WO2019041774A1 - Appareil et procédé de contrôle d'informations de client, dispositif électronique, et support - Google Patents

Appareil et procédé de contrôle d'informations de client, dispositif électronique, et support Download PDF

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Publication number
WO2019041774A1
WO2019041774A1 PCT/CN2018/077685 CN2018077685W WO2019041774A1 WO 2019041774 A1 WO2019041774 A1 WO 2019041774A1 CN 2018077685 W CN2018077685 W CN 2018077685W WO 2019041774 A1 WO2019041774 A1 WO 2019041774A1
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customer
information
customer information
user
blacklist
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PCT/CN2018/077685
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English (en)
Chinese (zh)
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李毅
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平安科技（深圳）有限公司
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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201—Market modelling; Market analysis; Collecting market data

Definitions

  • the present application belongs to the field of data processing technologies, and in particular, to a method, device, electronic device and medium for screening customer information.
  • the telemarketing agent needs to use the telemarketing system to filter out the customer information needed to track the sales from the customer information database, and then track the sales according to the phone number in the found customer information. .
  • the existing sales system can not effectively extract and process the customer information database, and can simply filter the customer information database according to the insurance time information input by the agent, and the function is single.
  • the customer information in the customer information database can reach the order of magnitude of 100 million, the amount of data is huge, and the amount of customer information simply filtered according to the insured time is still extremely large, and it may also contain many wrong or invalid customer calls.
  • the number, so that the resulting customer information is ineffective for the agent makes the agent use the customer information to track sales, the workload is huge, and the work efficiency is low. Therefore, in the prior art, the function of analyzing and processing customer information is single, and the filtered customer information is low in effectiveness.
  • the embodiment of the present application provides a method, a device, an electronic device, and a medium for screening customer information, so as to solve the problem that the function of analyzing and processing customer information in the prior art is single, and the effectiveness of the filtered customer information is low. .
  • a first aspect of the embodiment of the present application provides a method for screening customer information, including:
  • the first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;
  • a second aspect of the embodiments of the present application provides a customer information screening apparatus, including:
  • a type determining module configured to: read a user identifier input by the user, read a user identifier of the user, and an insurance status information included in the information acquisition instruction, and determine, according to the user identifier, a corresponding information of the user Customer type;
  • the information extraction module extracts, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information;
  • a blacklist querying module configured to query, from a preset blacklist library, a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and the first blacklist And the second blacklist is merged to obtain a third blacklist;
  • An information culling module configured to remove customer information belonging to the third blacklist from the first customer information, to obtain second customer information
  • the information filtering module is configured to perform third-customer information obtained by performing home screening on the second customer information, and send the obtained third customer information to the user.
  • a third aspect of the embodiments of the present application provides a customer information screening electronic device, including a memory, a processor, and a computer readable instruction executable on the processor, where the processor executes The following steps are implemented when the computer readable instructions are described:
  • the first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;
  • a fourth aspect of the embodiments of the present application provides a computer readable storage medium storing computer readable instructions, wherein the computer readable instructions are implemented by at least one processor The following steps:
  • the first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;
  • the embodiment of the present application has the beneficial effects that: the customer type that is handled by each agent (ie, the user) and the customer's insurance status required for each power sale are different, and the customer information is obtained through the customer information.
  • the customer information corresponding to the customer type of the agent and the input insurance status information is extracted, so that the obtained first customer information is more suitable for the actual needs of the individual personnel, thereby ensuring the filtered customer information. Effectiveness.
  • the blacklist matching the client type of the agent and the input insurance status information is determined from the blacklist library, and the first customer information obtained by the blacklist is filtered, thereby reducing the abnormal number of the blacklist to the agent. The extra workload, which increases the effectiveness of the filtered customer information.
  • the second customer information obtained after the blacklist screening is finally selected for attribution, so that the final customer information is more suitable for the individual personnel. Thereby improving the effectiveness of the filtered customer information.
  • the effectiveness of the final selected customer information is greatly improved, and the number of agents can be more streamlined.
  • more effective customer information thereby improving the efficiency of the sales of agents and the success rate of sales.
  • FIG. 1 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 1 of the present invention
  • FIG. 2 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 2 of the present invention
  • FIG. 3 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 3 of the present invention.
  • FIG. 4 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 4 of the present invention.
  • FIG. 5 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 5 of the present invention.
  • FIG. 6 is a schematic structural diagram of a customer information screening apparatus according to Embodiment 6 of the present invention.
  • FIG. 7 is a schematic diagram of a customer information screening terminal device according to Embodiment 7 of the present invention.
  • FIG. 1 is a flowchart showing an implementation of a method for screening customer information provided in Embodiment 1 of the present application, which is described in detail as follows:
  • the user is an agent of the salesperson.
  • the user ID is the number that uniquely identifies the employee in the company where the agent is located, such as the common employee ID.
  • information related to the agent such as personal basic information and sales records, can be found in the company's internal information database.
  • Insured status information including renewal failures, insured, and never insured.
  • customer information can be quickly filtered to screen out customers who are in a certain insurance status.
  • the customer type can be a customer type that is classified according to the type of insurance of the customer included in the customer information, such as a car insurance customer and a life insurance customer, or a customer classified according to the insurance amount included in the customer information. Types, such as high-end customers and regular customers.
  • the query speed and effectiveness of the customer information required by the agents can be greatly improved.
  • the agent needs to obtain the customer list for the phone sales, the corresponding information acquisition function is triggered.
  • an insurance status information selection dialog box is popped up, and the agent is required to select the agent.
  • the required insurance status and after receiving the insurance status information input by the user, generates a corresponding information acquisition instruction including the insurance status information.
  • the agent does not perform the selection operation in the insurance status information selection dialog box within the preset time after the information acquisition function is triggered, that is, the insurance status information input by the agent is not received within the preset time.
  • the selected insurance status information is the insurance status information including all the insurance status to prevent mis-screening of customer information.
  • the agent's identity is used to query the customer's internal customer information type. For example, the inquiry is made, and the agent is mainly responsible for the sales of the automobile insurance customer in the daily work.
  • the customer type that is queried is used as the screening condition of the customer type in the customer information screening, and the final customer information is ensured to be the actual customer information required by the agent to enhance the final customer information and the agent's personnel.
  • the degree of matching improves the effectiveness of the output of customer information.
  • the blacklist library contains customer information corresponding to the customer whose telephone number is abnormal (such as an empty number, a wrong number, and a harassment number). In the actual sales process, some unusual numbers are often encountered. When the agent tracks these abnormal numbers, it is impossible to contact the customer, which leads to an increase in the extra workload of the agent. In the embodiment of the present application, in order to improve the validity of the finally generated customer information and reduce the extra workload of the agent, the abnormal number is identified through the blacklist library, so as to filter the customer information corresponding to the abnormal number. except.
  • the blacklist corresponding to the customer type and the insurance status information is combined to ensure the validity of the finally obtained third blacklist.
  • S104 Exclude the customer information belonging to the third blacklist from the first customer information, and obtain the second customer information.
  • the customer information included in the first customer information is matched with the customer information included in the blacklist, and the matching is successful.
  • the customer information in the blacklist is removed from the first customer information to ensure that there is no abnormal number in the second customer information obtained after the rejection, and the effectiveness of the outputted customer information is improved.
  • S105 Perform third-customer information obtained by attribution screening the second customer information, and send the obtained third customer information to the user.
  • the obtained second customer information is categorized and selected, and the customer information attribution location and the agent are most matched, and the agent is the most Familiar with the third customer information corresponding to the region, the third customer information obtained is more in line with the personal situation of the agent, so as to improve the effectiveness of the final output of the customer information, improve the sales efficiency of the agent and improve the sales success rate.
  • the obtained customer information is more suitable for the individual needs of the agent.
  • the third blacklist matching the client type of the agent and the input insurance status information is determined from the blacklist library, and the first customer information obtained by the blacklist is filtered, thereby reducing the abnormality in the blacklist.
  • the number of additional work caused by the number of agents increases the effectiveness of the filtered customer information.
  • the second customer information obtained after the blacklist screening is selected for attribution, so that the finally obtained customer information is more suitable for the individual personnel of the agent, thereby improving the effectiveness of the filtered customer information.
  • S105 Read the customer phone number recorded in the customer information database at a preset frequency, and identify whether the customer phone number is an abnormal number.
  • the phone number included in the customer information is first read from the customer information database, and the abnormal number is determined for the read phone number.
  • the abnormal number mainly includes three types of telephone numbers: an empty number, an incorrect number, and a harassing number.
  • the empty number refers to a telephone number that has not been received for multiple consecutive calls, and the wrong number is a telephone number issued by a non-operator, such as 222.
  • the phone number at the beginning, and the harassment number refers to the phone number that is recorded to the customer information database multiple times within the preset time. The preset time and the specific quantity need to be set by the technician in advance according to the actual situation. Since the sales record of each agent's sales process is recorded, the above-mentioned abnormal number determination can be realized by reading the corresponding sales record data of the agent.
  • the abnormal number determination is performed at a preset frequency.
  • the determined abnormal number is subjected to subsequent blacklist entry and blacklist sorting operations.
  • the specific value of the preset frequency can be set by the technician.
  • the preset frequency is preferably not too small.
  • the preset frequency is set to once every 5 days.
  • the big data analysis tool to complete the above-mentioned query identification of the abnormal number, such as using the Hive tool.
  • the above abnormal number query identification work is preferable to use the big data analysis tool to complete the above-mentioned query identification of the abnormal number, such as using the Hive tool.
  • the customer phone number is identified as an abnormal number
  • the customer information corresponding to the customer phone number is entered into the blacklist library.
  • the customer information corresponding to the abnormal number is entered into the blacklist library.
  • the method further includes: blacklisting the blacklist library according to the customer information contained in the blacklist library, wherein the client information includes the client type of the client and the insured state information.
  • the blacklist library is classified, and the specific classification manner is consistent with the foregoing description of the classification manner of S101. To ensure that the blacklist queried by S103 and the first customer information can be matched normally.
  • the agent information can be manually marked by the agent to the abnormal number.
  • the second embodiment of the present application assists in the construction and update of the blacklist library. For example, when an agent dials an empty number, the number can be manually marked as an empty number.
  • the customer information input by the user is included in the tag containing the empty number, the customer information is directly added to the blacklist library.
  • an audit step may be added, that is, the phone number of the added customer information when the agent adds new customer information to the blacklist library. Perform abnormal number verification to ensure the validity of the blacklist library.
  • multi-level user rights management is set for the blacklist library, that is, for different users, after verifying the identity, granting Different levels of operational authority.
  • the user rights management is set to three levels: ordinary users, working users, and administrative users.
  • the common users can only perform query operations on the blacklist database, and the working users can perform blacklist query, add, and modify operations on the blacklist library.
  • the management user can perform blacklist query, add, modify, and delete operations on the blacklist.
  • the security of the blacklist library is ensured by performing multi-level rights management on the blacklist library operation user.
  • the blacklist database is generated in advance and updated in time, thereby ensuring that the blacklist query can be normally performed in the first embodiment of the present application, thereby ensuring the normal operation of the subsequent blacklist screening operation, and ensuring that the subsequent blacklist screening operation is performed normally.
  • the validity of the resulting customer information is provided.
  • the method includes:
  • the customer information has a detailed record of the policy information insured by the customer, such as the type of policy insured and the expiration date of the policy.
  • the classification of the customer information corresponding to the customer type and the insurance status information is realized by the type of the policy recorded in the customer information and the policy expiration time.
  • S108 classify the customer information according to the type of insurance in the policy information, and obtain customer information corresponding to each customer type.
  • the insurance type includes, but is not limited to, auto insurance and life insurance. After reading the insurance type corresponding to the customer information, the insurance type is set as the customer type corresponding to the customer information, and each customer exists in the customer information database. The information is sequentially identified by the customer type to determine the customer information corresponding to each customer type. It should be understood that since a customer may participate in multiple insurances at the same time, each customer information may have more than one type of insurance, that is, each customer information may have more than one type of customer. For example, a customer insures both auto insurance and life insurance. At this time, the customer's customer information will correspond to both auto insurance and life insurance customer types.
  • S109 classify the customer information according to the policy expiration time in the policy information, and obtain the customer information corresponding to each of the insurance status information.
  • the insured state is divided into three states: failure to renew, insured, and never to be insured.
  • the renewal failure means that the customer has insured, but the policy expiration time of the signed policy is before the current time, the policy has expired, and the renewal has not been renewed or new insurance up to the current time.
  • Insured refers to the policy expiration time of the insurance policy signed by the customer. After the current time, the policy is still valid.
  • None insured means that the customer is a new customer and has not participated in any policy of the company in which the agent is located.
  • the policy information of the customer is blank data, and the corresponding policy expiration time is also blank data.
  • the customer's insurance status is identified and distinguished by comparing the policy expiration time of the policy information included in the customer information with the current time, and the customer is identified when the policy expiration time is blank data. It is determined that it is a new customer that has never been insured, and the insurance status information corresponding to the customer information is set to never be insured, thereby obtaining the insurance status information corresponding to each customer information, thereby determining the customer corresponding to each insurance status information. information.
  • the customer type can also be classified according to the policy amount in the policy information, such as setting the customer information with the policy amount equal to 500,000 as the high-end customer and the customer information with the policy amount less than 500,000. Set as a regular customer.
  • the method includes:
  • agent A Because each agent has different types of customers who are mainly responsible for sales tracking in the daily life, such as agent A is mainly responsible for the sales tracking of auto insurance customers, and has not contacted the sales tracking of life insurance customers, so the agent is familiar with different customer types. There is a big difference. The sales efficiency and sales success rate of the customer types that you are familiar with must be far greater than the sales efficiency and sales success rate of the customer types that you are not familiar with. Therefore, in order to improve the effectiveness of the final output of the customer information, in the embodiment of the present application, the customer type familiar to the agent is automatically identified, and the finally obtained customer information is the customer information actually needed by the agent to enhance The resulting customer information matches the agent's level and improves the effectiveness of the exported customer information.
  • the sales record includes information such as the sales date of the agent's sales, the success of the sale, the customer for each sale, and the corresponding insurance information.
  • the specific value of the preset time needs to be set by the technician according to actual needs. In the embodiment of the present application, it is preferably set to one year.
  • S1012 Perform customer quantity statistics on the customer type corresponding to the sales record, and use the top N customer types with the largest number of customers as the customer type corresponding to the user, where N is a positive integer.
  • the customer type can be divided into the customer by the insurance information of the customer, for example, the customer type can be divided according to the insurance type in the insurance information.
  • the customer corresponding to the sales record read in the preset time is divided into customer types, and the quantity statistics are performed for each customer type. For example, the number of automobile insurances sold by the agent A is calculated within a preset time period. 100, while the number of life insurance is 0.
  • the customer number of the top N in the largest number is set as the customer type corresponding to the agent. For example, when N is 1, for the agent A, the auto insurance customer is the corresponding customer type. Among them, the specific value of N needs to be set by the technician according to the actual situation.
  • the information of the agent department is identified according to the agent identification, and the customer type corresponding to the agent is determined according to the department information.
  • the type of the customer responsible for the agent is accurately identified by the information such as the sales record of the agent who is queried by the agent identification, thereby ensuring that the customer type of the finally obtained customer information belongs to the actual needs of the agent. It enhances the final matching of customer information and agent, and improves the effectiveness of exported customer information.
  • the method includes:
  • the obtained second customer information is identified by attribution of each customer information, and the customer's telephone number and the customer's ID number are included in the second customer information.
  • the attribution information corresponding to the customer information is obtained. Therefore, in S1041, the telephone number of the customer in the customer information or the ID number of the customer may be selected to complete the identification of the attribution place corresponding to each customer information.
  • S1042 Read a sales record of the user within a preset time, and calculate a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record.
  • the specific value of the preset time is determined by the technician according to the specific situation of each agent.
  • P is the sales success rate of the prefecture-level city
  • S is the total number of successful sales of the agent in the prefecture-level city
  • R is the total number of customers of the agent in the prefecture-level city.
  • S1043 Calculate the sales scores of the users in each provincial administrative region according to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region.
  • the provincial administrative area contains n subordinate prefecture-level municipal administrative areas, and the preset weighting calculation formula is as follows:
  • F is the sales score of the agent in a certain provincial administrative region
  • P k is the kth subordinate prefecture-level municipal administrative region corresponding to the provincial administrative region
  • a k is the kth subordinate prefecture-level municipal administrative region corresponding Weighting factor.
  • the specific value of the weighting coefficient is predetermined and set by the technician.
  • the administrative areas of prefecture-level cities in Guangdong province include Shenzhen, Guangzhou, and Dongguan, etc., that is, when calculating the sales scores of agents in Guangdong province, it is necessary to first calculate the sales of subordinate Shenzhen, Guangzhou, and Dongguan.
  • the success rate is calculated according to the formula of the above weighting calculation to calculate the sales score of Guangdongzhou.
  • S1044 Export, in the second customer information, customer information of the top M provincial administrative regions whose attribution belongs to the highest sales score, as third customer information, where M is a positive integer.
  • M is set by a technician. In the embodiment of the present application, M is preferably set to 2.
  • the civil administrative area is screened to ensure the selected provinces.
  • the administrative area is more suitable for the personal situation of the agent, and the second customer information is filtered through the selected civil administrative area to obtain the third customer information that is ultimately needed, thereby ensuring the obtained third customer information. Effectiveness.
  • FIG. 6 is a structural block diagram of the customer information screening provided by the embodiment of the present application. For the convenience of description, only the parts related to the embodiment of the present application are shown.
  • the customer information screening apparatus illustrated in FIG. 6 may be the execution subject of the customer information screening method provided in the foregoing first embodiment.
  • the customer information screening apparatus includes:
  • the type determining module 61 is configured to: if the information acquisition instruction input by the user is received, read the user identifier of the user and the insurance status information included in the information acquisition instruction, and determine, according to the user identifier, the user corresponding Customer type.
  • the information extraction module 62 extracts, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information.
  • the blacklist querying module 63 is configured to query, from a preset blacklist library, a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and the first blacklist The list and the second blacklist merge to obtain a third blacklist.
  • the information culling module 64 is configured to remove customer information belonging to the third blacklist from the first customer information to obtain second customer information.
  • the information screening module 65 is configured to perform third-customer information obtained by performing home screening on the second customer information, and send the obtained third customer information to the user.
  • the customer information screening device further includes:
  • the abnormal number identification module is configured to read the customer telephone number recorded in the customer information database at a preset frequency, and identify whether the customer telephone number is an abnormal number.
  • the blacklist library entry module is configured to: if the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library.
  • the customer information screening device further includes:
  • the insurance information reading module is configured to read policy information included in the customer information of the customer information database, where the policy information includes an insurance type and a policy expiration time.
  • the first classification module is configured to perform customer type classification on the customer information according to the insurance type in the policy information, and obtain the customer information corresponding to each of the customer types.
  • the second classification module is configured to classify the customer information according to the policy expiration time in the policy information, and obtain the customer information corresponding to each of the insurance status information.
  • the type determining module 61 includes:
  • the sales record reading sub-module is configured to read the sales record of the user within a preset time.
  • a customer type setting sub-module configured to perform customer quantity statistics on the customer type corresponding to the sales record, and use the top N customer types with the largest number of customers as the customer type corresponding to the user, where N is a positive integer .
  • the information screening module 65 includes:
  • the attribution identification sub-module is configured to identify a attribution location corresponding to each customer information included in the second customer information.
  • the success rate calculation sub-module is configured to read the sales record of the user within a preset time, and calculate a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record.
  • the score calculation sub-module is configured to calculate the sales score of the user in each provincial administrative region by weight according to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region.
  • An information output sub-module configured to output, in the second customer information, the customer information that belongs to the top M provincial administrative regions with the highest sales score as the third customer information, where M is a positive integer.
  • FIG. 7 is a schematic diagram of a customer information screening electronic device according to an embodiment of the present application.
  • the customer information screening electronic device 7 of this embodiment includes a processor 70, a memory 71 in which computer readable instructions 72 executable on the processor 70 are stored.
  • the processor 70 executes the computer readable instructions 72, the steps in the foregoing embodiments of the customer information screening method are implemented, such as steps 101 to 104 shown in FIG.
  • the processor 70 when executing the computer readable instructions 72, implements the functions of the various modules/units in the various apparatus embodiments described above, such as the functions of the modules 61-65 shown in FIG.
  • the customer information screening electronic device 7 may be a computing device such as a desktop computer, a notebook, a palmtop computer, and a cloud server.
  • the customer information screening electronic device may include, but is not limited to, a processor 70, a memory 71. It will be understood by those skilled in the art that FIG. 7 is only an example of the customer information screening electronic device 7, and does not constitute a limitation of the customer information screening electronic device 7, and may include more or less components than the illustration, or a combination of certain Components, or different components, such as the customer information screening electronic device, may also include input and output devices, network access devices, buses, and the like.
  • the memory 71 is at least one type of computer readable storage medium, such as a hard disk or memory of the customer information screening electronic device 7.
  • the memory 71 may also be an external storage device of the customer information screening electronic device 7, for example, the plug-in hard disk equipped on the customer information screening electronic device 7, a smart memory card (SMC), and a secure digital number. (Secure Digital, SD) card, flash card, etc.
  • SMC smart memory card
  • secure digital number Secure Digital, SD
  • the memory 71 may also include both the internal storage unit of the customer information screening electronic device 7 and an external storage device.
  • the memory 71 is configured to store the computer readable instructions and other programs and data required by the customer information to filter electronic devices.
  • the memory 71 can also be used to temporarily store data that has been output or is about to be output.
  • each functional unit and module in the foregoing system may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit, and the integrated unit may be implemented by hardware.
  • Formal implementation can also be implemented in the form of software functional units.
  • the specific names of the respective functional units and modules are only for the purpose of facilitating mutual differentiation, and are not intended to limit the scope of protection of the present application.
  • the integrated modules/units if implemented in the form of software functional units and sold or used as separate products, may be stored in a computer readable storage medium.
  • the present application implements all or part of the processes in the foregoing embodiments, and may also be implemented by computer readable instructions, which may be stored in a computer readable storage medium.
  • the computer readable instructions when executed by a processor, may implement the steps of the various method embodiments described above.
  • the computer readable instructions comprise computer readable instruction code, which may be in the form of source code, an object code form, an executable file or some intermediate form or the like.
  • the computer readable medium can include any entity or device capable of carrying the computer readable instruction code, a recording medium, a USB flash drive, a removable hard drive, a magnetic disk, an optical disk, a computer memory, a read only memory (ROM, Read-Only) Memory), random access memory (RAM), electrical carrier signals, telecommunications signals, and software distribution media.
  • a recording medium a USB flash drive
  • a removable hard drive a magnetic disk, an optical disk
  • a computer memory a read only memory (ROM, Read-Only) Memory
  • RAM random access memory
  • electrical carrier signals telecommunications signals
  • software distribution media e.g., software distribution media.

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Abstract

La présente invention s'applique au domaine technique du traitement de données et fournit un appareil et un procédé de contrôle d'informations de client, et un dispositif électronique, et un support. Le procédé comprend les étapes suivantes : si une commande d'acquisition d'informations est reçue, à lire l'identifiant d'utilisateur d'un utilisateur et des informations d'état d'assurance, et à déterminer un type de client correspondant à l'utilisateur conformément à l'identifiant d'utilisateur; à extraire, à partir d'une base de données d'informations de client, des premières informations de client conformes au type de client et aux informations d'état d'assurance en même temps; à rechercher une base de données de liste noire prédéfinie pour une troisième liste noire correspondant au type de client et aux informations d'état d'assurance; à supprimer des informations de client appartenant à la troisième liste noire à partir des premières informations de client pour obtenir des deuxièmes informations de client; à réaliser un contrôle d'attribution sur les deuxièmes informations de client pour obtenir des troisièmes informations de client, et à envoyer les troisièmes informations de client obtenues à l'utilisateur. En réalisant de multiples types différents de traitement de contrôle sur les informations de client, la fonction d'analyse et de traitement des informations de client est enrichie, et l'efficacité des informations de client finalement contrôlées est considérablement améliorée.
PCT/CN2018/077685 2017-08-28 2018-02-28 Appareil et procédé de contrôle d'informations de client, dispositif électronique, et support WO2019041774A1 (fr)

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