Operation resource pool management system and method

Abstract

The invention discloses an operation resource pool management system and method, and relates to the technical field of resource management, and the system comprises an operation resource and cost management module which is used for generating a project approval budget according to a special operation plan, and carrying out the association with a resource pool; the rights and interests management module is used for creating rights and interests required by operation activities and associating the rights and interests with the resource pool; the point management module is used for associating points corresponding to operation activities with a resource pool to obtain a data mart when rights and interests are triggered; and the resource pool configuration module is used for associating the data mart with the right and interest use scene, and performing optimal configuration on the resource pool according to the budget consumption condition of the operation activity. Due to the fact that the rights and interests management module and the point management module are introduced, association management is conducted on the resource pool and the issuing process of the rights and interests and the points, the situation that due to the fact that traditional resource pool management and control are not strict, redisk difficulty is large is avoided, cost and fund consumption in the marketing field can be traced and monitored, and the execution efficiency of the marketing process is improved.

Description

Technical Field

[0001] The present application relates to the field of resource management technology, and in particular to an operation resource pool management system and method. Background Art

[0002] The operating resource pool generally refers to proprietary operating resources and third-party operating resources. Proprietary operating resources generally include proprietary loan coupons, cash red envelopes, labor, post and telecommunications, etc.; third-party operating resources involve the sum of cooperation resources with external suppliers and external procurement resources.

[0003] Operational resource pools are typically managed independently through multiple internal business systems. However, the marketing costs incurred by the use of marketing resources within these pools typically account for over 10% to 15% of revenue. This is impacted by cross-marketing efforts across business departments and the long-tail nature of campaigns, making it difficult to implement closed-loop management before, during, and after the event. Lax process controls and the difficulty of post-event review can lead to budget inaccuracies in actual expense management, impacting the efficiency of marketing expenditure execution and making it difficult to maximize the return on investment. Summary of the Invention

[0004] The main purpose of this application is to provide an operation resource pool management system and method, which aims to solve the technical problems that the traditional operation resource pool management process is not strictly controlled, post-review is difficult, and in the actual expense management process, it is easy to cause inaccurate budgets, thereby affecting the execution efficiency of marketing expenses.

[0005] To achieve the above objectives, the present application proposes an operation resource pool management system, which includes: an operation resource and expense management module, a rights and interests management module, a points management module and a resource pool configuration module; The operation resource and expense management module is used to generate a project budget based on the special operation plan submitted by the operation personnel, and associate the project budget with the resource pool; The equity management module is used to create the equity required for the operation activities after the resource pool is associated with the project establishment budget, and associate the equity with the resource pool; The points management module is configured to associate the points corresponding to the operating activities with the resource pool to obtain a data mart when the benefits are triggered; The resource pool configuration module is used to optimize the configuration of the resource pool according to the budget consumption during the implementation of the operation activities after associating the data mart with the equity usage scenario.

[0006] In one embodiment, the operation resource and expense management module is further configured to determine a project budget corresponding to a special operation plan when the special operation plan submitted by the operation personnel is approved; The operation resource and expense management module is further used to create a corresponding resource pool according to the project budget; The operation resource and expense management module is further used to associate the resource pool with operation activities and prize processes.

[0007] In one embodiment, the equity management module is further configured to create the equity required for the operation activity according to the procurement results of the operation activity after the resource pool is associated with the project establishment budget; The equity management module is further configured to allocate the equity to corresponding user accounts according to the resource pool, wherein the allocation process is implemented based on a preset equity policy; The equity management module is further configured to monitor the usage of the equity after the equity takes effect, and adjust the equity strategy according to the usage of the equity.

[0008] In one embodiment, the points management module is further used to formulate points issuance rules based on business needs and operation strategies; The points management module is further configured to distribute points to the user account according to the points issuance rules when the benefit is triggered; The points management module is further configured to deduct points from the user account during the points consumption process and generate a consumption record.

[0009] In one embodiment, the operation resource pool management system further includes a project funding data flow management module; The project fund data flow management module is used to determine the fund transaction data occurring during the use of the equity; The project funding data flow management module is further configured to slice the funding transaction data to obtain daily funding data, and send the daily funding data to the resource pool configuration module; The resource pool configuration module is further used to perform reconciliation and accounting on the resource pool according to the daily fund data.

[0010] In one embodiment, the operation resource pool management system further includes an activity policy configuration module and an operation resource pool change module; The activity strategy configuration module is used to set the strategy effectiveness conditions based on the relationship between points, rights and interests and resource pools; The activity strategy configuration module is further used to configure operation activities and resource pools to different customer groups according to the policy effectiveness conditions; The operation resource pool change module is used to change the configuration of operation activities and resource pools when the plan is changed.

[0011] In one embodiment, the resource pool configuration module is further configured to obtain the occupied equity of the user and determine the current available balance of the resource pool based on the occupied equity; The resource pool configuration module is further configured to determine the redeemed rights of the user after the validity period of the occupied rights expires; The resource pool configuration module is further configured to deduct and / or release the resource pool according to the redeemed equity and the current available balance to determine the remaining available balance of the resource pool; The resource pool configuration module is further configured to expand the resource pool when the remaining available balance reaches a warning value.

[0012] In addition, to achieve the above-mentioned purpose, the present application also proposes an operation resource pool management method, which is applied to an operation resource pool management system, the system including an operation resource and expense management module, a rights and interests management module, a points management module and a resource pool configuration module; the method includes: The operation resource and expense management module generates a project budget based on the special operation plan submitted by the operation personnel, and associates the project budget with the resource pool; After associating the resource pool with the project budget, the equity management module creates the equity required for the operation activities and associates the equity with the resource pool; When the benefit is triggered, the points management module associates the points corresponding to the operation activity with the resource pool to obtain a data mart; After associating the data mart with the equity usage scenario, the resource pool configuration module optimizes the configuration of the resource pool according to the budget consumption during the implementation of the operation activity.

[0013] In one embodiment, the operation resource and expense management module generates a project budget based on a special operation plan submitted by an operation personnel, and associates the project budget with a resource pool, including the following steps: When the special operation plan submitted by the operation personnel is approved, the operation resource and expense management module determines the project budget corresponding to the special operation plan; The operation resource and expense management module creates a corresponding resource pool according to the project budget; The operation resource and expense management module associates the resource pool with operation activities and prize processes.

[0014] In one embodiment, after the resource pool is associated with the project establishment budget, the equity management module creates the equity required for the operation activity and associates the equity with the resource pool, including: After associating the resource pool with the project budget, the equity management module creates the equity required for the operation activity according to the procurement results of the operation activity; The equity management module allocates the equity to corresponding user accounts according to the resource pool, wherein the allocation process is implemented based on a preset equity policy; After the rights and interests take effect, the rights and interests management module monitors the usage of the rights and interests and adjusts the rights and interests strategy according to the usage of the rights and interests.

[0015] One or more technical solutions proposed in this application have at least the following technical effects: This application proposes an operation resource pool management system, which includes: an operation resource and expense management module, an equity management module, a point management module and a resource pool configuration module; the operation resource and expense management module is used to generate a project establishment budget based on the special operation plan submitted by the operation personnel, and associate the project establishment budget with the resource pool; the equity management module is used to create the equity required for the operation activity after the resource pool is associated with the project establishment budget, and associate the equity with the resource pool; the point management module is used to associate the points corresponding to the operation activity with the resource pool when the equity is triggered to obtain a data mart; the resource pool configuration module is used to optimize the configuration of the resource pool according to the budget consumption during the implementation of the operation activity after associating the data mart with the equity usage scenario. Since this application introduces the rights management module and the points management module, the resource pool is associated with the creation and issuance process of rights and points, and the resource pool is optimized during the implementation of operational activities, avoiding the traditional operational resource pool management process with lax control and difficulty in subsequent review. Therefore, the cost and capital expenditure in the marketing field can be traced and monitored, thereby improving the execution efficiency of the marketing process. BRIEF DESCRIPTION OF THE DRAWINGS

[0016] The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the present application and, together with the description, serve to explain the principles of the present application.

[0017] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the following is a brief introduction to the drawings required for use in the embodiments or the description of the prior art. Obviously, for ordinary technicians in this field, other drawings can be obtained based on these drawings without any creative work.

[0018] Figure 1 This is a structural diagram of the first embodiment of the operation resource pool management system of this application; Figure 2This is the main flow chart of the resource pool operation for this application, from collection, activation, consumption to settlement; Figure 3 A business relationship diagram of the operational resource pool application provided for this application; Figure 4 The rights management flow chart provided for this application; Figure 5 The points management flow chart provided for this application; Figure 6 The core logic diagram of the activity strategy configuration module provided by this application; Figure 7 This is a flowchart of the first embodiment of the operation resource pool management method of this application.

[0019] The realization of the objectives, functional features and advantages of this application will be further explained in conjunction with embodiments and with reference to the accompanying drawings. DETAILED DESCRIPTION

[0020] It should be understood that the specific embodiments described herein are merely used to explain the technical solutions of the present application and are not intended to limit the present application.

[0021] In order to better understand the technical solution of the present application, a detailed description will be given below in conjunction with the accompanying drawings and specific implementation methods.

[0022] The present application embodiment provides an operation resource pool management system, referring to Figure 1 , Figure 1 This is a structural diagram of the first embodiment of the operation resource pool management system of this application.

[0023] In this embodiment, the system includes: an operation resource and expense management module 10 , a rights management module 20 , a points management module 30 and a resource pool configuration module 40 .

[0024] The operation resource and expense management module 10 is used to generate a project budget according to the special operation plan submitted by the operation personnel, and associate the project budget with the resource pool.

[0025] It should be noted that a dedicated operations plan is a professional operational plan for marketing activities. For example, it may include resource allocation strategies, usage priorities, related expense budgets, cost control, etc.

[0026] Among them, the project budget is the resources and expenses estimated and planned when deciding to carry out the special operation plan.

[0027] It should be noted that a resource pool is a collection of marketing-related resources. For example, it may include human resources, funds, market information, etc. For ease of understanding, this embodiment uses a fund pool as an example, but this is not a limitation of this solution.

[0028] It should be noted that the Operational Resources and Expense Management module is used to centrally manage and allocate various resources and expenses (i.e., the funding pool) for marketing activities. For example, this involves budgeting, expenditure control, and expense accounting for marketing-related expenses.

[0029] For example, to facilitate understanding of the implementation process of the fund pool in the operation resource pool management system of this embodiment, refer to Figure 2 , Figure 2 This is a flowchart of the main process of the operation resource pool of this application, from collection, activation, consumption to settlement. The main process of the operation resource pool management system based on this embodiment mainly includes six processes: expense application, operation plan implementation, operation plan implementation feedback, financial accounting, expense payment, and operation expense utilization efficiency analysis.

[0030] Specifically, the expense application process is mainly used in: the first-level operating resources and expense management module, the second-level rights and interests management module and the points management module, and the third-level project funding data flow management module (see below for details).

[0031] The Operational Resources and Expense Management module primarily provides expense selection and management for operational personnel. Expense selection refers to the categories of internally owned operational resources and third-party operational resources. Internally owned operational resources generally include loan coupons, cash red envelopes, labor, postal and telecommunications expenses, etc.; third-party operational resources involve cooperation resources with external suppliers and external procurement resources (such as external equity). Expense management refers to the management of expense caps based on annual indicators, budget breakdown, and operational resource procurement bid requirements. Operational personnel can apply for special operational plan expenses or quotas for operational expenses within a cycle in the Operational Resources and Expense Management module (for example, theoretically, equity expenses, postal and telecommunications expenses, and possible marketing revenue reductions should be included).

[0032] In a feasible implementation manner, the operation resource and expense management module 10 described in this embodiment is also used to determine the project establishment budget corresponding to the special operation plan when the special operation plan submitted by the operation personnel is approved; the operation resource and expense management module 10 is also used to create a corresponding resource pool based on the project establishment budget; the operation resource and expense management module 10 is also used to associate the resource pool with the operation activities and prize process.

[0033] Specifically, Figure 3 Take the example to illustrate the business process and relationship of the operation resource and expense management modules. Figure 3A business relationship diagram of the operational resource pool application provided for this application.

[0034] The Operational Resource and Expense Management module includes expense reporting and project approval features. The expense reporting process requires employees to submit detailed expense reporting applications before incurring expenses, clearly stating the expense purpose, budget, and expected impact. Applications undergo a series of approvals from department heads, the finance department, and senior management to ensure the rationality and necessity of the expenses. Once approved, the finance department will pay the requested amount and retain relevant documentation for audit purposes.

[0035] After project approval, a fund pool is created. This process aims to centrally manage corporate funds and improve fund efficiency. Based on your business characteristics and funding needs, you must open a fund pool account and set reasonable fund pooling rules (for example, these may include the fund pool budget, available balance, cumulative disbursement amount, cumulative deduction amount, unredeemed or withdrawn disbursed amount that has not expired, unredeemed or withdrawn disbursed amount that has expired, and redeemed or withdrawn disbursed amount).

[0036] The fund pool is then linked to activities (e.g., Activity 1, Activity 2, Activity 3, etc.). This process of linking activities aligns funds with specific activity strategies to ensure the sufficient and compliant use of equity in the operational plan. Operations personnel must plan their operating budgets in advance and apply for funds from the fund pool based on activity progress. Once approved, the activity plan can be executed, and settlement is performed after the activity concludes (e.g., cumulative disbursement amount, current disbursement amount, unredeemed and unexpired disbursement amount, unredeemed and expired disbursement amount, activity pre-allocated amount, and actual activity withdrawal amount), ensuring transparency and accuracy in fund utilization.

[0037] Finally, there are the event-related prizes. The prize-related process focuses on the procurement and distribution of event prizes. Operations personnel must select appropriate prizes based on event requirements and purchase them from suppliers. Prize procurement funds must undergo an approval process to ensure regulatory compliance. After procurement is complete, the prizes must be inspected and linked to a funding pool (for example, prizes in the form of cash or cash bonuses: 1 includes the bonus coupon amount and number; prizes in the form of externally valued equity: 2 includes the purchase price and quantity). These prizes are then distributed according to the event plan to ensure timely delivery of prizes and the smooth running of the event.

[0038] In this embodiment, through the operation resource and expense management module, a reasonable fund pool can be created based on the special operation plan, providing expense selection and management for operators when selecting expenses.

[0039] The equity management module 20 is used to create the equity required for the operation activities after the resource pool is associated with the project establishment budget, and associate the equity with the resource pool.

[0040] It should be noted that operational activities, namely marketing activities, include but are not limited to advertising, promotions, public relations activities, exhibitions, online and offline interactions, theme activities, etc.

[0041] Among them, benefits are valuable and attractive benefits provided to users in marketing activities. Examples include discounts, gifts, coupons, priority purchase rights, and exclusive member benefits. Users can use these benefits to redeem funds in the fund pool.

[0042] It should be noted that the equity management module is a module used to carry out structured management of the entire equity usage process, including equity procurement and application, equity creation, equity issuance and use, equity distribution and collection, equity effectiveness, equity settlement and cost liquidation.

[0043] Specifically, the equity management module can be used to structuredly manage the entire process, from equity procurement or application, to equity creation, issuance or use, distribution or collection, and effectiveness, all the way to final settlement and cost liquidation. Unstructured data in this process is converted into structured data and combined with basic validation rules to construct equity feature engineering and generate an equity data mart.

[0044] In a feasible implementation manner, the equity management module 20 described in this embodiment is also used to create the equity required for the operation activity based on the procurement results of the operation activity after the resource pool is associated with the project establishment budget; the equity management module 20 is also used to allocate the equity to the corresponding user account based on the resource pool, wherein the allocation process is implemented based on a preset equity policy; the equity management module 20 is also used to monitor the usage of the equity after the equity takes effect, and adjust the equity policy according to the usage of the equity.

[0045] It should be noted that the procurement result is the specific outcome of the equity purchase application (e.g., the type, quantity, and purpose of the equity) after the procurement department is responsible for the procurement. A user account is the account of an individual user participating in a marketing campaign. Equity policies are the rules used to issue equity to user accounts, such as the issuance and redemption conditions, funding, and inventory limits set at the time of issuance. This embodiment does not restrict these.

[0046] Specifically, for ease of understanding, Figure 4 Take the example to explain the management process of the equity module. Figure 4 The equity management flow chart provided for this application. The equity use process includes equity purchase application, equity creation, equity issuance and use, equity distribution and collection, equity validation, equity settlement and liquidation.

[0047] The equity purchase application is initiated by the demand department. When planning operations for the next cycle, the type, quantity, and purpose of the equity required are clearly defined, and a project application is submitted. After project approval, the procurement department is responsible for purchasing. Some equity may be purchased annually, eliminating the need for a separate application each time it is used. After project approval, a project funding pool (e.g., Project Funding Pool 1, Project Funding Pool 2, etc.) can be created. At this point, the funding pool is unused.

[0048] Then, rights and interests are created. The procurement department needs to cooperate with the legal and finance departments to create the corresponding rights and interests types and basic rights and interests attributes based on the procurement results, including detailed information, validity period, usage rules (the total amount can be set for some rights and interests if there are inventory restrictions), etc.

[0049] Next, proceed to issuing and using equity. When equity is needed in specific scenarios, such as operational activities, operational strategies, and scenario-based coupons, select and set the specific equity type and quantity. At this stage, you need to associate project funding, and the actual equity expenses must be deducted from the associated resource pool. Then, allocate the created equity to the corresponding employees or customers, and set usage rules.

[0050] Among them, the issuance and collection of rights refers to the issuance of rights to user accounts. The issuance and collection of rights are subject to issuance rules, risk rules, funds and inventory restrictions. Among them, the issuance rules are the issuance and collection conditions set when the rights are issued, such as only being issued or collected to specific customer groups or specific channels; if the rights require activation, the user must meet the activation conditions before the issuance is successful. Risk rules are restrictions to prevent customers from repeatedly collecting rights. Funds and inventory restrictions are the issuance quantity restrictions set when the rights are issued, as well as the operating resource pool associated with the issuance, and whether the remaining available amount is sufficient.

[0051] During the benefit issuance and redemption process, a check is first performed to determine whether the benefit can be issued. If not, the process ends; if so, subsequent benefit transactions are recorded. At this point, the benefit is distributed to the employee or customer's account, either through the system or manually. The employee or customer then claims and uses the benefit by logging in or presenting a receipt, which occupies funds in the fund pool. After the customer claims the benefit, a check is performed to determine whether the benefit requires activation. If the user fails to trigger activation, the benefit expires and the funds are released. If activation is not required or the user successfully triggers activation, the process then determines whether the benefit has expired. If so, the benefit expires and the funds are released. If not, the process then determines whether the customer redeems the benefit from the fund pool. If not, the benefit expires and the funds are released. If the redemption is successful, the benefit becomes effective.

[0052] The effectiveness of rights and interests means that the rights and interests have arrived in the user's external account, such as cash red envelopes have been withdrawn to a bank card. Some rights and interests take effect immediately after being issued (if the external recharge fails, the supplier needs to manually recharge the customer). Some rights and interests require users to redeem them to an external account within the validity period. For example, cash red envelopes need to be withdrawn within the validity period before they can take effect.

[0053] After the benefits become effective, the system or manual verification of their use (for example, actual funds are deducted; if insufficient funds are available, a new project application is submitted and the project approval process is resumed; if sufficient funds are available, reconciliation and accounting are performed during the benefits settlement and liquidation phase) to ensure compliance with the regulations. Furthermore, the benefits management department must continuously track benefits usage and promptly adjust and optimize benefits strategies.

[0054] Finally, during the equity settlement and liquidation phase, the finance department can settle and clear expenses based on equity usage. For entitlements that have already been used, the finance department must verify the flow of funds and pay the corresponding service providers. For unused entitlements, refunds or adjustments must be made. Furthermore, the equity management department must update equity records to ensure the accuracy and completeness of equity data.

[0055] In summary, the data flow associated with equity involves data input, data transfer, and data output. Starting with an equity purchase application, the requesting department submits the required equity information. After approval, this data is transferred to the procurement department, forming a formal procurement plan. During the equity creation phase, the procurement department enters detailed equity information into the system, creating equity records. These records contain key information such as the equity name, expiration date, and usage rules. During the equity issuance and use phase, the system allocates equity to corresponding user accounts based on business needs. After logging in, users can view and claim issued equity, and usage records are generated. After the equity becomes effective, the system verifies user usage to ensure compliance. This data also provides a basis for subsequent settlement and clearing. During the equity settlement and clearing phase, the finance department settles and clears expenses based on usage records. After settlement is complete, the system generates settlement reports and clearing records to ensure data accuracy and completeness. It should be noted that data flow in the equity management process involves dataset integration and data warehouse construction. Data sets serve as the basis of raw data, while data warehouses are divided into offline warehouses (for example, processing historical data, emphasizing accuracy and in-depth analysis) and real-time warehouses (for example, processing instant data, focusing on rapid response and real-time analysis), which jointly support the data needs of equity management.

[0056] In this embodiment, the entire process of rights and interests can be managed in a structured manner through the rights and interests management module.

[0057] The points management module 30 is configured to associate the points corresponding to the operation activities with the resource pool to obtain a data mart when the rights are triggered.

[0058] It should be noted that points are a quantitative way to incentivize and reward users for participating in activities. A data mart is a centralized data repository that integrates and stores data after associating points with resource pools.

[0059] It's important to note that the points management module is responsible for structured management of the entire points usage process: issuance, acquisition, consumption, and settlement. This process converts unstructured data into structured data and combines it with basic validation rules to create point feature engineering and generate a points data mart.

[0060] In a feasible implementation manner, the points management module 30 described in this embodiment is also used to formulate points issuance rules based on business needs and operational strategies; the points management module 30 is also used to distribute points to the user account according to the points issuance rules when the rights are triggered; the points management module 30 is also used to deduct points from the user account during the points consumption process and generate a consumption record.

[0061] It should be noted that business needs are those that can increase user activity, stimulate consumption, and increase user retention. Operational strategies are policies regarding the frequency, quantity, and restrictions of point issuance. Point issuance rules are strategies for issuing points based on business needs and operational strategies. For example, they may specify the ratio of points earned per consumption, set differences in points earned by users of different levels, and set time limits or frequency limits for point acquisition. This embodiment does not impose any restrictions on these.

[0062] For ease of understanding, the following examples are given: Figure 5 Take the example of the points management module to illustrate the points usage process and fund data flow relationship. Figure 5 This is the points management flow chart provided for this application. The points usage process includes points issuance, points acquisition, points consumption, and points fee settlement.

[0063] Before points are issued, the issuance of points can be controlled and divided into a public points pool (select the public points pool when issuing, which refers to the points that can be used to issue public tasks) and an exclusive points pool (select the department pool when issuing, which refers to the points distributed for a certain activity or operation plan). At this time, points are occupied.

[0064] Then, points are issued. Point issuance refers to the selection of specific types and quantities of benefits when benefits are needed in specific scenarios, such as operational activities, operational strategies, and scenario coupons. At this stage, it is necessary to associate the project with the operational resource pool, and the actual costs incurred by the benefits need to be deducted from the associated operational resource pool. Point issuance is the starting point of point management, and companies usually formulate point issuance rules based on business needs and operational strategies. Points can be distributed to user accounts by system or manual means by setting key parameters such as acquisition conditions, point denominations, issuance quantities, and validity periods.

[0065] Next is point acquisition. Point acquisition refers to the distribution of points to customer accounts. Customers can actively claim them or the system can issue them. Whether points are issued is subject to issuance rules, risk rules, and point pool restrictions. Once points are issued to customer accounts, they are used up.

[0066] Points can be issued through various means, including promotional activities, user registration, and the purchase of goods or services. Users can earn points through various means, such as participating in promotional activities, purchasing goods or services, and completing specific tasks. After the user completes the relevant behavior, a determination is made as to whether points can be issued. If not, points cannot be issued or claimed, and the process ends. If points can be issued, they are then distributed to the user's account according to the established rules, and the points issuance process is recorded. Users can view their points balance and points earned in their accounts and use points in designated consumption scenarios, such as redeeming goods, deducting cash, and enjoying services.

[0067] Then comes the points consumption. Points can be exchanged for rights under normal conditions (non-expired, non-frozen), and points are converted into valuable rights after exchange. During the points consumption process, the system will first verify the user's points balance and points validity period to determine whether the points have expired. If so, the points will be invalid and the points will be released; if not expired, it will determine whether the points are frozen. If the points are frozen, no action will be taken; if the points are not frozen, the process of whether to redeem the points will be entered. If the points redemption fails, the points will be returned and the points return process will be entered; if the points redemption is successful, the points redemption flow and rights flow will be recorded, and points will be deducted according to the set rules. Users can view the points consumption records and remaining points in their accounts. Then, based on the result of whether the points have been used, the points fee settlement process will be entered (the process of clearing and paying the fees involved in the points issuance, points consumption, etc.).

[0068] During the points fee settlement process, the system calculates key indicators such as point costs and revenue based on point issuance rules and consumption records, and performs corresponding financial processing. It is important to note that point fee settlement only applies to points that incur fees after actual redemption, and deductions are made from the operating resource pool associated with the actual redemption rights.

[0069] In summary, the data flow associated with points includes data input, data transfer, and data output. Starting with point issuance, point parameters are set and entered into the system, generating an issuance instruction. Points are then distributed to the user's account, and an issuance record is generated. When a user triggers the conditions for earning points by participating in an event or purchasing a product, the system determines the rules and generates an issuance instruction, adding the points to the user's account and saving the acquisition record. During point consumption, the user chooses to redeem points for goods or services. After verifying the user's point balance and expiration date, the system generates a consumption instruction, completes the point deduction, and generates a consumption record. During point settlement, the system calculates key metrics such as point costs and revenue based on issuance and consumption records, and generates a settlement report. Within the points management process, data flow relies on dataset integration and data warehouse development. Datasets serve as the raw data foundation, and data warehouses are divided into offline warehouses (for example, storing historical points data for in-depth analysis) and real-time warehouses (for example, processing real-time point changes to ensure real-time performance). The offline warehouse efficiently organizes and stores points data through data stratification (e.g., ODS, DWD, DWS, etc.) and data modeling. The real-time warehouse primarily processes instantaneous point changes, such as points earned from user activities and points generated from transactions. Using stream processing technology, it can efficiently handle large amounts of concurrent data.

[0070] In this embodiment, the entire process of points accumulation can be managed in a structured manner through the points management module.

[0071] Furthermore, the operation resource pool management system described in this embodiment also includes a project funding data flow management module; the project funding data flow management module is used to determine the funding transaction data that occurs during the use of the rights and interests; the project funding data flow management module is also used to slice the funding transaction data to obtain daily funding data, and send the daily funding data to the resource pool configuration module; the resource pool configuration module is also used to reconcile and account for the resource pool based on the daily funding data.

[0072] It should be noted that fund transaction data refers to various information related to fund flows and transactions within the fund pool during the use of equity and points. Daily fund data refers to fund data at the daily settlement cut-off point.

[0073] It should be noted that the project fund data flow management module is a module used to ensure the issuance, occupation and release of operating resources, actual deductions and financial accounting.

[0074] Specifically, the project funding data flow management module slices and processes funding transactions occurring during the equity utilization process, creating daily funding data and linking it to business processes (including amount management during operation resource pool creation, changes to operation resource pool amounts, fund occupation, fund release, actual fund deductions, and reconciliation). During operation resource pool creation, after a project application is approved, a new operation resource pool can be created based on the application amount. The operation resource pool should include a usage period and amount. When linking operation resource pools, equity issuance requires linking to the actual deduction operation resource pool, which can then be modified. When funds are occupied, equity issuance is considered occupied. When funds are released, if equity expires but is not activated or redeemed, the funds are released. When funds are actually deducted, the operation resource pool is deducted after the equity becomes effective. During reconciliation, the type and quantity of all effective equity can be matched with the equity issued by the supplier.

[0075] In this embodiment, through the project fund data flow management module, expenses can be managed in a standardized manner: the use of marketing expenses can be effectively supervised to avoid waste and abuse.

[0076] The resource pool configuration module 40 is configured to optimize the configuration of the resource pool according to the budget consumption during the implementation of the operation activities after associating the data mart with the equity usage scenario.

[0077] It should be noted that the rights usage scenarios are specific situations in which the rights can be used, such as discounts in shopping malls, priority shopping, free parking, etc.

[0078] like Figure 2 As shown, after the above expense application process is completed, the operation implementation plan process will begin. This process mainly involves configuring activities or strategies, setting different ways to reach specific customer groups, and distributing different benefits.

[0079] Then enter the operational plan implementation feedback process, which includes: rights distribution and usage, such as rights flow, points distribution flow, points redemption flow, calculation of actual consumption costs, etc.; and postal and telecommunications fee usage, such as SMS contact records, telemarketing contact, calculation of actual consumption costs and coupon usage records, etc.

[0080] Based on the distribution and usage of benefits in the feedback process of the above-mentioned operation plan implementation and budget consumption such as the usage of postal and telecommunications expenses, the resource pool configuration module can be used to optimize the configuration.

[0081] In a feasible implementation manner, the resource pool configuration module 40 described in this embodiment is also used to obtain the user's occupied rights and interests, and determine the current available balance of the resource pool based on the occupied rights and interests; the resource pool configuration module 40 is also used to determine the user's redeemed rights and interests after the validity period of the occupied rights and interests expires; the resource pool configuration module 40 is also used to deduct and / or release the resource pool based on the redeemed rights and interests and the current available balance to determine the remaining available balance of the resource pool; the resource pool configuration module 40 is also used to expand the resource pool when the remaining available balance reaches a warning value.

[0082] It should be noted that the current available balance is the amount of funds in the resource pool that are immediately available at the current moment, provided the user has not redeemed their rights. The remaining available balance is the amount of funds remaining in the resource pool after the user has redeemed their rights. The warning value is the value set to alert the user of insufficient funds in the resource pool.

[0083] Specifically, the core calculation rules for the funding relationship between marketing resource pools, activities, and equity may include: Operation resource pool budget amount = project application amount; Available balance of the operation resource pool = budget amount of the operation resource pool - cumulative amount issued + amount issued (unredeemed / expired); The cumulative amount distributed by the operating resource pool = withdrawn amount + unwithdrawn and unexpired amount + unwithdrawn and expired amount. The distributed amount (not redeemed / withdrawn or expired) refers to benefits that have been actually distributed but not yet taken effect. For example, a cash red envelope has been distributed to the customer's registered account, but the customer has not withdrawn the funds to their bank card. Another example is external benefit phone bills: the phone bill coupon has been distributed to the customer's registered account, but the customer has not yet initiated redemption. If a redemption fails, the funds will need to be released. The pre-occupied amount of the activity = equity amount (cash value of a single prize) * pre-issued quantity. The pre-occupied amount does not need to be controlled for the time being; The actual amount of the activity paid out = ∑Number of prizes received * Equity amount (cash value of a single prize); Operation resource pool budget amount ≥ ∑activity withdrawal amount + ∑activity payment amount (not withdrawn and not expired); The amount distributed during the activity is ≤ the available balance in the operation resource pool.

[0084] This implementation strengthens the monitoring of marketing expenses during budget execution, preventing unnecessary spending and waste, thereby reducing overall marketing expenditures. Furthermore, by optimizing the marketing expense structure, inefficient advertising and ineffective campaigns can be reduced, further reducing costs. Furthermore, by evaluating the effectiveness of marketing activities and identifying marketing channels and methods with high ROI, limited resources can be invested in the most effective areas, reducing marketing expenses and improving their efficiency.

[0085] Furthermore, if Figure 2 As shown, after the operational plan implementation feedback process is completed, the financial accounting process begins. At this time, the actual expense usage can be verified against the expense application budget (for example, actual effective benefit flow records, actual touch record flow, actual coupon deduction records, etc.).

[0086] During the financial accounting process, detailed records of all entitlements can be collected, including key information such as the type, amount, and effective date of the entitlements, for detailed data comparison and discrepancy analysis. This discrepancy analysis logic includes identifying the causes of discrepancies, such as recording errors, system issues, or human negligence. The reconciliation results are then recorded in detail, and corresponding reports are generated. These reports clearly demonstrate the matching of entitlements with those issued by suppliers, as well as any discrepancies discovered and the corrective actions taken.

[0087] The next step is to enter the expense payment process, where the finance department can make expense payments based on the final accounting results (including supplier statements, payment vouchers, etc., among which coupon deductions do not involve payment).

[0088] Among them, the expense payment process is the expense reimbursement and cost control process. Expense reimbursement can automatically generate reimbursement documents and conduct approval circulation through the reimbursement application submitted by the operation personnel; cost control can automatically analyze various cost expenditures by monitoring them and match various indicators for real-time warnings.

[0089] Finally, we move on to the operating expense efficiency analysis process. Here, we evaluate customers based on key metrics (e.g., cost per customer application conversion, cost per customer withdrawal, cost per 10,000 yuan loan). We can graphically construct attribution reports that illustrate the source, flow, and allocation of expenses. By analyzing the expense flow path, we can issue early warnings to departments or processes with high costs, thereby optimizing resource allocation and continuously improving capital efficiency.

[0090] In the technical solution provided in this embodiment, the operation resource and expense management module generates a project budget based on the special operation plan submitted by the operation personnel, and associates the project budget with the resource pool; the rights management module is used to create the rights required for the operation activities after the resource pool is associated with the project budget, and associate the rights with the resource pool; the points management module is used to associate the points corresponding to the operation activities with the resource pool when the rights are triggered to obtain a data mart; the resource pool configuration module is used to optimize the configuration of the resource pool according to the budget consumption during the implementation of the operation activities after the data mart is associated with the rights usage scenario. Since this embodiment introduces the rights management module and the points management module, the resource pool is associated with the creation and issuance process of rights and points, and the resource pool is optimized during the implementation of the operation activities, avoiding the situation where the traditional operation resource pool management process is not strictly controlled and difficult to review afterwards, so that the cost and capital consumption in the marketing field can be traced and monitored, and the execution efficiency of the marketing process is improved.

[0091] Based on the first embodiment of the system of this application, in the second embodiment of this application, the same or similar contents as those in the above embodiment 1 can be referred to the above introduction and will not be described in detail later. Figure 6 , Figure 6 This is the core logic diagram of the activity strategy configuration module provided by this application.

[0092] The operation resource pool management system described in this example also includes an activity strategy configuration module and an operation resource pool change module; the activity strategy configuration module is used to set the policy effectiveness conditions based on the relationship between points, rights and interests and resource pools; the activity strategy configuration module is also used to configure operation activities and resource pools to different customer groups according to the policy effectiveness conditions; the operation resource pool change module is used to change the configuration of operation activities and resource pools when the plan changes.

[0093] like Figure 2 As shown, configuring activity strategies during the operational plan implementation process can be achieved through the activity strategy configuration module. The activity strategy configuration module is used to define, configure, and manage operational strategy units, building relationships between points, equity, and operational resource pools to meet changing business needs.

[0094] It should be noted that policy validation conditions set key elements such as the policy's effectiveness and execution, and manage operations such as enabling, disabling, modifying, and deleting policies. It should be noted that operational resources issued during this phase are sent to the operational resource issuance and utilization process within the Project Funding Data Flow Management Module, enabling information exchange through data association.

[0095] It should be noted that the operation resource pool change module is a management module used for plan changes due to unforeseen reasons during the operation process. This module may include: processing change operations such as adding, deleting, and modifying resources.

[0096] The Operation Resource Pool Change Module can freeze and terminate resource pools. Freezing means suspending the use of the operation resource pool. For example, bound activities cannot continue to issue benefits, and it cannot be bound to any other activities. A frozen operation resource pool can be unfrozen and can continue to be used normally after unfreezing. Termination means that the operation resource pool is no longer in use. For example, bound activities cannot continue to issue benefits, and it cannot be bound to any other activities. A terminated operation resource pool cannot be opened again. After termination, no operations can be performed on the operation resource pool.

[0097] For example, if the budget of the operation resource pool has crossed the cycle and the operation resource pool is changed, assuming that the budget of operation resource pool A is from January to December 2023, and it has been associated with multiple activities, and now it is December 2023, it is necessary to apply for a new cycle budget. Now it is necessary to switch the activities that originally used operation resource pool A to operation resource pool B; the switching plan is that after operation resource pool A is switched to operation resource pool B, the newly issued cash red envelopes of the activity will be deducted from the amount of operation resource pool B, and the cash red envelopes already issued by the activity have occupied the amount of the operation resource pool, and operation resource pool A will continue to be used.

[0098] For example, to facilitate understanding of the relationship between points, equity, and resource pools in the activity strategy configuration module, Figure 6 This example illustrates the core logic of the activity policy configuration module.

[0099] 1. First, link the public fund pool (a fund pool that can be used for public points pools or public rights and interests, and the actual expenses are settled by whoever uses it) and the public points pool (used to issue points or users claim points, and deposit points into the user's points account). Link them when issuing; it can be issued at a ratio of 100:1, and the issuance is immediately occupied.

[0100] Points are the medium for redeeming benefits. After users accumulate a certain number of points, they can redeem corresponding benefits within the established redemption rules. The operational resource pool provides the necessary support for the realization of points and benefits. For example, funds can be used to issue points and redeem benefits; traffic can be used to promote points-based activities and attract more users; content can be used to enrich redemption products or services and enhance the user experience; and channels are used to ensure that points and benefits are smoothly delivered to users. It is important to note that by developing effective campaign strategies based on the relationship between points, benefits, and the operational resource pool, a company's operational goals can be achieved. This module primarily builds...

[0101] 2. Simultaneously link an exclusive fund pool (e.g., exclusive fund pool A or exclusive fund pool B, which can be used to link the exclusive points pool and exclusive rights, with actual fees settled by the creator) and an exclusive points pool (used to distribute points or for users to claim points, and deposit points into the user's points account). Link these pools at the time of issuance; the funds can be distributed at a ratio of 100:1, and the funds will be occupied upon issuance.

[0102] The user points account, the core vehicle for points management, records the acquisition and consumption of user points. Users can query their accounts to understand their point balances and details, and then select desired benefits to redeem based on the points redemption rules. Redeeming points for benefits is a key component of points management. Based on user needs and operational objectives, operations staff design a rich variety of benefits and establish reasonable redemption rules. Users redeem their points for the benefits they desire, thereby realizing the value of points. Fund pool maintenance is the key element of points management. To support activities such as redeeming points for benefits, a dedicated fund pool is established, and funds are regularly injected into the fund pool based on activity needs and redemption status. Operations staff also manage the fund pool on a daily basis to ensure smooth and compliant fund flows.

[0103] 3. Then, associate the exclusive fund pool (such as exclusive fund pool A or exclusive fund pool B) and exclusive rights (referring to the rights dedicated to a certain department), and occupy or deduct them according to the actual distribution during issuance.

[0104] 4. At the same time, the issuance will link the public fund pool and public rights (equity purchased in a unified manner and available for use by various departments of the company) and occupy them according to the actual issuance.

[0105] 5. Since user points accounts are divided into public points and exclusive points, when exchanging public points, the actual occupation and deduction of the public fund pool and public rights and interests will be based on the exchanged amount; if the exchange is not supported, the exchange will be transferred to the exclusive points.

[0106] 6. When redeeming exclusive points, the actual occupation and deduction of exclusive fund pool A and exclusive rights and interests can be carried out according to the redemption results.

[0107] 7. At the same time, when redeeming exclusive points, the actual occupation and deduction of exclusive fund pool B and exclusive rights and interests can also be carried out according to the redemption results.

[0108] In the technical solution provided in this embodiment, data flow rules are the cornerstone of a smooth process within the points management system. From the moment points are issued, user behavior data is collected and converted into points. These points are then distributed to the user's points account, and a distribution record is generated. Users can query their points balance and details, and each query triggers data updates and displays. When a user chooses to redeem benefits, the system verifies the points balance, deducts the points, records the change, and then distributes the benefits to the user's account. During this process, the fund pool also performs fund settlement to ensure the cost of the benefit redemption is covered and to record the flow of funds. The overall data flow emphasizes real-time, integrity, and security. Using big data and algorithmic technologies, user behavior data is collected and points are calculated in real time, ensuring the accuracy and timeliness of point distribution. A distributed database and high-speed cache are used to improve query speed, allowing users to quickly view their points balance and details. When redeeming points, the system verifies the balance and automatically deducts the points, simultaneously distributing the benefits to the user's account. Fund pool management automatically settles funds through the payment interface.

[0109] For example, in order to help understand the implementation process of the operation resource pool management system obtained by combining this embodiment with the above-mentioned embodiment 1, the management process of the entire operation resource pool is now described. The specific implementation steps are as follows: 1. First, business personnel establish a resource pool and associate the resource pool with the project budget, and set up early warnings for the resource pool. Early warnings can be issued through fund utilization rate, remaining available balance, expiration time, etc.

[0110] 2. Create the benefits required for the user activities or user strategies involved in this operation plan, set the cost, usage conditions, and other information of the benefits, and associate the benefits with the corresponding resource pools. The system will then establish an association between the benefits and resource pools to ensure that each benefit has a budget source.

[0111] 3. Next, set up the benefit usage scenarios, which usually include user activities or user strategies. When creating an activity, set the relevant benefits as prizes. At this time, the activity will be associated with the benefit card and can also correspond to the resource pool of the card. At this time, the system will establish an association between the benefits, activities and resource pools to ensure that the activities or strategies have budget sources.

[0112] 4. After setting up the equity usage scenario, you can monitor budget consumption during operational activities or strategy implementation. Assuming the resource pool project amount is M yuan and the equity card cost is P yuan, the specific monitoring process is as follows: 1) After user A successfully receives the corresponding benefits, he first occupies the funds. At this time, the remaining available balance in the fund pool is (MP) yuan.

[0113] 2) After receiving the corresponding benefits, user B also needs to occupy funds. At this time, the remaining available balance in the fund pool is (M-2P) yuan.

[0114] 3) User A redeems his equity within the validity period, and the actual amount used in the resource pool needs to be deducted. At this time, the actual amount used in the fund pool is P yuan, and the remaining available balance is M-2P yuan.

[0115] 4) User B does not redeem his / her rights within the validity period and needs to release the occupied funds. At this time, the remaining available balance in the fund pool is (MP) yuan.

[0116] 5) When the remaining available balance reaches the set warning value, the warning mechanism will be triggered and the system will send a warning message to the relevant management personnel; the business personnel will reapply for the budget and expand the resource pool. When the resource pool is expanded, the originally associated rights and interests can continue to use the resource pool to ensure that related activities can continue.

[0117] 6) When the resource pool is about to expire, the early warning mechanism will be triggered and the system will send an early warning message to the relevant management personnel. If there are still unused funds at the expiration date, the business personnel will apply for an extension of the resource pool for continued use.

[0118] 7) When the resource pool expires or the funds are exhausted, the entire budget usage process ends.

[0119] 5. After the resource pool is used, financial accounting is required to ensure that the actual financial expenditure and the amount of equity issued are completely consistent. The system will generate a detailed reconciliation statement based on the equity issuance and usage flow, including: 1) Resource pool usage overview table, which records the current usage status of each resource pool, including project approval amount, issued amount, actual deduction amount, remaining available balance, associated benefits, associated activities, etc.

[0120] 2) A record of fund usage for each activity, including the amount distributed for each activity, the actual deduction amount, etc.

[0121] 3) A record of the usage of each benefit type, including the amount of each benefit issued, the actual deduction amount, etc.

[0122] 4) The actual amount of each benefit issued and deducted during the statistical period, and the matching results with the actual amount of benefits redeemed, etc.

[0123] 6. After the equity issuance and actual equity exchange are verified, if the supplier's equity is involved, the Finance Department will use the actual equity issuance data within the statistical period as the basis for payment settlement with the supplier.

[0124] 7. After the budget is used up, the effectiveness of the funds can be evaluated. The system will automatically pull the distribution data and actual conversion data of all activities in the resource pool and calculate the marketing cost of a single customer conversion for each activity. The specific calculation formula is as follows: The cost of converting a single customer for a certain activity = the actual amount deducted from the fund pool for the activity / the actual converted customer.

[0125] Through the above-mentioned creation, use, extension, expansion, extension and expansion methods, the overall marketing financial budget fund management is carried out. Through the entire process from the creation to the end of the resource pool, the equity points issuance process is managed, so that the cost and fund consumption in the marketing field can be traced and monitored.

[0126] Reference Figure 7 This application proposes an operation resource pool management method. Figure 7 This is a flow chart of the first embodiment of the operation resource pool management method of this application, wherein the operation resource pool management system includes an operation resource and expense management module, a rights and interests management module, a points management module and a resource pool configuration module.

[0127] In this embodiment, the operation resource pool management method includes steps S10 to S40: Step S10: The operation resource and expense management module generates a project budget according to the special operation plan submitted by the operation personnel, and associates the project budget with the resource pool.

[0128] It should be noted that the Operational Resources and Expense Management module is used to centrally manage and allocate various resources and expenses (i.e., the funding pool) for marketing activities. For example, this involves budgeting, expenditure control, and expense accounting for marketing-related expenses.

[0129] For example, to facilitate understanding of the implementation process of the fund pool in the operation resource pool management system of this embodiment, as shown in FIG. Figure 2 As shown, the main process of the operation resource pool management system based on this embodiment mainly includes six processes: expense application, operation plan implementation, operation plan implementation feedback, financial accounting, expense payment, and operation expense utilization efficiency analysis.

[0130] Specifically, the expense application process is mainly used in: the first-level operating resources and expense management module, the second-level rights and interests management module and the points management module, and the third-level project funding data flow management module (see below for details).

[0131] The Operational Resources and Expense Management module primarily provides expense selection and management for operational personnel. Expense selection refers to the categories of internally owned operational resources and third-party operational resources. Internally owned operational resources generally include loan coupons, cash red envelopes, labor, postal and telecommunications expenses, etc.; third-party operational resources involve cooperation resources with external suppliers and external procurement resources (such as external equity). Expense management refers to the management of expense caps based on annual indicators, budget breakdown, and operational resource procurement bid requirements. Operational personnel can apply for special operational plan expenses or quotas for operational expenses within a cycle in the Operational Resources and Expense Management module (for example, theoretically, equity expenses, postal and telecommunications expenses, and possible marketing revenue reductions should be included).

[0132] In a feasible implementation, step S10 of this embodiment may include the following steps: when the special operation plan submitted by the operation personnel is approved, the operation resource and expense management module determines the project establishment budget corresponding to the special operation plan; the operation resource and expense management module creates a corresponding resource pool based on the project establishment budget; the operation resource and expense management module associates the resource pool with the operation activities and prize process.

[0133] Specifically, Figure 3 This example illustrates the business processes and relationships within the Operational Resources and Expense Management module. This module includes expense reporting and project approval. The expense reporting process requires employees to submit detailed expense reporting applications before incurring expenses, clearly defining the expense purpose, budget, and expected impact. Applications undergo a series of approvals from department heads, the finance department, and senior management to ensure the rationality and necessity of the expenses. Once approved, the finance department will make payments based on the requested amount and retain relevant documentation for audit purposes.

[0134] After project approval, a fund pool is created. This process aims to centrally manage corporate funds and improve fund efficiency. Based on your business characteristics and funding needs, you must open a fund pool account and set reasonable fund pooling rules (for example, these may include the fund pool budget, available balance, cumulative disbursement amount, cumulative deduction amount, unredeemed or withdrawn disbursed amount that has not expired, unredeemed or withdrawn disbursed amount that has expired, and redeemed or withdrawn disbursed amount).

[0135] The fund pool is then linked to activities (e.g., Activity 1, Activity 2, Activity 3, etc.). This process of linking activities aligns funds with specific activity strategies to ensure the sufficient and compliant use of equity in the operational plan. Operations personnel must plan their operating budgets in advance and apply for funds from the fund pool based on activity progress. Once approved, the activity plan can be executed, and settlement is performed after the activity concludes (e.g., cumulative disbursement amount, current disbursement amount, unredeemed and unexpired disbursement amount, unredeemed and expired disbursement amount, activity pre-allocated amount, and actual activity withdrawal amount), ensuring transparency and accuracy in fund utilization.

[0136] Finally, there are the event-related prizes. The prize-related process focuses on the procurement and distribution of event prizes. Operations personnel must select appropriate prizes based on event requirements and purchase them from suppliers. Prize procurement funds must undergo an approval process to ensure regulatory compliance. After procurement is complete, the prizes must be inspected and linked to a funding pool (for example, prizes in the form of cash or cash bonuses: 1 includes the bonus coupon amount and number; prizes in the form of externally valued equity: 2 includes the purchase price and quantity). These prizes are then distributed according to the event plan to ensure timely delivery of prizes and the smooth running of the event.

[0137] In this embodiment, through the operation resource and expense management module, a reasonable fund pool can be created based on the special operation plan, providing expense selection and management for operators when selecting expenses.

[0138] Step S20: After associating the resource pool with the project budget, the equity management module creates the equity required for the operation activities and associates the equity with the resource pool.

[0139] Specifically, the equity management module can be used to structuredly manage the entire process, from equity procurement or application, to equity creation, issuance or use, distribution or collection, and effectiveness, all the way to final settlement and cost liquidation. Unstructured data in this process is converted into structured data and combined with basic validation rules to construct equity feature engineering and generate an equity data mart.

[0140] In a feasible implementation, step S20 of this embodiment may include the following steps: after the resource pool is associated with the project establishment budget, the equity management module creates the equity required for the operation activity based on the procurement results of the operation activity; the equity management module allocates the equity to the corresponding user account based on the resource pool, wherein the allocation process is implemented based on a preset equity policy; after the equity takes effect, the equity management module monitors the usage of the equity and adjusts the equity policy based on the usage of the equity.

[0141] Specifically, for ease of understanding, Figure 4This example illustrates the management process of the equity module. The equity usage process includes equity purchase application, equity creation, equity issuance and use, equity distribution and collection, equity validation, and equity settlement and clearing.

[0142] The equity purchase application is initiated by the demand department. When planning operations for the next cycle, the type, quantity, and purpose of the equity required are clearly defined, and a project application is submitted. After project approval, the procurement department is responsible for purchasing. Some equity may be purchased annually, eliminating the need for a separate application each time it is used. After project approval, a project funding pool (e.g., Project Funding Pool 1, Project Funding Pool 2, etc.) can be created. At this point, the funding pool is unused.

[0143] Then, rights and interests are created. The procurement department needs to cooperate with the legal and finance departments to create the corresponding rights and interests types and basic rights and interests attributes based on the procurement results, including detailed information, validity period, usage rules (the total amount can be set for some rights and interests if there are inventory restrictions), etc.

[0144] Next, proceed to issuing and using equity. When equity is needed in specific scenarios, such as operational activities, operational strategies, and scenario-based coupons, select and set the specific equity type and quantity. At this stage, you need to associate project funding, and the actual equity expenses must be deducted from the associated resource pool. Then, allocate the created equity to the corresponding employees or customers, and set usage rules.

[0145] Among them, the issuance and collection of rights refers to the issuance of rights to user accounts. The issuance and collection of rights are subject to issuance rules, risk rules, funds and inventory restrictions. Among them, the issuance rules are the issuance and collection conditions set when the rights are issued, such as only being issued or collected to specific customer groups or specific channels; if the rights require activation, the user must meet the activation conditions before the issuance is successful. Risk rules are restrictions to prevent customers from repeatedly collecting rights. Funds and inventory restrictions are the issuance quantity restrictions set when the rights are issued, as well as the operating resource pool associated with the issuance, and whether the remaining available amount is sufficient.

[0146] During the benefit issuance and redemption process, a check is first performed to determine whether the benefit can be issued. If not, the process ends; if so, subsequent benefit transactions are recorded. At this point, the benefit is distributed to the employee or customer's account, either through the system or manually. The employee or customer then claims and uses the benefit by logging in or presenting a receipt, which occupies funds in the fund pool. After the customer claims the benefit, a check is performed to determine whether the benefit requires activation. If the user fails to trigger activation, the benefit expires and the funds are released. If activation is not required or the user successfully triggers activation, the process then determines whether the benefit has expired. If so, the benefit expires and the funds are released. If not, the process then determines whether the customer redeems the benefit from the fund pool. If not, the benefit expires and the funds are released. If the redemption is successful, the benefit becomes effective.

[0147] The effectiveness of rights and interests means that the rights and interests have arrived in the user's external account, such as cash red envelopes have been withdrawn to a bank card. Some rights and interests take effect immediately after being issued (if the external recharge fails, the supplier needs to manually recharge the customer). Some rights and interests require users to redeem them to an external account within the validity period. For example, cash red envelopes need to be withdrawn within the validity period before they can take effect.

[0148] After the benefits become effective, the system or manual verification of their use (for example, actual funds are deducted; if insufficient funds are available, a new project application is submitted and the project approval process is resumed; if sufficient funds are available, reconciliation and accounting are performed during the benefits settlement and liquidation phase) to ensure compliance with the regulations. Furthermore, the benefits management department must continuously track benefits usage and promptly adjust and optimize benefits strategies.

[0149] Finally, during the equity settlement and liquidation phase, the finance department can settle and clear expenses based on equity usage. For entitlements that have already been used, the finance department must verify the flow of funds and pay the corresponding service providers. For unused entitlements, refunds or adjustments must be made. Furthermore, the equity management department must update equity records to ensure the accuracy and completeness of equity data.

[0150] In this embodiment, the entire process of rights and interests can be managed in a structured manner through the rights and interests management module.

[0151] Step S30: When the benefit is triggered, the points management module associates the points corresponding to the operation activity with the resource pool to obtain a data mart.

[0152] It should be noted that points are a quantitative way to incentivize and reward users for participating in activities. A data mart is a centralized data repository that integrates and stores data after associating points with resource pools.

[0153] It's important to note that the points management module is responsible for structured management of the entire points usage process: issuance, acquisition, consumption, and settlement. This process converts unstructured data into structured data and combines it with basic validation rules to create point feature engineering and generate a points data mart.

[0154] Step S40: After associating the data mart with the equity usage scenario, the resource pool configuration module optimizes the resource pool according to the budget consumption during the implementation of the operation activity.

[0155] It should be noted that the rights usage scenarios are specific situations in which the rights can be used, such as discounts in shopping malls, priority shopping, free parking, etc.

[0156] like Figure 2 As shown, after the above expense application process is completed, the operation implementation plan process will begin. This process mainly involves configuring activities or strategies, setting different ways to reach specific customer groups, and distributing different benefits.

[0157] Then enter the operational plan implementation feedback process, which includes: rights distribution and usage, such as rights flow, points distribution flow, points redemption flow, calculation of actual consumption costs, etc.; and postal and telecommunications fee usage, such as SMS contact records, telemarketing contact, calculation of actual consumption costs and coupon usage records, etc.

[0158] Based on the distribution and usage of benefits in the feedback process of the above-mentioned operation plan implementation and budget consumption such as the usage of postal and telecommunications expenses, the resource pool configuration module can be used to optimize the configuration.

[0159] In the technical solution provided by this embodiment, since this embodiment introduces the rights management module and the points management module, the resource pool is associated with the creation and issuance process of rights and points and managed, and the resource pool is optimized during the implementation of the operation activities, thereby avoiding the traditional operation resource pool management process with lax control and difficulty in post-review, so that the cost and capital consumption in the marketing field can be traced and monitored, thereby improving the execution efficiency of the marketing process.

[0160] Other embodiments or specific implementation methods of the operation resource pool management method of this application can refer to the above-mentioned method embodiments and will not be repeated here.

[0161] It should be noted that the above examples are only used to understand this application and do not constitute a limitation on the operation resource pool management system and method of this application. More simple transformations based on this technical concept are all within the scope of protection of this application.

[0162] The above description is only part of the embodiments of the present application and does not limit the patent scope of the present application. All equivalent structural transformations made by using the contents of the present application specification and drawings under the technical concept of the present application, or direct / indirect application in other related technical fields are included in the patent protection scope of the present application.

Claims

1. An operation resource pool management system, characterized in that: The system includes: an operation resource and expense management module, a rights and interests management module, a points management module and a resource pool configuration module; The operation resource and expense management module is used to generate a project budget according to the special operation plan submitted by the operation personnel, and associate the project budget with the resource pool; The equity management module is used to create the equity required for the operation activities and associate the equity with the resource pool after the resource pool is associated with the project establishment budget; The points management module is used to associate the points corresponding to the operation activities with the resource pool to obtain a data mart when the rights are triggered; The resource pool configuration module is used to optimize the configuration of the resource pool according to the budget consumption during the implementation of the operation activities after associating the data mart with the equity usage scenario.

2. The system according to claim 1, characterized in that The operation resource and expense management module is also used to determine the project budget corresponding to the special operation plan when the special operation plan submitted by the operation personnel is approved; The operation resource and expense management module is also used to create a corresponding resource pool according to the project establishment budget; The operation resource and expense management module is also used to associate the resource pool with operation activities and prize processes.

3. The system according to claim 2, characterized in that The equity management module is further configured to create the equity required for the operation activity according to the procurement result of the operation activity after the resource pool is associated with the project establishment budget; The equity management module is further used to allocate the equity to the corresponding user account according to the resource pool, wherein the allocation process is implemented based on a preset equity strategy; The equity management module is further used to monitor the usage of the equity after the equity takes effect, and adjust the equity strategy according to the usage of the equity.

4. The system according to claim 3, characterized in that The points management module is also used to formulate points issuance rules according to business needs and operation strategies; The points management module is further configured to distribute the points to the user account according to the points issuance rules when the rights are triggered; The points management module is also used to deduct the points in the user account during the points consumption process and generate a consumption record.

5. The system according to claim 4, characterized in that The operation resource pool management system also includes a project funding data flow management module; The project funding data circulation management module is used to determine the funding transaction data occurring during the use of the equity; The project funding data circulation management module is further used to slice the funding transaction data to obtain daily funding data, and send the daily funding data to the resource pool configuration module; The resource pool configuration module is also used to reconcile and account the resource pool according to the daily fund data.

6. The system according to claim 5, characterized in that The operation resource pool management system also includes an activity strategy configuration module and an operation resource pool change module; The activity strategy configuration module is used to set the strategy effectiveness conditions based on the relationship between points, rights and interests and resource pools; The activity strategy configuration module is further used to configure operation activities and resource pools to different customer groups according to the policy effectiveness conditions; The operation resource pool change module is used to change the configuration of the operation activities and resource pools when the plan is changed.

7. The system according to any one of claims 1 to 6, characterized in that The resource pool configuration module is further used to obtain the occupied equity of the user and determine the current available balance of the resource pool according to the occupied equity; The resource pool configuration module is further used to determine the redeemed rights and interests of the user after the validity period of the occupied rights and interests expires; The resource pool configuration module is further used to deduct and / or release the resource pool according to the exchanged rights and interests and the current available balance to determine the remaining available balance of the resource pool; The resource pool configuration module is further configured to expand the resource pool when the remaining available balance reaches a warning value.

8. A method for managing an operation resource pool, characterized in that: The operation resource pool management method is applied to an operation resource pool management system, the system includes an operation resource and cost management module, a rights and interests management module, a points management module and a resource pool configuration module; the method described includes: The operation resource and expense management module generates a project budget according to the special operation plan submitted by the operation personnel, and associates the project budget with the resource pool; After associating the resource pool with the project establishment budget, the equity management module creates the equity required for the operation activities and associates the equity with the resource pool; When the benefits are triggered, the points management module associates the points corresponding to the operation activities with the resource pool to obtain a data mart; After associating the data mart with the equity usage scenario, the resource pool configuration module optimizes the resource pool according to the budget consumption during the implementation of the operation activity.

9. The method according to claim 8, characterized in that The operation resource and expense management module generates a project budget according to the special operation plan submitted by the operation personnel, and associates the project budget with the resource pool, including: When the special operation plan submitted by the operation personnel is approved, the operation resource and expense management module determines the project budget corresponding to the special operation plan; The operation resource and expense management module creates a corresponding resource pool according to the project establishment budget; The operation resource and expense management module associates the resource pool with operation activities and prize processes.

10. The method according to claim 9, characterized in that After the resource pool is associated with the project establishment budget, the equity management module creates the equity required for the operation activity and associates the equity with the resource pool, including: After the resource pool is associated with the project establishment budget, the equity management module creates the equity required for the operation activity according to the procurement results of the operation activity; The equity management module allocates the equity to the corresponding user account according to the resource pool, wherein the allocation process is implemented based on a preset equity strategy; After the rights and interests take effect, the rights and interests management module monitors the usage of the rights and interests and adjusts the rights and interests strategy according to the usage of the rights and interests.

Images