CN116049512B - Credit body information processing method and device and electronic equipment - Google Patents

Credit body information processing method and device and electronic equipment Download PDF

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Publication number
CN116049512B
CN116049512B CN202310330192.1A CN202310330192A CN116049512B CN 116049512 B CN116049512 B CN 116049512B CN 202310330192 A CN202310330192 A CN 202310330192A CN 116049512 B CN116049512 B CN 116049512B
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credit
information
user
subject
allocated
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CN116049512A (en
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王锦胤
韩少强
刘海涛
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Zijincheng Credit Investigation Co ltd
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Zijincheng Credit Investigation Co ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/903Querying

Abstract

The disclosure provides a credit body information processing method, a credit body information processing device and electronic equipment, wherein the method comprises the following steps: responding to an access request of a first user, and displaying credit subject information corresponding to the access request, wherein the credit subject information is information of a credit subject; responding to a screening request of the first user for credit subject information, and screening the credit subject information to be distributed from the credit subject information; distributing the credit subject to be distributed to a second user, updating the credit subject to be distributed credit subject, and updating the credit subject to be distributed credit subject information at the same time; and recording the follow-up processing of the allocated credit subject information by the second user. According to the credit information display method and the credit information display device, the corresponding credit body information can be displayed efficiently and quickly by responding to the access request of the first user, different information of the credit body does not need to be searched from different channels, and time cost is reduced.

Description

Credit body information processing method and device and electronic equipment
Technical Field
The disclosure relates to the technical field of data processing, and in particular relates to a credit main information processing method and device and electronic equipment.
Background
When a user acquires information of a credit body, the user needs to query basic information such as contact information, positioning and industry type of the credit body and the like, and also needs to report related credit information of the credit body, however, different information of the credit body needs to be acquired from different sources, the process is complicated when the user queries the information one by one, the time spent is long, and the time cost is high.
Aiming at the problem of long time for acquiring credit subject information in the related technology, no effective technical solution is proposed at present.
Disclosure of Invention
The main objective of the present disclosure is to provide a method and an apparatus for processing credit body information, and an electronic device, so as to solve the problem of long time for acquiring credit body information in the related art.
In order to achieve the above object, a first aspect of the present disclosure provides a method for processing credit body information, including:
responding to an access request of a first user, and displaying credit subject information corresponding to the access request, wherein the credit subject information is information of a credit subject;
responding to a screening request of the first user for the credit subject information, and screening the credit subject information to be distributed from the credit subject information;
distributing the credit subject to be distributed to a second user, updating the credit subject to be distributed credit subject, and updating the credit subject to be distributed credit subject information at the same time; and
and recording follow-up processing of the allocated credit subject information by the second user.
Optionally, the responding to the access request of the first user displays credit subject information corresponding to the access request, including:
receiving an access request submitted by the first user on a login page, wherein the first user is used for respectively inputting a user name and a password on the login page and submitting the access request;
judging whether the user name and the password input by a first user in the access request correspond or not by using an account database;
and if the user name input by the first user corresponds to the password, the first user displays credit subject statistical information and credit subject information corresponding to the access request for the first user through password verification, wherein the credit subject statistical information comprises the number of credit subjects, the number of allocated credit subjects and the number of credit subjects to be allocated, and the credit subject information comprises credit information reports of the credit subjects.
Optionally, the responding to the screening request of the first user for the credit subject information screens the credit subject information to be allocated from the credit subject information, including:
receiving a screening request of the first user for the credit subject information according to screening conditions, wherein the screening conditions comprise any one or more of regions, industries, types, campuses, established years, contact ways, positioning, labels, scale sizes, capital grades, registries and operating states of the credit subject;
and responding to the screening request, screening the credit subject information to be distributed, which meets the screening condition, from the credit subject information, and displaying the credit subject information to be distributed to the first user.
Optionally, the responding to the screening request of the first user for the credit subject information screens the credit subject information to be allocated from the credit subject information, including:
receiving a screening request of the first user for the credit subject information according to a preset map area, and screening out credit subject information to be distributed, which is positioned in the preset map area, from the credit subject information;
and displaying the credit subject information to be distributed in the preset map area for the first user.
Optionally, the responding to the screening request of the first user for the credit subject information screens the credit subject information to be allocated from the credit subject information, including:
receiving a screening request of the first user for the credit subject information according to an association relation with a preset credit subject, wherein the association relation between the credit subjects comprises a subordinate mechanism relation, a branch mechanism relation, an investment mechanism relation, a third party mechanism indirect association relation and a personnel crossing relation;
determining an associated credit body with the association relation with the preset credit body, and screening information of the associated credit body from the credit body information;
and displaying the information of the associated credit body to the first user as credit body information to be distributed.
Optionally, the allocating the credit to be allocated subject to which the credit to be allocated subject information belongs to the second user includes:
determining a credit subject to be allocated to which the credit subject information to be allocated belongs, wherein the credit subject information to be allocated and the credit subject to be allocated are in one-to-one correspondence;
selecting a second user following the credit subject to be allocated from the first users, wherein the first user comprises the second user;
and distributing the credit subject to be distributed to the second user, wherein the corresponding relation between the credit subject to be distributed and the second user is one-to-one or many-to-one.
Optionally, the recording the follow-up processing of the allocated credit subject information by the second user includes:
determining an allocated credit subject to which the allocated credit subject information belongs, wherein the allocated credit subject information corresponds to the allocated credit subject one by one;
updating a status of the allocated credit entity according to the progress of the second user following the allocated credit entity, wherein the status of the allocated credit entity comprises not marketing, in-marketing, signed-up and not signed-up;
and recording the updated state of the allocated credit body into follow-up information of the second user on the information of the allocated credit body.
A second aspect of the present disclosure provides a credit subject information processing apparatus, including:
the display unit is used for responding to the access request of the first user and displaying credit subject information corresponding to the access request, wherein the credit subject information is information of a credit subject;
the screening unit is used for responding to the screening request of the first user for the credit subject information and screening the credit subject information to be distributed from the credit subject information;
the distribution unit is used for distributing the credit subject to be distributed, to which the credit subject information to be distributed belongs, to a second user, updating the credit subject to be distributed into a distributed credit subject, and simultaneously updating the credit subject information to be distributed into distributed credit subject information; and
and the follow-up unit is used for recording follow-up processing of the second user on the allocated credit main body information.
A third aspect of the present disclosure provides a computer-readable storage medium storing computer instructions for causing a computer to execute the method of processing credit subject information provided in any one of the first aspects.
A fourth aspect of the present disclosure provides an electronic device, comprising: at least one processor; and a memory communicatively coupled to the at least one processor; wherein 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 cause the at least one processor to perform the method of processing credit subject information provided in any one of the first aspects.
In the method for processing credit body information provided by the embodiment of the disclosure, responding to an access request of a first user, and displaying credit body information corresponding to the access request, wherein the credit body information is information of a credit body; by responding to the access request of the first user, the corresponding credit body information can be displayed efficiently and rapidly, different information of the credit body is not required to be searched from different channels, the time cost is reduced, and the problem of long time for acquiring the credit body information in the related technology is solved;
responding to a screening request of the first user for the credit subject information, and screening the credit subject information to be distributed from the credit subject information; the screening request of the first user is used for screening the credit subject information to be allocated which meets the screening request from the credit subject information, so that the credit subject information to be allocated required by the first user can be conveniently and conveniently screened from a large amount of credit subject information, and a large amount of time is saved by searching the credit subject information one by one;
distributing the credit subject to be distributed to a second user, updating the credit subject to be distributed credit subject, and updating the credit subject to be distributed credit subject information at the same time; and recording follow-up processing of the allocated credit subject information by the second user. The credit subject to be allocated is allocated to the second user, the designated credit subject to be allocated is allocated to the designated second user, and the credit subject to be allocated is updated to be the allocated credit subject, so that the second user can continuously follow up the information of the allocated credit subject, and the latest information of the allocated credit subject can be timely acquired.
Drawings
In order to more clearly illustrate the embodiments of the present disclosure or the prior art, the drawings that are required in the detailed description or the prior art will be briefly described, it will be apparent that the drawings in the following description are only some embodiments of the present disclosure and that other drawings may be obtained from these drawings without inventive effort to those of ordinary skill in the art.
Fig. 1 is a flow chart of a method for processing credit body information according to an embodiment of the disclosure;
FIG. 2 is a business flow diagram provided by an embodiment of the present disclosure;
FIG. 3 is a data flow analysis diagram provided by an embodiment of the present disclosure;
FIG. 4 is a block diagram of a credit body information processing apparatus provided by an embodiment of the present disclosure;
fig. 5 is a block diagram of an electronic device provided in an embodiment of the present disclosure.
Detailed Description
In order that those skilled in the art will better understand the present disclosure, a technical solution in the embodiments of the present disclosure will be clearly and completely described below with reference to the accompanying drawings in which it is apparent that the described embodiments are only some embodiments of the present disclosure, not all embodiments. All other embodiments, which can be made by one of ordinary skill in the art without inventive effort, based on the embodiments in this disclosure, shall fall within the scope of the present disclosure.
It should be noted that the terms "first," "second," and the like in the description and claims of the present disclosure and in the foregoing figures are used for distinguishing between similar objects and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used may be interchanged where appropriate in order to describe the embodiments of the disclosure 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.
It should be noted that, without conflict, the embodiments of the present disclosure and features of the embodiments may be combined with each other. The present disclosure will be described in detail below with reference to the accompanying drawings in conjunction with embodiments.
When a user obtains information of a credit body, the user needs to query basic information such as contact information, positioning and industry type of the credit body and the like, and related credit information reports of the credit body are needed, however, different information of the credit body needs to be obtained from different sources, the process is complicated when the user queries information one by one through a WEB page, the information of the credit body cannot be obtained quickly, the time spent is long, and the time cost is high. In addition, the user can only search the relevant information of the credit main body through the WEB page, the information channel is single, and the difficulty of acquiring the information is increased.
In addition, the user needs to acquire information again through the WEB page every time the user searches the credit subject information, so that the continuous attention to the credit subject information cannot be kept, and the marketing strategy for the credit subject cannot be formulated by continuously acquiring the latest information of the credit subject.
In order to solve the above-mentioned problems, an embodiment of the present disclosure provides a method for processing credit subject information, and also includes a method for querying credit subject information, as shown in fig. 1, including steps S101 to S104 as follows:
step S101: responding to an access request of a first user, and displaying credit subject information corresponding to the access request, wherein the credit subject information is information of a credit subject; the credit body information comprises credit body basic information and credit information reports, wherein the credit body basic information comprises names, contact ways, positioning, regions, parks, labels, industries, types, scale sizes, capital grades, registered places, operating states and the like;
the basic information of the credit subject can be obtained through websites such as a search engine or an enterprise credit information display system for issuing information in advance, credit information reports of the credit subject or credit information reports can be obtained through banks in advance, and the credit subject information of different sources is summarized into the method provided by the embodiment of the disclosure in advance, so that when a first user sends out a request for accessing the credit subject information, the corresponding credit subject information can be displayed for the first user.
By summarizing the credit subject information of different source channels in advance, when the access request of the first user is responded, the corresponding credit subject information can be displayed efficiently and quickly, the user is not required to search the different information of the credit subject from different channels, the time cost of the user is reduced, and the problem of long time for acquiring the credit subject information in the related technology is solved.
In an alternative embodiment of the present disclosure, step S101 includes:
receiving an access request submitted by a first user on a login page, wherein the first user is used for respectively inputting a user name and a password on the login page and submitting the access request, and the first user can be an administrator or a salesman; the system formed by the pages such as the login page is developed based on the SpringBoot mode, the mode is low in cost and easy to operate, the elastic search is used for storing the bottom data, the information of all credit bodies and an account database used in the page interaction process are included, and the bottom data can be efficiently stored in a quick search mode. The method and the device can be used at the APP end, the APP end and the WEB end of the computer to inquire credit subject information through various ways, are concise and efficient to develop, and can be used for quickly searching out basic information and credit information reports of the inquired credit subject.
Judging whether a user name and a password input by a first user in an access request correspond or not by using an account database;
and if the user name and the password input by the first user correspond, the first user displays credit subject statistical information and credit subject information corresponding to the access request for the first user through password verification, wherein the credit subject statistical information comprises the number of credit subjects, the number of allocated credit subjects and the number of credit subjects to be allocated, and the credit subject information comprises credit information reports of the credit subjects.
The first user logs in the system, jumps to the system home page after password verification, and the first user can see a series of statistical information of credit principals, such as credit principal quantity statistics, credit principal quantity statistics to be distributed, distributed quantity statistics, an organization to which the first user belongs, operation information of the first user, follow-up record information and the like on the page.
The service flow chart provided by the embodiment of the disclosure is shown in fig. 2, and the functional modules corresponding to each service are respectively:
(1) User login: the user access entry is used for carrying out system login through a visual login page;
(2) And (3) system management: an administrator may manage the system from a number of aspects, including user management, role management, menu management, and organization management;
user management: an administrator can realize the new addition of the user, and the modification of the user information, the mechanism to which the user belongs and the role through the page;
role management: the administrator can manage all role information and all roles of users, so that the authority of the users in the system is controlled;
menu management: an administrator can manage the addition, deletion and modification of all menus of the system;
and (3) mechanism management: an administrator can realize the management of the system mechanism information;
(3) Credit reporting: the user can quickly inquire the credit information report of the credit main body;
(4) Marketing statistics: counting data such as credit subjects to be allocated, credit subjects allocated and the like;
(5) Accurate marketing, map business conditions and batch identification: inquiring the corresponding credit body through the credit body related information;
(6) Principal assignment/customer assignment: the administrator can distribute the appointed credit body to the appointed user and carry out the subsequent follow-up processing;
(7) Subject follow-up/customer follow-up: after the user obtains the allocated credit subject information, a series of follow-up processing operations can be performed on the subject, and the follow-up information is added or updated, so that the follow-up information after the credit subject is allocated and the relevant follow-up information is input and the credit subject state is processed.
Step S102: and responding to a screening request of the first user for credit subject information, and screening the credit subject information to be distributed from the credit subject information.
In an alternative embodiment of the present disclosure, step S102 includes:
receiving a screening request of a first user for credit subject information according to screening conditions, wherein the screening conditions comprise any one or more of regions, industries, types, campuses, established years, contact ways, positioning, labels, scale sizes, capital grades, registered places and operating states of the credit subject;
and responding to the screening request, screening the credit subject information to be distributed, which meets the screening condition, from the credit subject information, and displaying the credit subject information to be distributed to the first user.
The first user can perform more accurate query on the credit subject through regions, industries, credit subject types, campuses, established years and customized screening conditions.
In an alternative embodiment of the present disclosure, step S102 includes:
the method comprises the steps of receiving a screening request of a first user for credit subject information according to a preset map area, and screening credit subject information to be distributed, which is located in the preset map area, from the credit subject information;
and displaying the credit subject information to be distributed in the preset map area for the first user. The first user may also search for credit principals within the designated area through the map.
In an alternative embodiment of the present disclosure, step S102 includes:
receiving a screening request of a first user for credit main body information according to an association relation with a preset credit main body, wherein the association relation between the credit main bodies comprises a subordinate mechanism relation, a branch mechanism relation, an investment mechanism relation, a third party mechanism indirect association relation and a personnel crossing relation;
determining an associated credit body with an association relation with a preset credit body, and screening information of the associated credit body from credit body information;
and displaying the information associated with the credit body to the first user as credit body information to be allocated. The first user may also query, via a designated credit principal, information of other relevant credit principals associated with the credit principal, such as other relevant credit principals under the same physical control name, other relevant credit principals forming a branch relationship with the credit principal, and so forth.
Step S103: distributing the credit subject to be distributed to a second user, updating the credit subject to be distributed credit subject, and updating the credit subject to be distributed credit subject information at the same time;
after the screening result, the first user can perform operations such as distribution and related follow-up on the credit main body, and also can perform operations of inquiring credit information of the main body.
The data flow analysis chart provided by the embodiment of the disclosure is shown in fig. 3, wherein the data is divided into two layers: the elastic search layer and the Mysql layer are positioned between the two layers of data by modules such as accurate marketing, map marketing, batch identification and the like;
specifically, the elastic search stores credit body information, including credit body information and credit information reports; mysql stores approval information of the credit principal, including data specifying the allocation of the second user to the credit principal to be allocated, and follow-up information generated by follow-up. After the user inquires the credit subject information stored in the elastic search, the storage process allocated to the specified user and the follow-up information of the credit subject are recorded in the Mysql database.
In an optional embodiment of the present disclosure, allocating the credit subject to be allocated to which the credit subject to be allocated information belongs in step S103 to the second user includes:
determining a credit subject to be allocated to which credit subject information to be allocated belongs, wherein the credit subject information to be allocated corresponds to the credit subject to be allocated one by one;
selecting a second user following the credit subject to be allocated from the first users, wherein the first user comprises the second user, and the second user can be a salesman;
and distributing the credit subject to be distributed to the second user, wherein the corresponding relation between the credit subject to be distributed and the second user is one-to-one or many-to-one. The credit main body to be allocated is allocated to the second user in an appointed manner, so that the credit main body to be allocated is beneficial to continuously paying attention to, updated information of the credit main body to be allocated is acquired in real time, and the appointed credit main body to be allocated can be followed by the appointed second user according to actual conditions, so that the credit main body to be allocated is not limited by regions, parks, positioning and the like.
Step S104: and recording the follow-up processing of the allocated credit subject information by the second user.
In an alternative embodiment of the present disclosure, step S104 includes:
determining an allocated credit subject to which the allocated credit subject information belongs, wherein the allocated credit subject information corresponds to the allocated credit subject one by one;
updating the status of the allocated credit entity according to the progress of the second user following the allocated credit entity, wherein the status of the allocated credit entity comprises not marketing, in-marketing, signed-up and not signed-up;
and recording the updated state of the allocated credit body into follow-up information of the second user on the information of the allocated credit body. In addition, the information of the allocated credit entity in the economic condition, the financial condition or the financing condition can be input into the follow-up information by following the progress of the allocated credit entity in the economic condition, the financial condition or the financing condition and used as the reference information for carrying out accurate marketing.
In combination with step S103 and step S104, by assigning the credit entity to be assigned to the second user and performing the follow-up processing on the assigned credit entity information by the second user, the second user can quickly acquire the credit entity information and the financing status information updated by the credit entity through the continuously acquired follow-up information, so as to realize continuous follow-up of the credit entity, acquire the latest information of the credit entity in real time, add and update the information of the credit entity, and provide accurate credit entity information for accurate marketing.
From the above description, it can be seen that the present disclosure achieves the following technical effects:
by summarizing the credit subject information of different source channels in advance, when the access request of the first user is responded, the corresponding credit subject information can be displayed efficiently and quickly, the user is not required to search the different information of the credit subject from different channels, the time cost of the user is reduced, and the problem of long time for acquiring the credit subject information in the related technology is solved;
through the SpringBoot mode and the elastic search, the method can be used at a computer APP end, a mobile APP end and a computer WEB end, credit subject information can be queried through various ways, and the method is concise and efficient to develop, so that basic information and credit information reports of the queried credit subject can be quickly searched;
the credit main body to be allocated is allocated to the second user in an appointed manner, so that the credit main body to be allocated is beneficial to continuously paying attention to, updated information of the credit main body to be allocated is acquired in real time, and the appointed credit main body to be allocated can be followed by the appointed second user according to actual conditions, so that the credit main body to be allocated is not limited by regions, parks, positioning and the like;
the credit subject to be allocated is allocated to the second user, the second user carries out follow-up processing on the information of the allocated credit subject, the second user can quickly acquire the information of the credit subject and the updated financing condition information of the credit subject through the continuously acquired follow-up information, continuous follow-up on the credit subject is realized, the latest information of the credit subject is acquired in real time, the information of the credit subject is added and updated, and accurate credit subject information is provided for accurate marketing.
It should be noted that the steps illustrated in the flowcharts of the figures may be performed in a computer system such as a set of computer executable instructions, and that although a logical order is illustrated in the flowcharts, in some cases the steps illustrated or described may be performed in an order other than that illustrated herein.
The embodiment of the present disclosure also provides a credit body information processing apparatus for implementing the credit body information processing method, as shown in fig. 4, where the processing apparatus 40 includes:
a display unit 41, configured to respond to an access request of a first user, and display credit body information corresponding to the access request, where the credit body information is information of a credit body;
a screening unit 42, configured to screen credit subject information to be allocated from the credit subject information in response to a screening request of the first user for the credit subject information;
an allocation unit 43, configured to allocate a credit entity to be allocated to which the credit entity information to be allocated belongs to the second user, and update the credit entity to be allocated to be an allocated credit entity, and update the credit entity information to be allocated credit entity information; and
a follow-up unit 44, configured to record a follow-up process of the allocated credit subject information by the second user.
The specific manner in which the units of the above embodiments of the apparatus perform their operations has been described in detail in relation to the embodiments of the method and is not described in detail here.
The disclosed embodiment also provides an electronic device, as shown in fig. 5, which includes one or more processors 51 and a memory 52, and one processor 51 is exemplified in fig. 5.
The controller may further include: an input device 53 and an output device 54.
The processor 51, the memory 52, the input device 53 and the output device 54 may be connected by a bus or otherwise, for example in fig. 5.
The processor 51 may be a central processing unit (Central Processing Unit, abbreviated as CPU), the processor 51 may be other general purpose processor, digital signal processor (Digital Signal Processor, abbreviated as DSP), application specific integrated circuit (Application Specific Integrated Circuit, abbreviated as ASIC), field programmable gate array (Field-Programmable Gate Array, abbreviated as FPGA) or other programmable logic device, discrete gate or transistor logic device, discrete hardware component, or a combination of the foregoing chips, and the general purpose processor may be a microprocessor or any conventional processor.
The memory 52, as a non-transitory computer readable storage medium, may be used to store non-transitory software programs, non-transitory computer-executable programs, and modules, such as program instructions/modules corresponding to the control methods in embodiments of the present disclosure. The processor 51 executes various functional applications of the server and data processing, that is, a processing method of credit body information implementing the above-described method embodiment, by running non-transitory software programs, instructions, and modules stored in the memory 52.
Memory 52 may include a storage program area that may store an operating system, at least one application program required for functionality, and a storage data area; the storage data area may store data created according to the use of a processing device operated by the server, or the like. In addition, memory 52 may include high-speed random access memory, and may also include non-transitory memory, such as at least one magnetic disk storage device, flash memory device, or other non-transitory solid state storage device. In some embodiments, memory 52 may optionally include memory located remotely from processor 51, which may be connected to the network connection device via a network. Examples of such networks include, but are not limited to, the internet, intranets, local area networks, mobile communication networks, and combinations thereof.
The input device 53 may receive input numeric or character information and generate key signal inputs related to user settings and function control of the processing device of the server. The output device 54 may include a display device such as a display screen.
One or more modules are stored in the memory 52 that, when executed by the one or more processors 51, perform the method shown in fig. 1.
It will be appreciated by those skilled in the art that implementing all or part of the above-described embodiment method may be implemented by a computer program for instructing relevant hardware, and the program may be stored in a computer readable storage medium, and the program may include the embodiment of the above-described motor control method when executed. The storage medium may be a magnetic Disk, an optical disc, a Read-Only Memory (ROM), a random access Memory (Random Access Memory, RAM), a Flash Memory (FM), a Hard Disk (HDD), or a Solid State Drive (SSD); the storage medium may also comprise a combination of memories of the kind described above.
Although embodiments of the present disclosure have been described with reference to the accompanying drawings, various modifications and variations may be made by those skilled in the art without departing from the spirit and scope of the disclosure, and such modifications and variations fall within the scope as defined by the appended claims.

Claims (9)

1. A method for processing credit body information, comprising:
responding to an access request of a first user, and displaying credit subject information corresponding to the access request, wherein the first user is an administrator or salesman, the credit subject information is credit subject information, the credit subject information comprises credit subject basic information and credit information report, and the credit subject basic information comprises names, contact ways, positioning, regions, parks, labels, industries, types, scale sizes, capital grades, registered places and operating states;
responding to a screening request of the first user for the credit subject information, and screening the credit subject information to be distributed from the credit subject information;
distributing the credit subject to be distributed to a second user, updating the credit subject to be distributed credit subject, and updating the credit subject to be distributed credit subject information, wherein the second user is a salesperson; and
recording the follow-up processing of the allocated credit subject information by the second user;
wherein the allocating the credit subject to be allocated to the second user to which the credit subject to be allocated information belongs includes:
determining a credit subject to be allocated to which the credit subject information to be allocated belongs, wherein the credit subject information to be allocated and the credit subject to be allocated are in one-to-one correspondence;
selecting a second user following the credit subject to be allocated from the first users, wherein the first user comprises the second user;
and distributing the credit subject to be distributed to the second user, wherein the corresponding relation between the credit subject to be distributed and the second user is one-to-one or many-to-one.
2. The method of claim 1, wherein the responding to the access request of the first user to display the credit body information corresponding to the access request comprises:
receiving an access request submitted by the first user on a login page, wherein the first user is used for respectively inputting a user name and a password on the login page and submitting the access request;
judging whether the user name and the password input by a first user in the access request correspond or not by using an account database;
and if the user name input by the first user corresponds to the password, the first user displays credit subject statistical information and credit subject information corresponding to the access request for the first user through password verification, wherein the credit subject statistical information comprises the number of credit subjects, the number of allocated credit subjects and the number of credit subjects to be allocated, and the credit subject information comprises credit information reports of the credit subjects.
3. The method of claim 1, wherein the screening credit body information from the credit body information in response to the first user screening request for the credit body information comprises:
receiving a screening request of the first user for the credit subject information according to screening conditions, wherein the screening conditions comprise any one or more of regions, industries, types, campuses, established years, contact ways, positioning, labels, scale sizes, capital grades, registries and operating states of the credit subject;
and responding to the screening request, screening the credit subject information to be distributed, which meets the screening condition, from the credit subject information, and displaying the credit subject information to be distributed to the first user.
4. The method of claim 1, wherein the screening credit body information from the credit body information in response to the first user screening request for the credit body information comprises:
receiving a screening request of the first user for the credit subject information according to a preset map area, and screening out credit subject information to be distributed, which is positioned in the preset map area, from the credit subject information;
and displaying the credit subject information to be distributed in the preset map area for the first user.
5. The method of claim 1, wherein the screening credit body information from the credit body information in response to the first user screening request for the credit body information comprises:
receiving a screening request of the first user for the credit subject information according to an association relation with a preset credit subject, wherein the association relation between the credit subjects comprises a subordinate mechanism relation, a branch mechanism relation, an investment mechanism relation, a third party mechanism indirect association relation and a personnel crossing relation;
determining an associated credit body with the association relation with the preset credit body, and screening information of the associated credit body from the credit body information;
and displaying the information of the associated credit body to the first user as credit body information to be distributed.
6. The method of claim 1, wherein the recording of the follow-up processing of the allocated credit body information by the second user comprises:
determining an allocated credit subject to which the allocated credit subject information belongs, wherein the allocated credit subject information corresponds to the allocated credit subject one by one;
updating a status of the allocated credit entity according to the progress of the second user following the allocated credit entity, wherein the status of the allocated credit entity comprises not marketing, in-marketing, signed-up and not signed-up;
and recording the updated state of the allocated credit body into follow-up information of the second user on the information of the allocated credit body.
7. A credit body information processing apparatus, comprising:
the system comprises a display unit, a first user and a second user, wherein the display unit is used for responding to an access request of the first user and displaying credit subject information corresponding to the access request, the first user is an administrator or salesman, the credit subject information is credit subject information, the credit subject information comprises credit subject basic information and credit information reports, and the credit subject basic information comprises names, contact ways, positioning, regions, parks, labels, industries, types, scale sizes, capital grades, registered places and operating states;
the screening unit is used for responding to the screening request of the first user for the credit subject information and screening the credit subject information to be distributed from the credit subject information;
the distribution unit is used for distributing the credit subject to be distributed, to which the credit subject information to be distributed belongs, to a second user, updating the credit subject to be distributed into a distributed credit subject, and simultaneously updating the credit subject information to be distributed into the distributed credit subject information, wherein the second user is a salesperson; and
a follow-up unit, configured to record a follow-up process of the second user on the allocated credit body information;
wherein the allocating the credit subject to be allocated to the second user to which the credit subject to be allocated information belongs includes:
determining a credit subject to be allocated to which the credit subject information to be allocated belongs, wherein the credit subject information to be allocated and the credit subject to be allocated are in one-to-one correspondence;
selecting a second user following the credit subject to be allocated from the first users, wherein the first user comprises the second user;
and distributing the credit subject to be distributed to the second user, wherein the corresponding relation between the credit subject to be distributed and the second user is one-to-one or many-to-one.
8. A computer-readable storage medium storing computer instructions for causing a computer to execute the credit subject information processing method according to any one of claims 1 to 6.
9. An electronic device, the electronic device comprising: at least one processor; and a memory communicatively coupled to the at least one processor; wherein 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 cause the at least one processor to perform the credit body information processing method of any one of claims 1-6.
CN202310330192.1A 2023-03-30 2023-03-30 Credit body information processing method and device and electronic equipment Active CN116049512B (en)

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