CN119151553A

CN119151553A - Data processing method and device for customer relationship management

Info

Publication number: CN119151553A
Application number: CN202411654569.XA
Authority: CN
Inventors: 宋鹏程; 俞瑞; 吴波; 陈剑波; 蔡峥; 谢梦
Original assignee: China Cicc Wealth Securities Co ltd
Current assignee: China Cicc Wealth Securities Co ltd
Priority date: 2024-11-19
Filing date: 2024-11-19
Publication date: 2024-12-17
Anticipated expiration: 2044-11-19
Also published as: CN119151553B

Abstract

The present application discloses a data processing method and device for customer relationship management. The method responds to a user's rule configuration operation, sends a rule configuration file indicated by the rule configuration operation to a server, so that the server determines multiple trigger rule pools and multiple processing rule pools according to the rule configuration file; responds to a user's scenario configuration operation, determines multiple business relationship scenarios; sends multiple business relationship scenarios to the server, so that the server determines the target customer relationship corresponding to the target customer according to the processing rule pool corresponding to the target business relationship scenario corresponding to the target customer. Since multiple business relationship scenarios representing the corresponding relationship between multiple trigger rule pools and multiple processing rule pools are configured, the target customer relationship can be determined according to the processing rule pool indicated by the target business relationship scenario corresponding to the target customer, without the need for manual judgment and manual configuration of the customer relationship, thereby reducing the cost of customer relationship management and improving the efficiency of customer relationship management.

Description

Data processing method and device for customer relationship management

Technical Field

The application relates to the technical field of information processing, in particular to a data processing method and device for client relationship management.

Background

Currently, enterprises need to record and manage personal information, corresponding business information and business personnel information of clients, so that the clients are conveniently acquired, followed, serviced and maintained. In the prior art, the customer relationship is manually configured and uploaded to the server by a service staff so as to be displayed on a customer relationship management system, but because the business and management requirements of enterprises often need to be flexibly adjusted, the operation difficulty of manually configuring the customer relationship is higher, the operation risk is higher, and the cost and the efficiency of customer relationship management are high. Therefore, how to reduce the cost of customer relationship management and improve the efficiency of customer relationship management becomes a technical problem to be further solved.

Disclosure of Invention

The application provides a data processing method and a data processing device for customer relationship management, which are used for solving the problems of high cost and low efficiency of customer relationship management, reducing the cost of customer relationship management and improving the efficiency of customer relationship management.

In a first aspect, an embodiment of the present application provides a data processing method for client relationship management, which is applied to a terminal device in a client relationship management system, where the client relationship management system includes the terminal device and a server, and the method includes:

Responding to a rule configuration operation of a user, sending a rule configuration file indicated by the rule configuration operation to the server so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, wherein the rule configuration operation comprises an input operation aiming at a rule configuration operation box in a first interface, a plurality of trigger rules in the plurality of trigger rule pools are used for classifying business relations of the client, and a plurality of processing rules in the plurality of processing rule pools are used for processing the business relations of the client;

receiving the plurality of trigger rule pools and the plurality of processing rule pools sent by the server;

determining a plurality of business relation scenes in response to scene configuration operation of the user, wherein the scene configuration operation comprises input operation aiming at a scene configuration operation box in a second interface, and the plurality of business relation scenes are used for representing corresponding relations between the plurality of trigger rule pools and the plurality of processing rule pools;

and sending the plurality of business relationship scenes to the server so that the server determines a target client relationship corresponding to the target client according to a processing rule pool corresponding to the target business relationship scene corresponding to the target client, wherein the target client relationship is used for representing the association relationship between the target client and corresponding target related personnel.

In a second aspect, an embodiment of the present application provides a data processing apparatus for client relationship management, which is applied to a terminal device in a client relationship management system, where the client relationship management system includes the terminal device and a server, and the apparatus includes:

The first processing unit is used for responding to the rule configuration operation of a user, sending a rule configuration file indicated by the rule configuration operation to the server so that the server can determine a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, wherein the rule configuration operation comprises input operation aiming at a rule configuration operation box in a first interface, a plurality of trigger rules in the plurality of trigger rule pools are used for classifying business relations of the client, and a plurality of processing rules in the plurality of processing rule pools are used for processing the business relations of the client;

The first receiving unit is used for receiving the plurality of trigger rule pools and the plurality of processing rule pools sent by the server;

The second processing unit is used for responding to the scene configuration operation of the user, determining a plurality of business relation scenes, wherein the scene configuration operation comprises input operation aiming at a scene configuration operation box in a second interface, the plurality of business relation scenes are used for representing the corresponding relations between the plurality of trigger rule pools and the plurality of processing rule pools, and sending the plurality of business relation scenes to the server so that the server determines a target client relation corresponding to a target client according to the processing rule pools corresponding to the target business relation scenes corresponding to the target client, and the target client relation is used for representing the association relation between the target client and corresponding target related personnel.

In a third aspect, an embodiment of the present application provides a terminal device comprising a processor, a memory, and one or more programs stored in the memory and configured to be executed by the processor, the programs comprising instructions for performing the steps in the method according to any of the first aspects.

In a fourth aspect, embodiments of the present application provide a computer-readable storage medium having stored thereon a computer program/instruction which, when executed by a processor, implements the steps of the method according to any of the first aspects.

In a fifth aspect, embodiments of the present application provide a computer program product comprising a computer program/instruction which, when executed by a processor, carries out part or all of the steps of a method according to any of the first aspects of the embodiments of the present application.

The method comprises the steps of receiving a plurality of trigger rule pools and a plurality of processing rule pools sent by a server, determining a plurality of business relationship scenes according to the scene configuration operation of the user, wherein the scene configuration operation comprises an input operation aiming at a scene configuration operation box in a second interface, and sending a plurality of business relationship scenes to the server so that the server determines a target client relationship corresponding to a target client according to a processing rule pool corresponding to the target business relationship scene corresponding to the target client, wherein the target client relationship is used for representing the target personnel associated with the target client. Because the terminal equipment is configured with a plurality of business relation scenes representing the corresponding relation between the plurality of trigger rule pools and the plurality of processing rule pools, the server can determine the target customer relation corresponding to the target customer according to the processing rule pools indicated by the target business relation scenes corresponding to the target customer, so that when the business and management requirements of an enterprise are adjusted, the customer relation meeting the latest requirements can be obtained only by reconfiguring the plurality of business relation scenes, the business personnel are not required to manually configure the customer relation according to the latest business and management requirements, the cost of customer relation management is reduced, and the efficiency of customer relation management is improved.

Drawings

In order to more clearly illustrate the embodiments of the application 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 application, 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 a customer relationship management system according to an embodiment of the present application;

fig. 2 is a schematic structural diagram of a terminal device in a customer relationship management system according to an embodiment of the present application;

FIG. 3 is a schematic diagram of a terminal device in another customer relationship management system according to an embodiment of the present application;

FIG. 4 is a schematic flow chart of a data processing method for client relationship management according to an embodiment of the present application;

FIG. 5 is a schematic view of a scenario of a data processing method for client relationship management according to an embodiment of the present application;

FIG. 6 is a schematic diagram of a scenario of another data processing method for client relationship management according to an embodiment of the present application;

FIG. 7 is a schematic view of a scenario of a data processing method for client relationship management according to an embodiment of the present application;

FIG. 8 is a functional block diagram of a data processing apparatus for client relationship management according to an embodiment of the present application;

FIG. 9 is a functional block diagram of another data processing apparatus for customer relationship management according to an embodiment of the present application;

Fig. 10 is a block diagram of a terminal device according to an embodiment of the present application.

Detailed Description

In order that those skilled in the art will better understand the present application, a technical solution in the embodiments of the present application will be clearly and completely described below with reference to the accompanying drawings in which it is apparent that the described embodiments are only some embodiments of the present application, not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the application without making any inventive effort, are intended to be within the scope of the application.

The terms first, second and the like in the description and in the claims and in the above-described figures are used for distinguishing between different objects and not necessarily for describing a sequential or chronological order. Furthermore, the terms "comprise" and "have," as well as any variations thereof, are intended to cover a non-exclusive inclusion. For example, a process, method, system, article, or apparatus that comprises a list of steps or elements is not limited to only those listed steps or elements but may include other steps or elements not listed or inherent to such process, method, article, or apparatus.

Reference herein to "an embodiment" means that a particular feature, structure, or characteristic described in connection with the embodiment may be included in at least one embodiment of the application. The appearances of such phrases in various places in the specification are not necessarily all referring to the same embodiment, nor are separate or alternative embodiments mutually exclusive of other embodiments. Those of skill in the art will explicitly and implicitly appreciate that the embodiments described herein may be combined with other embodiments.

In the embodiment of the application, "and/or" describes the association relation of the association objects, which means that three relations can exist. For example, A and/or B may represent three cases, A alone, A and B together, and B alone. Wherein A, B may be singular or plural.

In the embodiment of the present application, the symbol "/" may indicate that the associated object is an or relationship. In addition, the symbol "/" may also denote a divisor, i.e. performing a division operation. For example, A/B may represent A divided by B.

"At least one" or the like in the embodiments of the present application means any combination of these items, including any combination of single item(s) or plural items(s), meaning one or more, and plural means two or more. For example, at least one (one) of a, b or c may represent seven cases a, b, c, a and b, a and c, b and c, a, b and c. Wherein each of a, b, c may be an element or a set comprising one or more elements.

The 'equal' in the embodiment of the application can be used with the greater than the adopted technical scheme, can also be used with the lesser than the adopted technical scheme. When the combination is equal to or greater than the combination, the combination is not less than the combination, and when the combination is equal to or less than the combination, the combination is not greater than the combination.

In order to better understand the schemes of the embodiments of the present application, the following description will first describe terminal devices, related concepts and contexts that may be involved in the embodiments of the present application.

(1) The customer relationship management is Customer Relationship Management, called CRM for short, and is a process of coordinating the interaction between the enterprise and the customer in sales, marketing and service by utilizing corresponding information technology and Internet technology in order to improve the core competitiveness of the enterprise, thereby improving the management mode and providing innovative personalized customer interaction and service for the customer.

(2) The customer relation management system Customer relationship MANAGEMENT SYSTEM is called CRM system for short, and is an information system for collecting, managing, analyzing and utilizing customer information for enterprise by means of software, hardware and network technology.

In order to solve the above problems, the embodiments of the present application provide a data processing method and apparatus for customer relationship management, where a plurality of business relationship scenarios characterizing a correspondence between a plurality of trigger rule pools and a plurality of processing rule pools are configured by a terminal device, so that a server can update a customer relationship corresponding to each customer based on a processing rule indicated by a business relationship scenario corresponding to each customer, so that when a business and a management requirement of an enterprise are adjusted, a customer relationship meeting the latest requirement can be obtained only by reconfiguring a plurality of business relationship scenarios, and a business person does not need to manually configure the customer relationship according to the latest business and management requirement, thereby reducing cost of customer relationship management and improving efficiency of customer relationship management.

Referring to fig. 1, fig. 1 is a schematic structural diagram of a client relationship management system according to an embodiment of the present application. As shown in fig. 1, the client relationship management system 100 includes a server 110 and a terminal device 120, where the server 110 and the terminal device 120 are communicatively connected, and the server 110 may be one server or a server group formed by a plurality of servers. The terminal device 120 may be a mobile phone, a tablet computer, etc.

The terminal device 120 specifically refers to an operation terminal used by a manager.

In daily use of the client relationship management system 100, the terminal device 120 responds to a rule configuration operation of a user, sends a rule configuration file indicated by the rule configuration operation to the server, so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, the rule configuration operation comprises input operation of a rule configuration operation box in a first interface, the plurality of trigger rules in the plurality of trigger rule pools are used for classifying business relationships of clients, the plurality of processing rules in the plurality of processing rule pools are used for processing business relationships of the clients, receives the plurality of trigger rule pools and the plurality of processing rule pools sent by the server, responds to the scene configuration operation of the user, determines a plurality of business relationship scenes, the scene configuration operation comprises input operation of a scene configuration operation box in a second interface, the plurality of business relationship scenes are used for representing corresponding relationships between the plurality of trigger rule pools and the plurality of processing rule pools, and sends the plurality of business relationship scenes to the server, so that the server determines a target client relationship corresponding to the target client according to the processing rule pools corresponding to the target business relationship scenes, and the target client relationship corresponding to the target client is used for representing the target client relationship corresponding to target personnel associated with the target personnel.

Referring to fig. 2, fig. 2 is a schematic structural diagram of a terminal device in a client relationship management system according to an embodiment of the present application. As shown in fig. 2, the terminal device 120 includes a rule configuration module 210 and a scene configuration module 220, where the rule configuration module 210 is communicatively connected to the scene configuration module 220, the rule configuration module 210 is communicatively connected to the server 110, and the scene configuration module 220 is communicatively connected to the server 110.

The rule configuration module is used for responding to rule configuration operation of a user, sending a rule configuration file indicated by the rule configuration operation to the server, so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, the rule configuration operation comprises input operation aiming at a rule configuration operation box in a first interface, the plurality of trigger rules in the plurality of trigger rule pools are used for classifying business relations of the client, and the plurality of processing rules in the plurality of processing rule pools are used for processing the business relations of the client.

The scene configuration module is used for receiving the trigger rule pools and the processing rule pools sent by the server, responding to scene configuration operation of the user, determining a plurality of business relationship scenes, wherein the scene configuration operation comprises input operation aiming at a scene configuration operation box in a second interface, the business relationship scenes are used for representing corresponding relations between the trigger rule pools and the processing rule pools, and sending the business relationship scenes to the server so that the server determines a target client relation corresponding to a target client according to the processing rule pools corresponding to the target business relationship scenes corresponding to the target client, and the target client relation is used for representing the association relation between the target client and corresponding target related personnel.

Referring to fig. 3, fig. 3 is a schematic structural diagram of a terminal device in another customer relationship management system according to an embodiment of the present application. As shown in fig. 3, the terminal device 120 includes a processor 310 and a memory 320, the processor 310 being communicatively coupled to the memory 320. Wherein the memory 320 has one or more programs stored therein and configured to be executed by the processor 310. The method comprises the steps of responding to rule configuration operation of a user, sending a rule configuration file indicated by the rule configuration operation to a server, enabling the server to determine a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, enabling the rule configuration operation to comprise input operation of a rule configuration operation box in a first interface, enabling the plurality of trigger rules in the plurality of trigger rule pools to be used for classifying business relations of clients, enabling the plurality of processing rules in the plurality of processing rule pools to be used for processing business relations of the clients, receiving the plurality of trigger rule pools and the plurality of processing rule pools sent by the server, responding to scene configuration operation of the user, determining a plurality of business relation scenes, wherein the scene configuration operation comprises input operation of a scene configuration operation box in a second interface, enabling the plurality of business relation scenes to be used for representing corresponding relations between the plurality of trigger rule pools and the plurality of processing rule pools, and enabling the server to determine target client relations corresponding to the target clients according to the processing rule pools corresponding to target business relation scenes, enabling the server to be used for representing target client relations corresponding to target clients, and enabling the target client relations to be used for representing target client relations corresponding to target personnel.

The following describes a data processing method for client relationship management provided by the embodiment of the application.

Referring to fig. 4, fig. 4 is a flow chart of a data processing method for client relationship management according to an embodiment of the present application, which is applied to a terminal device 120 in a client relationship management system 100 shown in fig. 1, where the client relationship management system 100 includes a server 110 and the terminal device 120, and the server 110 is communicatively connected to the terminal device 120, and as shown in fig. 4, the method includes the following steps:

And step S401, responding to the rule configuration operation of a user, and sending a rule configuration file indicated by the rule configuration operation to the server so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file.

The rule configuration operation comprises an input operation aiming at a rule configuration operation box in a first interface, a plurality of trigger rules in the trigger rule pools are used for classifying business relations of clients, and a plurality of processing rules in the processing rule pools are used for processing the business relations of the clients.

The method comprises the steps of responding to the uploading operation of a user on a rule configuration operation frame, displaying a first determination button in the rule configuration operation frame, uploading the rule configuration file, acquiring the first determination operation of the user on the rule configuration file by the first determination button, and responding to the first determination operation, and sending the rule configuration file to the server.

Referring to fig. 5, fig. 5 is a schematic view of a scenario of a data processing method for client relationship management according to an embodiment of the present application. As shown in fig. 5, the terminal device displays a first interface 500, the first interface 500 includes a rule configuration operation box 510, and when the user performs the upload operation with respect to the rule configuration operation box, a first determination button 511 is displayed in the rule configuration operation box 510.

In one possible embodiment, the rule configuration file comprises sample customer information of a plurality of sample customers and sample customer relations of sample personnel corresponding to each sample customer in the plurality of sample customers, the sample customer relations are used for indicating association relations between the corresponding sample customers and related personnel in each relation hierarchy in the corresponding at least one relation hierarchy, the rule configuration file indicated by the rule configuration operation is sent to the server in response to the rule configuration operation of the user, so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, the rule configuration file indicated by the rule configuration operation is sent to the server, so that the server performs the operations of receiving the rule configuration file, determining a plurality of atomic levels corresponding to each trigger dimension according to the sample customer information of each sample customer and the corresponding sample personnel information of the corresponding at least one sample customer, determining a plurality of customer rule pools corresponding to each trigger dimension in the at least one trigger dimension according to the rule configuration operation of the at least one trigger dimension, processing the plurality of customer rule pools corresponding to each trigger rule of the at least one customer rule, the processing pools at least one rule pools corresponding to each trigger rule of the at least one customer is processed according to the at least one trigger rule, the at least one customer rule pools corresponding to each trigger rule is determined according to the at least one sample customer information of the sample customer of the sample customers, the at least one processing rule corresponds to the at least one relationship hierarchy corresponding to each sample client one-to-one.

The sample client information of each sample client comprises a sample client type and a sample channel type, and the sample personnel information of the corresponding sample personnel of each sample client comprises a sample personnel type and a sample personnel qualification.

Wherein the at least one relationship hierarchy includes a first relationship hierarchy, a second relationship hierarchy, and a third relationship hierarchy.

The sample client relationship may specifically include a first hierarchical relationship between a corresponding sample client and a first level of related personnel in a corresponding first relationship hierarchy, a second hierarchical relationship between a corresponding second level of related personnel and a third level of related personnel in a corresponding third relationship hierarchy, where the first hierarchical relationship is used to indicate a proportion of division of business transacted by the client and a date of validation of the hierarchical relationship between the first level of related personnel and the first level of related personnel, the second hierarchical relationship is used to indicate a proportion of division of business transacted by the second level of related personnel and a date of validation of the hierarchical relationship between the second level of related personnel and the first level of related personnel and the third level of related personnel. For example, sample client information of sample client X in the rule configuration file comprises sample client type, individual client, sample channel type, sample personnel information of corresponding sample personnel a (particularly, the personnel for transacting business for sample client X) comprises sample personnel type, first-level business personnel qualification, general securities, first-level relation corresponding to sample client X, first-level related personnel A, dividing into proportion of 0.1, effective date, second-level relation corresponding to customer X, second-level related personnel B, dividing into proportion of 0.2, effective date, and third-level relation corresponding to customer X, third-level related personnel a, dividing into proportion of 0.7, effective date.

Wherein the at least one trigger dimension includes a customer type dimension, a channel type dimension, a person type dimension, and a person qualification dimension.

The server determines a plurality of atomic level elements corresponding to each trigger dimension in at least one trigger dimension according to the sample client information of each sample client and the corresponding sample personnel information, and specifically may divide the sample client information of each sample client and the corresponding sample personnel information into atomic level elements by rule classification, so as to obtain the atomic level elements, wherein the client type atomic level elements correspond to the client type dimension, the channel type atomic level elements correspond to the channel type dimension, the personnel type atomic level elements correspond to the personnel type dimension, and the personnel qualification atomic level elements correspond to the personnel qualification dimension. The plurality of atomic scale factors determined from, for example, sample customer information of sample customer X and sample personnel information of corresponding sample personnel a include individual customers, off-line primary service personnel, general securities practicability.

The server determines a trigger rule pool corresponding to each sample client according to a plurality of atomic level elements corresponding to each trigger dimension in the at least one trigger dimension, and obtains the trigger rule pools, for example, at least one trigger rule in the trigger rule pool corresponding to the sample client X comprises a first trigger rule corresponding to a client type dimension, namely a personal client, a second trigger rule corresponding to a channel type dimension, namely off-line, a third trigger rule corresponding to a personnel type dimension, namely a first class salesman, and a fourth trigger rule corresponding to a personnel qualification dimension, namely general securities practice qualification.

The processing rule pool corresponding to each sample client is determined according to the sample client relationship corresponding to each sample client, and at least one processing rule in the processing rule pools corresponding to the sample client X is obtained, wherein the processing rule pool comprises a first hierarchical relationship, namely a client X, a first-level related person A, a division ratio, namely 0.1, and a valid date, namely a date of opening an account; the second level relation is that the customer is X, the second level related personnel is B, the proportion is 0.2, the effective date is the day of opening an account, the third level relation is that the customer is X, the third level related personnel is a, the proportion is 0.7, and the effective date is the day of opening an account.

In this example, the terminal device sends the rule configuration file uploaded by the user to the server, and then receives the multiple trigger rule pools and the multiple processing rule pools sent by the server, so as to configure multiple business relationship scenes representing the corresponding relationship between the multiple trigger rule pools and the multiple processing rule pools, so that the server can determine the target client relationship corresponding to the target client according to the processing rule pools indicated by the target business relationship scenes corresponding to the target client, when the business and management requirements of the enterprise are adjusted, the client relationship meeting the latest requirements can be obtained only by reconfiguring the multiple business relationship scenes, and the business personnel do not need to manually judge according to the latest business and management requirements to manually configure the client relationship, thereby reducing the cost of client relationship management and improving the efficiency of client relationship management.

Step S402, receiving the plurality of trigger rule pools and the plurality of processing rule pools sent by the server.

And after receiving the trigger rule pools and the processing rule pools, the terminal equipment displays a second interface.

Step S403, determining a plurality of service relationship scenes in response to the scene configuration operation of the user.

The scene configuration operation comprises an input operation aiming at a scene configuration operation box in a second interface, and the plurality of business relation scenes are used for representing the corresponding relation between the plurality of trigger rule pools and the plurality of processing rule pools.

In one possible embodiment, the scene configuration operation box comprises a plurality of scene name input boxes, a plurality of trigger rule pool configuration boxes and a plurality of processing rule pool configuration boxes, wherein the plurality of scene name input boxes are in one-to-one correspondence with the plurality of trigger rule pool configuration boxes, the plurality of scene name input boxes are in one-to-one correspondence with the plurality of processing rule pool configuration boxes, the determining of a plurality of business relationship scenes in response to the scene configuration operation of the user comprises determining a plurality of business relationship scene names in response to the input operation of the user on the plurality of scene name input boxes, determining a trigger rule pool corresponding to the plurality of business relationship scene names in response to the input operation of the user on the plurality of trigger rule pool configuration boxes, determining a processing rule pool corresponding to the plurality of business relationship scene names in response to the input operation of the user on the plurality of processing rule pool configuration boxes, and determining the plurality of business relationship scenes according to the trigger rule pool and the processing rule pool corresponding to the plurality of business relationship scene names.

Referring to fig. 6, fig. 6 is a schematic view of a scenario of another data processing method for client relationship management according to an embodiment of the present application. As shown in fig. 6, the terminal device displays a second interface 600, where the second interface 600 includes the rule configuration operation box 510 and the scene configuration operation box 610, and the rule configuration operation box 510 displays a first determination button 511, and the scene configuration operation box 610 includes a plurality of scene name input boxes 611, a plurality of trigger rule pool configuration boxes 612 and a plurality of processing rule pool configuration boxes 613, a plurality of scene confirmation buttons 614, and an add scene button 615. The plurality of scene name input boxes 611 are respectively corresponding to the plurality of trigger rule pool configuration boxes 612, the plurality of processing rule pool configuration boxes 613 and the plurality of scene confirmation buttons 614 one by one, and specifically may be that the scene name input boxes in each row correspond to one trigger rule pool configuration box, one processing rule trigger pool configuration box and one scene confirmation button. The multiple scene name input boxes 611 are configured to obtain multiple business relationship scene names, and when any one of the multiple trigger rule pool configuration boxes 612 detects a click operation of a user, a first drop-down form is displayed, where the first drop-down form displays the multiple trigger rule pools for the user to select from, and the trigger rule pool selected by the user is displayed in the trigger rule pool configuration box. When any one of the processing rule pool configuration boxes 613 detects a clicking operation of the user, a second drop-down form is displayed, where the second drop-down form displays the processing rule pools for the user to select from the processing rule pools, and the processing rule pool selected by the user is displayed in the processing rule pool configuration box. Each of the plurality of scene confirmation buttons 614 is configured to obtain a second determining operation of the trigger rule pool and the processing rule pool corresponding to the corresponding business relationship scene by the user. The new scene button 615 is used to obtain a new scene operation of the user, and specifically may be that when the user clicks the new scene button 615 once, a scene name input box, a trigger rule pool configuration box, a processing rule trigger pool configuration box and a scene confirmation button are newly added in the scene configuration operation box 610, which correspond to the newly added scene name input box.

The determining the plurality of business relationship scenes according to the plurality of business relationship scene names and the triggering rule pool and the processing rule pool corresponding to the plurality of business relationship scene names may specifically be that the corresponding business relationship scene names and the corresponding triggering rule pool and the corresponding processing rule pool are bound according to a second determining operation acquired by each of the plurality of scene confirmation buttons, so as to obtain the plurality of business relationship scenes.

In this example, the plurality of business relationship scenes are configured through the plurality of scene name input frames, the plurality of trigger rule pool configuration frames and the plurality of processing rule pool configuration frames in the second interface of the terminal device, so that the server can determine the target client relationship corresponding to the target client according to the processing rule pool indicated by the target business relationship scene corresponding to the target client, when the business and management requirements of the enterprise are adjusted, the client relationship meeting the latest requirements can be obtained only by reconfiguring the plurality of business relationship scenes, and the business personnel do not need to manually configure the client relationship according to the latest business and management requirements, thereby reducing the cost of client relationship management and improving the efficiency of client relationship management.

Step S404, the plurality of business relation scenes are sent to the server, so that the server determines the target client relation corresponding to the target client according to the processing rule pool corresponding to the target business relation scene corresponding to the target client.

The target client relationship is used for representing the association relationship between the target client and the corresponding target related personnel.

In one possible embodiment, the sending the multiple business relationship scenes to the server to enable the server to determine the target client relationship corresponding to the target client according to the processing rule pool corresponding to the target business relationship scene corresponding to the target client comprises the steps of sending the multiple business relationship scenes to the server to enable the server to execute the following operation of obtaining target client information of the target client and target personnel information of target personnel corresponding to the target client, determining a target business relationship scene according to the target client information, the target personnel information and the multiple business relationship scenes, wherein the target business relationship scene is used for representing the business relationship scene corresponding to the target client, determining a target client relationship according to the target client information, the target personnel information and the target business relationship scene, and updating a client relationship storage table according to the target client relationship to enable the target client relationship to be stored in the client relationship storage table, and the client relationship storage table is used for storing association relations between all clients and all personnel.

The service terminal responds to information input operation of service personnel, determines initial customer information of a target customer and initial personnel information of target personnel corresponding to the target customer, and sends the initial customer information and the initial personnel information to the server. The service terminal is in communication connection with the server, and the service terminal specifically refers to an operation terminal used by service personnel.

The method comprises the steps of receiving initial customer information and initial personnel information sent by a service terminal, carrying out information cleaning on the initial customer information to obtain first customer information, screening customer membership branches, customer types, customer states, customer assets, customer service labels, customer drainage channel information and customer account opening recommender information in the initial customer information to obtain the first customer information, carrying out information cleaning on the initial personnel information to obtain first personnel information, screening personnel mobile phone numbers, personnel qualification, personnel types and personnel belongings in the initial personnel information to obtain the first personnel information, carrying out data detection, data restoration and data filling on the first customer information and the first personnel information to obtain second customer information and second personnel information, and carrying out information format and data type unified processing on the second customer information and the second personnel information to obtain the target customer information and the target personnel information.

In this example, a plurality of business relation scenes representing the corresponding relation between a plurality of trigger rule pools and a plurality of processing rule pools are configured through the terminal device, so that the server can determine the target client relation corresponding to the target client according to the processing rule pools indicated by the target business relation scenes corresponding to the target client, when the business and management requirements of an enterprise are adjusted, the client relation meeting the latest requirements can be obtained only by reconfiguring the plurality of business relation scenes, and the business personnel are not required to manually configure the client relation according to the latest business and management requirements, so that the cost of client relation management is reduced, and the efficiency of client relation management is improved.

In one possible embodiment, the target business relation scene is obtained by the server executing the following operation of determining target trigger rules corresponding to the target client information and the target personnel information, wherein the target trigger rules are trigger rules in a plurality of trigger rule pools corresponding to the business relation scenes hit by the target client information and the target personnel information, and determining the target business relation scene according to the target trigger rules.

The determining, by the server, a target trigger rule corresponding to the target client information and the target personnel information may specifically be determining a trigger rule in which the target client information and the target personnel information hit in each trigger dimension, so as to obtain the target trigger rule.

Referring to fig. 7, fig. 7 is a schematic diagram of a scenario of another data processing method for client relationship management according to an embodiment of the present application. As shown in FIG. 7, the atomic level elements in the customer type dimension include individual customers, institutional customers, and product customers, the atomic level elements in the channel type dimension include offline, corporate app, corporate web page, corporate community, the atomic level elements in the personnel type dimension include tertiary salesmen, secondary salesmen, primary salesmen, and zero-order salesmen, and the atomic level elements in the personnel qualification dimension include general securities practicalities, fund practicalities, securities investment consultancy, futures practicalities. When the target client is determined to be the client A in the client A, the client B, the client C and the client D, the acquired target client information of the client A comprises a client type of personal client, a channel type of company app, and corresponding target personnel information comprises a personnel type of first-class service personnel and personnel qualification of fund practitioner qualification. The target client information of the client A and the corresponding target personnel information hit a first trigger rule, namely a personal client, hit a second trigger rule, namely a company app, hit a third trigger rule, namely a first class business person, hit a fourth trigger rule, namely a fund practitioner, hit a personnel qualification, hit a third trigger rule, namely a fourth trigger rule, in the personnel qualification dimension, in the client type dimension, so that the target trigger rule corresponding to the target client information of the client A and the corresponding target personnel information comprises the first trigger rule, namely the personal client, the second trigger rule, namely the company app, the third trigger rule, namely the first class business person and the fourth trigger rule, namely the fund practitioner. The plurality of business relation scenes comprise a first business relation scene, a second business relation scene, a third business relation scene and a fourth business relation scene, and at least one trigger rule in the trigger rule pool corresponding to the third business relation scene comprises a first trigger rule, a second trigger rule, a company app, a third trigger rule, a first class salesman and a fourth trigger rule, wherein the first trigger rule is a personal client, the third trigger rule is a company app, and the fourth trigger rule is a fund practitioner. Therefore, the target business relation scene determined according to the target client information of the client A and the target trigger rule corresponding to the corresponding target personnel information is the third business relation scene.

In this example, a plurality of business relation scenes representing the corresponding relation between a plurality of trigger rule pools and a plurality of processing rule pools are configured through the terminal device, so that the server can determine the corresponding target business relation scene from the plurality of business relation scenes according to the target trigger rules corresponding to the target customer information and the target personnel information, and accordingly determine the target customer relation corresponding to the target customer according to the processing rule pools indicated by the target business relation scenes.

In one possible embodiment, the target business relation scene is obtained by the server according to the target trigger rule by determining at least one business relation scene corresponding to the target client according to the target trigger rule, and determining a relation scene with the highest scene priority corresponding to the at least one business relation scene as the target business relation scene.

Wherein at least one trigger rule in the trigger rule pool corresponding to each business relationship scene in the at least one business relationship scene comprises the target trigger rule.

Wherein, the scene priority corresponding to each business relation scene in the at least one business relation scene is preconfigured.

In this example, a plurality of business relation scenes representing the corresponding relation between a plurality of trigger rule pools and a plurality of processing rule pools are configured through the terminal device, so that the server can determine at least one corresponding business relation scene from the plurality of business relation scenes according to the target trigger rules corresponding to the target client information and the target personnel information, and then determine the target business relation scene from the at least one business relation scene, thereby determining the target client relation corresponding to the target client according to the processing rule pools indicated by the target business relation scene, when the business and the management requirements of an enterprise are adjusted, the client relation meeting the latest requirements can be obtained only by reconfiguring the plurality of business relation scenes, manual configuration of the client relation is not required by business personnel according to the latest business and management requirements, the cost of client relation management is reduced, and the efficiency of client relation management is improved.

In one possible embodiment, the target client relationship is obtained by the server executing the following operations that at least one target relationship processing logic is determined according to a target processing rule pool, wherein the target processing rule pool is a processing rule pool corresponding to the target business relationship scene, at least one target processing rule in the target processing rule pool corresponds to the at least one target relationship processing logic one by one, a target relationship processing flow is generated according to the at least one target relationship processing logic and the target client information, and the target relationship processing flow is executed to obtain the target client relationship.

The at least one target processing rule corresponds to at least one target relation level one by one, and the at least one target relation level is at least one relation level corresponding to the target client in the target business relation scene.

The server further performs the following operation of generating at least one under-hanging flow according to the at least one target relation processing logic and the target client information before generating the target relation processing flow according to the at least one target relation processing logic and the target client information, wherein the at least one under-hanging flow corresponds to the at least one relation level one by one, and executing the at least one under-hanging flow so as to enable each target relation level in the at least one target relation level to associate corresponding related personnel. Specifically, the first relation hierarchy of the client A is associated with the first-level related person Q, the second relation hierarchy is associated with the second-level related person W, the third relation hierarchy is associated with the third-level related person Y, and the first-level related person Q, the second-level related person W and the third-level related person Y can be public account numbers with different authorities and can all view the client relation of the client A.

Before the server executes the target relation processing flow to obtain the target customer relation, the server further executes the following operations that S1 is conducted to the business terminal equipment to enable the business terminal to receive approval operation of business personnel aiming at the target relation processing flow, approval results are determined, the approval results are passed or not passed and the reasons for not passing are determined, S2 is conducted to receive the approval results sent by the business terminal equipment, S3 is conducted to update the target relation processing flow according to the approval results when the approval results are not passed, S1-S2 is conducted repeatedly until the approval results are passed, and when the approval results are passed, the target relation processing flow is conducted to obtain the target customer relation.

In this example, a plurality of business relationship scenes representing the corresponding relationship between a plurality of trigger rule pools and a plurality of processing rule pools are configured through the terminal device, so that the server can generate a target relationship processing flow according to the processing rule pools indicated by the target business relationship scenes, and accordingly, a target client relationship corresponding to a target client is determined according to the target relationship processing flow, when the business and management requirements of an enterprise are adjusted, the client relationship meeting the latest requirements can be obtained only by reconfiguring the plurality of business relationship scenes, and a business person does not need to manually configure the client relationship according to the latest business and management requirements, so that the cost of client relationship management is reduced, and the efficiency of client relationship management is improved.

The foregoing description of the embodiments of the present application has been presented primarily in terms of a method-side implementation. It will be appreciated that the controller, in order to achieve the above-described functions, includes corresponding hardware structures and/or software modules that perform the respective functions. Those of skill in the art will readily appreciate that the various illustrative elements and algorithm steps described in connection with the embodiments disclosed herein may be implemented as hardware or combinations of hardware and computer software. Whether a function is implemented as hardware or computer software driven hardware depends upon the particular application and design constraints imposed on the solution. Skilled artisans may implement the described functionality in varying ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present application.

In keeping with the above-described embodiments, fig. 8 is a block diagram of functional units of a data processing apparatus for client relationship management provided in the embodiment of the present application, where as shown in fig. 8, the data processing apparatus 800 for client relationship management includes a first processing unit 801 configured to send a rule configuration file indicated by a rule configuration operation to a server in response to the rule configuration operation of a user, so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, the rule configuration operation includes an input operation for a rule configuration operation box in a first interface, a plurality of trigger rules in the plurality of trigger rule pools are used for classifying a client, and a plurality of processing rules in the plurality of processing rule pools are used for performing a service relationship process for the client, a second processing unit 803 configured to determine a plurality of service relationship scenes corresponding to the rule configuration of the user, the rule configuration operation in the second interface includes a plurality of trigger rule pools corresponding to the user, a plurality of trigger rule pools corresponding to the service context of the user, a first receiving unit 802 configured to receive the rule configuration operation sent by the server, and a scene configuration operation of the rule configuration operation of the user is used for determining a scene configuration operation of the user, the trigger rule pool corresponding to the service relationship between the client and the target rule pool is determined according to the service context, the target client relationship is used for representing the association relationship between the target client and the corresponding target related personnel.

In one possible embodiment, the rule configuration file comprises sample customer information of a plurality of sample customers and sample customer relations of sample personnel corresponding to each sample customer in the plurality of sample customers, the sample customer relations are used for indicating the association relation between the corresponding sample customers and related personnel in each relation hierarchy in at least one corresponding relation hierarchy, the rule configuration file indicated by the rule configuration operation is sent to the server in response to the rule configuration operation of the user, so that the server determines a plurality of trigger rule pools and a plurality of processing rule pools according to the rule configuration file, the first processing unit 801 is specifically used for responding to the rule configuration operation of the user, sending the rule configuration file indicated by the rule configuration operation to the server, so that the server performs the following operations, namely, receiving the rule configuration file, determining a plurality of atomic level elements corresponding to each trigger dimension according to the sample customer information of each sample customer and the corresponding sample customer, determining a plurality of trigger rule pools corresponding to each trigger dimension according to the at least one atomic level of the at least one customer, determining a plurality of trigger rule pools corresponding to each trigger dimension according to the at least one customer, processing the at least one trigger rule pools corresponding to each trigger rule of the customer, and obtaining at least one trigger rule pool corresponding to each trigger rule corresponding to each trigger, each processing rule pool of the plurality of processing rule pools includes at least one processing rule that corresponds one-to-one with at least one relationship level corresponding to each sample client.

In one possible embodiment, the scene configuration operation box comprises a plurality of scene name input boxes, a plurality of trigger rule pool configuration boxes and a plurality of processing rule pool configuration boxes, wherein the plurality of scene name input boxes are in one-to-one correspondence with the plurality of trigger rule pool configuration boxes, the plurality of scene name input boxes are in one-to-one correspondence with the plurality of processing rule pool configuration boxes, in response to the scene configuration operation of the user, a plurality of business relationship scene aspects are determined, the second processing unit 803 is specifically configured to determine a plurality of business relationship scene names in response to the input operation of the user on the plurality of scene name input boxes, determine a trigger rule pool corresponding to the plurality of business relationship scene names in response to the input operation of the user on the plurality of trigger rule pool configuration boxes, determine a processing rule pool corresponding to the plurality of business relationship scene names in response to the input operation of the user on the plurality of processing rule pool configuration boxes, and determine the business relationship scene names according to the plurality of business relationship scene names and the trigger rule pool corresponding to the plurality of business relationship scene names.

In one possible embodiment, in the aspect of sending the plurality of business relationship scenes to the server to enable the server to determine a target customer relationship corresponding to the target customer according to a processing rule set corresponding to the target business relationship scene corresponding to the target customer, the second processing unit 803 is specifically configured to send the plurality of business relationship scenes to the server to enable the server to perform the following operation, namely, obtaining target customer information of the target customer and target personnel information of target personnel corresponding to the target customer, determining a target business relationship scene according to the target customer information, the target personnel information and the plurality of business relationship scenes, wherein the target business relationship scene is used for representing the business relationship scene corresponding to the target customer, determining a target customer relationship according to the target customer information, the target personnel information and the target business relationship scene, and updating a customer relationship storage table according to the target customer relationship so as to enable the target customer relationship to be stored in the customer relationship storage table, wherein the customer relationship storage table is used for storing association relationships between all customers and all personnel.

It can be understood that, since the method embodiment and the apparatus embodiment are different presentation forms of the same technical concept, the content of the method embodiment portion in the present application should be synchronously adapted to the apparatus embodiment portion, which is not described herein.

In the case of using integrated units, as shown in fig. 9, fig. 9 is a block diagram of functional units of another data processing apparatus for customer relationship management according to an embodiment of the present application. In fig. 9, the client relationship management oriented data processing apparatus 800 includes a processing module 912 and a communication module 911. The processing module 912 is configured to control and manage the actions of the data processing apparatus 800 for client-oriented management, for example, performing the steps of the first processing unit 801, the first receiving unit 802, and the second processing unit 803, and/or for performing other processes of the techniques described herein. The communication module 911 is used to support interactions between a client relationship management oriented data processing apparatus 800 and other devices. As shown in fig. 9, the data processing apparatus 800 for client relationship management may further include a storage module 913, where the storage module 913 is configured to store program code and data of the data processing apparatus 800 for client relationship management.

The processing module 912 may be a Processor or controller, such as a central processing unit (Central Processing Unit, CPU), a general purpose Processor, a digital signal Processor (DIGITAL SIGNAL Processor, DSP), an ASIC, FPGA or other programmable logic device, transistor logic device, hardware components, or any combination thereof. Which may implement or perform the various exemplary logic blocks, modules and circuits described in connection with this disclosure. The processor may also be a combination that performs the function of a computation, e.g., a combination comprising one or more microprocessors, a combination of a DSP and a microprocessor, and the like. The communication module 911 may be a transceiver, an RF circuit, a communication interface, or the like. The storage module 913 may be a memory.

All relevant contents of each scenario related to the above method embodiment may be cited to the functional description of the corresponding functional module, which is not described herein. The data processing apparatus 800 for client relationship management may perform the data processing method for client relationship management shown in fig. 4.

The above embodiments may be implemented in whole or in part by software, hardware, firmware, or any other combination. When implemented in software, the above-described embodiments may be implemented in whole or in part in the form of a computer program product. The computer program product comprises one or more computer instructions or computer programs. When the computer instructions or computer program are loaded or executed on a computer, the processes or functions described in accordance with embodiments of the present application are produced in whole or in part. The computer may be a general purpose computer, a special purpose computer, a computer network, or other programmable apparatus. The computer instructions may be stored in a computer-readable storage medium or transmitted from one computer-readable storage medium to another computer-readable storage medium, for example, the computer instructions may be transmitted from one website site, computer, server, or data center to another website site, computer, server, or data center by wired or wireless means. The computer readable storage medium may be any available medium that can be accessed by a computer or a data storage device such as a server, data center, etc. that contains one or more sets of available media. The usable medium may be a magnetic medium (e.g., floppy disk, hard disk, magnetic tape), an optical medium (e.g., DVD), or a semiconductor medium. The semiconductor medium may be a solid state disk.

Fig. 10 is a block diagram of a terminal device according to an embodiment of the present application. As shown in fig. 10, the terminal device 120 may include one or more processors 310, a memory 320 coupled to the processor 310, wherein the memory 320 may store one or more computer programs 321, and the one or more computer programs 321 may be configured to implement methods as described in the embodiments above when executed by the one or more processors 310.

Processor 310 may include one or more processing cores. The processor 310 connects various parts within the overall terminal device 120 using various interfaces and lines, performs various functions of the terminal device 120 and processes data by executing or executing instructions, programs, code sets, or instruction sets stored in the memory 320, and invoking data stored in the memory 320. Alternatively, the processor 310 may be implemented in at least one hardware form of digital signal Processing (DIGITAL SIGNAL Processing, DSP), field-Programmable gate array (Field-Programmable GATE ARRAY, FPGA), programmable logic array (Programmable Logic Array, PLA). The processor 310 may integrate one or a combination of several of a central processing unit (Central Processing Unit, CPU), an image processor (Graphics Processing Unit, GPU), and a modem, etc. The CPU mainly processes an operating system, a user interface, an application program and the like, the GPU is used for rendering and drawing display contents, and the modem is used for processing wireless communication. It will be appreciated that the modem may not be integrated into the processor 310 and may be implemented solely by a single communication chip.

The Memory 320 may include a random access Memory (Random Access Memory, RAM) or a Read-Only Memory (ROM). Memory 320 may be used to store instructions, programs, code sets, or instruction sets. The memory 320 may include a stored program area and a stored data area, wherein the stored program area may store instructions for implementing an operating system, instructions for implementing at least one function (such as a touch function, a sound playing function, an image playing function, etc.), instructions for implementing the various method embodiments described above, and the like. The storage data area may also store data created by the terminal device 120 in use, etc.

It will be appreciated that the terminal device 120 may include more or fewer structural elements than those shown in the above-described block diagrams, and is not limited in this regard. Embodiments of the present application provide a computer readable storage medium having stored thereon a computer program/instructions which when executed by a processor realizes the steps of the method of any of the possible embodiments.

It should be understood that, in various embodiments of the present application, the sequence numbers of the foregoing processes do not mean the order of execution, and the order of execution of the processes should be determined by the functions and internal logic thereof, and should not constitute any limitation on the implementation process of the embodiments of the present application.

In the several embodiments provided in the present application, it should be understood that the disclosed method, apparatus and system may be implemented in other manners. For example, the above-described apparatus embodiments are merely illustrative, for example, the division of the units is merely a logical function division, and there may be additional divisions in actual implementation, for example, multiple units or components may be combined or integrated into another system, or some features may be omitted, or not performed. Alternatively, the coupling or direct coupling or communication connection shown or discussed with each other may be an indirect coupling or communication connection via some interfaces, devices or units, which may be in electrical, mechanical or other form.

The units described as separate units may or may not be physically separate, and units shown as units may or may not be physical units, may be located in one place, or may be distributed over a plurality of network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.

In addition, each functional unit in the embodiments of the present invention may be integrated in one processing unit, or each unit may be physically included separately, or two or more units may be integrated in one unit. The integrated units may be implemented in hardware or in hardware plus software functional units.

The integrated units implemented in the form of software functional units described above may be stored in a computer readable storage medium. The software functional unit is stored in a storage medium, and includes several instructions for causing a computer device (which may be a personal computer, a server, or a network device, etc.) to perform part of the steps of the method according to the embodiments of the present invention. The storage medium includes a USB flash disk, a removable hard disk, a magnetic disk, an optical disk, a volatile memory or a nonvolatile memory. The nonvolatile memory may be a read-only memory (ROM), a Programmable ROM (PROM), an erasable programmable ROM (erasable PROM), an electrically erasable programmable EPROM (EEPROM), or a flash memory. The volatile memory may be random access memory (random access memory, RAM) which acts as external cache memory. By way of example, and not limitation, many forms of random access memory (random access memory, RAM) are available, such as static random access memory (STATIC RAM, SRAM), dynamic Random Access Memory (DRAM), synchronous Dynamic Random Access Memory (SDRAM), double data rate synchronous dynamic random access memory (double DATA RATE SDRAM, DDR SDRAM), enhanced synchronous dynamic random access memory (ENHANCED SDRAM, ESDRAM), synchronous link dynamic random access memory (SYNCHLINK DRAM, SLDRAM), and direct memory bus random access memory (direct rambus RAM, DR RAM), among various media that can store program code.

Although the present invention is disclosed above, the present invention is not limited thereto. Variations and modifications, including combinations of the different functions and implementation steps, as well as embodiments of the software and hardware, may be readily apparent to those skilled in the art without departing from the spirit and scope of the invention.

Claims

1. A data processing method for client relationship management, which is characterized by being applied to a terminal device in a client relationship management system, wherein the client relationship management system comprises the terminal device and a server, and the method comprises the following steps:

2. The method of claim 1, wherein the scenario configuration operation box comprises a plurality of scenario name input boxes, a plurality of trigger rule pool configuration boxes and a plurality of processing rule pool configuration boxes, the plurality of scenario name input boxes are in one-to-one correspondence with the plurality of trigger rule pool configuration boxes, the plurality of scenario name input boxes are in one-to-one correspondence with the plurality of processing rule pool configuration boxes, the determining a plurality of business relationship scenarios in response to the user's scenario configuration operation comprises:

Responding to the input operation of the user aiming at the scene name input boxes, and determining a plurality of business relation scene names;

Responding to the input operation of the user aiming at the plurality of trigger rule pool configuration boxes, and determining trigger rule pools corresponding to the plurality of business relation scene names;

Responding to the input operation of the user aiming at the plurality of processing rule pool configuration boxes, and determining the processing rule pools corresponding to the plurality of business relation scene names;

and determining the plurality of business relation scenes according to the plurality of business relation scene names and the trigger rule pool and the processing rule pool corresponding to the plurality of business relation scene names.

3. The method of any of claims 1 or 2, wherein the rule configuration file includes sample customer information for a plurality of sample customers and sample personnel information for sample personnel corresponding to each of the plurality of sample customers and sample customer relationships indicating associations between the corresponding sample customer and associated personnel in each of the corresponding at least one relationship hierarchy, the sending the rule configuration file indicated by the rule configuration operation to the server in response to a rule configuration operation of a user to cause the server to determine a plurality of trigger rule pools and a plurality of process rule pools from the rule configuration file, comprising:

Responding to a rule configuration operation of a user, and sending a rule configuration file indicated by the rule configuration operation to the server so as to enable the server to execute the following operations:

Receiving the rule configuration file;

determining a plurality of atomic-level elements corresponding to each trigger dimension in at least one trigger dimension according to the sample client information of each sample client and the corresponding sample personnel information;

Determining a trigger rule pool corresponding to each sample client according to a plurality of atomic level elements corresponding to each trigger dimension in the at least one trigger dimension to obtain a plurality of trigger rule pools, wherein each trigger rule pool in the plurality of trigger rule pools comprises at least one trigger rule, and the at least one trigger rule corresponds to the at least one trigger dimension one by one;

and determining a processing rule pool corresponding to each sample client according to the sample client relationship corresponding to each sample client to obtain a plurality of processing rule pools, wherein each processing rule pool in the plurality of processing rule pools comprises at least one processing rule, and the at least one processing rule corresponds to at least one relationship level corresponding to each sample client one by one.

4. The method of claim 3, wherein the sending the plurality of business relationship scenarios to the server to enable the server to determine the target customer relationship corresponding to the target customer according to the processing rule pool corresponding to the target business relationship scenario corresponding to the target customer comprises:

transmitting the plurality of business relationship scenes to the server so that the server can execute the following operations:

Acquiring target client information of the target client and target personnel information of target personnel corresponding to the target client;

determining a target business relationship scene according to the target client information, the target personnel information and the plurality of business relationship scenes, wherein the target business relationship scene is used for representing the business relationship scene corresponding to the target client;

Determining a target client relationship according to the target client information, the target personnel information and the target business relationship scene;

And updating a customer relation storage table according to the target customer relation so as to store the target customer relation in the customer relation storage table, wherein the customer relation storage table is used for storing the association relation between all customers and all personnel.

5. The method of claim 4, wherein the target business relationship scenario results from the server:

Determining target trigger rules corresponding to the target client information and the target personnel information, wherein the target trigger rules are trigger rules in a plurality of trigger rule pools corresponding to the plurality of business relationship scenes hit by the target client information and the target personnel information;

And determining the target business relation scene according to the target trigger rule.

6. The method of claim 5, wherein the target business relationship scenario is obtained by the server performing the following operations according to the target trigger rule:

determining at least one business relation scene corresponding to the target client according to the target trigger rule;

And determining the relationship scene with the highest corresponding scene priority in the at least one business relationship scene as the target business relationship scene.

7. The method of claim 6, wherein the target customer relationship results from the server performing the following:

Determining at least one target relation processing logic according to a target processing rule pool, wherein the target processing rule pool is a processing rule pool corresponding to the target business relation scene, and at least one target processing rule in the target processing rule pool corresponds to the at least one target relation processing logic one by one;

generating a target relationship processing flow according to the at least one target relationship processing logic and the target client information;

and executing the target relation processing flow to obtain the target customer relation.

8. A data processing apparatus for client relationship management, applied to a terminal device in a client relationship management system, the client relationship management system including the terminal device and a server, the apparatus comprising:

9. A terminal device comprising a processor, a memory, and one or more programs stored in the memory and configured to be executed by the processor, the programs comprising instructions for performing the steps in the method of any of claims 1-7.

10. A computer readable storage medium, characterized in that it has stored thereon a computer program/instruction which, when executed by a processor, implements the steps of the method according to any of claims 1-7.