Correlation transaction push and management system and method

CN115168741BActive Publication Date: 2026-09-22DIGIWIN SOFTWARE CO LTD
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Patent Information

Application Number
CN202210782569.2
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2022-07-05
Publication Date
2026-09-22
Estimated Expiration
2042-07-05

AI Technical Summary

Technical Problem

导致用户无法有效率地处理事务及联络相关人员

Benefits of technology

[0006]基于上述,本发明的关联事务推送与管理系统及其方法,可根据用户操作行为、用户历史选择方案、用户历史事务以及用户所属单位/部门自动地提供优化及/或个性化推荐方案结果、关键信息或重要浮层信息的功能,以使用户在处理各项事务之时,可提高处理效率。以及降低用户转换工作项目时,所需要的适应时间且降低用户操作错误的机率。

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Abstract

The present application provides a related transaction pushing and management system and method. The related transaction pushing and management system comprises a storage device and a processor. The storage device stores a transaction correlation engine, a scheme recommendation engine and a personnel correlation engine. The processor is coupled to the storage device and is used to execute the transaction correlation engine, the scheme recommendation engine and the personnel correlation engine. The transaction correlation engine generates a related transaction list according to preset transaction data. The personnel correlation engine generates a related personnel list according to the related transaction list and personnel data. The scheme recommendation engine generates recommended scheme data according to preset scheme data, the related transaction list and the related personnel list. Therefore, the present application can automatically provide recommended scheme results, recommended contact personnel and related transactions to users according to transaction contents and personnel data.
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Description

Technical Field

[0001] This invention relates to a transaction management system, and more particularly to a related transaction push and management system and method. Background Technology

[0002] Currently, users face fragmented information regarding transaction notifications, contact information for relevant personnel, and processing procedures when handling transactions, often requiring them to switch pages or devices to retrieve information. Furthermore, during transaction processing, users must rely on memory or past records to determine the next step, hindering efficient transaction handling and communication with relevant personnel. Moreover, in personnel handover situations, the previous staff often struggles to clearly explain the process for each transaction, preventing new staff from quickly and independently handling various tasks and processes. Therefore, traditional transaction management systems may experience inefficiencies in business processes when dealing with large amounts of data. More importantly, user operation records and past transaction processing (solutions) cannot be effectively continued and handed over to the next person handling the task. Summary of the Invention

[0003] This invention relates to a related transaction push and management system and method, which can automatically provide optimized and / or highly relevant recommended solutions, key information, or important floating layer information based on user operation behavior and user's historical selection schemes.

[0004] According to an embodiment of the present invention, the associated transaction push and management system includes a storage device and a processor. The storage device stores a transaction association engine, a personnel association engine, a solution recommendation engine, preset transaction data, personnel data, and preset solution data. The processor is coupled to the storage device and is used to execute the transaction association engine, the personnel association engine, and the solution recommendation engine. The transaction association engine generates a list of associated transactions based on the preset transaction data. The personnel association engine generates a list of associated persons based on the list of associated transactions and the personnel data. The solution recommendation engine generates recommended solution data based on the preset solution data, the list of associated transactions, and the list of associated persons.

[0005] According to an embodiment of the present invention, the method for pushing and managing related transactions includes the following steps: obtaining preset transaction data, personnel data, and preset scheme data; generating a list of related transactions based on the preset transaction data; generating a list of related persons based on the list of related transactions and personnel data; generating recommended scheme data based on the preset scheme data, the list of related transactions, and the list of related persons; and outputting the list of related persons, the list of related transactions, and the recommended scheme data.

[0006] Based on the above, the associated transaction push and management system and method of the present invention can automatically provide optimized and / or personalized recommendation results, key information or important floating layer information according to user operation behavior, user's historical selection schemes, user's historical transactions, and the user's unit / department, so as to improve the user's processing efficiency when handling various transactions, reduce the adaptation time required for users to switch work projects, and reduce the probability of user operation errors.

[0007] To make the above features and advantages of the present invention more apparent and understandable, specific embodiments are described below in conjunction with the accompanying drawings. Attached Figure Description

[0008] Figure 1 This is a schematic diagram of an embodiment of the associated transaction push and management system of the present invention;

[0009] Figure 2 This is a flowchart of an embodiment of the associated transaction push and management method of the present invention;

[0010] Figure 3 This is a schematic diagram illustrating the execution of an embodiment of the associated transaction push and management system of the present invention;

[0011] Figure 4 This is a flowchart of an associated transaction push and management system according to another embodiment of the present invention.

[0012] Explanation of reference numerals in the attached figures

[0013] 100: Related transaction push and management system;

[0014] 110: Processor;

[0015] 120: Storage device;

[0016] 121: Transaction association engine;

[0017] 1211: Related Transaction Calculation Module;

[0018] 1212: Transaction output module;

[0019] 1213: List of related transactions;

[0020] 122: Personnel Association Engine;

[0021] 1221: Human-Event Relationship Algorithm Module;

[0022] 1222: Related Person Output Module;

[0023] 1223: List of related persons;

[0024] 123: Solution recommendation engine;

[0025] 1231: Solution recommendation algorithm module;

[0026] 1232: Recommended solution;

[0027] 124: Track recording engine;

[0028] 1241: Trajectory data acquisition module;

[0029] 1242: Trajectory data processing module;

[0030] 1243: Trajectory data reporting module;

[0031] 360: Tracking database;

[0032] 370: Pre-configured transaction database;

[0033] 371: Pre-defined transactions;

[0034] 380: Personnel Database;

[0035] 390: Pre-built solution database;

[0036] 391: Pre-set plan;

[0037] 415: Second operation instruction;

[0038] 416: First operation instruction;

[0039] 417: Not recommended;

[0040] 418: Recommended;

[0041] S210~S250, S310~S350, S401~S405, S407~S414: Steps. Detailed Implementation

[0042] Reference will now be made in detail to exemplary embodiments of the invention, examples of which are illustrated in the accompanying drawings. Wherever possible, the same component symbols are used in the drawings and description to denote the same or similar parts.

[0043] Figure 1 This is a schematic diagram of an embodiment of the associated transaction push and management system of the present invention. (Reference) Figure 1The associated transaction push and management system 100 includes a processor 110 and a storage device 120. The processor 110 is coupled to the storage device 120. In this embodiment, the processor 110 may include a central processing unit (CPU), a microprocessor control unit (MCU), or a field programmable gate array (FPGA), or similar processing circuits or chips with data processing functions, but the present invention is not limited thereto. The storage device 120 may be a memory, such as a read-only memory (ROM), an erasable programmable read-only memory (EPROM), a volatile memory such as random access memory (RAM), a hard disk drive, a semiconductor memory, etc., and is used to store various programs and information data mentioned in the present invention. In this embodiment, the storage device 120 may store multiple specific modules, engines, algorithms, and / or software, etc., for the processor 110 to read and execute respectively. It is worth noting that the modules, engines, and units described in the various embodiments of the present invention can be individually implemented by one or more corresponding algorithms and / or software, and the relevant functions and operations described in the embodiments can be realized based on the execution results of one or more algorithms and / or software.

[0044] In this embodiment, the storage device 120 can store a transaction association engine 121, a personnel association engine 122, a solution recommendation engine 123, preset transaction data, personnel data, and preset solution data. The processor 110 can read these engines stored in the storage device 120 and execute these engines to automatically provide optimized and / or personalized recommendation results based on user operation behavior, user historical solutions, user historical transactions, and the user's unit / department. In this embodiment, the associated transaction push and management system 100 can be, for example, a computer host set up within an enterprise, providing a user interface / interactive interface for user operation to provide recommendations and pushes for user transactions, associated persons, and solutions, and to obtain user operation behavior data. Alternatively, in one embodiment, the associated transaction push and management system 100 can also be implemented, for example, using a cloud server system architecture. Users can connect to the cloud server to view and execute related transactions, personnel, and solutions by executing the user interface (UI) program of the electronic device. In this regard, users can operate the content of the user interface displayed on the screen of the electronic device so that the user interface / interactive interface or related program can provide corresponding user operation behavior data to the cloud server. The cloud server can automatically match and calculate transaction content, personnel data, and user behavior to provide a list of related persons and recommended solutions for the transaction and user department by executing the aforementioned modules. In this way, the associated transaction push and management system 100 automatically recommends related transactions and / or personnel lists, thereby improving the efficiency of users in handling transactions and / or various work orders.

[0045] In this embodiment, personnel data includes, for example, the user's permissions, level, related identity information, and / or the attendance status of personnel in each department within the enterprise's organizational structure. User operation behavior records can refer to records of the user's previous identical or similar operations. These records may include user operation time records, user operation frequency, the frequency of user clicks on various blocks, and the number of times the user clicks on each block. User operation time records can refer to the timing of the user's previous identical or similar operations.

[0046] Figure 2 This is a flowchart of a method for pushing and managing related transactions according to an embodiment of the present invention. (See reference) Figure 1 as well as Figure 2The associated transaction push and management system 100 can execute the following steps S210 to S250. In step S210, the processor 110 can obtain preset transaction data, personnel data, and preset plan data. Specifically, the processor 110 obtains the required preset transaction data, personnel data, and preset plan data by reading data from the storage device 120. Specifically, the transaction data includes meeting data, various work orders, leave application processes, attendance processes, production and manufacturing work orders, incoming material matching, and business processes, etc.

[0047] In step S220, the processor 110 executes the transaction association engine 121 based on preset transaction data to generate a list of associated transactions. Specifically, the list of associated transactions may include, for example, a list of transactions including each transaction and its degree of association. In step S230, the processor 110 executes the personnel association engine 122 based on the list of associated transactions and personnel data to generate a list of associated persons. Specifically, the personnel association engine 122 provides the user with a list of matching associated persons based on the user's department and position. In one embodiment, personnel in department A must contact supervisor X to execute a signing transaction, while personnel in department B must contact supervisor Y. Therefore, when the current user is an employee of department A, the personnel association engine 122 will automatically include supervisor X in the list of associated persons to reduce the probability of errors in transaction execution. In other words, the personnel association engine 122 can provide the user with a list of relevant associated persons based on the user's department.

[0048] In step S240, processor 110 executes solution recommendation engine 123 based on preset solution data, a list of related transactions, and a list of related persons to generate recommended solution data. The recommended solution data includes multiple recommended related solutions, multiple related persons, and the correlation degree between each recommended solution and each related person. In one embodiment, processor 110 sorts the recommended solutions according to their correlation degree and the correlation degree of related persons, and displays them to the user in order of correlation. Recommended solutions can be suggestions provided based on the transaction content; for example, if processor 110 detects missing fields in work order information, it determines the content of the missing fields based on historical records. In another embodiment, processor 110 can also display reminder information to suggest that the user complete the form. Therefore, processor 110 can detect omissions in transaction and work order forms and provide a one-click approval function.

[0049] Furthermore, in step S250, the processor 110 executes the personnel association engine 122 and the solution recommendation engine 123 based on the associated person list and recommended solution data to output the associated person list, associated transaction list, and recommended solution data to the user's electronic device. Specifically, the associated transaction push and management system 100 can analyze and integrate dispersed work elements and provide relevant information to the user centered on the transaction. In this way, the user can process transactions and / or contact associated personnel without interruption within the same system or on the same screen. Therefore, the associated transaction push and management system 100 can improve the user's work efficiency.

[0050] Figure 3 This is a schematic diagram illustrating the execution of an embodiment of the associated transaction push and management system of the present invention. (Reference) Figure 3 The transaction association engine 121 may include an associated transaction calculation module 1211 and a transaction output module 1212. In steps S310 and S320, the user sends a start command to the associated transaction push and management system 100 to execute the relevant transaction system. In this embodiment, the associated transaction calculation module 1211 generates an associated transaction list 1213 based on the preset transaction 371 and the user's execution command, and outputs it to the transaction output module 1212. In this way, the transaction association engine 121 will generate a corresponding associated transaction list 1213 based on the transaction clicked / triggered by the user.

[0051] In this embodiment, the associated transaction list 1213 includes multiple associated transactions and the transaction association degree of each associated transaction. Specifically, the associated transaction calculation module 1211 obtains the association degrees of multiple transactions through algorithms and analysis, thereby completing the association matching between transactions. In this embodiment, the start command and execution command can be, for example, commands generated by the user clicking any transaction or work order button on the electronic device.

[0052] In this embodiment, the transaction output module 1212 outputs the associated transaction list 1213 to the personnel association engine 122 and the solution recommendation engine 123. For example... Figure 3As shown, the personnel association engine 122 includes a personnel-event association algorithm module 1221 and an associated personnel output module 1222. The personnel-event association algorithm module 1221 generates an associated personnel list 1223 based on personnel data and an associated event list 1213. Specifically, the personnel-event association algorithm module 1221 calculates and analyzes the correlation degree between personnel and events and the indirect correlation degree between personnel and events based on preset personnel data and event association lists. Furthermore, the personnel-event association algorithm module 1221 calculates the personnel with the highest correlation degree and sorts them to generate the associated personnel list 1223. Next, the associated personnel output module 1222 outputs the event association list 1213 to the user's electronic device (step S335). In this embodiment, the associated personnel output module 1222 inputs the associated personnel list 1223 to the solution recommendation engine 123, and simultaneously outputs the associated personnel list 1223 to the user's electronic device (step S340).

[0053] In this embodiment, the solution recommendation engine 123 includes a solution recommendation algorithm module 1231. The solution recommendation algorithm module 1231 performs a second-degree matching operation on the transaction correlation degree and the correlation degree between people and things based on preset solution data (preset solution 391), the associated transaction list 1213, and the associated person list 1223 to form recommended solution data (recommended solution 1232). Specifically, the solution recommendation algorithm module 1231 performs a second-degree matching operation on the matching degree between transactions and between people and transactions using an analysis algorithm to form recommended solution data (recommended solution 1232). In one embodiment, the processor 110 can find the associated first person and second person in the associated person list 1223 based on the first transaction, and find the associated first solution and second solution in the preset solution data based on the first transaction. Then, the processor 110 can perform a second-degree matching operation on the transaction and person based on the first solution and the second solution, thereby finding the associated person in the associated person list 1223. The processor 110 integrates and analyzes the obtained data and arranges it according to the correlation degree.

[0054] In step S350, the solution recommendation algorithm module 1231 outputs the recommended solution 1232 to the user's electronic device. In this way, the associated transaction push and management system 100 can automatically provide a list of associated persons 1223 and a recommended solution 1232 corresponding to the transaction based on the user's permissions, department, and position, thereby improving the user's efficiency in handling transactions and managing the transaction list.

[0055] It is worth noting that the storage device 120 also stores a trajectory recording engine 124, and the processor 110 executes the trajectory recording engine 124. In this embodiment, the trajectory recording engine 124 is used to input user operation behavior data into the transaction association engine 121, so that the transaction association engine 121 can generate an associated transaction list 1213 based on the user operation behavior data and preset transaction data (preset transaction 371). Specifically, the trajectory recording engine 124 obtains and records the user's usage trajectory from the user-operated interactive interface 400. The interactive interface 400 may be, for example, the touch screen of the user's electronic device, which can obtain the user's click records and triggered blocks. The user operation behavior data may be, for example, at least one of the following: operation step frequency, priority and matching transaction association degree, user operation record, user click record, click frequency of each block, user operation time record, and number of clicks of each block. Specifically, the transaction association engine 121 can analyze the user's operation step frequency, operation and transaction priority and matching transaction association degree based on the user's operation record and click record (user operation behavior data).

[0056] In one embodiment, the associated transaction push and management system 100 may include multiple mobile terminals, which may be electronic devices. The mobile terminals can transmit data from user clicks and triggers to the storage device 120. The processor 110 reads the data from the storage device 120, performs calculations on the user's operation data, and feeds the calculation results back to the mobile terminals, enabling the mobile terminals to obtain adjusted recommendation schemes 1232 and processes. Electronic devices may include, for example, the user's handheld device, mobile phone, smart bracelet, smart watch, tablet computer, etc.

[0057] like Figure 3As shown, the trajectory recording engine 124 includes a trajectory data acquisition module 1241, a trajectory data processing module 1242, and a trajectory data reporting module 1243. The trajectory data acquisition module 1241 obtains user operation behavior data from the interactive interface 400. The trajectory data processing module 1242 generates a user usage trajectory based on the user operation behavior records. The trajectory data reporting module 1243 inputs the user usage trajectory to the transaction association engine 121. In this way, the associated transaction push and management system 100 can use the input trajectories of individual users and / or the entire user base as parameters for the associated transaction list 1213, thereby generating an associated transaction list 1213 related to user operation behavior data. Specifically, when user operation behavior data shows that a user has received a transaction notification, they often check the absence status of colleagues in their department. Therefore, the transaction association engine 121 directly displays the absence status of department personnel on the user's electronic device, saving the user the time and steps of having to go to another page or system to check absences. In this way, by connecting the transaction push and management system 100, a more user-friendly recommendation scheme 1232 can be provided to the user, thereby improving the user's efficiency in handling related transactions.

[0058] In one embodiment, the storage device 120 further includes a trajectory recording database 360. The trajectory recording database 360 ​​can be used to receive user operation behavior data from the trajectory data reporting module 1243 and update the trajectory records. Then, the trajectory recording database 360 ​​outputs user operation behavior data corresponding to the user and the transaction to the transaction association engine 121. In one embodiment, the user can perform relevant enterprise management and / or transaction processing operations, for example, through an input device (e.g., a mouse, keyboard, or touch screen) and / or the application programming interface (API) of the transaction management system, and the processor 110 can obtain user operation behavior data corresponding to the user's operation behavior by coupling to the input device or the transaction management system.

[0059] In one embodiment, the storage device 120 further stores a preset transaction maintenance module, a personnel data maintenance module, and a preset plan maintenance module. In this embodiment, the processor 110 can execute the preset transaction maintenance module, the personnel data maintenance module, and the preset plan maintenance module. It is worth noting that the storage device 120 may include a preset transaction database 370, a personnel database 380, and a preset plan database 390.

[0060] In this embodiment, the processor can execute preset transaction maintenance (step S330) to determine whether the associated transaction list 1213 has been stored in the preset transaction database 370 of the storage device 120 through the preset transaction maintenance module. If the associated transaction list 1213 is not stored in the preset transaction database 370, the preset transaction maintenance module adds the associated transaction list 1213 to the preset transaction database 370.

[0061] In one embodiment, the processor 110 can perform personnel data maintenance (step S331) to update the personnel data in the personnel database 380 of the storage device 120 according to personnel change data through the personnel data maintenance module. Specifically, the user can input personnel change data into the personnel database 380 so that the personnel data maintenance module can synchronously update and adjust the personnel database 380 in the storage device 120 according to the personnel change data. Thus, when a related personnel leaves or is absent, the personnel association engine 122 can synchronously update the job substitute of the absent personnel to the related personnel according to the data in the personnel database 380, so that the user can quickly and correctly contact the corresponding related personnel.

[0062] In one embodiment, the processor 110 may execute preset scheme maintenance (step S332) to determine whether the recommended scheme data (recommended scheme 1232) has been stored in the preset scheme database 390 of the storage device 120 through the preset scheme maintenance module. If the recommended scheme 1232 does not exist in the preset scheme database 390, the preset scheme maintenance module adds the recommended scheme 1232 to the preset scheme database 390. In this way, the preset scheme 391 output by the preset scheme database 390 includes the user's historical schemes and the scheme data selected by the user, so that the scheme recommendation engine 123 can automatically provide schemes that are more consistent with the user's history based on the user's operation and selection. In one embodiment, when the user operates the recommended scheme 1232, the trajectory recording engine 124 will also record the user's operation trajectory record, which should not be limited to this.

[0063] Figure 4 This is a flowchart of a related transaction push and management system according to another embodiment of the present invention. (See reference) Figure 1 and Figure 4 The associated transaction push and management system 100 can execute the following steps S401 to S414. In step S401, the processor 110 receives a start command sent by the user through an electronic device, and the processor 110 executes a transaction push and recommendation process for the user. Specifically, the processor 110 pushes the corresponding transaction and recommendation scheme 1232 to the user's electronic device according to the user who sent the start command, so that the user's electronic device displays a list of recommendation schemes and a list of transactions.

[0064] In step S402, the processor 110 receives transaction selection information. Specifically, the processor 110 receives transaction selection information generated based on the recommended transaction option (transaction card) clicked / triggered by the user. In steps S403 and S404, the processor 110 displays the relevant transaction topic and key information on the display of the user's electronic device based on the aforementioned transaction selection information. Furthermore, the processor 110 displays the detailed content / details page corresponding to the selection instruction. In this way, the user can browse and view the relevant transaction list and the key information for each transaction. Key information may include messages / text noted by the previous handler, precautions for the corresponding transaction, and staff absence status.

[0065] In step S405, the processor 110 displays the associated transaction or corresponding information, such as transaction attachments, transaction history, or images, according to the second operation instruction 415 transmitted from the user's electronic device. In step S407, the processor 110 executes the corresponding operation according to the operation instruction transmitted from the electronic device. Specifically, in response to a download instruction, the processor 110 transmits the corresponding file / data to the user's electronic device, or in response to a zoom instruction.

[0066] Alternatively, the processor 110 can enlarge and display the corresponding image on the electronic device's screen. In response to a view option command, the processor 110 displays the recommended option data on the electronic device. In one embodiment, the recommended option 1232 can be displayed on the electronic device's screen via a floating layer, and a confirmation button can be displayed simultaneously for user confirmation (step S407). In step S408, the processor 110, in response to an execution command, executes the corresponding recommended operation. And, when execution is complete, the processor 110 ends this transaction processing flow (step S414).

[0067] In another embodiment, in step S409, the processor 110 displays a list of related persons for the corresponding transaction based on the first operation instruction 416 transmitted by the user via the electronic device. Specifically, the list of related persons includes the relevance of each person and is sorted according to the relevance, so that the user can easily view the persons related to the transaction. In step S410, the processor 110 responds to the person selection instruction and determines whether the person in the corresponding person selection instruction belongs to the unrecommended 417 or recommended 418 persons. Specifically, when the corresponding person does not exist in the list of related persons (unrecommended 417), the processor 110 adds the relevant person to the list of related persons (step S411). In another embodiment, when the corresponding person exists in the list of related persons (recommended 418), the processor 110 selects the corresponding relevant person in the list of related persons. In step S413, in response to the execution instruction, the processor 110 executes message transmission with the relevant person or initiates a meeting process. The relevant person can be a single person, multiple people, or at least one team / department, so that the user can continue to perform the operation of the corresponding transaction after communicating with the relevant person (step S408).

[0068] It is worth noting that the first operation instruction 416 and the second operation instruction 415 can be, for example, a left swipe and a right swipe, a tap on the left and right sides of the electronic device's display screen, or a flipping of the electronic device in the first and second directions, respectively. Specifically, the user can send the first operation instruction 416, the second operation instruction 415, a view plan instruction, an execute instruction, a download instruction, a zoom instruction, a personnel selection instruction, or a transaction selection instruction to the processor 110 by tapping the corresponding area or the corresponding operation mode on the electronic device.

[0069] In summary, the associated transaction push and management system 100 and its method of the present invention can collect and analyze user operation behavior, user historical plans, user historical transactions, and the user's unit / department. Through matching and analysis of personnel data and transaction data, a list of associated personnel and associated transactions 1213 is generated. Furthermore, the list of associated personnel and associated transactions 1213 is further matched and analyzed with preset plans 391 to generate a broad and relevant recommended plan 1232. Thus, the associated transaction push and management system 100 of the present invention, by providing the associated transaction list 1213, recommended plans 1232, and associated personnel list, achieves the goal of improving the efficiency of user transaction processing and reducing the error rate of personnel.

[0070] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, and not to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some or all of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the scope of the technical solutions of the embodiments of the present invention.

Claims

1. A related transaction push and management system, characterized in that, include: Storage device, storing transaction association engine, personnel association engine, solution recommendation engine, pre-configured transaction data, personnel data, and pre-configured solution data; as well as A processor, coupled to the storage device, is used to execute the transaction association engine, the solution recommendation engine, and the personnel association engine. The transaction association engine generates a list of associated transactions based on the preset transaction data, wherein the list of associated transactions includes the degree of transaction association. The personnel association engine generates a list of associated people based on the list of associated transactions and the personnel data; The personnel association engine includes a personnel-event association algorithm module, which calculates the degree of association between personnel and events based on the personnel data and the list of associated events. The solution recommendation engine generates recommended solution data based on the preset solution data, the list of related transactions, and the list of related people; The solution recommendation engine includes a solution recommendation algorithm module, wherein the solution recommendation algorithm module performs matching operations on the transaction correlation degree and the person-transaction correlation degree according to the preset solution data, the related transaction list and the related person list to form the recommended solution data.

2. The associated transaction push and management system according to claim 1, characterized in that, The transaction association engine also includes a transaction output module. The associated transaction calculation module generates the associated transaction list based on the preset transaction data and user execution instructions, and outputs it to the transaction output module. The transaction output module outputs the list of related transactions to the personnel association engine and the solution recommendation engine.

3. The associated transaction push and management system according to claim 1, characterized in that, The personnel association engine includes a personnel-event association algorithm module and an associated personnel output module. The personnel-event association algorithm module generates the associated personnel list based on the personnel data and the associated event list. The associated person output module inputs the associated person list into the scheme recommendation engine, and the associated person output module outputs the associated person list.

4. The associated transaction push and management system according to claim 1, characterized in that, The storage device also stores a trajectory recording engine, and the processor is used to execute the trajectory recording engine, wherein the trajectory recording engine is used to input user operation behavior data to the transaction association engine, so that the transaction association engine generates the associated transaction list based on the user operation behavior data and the preset transaction data.

5. The associated transaction push and management system according to claim 4, characterized in that, The trajectory recording engine includes a trajectory data acquisition module, a trajectory data processing module, and a trajectory data reporting module. The trajectory data acquisition module obtains user operation behavior records from the interactive interface. The trajectory data processing module generates the user operation behavior data based on the user operation behavior records. The trajectory data reporting module inputs the user operation behavior data into the transaction association engine.

6. The associated transaction push and management system according to claim 4, characterized in that, When a user clicks and processes transactions through the user interface, the trajectory recording engine begins to record the user's actions to obtain a record of those actions. The trajectory recording engine performs comparative analysis based on the user operation behavior records to generate the user operation behavior data, which includes the frequency, priority, and degree of correlation of operation steps and matching transactions.

7. The associated transaction push and management system according to claim 4, characterized in that, The storage device also stores a preset transaction maintenance module and a personnel data maintenance module. The processor executes the preset transaction maintenance module to determine whether the list of related transactions has been stored in the storage device. If the list of associated transactions is not stored in the storage device, the preset transaction maintenance module adds the list of associated transactions to the storage device. The processor executes the personnel data maintenance module to update the storage device based on personnel change data. The personnel data maintenance module updates the personnel data based on the user operation behavior data.

8. The associated transaction push and management system according to claim 1, characterized in that, The storage device also stores a preset scheme maintenance module. The processor executes the preset scheme maintenance module to determine whether the recommended scheme data has been stored in the storage device. If the recommended solution data is not stored in the storage device, the preset solution maintenance module will add the recommended solution to the storage device.

9. The associated transaction push and management system according to claim 4, characterized in that, The processor receives a first operation command and a second operation command transmitted by the user through the electronic device. The processor displays the list of associated persons on the display of the electronic device according to the first operation instruction. The processor displays the recommended scheme data and the list of related transactions on the display of the electronic device according to the second operation instruction.

10. A method for pushing and managing related transactions, characterized in that, include: Obtain pre-set transaction data, personnel data, and pre-set plan data; The transaction association engine generates a list of associated transactions based on the preset transaction data, wherein the list of associated transactions includes the degree of transaction association. The personnel association engine generates a list of associated people based on the list of associated transactions and the personnel data. The personnel association engine's personnel-event association algorithm module calculates the degree of association between people and events based on the personnel data and the list of associated events. The solution recommendation engine generates recommended solution data based on the preset solution data, the list of related transactions, and the list of related people. as well as Output the list of associated people, the list of associated transactions, and the recommendation scheme data. The step of generating the recommended solution data through the solution recommendation engine based on the preset solution data, the associated transaction list, and the associated person list includes: The solution recommendation algorithm module performs matching operations on the transaction correlation degree and the person-transaction correlation degree based on the preset solution data, the associated transaction list, and the associated person list to form the recommended solution data.

11. The method for pushing and managing related transactions according to claim 10, characterized in that, The steps of generating the list of associated transactions using the transaction association engine based on the preset transaction data include: The associated transaction calculation module generates the associated transaction list based on the preset transaction data and user execution instructions; and The transaction output module outputs the list of related transactions to the personnel association engine and the solution recommendation engine.

12. The method for pushing and managing related transactions according to claim 10, characterized in that, The steps of generating the list of associated people using the personnel association engine based on the list of associated transactions and the personnel data include: The person-event association algorithm module generates the associated person list based on the personnel data and the associated event list; and The list of associated persons is input into the solution recommendation engine through the associated person output module.

13. The method for pushing and managing related transactions according to claim 10, characterized in that, Also includes: The user's operation behavior data is input into the transaction association engine through the trajectory recording engine; as well as The transaction association engine generates the list of associated transactions based on the user operation behavior data and the preset transaction data.

14. The method for pushing and managing related transactions according to claim 13, characterized in that, The steps of inputting the user operation behavior data into the transaction association engine through the trajectory recording engine include: The trajectory data acquisition module obtains user operation behavior records from the interactive interface; The user operation behavior data is generated by the trajectory data processing module based on the user operation behavior records; and The user operation behavior data is input into the transaction association engine through the trajectory data reporting module.

15. The method for pushing and managing related transactions according to claim 13, characterized in that, When a user clicks and processes transactions through the interactive interface, the trajectory recording engine begins to record the user's operation behavior in order to obtain the user's operation behavior record. as well as The trajectory recording engine performs comparative analysis based on the user operation behavior records to generate the user operation behavior data, which includes the frequency, priority, and degree of correlation of operation steps and matching transactions.

16. The method for pushing and managing related transactions according to claim 13, characterized in that, Also includes: The pre-set transaction maintenance module determines whether the associated transaction list has been stored in the storage device. If the associated transaction list is not stored in the storage device, the pre-set transaction maintenance module adds the associated transaction list to the storage device. as well as The storage device is updated based on personnel change data through the personnel data maintenance module; The personnel data maintenance module updates the personnel data based on the user operation behavior data.

17. The method for pushing and managing related transactions according to claim 16, characterized in that, Also includes: The preset scheme maintenance module determines whether the recommended scheme data has been stored in the storage device. If the recommended scheme data is not stored in the storage device, the preset scheme maintenance module adds the recommended scheme to the storage device.

18. The method for pushing and managing related transactions according to claim 15, characterized in that, Also includes: Receive the first operation command and the second operation command transmitted by the user through the electronic device; According to the first operation instruction, the list of associated persons is displayed on the display of the electronic device; as well as According to the second operation instruction, the recommended scheme data and the list of related transactions are displayed on the display of the electronic device.

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