WO2019184232A1

WO2019184232A1 - Seat quality management method, device, and storage medium

Info

Publication number: WO2019184232A1
Application number: PCT/CN2018/102868
Authority: WO
Inventors: 袁佳
Original assignee: 平安科技（深圳）有限公司
Priority date: 2018-03-30
Filing date: 2018-08-29
Publication date: 2019-10-03
Also published as: CN108629484A

Abstract

The present application provides a seat quality management method, comprising: a server receiving a permission configuration request comprising permission details and a corresponding permission level; sending the permission configuration request to a management terminal; the server receiving authentication information sent by the management terminal according to the permission configuration request; and the server authenticating, according to the authentication information, an account corresponding to the permission configuration request, and granting a permission to the account corresponding to the permission configuration request after the account has been authenticated. The method of the present application enables more flexible permission configuration by means of customized configuration of permissions, thereby enhancing the practicality of permission management, and ensuring smooth communication between sales agents. The present application further provides a seat quality management device and a storage medium.

Description

Agent qualification management method, device and storage medium

This application claims priority to Chinese Patent Application No. 201810292444.5, entitled "Seat Qualification Management Method, Apparatus, and Storage Medium" on March 30, 2018, the entire contents of which are incorporated herein by reference. In the application.

Technical field

The present application relates to the field of computer technology, and in particular, the present application relates to a method, apparatus, and storage medium for agent qualification management.

Background technique

In the financial sales industry, practitioners need to assign login rights in the financial system to enable them to accept sales operations or upload completed sales information to a management database for recording.

The inventor realizes that in the prior art, the salesperson's account authority has no discrimination, that is, all the salesperson's account rights are uniformly configured, and the salesperson can obtain the same information through the account, and the salesperson participates in the ordinary authority. When the project works, it can only be communicated and managed through offline communication through people with corresponding levels, resulting in confusion and poor communication. Moreover, for different sales people, because of the different contacts and personal expertise of different sales personnel, they are good at different sales fields (for example: suitable for selling fixed-income wealth management products, risk-based wealth management products, life insurance compulsory insurance), different sales people are good at Different areas, based on the existing permission configuration, can not be reasonable product distribution authority for product and sales personnel characteristics; for high-quality customers, such as reputable customers, customers with large financial management, can not be targeted Management, it is easy to lead to customer loss.

Therefore, the inventor found that the defect in the prior art is that all the sales personnel's account rights are uniformly configured, and when the sales personnel participate in the project work exceeding the ordinary authority, the communication can only be communicated through offline communication through the personnel with the corresponding level. Management, unable to open the custom application for permission, resulting in confusion and poor communication.

Summary of the invention

The purpose of the present application is to solve at least one of the above technical drawbacks, in particular, technical defects in which permissions cannot be customized.

In a first aspect, the present application provides a method for managing agent qualification, including the following steps: a server receives a configuration permission request, where the configuration permission request includes a permission content and a corresponding permission level; and the configuration permission request is sent to the management terminal; The server receives the verification information that is sent by the management terminal according to the configuration permission request; the server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the configuration permission request is The corresponding account is open.

In a second aspect, the present application further provides a seat qualification management apparatus, including: a configuration authority requesting module, configured to receive a configuration permission request by a server, where the configuration permission request includes a permission content and a corresponding permission level; and the configuration permission request is sent. a module, configured to send the configuration permission request to the management terminal; the verification information obtaining module is configured to receive, by the server, verification information that is sent by the management terminal according to the configuration permission request; and an account authority open module, configured to use, by the server The verification information is used to authenticate the account corresponding to the configuration permission request, and after the authentication is passed, the account corresponding to the configuration permission request is opened.

In a third aspect, the present application further provides a server, including: a memory, configured to store an executable program, and a processor, configured to implement an agent qualification management method, when the executable program stored in the memory is executed The following steps: the server receives a configuration permission request, where the configuration permission request includes a permission content and a corresponding permission level; the configuration permission request is sent to the management terminal; and the server receiving the management terminal requests according to the configuration permission The verification information sent by the server is authenticated according to the verification information, and the account corresponding to the configuration permission request is authenticated. After the authentication is passed, the account corresponding to the configuration permission request is opened.

In a fourth aspect, the present application further provides a non-volatile storage medium storing computer readable instructions, when executed by one or more processors, causing one or more processors to perform a The following steps of the agent qualification management method: the server receives the configuration permission request, where the configuration permission request includes the permission content and the corresponding permission level; the configuration permission request is sent to the management terminal; and the server receiving the management terminal according to the The authentication information sent by the permission request is configured; the server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the account corresponding to the configuration permission request is opened.

The agent qualification management method, device and storage medium provided by the application, through the custom configuration of the authority, make the authority configuration more flexible, improve the rationality of the authority management, and ensure the smooth communication between the sales personnel.

DRAWINGS

1 is a flowchart of a method for a first embodiment of a method for managing agent qualification according to the present application;

2 is a flowchart of a method for a second embodiment of a method for managing agent qualification according to the present application;

3 is a flowchart of a method for a third embodiment of a method for managing agent qualification according to the present application;

4 is a flowchart of a method for a fourth embodiment of a method for managing agent qualification according to the present application;

FIG. 5 is a first schematic structural diagram of a first embodiment of a seat qualification management apparatus according to the present application; FIG.

6 is a second structural schematic diagram of a first embodiment of a seat qualification management apparatus provided by the present application;

FIG. 7 is a schematic structural diagram of a second embodiment of a seat qualification management apparatus according to the present application; FIG.

FIG. 8 is a schematic structural diagram of a third embodiment of a seat qualification management apparatus according to the present application; FIG.

9 is a schematic structural diagram of a fourth embodiment of a seat qualification management apparatus provided by the present application;

FIG. 10 is a schematic structural diagram of a server provided by the present application.

detailed description

The agent qualification management method in the following embodiments is applicable to the product sales field, and optimizes the configuration of the sales personnel to have corresponding work rights, clearly grasp the good customer resources, thereby smooth communication and improve work efficiency. Increase the sales volume of products. The following are optimized from the following aspects.

In the first aspect, the first embodiment of the method for managing the qualification of the agent provided by the present application is introduced. Referring to FIG. 1 , the method in the embodiment includes:

Step 101: The server receives a configuration permission request, where the configuration permission request includes the permission content and the corresponding permission level;

Specifically, the user terminal sends a configuration permission request to the server, where the user terminal includes a user, a project group, a sales department, and the like, and the user terminals all have the requirement of applying for configuration authority, and the user, the project group, the sales department, etc. are all sold. Related.

Specifically, the privilege content refers to a database resource that the corresponding account in the privilege request can access; the privilege level refers to different privilege access levels corresponding to different database resources. For example, the A database defines access to an account with a privilege level of 1 to 5, and the B database defines an account with a privilege level of 6 to 10.

Step 102: Send a configuration permission request to the management terminal.

Specifically, the management terminal refers to a terminal that manages all the rights configuration, and performs corresponding configuration according to the rights content and the corresponding permission level in the configuration permission request, for example, the permission level is 1 to 5, and the permission content is that the A database can be accessed through the account. The management terminal A is responsible for sending the authentication information; the privilege level is 6 to 10, and the privilege content is that the B database can be accessed through the account, and the management terminal B is responsible for sending the verification information, and the management terminal B cannot be based on the privilege level. 1 to 5, and the content of the permission is that the configuration permission request of the A database can be accessed through the account, and the verification information is sent. Different privilege levels and corresponding privilege contents are configured correspondingly to different management terminals, which facilitates the management of rights.

Step 103: The server receives the verification information that is sent by the management terminal according to the configuration permission request.

Specifically, the verification information is a unique verification code and serves as a basis for account access.

Step 104: The server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the account corresponding to the configuration permission request is opened.

Specifically, all accounts are stored in the server, each account has a corresponding access restriction, and each account has corresponding access verification information, and only the authorized visitor can access the corresponding account through the verification information.

Specifically, when the verification information is an authentication code, a set of authentication codes is generated in a random manner, including:

Generate a random integer in 33-126, such as 35;

Convert the random integer 35 into the corresponding ASCII code character #3;

Repeat the above steps n times to connect to the n-digit password.

Among them, the algorithm mainly uses two functions, mt_rand (int$min, int$max) function is used to generate random integers, where $min-$max is the range of ASCII code, here take 33-126, can be adjusted as needed Range, such as 97-122 in the ASCII code table corresponding to the English letter of az, specifically refer to the ASCII code table; chr (int$ascii) function is used to convert the corresponding integer $ascii into the corresponding character.

In addition, the verification information may also be other verification codes, such as a randomly generated string of numbers, and the string data is unique.

Step 105 (not shown in the figure): The server establishes the password list in the order of time in the verification information of all the rights accounts. The verification information may be the foregoing authentication code.

In practical applications, the authentication information of a user, project or a certain account of a certain sales department is established in the order of time, which helps to manage the authentication code.

Step 106 (not shown), the server sends the authenticated authentication information to the user terminal, and the user terminal accesses the corresponding account based on the verification information, that is, the user terminal can access the data resource through the verification information.

Therefore, the salesperson of the embodiment can apply for configuration authority through the user terminal, and customize the permission by using the above method, so that the salesperson can obtain more resources through the authority, make the permission configuration more flexible, and improve the authority management. Sexuality ensures smooth communication between sales staff.

The following describes the second embodiment of the method for managing the qualification of the agent provided by the present application. Referring to FIG. 2, the method in this embodiment includes:

Step 201: Collect historical sales information of the user, and perform statistics on historical sales information according to the product type, and obtain a user statistical ranking ranked by product type;

In practical applications, the user refers to the product salesperson. Correspondingly, product types include fixed-income wealth management products, risky wealth management products, and life insurance compulsory insurance products. The user statistics ranking refers to the sales statistics of products of different product types within a certain period of time. For example, in a month, A users sell fixed-income wealth management products, risky wealth management products, life insurance compulsory insurance products, B users sell fixed-income wealth management products, risk financial products, and life insurance compulsory insurance products; The product type ranks the sales of the above three types of products by A and B users to understand the sales of each type of product of User A and User B during the month.

Step 202: Obtain the product areas of the top X names in the user statistics ranking, and assign the product agent rights corresponding to the product areas of the top X names to the user when the product agent rights are assigned, where X is an integer not less than 3.

The product agent rights corresponding to the product areas of the top X are assigned to the corresponding users. It means that the product is in good sales and the sales turnover is large, indicating that the salesperson is good at selling products in this field, and assigns the product agent authority corresponding to the product field to the corresponding user. For example, if X is 3, select the product areas of the top 3 (1~3) in the user statistics ranking, analyze the 3 product areas, and select the product agent permissions corresponding to the 3 product areas when assigning product agent permissions. .

Therefore, different sales personnel, due to the difference between the corresponding person circle and personal expertise, are good at different sales fields, and the product agent distribution according to the salesperson's expertise, so that the product sales authority is differentiated, which is more conducive to product sales.

The following describes a third embodiment of the method for managing the qualification of the agent provided by the present application. Referring to FIG. 3, the method in this embodiment includes:

Step 301, preset a first screening condition;

Specifically, based on the actual application, the preset first screening condition includes a user who has a certain amount of financial management, no breach of contract information, and good credit information.

Step 302: The user data is traversed in the user profile database by using the first screening condition, and the user corresponding to the qualified user profile is classified as a key user. Specifically, the qualified users can be marked and extracted to make a list for storage.

Specifically, a large amount of user data is stored in the user profile database. For example, if a user's financial management amount exceeds 1 million, there is no breach of contract information, the credit information is good, and the first preset condition is met. In the user data database, the user is filtered out and extracted and marked as a key user. Therefore, through the screening of users, the selected customers can be targeted sales to prevent the loss of quality customers.

A fourth embodiment of the agent qualification management method provided by the present application is introduced. Referring to FIG. 4, the method in this embodiment includes:

Step 401: The server receives a temporary permission request issued by the terminal, where the temporary permission request includes a user name of the temporary permission member, a content of the temporary authority, and a corresponding permission level;

Specifically, the terminal sends a temporary permission request to the server, where the terminal refers to a unified terminal in a project corresponding to managing all member accounts in the project group. Sending a temporary permission request to the server through the terminal means that the member account in the entire project group is the application subject, and requests temporary permission from the server, and each member of the project group does not need to send a temporary permission request to the server, which is convenient and quick. , reducing the response time of the server.

Step 402: Establish a temporary rights account according to the temporary permission request, and configure the rights content for the temporary rights account, where the rights content includes a database resource that is open to the temporary rights account.

Specifically, the temporary account is established according to the temporary permission request, and the server searches, extracts, and then integrates the content of the temporary permission and the corresponding resource level according to the content of the temporary permission in the temporary permission request and the corresponding permission level. A database, corresponding to the database, establishes a temporary account to obtain access to the temporary account, through which the project team members can access all database resources in the temporary account.

Step 403: Generate a set of verification information corresponding to the temporary rights account.

After the temporary account is established through the above method and all the members of the project group access the database resources in the name of the temporary account, the members of the project group are required to access the database resources in a unified manner, which avoids the need for different access rights for different database resources. The database resource that needs to be accessed is used for the application for access rights. In this embodiment, the server directly establishes a temporary account based on the rights content and the permission level included in the temporary access request in the project, and the temporary account includes the temporary access request. All the contents of the permission and the database resources accessible by the permission level, all the members of the project can access the temporary account through the verification information, and realize the access to the data resource, which is convenient and quick, and facilitates the management of the authority.

For example, a project group A, including 20 members, the project needs to access a database, b database, c database, d database, respectively, the corresponding permission level is level 1, level 2, level 3, level 4 access rights, In the name of the project group, the terminal sends a temporary permission request to the server. After receiving the temporary permission request, the server extracts the data resources in the database, b database, c database, and d database, and integrates them into one database A1, corresponding permissions. The level is uniformly set to one level, and the highest privilege level is set according to the highest privilege level. In this embodiment, the privilege level is set to level 4. Based on the database A1 and the corresponding privilege level 4, a temporary account is established, and the temporary account is established. It can allow access to the data resources in the database A1; after the server completes the permission configuration, it randomly generates a set of verification information, such as adafaf, which can be sent according to the user name of the temporary permission member in the temporary permission request, so that the project All members of the group can access the temporary account through this verification information to obtain Data resources. After the project ends, the temporary account and the corresponding verification information are automatically recovered and invalid, ensuring the security of the data and facilitating the management of the authority.

Specifically, the verification information is a unique verification code and is generated in a random manner.

Specifically, when the verification information is an authentication code, generating a set of authentication codes in a random manner, specifically: generating a random integer in 33-126, such as 35;

Convert the random integer 35 into the corresponding ASCII code character #3;

Repeat the above steps n times to connect to the n-digit password.

Step 404 (not shown), the server establishes the password list in the order of time in the verification information of all the temporary rights accounts. In this embodiment, the verification information is taken as an authentication code as an example for description.

In practical applications, the authentication code of a temporary user account of a certain user, project or a certain sales department is used to establish a password list in time order, which helps to manage the authentication code.

Specifically, when a new authentication code is generated, the new authentication code is compared with the authentication code in the password list by traversing. If there is the same authentication code, indicating that the new authentication code is not unique, the authentication code can be regenerated to ensure the uniqueness of the authentication code.

Step 405 (not shown in the figure), the server sends the generated authentication code to the terminal corresponding to the request of the temporary authority.

Specifically, the temporary permission request further includes an IP address corresponding to the username, and the authentication code is sent one by one through the IP address corresponding to the username included in the request information of the temporary permission.

Step 406 (not shown in the figure), the server sends the verification information (authentication code) to the terminal, so that after receiving the verification information, the terminal stores the verification information (authentication code) in the local storage space; the server receives The access request sent by the terminal includes the authentication information (authentication code) in the header head of the access request.

Specifically, after receiving the authentication code sent by the server, the terminal stores the authentication code in the local storage space; when the terminal accesses the server, generates the access request information, and specifies a character specified in the header part of the request information. The segment includes an authentication code. The authentication code received by the terminal is stored locally. When accessing the server, the authentication code is automatically included in the access request information, which facilitates the terminal to access the server by using the authentication code, and does not need to generate an authentication repeatedly for each access. Code to improve processing efficiency.

Step 407 (not shown in the figure), according to the server receiving the access request of the terminal, extracting the authentication code of the specified location in the header head part of the access request for verification; in the verification process, the server determines and authenticates by traversing The same server authentication code is used to call the temporary account corresponding to the authentication code, so that the terminal accesses the database resources configured in the temporary account through the identity of the temporary account. In order to ensure the uniqueness and validity of the authentication code, when the terminal accesses the server through the authentication code, it needs to perform verification, determine the same authentication code in the server, and then determine that the authentication code is valid, and the corresponding temporary account can be The data resources configured in the access are accessed. If the authentication code does not have the same authentication code in the server, indicating that the authentication code is invalid, the database resource configured in the temporary account cannot be accessed.

In this embodiment, preferably, the method further includes: configuring the rights content for the temporary rights account.

Specifically, according to the expected duration of the project, at the beginning of establishing the temporary permission, a time limit is established for the temporary rights account; by accessing the timer in the server, the time comparison is performed, when the time in the timer and the set end time When the server is the same, the server closes the temporary rights account and deletes the authentication code corresponding to the temporary account from the password list. In order to effectively protect important documents within the company, it is not leaked.

Therefore, in the specific application environment, when the project work is carried out, personnel with different privilege levels participate in one project. Since the project work has a deadline, if each project member is configured with corresponding authority, it needs to be completed after the project is completed. Corresponding reclaiming authority, this management method will cause confusion in the management of rights, which often causes the problem that the participants' rights are not recovered within a long period of time after the project is terminated. By setting the project temporary permission, when the project is started, the corresponding temporary permission is configured for the project, and all users included in the project group have unified temporary authority. After the project group is finished or disbanded, the temporary permission of the project group is canceled. The temporary permissions of the account that removed the project group were canceled. In addition, based on some unexpected situations or temporary situations, sales personnel or sales project teams can apply for temporary permissions, so that a project team can quickly share resources, improve work efficiency, make rights management more convenient, and have clear adjustments. .

In a second aspect, FIG. 5 is a schematic structural diagram of a seat qualification management apparatus according to another embodiment of the present application. The following is a description of a first embodiment of the agent qualification management apparatus provided by the present application. Referring to FIG. 5, the apparatus in this embodiment includes:

The configuration permission requesting module 501 is configured to receive a configuration permission request by the server, where the configuration permission request includes the permission content and the corresponding permission level.

Specifically, the user terminal sends a configuration permission request to the server, where the user terminal includes a user, a project group, a sales department, and the like, and the terminals have requirements for applying for configuration rights, and the user, the project group, the sales department, and the like are all related to sales. .

The configuration permission request sending module 502 is configured to send the configuration permission request to the management terminal.

The verification information obtaining module 503 is configured to receive, by the server, verification information that is sent by the management terminal according to the configuration permission request.

The account privilege opening module 504 is configured to perform authentication on the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, open the privilege for the account corresponding to the configuration permission request.

Specifically, referring to FIG. 6, when the verification information is an authentication code, a set of authentication codes is generated in a random manner, and the verification information obtaining module 503 specifically includes:

The first processing unit 5031 generates a random integer in 33-126, such as 35;

The second processing unit 5032 converts the random integer 35 into a corresponding ASCII code character #3;

The third processing unit 5033 repeats the above steps n times and connects the n-bit password.

Specifically, the device further includes a verification information collation module 505, configured to establish, by the server, the verification information of all the rights accounts in a chronological order to facilitate the management of the authentication code.

In practical applications, the authentication code of a user, project or a certain account of a certain sales department is used to establish a password list in time order, which helps to manage the authentication code.

Specifically, the device further includes a verification information processing module 506, and the server sends the generated verification information to the user terminal, and the user terminal accesses the corresponding account according to the verification information, that is, the user terminal can access the data resource through the verification information.

Specifically, the IP address corresponding to the username included in the request information of the temporary permission is sent one by one.

The following is a description of a second embodiment of the agent qualification management device provided by the present application. Referring to FIG. 7, the device includes a product configuration module 601, which specifically includes:

The historical message collecting unit 6011 is configured to collect historical sales information of the user, and perform statistics on the historical sales information according to the product type, and obtain a user statistical ranking ranked by product type;

In practical applications, the user refers to the product salesperson. Correspondingly, product types include fixed-income wealth management products, risky wealth management products, and life insurance compulsory insurance products. The user statistics ranking refers to the sales statistics of products of different product types within a certain period of time. For example, in a month, A users sell fixed-income wealth management products, risky wealth management products, life insurance compulsory insurance products, B users sell fixed-income wealth management products, risk financial products, and life insurance compulsory insurance products; The product type ranks the sales of the above three types of products by A and B users to understand the sales of each type of product of User A and User B during the month. .

The product rights configuration unit 6012 is configured to obtain the product areas of the top X names in the user statistics ranking, and assign the product agent rights corresponding to the product areas of the first X names to the user when the product agent rights are assigned, where X is not less than 3 The integer.

As a result, different sales personnel, because of the different customer segments and personal expertise, the sales field is different, according to the sales staff's expertise to distribute product agents, so that product sales rights are differentiated, more conducive to products promotion of.

A third embodiment of the agent qualification management apparatus provided by the present application is described below. Referring to FIG. 8 , the apparatus includes a client screening module 701, which specifically includes:

a condition setting unit 7011, configured to preset a first screening condition;

Specifically, based on the actual application, the screening criteria for the pre-set quality customers include those who have reached a certain level of financial management, no breach of contract information, and good credit information.

The customer screening unit 7012 is configured to traverse the user data in the user profile database by using the first screening condition, and classify the user corresponding to the qualified user profile as a key user. Specifically, the qualified users can be marked and extracted to make a list for storage.

The following is a description of a fourth embodiment of the agent qualification management apparatus provided by the present application. As shown in FIG. 9, the apparatus includes a temporary authority configuration module 801, which specifically includes:

The request receiving unit 8011 is configured to receive, by the server, a temporary permission request issued by the terminal, where the temporary permission request includes a user name of the temporary permission member, a content of the temporary authority, and a corresponding permission level;

The temporary account establishing unit 8012 is configured to establish a temporary rights account according to the temporary rights request, and configure the rights content for the temporary rights account, and the rights content includes a database resource that is open to the temporary rights account.

The verification information generating unit 8013 is configured to generate a set of verification information corresponding to the temporary rights account.

After the temporary account is established through the above method and all the members of the project group access the database resources in the name of the temporary account, the members of the project group are required to access the database resources in a unified manner, which avoids the need for different access rights for different database resources. An application for accessing a database resource to be accessed, in this embodiment, a temporary account is directly established by the server based on the permission content and the permission level included in the temporary access request in the project, and the temporary account includes the temporary access request All the rights and content of the database resources accessible by the permission level, all members of the project can access the temporary account through the verification information to achieve access to the data resources, convenient and convenient, and easy to manage permissions.

The verification information is a unique verification code and is generated in a random manner.

Specifically, the verification information generating unit 8013 specifically includes:

a first processing subunit, configured to generate a random integer in 33-126, such as 35;

a second processing subunit, configured to convert the random integer 35 into a corresponding ASCII code character #3;

The third processing sub-unit is configured to repeat the above first processing sub-unit and the second processing sub-unit n times, and connect the n-bit password. The verification information generating unit 8013 is the same as the method for generating the authentication code in the verification information acquiring module 503 in the above embodiment, and details are not described herein again.

Specifically, the device further includes an authentication code collating unit 8014, which is the same as the solution in the verification information collating module 505 in the foregoing embodiment, and is used to establish the passwords of the authentication codes of all the temporary rights accounts in time by the server. List. In practical applications, the authentication code of a temporary user account of a certain user, project or a certain sales department is used to establish a password list in time order, which helps to manage the authentication code.

The device further includes a verification information processing unit 8015, which is the same as the solution in the verification information processing module 506 in the above embodiment, and is used for the server to send the generated verification information to the user terminal, and the user terminal accesses the information according to the verification information. The account, that is, the user terminal can access the data resource through the verification information.

Specifically, the verification information processing unit 8015 specifically includes:

The storage subunit is configured to send, by the server, the verification information (authentication code) to the terminal, so that the terminal stores the verification information (authentication code) in the local storage space after receiving the verification information.

The access request generation subunit is configured to receive, by the server, an access request sent by the terminal, where the header of the access request includes verification information (authentication code).

More specifically, the verification information processing unit 8015 specifically includes:

An authentication subunit, configured to: according to the access request received by the server, extract an authentication code of a specified location in a header of the access request for authentication;

The temporary account calling subunit is configured to determine, by the server, the same server authentication code as the authentication code, and call the temporary account corresponding to the authentication code, so that the terminal accesses the temporary account through the identity of the temporary account. Database resources.

In order to ensure the uniqueness and validity of the authentication code, when the terminal accesses the server through the authentication code, it needs to perform authentication, determine the same authentication code in the server, and then determine that the authentication code is valid, and the corresponding temporary account can be The data resources configured in the access are accessed. If the authentication code does not have the same authentication code in the server, indicating that the authentication code is invalid, the database resource configured in the temporary account cannot be accessed.

In this embodiment, the device further includes a time limit setting unit 8016, configured to configure the rights content for the temporary rights account, specifically:

a time limit establishing sub-unit for setting a time limit for the temporary rights account according to an estimated duration of the project;

a temporary account processing sub-unit, configured to: when the timer in the server reaches the existence time limit, the server closes the temporary rights account.

Specifically, the time comparison is performed by accessing a timer in the server. When the time in the timer is the same as the set end time, the server closes the temporary right account, and the authentication code corresponding to the temporary account is from the password list. delete. In order to effectively protect important documents within the company, it is not leaked.

In a third aspect, the present application also provides a server. Referring to FIG. 10, the server includes a processor, a non-volatile storage medium, a memory, and a network interface connected through a system bus.

The processor of the computer device is used to provide computing and control capabilities to support the operation of the entire computer device. Computer readable instructions may be stored in the memory of the computer device, the computer readable instructions being executable by the processor to cause the processor to perform a task statistics method. The network interface of the computer device is used to communicate with the terminal connection.

The non-volatile storage medium of the computer device stores an operating system, a database, and computer readable instructions. The database may store a sequence of control information. When the computer readable instructions are executed by the processor, the processor may implement a processor. Kind of agent qualification management method.

The processor can implement the functions of the configuration authority request module, the configuration authority request sending module, the verification information acquisition module, and the account authority opening module in the embodiment shown in FIG. 5, and the non-volatile storage medium and the memory can implement the implementation shown in FIG. The storage features required in the example.

It will be understood by those skilled in the art that the structure shown in FIG. 10 is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation of the computer device to which the solution of the present application is applied. The specific computer device may It includes more or fewer components than those shown in the figures, or some components are combined, or have different component arrangements.

In a fourth aspect, the present application further provides a storage medium storing computer readable instructions, when executed by one or more processors, causing one or more processors to perform a seat qualification management method as in the first aspect .

The seat qualification management method, device and storage medium provided by the application have the following advantages:

1. Through the custom configuration of the permissions, the permissions configuration is more flexible, the rationality of the rights management is improved, and the communication between the sales personnel is ensured smoothly.

2. According to the field and product characteristics that different sales personnel are good at, the authority distribution of product agents is made, so that the product sales authority has a certain degree of differentiation, which is more conducive to product sales.

3, through the screening of users, screening out high-quality customers, can be targeted sales, to prevent the loss of quality customers.

4. The configuration of temporary authority based on specific projects makes the authority management more convenient and clear and rational.

In addition, each functional unit in each embodiment of the present application may be integrated into one processing module, or each unit may exist physically separately, or two or more units may be integrated into one module. The above integrated modules can be implemented in the form of hardware or in the form of software functional modules. The integrated modules, if implemented in the form of software functional modules and sold or used as stand-alone products, may also be stored in a computer readable storage medium.

It can be understood by those skilled in the art that all or part of the processes in the above embodiments may be completed by a computer program for instructing related hardware, and the computer program may be stored in a computer readable storage medium, and the program is executed. At the time, the flow of the embodiment of each of the above methods may be included. The storage medium may be a non-volatile storage medium such as a magnetic disk, an optical disk, a read-only memory (ROM), or a random access memory (RAM).

Claims

A seat qualification management method includes the following steps:

The server receives the configuration permission request, where the configuration permission request includes the permission content and the corresponding permission level;

Sending the configuration permission request to the management terminal;

The server receives verification information that is sent by the management terminal according to the configuration permission request;

The server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the account corresponding to the configuration permission request is opened.
The agent qualification management method according to claim 1, further comprising:

Collecting historical sales information of the user, and performing statistics on the historical sales information according to the product type, and obtaining a user statistical ranking ranked by product type;

Obtaining a product area of the top X name in the user statistical ranking, and assigning a product agent right corresponding to the product area of the top X name to the user when the product agent authority is assigned, where X is an integer not less than 3 .
The agent qualification management method according to claim 1, further comprising:

Presetting the first screening condition;

The user data is traversed in the user profile database by the first screening condition, and the user corresponding to the qualified user profile is listed as a key user.
The agent qualification management method according to claim 1, further comprising:

The server receives a temporary permission request issued by the terminal, where the temporary permission request includes a user name of the temporary permission member, a content of the temporary authority, and a corresponding permission level;

Establishing a temporary rights account according to the temporary permission request, and configuring rights content for the temporary rights account, where the rights content includes a database resource that is open to the temporary rights account;

A set of verification information corresponding to the temporary rights account is generated.
The agent qualification management method according to claim 4, further comprising:

Sending, by the server, the verification information to the terminal, so that after receiving the verification information, the terminal stores the verification information in a local storage space;

The server receives an access request sent by the terminal, where the header of the access request includes the verification information.
The agent qualification management method according to claim 4, further comprising:

Configuring the rights content for the temporary rights account, specifically including:

According to the estimated duration of the project, the time limit for the provisional rights account is set;

When the timer in the server reaches the existence time limit, the server closes the temporary rights account.
A seat qualification management device, comprising:

Configuring a permission requesting module, configured to receive a configuration permission request by the server, where the configuration permission request includes a permission content and a corresponding permission level;

Configuring a permission request sending module, configured to send the configuration permission request to the management terminal;

a verification information obtaining module, configured to receive, by the server, verification information that is sent by the management terminal according to the configuration permission request;

The account authority opening module is configured to perform, by the server, the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, open the right for the account corresponding to the configuration permission request.
The agent qualification management device according to claim 7, further comprising: a product configuration module, specifically comprising:

The historical message collecting unit is configured to collect historical sales information of the user, and perform statistics on the historical sales information according to the product type, and obtain a user statistical ranking ranked by product type;

a product authority configuration unit, configured to acquire a product area of a top X name in the user statistical ranking, and assign a product agent right corresponding to the product area of the top X name to the user when assigning a product agent right, wherein X is an integer not less than 3.
A server includes: a memory for storing an executable program; and a processor for implementing the following steps of the agent qualification management method when the executable program stored in the memory is executed:

The server receives a configuration permission request, where the configuration permission request includes a permission content and a corresponding permission level;

Sending the configuration permission request to the management terminal;

The server receives verification information that is sent by the management terminal according to the configuration permission request;

The server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the account corresponding to the configuration permission request is opened.
The server of claim 9 further comprising:

Collecting historical sales information of the user, and performing statistics on the historical sales information according to the product type, and obtaining a user statistical ranking ranked by product type;

Obtaining a product area of the top X name in the user statistical ranking, and assigning a product agent right corresponding to the product area of the top X name to the user when the product agent authority is assigned, where X is an integer not less than 3 .
The server of claim 9 further comprising:

Presetting the first screening condition;

The user data is traversed in the user profile database by the first screening condition, and the user corresponding to the qualified user profile is listed as a key user.
The server of claim 9 further comprising:

The server receives a temporary permission request issued by the terminal, where the temporary permission request includes a user name of the temporary permission member, a content of the temporary authority, and a corresponding permission level;

Establishing a temporary rights account according to the temporary permission request, and configuring rights content for the temporary rights account, where the rights content includes a database resource that is open to the temporary rights account;

A set of verification information corresponding to the temporary rights account is generated.
The server of claim 12, further comprising:

Sending, by the server, the verification information to the terminal, so that after receiving the verification information, the terminal stores the verification information in a local storage space;

The server receives an access request sent by the terminal, where the header of the access request includes the verification information.
The server of claim 12, further comprising:

Configuring the rights content for the temporary rights account, specifically including:

According to the estimated duration of the project, the time limit for the provisional rights account is set;

The server closes the temporary rights account when the timer in the server reaches the existence time limit.
A non-volatile storage medium storing computer readable instructions, when executed by one or more processors, causing one or more processors to perform the following steps of an agent qualification management method :

The server receives the configuration permission request, where the configuration permission request includes the permission content and the corresponding permission level;

Sending the configuration permission request to the management terminal;

The server receives verification information that is sent by the management terminal according to the configuration permission request;

The server authenticates the account corresponding to the configuration permission request according to the verification information, and after the authentication is passed, the account corresponding to the configuration permission request is opened.
The nonvolatile storage medium of claim 15, further comprising:

Collecting historical sales information of the user, and performing statistics on the historical sales information according to the product type, and obtaining a user statistical ranking ranked by product type;

Obtaining a product area of the top X name in the user statistical ranking, and assigning a product agent right corresponding to the product area of the top X name to the user when the product agent authority is assigned, where X is an integer not less than 3 .
The nonvolatile storage medium of claim 15, further comprising:

Presetting the first screening condition;

The user data is traversed in the user profile database by the first screening condition, and the user corresponding to the qualified user profile is listed as a key user.
The nonvolatile storage medium of claim 15, further comprising:

The server receives a temporary permission request issued by the terminal, where the temporary permission request includes a user name of the temporary permission member, a content of the temporary authority, and a corresponding permission level;

Establishing a temporary rights account according to the temporary permission request, and configuring rights content for the temporary rights account, where the rights content includes a database resource that is open to the temporary rights account;

A set of verification information corresponding to the temporary rights account is generated.
The nonvolatile storage medium of claim 18, further comprising:

Sending, by the server, the verification information to the terminal, so that after receiving the verification information, the terminal stores the verification information in a local storage space;

The server receives an access request sent by the terminal, where the header of the access request includes the verification information.
The nonvolatile storage medium of claim 18, further comprising:

Configuring the rights content for the temporary rights account, specifically including:

According to the estimated duration of the project, the time limit for the provisional rights account is set;

When the timer in the server reaches the existence time limit, the server closes the temporary rights account.