CN114971890A - Channel-based multi-rule automatic order dispatching method, device, equipment and medium - Google Patents
Channel-based multi-rule automatic order dispatching method, device, equipment and medium Download PDFInfo
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Abstract
The invention relates to the technical field of internet finance, and provides a channel-based multi-rule automatic order dispatching method, device, equipment and medium. The method comprises the steps that rule configuration parameters are obtained through a rule configuration page, and the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule; automatically selecting a corresponding order data source from an order data source set according to the product name, the file inlet channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data; automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule; and automatically allocating the retrieved mortgage credit order data to order receiving roles configured in the scheduling rule according to the scheduling rule. The invention supports the rule configuration from the incoming channel, role and order state through the allocation of the order dispatching logic in all channels, thereby increasing the flexibility of the order dispatching task.
Description
Technical Field
The invention relates to the technical field of internet finance, in particular to a channel-based multi-rule automatic order dispatching method, device, equipment and medium.
Background
In the house loan settlement business process, a series of processes such as next household scheduling, scheduling review, information collection and the like are provided, and the purpose is to obtain accurate information through investigation and to carry out pre-check on wind control so as to avoid the situation that the money amount released is damaged due to inaccurate information.
In this scenario, the existing room loan order dispatching system supports a mode that a client manager enters a work and makes the client manager perform investigation, which leads to unclear division of work of the client manager, and one allocation can be completed in one time in the allocation process.
Disclosure of Invention
In view of the above drawbacks of the prior art, an object of the present invention is to provide a channel-based multi-rule automated order dispatching method, device, apparatus and medium, which are used to solve the technical problems of unclear flow nodes and poor flexibility of task allocation rules in the existing room loan order dispatching system.
In a first aspect, a channel-based multi-rule automatic order dispatching method is provided, including:
responding to the rule configuration request, and displaying a rule configuration page;
acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule;
automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching;
automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source;
and automatically allocating the retrieved mortgage credit order data to order receiving roles configured in the scheduling rule according to the scheduling rule.
In a second aspect, a channel-based multi-rule automatic order dispatching device is provided, which includes:
the configuration page display module is used for responding to the rule configuration request so as to display a rule configuration page;
the configuration parameter acquisition module is used for acquiring rule configuration parameters through the rule configuration page, and the rule configuration parameters comprise product names, incoming channel, order states, order taking rules and order dispatching rules;
the data source selection module is used for automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching;
the order data fetching module is used for automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order in each loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source;
and the order data dispatching module is used for automatically dispatching the retrieved mortgage credit order data to the order receiving role configured in the order rule according to the order rule.
In a third aspect, an electronic device is provided, which includes a memory, a processor, and a computer program stored in the memory and executable on the processor, and when the processor executes the computer program, the step of the channel-based multi-rule automatic policy assignment method is implemented.
In a fourth aspect, a computer-readable storage medium is provided, in which a computer program is stored, and the computer program, when executed by a processor, implements the steps of the above channel-based multi-rule automatic policy assignment method.
The channel-based multi-rule automatic order dispatching method, device, equipment and medium respond to the rule configuration request to display a rule configuration page; acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule; automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching; automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source; the collated mortgage order data taken out is automatically assigned to order receiving roles configured in the order rule according to the order rule.
Drawings
FIG. 1 is a schematic diagram of an application environment of the channel-based multi-rule automatic policy assignment method according to the present invention.
FIG. 2 is a flow chart of the channel-based multi-rule automatic order dispatching method of the present invention.
Fig. 3 shows a functional block diagram of the in-credit monitoring apparatus of the present invention.
FIG. 4 is a schematic structural diagram of an electronic device of the channel-based multi-rule automatic order dispatching method of the present invention.
Detailed Description
The embodiments of the present invention are described below with reference to specific embodiments, and other advantages and effects of the present invention will be easily understood by those skilled in the art from the disclosure of the present specification. The invention is capable of other and different embodiments and of being practiced or of being carried out in various ways, and its several details are capable of modification in various respects, all without departing from the spirit and scope of the present invention.
Please refer to fig. 1-4. It should be noted that the drawings provided in the present embodiment are only for illustrating the basic idea of the present invention, and the components related to the present invention are only shown in the drawings rather than drawn according to the number, shape and size of the components in actual implementation, and the type, quantity and proportion of the components in actual implementation may be changed freely, and the layout of the components may be more complicated.
The channel-based multi-rule automatic order dispatching method provided by the embodiment of the invention can be applied to an application environment shown in fig. 1, wherein an order system can receive mortgage loan order data received by different business personnel through different incoming channels, the house loan order data comprises information of a borrower name, an identity card number, a mobile phone number, an incoming area, a mortgage (such as a house) position, spouse information, employment information of a principal and a spouse, mortgage evaluation, a product name, an incoming channel, an order state, organizations belonging to a customer manager and a customer manager, and the like, and is respectively stored as different order data sources according to the product name, the incoming channel, the order state and the like, the order system pushes mortgage loan order data of different order data sources to the automatic order dispatching system through a workflow, the automatic order dispatching system receives the mortgage order data of different order data sources and stores the mortgage order data in the order data source set, and performing automated dispatching according to a preconfigured automated dispatching rule. Specifically, the automated dispatching system responds to a rule configuration request to display a rule configuration page; acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule; automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching; automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching the order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source; and automatically allocating the retrieved mortgage credit order data to order receiving roles configured in the scheduling rule according to the scheduling rule. The present invention is described in detail below with reference to specific examples.
Referring to fig. 2, fig. 2 is a schematic flow chart of a channel-based multi-rule automatic order assigning method according to an embodiment of the present invention, where the channel-based multi-rule automatic order assigning method according to the embodiment of the present invention includes the following steps:
s10: and responding to the rule configuration request to display a rule configuration page.
The automatic dispatching system is provided with a dispatching management interface used for carrying out automatic dispatching rule configuration, when the mortgage credit order data of a mortgage credit product needs to be dispatched automatically, a configurator can generate a rule configuration request through an operation button (such as an automatic dispatching button) of the dispatching management interface, the automatic dispatching system can respond to the rule configuration request to display a rule configuration page used for inputting rule configuration parameters, the rule configuration page can be composed of one or more configuration pages, and a plurality of information input windows used for the configurator to input the rule configuration parameters are preset in the rule configuration page. By way of example, the information input windows may include, for example, information input windows for inputting product names, incoming channels, order status, order taking rules, and order dispatching rules, each information input window corresponding to a unique indicia for storing and identifying corresponding rule configuration parameters. As an example, the rule configuration request may be generated, for example, by clicking on the dispatch management-automatic dispatch of the dispatch management interface in turn. As an example, the mortgage credit order data may be housing credit order data.
S20: and acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise a product name, a file inlet channel, an order state, a form taking rule and a form dispatching rule.
In the displayed rule configuration page, a configurator can input rule configuration parameters through an information input window of the rule configuration page according to the actual demand of the order. Specifically, for example, a product name, a feed channel, an order status, a order taking rule, and a order dispatching rule may be respectively input through the information input window.
Wherein the product name is used to define the name of a mortgage product, such as a house e loan product.
The parcel entering channel refers to an entry channel of mortgage credit order data, and by way of example, the parcel entering channel of the mortgage credit order data can be for example, an bank security system, a leap boss, a mobile phone bank and the like.
The order state comprises an order dispatching state and an order operation state, the order dispatching state refers to a state before order dispatching, the order operation state refers to a state after order dispatching is successful, the order dispatching state corresponds to the order operation state, and the order operation state of each order can be set according to a specific service scene.
It should be noted that the order handling state of each order includes a plurality of states, and the corresponding order handling state also includes a plurality of states; and the order handling state and the order operating state of each order are different according to different specific service scenes. As an example, the order form status may include, for example, a next household exhausted order form, an information collection order form, an authorized person final review order form, and a contract signing order form, and the corresponding order operation statuses include a next household exhausted order form, an information collection, an authorized person final review, and a contract signing, the next household exhausted order form corresponds to the next household exhausted order form, the exhausted order form corresponds to the exhausted order review, the information collection order form corresponds to the information collection, the authorized person final review order form corresponds to the authorized person final review, and the contract signing order form corresponds to the contract signing order form.
It should be noted that, because the automated order dispatching system receives and stores mortgage credit order data of different order data sources, each order data source includes a product name, an order channel, an order state, and other labels for distinguishing different order data sources, and the product name, the order channel, and the order state are configured in the automated order dispatching rule as conditions for screening the order data sources, so as to select a required order data source from multiple order data sources.
The order fetching rule is used for defining a rule for fetching the required mortgage credit order data from the selected order data source. By way of example, the order form rule may be defined, for example, as the same as the organization to which the order manager belongs.
The dispatch rule is used to define how to dispatch the retrieved mortgage credit order data to a user in the order taking role or in the order taking role. As an example, the dispatch rule may be defined, for example, as assigning the mortgage credit order data to a preset pick-up role in an in-line institution in the mortgage credit order data.
In a specific example, when a configurator inputs rule configuration parameters through the rule configuration page, the configurator firstly selects a preset product name and configuration dimensions through the rule configuration page, wherein the configuration dimensions define which dimensions the rule configuration is performed from, and the configuration dimensions comprise a delivery channel, an order dispatching state and an order operating state; judging whether the input product name is the same as the product name of the mortgage product which is subjected to regular configuration, avoiding repeated regular configuration on the same mortgage product, and popping up prompt information on a regular configuration page to prompt a configurator to reselect a new product name when judging that the input product name is the same as the product name of the mortgage product which is subjected to regular configuration; then, when the selected product name is judged to be different from the product name of the mortgage product which is subjected to regular configuration, the required workpiece inlet channel, the required order form dispatching state and the required order form operation state can be selected from the preset workpiece inlet channel list, the required order form dispatching state and the required order form operation state can be selected from the preset order form dispatching state list and the required order form operation state, the selected workpiece inlet channel, the required order form dispatching state and the required order form operation state are judged to be the same as the workpiece inlet channel, the required order form dispatching state and the required order form operation state of the mortgage product which is subjected to regular configuration, and when the judgment results are the same, prompt information pops up on the regular configuration page to prompt a configurator to reselect a new workpiece inlet channel, an order form dispatching state and an order form operation state; when the judgment results are different, continuing to configure a order taking rule and a order dispatching rule, and performing repeatability detection on the order taking rule and the order dispatching rule, and when the repeatability detection of the order taking rule and the order dispatching rule does not pass, popping up prompt information on a rule configuration page to prompt a configurator to reconfigure a new order taking rule and an order dispatching rule; and finally, when the repeatability detection of the order fetching rule and the order dispatching rule passes, generating an automatic order dispatching rule by using the acquired rule configuration parameters.
It should be noted that, when the automatic dispatch rule is generated according to the rule configuration parameters, the automatic dispatch rule may be generated according to a preset dispatch logic meeting specific application scenarios predefined during development of an automatic dispatch system.
It should be noted that, since the configuration personnel can implement multiple dimensions of configuration such as a delivery channel, a delivery mechanism, a role, an order state and the like through the rule configuration page, a complex service scenario of delivering orders can be simply and efficiently implemented through configuration.
And S30, automatically selecting a corresponding order data source from an order data source set according to the product name, the file-entering channel and the order state.
The automatic order dispatching system receives mortgage credit order data of different order data sources and stores the mortgage credit order data in the order data source set according to the order data sources, the order data sources comprise a plurality of mortgage credit order data, and the mortgage credit order data comprise order fetching labels required by order fetching. Each order data source comprises a product name, a piece inlet channel, an order state and other labels used for distinguishing different order data sources, and a required order data source can be automatically selected from a plurality of order data sources in an order data source set by taking the product name, the piece inlet channel and the order state selected in an automatic order dispatching rule as conditions for screening the order data sources. Specifically, when the order status includes an order form dispatching status and an order form operating status, selecting the corresponding mortgage credit order data source according to the product name, the incoming channel and the order form status includes selecting the corresponding mortgage credit order data source according to the product name, the incoming channel, the order form dispatching status and the order form operating status.
As an example, when the product name is house e loan product, the pickup channel is secure bank, the order form assignment state of the order form state is order placing with no order assignment, and the order operation state is order placing with no order assignment, the product name may be selected from a plurality of order data sources, the pickup channel is secure bank, the order form assignment state of the order form state is order placing with no order assignment, and the order operation state is the order data source corresponding to order placing with no order assignment.
S40: and automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule.
The mortgage loan order data already comprises a ticket fetching label required by ticket fetching when the piece is fed; therefore, when the mortgage credit order data meeting the order fetching rule are automatically fetched from the selected order data source according to the order fetching rule, the mortgage credit order data in the selected order data source can be extracted with the order fetching label required for fetching the mortgage credit order data respectively; then judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; and finally, fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source.
When the order fishing label is an organization to which the order feeding mechanism and the order feeding manager belong, and the order fishing rule is that the order feeding mechanism and the organization to which the order feeding manager belongs are the same, the mortgage credit order data meeting the order fishing rule are automatically fished from the selected order data source according to the order fishing rule, and the order feeding mechanism and the organization to which the order feeding manager belongs in each mortgage credit order data can be respectively extracted for each mortgage credit order data in the selected order data source; then judging whether a piece feeding mechanism in each piece of mortgage credit order data in the selected order data source is the same as an mechanism to which a piece feeding manager belongs; and finally, the mortgage credit order data of the same mechanism of the incoming part mechanism and the incoming part manager is obtained from the selected order data source.
And S50, automatically allocating the salvaged mortgage loan order data to the order receiving role configured in the dispatching rule according to the dispatching rule.
Specifically, the dispatch rule may be configured to dispatch the mortgage credit order data to a preset order receiving role in an order receiving mechanism in the mortgage credit order data, and when the mortgage credit order data fetched by the mortgage rule is dispatched to the order receiving role configured in the dispatch rule according to the dispatch rule, the order receiving mechanism may be first extracted from the salvaged mortgage credit order data; the mortgage credit order data is assigned to a predetermined order taking role in the incoming entity in the mortgage credit order data, for example, when the incoming entity in the mortgage credit order data is XX shanghai branches of bank, the mortgage credit order data may be assigned to a customer manager (order taking role) of XX shanghai branches of bank.
Each order receiving role generally corresponds to a plurality of users, whether the order sending mode is a random mode or a small quantity mode can be defined in the order sending rule, and when the collated mortgage credit order data taken out is distributed to the order receiving roles configured in the order sending rule according to the order sending rule, the collated mortgage credit order data taken out can be distributed to the users of the order receiving roles configured in the order sending rule in a random mode or a small quantity mode according to the order sending rule.
The method comprises the steps that the picked mortgage credit order data are distributed to users of order receiving roles configured in the order rule in a random mode, wherein after the mortgage credit order data are picked up, one mortgage credit order data is randomly selected from user account numbers of the order receiving roles to be distributed; the step of dispatching the retrieved mortgage credit order data to the users with order receiving roles configured in the order dispatching rule in a small-consumption mode comprises the following steps: after the mortgage credit order data are fished out, the unprocessed order quantity in each user account under the order taking role maintained in the system is called first, and then the fished mortgage credit order data are distributed to the user account with the least unprocessed order quantity under the order taking role.
It should be noted that, in the present embodiment, the mortgage credit order data that cannot be dispatched through the above-mentioned automated dispatch flow can be transferred to the manual dispatch pool and distributed by the manual dispatcher.
As can be seen, in the above solution, by responding to the rule configuration request, the rule configuration page is displayed; acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule; automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching; automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order in each loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source; and automatically allocating the retrieved mortgage credit order data to order receiving roles configured in the scheduling rule according to the scheduling rule. The dispatching logic is configured through the whole channel, the rule configuration from the incoming channel, the role and the order state is supported, and the flexibility of dispatching tasks is increased.
It should be noted that, the steps of the above methods are divided for clarity of description, and may be combined into one step or split some steps, and the steps are decomposed into multiple steps, so long as the steps include the same logical relationship, which is within the protection scope of the present patent; it is within the scope of the patent to add insignificant modifications to the algorithms or processes or to introduce insignificant design changes to the core design without changing the algorithms or processes.
Fig. 3 is a functional block diagram of a credit monitoring device according to an embodiment of the present invention. Referring to fig. 3, the in-credit monitoring apparatus is applied to an automatic order system, and the automatic order system obtains mortgage credit order data of different order data sources through an order system, and includes a configuration page display module 111, a configuration parameter obtaining module 112, a data source selecting module 113, an order data fetching module 114, and an order data dispatching module 115.
The configuration page display module 111 is configured to respond to the rule configuration request to display a rule configuration page.
The automatic dispatching system is provided with a dispatching management interface used for carrying out automatic dispatching rule configuration, when the mortgage credit order data of a mortgage credit product needs to be dispatched automatically, a configurator can generate a rule configuration request through an operation button (such as an automatic dispatching button) of the dispatching management interface, the automatic dispatching system can respond to the rule configuration request to display a rule configuration page used for inputting rule configuration parameters, the rule configuration page can be composed of one or more configuration pages, and a plurality of information input windows used for the configurator to input the rule configuration parameters are preset in the rule configuration page. By way of example, the information input windows may include, for example, information input windows for inputting product names, incoming channels, order status, order taking rules, and order dispatching rules, each information input window corresponding to a unique indicia for storing and identifying corresponding rule configuration parameters. As an example, the rule configuration request may be generated, for example, by clicking on the dispatch management-automatic dispatch of the dispatch management interface in turn. As an example, the mortgage credit order data may be housing credit order data.
A configuration parameter obtaining module 112, configured to obtain rule configuration parameters through the rule configuration page to generate the automatic order dispatching rule, where the rule configuration parameters include a product name, a pickup channel, an order state, an order taking rule, and an order dispatching rule.
In the displayed rule configuration page, a configurator can input rule configuration parameters through an information input window of the rule configuration page according to the actual demand of the order. Specifically, for example, a product name, a feed channel, an order status, a order taking rule, and a order dispatching rule may be respectively input through the information input window.
Wherein the product name is used to define the name of a mortgage product, such as a house e loan product.
The parcel entering channel refers to an entry channel of mortgage credit order data, and by way of example, the parcel entering channel of the mortgage credit order data can be for example, an bank security system, a leap boss, a mobile phone bank and the like.
The order state comprises an order dispatching state and an order operation state, the order dispatching state refers to a state before order dispatching, the order operation state refers to a state after order dispatching is successful, the order dispatching state corresponds to the order operation state, and the order operation state of each order can be set according to a specific service scene.
It should be noted that the order handling state of each order includes a plurality of states, and the corresponding order handling state also includes a plurality of states; and the order handling state and the order operating state of each order are different according to different specific service scenes. As an example, the order form status may include, for example, a next household exhausted order form, an information collection order form, an authorized person final review order form, and a contract signing order form, and the corresponding order operation statuses include a next household exhausted order form, an information collection, an authorized person final review, and a contract signing, the next household exhausted order form corresponds to the next household exhausted order form, the exhausted order form corresponds to the exhausted order review, the information collection order form corresponds to the information collection, the authorized person final review order form corresponds to the authorized person final review, and the contract signing order form corresponds to the contract signing order form.
It should be noted that, because the automated order dispatching system receives and stores mortgage credit order data of different order data sources, each order data source includes a product name, an order channel, an order state, and other labels for distinguishing different order data sources, and the product name, the order channel, and the order state are configured in the automated order dispatching rule as conditions for screening the order data sources, so as to select a required order data source from multiple order data sources.
The order fetching rule is used for defining a rule for fetching the required mortgage credit order data from the selected order data source. By way of example, the order form rule may be defined, for example, as the same as the organization to which the order manager belongs.
The dispatch rule defines how to dispatch the retrieved mortgage loan order data to a certain user in the order taking role or under the order taking role. As an example, the dispatch rule may be defined, for example, as a pre-set order-taking role in dispatching the mortgage credit order data to an in-feed organization in the mortgage credit order data.
In a specific example, when a configurator inputs rule configuration parameters through the rule configuration page, the configurator firstly selects a preset product name and configuration dimensions through the rule configuration page, wherein the configuration dimensions define which dimensions the rule configuration is performed from, and the configuration dimensions comprise a delivery channel, an order dispatching state and an order operating state; judging whether the input product name is the same as the product name of the mortgage product which is subjected to regular configuration, avoiding repeated regular configuration on the same mortgage product, and popping up prompt information on a regular configuration page to prompt a configurator to reselect a new product name when judging that the input product name is the same as the product name of the mortgage product which is subjected to regular configuration; then, when the selected product name is judged to be different from the product name of the mortgage product which is subjected to regular configuration, the required workpiece inlet channel, the required order form dispatching state and the required order form operation state can be selected from the preset workpiece inlet channel list, the required order form dispatching state and the required order form operation state can be selected from the preset order form dispatching state list and the required order form operation state, the selected workpiece inlet channel, the required order form dispatching state and the required order form operation state are judged to be the same as the workpiece inlet channel, the required order form dispatching state and the required order form operation state of the mortgage product which is subjected to regular configuration, and when the judgment results are the same, prompt information pops up on the regular configuration page to prompt a configurator to reselect a new workpiece inlet channel, an order form dispatching state and an order form operation state; when the judgment results are different, continuing to configure a order taking rule and a order dispatching rule, and performing repeatability detection on the order taking rule and the order dispatching rule, and when the repeatability detection of the order taking rule and the order dispatching rule does not pass, popping up prompt information on a rule configuration page to prompt a configurator to reconfigure a new order taking rule and an order dispatching rule; and finally, when the repeatability detection of the order fetching rule and the order dispatching rule passes, generating an automatic order dispatching rule by using the acquired rule configuration parameters.
It should be noted that, when the automatic dispatch rule is generated according to the rule configuration parameters, the automatic dispatch rule may be generated according to a preset dispatch logic meeting a specific application scenario, which is defined in advance during development of an automatic dispatch system.
It should be noted that, since the configuration personnel can implement multiple dimensions of configuration such as a delivery channel, a delivery mechanism, a role, an order state and the like through the rule configuration page, a complex service scenario of delivering orders can be simply and efficiently implemented through configuration.
The data source selecting module 113 is configured to automatically select a corresponding order data source from an order data source set according to the product name, the pickup channel, and the order status.
The automatic order dispatching system receives mortgage credit order data of different order data sources and stores the mortgage credit order data in the order data source set according to the order data sources, the order data sources comprise a plurality of mortgage credit order data, and the mortgage credit order data comprise order fetching labels required by order fetching. Each order data source comprises a product name, a piece feeding channel, an order state and other labels used for distinguishing different order data sources, and the required order data sources can be automatically selected from a plurality of order data sources in the order data source set by taking the product name, the piece feeding channel and the order state selected in the automatic order dispatching rule as conditions for screening the order data sources. Specifically, when the order status includes an order form dispatching status and an order form operating status, selecting the corresponding mortgage credit order data source according to the product name, the incoming channel and the order form status includes selecting the corresponding mortgage credit order data source according to the product name, the incoming channel, the order form dispatching status and the order form operating status.
As an example, when the product name is house e loan product, the pickup channel is secure bank, the order form assignment state of the order form state is order placing with no order assignment, and the order operation state is order placing with no order assignment, the product name may be selected from a plurality of order data sources, the pickup channel is secure bank, the order form assignment state of the order form state is order placing with no order assignment, and the order operation state is the order data source corresponding to order placing with no order assignment.
The order data fetching module 114 for
And automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule.
The mortgage loan order data already comprises a ticket fetching label required by ticket fetching when the piece is fed; therefore, when the mortgage credit order data meeting the order fetching rule are automatically fetched from the selected order data source according to the order fetching rule, the mortgage credit order data in the selected order data source can be extracted with the order fetching label required for fetching the mortgage credit order data respectively; then judging whether the order fetching label required by the order in each loan order data meets the order fetching rule or not; and finally, fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source.
When the order fishing label is an organization to which the order feeding mechanism and the order feeding manager belong, and the order fishing rule is that the order feeding mechanism and the organization to which the order feeding manager belongs are the same, the mortgage credit order data meeting the order fishing rule are automatically fished from the selected order data source according to the order fishing rule, and the order feeding mechanism and the organization to which the order feeding manager belongs in each mortgage credit order data can be respectively extracted for each mortgage credit order data in the selected order data source; then judging whether a piece feeding mechanism in each piece of mortgage credit order data in the selected order data source is the same as an mechanism to which a piece feeding manager belongs; and finally, the mortgage credit order data of the same mechanism of the incoming part mechanism and the incoming part manager is obtained from the selected order data source.
The order data allocating module 115 is configured to automatically allocate the retrieved mortgage credit order data to the order receiving role configured in the dispatching rule according to the dispatching rule.
Specifically, the dispatch rule may be configured to dispatch the mortgage credit order data to a preset order receiving role in an order receiving mechanism in the mortgage credit order data, and when the mortgage credit order data fetched by the mortgage rule is dispatched to the order receiving role configured in the dispatch rule according to the dispatch rule, the order receiving mechanism may be first extracted from the salvaged mortgage credit order data; the mortgage credit order data is assigned to a predetermined order taking role in the incoming entity in the mortgage credit order data, for example, when the incoming entity in the mortgage credit order data is XX shanghai branches of bank, the mortgage credit order data may be assigned to a customer manager (order taking role) of XX shanghai branches of bank.
Each order receiving role generally corresponds to a plurality of users, whether the order sending mode is a random mode or a small quantity mode can be defined in the order sending rule, and when the collated mortgage credit order data taken out is distributed to the order receiving roles configured in the order sending rule according to the order sending rule, the collated mortgage credit order data taken out can be distributed to the users of the order receiving roles configured in the order sending rule in a random mode or a small quantity mode according to the order sending rule.
The method comprises the steps that the picked mortgage credit order data are distributed to users of order receiving roles configured in the order rule in a random mode, wherein after the mortgage credit order data are picked up, one mortgage credit order data is randomly selected from user account numbers of the order receiving roles to be distributed; the step of dispatching the retrieved mortgage credit order data to the users with order receiving roles configured in the order dispatching rule in a small-consumption mode comprises the following steps: after the mortgage credit order data are fished out, the unprocessed order quantity in each user account under the order taking role maintained in the system is called first, and then the fished mortgage credit order data are distributed to the user account with the least unprocessed order quantity under the order taking role.
It should be noted that, in the present embodiment, the mortgage credit order data that cannot be dispatched through the above-mentioned automated dispatch flow can be transferred to the manual dispatch pool and distributed by the manual dispatcher.
It should be noted that, when the above functional modules are actually implemented, all or part of the functional modules may be integrated into one physical entity, or may be physically separated. And these modules can be realized in the form of software called by processing element; or may be implemented entirely in hardware; and part of the modules can be realized in the form of calling software by the processing element, and part of the modules can be realized in the form of hardware. In addition, all or part of the modules can be integrated together or can be independently realized. The processing element described herein may be an integrated circuit having signal processing capabilities. In the implementation process, part or all of the steps of the method or the above functional modules may be implemented by hardware integrated logic circuits in a processor element or instructions in the form of software.
Fig. 4 is a schematic structural diagram of an electronic device for implementing a channel-based multi-rule automatic order dispatching method according to the present invention.
The electronic device 1 may comprise a memory 12, a processor 13 and a bus, and may further comprise a computer program, such as a credit monitoring program, stored in the memory 12 and executable on the processor 13.
The memory 12 includes at least one type of readable storage medium, which includes flash memory, removable hard disks, multimedia cards, card-type memory (e.g., SD or DX memory, etc.), magnetic memory, magnetic disks, optical disks, etc. The memory 12 may in some embodiments be an internal storage unit of the electronic device 1, for example a removable hard disk of the electronic device 1. The memory 12 may also be an external storage device of the electronic device 1 in other embodiments, such as a plug-in mobile hard disk, a Smart Media Card (SMC), a Secure Digital (SD) Card, a Flash memory Card (Flash Card), and the like provided on the electronic device 1. Further, the memory 12 may also include both an internal storage unit and an external storage device of the electronic device 1. The memory 12 may be used not only for storing application software installed in the electronic device 1 and various types of data, such as a credit-based monitoring code, etc., but also for temporarily storing data that has been output or is to be output.
The processor 13 may be composed of an integrated circuit in some embodiments, for example, a single packaged integrated circuit, or may be composed of a plurality of integrated circuits packaged with the same or different functions, including one or more Central Processing Units (CPUs), microprocessors, digital Processing chips, graphics processors, and combinations of various control chips. The processor 13 is a Control Unit (Control Unit) of the electronic device 1, connects various components of the electronic device 1 by using various interfaces and lines, and executes various functions and processes data of the electronic device 1 by running or executing programs or modules stored in the memory 12 (for example, executing a channel-based multi-rule automation dispatch program, etc.), and calling data stored in the memory 12.
The processor 13 executes the operating system of the electronic device 1 and various installed application programs. The processor 13 executes the application to implement the steps in the channel-based multi-rule automated dispatch method described above, such as the steps shown in FIG. 2.
Illustratively, the computer program may be partitioned into one or more modules that are stored in the memory 12 and executed by the processor 13 to implement the present invention. The one or more modules may be a series of computer program instruction segments capable of performing specific functions, which are used to describe the execution process of the computer program in the electronic device 1. For example, the computer program may be divided into a configuration page display module 111, a configuration parameter acquisition module 112, a data source selection module 113, an order data fetching module 114, and an order data dispatching module 115.
The integrated unit implemented in the form of a software functional module may be stored in a computer-readable storage medium. The software functional module is stored in a storage medium and includes several instructions for enabling a computer device (which may be a personal computer, a computer device, or a network device) or a processor (processor) to perform part of the functions of the channel-based multi-rule automatic dispatch method according to the embodiments of the present invention.
The channel-based multi-rule automatic order dispatching method, device, equipment and medium disclosed by the invention respond to the rule configuration request to display a rule configuration page; acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule; automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching; automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source; the collated mortgage order data taken out is automatically assigned to order receiving roles configured in the order rule according to the order rule.
It will be evident to those skilled in the art that the invention is not limited to the details of the foregoing illustrative embodiments, and that the present invention may be embodied in other specific forms without departing from the spirit or essential attributes thereof.
Although the present invention has been described in detail with reference to the preferred embodiments, it will be understood by those skilled in the art that various changes may be made and equivalents may be substituted for elements thereof without departing from the spirit and scope of the present invention.
Claims (10)
1. A channel-based multi-rule automatic order dispatching method is characterized by comprising the following steps:
responding to the rule configuration request, and displaying a rule configuration page;
acquiring rule configuration parameters through the rule configuration page, wherein the rule configuration parameters comprise product names, a delivery channel, order states, a form fetching rule and a form dispatching rule;
automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching;
automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source;
and automatically allocating the retrieved mortgage credit order data to order receiving roles configured in the scheduling rule according to the scheduling rule.
2. The channel-based multi-rule automated order dispatching method of claim 1, wherein the order status comprises an order dispatching status and an order operation status;
the automatically selecting the corresponding order data source from the order data source set according to the product name, the pickup channel and the order state comprises selecting the corresponding order data source from the order data source set according to the product name, the pickup channel, the order dispatching state and the order operation state.
3. The channel-based multi-rule automated dispatching method of claim 1, further comprising obtaining different order data sources from an order system and storing in the order data source set.
4. The channel-based multi-rule automatic order dispatching method of claim 1, wherein the order taking tag is an organization to which an order feeding mechanism and an order feeding manager belong, and the order taking rule is that the order feeding mechanism and the order feeding manager belong are the same;
automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule,
for each piece of mortgage credit order data in the selected order data source, respectively extracting a piece feeding mechanism and a mechanism to which a piece feeding manager belongs in each piece of mortgage credit order data;
judging whether a piece feeding mechanism in each piece of mortgage credit order data in the selected order data source is the same as an mechanism to which a piece feeding manager belongs;
and fishing out the mortgage loan order data of the same mechanism of the part entering mechanism and the part entering manager from the selected order data source.
5. The channel-based multi-rule automated dispatch method of claim 4, wherein the dispatch rule is configured to dispatch the mortgage credit order data to a preset pick-up role in an incoming agency in the mortgage credit order data;
the automatically assigning the retrieved mortgage credit order data to the order receiving role configured in the order rule according to the order rule comprises the following steps:
extracting a piece feeding mechanism from the picked mortgage loan order data;
assigning the mortgage credit order data to a preset order taking role in an incoming agency in the mortgage credit order data.
6. The channel-based multi-rule automated dispatch method of claim 1, wherein dispatching the retrieved mortgage credit order data to configured pick-up roles in the dispatch rule according to the dispatch rule comprises:
and according to the dispatching rule, dispatching the salvaged mortgage order data to users of order receiving roles configured in the dispatching rule in a random mode or a small quantity mode.
7. The channel-based multi-rule automated dispatch method of claim 1, wherein the generating the automated dispatch rule according to the rule configuration parameters comprises generating the automated dispatch rule according to preset dispatch logic.
8. The utility model provides a many rules automation dispatch device based on channel which characterized in that includes:
the configuration page display module is used for responding to the rule configuration request and displaying a rule configuration page;
the configuration parameter acquisition module is used for acquiring rule configuration parameters through the rule configuration page, and the rule configuration parameters comprise product names, incoming channel, order states, order taking rules and order dispatching rules;
the data source selection module is used for automatically selecting a corresponding order data source from an order data source set according to the product name, the piece feeding channel and the order state, wherein the order data source comprises a plurality of mortgage credit order data, and the mortgage credit order data comprises a ticket fetching label required by ticket fetching;
the order data fetching module is used for automatically fetching the mortgage loan order data meeting the order fetching rule from the selected order data source according to the order fetching rule: for each mortgage credit order data in the selected order data source, the order fetching label required by fetching an order in each mortgage credit order data is respectively extracted; judging whether the order fetching label required by the order fetching in each piece of the loan order data meets the order fetching rule or not; fishing out the mortgage loan order data of which the order fishing label meets the order fishing rule from the selected order data source;
and the order data dispatching module is used for automatically dispatching the retrieved mortgage loan order data to order receiving roles configured in the order rule according to the order rule.
9. An electronic device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, wherein the steps of the method of any one of claims 1 to 7 are performed when the computer program is executed by the processor.
10. A computer-readable storage medium, on which a computer program is stored, which, when being executed by a processor, carries out the steps of the method according to any one of claims 1 to 7.
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