CN116757860A - Financial tax consultation service system based on Internet - Google Patents

Financial tax consultation service system based on Internet Download PDF

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Publication number
CN116757860A
CN116757860A CN202310765305.0A CN202310765305A CN116757860A CN 116757860 A CN116757860 A CN 116757860A CN 202310765305 A CN202310765305 A CN 202310765305A CN 116757860 A CN116757860 A CN 116757860A
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financial
tax
client
questions
clients
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李依倩
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Chengdu Handan Finance And Taxation Service Co ltd
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Chengdu Handan Finance And Taxation Service Co ltd
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    • 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
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G06Q40/125—Finance or payroll
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/25—Integrating or interfacing systems involving database management systems
    • 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
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311—Scheduling, planning or task assignment for a person or group
    • G06Q10/063112—Skill-based matching of a person or a group to a task

Abstract

The invention relates to the technical field of consultation services, in particular to a financial tax consultation service system based on the Internet. The financial accounting system comprises a questioning module, a financial tax information database, a consultant database, a replying module, a financial tax problem analysis module, a classification module and an intelligent recommendation module. By searching the financial tax questions of the client in the financial tax information database, the problems that the working efficiency of the financial tax consultant is low and the time cost of the client and the financial tax consultant is increased due to the fact that the financial tax consultant answers common financial tax questions are avoided, the complex indexes corresponding to the financial tax questions of the client and the recommendation indexes of the consultant are analyzed to obtain the compliance, the financial tax consultant is recommended preferably according to the compliance, the service satisfaction degree and the trust degree of the client are improved, the professional of the consultation service is guaranteed, and the accuracy and the efficiency of the consultation service are further improved.

Description

Financial tax consultation service system based on Internet
Technical Field
The invention relates to the technical field of consultation services, in particular to a financial tax consultation service system based on the Internet.
Background
Financial accounting refers to the act of individuals or companies with specialized knowledge related to financial accounting and tax to accept commissions, provide services such as financial accounting, planning and guiding to the consignor, and aims to help enterprises, individuals and institutions make intelligent decisions in financial and tax aspects.
With the popularization and development of the internet, more and more people can conduct financial accounting and service through the internet at any time and any place, and although time and cost of clients are saved, due to the specificity of financial accounting, clients and financial accounting consultants are usually directly connected, so that the existing financial accounting service system mainly has the following problems:
1. when the financial problem of the client consultation is a common financial problem, the working efficiency of the financial consultant is reduced, and the time cost of the client and the financial consultant is increased;
2. since experiences and histories of financial consultants are different, when different types of financial problems are encountered, situations may occur in which schemes and services provided by the financial consultants cannot solve the actual problems of clients.
Disclosure of Invention
The invention aims to provide a financial accounting service system based on the Internet.
The aim of the invention can be achieved by the following technical scheme: the financial tax consultation service system based on the Internet comprises a questioning module, a financial tax information database, a consultant database, a replying module, a financial tax problem analysis module, a classification module and an intelligent recommendation module;
the questioning module is used for receiving financial and tax questions of a client;
the financial tax information database is used for storing common financial tax questions and corresponding answers thereof;
the consultant database is used for storing relevant information of financial consultants, wherein the relevant information comprises service records, service times, service years and service satisfaction;
the financial tax problem analysis module is used for analyzing financial tax problems of the clients and comprises a similar query unit and a role analysis unit, wherein the similar query unit is used for performing similar query in a financial tax information database according to the financial tax problems of the clients, and the role analysis unit is used for judging roles corresponding to the financial tax problems of the clients;
the classification module is used for classifying financial and tax consultants, and dividing each financial and tax consultant into a personal financial and tax consultant and an enterprise financial and tax consultant according to service objects and service times;
the intelligent recommending module is used for recommending a preferred consultant to the client, comparing the complex index corresponding to the financial tax problem of the client with the financial tax consultant recommending index of the corresponding role to obtain the coincidence degree, and recommending the preferred consultant according to the coincidence degree;
the reply module is used for sending a message to the client.
Preferably, the analysis of financial tax problems of customers is performed as follows:
acquiring financial tax problems of a client, simplifying the financial tax problems of the client and taking the financial tax problems as original data, wherein the specific simplification is to remove stop words in the financial tax problems of the client, and the stop words comprise English characters, punctuation marks and single Chinese characters with high use frequency;
performing similar query in the financial information database according to the original data, generating a result signal according to a result returned by the similar query, wherein the result signal comprises an answer signal and a null value signal, and generating the answer signal when similar questions are queried in the financial information database, otherwise, generating the null value signal;
identifying a result signal, when the result signal is an answer signal, performing word segmentation processing on each similar problem and the original data to obtain a word segmentation list corresponding to each similar problem and a word segmentation list corresponding to the original data, counting the number of words corresponding to the word segmentation list of the original data, and marking the number as fc;
marking each word corresponding to the word segmentation list of each similar problem and each word corresponding to the word segmentation list of the original data as each similar word and each original word, comparing each similar word with each original word, generating a comparison success signal when each similar word is identical with each original word, otherwise, not generating any signal, counting the occurrence times of the comparison success signal and marking as FC i I is a serial number of each similar problem, i=1, 2, & gt, the value range of n, n is a positive integer, and the similarity of the original data corresponding to each similar problem is obtained through formula calculation;
summarizing the similarity of the original data corresponding to each similar question, screening out the maximum similarity, inquiring the answer corresponding to the common financial tax question based on the maximum similarity, taking the answer as the preferred answer corresponding to the financial tax question of the client, and sending the preferred answer to the reply module;
and when the result signal is a null signal, the financial and tax problem of the client is sent to the role analysis unit, and the role corresponding to the financial and tax problem of the client is judged.
Preferably, the judging method for the roles corresponding to the financial tax questions of the clients is as follows:
matching each word in the word segmentation list with the personal role keywords and the enterprise role keywords in the database, counting the occurrence times of the personal role keywords and the occurrence times of the enterprise role keywords, respectively marking the personal role keywords and the enterprise role keywords as GR and QY, judging that the role corresponding to the financial and tax problem of the client is personal if GR is smaller than QY, and otherwise, judging that the role corresponding to the financial and tax problem of the client is enterprise;
aiming at different roles corresponding to financial tax problems of clients, complex indexes corresponding to the financial tax problems of the clients are analyzed, and complex indexes corresponding to the financial tax problems of the clients are obtained.
Preferably, the analysis is performed on the complex index corresponding to the financial tax problem of the client, and the analysis process is as follows:
s1: when the role corresponding to the financial tax question of the customer is personal, the complex index corresponding to the financial tax question of the customer is analyzed as follows:
the method comprises the steps that a questionnaire is sent to a client through a reply module, wherein the questionnaire content comprises the region where the client is located, the income source region, the consulting amount and the asset configuration, and the content filled in the questionnaire by the client is obtained;
dividing income source areas into an inner area and an outer area based on the areas where the clients are located and the income source areas, counting the number of the inner area and the number of the outer area, respectively marking as JN and JW, setting asset configuration keywords and corresponding asset type dividing data, dividing asset types of the clients according to the asset configuration keywords, wherein the asset types are specifically rights asset type, fixed income asset type, guarantee asset and cash flow asset, counting the asset type number of the clients, and marking as ZC;
the method comprises the steps of comparing a preset monetary reference value with a medium monetary reference value and a large monetary reference value, generating a monetary identification number je, marking the consultation as a small monetary consultation when the consulting monetary value of a client is smaller than the medium monetary reference value, assigning the monetary identification number as 1, marking the consultation as a medium monetary consultation when the consulting monetary value of the client is greater than or equal to the medium monetary reference value and smaller than the large monetary reference value, assigning the monetary identification number as 2, and marking the consultation as a large monetary consultation and assigning the monetary identification number as 3 when the consulting monetary value of the client is greater than or equal to the large monetary reference value;
analyzing and obtaining a complex index FZ of the financial and tax problems of the client according to the number JN of the inner area, the number JW of the outer area, the number ZC of the asset types and the amount identification number je, and sending the complex index of the financial and tax problems of the client to an intelligent recommendation module;
s2: when the role corresponding to the financial tax problem of the client is enterprise, the complex index corresponding to the financial tax problem of the client is analyzed as follows:
the method comprises the steps that a questionnaire is sent to a client through a reply module, the questionnaire content comprises income enterprise names and enterprise related tax types, and content filled in the questionnaire by the client is obtained;
inquiring the detailed information of the enterprise through the enterprise name to obtain the scale and the external investment frequency TZ of the enterprise, identifying the scale of the enterprise to generate a scale identification number gm, assigning the scale identification number to 0 when the scale of the enterprise is small or micro, assigning the scale identification number to 1 when the scale of the enterprise is medium, and assigning the scale identification number to 2 when the scale of the enterprise is large;
marking the income tax, the value-added tax, the additional tax, the house property tax and the printing tax of the enterprise as common tax types, matching the related tax types of the enterprise one by one, counting the number of the related tax types of the enterprise which do not belong to the common tax types, and marking the number as sz;
and analyzing the complex indexes corresponding to the financial and tax problems of the clients according to the scale identification number TZ, the external investment times gm and the quantity sz of the tax types not belonging to the common tax types, and sending the complex indexes corresponding to the financial and tax problems of the clients to the intelligent recommendation module.
Preferably, the financial consultants are classified in the following manner:
obtaining each service record and service times of each financial accounting consultant, screening out service objects corresponding to each service record from the service records, wherein the recorded service objects are the service record numbers of individuals or enterprises,
acquiring information of each financial and tax consultant, including service records, service times, service years and service satisfaction, screening service objects corresponding to each service record of each financial and tax consultant from the service records, counting the number of service records of individuals or enterprises as gr and qy respectively, marking the financial and tax consultant as an individual financial and tax consultant when the inequality gr > qy +c is satisfied, marking the financial and tax consultant as an enterprise financial and tax consultant when c is a constant, otherwise marking the financial and tax consultant as an enterprise financial and tax consultant;
preferably, the recommending the preferred consultant to the client comprises the following specific procedures:
receiving a complex index corresponding to the financial tax questions of the clients, which are sent by the financial tax question analysis module;
if the roles corresponding to the financial and tax questions are individuals, obtaining the recommendation index TJ of each individual financial and tax consultant through analysis j J is the number of the personal financial consultant, the value range of j is a positive integer, and the recommendation index of each personal financial consultant is compared with the complex index of the financial problem to obtain the coincidence degree FH of each personal financial consultant corresponding to the financial problem of the client j Selecting a personal financial and tax consultant with the highest compliance degree approaching 1 as a preferred consultant to be pushed to a client through a reply module;
if the roles corresponding to the financial and tax problems are enterprises, obtaining the recommendation index TJ of financial and tax consultants of each enterprise through analysis k ' k is the number of each enterprise financial counselor, k is a positive integer in the value range, the recommendation index of each enterprise financial counselor is compared with the complex index corresponding to the financial problem of the client to obtain the coincidence degree of each enterprise financial counselor corresponding to the financial problem of the client, and the enterprise financial counselor with the coincidence degree most approaching to 1 is selected as the preferential counselorAnd pushing the message to the client through the reply module.
The invention has the beneficial effects that:
1. the financial tax problem of the client is searched in the financial tax information database and queried similarly, so that the problems of low working efficiency of financial tax consultants and increased time cost of the client and the financial tax consultants caused by common financial tax problems are solved;
2. the complex index corresponding to the financial tax problem of the client and the recommendation index of the consultant are analyzed to obtain the coincidence degree, and the financial tax consultant is recommended according to the coincidence degree, so that the client can find the financial tax consultant which is most suitable for the client, the service satisfaction degree and the trust degree of the client are improved, the specialty of the consultation service is ensured, and the accuracy and the efficiency of the consultation service are further improved.
Drawings
The invention is further described below with reference to the accompanying drawings.
Fig. 1 is a system block diagram of the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
Referring to fig. 1, the invention is a financial tax consultation service system based on internet, comprising a questioning module, a financial tax information database, a consultant database, a replying module, a financial tax problem analysis module, a classification module and an intelligent recommendation module;
the questioning module receives financial questions of a customer.
The financial information database stores financial information, wherein the financial information comprises common financial questions and answers corresponding to the common financial questions.
The consultant database stores relevant information of financial tax consultants, and the relevant information comprises service records, service times, service years and service satisfaction.
The financial problem analysis module analyzes financial problems of clients and comprises a similar query unit and a role analysis unit, wherein the similar query unit carries out similar query in a financial information database according to the financial problems of the clients, and the specific mode is as follows:
and acquiring financial tax problems of the clients, simplifying the financial tax problems of the clients and taking the financial tax problems as original data, wherein the specific simplification process is to remove stop words in the financial tax problems of the clients, and the stop words comprise English characters, punctuation marks and single Chinese characters with high use frequency.
And carrying out similar query in the financial information database according to the original data, generating a result signal according to a result returned by the similar query, wherein the result signal comprises an answer signal and a null value signal, and generating the answer signal when similar questions are queried in the financial information database, otherwise, generating the null value signal.
Identifying a result signal, when the result signal is an answer signal, performing word segmentation processing on each similar problem and the original data to obtain a word segmentation list corresponding to each similar problem and a word segmentation list corresponding to the original data, counting the number of words corresponding to the word segmentation list of the original data, and marking the number as fc.
Marking each word corresponding to the word segmentation list of each similar problem and each word corresponding to the word segmentation list of the original data as each similar word and each original word, comparing each similar word with each original word, generating a comparison success signal when each similar word is identical with each original word, otherwise, not generating any signal, counting the occurrence times of the comparison success signal and marking as FC i I is a serial number of each similar problem, i=1, 2, & gt, n, n's value range is a positive integer, and the similarity XS of the original data corresponding to each similar problem is obtained through formula calculation i ＝FC i /fc。
Summarizing the similarity of the original data corresponding to each similar question, screening out the maximum similarity, inquiring the answer corresponding to the common financial tax question according to the serial number of the maximum similarity, taking the answer as the preferred answer corresponding to the financial tax question of the client, and sending the preferred answer to the reply module.
When the result signal is a null value signal, the financial and tax problem of the client is sent to the role analysis unit, and the role corresponding to the financial and tax problem of the client is judged, so that the role corresponding to the financial and tax problem of the client is personal or enterprise.
According to the invention, similar inquiry is carried out on financial and tax problems of the clients, so that common financial and tax problems are directly replied, the service efficiency of the financial and tax consultation service system is improved, and the client experience is enhanced.
The role analysis unit judges the roles corresponding to the financial and tax problems of the clients in the following judging mode:
matching each word in the word segmentation list with the personal role keywords and the enterprise role keywords in the database, counting the occurrence times of the personal role keywords and the occurrence times of the enterprise role keywords, respectively marking the personal role keywords and the enterprise role keywords as GR and QY, judging that the role corresponding to the financial and tax problem of the client is personal if GR is smaller than QY, and otherwise, judging that the role corresponding to the financial and tax problem of the client is enterprise.
It should be noted that, the character keywords refer to specific words or phrases related to individuals or enterprises, the individual character keywords include, but are not limited to, "me", "personal income tax", "personal account", the enterprise character keywords include, but are not limited to, "enterprise", "company", "institution", "enterprise income tax", "value-added tax", "business tax", and the number of times these character keywords appear in the statistical problem, so that it can be determined whether the character type related to the financial tax problem of the client is individual or enterprise.
When the role corresponding to the financial tax question of the customer is personal, the complex index corresponding to the financial tax question of the customer is analyzed as follows:
and sending a questionnaire to the client through the reply module, wherein the questionnaire content comprises the region where the client is located, the income source region, the consulting amount and the asset configuration, and acquiring the content filled in by the client in the questionnaire.
Inquiring the country corresponding to the region based on the region where the client is located, if the income source region belongs to the region within the country jurisdiction boundary corresponding to the region where the client is located, the income source region of the client is called an in-regional region, otherwise, the income source region of the client is called an out-of-country region, so that the income source region of the client is divided into the in-regional region and the out-of-country region, the number of the in-regional region and the number of the out-of-country region are counted and respectively recorded as JN and JW, asset configuration keywords and corresponding asset type division data are set, asset types corresponding to asset configuration are divided according to the matching result, the asset types are specifically divided into equity type assets, fixed income type assets, guarantee type assets and cash flow assets, and the number corresponding to the asset types of the client is counted and recorded as ZC.
The invention obtains the region where the client is located, the income source region, the consultation amount and the asset configuration through simple questionnaire investigation, further knows the financial tax condition of the client and provides guidance for the service of subsequent financial tax consultants.
The preset value of the reference value of the amount is a medium value reference value and a large value reference value, the consulting amount of the client is compared with the preset value of the reference value of the amount to generate an amount identification number je, when the consulting amount of the client is smaller than the medium value reference value, the consulting is marked as a small-amount consulting, the amount identification number is assigned to be 1, when the consulting amount of the client is larger than or equal to the medium value reference value and smaller than the large value reference value, the consulting is marked as a medium-amount consulting, the amount identification number is assigned to be 2, and when the consulting amount of the client is larger than or equal to the large value reference value, the consulting is marked as a large-amount consulting, and the amount identification number is assigned to be 3.
By the formulaCalculating to obtain complex index FZ, alpha corresponding to financial tax problem of customer 1 、α 2 、α 3 And sending the complex index of the financial and tax problem of the client to the intelligent recommendation module for the preset income source weight coefficient, asset type weight coefficient and consultation amount weight coefficient.
Further, when the financial questions of the clients cannot retrieve answers corresponding to common financial questions in the financial information database, analyzing roles corresponding to the financial questions of the clients, distinguishing personal financial questions from enterprise financial questions, and providing a powerful basis for complex index analysis of the financial questions.
When the role corresponding to the financial tax problem of the client is enterprise, the complex index corresponding to the financial tax problem of the client is analyzed as follows:
and sending a questionnaire to the client through a reply module, wherein the questionnaire content comprises income business names and tax types, and acquiring the content filled in the questionnaire by the client.
The enterprise scale and the external investment frequency TZ are obtained by inquiring the detailed information of the enterprise through the enterprise name, the enterprise scale is identified, the scale identification number gm is generated, when the enterprise scale is small or miniature, the scale identification number is assigned to 0, when the enterprise scale is medium, the scale identification number is assigned to 1, and when the enterprise scale is large, the scale identification number is assigned to 2.
The tax types related to the client enterprises are matched one by one, the number of tax types related to the client enterprises which do not belong to the common tax types is counted, and the tax types are marked as sz.
By the formulaCalculating to obtain complex indexes FZ', beta corresponding to financial and tax problems of clients 1 、β 2 、β 3 And respectively presetting an enterprise scale weight coefficient, an external investment weight coefficient and a tax type weight coefficient, and sending complex indexes of financial and tax problems of the clients to an intelligent recommendation module.
According to the invention, the complex index analysis corresponding to the financial and tax problems of the client is carried out according to different roles of the financial and tax problems of the client, so that financial and tax consultants matched with the roles of the financial and tax problems are recommended to the client, the service satisfaction degree and the trust degree of the client are improved, the specialization of the consultation service is effectively ensured, the consultant can know the problems and the demands of the client more deeply, and a more targeted solution is provided.
The classification module classifies financial and tax consultants, and divides each financial and tax consultant into a personal financial and tax consultant and an enterprise financial and tax consultant according to service objects and service times, and the classification mode is as follows:
and acquiring each service record and service times of each financial accounting consultant, screening out service objects corresponding to each service record from the service records, wherein the recorded service objects are the service record numbers of individuals or enterprises.
Obtaining information of each financial and tax consultant, including service records, service times, service years and service satisfaction, screening service objects corresponding to each service record of each financial and tax consultant from the service records, counting the number of service records of individuals or enterprises as gr and qy respectively, marking the financial and tax consultant as an individual financial and tax consultant when the inequality gr > qy +c is satisfied, marking the financial and tax consultant as an enterprise financial and tax consultant when c is a constant, otherwise marking the financial and tax consultant as an enterprise financial and tax consultant.
It should be noted that, the service object corresponding to the service record is mainly a person or an enterprise.
The intelligent recommending module recommends a preferred consultant to the client, compares the complex index corresponding to the financial and tax problem of the client with the financial and tax consultant recommending index of the corresponding role to obtain the coincidence degree, and recommends the preferred consultant according to the coincidence degree;
and receiving the complex index corresponding to the financial tax questions of the clients, which are sent by the financial tax question analysis module.
If the role corresponding to the financial tax problem of the client is personal, the method comprises the following steps ofCalculating to obtain the recommendation index of each financial and tax consultant, wherein j is the number of the individual financial and tax consultant, and the value range of j is a positive integer, mu 1 、μ 2 、μ 3 The service times conversion factors, service age conversion factors and service satisfaction conversion factors corresponding to preset personal financial consultants are respectively set; comparing the recommendation index of each financial consultant with the complex index corresponding to the financial questions of the clients: according to formula FH j ＝TJ j FZ calculation to obtain the financial and tax information of each personAnd selecting the personal financial consultant with the closest compliance to 1 as the preferred consultant to push the consultant to the client through the reply module.
If the role corresponding to the financial and tax problem is enterprise, the method passes through the formulaCalculating to obtain the recommendation index of each enterprise financial consultant, wherein k is the number of each enterprise financial consultant, and the value range of k is a positive integer omega 1 、ω 2 、ω 3 Respectively comparing the recommended indexes of the enterprise financial consultants with the complex indexes corresponding to the financial problems of the clients for the service times conversion factors, service age conversion factors and service satisfaction conversion factors corresponding to the preset enterprise financial consultants: according to the formula->And calculating to obtain the coincidence degree of each enterprise financial consultant corresponding to the financial problem of the client, selecting the enterprise financial consultant with the coincidence degree closest to 1 as the preferred consultant, and pushing the preferred consultant to the client through a reply module.
According to the invention, the preferred consultants are recommended to the clients according to the coincidence degree of the financial tax consultants and the financial tax questions corresponding to the clients, so that the clients can find the financial tax consultants most suitable for themselves more quickly, the time of the clients is saved, and the accuracy and efficiency of the consultation are further improved.
The foregoing is merely illustrative and explanatory of the invention, as it is apparent to those skilled in the art that various modifications and additions can be made to the specific embodiments described or in a similar manner without departing from the structure of the invention or beyond the scope of the invention as defined in the appended claims.

Claims (6)

1. The financial tax consultation service system based on the Internet comprises a questioning module, a financial tax information database, a consultant database and a replying module; the questioning module is used for receiving financial and tax questions of a client; the financial tax information database is used for storing common financial tax questions and corresponding answers thereof; the consultant database is used for storing relevant information of financial and tax consultants; the reply module is used for sending a message to the client; the system is characterized by further comprising a financial and tax problem analysis module, a classification module and an intelligent recommendation module;
the financial tax question analysis module is used for analyzing financial tax questions of a client, carrying out similar query on the financial tax questions of the client in the financial tax information database, generating a result signal according to a result returned by the similar query, analyzing the similarity of the financial tax questions of the client corresponding to common financial tax questions in the financial tax information database when the result signal is an answer signal, sending an answer corresponding to the common financial tax questions with the maximum similarity to the reply module as a preferred answer, analyzing roles corresponding to the financial tax questions of the client when the result signal is a null value signal, obtaining a complex index corresponding to the financial tax questions of the client, and sending the complex index to the intelligent recommendation module;
the classification module is used for classifying financial and tax consultants, and dividing each financial and tax consultant into a personal financial and tax consultant and an enterprise financial and tax consultant according to service objects and service times;
the intelligent recommending module is used for recommending preferred consultants to the clients, analyzing the recommending indexes of the financial and tax consultants according to roles corresponding to financial and tax problems of the clients, comparing the recommending indexes with complex indexes corresponding to the financial and tax problems of the clients to obtain the coincidence degree of the financial and tax consultants corresponding to the financial and tax problems of the clients, selecting the financial and tax consultant with the coincidence degree closest to 1 as the preferred consultant, and pushing the financial and tax consultant to the clients through the replying module.
2. The internet-based financial accounting system of claim 1, wherein said analyzing financial problems of customers comprises the steps of:
acquiring financial tax questions of a client, simplifying the financial tax questions of the client, and taking the financial tax questions of the client subjected to the simplifying treatment as original data;
performing similar query in the financial information database according to the original data, generating a result signal according to a result returned by the similar query, wherein the result signal comprises an answer signal and a null value signal, and generating the answer signal when similar questions are queried in the financial information database, otherwise, generating the null value signal;
identifying a result signal, when the result signal is an answer signal, performing word segmentation processing on each similar problem and the original data to obtain a word segmentation list corresponding to each similar problem and a word segmentation list corresponding to the original data, and counting the number of words corresponding to the word segmentation list of the original data;
marking each word corresponding to the word segmentation list of each similar problem and each word corresponding to the word segmentation list of the original data as each similar word and each original word, comparing each similar word with each original word, and generating a comparison success signal when each similar word is identical to each original word; counting the occurrence times of the comparison success signals, and analyzing according to the occurrence times of the comparison success signals and the number of words corresponding to an analysis list of the original data to obtain the similarity of the original data corresponding to each similarity problem;
summarizing the similarity of the original data corresponding to each similar question, screening out the maximum similarity, inquiring the answer corresponding to the common financial tax question based on the maximum similarity, taking the answer as the preferred answer corresponding to the financial tax question of the client, and sending the preferred answer to the reply module;
when the result signal is a null value signal, the financial and tax questions of the client are sent to the role analysis unit, roles corresponding to the financial and tax questions of the client are judged, and the roles corresponding to the financial and tax questions of the client are divided into individuals or enterprises.
3. The internet-based financial accounting system of claim 2, wherein the determining of roles corresponding to financial questions of clients is performed in the following manner:
matching each word in the word segmentation list with the personal role keywords and the enterprise role keywords in the database, counting the occurrence times of the personal role keywords and the occurrence times of the enterprise role keywords, and judging that the roles corresponding to the financial and tax problems of the clients are personal or enterprise;
aiming at different roles corresponding to financial tax problems of clients, complex indexes corresponding to the financial tax problems of the clients are analyzed, and complex indexes corresponding to the financial tax problems of the clients are obtained.
4. The internet-based financial accounting system of claim 3, wherein the analyzing the complex index corresponding to the financial problem of the customer comprises the following steps:
s1: when the role corresponding to the financial tax question of the customer is personal, the complex index corresponding to the financial tax question of the customer is analyzed as follows:
the method comprises the steps that a questionnaire is sent to a client through a reply module, wherein the questionnaire content comprises the region where the client is located, the income source region, the consulting amount and the asset configuration, and the content filled in the questionnaire by the client is obtained;
dividing the income source region into an inner region and an outer region based on the region where the client is located and the income source region, counting the number of the inner region and the number of the outer region, setting asset configuration keywords and corresponding asset type dividing data, dividing the asset types of the client according to the asset configuration keywords and counting the number corresponding to the asset types of the client;
the preset monetary reference value is a medium monetary reference value and a large monetary reference value, the consulting monetary of the client is compared with the preset monetary reference value, the monetary identification number is generated, and the monetary identification number is assigned according to the comparison result;
according to the number of the internal areas, the number of the external areas, the number of the asset types and the amount identification number, complex indexes corresponding to financial tax problems of the clients are obtained through analysis, and the complex indexes corresponding to the financial tax problems of the clients are sent to the intelligent recommendation module;
s2: when the role corresponding to the financial tax problem of the client is enterprise, the complex index corresponding to the financial tax problem of the client is analyzed as follows:
the method comprises the steps that a questionnaire is sent to a client through a reply module, the questionnaire content comprises income enterprise names and enterprise related tax types, and content filled in the questionnaire by the client is obtained;
inquiring the detailed information of the enterprise through the enterprise name to obtain the scale and the external investment times of the enterprise, identifying the scale of the enterprise, generating a scale identification number, and assigning the scale identification number according to the scale of the enterprise;
marking common tax types of enterprises as common tax types, matching the tax types related to the enterprises one by one, and counting the number of the tax types related to the enterprises which do not belong to the common tax types;
and obtaining a complex index corresponding to the financial and tax problem of the client according to the scale identification number, the external investment times and the quantity analysis of the enterprise related tax types not belonging to the common tax types, and sending the complex index corresponding to the financial and tax problem of the client to the intelligent recommendation module.
5. The internet-based financial accounting system of claim 1, wherein said classifying of financial consultants is as follows:
obtaining each service record and service times of each financial accounting consultant, screening out service objects corresponding to each service record from the service records, wherein the recorded service objects are the service record numbers of individuals or enterprises,
the information of each financial and tax consultant is acquired, service objects corresponding to each service record of each financial and tax consultant are screened from the service records, the statistics service objects are the number of service records of individuals or enterprises, and the financial and tax consultants are divided into individual financial and tax consultants or enterprise financial and tax consultants through analysis.
6. The internet-based financial accounting system of claim 1, wherein said recommending preferred consultants to the customers is performed as follows:
receiving a complex index corresponding to the financial tax questions of the clients, which are sent by the financial tax question analysis module;
if the roles corresponding to the financial tax questions of the clients are individuals, the recommendation indexes of the financial tax consultants of the individuals are obtained through analysis, the recommendation indexes of the financial tax consultants of the individuals are compared with the complex indexes corresponding to the financial tax questions of the clients, the coincidence degree of the financial tax consultants of the individuals and the financial tax questions of the clients is obtained, and the preferred consultants are selected from the financial tax consultants of the individuals according to the coincidence degree and pushed to the clients through the reply module;
if the roles corresponding to the tax questions of the financial clients are enterprises, the recommendation indexes of the financial consultants of the enterprises are obtained through analysis, the recommendation indexes of the financial consultants of the enterprises are compared with the complex indexes corresponding to the financial questions of the clients, the coincidence degree of the financial consultants of the enterprises and the financial questions of the clients is obtained, and the preferred consultants are selected from the financial consultants of the enterprises according to the coincidence degree and pushed to the clients through the reply module.
CN202310765305.0A 2023-06-27 2023-06-27 Financial tax consultation service system based on Internet Withdrawn CN116757860A (en)

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