CN115016882A - Monitoring interface generation method, device, equipment and storage medium - Google Patents
Monitoring interface generation method, device, equipment and storage medium Download PDFInfo
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Abstract
The invention discloses a method, a device, equipment and a storage medium for generating a monitoring interface. The method comprises the following steps: acquiring enterprise information and authority information corresponding to a current account; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene; according to the technical scheme, real-time and accurate data can be efficiently called, and meanwhile, an accurate analysis decision result can be quickly obtained, so that a closed management loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
Description
Technical Field
The embodiment of the invention relates to the technical field of intelligent finance, in particular to a method, a device, equipment and a storage medium for generating a monitoring interface.
Background
In recent years, the pace of informatization development is faster and more complex. The banking industry must make timely judgments about the market conditions and the customer behaviors that are changing instantaneously, and these judgments are established on the basis of comprehensive, accurate and timely digital information. The big data BI analysis is based on enterprise requirements, and is used for effectively integrating, managing and mining data of different information platforms, systems and the like, quickly and accurately providing data services and assisting managers in scientific management decisions.
In the prior art, if a user needs to monitor enterprise information and a user group, corresponding data can only be counted manually, the counting result is inaccurate due to manual counting, accurate monitoring cannot be performed according to the counting data, and the manual counting is long in time consumption, so that the obtained counting result is not real-time, and the loss is serious when problems are found easily.
Disclosure of Invention
The embodiment of the invention provides a monitoring interface generation method, a monitoring interface generation device, monitoring interface generation equipment and a storage medium, which can efficiently call real-time accurate data and quickly obtain an accurate analysis decision result, so that a closed management loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
According to an aspect of the present invention, a method for generating a monitoring interface is provided, including:
acquiring enterprise information and authority information corresponding to a current account;
constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface;
responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene;
and updating the first monitoring interface according to the target data to obtain a target monitoring interface.
According to another aspect of the present invention, there is provided a monitor interface generating apparatus including:
the first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
the display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene;
and the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface.
According to another aspect of the present invention, there is provided an electronic apparatus including:
at least one processor; and
a memory communicatively coupled to the at least one processor; wherein the content of the first and second substances,
the memory stores a computer program executable by the at least one processor, the computer program being executable by the at least one processor to enable the at least one processor to perform the monitoring interface generating method according to any of the embodiments of the present invention.
According to another aspect of the present invention, a computer-readable storage medium is provided, where computer instructions are stored, and the computer instructions are configured to enable a processor to implement the monitoring interface generating method according to any embodiment of the present invention when executed.
According to the embodiment of the invention, enterprise information and authority information corresponding to a current account are acquired; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, efficiently calling real-time and accurate data, and quickly obtaining an accurate analysis decision result, thereby realizing management closed loop. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
It should be understood that the statements in this section do not necessarily identify key or critical features of the embodiments of the present invention, nor do they necessarily limit the scope of the invention. Other features of the present invention will become apparent from the following description.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings needed to be used in the embodiments will be briefly described below, it should be understood that the following drawings only illustrate some embodiments of the present invention and therefore should not be considered as limiting the scope, and for those skilled in the art, other related drawings can be obtained according to the drawings without inventive efforts.
Fig. 1 is a flowchart of a monitoring interface generation method in an embodiment of the present invention;
fig. 2 is a schematic structural diagram of a monitoring interface generating apparatus in an embodiment of the present invention;
fig. 3 is a schematic structural diagram of an electronic device in an embodiment of the present invention.
Detailed Description
In order to make those skilled in the art better understand the technical solutions of the present invention, 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.
It should be noted that the terms "first," "second," and the like in the description and claims of the present invention and in the drawings described above are used for distinguishing between similar elements and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used is interchangeable under appropriate circumstances such that the embodiments of the invention described herein are capable of operation in sequences other than those illustrated or described herein. Furthermore, the terms "comprises," "comprising," and "having," and any variations thereof, 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.
The technical scheme related by the application can be used for acquiring, storing and/or processing the data, and the relevant regulations of national laws and regulations are met.
Example one
Fig. 1 is a flowchart of a monitoring interface generation method provided in an embodiment of the present invention, where this embodiment is applicable to a situation of generating a monitoring interface, and the method may be executed by a monitoring interface generation apparatus in an embodiment of the present invention, where the apparatus may be implemented in a software and/or hardware manner, as shown in fig. 1, the method specifically includes the following steps:
and S110, acquiring enterprise information and authority information corresponding to the current account.
Wherein the enterprise information may include: a target business name, the business information may further include: a target business name and a subordinate business name of the target business.
Wherein, the authority information may be: the current account has the authority to view the policy management interface; the authority information may also be: the current account does not have the right to view the policy management interface.
Specifically, the manner of acquiring the enterprise information and the authority information corresponding to the current account may be: and inquiring a database according to the account and the password input by the user to obtain the enterprise information and the authority information corresponding to the current account.
S120, a first monitoring interface is constructed according to the enterprise information and the authority information, and the first monitoring interface is displayed.
The first monitoring interface is an interface for all scenes, and comprises: the system comprises at least one of a rights and interests cost display area, an asset promotion display area, a standard conversion rate display area, a fund generation and retention display area, a circus display area, a reach number and reach number display area, a response number and response number display area, a standard number and reach number display area and a prize drawing number and prize winning number display area. The data displayed in the equity cost display area is equity cost corresponding to all subordinate enterprises, the data displayed in the asset promotion display area is asset promotion data corresponding to all subordinate enterprises, the data displayed in the standard reaching conversion rate display area is standard reaching conversion rate corresponding to all subordinate enterprises, the data displayed in the alternative fund retention display area is alternative fund retention corresponding to all subordinate enterprises, the data displayed by the circled passenger display area is circled passengers corresponding to all subordinate enterprises, the data displayed by the reach number display area and the reach number display area are the reach number and the reach number corresponding to all subordinate enterprises, the data displayed by the response number display area and the response number display area are the response number and the response number corresponding to all subordinate enterprises, and the data displayed by the standard number display area and the standard number display area are the standard number and the standard number corresponding to all subordinate enterprises; the data displayed in the display area of the number of the prize winning people and the number of the prize winning people are the number of the prize winning people and the number of the prize winning people corresponding to all subordinate enterprises.
Specifically, the method for constructing the first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface may be: if the authority information indicates that the current account does not have the authority for viewing the policy management interface, the first monitoring interface comprises: the data management control comprises a client management control and a data management control, and it should be noted that if the user does not select the client management control, the user is defaulted to select the data management control, and an interface corresponding to the data management control is displayed. The method for constructing the first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface can also be as follows: if the authority information indicates that the current account has the authority to view the policy management interface, the first monitoring interface includes: the first monitoring interface is an interface corresponding to the data management control, and it should be noted that if the user does not select the policy management control or the client management control, the default user selects the data management control and displays the interface corresponding to the data management control.
S130, responding to the touch operation of the user aiming at the target time control on the first monitoring interface and the selection operation of the target scene, and acquiring target data corresponding to the target time and the target scene.
The target scene may be a generation scene, a whole scene, or a non-generation scene, where the non-generation scene may include: a financial scenario, a credit card scenario, an online scenario, an offline scenario, and the like, which are not limited in this embodiment of the present invention.
Specifically, in response to a touch operation of a user for a target time control on the first monitoring interface and a selection operation of a target scene, a manner of acquiring target data corresponding to the target time and the target scene may be: and responding to the touch operation of a user for a target time control on the first monitoring interface and the selection operation of a generation scene, and acquiring the standard-reaching conversion rate corresponding to the enterprise information, the asset promotion data corresponding to the enterprise information and the generation fund retention corresponding to the enterprise information in the target time. In response to a touch operation of a user on a target time control on the first monitoring interface and a selection operation of a target scene, a manner of acquiring target data corresponding to the target time and the target scene may further be: and responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a non-generation scene, and acquiring the standard-reaching conversion rate corresponding to the enterprise information and the asset promotion data corresponding to the enterprise information in the target time. In response to a touch operation of a user on a target time control on the first monitoring interface and a selection operation of a target scene, a manner of acquiring target data corresponding to the target time and the target scene may further be: and responding to touch operation of a user on a target time control on the first monitoring interface and selection operation of all scenes, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and generation fund retention corresponding to the enterprise information in the target time.
And S140, updating the first monitoring interface according to the target data to obtain a target monitoring interface.
Specifically, the first monitoring interface is updated according to the target data, and a manner of obtaining the target monitoring interface may be as follows: and replacing the data displayed in the first monitoring interface according to the target data to obtain the target monitoring interface.
In one specific example, the target monitoring interface includes: the method comprises the steps of displaying an equity cost display area, an asset promotion display area, a standard conversion rate display area, a capital issuance reserve display area, a circled customer display area, a reach number and reach number display area, a response number and response number display area, a standard number and reach number display area and a prize drawing number and prize winning number display area, wherein the data in the asset promotion display area is an asset promotion ranking corresponding to a subordinate enterprise, only asset promotion data corresponding to the subordinate enterprise five before the ranking is displayed, a complete asset promotion ranking list can be displayed by clicking a stretching control in the asset promotion display area, and asset promotion data of the subordinate enterprise corresponding to a target row can be displayed by clicking the target row (the specific time is the same as the target time, such as one month, then monthly asset lift data is displayed). The standard-reaching conversion rate display area and the generation capital retention display area are the same as the asset promotion display area, and are not described herein again. The display content of the circled passenger display area is the total number of the circled passengers, the change curve of the circled passengers corresponding to the target time can be displayed by clicking the stretching control of the circled passenger display area, the number of contact persons and the number of contact persons display area, the number of response persons and the number of response persons display area, the number of standard persons and the number of standard persons display area, and the number of prize winning persons display area are the same as the number of circled passengers display area, and the description is omitted herein.
Optionally, in response to a touch operation of a user for a target time control on the first monitoring interface and a selection operation of a target scene, acquiring target data corresponding to the target time and the target scene, including:
responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a generation scene, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and generation fund retention corresponding to the enterprise information in the target time;
alternatively, the first and second electrodes may be,
and responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a non-generation scene, and acquiring the standard-reaching conversion rate corresponding to the enterprise information and the asset promotion data corresponding to the enterprise information in the target time.
Wherein the target time control may be: the last month icon, the last march icon, or the last year icon, which is not limited in this embodiment of the present invention.
Wherein the non-originating scene may be: financial scenarios, credit card scenarios, online scenarios, offline scenarios, and the like.
It should be noted that, the data corresponding to the target subordinate enterprise may also be selected and viewed by clicking the control corresponding to the target subordinate enterprise on the first monitoring interface. One or more target subordinate enterprises may be provided.
Optionally, the target data further includes: at least one of the number of customers circled corresponding to the enterprise information in the target time, the number of reach persons corresponding to the enterprise information, the number of response persons corresponding to the enterprise information, the number of reach persons corresponding to the enterprise information, the number of prize drawing persons corresponding to the enterprise information, and the number of prize winning persons corresponding to the enterprise information.
Optionally, the method further includes:
in response to a touch operation of a user on a customer management control on the first monitoring interface, displaying a panoramic customer interface, wherein the panoramic customer interface comprises: a first region and a query region;
in response to touch operation of a user on a total amount customer icon of a query area on the panoramic customer interface and trigger operation of a search control, determining customer scale information and financial asset information according to target starting time, target ending time, a target mechanism, a target customer and a target type selected by the user;
and updating the data corresponding to the first area on the panoramic customer interface according to the customer scale information and the financial asset information.
Wherein the query region comprises: a total customers icon, a new customers icon, an active customers icon, and a sleeping customers icon.
It should be noted that, if the user clicks the customer management control on the first monitoring interface, the default user selects the total number customer icon, and the display content of the panoramic customer interface includes: the system comprises a customer scale display area, a financial asset display area and a query area, wherein a user can select information such as starting time, ending time, target mechanism, target customer and target type in the query area, after the user selects the information, the customer scale information corresponding to the information is displayed in the customer scale display area, and the financial asset information corresponding to the information is displayed in the financial asset display area.
And selecting a starting time node and a borrowing time node, and acquiring different states of the client at the two time nodes, including information such as an administrative state, whether online operation is performed or not, whether new client is performed or not, the level of an affiliated organization, the asset scale, the corresponding asset level and the client level and the like. And evaluating and measuring the business condition of the organization to the client during the period of time window through the state comparison of the clients of the two time nodes.
Specifically, the manner of displaying the client scale information corresponding to the client scale information in the client scale display area may be: the manner of displaying the financial asset information corresponding to the financial asset information in the financial asset display area is the same as the manner of displaying the customer scale information corresponding to the financial asset information in the customer scale display area, which is not repeated herein. For example, the axis of the pyramid represents the customer class of the customer at the start date, the left side represents the end date, a part of the customer assets increase positively, the color classification of the bar represents the customer asset class to which the customer is promoted at the end, the length of the bar represents the increase of the number of the assets or customers, the right side represents the end date, the other part of the customer assets increase negatively, the color classification of the bar represents the customer asset class to which the customer is demoted at the end, and the length of the bar represents the decrease of the number of the assets or customers. Except the summary line, the bar graphs of other customer levels are integrally a bar graph with a color gradation rule.
Specifically, the pyramid can be clicked to enter a secondary page, the left side of the secondary page displays customer quantity analysis data (including quantity change conditions corresponding to different customer levels, such as a quantity change condition corresponding to a private customer, a quantity change condition corresponding to a B-guest customer, a quantity change condition corresponding to a C-high-quality customer, a quantity change condition corresponding to a D-basic customer, a quantity change condition corresponding to an E-valid customer, a quantity change condition corresponding to an F-sleeping customer, and a quantity change condition corresponding to an N-invalid customer), the right side defaults a splitting pyramid showing all levels of the pyramid on the change of the manager, clicks a certain customer level on the left side, and the right side switches the migration pyramid of each asset level under the customer level in a linkage manner, for example, if the A-private client is clicked, the linkage display is carried out on the right side: from the non-management state to the management state, from the non-management state to the non-management state, from the management state to the management state, and the like.
It should be noted that the assets of the selected customers can be entered into the inflow and outflow pages by clicking the "view inflow and outflow" button or clicking the pyramid bar chart color block by the left button, so that the net increase of different time dimensions, the inflow and outflow transaction amount, the transaction amount, and the ranking condition of the fund source and the destination can be displayed (which can be displayed in the form of bar charts).
Optionally, the panoramic client interface further includes: a customer type selection area;
correspondingly, the method also comprises the following steps:
responding to touch operation of a user on a non-total amount customer icon of a query area on the panoramic customer interface, and acquiring at least one strategy corresponding to the non-total amount customer icon;
and replacing the display content of the first area with a strategy graph corresponding to the at least one strategy.
Wherein the non-total number customer icon may be any one of a new customer icon, an active customer icon, and a sleeping customer icon.
Wherein the policy map may include: for example, the first strategy diagram may be a customer growth journey diagram corresponding to strategy a, and the first strategy diagram includes: ROI, number of customers, asset lift data, asset baseline, current asset, per-capita cost, and equity cost, among others. And clicking the turning control on the first strategy diagram to display the index meaning corresponding to the first strategy diagram, wherein the index meaning can be the ROI meaning, for example.
Taking the new client icon as an example for explanation, responding to the touch operation of the user on the new client icon in the query area on the panoramic client interface, and acquiring at least one strategy corresponding to the new client icon; and replacing the display content of the first area with a strategy graph corresponding to the at least one strategy. The processing manners of the jump customer icon, the deep sleep customer icon and the new customer icon are similar, and are not described herein again.
Optionally, after replacing the display content of the first area with the policy map corresponding to the at least one policy, the method further includes:
responding to touch operation of a user on a strategy graph corresponding to a target strategy of a first area on the panoramic client interface, and displaying a first interface, wherein the first interface comprises a left area and a right area, and the left area comprises: at least one activity icon corresponding to the target policy, and a number of business customers, a equity cost, and a per-capita cost, the right side region including: the target strategy is corresponding to the current assets of the customer group, the asset promotion data of the customer group and the overall asset scale K line graph, average line, transaction amount, net increase, transaction amount, input-output ratio, activity response rate and standard conversion rate of the customer group.
And when the user clicks other areas except the turning control on the strategy diagram, displaying a first interface.
Specifically, the first interface defaults to display key indexes such as a K line graph, a mean line, a transaction amount, a net increase, a transaction amount, a ROI, an activity response rate, a standard conversion rate, the number of business customers, a rights and interests cost, a per-capita cost and the like of the overall strategy covering all the active customer groups in real time. Lower left corner of the first interface page lower left corner: the number of clients: the total number of circlets (with deduplication) for the entire strategy is considered by default to be a real-time number. It should be noted that the equity cost: there will be data only after the activity begins; per capita cost: equity cost/number of customers. The upper left corner of the first interface shows the activity name of a specific activity (up to 12 activities can be accommodated), the ROI (ROI showing the whole strategy when the activity is not selected), the response rate, the conversion rate and other important point indexes. Clicking a certain activity icon on the left side to light up, and switching right side linkage into an index system such as an asset scale K line graph of the activity guest group; the K line graph supports switching display in daily, monthly, annual, 1-point, 5-point, 15-point, 30-point and 60-point levels.
Optionally, after the touch operation of the user on the policy map corresponding to the target policy of the first area on the panoramic client interface is responded, the method further includes:
responding to touch operation of a user on a screening control in a right area on the first interface, and acquiring at least one of a K line graph, a mean line, a transaction amount, a net increase, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of a whole asset scale of a client group corresponding to the screening control, wherein the client group corresponding to the screening control comprises: any one of a circle customer group, a reach customer group, a response customer group, and a reach customer group.
First interface upper right corner screener: the nodes of the conversion funnels corresponding to activities such as circle of customers, touch, response, standard reaching/purchase and the like are selected, and the real-time asset scales of the business customers with different apertures can be screened. Clicking a 'pull button' of the K line graph card, stretching the K line graph card to the left in a whole mode, expanding the K line display time range from the last 60 time granularity to 100 time granularity, and enabling the whole page to support mouse operation scaling so as to be convenient for a management layer to macroscopically control the asset scale trend of the business clients.
Wherein, the average line selection function: the page supports the display of the average lines with different spans, a setting button behind the average line is clicked, the drop-down list can be checked, and at most 4 average line indexes are selected.
K-line plot label index: the mouse can be floated through the cross-shaped dotted lines of 3 icon types to display the content, and data such as time, opening, closing, height, low, amplitude, transaction amount and the like at the time point are displayed.
Optionally, after the first monitoring interface is updated according to the target data to obtain a target monitoring interface, the method further includes:
responding to a touch operation of a user on a policy management control on the first monitoring interface, and displaying a policy management interface, wherein the policy management interface comprises: client type, scenario, policy name, user group, creator, creation time, and modification time.
Responding to the triggering operation of a user for an adding control on the strategy management interface, and displaying an adding strategy suspension window on the display strategy management interface;
and responding to the editing operation of the user for the added strategy suspension window, and updating the display strategy management interface according to the editing operation.
It should be noted that, when the current account has the right to view the policy management interface, a policy management control exists on the target monitoring interface.
Wherein, add the tactics floating window and include: and after the user selects the client hierarchy, the scene, the strategy name and the user group, clicking the storage control, generating a new line of data according to the client hierarchy, the scene, the strategy name and the user group selected by the user, and adding the new line of data to the strategy management interface.
Specifically, when a certain line of data of the policy management interface is clicked, an editing policy floating window is displayed, and the editing policy floating window includes: the method comprises the steps of client layering (non-editable), scene (non-editable), strategy name (non-editable), user group (non-editable), sub-strategy name (editable), adding guest group (editable), closing control and saving control, wherein after the sub-strategy name is edited and the guest group is added, if the saving control is clicked, a line of selected data is updated according to the edited sub-strategy name and the added guest group.
Specifically, clicking an editing control on the right side of a newly generated row of data, displaying and selecting a guest group floating window, wherein the selecting of the guest group floating window comprises: and after the plurality of guest groups (including the guest groups of the bound activities and the guest groups of the unbound activities) are generated, the user can select at least one guest group by clicking.
The policy management functions include: define customer hierarchies (new guest/active/deep sleep/all), scenarios (online/offline/all), policy name, belonging user group, creator, creation time, modification time, etc. The operation of adding, editing, deleting the strategy and the like can be carried out, and the page search box can carry out fuzzy inquiry of the strategy name.
Specifically, a user can create a policy under a specified user group by clicking addition, first needing to define a client hierarchical selection, then defining a scenario such as selecting a financing scenario, and the like, and at the same time needing to specifically define a policy name, clicking storage generates a record.
Specifically, by clicking the edit icon on the right side of the newly generated record, the sub-policy name can be input and the add guest group function can be realized. And clicking the strategy display sub-strategy list, displaying the name of the sub-strategy, the number of specific customer groups/customer group activities and the state: ETL control is used, starting, suspending and ending. Whether to display: whether the sub-policy corresponding to the policy card page is displayed.
The strategy management page is an evaluation specification originally created in a value evaluation system aiming at 'panoramic customer management', takes 'customer value' as the center, and makes a series of targeted activities around the characteristics of specific layered customers, for example, the strategy of a new customer growing journey comprises the following activities: the method comprises the following steps of binding a new customer card opening real-time marketing wind evaluation contract, issuing a WeChat instant deduction in real time by a qualified customer, binding an enterprise WeChat, managing new customers, enabling middle and high-end customer assets to reach the standard and the like. The newly-opened card client completes the cultivation of a series of actions under the strategy, grows into a high-value and high-viscosity client, and realizes the remarkable improvement of the AUM of the whole business client group.
According to the technical scheme of the embodiment, enterprise information and authority information corresponding to the current account are acquired; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, efficiently calling real-time and accurate data, and quickly obtaining an accurate analysis decision result, thereby realizing management closed loop. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
Example two
Fig. 2 is a schematic structural diagram of a monitoring interface generating apparatus according to an embodiment of the present invention. The embodiment may be applicable to the situation of generating the monitoring interface, the apparatus may be implemented in a software and/or hardware manner, and the apparatus may be integrated in any device that provides a function of generating the monitoring interface, as shown in fig. 2, where the monitoring interface generating apparatus specifically includes: a first obtaining module 210, a display module 220, a second obtaining module 230, and an updating module 240.
The first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
the display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene;
and the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface.
The product can execute the method provided by any embodiment of the invention, and has corresponding functional modules and beneficial effects of the execution method.
According to the technical scheme of the embodiment, enterprise information and authority information corresponding to the current account are acquired; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, efficiently calling real-time and accurate data, and quickly obtaining an accurate analysis decision result, thereby realizing management closed loop. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
EXAMPLE III
FIG. 3 illustrates a schematic diagram of an electronic device 10 that may be used to implement an embodiment of the present invention. Electronic devices are intended to represent various forms of digital computers, such as laptops, desktops, workstations, personal digital assistants, servers, blade servers, mainframes, and other appropriate computers. The electronic device may also represent various forms of mobile devices, such as personal digital assistants, cellular phones, smart phones, wearable devices (e.g., helmets, glasses, watches, etc.), and other similar computing devices. The components shown herein, their connections and relationships, and their functions, are meant to be exemplary only, and are not meant to limit implementations of the inventions described and/or claimed herein.
As shown in fig. 3, the electronic device 10 includes at least one processor 11, and a memory communicatively connected to the at least one processor 11, such as a Read Only Memory (ROM)12, a Random Access Memory (RAM)13, and the like, wherein the memory stores a computer program executable by the at least one processor, and the processor 11 can perform various suitable actions and processes according to the computer program stored in the Read Only Memory (ROM)12 or the computer program loaded from a storage unit 18 into the Random Access Memory (RAM) 13. In the RAM 13, various programs and data necessary for the operation of the electronic apparatus 10 can also be stored. The processor 11, the ROM 12, and the RAM 13 are connected to each other via a bus 14. An input/output (I/O) interface 15 is also connected to bus 14.
A number of components in the electronic device 10 are connected to the I/O interface 15, including: an input unit 16 such as a keyboard, a mouse, or the like; an output unit 17 such as various types of displays, speakers, and the like; a storage unit 18 such as a magnetic disk, an optical disk, or the like; and a communication unit 19 such as a network card, modem, wireless communication transceiver, etc. The communication unit 19 allows the electronic device 10 to exchange information/data with other devices via a computer network such as the internet and/or various telecommunication networks.
The processor 11 may be a variety of general and/or special purpose processing components having processing and computing capabilities. Some examples of processor 11 include, but are not limited to, a Central Processing Unit (CPU), a Graphics Processing Unit (GPU), various specialized Artificial Intelligence (AI) computing chips, various processors running machine learning model algorithms, a Digital Signal Processor (DSP), and any suitable processor, controller, microcontroller, or the like. The processor 11 performs the various methods and processes described above, such as the monitor interface generation method.
In some embodiments, the monitoring interface generation method may be implemented as a computer program tangibly embodied in a computer-readable storage medium, such as storage unit 18. In some embodiments, part or all of the computer program may be loaded and/or installed onto the electronic device 10 via the ROM 12 and/or the communication unit 19. When the computer program is loaded into RAM 13 and executed by processor 11, one or more steps of the monitoring interface generation method described above may be performed. Alternatively, in other embodiments, the processor 11 may be configured to perform the monitoring interface generation method by any other suitable means (e.g., by means of firmware).
Various implementations of the systems and techniques described here above may be implemented in digital electronic circuitry, integrated circuitry, Field Programmable Gate Arrays (FPGAs), Application Specific Integrated Circuits (ASICs), Application Specific Standard Products (ASSPs), system on a chip (SOCs), load programmable logic devices (CPLDs), computer hardware, firmware, software, and/or combinations thereof. These various embodiments may include: implemented in one or more computer programs that are executable and/or interpretable on a programmable system including at least one programmable processor, which may be special or general purpose, receiving data and instructions from, and transmitting data and instructions to, a storage system, at least one input device, and at least one output device.
A computer program for implementing the methods of the present invention may be written in any combination of one or more programming languages. These computer programs may be provided to a processor of a general purpose computer, special purpose computer, or other programmable data processing apparatus, such that the computer programs, when executed by the processor, cause the functions/acts specified in the flowchart and/or block diagram block or blocks to be performed. A computer program can execute entirely on a machine, partly on a machine, as a stand-alone software package partly on a machine and partly on a remote machine or entirely on a remote machine or server.
In the context of the present invention, a computer-readable storage medium may be a tangible medium that can contain, or store a computer program for use by or in connection with an instruction execution system, apparatus, or device. A computer readable storage medium may include, but is not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any suitable combination of the foregoing. Alternatively, the computer readable storage medium may be a machine readable signal medium. More specific examples of a machine-readable storage medium would include an electrical connection based on one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing.
To provide for interaction with a user, the systems and techniques described here can be implemented on an electronic device having: a display device (e.g., a CRT (cathode ray tube) or LCD (liquid crystal display) monitor) for displaying information to a user; and a keyboard and a pointing device (e.g., a mouse or a trackball) by which a user may provide input to the electronic device. Other kinds of devices may also be used to provide for interaction with a user; for example, feedback provided to the user can be any form of sensory feedback (e.g., visual feedback, auditory feedback, or tactile feedback); and input from the user may be received in any form, including acoustic, speech, or tactile input.
The systems and techniques described here can be implemented in a computing system that includes a back-end component (e.g., as a data server), or that includes a middleware component (e.g., an application server), or that includes a front-end component (e.g., a user computer having a graphical user interface or a web browser through which a user can interact with an implementation of the systems and techniques described here), or any combination of such back-end, middleware, or front-end components. The components of the system can be interconnected by any form or medium of digital data communication (e.g., a communication network). Examples of communication networks include: local Area Networks (LANs), Wide Area Networks (WANs), blockchain networks, and the internet.
The computing system may include clients and servers. A client and server are generally remote from each other and typically interact through a communication network. The relationship of client and server arises by virtue of computer programs running on the respective computers and having a client-server relationship to each other. The server can be a cloud server, also called a cloud computing server or a cloud host, and is a host product in a cloud computing service system, so that the defects of high management difficulty and weak service expansibility in the traditional physical host and VPS service are overcome.
It should be understood that various forms of the flows shown above may be used, with steps reordered, added, or deleted. For example, the steps described in the present invention may be executed in parallel, sequentially, or in different orders, and are not limited herein as long as the desired results of the technical solution of the present invention can be achieved.
The above-described embodiments should not be construed as limiting the scope of the invention. It should be understood by those skilled in the art that various modifications, combinations, sub-combinations and substitutions may be made, depending on design requirements and other factors. Any modification, equivalent replacement, and 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 monitoring interface generation method is characterized by comprising the following steps:
acquiring enterprise information and authority information corresponding to a current account;
constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface;
responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene;
and updating the first monitoring interface according to the target data to obtain a target monitoring interface.
2. The method of claim 1, wherein, in response to a touch operation of a user on a target time control on the first monitoring interface and a selection operation of a target scene, acquiring target data corresponding to the target time and the target scene, comprises:
responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a generation scene, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and generation fund retention corresponding to the enterprise information in the target time;
alternatively, the first and second electrodes may be,
and responding to touch operation of a user for a target time control on the first monitoring interface and selection operation of a non-generation scene, and acquiring the standard-reaching conversion rate corresponding to the enterprise information and the asset promotion data corresponding to the enterprise information in the target time.
3. The method of claim 2, wherein the target data further comprises: at least one of the number of customers circled corresponding to the enterprise information in the target time, the number of reach persons corresponding to the enterprise information, the number of response persons corresponding to the enterprise information, the number of reach persons corresponding to the enterprise information, the number of prize drawing persons corresponding to the enterprise information, and the number of prize winning persons corresponding to the enterprise information.
4. The method of claim 1, further comprising:
in response to a touch operation of a user on a customer management control on the first monitoring interface, displaying a panoramic customer interface, wherein the panoramic customer interface comprises: a first region and a query region;
in response to touch operation of a user on a total amount customer icon of a query area on the panoramic customer interface and trigger operation of a search control, determining customer scale information and financial asset information according to target starting time, target ending time, a target mechanism, a target customer and a target type selected by the user;
and updating the data corresponding to the first area on the panoramic customer interface according to the customer scale information and the financial asset information.
5. The method of claim 4, wherein the panoramic client interface further comprises: a customer type selection area;
correspondingly, the method also comprises the following steps:
responding to touch operation of a user on a non-total amount customer icon of a query area on the panoramic customer interface, and acquiring at least one strategy corresponding to the non-total amount customer icon;
and replacing the display content of the first area with a strategy graph corresponding to the at least one strategy.
6. The method of claim 5, further comprising, after replacing the display content of the first area with the policy map corresponding to the at least one policy:
responding to touch operation of a user on a strategy graph corresponding to a target strategy of a first area on the panoramic client interface, and displaying a first interface, wherein the first interface comprises a left area and a right area, and the left area comprises: at least one activity icon corresponding to the target policy, and a number of business customers, a equity cost, and a per-capita cost, the right side region including: the current assets of the customer group corresponding to the target strategy, the asset promotion data of the customer group corresponding to the target strategy and at least one of the overall asset scale K line graph, the average line, the transaction amount, the net increase, the transaction amount, the input-output ratio, the activity response rate and the standard-reaching conversion rate of the customer group corresponding to the target strategy.
7. The method of claim 6, wherein after displaying the first interface in response to a user touch manipulation with respect to a policy map corresponding to a target policy for a first area on the panoramic client interface, further comprising:
responding to touch operation of a user on a screening control in a right area on the first interface, and acquiring at least one of a K line graph, a mean line, a transaction amount, a net increase, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of a whole asset scale of a client group corresponding to the screening control, wherein the client group corresponding to the screening control comprises: any one of a circle customer group, a reach customer group, a response customer group, and a reach customer group.
8. The method according to claim 1, wherein after the first monitoring interface is updated according to the target data to obtain a target monitoring interface, the method further comprises:
responding to a touch operation of a user on a policy management control on the first monitoring interface, and displaying a policy management interface, wherein the policy management interface comprises: client type, scene, policy name, user group, creator, creation time, and modification time;
responding to the triggering operation of a user for an adding control on the strategy management interface, and displaying an adding strategy suspension window on the display strategy management interface;
and responding to the editing operation of the user for the added strategy suspension window, and updating the display strategy management interface according to the editing operation.
9. A monitor interface generating apparatus, comprising:
the first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
the display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to touch operation of a user aiming at a target time control on the first monitoring interface and selection operation of a target scene, and acquiring target data corresponding to the target time and the target scene;
and the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface.
10. An electronic device, characterized in that the electronic device comprises:
at least one processor; and
a memory communicatively coupled to the at least one processor; wherein the content of the first and second substances,
the memory stores a computer program executable by the at least one processor to enable the at least one processor to perform the monitoring interface generation method of any one of claims 1-8.
11. A computer-readable storage medium storing computer instructions for causing a processor to perform the monitoring interface generating method of any one of claims 1-8 when executed.
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