CN116739611A - Customer information tracking management method, device, equipment and medium - Google Patents
Customer information tracking management method, device, equipment and medium Download PDFInfo
- Publication number
- CN116739611A CN116739611A CN202310998868.4A CN202310998868A CN116739611A CN 116739611 A CN116739611 A CN 116739611A CN 202310998868 A CN202310998868 A CN 202310998868A CN 116739611 A CN116739611 A CN 116739611A
- Authority
- CN
- China
- Prior art keywords
- client
- customer
- newly added
- data
- product
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Granted
Links
- 238000007726 management method Methods 0.000 title claims description 57
- 238000012795 verification Methods 0.000 claims abstract description 42
- 238000000034 method Methods 0.000 claims abstract description 27
- 238000012545 processing Methods 0.000 claims abstract description 15
- 230000006870 function Effects 0.000 claims description 51
- 238000011156 evaluation Methods 0.000 claims description 24
- 238000013475 authorization Methods 0.000 claims description 12
- 238000012216 screening Methods 0.000 claims description 12
- 230000000977 initiatory effect Effects 0.000 claims description 3
- 238000004378 air conditioning Methods 0.000 claims description 2
- 238000004590 computer program Methods 0.000 description 11
- 238000005516 engineering process Methods 0.000 description 10
- 238000013473 artificial intelligence Methods 0.000 description 5
- 238000010586 diagram Methods 0.000 description 5
- 238000012423 maintenance Methods 0.000 description 5
- 238000004891 communication Methods 0.000 description 4
- 238000013500 data storage Methods 0.000 description 4
- 238000004422 calculation algorithm Methods 0.000 description 3
- 238000004364 calculation method Methods 0.000 description 3
- 239000004973 liquid crystal related substance Substances 0.000 description 2
- 230000003287 optical effect Effects 0.000 description 2
- 230000002093 peripheral effect Effects 0.000 description 2
- 238000013139 quantization Methods 0.000 description 2
- 230000004044 response Effects 0.000 description 2
- 238000012552 review Methods 0.000 description 2
- 230000009286 beneficial effect Effects 0.000 description 1
- 230000005540 biological transmission Effects 0.000 description 1
- 238000013135 deep learning Methods 0.000 description 1
- 238000001514 detection method Methods 0.000 description 1
- 238000000802 evaporation-induced self-assembly Methods 0.000 description 1
- 230000010365 information processing Effects 0.000 description 1
- 230000003993 interaction Effects 0.000 description 1
- 230000002452 interceptive effect Effects 0.000 description 1
- 238000010801 machine learning Methods 0.000 description 1
- 230000007246 mechanism Effects 0.000 description 1
- 230000005055 memory storage Effects 0.000 description 1
- 238000012986 modification Methods 0.000 description 1
- 230000004048 modification Effects 0.000 description 1
- 238000003058 natural language processing Methods 0.000 description 1
- 230000008569 process Effects 0.000 description 1
- 230000000007 visual effect Effects 0.000 description 1
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F21/00—Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
- G06F21/60—Protecting data
- G06F21/62—Protecting access to data via a platform, e.g. using keys or access control rules
- G06F21/6218—Protecting access to data via a platform, e.g. using keys or access control rules to a system of files or objects, e.g. local or distributed file system or database
Landscapes
- Engineering & Computer Science (AREA)
- Theoretical Computer Science (AREA)
- Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Physics & Mathematics (AREA)
- Marketing (AREA)
- Databases & Information Systems (AREA)
- Finance (AREA)
- General Business, Economics & Management (AREA)
- Economics (AREA)
- Development Economics (AREA)
- Accounting & Taxation (AREA)
- Strategic Management (AREA)
- Health & Medical Sciences (AREA)
- Bioethics (AREA)
- General Health & Medical Sciences (AREA)
- Computer Hardware Design (AREA)
- Computer Security & Cryptography (AREA)
- Software Systems (AREA)
- General Engineering & Computer Science (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention relates to the technical field of data processing, and provides a method, a device, equipment and a medium for tracking and managing customer information, which can acquire invoice data of a newly added customer and a customer portrait corresponding to a product to be processed as a target portrait, and check the newly added customer according to the invoice data and the target portrait so as to realize accurate check of the customer in combination with the customer portrait, track and record the feeding state of the newly added customer after the verification, thereby being convenient for effectively managing the newly added customer.
Description
Technical Field
The present invention relates to the field of data processing technologies, and in particular, to a method, an apparatus, a device, and a medium for tracking and managing client information.
Background
As the cooperative products become more and more complex, different cooperative products need to be managed uniformly in order to facilitate maintenance of the products and clients.
In the prior art, the maintenance is usually carried out in an online document mode, and more products are added, so that the maintenance mode is not beneficial to unified management of customer information, and information leakage of customers is easy to cause.
Disclosure of Invention
In view of the foregoing, it is desirable to provide a method, apparatus, device, and medium for tracking and managing client information, which can effectively track and manage client information and avoid data leakage.
A customer information tracking management method is applied to a customer information tracking management system, and comprises the following steps:
when a new client initiates a part feeding request, determining a product to be fed of the new client according to the part feeding request;
acquiring invoice data of the newly added customer, and acquiring a customer portrait corresponding to the product to be fed as a target portrait;
checking the newly added clients according to the invoice data and the target image;
when the newly added client passes the verification, tracking and recording the feeding state of the newly added client;
and acquiring incremental data in the customer information tracking management system at preset time intervals, and encrypting and storing the incremental data.
According to a preferred embodiment of the present invention, before determining the to-be-added product of the new customer according to the feeding request, the method further includes:
initiating an authorization request to the newly added client;
and pushing an operation link for triggering re-authorization to the newly added client when the newly added client fails to authorize.
According to a preferred embodiment of the present invention, before the obtaining the invoice data of the newly added client, the method further includes:
acquiring the data uploaded by the newly added client;
retrieving the header of the imported file by using the importation data function to obtain a header keyword;
and updating the data uploaded by the newly added clients according to the header keywords to obtain the invoice data.
According to a preferred embodiment of the present invention, before the obtaining the customer image corresponding to the product to be fed, the method further includes:
acquiring clients of each product of the feed;
acquiring evaluation information fed back by each customer for each product;
screening potential customers of each product from the customers of each product according to the evaluation information fed back by each customer for each product;
acquiring operation information of each potential customer on each product;
performing secondary screening on each potential client according to the operation information of each product by each potential client to obtain a target client corresponding to each product;
Acquiring attribute information of each target client;
generating a customer portrait corresponding to each product according to the attribute information of each target customer;
the operation information of each product comprises the frequency of feeding each product and overdue data.
According to a preferred embodiment of the present invention, the verifying the newly added client according to the invoice data and the target image includes:
invoking a designated security interface to check the registration information of the newly added client;
when the registration information passes the verification, a pre-configured rigid rejection item and verification logic corresponding to the rigid rejection item are obtained;
and carrying out rigid verification on the newly added client based on the verification logic and the data obtained from the invoice data.
According to a preferred embodiment of the present invention, the encrypting the incremental data includes:
generating a plurality of different strong prime numbers by using a random number generator;
performing modular operation on the strong prime number to obtain a first numerical value;
constructing an Euler function based on the first numerical value;
randomly selecting a public key; wherein the public key is a positive integer which is more than 1 and less than the Euler function value; the greatest common divisor between the public key and the Euler function value is 1;
Calculating modulo inverse elements of the public key corresponding to the Euler function as a private key;
encrypting the incremental data by using the public key to obtain ciphertext data, and storing the ciphertext data into a configuration database;
and issuing the private key to a person with data operation authority for storage.
According to a preferred embodiment of the present invention, after the tracking and recording of the incoming status of the newly added client, the method further includes:
when detecting that the newly added client is in a settled state, acquiring keywords of the newly added client;
generating a continuous loan data in the configuration database by using an insert statement;
and executing a repayment processing on the newly added client based on the repayment data.
A customer information tracking management apparatus operating in a customer information tracking management system, the customer information tracking management apparatus comprising:
the determining unit is used for determining a to-be-fed product of the newly added client according to the feeding request when the newly added client initiates the feeding request;
the acquisition unit is used for acquiring invoice data of the newly added customer and acquiring a customer portrait corresponding to the product to be fed as a target portrait;
The verification unit is used for verifying the newly added clients according to the invoice data and the target image;
the tracking and recording unit is used for tracking and recording the feeding state of the new client when the new client passes the verification;
and the encryption storage unit is used for acquiring the incremental data in the client information tracking management system at preset time intervals and encrypting and storing the incremental data.
A computer device, the computer device comprising:
a memory storing at least one instruction; a kind of electronic device with high-pressure air-conditioning system
And the processor executes the instructions stored in the memory to realize the client information tracking management method.
A computer-readable storage medium having stored therein at least one instruction for execution by a processor in a computer device to implement the customer information tracking management method.
According to the technical scheme, the invoice data of the newly added customer and the customer portrait corresponding to the product to be fed are obtained as target portraits, the newly added customer is checked according to the invoice data and the target portraits, the accurate verification of the customer is realized by combining the customer portraits, the feeding state of the newly added customer is tracked and recorded after the verification, the effectively management of the newly added customer is facilitated, further, incremental data in a customer information tracking management system are obtained at preset time intervals, the incremental data are stored in an encrypted mode, the data storage speed is improved, and the safety of the data is guaranteed.
Drawings
FIG. 1 is a flow chart of a preferred embodiment of the client information tracking management method of the present invention.
FIG. 2 is a functional block diagram of a preferred embodiment of the customer information tracking management apparatus of the present invention.
FIG. 3 is a schematic diagram of a computer device implementing a preferred embodiment of a client information tracking management method according to the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention will be described in detail with reference to the accompanying drawings and specific embodiments.
FIG. 1 is a flow chart of a preferred embodiment of the client information tracking management method of the present invention. The order of the steps in the flowchart may be changed and some steps may be omitted according to various needs.
The customer information tracking management method is applied to one or more computer devices, wherein the computer device is a device capable of automatically performing numerical calculation and/or information processing according to preset or stored instructions, and the hardware of the computer device comprises a microprocessor, an application specific integrated circuit (Application Specific Integrated Circuit, ASIC), a programmable gate array (Field-Programmable Gate Array, FPGA), a digital processor (Digital Signal Processor, DSP), an embedded device and the like.
The computer device may be any electronic product that can interact with a user in a human-computer manner, such as a personal computer, tablet computer, smart phone, personal digital assistant (Personal Digital Assistant, PDA), game console, interactive internet protocol television (Internet Protocol Television, IPTV), smart wearable device, etc.
The computer device may also include a network device and/or a user device. Wherein the network device includes, but is not limited to, a single network server, a server group composed of a plurality of network servers, or a Cloud based Cloud Computing (Cloud Computing) composed of a large number of hosts or network servers.
The server may be an independent server, or may be a cloud server that provides cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communications, middleware services, domain name services, security services, content delivery networks (Content Delivery Network, CDN), and basic cloud computing services such as big data and artificial intelligence platforms.
Among these, artificial intelligence (Artificial Intelligence, AI) is the theory, method, technique and application system that uses a digital computer or a digital computer-controlled machine to simulate, extend and extend human intelligence, sense the environment, acquire knowledge and use knowledge to obtain optimal results.
Artificial intelligence infrastructure technologies generally include technologies such as sensors, dedicated artificial intelligence chips, cloud computing, distributed storage, big data processing technologies, operation/interaction systems, mechatronics, and the like. The artificial intelligence software technology mainly comprises a computer vision technology, a robot technology, a biological recognition technology, a voice processing technology, a natural language processing technology, machine learning/deep learning and other directions.
The network in which the computer device is located includes, but is not limited to, the internet, a wide area network, a metropolitan area network, a local area network, a virtual private network (Virtual Private Network, VPN), and the like.
The client information tracking management method is applied to a client information tracking management system and comprises the following steps:
s10, when a new client initiates a part feeding request, determining a product to be fed of the new client according to the part feeding request.
In this embodiment, when a new client initiates the request for entering a part, different client basic information, such as an enterprise identifier, an enterprise name, etc., is entered according to different fund party requirements.
In this embodiment, the product to be fed may be various financial products such as insurance products and loan products.
In this embodiment, before determining the to-be-added product of the new customer according to the feeding request, the method further includes:
Initiating an authorization request to the newly added client;
and pushing an operation link for triggering re-authorization to the newly added client when the newly added client fails to authorize.
Through the embodiment, when the authorization of the newly added client fails, the link is automatically pulled up for the client to re-authorize, so that the success of authorization is ensured.
S11, acquiring invoice data of the newly added customer, and acquiring a customer portrait corresponding to the product to be fed as a target portrait.
In this embodiment, before the obtaining the invoice data of the new customer, the method further includes:
acquiring the data uploaded by the newly added client;
retrieving the header of the imported file by using the importation data function to obtain a header keyword;
and updating the data uploaded by the newly added clients according to the header keywords to obtain the invoice data.
Through the embodiment, the data uploaded by the clients can be uniformly converted into the table so as to be convenient for storage.
In this embodiment, before the obtaining the customer image corresponding to the product to be fed, the method further includes:
acquiring clients of each product of the feed;
acquiring evaluation information fed back by each customer for each product;
Screening potential customers of each product from the customers of each product according to the evaluation information fed back by each customer for each product;
acquiring operation information of each potential customer on each product;
performing secondary screening on each potential client according to the operation information of each product by each potential client to obtain a target client corresponding to each product;
acquiring attribute information of each target client;
generating a customer portrait corresponding to each product according to the attribute information of each target customer;
the operation information of each product comprises the frequency of feeding each product and overdue data.
Wherein the evaluation information may include a positive evaluation and a negative evaluation.
Specifically, the step of screening potential customers of each product from customers of each product according to the evaluation information of each product fed back by each customer comprises the following steps:
and acquiring the clients for performing forward evaluation on each product from the evaluation information of each product as potential clients of each product.
Specifically, the secondary screening of each potential client according to the operation information of each potential client on each product, to obtain the target client corresponding to each product includes:
Acquiring a first weight corresponding to the feeding frequency and a second weight corresponding to the overdue data;
weighting calculation is carried out by using the first weight, the second weight, the frequency of the incoming part and the overdue data, so as to obtain a quantized value corresponding to each potential customer;
acquiring a pre-configured threshold value;
acquiring potential clients with the quantization value larger than or equal to the threshold value as candidate clients corresponding to each product;
acquiring a preset overdue time threshold;
and deleting clients with overdue data larger than the overdue time threshold from the candidate clients to obtain target clients corresponding to each product.
The threshold and the overdue time threshold may be configured according to actual service requirements.
Wherein the attribute information of each target client may include, but is not limited to: gender, age, academic, etc. of each target customer.
In the embodiment, the clients with forward evaluation on each product are screened out as potential clients, and as the evaluation of the potential clients on the products is forward, the maintenance of the potential clients can ensure higher delivery rate, and the audience group attributes of the corresponding products can be accurately reflected by constructing user figures for the potential clients. After the main audience group characteristics of each product are determined, the potential customers of each product are further screened by combining the operation information such as the incoming frequency, the overdue data and the like, so that customers with excessively high overdue rate are removed, and meanwhile, customers with relatively high incoming rate are reserved, so that the finally screened customers have positive incoming rate for the product and relatively low overdue risk.
And S12, checking the newly added clients according to the invoice data and the target image.
In this embodiment, the verifying the newly added client according to the invoice data and the target image includes:
invoking a designated security interface to check the registration information of the newly added client;
when the registration information passes the verification, a pre-configured rigid rejection item and verification logic corresponding to the rigid rejection item are obtained;
and carrying out rigid verification on the newly added client based on the verification logic and the data obtained from the invoice data.
Wherein, the registration information such as the registration information of the client can be acquired for verification through the specified security interface.
Wherein the rigid rejection term may include, but is not limited to: accumulating the number of invoicing months, continuous number of invoicing days, etc.
In the embodiment, the call of the appointed interface and the verification of the rigid refusal item are combined, so that the client can be automatically verified before the client information is tracked and recorded, and the relevant information of the client is pushed to the bank after the client information is determined to be qualified, thereby improving the passing rate and reducing the client operation.
S13, tracking and recording the incoming part state of the new client when the new client passes the verification.
In this embodiment, the customer information tracking management system further includes: updating pre-trust, updating final review, updating paying information function, updating perfect information function, admitting information checking function, complaint management function, expanding product registration function, admitting checking function, expanding product registration function, product outline function, technical popularization function and the like.
For example: for the admission verification function, a user can be prompted to upload three-element information consisting of a client social credit code, a name and a mobile phone number, the three-element information is assembled into a JSON (JavaScript Object Notation, JS object numbered) character string, a request is initiated to a designated server based on the JSON character string, and an admission verification result is displayed after a response of the designated server is received.
Also for example: and newly generating a piece of data through the expanded product registration function, and searching the subsequent 'offline product subscription' according to the information recorded herein to generate a corresponding contract.
S14, obtaining the incremental data in the customer information tracking management system at preset time intervals, and encrypting and storing the incremental data.
The preset time interval can be configured according to actual requirements, such as 1 month.
In this embodiment, the encrypting the incremental data includes:
generating a plurality of different strong prime numbers by using a random number generator;
performing modular operation on the strong prime number to obtain a first numerical value;
constructing an Euler function based on the first numerical value;
randomly selecting a public key; wherein the public key is a positive integer which is more than 1 and less than the Euler function value; the greatest common divisor between the public key and the Euler function value is 1;
calculating modulo inverse elements of the public key corresponding to the Euler function as a private key;
encrypting the incremental data by using the public key to obtain ciphertext data, and storing the ciphertext data into a configuration database;
and issuing the private key to a person with data operation authority for storage.
In the embodiment, the incremental data of the client is firstly obtained periodically, and the incremental data is encrypted and stored based on the optimized encryption algorithm, so that the encryption speed is improved.
In this embodiment, after the tracking and recording the incoming status of the new client, the method further includes:
when detecting that the newly added client is in a settled state, acquiring keywords of the newly added client;
Generating a continuous loan data in the configuration database by using an insert statement;
and executing a repayment processing on the newly added client based on the repayment data.
With the above embodiment, the repayment processing can be quickly performed.
According to the technical scheme, the invoice data of the newly added customer and the customer portrait corresponding to the product to be fed are obtained as target portraits, the newly added customer is checked according to the invoice data and the target portraits, the accurate verification of the customer is realized by combining the customer portraits, the feeding state of the newly added customer is tracked and recorded after the verification, the effectively management of the newly added customer is facilitated, further, incremental data in a customer information tracking management system are obtained at preset time intervals, the incremental data are stored in an encrypted mode, the data storage speed is improved, and the safety of the data is guaranteed.
FIG. 2 is a functional block diagram of a preferred embodiment of the customer information tracking management apparatus of the present invention. The client information tracking management apparatus 11 includes a determination unit 110, an acquisition unit 111, a verification unit 112, a tracking record unit 113, and an encryption storage unit 114. The module/unit referred to in the present invention refers to a series of computer program segments, which are stored in a memory, capable of being executed by a processor and of performing a fixed function. In the present embodiment, the functions of the respective modules/units will be described in detail in the following embodiments.
The client information tracking management device is operated in a client information tracking management system and comprises:
the determining unit 110 is configured to determine, when a new client initiates a package request, a product to be packaged of the new client according to the package request.
In this embodiment, when a new client initiates the request for entering a part, different client basic information, such as an enterprise identifier, an enterprise name, etc., is entered according to different fund party requirements.
In this embodiment, the product to be fed may be various financial products such as insurance products and loan products.
In this embodiment, before determining the product to be fed of the new client according to the feeding request, an authorization request is initiated to the new client;
and pushing an operation link for triggering re-authorization to the newly added client when the newly added client fails to authorize.
Through the embodiment, when the authorization of the newly added client fails, the link is automatically pulled up for the client to re-authorize, so that the success of authorization is ensured.
The obtaining unit 111 is configured to obtain invoice data of the new customer, and obtain a customer portrait corresponding to the product to be processed as a target portrait.
In this embodiment, before the invoice data of the new client is obtained, data uploaded by the new client is obtained;
retrieving the header of the imported file by using the importation data function to obtain a header keyword;
and updating the data uploaded by the newly added clients according to the header keywords to obtain the invoice data.
Through the embodiment, the data uploaded by the clients can be uniformly converted into the table so as to be convenient for storage.
In this embodiment, before the customer image corresponding to the product to be fed is obtained, a customer of each product to be fed is obtained;
acquiring evaluation information fed back by each customer for each product;
screening potential customers of each product from the customers of each product according to the evaluation information fed back by each customer for each product;
acquiring operation information of each potential customer on each product;
performing secondary screening on each potential client according to the operation information of each product by each potential client to obtain a target client corresponding to each product;
acquiring attribute information of each target client;
generating a customer portrait corresponding to each product according to the attribute information of each target customer;
the operation information of each product comprises the frequency of feeding each product and overdue data.
Wherein the evaluation information may include a positive evaluation and a negative evaluation.
Specifically, the step of screening potential customers of each product from customers of each product according to the evaluation information of each product fed back by each customer comprises the following steps:
and acquiring the clients for performing forward evaluation on each product from the evaluation information of each product as potential clients of each product.
Specifically, the secondary screening of each potential client according to the operation information of each potential client on each product, to obtain the target client corresponding to each product includes:
acquiring a first weight corresponding to the feeding frequency and a second weight corresponding to the overdue data;
weighting calculation is carried out by using the first weight, the second weight, the frequency of the incoming part and the overdue data, so as to obtain a quantized value corresponding to each potential customer;
acquiring a pre-configured threshold value;
acquiring potential clients with the quantization value larger than or equal to the threshold value as candidate clients corresponding to each product;
acquiring a preset overdue time threshold;
and deleting clients with overdue data larger than the overdue time threshold from the candidate clients to obtain target clients corresponding to each product.
The threshold and the overdue time threshold may be configured according to actual service requirements.
Wherein the attribute information of each target client may include, but is not limited to: gender, age, academic, etc. of each target customer.
In the embodiment, the clients with forward evaluation on each product are screened out as potential clients, and as the evaluation of the potential clients on the products is forward, the maintenance of the potential clients can ensure higher delivery rate, and the audience group attributes of the corresponding products can be accurately reflected by constructing user figures for the potential clients. After the main audience group characteristics of each product are determined, the potential customers of each product are further screened by combining the operation information such as the incoming frequency, the overdue data and the like, so that customers with excessively high overdue rate are removed, and meanwhile, customers with relatively high incoming rate are reserved, so that the finally screened customers have positive incoming rate for the product and relatively low overdue risk.
The verification unit 112 is configured to verify the newly added client according to the invoice data and the target image.
In this embodiment, the verifying unit 112 verifies the newly added client according to the invoice data and the target image, including:
Invoking a designated security interface to check the registration information of the newly added client;
when the registration information passes the verification, a pre-configured rigid rejection item and verification logic corresponding to the rigid rejection item are obtained;
and carrying out rigid verification on the newly added client based on the verification logic and the data obtained from the invoice data.
Wherein, the registration information such as the registration information of the client can be acquired for verification through the specified security interface.
Wherein the rigid rejection term may include, but is not limited to: accumulating the number of invoicing months, continuous number of invoicing days, etc.
In the embodiment, the call of the appointed interface and the verification of the rigid refusal item are combined, so that the client can be automatically verified before the client information is tracked and recorded, and the relevant information of the client is pushed to the bank after the client information is determined to be qualified, thereby improving the passing rate and reducing the client operation.
The tracking and recording unit 113 is configured to track and record a part-in status of the new client when the new client passes the verification.
In this embodiment, the customer information tracking management system further includes: updating pre-trust, updating final review, updating paying information function, updating perfect information function, admitting information checking function, complaint management function, expanding product registration function, admitting checking function, expanding product registration function, product outline function, technical popularization function and the like.
For example: for the admission verification function, a user can be prompted to upload three-element information consisting of a client social credit code, a name and a mobile phone number, the three-element information is assembled into a JSON (JavaScript Object Notation, JS object numbered) character string, a request is initiated to a designated server based on the JSON character string, and an admission verification result is displayed after a response of the designated server is received.
Also for example: and newly generating a piece of data through the expanded product registration function, and searching the subsequent 'offline product subscription' according to the information recorded herein to generate a corresponding contract.
The encryption storage unit 114 is configured to obtain incremental data in the client information tracking management system at preset time intervals, and encrypt and store the incremental data.
The preset time interval can be configured according to actual requirements, such as 1 month.
In this embodiment, the encrypting storage unit 114 performs encrypting storage on the incremental data, including:
generating a plurality of different strong prime numbers by using a random number generator;
performing modular operation on the strong prime number to obtain a first numerical value;
constructing an Euler function based on the first numerical value;
Randomly selecting a public key; wherein the public key is a positive integer which is more than 1 and less than the Euler function value; the greatest common divisor between the public key and the Euler function value is 1;
calculating modulo inverse elements of the public key corresponding to the Euler function as a private key;
encrypting the incremental data by using the public key to obtain ciphertext data, and storing the ciphertext data into a configuration database;
and issuing the private key to a person with data operation authority for storage.
In the embodiment, the incremental data of the client is firstly obtained periodically, and the incremental data is encrypted and stored based on the optimized encryption algorithm, so that the encryption speed is improved.
In this embodiment, after the tracking and recording of the in-process status of the new client, when detecting that the new client is in the cleared status, the keyword of the new client is obtained;
generating a continuous loan data in the configuration database by using an insert statement;
and executing a repayment processing on the newly added client based on the repayment data.
With the above embodiment, the repayment processing can be quickly performed.
According to the technical scheme, the invoice data of the newly added customer and the customer portrait corresponding to the product to be fed are obtained as target portraits, the newly added customer is checked according to the invoice data and the target portraits, the accurate verification of the customer is realized by combining the customer portraits, the feeding state of the newly added customer is tracked and recorded after the verification, the effectively management of the newly added customer is facilitated, further, incremental data in a customer information tracking management system are obtained at preset time intervals, the incremental data are stored in an encrypted mode, the data storage speed is improved, and the safety of the data is guaranteed.
Fig. 3 is a schematic structural diagram of a computer device according to a preferred embodiment of the present invention for implementing the client information tracking management method.
The computer device 1 may comprise a memory 12, a processor 13 and a bus, and may further comprise a computer program, such as a client information tracking management program, stored in the memory 12 and executable on the processor 13.
It will be appreciated by those skilled in the art that the schematic diagram is merely an example of the computer device 1 and does not constitute a limitation of the computer device 1, the computer device 1 may be a bus type structure, a star type structure, the computer device 1 may further comprise more or less other hardware or software than illustrated, or a different arrangement of components, for example, the computer device 1 may further comprise an input-output device, a network access device, etc.
It should be noted that the computer device 1 is only used as an example, and other electronic products that may be present in the present invention or may be present in the future are also included in the scope of the present invention by way of reference.
The memory 12 includes at least one type of readable storage medium including flash memory, a removable hard disk, a multimedia card, a card memory (e.g., SD or DX memory, etc.), a magnetic memory, a magnetic disk, an optical disk, etc. The memory 12 may in some embodiments be an internal storage unit of the computer device 1, such as a removable hard disk of the computer device 1. The memory 12 may in other embodiments also be an external storage device of the computer device 1, such as a plug-in mobile hard disk, a Smart Media Card (SMC), a Secure Digital (SD) Card, a Flash memory Card (Flash Card) or the like, which are provided on the computer device 1. Further, the memory 12 may also include both an internal storage unit and an external storage device of the computer device 1. The memory 12 may be used not only for storing application software installed in the computer device 1 and various types of data, such as code of a client information tracking management program, but also for temporarily storing data that has been output or is to be output.
The processor 13 may be comprised of integrated circuits in some embodiments, for example, a single packaged integrated circuit, or may be comprised of multiple integrated circuits packaged with the same or different functions, including one or more central processing units (Central Processing unit, CPU), microprocessors, digital processing chips, graphics processors, a combination of various control chips, and the like. The processor 13 is a Control Unit (Control Unit) of the computer device 1, connects the respective components of the entire computer device 1 using various interfaces and lines, executes programs or modules stored in the memory 12 (for example, executes a client information tracking management program or the like), and invokes data stored in the memory 12 to perform various functions of the computer device 1 and process data.
The processor 13 executes the operating system of the computer device 1 and various types of applications installed. The processor 13 executes the application program to implement the steps of the various embodiments of the customer information tracking management method described above, such as the steps shown in fig. 1.
Illustratively, the computer program may be partitioned into one or more modules/units that are stored in the memory 12 and executed by the processor 13 to complete the present invention. The one or more modules/units may be a series of computer readable instruction segments capable of performing the specified functions, which instruction segments describe the execution of the computer program in the computer device 1. For example, the computer program may be divided into a determining unit 110, an acquiring unit 111, a verifying unit 112, a trace recording unit 113, an encrypted storage unit 114.
The integrated units implemented in the form of software functional modules described above may be stored in a computer readable storage medium. The software functional module is stored in a storage medium, and includes several instructions for causing a computer device (which may be a personal computer, a computer device, or a network device, etc.) or a processor (processor) to execute portions of the client information tracking management method according to the embodiments of the present invention.
The modules/units integrated in the computer device 1 may be stored in a computer readable storage medium if implemented in the form of software functional units and sold or used as separate products. Based on this understanding, the present invention may also be implemented by a computer program for instructing a relevant hardware device to implement all or part of the procedures of the above-mentioned embodiment method, where the computer program may be stored in a computer readable storage medium and the computer program may be executed by a processor to implement the steps of each of the above-mentioned method embodiments.
Wherein the computer program comprises computer program code which may be in source code form, object code form, executable file or some intermediate form etc. The computer readable medium may include: any entity or device capable of carrying the computer program code, a recording medium, a U disk, a removable hard disk, a magnetic disk, an optical disk, a computer Memory, a Read-Only Memory (ROM), a random access Memory, or the like.
Further, the computer-readable storage medium may mainly include a storage program area and a storage data area, wherein the storage program area may store an operating system, an application program required for at least one function, and the like; the storage data area may store data created from the use of blockchain nodes, and the like.
The blockchain is a novel application mode of computer technologies such as distributed data storage, point-to-point transmission, consensus mechanism, encryption algorithm and the like. The Blockchain (Blockchain), which is essentially a decentralised database, is a string of data blocks that are generated by cryptographic means in association, each data block containing a batch of information of network transactions for verifying the validity of the information (anti-counterfeiting) and generating the next block. The blockchain may include a blockchain underlying platform, a platform product services layer, an application services layer, and the like.
The bus may be a peripheral component interconnect standard (peripheral component interconnect, PCI) bus or an extended industry standard architecture (extended industry standard architecture, EISA) bus, among others. The bus may be classified as an address bus, a data bus, a control bus, etc. For ease of illustration, only one straight line is shown in fig. 3, but not only one bus or one type of bus. The bus is arranged to enable a connection communication between the memory 12 and at least one processor 13 or the like.
Although not shown, the computer device 1 may further comprise a power source (such as a battery) for powering the various components, preferably the power source may be logically connected to the at least one processor 13 via a power management means, whereby the functions of charge management, discharge management, and power consumption management are achieved by the power management means. The power supply may also include one or more of any of a direct current or alternating current power supply, recharging device, power failure detection circuit, power converter or inverter, power status indicator, etc. The computer device 1 may further include various sensors, bluetooth modules, wi-Fi modules, etc., which will not be described in detail herein.
Further, the computer device 1 may also comprise a network interface, optionally comprising a wired interface and/or a wireless interface (e.g. WI-FI interface, bluetooth interface, etc.), typically used for establishing a communication connection between the computer device 1 and other computer devices.
The computer device 1 may optionally further comprise a user interface, which may be a Display, an input unit, such as a Keyboard (Keyboard), or a standard wired interface, a wireless interface. Alternatively, in some embodiments, the display may be an LED display, a liquid crystal display, a touch-sensitive liquid crystal display, an OLED (Organic Light-Emitting Diode) touch, or the like. The display may also be referred to as a display screen or display unit, as appropriate, for displaying information processed in the computer device 1 and for displaying a visual user interface.
It should be understood that the embodiments described are for illustrative purposes only and are not limited to this configuration in the scope of the patent application.
Fig. 3 shows only a computer device 1 with components 12-13, it being understood by those skilled in the art that the structure shown in fig. 3 is not limiting of the computer device 1 and may include fewer or more components than shown, or may combine certain components, or a different arrangement of components.
In connection with fig. 1, the memory 12 in the computer device 1 stores a plurality of instructions to implement a customer information tracking management method, the processor 13 being executable to implement:
when a new client initiates a part feeding request, determining a product to be fed of the new client according to the part feeding request;
acquiring invoice data of the newly added customer, and acquiring a customer portrait corresponding to the product to be fed as a target portrait;
checking the newly added clients according to the invoice data and the target image;
when the newly added client passes the verification, tracking and recording the feeding state of the newly added client;
and acquiring incremental data in the customer information tracking management system at preset time intervals, and encrypting and storing the incremental data.
Specifically, the specific implementation method of the above instructions by the processor 13 may refer to the description of the relevant steps in the corresponding embodiment of fig. 1, which is not repeated herein.
The data in this case were obtained legally.
In the several embodiments provided in the present invention, it should be understood that the disclosed systems, devices, and methods may be implemented in other manners. For example, the above-described apparatus embodiments are merely illustrative, and for example, the division of the modules is merely a logical function division, and there may be other manners of division when actually implemented.
The invention is operational with numerous general purpose or special purpose computer system environments or configurations. For example: personal computers, server computers, hand-held or portable devices, tablet devices, multiprocessor systems, microprocessor-based systems, set top boxes, programmable consumer electronics, network PCs, minicomputers, mainframe computers, distributed computing environments that include any of the above systems or devices, and the like. The invention may be described in the general context of computer-executable instructions, such as program modules, being executed by a computer. Generally, program modules include routines, programs, objects, components, data structures, etc. that perform particular tasks or implement particular abstract data types. The invention may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network. In a distributed computing environment, program modules may be located in both local and remote computer storage media including memory storage devices.
The modules described as separate components may or may not be physically separate, and components shown as modules may or may not be physical units, may be located in one place, or may be distributed over multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
In addition, each functional module in the embodiments of the present invention may be integrated in one processing unit, or each unit may exist alone physically, or two or more units may be integrated in one unit. The integrated units can be realized in a form of hardware or a form of hardware and a form of software functional modules.
It will be evident to those skilled in the art that the invention is not limited to the details of the foregoing illustrative embodiments, and that the present invention may be embodied in other specific forms without departing from the spirit or essential characteristics thereof.
The present embodiments are, therefore, to be considered in all respects as illustrative and not restrictive, the scope of the invention being indicated by the appended claims rather than by the foregoing description, and all changes which come within the meaning and range of equivalency of the claims are therefore intended to be embraced therein. Any reference signs in the claims shall not be construed as limiting the claim concerned.
Furthermore, it is evident that the word "comprising" does not exclude other elements or steps, and that the singular does not exclude a plurality. The units or means stated in the invention may also be implemented by one unit or means, either by software or hardware. The terms first, second, etc. are used to denote a name, but not any particular order.
Finally, it should be noted that the above-mentioned embodiments are merely for illustrating the technical solution of the present invention and not for limiting the same, and although the present invention has been described in detail with reference to the preferred embodiments, it should be understood by those skilled in the art that modifications and equivalents may be made to the technical solution of the present invention without departing from the spirit and scope of the technical solution of the present invention.
Claims (10)
1. The client information tracking management method is applied to a client information tracking management system and is characterized by comprising the following steps of:
when a new client initiates a part feeding request, determining a product to be fed of the new client according to the part feeding request;
acquiring invoice data of the newly added customer, and acquiring a customer portrait corresponding to the product to be fed as a target portrait;
checking the newly added clients according to the invoice data and the target image;
When the newly added client passes the verification, tracking and recording the feeding state of the newly added client;
and acquiring incremental data in the customer information tracking management system at preset time intervals, and encrypting and storing the incremental data.
2. The method for tracking and managing customer information according to claim 1, wherein before determining the to-be-added product of the new customer according to the in-feed request, the method further comprises:
initiating an authorization request to the newly added client;
and pushing an operation link for triggering re-authorization to the newly added client when the newly added client fails to authorize.
3. The customer information tracking management method as recited in claim 1, wherein before said obtaining invoice data for said newly added customer, said method further comprises:
acquiring the data uploaded by the newly added client;
retrieving the header of the imported file by using the importation data function to obtain a header keyword;
and updating the data uploaded by the newly added clients according to the header keywords to obtain the invoice data.
4. The method for tracking and managing client information according to claim 1, wherein before the client representation corresponding to the product to be fed is obtained, the method further comprises:
Acquiring clients of each product of the feed;
acquiring evaluation information fed back by each customer for each product;
screening potential customers of each product from the customers of each product according to the evaluation information fed back by each customer for each product;
acquiring operation information of each potential customer on each product;
performing secondary screening on each potential client according to the operation information of each product by each potential client to obtain a target client corresponding to each product;
acquiring attribute information of each target client;
generating a customer portrait corresponding to each product according to the attribute information of each target customer;
the operation information of each product comprises the frequency of feeding each product and overdue data.
5. The customer information tracking management method as recited in claim 1, wherein said verifying the newly added customer based on the invoice data and the target image comprises:
invoking a designated security interface to check the registration information of the newly added client;
when the registration information passes the verification, a pre-configured rigid rejection item and verification logic corresponding to the rigid rejection item are obtained;
and carrying out rigid verification on the newly added client based on the verification logic and the data obtained from the invoice data.
6. The customer information tracking management method as recited in claim 1, wherein said encrypting the incremental data comprises:
generating a plurality of different strong prime numbers by using a random number generator;
performing modular operation on the strong prime number to obtain a first numerical value;
constructing an Euler function based on the first numerical value;
randomly selecting a public key; wherein the public key is a positive integer which is more than 1 and less than the Euler function value; the greatest common divisor between the public key and the Euler function value is 1;
calculating modulo inverse elements of the public key corresponding to the Euler function as a private key;
encrypting the incremental data by using the public key to obtain ciphertext data, and storing the ciphertext data into a configuration database;
and issuing the private key to a person with data operation authority for storage.
7. The method for tracking and managing client information according to claim 6, wherein after tracking and recording the incoming status of the newly added client, the method further comprises:
when detecting that the newly added client is in a settled state, acquiring keywords of the newly added client;
generating a continuous loan data in the configuration database by using an insert statement;
And executing a repayment processing on the newly added client based on the repayment data.
8. A client information tracking management apparatus operating in a client information tracking management system, the client information tracking management apparatus comprising:
the determining unit is used for determining a to-be-fed product of the newly added client according to the feeding request when the newly added client initiates the feeding request;
the acquisition unit is used for acquiring invoice data of the newly added customer and acquiring a customer portrait corresponding to the product to be fed as a target portrait;
the verification unit is used for verifying the newly added clients according to the invoice data and the target image;
the tracking and recording unit is used for tracking and recording the feeding state of the new client when the new client passes the verification;
and the encryption storage unit is used for acquiring the incremental data in the client information tracking management system at preset time intervals and encrypting and storing the incremental data.
9. A computer device, the computer device comprising:
a memory storing at least one instruction; a kind of electronic device with high-pressure air-conditioning system
A processor executing instructions stored in the memory to implement the customer information tracking management method as recited in any one of claims 1 to 7.
10. A computer-readable storage medium, characterized by: the computer-readable storage medium has stored therein at least one instruction that is executed by a processor in a computer device to implement the customer information tracking management method according to any one of claims 1 to 7.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310998868.4A CN116739611B (en) | 2023-08-09 | 2023-08-09 | Customer information tracking management method, device, equipment and medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310998868.4A CN116739611B (en) | 2023-08-09 | 2023-08-09 | Customer information tracking management method, device, equipment and medium |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| CN116739611A true CN116739611A (en) | 2023-09-12 |
| CN116739611B CN116739611B (en) | 2024-02-13 |
Family
ID=87915363
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202310998868.4A Active CN116739611B (en) | 2023-08-09 | 2023-08-09 | Customer information tracking management method, device, equipment and medium |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN116739611B (en) |
Citations (12)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN106713274A (en) * | 2016-11-25 | 2017-05-24 | 湖南工业大学 | Method and device for generating two-dimensional code based on text compression and method and device for reading two-dimensional code based on text compression |
| CN107004051A (en) * | 2014-10-01 | 2017-08-01 | 沃迪公司 | The secure access of individual information |
| CN109493234A (en) * | 2018-12-28 | 2019-03-19 | 杭州奕奕网络科技有限公司 | Client management system suitable for financial intermediary's industry |
| CN109584048A (en) * | 2018-11-30 | 2019-04-05 | 上海点融信息科技有限责任公司 | The method and apparatus that risk rating is carried out to applicant based on artificial intelligence |
| CN109712001A (en) * | 2018-11-29 | 2019-05-03 | 平安科技（深圳）有限公司 | Information recommendation method, device, computer equipment and storage medium |
| CN112804563A (en) * | 2019-11-13 | 2021-05-14 | 腾讯科技（深圳）有限公司 | Media file playing method and device and storage medium |
| CN113469759A (en) * | 2021-06-29 | 2021-10-01 | 平安养老保险股份有限公司 | Method, device and equipment for intelligently generating invoice and storage medium |
| CN114265577A (en) * | 2021-12-01 | 2022-04-01 | 金蝶征信有限公司 | Service data processing method and device, computer equipment and storage medium |
| CN114399397A (en) * | 2022-01-21 | 2022-04-26 | 平安科技（深圳）有限公司 | Renewal tracking method, device, equipment and medium |
| CN115423637A (en) * | 2022-09-23 | 2022-12-02 | 平安健康保险股份有限公司 | Insurance industry potential customer mining method, insurance industry potential customer mining device and storage medium |
| CN115499122A (en) * | 2022-11-15 | 2022-12-20 | 平安银行股份有限公司 | External partner access method, electronic device, and computer storage medium |
| CN116339798A (en) * | 2023-04-03 | 2023-06-27 | 天津初恋数聚信息科技有限公司 | Online consumption financial service platform architecture method, storage medium and electronic equipment |
-
2023
- 2023-08-09 CN CN202310998868.4A patent/CN116739611B/en active Active
Patent Citations (12)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107004051A (en) * | 2014-10-01 | 2017-08-01 | 沃迪公司 | The secure access of individual information |
| CN106713274A (en) * | 2016-11-25 | 2017-05-24 | 湖南工业大学 | Method and device for generating two-dimensional code based on text compression and method and device for reading two-dimensional code based on text compression |
| CN109712001A (en) * | 2018-11-29 | 2019-05-03 | 平安科技（深圳）有限公司 | Information recommendation method, device, computer equipment and storage medium |
| CN109584048A (en) * | 2018-11-30 | 2019-04-05 | 上海点融信息科技有限责任公司 | The method and apparatus that risk rating is carried out to applicant based on artificial intelligence |
| CN109493234A (en) * | 2018-12-28 | 2019-03-19 | 杭州奕奕网络科技有限公司 | Client management system suitable for financial intermediary's industry |
| CN112804563A (en) * | 2019-11-13 | 2021-05-14 | 腾讯科技（深圳）有限公司 | Media file playing method and device and storage medium |
| CN113469759A (en) * | 2021-06-29 | 2021-10-01 | 平安养老保险股份有限公司 | Method, device and equipment for intelligently generating invoice and storage medium |
| CN114265577A (en) * | 2021-12-01 | 2022-04-01 | 金蝶征信有限公司 | Service data processing method and device, computer equipment and storage medium |
| CN114399397A (en) * | 2022-01-21 | 2022-04-26 | 平安科技（深圳）有限公司 | Renewal tracking method, device, equipment and medium |
| CN115423637A (en) * | 2022-09-23 | 2022-12-02 | 平安健康保险股份有限公司 | Insurance industry potential customer mining method, insurance industry potential customer mining device and storage medium |
| CN115499122A (en) * | 2022-11-15 | 2022-12-20 | 平安银行股份有限公司 | External partner access method, electronic device, and computer storage medium |
| CN116339798A (en) * | 2023-04-03 | 2023-06-27 | 天津初恋数聚信息科技有限公司 | Online consumption financial service platform architecture method, storage medium and electronic equipment |
Also Published As
| Publication number | Publication date |
|---|---|
| CN116739611B (en) | 2024-02-13 |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| CN112949760B (en) | Model precision control method, device and storage medium based on federal learning | |
| CN112465627B (en) | Financial loan auditing method and system based on block chain and machine learning | |
| CN113868529A (en) | Knowledge recommendation method and device, electronic equipment and readable storage medium | |
| CN112733531A (en) | Virtual resource allocation method and device, electronic equipment and computer storage medium | |
| CN112217639B (en) | Data encryption sharing method and device, electronic equipment and computer storage medium | |
| CN116823437A (en) | Access method, device, equipment and medium based on configured wind control strategy | |
| CN116739611B (en) | Customer information tracking management method, device, equipment and medium | |
| CN116192386A (en) | Multi-platform intercommunication method and device based on blockchain privacy calculation | |
| CN116205764A (en) | Purchase contract generation method, device, equipment and medium | |
| CN116186755A (en) | Privacy calculating method, device, terminal equipment and storage medium | |
| CN111857883B (en) | Page data checking method and device, electronic equipment and storage medium | |
| CN113657546A (en) | Information classification method and device, electronic equipment and readable storage medium | |
| CN116957649B (en) | Customer screening method, device, equipment and medium | |
| CN115934576B (en) | Test case generation method, device, equipment and medium in transaction scene | |
| CN116934263B (en) | Product batch admittance method, device, equipment and medium | |
| CN116843454B (en) | Channel information management method, device, equipment and medium | |
| CN116361753B (en) | Authority authentication method, device, equipment and medium | |
| CN116976821B (en) | Enterprise problem feedback information processing method, device, equipment and medium | |
| CN116306591B (en) | Flow form generation method, device, equipment and medium | |
| CN116506333B (en) | Transaction system production inversion detection method and equipment | |
| CN110991923B (en) | Architecture construction method and device, electronic equipment and medium | |
| CN113626533B (en) | Ultraviolet power detection method and device and electronic equipment | |
| CN116630035A (en) | Enterprise financing-based life cycle tracking method, device, equipment and medium | |
| CN117519938A (en) | Form data-based order receiving task processing method, device, equipment and medium | |
| CN116894726A (en) | Loan information tracking processing method, device, equipment and medium |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| GR01 | Patent grant | ||
| GR01 | Patent grant |