or more embodiments of the disclosure can be practiced without, or with variation of, these specific details. Accordingly, the description is to be regarded as illustrative instead of restrictive.
While the present disclosure has been described in conjunction with specific embodiments thereof, many alternatives, modifications, and variations of these embodiments will be apparent to those of ordinary skill in the art in light of the foregoing description. For example, other memory architectures (e.g., dynamic ram (dram)) may use the discussed embodiments.
It is intended that the one or more embodiments of the present specification embrace all such alternatives, modifications and variations as fall within the broad scope of the appended claims. Therefore, any omissions, modifications, substitutions, improvements, and the like that may be made without departing from the spirit and principles of one or more embodiments of the present disclosure are intended to be included within the scope of the present disclosure.

Claims (10)

1. A method for assigning a clerk to an orphan customer, comprising:
acquiring information of a plurality of orphan lists from a core service system to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists;
for each orphan customer, acquiring at least one service label associated with the orphan customer from a service big data platform based on the information of the orphan customer, and determining the customer type of the orphan customer based on one or more of the at least one service label and a preset classification rule;
assigning a predetermined type of clerk to the plurality of orphan customers based on their customer type.
2. The method of claim 1, wherein the business big data platform periodically extracts business data from the core business system and calculates the business label associated with each customer based on the business data.
3. The method of claim 1, wherein determining the customer type for the orphan customer based on one or more of the at least one business label and a preset classification rule comprises:
selecting one or more of the at least one business label as a category label;
if at least one of the classification labels meets the preset classification rule, determining the orphan customer as a first class customer;
and if the classification labels do not accord with the preset classification rule, determining the orphan customer as a second type customer.
4. The method of claim 1, wherein the preset classification rule comprises at least one of the following: the all long-term business orders of the orphan customer are permanently invalid, the all payment time of the long-term business orders of the orphan customer is under the duty business personnel, the all payment remaining time of the long-term business orders of the orphan customer is less than a first time threshold, the all next payment remaining time of the long-term business orders of the orphan customer is less than a second time threshold, the maximum single-piece amount in the long-term business orders of the orphan customer is less than a first numerical threshold, the related under-duty business personnel exist in the orphan customer, the business orders of the orphan customer are short-term business orders, and the maximum single-piece amount in the short-term business orders is less than a second numerical threshold.
5. The method of claim 3, wherein assigning a predetermined type of clerk to the plurality of orphan customers based on their customer type comprises:
and allocating the first type of customers to a first type of salesman and allocating the customers to a second type of salesman, wherein the first type of salesman and the second type of salesman have different business attributes.
6. The method of claim 5, wherein the different service attributes comprise at least one of: different attendance rates, different job levels, different time of job entries, whether on the blacklist.
7. The method of claim 5, wherein the business attributes of the first class of business members comprise: the attendance rate is smaller than the attendance rate threshold, the position level is smaller than the position level threshold, and the attendance time is smaller than the attendance time threshold;
the service attributes of the second class of service personnel comprise: the attendance rate is greater than or equal to the attendance threshold, the job level is greater than or equal to the job level threshold, and the time of job entry is greater than or equal to the time of job entry threshold.
8. An apparatus for assigning a clerk to an orphan customer, comprising:
the system comprises an acquisition module, a processing module and a processing module, wherein the acquisition module is used for acquiring information of a plurality of orphan lists from a core service system so as to determine information of a plurality of orphan clients respectively associated with the plurality of orphan lists;
the classification module is used for acquiring at least one service label associated with the soliton client from a service big data platform based on the information of the soliton client for each soliton client, and determining the client type of the soliton client based on one or more of the at least one service label and a preset classification rule;
and the distribution module is used for distributing the orphan clients of which the client types meet the preset client conditions to the service personnel of the preset type.
9. An electronic device comprising a memory, a processor and a computer program stored on the memory and executable by the processor, characterized in that the processor implements the method according to any of claims 1 to 7 when executing the computer program.
10. A non-transitory computer-readable storage medium storing computer instructions which, when executed by a computer, cause the computer to perform the method of any one of claims 1 to 7.
CN202011299074.1A 2020-11-18 2020-11-18 Method and device for allocating salesman to orphan customer and electronic equipment Pending CN112488849A (en)

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