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Product transaction management method and device, server, equipment and medium

A management method and server technology, applied in the field of product management, can solve the problems of difficult-to-cooperate project maintenance, inability to guarantee comprehensive product management, and labor-intensive problems.

Pending Publication Date: 2020-07-14
CHINA CONSTRUCTION BANK
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The disadvantage of the above scheme is that the agreed agreements are all paper-based preservation documents. For project products with different charging methods, it is necessary to manually record the charging time, and it is necessary to manually find out the product agreement documents that need to be charged from the preserved agreement documents. The search process is complex and labor-intensive, making it difficult to carry out effective post-maintenance of cooperative projects, and unable to guarantee comprehensive management of the product transaction process

Method used

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  • Product transaction management method and device, server, equipment and medium
  • Product transaction management method and device, server, equipment and medium
  • Product transaction management method and device, server, equipment and medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0037] figure 1 It is a schematic flowchart of the product transaction management method in Embodiment 1 of the present invention. This embodiment is applicable to the situation where the product agreement for offline transactions is managed online. The method of this embodiment can be executed by a product transaction management device, which can be implemented in hardware / or software, and can be configured in a server to implement the product transaction management method described in any embodiment of the present application. Such as figure 1 As shown, the method specifically includes the following:

[0038] S110. Receive the information of each table item in the product agreement template input by the product management personnel.

[0039] In this embodiment, the product agreement template corresponds to the offline paper version of the product agreement, and its main function is to maintain the offline product agreement online and store it effectively. Each table item...

Embodiment 2

[0066] figure 2 It is a schematic flowchart of the product transaction management method in Embodiment 2 of the present invention. This embodiment can be applied to the situation of activating the cooperation product service authority for the target customer. The method of this embodiment can be executed by a product transaction management device, which can be implemented in the form of hardware and / or software, and can be configured in an electronic device, wherein a client is installed on the electronic device, and any implementation of this application can be realized. The management method of the product transaction described in the example. like figure 2 As shown, the method specifically includes the following:

[0067] S210. Receive the product agreement pushed by the server, and establish a contractual relationship between the product agreement and the target customer.

[0068] In this embodiment, in order to enable the target customers to use the cooperative prod...

Embodiment 3

[0081] image 3 It is a schematic structural diagram of a product transaction management device in Embodiment 3 of the present invention, and this embodiment is applicable to the case of online management of product agreements for offline transactions. The device is configured in a server, and can implement the product transaction management method described in any embodiment of the present application. The device specifically includes the following:

[0082] A receiving module 310, configured to receive the information of each item in the product agreement template input by the product manager;

[0083] A generation module 320, configured to generate the product agreement according to the item information in the product agreement template input by the product manager; wherein, the content of the product agreement includes at least: the name of the cooperative product, the target customer and the cooperative product the method of charging;

[0084] The determination module ...

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Abstract

The embodiment of the invention discloses a product transaction management method and device, a server, equipment and a medium. The method comprises: receiving each piece of entry information in a product protocol template input by a product manager; generating a product protocol according to the entry information in the product protocol template input by the product management personnel, whereinthe content of the product protocol at least comprises the name of the cooperative product, the target client and the charging mode of the cooperative product; and determining a charging plan of the cooperative product according to the content of the product protocol to indicate a product manager to perform charging operation on the target client. According to the embodiment of the invention, theproblem that the offline paper version product protocol is difficult to store effectively is solved, the paper version protocol is maintained online for security maintenance, a product manager is timely reminded of charging the cooperative product, and the comprehensive management of the transaction process of the cooperative product is realized through the combination of offline and online.

Description

technical field [0001] The embodiments of the present invention relate to the field of product management, and in particular, to a management method, device, server, device and medium for product transactions. Background technique [0002] Fintech has been booming in recent years, Internet companies have continued to innovate, traditional financial companies such as banks have accelerated their deployment, established fintech companies, launched various fintech products, provided online services such as risk assessment, and offline implementation such as system construction, etc. , business consulting such as data governance and other services. At present, the transaction management of traditional financial products is usually the process of pricing, negotiating agreements and charging with customers offline, so as to realize the comprehensive management of product transactions. [0003] The disadvantage of the above scheme is that the agreed agreements are all paper-based ...

Claims

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Application Information

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IPC IPC(8): G06Q10/10G06Q40/04G06F40/186
CPCG06Q10/103G06Q10/109G06Q40/04
Inventor 程敏文静郑鹏李晗赵静蔡玉帅
Owner CHINA CONSTRUCTION BANK
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