CN112668941A - Financial accounting intelligent agent service system - Google Patents
Financial accounting intelligent agent service system Download PDFInfo
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- CN112668941A CN112668941A CN202110069871.9A CN202110069871A CN112668941A CN 112668941 A CN112668941 A CN 112668941A CN 202110069871 A CN202110069871 A CN 202110069871A CN 112668941 A CN112668941 A CN 112668941A
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Abstract
The invention discloses an intelligent agent service system for financial accounting, which comprises a client collecting module, a service processing module and a service processing module, wherein the client collecting module is used for collecting the enterprise address coordinates of each client and the number of service items of each client; the image drawing module is used for setting color values on the corresponding enterprise coordinate points according to the number of the service items of each client, and the color values correspond to the set multiples of the number of the service items to obtain a client distribution diagram; the image dividing module is used for dividing the client distribution diagram into a plurality of regional distribution diagrams according to the jurisdiction of each agent; and the personnel allocation module is used for obtaining the number of the financial personnel corresponding to each agency according to the proportion of the total number of the financial personnel to the number of the personnel corresponding to each agency and allocating the financial personnel. The invention obtains the customer distribution diagram for division according to the distribution of the enterprises and the number of the service items of each customer enterprise, and obtains the proportion of the number of the personnel at each agent according to the characteristic value proportion of the distribution diagram for distribution.
Description
Technical Field
The invention relates to the field of intelligent agent service auxiliary systems, in particular to an intelligent agent service system for financial accounting.
Background
The financial accounting company is a financial agent company which is specialized in providing financial services for medium-sized and small enterprises, a large number of financial staff can be arranged in the financial accounting company, and can provide financial services for different client enterprises according to the allocation of the company, but the financial accounting company is often distributed according to the self condition of the financial staff and the condition of the enterprise when the allocation is carried out, so that the highest operating efficiency of the company is ensured, a financial accounting company can arrange the agent places in each area, and each agent place is provided with a certain financial staff, so that the financial staff in each agent place can quickly reach the client enterprises to provide the financial services, but as the business of the client enterprises is continuously changed, in order to provide good service for the client enterprises, the setting of the number of staff in each agent place needs to be changed at a financial attack speed according to the business change of the client enterprises, at present, the work is completed manually, and the efficiency is very low, so that intelligent allocation of the number of personnel is an important research subject.
Disclosure of Invention
The present invention is directed to overcome the problems in the prior art, and provides an intelligent agent service system for financial accounting, which draws a customer profile according to the distribution of enterprises and the number of service items of each customer enterprise, divides the customer profile according to the area in which the agent is responsible, and obtains the ratio of the number of people at each agent according to the ratio of the feature value of each profile, thereby completing the allocation of the people at each agent.
Therefore, the invention provides an intelligent agent service system for financial accounting, which comprises:
the client summarizing module is used for collecting the enterprise address coordinates of each client and the number of service items of each client;
the image drawing module is used for establishing a blank picture, establishing an enterprise coordinate point of each client on the blank picture according to the enterprise address coordinate of each client, setting a color value on the corresponding enterprise coordinate point according to the number of service items of each client, wherein the color value corresponds to a set multiple of the number of the service items, and obtaining a client distribution diagram;
the image dividing module is used for dividing the client distribution diagram into a plurality of regional distribution diagrams according to the jurisdiction of each agent, and the jurisdiction of each agent uniquely corresponds to one regional distribution diagram;
and the personnel allocation module is used for respectively obtaining the characteristic value of each regional distribution map, taking the proportion of the characteristic value corresponding to each agency as the proportion of the quantity of the personnel corresponding to each agency, obtaining the quantity of the financial personnel corresponding to each agency according to the total number of the financial personnel and the proportion of the quantity of the personnel corresponding to each agency, and allocating the financial personnel.
Furthermore, the setting multiple in the image drawing module is set according to the total number of all service items in the financial accounting company, and the product of the total number of all service items and the setting multiple is the maximum value of the color value.
Further, still include:
the personnel classification module is used for classifying the personnel grades of the financial personnel according to the working capacity of the financial personnel;
and when the personnel allocation module allocates the financial personnel, the financial personnel of each personnel grade are allocated according to the proportion of the quantity of the personnel corresponding to each agency place.
Still further, the method further comprises:
the client dividing module is used for dividing the client grades according to the number of the service items of each client obtained in the client summarizing module and the number of the service items of each client, wherein different client grades correspond to different quantity value ranges;
and the personnel allocation module allocates financial personnel of corresponding personnel levels according to the client levels when allocating financial personnel.
Further, the system also comprises clients, and each financial staff corresponds to one client;
the personnel allocation module sends the number of the financial personnel corresponding to each agency place to all the clients respectively;
the client is used for displaying the number of the financial staff corresponding to each agency place to the financial staff.
Furthermore, the client is further configured to receive information about a representative selected by the corresponding financial staff, and send the information about the representative selected by the financial staff to the staff allocation module;
the staff allocation module sets a total number of cache areas of the agent during allocation, each cache area sets a corresponding staff number of cache spaces, and the agent information selected by the first received financial staff preempts the corresponding cache spaces during allocation.
Further, the business address coordinates use two-dimensional coordinates.
The intelligent agency service system for financial accounting provided by the invention has the following beneficial effects:
1. according to the distribution of enterprises and the number of service items of each client enterprise, a client distribution diagram is drawn, the client distribution diagram is divided according to the regions in charge of the agent places, and the proportion of the number of personnel at each agent place is obtained according to the characteristic value proportion of each distribution diagram, so that the allocation of the personnel at each agent place is completed;
2. according to the invention, the area of the agency place is divided into different grades according to the business quantity of the clients, meanwhile, the financial staff are divided into different grades according to the working capacity of the financial staff, and finally, the number of the clients in different grades is matched with the number of the financial staff in different grades according to the area of the agency place, so that better financial service can be provided for the clients;
3. the client is provided for the financial staff, so that the financial staff can select the office according to the needs of the financial staff, the requirements of the financial staff on the working place can be greatly met, and the office efficiency of the financial staff is more efficient.
Drawings
FIG. 1 is a schematic block diagram of the overall system connection of the present invention;
FIG. 2 is a schematic block diagram of the system connections at the time of allocation after the present invention is graded;
fig. 3 is a schematic block diagram of system connections at the time of distribution after the introduction of a client according to the present invention.
Detailed Description
An embodiment of the present invention will be described in detail below with reference to the accompanying drawings, but it should be understood that the scope of the present invention is not limited to the embodiment.
Specifically, as shown in fig. 1 to 3, an embodiment of the present invention provides an intelligent agent service system for financial accounting, including: the system comprises a client summarizing module, an image drawing module, an image dividing module and a personnel distribution module. Each module will be described in detail below.
The client summarizing module is used for collecting the enterprise address coordinates of each client and the number of service items of each client; the module inputs the enterprise address coordinates of the customer and the number of the service items of the customer in a mode of inputting by background management personnel, the enterprise address coordinates of the customer can be input on an electronic map, so that the coordinate values can be directly input, the coordinate values can also be input in a text mode, when the business address coordinates of the customer are input in the text mode, the input text is converted into the coordinate values in the electronic map mode, so that the subsequent input can be performed, when the number of the service items is input, the input can be performed in a mode of directly inputting numbers, or the input can be performed in a mode of checking the service items, so that the checked number is counted at the background, and the number of the service items of the customer is obtained.
The image drawing module is used for establishing a blank picture, establishing an enterprise coordinate point of each client on the blank picture according to the enterprise address coordinate of each client, setting a color value on the corresponding enterprise coordinate point according to the number of service items of each client, wherein the color value corresponds to a set multiple of the number of the service items, and obtaining a client distribution diagram; the module draws the position on a blank screen according to the business address coordinate of the client, wherein the color value is a set color value, for example, the business address coordinate of the client A is (x)A,yA) The business address coordinate of client B is (x)B,yB) If the number of service items of customer A is 3, the number of service items of customer B is 5, and the selected color value cardinality is 20, the enterprise address coordinate of customer A is (x)A,yA) The color value of (c) is 60, and the business address coordinate of customer B is (x)B,yB) The color value of the upper color value is 80, so that the distribution condition of the number of the service items of all the customers can be obtained, the drawn picture is the customer distribution diagram, and the coordinates of the customer distribution diagram correspond to the coordinates of the map one by one.
The image dividing module is used for dividing the client distribution diagram into a plurality of regional distribution diagrams according to the jurisdiction of each agent, and the jurisdiction of each agent uniquely corresponds to one regional distribution diagram; the module is used for dividing the client distribution map, the dividing standard is according to the jurisdiction areas of all the agents, so that the client distribution map is divided according to the edge coordinates of all the jurisdiction areas when the client distribution map is divided, and the area distribution map of each agent can be obtained.
The personnel allocation module is used for respectively obtaining the characteristic value of each regional distribution map, taking the proportion of the characteristic value corresponding to each agency as the proportion of the quantity of the personnel corresponding to each agency, obtaining the quantity of the financial personnel corresponding to each agency according to the total number of the financial personnel and the proportion of the quantity of the personnel corresponding to each agency, and allocating the financial personnel; the module allocates the staff at each agent according to the characteristics of the regional distribution map at each agent, generally, the characteristics adopt gray characteristic values, and when the gray value of the regional distribution map corresponding to the agent is larger, it is described that the number of service items of the customers in the region under the jurisdiction of the agent is larger, more financial staff needs to be equipped.
According to the invention, through the mutual cooperation and the combined action of the customer collecting module, the image drawing module, the image dividing module and the personnel distributing module, the customer distribution map is drawn according to the distribution of enterprises and the number of service items of each customer enterprise, the customer distribution map is divided according to the area in charge of the agent, and the proportion of the number of the personnel at each agent is obtained according to the characteristic value proportion of each distribution map, so that the allocation of the personnel at each agent is completed.
In this embodiment, the setting multiple in the image drawing module is set according to the total number of all service items in a financial company, and the product of the total number of all service items and the setting multiple is the maximum value of the color value. The maximum value of the color value is 255, and the meaning of this solution is that, if the total number of all the service items in the financial company is 5, the base number of the color value is 255/5 ═ 51, that is, when the number of the service items of the customer is 1, the corresponding color value is 51 × 1 ═ 51, and when the number of the service items of the customer is 3, the corresponding color value is 51 × 3 ═ 153, and thus each color value is set.
In this embodiment, the present invention further includes: and a personnel division module. The personnel classification module is used for classifying personnel grades of financial personnel according to the working capacity of the financial personnel; and when the personnel allocation module allocates the financial personnel, the financial personnel of each personnel grade are allocated according to the proportion of the quantity of the personnel corresponding to each agency place.
In the technical scheme, the financial staff are classified according to the staff grades, so that certain difference exists between the working capacities of the financial staff at the agent places in time, and each agent place can provide better service for the client.
Meanwhile, the invention also comprises: and a client division module. The client classification module is used for classifying the clients according to the number of service items of each client obtained in the client summarizing module and the number of service items of each client, and different client grades correspond to different quantity value ranges; and the personnel allocation module allocates financial personnel of corresponding personnel levels according to the client levels when allocating financial personnel.
Among the above-mentioned technical scheme, according to the customer's of each agency level, match with financial staff's level, just so can make financial staff carry out furthest's division to make reinforcing financial accounting company's personnel allocation efficiency, thereby promote financial accounting company's operation efficiency.
The invention divides the area of the agency into different grades according to the business quantity of the clients, and simultaneously divides the financial staff into different grades according to the working capacity of the financial staff.
In this embodiment, the present invention further includes a client, and each financial staff corresponds to one client; the personnel allocation module sends the number of the financial personnel corresponding to each agency place to all the clients respectively; the client is used for displaying the number of the financial staff corresponding to each agency place to the financial staff.
In the technical scheme, the client is a carrier for displaying information for each financial staff, and the client can be in a terminal form, a PC client form, a mobile phone APP client form, a webpage form, a WeChat applet form, a WeChat public number form and the like.
Meanwhile, the client is also used for receiving information of the corresponding agent selected by the financial staff and sending the information of the agent selected by the financial staff to the staff allocation module; the staff allocation module sets a total number of cache areas of the agent during allocation, each cache area sets a corresponding staff number of cache spaces, and the agent information selected by the first received financial staff preempts the corresponding cache spaces during allocation.
The client is provided for the financial staff, so that the financial staff can select the office according to the needs of the financial staff, the requirements of the financial staff on the working place can be greatly met, and the office efficiency of the financial staff is more efficient.
In this embodiment, the enterprise address coordinates use two-dimensional coordinates, that is, longitude and latitude coordinates commonly used in an electronic map are used, and each longitude and latitude coordinate is a unique corresponding position coordinate.
The above disclosure is only for a few specific embodiments of the present invention, however, the present invention is not limited to the above embodiments, and any variations that can be made by those skilled in the art are intended to fall within the scope of the present invention.
Claims (7)
1. A financial accounting intelligent agent service system, comprising:
the client summarizing module is used for collecting the enterprise address coordinates of each client and the number of service items of each client;
the image drawing module is used for establishing a blank picture, establishing an enterprise coordinate point of each client on the blank picture according to the enterprise address coordinate of each client, setting a color value on the corresponding enterprise coordinate point according to the number of service items of each client, wherein the color value corresponds to a set multiple of the number of the service items, and obtaining a client distribution diagram;
the image dividing module is used for dividing the client distribution diagram into a plurality of regional distribution diagrams according to the jurisdiction of each agent, and the jurisdiction of each agent uniquely corresponds to one regional distribution diagram;
and the personnel allocation module is used for respectively obtaining the characteristic value of each regional distribution map, taking the proportion of the characteristic value corresponding to each agency as the proportion of the quantity of the personnel corresponding to each agency, obtaining the quantity of the financial personnel corresponding to each agency according to the total number of the financial personnel and the proportion of the quantity of the personnel corresponding to each agency, and allocating the financial personnel.
2. The intelligent agency service system for financial accounting as claimed in claim 1 wherein the setting multiple in said image drawing module is set according to the total number of all the services in the accounting company, and the product of the total number of all the services and the setting multiple is the maximum value of said color value.
3. The intelligent agent service system for financial accounting of claim 1 further comprising:
the personnel classification module is used for classifying the personnel grades of the financial personnel according to the working capacity of the financial personnel;
and when the personnel allocation module allocates the financial personnel, the financial personnel of each personnel grade are allocated according to the proportion of the quantity of the personnel corresponding to each agency place.
4. The intelligent agent service system for financial accounting of claim 3 further comprising:
the client dividing module is used for dividing the client grades according to the number of the service items of each client obtained in the client summarizing module and the number of the service items of each client, wherein different client grades correspond to different quantity value ranges;
and the personnel allocation module allocates financial personnel of corresponding personnel levels according to the client levels when allocating financial personnel.
5. The intelligent agent service system for financial accounting of claim 1 further comprising clients, one for each said financial staff;
the personnel allocation module sends the number of the financial personnel corresponding to each agency place to all the clients respectively;
the client is used for displaying the number of the financial staff corresponding to each agency place to the financial staff.
6. The intelligent financial accounting agency service system of claim 5 wherein the client is further configured to receive corresponding agent information selected by financial staff and send the agent information selected by financial staff to the staff allocation module;
the staff allocation module sets a total number of cache areas of the agent during allocation, each cache area sets a corresponding staff number of cache spaces, and the agent information selected by the first received financial staff preempts the corresponding cache spaces during allocation.
7. The intelligent agent service system for financial accounting of claim 1 wherein the address coordinates of the enterprise use two-dimensional coordinates.
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| Application Number | Priority Date | Filing Date | Title |
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| CN202110069871.9A CN112668941A (en) | 2021-01-19 | 2021-01-19 | Financial accounting intelligent agent service system |
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| CN202110069871.9A CN112668941A (en) | 2021-01-19 | 2021-01-19 | Financial accounting intelligent agent service system |
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| CN108573313A (en) * | 2018-03-29 | 2018-09-25 | 重庆柚瓣家科技有限公司 | Intensive service deployment method for family endowment |
| CN109784634A (en) * | 2018-12-13 | 2019-05-21 | 中国平安人寿保险股份有限公司 | Coverage division methods, electronic device and readable storage medium storing program for executing |
| CN110097442A (en) * | 2019-05-13 | 2019-08-06 | 重庆天蓬网络有限公司 | Intelligent Matching method, system and electronic equipment for property tax business |
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- 2021-01-19 CN CN202110069871.9A patent/CN112668941A/en active Pending
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105205577A (en) * | 2014-06-20 | 2015-12-30 | 国家电网公司 | Regional customer service work order detailed analysis method |
| CN108510093A (en) * | 2018-03-29 | 2018-09-07 | 重庆柚瓣家科技有限公司 | Community service reservation system |
| CN108573313A (en) * | 2018-03-29 | 2018-09-25 | 重庆柚瓣家科技有限公司 | Intensive service deployment method for family endowment |
| CN109784634A (en) * | 2018-12-13 | 2019-05-21 | 中国平安人寿保险股份有限公司 | Coverage division methods, electronic device and readable storage medium storing program for executing |
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Application publication date: 20210416 |