CN117670004A

CN117670004A - Service homing configuration method, device and medium based on custom routing strategy

Info

Publication number: CN117670004A
Application number: CN202311613007.6A
Authority: CN
Inventors: 侯乐; 李放; 谢建灵; 郭莹; 孔繁硕; 张昊; 杨乐; 吕文思
Original assignee: Shanghai Data Center of China Life Insurance Co Ltd
Current assignee: Shanghai Data Center of China Life Insurance Co Ltd
Priority date: 2023-11-29
Filing date: 2023-11-29
Publication date: 2024-03-08

Abstract

The invention relates to a service homing configuration method, equipment and medium based on a self-defined routing strategy, wherein the method comprises the following steps: s1, coding the business category and the organization, and configuring the business category and the line relation of the return department; s2, formulating a custom routing strategy aiming at the return relationship; the scenes corresponding to the return relationships comprise a substitute return scene, a multi-return scene and a multi-return scene; s3, storing a return relationship and a custom routing strategy; and S4, searching a return department according to the current department and the business category by using the configuration relation routing strategy. Compared with the prior art, the method simplifies the service homing configuration step, improves the efficiency, solves the problem of replacing unconventional homing routing scenes such as homing, multi-homing, superior homing and the like by formulating a custom routing strategy for the homing relation, and meets the requirement of the custom service homing routing strategy of the branch office.

Description

Service homing configuration method, device and medium based on custom routing strategy

Technical Field

The present invention relates to the field of service homing management, and in particular, to a service homing configuration method, device and medium based on a custom routing policy.

Background

With the advancement of digital transformation, it is necessary to convert the conventional financial expenditure model into an on-line financial expenditure business return management model. The financial expenditure business return management can ensure the normal operation of each business of the company and the realization of the operation targets, further standardizes the economic activities of the company, strengthens the internal control, improves the fund use efficiency, reduces the operation cost and improves the economic benefit. Through the work of paying, reimbursement, budgeting, approval and the like of the return management cost, unified allocation and monitoring of resources can be realized, the financial efficiency is improved, the repeated labor is reduced, and the cost is reduced.

The large insurance company has the problems that the internal enterprise architecture is complex, branch institutions are numerous, the service types are complex, the transaction amount is huge, the return strategies of all branch institutions are different, and how to balance and process different requirements of the main company and the subsidiary company on service return management becomes one difficulty, namely, the control of the main company on financial expenditure service return can be realized, and the financial expenditure of the whole company is converted from a traditional mode into an online service return management mode; meanwhile, the demands of different subsidiaries on the service return routing strategy can be considered, and various specific practical use scenes of the different subsidiaries are self-adapted.

In large insurance companies, some businesses need to pay for management by each department, and some businesses need to return for management. Meanwhile, in different subsidiaries, the same business may belong to different departments for management due to different conditions such as organization architecture, system and the like. This results in the inability of the whole company to meet the use of the whole company using a standard set of business homing configurations. In order to meet the above complex situations existing in large-scale companies, it is required that the service homing and routing strategies are as flexible as possible, and are self-adaptive to various different situations.

The existing on-line service homing configuration method can realize simple homing configuration requirements, but the realized service homing configuration method has complicated configuration steps, low configuration efficiency, incapability of meeting the rapid and flexible configuration requirements, unfavorable for users, poor generalization and large amount of manual adjustment when adapting to the requirements of different branch companies.

Disclosure of Invention

The invention aims to overcome the defects of the prior art and provide a service homing configuration method, equipment and medium based on a custom routing strategy.

The aim of the invention can be achieved by the following technical scheme:

according to a first aspect of the present invention, there is provided a service homing configuration method based on a custom routing policy, the method comprising:

s1, coding the business category and the organization, and configuring the business category and the line relation of the return department;

s2, formulating a custom routing strategy aiming at the return relationship; the scenes corresponding to the return relationships comprise a substitute return scene, a multi-return scene and a multi-return scene;

s3, storing a return relationship and a custom routing strategy;

and S4, searching a return department according to the current department and the business category by using the configuration relation routing strategy.

Preferably, in the step S1, the service class and the organization are encoded, specifically:

step S11, defining business categories of financial expenditure according to the combination of a company system and requirements of all sub-companies of a main company, and coding the business categories;

step S12, referring to a company organization, dividing departments into department lines according to functions, and coding the department lines;

s13, dividing departments into province, city and county levels according to the region where the departments are located based on a return code coding rule, and giving a return code to each organization department;

step S14, the branch company configures the business category and the line relation of the return department according to the actual situation; each homing relation comprises a plurality of business category attributes and a homing department line attribute, namely, the attribute that the business category carries out homing management on the current homing department line.

Preferably, the business category comprises hydropower fees, communication fees, training fees, tax fees, advertising fees, legal fees, software development fees; and/or

The department line comprises a manager room, an office, a human resource part, a financial part, a propaganda part, a legal compliance part and a science and technology part.

Preferably, the return code in the step S13 has a length of 10 bits, 1-2 bits are provincial codes, 3-4 bits are city codes, 5-6 bits are county codes, 7-8 bits are department line codes, and 9-10 bits are sequential codes.

Preferably, the custom routing policy corresponding to the alternative homing scene includes: adding default attributes to the return relationships, and configuring two return relationships, wherein the default attribute of a first department is that the default attribute of a second department is that the default attribute of the first department is that the default attribute of the second department is that the second department is found for return management under the condition that the first department cannot be found, and the first department and the second department are two different departments in a department line; and/or

The custom routing strategy corresponding to the multi-homing scene comprises the following steps: the same business category is managed by two different departments, and no specific rule is distinguished, and a single person needs to fill in a return department; when the return relationship is configured, two return relationships are configured, default attributes of the return relationships of the two departments are selected, and the system sets the two return departments for single person selection; and/or

The custom routing strategy corresponding to the upper-level homing scene comprises the following steps: and adding county branch return strategy attributes in configuration return relation, and setting three strategies, namely 1) firstly searching for a primary stage without searching for an upper stage, 2) only searching for the primary stage, and 3) directly searching for the upper stage.

Preferably, the deploying the homing relation and the custom routing policy in step S3 includes:

creating a return department rule by the branch companies, configuring the document types and the mechanism ranges applicable to the rule, and isolating the configuration relation of each branch company; the branch company configures a homing relation in a homing department rule, wherein each homing relation comprises a plurality of business category attributes, a department line attribute, a default attribute and a county homing strategy attribute.

Preferably, the step S4 includes:

when filling in the bill, firstly filling in reimbursement personnel and business categories, and taking out branch institutions and expenditure departments where the reimbursement personnel are located by the reimbursement personnel; selecting a return department rule according to the branch mechanism, and selecting all related return relations according to the business category in the rule to form a return relation list;

in the selected return relationship list, firstly filtering the return relationship with the default attribute of yes to search the return department, if the return department is found, returning the return department, if not, searching the return department according to the return relationship with the default attribute of no, if the return department is found, returning the return department, and if not, returning the return department without matching.

Preferably, searching for the return department by a return relationship includes:

acquiring a return code of a payment department, replacing 7-8 bits in the return code with codes of department line attributes in a return relationship, and replacing 5-6 bits or 9-10 bits in the return code with 00 according to county return strategy attributes of the return relationship if the payment department is in county branch company; and finding out the organization department according to the newly generated homing codes, namely the homing department with the resolved homing relation.

According to a second aspect of the present invention there is provided an electronic device comprising a memory and a processor, the memory having stored thereon a computer program, the processor implementing the method of any one of the above when executing the program.

According to a third aspect of the present invention, there is provided a computer readable storage medium having stored thereon a computer program which when executed by a processor implements the method of any one of the above.

Compared with the prior art, the invention has the following advantages:

1) The invention simplifies the steps of service homing configuration and improves the efficiency by encoding the service category and the organization and configuring the line relation between the service category and the homing department.

2) The invention solves the problem of replacing unconventional return port routing scenes such as return ports, multi-return ports, upper return ports and the like by formulating the routing strategy for the return port relationship, and meets the requirement of the branch office on self-defining service return port routing strategy.

Drawings

FIG. 1 is a flow chart of the method of the present invention;

FIG. 2 is a schematic diagram of a homing relationship in an embodiment.

Detailed Description

The following description of the embodiments of the present invention will be made clearly and fully with reference to the accompanying drawings, in which it is evident that the embodiments described are some, but not all embodiments of the invention. All other embodiments, which can be made by those skilled in the art based on the embodiments of the present invention without making any inventive effort, shall fall within the scope of the present invention.

Examples

The embodiment provides a service homing configuration method based on a custom routing policy, which is applied to a large insurance company and comprises the following steps:

and S1, coding the business category and the organization, and configuring the business category and the return department line relation.

First, a head office combines corporate system and requirements of each subsidiary to define financial expenditure business category and code the business category, for example: hydropower fees (001), communication fees (002), training fees (003), tax fees (004), advertising fees (005), legal fees (006), software development fees (007), and the like.

Referring to a corporate organization, departments divide the department lines by function and encode the department lines, for example: manager room (01), office (02), human resources department (03), finance department (04), propaganda department (05), legal compliance department (06), science and technology department (07) and the like. Dividing departments into province, city and county levels according to the region where the departments are located, and endowing each organization department with a return code, wherein the code rule of the return code is as follows: the length is 10 bits, 1-2 bits are provincial codes, 3-4 bits are city codes, 5-6 bits are county codes, 7-8 bits are department line codes, and 9-10 bits are sequential codes.

After the coding is finished, the branch company configures the business category and the line relation of the return department according to the actual situation. Multiple business categories and a backlog department line may be included in a relationship, i.e., backlog management may be performed on this backlog department line on behalf of the business categories. For example: a return relationship is configured to include business categories (hydropower fees, communication fees) and department lines (offices), that is, return management is performed on behalf of the office lines to which the hydropower fees and communication fees are returned.

And S2, formulating a routing strategy aiming at the return relationship.

Under normal conditions, one business class is homed in a level department of a department line, but in the actual application scene of each branch company, there are unconventional homed routing scenes such as alternative homed, multiple homed, superior homed and the like, and also there are mixed scenes of unconventional homed routing, homed routing strategies of each branch company have differences, and complexity of business class homed routing strategies is formed, so that custom routing strategies need to be formulated aiming at homed relations.

Instead of the return-to-mouth scenario, the software development fee is normally returned to the science and technology department for return-to-mouth management, but some municipal branch companies do not set up the science and technology department, so that the return-to-mouth responsibility is returned to the office for management under the condition that the science and technology department is not set up. The default attribute is added to the homing relationship, two homing relationships are configured, the default attribute of the science and technology part is yes, the default attribute of the office is no, namely, the office is found to carry out homing management under the condition that the science and technology part cannot be found.

In the multi-homing scenario, the same business category is managed by both office and human resource parts in some cases, and no specific rule is distinguished, so that people need to fill a bill to select a homing department. When the return relationship is configured, two return relationships can be configured, and default attributes of the return relationships of the office and the human resource part are selected, so that the system has two return departments for selection by a filling person.

The upper-level return scene is that the water and electricity fee is normally returned to the office of the present level for return management, and the county branch company under one city company has offices, and has no offices, and the water and electricity fee needs to be routed to the company of the upper-level city for return management under the condition that the offices are not available. The county branch homing strategy attribute is added in the configuration homing relation, and three strategies are set: firstly, searching a principal stage, and not searching an upper stage; only finding the principal stage; directly find the upper level. Therefore, the requirements of the branch companies for formulating corresponding superior homing strategies for different superior homing scenes are met.

Fig. 2 is an example of a homing relationship.

Step S3, storing the return relationship and the routing strategy

The branch company creates the rule of the return department and configures the document type and the mechanism range applicable to the rule, so that the configuration relation of each branch company is isolated from each other, and the requirement that the branch company can customize the return configuration of the business is met.

The branch company configures a homing relation in a homing department rule, wherein each homing relation comprises a plurality of business category attributes, a department line attribute, a default attribute and a county homing strategy attribute.

When filling in the bill, the reimburser and the business class are filled in first, and the reimburser can bring out the branch office and the expenditure department where the reimburser is located. And selecting the rule of the return department according to the branch mechanism, and selecting all relevant return relations in the rule according to the business category.

In the selected return relationship list, firstly filtering the return relationship with the default attribute of yes to search the return department, if the return department is found (the multiple return departments are needed to be filled with the person for selection), returning the return department, if not, searching the return department according to the return relationship with the default attribute of no, if the return department is found, returning the return department, and if not, returning the non-matched return department.

Searching a return department through a return relation, firstly acquiring a return code of a return department, replacing 7-8 bits in the return code with codes of department line attributes in the return relation, and replacing 5-6 bits or 9-10 bits in the return code with 00 according to county return policy attributes of the return relation if the return department is in county branch company (5-6 bits or 9-10 bits are not 00). And finding out the organization department according to the newly generated homing codes, namely the homing department with the resolved homing relation.

In some scenes, the documents need to be found by a superior return department for approval during approval, and the market return department and the provincial return department can be found according to the corresponding return relationship, so that the requirements can be completed without additional configuration.

The electronic device of the present invention includes a Central Processing Unit (CPU) that can perform various appropriate actions and processes according to computer program instructions stored in a Read Only Memory (ROM) or computer program instructions loaded from a storage unit into a Random Access Memory (RAM). In the RAM, various programs and data required for the operation of the device can also be stored. The CPU, ROM and RAM are connected to each other by a bus. An input/output (I/O) interface is also connected to the bus.

A plurality of components in a device are connected to an I/O interface, comprising: an input unit such as a keyboard, a mouse, etc.; an output unit such as various types of displays, speakers, and the like; a storage unit such as a magnetic disk, an optical disk, or the like; and communication units such as network cards, modems, wireless communication transceivers, and the like. The communication unit allows the device to exchange information/data with other devices via a computer network, such as the internet, and/or various telecommunication networks.

The processing unit performs the respective methods and processes described above, for example, the methods S1 to S4. For example, in some embodiments, methods S1-S4 may be implemented as a computer software program tangibly embodied on a machine-readable medium, such as a storage unit. In some embodiments, part or all of the computer program may be loaded and/or installed onto the device via the ROM and/or the communication unit. When the computer program is loaded into RAM and executed by the CPU, one or more steps of the methods S1 to S4 described above may be performed. Alternatively, in other embodiments, the CPU may be configured to perform methods S1-S4 by any other suitable means (e.g., by means of firmware).

The functions described above herein may be performed, at least in part, by one or more hardware logic components. For example, without limitation, exemplary types of hardware logic components that may be used include: a Field Programmable Gate Array (FPGA), an Application Specific Integrated Circuit (ASIC), an Application Specific Standard Product (ASSP), a system on a chip (SOC), a load programmable logic device (CPLD), etc.

Program code for carrying out methods of the present invention may be written in any combination of one or more programming languages. These program code may be provided to a processor or controller of a general purpose computer, special purpose computer, or other programmable data processing apparatus such that the program code, when executed by the processor or controller, causes the functions/operations specified in the flowchart and/or block diagram to be implemented. The program code may execute entirely on the machine, partly on the machine, as a stand-alone software package, partly on the machine and partly on a remote machine or entirely on the remote machine or server.

In the context of the present invention, a machine-readable medium may be a tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device. The machine-readable medium may be a machine-readable signal medium or a machine-readable storage medium. The machine-readable medium may include, but is not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any suitable combination of the foregoing. More specific examples of a machine-readable storage medium would include an electrical connection based on one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing.

While the invention has been described with reference to certain preferred embodiments, it will be understood by those skilled in the art that various changes and substitutions of equivalents may be made and equivalents will be apparent to those skilled in the art without departing from the scope of the invention. Therefore, the protection scope of the invention is subject to the protection scope of the claims.

Claims

1. A service homing configuration method based on a self-defined routing strategy is characterized by comprising the following steps:

s3, storing a return relationship and a custom routing strategy;

2. The service homing configuration method based on the customized routing policy according to claim 1, wherein in the step S1, the service class and the organization are encoded, specifically:

3. The service homing configuration method based on the custom routing policy of claim 2, wherein the service class comprises hydropower fees, communication fees, training fees, tax fees, advertising fees, legal fees, software development fees; and/or

4. The service homing configuration method based on the custom routing policy according to claim 2, wherein the homing code length in the step S13 is 10 bits, 1-2 bits are provincial codes, 3-4 bits are city codes, 5-6 bits are county codes, 7-8 bits are department bar codes, and 9-10 bits are sequential codes.

5. The method for configuring service homing of claim 4, wherein the custom routing policy corresponding to the alternate homing scenario comprises: adding default attributes to the return relationships, and configuring two return relationships, wherein the default attribute of a first department is that the default attribute of a second department is that the default attribute of the first department is that the default attribute of the second department is that the second department is found for return management under the condition that the first department cannot be found, and the first department and the second department are two different departments in a department line; and/or

6. The method for configuring the service homing of claim 5, wherein said deploying homing relation and custom routing policy in step S3 comprises:

7. The method for configuring traffic homing based on the customized routing policy of claim 6, wherein the step S4 comprises:

8. The method for configuring the service homing of claim 7, wherein searching the homing department through the homing relation comprises:

9. An electronic device comprising a memory and a processor, the memory having stored thereon a computer program, characterized in that the processor, when executing the program, implements the method according to any of claims 1-8.

10. A computer readable storage medium, on which a computer program is stored, characterized in that the program, when being executed by a processor, implements the method according to any one of claims 1-8.