Business data processing method and system
By verifying the identity in the interactive platform and retrieving the service content configured on the server, the convenience of business personnel in business data processing is solved, and an efficient business data processing process is achieved.
Patent Information
- Application Number
- CN202111319012.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2021-11-09
- Publication Date
- 2025-03-14
- Estimated Expiration
- 2041-11-09
AI Technical Summary
The prior art cannot meet the convenience processing needs of business personnel for business data, resulting in a reduction in the efficiency of business data processing.
After completing the identity authentication in the interactive platform, the service content configured by the server is retrieved, and the target service content is determined based on the interactive information, and a processing request is sent to the server to realize the automated processing of business data.
It realizes interoperability of business operation processes between the interactive platform and the business data processing server, improves the flexibility and efficiency of business data processing, and meets the needs of business users for convenient processing.
Smart Images

Figure CN114202303B_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the field of Internet technology, and in particular to a method and system for processing business data. Background Art
[0002] With the rapid development of Internet technology, social software has begun to be applied to different business fields, providing people with more convenient ways to communicate, thereby achieving more and more effective transmission of business data. Especially in the insurance business field, more and more insurance business personnel need to push business data to customers based on multi-platform and multi-application combined methods.
[0003] At present, when pushing insurance-related business data to desired customers, business personnel are required to actively communicate through telephone or face-to-face methods, and then process the business data through a designated single business application platform. However, the business data processing based on offline communication and then online greatly reduces the flexibility of business data processing, and cannot meet the business personnel's needs for convenient business data processing, thereby reducing the efficiency of business data processing. Summary of the invention
[0004] A technical problem to be solved by the embodiments of the present invention is that the requirements of business personnel for convenient processing of business data cannot be met, thereby reducing the processing efficiency of business data.
[0005] According to one aspect of the present invention, a method for processing business data is provided, comprising:
[0006] When the identity information corresponding to at least one business data processing is expected to be executed is verified, the business service content is retrieved and output, and the business service content is used to represent the content configured to execute the business data processing based on different business requirements;
[0007] Determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request;
[0008] Receive and output a business data feedback result in response to the processing request.
[0009] Furthermore, before determining the target business service content based on the interaction information and sending a processing request for business data matching the target business service content to the server, the method further includes:
[0010] Determine basic user information based on the interaction information generated by the associated interaction platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information;
[0011] If a processing task corresponding to the basic information of the user is received, the interaction information is recorded and fed back to the server.
[0012] Furthermore, before retrieving and outputting the business service content, the method further includes:
[0013] Obtaining identity information corresponding to a business user who is expected to perform at least one business data processing;
[0014] When the platform access permission corresponding to the identity information is in the authorized state, determining whether the identity information matches the user task identifier;
[0015] If the identity information matches the user task identifier, it is determined that the identity information corresponding to the execution of the business data processing has passed the verification;
[0016] If the identity information does not match the user task identifier, access to the server is prohibited.
[0017] Furthermore, the retrieving and outputting the business service content includes:
[0018] Retrieve the created business extension page and obtain the business service content that matches the identity information when executing the expected processing of business data;
[0019] The business service content is loaded into the business extension page and outputted.
[0020] Furthermore, after receiving and outputting the service data feedback result in response to the processing request, the method further includes:
[0021] Generate business processing progress information based on the interaction information and / or the target business service content, wherein the business processing progress information includes at least one business processing node and a progress record;
[0022] When a service processing node in the service processing progress information is triggered, a service processing progress tracking instruction is sent to the server, so that the server feeds back service tracking information matching the service processing node and the service data.
[0023] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship, and the target business service content determined based on the interactive information includes:
[0024] Identifying key information in the interactive information, wherein the key information includes key text information, key character strings, and key voice information;
[0025] The business service content is matched according to the key information, and the matching business service content is marked and displayed, so as to determine the selected business service content as the target business content.
[0026] According to one aspect of the present invention, another method for processing business data is provided, comprising:
[0027] Configure business service content to perform business data processing based on different business requirements;
[0028] When the interactive platform completes the identity authentication corresponding to the execution of the business data processing, the business service content is output to the interactive platform, so that the interactive platform determines the target business service content for processing the business data;
[0029] The business data is processed based on the target business service content carried in the received processing request, and a business data feedback result is generated and output to the interactive platform.
[0030] Furthermore, after configuring the business service content for performing business data processing based on different business requirements, the method further includes:
[0031] Create processing tasks that match different users' basic information;
[0032] After receiving the basic information of the user sent by the interactive platform, searching for a processing task matching the basic information of the user;
[0033] If there is a matching processing task, the processing task is outputted so that the interaction platform feeds back the recorded interaction information.
[0034] Furthermore, the method further comprises:
[0035] configuring identity information for a business user who is expected to perform at least one business data processing, and sending the identity information to the interactive platform to apply for platform access rights for the identity information;
[0036] A user task identifier is assigned to the identity information based on the processing task to verify whether business data processing matching the user task identifier is executed.
[0037] Furthermore, the business service content of configuring to perform business data processing based on different business requirements includes:
[0038] Create a business extension page, and allocate business service content for different identity information in the business extension page in accordance with different business needs;
[0039] The business extension page is output to the interactive platform based on the system interface, so that the interactive platform outputs matching business service content in the business extension page based on the identity information.
[0040] Furthermore, the method further comprises:
[0041] When receiving a business processing progress tracking instruction, acquiring the interaction information recorded by the interaction platform, and loading the business processing progress information in the interaction platform, the business processing progress information including at least one business processing node and a progress record;
[0042] The business data to be processed is determined, and business tracking information matching the business data and the business processing progress information is searched based on the full business process information, and outputted.
[0043] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business hosting, and the processing of the business data based on the target business service content carried in the received processing request, generating and outputting the business data feedback result to the interactive platform includes:
[0044] Parsing the target business service content, and retrieving a business operation execution instruction matching the target business service content;
[0045] The business data is operated and processed based on the business operation execution instruction, a business data feedback result is generated, and the result is output to the interactive platform.
[0046] According to one aspect of the present invention, there is provided a device for processing business data, comprising:
[0047] A calling module, used to call and output business service content after the identity information corresponding to at least one business data processing is expected to be executed is verified, wherein the business service content is used to represent the content configured to execute the business data processing based on different business requirements;
[0048] A sending module, used to determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request;
[0049] The output module is used to receive and output the business data feedback result in response to the processing request.
[0050] Furthermore, the device also includes:
[0051] A first determination module, configured to determine basic user information based on interaction information generated by an associated interaction platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information;
[0052] The recording module is used to record the interaction information and feed it back to the server if a processing task corresponding to the basic information of the user is received.
[0053] Furthermore, the device also includes:
[0054] The acquisition module is further used to acquire identity information corresponding to a business user who is expected to perform at least one business data processing;
[0055] A judgment module, used for judging whether the identity information matches the user task identifier when the platform access right corresponding to the identity information is in an authorized state;
[0056] A second determination module, configured to determine that the identity information corresponding to the execution of the business data processing has passed the verification if the identity information matches the user task identifier;
[0057] An execution module is used to prohibit access to the server if the identity information does not match the user task identifier.
[0058] Furthermore, the calling module includes:
[0059] A calling unit, used to call the created business extension page and obtain the business service content that matches the identity information when executing the expected processing of business data;
[0060] The loading unit is used to load the business service content into the business extension page and output it.
[0061] Furthermore, the device further comprises: a generating module,
[0062] The generating module is used to generate business processing progress information based on the interaction information and / or the target business service content, wherein the business processing progress information includes at least one business processing node and a progress record;
[0063] The sending module is further configured to send a business processing progress tracking instruction to the server when a business processing node in the business processing progress information is triggered, so that the server feeds back business tracking information matching the business processing node and the business data.
[0064] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship, and the sending module includes:
[0065] An identification unit, used to identify key information in the interactive information, wherein the key information includes key text information, key character string, and key voice information;
[0066] A marking unit is used to match the business service content according to the key information, and mark and display the matching business service content to determine the selected business service content as the target business content.
[0067] According to one aspect of the present invention, another device for processing business data is provided, comprising:
[0068] Configuration module, used to configure business service content for executing business data processing based on different business requirements;
[0069] An output module, configured to output the business service content to the interactive platform after the interactive platform completes the identity authentication corresponding to the execution of business data processing, so that the interactive platform determines the target business service content for processing the business data;
[0070] The generating module is used to process the business data based on the target business service content carried in the received processing request, generate and output the business data feedback result to the interactive platform.
[0071] Furthermore, the device also includes: a creation module, a search module,
[0072] The creation module is used to create processing tasks matching basic information of different users;
[0073] The search module is used to search for processing tasks matching the basic user information after receiving the basic user information sent by the interactive platform;
[0074] The output module is further configured to output the processing task if there is a matching processing task, so that the interaction platform can feed back the recorded interaction information.
[0075] Furthermore, the device further comprises: a distribution module,
[0076] The configuration module is used to configure identity information for a business user who is expected to perform at least one business data processing, and send the identity information to the interactive platform to apply for platform access rights for the identity information;
[0077] The allocation module is used to allocate a user task identifier to the identity information based on the processing task to verify whether to execute business data processing matching the user task identifier.
[0078] Furthermore, the configuration module includes:
[0079] A creation unit, used to create a business extension page, and allocate business service content in the business extension page for different identity information in combination with different business requirements;
[0080] The output unit is used to output the business extension page to the interactive platform based on the system interface, so that the interactive platform outputs the matching business service content in the business extension page based on the identity information.
[0081] Furthermore, the device also includes:
[0082] An acquisition module, configured to acquire the interaction information recorded by the interaction platform and load the business processing progress information in the interaction platform when receiving a business processing progress tracking instruction, wherein the business processing progress information includes at least one business processing node and a progress record;
[0083] The determination module is used to determine the business data to be processed, and search for business tracking information that matches the business data and the business processing progress information based on the full business process information, and output it.
[0084] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship, and the generation module includes:
[0085] A parsing unit, used to parse the target business service content and retrieve a business operation execution instruction matching the target business service content;
[0086] A generating unit is used to perform operation processing on the business data based on the business operation execution instruction, generate a business data feedback result, and output it to the interactive platform.
[0087] According to one aspect of the present invention, a storage medium is provided, wherein at least one executable instruction is stored in the storage medium, and the executable instruction enables a processor to execute an operation corresponding to the above-mentioned method for processing business data.
[0088] According to another aspect of the present invention, there is provided a terminal, comprising: a processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus;
[0089] The memory is used to store at least one executable instruction, and the executable instruction enables the processor to execute an operation corresponding to the above-mentioned business data processing method.
[0090] According to one aspect of the present invention, another storage medium is provided, in which at least one executable instruction is stored, and the executable instruction enables a processor to execute an operation corresponding to the above-mentioned method for processing business data.
[0091] According to one aspect of the present invention, another terminal is provided, comprising: a processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus;
[0092] The memory is used to store at least one executable instruction, and the executable instruction enables the processor to execute an operation corresponding to the above-mentioned business data processing method.
[0093] According to one aspect of the present invention, a business data processing system is provided, comprising: an interactive platform, a server,
[0094] The server is used to configure business service content for executing business data processing based on different business requirements, so as to output the business service content to the interactive platform after completing the identity authentication corresponding to the execution of business data processing in the interactive platform;
[0095] The interactive platform is used to retrieve the business service content in the server and output the business service content when the identity information corresponding to the expected execution of at least one business data processing is verified;
[0096] The interactive platform is further used to determine the target business service content based on the interactive information, and send a processing request for business data matching the target business service content to the server;
[0097] The server is further used to process the business data based on the target business service content carried in the received processing request, generate a business data feedback result, and feed back to the interactive platform so that the interactive platform outputs the business data feedback result.
[0098] The present invention provides a method and system for processing business data. Compared with the prior art, the embodiment of the present invention configures business service content for executing business data processing based on different business needs through a server, so as to complete the identity authentication corresponding to the execution of business data processing in an interactive platform, and then output the business service content to the interactive platform; when the identity information corresponding to the expected execution of at least one business data processing is verified, the interactive platform retrieves the business service content in the server and outputs the business service content; the interactive platform determines the target business service content based on the interactive information, and sends a processing request for business data matching the target business service content to the server; the server processes the business data based on the target business service content, generates a business data feedback result, and feeds back to the interactive platform, so as to realize the interconnection of the business operation process between the interactive platform and the business data processing server, so that the business user can realize the purpose of providing business data processing for the target user based on the interactive platform, which greatly improves the flexibility of business data processing, meets the convenience requirements of business users for business data processing, and thus improves the processing efficiency of business data.
[0099] The technical solution of the present invention is further described in detail below through the accompanying drawings and embodiments. BRIEF DESCRIPTION OF THE DRAWINGS
[0100] The accompanying drawings, which constitute a part of the specification, illustrate embodiments of the present invention and, together with the description, serve to explain the principles of the present invention.
[0101] The present invention may be more clearly understood from the following detailed description with reference to the accompanying drawings, in which:
[0102] Figure 1 A flow chart of a first method for processing business data provided by an embodiment of the present invention is shown;
[0103] Figure 2 A schematic diagram of an interface for outputting a guarantee plan provided by an embodiment of the present invention is shown;
[0104] Figure 3 A schematic diagram of a business service content architecture provided by an embodiment of the present invention is shown;
[0105] Figure 4 A flow chart of a second method for processing service data provided by an embodiment of the present invention is shown;
[0106] Figure 5 A schematic diagram of a task verification process between a salesperson and a customer based on an interactive platform provided by an embodiment of the present invention is shown;
[0107] Figure 6 An interactive interface provided by an embodiment of the present invention is shown;
[0108] Figure 7 A flow chart of a third method for processing service data provided by an embodiment of the present invention is shown;
[0109] Figure 8 A schematic diagram of a permission verification process provided by an embodiment of the present invention is shown;
[0110] Fig. 9 A flow chart of a fourth method for processing service data provided by an embodiment of the present invention is shown;
[0111] Fig.10 A flow chart of NBS progress processing of a plug-in tool provided by an embodiment of the present invention is shown;
[0112] Fig.11 A schematic diagram of an NBS progress bar tool provided by an embodiment of the present invention is shown;
[0113] Fig.12 A schematic diagram of a sense of delivery process provided by an embodiment of the present invention is shown;
[0114] Fig.13 A schematic diagram of a process for saving follow-up records provided by an embodiment of the present invention is shown;
[0115] Fig.14 A schematic diagram of a follow-up record interface provided by an embodiment of the present invention is shown;
[0116] Fig.15 A schematic diagram of an AI assistant process provided by an embodiment of the present invention is shown;
[0117] Fig.16 A flow chart of a fifth method for processing service data provided by an embodiment of the present invention is shown;
[0118] Fig.17 A timing diagram of interaction between an interactive platform and a server provided by an embodiment of the present invention is shown;
[0119] Fig.18 A flow chart of a sixth method for processing service data provided by an embodiment of the present invention is shown;
[0120] Fig.19 A schematic diagram of a process of adding identity information provided by an embodiment of the present invention is shown;
[0121] Fig. 20 An H5 page call sequence diagram provided by an embodiment of the present invention is shown;
[0122] Fig.21 A schematic diagram of a display page of content of a same-screen collaboration service server provided by an embodiment of the present invention is shown;
[0123] Fig. 22A schematic diagram of a follow-up record interface provided by an embodiment of the present invention is shown;
[0124] Fig.23 A block diagram showing the composition of a device for processing business data provided by an embodiment of the present invention is shown;
[0125] Fig.24 A block diagram showing another device for processing service data provided by an embodiment of the present invention is shown;
[0126] Fig.25 A schematic diagram of the structure of a terminal provided by an embodiment of the present invention is shown;
[0127] Fig.26 A schematic diagram showing the structure of another terminal provided by an embodiment of the present invention is shown. DETAILED DESCRIPTION
[0128] Various exemplary embodiments of the present invention will now be described in detail with reference to the accompanying drawings. It should be noted that the relative arrangement of components and steps, numerical expressions and numerical values set forth in these embodiments do not limit the scope of the present invention unless otherwise specifically stated.
[0129] At the same time, it should be understood that for the convenience of description, the sizes of the various parts shown in the drawings are not drawn according to the actual proportional relationship.
[0130] The following description of at least one exemplary embodiment is merely illustrative in nature and is in no way intended to limit the invention, its application, or uses.
[0131] Technologies, methods, and equipment known to ordinary technicians in the relevant art may not be discussed in detail, but where appropriate, the technologies, methods, and equipment should be considered as part of the specification.
[0132] It should be noted that like reference numerals and letters refer to similar items in the following figures, and therefore, once an item is defined in one figure, it need not be further discussed in subsequent figures.
[0133] Embodiments of the present invention may be applied to computer systems / servers that may operate with numerous other general or special computing system environments or configurations. Examples of well-known computing systems, environments, and / or configurations suitable for use with computer systems / servers include, but are not limited to, personal computer systems, server computer systems, thin clients, thick clients, handheld or laptop devices, microprocessor-based systems, set-top boxes, programmable consumer electronics, networked personal computers, minicomputer systems, mainframe computer systems, and distributed cloud computing technology environments including any of the above systems, etc.
[0134] Computer systems / servers may be described in the general context of computer system executable instructions (such as program modules) executed by a computer system. In general, program modules may include routines, programs, object programs, components, logic, data structures, etc., which perform specific tasks or implement specific abstract data types. Computer systems / servers may be implemented in a distributed cloud computing environment where tasks are performed by remote processing devices linked through a communication network. In a distributed cloud computing environment, program modules may be located on local or remote computing system storage media including storage devices.
[0135] The embodiment of the present invention provides a method for processing business data, such as Figure 1 As shown, the method includes:
[0136] 101. When the identity information corresponding to at least one business data processing is expected to be executed is verified, the business service content is retrieved and output.
[0137] In an embodiment of the present invention, the current execution subject can be any application platform that can realize the interactive function, so as to perform the transmission and processing of business data with the server, wherein the server is used to receive each instruction on the business data sent by the interactive platform for processing. Wherein, before the business user in the current interactive platform requests the business data processing, it is necessary to verify the identity information of the business user requesting the business data processing, so as to ensure that the business user has the right to start the processing of the business data. The verification of the identity information may include but is not limited to the verification of the user task identification, the verification of the platform access rights, etc., so that after the verification, the current interactive platform retrieves the business service content and outputs it to the business user front end for viewing. Wherein, the business service content is used to represent the content configured for executing business data processing based on different business needs, that is, the service content configured for business users for business processing according to business needs. The business service content may include but is not limited to electronic order business, user resource management business, business planning, collaborative operation business, business hosting, etc. The current interactive platform outputs various business service contents by embedding the developed H5 page in the front-end interface, so that business users can select and request the processing of business data. In this process, business users request the processing of various business data by selecting the business service content in the H5 page so that the server can process it. Among them, the business service content in the H5 page can be displayed in the interactive interface as a sidebar separately for business users to select.
[0138] It should be noted that after the business user's identity information is verified, he can communicate online with different target users in the interactive platform. During the communication process, he can select whether to execute the corresponding business data processing operation through the various business service contents displayed in the embedded H5 page, thereby opening up the processing flow of business data in the interactive platform and the server. Among them, the target user is the user who the business user expects to generate a business order or execute a business process. Online communication can be carried out through an interactive platform that has an associated relationship with the current interactive platform. For example, after a user who wants to buy an insurance product adds a sales user on a certain letter, the sales user completes the online communication through a certain letter of an enterprise that has an associated relationship with a certain letter. After the sales user logs in to the enterprise letter as the current communication platform, he makes a selection based on the various business service contents in the displayed boundary box, thereby sending various business contents to the purchasing user, such as an electronic insurance policy, etc., which is not specifically limited in the embodiments of the present invention.
[0139] 102. Determine target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server.
[0140] In the embodiment of the present invention, since the business user and the target user communicate online based on the current interactive platform, corresponding interactive information will be generated, including but not limited to text information, language information, video information, image information, etc. At this time, the business user determines the target business service content based on the interactive information, which can be based on manual selection or automatic analysis by the interactive platform to determine the target business service content. For example, based on the "Ping An Fu" content in the text information, the target business content is determined to be the insurance policy plan, and then output to the business user for confirmation. After determining the target business service content, the current interactive platform sends a processing request for the business data corresponding to the target business service content to the server, so that the server processes the business data according to the target business service content.
[0141] It should be noted that the business data in the embodiment of the present invention is used to represent all data requested for processing during the business operation process. Business operations include but are not limited to insurance sales business, product sales business, information transmission business, etc., so that the service end performs data processing of the target business service content based on all data requests generated during the business operation process.
[0142] 103. Receive and output a business data feedback result in response to the processing request.
[0143] In the embodiment of the present invention, after the server completes processing the business data based on the target business service content, it generates a business data feedback result and feeds it back to the current interactive platform, so that the current interactive platform receives the business data feedback result and outputs it to the business user. For example, a business data processing request for evaluation information is sent to the server, the server processes the business data, obtains the evaluation information and feeds it back to the current interactive platform, and the interactive platform outputs it to the business user front-end interface, such as Figure 2 Schematic diagram of the interface for outputting the protection plan.
[0144] In an insurance sales business data processing application scenario, such as Figure 3 As shown in the business service content architecture diagram, the interactive platform manages the business service content configured on the server side according to different business processes. In the early stage of the business user and the target user conducting sales business, you can choose to output business service content for pre-sales scenarios, for example, send the business user's personal information, such as business cards, to the target user; collect the target user's portrait information as the basic data in the business data; retrieve product advertisements and send them to the target user, so as to promote them in the circle of friends. In the middle stage of the business user and the target user conducting sales business, you can choose to output business service content for mid-sales scenarios, for example, use AI auxiliary functions to assist business users in handling the target user's problems; use quick replies and automatic replies in business hosting to ensure smooth communication with target customers. In the later stage of the business user and the target user conducting sales business, you can choose to output business service content for after-sales scenarios, for example, feed back the completed work list or real-time messages as recorded interactive information to the server side to conduct business data statistics; send electronic insurance policies or explanation videos and other information to the target user, so as to promote the realization of business maintenance and guarantee functions.
[0145] Of course, in the process of the above-mentioned interactive platform managing the business service content configured on the server side according to different business processes, it can be realized by executing separate business service functions based on various functional modules embedded in the interactive platform, such as pre-sales, sales, and after-sales modules, so that the business data can be completely linked throughout the business operation (such as insurance sales) process, and efficient management of different business operation processes can be achieved.
[0146] In another embodiment of the present invention, in order to further define and illustrate, as Figure 4As shown, before step 102 determines the target business service content based on the interaction information and sends a processing request for business data matching the target business service content to the server, the method also includes: 201, determining user basic information based on the interaction information generated by the associated interaction platform, and sending the user basic information to the server; 202, if a processing task corresponding to the user basic information is received, recording the interaction information and feeding it back to the server.
[0147] In order to ensure effective data transmission between the current interactive platform and the server, before sending a request for processing business data to the server, the current interactive platform determines the basic information of the user based on the interactive information generated between the current interactive platform and the associated interactive platform. At this time, the associated interactive platform is an interactive platform with an associated relationship with the current interactive platform, including but not limited to an associated platform for sharing interactive data. For example, the current interactive platform is a certain enterprise letter, and the associated interactive platform is a certain letter. When the target user logs in to a certain letter, he can communicate online with the business user who logs in to the certain enterprise letter, thereby realizing the generation of interactive information of the current interactive platform. Among them, since the interactive information may include text information, image information, etc., the basic information of the user can be determined based on the analysis or recognition of the interactive information. For example, the user sends text information such as name, ID number, or sends an ID card picture. At this time, the current interactive platform determines the basic information of the user, that is, including the name, ID number, telephone number, etc. of the target user, and sends the basic information of the user to the server so that the server can determine whether there is a processing task matching this target user. In the embodiment of the present invention, the processing task is the task content that has the authority to process business data in advance for the target customer in the server, so as to perform relevant processing of the business data of the target user based on the existing processing task. When the server finds that there is a corresponding processing task, the current interaction platform determines whether the business user can start recording interaction information based on the processing task based on the received processing task, so as to feed back to the server to generate a task processing record.
[0148] For example, Figure 5 In the application scenario shown in the figure, a salesperson and a customer perform task verification based on an interactive platform. After the salesperson adds the customer's WeChat, the salesperson enters the current interactive platform, such as corporate WeChat. Corporate WeChat determines the user's basic information, such as the user ID, through interactive information and sends it to the server to query whether there is a corresponding processing task. If so, an interactive interface containing a sidebar of various business service contents is displayed, such as Figure 6 The interactive interface shown in the figure records the interactive information and sends it to the server for storage.
[0149] In another embodiment of the present invention, in order to further define and illustrate, as Figure 7As shown, before step 101 retrieves and outputs the business service content, the method also includes: 301, obtaining the identity information corresponding to the business user who is expected to execute at least one business data processing; 302, when the platform access permission corresponding to the identity information is in the authorized state, determining whether the identity information matches the user task identifier; 303a, if the identity information matches the user task identifier, determining that the identity information corresponding to the execution of the business data processing has passed the verification; 303b, if the identity information does not match the user task identifier, prohibiting the execution of access to the server.
[0150] Since the current interactive platform needs to establish a data interface connection with the server to achieve data communication, in order to meet the environmental security requirements and business requirements of the business processing of the current interactive platform, before retrieving and outputting the business service content, it is necessary to verify the identity information of the processor that is expected to perform the business data processing, that is, the business user, to determine whether there is permission to process business data based on the business service content in the current interactive platform. Specifically, the identity information of the processor is obtained. At this time, the identity information can be determined based on the login information obtained by the business user logging into the current interactive platform, or the identity information entered by the business user can be directly collected. The embodiment of the present invention does not make specific limitations.
[0151] In addition, the identity information of the business user is pre-registered in the current interactive platform, so as to determine whether the platform access rights corresponding to the user identity information are authorized. If it is authorized, it means that there is a business user account in the current interactive platform. It can be determined based on the identity information of the business user whether there is a matching user task identifier to determine whether this business user can connect to the target user. Among them, the user task identifier can be configured for the target user when the server generates a processing task. The embodiment of the present invention does not make specific restrictions. Matching based on the identity information and the user task identifier includes both determining whether the target user exists and determining whether the target user connects to the business user corresponding to the identity information. If the identity information matches the user task identifier, it means that the target user exists and belongs to the business connection scope of the current business user. After verification, if the identity information does not match the user task identifier, it means that the target user may not exist, or the business user cannot connect to the target user to process the business data, and the access to the server is prohibited. At this time, even if the business service content is output, the server cannot be requested to process the business output.
[0152] It should be noted that in Figure 8In the permission verification process diagram shown in FIG. 1 , before matching the identity information with the user task identifier, in order to ensure that the business user can effectively access the current interactive platform, it is also possible to verify whether the business user's application status token has expired. If it has expired, access is prohibited, thereby ensuring that the business user has normal access to the interactive platform. Figure 7 After the complete process shown, the information flow between the CRM backend as the server and the enterprise WeChat as the interaction platform is realized.
[0153] In another embodiment of the present invention, for further definition and explanation, the step of retrieving and outputting business service content includes: retrieving the created business extension page, and obtaining the business service content that matches the identity information when executing the expected processing of business data; loading the business service content into the business extension page, and outputting it.
[0154] In order to display the business service content as a sidebar in the current interactive platform in the front-end interface, when outputting the business service content in the current interactive platform, the business extension page created based on the business service in the server can be obtained based on the H5 page subsystem, that is, the business extension page is created by the server through authorization with the H5 page subsystem. At the same time, the business service content matching the identity information is loaded into this business extension page, that is, a sidebar that can be displayed on the front end of the interactive platform is obtained and output. Among them, since different identity information can match different business service content, for example, some business users can provide electronic insurance policy business service content, while some business users are not authorized to provide electronic insurance policy business service content, etc., different business service content can be matched according to different identity information and loaded into the created business extension page.
[0155] In another embodiment of the present invention, in order to further define and illustrate, as Fig. 9 As shown, after step 103 receives and outputs the business data feedback result in response to the processing request, the method also includes: 401, generating business processing progress information based on the interaction information, and / or the target business service content; 402, when the business processing node in the business processing progress information is triggered, sending a business processing progress tracking instruction to the server.
[0156] In order to meet the management needs for business data processing, the current interactive platform can generate business processing progress information based on the interactive information and / or the target business service content. At this time, the target business service content is the business service content selected by the business user that requires business data processing. Therefore, the business processing progress information can be generated based on the different business service contents selected by the business user or the content parsed from the interactive information. Among them, the business processing progress information includes at least one business processing node and a progress record. The business processing node can be generated based on the business service content, including but not limited to the content matching the business service content. For example, each business processing node is respectively sending a business user's personal business card, a risk assessment sending record, an exclusive plan sending record, an electronic insurance policy explanation and sending, a delivery sense record, and a same-screen interaction record. When the processing of business data in a business service content is triggered, the business processing node in the business processing progress information is triggered, and a business processing progress tracking instruction is sent to the server, so that the server can feedback the business tracking information matching the business processing node and the business data, that is, whether the business data processing of the business processing node is completed. When the server completes the processing of the business data, the business tracking information is fed back as an update mark for the business processing node, so that the business user can check whether the corresponding business service content is completed at any time. In addition, in the embodiment of the present invention, the selection trigger of the business processing node can be triggered according to the process sequence, or the trigger node can be configured at will, so as to flexibly configure the processing method of business data for the business user.
[0157] In an application scenario where a business user operates as a plug-in tool NBS progress bar, such as Fig.10 As shown, after passing the authority verification of the interactive platform, the business processing progress information generated in combination with the business service content includes querying friend relationships, querying personal business card sending records, discovering risk assessment sending / browsing / filling records, querying plan configuration / sending / browsing records, querying orders and product information, querying delivery sense sending records, querying same-screen interaction sending records, etc., thereby completing all business processing nodes, such as Fig.11 As shown in the schematic diagram of the NBS progress bar tool, the current interactive platform records and displays the completion status of business users for different business processing nodes, which greatly meets the processing tracking needs of different businesses.
[0158] In order to provide target users with a business data processing progress bar with a sense of delivery experience, in another application scenario where a business user operates the plug-in tool NBS progress bar, such as Fig.12As shown in the delivery sense process diagram, the NBS tool aggregates all the functions in the NBS tool, as well as multiple functions corresponding to the business service content, including personal business cards, risk assessments, plans, electronic insurance policies, delivery sense, same-screen collaboration and other sending functions. Clicking the corresponding send button will send the relevant information in the form of a card to the chat dialog box, and clicking the message to send will send the card to the target user's WeChat. During this process, configuration can be performed based on the content displayed in the delivery sense details page, such as generating rights and interests service information configured for the user so that it can be sent to the target user's WeChat as card content. The configuration process can be carried out through data interaction with the server, so that the server obtains the target user information for configuration, and the embodiments of the present invention do not make specific limitations.
[0159] In the embodiment of the present invention, since the business user and the target user communicate with each other online through the interactive platform, after the data processing flow between the interactive platform and the server is connected, the current interactive platform can send the generated interactive information to the server for storage, which can include the appointment time, communication intention, etc., so that the business user can generate business processing progress information based on the interactive information in the current interactive platform, and update and save the business processing progress information, so that when the target user is contacted again for conversation communication, the historical follow-up record can be retrieved, such as Fig.13 At the same time, the current interactive platform saves the follow-up records recorded by the business user, such as Fig.14 The follow-up record interface diagram shown receives the business processing progress information entered by the business user and feeds it back to the server for storage and binding with the processing task, so that when the processing task is called again, the business data is processed based on the stored follow-up record.
[0160] In another embodiment of the present invention, for further limitation and explanation, the step of determining the target business service content based on the interactive information includes: identifying key information in the interactive information, the key information including key text information, key character strings, and key voice information; matching the business service content according to the key information, and marking and displaying the matching business service content to determine the selected business service content as the target business content.
[0161] In order to accurately determine the business service content, so as to meet the flexibility and convenience requirements of different business users in processing business data for target users, in the embodiment of the present invention, based on the interaction information recorded in the current interactive platform, identification can be performed to obtain key text information, key character strings, key language information, etc., so as to match the business service content based on the pre-configured key text information, key character strings, and key language information, so as to intelligently and quickly complete the determination when determining the target business service content. Specifically, the key text information, key character strings, and key voice information that need to be identified can be added to the AI component in the current interactive platform in advance, so as to identify the interaction information generated when the business user communicates with the target user online. When there is specified key information, the matching business service content is marked. For example, if the key information is "children's insurance", the business service content corresponding to "children's insurance" is matched, such as the push of children's insurance product explanation video, which is marked and displayed, so that the business user can quickly and accurately select this children's insurance product explanation video push as the target business service content, so as to request the server to process this business data.
[0162] It should be noted that since custom applications, such as AI components, can be embedded in the current interactive platform, when the target business service content selected by the business user is business hosting, the interactive information generated during the conversation can be processed by natural language processing, such as NLP processing, by starting the intelligent AI component to parse key information, so as to display the knowledge base content that can be searched by keywords to the business user, so as to achieve the purpose of providing powerful words and materials based on automatic search, provide business users with business communication convenience, and promote the processing effect of business data, such as Fig.15 The figure shows the AI assistant process flow diagram.
[0163] The embodiment of the present invention provides a method for processing business data. Compared with the prior art, after completing the identity authentication corresponding to the execution of business data processing through an interactive platform, the embodiment of the present invention outputs the business service content configured by the server for executing business data processing based on different business needs; when the identity information corresponding to the expected execution of at least one business data processing is verified, the business service content in the server is retrieved and the business service content is output; the target business service content is determined based on the interactive information, and a processing request for business data matching the target business service content is sent to the server, so that the server processes the business data based on the target business service content, generates business data feedback results, and feeds back to the current interactive platform for output, thereby realizing the intercommunication of the business operation process between the interactive platform and the business data processing server, so that the business user can achieve the purpose of providing business data processing for the target user based on the interactive platform, greatly improving the flexibility of business data processing, meeting the convenience requirements of business users for business data processing, and thus improving the processing efficiency of business data.
[0164] The embodiment of the present invention provides another method for monitoring abnormal information. Fig.16 As shown, the method includes:
[0165] 501. Configure business service content for performing business data processing based on different business requirements.
[0166] In an embodiment of the present invention, the current execution subject may be a server that implements a business data processing function. For example, for sales business, the current execution subject is the sales service system CRM, thereby performing transmission processing of business data based on an interactive platform, wherein the interactive platform is used to send the target business service content determined by the business user and the target user during the online communication process to the current server, so that the server processes the business data according to the target business service content. Before the current server processes business data, it will configure business service content that performs business data processing based on different business needs. The business service content includes but is not limited to electronic order business, user resource management business, business planning, collaborative operation business, business hosting, etc., so that the configured business service content is sent to the interactive platform, so that the interactive platform outputs various business service contents based on the H5 page for which authorization is applied. Among them, the electronic order business is used to characterize the service content of generating electronic orders, including but not limited to generating electronic order content for various business products, such as electronic insurance policies; the user resource management business is used to characterize the service content for processing user information and user data, including but not limited to the management of personal information of business users and basic information of target users, for example, the generation of personal business cards of business users; business planning is used to characterize the future processing service planning content of different businesses, including but not limited to business process information, business execution operation content, etc., for example, the underwriting planning content after completing an insurance order; the collaborative operation business is used to characterize the service for collaborative auxiliary operations between business users and target users, including but not limited to same-screen remote operation, etc.; business hosting is used to characterize the hosting service content after the business user is offline, including but not limited to intelligent robot replies, quick replies to target user needs, etc., which are not specifically limited in the embodiments of the present invention.
[0167] It should be noted that the above-mentioned configuration of the business service content in the current server can be jointly configured based on different application components, or it can be based on basic data processing to generate business instructions at the code layer. For example, for collaborative operation services, collaborative calls can be made in conjunction with remote control applications, and for the generation of personal business cards, instructions for adding business card templates to business user personal information can be generated based on the code layer. Therefore, it is only necessary to configure the business service content that needs to be displayed on the H5 page at the front end of the interactive platform in the current server, so as to realize the business data processing process in the server after user selection, and the embodiments of the present invention do not make specific limitations.
[0168] 502. After the interactive platform completes the identity authentication corresponding to the execution of the business data processing, the business service content is output to the interactive platform.
[0169] In an embodiment of the present invention, before a business user requests business data processing in an interactive platform, it is necessary to verify the identity information of the business user requesting business data processing to ensure that the business user has the authority to initiate the processing of the business data. The verification of the identity information may include but is not limited to the verification of the user task identifier, the verification of the platform access rights, etc., so that after the verification, the interactive platform can retrieve the business service content configured in the current server end and output it to the business user front end for viewing, so that the interactive platform can determine the target business service content for processing the business data based on the business service content.
[0170] 503. Process the business data based on the target business service content in the received processing request, generate and output a business data feedback result to the interactive platform.
[0171] Among them, the business data in the embodiment of the present invention is used to characterize all data requested to be processed during the business operation process. Business operations include but are not limited to insurance sales business, product sales business, information transmission business, etc., so as to request the server to perform data processing of the target business service content based on all data generated during the business operation process. After the current server completes processing the business data based on the target business service content, it generates a business data feedback result and feeds it back to the interactive platform, so that the interactive platform receives the business data feedback result and outputs it to the business user. For example, the server receives a business data processing request for evaluation information, and the server processes the business data to obtain the evaluation information and feeds it back to the interactive platform, and the interactive platform outputs it to the business user front-end interface, wherein the business data is the data of all target users recorded in the current server for evaluation, and the embodiment of the present invention does not make specific limitations.
[0172] It should be noted that, since the interactive platform verifies the identity information and satisfies the business user's request for the server to process the business data, the interactive platform can communicate with the current server through the interactive platform interface, thereby realizing data transmission and opening up the full-link information interaction in the business operation process. Fig.17 The interactive platform and the server interaction sequence diagram shown.
[0173] In another embodiment of the present invention, in order to further define and illustrate, as Fig.18 As shown, after step 501 configures the business service content for performing business data processing based on different business needs, the method further includes: 601, creating processing tasks that match different user basic information; 602, after receiving the user basic information sent by the interactive platform, searching for processing tasks that match the user basic information; 603, if there is a matching processing task, outputting the processing task so that the interactive platform can feedback the recorded interactive information.
[0174] In order to meet the targeted needs for processing business data and enable business users to connect with target customers according to processing tasks, the current server creates processing tasks that match the basic information of different users for easy search. Among them, the processing task is the task content that has been established in advance in the server for the target customer with the authority to process business data, so as to perform relevant processing of the business data of the target user based on the existing processing task. When creating a processing task, it can be created according to different basic information of users, that is, the business user can apply to the current server for the creation of a processing task for the target user. After finding that there are no other business users for the target user, the current server creates a processing task that matches the basic information of the user. After receiving the basic information of the user sent by the interactive platform, it searches for whether there is a matching processing task. If so, it will provide feedback to the interactive platform to determine whether to start recording the interactive information.
[0175] It should be noted that, since the processing task is created in the current server, one user's basic information corresponds to one processing task, and a user task identifier is generated at the same time. At this time, the processing task is used to indicate that the current server can perform relevant business data processing for this target user, and the user task identifier is used to indicate that there is a processing task for the target user and to perform business docking for a business user with specific identity information. In the embodiment of the present invention, there is no specific limitation on the form of the user task identifier, which only needs to correspond to the processing task. At the same time, when creating a processing task, the current server can generate a user task identifier that matches the processing task based on the application of the business user, and assign the corresponding identity information, so as to achieve one business user corresponding to one processing task to process business data for one target user.
[0176] In another embodiment of the present invention, for further limitation and explanation, it also includes: configuring identity information for a business user who is expected to perform at least one business data processing, and sending the identity information to the interactive platform to apply for platform access rights for the identity information; assigning a user task identifier to the identity information based on the processing task to verify whether to perform business data processing matching the user task identifier.
[0177] In order to further achieve targeted and convenient business data processing, the current server configures identity information for business users so that the interactive platform can assign platform access rights to business users based on this identity information, thereby enabling the server and interactive platform to be connected during business data processing. Fig.19 As shown in the schematic diagram of the identity information adding process, after configuring the identity information, the current server enters the identity information by calling the system interface of the interactive platform, and at the same time assigns a user task identifier to the identity information, so that after the interactive platform verifies the identity information, the user task identifier is matched. In the embodiment of the present invention, for a business user's request to create a processing task, the identity information of the business user can be assigned to the user task identifier generated in the processing task based on the correspondence. For a processing task created without a business user's application, the generated user task identifier can be randomly assigned an identity information so that the business user of this identity information can connect to the target user corresponding to the processing task.
[0178] In another embodiment of the present invention, for further limitation and explanation, the step configuration of business service content for performing business data processing based on different business needs includes: creating a business extension page, and allocating business service content in the business extension page for different identity information in combination with different business needs; outputting the business extension page to the interactive platform based on the system interface, so that the interactive platform outputs matching business service content in the business extension page based on the identity information.
[0179] In order to display a sidebar containing different business service contents in the interactive platform so as to process relevant business data for the target user during the online interaction, the current server creates a business extension page based on the H5 page subsystem request, and allocates business service contents to different identity information according to different business needs to meet the business processing needs of different business users. For example, the business service contents allocated to sales user a based on business needs are electronic order business and user resource management business, and the business service contents allocated to sales user b based on business needs are user resource management business, business planning, collaborative operation business, and business hosting. Therefore, the business extension page containing the allocation of different business service contents is indicated to the interactive platform based on the system interface, so that the interactive platform outputs matching business service contents in the business extension page based on the identity information.
[0180] It should be noted that if Fig. 20 As shown in the H5 page call sequence diagram, after being verified based on the userid in the interactive platform, the H5 page subsystem is requested to create a business extension page. The created business extension page is the page content displayed in the sidebar of the interactive platform, which serves as the interface for carrying business service content. Moreover, when the business user selects the corresponding business service content, the displayed page can directly request the H5 page subsystem, so that the current server calls the page of the H5 page subsystem to output relevant data, such as Fig.21 The schematic diagram of the display page of the same-screen collaborative business server content shown is not specifically limited in the embodiment of the present invention.
[0181] In another embodiment of the present invention, for further limitation and explanation, it also includes: when a business processing progress tracking instruction is received, the interaction information recorded by the interactive platform is obtained, and the business processing progress information in the interactive platform is loaded, and the business processing progress information includes at least one business processing node and a progress record; the business data to be processed is determined, and based on the full business process information, the business tracking information that matches the business data and the business processing progress information is searched for and outputted.
[0182] In order to meet the management requirements for business data processing, the current server obtains the interaction information recorded by the stored interactive platform according to the business processing progress tracking instruction fed back by the interactive platform, and loads the business processing progress information in the interactive platform. The business processing progress information includes at least one business processing node and a progress record, wherein the business processing node can be generated based on the business service content, including but not limited to the content matching the business service content, and the progress record can be entered between business users, such as the follow-up information of the target user appointment entered, which is not specifically limited in the embodiment of the present invention. When the business user triggers the processing of business data in a business service content in the interactive platform, that is, triggers the business processing node in the business processing progress information, the current server loads, thereby recording the business processing node where the business user is located. In addition, in order to achieve accurate tracking of the business and determine the business data, the business data can be determined based on the request content carried in the processing instruction, or based on the business service content or interactive information to determine the matching business data, so that after the business data is processed, the business processing node in the full business process information is updated, and the business tracking information matching the business data and the business processing progress information is searched based on the full business process information, and feedback is given to the interactive platform.
[0183] In addition, in the embodiment of the present invention, Fig. 22 As shown in the follow-up record interface diagram, when the follow-up information entered by the business user is received in the interactive platform and fed back to the current server for storage, it is bound to the processing task so that when the processing task is called again, the business data is processed based on the stored follow-up record.
[0184] It should be noted that the business tracking information is used to characterize the processing status of each business processing node in the entire business process information. For example, if the business processing node is to send a business card, after the business user's business card is generated based on the processing of the business data, the business processing node is updated. At the same time, the business tracking information after the business card is sent is searched, that is, the tracking information of the successful sending of the business card, such as Fig.11 As shown, so as to feed back to the interactive platform, at this time, it can be displayed in the interactive platform based on calling the H5 page.
[0185] In another embodiment of the present invention, for further limitation and explanation, the step of processing the business data based on the target business service content carried in the received processing request, generating and outputting the business data feedback result to the interactive platform includes: parsing the target business service content, and retrieving the business operation execution instruction that matches the target business service content; performing operation processing on the business data based on the business operation execution instruction, generating a business data feedback result, and outputting it to the interactive platform.
[0186] Since the server of the current execution end is the execution subject for processing the business data, in order to achieve the purpose of processing the business data, the current server parses the target business service content selected by the business user, and retrieves the matching business operation execution instructions to perform operations on the business data. Among them, the business operation execution instructions are code execution instructions that are pre-configured according to different target business service contents, so as to process the business data according to the target business service contents. For example, if the target business service content is to generate an electronic insurance policy, the operation execution instructions automatically generated by the electronic insurance policy are retrieved, and the business data, such as the insurance policy amount, insurance policy term, insurance coverage amount, etc., are operated and processed based on the operation execution instructions automatically generated by the electronic insurance policy to generate business data feedback results, that is, electronic insurance policies, which are output to the interactive platform so that the business user can send the electronic insurance policy to the target user through the interactive platform.
[0187] The embodiment of the present invention provides another method for processing business data. Compared with the prior art, the embodiment of the present invention configures business service content that performs business data processing based on different business needs through the server side, so as to complete the identity authentication corresponding to the execution of business data processing in the interactive platform, and then output the business service content to the interactive platform; the server side receives a processing request for business data that matches the determined target business service content; the business data is processed based on the target business service content, a business data feedback result is generated, and the feedback is given to the interactive platform, so as to realize the interconnection of the business operation process between the interactive platform and the business data processing server side, so that the business user can realize the purpose of providing business data processing for the target user based on the interactive platform, which greatly improves the flexibility of business data processing, meets the convenience requirements of business users for business data processing, and thus improves the processing efficiency of business data.
[0188] Furthermore, as a response to the above Figure 1 The embodiment of the present invention provides a device for processing business data, such as Fig.23 As shown, the device comprises:
[0189] A calling module 71 is used to call and output business service content when the identity information corresponding to at least one business data processing is expected to be executed is verified, and the business service content is used to represent the content configured to execute business data processing based on different business requirements;
[0190] A sending module 72 is used to determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request;
[0191] The output module 73 is used to receive and output the business data feedback result in response to the processing request.
[0192] Furthermore, the device also includes:
[0193] A first determination module, configured to determine basic user information based on interaction information generated by an associated interaction platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information;
[0194] The recording module is used to record the interaction information and feed it back to the server if a processing task corresponding to the basic information of the user is received.
[0195] Furthermore, the device also includes:
[0196] The acquisition module is further used to acquire identity information corresponding to a business user who is expected to perform at least one business data processing;
[0197] A judgment module, used for judging whether the identity information matches the user task identifier when the platform access right corresponding to the identity information is in an authorized state;
[0198] A second determination module, configured to determine that the identity information corresponding to the execution of the business data processing has passed the verification if the identity information matches the user task identifier;
[0199] An execution module is used to prohibit access to the server if the identity information does not match the user task identifier.
[0200] Furthermore, the calling module includes:
[0201] A calling unit, used to call the created business extension page and obtain the business service content that matches the identity information when executing the expected processing of business data;
[0202] The loading unit is used to load the business service content into the business extension page and output it.
[0203] Furthermore, the device further comprises: a generating module,
[0204] The generating module is used to generate business processing progress information based on the interaction information and / or the target business service content, wherein the business processing progress information includes at least one business processing node and a progress record;
[0205] The sending module is further configured to send a business processing progress tracking instruction to the server when a business processing node in the business processing progress information is triggered, so that the server feeds back business tracking information matching the business processing node and the business data.
[0206] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship, and the sending module includes:
[0207] An identification unit, used to identify key information in the interactive information, wherein the key information includes key text information, key character string, and key voice information;
[0208] A marking unit is used to match the business service content according to the key information, and mark and display the matching business service content to determine the selected business service content as the target business content.
[0209] The embodiment of the present invention provides a business data processing device. Compared with the prior art, after completing the identity authentication corresponding to the execution of business data processing through an interactive platform, the embodiment of the present invention outputs the business service content configured by the server to execute business data processing based on different business needs; when the identity information corresponding to the expected execution of at least one business data processing is verified, the business service content in the server is retrieved and the business service content is output; the target business service content is determined based on the interactive information, and a processing request for business data matching the target business service content is sent to the server, so that the server processes the business data based on the target business service content, generates business data feedback results, and feeds back to the current interactive platform for output, thereby realizing the intercommunication of the business operation process between the interactive platform and the business data processing server, so that the business user can achieve the purpose of providing business data processing for the target user based on the interactive platform, greatly improving the flexibility of business data processing, meeting the convenience requirements of business users for business data processing, and thus improving the processing efficiency of business data.
[0210] Furthermore, as a response to the above Fig.16 In order to realize the method shown in the figure, the embodiment of the present invention provides another device for processing business data, such as Fig.24 As shown, the device comprises:
[0211] Configuration module 81, used to configure business service content for performing business data processing based on different business requirements;
[0212] An output module 82, configured to output the business service content to the interactive platform after the interactive platform completes the identity authentication corresponding to the execution of the business data processing, so that the interactive platform determines the target business service content for processing the business data;
[0213] The generating module 83 is used to process the business data based on the target business service content carried in the received processing request, generate and output the business data feedback result to the interactive platform.
[0214] Furthermore, the device also includes: a creation module, a search module,
[0215] The creation module is used to create processing tasks matching basic information of different users;
[0216] The search module is used to search for processing tasks matching the basic user information after receiving the basic user information sent by the interactive platform;
[0217] The output module is further configured to output the processing task if there is a matching processing task, so that the interaction platform can feed back the recorded interaction information.
[0218] Furthermore, the device further comprises: a distribution module,
[0219] The configuration module is used to configure identity information for a business user who is expected to perform at least one business data processing, and send the identity information to the interactive platform to apply for platform access rights for the identity information;
[0220] The allocation module is used to allocate a user task identifier to the identity information based on the processing task to verify whether to execute business data processing matching the user task identifier.
[0221] Furthermore, the configuration module includes:
[0222] A creation unit, used to create a business extension page, and allocate business service content in the business extension page for different identity information in combination with different business requirements;
[0223] The output unit is used to output the business extension page to the interactive platform based on the system interface, so that the interactive platform outputs the matching business service content in the business extension page based on the identity information.
[0224] Furthermore, the device also includes:
[0225] An acquisition module, configured to acquire the interaction information recorded by the interaction platform and load the business processing progress information in the interaction platform when receiving a business processing progress tracking instruction, wherein the business processing progress information includes at least one business processing node and a progress record;
[0226] The determination module is used to determine the business data to be processed, and search for business tracking information that matches the business data and the business processing progress information based on the full business process information, and output it.
[0227] Furthermore, the business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship, and the generation module includes:
[0228] A parsing unit, used to parse the target business service content and retrieve a business operation execution instruction matching the target business service content;
[0229] A generating unit is used to perform operation processing on the business data based on the business operation execution instruction, generate a business data feedback result, and output it to the interactive platform.
[0230] The embodiment of the present invention provides another business data processing device. Compared with the prior art, the embodiment of the present invention configures the business service content that performs business data processing based on different business needs through the server, so as to complete the identity authentication corresponding to the execution of business data processing in the interactive platform, and then output the business service content to the interactive platform; the server receives the processing request of the business data matching the determined target business service content; the business data is processed based on the target business service content, and the business data feedback result is generated, and the feedback is given to the interactive platform, so as to realize the intercommunication of the business operation process between the interactive platform and the business data processing server, so that the business user can realize the purpose of providing business data processing for the target user based on the interactive platform, greatly improving the flexibility of business data processing, meeting the convenience requirements of business users for business data processing, and thus improving the processing efficiency of business data. According to one embodiment of the present invention, a computer storage medium is provided, the storage medium stores at least one executable instruction, and the computer executable instruction can execute the business data processing method in any of the above method embodiments.
[0231] Fig.25 A schematic diagram of the structure of a terminal provided according to an embodiment of the present invention is shown. The specific embodiment of the present invention does not limit the specific implementation of the electronic device.
[0232] like Fig.25 As shown, the terminal may include: a processor (processor) 902 , a communication interface (Communications Interface) 904 , a memory (memory) 906 , and a communication bus 908 .
[0233] The processor 902 , the communication interface 904 , and the memory 906 communicate with each other via a communication bus 908 .
[0234] The communication interface 904 is used to communicate with other devices such as clients or other servers.
[0235] The processor 902 is used to execute the program 910, and specifically can execute the relevant steps in the above-mentioned embodiment of the method for processing business data.
[0236] Specifically, the program 910 may include program codes, which include computer operation instructions.
[0237] The processor 902 may be a central processing unit (CPU), or an application-specific integrated circuit (ASIC), or one or more integrated circuits configured to implement the embodiments of the present invention. The one or more processors included in the electronic device may be processors of the same type, such as one or more CPUs, or processors of different types, such as one or more CPUs and one or more ASICs.
[0238] The memory 906 is used to store the program 910. The memory 906 may include a high-speed RAM memory, and may also include a non-volatile memory (non-volatile memory), such as at least one disk memory.
[0239] The program 910 may be specifically configured to enable the processor 902 to perform the following operations:
[0240] When the identity information corresponding to at least one business data processing is expected to be executed is verified, the business service content is retrieved and output, and the business service content is used to represent the content configured to execute the business data processing based on different business requirements;
[0241] Determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request;
[0242] Receive and output a business data feedback result in response to the processing request.
[0243] According to an embodiment of the present invention, another computer storage medium is provided, wherein the storage medium stores at least one executable instruction, and the computer executable instruction can execute the method for processing business data in any of the above method embodiments.
[0244] Fig.26 A schematic diagram of the structure of another terminal provided according to an embodiment of the present invention is shown. The specific embodiment of the present invention does not limit the specific implementation of the electronic device.
[0245] like Fig.26 As shown, the terminal may include: a processor (processor) 1002 , a communication interface (Communications Interface) 1004 , a memory (memory) 1006 , and a communication bus 1008 .
[0246] The processor 1002 , the communication interface 1004 , and the memory 1006 communicate with each other via a communication bus 1008 .
[0247] The communication interface 1004 is used to communicate with other devices such as clients or other servers.
[0248] The processor 1002 is used to execute the program 1010, and specifically can execute the relevant steps in the above-mentioned embodiment of the method for processing business data.
[0249] Specifically, the program 1010 may include program codes, which include computer operation instructions.
[0250] The processor 1002 may be a central processing unit (CPU), or an application-specific integrated circuit (ASIC), or one or more integrated circuits configured to implement the embodiments of the present invention. The one or more processors included in the electronic device may be processors of the same type, such as one or more CPUs; or may be processors of different types, such as one or more CPUs and one or more ASICs.
[0251] The memory 1006 is used to store the program 1010. The memory 1006 may include a high-speed RAM memory, and may also include a non-volatile memory (non-volatile memory), such as at least one disk memory.
[0252] The program 1010 may be specifically used to enable the processor 1002 to perform the following operations:
[0253] Configure business service content to perform business data processing based on different business requirements;
[0254] When the interactive platform completes the identity authentication corresponding to the execution of the business data processing, the business service content is output to the interactive platform, so that the interactive platform determines the target business service content for processing the business data;
[0255] The business data is processed based on the target business service content carried in the received processing request, and a business data feedback result is generated and output to the interactive platform.
[0256] Furthermore, as a response to the above Figure 1 and 6 To implement the method shown, an embodiment of the present invention provides a system for processing business data, the system comprising:
[0257] The server is used to configure business service content for executing business data processing based on different business requirements, so as to output the business service content to the interactive platform after completing the identity authentication corresponding to the execution of business data processing in the interactive platform;
[0258] The interactive platform is used to retrieve the business service content in the server and output the business service content when the identity information corresponding to the expected execution of at least one business data processing is verified;
[0259] The interactive platform is further used to determine the target business service content based on the interactive information, and send a processing request for business data matching the target business service content to the server;
[0260] The server is further used to process the business data based on the target business service content carried in the received processing request, generate a business data feedback result, and feed back to the interactive platform so that the interactive platform outputs the business data feedback result.
[0261] Each embodiment in this specification is described in a progressive manner, and each embodiment focuses on the differences from other embodiments. The same or similar parts between the embodiments can be referred to each other. For the system embodiment, since it basically corresponds to the method embodiment, the description is relatively simple, and the relevant parts can be referred to the partial description of the method embodiment.
[0262] The method and system of the present invention may be implemented in many ways. For example, the method and system of the present invention may be implemented by software, hardware, firmware or any combination of software, hardware, firmware. The above order of steps for the method is only for illustration, and the steps of the method of the present invention are not limited to the order specifically described above, unless otherwise specifically stated. In addition, in some embodiments, the present invention may also be implemented as a program recorded in a recording medium, which includes machine-readable instructions for implementing the method according to the present invention. Thus, the present invention also covers a recording medium storing a program for executing the method according to the present invention.
[0263] The description of the present invention is given for the purpose of illustration and description, and is not intended to be exhaustive or to limit the invention to the disclosed form. Many modifications and variations will be apparent to those of ordinary skill in the art. The embodiments are selected and described in order to better illustrate the principles and practical applications of the present invention and to enable those of ordinary skill in the art to understand the present invention and thereby design various embodiments with various modifications suitable for particular uses.
Claims
1. A method for processing business data, characterized in that: include: When the identity information corresponding to at least one business data processing is expected to be executed is verified, the business service content is retrieved and output, and the business service content is used to represent the content configured to execute the business data processing based on different business requirements; Determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request; receiving and outputting a business data feedback result in response to the processing request; Before determining the target business service content based on the interaction information and sending a processing request for business data matching the target business service content to the server, the method further includes: Determine basic user information based on the interaction information generated by the associated interaction platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information; If a processing task corresponding to the basic information of the user is received, the interaction information is recorded and fed back to the server.
2. The method according to claim 1, characterized in that Before retrieving and outputting the business service content, the method further includes: Obtaining identity information corresponding to a business user who is expected to perform at least one business data processing; When the platform access permission corresponding to the identity information is in the authorized state, determining whether the identity information matches the user task identifier; If the identity information matches the user task identifier, it is determined that the identity information corresponding to the execution of the business data processing has passed the verification; If the identity information does not match the user task identifier, access to the server is prohibited.
3. The method according to claim 2, characterized in that The calling and outputting of business service content includes: Retrieve the created business extension page and obtain the business service content that matches the identity information when executing the expected processing of business data; The business service content is loaded into the business extension page and outputted.
4. The method according to claim 1, characterized in that After receiving and outputting the service data feedback result in response to the processing request, the method further includes: Generate business processing progress information based on the interaction information and / or the target business service content, wherein the business processing progress information includes at least one business processing node and a progress record; When a service processing node in the service processing progress information is triggered, a service processing progress tracking instruction is sent to the server, so that the server feeds back service tracking information matching the service processing node and the service data.
5. The method according to any one of claims 1 to 4, characterized in that: The business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship. The target business service content determined based on the interactive information includes: Identifying key information in the interactive information, wherein the key information includes key text information, key character strings, and key voice information; The business service content is matched according to the key information, and the matching business service content is marked and displayed, so as to determine the selected business service content as the target business content.
6. A method for processing business data, characterized in that: include: Configure business service content to perform business data processing based on different business requirements; When the interactive platform completes the identity authentication corresponding to the execution of the business data processing, the business service content is output to the interactive platform, so that the interactive platform determines the target business service content for processing the business data; Processing the business data based on the target business service content carried in the received processing request, generating and outputting the business data feedback result to the interactive platform; After configuring the business service content for performing business data processing based on different business requirements, the method further includes: Create processing tasks that match different users' basic information; After receiving the basic information of the user sent by the interactive platform, searching for a processing task matching the basic information of the user; If there is a matching processing task, the processing task is outputted so that the interaction platform feeds back the recorded interaction information.
7. The method according to claim 6, characterized in that The method further comprises: configuring identity information for a business user who is expected to perform at least one business data processing, and sending the identity information to the interactive platform to apply for platform access rights for the identity information; A user task identifier is assigned to the identity information based on the processing task to verify whether business data processing matching the user task identifier is executed.
8. The method according to claim 6, characterized in that The business service content of the configuration to perform business data processing based on different business needs includes: Create a business extension page, and allocate business service content for different identity information in the business extension page in accordance with different business needs; The business extension page is output to the interactive platform based on the system interface, so that the interactive platform outputs matching business service content in the business extension page based on the identity information.
9. The method according to claim 6, characterized in that The method further comprises: When receiving a business processing progress tracking instruction, acquiring the interaction information recorded by the interaction platform, and loading the business processing progress information in the interaction platform, the business processing progress information including at least one business processing node and a progress record; The business data to be processed is determined, and business tracking information matching the business data and the business processing progress information is searched based on the full business process information, and outputted.
10. The method according to any one of claims 6 to 9, characterized in that: The business service content includes electronic order business, user resource management business, business planning, collaborative operation business, and business trusteeship. The processing of the business data based on the target business service content carried in the received processing request, generating and outputting the business data feedback result to the interactive platform includes: Parsing the target business service content, and retrieving a business operation execution instruction matching the target business service content; The business data is operated and processed based on the business operation execution instruction, a business data feedback result is generated, and the result is output to the interactive platform.
11. A device for processing business data, characterized in that: include: A calling module, used to call and output business service content after the identity information corresponding to at least one business data processing is expected to be executed is verified, wherein the business service content is used to represent the content configured to execute the business data processing based on different business requirements; A sending module, used to determine the target business service content based on the interaction information, and send a processing request for business data matching the target business service content to the server, so that the server processes the business data based on the target business service content carried in the received processing request; An output module, used for receiving and outputting a business data feedback result in response to the processing request; The device also includes: A first determination module, configured to determine basic user information based on interaction information generated by an associated interaction platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information; The recording module is used to record the interaction information and feed it back to the server if a processing task corresponding to the basic information of the user is received.
12. A device for processing business data, characterized in that: include; Configuration module, used to configure business service content for executing business data processing based on different business requirements; An output module, configured to output the business service content to the interactive platform after the interactive platform completes the identity authentication corresponding to the execution of business data processing, so that the interactive platform determines the target business service content for processing the business data; A generating module, configured to process the business data based on the target business service content carried in the received processing request, generate and output the business data feedback result to the interactive platform; The device also includes: a creation module, a search module, The creation module is used to create processing tasks matching basic information of different users; The search module is used to search for processing tasks matching the basic user information after receiving the basic user information sent by the interactive platform; The output module is further configured to output the processing task if there is a matching processing task, so that the interaction platform can feed back the recorded interaction information.
13. A computer storage medium, wherein at least one executable instruction is stored in the storage medium, and the executable instruction enables a processor to execute an operation corresponding to the method for processing business data according to any one of claims 1 to 5.
14. A terminal, comprising: A processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus; The memory is used to store at least one executable instruction, and the executable instruction enables the processor to perform an operation corresponding to the method for processing business data according to any one of claims 1-5.
15. A computer storage medium, wherein at least one executable instruction is stored in the storage medium, and the executable instruction enables a processor to execute an operation corresponding to the method for processing business data according to any one of claims 6 to 10.
16. A terminal, comprising: A processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus; The memory is used to store at least one executable instruction, and the executable instruction enables the processor to perform an operation corresponding to the business data processing method according to any one of claims 6-10.
17. A system for processing business data, characterized in that: include: Interactive platform, server, The server is used to configure business service content for executing business data processing based on different business requirements, so as to output the business service content to the interactive platform after completing the identity authentication corresponding to the execution of business data processing in the interactive platform; The interactive platform is used to retrieve the business service content in the server and output the business service content when the identity information corresponding to the expected execution of at least one business data processing is verified; The interactive platform is further used to determine the target business service content based on the interactive information, and send a processing request for business data matching the target business service content to the server; The server is further configured to process the business data based on the target business service content carried in the received processing request, generate a business data feedback result, and provide feedback to the interactive platform so that the interactive platform outputs the business data feedback result; The interactive platform is further used to determine basic user information based on the interactive information generated by the associated interactive platform, and send the basic user information to the server to determine whether there is a processing task matching the basic user information; If a processing task corresponding to the basic information of the user is received, the interaction information is recorded and fed back to the server; The server is also used to create processing tasks that match different user basic information; after receiving the user basic information sent by the interactive platform, it searches for processing tasks that match the user basic information; if there is a matching processing task, it outputs the processing task so that the interactive platform can feedback the recorded interactive information.
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