Matching model construction method and device, orphan policy distribution method and device, medium and terminal

A matching model and construction method technology, applied in the field of communication, can solve problems such as low additional sales rate and misalignment of salespersons, and achieve the effect of reducing dimensions and simplifying algorithms

Active Publication Date: 2018-09-21
CHINA PING AN LIFE INSURANCE CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The embodiment of the present invention provides a matching model construction method, an orphan list distribution method, a device, a storage medium, and a terminal, so as to solve the problems in the prior art that when allocating orphan lists, the salesperson is not correct and the additional sales rate is low

Method used

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  • Matching model construction method and device, orphan policy distribution method and device, medium and terminal
  • Matching model construction method and device, orphan policy distribution method and device, medium and terminal
  • Matching model construction method and device, orphan policy distribution method and device, medium and terminal

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Embodiment 2

[0105] Figure 4 A structural diagram of the matching model construction device provided by the embodiment of the present invention is shown, and for convenience of description, only parts related to the embodiment of the present invention are shown.

[0106] In the embodiment of the present invention, the matching model construction device is used to realize the above figure 1 , figure 2 , image 3 The matching model construction method described in the embodiments may be a software unit, a hardware unit or a combination of software and hardware built in the terminal.

[0107] refer to Figure 4 , the matching model construction device includes:

[0108] An indicator acquisition module 41, configured to acquire customer indicators to be analyzed and salesman indicators to be analyzed;

[0109] The correlation analysis module 42 is used to perform correlation analysis on the customer indicators to be analyzed, generate key customer indicators corresponding to orphan list...

Embodiment 3

[0128] Figure 5 A flow chart of the implementation of the method for allocating orphans in this embodiment is shown. The method for allocating orphan bills can be applied to terminal equipment of insurance institutions or other institutions, so as to allocate orphan bills on demand. Such as Figure 5 As shown, the orphan list allocation method includes the following steps:

[0129] In step S501, an orphan single-matching model is acquired.

[0130] In the embodiment of the present invention, the orphan list allocation model adopts the model obtained by the matching model construction method described in Embodiment 1. For each orphan list, the orphan list matching model calculates the salesman's matching score according to the matching rules and weights satisfied between the salesman and the customer of the orphan list.

[0131] In step S502, acquire the orphan list to be allocated and its feature information, and acquire all salespersons of the organization where the orph...

Embodiment 4

[0144] Image 6 The structure diagram of the device for allocating orphans provided by the embodiment of the present invention is shown, and for the convenience of description, only the parts related to the embodiment of the present invention are shown.

[0145] In the embodiment of the present invention, the orphan list allocation device is used to realize the above Figure 5 The method for allocating orphans described in the embodiments may be a software unit, a hardware unit, or a combination of software and hardware built into the terminal.

[0146] refer to Image 6 , the orphan single allocator includes:

[0147] A model acquisition module 61, configured to acquire an orphan single-matching model;

[0148] The feature acquisition module 62 is used to acquire the orphan list to be allocated and its feature information, and to acquire all salespersons of the institution where the orphan list to be allocated and its feature information;

[0149] The matching module 63 i...

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Abstract

The invention is suitable for the technical field of communication, and provides a matching model construction method. The method comprises the following steps of: obtaining a to-be-analyzed customerindex and a to-be-analyzed salesman index; carrying out correlation analysis on the to-be-analyzed customer index to generate a customer key index corresponding to an orphan policy and carrying out correlation analysis on the to-be-analyzed salesman index to generate a salesman key index corresponding to the orphan policy; carrying out association rule analysis on the customer key index and the salesman key index to generate a matching rule; and generating a derivative variable according to the matching rule and constructing an orphan policy matching model on the basis of the matching rule ofthe derivative variable. The invention furthermore provides an orphan policy distribution method for orphan policy matching models which are obtained on the basis of the matching model construction method, so that the problems that the salesmen are mismatched and the additional sales rate is low during the orphan policy distribution in the prior art are solved.

Description

technical field [0001] The invention belongs to the technical field of communication, and in particular relates to a matching model construction method, an orphan list allocation method, a device, a storage medium and a terminal. Background technique [0002] Orphan bills are a worry for all customers who buy insurance. The so-called orphan policy refers to the insurance policy without professional services. For example, after a customer purchases an insurance policy from insurance salesman A, if the insurance salesman A resigns or dies and the insurance purchased by the customer is not served, the insurance policy purchased by the customer will become an orphan. [0003] In the prior art, the insurance clerk who provides the service is re-appointed to the orphan list by means of random allocation. However, this distribution method is not suitable. It does not take into account the enthusiasm and cooperation of the insurance salesperson. For example, the living distance be...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/08
CPCG06Q10/063112G06Q40/08
Inventor 蔡昀
Owner CHINA PING AN LIFE INSURANCE CO LTD
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