CN112991110A - Multi-dimensional portrait standard client type identification method and intellectual property monitoring system - Google Patents
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Abstract
The invention discloses a client type identification method and a system based on a multidimensional portrait standard, wherein the method comprises the following steps: acquiring customer data in an intellectual property customer monitoring system; extracting basic customer information from the customer data and extracting historical order information from the customer data; identifying the basic information of the customer and the historical order information according to a multi-dimensional portrait rule to obtain an identification result; and determining the client type of each client according to the identification result. The technical scheme of the invention aims to solve the problem that targeted service is difficult to provide in the process of manually monitoring customer data.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a client type identification method based on a multi-dimensional portrait standard and an intellectual property monitoring system.
Background
The patent agency industry has the characteristics of more declaration nodes and long period, the amount of client information involved in the patent declaration, authorization, maintenance and other processes is large, and various cost and payment time nodes are also large. In the prior art, the management of patent customers by each office is usually manually controlled, and classification and targeted management of the customers are lacked. Particularly, the management layer does not directly face the client, and the situation of the client is not known, so that scientific analysis data is difficult to form for the client, and more targeted services are difficult to provide for different client types. Therefore, a method and a system for identifying a client type based on a multidimensional representation standard are needed.
Disclosure of Invention
The invention mainly aims to provide a client type identification method and system based on a multi-dimensional portrait standard, and aims to solve the problem that targeted service is difficult to provide in manual supervision of client data.
In order to achieve the above purpose, the method for identifying the client type based on the multidimensional portrait standard provided by the invention comprises the following steps:
acquiring customer data in an intellectual property customer monitoring system;
extracting basic customer information from the customer data and extracting historical order information from the customer data;
identifying the basic information of the customer and the historical order information according to a multi-dimensional portrait rule to obtain an identification result;
and determining the client type of each client according to the identification result.
Preferably, the step of extracting the customer basic information from the customer data includes:
extracting at least one of a customer name, business nature, and business introduction from the customer data;
and/or
The step of extracting historical order information from the customer data comprises:
and extracting at least one of historical order forming times, historical order forming unit prices, historical order forming total prices, historical declared invention quantity, historical declared invention proportion, historical payment period and historical inventor information from the customer data.
Preferably, the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to obtain an identification result includes:
and identifying the basic information of the customers and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades.
Preferably, the historical payment period includes an agreed payment time and an actual payment time; the step of identifying the basic customer information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying the agreed payment time and the actual payment time for each order of the customer to determine the timekeeping of the customer's payment;
a first ranking parameter is determined for the customer based on the customer's pay-per-time status.
Preferably, the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to classify each customer into several customer grades with different grades includes:
identifying the historical order count, the historical order price, and the historical order total for the customer to determine an order size for the customer;
determining a second level parameter for the customer based on the order size of the customer.
Preferably, the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to classify each customer into several customer grades with different grades includes:
identifying the number of the historical declaration inventions and the occupation ratio of the historical declaration inventions of the customer so as to determine the intellectual property innovation level of the customer;
and determining a third grade parameter of the client according to the intellectual property innovation grade of the client.
Preferably, the historical inventor information includes historical inventor names; the step of identifying the basic customer information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying historical inventor names of the clients, determining the number of the inventors of the clients and the signature times of each inventor, and determining the inventor scale of the clients;
and determining a fourth grade parameter of the client according to the inventor scale of the client.
Preferably, the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to classify each customer into several customer grades with different grades further comprises:
forming a follow-up image of each customer in an intellectual property customer monitoring system, wherein the follow-up image comprises a time coordinate axis and an amount coordinate axis;
displaying a change trend curve of the bill amount of each month in each year of the customer through the follow-up image;
acquiring a contractual agreement payment period of a client;
automatically calculating the intellectual property declaration hot spot time of the client according to the change trend curve of the bill amount of each month in each year and the contract agreed payment period;
and sending a prompt to user personnel before the reported hotspot time arrives.
Preferably, the method further comprises the following steps:
and displaying the customers and/or orders corresponding to the customers according to different display rules according to the customer grades of the customers.
In addition, to achieve the above object, the present invention further provides an intellectual property monitoring system, including: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program when executed by the processor implements the steps of the multi-dimensional representation standard based client type recognition method as described in any one of the above.
In the invention, the intellectual property client monitoring system stores client data, and the client data comprises client information, contract information and order information. And extracting targeted data from the customer data stored in the intellectual property customer monitoring system for analysis and identification, and then, identifying the basic customer information and the historical order information according to a multi-dimensional portrait rule so as to know the strength, the order quantity, the scale and the performance of the customer from a plurality of preset dimensions. Therefore, scientific analysis data can be formed for the customers, and more targeted services can be provided for different customer types.
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FIG. 1 is a flowchart illustrating a first embodiment of a method for identifying a client type based on a multidimensional representation standard according to the present invention.
The objects, features and advantages of the present invention will be further explained with reference to the accompanying drawings.
Detailed Description
It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
In the following description, suffixes such as "module", "component", or "unit" used to denote elements are used only for facilitating the explanation of the present invention, and have no specific meaning in itself. Thus, "module", "component" or "unit" may be used mixedly.
Referring to fig. 1, to achieve the above object, a first embodiment of the present invention provides a method for identifying a client type based on a multidimensional portrait standard, including the following steps:
step S10, obtaining customer data in the intellectual property customer monitoring system;
step S20, extracting basic customer information from the customer data, and extracting historical order information from the customer data;
step S30, identifying the basic information of the customer and the historical order information according to the multi-dimensional portrait rule to obtain an identification result;
step S40, determining the client type to which each client belongs according to the recognition result.
In the invention, the intellectual property client monitoring system stores client data, and the client data comprises client information, contract information and order information. And extracting targeted data from the customer data stored in the intellectual property customer monitoring system for analysis and identification, and then, identifying the basic customer information and the historical order information according to a multi-dimensional portrait rule so as to know the strength, the order quantity, the scale and the performance of the customer from a plurality of preset dimensions. Therefore, scientific analysis data can be formed for the customers, and more targeted services can be provided for different customer types.
Specifically, the intellectual property client monitoring system comprises a client management module, a contract management module and a patent service cooperation module. The client management module stores basic client information, the contract management module stores client signing contract information, and the patent service cooperation module stores order state and flow information.
In the first embodiment of the client type identification method based on the multidimensional portrait standard of the present invention, and in the second embodiment of the client type identification method based on the multidimensional portrait standard of the present invention, the step of extracting the client basic information from the client data in the step S20 includes:
at step S21, at least one of a customer name, business property, and business introduction is extracted from the customer data.
Specifically, the customer basic information may further include at least one of a contact, a contact address, a follow-up record, a historical order detail, a cost monitor, a cost detail, and billing information; the historical order list comprises patent applicant, patent application number, patent type, patent name, patent state, inventor, application date and relevant docking team members of the office. The client data is derived from data stored by at least one of the client management module, the contract management module and the patent business cooperation module.
Based on the client name, the business property, and the business introduction in the client basic information, the business type of the client, for example, a new material business, a software business, or a machine business, can be identified. Because the service of intellectual property and the type of the enterprise have close relationship, different types of enterprises have different product types, and different docking teams may need to be matched. Therefore, the intellectual property client monitoring system can further comprise an employee data module, wherein employee data are stored in the employee data module, and the employee data comprise departments to which employees belong, service fields of the employees and current workloads of the employees to be processed, so that different docking teams can be automatically matched for the clients by extracting basic information and employee data of the clients. For example, new material enterprises match agents in the material field, software enterprises match agents of software enterprises, and machinery enterprises match agents of machinery enterprises.
In the first embodiment or the second embodiment of the customer type identification method based on multidimensional representation standard of the present invention, and in the third embodiment of the customer type identification method based on multidimensional representation standard of the present invention, the step of extracting historical order information from the customer data in the step S20 includes:
step S22, extracting at least one of the historical order-forming times, the historical order-forming unit price, the historical order-forming total price, the historical declared invention quantity, the historical declared invention proportion, the historical payment period, and the historical inventor information from the customer data.
The historical order information of the client is used for carrying out multi-dimensional portrait on the client to form multi-dimensional evaluation of the client, and overall evaluation information of the client is formed according to the evaluation of each dimension.
When the evaluation is carried out according to multiple dimensions, different display rules can be adopted for displaying the evaluation of each dimension, so that a user can intuitively determine the multi-dimensional information of the client according to the display effect of the client on the display interface of the intellectual property client monitoring system.
Step S21 and step S22 may be alternatively implemented or both implemented.
The display effect can adopt: and distinguishing the customers with different grades of key dimension evaluation results by adopting at least one of colors, characters and images. The key dimension may be at least one of a payment punctuality condition, an intellectual property declaration activity level, and an innovation level, for example, if the payment punctuality condition is good, the intellectual property declaration activity, and the innovation level is good, the client is marked with a green background color, and/or a "good client" is marked at a preset position of the client name.
The overall evaluation information can be realized according to the following scheme: the evaluations of the various dimensions are presented in terms of scores, and each dimension is preset with a weight value. And obtaining the product of the evaluation score of each dimension and the corresponding weight value to obtain the weighted score of each dimension, wherein the sum of the weighted scores of all the dimensions is the overall evaluation score, and determining the overall evaluation information of the client according to the score interval corresponding to the overall evaluation score.
In a third embodiment of the client type identification method based on the multidimensional portrait standard of the present invention, and in a fourth embodiment of the client type identification method based on the multidimensional portrait standard of the present invention, the step S30 includes:
and step S31, identifying the basic customer information and the historical order information according to the multi-dimensional image rule so as to classify each customer into several customer grades with different grades.
Specifically, the customer tier types may include: a payment timekeeping rating, an order size rating, an intellectual property innovation rating, and an inventor size rating. And providing a customer grade inquiry key in the intellectual property customer monitoring system, and obtaining a pull-down menu of each grade classification by touching the grade inquiry key. Sorting manners are screened in the drop-down menu, the sorting manners including at least two of a payment punctuality rating, an order size rating, an intellectual property innovation rating, and an inventor size rating. And after one classification mode is screened, entering a customer grade display page of the screened mode, and displaying each customer according to the customer grade in the customer grade display page according to a preset display mode.
In a fourth embodiment of the client type identification method based on multidimensional portrait standard of the present invention, in a fifth embodiment of the client type identification method based on multidimensional portrait standard of the present invention, the step S31 includes:
step S311, identifying the agreed payment time and the actual payment time of each order of the client so as to determine the payment timekeeping condition of the client;
step S312, according to the payment timekeeping condition of the client, the first grade parameter of the client is determined.
The first level parameter is used to represent the customer's payment timekeeping. Specifically, the appointed payment time of each order of the client can be uploaded by the user in the intellectual property client monitoring system, and the appointed payment time can also be identified from the contract scanning piece in a text identification mode by uploading an appointed contract scanning piece in the intellectual property client monitoring system.
The actual payment time may be entered by a financial or business person. In another embodiment, the intellectual property client monitoring system is associated with a bank system, the system automatically detects the account entry information of the bank system, and automatically matches the to-be-paid money of the client according to the information of the payer and the payment amount in the account entry information, thereby completing the automatic capture of the actual payment time.
Based on the fourth and fifth embodiments of the customer type identification method based on multidimensional portrait standard of the present invention, in a sixth embodiment of the customer type identification method based on multidimensional portrait standard of the present invention, the step S31 includes:
step S313, identifying the historical order forming times, the historical order forming unit price and the historical order forming total price of the customer to determine the order size of the customer;
step S314, determining the second grade parameter of the customer according to the order size of the customer.
Determining the order size of a customer helps identify key customers. The step S31 may further include: forming a follow-up image of each client in an intellectual property client monitoring system, wherein the follow-up image comprises a time coordinate axis and an amount coordinate axis, displaying a change trend curve of the bill amount of each month in each year of the client through the follow-up image, further acquiring a contract agreed payment period of the client, automatically calculating the intellectual property declaration hot spot time of the client according to the change trend curve of the bill amount of each month in each year and the contract agreed payment period, and sending a prompt to a user before the declaration hot spot time comes. The users include the customer's docking team personnel and administrators.
Based on the fourth to sixth embodiments of the customer type identification method based on multidimensional portrait standard of the present invention, in the seventh embodiment of the customer type identification method based on multidimensional portrait standard of the present invention, the step S31 includes:
step S315, identifying the historical declaration invention quantity and the historical declaration invention proportion of the customer so as to determine the intellectual property innovation level of the customer;
and step S316, determining a third grade parameter of the customer according to the intellectual property innovation level of the customer.
In this embodiment, the history declared invention quantity and the history declared invention proportion of a client refer to data of the client in the intellectual property client monitoring system. Further, the total times and the total proportion of the invention declaration of the client in China can be obtained. Comparing the historical declared invention quantity with the total invention declaration times to determine the service share of the patent office; and comparing the historical declared invention proportion with the total invention declaration proportion to determine the proportion of the patent affairs to the invention proportion of the client on the market, so as to send comparison prompt and service suggestion information to a docking team according to the service share and the proportion.
Based on any one of the fourth to seventh embodiments of the method for identifying a client type based on a multidimensional portrait standard of the present invention, in an eighth embodiment of the method for identifying a client type based on a multidimensional portrait standard of the present invention, the method for identifying a client type based on a multidimensional portrait standard further includes:
step S317, identifying the historical inventor names of the clients, determining the number of the inventors of the clients and the signature times of each inventor, and determining the inventor scale of the clients;
step S318, determining the fourth grade parameter of the client according to the inventor scale of the client.
The scale of the inventor reflects the research and development and innovation ability of the client, so that the grading arrangement of the client is carried out on the scale of the inventor, the research and development ability of the client can be intuitively reflected, and the important client can be found.
Based on the fourth to eighth embodiments of the client type identification method based on the multidimensional portrait standard of the present invention, in a ninth embodiment of the client type identification method based on the multidimensional portrait standard of the present invention, the client type identification method based on the multidimensional portrait standard further includes:
and step S40, displaying the clients and/or the orders corresponding to the clients according to different display rules according to the client grades to which the clients belong.
In addition, to achieve the above object, the present invention further provides an intellectual property monitoring system, including: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program when executed by the processor implements the steps of the multi-dimensional representation standard based client type recognition method as described in any one of the above.
Since the technical solution of the intellectual property monitoring system of this embodiment at least includes all technical solutions of the above embodiment of the customer type identification method based on the multidimensional portrait standard, all technical effects of the above embodiment are at least achieved, and are not described in detail herein.
Through the above description of the embodiments, those skilled in the art will clearly understand that the method of the above embodiments can be implemented by software plus a necessary general hardware platform, and certainly can also be implemented by hardware, but in many cases, the former is a better implementation manner. Based on such understanding, the technical solution of the present invention may be embodied in the form of a software product, which is stored in a computer-readable storage medium (such as ROM/RAM, magnetic disk, optical disk) as described above, and includes several instructions for enabling a terminal device to enter the method according to the embodiments of the present invention.
In the description herein, references to the description of the term "an embodiment," "another embodiment," "other embodiments," or "first through Xth embodiments," etc., mean that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the invention. In this specification, the schematic representations of the terms used above do not necessarily refer to the same embodiment or example. Furthermore, the particular features, structures, materials, method steps, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.
It should be noted that, in this document, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or system that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or system. Without further limitation, an element defined by the phrase "comprising an … …" does not exclude the presence of other like elements in a process, method, article, or system that comprises the element.
The above-mentioned serial numbers of the embodiments of the present invention are merely for description and do not represent the merits of the embodiments.
The above description is only a preferred embodiment of the present invention, and not intended to limit the scope of the present invention, and all modifications of equivalent structures and equivalent processes, which are made by using the contents of the present specification and the accompanying drawings, or directly or indirectly applied to other related technical fields, are included in the scope of the present invention.
Claims (10)
1. A client type identification method based on a multi-dimensional portrait standard is characterized by comprising the following steps:
acquiring customer data in an intellectual property customer monitoring system;
extracting basic customer information from the customer data and extracting historical order information from the customer data;
identifying the basic information of the customer and the historical order information according to a multi-dimensional portrait rule to obtain an identification result;
and determining the client type of each client according to the identification result.
2. The method for identifying client type based on multidimensional portrait standard as recited in claim 1, wherein the step of extracting client basic information from the client data comprises:
extracting at least one of a customer name, business nature, and business introduction from the customer data;
and/or
The step of extracting historical order information from the customer data comprises:
and extracting at least one of historical order forming times, historical order forming unit prices, historical order forming total prices, historical declared invention quantity, historical declared invention proportion, historical payment period and historical inventor information from the customer data.
3. The method for identifying customer type based on multidimensional portrait standard as recited in claim 2, wherein the step of identifying the customer basic information and the historical order information according to multidimensional portrait rules to obtain identification results comprises:
and identifying the basic information of the customers and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades.
4. The method for identifying client types based on multidimensional representation standards as claimed in claim 3, wherein the historical payment period comprises an agreed payment time and an actual payment time; the step of identifying the basic customer information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying the agreed payment time and the actual payment time for each order of the customer to determine the timekeeping of the customer's payment;
a first ranking parameter is determined for the customer based on the customer's pay-per-time status.
5. The method for identifying a customer type based on a multidimensional representation standard as claimed in claim 3, wherein the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to classify each customer into several customer grades with different grades comprises:
identifying the historical order count, the historical order price, and the historical order total for the customer to determine an order size for the customer;
determining a second level parameter for the customer based on the order size of the customer.
6. The method for identifying a customer type based on a multidimensional representation standard as claimed in claim 3, wherein the step of identifying the customer basic information and the historical order information according to the multidimensional representation rule to classify each customer into several customer grades with different grades comprises:
identifying the number of the historical declaration inventions and the occupation ratio of the historical declaration inventions of the customer so as to determine the intellectual property innovation level of the customer;
and determining a third grade parameter of the client according to the intellectual property innovation grade of the client.
7. A multi-dimensional portrait standard based client type recognition method as claimed in claim 3, wherein the historical inventor information includes historical inventor names; the step of identifying the basic customer information and the historical order information according to the multi-dimensional portrait rule so as to classify each customer into a plurality of customer grades with different grades comprises the following steps:
identifying historical inventor names of the clients, determining the number of the inventors of the clients and the signature times of each inventor, and determining the inventor scale of the clients;
and determining a fourth grade parameter of the client according to the inventor scale of the client.
8. The method for identifying customer types based on multidimensional portrait standards as claimed in claim 5, wherein the step of identifying the customer basic information and the historical order information according to the multidimensional portrait rule to classify each customer into several customer classes with different classes further comprises:
forming a follow-up image of each customer in an intellectual property customer monitoring system, wherein the follow-up image comprises a time coordinate axis and an amount coordinate axis;
displaying a change trend curve of the bill amount of each month in each year of the customer through the follow-up image;
acquiring a contractual agreement payment period of a client;
automatically calculating the intellectual property declaration hot spot time of the client according to the change trend curve of the bill amount of each month in each year and the contract agreed payment period;
and sending a prompt to user personnel before the reported hotspot time arrives.
9. The method for identifying client types based on multi-dimensional portrait standards according to any claim 3 to 8, further comprising:
and displaying the customers and/or orders corresponding to the customers according to different display rules according to the customer grades of the customers.
10. An intellectual property monitoring system, comprising: a memory, a processor, and a computer program stored on the memory and executable on the processor; the computer program when executed by the processor performs the steps of the method for client type recognition based on multi-dimensional representation standards as claimed in any one of claims 1 to 9.
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