Business progress monitoring method and device and computer readable storage medium

A business and progress technology, applied in the direction of computing, instruments, data processing applications, etc., can solve problems such as not strict control of salesman's business processing progress, loss of company customers, and reduced customer experience, so as to achieve high-efficiency business progress monitoring and reduce Monitor costs and save computing resources

Pending Publication Date: 2020-07-10
CHINA PING AN PROPERTY INSURANCE CO LTD
0 Cites 0 Cited by

AI-Extracted Technical Summary

Problems solved by technology

[0002] With the continuous improvement of market competitiveness, companies are paying more and more attention to the processing of the company's business. However, due to the large number of businesses, the business in the hands of the salesman cannot be processed in time, or is forgotten, resulting in the shelving of the business processing p...
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Method used

The embodiment of the present invention obtains salesman information and business information, carries out feature extraction to described business information, obtains business characteristic, according to described business characteristic, described business information is classified and processed, obtains business level and different business level According to the salesperson information, the business is assigned to the salesperson of the corresponding level, which realizes the precise matching of the business and the salesperson, and ensures that the business can be processed by the corresponding salesperson; according to the preset monitoring trigger conditions, choose whether to Monitor the busine...
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Abstract

The invention relates to an artificial intelligence technology, the invention discloses a business progress monitoring method, which comprises the following steps of: acquiring salesman information and business information, performing feature extraction on the business information, performing classification processing on the business information according to business features to obtain business levels, and allocating businesses with different business levels to salesmen with corresponding levels; according to a preset monitoring triggering condition, selecting whether to monitor the service ofthe salesman or not; when the business of the salesman is monitored, calculating the execution progress of the existing business of the salesman needing to be monitored, obtaining the business progress, and performing progress prompting on the corresponding salesman; and recording a monitoring log generated in a service monitoring process by utilizing a preset log plug-in, and outputting the monitoring log. The invention further provides a business progress monitoring device, electronic equipment and a computer readable storage medium. According to the invention, the problems that the business processing progress is not strictly controlled and the business cannot be completed in time can be solved.

Application Domain

Technology Topic

Image

  • Business progress monitoring method and device and computer readable storage medium
  • Business progress monitoring method and device and computer readable storage medium
  • Business progress monitoring method and device and computer readable storage medium

Examples

  • Experimental program(1)

Example Embodiment

[0047] It should be understood that the specific embodiments described herein are only used to explain the present invention, but not to limit the present invention.
[0048] The invention provides a business progress monitoring method. Reference figure 1 As shown, it is a schematic flowchart of a method for monitoring business progress provided by an embodiment of the present invention. The method can be executed by a device, and the device can be implemented by software and/or hardware.
[0049] In this embodiment, the business progress monitoring method includes:
[0050] S1. Obtain clerk information and business information, extract the features of the business information to obtain the business features, classify the business information according to the business features, and obtain the business level, and perform different business levels according to the The salesperson information is assigned to the salesperson of the corresponding level.
[0051] In detail, the embodiment of the present invention can obtain the clerk information and business information from an existing storage database. The clerk information includes the level of the clerk, and the level indicates the difficulty and level of the business that the clerk can handle. The type of business, the business information includes the deadline of the business, the urgency of the business, etc., and the storage database may be a mysql database or an oracle database.
[0052] In detail, the embodiment of the present invention performs feature extraction on the business information through a preset feature extraction model to obtain business features.
[0053] Preferably, the preset feature extraction model is a pre-trained convolutional neural network with feature extraction function, which can extract business features in the business information.
[0054] Further, the embodiment of the present invention further includes training the feature extraction model, and the training process includes:
[0055] Step A: randomly generating training service information and standard service characteristics corresponding to the training service information;
[0056] Step B: Use the convolutional neural network to transform the training service information to obtain the transformed service characteristics;
[0057] Step C: Input the converted business characteristics and the standard business characteristics into the loss function of the convolutional neural network for calculation to obtain a loss value. When the loss value is greater than or equal to a preset loss threshold, adjust For the convolutional neural network parameters, return to step B to perform conversion again;
[0058] Step D: When the loss value is less than the preset loss threshold, a trained convolutional neural network is obtained.
[0059] Further, the loss function of the convolutional neural network is as follows:
[0060]
[0061] among them, Represents the characteristics of the conversion business, Y represents the standard business characteristics, and α represents the error factor, which is a preset constant. To represent the loss function, The smaller the model, the better the performance of the model.
[0062] Further, the embodiment of the present invention classifies the business information according to the business characteristics, and obtains the business level means that the business is divided into different levels according to the business characteristics, and the different levels of business are compared with the level of the salesperson. A mapping relationship is formed so that subsequent tasks can be accurately assigned to salespersons who are capable of handling this business.
[0063] In the embodiment of the present invention, different levels of salespersons can handle different services. According to the level of each business, the business is dispatched to the salesman of the corresponding level for processing. Therefore, the business progress monitoring system realizes automatic dispatch of workers.
[0064] S2. According to preset monitoring trigger conditions, select whether to monitor the business of the salesperson.
[0065] Further, the selecting whether to monitor the business of the salesperson according to the preset monitoring trigger condition includes:
[0066] Calculate the monitoring level t of the salesperson i :
[0067] t i =P i +d i +A i -T i;
[0068] Where P i Indicates the level of business held by the salesperson; d i Indicates the deadline for the business held by the salesperson; A i The urgency of the business held by the salesperson; T i For the salesman's own level;
[0069] If the monitoring level t i If it is less than or equal to the preset monitoring threshold X, the salesperson will not be monitored;
[0070] If the monitoring level t i If it is greater than the monitoring threshold X, the salesperson is monitored.
[0071] Wherein, the monitoring threshold X can be calculated by the following function:
[0072]
[0073] Among them, i is the number of businesses held by the salesperson, t i Is the level of the business.
[0074] S3. When performing the monitoring of the business of the salesperson, calculate the execution progress of the existing business of the salesperson to be monitored, obtain the business progress, and prompt the corresponding salesperson according to the business progress.
[0075] Further, the calculation of the execution progress of the existing business of the salesperson that needs to be monitored, and obtaining the business progress includes:
[0076] Use the following formula to calculate business progress:
[0077] Y=t/T
[0078] Among them, Y is the progress of the business, t is the length of time the business clerk holds the business, and T is the length of time the business is received from the clerk to the business deadline.
[0079] When the calculation is completed, the business progress is obtained and the business progress is sent to the clerk to remind the clerk to process as soon as possible. The embodiment of the present invention sends the expected progress of the business to the business by means of short messages, robot voice calls, etc. Clerk, prompt for progress.
[0080] S4. Use the preset log plug-in to record the monitoring log generated in the business monitoring process and output the monitoring log.
[0081] Further, the embodiment of the present invention records the monitoring logs generated during the business monitoring process according to the preset log4j plug-in (plug-in for writing logs), so as to achieve the purpose of monitoring the business processes of all modules.
[0082] In detail, the use of the preset log plug-in to record the monitoring log generated during the business monitoring process includes:
[0083] Initiate a call request to the log plugin;
[0084] The log plug-in judges whether the operating environment can generate a monitoring log, and returns the judgment result;
[0085] When the judgment result meets the condition for generating a monitoring log, run the log plugin to generate a monitoring log.
[0086] Further, in the embodiment of the present invention, the call request is a request field that contains a date-tag, and the return value of the date-tag is a Boolean value, which can be represented by 0 and 1. When the log plug-in determines to run When the environment cannot generate the monitoring log, a value of 0 is returned, and the generation of the monitoring log is rejected; when the log plugin determines that the operating environment can generate the monitoring log, a value of 1 is returned, and the log plugin is run to generate Monitor logs.
[0087] Further, after the log is recorded, the embodiment of the present invention outputs the monitoring log in the form of html webpage or word document.
[0088] The embodiment of the present invention obtains salesperson information and business information, extracts the features of the business information to obtain the business features, and classifies the business information according to the business features to obtain the business level and the business basis of different business levels The clerk information is assigned to the clerk of the corresponding level to achieve precise matching between the business and the clerk, ensuring that the business can be processed by the corresponding clerk; according to the preset monitoring trigger conditions, choose whether to perform the business of the clerk Monitoring reduces unnecessary monitoring, saves computing resources, and reduces monitoring costs; when performing monitoring of the salesperson’s business, calculate the execution progress of the salesperson’s current business that needs to be monitored, and obtain the business progress according to all According to the business progress, it prompts the corresponding salesman to display the business progress digitally and intuitively, so that the salesman can accurately control the business progress. Therefore, the business progress monitoring method, device and computer-readable storage medium provided by the present invention can realize low-cost and efficient business progress monitoring.
[0089] Such as figure 2 Shown is the functional module diagram of the business progress monitoring method device of the present invention.
[0090] The business progress monitoring device 100 of the present invention can be installed in electronic equipment. According to the implemented functions, the business progress monitoring method device may include an automatic dispatch module 101, a monitoring module 102, a progress calculation module 103, and a log generation module 104. The module described in the present invention can also be called a unit, which refers to a series of computer program segments that can be executed by the processor of an electronic device and can complete fixed functions, and are stored in the memory of the electronic device.
[0091] In this embodiment, the functions of each module/unit are as follows:
[0092] The automatic dispatching module 101 is used to obtain clerk information and business information, extract the characteristics of the business information to obtain the business characteristics, and classify the business information according to the business characteristics to obtain the business level and Services with different business levels are allocated to salespersons of corresponding levels according to the salesperson information;
[0093] The monitoring module 102 is configured to select whether to monitor the business of the salesperson according to preset monitoring trigger conditions;
[0094] The progress calculation module 103 is used to calculate the execution progress of the existing business of the salesperson that needs to be monitored when performing the monitoring of the business of the salesperson, to obtain the business progress, and to prompt the corresponding salesperson according to the business progress ;
[0095] The log generation module 104 is configured to use a preset log plug-in to record the monitoring log generated in the business monitoring process and output the monitoring log;
[0096] In detail, the specific implementation steps of each module of the business progress monitoring device are as follows:
[0097] The automatic dispatch module 101 obtains salesperson information and business information, extracts the features of the business information to obtain the business features, and classifies the business information according to the business features to obtain the business level and the business of different business levels According to the salesperson information, it is assigned to the salesperson of the corresponding level.
[0098] In detail, the embodiment of the present invention can obtain the clerk information and business information from an existing storage database. The clerk information includes the level of the clerk, and the level indicates the difficulty and level of the business that the clerk can handle. The type of business, the business information includes the deadline of the business, the urgency of the business, etc., and the storage database may be a mysql database or an oracle database.
[0099] In detail, the embodiment of the present invention performs feature extraction on the business information through a preset feature extraction model to obtain business features.
[0100] Preferably, the preset feature extraction model is a pre-trained convolutional neural network with feature extraction function, which can extract business features in the business information.
[0101] Further, the embodiment of the present invention further includes training the feature extraction model, and the training process includes:
[0102] Step A: randomly generating training service information and standard service characteristics corresponding to the training service information;
[0103] Step B: Use the convolutional neural network to transform the training service information to obtain the transformed service characteristics;
[0104] Step C: Input the converted business characteristics and the standard business characteristics into the loss function of the convolutional neural network for calculation to obtain a loss value. When the loss value is greater than or equal to a preset loss threshold, adjust For the convolutional neural network parameters, return to step B to perform conversion again;
[0105] Step D: When the loss value is less than the preset loss threshold, a trained convolutional neural network is obtained.
[0106] Further, the loss function of the convolutional neural network is as follows:
[0107]
[0108] among them, Represents the characteristics of the conversion business, Y represents the standard business characteristics, and α represents the error factor, which is a preset constant. To represent the loss function, The smaller the model, the better the performance of the model.
[0109] Further, the embodiment of the present invention classifies the business information according to the business characteristics, and obtains the business level means that the business is divided into different levels according to the business characteristics, and the different levels of business are compared with the level of the salesperson. A mapping relationship is formed so that subsequent tasks can be accurately assigned to salespersons who are capable of handling this business.
[0110] In the embodiment of the present invention, different levels of salespersons can handle different services. According to the level of each business, the business is dispatched to the salesman of the corresponding level for processing. Therefore, the business progress monitoring system realizes automatic dispatch of workers.
[0111] The monitoring module 102 selects whether to monitor the business of the salesperson according to preset monitoring trigger conditions.
[0112] Further, the selecting whether to monitor the business of the salesperson according to the preset monitoring trigger condition includes:
[0113] Calculate the monitoring level t of the salesperson i :
[0114] t i =P i +d i +A i -T i;
[0115] Where P i Indicates the level of business held by the salesperson; d i Indicates the deadline for the business held by the salesperson; A i The urgency of the business held by the salesperson; T i For the salesman's own level;
[0116] If the monitoring level t i If it is less than or equal to the preset monitoring threshold X, the salesperson will not be monitored;
[0117] If the monitoring level t i If it is greater than the monitoring threshold X, the salesperson is monitored.
[0118] Wherein, the monitoring threshold X can be calculated by the following function:
[0119]
[0120] Among them, i is the number of businesses held by the salesperson, t i Is the level of the business.
[0121] The progress calculation module 103 calculates the execution progress of the existing business of the salesperson to be monitored when performing the monitoring of the business of the salesperson, obtains the business progress, and prompts the corresponding salesperson according to the business progress.
[0122] Further, the calculation of the execution progress of the existing business of the salesperson that needs to be monitored, and obtaining the business progress includes:
[0123] Use the following formula to calculate business progress:
[0124] Y=t/T
[0125] Among them, Y is the progress of the business, t is the length of time the business clerk holds the business, and T is the length of time the business is received from the clerk to the business deadline.
[0126] When the calculation is completed, the business progress is obtained and the business progress is sent to the clerk to remind the clerk to process as soon as possible. The embodiment of the present invention sends the expected progress of the business to the business by means of short messages, robot voice calls, etc. Clerk, prompt for progress.
[0127] The log generation module 104 uses a preset log plug-in to record the monitoring log generated during the business monitoring process and output the monitoring log.
[0128] Further, the embodiment of the present invention records the monitoring logs generated during the business monitoring process according to the preset log4j plug-in (plug-in for writing logs), so as to achieve the purpose of monitoring the business processes of all modules.
[0129] In detail, the use of the preset log plug-in to record the monitoring log generated during the business monitoring process includes:
[0130] Initiate a call request to the log plugin;
[0131] The log plug-in judges whether the operating environment can generate a monitoring log, and returns the judgment result;
[0132] When the judgment result meets the condition for generating a monitoring log, run the log plugin to generate a monitoring log.
[0133] Further, in the embodiment of the present invention, the call request is a request field that contains a date-tag, and the return value of the date-tag is a Boolean value, which can be represented by 0 and 1. When the log plug-in determines to run When the environment cannot generate the monitoring log, a value of 0 is returned, and the generation of the monitoring log is rejected; when the log plugin determines that the operating environment can generate the monitoring log, a value of 1 is returned, and the log plugin is run to generate Monitor logs.
[0134] Further, after the log is recorded, the embodiment of the present invention outputs the monitoring log in the form of html webpage or word document.
[0135] Such as image 3 As shown, it is a schematic structural diagram of an electronic device that implements the business progress monitoring method of the present invention.
[0136] The electronic device 1 may include a processor 10, a memory 11, and a bus, and may also include a computer program stored in the memory 11 and running on the processor 10, such as a business progress monitoring program 12.
[0137] Wherein, the memory 11 includes at least one type of readable storage medium, the readable storage medium includes flash memory, mobile hard disk, multimedia card, card-type memory (for example: SD or DX memory, etc.), magnetic memory, magnetic disk, CD etc. The memory 11 may be an internal storage unit of the electronic device 1 in some embodiments, such as a mobile hard disk of the electronic device 1. In other embodiments, the memory 11 may also be an external storage device of the electronic device 1, such as a plug-in mobile hard disk, a smart memory card (Smart Media Card, SMC), and a secure digital (Secure Digital, SD) card, flash card (Flash Card), etc. Further, the memory 11 may also include both an internal storage unit of the electronic device 1 and an external storage device. The memory 11 can be used not only to store application software and various data installed in the electronic device 1, such as the code of a business progress monitoring program, etc., but also to temporarily store data that has been output or will be output.
[0138] The processor 10 may be composed of integrated circuits in some embodiments, for example, may be composed of a single packaged integrated circuit, or may be composed of multiple integrated circuits with the same function or different functions, including one or more Combinations of central processing unit (CPU), microprocessor, digital processing chip, graphics processor, and various control chips. The processor 10 is the control core (Control Unit) of the electronic device, which uses various interfaces and lines to connect the various components of the entire electronic device, and runs or executes programs or modules stored in the memory 11 (such as executing Business progress monitoring programs, etc.), and call data stored in the memory 11 to execute various functions of the electronic device 1 and process data.
[0139] The bus may be a peripheral component interconnect (PCI) bus or an extended industry standard architecture (EISA) bus. The bus can be divided into address bus, data bus, control bus, etc. The bus is configured to implement connection and communication between the memory 11 and at least one processor 10 and the like.
[0140] image 3 Only electronic devices with components are shown, and those skilled in the art can understand that, image 3 The illustrated structure does not constitute a limitation on the electronic device 1, and may include fewer or more components than shown, or a combination of certain components, or a different component arrangement.
[0141] For example, although not shown, the electronic device 1 may also include a power source (such as a battery) for supplying power to various components. Preferably, the power source may be logically connected to the at least one processor 10 through a power management device, thereby controlling power The device implements functions such as charge management, discharge management, and power consumption management. The power supply may also include any components such as one or more DC or AC power supplies, recharging devices, power failure detection circuits, power converters or inverters, and power status indicators. The electronic device 1 may also include various sensors, Bluetooth modules, Wi-Fi modules, etc., which will not be repeated here.
[0142] Further, the electronic device 1 may also include a network interface. Optionally, the network interface may include a wired interface and/or a wireless interface (such as a WI-FI interface, a Bluetooth interface, etc.), which is usually used in the electronic device 1 Establish a communication connection with other electronic devices.
[0143] Optionally, the electronic device 1 may also include a user interface. The user interface may be a display (Display) and an input unit (such as a keyboard (Keyboard)). Optionally, the user interface may also be a standard wired interface or a wireless interface. Optionally, in some embodiments, the display may be an LED display, a liquid crystal display, a touch liquid crystal display, an OLED (Organic Light-Emitting Diode, organic light-emitting diode) touch device, etc. Among them, the display may also be appropriately called a display screen or a display unit, which is used to display the information processed in the electronic device 1 and to display a visualized user interface.
[0144] It should be understood that the described embodiments are for illustrative purposes only, and are not limited by this structure in the scope of the patent application.
[0145] The business progress monitoring method program 12 stored in the memory 11 in the electronic device 1 is a combination of multiple instructions. When running in the processor 10, it can realize:
[0146] Obtain clerk information and business information, extract the characteristics of the business information to obtain business characteristics, classify the business information according to the business characteristics, obtain the business level, and perform different business levels according to the business clerk The information is allocated to the salesman of the corresponding level;
[0147] According to preset monitoring trigger conditions, choose whether to monitor the business of the salesperson;
[0148] When monitoring the business of the salesperson, calculate the execution progress of the current business of the salesperson to be monitored, obtain the business progress, and prompt the corresponding salesperson according to the business progress;
[0149] A preset log plug-in is used to record the monitoring log generated during the business monitoring process and output the monitoring log.
[0150] Specifically, the processor 10 can refer to the specific implementation method of the above instructions figure 1 The description of the relevant steps in the corresponding embodiment will not be repeated here.
[0151] Further, if the integrated module/unit of the electronic device 1 is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer readable storage medium. The computer-readable medium may include: any entity or device capable of carrying the computer program code, recording medium, U disk, mobile hard disk, magnetic disk, optical disk, computer memory, read-only memory (ROM, Read-Only Memory) .
[0152] In the several embodiments provided by the present invention, it should be understood that the disclosed equipment, device, and method may be implemented in other ways. For example, the device embodiments described above are merely illustrative. For example, the division of the modules is only a logical function division, and there may be other division methods in actual implementation.
[0153] The modules described as separate components may or may not be physically separated, and the components displayed as modules may or may not be physical units, that is, they may be located in one place, or they may be distributed on multiple network units. Some or all of the modules may be selected according to actual needs to achieve the objectives of the solutions of the embodiments.
[0154] In addition, the functional modules in the various embodiments of the present invention may be integrated into one processing unit, or each unit may exist alone physically, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware, or may be implemented in the form of hardware plus software functional modules.
[0155] For those skilled in the art, it is obvious that the present invention is not limited to the details of the foregoing exemplary embodiments, and the present invention can be implemented in other specific forms without departing from the spirit or basic characteristics of the present invention.
[0156] Therefore, from any point of view, the embodiments should be regarded as exemplary and non-limiting. The scope of the present invention is defined by the appended claims rather than the foregoing description, and therefore it is intended to fall within the claims. All changes within the meaning and scope of the equivalent elements of are included in the present invention. Any associated diagram marks in the claims should not be regarded as limiting the claims involved.
[0157] In addition, it is obvious that the word "including" does not exclude other units or steps, and the singular does not exclude the plural. Multiple units or devices stated in the system claims can also be implemented by one unit or device through software or hardware. The second class words are used to indicate names, and do not indicate any specific order.
[0158] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention and not to limit them. Although the present invention has been described in detail with reference to the preferred embodiments, those of ordinary skill in the art should understand that the technical solutions of the present invention can be Modifications or equivalent replacements are made without departing from the spirit and scope of the technical solution of the present invention.
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to view more

PUM

no PUM

Description & Claims & Application Information

We can also present the details of the Description, Claims and Application information to help users get a comprehensive understanding of the technical details of the patent, such as background art, summary of invention, brief description of drawings, description of embodiments, and other original content. On the other hand, users can also determine the specific scope of protection of the technology through the list of claims; as well as understand the changes in the life cycle of the technology with the presentation of the patent timeline. Login to view more.
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to view more

Similar technology patents

Classification and recommendation of technical efficacy words

  • Reduce monitoring costs
  • Save computing resources
Who we serve
  • R&D Engineer
  • R&D Manager
  • IP Professional
Why Eureka
  • Industry Leading Data Capabilities
  • Powerful AI technology
  • Patent DNA Extraction
Social media
Try Eureka
PatSnap group products