CN113205408A - Customer manager capacity map generation method and device - Google Patents
Customer manager capacity map generation method and device Download PDFInfo
- Publication number
- CN113205408A CN113205408A CN202110593096.7A CN202110593096A CN113205408A CN 113205408 A CN113205408 A CN 113205408A CN 202110593096 A CN202110593096 A CN 202110593096A CN 113205408 A CN113205408 A CN 113205408A
- Authority
- CN
- China
- Prior art keywords
- index
- manager
- client
- customer
- score
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
- 238000000034 method Methods 0.000 title claims abstract description 48
- 238000011156 evaluation Methods 0.000 claims abstract description 99
- 238000007726 management method Methods 0.000 claims description 22
- 230000015654 memory Effects 0.000 claims description 19
- 238000004590 computer program Methods 0.000 claims description 12
- 230000006399 behavior Effects 0.000 claims description 11
- 230000000694 effects Effects 0.000 claims description 6
- 230000003993 interaction Effects 0.000 claims description 6
- 238000004364 calculation method Methods 0.000 claims description 3
- 230000009286 beneficial effect Effects 0.000 abstract description 3
- 238000010586 diagram Methods 0.000 description 5
- 238000012545 processing Methods 0.000 description 5
- 230000008569 process Effects 0.000 description 4
- 238000004140 cleaning Methods 0.000 description 3
- 230000002159 abnormal effect Effects 0.000 description 2
- 238000004891 communication Methods 0.000 description 2
- 230000006870 function Effects 0.000 description 2
- 238000012986 modification Methods 0.000 description 2
- 230000004048 modification Effects 0.000 description 2
- 230000003287 optical effect Effects 0.000 description 2
- 239000007787 solid Substances 0.000 description 2
- 238000012546 transfer Methods 0.000 description 2
- 238000004458 analytical method Methods 0.000 description 1
- 238000003491 array Methods 0.000 description 1
- 238000004422 calculation algorithm Methods 0.000 description 1
- 238000006243 chemical reaction Methods 0.000 description 1
- 238000011161 development Methods 0.000 description 1
- 230000006872 improvement Effects 0.000 description 1
- 238000010295 mobile communication Methods 0.000 description 1
- 238000012216 screening Methods 0.000 description 1
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/02—Banking, e.g. interest calculation or account maintenance
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/21—Design, administration or maintenance of databases
- G06F16/215—Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/26—Visual data mining; Browsing structured data
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
- G06Q10/06393—Score-carding, benchmarking or key performance indicator [KPI] analysis
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
- G06Q30/012—Providing warranty services
Landscapes
- Engineering & Computer Science (AREA)
- Business, Economics & Management (AREA)
- Theoretical Computer Science (AREA)
- Human Resources & Organizations (AREA)
- Physics & Mathematics (AREA)
- General Physics & Mathematics (AREA)
- Databases & Information Systems (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Development Economics (AREA)
- Finance (AREA)
- Marketing (AREA)
- Accounting & Taxation (AREA)
- General Business, Economics & Management (AREA)
- Entrepreneurship & Innovation (AREA)
- Quality & Reliability (AREA)
- Educational Administration (AREA)
- Data Mining & Analysis (AREA)
- General Engineering & Computer Science (AREA)
- Tourism & Hospitality (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Technology Law (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention discloses a method and a device for generating a customer manager capacity map, which can be used in the financial field or other technical fields, wherein the method comprises the following steps: respectively acquiring basic data of each customer manager in a preset assessment period, wherein the basic data comprises: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients; and respectively calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index; respectively determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager; and respectively generating the capacity map of each customer manager in the assessment period according to the index map scores. The invention realizes the beneficial effect of objectively and comprehensively examining the client manager.
Description
Technical Field
The invention relates to the technical field of data processing, in particular to a method and a device for generating a customer manager capacity map.
Background
Currently, for the evaluation or assessment of a client manager in a bank system, the performance of the client manager is assessed based on the ability of the client manager to absorb deposit, such as the simple assessment of the deposit amount of the client manager at the end of a month, a quarter or a year. The existing assessment scheme has certain disadvantages, on one hand, the comprehensive capacity of a customer manager is difficult to assess, the daily work of the customer manager is not only simple deposit pulling, and on the other hand, the work content and the work capacity are difficult to assess; on the other hand, the assessment nodes have assessment holes, for example, the assessment nodes can cater for assessment by temporarily transferring a large amount of deposits at the end of a month, at the end of a quarter or at the end of a year, and then transfer out after the assessment is finished. Therefore, the prior art lacks a more objective and comprehensive assessment method for the customer manager.
Disclosure of Invention
The invention provides a method and a device for generating a customer manager capacity map, which aim to solve the technical problems in the background art.
In order to achieve the above object, according to an aspect of the present invention, there is provided a customer manager capacity map generating method, the method including:
respectively acquiring basic data of each customer manager in a preset assessment period, wherein the basic data comprises: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients;
and respectively calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index;
respectively determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager;
and respectively generating the ability maps of each customer manager in the assessment period according to the index map scores.
Optionally, the determining, according to the index value of the evaluation index corresponding to each customer manager, the index map score of each customer manager on each evaluation index specifically includes:
sorting the index values of all the customer managers according to the sequence from top to bottom aiming at each evaluation index;
setting the index map score corresponding to the client manager with the first ranking proportion on each evaluation index in the ranking of the evaluation indexes as a preset highest score;
setting the index map score corresponding to the client manager with the second proportion on the evaluation index after ranking in the ranking of each evaluation index as a preset lowest score;
and aiming at each evaluation index, according to the index value corresponding to the demarcation point of the first proportion before ranking, the index value corresponding to the demarcation point of the second proportion after ranking, the preset highest score and the preset lowest score in the ranking, determining the index map score of other client managers on the evaluation index except the index map score of the preset lowest score and the preset highest score.
In order to achieve the above object, according to another aspect of the present invention, there is provided a customer manager ability map generating apparatus including:
the basic data acquisition module is used for respectively acquiring the respective basic data of each customer manager in a preset assessment period, wherein the basic data comprises: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients;
and the index value calculation module is used for calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index;
the index map score determining module is used for determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager;
and the capacity map generation module is used for respectively generating the capacity map of each customer manager in the assessment period according to the index map scores.
Optionally, the index map score determining module specifically includes:
the ranking unit is used for ranking the index values of all the client managers according to the sequence from top to bottom aiming at each evaluation index;
the top score setting unit is used for setting the index map score corresponding to the client manager with the first ranking proportion on the evaluation index in the ranking of each evaluation index as a preset top score;
the lowest score setting unit is used for setting the index map score corresponding to the client manager with the second proportion on the evaluation index after ranking in the ranking of each evaluation index as a preset lowest score;
and the middle score setting unit is used for determining the index map scores of other client managers on the evaluation indexes except the index map score which is the preset lowest score and the preset highest score according to the index values corresponding to the demarcation points of the first proportion before the ranking, the index values corresponding to the demarcation points of the second proportion after the ranking, the preset highest score and the preset lowest score in the ranking aiming at each evaluation index.
To achieve the above object, according to another aspect of the present invention, there is also provided a computer device including a memory, a processor, and a computer program stored on the memory and executable on the processor, the processor implementing the steps in the client manager capability map generation method when executing the computer program.
In order to achieve the above object, according to another aspect of the present invention, there is also provided a computer-readable storage medium storing a computer program which, when executed in a computer processor, implements the steps in the above-described customer manager capability map generation method.
The invention has the beneficial effects that: the invention calculates the index values of various evaluation indexes corresponding to each customer manager, wherein the evaluation indexes comprise: the system comprises a client manager, a system manager, a client manager, a client management system and a client management system, wherein the client manager comprises a client management system, a client management system and a client management system, the client management system comprises a client management system, the client management system and the client management system, the client management system comprises a client management ability index, a client ability index, a revenue generating ability index, a fund absorbing ability index and an execution ability index, the client management system further determines each index map score of each client manager on each evaluation index according to the index value of each evaluation index corresponding to each client manager, and finally generates a capability map of the client manager according to the index map score, so that the client manager is objectively and comprehensively assessed, and the technical problems that assessment of the client manager is not comprehensive and assessment holes exist in the prior art are solved.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly introduced below, and it is obvious that the drawings in the following description are some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to these drawings without creative efforts. In the drawings:
FIG. 1 is a flow chart of a customer manager capacity map generation method according to an embodiment of the present invention;
FIG. 2 is a flow chart of determining an index profile score according to an embodiment of the present invention;
FIG. 3 is a block diagram of a customer manager capability map generation apparatus according to an embodiment of the present invention;
FIG. 4 is a block diagram of an index map score determination module according to an embodiment of the present invention;
FIG. 5 is a schematic diagram of a computer apparatus according to an embodiment of the present invention.
Detailed Description
In order to make the technical solutions of the present invention better understood, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
As will be appreciated by one skilled in the art, embodiments of the present invention may be provided as a method, system, or computer program product. Accordingly, the present invention may take the form of an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects. Furthermore, the present invention may take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, and the like) having computer-usable program code embodied therein.
It should be noted that the terms "comprises" and "comprising," and any variations thereof, in the description and claims of the present invention and the above-described drawings, are intended to cover a non-exclusive inclusion, such that a process, method, system, article, or apparatus that comprises a list of steps or elements is not necessarily limited to those steps or elements expressly listed, but may include other steps or elements not expressly listed or inherent to such process, method, article, or apparatus.
It should be noted that the embodiments and features of the embodiments may be combined with each other without conflict. The present invention will be described in detail below with reference to the embodiments with reference to the attached drawings.
It should be noted that the customer manager ability map generation method of the present invention can be applied to the financial field, and can also be applied to other technical fields.
According to the daily work data of the client manager in the bank system, the comprehensive ability of the client manager is evaluated in all aspects such as the ability of the client manager to manage users, the ability of living customers, the ability of creating income, the ability of absorbing money, the ability of executing money and the like through processing and analysis, the comprehensive ability of the client manager is evaluated in all aspects, the assessment of the client manager is more objective and balanced, the assessment loophole that the deposit is temporarily transferred through the assessment node is solved, in addition, the advantages and disadvantages of each client manager can be visually assessed, and the comprehensive ability can be used as guidance or reference for the post adjustment or shift of the client manager.
Fig. 1 is a flowchart of a customer manager ability graph generation method according to an embodiment of the present invention, and as shown in fig. 1, the customer manager ability graph generation method according to the embodiment includes steps S101 to S104.
Step S101, respectively obtaining basic data of each customer manager in a preset assessment period, wherein the basic data comprises: data of number of custody, data of deposit of custody, and data of historical behavior of interaction with customers.
In an embodiment of the present invention, after the basic data is obtained, the step further needs to perform data cleaning, conversion and derivative processing, and finally stores the processed basic data. In the invention, the data in the basic data has the problems of empty key fields, abnormal values, data formats, single values and the like, so that data cleaning is required. For example, adjusting data with inconsistent data formats and cleaning records with null key fields such as abnormal values, customer numbers, customer manager numbers, marketing codes and the like.
In one embodiment of the present invention, the management amount data may include: the total number of the managed clients, the number (proportion) of the familiar clients in the managed clients and the like.
In one embodiment of the invention, the custody deposit data may include: the deposit amount of the client of the manager, the familiarity of the client of the manager and the like.
In one embodiment of the invention, the historical behavior data of the interaction with the customer may include: the method comprises the following steps that a customer manager contacts information such as the number of customers (telephone, short message and e-bank), the percentage of customers (telephone, short message and e-bank), the interaction condition of product purchase input of the customer manager, the condition of asset configuration recommendation of the customer manager, and the like.
Step S102, respectively calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: the system comprises a management ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index.
And step S103, respectively determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager.
And step S104, respectively generating the ability maps of each customer manager in the assessment period according to the index map scores.
In an embodiment of the present invention, the ability map is used for displaying the scores of the index maps of the five ability indexes, and the display may be in the form of a histogram or the like. In a particular embodiment of the invention, the capability map may be in the form of a radar map.
Therefore, the invention evaluates the abilities in various aspects such as the ability of the client to manage the user, the ability to live the guest, the ability to create income, the ability to absorb money, the ability to execute and the like, realizes the beneficial effect of objectively and comprehensively examining the client manager, and solves the technical problems of incomplete examination and examination holes existing in the prior art for examining the client manager.
In one embodiment of the invention, the ability map of the customer manager can be used for evaluating the customer manager, and is convenient for screening and selecting the customer manager.
In one embodiment of the invention, the capacity map of the customer manager can be used for determining the weak links of each customer manager so as to help the customer manager to improve the weak links.
In an embodiment of the present invention, the method for generating a customer manager capacity map further includes:
acquiring capability map query information sent by a user terminal, wherein the capability map query information comprises identification information of a query target customer manager;
and searching the capacity maps corresponding to the identification information of the target customer manager from the capacity maps of all the customer managers, and sending the searched capacity maps to the user terminal.
Fig. 2 is a flowchart of determining an index map score according to an embodiment of the present invention, and as shown in fig. 2, in an embodiment of the present invention, the step S103 of determining an index map score of each customer manager on each of the evaluation indexes specifically includes steps S201 to S204.
Step S201, sorting the index values of all the customer managers according to the sequence from top to bottom aiming at each evaluation index.
Step S202, setting the index map score corresponding to the first-ranked client manager on the evaluation index in the ranking of each evaluation index as a preset highest score.
In one embodiment of the present invention, the highest score of the index map score of each evaluation index is set to 100. The first proportion may range from 5% to 20%.
Step S203, setting the index map score corresponding to the client manager with the second proportion on the evaluation index in the ranking of each evaluation index as a preset lowest score.
In a specific embodiment of the present invention, the second ratio may range from 5% to 20%, and the preset minimum score may be 0 or 20.
Step S204, aiming at each evaluation index, according to the index value corresponding to the demarcation point of the first proportion before ranking, the index value corresponding to the demarcation point of the second proportion after ranking, the preset highest score and the preset lowest score in the ranking, determining the index map score of other client managers on the evaluation index except the index map score which is the preset lowest score and the preset highest score.
Specifically, the index map score of the other customer managers in this step on the evaluation index may be calculated by the following formula:
p ═ ((a-Min) ÷ (Max-Min) × 0.8+0.2) × full-scale
And P is the index map score of the client manager on the evaluation index, A is the index value of the client manager on the evaluation index, Max is the index value corresponding to the demarcation point of the first proportion before ranking in the ranking, and Min is the index value corresponding to the demarcation point of the second proportion after ranking.
In a specific embodiment of the invention, the full score of the index map score of each evaluation index is set as 100; if a plurality of subentries exist under the ability item, the full score of the subentries is converted according to the weight of the subentries. When the index map score of each evaluation index is calculated, each evaluation index is ranked according to the sequence of all rows from top to bottom, then the client manager 10% before the index ranking is assigned with a full score (the 10% dividing point is Max at the same time), the client manager 10% after the index ranking is assigned with a 20% score (the 10% dividing point is Min at the same time), and the index map scores of the rest client managers are ((A-Min) ÷ (Max-Min) × 0.8+0.2) × full score, wherein A is the index value of the evaluation index of the client manager.
Particularly, when calculating the index map score of the customer capacity index, all the customer managers with customer maturity rate not lower than 80% need to be listed (when the customer maturity rate is not less than 80%, the capacity item is full of scores), and then the rest customer managers are calculated by the method.
In one embodiment of the present invention, the management amount data includes: the total number of clients in the end of the assessment period and the total number of familiar clients in the end of the assessment period.
The step S102 of calculating index values of multiple evaluation indexes corresponding to each customer manager according to the basic data includes:
and calculating the rate of the familiarity clients of the end-of-assessment users corresponding to each client manager according to the total number of the end-of-assessment-user clients corresponding to each client manager and the total number of the familiarity clients of the end-of-assessment-user, and taking the rate of the familiarity clients of the end-of-assessment-user as the index value of the ability index of the user.
In one embodiment of the invention, the end-of-assessment manager is the rate of end-of-assessment manager familiar clients/total number of end-of-assessment manager clients.
In an embodiment of the present invention, the data of the number of users further includes: the assessment initial administrator is familiar with the customer ratios.
The step S102 of calculating index values of multiple evaluation indexes corresponding to each customer manager according to the basic data includes:
and calculating the familiar client proportion increment corresponding to each client manager according to the familiar client ratio of the assessment period initial manager and the familiar client ratio of the assessment period end manager corresponding to each client manager, and taking the familiar client proportion increment as the index value of the living client capacity index.
In one embodiment of the invention, the familiar customer proportion increments are the assessment period end user familiar customer ratios-assessment period initial user familiar customer ratios.
In one embodiment of the present invention, the account deposit data includes: deposit data for the administrative customer, intermediate business revenue data for the administrative customer, and non-administrative customer intermediate business revenue data for the input of a customer manager marketing code.
The step S102 of calculating index values of multiple evaluation indexes corresponding to each customer manager according to the basic data includes:
and calculating the index value of the revenue-creating capability index corresponding to each client manager according to the deposit data of the client corresponding to each client manager, the intermediate business income data of the client corresponding to each client manager and the intermediate business income data of the client not corresponding to the marketing code of the client manager.
In one embodiment of the present invention, the account deposit data includes: the total financial assets of each user at the end of the assessment period and the total financial assets of each user at the beginning of the assessment period.
The step S102 of calculating index values of multiple evaluation indexes corresponding to each customer manager according to the basic data includes:
and calculating the increment of the financial assets of each user corresponding to each client manager according to the financial asset total amount of each client of each user at the end of the assessment period and the financial asset total amount of each client of each user at the beginning of the assessment period, and taking the increment of the financial assets of each user as the index value of the money absorbing capacity index.
In one embodiment of the invention, the per-user financial asset increment is (total financial assets of each management client at the end of the assessment period-total financial assets of each management client at the beginning of the assessment period) ÷ number of management clients.
In one embodiment of the present invention, the historical behavior data of the interaction with the customer includes: the method comprises the following steps of covering ratio of the number of contact customers to the number of total management customers, the number of intelligent asset configuration executed for the customers in the assessment period, the number of asset planning suggestions made for the customers in the assessment period, the execution number of accurate marketing activities in the assessment period and marketing performance of policy specific products.
The step S102 of calculating index values of multiple evaluation indexes corresponding to each customer manager according to the basic data includes:
and calculating the index value of the execution capacity index corresponding to each client manager according to the coverage ratio of the number of the contact clients corresponding to each client manager to the total number of the management clients, the number of intelligent asset configuration executed for the client in the assessment period, the number of asset planning suggestions made for the client in the assessment period, the execution number of accurate marketing activities in the assessment period and the marketing performance of policy specific products.
According to the embodiment, in order to solve the one-sided problem of the existing work capacity and work performance assessment of the client manager, the daily marketing data of the client manager aiming at the client and the non-client in the assessment period and the historical behavior data of the interaction between the client manager and the client are extracted, the capacity score of the client manager is assessed by constructing a certain algorithm model, and the assessment result is displayed to a responsible person or an assessment department, so that the comprehensiveness and fairness of the assessment of the client manager are improved. The method has the following effects and advantages:
1. automatic scoring is achieved, manual access is omitted, and the assessment transparency and fairness are improved;
2. the comprehensive capacity of the customer manager is evaluated, the evaluation comprehensiveness is improved, and the comprehensive development of the customer manager is promoted;
3. the behavior of cheating examination through temporary transfer to the deposit at the end of the examination period is avoided.
It should be noted that the steps illustrated in the flowcharts of the figures may be performed in a computer system such as a set of computer-executable instructions and that, although a logical order is illustrated in the flowcharts, in some cases, the steps illustrated or described may be performed in an order different than presented herein.
Based on the same inventive concept, the embodiment of the present invention further provides a customer manager ability map generation apparatus, which can be used to implement the customer manager ability map generation method described in the foregoing embodiment, as described in the following embodiment. Because the principle of the customer manager ability map generation device for solving the problem is similar to the customer manager ability map generation method, the embodiment of the customer manager ability map generation device can refer to the embodiment of the customer manager ability map generation method, and repeated parts are not described again. As used hereinafter, the term "unit" or "module" may be a combination of software and/or hardware that implements a predetermined function. Although the means described in the embodiments below are preferably implemented in software, an implementation in hardware, or a combination of software and hardware is also possible and contemplated.
Fig. 3 is a block diagram of a structure of a customer manager ability map generation apparatus according to an embodiment of the present invention, and as shown in fig. 3, the customer manager ability map generation apparatus according to the embodiment of the present invention includes:
the basic data acquisition module 1 is configured to acquire respective basic data of each customer manager in a preset assessment period, where the basic data includes: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients;
an index value calculation module 2, configured to calculate, according to the basic data, index values of multiple evaluation indexes corresponding to each customer manager, where the evaluation indexes include: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index;
the index map score determining module 3 is configured to determine an index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager;
and the capacity map generation module 4 is used for respectively generating the capacity maps of each customer manager in the assessment period according to the index map scores.
Fig. 4 is a block diagram of a structure of an index map score determining module according to an embodiment of the present invention, as shown in fig. 4, in an embodiment of the present invention, the index map score determining module 3 specifically includes:
a sorting unit 301, configured to sort the index values of all the customer managers in a top-to-bottom order for each of the evaluation indexes;
a highest score setting unit 302, configured to set, as a preset highest score, an index map score, corresponding to the evaluation index, of the client manager ranked in the first proportion in the ranking of each evaluation index;
the lowest score setting unit 303 is configured to set, as a preset lowest score, an index map score corresponding to the ranked second-proportion client manager on the evaluation index in the ranking of each evaluation index;
and a middle score setting unit 304, configured to determine, for each evaluation index, an index map score of other client managers on the evaluation index except the index map score of the preset lowest score and the preset highest score according to the index value corresponding to the demarcation point at the first ratio before ranking, the index value corresponding to the demarcation point at the second ratio after ranking, the preset highest score, and the preset lowest score in the ranking.
To achieve the above object, according to another aspect of the present application, there is also provided a computer apparatus. As shown in fig. 5, the computer device comprises a memory, a processor, a communication interface and a communication bus, wherein a computer program that can be run on the processor is stored in the memory, and the steps of the method of the above embodiment are realized when the processor executes the computer program.
The processor may be a Central Processing Unit (CPU). The Processor may also be other general purpose processors, Digital Signal Processors (DSPs), Application Specific Integrated Circuits (ASICs), Field Programmable Gate Arrays (FPGAs) or other Programmable logic devices, discrete Gate or transistor logic devices, discrete hardware components, or a combination thereof.
The memory, which is a non-transitory computer readable storage medium, may be used to store non-transitory software programs, non-transitory computer executable programs, and units, such as the corresponding program units in the above-described method embodiments of the present invention. The processor executes various functional applications of the processor and the processing of the work data by executing the non-transitory software programs, instructions and modules stored in the memory, that is, the method in the above method embodiment is realized.
The memory may include a storage program area and a storage data area, wherein the storage program area may store an operating system, an application program required for at least one function; the storage data area may store data created by the processor, and the like. Further, the memory may include high speed random access memory, and may also include non-transitory memory, such as at least one disk storage device, flash memory device, or other non-transitory solid state storage device. In some embodiments, the memory optionally includes memory located remotely from the processor, and such remote memory may be coupled to the processor via a network. Examples of such networks include, but are not limited to, the internet, intranets, local area networks, mobile communication networks, and combinations thereof.
The one or more units are stored in the memory and when executed by the processor perform the method of the above embodiments.
The specific details of the computer device may be understood by referring to the corresponding related descriptions and effects in the above embodiments, and are not described herein again.
In order to achieve the above object, according to another aspect of the present application, there is also provided a computer-readable storage medium storing a computer program which, when executed in a computer processor, implements the steps in the above-described customer manager capability map generation method. It will be understood by those skilled in the art that all or part of the processes of the methods of the embodiments described above can be implemented by a computer program, which can be stored in a computer-readable storage medium, and when executed, can include the processes of the embodiments of the methods described above. The storage medium may be a magnetic Disk, an optical Disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a Flash Memory (Flash Memory), a Hard Disk (Hard Disk Drive, abbreviated as HDD) or a Solid State Drive (SSD), etc.; the storage medium may also comprise a combination of memories of the kind described above.
It will be apparent to those skilled in the art that the modules or steps of the present invention described above may be implemented by a general purpose computing device, they may be centralized on a single computing device or distributed across a network of multiple computing devices, and they may alternatively be implemented by program code executable by a computing device, such that they may be stored in a storage device and executed by a computing device, or fabricated separately as individual integrated circuit modules, or fabricated as a single integrated circuit module from multiple modules or steps. Thus, the present invention is not limited to any specific combination of hardware and software.
The above description is only a preferred embodiment of the present invention and is not intended to limit the present invention, and various modifications and changes may be made by those skilled in the art. Any modification, equivalent replacement, or improvement made within the spirit and principle of the present invention should be included in the protection scope of the present invention.
Claims (11)
1. A customer manager ability map generation method is characterized by comprising the following steps:
respectively acquiring basic data of each customer manager in a preset assessment period, wherein the basic data comprises: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients;
and respectively calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index;
respectively determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager;
and respectively generating the ability maps of each customer manager in the assessment period according to the index map scores.
2. The method according to claim 1, wherein the determining an index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager specifically comprises:
sorting the index values of all the customer managers according to the sequence from top to bottom aiming at each evaluation index;
setting the index map score corresponding to the client manager with the first ranking proportion on each evaluation index in the ranking of the evaluation indexes as a preset highest score;
setting the index map score corresponding to the client manager with the second proportion on the evaluation index after ranking in the ranking of each evaluation index as a preset lowest score;
and aiming at each evaluation index, according to the index value corresponding to the demarcation point of the first proportion before ranking, the index value corresponding to the demarcation point of the second proportion after ranking, the preset highest score and the preset lowest score in the ranking, determining the index map score of other client managers on the evaluation index except the index map score of the preset lowest score and the preset highest score.
3. The customer manager capacity map generation method of claim 1, wherein the customer quantity data comprises: the total number of the clients of the end of the assessment period and the total number of the familiar clients of the end of the assessment period;
the calculating the index values of the various evaluation indexes corresponding to each customer manager according to the basic data respectively comprises the following steps:
and calculating the rate of the familiarity clients of the end-of-assessment users corresponding to each client manager according to the total number of the end-of-assessment-user clients corresponding to each client manager and the total number of the familiarity clients of the end-of-assessment-user, and taking the rate of the familiarity clients of the end-of-assessment-user as the index value of the ability index of the user.
4. The customer manager capacity map generation method of claim 3, wherein the customer quantity data further comprises: the assessment initial manager is familiar with the customer ratio;
the calculating the index values of the various evaluation indexes corresponding to each customer manager according to the basic data respectively comprises the following steps:
and calculating the familiar client proportion increment corresponding to each client manager according to the familiar client ratio of the assessment period initial manager and the familiar client ratio of the assessment period end manager corresponding to each client manager, and taking the familiar client proportion increment as the index value of the living client capacity index.
5. The customer manager capacity map generation method of claim 1, wherein the account deposit data comprises: deposit data of the administrative client, intermediate business income data of the administrative client and intermediate business income data of the non-administrative client for inputting marketing codes of the client manager;
the calculating the index values of the various evaluation indexes corresponding to each customer manager according to the basic data respectively comprises the following steps:
and calculating the index value of the revenue-creating capability index corresponding to each client manager according to the deposit data of the client corresponding to each client manager, the intermediate business income data of the client corresponding to each client manager and the intermediate business income data of the client not corresponding to the marketing code of the client manager.
6. The customer manager capacity map generation method of claim 1, wherein the account deposit data comprises: the financial asset total amount of each user at the end of the assessment period and the financial asset total amount of each user at the beginning of the assessment period;
the calculating the index values of the various evaluation indexes corresponding to each customer manager according to the basic data respectively comprises the following steps:
and calculating the increment of the financial assets of each user corresponding to each client manager according to the financial asset total amount of each client of each user at the end of the assessment period and the financial asset total amount of each client of each user at the beginning of the assessment period, and taking the increment of the financial assets of each user as the index value of the money absorbing capacity index.
7. The customer manager capacity map generation method of claim 1, wherein the interaction with the customer historical behavior data comprises: the method comprises the following steps of (1) comparing the coverage rate of the number of contact customers to the number of total management customers, executing the intelligent asset configuration quantity for the customers in the assessment period, making asset planning suggestions for the customers in the assessment period, executing the accurate marketing activities quantity in the assessment period and marketing performance of policy specific products;
the calculating the index values of the various evaluation indexes corresponding to each customer manager according to the basic data respectively comprises the following steps:
and calculating the index value of the execution capacity index corresponding to each client manager according to the coverage ratio of the number of the contact clients corresponding to each client manager to the total number of the management clients, the number of intelligent asset configuration executed for the client in the assessment period, the number of asset planning suggestions made for the client in the assessment period, the execution number of accurate marketing activities in the assessment period and the marketing performance of policy specific products.
8. A customer manager capacity map generating apparatus, comprising:
the basic data acquisition module is used for respectively acquiring the respective basic data of each customer manager in a preset assessment period, wherein the basic data comprises: the system comprises account quantity data, account deposit data and historical behavior data interacted with clients;
and the index value calculation module is used for calculating index values of various evaluation indexes corresponding to each customer manager according to the basic data, wherein the evaluation indexes comprise: an administrator ability index, a living customer ability index, a revenue generating ability index, a money absorbing ability index and an execution ability index;
the index map score determining module is used for determining the index map score of each customer manager on each evaluation index according to the index value of the evaluation index corresponding to each customer manager;
and the capacity map generation module is used for respectively generating the capacity map of each customer manager in the assessment period according to the index map scores.
9. The customer manager ability map generation apparatus according to claim 8, wherein the index map score determination module specifically includes:
the ranking unit is used for ranking the index values of all the client managers according to the sequence from top to bottom aiming at each evaluation index;
the top score setting unit is used for setting the index map score corresponding to the client manager with the first ranking proportion on the evaluation index in the ranking of each evaluation index as a preset top score;
the lowest score setting unit is used for setting the index map score corresponding to the client manager with the second proportion on the evaluation index after ranking in the ranking of each evaluation index as a preset lowest score;
and the middle score setting unit is used for determining the index map scores of other client managers on the evaluation indexes except the index map score which is the preset lowest score and the preset highest score according to the index values corresponding to the demarcation points of the first proportion before the ranking, the index values corresponding to the demarcation points of the second proportion after the ranking, the preset highest score and the preset lowest score in the ranking aiming at each evaluation index.
10. A computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the processor implements the method of any of claims 1 to 7 when executing the computer program.
11. A computer-readable storage medium, in which a computer program is stored which, when executed in a computer processor, implements the method of any one of claims 1 to 7.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202110593096.7A CN113205408A (en) | 2021-05-28 | 2021-05-28 | Customer manager capacity map generation method and device |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202110593096.7A CN113205408A (en) | 2021-05-28 | 2021-05-28 | Customer manager capacity map generation method and device |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN113205408A true CN113205408A (en) | 2021-08-03 |
Family
ID=77023567
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202110593096.7A Pending CN113205408A (en) | 2021-05-28 | 2021-05-28 | Customer manager capacity map generation method and device |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN113205408A (en) |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114742435A (en) * | 2022-04-24 | 2022-07-12 | 中国工商银行股份有限公司 | Data processing method and device, processor and electronic equipment |
| CN116227958A (en) * | 2022-11-24 | 2023-06-06 | 北京汇成基金销售有限公司 | Method and system for dynamically and quantitatively evaluating offset fund manager based on holding bin and net value |
Citations (10)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102004962A (en) * | 2010-12-01 | 2011-04-06 | 福州维胜信息技术有限公司 | Method for realizing intelligent collation on personal comprehensive performance for appraisal |
| CN106709652A (en) * | 2016-12-27 | 2017-05-24 | 中国建设银行股份有限公司 | Multi-dimensional metering system and method for employee performances |
| CN107705207A (en) * | 2017-11-07 | 2018-02-16 | 广发证券股份有限公司 | Method, apparatus, equipment and the computer-readable storage medium that customer value is assessed |
| CN107730083A (en) * | 2017-09-18 | 2018-02-23 | 上海量明科技发展有限公司 | The ability quantization method and device of object |
| CN109559042A (en) * | 2018-11-30 | 2019-04-02 | 厦门多快好省网络科技有限公司 | A kind of fund manager's scoring algorithm based on multidimensional index regression analysis |
| CN110163534A (en) * | 2019-06-04 | 2019-08-23 | 中铁四局集团有限公司城市轨道交通工程分公司 | A kind of Project Manager of Construction Enterprise performance appraisal method |
| CN110929974A (en) * | 2019-05-15 | 2020-03-27 | 国网浙江省电力有限公司电力科学研究院 | Power innovation talent capability assessment method based on big data model |
| CN111080241A (en) * | 2019-12-04 | 2020-04-28 | 贵州非你莫属人才大数据有限公司 | Internet platform-based data-based talent management analysis system |
| CN111429255A (en) * | 2020-03-19 | 2020-07-17 | 中国建设银行股份有限公司 | Risk assessment method, device, equipment and storage medium |
| CN111967836A (en) * | 2020-06-11 | 2020-11-20 | 甘肃和润智信企业管理咨询有限公司 | Generation method of talent 'holographic digital portrait' and application thereof |
-
2021
- 2021-05-28 CN CN202110593096.7A patent/CN113205408A/en active Pending
Patent Citations (10)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102004962A (en) * | 2010-12-01 | 2011-04-06 | 福州维胜信息技术有限公司 | Method for realizing intelligent collation on personal comprehensive performance for appraisal |
| CN106709652A (en) * | 2016-12-27 | 2017-05-24 | 中国建设银行股份有限公司 | Multi-dimensional metering system and method for employee performances |
| CN107730083A (en) * | 2017-09-18 | 2018-02-23 | 上海量明科技发展有限公司 | The ability quantization method and device of object |
| CN107705207A (en) * | 2017-11-07 | 2018-02-16 | 广发证券股份有限公司 | Method, apparatus, equipment and the computer-readable storage medium that customer value is assessed |
| CN109559042A (en) * | 2018-11-30 | 2019-04-02 | 厦门多快好省网络科技有限公司 | A kind of fund manager's scoring algorithm based on multidimensional index regression analysis |
| CN110929974A (en) * | 2019-05-15 | 2020-03-27 | 国网浙江省电力有限公司电力科学研究院 | Power innovation talent capability assessment method based on big data model |
| CN110163534A (en) * | 2019-06-04 | 2019-08-23 | 中铁四局集团有限公司城市轨道交通工程分公司 | A kind of Project Manager of Construction Enterprise performance appraisal method |
| CN111080241A (en) * | 2019-12-04 | 2020-04-28 | 贵州非你莫属人才大数据有限公司 | Internet platform-based data-based talent management analysis system |
| CN111429255A (en) * | 2020-03-19 | 2020-07-17 | 中国建设银行股份有限公司 | Risk assessment method, device, equipment and storage medium |
| CN111967836A (en) * | 2020-06-11 | 2020-11-20 | 甘肃和润智信企业管理咨询有限公司 | Generation method of talent 'holographic digital portrait' and application thereof |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN114742435A (en) * | 2022-04-24 | 2022-07-12 | 中国工商银行股份有限公司 | Data processing method and device, processor and electronic equipment |
| CN116227958A (en) * | 2022-11-24 | 2023-06-06 | 北京汇成基金销售有限公司 | Method and system for dynamically and quantitatively evaluating offset fund manager based on holding bin and net value |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| Thorsrud | Nowcasting using news topics. Big Data versus big bank | |
| CN108133418A (en) | Real-time credit risk management system | |
| CN111797928A (en) | Method and system for generating combined features of machine learning samples | |
| CN110532351B (en) | Recommendation word display method, device and equipment and computer readable storage medium | |
| CN103412918A (en) | Quality of service (QoS) and reputation based method for evaluating service trust levels | |
| CN107330464A (en) | Data processing method and device | |
| CN113205408A (en) | Customer manager capacity map generation method and device | |
| CN111340380B (en) | Client resource allocation method, device and storage medium | |
| Brennan et al. | Exploring data value assessment: a survey method and investigation of the perceived relative importance of data value dimensions | |
| CN111581516A (en) | Investment product recommendation method and related device | |
| CN114091960A (en) | Service intelligent dispatching matching method, device, server and storage medium | |
| CN111783893A (en) | Method and system for generating combined features of machine learning samples | |
| Kornevs et al. | Cloud computing evaluation based on financial metrics | |
| Sachdeva et al. | Selecting appropriate cloud solution for managing big data projects using hybrid AHP-entropy based assessment | |
| CN113642923A (en) | Bad asset pack value evaluation method based on historical collection urging data | |
| CN117668373B (en) | Cascade label recommendation method and device, electronic equipment and storage medium | |
| CN114969528A (en) | User portrait and learning path recommendation method, device and equipment based on capability evaluation | |
| CN111160718A (en) | Method, device and system for configuring asset with customizable strategy and server | |
| CN107093092A (en) | Data analysing method and device | |
| CN109410029A (en) | A kind of anti-fraud investigation method and system towards financial field | |
| CN108985595A (en) | The move transaction service evaluation method and device mutually commented based on counterparty | |
| CN112950350A (en) | Loan product recommendation method and system based on machine learning | |
| Chan et al. | A dynamic model of taxation, corruption, and public investment in the dynastic cycle: The case of Imperial China | |
| CN107844874A (en) | Enterprise operation problem analysis system and its method | |
| CN111738754A (en) | Object recommendation method and device, storage medium and computer equipment |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination |