CN117057901A - Automatic case division method, terminal and storage medium - Google Patents
Automatic case division method, terminal and storage medium Download PDFInfo
- Publication number
- CN117057901A CN117057901A CN202311037889.6A CN202311037889A CN117057901A CN 117057901 A CN117057901 A CN 117057901A CN 202311037889 A CN202311037889 A CN 202311037889A CN 117057901 A CN117057901 A CN 117057901A
- Authority
- CN
- China
- Prior art keywords
- case
- pool
- cases
- division
- information
- 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.)
- Pending
Links
- 238000000034 method Methods 0.000 title claims abstract description 44
- 238000012545 processing Methods 0.000 claims abstract description 18
- 238000001914 filtration Methods 0.000 claims description 7
- 238000004806 packaging method and process Methods 0.000 claims description 4
- 238000000926 separation method Methods 0.000 claims 3
- 238000004590 computer program Methods 0.000 description 6
- 230000008569 process Effects 0.000 description 6
- 238000004364 calculation method Methods 0.000 description 4
- 238000010586 diagram Methods 0.000 description 4
- 230000006870 function Effects 0.000 description 4
- 238000012856 packing Methods 0.000 description 4
- 238000004891 communication Methods 0.000 description 3
- 238000004458 analytical method Methods 0.000 description 2
- 230000000694 effects Effects 0.000 description 2
- 238000012986 modification Methods 0.000 description 2
- 230000004048 modification Effects 0.000 description 2
- 238000012216 screening Methods 0.000 description 2
- 238000012790 confirmation Methods 0.000 description 1
- 230000007547 defect Effects 0.000 description 1
- 238000011161 development Methods 0.000 description 1
- 238000005516 engineering process Methods 0.000 description 1
- 230000006872 improvement Effects 0.000 description 1
- 230000008520 organization 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/02—Banking, e.g. interest calculation or account maintenance
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/10—File systems; File servers
- G06F16/18—File system types
- G06F16/1805—Append-only file systems, e.g. using logs or journals to store data
- G06F16/1815—Journaling file systems
-
- 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
- G06F16/24—Querying
- G06F16/245—Query processing
- G06F16/2455—Query execution
- G06F16/24564—Applying rules; Deductive queries
-
- 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
- G06Q40/03—Credit; Loans; Processing thereof
-
- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y02—TECHNOLOGIES OR APPLICATIONS FOR MITIGATION OR ADAPTATION AGAINST CLIMATE CHANGE
- Y02D—CLIMATE CHANGE MITIGATION TECHNOLOGIES IN INFORMATION AND COMMUNICATION TECHNOLOGIES [ICT], I.E. INFORMATION AND COMMUNICATION TECHNOLOGIES AIMING AT THE REDUCTION OF THEIR OWN ENERGY USE
- Y02D10/00—Energy efficient computing, e.g. low power processors, power management or thermal management
Abstract
The invention discloses an automatic case dividing method, a terminal and a storage medium, wherein the method comprises the following steps: acquiring information of each case, and carrying out case processing according to the set case condition combination to generate a case database; the case processing operation comprises the following steps: creating a case pool, updating the case pool, copying the case pool and distributing the case pool; configuring corresponding sponsor information in each case pool according to case division requirements; automatically distributing cases according to the case database and the sponsor information and rules that the number of cases is equal and the case amount is similar; generating an operation log of the case pool according to the case division operation; wherein the operation log includes: creating the number of case pools, distributing the number of case pools, updating the number of case pools, the amount of case pools, operation results and operation duration information. The invention solves the problems that the case division scene is complex, the case data volume is large, and the case amount is large, and the case division can not be performed rapidly and averagely.
Description
Technical Field
The invention relates to the technical field of automatic office work, in particular to an automatic case dividing method, a terminal and a storage medium.
Background
With the development of office technology, automation office software is more and more popular in the fields of enterprises, banks, hospitals, markets and the like, and the automation office software can be convenient for internal staff to conduct work communication on one hand, and can record important client information and corresponding work states on the other hand; in order to improve the business handling efficiency of the bank, the bank adopts an automatic case division system for the handling of the credit card business, so that the credit card case is distributed to the corresponding business staff.
The existing case division system is distributed to each business department on average based on the number of credit card cases, and has the main function of distributing credit card arrearage cases, so that the case number and case amount of each business department are ensured to be consistent. The case division system is not applicable to the case division scene with small case data volume and small case amount difference, can meet the case division requirement and improve the working efficiency of case division personnel, but is complex in case division scene, large in case division data volume and large in case amount difference, and can not meet the complex case division scene, case division result inequality and the like due to overlong case division time.
Accordingly, there is a need in the art for improvement.
Disclosure of Invention
The invention aims to solve the technical problems of low case division efficiency and uneven case division results of the traditional case division system by aiming at the defects of the prior art and providing an automatic case division method, a terminal and a storage medium.
The technical scheme adopted for solving the technical problems is as follows:
in a first aspect, the present invention provides an automatic case division method, including:
acquiring information of each case, and carrying out case processing according to the set case condition combination to generate a case database; the case processing operation comprises the following steps: creating a case pool, updating the case pool, copying the case pool and distributing the case pool;
configuring corresponding sponsor information in each case pool according to case division requirements;
automatically distributing cases according to the case database and the sponsor information and rules that the number of cases is equal and the case amount is similar;
generating an operation log of the case pool according to the case division operation; wherein the operation log includes: creating the number of case pools, distributing the number of case pools, updating the number of case pools, the amount of case pools, operation results and operation duration information.
In one implementation manner, the case processing according to the set case condition combination includes:
creating a case pool according to the screened case conditions; wherein, the case condition includes: any combination of commission batch, sponsor information, case type, and product type;
filtering cases with larger risk complaints according to the selected labels;
and pulling the corresponding cases from the case summary list to the created case pool according to the case conditions and the case left after filtering, and displaying the corresponding case information in the case pool.
In one implementation manner, the case processing is performed according to the set case condition combination, and the method further includes:
packaging the case data in the case pool, and packaging a plurality of cases under the same cardholder name into a family case;
counting case pool data and displaying related information in case division cases; wherein the related information includes: case name, number of cases houses, case amount, case pool update time, and creator information.
In one implementation manner, the case processing is performed according to the set case condition combination, and the method further includes:
updating the cases of the case pool according to the operation of updating the case pool;
and reallocating the allocated cases according to the operation of the copy case pool.
In one implementation, the configuring the corresponding sponsor information in each case pool according to the case division requirement includes:
collecting the information of the current month sponsor according to the business classification;
importing sponsor information;
establishing a sponsor information table, and displaying sponsor related information in the sponsor information table; the sponsor related information includes: sponsors, job title, group name, number of departments, number of cases.
In one implementation manner, the automatically distributing the cases according to the case database and the sponsor information and the rules that the number of cases is equal and the case amount is similar, includes:
acquiring data of a corresponding case database according to the selected case dividing pool, and analyzing the data of the case database;
obtaining information of a sponsor, and generating a case pool division preview page;
the cases in the case pool are distributed under each group name according to the group department number as the proportion, and the cases under each group name are distributed under the employee name evenly.
In one implementation, the obtaining the data of the case database according to the selected case division pool and analyzing the data of the case database includes:
entering a corresponding division page according to the selected division case pool;
inquiring cases belonging to other cases under the names of all the following cardholders in the case pool, and setting the inquired cases into a temporary reserved state;
obtaining and displaying the case pool information, wherein the displayed case pool information comprises: the number of cases in the case pool, the number of cases houses, the total amount of cases and the number of cases reserved.
In one implementation, the distributing the cases in the case pool to the names of the groups according to the group departments, and the evenly distributing the cases under the names of the groups to the names of the staff comprises:
according to the actual case demands, selecting groups and adjusting the number of departments;
the cases in the case pool are alternately distributed under each group name in a mode of high to low and low to high according to the amount of the cases by taking the number of group departments as the proportion;
the cases under the names of all groups are alternately distributed into N parts of sheets according to the mode that the amount of money is from high to low and then from low to high;
the cases divided into N parts are associated to the sponsor name, and the cases with the reserved state are distributed to the sponsor names of other cases of the same cardholder.
In a second aspect, the present invention also provides a computer terminal, including: a processor and a memory storing an auto-sort program which, when executed by the processor, is operable to implement the operations of the auto-sort method as described in the first aspect.
In a third aspect, the present invention also provides a computer-readable storage medium storing an automatic case division program for implementing the operations of the automatic case division method according to the first aspect when executed by a processor.
The technical scheme adopted by the invention has the following effects:
according to the invention, case management is carried out according to the set case condition combination, and corresponding sponsor information in each case pool is configured according to case division requirements, so that an automatic case division system can automatically distribute cases according to case pool data and the sponsor information according to rules that the number of cases is equal and the amount of cases is similar, and an operation log of the case pool is generated according to case division operation, so that case pool analysis and management can be carried out according to the operation log of case division; the automatic case division method provided by the invention can meet the complex case division scene demands of case division personnel, reduces a great amount of manual calculation which is time-consuming and labor-consuming by the case division personnel, ensures the fairness of case division, the correctness of data and greatly improves the case division efficiency.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings that are required in the embodiments or the description of the prior art will be briefly described, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and other drawings may be obtained according to the structures shown in these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a flow chart of an automatic case splitting method in one implementation of the invention.
FIG. 2 is a flow chart of case pool management in one implementation of the invention.
FIG. 3 is a flow chart of manager information management in one implementation of the invention.
FIG. 4 is a flow chart of a smart case in one implementation of the invention.
FIG. 5 is an interface schematic of a case pool statistic for case pool management in one implementation of the invention.
FIG. 6 is a schematic diagram of an interface for pool allocation in one implementation of the invention.
FIG. 7 is a schematic diagram of an interface for group distribution in one implementation of the invention.
Fig. 8 is a functional schematic of a terminal in one implementation of the invention.
The achievement of the objects, functional features and advantages of the present invention will be further described with reference to the accompanying drawings, in conjunction with the embodiments.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more clear and clear, the present invention will be further described in detail below with reference to the accompanying drawings and examples. It should be understood that the specific embodiments described herein are for purposes of illustration only and are not intended to limit the scope of the invention.
Exemplary method
The existing case division system is distributed to each business department on average based on the number of credit card cases, and has the main function of distributing credit card arrearage cases, so that the case number and case amount of each business department are ensured to be consistent. The case division system is not applicable to the case division scene with small case data volume and small case amount difference, can meet the case division requirement and improve the working efficiency of case division personnel, but is complex in case division scene, large in case division data volume and large in case amount difference, and can not meet the complex case division scene, case division result inequality and the like due to overlong case division time.
Aiming at the technical problems, the embodiment of the invention provides an automatic case division method, which can meet the complex case division scene demands of case division personnel, reduce a great deal of manual calculation time and labor consumption of the case division personnel, ensure the fairness of case division, the correctness of data and greatly improve the case division efficiency.
As shown in fig. 1, an embodiment of the present invention provides an automatic case division method, which includes the following steps:
step S100, obtaining information of each case, and carrying out case processing according to the set case condition combination to generate a case database.
In this embodiment, the automatic case division method is applied to a terminal, where the terminal includes but is not limited to: and a computer, a mobile terminal and the like.
In this embodiment, a method is provided that can solve the problems of complex case scenario, large case data volume, large case amount difference, and the like, and adds new functions to the case division system, that is, the embodiment adds the following operation interfaces (modules) in the case division system: case pool management, manager information management, intelligent case division, case pool operation records and the like.
In the case management interface, the case management interface includes the sub-interfaces: creating a case pool, updating the case pool, copying the case pool and distributing the case pool; in the management interface, a manager can perform operations such as creating a case pool, updating the case pool, copying the case pool, distributing the case pool and the like according to various condition combinations, so that the case pool creation requirement of a complex case scene is met.
Specifically, in one implementation of the present embodiment, step S100 includes the steps of:
step S101, creating a case pool according to the screened case conditions;
step S102, filtering cases with larger risk complaints according to the selected labels;
step S103, pulling the corresponding cases from the case summary list to the created case pool according to the case conditions and the case left after filtering, and displaying the corresponding case information in the case pool.
In this embodiment, in the process of creating the case pool, one or more case conditions may be selected from a plurality of case conditions set in advance to create the case pool; the case conditions described in this embodiment include, but are not limited to: entrusting batch, sponsor information, case type and product type; the screening may be performed by any combination thereof.
Further, after creating the case pool, some cases with special conditions need to be marked according to actual needs, and corresponding labels can be set for the special cases, for example, the labels of the cases can be blacklist cases, peer cases, stage cases, reserved cases and the like; then, the cases possibly causing the risk complaints can be filtered out by checking the labels of the blacklist cases, the same-row cases, the staged cases and the reserved cases.
Further, after filtering the cases with labels, pulling the cases from the case summary list to a created case pool according to the selected case conditions and the rest of cases, and displaying corresponding case information in the case pool; the displayed case information is information such as cardholder information, case name, case amount and the like of the corresponding case in the case pool.
Specifically, in one implementation of the present embodiment, step S100 further includes the following steps:
step S104, packing the case data in the case pool, and packing a plurality of cases under the same cardholder name into a family case;
step S105, counting case pool data and displaying related information in the case division pool.
In this embodiment, after creating a case pool and displaying corresponding case information, the automatic case division system packages case data in the case pool, in this process, the system automatically matches the same cardholder information, and packages a plurality of cases matched under the same cardholder name into one family of cases, so that a plurality of cases under the same cardholder name can be effectively prevented from being distributed to different sponsors, thereby bringing inconvenience in business.
Further, after the data are packed, the automatic case division system can count case pool data, and relevant information is displayed in the case division pool, wherein the information comprises case names, case numbers, case household numbers, case amounts, case pool update time, creator and the like. The related information in the case division pool is shown in fig. 5.
Specifically, in one implementation of the present embodiment, step S100 further includes the following steps:
step S106, updating the cases of the case pool according to the operation of updating the case pool;
step S107, reassigning the assigned cases according to the operation of copying the case pool.
In this embodiment, after the case pool is created, if the case in the case pool needs to be adjusted, update processing may be performed through an "update case pool" sub-interface, where the operation of update processing includes operations of adding, deleting, modifying, and the like, on the case in the current case pool; if the allocated cases are required to be redistributed, the cases can be redistributed through a 'copy case pool' sub-interface.
The above management of the pool is described below by a practical application scenario, as shown in fig. 2, including the following steps:
step S11, a new scheme pool is created;
s12, editing screening case pool conditions;
step S13, pulling the cases to a case dividing pool;
and S14, packing the cases in the case pool by taking a user as a unit.
The steps S11 to S14 are data processing procedures of newly created case pools, wherein the step S14 of packing the cases in units of users is to pack the cases under the same cardholder name into the same user.
After the new case pool is created, if the operation of updating the case pool is needed, executing the following steps:
step S15, updating the case pool.
The operation process of updating the case pool is to pull the case and package the data after modifying the case pool condition according to the need (see step S12-step S14).
After the new case pool is created, if the operation of copying the case pool is needed, executing the following steps:
step S16, copying a case pool;
the operation of copying the case pool is to pull the case according to the newly selected case pool condition and then package the data (see step S12-step S14).
As shown in fig. 1, in one implementation manner of the embodiment of the present invention, the automatic case division method further includes the following steps:
step S200, corresponding sponsor information in each case pool is configured according to case division requirements.
In this embodiment, after the case pool is managed, the sponsor information needs to be managed, so that the sponsor information corresponding to the case pool case is configured in the automatic case division system.
Specifically, in one implementation of the present embodiment, step S200 includes the steps of:
step S201, collecting the information of the current month sponsor according to the business classification;
step S202, importing sponsor information;
step S203, a sponsor information table is established, and sponsor related information is displayed in the sponsor information table.
In the embodiment, the case division personnel collect the information of the sponsor in the current month or the custom time period according to the service classification, and create the sponsor; and then importing sponsor information, wherein the sponsor related information comprises the following steps: information such as sponsor, job title, group name, department number, division number and the like; and finally, establishing a sponsor information table, displaying related information in the table, and supporting data for the follow-up division.
The above management of the pool is described below by a practical application scenario, as shown in fig. 3, including the following steps:
step S21, collecting information data of the current month sponsor;
step S22, a sponsor information table is established;
step S23, importing a sponsor information table.
The collected sponsor information data may be sponsor information data of the current month, and may also be sponsor information data of other custom time periods (e.g., ten days, twenty days, etc.); accordingly, the sponsor information table includes information such as sponsor name, belonging group name, number of case houses, case amount, and number of departments.
As shown in fig. 1, in one implementation manner of the embodiment of the present invention, the automatic case division method further includes the following steps:
step S300, automatically distributing cases according to the case database and the sponsor information and the rules that the number of cases is equal and the case amount is similar.
In this embodiment, after the sponsor information table is configured, the automatic case division system performs case division according to the case pool data (i.e. the data of the case database) and the sponsor information, with the case division rule set, where the case division rule is: the cases are automatically distributed according to the rules that the number of the cases is equal and the amount of the cases is similar, so that fairness and fairness in the case dividing process are ensured.
Specifically, in one implementation of the present embodiment, step S300 includes the steps of:
step S301, obtaining data of a corresponding case database according to the selected case division pool, and analyzing the data of the case database;
in one implementation of the present embodiment, step S301 includes the steps of:
step S301a, entering a corresponding division page according to the selected division case pool;
step S301b, inquiring cases belonging to other cases under the names of the following cardholders in the case pool, and setting the inquired cases to be in a temporary reserved state;
step S301c, obtaining and displaying the information of the case pool.
In the embodiment, a division page is entered to start division according to a division case pool selected by a division case personnel; then, the system inquires the cases in the case pool, judges whether other cases (of the non-case pool) exist in the cardholder, and if so, sets the state corresponding to the cases as a temporary reserved state; finally, obtaining and displaying information of the case pool, wherein the displayed information comprises the number of cases in the case pool, the number of cases and the number of cases, the total amount of cases, the reserved number of cases and the like.
Specifically, in one implementation of the present embodiment, step S300 further includes the following steps:
step S302, obtaining information of a sponsor and generating a case pool division preview page;
step S303, distributing the cases in the case pool to the names of all groups according to the number of groups and departments, and evenly distributing the cases under all groups to the names of staff.
In one implementation of the present embodiment, step S303 includes the steps of:
step S303a, selecting groups and adjusting the number of departments according to the actual case demands;
step S303b, the case in the case pool is proportioned according to the number of group departments, and is alternately distributed under each group name in a mode of from high to low and from low to high according to the amount of the case;
step S303c, alternately distributing the cases under the names of all groups into N parts of sheets according to the mode that the amount of money is from high to low and then from low to high;
in step S303d, the N cases are associated to the sponsor name, and the case in the reserved state is assigned to the sponsor name of the other cases of the same cardholder.
In this embodiment, after the case pool information is displayed, the confirmation information of the case division personnel needs to be acquired, after the case division personnel confirms that the information is correct, after the case division personnel clicks the "next step" operation, the system acquires the information of the sponsor in the sponsor information table, and then generates a case Chi Fenan preview page, as shown in fig. 6, the case division preview page includes: group name, group number of houses, group case amount, number of departments, case status, etc.
After the division preview page is generated, groups can be selected and the number of departments can be adjusted according to the operation of division personnel, wherein the function of adjusting the number of departments is as follows: the case duty ratio may be allocated according to the number of departments, and a greater number of departments indicates a greater case duty ratio, for example: the number of the groups A is 2, the number of the groups B is 3, the number of the groups A distributed cases is 40% of the case pool, and the number of the groups B distributed cases is 60% of the case pool.
After the number of departments is selected, the cases in the case pool are proportioned according to the number of departments of the groups, and are alternately distributed under the names of all groups from high to low and then from low to high according to the amount of the cases. So that the case amount distributed by each group is ensured to be similar; as shown in fig. 7, group a was divided into 20 individual cases and group B was divided into 25 individual cases according to the ratio.
Then, the automatic case dividing system can associate the cases divided into N cases to the names of sponsors; wherein, a sponsor associates 1 list, if more than one list is distributed to the name of the group subsidiary as reserve (when a new employee is added, the list can be directly distributed to the new employee); the automatic case dividing system can distribute the reserved cases to the sponsors of other cases of the same cardholder while associating the cases, so that the same cardholder can be prevented from being simultaneously followed by different sponsors, and unnecessary complaints are caused; after the division is completed, generating a piece of record information on the operation record page, wherein the record information comprises: the information such as the case pool name, the case division result, the case division time period, the case amount, the case division number, the case number, the group number participating in the case division, the case pool total division into N parts of single.
The above management of the pool is described below by a practical application scenario, as shown in fig. 4, including the following steps:
step S31, selecting a case pool, acquiring case pool data and analyzing the case pool data, and preparing data for intelligent case division;
step S32, acquiring sponsor information data including groups, departments and the like;
step S33, distributing the case in the case pool to the names of all groups according to the number of the group departments as the proportion;
step S34, dividing the cases under the names of the groups into a plurality of parts;
and step S35, sequentially distributing the cases which are divided into a plurality of parts to the names of staff.
Because case division is the primary flow in the collection operation, and because of numerous business lines, large case quantity and complex employee organization architecture, the case division difficulty is very large, and the embodiment solves the problem that case division cannot be fast and averagely performed when case division scenes are complex, case data quantity is large and case amount is large. The automatic case division method can meet the complex case division scene demands of case division personnel, reduces a large amount of manual calculation time and labor consuming of the case division personnel, ensures the fairness of case division, the correctness of data and greatly improves the case division efficiency.
As shown in fig. 1, in one implementation manner of the embodiment of the present invention, the automatic case division method further includes the following steps:
step S400, generating an operation log of the case pool according to the case division operation.
In this embodiment, after performing the automatic case division operation, an operation log of the case pool is provided, where the operation log includes: the information such as the number of the case pools, the amount of the case pools, the operation result, the operation duration and the like of the case pools is created, distributed and updated, and the follow-up case division personnel can inquire the whole case division process according to the operation log and trace the corresponding information such as the sponsor, the case number, the case amount and the like according to the process.
The following technical effects are achieved through the technical scheme:
according to the embodiment, case management is carried out according to the set case condition combination, and corresponding sponsor information in each case pool is configured according to case division requirements, so that an automatic case division system can automatically distribute cases according to case pool data and the sponsor information according to rules that the number of cases is equal and the amount of cases is similar, and an operation log of the case pool is generated according to case division operation, so that case pool analysis and management can be carried out according to the operation log of case division; the automatic case division method provided by the embodiment can meet the complex case division scene demands of case division personnel, reduces a large amount of manual calculation which is time-consuming and labor-consuming for case division personnel, ensures the fairness of case division, the correctness of data and greatly improves the case division efficiency.
Exemplary apparatus
Based on the above embodiment, the present invention further provides a computer terminal, including: the system comprises a processor, a memory, an interface, a display screen and a communication module which are connected through a system bus; wherein the processor is configured to provide computing and control capabilities; the memory includes a storage medium and an internal memory; the storage medium stores an operating system and a computer program; the internal memory provides an environment for the operation of the operating system and computer programs in the storage medium; the interface is used for connecting external equipment, such as mobile terminals, computers and other equipment; the display screen is used for displaying corresponding information; the communication module is used for communicating with a cloud server or a mobile terminal.
The computer program is configured to implement the operations of an automatic case division method when executed by the processor.
It will be appreciated by those skilled in the art that the functional block diagram shown in fig. 8 is merely a block diagram of some of the structures associated with the present inventive arrangements and is not limiting of the terminal to which the present inventive arrangements may be applied, and that a particular terminal may include more or less components than those shown, or may combine some of the components, or have a different arrangement of components.
In one embodiment, there is provided a computer terminal, including: a processor and a memory storing an auto-sort program which, when executed by the processor, is operable to implement the operations of the auto-sort method as described above.
In one embodiment, a computer readable storage medium is provided, wherein the storage medium stores an auto-sort program, which when executed by the processor, is operable to implement the operations of the auto-sort method described above.
Those skilled in the art will appreciate that implementing all or part of the above-described methods may be accomplished by way of a computer program comprising instructions for the relevant hardware, the computer program being stored on a non-volatile storage medium, the computer program when executed comprising the steps of the embodiments of the methods described above. Any reference to memory, database, or other medium used in embodiments provided herein may include non-volatile and/or volatile memory.
In summary, the invention provides an automatic case division method, a terminal and a storage medium, wherein the method comprises the following steps: carrying out case management according to the set case condition combination; the case management operation includes: acquiring information of each case, and carrying out case processing according to the set case condition combination to generate a case database; the case processing operation comprises the following steps: creating a case pool, updating the case pool, copying the case pool and distributing the case pool; configuring corresponding sponsor information in each case pool according to case division requirements; automatically distributing cases according to the case database and the sponsor information and rules that the number of cases is equal and the case amount is similar; generating an operation log of the case pool according to the case division operation; wherein the operation log includes: creating the number of case pools, distributing the number of case pools, updating the number of case pools, the amount of case pools, operation results and operation duration information. The invention solves the problems that the case division scene is complex, the case data volume is large, and the case amount is large, and the case division can not be performed rapidly and averagely.
It is to be understood that the invention is not limited in its application to the examples described above, but is capable of modification and variation in light of the above teachings by those skilled in the art, and that all such modifications and variations are intended to be included within the scope of the appended claims.
Claims (10)
1. An automatic case dividing method, comprising the steps of:
acquiring information of each case, and carrying out case processing according to the set case condition combination to generate a case database; the case processing operation comprises the following steps: creating a case pool, updating the case pool, copying the case pool and distributing the case pool;
configuring corresponding sponsor information in each case pool according to case division requirements;
automatically distributing cases according to the case database and the sponsor information and rules that the number of cases is equal and the case amount is similar;
generating an operation log of the case pool according to the case division operation; wherein the operation log includes: creating the number of case pools, distributing the number of case pools, updating the number of case pools, the amount of case pools, operation results and operation duration information.
2. The automatic case separation method according to claim 1, wherein the case processing according to the set case condition combination comprises:
creating a case pool according to the screened case conditions; wherein, the case condition includes: any combination of commission batch, sponsor information, case type, and product type;
filtering cases with larger risk complaints according to the selected labels;
and pulling the corresponding cases from the case summary list to the created case pool according to the case conditions and the case left after filtering, and displaying the corresponding case information in the case pool.
3. The automatic case separation method according to claim 1, wherein the case processing is performed according to the set case condition combination, further comprising:
packaging the case data in the case pool, and packaging a plurality of cases under the same cardholder name into a family case;
counting case pool data and displaying related information in case division cases; wherein the related information includes: case name, number of cases houses, case amount, case pool update time, and creator information.
4. The automatic case separation method according to claim 1, wherein the case processing is performed according to the set case condition combination, further comprising:
updating the cases of the case pool according to the operation of updating the case pool;
and reallocating the allocated cases according to the operation of the copy case pool.
5. The automatic case division method according to claim 1, wherein the configuring the corresponding sponsor information in each case pool according to the case division requirement includes:
collecting the information of the current month sponsor according to the business classification;
importing sponsor information;
establishing a sponsor information table, and displaying sponsor related information in the sponsor information table; the sponsor related information includes: sponsors, job title, group name, number of departments, number of cases.
6. The automatic case distribution method according to claim 1, wherein the automatic case distribution according to the case database and the sponsor information by the rule that the number of cases is equal and the case amount is similar comprises:
acquiring data of a corresponding case database according to the selected case dividing pool, and analyzing the data of the case database;
obtaining information of a sponsor, and generating a case pool division preview page;
the cases in the case pool are distributed under each group name according to the group department number as the proportion, and the cases under each group name are distributed under the employee name evenly.
7. The automatic case division method according to claim 6, wherein the acquiring the data of the case database according to the selected case division pool and analyzing the data of the case database includes:
entering a corresponding division page according to the selected division case pool;
inquiring cases belonging to other cases under the names of all the following cardholders in the case pool, and setting the inquired cases into a temporary reserved state;
obtaining and displaying the case pool information, wherein the displayed case pool information comprises: the number of cases in the case pool, the number of cases houses, the total amount of cases and the number of cases reserved.
8. The automatic case dividing method according to claim 6, wherein the allocating case pool cases to each group name according to the group department number as the ratio, and the evenly allocating case under each group name to employee name comprises:
according to the actual case demands, selecting groups and adjusting the number of departments;
the cases in the case pool are alternately distributed under each group name in a mode of high to low and low to high according to the amount of the cases by taking the number of group departments as the proportion;
the cases under the names of all groups are alternately distributed into N parts of sheets according to the mode that the amount of money is from high to low and then from low to high;
the cases divided into N parts are associated to the sponsor name, and the cases with the reserved state are distributed to the sponsor names of other cases of the same cardholder.
9. A computer terminal, comprising: a processor and a memory storing an auto-minute program which, when executed by the processor, is to implement the operations of the auto-minute method of any of claims 1-8.
10. A computer readable storage medium, characterized in that the storage medium stores an automatic case division program, which when executed by a processor is adapted to carry out the operations of the automatic case division method according to any one of claims 1-8.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202311037889.6A CN117057901A (en) | 2023-08-16 | 2023-08-16 | Automatic case division method, terminal and storage medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202311037889.6A CN117057901A (en) | 2023-08-16 | 2023-08-16 | Automatic case division method, terminal and storage medium |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN117057901A true CN117057901A (en) | 2023-11-14 |
Family
ID=88654890
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202311037889.6A Pending CN117057901A (en) | 2023-08-16 | 2023-08-16 | Automatic case division method, terminal and storage medium |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN117057901A (en) |
-
2023
- 2023-08-16 CN CN202311037889.6A patent/CN117057901A/en active Pending
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| CN103257999A (en) | Informing system and informing method | |
| CN108537461A (en) | It attends a banquet method for allocating tasks, device, computer equipment and storage medium | |
| CN111178952A (en) | System, method and medium for sales lead follow-up and processing for the automotive industry | |
| CN110852559A (en) | Resource allocation method and device, storage medium and electronic device | |
| CN110807618A (en) | Dynamic scheduling method, device and equipment | |
| CN112862584A (en) | Method and system for distributing financial cost and income to households based on big data technology | |
| CN112184402A (en) | Accounting document generation method and device, storage medium and electronic equipment | |
| CN117057901A (en) | Automatic case division method, terminal and storage medium | |
| CN116611788A (en) | Science and technology project management method and system | |
| CN110852635A (en) | Platform system in electricity merchant operation | |
| CN115640457A (en) | Information management method, apparatus, device, medium, and program product | |
| CN101071489A (en) | Work flow management system and method for realizing work process automation | |
| CN115187117A (en) | Order distribution system and method based on component structure tree | |
| CN104715421A (en) | Method and device for processing electric charge data | |
| CN113743791A (en) | Business evaluation method and device for business work order, electronic equipment and medium | |
| CN110503386B (en) | Data processing system for marketized project | |
| CN114298474A (en) | Method and device for determining allocation resources, storage medium and electronic device | |
| CN112418988A (en) | Order examination and approval method and device and enterprise purchase management system | |
| CN112258037A (en) | Order allocation method, terminal device and storage medium | |
| CN110852700A (en) | Data sorting method and device for workflow system | |
| CN104599027A (en) | data management server and data management program | |
| CN109345325A (en) | Undercarriage list generation method, equipment and computer readable storage medium | |
| CN113837593B (en) | Virtual data distribution method, device, equipment and storage medium | |
| CN115130959A (en) | Method, system, terminal and storage medium for generating spare part BOM | |
| CN115239496A (en) | Internal trading method and device for carbon emission quota, storage medium and trading server |
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 |