A method and device for managing customer information

By checking, marking and de-marking the customer information, and combining a distributed architecture and optimistic locking mechanism, the information inconsistency and cumbersome maintenance of customer information governance under centralized governance is solved, and the smoothness and accuracy of customer information governance is achieved.

CN114416700BActive Publication Date: 2025-05-06BANK OF CHINA
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Patent Information

Application Number
CN202210072651.6
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2022-01-21
Publication Date
2025-05-06
Estimated Expiration
2042-01-21

AI Technical Summary

Technical Problem

The existing customer information governance methods adopt centralized governance, resulting in inconsistent information and cumbersome maintenance, making it difficult to trace, track and identify.

Method used

By defining the operation of checking, marking and de-marking of customer information, we can achieve no disorder and no dirty data in the process of customer information governance. We adopt a distributed architecture and optimistic locking mechanism to achieve real-time compliance inspection and maintenance.

Benefits of technology

It realizes the smoothness and accuracy of customer information governance, avoids the defects of centralized governance, saves costs, is convenient to operate, and is maintained at any time, and avoids the problems of inconsistency and cumbersome information.

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Abstract

This invention provides a distributed method and apparatus for customer information governance. The method includes: querying customer information; performing compliance checks on the customer information; if a field of the customer information does not meet the preset conditions for compliance checks, inserting the tag corresponding to the field of the customer information that does not meet the preset conditions into the customer information, thus tagging the customer information; when maintaining the customer information, if the fields of the maintained customer information meet the preset conditions for compliance checks, untagging the tagged customer information, and migrating the untagging customer information to the customer information system. This invention, by defining tagging, tagging, and untagging operations for customer information, ensures that the customer information governance process is not chaotic and does not generate dirty data, avoiding the difficulties in traceability, tracking, and identification that occur in centralized governance.
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Description

Technical Field

[0001] The present invention relates to the field of distributed technology, and in particular to a customer information management method and device. Background Art

[0002] This section is intended to provide a background or context to embodiments of the invention that are recited in the claims. No description herein is admitted to be prior art by inclusion in this section.

[0003] Data governance is the foundation of the data management system and the core and guarantee of data management work. Customer information governance is based on the data management strategy of the manager, combining the organization and personnel, processes and related technical tools related to customer information governance to enhance the value of the manager's data assets.

[0004] Usually, customer information management is centralized, which takes a lot of time and cost, and has problems such as inconsistent information and cumbersome maintenance.

[0005] Therefore, how to provide a new solution that can solve the above technical problems is a technical problem that needs to be solved urgently in this field. Summary of the invention

[0006] The embodiment of the present invention provides a customer information management method, which defines the operations of checking, labeling, and de-labeling customer information, so as to achieve no disorder and no dirty data in the customer information management process, and avoid the situation that it is difficult to trace, track, and identify in centralized management. The method includes:

[0007] Query customer information;

[0008] Perform compliance testing on customer information. If a field of the customer information does not meet the preset conditions of the compliance testing, insert a label corresponding to the field of the customer information that does not meet the preset conditions into the customer information to label the customer information;

[0009] When maintaining customer information, if the fields of the maintained customer information meet the preset conditions of the compliance test, the marked customer information will be unmarked and the unmarked customer information will be migrated to the customer information system.

[0010] The embodiment of the present invention further provides a customer information management device, which may include:

[0011] Customer information query module, used to query customer information;

[0012] A marking module is used to perform compliance detection on customer information. If a field of the customer information does not meet the preset conditions of the compliance detection, a mark corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information to mark the customer information;

[0013] The de-labeling module is used to de-label the tagged customer information when maintaining the customer information. If the fields of the maintained customer information meet the preset conditions of the compliance detection, the de-labeled customer information will be de-labeled and the de-labeled customer information will be migrated to the customer information system.

[0014] An embodiment of the present invention also provides a computer device, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the above-mentioned customer information management method when executing the computer program.

[0015] An embodiment of the present invention further provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the above-mentioned customer information management method is implemented.

[0016] An embodiment of the present invention further provides a computer program product, which includes a computer program. When the computer program is executed by a processor, the computer program implements the above-mentioned customer information management method.

[0017] A customer information management method and device provided by an embodiment of the present invention includes: querying customer information; performing compliance detection on customer information, if the field of customer information does not meet the preset conditions of compliance detection, inserting the label corresponding to the field of customer information that does not meet the preset conditions into the customer information, and marking the customer information; when maintaining customer information, if the field of the maintained customer information meets the preset conditions of compliance detection, then unmarking the marked customer information, and migrating the unmarked customer information to the customer information system. The present invention defines query, labeling, and unmarking operations for customer information, so as to achieve no disorder and no dirty data in the customer information management process. The present invention can perform compliance inspection and maintenance on customer information in real time, whether in a distributed peripheral system or a core system, through query, labeling, and unmarking operations, and gradually change customer information into compliance information, so that customer information management can be carried out throughout a long cycle, avoiding the situation that centralized management is difficult to trace, track, and identify. The present invention can provide a distributed customer information management solution for service providers with customer information supervision requirements, which can greatly save costs, is easy to operate, and can be maintained at any time, avoiding the information inconsistency and tediousness caused by centralized maintenance. BRIEF DESCRIPTION OF THE DRAWINGS

[0018] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following briefly introduces the drawings required for use in the embodiments or the prior art descriptions. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without creative work. In the drawings:

[0019] Figure 1 The present invention is a schematic diagram of a method for managing customer information according to an embodiment of the present invention.

[0020] Figure 2 The present invention is a flowchart of a method for managing customer information.

[0021] Figure 3 A schematic diagram of an optimistic locking mechanism of a customer information management method according to an embodiment of the present invention.

[0022] Figure 4 A schematic diagram of a computer device for running a customer information management method implemented by the present invention.

[0023] Figure 5 A schematic diagram of a customer information management device according to an embodiment of the present invention. DETAILED DESCRIPTION

[0024] To make the purpose, technical solution and advantages of the embodiments of the present invention more clear, the embodiments of the present invention are further described in detail below in conjunction with the accompanying drawings. Here, the exemplary embodiments of the present invention and their descriptions are used to explain the present invention, but are not intended to limit the present invention.

[0025] The present invention belongs to distributed technology. Figure 1 A schematic diagram of a method for managing customer information according to an embodiment of the present invention is shown in FIG. Figure 1 FIG. 1 is a schematic diagram of a method for managing customer information according to an embodiment of the present invention. Figure 1 As shown, an embodiment of the present invention provides a customer information management method, which defines query, labeling, and de-labeling operations for customer information, thereby achieving no disorder and no dirty data in the customer information management process, and avoiding the situation where it is difficult to trace, track, and identify in centralized management. The method includes:

[0026] Step 101: Query customer information;

[0027] Step 102: Perform compliance check on the customer information. If a field of the customer information does not meet the preset conditions of the compliance check, insert a label corresponding to the field of the customer information that does not meet the preset conditions into the customer information to mark the customer information.

[0028] Step 103: When maintaining customer information, if the fields of the maintained customer information meet the preset conditions of the compliance test, the marked customer information is unmarked and the unmarked customer information is migrated to the customer information system.

[0029] A customer information management method and device provided by an embodiment of the present invention includes: querying customer information; performing compliance detection on customer information, if the field of customer information does not meet the preset conditions of compliance detection, inserting the label corresponding to the field of customer information that does not meet the preset conditions into the customer information, and marking the customer information; when maintaining customer information, if the field of the maintained customer information meets the preset conditions of compliance detection, then unmarking the marked customer information, and migrating the unmarked customer information to the customer information system. The present invention defines query, labeling, and unmarking operations for customer information, so as to achieve no disorder and no dirty data in the customer information management process. The present invention can perform compliance inspection and maintenance on customer information in real time, whether in a distributed peripheral system or a core system, through query, labeling, and unmarking operations, and gradually change customer information into compliance information, so that customer information management can be carried out throughout a long cycle, avoiding the situation that centralized management is difficult to trace, track, and identify. The present invention can provide a distributed customer information management solution for service providers with customer information supervision requirements, which can greatly save costs, is easy to operate, and can be maintained at any time, avoiding the information inconsistency and tediousness caused by centralized maintenance.

[0030] Figure 2 Flow chart of a method for managing customer information according to an embodiment of the present invention. Figure 2 As shown, when a customer information management method provided by an embodiment of the present invention is specifically implemented, in one embodiment, it may include:

[0031] Query customer information;

[0032] Perform compliance testing on customer information. If a field of the customer information does not meet the preset conditions of the compliance testing, insert a label corresponding to the field of the customer information that does not meet the preset conditions into the customer information to label the customer information;

[0033] When maintaining customer information, if the fields of the maintained customer information meet the preset conditions of the compliance test, the marked customer information will be unmarked and the unmarked customer information will be migrated to the customer information system.

[0034] In one embodiment, the aforementioned query of customer information may be a query on the compliance of the customer information field. The compliance of the customer information is represented by an identifier. According to the definition of the identifier, whether the customer information field is compliant is obtained.

[0035] When a customer information management method provided by an embodiment of the present invention is specifically implemented, in one embodiment, a label corresponding to the field of the customer information that does not meet the preset condition is inserted into the customer information, and the customer information is labeled, including:

[0036] According to the field of the customer information that does not meet the preset conditions, a pre-established mapping table of the field of the customer information and the target is searched to determine the target corresponding to the field of the customer information that does not meet the preset conditions;

[0037] Parse customer information and obtain customer number and customer status code array;

[0038] According to the customer number and customer status code array, the mark corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information as a customer information management record;

[0039] If a key value is repeated and the customer information management record is valid, the current valid customer information management record is skipped and the next customer information management record is inserted until all customer management information is inserted and the customer information tagging is completed.

[0040] In the embodiment, compliance detection is performed on customer information. If a field of the customer information does not meet the preset conditions of the compliance detection, a label corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information to mark the customer information. The main process includes:

[0041] First, use the preset conditions of compliance detection to perform compliance detection on customer information; then, parse the customer information to obtain the customer number and customer status code array; then, based on the customer number and customer status code array, insert the label corresponding to the field of the customer information that does not meet the preset conditions into the customer information as a customer information management record; if a key value is repeated and the customer information management record is valid, directly skip the current valid customer information management record and execute the insertion of the next customer information management record until all customer management information insertions are completed and customer information labeling is completed.

[0042] When marking customer information, it is necessary to make rule judgments based on the definition of the customer information field and the input customer information. If the input rules are not met, the marking is non-compliant, that is, the flag is set as non-compliant. By marking customer information, customer information can be managed in different categories, avoiding duplication of management information, and at the same time, the current status of customer information can be clearly known, so that management can be targeted.

[0043] The above-mentioned query of customer information may belong to a tag checking operation in one embodiment, which is set after the customer information is tagged. Through the tag checking operation, it is possible to clearly know which customer information is not compliant, and only the customer information that has not been untagged needs to be maintained.

[0044] When a customer information management method provided by an embodiment of the present invention is specifically implemented, in one embodiment, when maintaining customer information, if the fields of the maintained customer information meet the preset conditions of compliance detection, the marked customer information is untagged, including:

[0045] When maintaining customer information, obtaining the fields of the maintained customer information; maintaining customer information includes: completing or modifying the customer information;

[0046] The fields of the maintained customer information are subject to compliance check. If the fields of the maintained customer information meet the preset conditions of the compliance check, the corresponding "label" is found according to the customer number and customer status code list, and the customer information management record corresponding to the "label" is deleted to complete the unmarking of the marked customer information; the customer number and customer status code list includes: customer number and customer status code array, label; wherein the customer number and customer status code array have a corresponding relationship with the label. The aforementioned "label" refers to the customer management information that is inserted into the customer information by replacing the fields of the aforementioned customer information that does not meet the preset conditions. In simple terms, it means replacing the non-compliant information in the original customer information with an identifier, referred to as a "label".

[0047] In the embodiment, since the customer information that does not meet the compliance test has been marked, when the customer information is maintained later, it is necessary to unmark the marked fields. The main process includes: first, when maintaining the customer information, the fields of the maintained customer information are obtained; the maintenance of the customer information includes: completing or modifying the customer information; then, the fields of the maintained customer information are subjected to compliance testing. If the fields of the maintained customer information meet the preset conditions of the compliance test, the corresponding mark is found according to the customer number and customer status code list, and the customer information governance record corresponding to the mark is deleted to complete the unmarking of the marked customer information; the customer number and customer status code list includes: customer number and customer status code array; wherein the customer number and customer status code array have a corresponding relationship with the mark. Customer information unmarking refers to judging the regularity of the customer information according to the input customer information. If the compliance rules are met, the mark position of the customer information is set to compliance. Unmarking and marking are a set of operations. The check operation before unmarking can clearly know which customer information is not compliant. It is only necessary to maintain the customer information that has not been unmarked, and perform partial or full unmarking. For successfully de-labeled customer information, that is, compliant customer information, the customer information is moved to the customer information system to avoid repeated maintenance;

[0048] Through the operations of checking, labeling, and unlabeling, whether in the bank's peripheral system or core system, customer information can be checked for compliance in real time, partially or fully modified, and gradually changed into compliance information, so that customer information management can be carried out throughout a very long period of time. It avoids the difficulty of tracing, tracking, and identifying in centralized management.

[0049] When a customer information management method provided by an embodiment of the present invention is specifically implemented, in one embodiment, it also includes:

[0050] The operations of marking and unmarking customer information are configured in the common unit of the distributed unitized architecture, and the services that call the marking and unmarking operations are configured in the independent units of the distributed unitized architecture.

[0051] In the embodiment, the distributed architecture is divided into a public unit and an independent unit. The public unit mainly performs operations of marking and unmarking customer information, and the independent unit is used to initiate calls for marking and unmarking operations.

[0052] In the embodiment of the present invention, the definition of the unit words of the distributed architecture is as follows:

[0053] G unit: also referred to as a public unit, where inseparable data and services are deployed. These data or services may be relied upon by RZone. There is only one group of GZones in the world, and only one copy of the data.

[0054] R unit: also refers to an independent unit, which is the zone that best meets the theoretical unit definition. Each RZone is self-contained, has its own data, and can complete all business.

[0055] C unit: It also deploys inseparable data and services, and will also be relied upon by RZone. Unlike GZone, the data or services in CZone will be frequently accessed by RZone, at least once for each business; while the frequency of access to GZone by RZone is much lower. CZone is specially designed to solve the problem of long-distance latency.

[0056] According to the above unit definition, the characteristics of each unit are as follows:

[0057] R unit: key systems related to customer accounts must be split, and systems that can be split should be split as much as possible. The services on the key business links must be split in the same dimension, with convergence within the unit to reduce cross-unit access. There are requirements for database multi-activeness and unit-level disaster recovery.

[0058] G unit: applications must access the full amount of data, cannot be split according to the established splitting dimensions, non-critical applications and data (long tail);

[0059] C unit: is frequently accessed by key businesses. There is a time difference between the creation (writing) and use (reading) of most data. C is a read-only copy of G.

[0060] A distributed architecture is adopted, and the operations of checking, labeling, and de-labeling are designed as business components. Other systems can complete a series of operations by calling this component. The operation of this component is performed in the G unit (public unit), and other services that call this service are distributed in the R unit (independent unit). In addition, a distributed optimistic lock is set when modifying data, so the operation of modifying data is only in the G unit (public unit). This allows the data to be maintained in one copy, avoiding data asynchrony. Each service has only one latest copy of the customer information queried.

[0061] Figure 3 FIG. 1 is a schematic diagram of an optimistic locking mechanism of a method for managing customer information according to an embodiment of the present invention. Figure 3 As shown, when a customer information management method provided by an embodiment of the present invention is specifically implemented, in one embodiment, it also includes:

[0062] According to the optimistic locking mechanism, customer information is maintained; the optimistic locking mechanism includes:

[0063] Perform maintenance pre-query on the marked customer information to obtain the original timestamp of the mark;

[0064] Get the maintenance timestamp of the fields that need to be modified in the maintained customer information;

[0065] Compare the original timestamp with the maintenance timestamp;

[0066] If the timestamps are different, it is determined that the tag has been maintained, and no further maintenance is performed, and the maintenance predecessor query is returned;

[0067] If the timestamps are the same, it is determined that the tag has not been maintained and the customer information is maintained.

[0068] When maintaining customer information, an optimistic locking mechanism needs to be adopted, which mainly includes: first, perform a maintenance leading query on the marked customer information to obtain the original timestamp of the mark; then, obtain the maintenance timestamp of the field that needs to be modified in the maintained customer information; then, compare the original timestamp with the maintenance timestamp; if the timestamps are different, it is determined that the mark has been maintained, no longer maintained, and return to the maintenance leading query; if the timestamps are the same, it is determined that the mark has not been maintained, and the customer information is maintained. For the operations of checking, marking, and de-marking, the distributed optimistic locking mechanism is adopted in the technical implementation. Based on whether the query timestamps are consistent, marking and de-marking are performed, which can avoid technical dirty data problems. In this way, in a distributed architecture, when multiple systems call the atomic service, the problem of multiple writes can be avoided. A distributed architecture is adopted, and the operations of checking, marking, and de-marking are designed as business components. Other systems can complete a series of operations by calling this component. The operation of this component is performed in the G unit (public unit), and other services that call this service are distributed in the R unit. In addition, a distributed optimistic lock is set when modifying data, so the operation of modifying data is only in the G unit (public unit). This allows one copy of the data to be maintained, avoiding data asynchrony. Each service has only one latest copy of the customer information label queried.

[0069] The present invention can provide a distributed governance method for financial institutions with customer information supervision requirements, which can greatly save costs, is easy to operate, and can be maintained at any time, avoiding the information inconsistency and tediousness caused by centralized maintenance. A set of tag checking, tagging, and tag removal operations are configured for customer information governance, which can check the compliance of customer information without having to check whether the fields are compliant every time you want to check whether the customer information is compliant;

[0070] The following is a brief description of a customer information management method provided by an embodiment of the present invention in conjunction with a specific scenario:

[0071] A set of tag checking, tagging, and tag removal operations are configured for customer information governance, so that customer information can be checked for compliance without having to check the compliance of each field every time you want to check whether the customer information is compliant;

[0072] The check operation before deregistration can clearly identify which customer information is not compliant. You only need to maintain the customer information that has not been deregistered and perform partial or full deregistration. For the customer information that has been successfully deregistered, that is, the compliant customer information, move the customer information to the customer information system to avoid repeated maintenance;

[0073] Categorize customer information management and define a set of sub-operations that can be performed separately, avoiding duplication of management information. At the same time, it can clearly know the current status of customer information and manage it in a targeted manner.

[0074] For the query, tagging, and untag operations, a distributed optimistic locking mechanism is used in the technical implementation. Tagging and untag are performed based on whether the query timestamps are consistent, which can avoid technical dirty data problems. In this way, when multiple systems call the atomic service in a distributed architecture, the problem of multiple writes can be avoided.

[0075] If customer information management is needed, centralized management is required every time, which will consume a lot of time and cost. Through label checking, labeling, and label resolution operations, customer information can be checked for compliance in real time, partially or fully modified, and gradually changed into compliance information, so that customer information management can be carried out throughout a long period of time. It avoids the difficulty of tracing, tracking, and identifying in centralized management.

[0076] A distributed architecture is adopted, and the operations of checking, marking, and de-marking are designed as business components. Other systems can complete a series of operations by calling this component. The operation of this component is performed in the G unit (public unit), and other services that call this service are distributed in the R unit. In addition, a distributed optimistic lock is set when modifying data, so the operation of modifying data is only in the G unit (public unit). This allows one copy of the data to be maintained, avoiding data asynchrony. Each service has only one latest copy of the customer information label queried.

[0077] When implementing a customer information management method of the present application, technical personnel need to implement: define the labels of customer information and the compliance judgment of each label (field) in accordance with regulatory requirements; define the process of checking, marking, and de-marking; define the mechanism of distributed optimistic locking; the checking, marking, and de-marking operations of customer information are designed in the G unit in the distributed architecture, and the other services that call customer information management are designed in the R unit.

[0078] For customer information governance, the defined operations of checking, labeling, and unlabeling can categorize the definitions of a matter, so that governance can be orderly; at the same time, under the distributed unit architecture, the design of placing it in the public unit can avoid inconsistent data when each service is maintained; at the same time, the design of distributed optimistic locking can effectively avoid dirty data during simultaneous maintenance.

[0079] Before implementing a customer information management method of the present invention, it is necessary to

[0080] According to the regulatory definition, what fields are included in the governance of customer information and what are the rules of the fields? This needs to change according to changes in regulatory strategies; unitized design of distributed architecture, development of query, labeling, and de-labeling components, development of components for maintaining customer information transactions, and service calls for query, labeling, and de-labeling (customer information governance components) during maintenance; based on concurrency, reasonably involve the size of shards and units.

[0081] The present invention can provide a distributed governance method for financial institutions with customer information supervision requirements, which can greatly save costs, is easy to operate, and can be maintained at any time, avoiding the information inconsistency and tediousness caused by centralized maintenance.

[0082] Figure 4 A schematic diagram of a computer device for running a customer information management method implemented by the present invention, such as Figure 4 As shown, an embodiment of the present invention further provides a computer device 400, including a memory 410, a processor 420, and a computer program 430 stored in the memory and executable on the processor, wherein the processor implements the above-mentioned customer information management method when executing the computer program.

[0083] An embodiment of the present invention further provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the above-mentioned customer information management method is implemented.

[0084] An embodiment of the present invention further provides a computer program product, which includes a computer program. When the computer program is executed by a processor, the computer program implements the above-mentioned customer information management method.

[0085] The present invention also provides a customer information management device, as described in the following embodiments. Since the principle of solving the problem by the device is similar to that of a customer information management method, the implementation of the device can refer to the implementation of a customer information management method, and the repeated parts will not be repeated.

[0086] Figure 5 FIG. 1 is a schematic diagram of a customer information management device according to an embodiment of the present invention. Figure 5 As shown, the embodiment of the present invention also provides a customer information management device, which may include:

[0087] The customer information query module 501 is used to query customer information;

[0088] The marking module 502 is used to perform compliance detection on the customer information. If a field of the customer information does not meet the preset conditions of the compliance detection, a mark corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information to mark the customer information;

[0089] The de-labeling module 503 is used to de-label the tagged customer information when maintaining the customer information, if the fields of the maintained customer information meet the preset conditions of the compliance detection, and migrate the de-labeled customer information to the customer information system.

[0090] When a customer information management device provided by an embodiment of the present invention is specifically implemented, in one embodiment, the marking module is specifically used to:

[0091] According to the field of the customer information that does not meet the preset conditions, a pre-established mapping table of the field of the customer information and the target is searched to determine the target corresponding to the field of the customer information that does not meet the preset conditions;

[0092] Parse customer information and obtain customer number and customer status code array;

[0093] According to the customer number and customer status code array, the mark corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information as a customer information management record;

[0094] If a key value is repeated and the customer information management record is valid, the current valid customer information management record is skipped and the next customer information management record is inserted until all customer management information is inserted and the customer information tagging is completed.

[0095] When a customer information management device provided by an embodiment of the present invention is specifically implemented, in one embodiment, the de-labeling module is specifically used to:

[0096] When maintaining customer information, obtaining the fields of the maintained customer information; maintaining customer information includes: completing or modifying the customer information;

[0097] The fields of the maintained customer information are subjected to compliance checking. If the fields of the maintained customer information meet the preset conditions of the compliance checking, the corresponding label is found according to the customer number and customer status code list, and the customer information governance record corresponding to the label is deleted to complete the unmarking of the marked customer information; the customer number and customer status code list includes: customer number and customer status code array, label; wherein, the customer number and customer status code array has a corresponding relationship with the label.

[0098] When a customer information management device provided by an embodiment of the present invention is specifically implemented, in one embodiment, it also includes a configuration module for:

[0099] The operations of marking and unmarking customer information are configured in the common unit of the distributed unitized architecture, and the services that call the marking and unmarking operations are configured in the independent units of the distributed unitized architecture.

[0100] When a customer information management device provided by an embodiment of the present invention is specifically implemented, in one embodiment, the de-labeling module is also used to:

[0101] According to the optimistic locking mechanism, customer information is maintained; the optimistic locking mechanism includes:

[0102] Perform maintenance pre-query on the marked customer information to obtain the original timestamp of the mark;

[0103] Get the maintenance timestamp of the fields that need to be modified in the maintained customer information;

[0104] Compare the original timestamp with the maintenance timestamp;

[0105] If the timestamps are different, it is determined that the tag has been maintained, and no further maintenance is performed, and the maintenance predecessor query is returned;

[0106] If the timestamps are the same, it is determined that the tag has not been maintained and the customer information is maintained.

[0107] In summary, a customer information management method and device provided by an embodiment of the present invention includes: querying customer information; performing compliance detection on customer information, if the field of customer information does not meet the preset conditions of compliance detection, inserting the label corresponding to the field of customer information that does not meet the preset conditions into the customer information, and marking the customer information; when maintaining customer information, if the field of the maintained customer information meets the preset conditions of compliance detection, then unmarking the marked customer information, and migrating the unmarked customer information to the customer information system. The present invention defines the operations of querying, marking, and unmarking customer information, so as to achieve no disorder and no dirty data in the process of customer information management, and sets an optimistic lock during operation, so as to manage customer information in real time without conflict. Through the operations of querying, marking, and unmarking, the present invention can perform compliance inspection and maintenance on customer information in real time, whether in a distributed peripheral system or a core system, and gradually change the customer information into compliance information, so that customer information management can be carried out throughout a long cycle, avoiding the situation that centralized management is difficult to trace, track, and identify. The present invention can provide a distributed customer information management solution for service providers with customer information supervision requirements, which can greatly save costs, is easy to operate, and can be maintained at any time, avoiding the information inconsistency and tediousness caused by centralized maintenance.

[0108] Those skilled in the art will appreciate that embodiments of the present invention may be provided as methods, systems, or computer program products. Therefore, the present invention may take the form of a complete hardware embodiment, a complete software embodiment, or an embodiment combining software and hardware. Moreover, the present invention may take the form of a computer program product implemented on one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.

[0109] The present invention is described with reference to flowcharts and / or block diagrams of methods, devices (systems), and computer program products according to embodiments of the present invention. It should be understood that each process and / or block in the flowchart and / or block diagram, as well as the combination of processes and / or blocks in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing device to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing device generate instructions for implementing the processes in the flowchart and / or block diagram. Figure 1 A process or multiple processes and / or boxes Figure 1 A device that provides the functions specified in a block or multiple blocks.

[0110] These computer program instructions may also be stored in a computer-readable memory capable of directing a computer or other programmable data processing device to operate in a specific manner, so that the instructions stored in the computer-readable memory produce an article of manufacture comprising an instruction device, which implements the process Figure 1 A process or multiple processes and / or boxes Figure 1 A function specified in one or more boxes.

[0111] These computer program instructions can also be loaded onto a computer or other programmable data processing device so that a series of operating steps are executed on the computer or other programmable device to produce a computer-implemented process, thereby providing instructions for implementing the process in the computer or other programmable device. Figure 1 A process or multiple processes and / or boxes Figure 1 The steps for the functions specified in one or more boxes.

[0112] The specific embodiments described above further illustrate the objectives, technical solutions and beneficial effects of the present invention in detail. It should be understood that the above description is only a specific embodiment of the present invention and is not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the scope of protection of the present invention.

Claims

1. A customer information management method, characterized in that: include: Query customer information; Perform compliance testing on customer information. If a field of the customer information does not meet the preset conditions of the compliance testing, insert the label corresponding to the field of the customer information that does not meet the preset conditions into the customer information to mark the customer information; When maintaining customer information, if the fields of the maintained customer information meet the preset conditions of compliance testing, the marked customer information will be untagged and the untagged customer information will be migrated to the customer information system; Inserting the label corresponding to the field of the customer information that does not meet the preset conditions into the customer information, and marking the customer information, including: according to the field of the customer information that does not meet the preset conditions, searching a pre-established field and label mapping table of the customer information, and determining the label corresponding to the field of the customer information that does not meet the preset conditions; parsing the customer information to obtain an array of customer numbers and customer status codes; according to the customer numbers and customer status code arrays, inserting the label corresponding to the field of the customer information that does not meet the preset conditions as a customer information management record into the customer information; if a key value is repeated and the customer information management record is valid, directly skipping the current valid customer information management record, and executing the insertion of the next customer information management record, until all customer management information insertions are completed, and completing the customer information marking.

2. The method according to claim 1, characterized in that When maintaining customer information, if the fields of the maintained customer information meet the preset conditions of compliance detection, the marked customer information will be untagged, including: When maintaining customer information, obtaining the fields of the maintained customer information; maintaining customer information includes: completing or modifying the customer information; The fields of the maintained customer information are subjected to compliance checking. If the fields of the maintained customer information meet the preset conditions of the compliance checking, the corresponding label is found according to the customer number and customer status code list, and the customer information governance record corresponding to the label is deleted to complete the unmarking of the marked customer information; the customer number and customer status code list includes: customer number and customer status code array, label; wherein, the customer number and customer status code array has a corresponding relationship with the label.

3. The method according to claim 1, characterized in that Also includes: The operations of marking and unmarking customer information are configured in the common unit of the distributed unitized architecture, and the services that call the marking and unmarking operations are configured in the independent units of the distributed unitized architecture.

4. The method according to claim 1, characterized in that Also includes: According to the optimistic locking mechanism, customer information is maintained; The optimistic locking mechanism includes: Perform maintenance pre-query on the marked customer information to obtain the original timestamp of the mark; Get the maintenance timestamp of the fields that need to be modified in the maintained customer information; Compare the original timestamp with the maintenance timestamp; If the timestamps are different, it is determined that the tag has been maintained, and no further maintenance is performed, and the maintenance predecessor query is returned; If the timestamps are the same, it is determined that the tag has not been maintained and the customer information is maintained.

5. A customer information management device, characterized in that: include: Customer information query module, used to query customer information; The marking module is used to perform compliance detection on customer information. If a field of the customer information does not meet the preset conditions of the compliance detection, the mark corresponding to the field of the customer information that does not meet the preset conditions is inserted into the customer information to mark the customer information; The de-labeling module is used to de-label the tagged customer information when maintaining the customer information, if the fields of the maintained customer information meet the preset conditions of the compliance test, and migrate the de-labeled customer information to the customer information system; The tagging module is specifically used to search the pre-established field and tag mapping table of customer information according to the fields of customer information that do not meet the preset conditions, and determine the tags corresponding to the fields of the customer information that do not meet the preset conditions; parse the customer information to obtain the customer number and customer status code array; according to the customer number and customer status code array, insert the tags corresponding to the fields of the customer information that do not meet the preset conditions into the customer information as customer information management records; if a key value is repeated and the customer information management record is valid, directly skip the current valid customer information management record and execute the insertion of the next customer information management record until all customer management information insertions are completed, and the customer information tagging is completed.

6. The device according to claim 5, characterized in that The decompression module is specifically used for: When maintaining customer information, obtaining the fields of the maintained customer information; maintaining customer information includes: completing or modifying the customer information; The fields of the maintained customer information are subjected to compliance checking. If the fields of the maintained customer information meet the preset conditions of the compliance checking, the corresponding label is found according to the customer number and customer status code list, and the customer information governance record corresponding to the label is deleted to complete the unmarking of the marked customer information; the customer number and customer status code list includes: customer number and customer status code array, label; wherein, the customer number and customer status code array has a corresponding relationship with the label.

7. The device according to claim 5, characterized in that Also includes configuration modules for: The operations of marking and unmarking customer information are configured in the common unit of the distributed unitized architecture, and the services that call the marking and unmarking operations are configured in the independent units of the distributed unitized architecture.

8. The device according to claim 5, characterized in that The decompression module is also used for: According to the optimistic locking mechanism, customer information is maintained; the optimistic locking mechanism includes: Perform maintenance pre-query on the marked customer information to obtain the original timestamp of the mark; Get the maintenance timestamp of the fields that need to be modified in the maintained customer information; Compare the original timestamp with the maintenance timestamp; If the timestamps are different, it is determined that the tag has been maintained, and no further maintenance is performed, and the maintenance predecessor query is returned; If the timestamps are the same, it is determined that the tag has not been maintained and the customer information is maintained.

9. A computer device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the computer program, the method according to any one of claims 1 to 4 is implemented.

10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 4 is implemented.

11. A computer program product, characterized in that The computer program product comprises a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 4 is implemented.

Citation Information

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