CN115775176A - System and method for optimizing service strategy of customer manager - Google Patents

System and method for optimizing service strategy of customer manager Download PDF

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Publication number
CN115775176A
CN115775176A CN202211578102.2A CN202211578102A CN115775176A CN 115775176 A CN115775176 A CN 115775176A CN 202211578102 A CN202211578102 A CN 202211578102A CN 115775176 A CN115775176 A CN 115775176A
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China
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evaluation
data
index
identity
client
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CN202211578102.2A
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Chinese (zh)
Inventor
李海亮
朱广名
张梅英
梁瑞莹
谭火超
张艳
李水荣
钟小丽
陈志容
李一平
陈思明
林秋童
任小杏
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Guangdong Power Grid Co Ltd
Maoming Power Supply Bureau of Guangdong Power Grid Co Ltd
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Guangdong Power Grid Co Ltd
Maoming Power Supply Bureau of Guangdong Power Grid Co Ltd
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Priority to CN202211578102.2A priority Critical patent/CN115775176A/en
Publication of CN115775176A publication Critical patent/CN115775176A/en
Pending legal-status Critical Current

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Abstract

The invention discloses a system and a method for optimizing a service strategy of a customer manager, which relate to a server, the customer manager and a client, and comprise the following steps: the identity confirmation module responds to an optimization request of the server, first identity authorities and corresponding second identity authorities of a plurality of client managers are obtained through the client managers and the clients, the first collection module establishes an evaluation database of each first identity authority, a plurality of index data collected through the client managers and the second collection module lead evaluation data of each second identity authority out through the clients and lead the evaluation data into the corresponding evaluation database, the data processing module carries out data preprocessing on the index data and the evaluation data in the evaluation database and determines corresponding index evaluation results and evaluation judgment results, and the strategy establishment module carries out comprehensive evaluation on the index evaluation results and the evaluation judgment results and generates a service strategy through the server, so that the technical problem that the reliability of a client manager service strategy made by a bank is low is solved.

Description

System and method for optimizing service strategy of customer manager
Technical Field
The invention relates to the technical field of data processing, in particular to a system and a method for optimizing a service strategy of a customer manager.
Background
Under the background of economic globalization, commercial banks in China widely implement customer manager systems, and the competitiveness of the banks is improved by maintaining the customer viscosity of the banks through the customer managers. The establishment of the service relationship between the current customer manager and the customer mainly depends on the customer application and the bank distribution mode.
However, when a service policy of a service relationship is configured by a bank, the service policy is mainly determined by business experience, the business experience depends on subjective judgment of a worker who makes the service policy, no definite quantitative standard is formed, and only a single-dimensional decision factor exists, so that the working value of a customer manager cannot be effectively analyzed, and the reliability of the made service policy is low.
Disclosure of Invention
The invention provides a system and a method for optimizing a service strategy of a customer manager, which solve the technical problem that when a bank formulates a service strategy of a service relation between the customer manager and a customer, the reliability of the formulated service strategy is lower.
The invention provides a service strategy optimization system for a customer manager in a first aspect, which relates to a server, the customer manager and a client, and comprises the following components:
the identity confirmation module is used for responding to the optimization request of the server side, acquiring first identity authorities of a plurality of client managers through the client manager side, and acquiring second identity authorities related to all the first identity authorities through the client side;
the first collection module is used for establishing an assessment database of each first identity authority and acquiring a plurality of corresponding index data to the assessment database through the client manager;
the second collection module is used for exporting the evaluation data of each second identity authority through the client and importing the evaluation data into a corresponding evaluation database;
the data processing module is used for respectively preprocessing the index data and the evaluation data in all the evaluation databases and then determining corresponding index evaluation results and evaluation results according to a current index evaluation formula and a current positive-negative evaluation standard;
and the strategy construction module is used for constructing an evaluation result by adopting the index evaluation result and the evaluation and judgment result and generating a service strategy based on the evaluation result through the server.
Optionally, the identity confirmation module is specifically configured to:
responding to the optimization request of the server, and analyzing the optimization request to obtain a plurality of corresponding customer managers;
acquiring corresponding first identity authorities from all the client managers through the client manager;
determining clients associated with all of the first identity rights according to the first identity rights;
and acquiring second identity rights of all the clients through the client.
Optionally, the first collection module is specifically configured to:
establishing an assessment database of each of the first identity rights based on all of the first identity rights;
acquiring a plurality of index data corresponding to each first identity authority through the client manager according to a preset index type;
and respectively importing each index data into the corresponding assessment database.
Optionally, the data processing module includes a data preprocessing unit, an index evaluation unit, and an evaluation unit;
the data preprocessing unit is used for respectively carrying out data cleaning, data conversion, data description, feature selection and feature extraction on the index data and the evaluation data in all the evaluation databases and outputting corresponding target index data and target evaluation data;
the index evaluation unit is used for determining a corresponding index evaluation result according to a current index evaluation formula based on the target index data;
and the evaluation and judgment unit is used for determining an evaluation and judgment result by adopting the target evaluation data and adopting an intelligent algorithm according to the current positive and negative grade evaluation standard.
Optionally, the index evaluation unit is specifically configured to:
respectively calculating the sum of all target index data of each evaluation database, and acquiring the current month days and a set index comprehensive value corresponding to the optimization request;
and calculating the difference value between each sum value and the set index comprehensive value, and performing ratio operation on each difference value and the current month days to generate a corresponding index evaluation result.
Optionally, the evaluation and evaluation unit is specifically configured to:
crawling all evaluation keywords of the target evaluation data;
when the intelligent algorithm is adopted to determine that the evaluation keyword is a recognition characteristic according to the current positive and negative level evaluation standard, outputting positive evaluation;
when the evaluation keyword is determined to be the derogatory characteristic by adopting an intelligent algorithm according to the current positive and negative grade evaluation standard, outputting negative evaluation;
and respectively counting the first number of positive evaluations and the second number of negative evaluations of each assessment database as index evaluation results.
Optionally, the policy building module is specifically configured to:
respectively integrating each index evaluation result and the corresponding evaluation and judgment result to construct the evaluation result of each evaluation database;
sequencing all the customer managers according to all the evaluation results, and outputting sequencing results;
and scheduling the business proportion of each customer manager through the server and generating a service strategy based on the sequencing result.
Optionally, the method further comprises:
and the data management system is used for responding to the optimization request and managing the current index evaluation formula and the current positive and negative grade evaluation standard.
Optionally, the data management system comprises a data input unit, a data editing unit and a data storage unit;
the data input unit is used for responding to the optimization request and acquiring evaluation adjustment data carried by the optimization request;
the data editing unit is used for editing and updating a preset index evaluation formula and a preset positive and negative grade evaluation standard according to the evaluation and adjustment data to generate the current index evaluation formula and the current positive and negative grade evaluation standard;
the data storage unit is used for storing the current index evaluation formula and the positive and negative grade evaluation standard.
The invention provides a customer manager service strategy optimization method, which relates to a server, a customer manager and a client and is applied to a customer manager service strategy optimization system, wherein the customer manager service strategy optimization system comprises an identity confirmation module, a first collection module, a second collection module, a data processing module and a strategy construction module, and the method comprises the following steps:
responding to an optimization request of the server side through the identity confirmation module, acquiring first identity authorities of a plurality of client managers through the client manager side, and acquiring second identity authorities related to all the first identity authorities through the client side;
establishing an assessment database of each first identity authority through the first collection module, and collecting a plurality of corresponding index data to the assessment database through the client manager;
exporting the evaluation data of each second identity authority through the client by the second collection module, and importing the evaluation data into a corresponding evaluation database;
after the data processing module is used for respectively carrying out data preprocessing on the index data and the evaluation data in all the evaluation databases, determining corresponding index evaluation results and evaluation results according to a current index evaluation formula and a current positive-negative level evaluation standard;
and constructing an evaluation result by adopting the index evaluation result and the evaluation judgment result through the strategy construction module, and generating a service strategy based on the evaluation result through the service terminal.
According to the technical scheme, the invention has the following advantages:
the invention provides a system and a method for optimizing a service strategy of a customer manager, which relate to a server, the customer manager and a client, and comprise an identity confirmation module, a first collection module, a second collection module, a data processing module and a strategy construction module, wherein the identity confirmation module is used for responding an optimization request of the server, the customer manager and the client are used for acquiring first identity authorities and corresponding second identity authorities of a plurality of customer managers, so that the first collection module is used for establishing an evaluation database of each first identity authority, a plurality of index data collected by the customer manager are input into the corresponding evaluation database, the second collection module is used for exporting the evaluation data of each second identity authority to the corresponding evaluation database through the client, the data processing module is used for carrying out data preprocessing on the index data and the evaluation data in the evaluation database and determining the corresponding index evaluation results and evaluation results, the index evaluation results and the evaluation results of the evaluation module are comprehensively evaluated, and the service strategy is generated through the server, so as to solve the technical problem of making a lower reliability of the service strategy when the service relation between the customer manager and the customer is made.
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In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to these drawings without inventive exercise.
Fig. 1 is a block diagram of a structure of a system for optimizing a service policy of a customer manager according to an embodiment of the present invention;
fig. 2 is a flowchart illustrating steps of a method for optimizing a service policy of a customer manager according to a second embodiment of the present invention.
Detailed Description
The embodiment of the invention provides a system and a method for optimizing a service strategy of a customer manager, which are used for solving the technical problem of lower reliability of a service strategy when a bank formulates the service strategy of a service relation between the customer manager and a customer.
In order to make the objects, features and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present invention, and it is obvious that the embodiments described below 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.
Referring to fig. 1, fig. 1 is a block diagram illustrating a service policy optimization system for a customer manager according to an embodiment of the present invention.
The invention provides a service strategy optimization system for a customer manager, which relates to a server, the customer manager and a client, and comprises the following components:
the identity confirmation module 101 is configured to respond to an optimization request of the server, obtain first identity permissions of multiple client managers through the client manager, and obtain second identity permissions associated with all the first identity permissions through the client.
In an example of the present invention, the identity confirmation module 101 is specifically configured to:
responding to an optimization request of a server, and analyzing the optimization request to obtain a plurality of corresponding customer managers;
acquiring corresponding first identity authorities from all client managers through client managers;
determining clients associated with all of the first identity rights according to the first identity rights;
and acquiring second identity rights of all clients through the client.
In the embodiment of the invention, an identity confirmation module responds to an optimization request for adjusting a service policy sent by a server, the optimization request is analyzed to determine a plurality of client managers aiming at the service policy, after the client managers send permission requests for providing identity permissions to all the client managers and obtain authorization, corresponding first identity permissions are obtained, clients related to each first identity permission are determined by the client managers according to the first identity permissions, and after the permission requests for providing identity permissions are sent to all the clients by the clients and obtain authorization, second identity permissions of all the clients are obtained.
Optionally, the identity verification module may specifically adopt one or a combination of http basic Auth login authentication technology, oauth login authentication technology, cookies-session Auth login authentication technology, token Auth login authentication technology, or JWT login authentication technology.
The first collection module 102 is configured to establish an assessment database of each first identity authority, and collect, by the client manager, a plurality of corresponding index data to the assessment database.
In an example of the present invention, the first collecting module 102 is specifically configured to:
establishing an evaluation database of each first identity authority based on all the first identity authorities;
acquiring a plurality of index data corresponding to each first identity authority through a client manager according to a preset index system;
and respectively importing the index data into the corresponding assessment database.
In the embodiment of the invention, the first collection module establishes an assessment database corresponding to each client manager aiming at each first identity authority, collects and sorts the performance data of the client managers on a daily basis according to a preset index system in the client manager, collects a plurality of index data of each client manager in the current month through the client manager, and respectively imports the index data into the corresponding assessment databases.
Optionally, the index types set by the index system specifically include a product basic index, a product variation index, a product balance index, a product transaction index, other product indexes, and a comprehensive marketing performance index. It is understood that the index type set by the index system can be specifically set according to the index system of each bank.
And the second collection module 103 is configured to export, through the client, evaluation data of each second identity right and import the evaluation data into a corresponding evaluation database.
In the embodiment of the invention, the second collection module derives corresponding evaluation data from the client according to all the obtained second identity authorities, and respectively imports each evaluation data into each evaluation database according to the first identity authority associated with each second identity authority.
And the data processing module 104 is configured to determine a corresponding index evaluation result and an evaluation result according to a current index evaluation formula and a current positive-negative evaluation criterion after data preprocessing is performed on the index data and the evaluation data in all the evaluation databases.
In one example of the present invention, the data processing module 104 includes a data preprocessing unit, an index evaluation unit, and an evaluation unit;
the data preprocessing unit is used for respectively carrying out data cleaning, data conversion, data description, feature selection and feature extraction on the index data and the evaluation data in all the evaluation databases and outputting corresponding target index data and target evaluation data;
the index evaluation unit is used for determining a corresponding index evaluation result according to a current index evaluation formula based on the target index data;
and the evaluation and judgment unit is used for determining an evaluation and judgment result by adopting target evaluation data and a preset part-of-speech model according to the current positive and negative grade judgment standard.
Wherein, the index evaluation unit is specifically configured to:
respectively calculating the sum of all target index data of each evaluation database, and acquiring the current day and a set index comprehensive value corresponding to the optimization request;
and calculating the difference between each sum and the set index comprehensive value, and performing ratio operation on each difference and the current month days to generate corresponding index evaluation results.
Wherein, the evaluation and evaluation unit is specifically used for:
crawling evaluation keywords of all target evaluation data;
when the intelligent algorithm is adopted to determine that the evaluation keyword is a recognition characteristic according to the current positive and negative level evaluation standard, outputting the evaluation keyword as positive evaluation;
when the evaluation keywords are determined to be developmental characteristics by adopting an intelligent algorithm according to the current positive and negative grade evaluation standard, outputting negative evaluation;
and respectively counting the first number of positive evaluations and the second number of negative evaluations of each evaluation database as index evaluation results.
Specifically, the index evaluation formula is [ (total of all indexes/day of the month) - (set index total/day of the month) ]. 100%.
In the embodiment of the invention, the data processing module comprises a data preprocessing unit, an index evaluation unit and an evaluation unit, and the data preprocessing unit is used for performing data cleaning, data conversion, data description, feature selection and feature extraction on the index data and the evaluation data imported into each evaluation database, and outputting the target index data and the target evaluation data after data preprocessing. The index evaluation unit respectively calculates the sum of all target index data in each evaluation database according to the current index evaluation formula, calculates the difference between each sum and the set index comprehensive value after acquiring the current month days corresponding to the optimization request and the set index comprehensive value of the current index evaluation formula, and generates a corresponding index evaluation result by performing ratio operation on each difference and the current month days. Meanwhile, the evaluation and judgment unit crawls all keywords of the target evaluation data by adopting a crawler technology to serve as evaluation keywords, judges whether the evaluation keywords belong to positive and negative characteristics or the positive and negative characteristics according to a positive and negative part-of-speech characteristic set contained in the current positive and negative level evaluation standard through an intelligent algorithm, outputs corresponding positive evaluation and negative evaluation, counts the number of the positive evaluations in each evaluation database to serve as corresponding first number, counts the number of the negative evaluations in each evaluation database to serve as corresponding second number, and takes the first numbers and the corresponding second number as index evaluation results corresponding to each evaluation database.
It can be understood that the data preprocessing includes data cleaning, data conversion, data description, feature selection and feature extraction, and specific reference may be made to a general process of data preprocessing in machine learning, which is not described herein again.
Optionally, the crawler technology adopted by the evaluation and evaluation unit in the data processing module may be specifically one or a combination of several of a focused web crawler technology, a general crawler technology, an incremental crawler technology, or a deep web crawler technology.
Optionally, the evaluation and evaluation unit in the data processing module adopts an intelligent algorithm, which may be specifically one or a combination of several of a reinforcement learning algorithm, a GAN algorithm, an RBM algorithm, a hierarchical clustering algorithm, or a random forest algorithm.
And the strategy construction module 105 is used for constructing an evaluation result by adopting the index evaluation result and the evaluation result, and generating a service strategy based on the evaluation result through the service end.
In an example of the present invention, the policy building module is specifically configured to:
respectively integrating the evaluation results of all the indexes and the corresponding evaluation and judgment results to construct the evaluation results of all the evaluation databases;
sequencing all the client managers according to all the evaluation results, and outputting sequencing results;
and scheduling the business proportion of each customer manager through the service side and generating a service strategy based on the sequencing result.
In the embodiment of the invention, the strategy construction module adopts a comprehensive evaluation method to comprehensively evaluate each index evaluation result and the corresponding evaluation result to generate the evaluation result of each evaluation database, sorts all client managers according to all evaluation results to generate a sorting result, and dispatches the business proportion of each client manager according to the sorting result through the service end to generate the service strategy corresponding to the optimization request.
It can be understood that after being sorted according to each item of data in the evaluation result, the comprehensive sorting result may be used as a final sorting result, or each item of data in the evaluation result may be given a weight, and the calculated result may be sorted as a final sorting result. The service proportion can be the proportion of the number of the clients correspondingly served by each client manager, or the proportion of the number of the clients correspondingly served by each client manager in different areas.
Optionally, the comprehensive evaluation method adopted by the policy construction module for comprehensive evaluation may be specifically one or a combination of several of a scoring method, an analytic hierarchy process or a fuzzy comprehensive evaluation.
Optionally, the system further comprises:
and the data management system is used for responding to the optimization request and managing the current index evaluation formula and the current positive and negative grade evaluation standard.
In one example of the present invention, a data management system includes a data input unit, a data editing unit, and a data storage unit;
the data input unit is used for responding to the optimization request and acquiring evaluation adjustment data carried by the optimization request;
the data editing unit is used for editing and updating a preset index evaluation formula and a preset positive and negative grade evaluation standard according to the evaluation and adjustment data to generate a current index evaluation formula and a current positive and negative grade evaluation standard;
and the data storage unit is used for storing the current index evaluation formula and the current positive and negative grade evaluation standard.
In the embodiment of the invention, the data management system comprises a data input unit, a data editing unit and a data storage unit, the data input unit can respond to the optimization request, the optimization request is analyzed to determine whether a preset index evaluation formula and a preset positive and negative grade evaluation standard need to be adjusted, if so, the evaluation adjustment data carried by the optimization request is obtained, the data editing unit edits according to the evaluation adjustment data, the current index evaluation formula and the current positive and negative grade evaluation standard corresponding to the optimization request are output, and the current index evaluation formula and the current positive and negative grade evaluation standard are stored through the data storage unit.
It is understood that the adjustment of the index evaluation formula may be to update the set index comprehensive value in the formula. The positive and negative level criteria may be adjusted by updating the positive and negative word property sets contained therein, including words with positive and negative characteristics in the positive and negative word property sets.
Optionally, the system further comprises:
and the data storage module is used for carrying out corresponding cloud storage on all data in the customer manager service strategy optimization system.
Optionally, the cloud end in the data storage module may be embodied as one or a combination of a mobile cloud, a unicom cloud, a telecommunication cloud, or a google cloud.
In the embodiment of the invention, the provided client manager service strategy optimization system relates to a server, a client manager and a client, and comprises an identity confirmation module, a first collection module, a second collection module, a data processing module and a strategy construction module, wherein the identity confirmation module is used for responding to an optimization request of the server, the client manager and the client are used for acquiring first identity authorities and corresponding second identity authorities of a plurality of client managers, so that the first collection module establishes evaluation databases of the first identity authorities, a plurality of index data collected by the client manager are imported into the corresponding evaluation databases by the second collection module and the client exports evaluation data of the second identity authorities, the data processing module is used for carrying out data preprocessing on the index data and the evaluation data in the evaluation databases and determining corresponding index evaluation results and evaluation results, and the evaluation strategy construction module is used for carrying out comprehensive evaluation on the index evaluation results and the evaluation results and generating the service strategy by the server, so as to solve the technical problem of making a lower reliability strategy for service when the service relation between the client manager and the client is made.
Referring to fig. 2, fig. 2 is a flowchart illustrating a method for optimizing a service policy of a customer manager according to a second embodiment of the present invention.
The invention provides a customer manager service strategy optimization method, which relates to a server, a customer manager and a client and is applied to a customer manager service strategy optimization system, wherein the customer manager service strategy optimization system comprises an identity confirmation module, a first collection module, a second collection module, a data processing module and a strategy construction module, and the method comprises the following steps:
step 201, responding to an optimization request of a server through an identity confirmation module, acquiring first identity authorities of a plurality of client managers through a client manager, and acquiring second identity authorities related to all the first identity authorities through a client;
step 202, establishing an evaluation database of each first identity authority through a first collection module, and acquiring a plurality of corresponding index data to the evaluation database through a client manager;
step 203, exporting the evaluation data of each second identity authority through the client by the second collection module, and importing the evaluation data into a corresponding evaluation database;
step 204, respectively preprocessing the index data and the evaluation data in all the evaluation databases through a data processing module, and determining corresponding index evaluation results and evaluation results according to a current index evaluation formula and a current positive-negative evaluation standard;
and step 205, adopting the index evaluation result and the evaluation result to construct an evaluation result through a strategy construction module, and generating a service strategy based on the evaluation result through a service end.
It can be clearly understood by those skilled in the art that, for convenience and simplicity of description, the specific working process of the method described above may refer to the corresponding process in the foregoing system embodiment, and details are not described herein again.
In the several embodiments provided in the present application, it should be understood that the disclosed system and method may be implemented in other ways. For example, the above-described system embodiments are merely illustrative, and for example, the division of the units is only one logical functional division, and other divisions may be realized in practice, for example, a plurality of units or components may be combined or integrated into another system, or some features may be omitted, or not executed. In addition, the shown or discussed mutual coupling or direct coupling or communication connection may be an indirect coupling or communication connection through some interfaces, devices or units, and may be in an electrical, mechanical or other form.
The units described as separate parts may or may not be physically separate, and parts displayed as units may or may not be physical units, may be located in one position, or may be distributed on multiple network units. Some or all of the units can be selected according to actual needs to achieve the purpose of the solution of the embodiment.
The above-mentioned embodiments are only used for illustrating the technical solutions of the present invention, and not for limiting the same; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; and such modifications or substitutions do not depart from the spirit and scope of the corresponding technical solutions of the embodiments of the present invention.

Claims (10)

1. A customer manager service strategy optimization system relates to a server, a customer manager and a client, and comprises:
the identity confirmation module is used for responding to the optimization request of the server side, acquiring first identity authorities of a plurality of client managers through the client manager side, and acquiring second identity authorities related to all the first identity authorities through the client side;
the first collection module is used for establishing an assessment database of each first identity authority and acquiring a plurality of corresponding index data to the assessment database through the client manager;
the second collection module is used for exporting the evaluation data of each second identity authority through the client and importing the evaluation data into a corresponding evaluation database;
the data processing module is used for respectively preprocessing the index data and the evaluation data in all the evaluation databases and then determining corresponding index evaluation results and evaluation results according to a current index evaluation formula and a current positive-negative evaluation standard;
and the strategy construction module is used for constructing an evaluation result by adopting the index evaluation result and the evaluation judgment result, and generating a service strategy based on the evaluation result through the server.
2. The customer manager service policy optimization system of claim 1, wherein the identity confirmation module is specifically configured to:
responding to the optimization request of the server, and analyzing the optimization request to obtain a plurality of corresponding customer managers;
acquiring corresponding first identity authorities from all the client managers through the client manager;
determining clients associated with all of the first identity rights according to the first identity rights;
and acquiring second identity rights of all the clients through the client.
3. The customer manager service policy optimization system of claim 1, wherein the first collection module is specifically configured to:
establishing an assessment database of each of the first identity rights based on all of the first identity rights;
acquiring a plurality of index data corresponding to each first identity authority through the client manager according to a preset index type;
and respectively importing each index data into the corresponding assessment database.
4. The customer manager service policy optimization system according to claim 1, wherein the data processing module comprises a data preprocessing unit, an index evaluation unit and an evaluation and judgment unit;
the data preprocessing unit is used for respectively carrying out data cleaning, data conversion, data description, feature selection and feature extraction on the index data and the evaluation data in all the evaluation databases and outputting corresponding target index data and target evaluation data;
the index evaluation unit is used for determining a corresponding index evaluation result according to a current index evaluation formula based on the target index data;
and the evaluation and evaluation unit is used for determining an evaluation and evaluation result by adopting the target evaluation data and an intelligent algorithm according to the current positive and negative evaluation standard.
5. The customer manager service policy optimization system according to claim 4, wherein the index evaluation unit is specifically configured to:
respectively calculating the sum of all target index data of each evaluation database, and acquiring the current month days and a set index comprehensive value corresponding to the optimization request;
and calculating the difference value between each sum value and the set index comprehensive value, and performing ratio operation on each difference value and the current month days to generate a corresponding index evaluation result.
6. The system of claim 4, wherein the evaluation and evaluation unit is specifically configured to:
crawling all evaluation keywords of the target evaluation data;
when the intelligent algorithm is adopted to determine that the evaluation keyword is a recognition characteristic according to the current positive and negative level evaluation standard, outputting positive evaluation;
when the evaluation keyword is determined to be the derogatory characteristic by adopting an intelligent algorithm according to the current positive and negative grade evaluation standard, outputting negative evaluation;
and respectively counting the first number of positive evaluations and the second number of negative evaluations of each assessment database as index evaluation results.
7. The customer manager service policy optimization system of claim 1, wherein the policy building module is specifically configured to:
respectively integrating each index evaluation result and the corresponding evaluation and judgment result to construct the evaluation result of each evaluation database;
sequencing all the customer managers according to all the evaluation results, and outputting sequencing results;
and scheduling the business proportion of each customer manager through the server and generating a service strategy based on the sequencing result.
8. The customer manager service policy optimization system according to claim 1, further comprising:
and the data management system is used for responding to the optimization request and managing the current index evaluation formula and the current positive and negative grade evaluation standard.
9. The customer manager service policy optimization system according to claim 8, wherein the data management system comprises a data input unit, a data editing unit and a data storage unit;
the data input unit is used for responding to the optimization request and acquiring evaluation adjustment data carried by the optimization request;
the data editing unit is used for editing and updating a preset index evaluation formula and a preset positive and negative grade evaluation standard according to the evaluation and adjustment data to generate the current index evaluation formula and the current positive and negative grade evaluation standard;
the data storage unit is used for storing the current index evaluation formula and the positive and negative grade evaluation standard.
10. A customer manager service strategy optimization method relates to a server, a customer manager and a client, and is applied to a customer manager service strategy optimization system, the customer manager service strategy optimization system comprises an identity confirmation module, a first collection module, a second collection module, a data processing module and a strategy construction module, and the method comprises the following steps:
responding to an optimization request of the server side through the identity confirmation module, acquiring first identity authorities of a plurality of client managers through the client manager side, and acquiring second identity authorities related to all the first identity authorities through the client side;
establishing an assessment database of each first identity authority through the first collection module, and acquiring a plurality of corresponding index data to the assessment database through the client manager;
exporting the evaluation data of each second identity authority through the client by the second collection module, and importing the evaluation data into a corresponding evaluation database;
after the data processing module is used for respectively carrying out data preprocessing on the index data and the evaluation data in all the evaluation databases, determining corresponding index evaluation results and evaluation results according to a current index evaluation formula and a current positive-negative level evaluation standard;
and constructing an evaluation result by adopting the index evaluation result and the evaluation and judgment result through the strategy construction module, and generating a service strategy based on the evaluation result through the server.
CN202211578102.2A 2022-12-05 2022-12-05 System and method for optimizing service strategy of customer manager Pending CN115775176A (en)

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