CN117455391A - Enterprise business management system, equipment and storage medium - Google Patents

Enterprise business management system, equipment and storage medium Download PDF

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Publication number
CN117455391A
CN117455391A CN202311339260.7A CN202311339260A CN117455391A CN 117455391 A CN117455391 A CN 117455391A CN 202311339260 A CN202311339260 A CN 202311339260A CN 117455391 A CN117455391 A CN 117455391A
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CN
China
Prior art keywords
management module
management
unit
module
enterprise business
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
Application number
CN202311339260.7A
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Chinese (zh)
Inventor
严海强
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Hairong Technology Holdings Guangdong Co ltd
Original Assignee
Hairong Technology Holdings Guangdong Co ltd
Priority date (The priority date 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 date listed.)
Filing date
Publication date
Application filed by Hairong Technology Holdings Guangdong Co ltd filed Critical Hairong Technology Holdings Guangdong Co ltd
Priority to CN202311339260.7A priority Critical patent/CN117455391A/en
Publication of CN117455391A publication Critical patent/CN117455391A/en
Pending legal-status Critical Current

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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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G06Q10/103—Workflow collaboration or project management
    • 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
    • G06F16/2458—Special types of queries, e.g. statistical queries, fuzzy queries or distributed queries
    • G06F16/2462—Approximate or statistical queries
    • 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
    • G06F16/248—Presentation of query results
    • 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
    • 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
    • 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
    • Y02P—CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS
    • Y02P90/00—Enabling technologies with a potential contribution to greenhouse gas [GHG] emissions mitigation
    • Y02P90/30—Computing systems specially adapted for manufacturing

Abstract

The invention discloses an enterprise business management system, which comprises a system management module for user login, user exit and setting management; a client management module for collecting client information and classifying the client information; the service management module is used for acquiring the client information and generating a service list according to the service requirement of the client information; a financial management module for acquiring a business list and performing financial settlement according to the business list; and the report statistics module is used for collecting system data and generating a statistical report according to the system data. The enterprise business management system comprises a system management module, a client management module, a business management module, a financial management module and a report statistics module, wherein data intercommunication is completely realized among the modules, an informatization platform is built in the fields of client information, loan service, legal service and the like, so that resources between clients and service providers are organically integrated, and efficient management of the business is facilitated.

Description

Enterprise business management system, equipment and storage medium
Technical Field
The present invention relates to the field of enterprise management technologies, and in particular, to an enterprise business management system, an enterprise business management device, and an enterprise business management storage medium.
Background
With the popularization of enterprise informatization and electronic commerce knowledge in recent two years, small and medium-sized enterprise users are not only satisfied with single applications such as financial management, OA and the like, but especially the demand for enterprise informatization is urgent due to the fact that large-amount lending enterprise services are involved.
Currently, many intelligent services, such as: instant messaging, IP calling, loan projects, common network access and the like are widely applied to informatization of small and medium enterprises. However, most of these services are simply overlapped in the informatization of small and medium enterprises, and the internal resources of the enterprises are not well integrated, and various intelligent services are not organically integrated, so that a set of comprehensive dynamic policy management method is generally lacking, and a lot of inconvenience is brought. It can be seen that there is a need for improvements and improvements in the art.
Disclosure of Invention
In view of the above-mentioned shortcomings of the prior art, an object of the present invention is to provide an enterprise business management system, device and storage medium, which are used for solving the problems of low integration degree and inconvenient use of intelligent business in the prior art.
In order to achieve the above purpose, the invention adopts the following technical scheme: an enterprise business management system comprises a system management module, a client management module, a business management module, a financial management module and a report statistics module;
the system management module is used for user login, user exit and setting management operations;
the client management module is used for collecting client information and classifying the client information;
the service management module is used for acquiring the client information and generating a service list according to the service requirement of the client information;
the financial management module is used for acquiring a service list and performing financial settlement according to the service list;
the report statistics module is used for collecting system data and generating a statistical report according to the system data.
In an embodiment of the present invention, the call management module further includes a call management module, where the call management module includes an information extraction unit and a call recording unit, the information extraction unit is configured to obtain client information, extract a contact phone from the client information, and the call recording unit is configured to record call duration and call content.
In an embodiment of the present invention, the call management module further includes an evaluation unit, where the evaluation unit is configured to rate the call duration and the call content.
In an embodiment of the present invention, the system further includes a front-end management module, where the front-end management module includes a system configuration unit, a display setting unit, and a product classification unit, where the system configuration unit is used to configure a system background resource, the display setting unit is used to set a system display content and a display format, and the product classification unit is used to set a specific classification of a product.
In an embodiment of the present invention, the system further includes a configuration center module, where the configuration center module is configured to match the front-end configuration for the customer source, the repayment mode, and the follow-up mode.
In an embodiment of the present invention, the configuration center module includes a customer source configuration unit, and the customer source configuration unit is configured to receive data of the customer management module, and perform classification display for information sources of the customer obtaining channel.
In an embodiment of the present invention, the system management module includes a system home page unit and a system management unit, where the system home page unit is configured to receive data of the report statistics module and display the data in a chart form, and the system management unit is configured to set a role and allocate an access right corresponding to the role.
In one embodiment of the invention, the role of role includes business department and business employee.
In order to achieve the above purpose, the present invention also adopts the following technical scheme: an enterprise business management device comprising a memory and at least one processor, the memory having computer readable instructions stored therein; the at least one processor invokes the computer readable instructions in the memory to perform an enterprise business management system as described above.
In order to achieve the above purpose, the present invention also adopts the following technical scheme: a computer readable storage medium having stored thereon computer readable instructions which when executed by a processor implement an enterprise business management system as described above.
As described above, the enterprise business management system, the enterprise business management device and the storage medium of the present invention have the following beneficial effects: the enterprise business management system comprises a system management module, a client management module, a business management module, a financial management module and a report statistics module, wherein data intercommunication is completely realized among the modules, an informatization platform is built in the fields of client information, loan service, legal service and the like, so that resources between clients and service providers are organically integrated, and efficient management of the business is facilitated.
Drawings
In order to more clearly illustrate the embodiments of the 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, it being obvious that the drawings in the following description are only some embodiments of the invention, and that other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a schematic diagram of an enterprise business management system according to the present invention;
FIG. 2 is another architecture diagram of an enterprise business management system according to the present invention
FIG. 3 is a schematic diagram of an operation interface of the enterprise business management system according to the present invention;
FIG. 4 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention;
FIG. 5 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention;
FIG. 6 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention;
FIG. 7 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention;
FIG. 8 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention;
fig. 9 is a schematic diagram of another operation interface of the enterprise business management system according to the present invention.
Detailed Description
The invention provides an enterprise business management system, equipment and a storage medium, and in order to make the purposes, technical schemes and effects of the invention clearer and more definite, the invention is further described in detail below by referring to the accompanying drawings and the embodiments.
In the description of the present invention, it should be understood that the azimuth or positional relationship indicated by the terms "up, down, left, right", etc. are based on the azimuth or positional relationship shown in the drawings, and are merely for convenience in describing the present invention and for simplifying the description, and are not to be construed as limiting the present invention; furthermore, the terms "mounted," "connected," and the like, are to be construed broadly and, as appropriate, the specific meaning of the terms in the present invention will be understood by those of ordinary skill in the art.
Example 1
Referring to fig. 1 to 9, the present invention provides an enterprise business management system, which includes a system management module, a client management module, a business management module, a financial management module and a report statistics module; the system management module is used for user login, user exit and setting management operations; the client management module is used for collecting client information and classifying the client information; the service management module is used for acquiring the client information and generating a service list according to the service requirement of the client information; the financial management module is used for acquiring a service list and performing financial settlement according to the service list; the report statistics module is used for collecting system data and generating a statistical report according to the system data.
In this embodiment, the system further includes a call management module, where the call management module includes an information extraction unit, a call recording unit, and an evaluation unit, where the information extraction unit is configured to obtain client information, extract a contact phone from the client information, and the call recording unit is configured to record call duration and call content; the evaluation unit is used for grading the call duration and the call content. It will be appreciated that the business person can communicate directly with the customer telephone through the call management module to provide services to the customer.
The system comprises a front-end management module, wherein the front-end management module comprises a system configuration unit, a display setting unit and a product classification unit, the system configuration unit is used for configuring background resources of a system, the display setting unit is used for setting display contents and display formats of the system, and the product classification unit is used for setting specific classification of products.
The system also comprises a configuration center module, wherein the configuration center module is used for matching front-end configuration aiming at customer sources, repayment modes and follow-up modes. Wherein the customer source is configured to edit customer source data of customer information; the repayment mode configuration is used for loan product repayment mode configuration; follow-up mode configuration the follow-up mode configuration for filling out the follow-up record: contract type arrangement for add-in: contract template configuration for add-in: the daily report configuration is used for the daily report configuration of the front-end work report module: loan product configuration for background item matching products: the poster configuration is used for the poster setting of the front-end inviting friends.
Optionally, the system management module comprises a system home page unit and a system management unit, wherein the system home page unit is used for receiving the data of the report statistics module and displaying the data in a chart form, and the system management unit is used for setting a role and distributing the corresponding access rights of the role; preferably, the role includes business department and business staff. In this embodiment, the different access rights of the business department and the business staff can help the administrator to define the rights division between different roles, so as to ensure the security and stability of the information inside the enterprise. By setting different permission levels, an administrator can control which employees can access or modify specific data and information, preventing potential risk of information leakage.
Example two
Referring to fig. 1 to 9, the present invention provides an enterprise business management apparatus, comprising a memory and at least one processor, wherein the memory stores computer readable instructions; the at least one processor invokes the computer readable instructions in the memory to perform an enterprise business management system as described above.
Example III
Referring to fig. 1-9, the present invention provides a computer readable storage medium having computer readable instructions stored thereon, which when executed by a processor, implement an enterprise business management system as described above.
In summary, the enterprise business management system, the equipment and the storage medium of the invention comprise the system management module, the client management module, the business management module, the financial management module and the report statistics module, and the data intercommunication among the modules is completely realized, and an informationized platform is built in the fields of client information, loan service, legal service and the like, so that resources between clients and service providers are organically integrated, and the efficient management of the business is facilitated. Therefore, the invention effectively overcomes various defects in the prior art and has high industrial utilization value.
It will be understood that equivalents and modifications will occur to those skilled in the art based on the present invention and its spirit, and all such modifications and substitutions are intended to be included within the scope of the present invention.

Claims (10)

1. The enterprise business management system is characterized by comprising a system management module, a client management module, a business management module, a financial management module and a report statistics module;
the system management module is used for user login, user exit and setting management operations;
the client management module is used for collecting client information and classifying the client information;
the service management module is used for acquiring the client information and generating a service list according to the service requirement of the client information;
the financial management module is used for acquiring a service list and performing financial settlement according to the service list;
the report statistics module is used for collecting system data and generating a statistical report according to the system data.
2. The enterprise business management system of claim 1, further comprising a call management module comprising an information extraction unit for obtaining customer information, from which contact phones are extracted, and a call recording unit for recording call duration and call content.
3. The enterprise business management system of claim 2, wherein said call management module further comprises an evaluation unit for rating call duration and call content.
4. The enterprise business management system of claim 1, further comprising a front-end management module comprising a system configuration unit, a display setting unit and a product classification unit, wherein the system configuration unit is used for configuring system background resources, the display setting unit is used for setting system display content and display format, and the product classification unit is used for setting product specific classification.
5. The enterprise business management system of claim 1, further comprising a configuration center module for matching front-end configurations for customer sources, repayment and follow-up.
6. The enterprise business system of claim 5, wherein the configuration center module comprises a customer source configuration unit for receiving data of the customer management module and displaying the data in a classified manner for information sources of the customer acquisition channels.
7. The enterprise business management system of claim 1, wherein the system management module comprises a system home page unit and a system management unit, wherein the system home page unit is used for receiving data of the report statistics module and displaying the data in a chart form, and the system management unit is used for setting a role and distributing access rights corresponding to the role.
8. The enterprise business management system of claim 7, wherein the role roles include business segments and business employees.
9. An enterprise business management device comprising a memory and at least one processor, said memory having computer readable instructions stored therein; the at least one processor invoking the computer readable instructions in the memory to perform the enterprise business management system of any of claims 1-8.
10. A computer readable storage medium having computer readable instructions stored thereon, which when executed by a processor, implement the enterprise business management system of any of claims 1-8.
CN202311339260.7A 2023-10-17 2023-10-17 Enterprise business management system, equipment and storage medium Pending CN117455391A (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
CN202311339260.7A CN117455391A (en) 2023-10-17 2023-10-17 Enterprise business management system, equipment and storage medium

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
CN202311339260.7A CN117455391A (en) 2023-10-17 2023-10-17 Enterprise business management system, equipment and storage medium

Publications (1)

Publication Number Publication Date
CN117455391A true CN117455391A (en) 2024-01-26

Family

ID=89590143

Family Applications (1)

Application Number Title Priority Date Filing Date
CN202311339260.7A Pending CN117455391A (en) 2023-10-17 2023-10-17 Enterprise business management system, equipment and storage medium

Country Status (1)

Country Link
CN (1) CN117455391A (en)

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