TWM549914U - Intelligent sales forecasting system - Google Patents

Description

Intelligent sales forecasting system

This creation is a prediction system, especially an intelligent sales forecasting system that provides more objective commodity forecasts.

Check, with the development of communication technology and the rapid development of the Internet, online banking (online banking, e-banking, or simply online banking) is a new channel for banking services that has emerged since the Internet era. Financial institutions such as financial institutions provide various financial services to their users through the Internet. The general financial industry (such as banks) use computer technology to proactively analyze various historical data of customers, hoping to effectively forecast customer needs and market various financial products to customers; however, such forecasts and sales are not sufficient due to the customer information Or not comprehensive, so the resulting forecast will be a problem for some customers, which will affect the customer's willingness to choose the bank and goods.

In general, traditional online banking offers many categories of goods, such as: Taiwanese currency, foreign currency, credit cards, insurance, funds, credit loans, and so on. However, due to the large number of commodity categories, each commodity category contains many financial products. For example, credit cards include various bank cards, identification cards, and joint cards. Funds include general bond types, high-yield bonds, and stocks issued by companies. Types, precious metals and currency types, etc., make it difficult for users to find what they need in many financial products. To address this situation, bankers have developed a range of predictive analytics to predict what customers want to buy.

However, the method of predictive analysis of data mining is generally adopted, that is, the customer who has already made the purchase behavior is used as the sample customer, and the predictive analysis model is established by using the predictive analysis method such as decision tree and logistic regression to predict the intention of other customers to purchase or repurchase. However, this method of forecasting is strongly influenced by factors such as the number of sample customers, the stability of features, and the provision of commodity attributes. The prediction results are often difficult to grasp; and if faced with new products, and because there are no sample customers to refer to, sales forecasts are even more impossible. Effectively.

Therefore, how to provide a predictive system that is more autonomous and more accurate and more in line with customer needs and wishes becomes an important issue.

Therefore, in order to solve the above problems, the present invention provides an intelligent sales forecasting system, which analyzes various internal and external data of customers and predicts in a two-way interactive mode, and the innovation gives the customer a two-way and self-rewarding intelligent sales forecasting system.

One of the aims of this creation is to provide an intelligent sales forecasting system that analyzes internal and external data of customers to improve forecasting accuracy.

One of the aims of the present invention is to provide an intelligent sales forecasting system that provides a two-way interactive interface to establish a predicted result of the landing of the customer.

For the above purposes, the present invention provides an intelligent sales forecasting system, which includes a customer database, a product database, an associated module, a context database, a sales parameter module and a prediction module. The customer database stores a customer data corresponding to at least one social group data, wherein the customer database is further connected to the situation database corresponding to the customer data, and at least one fund allocation context information is stored; the product database corresponds to The customer data stores at least one product data; the association module searches for at least one related product according to the at least one product data; the marketing parameter module connects the customer database and the product database to detect and detect the customer data according to the customer data Taking the transaction record of the at least one product data or the at least one related product; the prediction module is connected to the customer database and the product database, and the at least one product data corresponding to the customer data, the at least one related product and The transaction record produces a new product sales forecast for a new product. This creation is based on the allocation of client funds, and establishes the corresponding fund allocation situation to provide corresponding forecast results, so that new product sales can be matched to customer needs.

The present invention provides an embodiment, wherein the intelligent sales prediction system further includes an interaction module that connects the customer database, the product database, the marketing parameter module, and the prediction module, according to the transaction record New product sales forecast results provide an interactive interface.

The present invention provides an embodiment in that the interactive interface includes a suggestion message and at least one message confirmation button.

The present invention provides an embodiment, wherein the intelligent sales prediction system further includes an intelligent module that connects the customer database, the product database, the marketing parameter module, and the prediction module, and according to the customer data The transaction record automatically updates the customer database with the product database and corrects the new product sales forecast results.

The present invention provides an embodiment in which the intelligent sales prediction system further includes a notification module that is coupled to the prediction module to generate a notification message to a calendar of a client according to the new product sales prediction result.

In order to give your reviewers a better understanding and understanding of the characteristics of the creation and the efficacies achieved, please provide a better example and a detailed description of the following:

In the following, the present invention will be described in detail by way of illustration of various embodiments of the present invention. However, the concept of the present invention may be embodied in many different forms and should not be construed as being limited to the illustrative embodiments set forth herein. In addition, the same reference numerals may be used in the drawings to represent similar elements.

First, please refer to the first figure, which is a schematic diagram of a system according to a preferred embodiment of the present invention. As shown in the first figure, the present invention is an intelligent sales prediction system 1, which includes a customer database 10, a product database 20, an association module 30, a situation database 40, and a sales parameter module 50. A prediction module 60. The customer database 10 stores at least one customer data. The customer database 10 of the embodiment is exemplified by storing the first customer data 12 and the second customer data 14. The first customer data 12 and the second customer data 14 not only correspond to Internal customer data, further corresponding to at least one external community material, such as Facebook, Twitter or blog messages; product database 20, which corresponds to some customer data storage At least one product data, in the embodiment, the product database 20 stores a first product data 22 and a second product data 24, wherein the first product data 22 is the primary corresponding to the first customer data 12 and the second customer data 14. The association module 30 links the customer database 10 and the product database 20, and searches for at least one related product in the external database according to the at least one product data. In this embodiment, the association module 30 is based on the A product data 22 searches for the second product data 24 and stores it in the product database 20.

In the above, the situation database 40 is connected to the customer database 10 to store at least one fund allocation context data corresponding to the customer data. As shown in the second figure, the situation database 40 of the embodiment is based on funds. The distribution situation, and provide the fund allocation situation of account entry, transfer, withdrawal, payment, payment, fund purchase, etc., the set value in each situation is stored in the first fund allocation situation data 42 and the second fund respectively according to the customer data. The situational information 44 is assigned, and the contextual examples are shown in Table 1 below.         <TABLE border="1" borderColor="#000000" width="85%"><TBODY><tr><td> Situation 1 </td><td> On the 10th of each month, use the online banking to pay 20,000 yuan </td></tr><tr><td> Situation 2 </td><td> Received a company salary on the 5th of each month</td></tr><tr><td> Situation 3 </td><td> Credit card payment on the 21st of each month</td></tr><tr><td> Situation 4 </td><td> Credit-related marriage spending</td></tr> <tr><td> Situation 5 </td><td> Credit Card Country Fees</td></tr><tr><td> Situation 6 </td><td> Annual Year-end Bonus Fixed Buying Regular Quota </td></tr></TBODY></TABLE> Table 1       

The marketing parameter module 50 is connected to the customer database 10 and the product database 20, and the marketing parameter module 50 detects and retrieves the at least one product data according to the customer data 12, 14 stored in the customer database 10. The transaction record of the at least one related commodity, that is, the related transaction record of the first commodity data 22 and the second commodity data 24 in the embodiment. The forecasting module 60 is connected to the customer database 10 and the product database 20, and the forecasting module 60 confirms the purchasing ability according to the customer data and the fund allocation context data, so as to match the at least one product data according to the customer data. And the at least one related commodity and the transaction record, and the corresponding new product sales forecast result is generated.

In addition, the intelligent sales prediction system 1 of the present invention further includes a notification module info, which is connected to the prediction module, and further connected to each database, that is, to the customer database 10, the product database 20 and the situation. The database 40 is based on the prediction result of the new product generated by the prediction module 60, so that the notification module info generates a corresponding notification message, such as an email, a community notification, etc., to transmit the notification message to a client. One of the calendars. For example, a promotional solution is transmitted via email to the first client. In this embodiment, the prediction module 60 is further connected to the sales foreground module 70, which includes a first client 72 and a second client 74. The sales front module 70 is sold according to the new product sales prediction result. And obtaining the feedback from the customer through the first client 72 and the second client 74, and returning to the prediction module 60 and further recording in the customer database 10 and the product database 20.

Please refer to the third figure, which is a schematic diagram of a system according to another preferred embodiment of the creation. As shown in the figure, the difference between the first figure and the third figure is that the intelligent sales prediction system 1 of the third figure further includes an interaction module 80 that links the customer database 10, the product database 20, and the marketing parameters. The module 50 and the prediction module 60 provide an interaction interface 82 (as shown in FIG. 4A and FIG. 4B) according to the transaction record and the new product sales prediction result, and the interaction interface 82 includes a suggestion message. Confirm the button with at least one message. The two-way interaction is provided through the interaction interface 82, so that the customer interacts with the first client 72 or the second client 74 of the sales front-end module 70 to provide the customer with the initiative to make decisions and select the predicted results. The remaining modules have been described in the foregoing embodiments, and therefore will not be described again.

Please refer to the fourth A picture and the fourth B picture together, which is a schematic diagram of the product suggestion screen and the purchase option of the creation. As shown in FIG. 4A, the interactive interface 82 is switched to the product recommendation 822, and the message confirmation button 822b is displayed. The client only needs to confirm (one button) to complete the service. The message confirmation button 822b of the embodiment is more replaceable. Update the key to update the product proposal. The system provides preset prediction parameters, and can provide customers with adjustment basis by multiple sets of recommendations or presets. The customer only needs to confirm (one button) to complete the transaction service, or one-click to customize and modify the content; As shown in FIG. 4B, the interactive interface 82 is switched to the display purchase option 824, and displays the corresponding button, the confirmation button 824a, the cancel button 824b, and the edit button 824c, which are adjusted by the customer or modified by themselves, as an adjustment basis; Interact with multiple sets of results to obtain a more objective basis for adjustment.

Please refer to the fifth figure, which is a schematic diagram of a system according to another preferred embodiment of the creation. As shown in the figure, the difference between the third and fifth figures is in the third and fifth figures. The third figure further includes an interaction module 80. The fifth figure further includes an intelligent module 90, which links the customer data. The library 10, the product database 20, the marketing parameter module 50 and the prediction module 60, the smart module 90 according to the customer data stored in the customer database 10 and the transaction collected by the marketing parameter module 50 Recording, automatically updating the customer database 10 and the product database 20, and correcting the new product sales prediction result of the prediction module 60. The remaining modules have been described in the foregoing embodiments, and therefore will not be described again.

As can be seen from the above, the intelligent sales forecasting system of this creation integrates the customer database and the product database, and the customer data is no longer closed by the customer data, so the objective data of the customer is objective. Sexuality increases, and the merchandise contains the main merchandise and related merchandise, thus adding more reference materials to facilitate the subsequent accuracy of the forecast. In addition, this creation further increases the interaction with the user and the self-learning of the system itself, thus increasing the accuracy of the prediction.

However, the above description is only for the preferred embodiment of the present invention, and is not intended to limit the scope of the present invention, and the variations, modifications, and modifications of the shapes, structures, features, and spirits described in the scope of the patent application. , should be included in the scope of the patent application of this creation.

1‧‧‧Intelligent Sales Forecasting System
10‧‧‧Customer Database
12‧‧‧ First Customer Information
14‧‧‧Second customer information
20‧‧‧Commodity database
22‧‧‧ First commodity information
24‧‧‧Second commodity information
30‧‧‧Association module
40‧‧‧Scenario database
42‧‧‧ First Fund Allocation Scenario Information
44‧‧‧Second funds allocation situational information
50‧‧‧Marketing parameter module
60‧‧‧ Prediction Module
70‧‧‧Sale front module
72‧‧‧First client
74‧‧‧Second client
80‧‧‧Interactive module
82‧‧‧Interactive interface
822‧‧‧Commodity recommendations
822b‧‧‧Message Confirmation Key
824‧‧‧ purchase options
824a‧‧‧Confirmation button
824b‧‧‧Cancel button
824c‧‧‧Modification button
90‧‧‧Intelligent modules

The first figure is a schematic diagram of a system according to a preferred embodiment of the present invention; the second figure is a schematic diagram of a preferred embodiment of the present invention; the third figure: another preferred embodiment of the present creation The system diagram of the example; the fourth A picture: it is a schematic diagram of the product suggestion screen of the creation; the fourth picture B: it is a schematic diagram of the purchase option screen of the creation; and the fifth picture: it is another comparison of the creation A flow chart of a preferred embodiment.

1‧‧‧Intelligent Sales Forecasting System

10‧‧‧Customer Database

12‧‧‧ First Customer Information

14‧‧‧Second customer information

20‧‧‧Commodity database

22‧‧‧ First commodity information

24‧‧‧Second commodity information

30‧‧‧Association module

40‧‧‧Scenario database

42‧‧‧ First Fund Allocation Scenario Information

44‧‧‧Second funds allocation situational information

50‧‧‧Marketing parameter module

60‧‧‧ Prediction Module

70‧‧‧Sale front module

72‧‧‧First client

74‧‧‧Second client

Claims (7)

An intelligent sales forecasting system, comprising: a customer database storing a customer data, wherein the customer database is further connected to a situation database, corresponding to the customer data, storing at least one fund allocation context data; a library, which stores at least one product data corresponding to the purchased product data; an association module searches a second product database according to the at least one product data to obtain at least one related product and stores in the product database; a marketing parameter module, which connects the customer database and the product database, detects and retrieves a transaction record of the at least one product data according to the customer data; and a prediction module, according to the customer data corresponding to the at least A commodity product, the at least one associated commodity, the at least one contextual material, and the transaction record generate a new product sales forecast result. For example, the intelligent sales forecasting system of claim 1 includes a customer loan information, a deposit entry and exit data, a credit card transaction information, a type of wealth management commodity entry and exit information, a payment information, and one of the customer feedback information. For example, the intelligent sales forecasting system of claim 1 further includes: an interactive module that links the customer database, the product database, the marketing parameter module, and the prediction module, according to the transaction record New product sales forecast results provide an interactive interface. For example, the intelligent sales prediction system of claim 3, wherein the interactive interface includes a suggestion message and at least one message confirmation button. For example, the intelligent sales forecasting system of claim 1 further includes: an intelligent module that links the customer database, the product database, the marketing parameter module and the prediction module, and according to the customer data and The transaction record automatically updates the customer database with the product database and corrects the new product sales forecast results. For example, the intelligent sales forecasting system of claim 1 further includes: a notification module, which is coupled to the prediction module, and generates a notification message to a calendar of a client according to the new product sales prediction result. The smart sales forecasting system of claim 1, wherein the predictive module confirms the purchasing ability according to the customer data and the fund allocation context data, according to the at least one product data corresponding to the customer data, the at least one relevance The commodity and the transaction record, and the corresponding new product sales forecast result is generated.