Salesman entry management method and management system

Abstract

The invention discloses a salesman entry management method and management system, and the method achieves the system access adaptation in different access scenes through the construction of a hierarchical login mechanism, and meets the diversified business demands of bank signing and enterprise signing in combination with a differential signing process design. And full-process digital management and control from information input, state updating, loan tracking to post-loan voucher uploading is realized through the input information full-life-cycle management module. And meanwhile, the system has the functions of multi-dimensional screening query, automatic data verification and authority level-to-level management, effectively improves the express entry operation efficiency of the salesman, ensures the accuracy and integrity of the express entry information, reduces the business management cost, and is suitable for business scenes needing refined customer express entry management, such as financial staging and the like. According to the technical scheme of the invention, the problems of non-standard flow, untimely information updating, poor service adaptability and the like in the traditional input management are solved, and an efficient and extensible input management solution is provided for enterprises.

Description

Technical Field

[0001] This invention relates to the field of customer relationship management technology, specifically to a salesperson application management method and system, applicable to the entire process of salesperson's application management for financial installment business, including application entry, status tracking, loan disbursement management, and post-loan document uploading. Background Technology

[0002] In financial installment loan and other business scenarios, sales staff frequently need to handle customer application-related tasks, including collecting customer information, submitting application requests, tracking approval progress, recording loan disbursement status, and uploading post-loan documentation. Traditional application management methods often rely on manual recording or simple spreadsheet tools, which have the following problems:

[0003] Limited login options and insufficient access control: Existing systems mostly support only a single login method, which cannot adapt to different scenarios where sales staff have joined WeChat Work. Furthermore, there is a lack of effective control over the functional permissions under different login methods, which can easily lead to limited functionality or data security risks.

[0004] Poor adaptability of the signing process: There are significant differences between the business processes of bank signing and corporate signing. The existing system has not designed differentiated information entry and management processes for the two signing methods, resulting in cumbersome operations for salespersons and incomplete or inaccurate information entry.

[0005] Untimely updates on application status: From application to loan disbursement, an application needs to go through multiple stages (approval, signing, disbursement, etc.). In the traditional way, it is difficult for salespersons to update the status in the system in real time, resulting in opaque business progress and affecting reconciliation and performance accounting.

[0006] Dispersed loan disbursement and voucher management: The recording of multiple loan disbursement information lacks systematic support, and the post-loan voucher uploading and management process is not standardized, which can easily lead to voucher loss or information omission, increasing business compliance risks.

[0007] Low efficiency in querying and modifying applications: Sales staff find it difficult to quickly query target applications, and the process for modifying application information is complex, affecting business processing efficiency. Therefore, those skilled in the art provide a method and system for managing applications submitted by sales staff to solve the problems mentioned in the background. Summary of the Invention

[0008] To address the aforementioned technical problems, this invention provides a salesperson application management method and system. This CRM application management solution is adaptable to diverse login scenarios, supports differentiated contract signing processes, and enables full lifecycle management of applications. It aims to improve salesperson operational efficiency, ensure the accuracy and integrity of business data, and reduce management costs. The solution includes the following steps:

[0009] S1: System login adaptation. Based on whether the salesperson has joined WeChat Work, a corresponding login method is provided. The login method includes login via the WeChat Workbench entrance and login via a web link. When logging in via a web link, some functions are subject to access restrictions.

[0010] S2: Initialization of application submission. The salesperson triggers the new application submission operation on the main interface of the CRM system and selects the corresponding contracting method for the application submission. The contracting method includes at least bank contracting and corporate contracting.

[0011] S3: Application Information Entry. Based on the selected contract method, the corresponding information entry fields are displayed. The salesperson fills in the relevant application information and submits it. The relevant application information includes customer basic information, product information, application information and channel source information.

[0012] S4: Application status management. Salespersons update the application status in the CRM system according to the actual progress of the application. The application status includes at least the following: under review, approved, in the process of signing, failed to sign, loan disbursed, rejected, and abandoned.

[0013] S5: Loan disbursement information management. When the application status is updated to "loan disbursed", the salesperson enters the loan disbursement information, which includes the loan disbursement time and the loan amount. It also supports the addition and cumulative calculation of multiple loan disbursement information.

[0014] S6: Post-loan voucher management. For applications that require post-loan vouchers, the salesperson uploads the corresponding post-loan voucher file according to the system prompts and selects the voucher type and consumption type.

[0015] Preferred option: In step S1, when a salesperson logs in for the first time, there is also a step to select the enterprise entity and a step to verify the mobile phone number. Before the salesperson logs in, the system administrator needs to complete the personnel registration and addition in the management backend.

[0016] Preferably, in step S3, when the signing method is bank signing, the information entry field includes at least application information; when the signing method is enterprise signing, the information entry field also includes customer qualification information.

[0017] Preferred option: In step S3, the selection range of channel source information is preset by the system administrator in the management backend, and the selection of the contract city will affect the range of selectable banks and product types.

[0018] Preferred method: In step S4, when updating the status of incoming documents, the target status must be selected through the status selection control in the system, and the status update trigger button must be clicked to complete the status modification. Furthermore, a preset flow logic is set between different incoming document statuses to prevent status jumps that do not conform to the business process.

[0019] Preferably, step S5 also includes a reconciliation amount display step. Based on the bank feedback data imported by the administrator, the system displays the reconciliation month, reconciliation amount, and cumulative reconciliation confirmation amount for the corresponding application on the loan information interface. The reconciliation amount is the actual amount spent by the customer using their card.

[0020] A salesperson application management system based on a CRM system, characterized in that it includes:

[0021] The login adaptation module is used to provide two login methods based on whether the salesperson has joined WeChat Work: WeChat Workbench login and web link login. It also performs enterprise entity selection and mobile phone number verification during the first login and controls function permissions.

[0022] The application initialization module provides an entry point for triggering new applications and displays a contract selection interface to receive the contract selection method chosen by the salesperson.

[0023] The information entry module is used to display the corresponding information entry fields according to the contract signing method, receive the application information filled in by the salesperson, and perform legality verification on the fields;

[0024] The status management module provides an inbound status selection control and an update trigger button, receives status update operations from sales personnel, and records the inbound status flow record.

[0025] The loan management module provides a loan information entry interface when the application status is "loan disbursed". It supports adding loan information multiple times, calculates and displays the cumulative loan amount, and also displays the reconciliation amount data.

[0026] The voucher management module is used to identify incoming applications that require the uploading of post-loan vouchers, and provides voucher upload controls, voucher type selection controls, and consumption type selection controls. It receives and stores post-loan voucher files uploaded by salespersons.

[0027] The query and modification module provides a query interface with filtering conditions, supports multi-dimensional filtering conditions, displays a list of query results, and provides an entry point for viewing application details and information modification functions;

[0028] The administrator backend module is used by administrators to register and add personnel, set channel source options, set bank and product associations, and import reconciliation data.

[0029] Preferably, the legality verification of the information entry module includes field non-empty verification, data format verification, and logical association verification. The logical association verification includes the association verification between the contracted city and the bank or product, and the reasonableness verification of the application amount and the application period.

[0030] Preferably, it also includes a data storage module for storing salesperson information, application information, status transition records, loan disbursement information, post-loan voucher files, and reconciliation data. It also categorizes and stores different types of data and establishes a correlation index between the data. The correlation index includes the correlation between salesperson and application, the correlation between application and loan disbursement information, and the correlation between application and post-loan voucher.

[0031] Preferably, it also includes an interface display module to provide a visual operation interface, including a homepage, business center, examination center, contract signing center and task center. The business center at least includes entry points for functions such as pending follow-up, my applications, new applications, contract rejection and voucher rejection.

[0032] The technical effects and advantages of this invention are as follows:

[0033] 1. This method achieves system access adaptation under different access scenarios by constructing a hierarchical login mechanism, meets the diverse business needs of bank signing and enterprise signing by combining differentiated signing process design, and realizes full-process digital control from information entry, status update, loan tracking to post-loan voucher upload through the full life cycle management module of application information.

[0034] 2. The system has multi-dimensional filtering and query, automatic data verification and hierarchical permission management functions, which effectively improves the efficiency of sales staff in handling applications, ensures the accuracy and completeness of application information, reduces business management costs, and is suitable for business scenarios such as financial installment that require refined customer application management. Attached Figure Description

[0035] Figure 1 This is a flowchart of the salesperson application management method provided in the embodiments of this application;

[0036] Figure 2 This is a schematic diagram of the salesperson application management system provided in the embodiments of this application. Detailed Implementation

[0037] The present invention will now be described in further detail with reference to the accompanying drawings and specific embodiments. The embodiments of the present invention are given for illustrative and descriptive purposes only, and are not intended to be exhaustive or to limit the invention to the forms disclosed. Many modifications and variations will be apparent to those skilled in the art. The embodiments were chosen and described to better illustrate the principles and practical application of the invention, and to enable those skilled in the art to understand the invention and design various embodiments with various modifications suitable for a particular purpose.

[0038] Please see Figures 1-2This embodiment provides a salesperson application management method and system that can adapt to diverse login scenarios, support differentiated contract signing processes, and realize a CRM application management solution that manages the entire application lifecycle. This aims to improve salesperson operational efficiency, ensure the accuracy and integrity of business data, and reduce management costs. The solution includes the following steps:

[0039] S1: System login adaptation. Based on whether the salesperson has joined WeChat Work, a corresponding login method is provided. The login method includes login via the WeChat Workbench entrance and login via a web link. When logging in via a web link, some functions are subject to access restrictions.

[0040] S2: Initialization of application submission. The salesperson triggers the new application submission operation on the main interface of the CRM system and selects the corresponding contracting method for the application submission. The contracting method includes at least bank contracting and corporate contracting.

[0041] S3: Application Information Entry. Based on the selected contract method, the corresponding information entry fields are displayed. The salesperson fills in the relevant application information and submits it. The relevant application information includes customer basic information, product information, application information and channel source information.

[0042] S4: Application status management. Salespersons update the application status in the CRM system according to the actual progress of the application. The application status includes at least the following: under review, approved, in the process of signing, failed to sign, loan disbursed, rejected, and abandoned.

[0043] S5: Loan disbursement information management. When the application status is updated to "loan disbursed", the salesperson enters the loan disbursement information, which includes the loan disbursement time and the loan amount. It also supports the addition and cumulative calculation of multiple loan disbursement information.

[0044] S6: Post-loan voucher management. For applications that require post-loan vouchers, the salesperson uploads the corresponding post-loan voucher file according to the system prompts and selects the voucher type and consumption type.

[0045] In one specific implementation, in step S1, login adaptation is fundamental to system use and needs to consider different access scenarios for business users while ensuring system security and functional availability. The specific process is as follows:

[0046] Login Method Determination: The system first determines whether the salesperson has joined WeChat Work. If they have, it provides a WeChat Work platform login entry, allowing them to access the system via the path "WeChat Work → Work Platform → CRM". If they have not joined, it provides a web link login option and suggests that they bookmark the link for future logins.

[0047] Differentiated access control: The two login methods have different functional permissions. When logging in via WeChat Work, full functionality is supported, and multi-window operation is also supported (documents, emails, files, and web pages can be opened simultaneously), improving work efficiency; when logging in via a web link, some functions (such as internal enterprise communication, initiating approval processes, and viewing sensitive business data) are unavailable, avoiding the risk of data leakage.

[0048] First-time login verification: When a salesperson logs in for the first time, they need to complete two key operations:

[0049] Company Entity Selection: The system displays a list of available company entities (such as "Information Technology (Shanghai) Co., Ltd.", "Guoru Financial Information Service (Shanghai) Co., Ltd.", "Nanjing Branch", etc.), and the salesperson selects the corresponding entity based on the actual company they belong to;

[0050] Mobile phone verification: The salesperson enters the reserved mobile phone number, obtains and fills in the SMS verification code to complete the identity verification.

[0051] Prerequisites for login: Before any salesperson logs in, the system administrator must complete the registration and addition of the personnel in the "System Management Backend". The administrator must enter the basic information of the salesperson (name, department, position, etc.) and the associated mobile phone number to ensure that the login personnel's identity is legitimate.

[0052] The advantages of this design are: adapting to different scenarios for login to meet the access needs of different business personnel; balancing functional availability and data security through differentiated permission control; and ensuring the accuracy of user identity through initial login verification to prevent unauthorized logins.

[0053] Furthermore, in step S1, when a salesperson logs in for the first time, there are also steps to select the enterprise entity and verify the mobile phone number. Before the salesperson logs in, the system administrator needs to complete the personnel registration and addition in the management backend.

[0054] In one specific implementation, step S3, application initialization, is the starting point of application management. Its core is determining the contract signing method for the application, laying the foundation for subsequent information entry. The specific process is as follows:

[0055] New application trigger: After successfully logging into the CRM system, the salesperson enters the main interface and clicks the "New Application" button in the "Business Center" module to trigger the application initialization process.

[0056] Contract Signing Method Selection: The system displays a contract signing method selection interface, offering two options: "Bank Contract Signing" and "Contract Signing" (i.e., Corporate Contract Signing). Salespeople select the appropriate method based on the actual business situation. The applicable scenarios for the two contract signing methods are as follows:

[0057] Bank signing: This applies to applications that are directly handled by bank account managers. Such applications do not need to go through the company's signing coordination team; the salesperson directly connects with the bank.

[0058] Signing: This applies to transactions without a designated branch for receiving the application, or applications that the company requires to be coordinated through the signing coordination group. For such applications, the signing coordination group needs to participate in the customer's signing and approval follow-up.

[0059] The advantage of this step is that by determining the signing method in advance, it provides a basis for subsequent differentiated information entry, avoids information redundancy or omission, and improves the targeting of application entry.

[0060] In one specific implementation, in step S3, when the signing method is bank signing, the information entry fields at least include product type, customer name, contact number, application date, application amount, application period, bank name, branch name, signing city, channel source, and referrer; when the signing method is enterprise signing, the information entry fields also include customer qualification information, which at least includes property information, loan purpose, employer type, work unit, occupation, education level, monthly housing provident fund contribution, monthly income, marital status, household registration, and age. Information entry is a core step in application management, and differentiated information entry fields need to be designed according to different signing methods to ensure the completeness and accuracy of the information. The specific process is as follows:

[0061] Field display logic: The system automatically displays the corresponding information entry fields based on the signing method selected in step S2. The main difference between the two signing methods lies in the requirements for customer qualification information. Bank signing focuses on basic business information, while signing requires supplementary customer qualification information to support the access assessment.

[0062] Furthermore: In step S3, when the signing method is bank signing, the information entry field includes at least application information; when the signing method is enterprise signing, the information entry field also includes customer qualification information.

[0063] Furthermore: In step S3, the selection range of channel source information is preset by the system administrator in the management backend, and the selection of the contract city will affect the range of selectable banks and product types.

[0064] Furthermore: In step S4, when updating the status of incoming documents, the target status must be selected through the status selection control in the system, and the status update trigger button must be clicked to complete the status modification. Preset flow logic is set between different incoming document statuses to prevent status jumps that do not conform to the business process.

[0065] Furthermore, step S5 also includes a reconciliation amount display step. Based on the bank feedback data imported by the administrator, the system displays the reconciliation month, reconciliation amount, and cumulative reconciliation confirmation amount for the corresponding application on the loan information interface. The reconciliation amount is the actual amount spent by the customer using their card.

[0066] A salesperson application management system based on a CRM system, characterized in that it includes:

[0067] The login adaptation module is used to provide two login methods based on whether the salesperson has joined WeChat Work: WeChat Workbench login and web link login. It also performs enterprise entity selection and mobile phone number verification during the first login and controls function permissions.

[0068] The application initialization module provides an entry point for triggering new applications and displays a contract selection interface to receive the contract selection method chosen by the salesperson.

[0069] The information entry module is used to display the corresponding information entry fields according to the contract signing method, receive the application information filled in by the salesperson, and perform legality verification on the fields;

[0070] The status management module provides an inbound status selection control and an update trigger button, receives status update operations from sales personnel, and records the inbound status flow record.

[0071] The loan management module provides a loan information entry interface when the application status is "loan disbursed". It supports adding loan information multiple times, calculates and displays the cumulative loan amount, and also displays the reconciliation amount data.

[0072] The voucher management module is used to identify incoming applications that require the uploading of post-loan vouchers, and provides voucher upload controls, voucher type selection controls, and consumption type selection controls. It receives and stores post-loan voucher files uploaded by salespersons.

[0073] The query and modification module provides a query interface with filtering conditions, supports multi-dimensional filtering conditions, displays a list of query results, and provides an entry point for viewing application details and information modification functions;

[0074] The administrator backend module is used by administrators to register and add personnel, set channel source options, set bank and product associations, and import reconciliation data.

[0075] Furthermore, the legality verification of the information entry module includes field non-empty verification, data format verification, and logical association verification. The logical association verification includes the association verification between the contracted city and the bank or product, and the reasonableness verification of the application amount and the application period.

[0076] Furthermore, it also includes a data storage module for storing salesperson information, application information, status flow records, loan disbursement information, post-loan voucher files, and reconciliation data. It categorizes and stores different types of data and establishes a correlation index between data. The correlation index includes the correlation between salesperson and application, the correlation between application and loan disbursement information, and the correlation between application and post-loan voucher.

[0077] Furthermore, it also includes an interface display module to provide a visual operation interface, including a homepage, business center, examination center, contract signing center and task center. The business center at least includes entry points for functions such as pending follow-up, my applications, new applications, contract rejection and voucher rejection.

[0078] In one specific implementation, the bank's contract information entry field is as follows:

[0079] Product information includes "Product type" (such as home improvement installment, car life installment, etc., which are required fields and can be selected through drop-down menu), "Rate type" (you need to select the corresponding rate standard, such as fixed rate, tiered rate, etc.), and "Product rate" (which can be automatically displayed or manually entered depending on the selected rate type).

[0080] Customer basic information: including "Customer Name" (required, must match the ID card) and "Contact Number" (required, must be a valid mobile phone number, format verification supported);

[0081] Application information includes "Application Date" (required, defaults to the current date, can be manually modified), "Application Amount" (required, unit is yuan, must be entered as an integer), "Number of Application Periods" (required, e.g., 60 periods, select the range of available periods through the drop-down menu), and "Approved Amount" (enter when the application status is "Approved", unit is yuan).

[0082] Bank and branch information: including "Bank Name" (required, such as Postal Savings Bank, selected via drop-down menu), "Branch Name" (required, such as Xuhui Branch, automatically displays a list of available branches based on the selected bank), and "Contract City" (required, select the city where the customer signed the contract, the system filters available banks and product types based on the contract city to avoid selecting unsupported business combinations);

[0083] Channels and referral information: This includes "Channel" (required, select the customer source channel, such as direct sales, XX merchant, etc., the options are preset by the administrator in the management backend), "Source" (required, associated with the channel, further refine the customer source), and "Referrer" (optional, fill in the information of the person who recommended the customer);

[0084] Other information includes "Application Number" (automatically generated by the system or manually entered, used to uniquely identify the application), "Interviewee" (optional, fill in the information of the person responsible for the interview), and "Remarks" (optional, fill in supplementary information related to the application).

[0085] Contract information entry fields:

[0086] Basic fields: The basic fields (product information, customer basic information, application information, bank and branch information, channel and referral information) are consistent with those in the contract with the bank;

[0087] Customer Qualification Information (Required, used by the contract coordination team and the bank for customer eligibility assessment): Includes "Property Information" (Property Type: Commercial Housing / Other, Property Ownership: Yes / No, Property Area: Enter the specific area value), "Loan Purpose" (e.g., Renovation, Required), "Employer Type" (e.g., Enterprise, Required), "Employer" (Enter the specific employer name, Required), "Occupation" (Required), "Education" (e.g., Bachelor's Degree, Required, select from drop-down menu), "Monthly Housing Provident Fund Contribution" (Enter the specific amount in RMB, Required), "Monthly Income" (Enter the specific amount in RMB, Required), "Marital Status" (e.g., Married, Required, select from drop-down menu), "Household Registration" (e.g., Region, Required), "Age" (Enter the specific age, Required, e.g., 40 years old).

[0088] Information Verification and Submission: When salespersons fill in information, the system performs real-time validity checks, including:

[0089] Not empty validation: Checks required fields; if a field is not filled in, it will display the message "This field is required, please fill it in".

[0090] Format validation: The format of fields such as contact phone number (must conform to mobile phone number format, 11 digits), application amount (must be a positive integer), and application date (must be a valid date, no later than the current date) is checked. If the format does not meet the requirements, an error message will be displayed.

[0091] Logical association verification: such as verifying the association between the contracted city and the bank / product (if "Shanghai" is selected as the contracted city, only banks and products with business operations in Shanghai will be displayed), and verifying the reasonableness of the application amount and application period (such as limiting the minimum application period if the application amount exceeds a certain threshold). After the verification is passed, the salesperson clicks the "Submit" button to complete the entry of the application information. The system stores the application information in the database and generates a unique application number.

[0092] The advantages of this design are: differentiated field design meets the information requirements of different signing methods and avoids information redundancy; real-time legality verification ensures the accuracy of the entered information and reduces subsequent modification costs; and the design of related logic avoids business process conflicts and improves business compliance.

[0093] Obviously, the described embodiments are only a part of the embodiments of the present invention, and not all of them. All other embodiments obtained by those skilled in the art and related fields based on the embodiments of the present invention without inventive effort should fall within the scope of protection of the present invention. Structures, devices, and operating methods not specifically described and explained in the present invention, unless otherwise specified or limited, shall be implemented according to conventional means in the art.

Claims

1. A salesperson's document processing management method, characterized in that, Includes the following steps: S1: System login adaptation. Depending on whether the salesperson has joined WeChat Work, a corresponding login method is provided. The login method includes login via the WeChat Workbench entrance and login via a web link. When logging in via a web link, some functions are subject to access restrictions. S2: Initialization of application submission. The salesperson triggers the new application submission operation on the main interface of the CRM system and selects the corresponding contracting method for the application submission. The contracting method includes at least bank contracting and corporate contracting. S3: Application Information Entry. Based on the selected contract method, the corresponding information entry fields are displayed. The salesperson fills in the relevant application information and submits it. The relevant application information includes customer basic information, product information, application information and channel source information. S4: Application status management. Salespersons update the application status in the CRM system according to the actual progress of the application. The application status includes at least the following: under review, approved, in the process of signing, failed to sign, loan disbursed, rejected, and abandoned. S5: Loan disbursement information management. When the application status is updated to "loan disbursed", the salesperson enters the loan disbursement information, which includes the loan disbursement time and the loan amount. It also supports the addition and cumulative calculation of multiple loan disbursement information. S6: Post-loan voucher management. For applications that require post-loan vouchers, the salesperson uploads the corresponding post-loan voucher file according to the system prompts and selects the voucher type and consumption type.

2. The salesperson's document processing management method according to claim 1, characterized in that, In step S1, when a salesperson logs in for the first time, there are also steps to select the enterprise entity and verify the mobile phone number. Before the salesperson logs in, the system administrator needs to complete the personnel registration and addition in the management backend.

3. The salesperson's document processing management method according to claim 1, characterized in that, In step S3, when the signing method is bank signing, the information entry field includes at least application information; when the signing method is enterprise signing, the information entry field also includes customer qualification information.

4. The salesperson's document processing management method according to claim 1, characterized in that, In step S3, the selection range of channel source information is preset by the system administrator in the management backend, and the selection of the contract city will affect the range of banks and product types that can be selected.

5. The salesperson's document processing management method according to claim 1, characterized in that, In step S4, when updating the status of incoming documents, the target status must be selected through the status selection control in the system, and the status update trigger button must be clicked to complete the status modification. Preset flow logic is set between different incoming document statuses to prevent status jumps that do not conform to the business process.

6. The salesperson application management method and management system according to claim 1, characterized in that, Step S5 also includes a reconciliation amount display step. Based on the bank feedback data imported by the administrator, the system displays the reconciliation month, reconciliation amount, and cumulative reconciliation confirmation amount for the corresponding application on the loan information interface. The reconciliation amount is the actual amount spent by the customer using their card.

7. A salesperson application management system based on a CRM system, characterized in that, The login adaptation module is used to provide two login methods based on whether the salesperson has joined WeChat Work: WeChat Workbench login and web link login. It also performs enterprise entity selection and mobile phone number verification during the first login and controls function permissions. The application initialization module provides an entry point for triggering new applications and displays a contract selection interface to receive the contract selection method chosen by the salesperson. The information entry module is used to display the corresponding information entry fields according to the contract signing method, receive the application information filled in by the salesperson, and perform legality verification on the fields; The status management module provides an inbound status selection control and an update trigger button, receives status update operations from sales personnel, and records the inbound status flow record. The loan management module provides a loan information entry interface when the application status is "loan disbursed". It supports adding loan information multiple times, calculates and displays the cumulative loan amount, and also displays the reconciliation amount data. The voucher management module is used to identify incoming applications that require the uploading of post-loan vouchers, and provides voucher upload controls, voucher type selection controls, and consumption type selection controls. It receives and stores post-loan voucher files uploaded by salespersons. The query and modification module provides a query interface with filtering conditions, supports multi-dimensional filtering conditions, displays a list of query results, and provides an entry point for viewing application details and information modification functions; The administrator backend module is used by administrators to register and add personnel, set channel source options, set bank and product associations, and import reconciliation data.

8. The salesperson document processing management system according to claim 7, characterized in that, The validity verification of the information entry module includes field non-empty verification, data format verification, and logical association verification. The logical association verification includes the association verification between the contracted city and the bank or product, and the reasonableness verification of the application amount and the application period.

9. A salesperson document processing management system according to claim 7, characterized in that, It also includes a data storage module for storing salesperson information, application information, status flow records, loan disbursement information, post-loan voucher files, and reconciliation data. It categorizes and stores different types of data and establishes a correlation index between data. The correlation index includes the correlation between salesperson and application, the correlation between application and loan disbursement information, and the correlation between application and post-loan voucher.

10. A salesperson order processing management system according to claim 7, characterized in that, It also includes an interface display module to provide a visual operation interface, including a homepage, business center, examination center, contract signing center and task center. The business center includes at least the following function entry points: pending follow-up, my applications, new applications, contract rejection and voucher rejection.

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