CN117422288A - Visiting flow accurate matching templatization and plugin method - Google Patents
Visiting flow accurate matching templatization and plugin method Download PDFInfo
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Abstract
The invention discloses a method for accurately matching templates and plugins of a visiting flow, which relates to the technical field of accurate matching of the visiting flow and comprises the following steps: s1, processing manufacturer access application, S2, analyzing customer requirements, S3, configuring a visiting flow template, S4, setting a customized template, S5, customizing an expansion plug-in and a data converter, S6, configuring visiting flows, S7 and matching visiting flows. The invention realizes flexible visit flow configuration by acquiring the standard visit flow template and expanding according to different manufacturer demands and information differences, so that a user can configure the visit flow on a management page, select and execute corresponding flows, execute operation and information acquisition according to the steps of the visit flow, templet and plug-in the visit flow, provide a more flexible and personalized visit management method for the user, and meet the demands of different manufacturers for different client types.
Description
Technical Field
The invention relates to the technical field of accurate matching of a visiting flow, in particular to a template and plug-in method for accurate matching of the visiting flow.
Background
In a SaaS system in the fast consumer goods industry, a vendor, as a tenant of the system, faces a broad business transaction with a plurality of different types of clients, each of which may involve different types of business activities, and therefore, the vendor must be able to dynamically configure and manage a visiting procedure for various operators and client types to ensure that the business activities are performed in a standardized manner, a method and apparatus for processing a terminal visiting procedure are disclosed in the patent application No. 202211087281.X, the method includes: acquiring visiting parameters of a salesman, wherein the visiting parameters comprise identity information, store information and visiting time of the salesman; based on the visit parameters, matching a target visit flow from a plurality of preset visit flows; and displaying a visit list corresponding to the target visit flow so that a service operator can carry out visit operation according to a plurality of visit steps contained in the visit list. The invention can respectively make a plurality of different visiting steps into a plurality of different visiting flows in advance, when a salesman visits a store, the personal information, the store real-time information and the visiting time of the salesman are matched with a corresponding visiting flow from the plurality of different visiting flows, so that the salesman can complete the visiting operation according to the visiting steps contained in the matched visiting flow, thereby improving the processing efficiency of the visiting business of the salesman. ";
however, the existing method lacks flexible configuration of the visiting flow, cannot meet the personalized requirements of different manufacturers on different client types and salesmen, and because of the lack of more detailed and comprehensive information in the matching process, the complexity of the client attributes and the salesmen attributes of enterprises is not fully considered, so that a plurality of problems and difficulties are encountered in the making and adjusting processes of matching rules, the existing system generally cannot support the expansion and the supplementation of the client attributes and the salesmen attributes, and the configuration and the management of the visiting flow are complex, and the implementation cost is high.
Disclosure of Invention
The invention aims to provide a method for accurately matching templates and plugins in a visiting process, which aims to solve the problems in the background technology.
In order to achieve the above purpose, the present invention provides the following technical solutions: a method for accurately matching template and plugin of a visiting flow comprises the following steps:
s1, processing manufacturer access application: after receiving the data of the manufacturer access application, opening a client visit management module and initializing a visit flow template;
s2, analyzing customer requirements: after user domain information, client domain information and business flow which are involved after careful and perfect combing are submitted according to the latest customer visit requirement of a manufacturer, a system receives related information data;
s3, configuring a visit flow template: after defining the name, interface control, value range acquisition, data conversion and data matching related information of each node, determining the node contained in each plug-in according to the plug-in function, and finally determining the plug-in contained in each template according to the requirements of the visiting flow template;
s4, setting a customized template: after receiving the information data related to the visiting requirements of the clients, customizing the protocol according to the requirements, and after the visiting flow template is determined, replacing the originally set standard protocol, so that the new protocol can be immediately effective;
s5, a custom expansion plug-in and a data converter: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins and the data converters in various modes according to different business requirement rules, the information data is uploaded to the system, and the system performs initialization processing;
s6, configuring a visit flow: according to the visit flow template, the configuration of the visit flow is carried out through a configuration management system provided by the system, and the system interface automatically carries out dynamic rendering according to the definition of the visit flow template;
s7, matching a visit flow: after the configuration of the visit flow is completed, the user selects the clients and service types to be visited after logging in the system, and after a visit flow list is obtained according to the positions and the visit flow types of the user, a visit flow template, an initialization plug-in and a data converter are loaded, and the system completes flow matching according to a call chain.
Preferably, the step S3 includes the steps of:
s301, setting a basic node: after the number of the nodes is determined, defining the name, interface control, value range acquisition, data conversion and data matching related information for each node;
s302, determining a system plug-in: determining the types and the numbers of nodes contained in different plugins according to the function of each plugin, wherein the types and the numbers comprise a client attribute matching plugin, a user throwing range plugin and other plugins which are built in a default mode;
s303, configuring a template: and determining plug-ins required by each visit flow template according to the effect realized by different visit flow templates, and installing relevant plug-ins for each visit flow template.
Preferably, the step S4 specifically includes the following steps:
s401, customizing a visit flow template: after receiving the information data related to the visiting requirements of the clients, determining the customizing requirements, customizing the protocol according to the requirements, and enabling the customizing content to be detailed and comprehensive;
s402, resetting the visit flow template: after the customized visit flow template is determined, the originally set standard protocol is replaced, so that the new protocol can be immediately validated.
Preferably, in the step S401, the customized content includes, but is not limited to, a client category, a client attribute, a user, a job position, an organization, a data processing manner, and a matching manner.
Preferably, the step S5 specifically includes the following steps:
s501, a custom extension plug-in: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins in various modes according to different business requirement rules, wherein the plug-ins comprise the use of HTTP interfaces, and the system is in butt joint with the manufacturers and third party data to be used as a part of an expansion domain;
s502, a custom data converter: allowing manufacturers to expand self-oriented data converters according to requirements, wherein the data converters comprise XML extraction data converters, so that the system can conveniently convert various self-defined data formats;
s503, uploading plug-in: after the manufacturer completes expansion, the plug-in is uploaded to the system, and after the system receives the related information data, the plug-in and the data converter are independently initialized for the current manufacturer.
Preferably, the step S6 specifically includes the following steps:
s601, configuring related attributes of the visit flow: according to the visiting flow template, a user configures and perfects the name, type, applicable client type, multidimensional attribute of the client, applicable user release range and step related information of each flow in an interface provided by the system;
s602, dynamically rendering an intelligent interface: the system automatically generates and presents a rendering interface of the content dynamics according to the description of the client visit flow template on the interface control and the configuration of the related attributes.
Preferably, the step S7 specifically includes the following steps:
s701, a user logs in a system: when the configuration of the visiting flow is completed, the user logs in the system according to the relevant registration information and selects the client needing visiting and the corresponding service type;
s702, acquiring a visit flow list: and the system dynamically acquires an applicable visit flow list according to the positions of the users and the categories of the visit flows.
Preferably, the step S7 specifically further includes the following steps:
s703, loading a visit flow template: loading a visit flow template configured by a manufacturer and initializing various plug-ins and data converters;
s704, matching and filtering data: the system sequentially performs matching and filtering according to the call chain to obtain the attribute values of the user domain, the client domain and the extension domain, and the steps of data conversion, data matching and the like, and finally completes flow matching.
Compared with the prior art, the invention has the beneficial effects that:
1. according to the invention, a visiting procedure template is formed by extracting visiting procedure matching rules, so that each manufacturer can accurately customize visiting procedures according to unique customer attributes and requirements, high-individuation visiting management can be enjoyed by large enterprises and small enterprises, specific business requirements are met, when built-in plugins cannot meet the requirements of the manufacturer, the manufacturer can expand own plugin library, timely adjust and enhance original capabilities, and intelligent interface dynamic rendering is introduced, and the characteristic allows a system to automatically generate and present configuration interfaces according to descriptions of the customer visiting procedure template about interface controls, even if a user does not have relevant and deep background technology support, complex visiting procedures and rules can be easily created, so that the configuration procedures are more rapid and efficient;
2. the invention improves the usability of data through various data processing functions, increases the quality of the data, embeds an array converter, a JSONATH data extractor and the like to execute operations such as segmentation, replacement, type conversion and the like, ensures the consistency and accuracy of the data in the whole flow, ensures that a user can select a proper data processing mode according to requirements, can customize own type converter, ensures more flexible operation, and enables the system to automatically execute data processing according to configuration, thereby greatly improving the working efficiency.
Drawings
FIG. 1 is a flowchart of an overall method provided by an embodiment of the present invention;
fig. 2 is a flowchart of a method for configuring a call flow template according to an embodiment of the present invention;
FIG. 3 is a flowchart of a method for setting a customized template according to an embodiment of the present invention;
fig. 4 is a flowchart of a method for configuring a call flow according to an embodiment of the present invention;
fig. 5 is a schematic diagram of a composition and execution process of a call flow template according to an embodiment of the present invention;
fig. 6 is a schematic diagram of a plug-in loading process according to an embodiment 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. 1-6, the present invention provides a technical solution: a method for accurately matching template and plugin of a visiting flow comprises the following steps:
s1, processing manufacturer access application: after receiving the data of the manufacturer access application, opening a client visit management module and initializing a visit flow template;
s2, analyzing customer requirements: after user domain information, client domain information and business flow which are involved after careful and perfect combing are submitted according to the latest customer visit requirement of a manufacturer, a system receives related information data;
s3, configuring a visit flow template: after defining the name, interface control, value range acquisition, data conversion and data matching related information of each node, determining the node contained in each plug-in according to the plug-in function, and finally determining the plug-in contained in each template according to the requirements of the visiting flow template;
s4, setting a customized template: after receiving the information data related to the visiting requirements of the clients, customizing the protocol according to the requirements, and after the visiting flow template is determined, replacing the originally set standard protocol, so that the new protocol can be immediately effective;
s5, a custom expansion plug-in and a data converter: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins and the data converters in various modes according to different business requirement rules, the information data is uploaded to the system, and the system performs initialization processing;
s6, configuring a visit flow: according to the visit flow template, the configuration of the visit flow is carried out through a configuration management system provided by the system, and the system interface automatically carries out dynamic rendering according to the definition of the visit flow template;
s7, matching a visit flow: after the configuration of the visit flow is completed, the user selects the clients and service types to be visited after logging in the system, and after a visit flow list is obtained according to the positions and the visit flow types of the user, a visit flow template, an initialization plug-in and a data converter are loaded, and the system completes flow matching according to a call chain.
Step S3 comprises the steps of:
s301, setting a basic node: after the number of the nodes is determined, defining the name, interface control, value range acquisition, data conversion and data matching related information for each node;
s302, determining a system plug-in: determining the types and the numbers of nodes contained in different plugins according to the function of each plugin, wherein the types and the numbers comprise a client attribute matching plugin, a user throwing range plugin and other plugins which are built in a default mode;
s303, configuring a template: determining plug-ins required by each visit flow template according to the effect realized by different visit flow templates, and installing relevant plug-ins for each visit flow template;
the step S4 specifically comprises the following steps:
s401, customizing a visit flow template: after receiving the information data related to the visiting requirements of the clients, determining the customizing requirements, customizing the protocol according to the requirements, and enabling the customizing content to be detailed and comprehensive;
s402, resetting the visit flow template: after the customized visit flow template is determined, the originally set standard protocol is replaced, so that a new protocol can be immediately validated;
in step S401, the customized content includes, but is not limited to, client category, client attribute, user, job position, organization, data processing mode and matching mode;
the step S5 specifically comprises the following steps:
s501, a custom extension plug-in: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins in various modes according to different business requirement rules, wherein the plug-ins comprise the use of HTTP interfaces, and the system is in butt joint with the manufacturers and third party data to be used as a part of an expansion domain;
s502, a custom data converter: allowing manufacturers to expand self-oriented data converters according to requirements, wherein the data converters comprise XML extraction data converters, so that the system can conveniently convert various self-defined data formats;
s503, uploading plug-in: after the manufacturer finishes expansion, uploading the plug-in to a system, and after the system receives related information data, independently initializing the plug-in and a data converter for the current manufacturer;
the step S6 specifically comprises the following steps:
s601, configuring related attributes of the visit flow: according to the visiting flow template, a user configures and perfects the name, type, applicable client type, multidimensional attribute of the client, applicable user release range and step related information of each flow in an interface provided by the system;
s602, dynamically rendering an intelligent interface: the system automatically generates and presents a rendering interface of content dynamics according to the description of the client visit flow template on the interface control and the configuration of related attributes;
the step S7 specifically includes the following steps:
s701, a user logs in a system: when the configuration of the visiting flow is completed, the user logs in the system according to the relevant registration information and selects the client needing visiting and the corresponding service type;
s702, acquiring a visit flow list: the system dynamically acquires an applicable visit flow list according to the positions of the users and the categories of the visit flows;
the step S7 specifically further comprises the following steps:
s703, loading a visit flow template: loading a visit flow template configured by a manufacturer and initializing various plug-ins and data converters;
s704, matching and filtering data: the system sequentially performs matching and filtering according to the call chain to obtain the attribute values of the user domain, the client domain and the extension domain, and the steps of data conversion, data matching and the like, and finally completes flow matching.
It is noted that relational terms such as first and second, and the like are used solely to distinguish one entity or action from another entity or action without necessarily requiring or implying any actual such relationship or order between such entities or actions. Moreover, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus.
Although embodiments of the present invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made therein without departing from the principles and spirit of the invention, the scope of which is defined in the appended claims and their equivalents.
Claims (8)
1. The method for accurately matching template and plug-in of the visit flow is characterized by comprising the following steps of:
s1, processing manufacturer access application: after receiving the data of the manufacturer access application, opening a client visit management module and initializing a visit flow template;
s2, analyzing customer requirements: after user domain information, client domain information and business flow which are involved after careful and perfect combing are submitted according to the latest customer visit requirement of a manufacturer, a system receives related information data;
s3, configuring a visit flow template: after defining the name, interface control, value range acquisition, data conversion and data matching related information of each node, determining the node contained in each plug-in according to the plug-in function, and finally determining the plug-in contained in each template according to the requirements of the visiting flow template;
s4, setting a customized template: after receiving the information data related to the visiting requirements of the clients, customizing the protocol according to the requirements, and after the visiting flow template is determined, replacing the originally set standard protocol, so that the new protocol can be immediately effective;
s5, a custom expansion plug-in and a data converter: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins and the data converters in various modes according to different business requirement rules, the information data is uploaded to the system, and the system performs initialization processing;
s6, configuring a visit flow: according to the visit flow template, the configuration of the visit flow is carried out through a configuration management system provided by the system, and the system interface automatically carries out dynamic rendering according to the definition of the visit flow template;
s7, matching a visit flow: after the configuration of the visit flow is completed, the user selects the clients and service types to be visited after logging in the system, and after a visit flow list is obtained according to the positions and the visit flow types of the user, a visit flow template, an initialization plug-in and a data converter are loaded, and the system completes flow matching according to a call chain.
2. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S3 includes the steps of:
s301, setting a basic node: after the number of the nodes is determined, defining the name, interface control, value range acquisition, data conversion and data matching related information for each node;
s302, determining a system plug-in: determining the types and the numbers of nodes contained in different plugins according to the function of each plugin, wherein the types and the numbers comprise a client attribute matching plugin, a user throwing range plugin and other plugins which are built in a default mode;
s303, configuring a template: and determining plug-ins required by each visit flow template according to the effect realized by different visit flow templates, and installing relevant plug-ins for each visit flow template.
3. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S4 specifically includes the following steps:
s401, customizing a visit flow template: after receiving the information data related to the visiting requirements of the clients, determining the customizing requirements, customizing the protocol according to the requirements, and enabling the customizing content to be detailed and comprehensive;
s402, resetting the visit flow template: after the customized visit flow template is determined, the originally set standard protocol is replaced, so that the new protocol can be immediately validated.
4. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: in the step S401, the customized content includes, but is not limited to, client category, client attribute, user, job position, organization, data processing mode, and matching mode.
5. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S5 specifically includes the following steps:
s501, a custom extension plug-in: because of the business requirements of different manufacturers, the manufacturers are allowed to customize the plug-ins in various modes according to different business requirement rules, wherein the plug-ins comprise the use of HTTP interfaces, and the system is in butt joint with the manufacturers and third party data to be used as a part of an expansion domain;
s502, a custom data converter: allowing manufacturers to expand self-oriented data converters according to requirements, wherein the data converters comprise XML extraction data converters, so that the system can conveniently convert various self-defined data formats;
s503, uploading plug-in: after the manufacturer completes expansion, the plug-in is uploaded to the system, and after the system receives the related information data, the plug-in and the data converter are independently initialized for the current manufacturer.
6. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S6 specifically includes the following steps:
s601, configuring related attributes of the visit flow: according to the visiting flow template, a user configures and perfects the name, type, applicable client type, multidimensional attribute of the client, applicable user release range and step related information of each flow in an interface provided by the system;
s602, dynamically rendering an intelligent interface: the system automatically generates and presents a rendering interface of the content dynamics according to the description of the client visit flow template on the interface control and the configuration of the related attributes.
7. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S7 specifically includes the following steps:
s701, a user logs in a system: when the configuration of the visiting flow is completed, the user logs in the system according to the relevant registration information and selects the client needing visiting and the corresponding service type;
s702, acquiring a visit flow list: and the system dynamically acquires an applicable visit flow list according to the positions of the users and the categories of the visit flows.
8. The method for accurately matching, templating and plug-in processing a call flow according to claim 1, wherein the method comprises the following steps: the step S7 specifically further includes the following steps:
s703, loading a visit flow template: loading a visit flow template configured by a manufacturer and initializing various plug-ins and data converters;
s704, matching and filtering data: the system sequentially performs matching and filtering according to the call chain to obtain the attribute values of the user domain, the client domain and the extension domain, and the steps of data conversion, data matching and the like, and finally completes flow matching.
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