Financial sharing center business operation method and system based on customer evaluation system, and storage medium thereof

Abstract

The invention relates to the field of financial sharing centers, and discloses a financial sharing center business operation method and system based on a customer evaluation system and a storage medium thereof, and the method comprises the steps: carrying out the statistics of documents and scores, uploading, reimbursement, and calculating the comprehensive evaluation score of the documents; generating a service standard achievement rate according to the bill comprehensive evaluation score, if the service standard achievement rate reaches a preset value, charging and pricing according to a standard unit price, and if the service standard achievement rate is lower than the preset value, deducting the charging and pricing according to a non-achievement rate; and calculating employee performance according to the service standard achievement rate. According to the invention, receipt evaluation is associated with charging pricing and performance appraisal, a continuous linkage optimization mechanism of commercial operation and performance appraisal of a financial sharing center is formed, digital transformation, cost reduction, efficiency increase and compliance management and control of customers are realized, electronization, networking and intelligentization of traditional business processes are realized, digital transformation of enterprises is assisted, and the business efficiency is improved. Business is standardized, efficiency is improved, and risks are controlled.

Description

Technical Field

[0001] The present invention relates to the field of commercial operation and performance evaluation of a financial shared center, and in particular to a business operation method, system and storage medium of a financial shared center based on a customer evaluation system. Background Art

[0002] The financial shared service center is an accounting and reporting business management method that has emerged and become popular in recent years. It records and reports the accounting business of entities in different countries or locations through a shared service center, ensuring the standardization and structural unification of accounting records and reports, and does not require accounting functional departments or personnel in each company and office of the group. Traditional shared centers are mainly cost-based operation models, focusing on internal services within the group. There is no chain relationship between operations and internal performance management and external customer evaluation systems, which restricts external customer service and internal performance management capabilities, and is difficult to achieve commercialization, which is not conducive to the value mining and efficiency improvement of shared centers, as well as the improvement of customer evaluation systems.

[0003] Based on the above situation, there is an urgent need for a financial shared center business operation method and system based on a customer evaluation system to link the customer evaluation system with commercial operations and performance appraisal. Summary of the invention

[0004] The purpose of the present invention is to build a digital information system to compare the customer evaluation system with the service level standard in response to the current situation that the commercial operation, performance appraisal and customer evaluation system of the existing financial shared center are out of touch, and to embed the customer evaluation system into the system to form a continuous operation optimization mechanism.

[0005] In a first aspect, the present invention provides a business operation method of a financial shared center based on a customer evaluation system, comprising:

[0006] The system calculates the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, uploads the document and the above scores, reports them, and calculates the comprehensive evaluation score S of the document;

[0007] The service standard achievement rate is generated based on the comprehensive evaluation score S of the document. If the service standard achievement rate reaches the preset value, the standard unit price will be charged. If the service standard achievement rate is lower than the preset value, the fee will be deducted according to the non-achievement ratio.

[0008] Calculate employee performance based on service standard achievement rate.

[0009] Traditional shared centers are mainly cost-based operation models, focusing on internal services of the group. There is no chain relationship between operations and internal performance management and external customer evaluation systems, which restricts external customer service and internal performance management capabilities and makes it difficult to achieve commercialization. In this solution, documents are linked to fee pricing and performance appraisal to form a continuous linkage optimization mechanism for commercial operations and performance appraisal of financial shared centers, which realizes customers' digital transformation, cost reduction, efficiency improvement and compliance control, and realizes the electronicization, networking and intelligence of traditional business processes, helping enterprises to transform digitally, standardize business, improve efficiency and control risks.

[0010] Furthermore, in order to audit the document, one feasible solution is: before calculating the comprehensive evaluation score S of the document, execute:

[0011] Use the financial shared form to enter document information, upload document attachments, and submit reimbursement documents;

[0012] The documents will be initially reviewed by the financial shared center's initial review personnel in terms of completeness, authenticity and accuracy;

[0013] The approval process for the customer's internal document reimbursement;

[0014] Auditors of the Financial Shared Center review documents and generate vouchers;

[0015] Customers rate the documents.

[0016] When this solution is adopted, the auditors will conduct preliminary review, recheck and generate vouchers on the documents, which can ensure the integrity, authenticity and accuracy of the documents and enable them to be audited.

[0017] Furthermore, this solution does not limit the specific calculation method of the document comprehensive evaluation score S. One feasible solution is to calculate the document comprehensive evaluation score by the following formula:

[0018] S=k1S1+k2S2+k3S3,

[0019] Among them, k1 is the timeliness coefficient, k2 is the accuracy coefficient, k3 is the service attitude coefficient, k1+k2+k3=1, and k1, k2, k3 are all greater than 0. When this scheme is adopted, the comprehensive evaluation score S of the document is calculated comprehensively by the processing timeliness score S1, the accuracy score S2, and the service attitude score S3, and the weight factor is taken into account to make the calculation result more accurate.

[0020] Furthermore, this solution does not limit the specific method of charging and pricing. One feasible solution is: the charging and pricing includes:

[0021] Compare the comprehensive evaluation score of the document with the service level standard and calculate the service standard achievement rate;

[0022] Generate statements based on the service standard achievement rate;

[0023] Confirm the statement with the customer through the Financial Shared Center.

[0024] When this solution is adopted, the service level standard achievement rate is linked to commercial pricing and charging, forming a commercial operation of the financial shared center.

[0025] Furthermore, this solution does not limit the specific method of confirming the statement. One feasible solution is: confirming the statement with the customer through the financial shared center includes:

[0026] If the customer confirms, a settlement document will be generated, and the accounts receivable and payable documents will be generated according to the settlement document;

[0027] If the customer's confirmation is not passed, an appeal will be filed and the attachments will be transmitted. The Financial Shared Center will communicate and confirm the application. After the application is passed, a settlement statement will be generated, and the accounts receivable and payable statements will be generated based on the settlement statement.

[0028] Collect service fees from customers according to the settlement slip;

[0029] The customer pays the service fee to the customer according to the settlement slip.

[0030] When this solution is adopted, the customer appeals the statement as needed and after confirmation, the invoice is generated, thus establishing an operational system for cross-checking customer service.

[0031] Furthermore, this solution does not limit the specific calculation method of employee performance. One feasible solution is: the calculation of employee performance includes:

[0032] Statistics on the completion of task documents and generate achievement coefficients;

[0033] The performance coefficient of the preliminary review and auditor and the salary quota are used to generate the salary accrual form.

[0034] When this solution is adopted, the completion status of the task document is linked to the performance appraisal, forming a continuous linkage optimization mechanism for performance appraisal.

[0035] Furthermore, the statistical completion status of the task document and the generation of the target achievement coefficient include:

[0036] Count the number of documents completed by preliminary reviewers and auditors;

[0037] Collect statistics on the completion rate of task documents and service standards by preliminary review and audit personnel;

[0038] When this solution is adopted, the compliance coefficient is generated by the number of completed task documents and the service compliance rate.

[0039] In a second aspect, the present invention further provides a financial shared center business operation system based on a customer evaluation system, comprising:

[0040] The reimbursement module is used to calculate the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, upload the document and the above scores, report the reimbursement, and calculate the comprehensive evaluation score S of the document;

[0041] The charging and pricing module is used to receive the data sent by the reimbursement module and generate the service standard achievement rate. If the service standard achievement rate reaches the preset value, the standard unit price is used for charging and pricing. If the service standard achievement rate is lower than the preset value, the fee is deducted according to the non-achievement ratio.

[0042] The performance appraisal module is used to receive data sent by the charging and pricing module and calculate employee performance.

[0043] Furthermore, the operating system also includes an audit module, which is used to use financial shared forms to enter document information, upload document attachments, and submit reimbursement documents; the financial shared center's initial review personnel conducts an initial review of the documents from the perspectives of document completeness, authenticity, accuracy, etc.; the customer conducts an internal approval process for document reimbursement; the financial shared center's auditors review the documents and generate vouchers; and the customer scores the documents.

[0044] In a third aspect, the present invention further provides a computer-readable storage medium having a computer program stored thereon, the program being executed by a processor to implement the business operation method of a financial shared center based on a customer evaluation system.

[0045] Compared with the prior art, the present invention has the following beneficial effects:

[0046] 1. It has achieved customers' digital transformation, cost reduction, efficiency improvement and compliance management, and realized the electronicization, networking and intelligentization of traditional business processes, helping enterprises in digital transformation to standardize business, improve efficiency and control risks.

[0047] Second, we have established a linkage system between the commercial operation and performance appraisal of the financial shared center. With the service level agreement as the source of operation, we have established a multi-terminal linkage business information system and operation system that links the customer evaluation system, service level standards, commercial operations and internal performance management, etc. We have continuously improved the efficiency of shared business through operational optimization, and achieved cost reduction and efficiency improvement in the operation and management of the shared center. BRIEF DESCRIPTION OF THE DRAWINGS

[0048] Figure 1 A general flow chart of a business operation method of a financial shared center based on a customer evaluation system provided by the present invention;

[0049] Figure 2 A schematic diagram of a business operation system of a financial shared center based on a customer evaluation system provided by the present invention;

[0050] Figure 3 An audit flow chart of a business operation method of a financial shared center based on a customer evaluation system provided by the present invention;

[0051] Figure 4 A charging and pricing flow chart of a financial shared center business operation method based on a customer evaluation system provided by the present invention;

[0052] Figure 5 A flow chart for confirming a statement of account for a business operation method of a financial shared center based on a customer evaluation system provided by the present invention;

[0053] Figure 6 A flow chart of calculating employee performance of a financial shared center business operation method based on a customer evaluation system provided by the present invention;

[0054] Figure 7 A flowchart of the completion status of statistical task documents of a financial shared center business operation method based on a customer evaluation system provided by the present invention. DETAILED DESCRIPTION

[0055] It should be noted that relational terms such as "first" and "second" are used only to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "include", "comprises" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device. In the absence of further restrictions, an element defined by the sentence "comprises a ..." does not exclude the existence of other identical elements in the process, method, article or device including the element.

[0056] As described in the background technology, the financial shared service center is an accounting and reporting business management method that has emerged and become popular in recent years. It records and reports the accounting business of entities in different countries or locations through a shared service center, ensuring the standardization and structural unification of accounting records and reports, and does not require accounting functional departments or personnel to be set up in each company and office of the group. Traditional shared centers are mainly cost-based operation models, focusing on internal services of the group. There is no chain relationship between operations and internal performance management and external customer evaluation systems, which restricts external customer service and internal performance management capabilities, and is difficult to achieve commercialization, which is not conducive to the value mining and efficiency improvement of shared centers, as well as the improvement of customer service levels.

[0057] Based on the above reasons, this embodiment provides a financial shared center business operation method based on the customer evaluation system, such as Figure 1 As shown, the method includes:

[0058] S200, the system calculates the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, uploads the document and the above scores, reports them, and calculates the comprehensive evaluation score S of the document;

[0059] S300, generating a service standard achievement rate according to the comprehensive evaluation score S of the document. If the service standard achievement rate reaches a preset value, the standard unit price is charged. If the service standard achievement rate is lower than the preset value, the fee is deducted according to the non-achievement ratio.

[0060] S400. Calculate employee performance based on service standard achievement rate.

[0061] Traditional shared centers mainly adopt a cost-based operation model, focusing on internal services of the group. There is no chain relationship between operations and internal performance management and external customer evaluation systems, which restricts external customer service and internal performance management capabilities and makes it difficult to achieve commercialization. In this plan, invoices are linked to fee pricing and performance appraisal to form a continuous linkage and optimization mechanism between the commercial operation and performance appraisal of the financial shared center, which realizes the digital transformation of customers, cost reduction and efficiency improvement, and compliance management, and realizes the electronic, networked and intelligent development of traditional business processes, helping enterprises in digital transformation to standardize business, improve efficiency and control risks.

[0062] Reference Figure 1 and Figure 3 In order to audit the document, one feasible solution is: before S2, execute S100 to audit the document, which includes:

[0063] S110. Use the financial shared form to enter document information, upload document attachments, and submit the reimbursement document;

[0064] S120. The financial shared center's preliminary review personnel will conduct a preliminary review of the documents in terms of completeness, authenticity and accuracy;

[0065] S130, the approval process of the customer's internal document reimbursement;

[0066] S140, auditors of the financial shared center review documents and generate vouchers;

[0067] S150, customers rate the documents.

[0068] When this solution is adopted, the auditors will conduct an initial review of the documents, check their compliance and generate vouchers, which can ensure the integrity, authenticity and accuracy of the documents and enable them to be audited.

[0069] This solution does not limit the specific calculation method of the document comprehensive evaluation score S. One feasible solution is to calculate the document comprehensive evaluation score by the following formula:

[0070] S=k1S1+k2S2+k3S3,

[0071] Among them, k1 is the timeliness coefficient, k2 is the accuracy coefficient, k3 is the service attitude coefficient, k1+k2+k3=1, and k1, k2, k3 are all greater than 0. When this scheme is adopted, the comprehensive evaluation score S of the document is calculated comprehensively by the processing timeliness score S1, the accuracy score S2, and the service attitude score S3, and the weight factor is taken into account to make the calculation result more accurate.

[0072] This solution does not uniquely limit the specific values ​​of k1, k2, and k3. In this embodiment, k1=0.4, k2=0.3, k3=0.3, that is, S=0.4S1+0.3S2+0.3S3.

[0073] Reference Figure 4 This scheme does not limit the specific method of charging and pricing. One feasible scheme is: the charging and pricing includes:

[0074] S310, comparing the comprehensive evaluation score of the document with the service level standard, and calculating the service standard achievement rate;

[0075] S320, generating a statement according to the service standard achievement rate;

[0076] S330, confirm the statement with the customer through the Financial Shared Center,

[0077] When this solution is adopted, the service level standard achievement rate is linked to commercial pricing and charging, forming a commercial operation of the financial shared center.

[0078] Reference Figure 5This solution does not limit the specific method of confirming the statement. One feasible solution is: confirming the statement with the customer through the financial shared center, including:

[0079] If the customer confirms, a settlement document will be generated, and the accounts receivable and payable documents will be generated according to the settlement document;

[0080] If the customer's confirmation is not passed, an appeal will be filed and the attachments will be transmitted. The Financial Shared Center will communicate and confirm the application. After the application is passed, a settlement statement will be generated, and the accounts receivable and payable statements will be generated based on the settlement statement.

[0081] Collect service fees from customers according to the settlement slip;

[0082] The customer pays the service fee to the customer according to the settlement slip.

[0083] When this solution is adopted, the customer appeals the statement as needed and after confirmation, a settlement invoice is generated, thus establishing an operating system that links the customer evaluation system.

[0084] Reference Figure 6 This solution does not limit the specific calculation method of employee performance. One feasible solution is: the calculation of employee performance includes:

[0085] S410, counting the completion status of the task documents and generating the target achievement coefficient;

[0086] S420, generate the salary accrual form based on the performance coefficient of the preliminary review and the salary quota of the audit personnel,

[0087] When this solution is adopted, the completion status of the task document is linked to the performance appraisal, forming a continuous linkage optimization mechanism for performance appraisal.

[0088] Reference Figure 7 The completion status of the statistical task documents includes:

[0089] S411. Count the number of documents completed by preliminary reviewers and auditors;

[0090] S412. Statistics on the completion rate of task documents by preliminary reviewers and auditors.

[0091] When this solution is adopted, the compliance coefficient is generated by the number of completed task documents and the service compliance rate.

[0092] In another embodiment, referring to Figure 2 , this solution also provides a financial shared center business operation system based on the customer evaluation system, including:

[0093] The reimbursement module 200 is used to calculate the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, upload the document and the above scores, report the reimbursement, and calculate the comprehensive evaluation score S of the document;

[0094] The charging and pricing module 300 is used to receive the data sent by the reimbursement module 200 and generate a service standard achievement rate. If the service standard achievement rate reaches a preset value, the standard unit price is used for charging and pricing. If the service standard achievement rate is lower than the preset value, the charging and pricing is deducted according to the non-achievement ratio. Specifically, in this embodiment, the preset value is 95%;

[0095] The performance evaluation module 400 is used to receive the data sent by the charging and pricing module 300 and calculate the employee's performance.

[0096] Optionally, in some other embodiments, the comprehensive evaluation score of the document is transmitted to the performance appraisal module 400 through the reimbursement module 200 and the employee performance is calculated. Specifically, if the service standard achievement rate reaches 100%, the employee performance is calculated according to a coefficient of 1.1; if the service standard achievement rate reaches 95%, the employee performance is calculated according to a coefficient of 1; if the service standard achievement rate reaches 90%, the employee performance is calculated according to a coefficient of 0.9.

[0097] The operation system also includes an audit module 100, which is used to use financial shared forms to enter document information, upload document attachments, and submit reimbursement documents; the financial shared center's initial review personnel conducts an initial review of the documents from the perspectives of document integrity, authenticity, accuracy, etc.; the customer conducts an internal approval process for document reimbursement; the financial shared center's auditors review the documents and generate vouchers; and the customer scores the documents.

[0098] The present application is described with reference to the flowcharts and / or block diagrams of the methods, devices (systems), and computer program products according to the embodiments of the present application. It should be understood that each process and / or box in the flowchart and / or block diagram, as well as the combination of processes and / or boxes in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded computer, or other programmable data processing device to generate a machine, so that the instructions executed by the processor of the computer or other programmable data processing device generate instructions for implementing the processes in the flowchart and / or block diagram. Figure 1 A process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.

[0099] These computer program instructions may also be stored in a computer-readable memory capable of directing a computer or other programmable data processing device to operate in a specific manner, so that the instructions stored in the computer-readable memory produce an article of manufacture including an instruction device, which implements the process Figure 1A process or multiple processes and / or boxes Figure 1 A function specified in one or more boxes.

[0100] These computer program instructions may also be loaded onto a computer or other programmable data processing device so that a series of operating steps are executed on the computer or other programmable device to produce a computer-implemented process, thereby providing instructions for executing on the computer or other programmable device to implement the process. Figure 1 A process or multiple processes and / or boxes Figure 1 The steps for the functions specified in one or more boxes.

[0101] The present solution also provides a computer-readable storage medium on which a computer program is stored. The program is executed by a processor to implement the above-mentioned financial shared center business operation method based on the customer evaluation system.

[0102] The above description of the disclosed embodiments enables one skilled in the art to implement or use the present invention. Various modifications to these embodiments will be apparent to one skilled in the art, and the general principles defined herein may be implemented in other embodiments without departing from the spirit or scope of the present invention. Therefore, the present invention will not be limited to the embodiments shown herein, but rather to the widest scope consistent with the principles and novel features disclosed herein.

Claims

1. A business operation method of a financial shared center based on a customer evaluation system, comprising: The system calculates the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, uploads the document and the above scores, reports them, and calculates the comprehensive evaluation score S of the document; The service standard achievement rate is generated based on the comprehensive evaluation score S of the document. If the service standard achievement rate reaches the preset value, the standard unit price will be charged. If the service standard achievement rate is lower than the preset value, the fee will be deducted according to the non-achievement ratio. Calculate employee performance based on service standard achievement rate.

2. A financial shared center business operation method based on a customer evaluation system according to claim 1, characterized in that: Before calculating the document comprehensive evaluation score S, execute: Use the financial shared form to enter document information, upload document attachments, and submit reimbursement documents; The documents will be initially reviewed by the financial shared center's initial review personnel in terms of completeness, authenticity and accuracy; The approval process for the customer's internal document reimbursement; Auditors of the Financial Shared Center review documents and generate vouchers; Customers rate the documents.

3. A financial shared center business operation method based on a customer evaluation system according to claim 1, characterized in that: The comprehensive evaluation score of the document is calculated using the following formula: S=k1S1+k2S2+k3S3, Among them, k1 is the timeliness coefficient, k2 is the accuracy coefficient, k3 is the service attitude coefficient, k1+k2+k3=1, and k1, k2, and k3 are all greater than 0.

4. According to the method for operating a financial shared center based on a customer evaluation system in accordance with claim 1, the charging and pricing is characterized in that: include: Compare the comprehensive evaluation score of the document with the service level standard and calculate the service standard achievement rate; Generate statements based on the service standard achievement rate; Confirm the statement with the customer through the Financial Shared Centre.

5. According to the business operation method of a financial shared center based on a customer evaluation system as claimed in claim 4, the financial shared center confirms the statement with the customer, characterized in that: include: If the customer confirms, a settlement document will be generated, and the accounts receivable and payable documents will be generated according to the settlement document; If the customer's confirmation is not passed, an appeal will be filed and the attachments will be transmitted. The Financial Shared Center will communicate and confirm the application. After the application is passed, a settlement statement will be generated, and the accounts receivable and payable statements will be generated based on the settlement statement. Collect service fees from customers according to the settlement slip; The Client pays the Service Fees to the Client in accordance with the Statement.

6. According to the financial shared center business operation method based on the customer evaluation system of claim 1, the calculation of employee performance is characterized by: include: Statistics on the completion status of task documents and comprehensive evaluation scores of documents and generate achievement coefficients; The preliminary review is generated from the compliance coefficient, the performance coefficient of the review personnel and the salary quota are used to generate the salary accrual form.

7. According to the method of business operation of a financial shared center based on a customer evaluation system in claim 6, the completion status of the statistical task documents is characterized by: include: Count the number of documents completed by preliminary reviewers and auditors; Statistics are collected to show the completion rate of task documents and service standards by preliminary review and audit personnel.

8. A financial shared center business operation system based on a customer evaluation system, comprising: The reimbursement module is used to calculate the processing timeliness score S1, accuracy score S2, and service attitude score S3 of the document, upload the document and the above scores, report the reimbursement, and calculate the comprehensive evaluation score S of the document; The charging and pricing module is used to receive the data sent by the reimbursement module and generate the service standard achievement rate. If the service standard achievement rate reaches the preset value, the standard unit price is used for charging and pricing. If the service standard achievement rate is lower than the preset value, the fee is deducted according to the non-achievement ratio. The performance appraisal module is used to receive data sent by the charging and pricing module and calculate employee performance.

9. According to claim 8, a financial shared center business operation system based on a customer evaluation system also includes an audit module, which is used to use financial shared forms to enter document information, upload document attachments, and submit reimbursement documents; the financial shared center preliminary review personnel conducts a preliminary review of the documents from the perspectives of document integrity, authenticity, accuracy, etc.; the customer conducts an internal approval process for document reimbursement; the financial shared center auditors review the documents and generate vouchers; and the customer scores the documents.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that: The program is executed by a processor to implement a financial shared center business operation method based on a customer evaluation system as described in any one of claims 1 to 7.

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