CN112559921A - Method, system and storage medium for realizing bank information visualization - Google Patents
Method, system and storage medium for realizing bank information visualization Download PDFInfo
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- CN112559921A CN112559921A CN202011408166.9A CN202011408166A CN112559921A CN 112559921 A CN112559921 A CN 112559921A CN 202011408166 A CN202011408166 A CN 202011408166A CN 112559921 A CN112559921 A CN 112559921A
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- 238000012800 visualization Methods 0.000 title claims abstract description 23
- 238000000034 method Methods 0.000 title claims abstract description 21
- 230000000694 effects Effects 0.000 claims abstract description 32
- 230000000007 visual effect Effects 0.000 claims abstract description 6
- 238000003384 imaging method Methods 0.000 claims abstract description 5
- 238000013079 data visualisation Methods 0.000 claims description 11
- 238000004458 analytical method Methods 0.000 claims description 9
- 238000012795 verification Methods 0.000 claims description 5
- 230000035515 penetration Effects 0.000 claims description 3
- 238000004590 computer program Methods 0.000 claims description 2
- 238000010586 diagram Methods 0.000 description 3
- 238000004891 communication Methods 0.000 description 2
- 238000005516 engineering process Methods 0.000 description 2
- 230000002452 interceptive effect Effects 0.000 description 2
- 238000005065 mining Methods 0.000 description 2
- 238000012545 processing Methods 0.000 description 2
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/957—Browsing optimisation, e.g. caching or content distillation
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/955—Retrieval from the web using information identifiers, e.g. uniform resource locators [URL]
- G06F16/9566—URL specific, e.g. using aliases, detecting broken or misspelled links
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/02—Banking, e.g. interest calculation or account maintenance
Abstract
The invention provides a bank information visualization realization method, a system and a storage medium, which analyze a bank marketing activity in advance to obtain a marketing activity index, and analyze customer group index information to obtain customer group index information; assembling the obtained marketing activity indexes and the customer group index information according to a preset format, reading the assembled data by ECharts, and imaging according to the read data; and sending TextCard information to the enterprise WeChat according to the subscription configuration of the user, wherein the TextCard information at least comprises a url address, and the url address points to a visualization H5 page correspondingly generated by the data pointed by the subscription configuration of the user. The influence of the bank marketing activities on the customer group index information is analyzed in a visual mode in a perspective mode, so that the marketing strategy and the customer group management mode are adjusted; the decision maker can conveniently acquire information at any time and any place, and an iterative marketing strategy and a guest group management mode are optimized; the safety of bank operation data and customer data is guaranteed.
Description
Technical Field
The invention relates to the field of computer network application, in particular to a method, a system and a storage medium for realizing bank information visualization.
Background
EChats, abbreviated from Enterprise Charts, business-level data charts, a pure Javascript chart library, can smoothly run on PCs and mobile devices, is compatible with most current browsers (IE6/7/8/9/10/11, chrome, firefox, Safari and the like), relies on a lightweight Canvas class library ZRender at the bottom layer, and provides visual, vivid and interactive highly personalized and customized data visualization charts. The innovative features of dragging recalculation, data view, value range roaming and the like greatly enhance the user experience and endow the user with the capability of mining and integrating data. The method supports 12 types of charts such as a broken line chart (area chart), a bar chart (bar chart), a scatter chart (bubble chart), a K line chart, a pie chart (ring chart), a radar chart (filled radar chart), a chord chart, a force guidance layout chart, a map, a dashboard, a funnel chart, an event river chart and the like, provides titles, detail bubbles, legends, value ranges, data areas, a time axis, toolboxes and other 7 interactive components, and supports linkage and mixed display of multiple charts and components.
1. The enterprise WeChat is an enterprise communication and office tool created by Tencent WeChat team, has communication experience consistent with WeChat, abundant OA application and capability of connecting the ecology of the WeChat, and can help enterprises to connect the interior, connect ecological partners and connect consumers. Professional collaboration, security management, people-as-a-service. At present, enterprise WeChat covers more than 50 industries such as retail, education, finance, manufacturing industry, Internet, medical treatment and the like, and intelligent solutions are continuously output to various industries.
2. With the continuous evolution of the population structure and the allocation of social wealth, the consumption demand, the living style and the consumption behavior of people are changed in a covering manner. Meanwhile, data surrounding the client becomes very complicated, the client group portrait is infinitely subdivided and labeled, the required user portrait dimension is increased, and the operation rule is more and more refined. The bank begins to actively embrace the strength of big data, utilizes big data technology to solve the problem of guest group management pain, more accurately and effectively identifies guest groups, combines with guest group financial consumption characteristics, provides products and services suitable for different guest groups, and implements a new guest group management mode. Such as personalized marketing campaigns that may be established for different customer groups.
In the process of establishing a customer group, establishing a marketing activity, activity index and customer group index tracking (data change), adjusting a marketing strategy and a customer group management strategy according to the change, the following problems exist:
(1) the index information of the bank marketing activities and the index information of the customer groups are displayed in a report form, so that the change rule of the information and the influence relation existing between the information are difficult to visually reveal;
(2) the index information of the bank marketing activities and the index information of the customer groups are displayed in the internal network of the bank system, and a decision maker cannot check the information at any time and any place, so that the marketing decision cannot be adjusted more quickly.
Disclosure of Invention
The technical problem to be solved by the invention is how to display various index information of bank operation activities in terminals such as mobile phones and the like in a visual mode.
The invention provides a bank information visualization realizing method for solving the problems, which is characterized in that a bank marketing activity is analyzed in advance to obtain a marketing activity index, and meanwhile, customer group index information is analyzed to obtain customer group index information; assembling the obtained marketing activity indexes and the customer group index information according to a preset format, reading the assembled data by ECharts, and imaging according to the read data; and sending TextCard information to the enterprise according to the subscription configuration of the user, wherein the TextCard information at least comprises a url address, and the url address points to a visualization H5 page correspondingly generated by the data pointed by the subscription configuration of the user.
The method for realizing bank information visualization is characterized by further comprising a verification operation, a code parameter is attached to a text card TextCard callback H5 page, an in-line enterprise WeChat interface is called by using the code parameter to acquire employee information, the employee information is compared with the employee information attached to subscription information, and the data visualization operation can be carried out only after the employee information is successfully verified.
The bank information visualization implementation method is characterized in that the marketing activity indexes comprise a penetration characteristic, a coupon purchasing characteristic and a user access characteristic.
The method for realizing bank information visualization is characterized in that the customer group index information comprises a class I or II customer characteristic, an insurance product characteristic, a fund product characteristic, a loan product characteristic, a deposit product characteristic, a national debt product characteristic, a third party deposit management product characteristic and/or a credit card transaction characteristic.
The method for realizing the bank information visualization is characterized in that the visualization comprises a dynamic flow chart, a thermodynamic diagram, a pie chart, a bar chart or a line chart.
A bank information visualization implementation system is characterized by comprising:
the bank marketing activity index analysis module is used for analyzing the bank marketing activity to obtain marketing activity indexes; the guest group index information analysis module is used for analyzing the guest group index information to obtain guest group index information;
the data visualization module is used for assembling the acquired marketing activity indexes and the customer group index information according to a preset format, reading the assembled data by EChats, imaging according to the read data and setting the assembled data in an H5 page;
the index information subscription module is used for realizing configuration operation of a subscriber;
the subscription information sending module is used for sending TextCard information to an enterprise according to the subscription configuration of a user, wherein the TextCard information at least comprises a url address, and the url address points to a visual H5 page correspondingly generated by data pointed by the user subscription configuration;
and the employee information checking module is used for calling back the code parameter attached to the H5 page by the TextCard, calling the inline enterprise WeChat interface by using the code parameter to acquire employee information, comparing the employee information with the employee information attached to the subscription information, checking the employee information, and entering data visualization operation only after the verification is successful.
A computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program, which, when executed by a processor, causes the processor to execute the implementation method of the bank information visualization.
The implementation of the invention has the following beneficial effects: the influence of the bank marketing activities on the customer group index information is analyzed in a visual mode in a perspective mode, so that the marketing strategy and the customer group management mode are adjusted; the decision maker can conveniently acquire information at any time and any place, and an iterative marketing strategy and a guest group management mode are optimized in time; the safety of bank operation data and customer data is guaranteed; the bank marketing activities dynamically display the index information data of the customer group, and have good mining capability and interactivity.
Drawings
Fig. 1 is a processing flow diagram of an implementation method of bank information visualization.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Fig. 1 is a processing flow chart of a bank information visualization implementation method, and an implementation system of bank marketing activity and customer group index information visualization based on ECharts and enterprise WeChat comprises:
1. and the bank marketing activity index analysis module is used for analyzing the activity product penetration characteristics, the coupon purchasing characteristics and the user access characteristics and storing analysis results. Taking the user access characteristics as an example, recording PV and UV values accessed by the system through a point-burying technology, and analyzing and sorting the PV and UV values to obtain the user access characteristics such as access times, number of visitors, new registration number, new authentication number and the like;
2. the customer group index information analysis module is used for analyzing AUM characteristics, first and second family characteristics, insurance product characteristics, fund product characteristics, loan product characteristics, deposit product characteristics, national debt product characteristics, third party deposit management product characteristics, credit card transaction characteristics and the like, and storing analysis results;
3. a data visualization module: and assembling the bank marketing activity indexes and the customer group index information stored in the background into a format which is convenient for EChats to receive, drawing a dynamic flow chart, a thermodynamic diagram, a pie chart, a bar chart and a line chart through the EChats to visualize the analysis result, and placing the EChats options into an H5 page. Taking the example of visualizing the guest group index information, the pseudo code is shown as follows:
a. the front end requests to acquire an index information interface, and request parameters comprise subscription information numbers;
b. reading an index information list related to the subscription from a database server;
c. traversal index information list
c-1, putting the index number, the index name, the index unit and the guest group name into trckInfo _ jo (JSONObject);
c-2, acquiring an index trend information list from the database server according to the index ID, the guest group ID and the guest group type;
c-3 traversing index trend information list
c-3-1, extracting index value trend information;
c-3-2, extracting index date trend information;
}
c-4, putting the index value trend information into the trkInfo _ jo;
c-5, putting the index date trend information into the trkInfo _ jo;
c-6, putting the trckInfo _ jo into trckInfoList _ jo (JSONArray);
}
d. returning the trckInfoList _ jo to the front end, and setting the index name, the index unit, the guest group name, the index value trend information and the index date trend information stored in the trckInfoList _ jo to Legend, x-axis, y-axis and series data of an ECharts graph according to the requirements of the ECharts API, thereby finishing data visualization;
4. the index information subscription module: the method is used for configuring the incidence relation of the subscriber and the indicator information concerned by the subscriber, and comprises the following steps: a. selecting an attention passenger group; b. selecting attention index information; c. selecting a subscriber; d. the subscription information is stored in a database server.
5. A subscription information sending module: setting a timing program, and sending TextCard information to the enterprise WeChat according to subscription configuration, wherein url carried by the TextCard information points to an H5 page generated by a loading data visualization module;
6. staff information check module: and (3) accompanying a code parameter on the TextCard callback H5 page, calling an in-line enterprise WeChat interface by using the code parameter to acquire employee information, comparing the employee information with the employee information in the subscription information, checking the employee information, and entering a data visualization module only after the information is checked successfully. Through the module, the data security of the index information of the bank marketing activities and the index information of the customer groups is guaranteed, and information cannot be sent to non-subscribers in a link forwarding mode.
In summary, the above embodiments are merely illustrative of the principles and effects of the present invention, and are not intended to limit the present invention. Any person skilled in the art can modify or change the above-mentioned embodiments without departing from the spirit and scope of the present invention. Accordingly, it is intended that all equivalent modifications or changes which can be made by those skilled in the art without departing from the spirit and technical spirit of the present invention be covered by the claims of the present invention.
Claims (7)
1. A bank information visualization realization method is characterized in that a bank marketing activity is analyzed in advance to obtain marketing activity indexes, and meanwhile guest group index information is analyzed to obtain guest group index information; assembling the obtained marketing activity indexes and the customer group index information according to a preset format, reading the assembled data by ECharts, and imaging according to the read data; and sending TextCard information to the enterprise according to the subscription configuration of the user, wherein the TextCard information at least comprises a url address, and the url address points to a visualization H5 page correspondingly generated by the data pointed by the subscription configuration of the user.
2. The method for realizing bank information visualization as claimed in claim 1, further comprising a verification operation, wherein a code parameter is attached to a page of the TextCard callback H5, the code parameter is used to call an inline enterprise WeChat interface to acquire employee information, the employee information is compared with the employee information attached to the subscription information, and the data visualization operation can be performed only if the verification is successful.
3. The method for visualizing the bank information as in claim 1, wherein the marketing campaign metrics comprise penetration characteristics, coupon purchase characteristics and user access characteristics.
4. The method for implementing the visualization of the bank information as claimed in claim 1, wherein the index information of the customer group includes characteristics of a class II customer, characteristics of an insurance product, characteristics of a fund product, characteristics of a loan product, characteristics of a deposit product, characteristics of a debt product, characteristics of a third party deposit management product and/or characteristics of a credit card transaction.
5. The method for visualizing the bank information as recited in claim 1, wherein the graphical representation comprises a dynamic flow chart, a thermodynamic chart, a pie chart, a bar chart or a line chart.
6. A bank information visualization implementation system is characterized by comprising:
the bank marketing activity index analysis module is used for analyzing the bank marketing activity to obtain marketing activity indexes; the guest group index information analysis module is used for analyzing the guest group index information to obtain guest group index information;
the data visualization module is used for assembling the acquired marketing activity indexes and the customer group index information according to a preset format, reading the assembled data by EChats, imaging according to the read data and setting the assembled data in an H5 page;
the index information subscription module is used for realizing configuration operation of a subscriber;
the subscription information sending module is used for sending TextCard information to an enterprise according to the subscription configuration of a user, wherein the TextCard information at least comprises a url address, and the url address points to a visual H5 page correspondingly generated by data pointed by the user subscription configuration;
and the employee information checking module is used for calling back the code parameter attached to the H5 page by the TextCard, calling the inline enterprise WeChat interface by using the code parameter to acquire employee information, comparing the employee information with the employee information attached to the subscription information, checking the employee information, and entering data visualization operation only after the verification is successful.
7. A computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program which, when executed by a processor, causes the processor to execute an implementation method of the bank information visualization according to any one of claims 1 to 5.
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Cited By (1)
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| CN113051543A (en) * | 2021-04-01 | 2021-06-29 | 郭洪铜 | Cloud service security verification method and cloud service system in big data environment |
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