CN112836226A - Task management system and method for outworker - Google Patents

Task management system and method for outworker Download PDF

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Publication number
CN112836226A
CN112836226A CN202110177777.5A CN202110177777A CN112836226A CN 112836226 A CN112836226 A CN 112836226A CN 202110177777 A CN202110177777 A CN 202110177777A CN 112836226 A CN112836226 A CN 112836226A
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module
information
task management
data
client
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CN112836226B (en
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曹春林
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Chongqing Manji Network Technology Co ltd
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Chongqing Manji Network Technology Co ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F21/00Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F21/60Protecting data
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • 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
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • G06Q10/105Human resources

Abstract

The invention relates to the technical field of data management, and particularly discloses a task management system and a method for outworker, wherein the system comprises a server and a user side; the server comprises a task management module and a storage module, wherein basic data of each client are stored in the storage module, and the basic data comprise sensitive data and public data; the user side comprises an acquisition module, a processing module and an interaction module; the acquisition module is used for acquiring sound information during the meeting; the processing module is used for identifying the spacing distance between the client and the user side according to the sound information, judging whether the spacing distance of the client is larger than a preset distance or not, generating an instruction for canceling the data protection if the spacing distance of the client is larger than the preset distance, and sending the instruction for canceling the data protection to the task management module. By adopting the technical scheme of the invention, the leakage of confidential data can be avoided in business conversations.

Description

Task management system and method for outworker
Technical Field
The invention relates to the technical field of data management, in particular to a task management system and method for outworkers.
Background
With the development of society, the division of the society is more and more detailed, and the number of mobile posts is also increased day by day, such as insurance agents, sales specialists, business specialists and the like, covering a plurality of work categories. Generally, due to the requirements of the work or the service objects, the field staff is running outside all the year round, the working time and the working place are variable, and better requirements are provided for the management of the field staff.
Therefore, chinese patent publication No. CN111709659 discloses an intelligent scheduling method for outworkers, which includes: on one hand, effective attendance information is distinguished from the card punching information of the outworkers by combining an attendance system and a salesman matching model between the salesman and the client, and the attendance information is generated into an early warning thermodynamic diagram for a manager to monitor the geographical position of the outworkers in real time; and on the other hand, the business information of the salesman is trained to obtain a salesman matching model between the salesman and the salesman, and the salesman matching table of the butt-joint client and the salesman can be obtained only by inputting the business information of the current salesman in the attendance information, so that the coordination work of the manager is assisted.
Through the scheme, management such as attendance checking and scheduling can be effectively carried out on outworkers. The field clerk can also log into the management system to view the relevant task schedule. Usually, the management system also stores the customer's data, and the convenient field clerk also can carry out the inquiry outside the company, provides support for the business conversation of field clerk. However, this piece of information may relate to the company's trade secret and may not be suitable for viewing by people other than field attendants.
Therefore, a task management system and method for avoiding disclosure of confidential data in business interviews of field clerks is needed.
Disclosure of Invention
The invention provides a task management system for outworkers, which can avoid the disclosure of confidential data in business conversations.
In order to solve the technical problem, the present application provides the following technical solutions:
the task management system for the outworker comprises a server and a user side;
the server comprises a task management module and a storage module, wherein basic data of each client are stored in the storage module, and the basic data comprise sensitive data and public data;
the user side comprises an acquisition module, a processing module and an interaction module;
the acquisition module is used for acquiring sound information during the meeting;
the processing module is used for identifying the spacing distance between the client and the user side according to the sound information, judging whether the spacing distance of the client is greater than a preset distance, if so, generating an instruction for canceling the data protection, and sending the instruction for canceling the data protection to the task management module;
the interaction module is used for acquiring a data access request input by a user and sending the data access request to the task management module, the task management module is used for judging whether an instruction for canceling data protection is received or not after the data access request is received, if the instruction for canceling data protection is not received, public data are acquired from the storage module and sent to the interaction module, and if the instruction for canceling data protection is received, sensitive data and public data are acquired from the storage module and sent to the interaction module;
the interaction module is used for displaying sensitive data and/or public data.
The basic scheme principle and the beneficial effects are as follows:
in this scheme, the user side can be carried at any time to the outworker, and when the outworker was carrying out the commercial meeting with the customer, the collection module collection sound information of user side, after processing module analysis processes, can obtain the spacing distance of customer and user side, through judging whether spacing distance is greater than preset distance, can know the content that shows on the user side that whether current customer can be very convenient sees. In other words, if the distance is less than the preset distance, the client is very close to the client, and the content displayed on the client is easy to see, so that the instruction for canceling the data protection needs to be generated if the distance is greater than the preset distance.
When the basic data needs to be checked during the business conversation of the outworker, the data access request is input through the interaction module, if the distance between the client and the user side is smaller than the preset distance, the client only receives the public data, and if the distance between the client and the user side is larger than the preset distance, the client only receives the sensitive data. Compared with the method that the system is directly judged by the outworker, the outworker may forget to protect the data from being leaked during the business conversation because the system such as the internal security regulation is not executed in place. In conclusion, the scheme can effectively avoid unintentional data disclosure during business conversation from the system level.
The user side further comprises an attendance checking module which is used for collecting the position information of the user when the user punches the card and sending the position information to the task management module;
the public data comprises address information of the client;
and after receiving the data access request, the task management module is also used for acquiring the address information of the client from the corresponding public data, matching the address information of the client with the position information of the latest card punching of the user, judging whether the matching is successful, and if the matching is unsuccessful, not performing subsequent processing.
When the outworker is outside the company, the outworker only can request to check the basic data corresponding to the current meeting client, so that the basic data of other clients can be effectively prevented from being leaked, and the confidentiality effect is good.
Further, the interaction module is also used for generating a sensitive data display switch after receiving the sensitive data;
the interaction module is also used for displaying the sensitive data after acquiring the opening request input by the user.
The method is convenient for the outworker to automatically select whether to display the sensitive data according to actual needs, for example, the outworker only needs to check the public data and can not click the sensitive data display switch, so that the opening request can not be input, and the safety of the sensitive data is further ensured.
Further, when the processing module identifies the separation distance between the client and the user side according to the voice information, voice is extracted from the voice information, the voice of the user is screened out based on the pre-stored voice print of the user, the rest voice is marked as the voice of the client, and the processing module identifies the separation distance between the client and the user side based on the voice of the client.
The voice of the user is screened out, so that the voice of the user is prevented from being brought into judgment of the spacing distance, and the accuracy of identification of the spacing distance can be improved.
Further, the interaction module is also used for receiving the number of the participating clients input by the user; the processing module also calculates the number of speaking clients based on the extracted voices, and if the number of speaking clients is less than that of participating clients, the processing module does not generate an instruction for canceling data protection.
When the number of speaking clients is less than that of participating clients, some clients cannot accurately judge the distance between the clients and the clients due to no speaking, and the clients cannot see the display content on the clients, so that an instruction for canceling data protection is not generated in order to ensure that sensitive data is not leaked.
Furthermore, the user side further comprises a transcription module, and the transcription module is used for acquiring voice and converting the voice into characters.
When the outworker needs to make a meeting summary or record some important matters, the characters can be directly edited, the workload of the outworker can be effectively reduced, and the working efficiency is improved.
Further, the transcription module generates a conversation record based on the text.
Further, the preset distance is 50-70 cm.
Furthermore, the server also comprises an information capturing module, a classification module, a file module and a pushing module;
the file module is used for storing training scores of the user, wherein the training scores comprise a good score, a medium score and a poor score;
the information capturing module is used for capturing industry information according to a preset capturing rule;
the classification module is used for classifying the industry information according to a preset classification rule and marking a class label;
the pushing module is used for sending the industry information of the marked category label to the interaction module;
the user side also comprises an analysis module; the analysis module is used for analyzing whether the business meeting stage is currently in the business meeting stage or not according to the sound information, and if the business meeting stage is currently in the business meeting stage, judging whether the business meeting stage is currently in the formal communication stage or the informal communication stage;
the interaction module is also used for acquiring customer information input by a user, judging whether the industry information is related to the business meeting or not based on the customer information and the category label, if so, displaying the industry information in an informal communication stage, and if not, displaying the industry information after the business meeting stage is finished; the interaction module is also used for sending the read receipt to the push module after displaying the industry information;
if the industry information is not received in the informal communication stage, the interaction module is also used for sending the conversation assistance information and the customer information to the push module;
the push module is used for inquiring the training score of the current user from the file module after receiving the conversation assistance information, if the training score is poor, the push module screens the industry information related to the business conversation according to the client information and the category label from the industry information containing the read receipt, and sends the screened industry information to the interaction module, and the interaction module is used for receiving and displaying the screened industry information.
In the informal communication stage, the field staff can not show the loss of the ceremony when checking the user side, so the industry information related to the business conversation is displayed in the informal communication stage. At the moment, the field clerks can show the relevant industry information to the clients, the acceptance of the clients is improved, and the field clerks can conveniently promote cooperation. The industry information irrelevant to the business conversation is displayed after the business conversation stage is finished, so that the interference to the outside service staff is avoided.
In the existing push strategy, the read message is not repeatedly pushed any more. However, the communication strategy and professional ability of the field service staff are likely to have problems because the training result is poor, and the field service staff is indicated to be unqualified in the training of the internal organization of the company. Under the condition that no new industry information exists currently, the pushed industry information (namely the industry information containing the read receipt) is pushed to the outworker again, so that the assistance can be better provided for the business conversation of the outworker.
The task management method for the outworker adopts the task management system for the outworker.
Drawings
FIG. 1 is a logical block diagram of an embodiment of a task management system for an outworker.
Detailed Description
The following is further detailed by way of specific embodiments:
example one
As shown in fig. 1, the task management system for the outworker of the embodiment includes a server located in a cloud and a client located in a local area.
The server comprises a task management module and a storage module, wherein basic data of each client are stored in the storage module, and the basic data comprise sensitive data and public data. The public material includes address information of the client. In this embodiment, the sensitive data refers to data that needs to be kept secret and cannot be freely viewed by people other than the company, and the open data refers to data that does not need to be kept secret and can be viewed by people other than the company.
The user side comprises an acquisition module, a processing module, an interaction module and an attendance checking module. In this embodiment, the user side adopts a smart phone.
The attendance checking module is used for collecting position information of a user during card punching and sending the position information to the task management module.
The interaction module is used for receiving the number of the participating clients input by the user.
The acquisition module is used for acquiring sound information during the meeting; in this embodiment, the acquisition module acquires the sound information during the conversation by using two or more microphones disposed at different positions, for example, the microphones disposed at the top and the tail of the smart phone, respectively.
The processing module is used for identifying the spacing distance between the client and the user side according to the sound information.
Specifically, the processing module extracts voice from the voice information, screens out the voice of the user based on the pre-stored voice print of the user, marks the rest voice as voice of the client, and identifies the spacing distance between the client and the user side based on the voice of the client. The position of the sound source is determined by calculating the time difference of the sound emitted by the sound source reaching the microphones at different positions, so that the separation distance between the customer and the user end is obtained through the human voice recognition of the customer, which belongs to the prior art and is not described herein again.
The processing module is also used for judging whether the spacing distance of the client is greater than the preset distance, if so, generating an instruction for canceling the data protection, and sending the instruction for canceling the data protection to the task management module. The preset distance is 50-70cm, in this embodiment 60cm, and in other implementations, the preset distance may be further increased.
The processing module also calculates the number of speaking clients based on the extracted voices, and if the number of speaking clients is less than that of participating clients, the processing module does not generate an instruction for canceling data protection.
The interaction module is used for acquiring a data access request input by a user and sending the data access request to the task management module, the task management module is used for acquiring address information of the client from corresponding public data after receiving the data access request, matching the address information of the client with position information of the latest card punching of the user and judging whether the matching is successful or not, and if the matching is unsuccessful, not performing subsequent processing. If the matching is successful, the task management module judges whether an instruction for canceling the data protection is received, if the instruction for canceling the data protection is not received, the public data is obtained from the storage module and sent to the interaction module, and if the instruction for canceling the data protection is received, the sensitive data and the public data are obtained from the storage module and sent to the interaction module.
The interaction module is used for displaying public data. The interaction module is also used for generating a sensitive data display switch after receiving the sensitive data; the interaction module is also used for displaying the sensitive data after acquiring the opening request input by the user.
Example two
The difference between this embodiment and the first embodiment is that the user side further includes a transcription module, and the transcription module is configured to obtain a voice and convert the voice into a text. The transcription module also generates a conversation record based on the text.
EXAMPLE III
The difference between this embodiment and the first embodiment is that the server in this embodiment further includes a file module, a push module, an information capture module, and a classification module, and the user side further includes an analysis module.
The file module is used for storing training results of the user, and the training results comprise excellent results, medium results and poor results.
The information capturing module is used for capturing industry information according to a preset capturing rule. In this embodiment, the web crawler captures the web crawler, and the preset capture rule includes a captured website directory and a captured content range. The industry information refers to information about industries to which a company belongs, for example, the company is a new energy automobile industry, and the industry information is information about a new energy automobile.
The classification module is used for classifying the industry information according to a preset classification rule and marking a class label. In this embodiment, the preset classification rule is a keyword set of each category, and when the industry information matches a keyword in a certain keyword set, the category corresponding to the keyword set is used as a category tag of the industry information. Such as category labels for financing, technology, channel, etc.
The pushing module is used for sending the industry information marked with the category labels to the interaction module.
The interaction module is also used for receiving a recording starting instruction input by a user and sending the recording starting instruction to the acquisition module, and the acquisition module acquires sound information after receiving the recording starting instruction. In this embodiment, the interaction module includes a display screen with a touch function, so that the outworker can directly input a recording start instruction on the display screen.
The analysis module is used for analyzing whether the business meeting stage is currently performed according to the sound information, and if the business meeting stage is currently performed, judging whether the business meeting stage is currently performed in a formal communication stage or an informal communication stage. In this embodiment, a person speaking within the first preset time is regarded as being in the business session. In this embodiment, the formal communication stage means that all the contents of the conversation between the outworker and the client are related to the business, for example, all the contents of the conversation between the outworker and the client are related to the new energy automobile sales channel expansion. The informal communication stage means that the conversation content between the outworker and the client comprises business-irrelevant content, such as life content, network hotspots, sports information and the like. In this embodiment, a keyword library for formal communication and informal communication is first established, and words and sentences appearing in the voice information are matched with the keyword library, so that whether the current communication stage is formal or informal can be determined.
The analysis module is also used for analyzing a tendency result of the business conversation based on the voice information in the informal communication stage, and if the tendency result is failure, the analysis module sends first assistance information to the pushing module. In this embodiment, the tendency result includes success and failure, where success means that a client expresses a sentence agreeing to cooperate for multiple times in a business conversation, and failure means that a client expresses a sentence different from cooperating for multiple times in a business conversation, and success and failure keyword bases are established respectively, and words and sentences appearing in the sound information are matched with the keyword bases, so that success or failure of the tendency result can be analyzed.
The pushing module is used for inquiring the training score of the current user from the file module after receiving the first assistance information, and if the training score is poor, the pushing module generates a stroke prompt based on the current time and sends the stroke prompt to the interaction module. The interaction module is used for receiving and displaying the travel reminder. In this embodiment, the travel reminder includes a travel destination and an arrival time, and the arrival time is a second preset time added to the current time, for example, 1 hour.
When the result of the tendency of the business conversation is failure, the intention of cooperation between the outworker and the client in the communication is difficult to achieve. If the training result of the current outworker is poor, the communication strategy and professional ability of the outworker are possibly problematic, and the possibility of achieving synthesis after continuing to communicate with the client is low. At the moment, the pushing module generates a travel reminder based on the current time, the interaction module displays the travel reminder, and the outworker can end the current business conversation after seeing the travel reminder and for the reason that the travel is still available next time. Therefore, the customer is not easy to feel dislike, the reason for leaving is found out by the outworkers, and assistance is effectively provided for the outworkers. Subsequent field clerks can return to the company for review or review before interviewing the customer.
The interaction module is also used for acquiring customer information input by a user, judging whether the industry information is related to the business meeting or not based on the customer information and the category label, if so, displaying the industry information in an informal communication stage, and if not, displaying the industry information after the business meeting stage is finished; the interaction module is also used for sending the read receipt to the push module after displaying the industry information. In this embodiment, the customer information includes a name of a customer company and an industry to which the customer company belongs. For example, if the industry to which the client company belongs is the investment industry and the category label is the investment and financing, it can be determined that the industry information is related to the business conversation. And displaying the industry information related to the business conversation in an informal communication stage, wherein the related industry information can be displayed to the client by the outworker, so that the acceptance of the client is improved, and the cooperation is facilitated. For example, the content of the business conversation between the outworker and the client is as follows: inviting the client to become a dealer of the X-brand new energy automobile. At this moment, the field staff receives the industry information with the category label as the channel: the new energy automobile X brand has reached xxxx family in national stores. The field information can be displayed to the client by the outworker, the fact that the X-brand new energy automobile is popular is shown, the X-brand new energy automobile is rapidly expanded, if the client does not know the opportunity, the opportunity is possibly robbed by people, and cooperation is facilitated.
If the industry information is not received in the informal communication stage, the interaction module is also used for sending the conversation assistance information and the customer information to the push module;
the push module is used for inquiring the training score of the current user from the file module after receiving the conversation assistance information, if the training score is poor, the push module screens the industry information related to the business conversation according to the client information and the category label from the industry information containing the read receipt, and sends the screened industry information to the interaction module, and the interaction module is used for receiving and displaying the screened industry information.
The above are merely examples of the present invention, and the present invention is not limited to the field related to this embodiment, and the common general knowledge of the known specific structures and characteristics in the schemes is not described herein too much, and those skilled in the art can know all the common technical knowledge in the technical field before the application date or the priority date, can know all the prior art in this field, and have the ability to apply the conventional experimental means before this date, and those skilled in the art can combine their own ability to perfect and implement the scheme, and some typical known structures or known methods should not become barriers to the implementation of the present invention by those skilled in the art in light of the teaching provided in the present application. It should be noted that, for those skilled in the art, without departing from the structure of the present invention, several changes and modifications can be made, which should also be regarded as the protection scope of the present invention, and these will not affect the effect of the implementation of the present invention and the practicability of the patent. The scope of the claims of the present application shall be determined by the contents of the claims, and the description of the embodiments and the like in the specification shall be used to explain the contents of the claims.

Claims (10)

1. The task management system for the outworker comprises a server and a user side;
the system is characterized in that the server comprises a task management module and a storage module, basic data of each client are stored in the storage module, and the basic data comprise sensitive data and public data;
the user side comprises an acquisition module, a processing module and an interaction module;
the acquisition module is used for acquiring sound information during the meeting;
the processing module is used for identifying the spacing distance between the client and the user side according to the sound information, judging whether the spacing distance of the client is greater than a preset distance, if so, generating an instruction for canceling the data protection, and sending the instruction for canceling the data protection to the task management module;
the interaction module is used for acquiring a data access request input by a user and sending the data access request to the task management module, the task management module is used for judging whether an instruction for canceling data protection is received or not after the data access request is received, if the instruction for canceling data protection is not received, public data are acquired from the storage module and sent to the interaction module, and if the instruction for canceling data protection is received, sensitive data and public data are acquired from the storage module and sent to the interaction module;
the interaction module is used for displaying sensitive data and/or public data.
2. The task management system for field attendants according to claim 1, characterised in that: the user side also comprises an attendance checking module which is used for collecting the position information of the user when the user punches the card and sending the position information to the task management module;
the public data comprises address information of the client;
and after receiving the data access request, the task management module is also used for acquiring the address information of the client from the corresponding public data, matching the address information of the client with the position information of the latest card punching of the user, judging whether the matching is successful, and if the matching is unsuccessful, not performing subsequent processing.
3. The task management system for field attendants according to claim 2, characterised in that: the interaction module is also used for generating a sensitive data display switch after receiving the sensitive data;
the interaction module is also used for displaying the sensitive data after acquiring the opening request input by the user.
4. The task management system for field attendants according to claim 3, characterised in that: the processing module extracts voice from the voice information when identifying the spacing distance between the client and the user side according to the voice information, screens out the voice of the user based on the pre-stored voice print of the user, marks the rest voice as the voice of the client, and identifies the spacing distance between the client and the user side based on the voice of the client.
5. The task management system for field attendants according to claim 4, characterised in that: the interaction module is also used for receiving the number of the participants input by the user; the processing module also calculates the number of speaking clients based on the extracted voices, and if the number of speaking clients is less than that of participating clients, the processing module does not generate an instruction for canceling data protection.
6. The task management system for field attendants according to claim 5, characterised in that: the user side further comprises a transcription module, and the transcription module is used for acquiring voice and converting the voice into characters.
7. The task management system for field attendants according to claim 6, characterised in that: the transcription module also generates a conversation record based on the text.
8. The task management system for field attendants according to claim 7, characterised in that: the preset distance is 50-70 cm.
9. The task management system for field attendants according to claim 8, characterised in that: the server also comprises an information capturing module, a classification module, a file module and a pushing module;
the file module is used for storing training scores of the user, wherein the training scores comprise a good score, a medium score and a poor score;
the information capturing module is used for capturing industry information according to a preset capturing rule;
the classification module is used for classifying the industry information according to a preset classification rule and marking a class label;
the pushing module is used for sending the industry information of the marked category label to the interaction module;
the user side also comprises an analysis module; the analysis module is used for analyzing whether the business meeting stage is currently in the business meeting stage or not according to the sound information, and if the business meeting stage is currently in the business meeting stage, judging whether the business meeting stage is currently in the formal communication stage or the informal communication stage;
the interaction module is also used for acquiring customer information input by a user, judging whether the industry information is related to the business meeting or not based on the customer information and the category label, if so, displaying the industry information in an informal communication stage, and if not, displaying the industry information after the business meeting stage is finished; the interaction module is also used for sending the read receipt to the push module after displaying the industry information;
if the industry information is not received in the informal communication stage, the interaction module is also used for sending the conversation assistance information and the customer information to the push module;
the push module is used for inquiring the training score of the current user from the file module after receiving the conversation assistance information, if the training score is poor, the push module screens the industry information related to the business conversation according to the client information and the category label from the industry information containing the read receipt, and sends the screened industry information to the interaction module, and the interaction module is used for receiving and displaying the screened industry information.
10. Task management method for outworkers, characterized in that a task management system for outworkers according to any of claims 1-9 is used.
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