Task allocation method and device, storage medium and computer device
By adopting a task allocation method based on business data and task generation strategies, the problem of low task allocation efficiency in large-scale teams has been solved, achieving efficient and accurate task allocation and supervision.
Patent Information
- Application Number
- CN202210930009.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2022-08-03
- Publication Date
- 2025-11-18
- Estimated Expiration
- 2042-08-03
AI Technical Summary
Existing task allocation methods cannot meet the needs of refined and timely task management when the workload is large and the team is large, and the reliance on manual operation is inefficient.
By acquiring business data and task generation strategies based on global access objects, task categories are determined, target task execution objects are matched, and task execution instructions are generated and sent to the target terminal to execute the task. Combined with conflict verification and feedback monitoring, the task allocation process is optimized.
It improved the efficiency and accuracy of task allocation, reduced manual intervention, and enhanced the detail and completion rate of task allocation.
Smart Images

Figure CN115239176B_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of data processing, and in particular to a task allocation method and apparatus, storage medium, and computer equipment. Background Technology
[0002] Auto finance leasing is a modern marketing model for large-scale car purchases, developed based on installment payment methods. For auto finance leasing companies, close cooperation with franchisees, car manufacturers, banks, insurance companies, and customers is essential. In the operation of auto finance leasing companies, a large number of sales personnel are needed to carry out tasks such as expanding franchisee stores, visiting them, and investigating their operational status. How to reasonably allocate tasks and monitor their execution is a crucial management aspect of the marketing work of auto finance leasing companies.
[0003] Existing task allocation methods rely on managers at various levels assigning and monitoring tasks through a task allocation system. However, this method only functions effectively when business volume is low and team size is small. With the rapid development of the auto finance leasing business and the significant increase in business volume, the number of business personnel has also increased substantially. Relying on manual operation of the task allocation system by managers can no longer meet the needs of refined and timely task management, necessitating an efficient and accurate task allocation method. Summary of the Invention
[0004] In view of this, the present invention provides a task allocation method and apparatus, storage medium, and computer equipment, the main purpose of which is to address the problem of low efficiency in existing task allocation methods.
[0005] According to one aspect of the present invention, a task allocation method is provided, comprising:
[0006] In response to a visitation task assignment instruction, at least one task category of tasks to be assigned is obtained. The tasks to be assigned are determined based on the business data of the global visitation object and the task generation strategy. The task generation strategy includes the mapping relationship between different combinations of business data and different task categories.
[0007] Based on the target task category and target visit object of the task to be assigned, the target task execution object is matched from the task execution object database. The task execution object database includes the association relationship between different visit objects and task execution object clusters. The task execution object cluster includes task execution objects at different execution levels.
[0008] Based on the target visit object and task content of the task to be assigned, a task execution instruction is generated and sent to the target terminal of the target task execution object so that the target task execution object executes the task according to the task execution instruction.
[0009] Further, the step of matching the target task execution object from the task execution object database based on the target task category and target visit object of the task to be assigned includes:
[0010] Based on the association between different visited objects and task execution object clusters in the task execution object database, the target task execution object cluster corresponding to the visited object is determined;
[0011] The task execution objects in the target task execution object cluster that match the task category are identified as the initial task execution objects;
[0012] Obtain a first task list of the initial task execution object, and determine the target task execution object based on the conflict verification result between the first task list and the task to be assigned. The first task list includes the execution time of the task to be executed of the initial task execution object.
[0013] Further, obtaining the first task list of the initial task execution object and determining the target task execution object based on the conflict verification result between the first task list and the task to be assigned includes:
[0014] If the conflict verification result is a pass, then the initial task execution object is determined as the target task execution object;
[0015] If the conflict result is that the verification fails, then a second task list of task execution objects with an execution level greater than or equal to that of the initial task execution object is obtained in the target task execution object cluster, and any task execution object whose conflict verification result between the second task list and the task to be assigned is passed is determined as the target task execution object.
[0016] Furthermore, before obtaining tasks to be assigned from at least one task category, the method further includes:
[0017] Obtain business data of all visited objects within a first preset time period, wherein the business data includes at least one of transaction data and approval data;
[0018] Based on the matching result between the business data corresponding to the visited object and the task generation strategy, at least one task category of tasks is generated to be assigned.
[0019] Further, the task categories include a first task category, a second task category, and a third task category. The step of generating at least one task category to be assigned based on the matching result between the business data corresponding to the visited object and the task generation strategy includes:
[0020] If the transaction data is greater than a preset transaction threshold and the approval data is less than a preset approval threshold, then a task to be assigned in the first task category is generated.
[0021] If the transaction data is less than the preset transaction threshold, a second task category to be assigned is generated;
[0022] If the transaction data is greater than the preset transaction threshold and the approval data is greater than the preset approval threshold, then a task to be assigned in the third task category is generated.
[0023] Furthermore, after sending the task execution instruction to the target terminal of the target task execution object, the method further includes:
[0024] A preset monitoring time interval is generated based on the task execution time carried by the task execution instruction;
[0025] The feedback data of the target terminal is obtained according to the preset monitoring time interval, and the feedback data includes at least one of the following: location data and task completion report;
[0026] The task monitoring results are determined based on the feedback data and the target visit object information carried in the task execution instruction.
[0027] If the task monitoring result indicates that the task has not been executed, a task warning message is generated and sent to the terminal of at least one task execution object in the task execution object cluster where the target task execution object is located, whose execution level is higher than that of the target task execution object.
[0028] Furthermore, the method also includes:
[0029] Obtain the task category distribution of all tasks to be assigned to the visited object within a second preset time period;
[0030] If the number of tasks belonging to the third task category is greater than a preset threshold, the task generation frequency is determined based on the pre-set mapping relationship between the number of third task categories and the task generation frequency.
[0031] The tasks to be assigned to the visited objects are generated according to the task generation frequency.
[0032] According to another aspect of the present invention, a task allocation device is provided, comprising:
[0033] The acquisition module is used to acquire at least one task category to be assigned in response to the visit task assignment instruction. The task to be assigned is determined based on the business data of the global visit object and the task generation strategy. The task generation strategy includes the mapping relationship between different combinations of business data and different task categories.
[0034] The matching module is used to match the target task execution object from the task execution object database according to the target task category and target visit object of the task to be assigned. The task execution object database includes the association relationship between different visit objects and task execution object clusters. The task execution object cluster includes task execution objects at different execution levels.
[0035] The sending module is used to generate a task execution instruction based on the target visit object and task content of the task to be assigned, and send the task execution instruction to the target terminal of the target task execution object so that the target task execution object executes the task according to the task execution instruction.
[0036] Furthermore, the matching module includes:
[0037] The first determining unit is used to determine the target task execution object cluster corresponding to the visited object based on the association relationship between different visited objects and task execution object clusters in the task execution object database.
[0038] The second determining unit is used to determine the task execution objects in the target task execution object cluster that match the task category as the initial task execution objects;
[0039] The third determining unit is used to obtain a first task list of the initial task execution object and determine the target task execution object according to the conflict verification result between the first task list and the task to be assigned. The first task list includes the execution time of the task to be executed of the initial task execution object.
[0040] Furthermore, in a specific application scenario, the third determining unit is used to determine the initial task execution object as the target task execution object if the conflict verification result is a pass verification.
[0041] If the conflict result is that the verification fails, then a second task list of task execution objects with an execution level greater than or equal to that of the initial task execution object is obtained in the target task execution object cluster, and any task execution object whose conflict verification result between the second task list and the task to be assigned is passed is determined as the target task execution object.
[0042] Furthermore, the device also includes:
[0043] The acquisition module is also used to acquire business data of global visited objects within a first preset time period, the business data including at least one of transaction data and approval data;
[0044] The generation module is used to generate at least one task category to be assigned based on the matching result between the business data corresponding to the visited object and the task generation strategy.
[0045] Furthermore, the generation module includes:
[0046] The first generation unit is used to generate a task to be assigned in the first task category if the transaction data is greater than a preset transaction threshold and the approval data is less than a preset approval threshold.
[0047] The second generation unit is used to generate a second task category to be assigned if the transaction data is less than the preset transaction threshold.
[0048] The third generation unit is used to generate a task to be assigned in the third task category if the transaction data is greater than the preset transaction threshold and the approval data is greater than the preset approval threshold.
[0049] Furthermore, the device also includes:
[0050] The generation module is also used to generate a preset monitoring time interval based on the task execution time carried by the task execution instruction;
[0051] The acquisition module is further configured to acquire feedback data from the target terminal according to the preset monitoring time interval, wherein the feedback data includes at least one of location data and task completion report;
[0052] The determination module is used to determine the task monitoring result based on the feedback data and the target visit object information carried by the task execution instruction;
[0053] The early warning module is used to generate task early warning information if the task monitoring result is that the task has not been executed, and to send the task early warning information to the terminal of at least one task execution object in the task execution object cluster where the target task execution object is located, whose execution level is higher than that of the target task execution object.
[0054] Furthermore, the device also includes:
[0055] The acquisition module is also used to acquire the task category distribution of all tasks to be assigned to the visited object within a second preset time period;
[0056] The determining module is further configured to determine the task generation frequency based on a pre-set mapping relationship between the number of third task categories and the task generation frequency if the number of tasks belonging to the third task category is greater than a preset threshold.
[0057] The generation module is also used to generate tasks to be assigned to the visited objects according to the task generation frequency.
[0058] According to another aspect of the present invention, a storage medium is provided, wherein at least one executable instruction is stored therein, the executable instruction causing a processor to perform an operation corresponding to the task allocation method described above.
[0059] According to another aspect of the present invention, a computer device is provided, comprising: a processor, a memory, a communication interface, and a communication bus, wherein the processor, the memory, and the communication interface communicate with each other via the communication bus;
[0060] The memory is used to store at least one executable instruction, which causes the processor to perform the operation corresponding to the task allocation method described above.
[0061] By employing the above-described technical solutions, the technical solutions provided by the embodiments of the present invention have at least the following advantages:
[0062] This invention provides a task allocation method, apparatus, storage medium, and computer device. In embodiments of this invention, in response to a task allocation instruction, at least one task category of tasks to be allocated is obtained. The tasks to be allocated are determined based on business data of global access objects and a task generation strategy. The task generation strategy includes a mapping relationship between combinations of different business data and different task categories. Based on the target task category and target access object of the tasks to be allocated, a target task execution object is matched from a task execution object database. The task execution object database includes associations between different access objects and task execution object clusters, and the task execution object clusters include task execution objects at different execution levels. A task execution instruction is generated based on the target access object and task content of the tasks to be allocated, and the task execution instruction is sent to the target terminal of the target task execution object, so that the target task execution object executes the task according to the task execution instruction. This reduces human involvement in the task allocation process, greatly increases the granularity of the tasks to be allocated, and thus effectively improves the efficiency and accuracy of task allocation.
[0063] The above description is merely an overview of the technical solution of the present invention. In order to better understand the technical means of the present invention and to implement it in accordance with the contents of the specification, and to make the above and other objects, features and advantages of the present invention more apparent and understandable, specific embodiments of the present invention are described below. Attached Figure Description
[0064] Various other advantages and benefits will become apparent to those skilled in the art upon reading the following detailed description of preferred embodiments. The accompanying drawings are for illustrative purposes only and are not intended to limit the invention. Furthermore, the same reference numerals denote the same parts throughout the drawings. In the drawings:
[0065] Figure 1 A flowchart of a task allocation method provided by an embodiment of the present invention is shown;
[0066] Figure 2 A flowchart of another task allocation method provided by an embodiment of the present invention is shown;
[0067] Figure 3 This diagram illustrates a block diagram of a task allocation device provided in an embodiment of the present invention.
[0068] Figure 4 A schematic diagram of the structure of a computer device provided in an embodiment of the present invention is shown. Detailed Implementation
[0069] Exemplary embodiments of the present disclosure will now be described in more detail with reference to the accompanying drawings. While exemplary embodiments of the present disclosure are shown in the drawings, it should be understood that the present disclosure may be implemented in various forms and should not be limited to the embodiments set forth herein. Rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the disclosure to those skilled in the art.
[0070] Existing task allocation methods rely on managers at various levels assigning and monitoring tasks through a task allocation system. However, this method only functions effectively when business volume is low and team size is small. With the rapid development of the auto finance leasing business, business volume has increased significantly, and the number of business personnel has also increased substantially. Relying on manual operation of the task allocation system by managers can no longer meet the needs of refined and timely task management. This invention provides a task allocation method, such as... Figure 1 As shown, the method includes:
[0071] 101. In response to the visit task assignment instruction, obtain at least one task category to be assigned.
[0072] In this embodiment of the invention, during the operation of auto finance leasing companies, business personnel frequently need to visit franchisees' stores to perform visitation tasks. This is done to monitor the stores' operational status, provide services to improve their operational level, and thus ensure the normal operation of the stores. Different task categories can characterize the importance, difficulty, or urgency of the visitation task, and can be customized according to specific application scenarios; this embodiment of the invention does not impose specific limitations. Since each store's specific situation is different, the purpose and importance level of the visitation task will vary, and the corresponding business personnel will also differ. Therefore, during the task generation process, visitation tasks need to be classified according to their importance to obtain different task categories to be assigned. When a visitation task assignment instruction is received, the task can be assigned based on the task category and the correspondence between the store and the business personnel.
[0073] It should be noted that the tasks to be assigned are determined based on the business data of the global visitor group and the task generation strategy. The task generation strategy includes the mapping relationship between different combinations of transaction data and task categories. Here, the visitor group refers to the stores that need to be visited, and the global visitor group is all stores that need to be visited. In addition to the mapping relationship between different combinations of transaction data and task categories, the task generation strategy may also include the generation time strategy for generating the tasks to be assigned and the measurement of the data acquisition cycle. For example, at what frequency and time points should the store's business data be acquired. By analyzing the business data of the stores to be visited according to the preset task generation strategy, the categories of the tasks to be assigned can be determined, enabling refined classification of the tasks to be assigned and accurately distinguishing tasks of different importance. In the subsequent task allocation process, this allows for more targeted matching of business personnel with tasks, thereby improving the accuracy of task allocation.
[0074] 102. Match the target task execution object from the task execution object database according to the target task category and target visit object of the task to be assigned.
[0075] In this embodiment of the invention, the target task execution object is the business personnel to whom the task to be assigned needs to be assigned. The task execution object database includes the association relationship between different visit objects and task execution object clusters, and the task execution object cluster includes task execution objects at different execution levels. Here, a task execution object is any business personnel who can execute a visit task. For example, frontline business personnel and management-level business personnel. The task execution object cluster is the collection of all business personnel in the business personnel organizational structure. Typically, each business personnel team has a corresponding managed store. When a visit task for a store is obtained, it is necessary to determine the target task execution object cluster that has a preset corresponding relationship with the store (target visit object). After determining the target task execution object cluster, since the tasks to be assigned are divided into different task categories, the business personnel in the task execution object cluster are also divided into different levels of business personnel. Therefore, the visit task can be executed by matching business personnel at different levels in the task execution object cluster based on different target task categories. For example, if the target task category of the visit task is a high-level task, then it is matched with a high-level business personnel in the corresponding business personnel team.
[0076] It should be noted that the task assignment targets are determined based on the target visit recipients and the target task categories. This takes into account the issue of work scope and also considers that tasks of different importance should be performed by business personnel with different abilities and authority levels, thereby making the assignment of visit tasks more accurate and the execution more effective.
[0077] 103. Generate a task execution instruction based on the target visit object and task content of the task to be assigned, and send the task execution instruction to the target terminal of the target task execution object so that the target task execution object executes the task according to the task execution instruction.
[0078] In this embodiment of the invention, the task content refers to the specific actions required during a store visit, including task execution time and tasks to be performed, such as store expansion, visits, and investigations into abnormal operations. After identifying the target task recipient, to ensure business personnel are aware of and can successfully execute the visit task, a task execution instruction needs to be generated and sent to the application on the target terminal device of the target task recipient. For example, if a task management application is installed on the target terminal device, the task execution instruction is sent to the task management application, and the visit task corresponding to the instruction is added to the list of tasks to be executed. Alternatively, it can be sent as a message to a social application so that the target task recipient receives the visit task. The target terminal can be a computer, mobile device, etc. This embodiment of the invention does not specifically limit the sending and receiving methods of the task execution instruction or the target terminal device.
[0079] In one embodiment of the present invention, for further illustration and limitation, such as Figure 2 As shown, step 102, which involves matching the target task execution object from the task execution object database based on the target task category and target visit object of the task to be assigned, includes:
[0080] 201. Based on the association between different visit objects and task execution object clusters in the task execution object database, determine the target task execution object cluster corresponding to the target visit object.
[0081] 202. The task execution objects in the target task execution object cluster that match the target task category are determined as the initial task execution objects.
[0082] 203. Obtain the first task list of the initial task execution object, and determine the target task execution object according to the conflict verification result between the first task list and the task to be assigned. The first task list includes the execution time of the task to be executed of the initial task execution object.
[0083] In this embodiment of the invention, after determining the information of the stores to be visited in the visitation task, an associated target task execution object cluster can be determined based on the target visitation object and the association between the visitation object and the task execution object cluster. This cluster contains information on all business personnel in the business team responsible for the current store. Then, based on the target task category, an initial task execution object corresponding to the task category is matched from the target task execution object cluster. The matching relationship between task category and task execution object can be a preset correspondence. For example, important visitation tasks correspond to the highest-level business personnel, and routine visitation tasks correspond to grassroots business personnel. If the task execution object corresponding to the task category is not unique, it can be randomly assigned or assigned based on a preset allocation rule; this embodiment of the invention does not impose specific limitations. After determining the initial task execution object, a first task list for the initial task execution object is obtained, and based on the first task list, it is determined whether the task to be assigned can be executed by the initial task execution object.
[0084] It should be noted that the first task list includes the execution times of the tasks pending execution within the initial task execution object. The execution times of the tasks to be assigned are verified one by one against the execution times of each pending task within the initial task execution object. If the first task list does not contain any tasks with the same execution time, then the task to be assigned can be assigned to the initial task execution object; otherwise, if the first task list contains tasks with the same execution time, then the task to be assigned cannot be assigned to the initial task execution object. By verifying the conflict between the execution times of the tasks to be assigned and those in the first task list, conflicts in task execution times within the same task execution object can be avoided, thereby effectively improving the accuracy and success rate of task assignment.
[0085] In one embodiment of the present invention, for further explanation and limitation, step 203, which involves obtaining a first task list of the initial task execution object and determining the target task execution object based on the conflict verification result between the first task list and the task to be assigned, includes:
[0086] If the conflict verification result is successful, then the initial task execution object is determined as the target task execution object.
[0087] If the conflict result is that the verification fails, then a second task list of task execution objects with an execution level greater than or equal to that of the initial task execution object is obtained in the target task execution object cluster, and any task execution object whose conflict verification result between the second task list and the task to be assigned is passed is determined as the target task execution object.
[0088] In this embodiment of the invention, passing the verification indicates that the first task list does not contain any tasks whose execution times overlap or intersect with the tasks to be assigned. Failing the verification indicates that the first task list contains tasks whose execution times overlap or intersect with the tasks to be assigned. When the initial task execution object fails the verification, it indicates that the current initial task execution object is within the task execution time period of the task to be assigned and has been assigned a task. It is necessary to select other task execution objects from the target task execution object cluster where the initial task execution object is located to execute the assigned task, and the task list of the selected task execution object, i.e., the second task list, does not contain any tasks whose execution times conflict with the tasks to be assigned.
[0089] It should be noted that only task execution objects with an execution level greater than or equal to that of the initial task execution object can be selected from the target task execution object cluster. Since the execution level is determined based on the task category of the task to be assigned, if there is an execution time conflict between the tasks of the initial task execution object and a new task execution object needs to be selected, the new task execution object should at least have the same execution level as the initial task execution object. If no task execution object of the same execution level can accept the task to be assigned, then a task execution object with a higher execution level needs to execute the task to be assigned to ensure the quality of task execution and thus improve the effectiveness of task allocation.
[0090] In one embodiment of the present invention, for further explanation and limitation, before obtaining the tasks to be assigned of at least one task category in step 101, the method further includes:
[0091] Obtain business data of all visited objects within the first preset time period.
[0092] Based on the matching result between the business data corresponding to the visited object and the task generation strategy, at least one task category of tasks is generated to be assigned.
[0093] In this embodiment of the invention, to determine the task category of the tasks to be assigned to each store, business data of all stores within a preset time period is obtained. This preset time period can be one week, one month, or can be customized according to the actual application scenario. The time point for data acquisition can also be customized according to actual needs, for example, acquiring data at 0:00 every day; this embodiment of the invention does not impose specific limitations. The business data includes at least one of transaction data and approval data. Transaction data includes the number of orders, the number of leases initiated, and the number of financing applications submitted by the store within the preset time period. Approval data includes the approval rate of financing applications by the store within the preset time period. The transaction data and approval data are matched with a preset task generation strategy to generate different types of tasks to be assigned to different stores.
[0094] It should be noted that the task generation strategy is determined based on the store's historical business data and business processing experience, and includes a mapping relationship between different combinations of transaction data and approval data and task categories. For example, if a store's order volume exceeds a preset order volume threshold and its financing application approval rate is lower than a preset approval threshold, the corresponding task category indicates that the visit task is more important. Since different combinations of business data can reflect the store's operating status, setting corresponding task categories for different combinations of business data can reflect the importance and urgency of the task, thus providing valuable reference for business personnel to select tasks.
[0095] In one embodiment of the present invention, for further explanation and limitation, the step of generating at least one task category to be assigned based on the matching result between the business data corresponding to the visited object and the task generation strategy includes:
[0096] If the transaction data is greater than a preset transaction threshold and the approval data is less than a preset approval threshold, then a task to be assigned in the first task category is generated.
[0097] If the transaction data is less than the preset transaction threshold, a second task category to be assigned is generated.
[0098] If the transaction data is greater than the preset transaction threshold and the approval data is greater than the preset approval threshold, then a task to be assigned in the third task category is generated.
[0099] In this embodiment of the invention, the task categories include a first task category, a second task category, and a third task category. The first task category indicates a store with good operating conditions but a low approval rate, requiring focused visits; the second task category indicates a store with poor operating conditions, requiring in-store visits to assess its condition, and necessitates secondary focused visits; the third task category indicates a normal operating condition, requiring routine visits. Preset transaction thresholds may include thresholds for the number of orders, the number of rentals required, and the number of financing applications submitted, and can also be customized according to actual application scenarios. The preset approval threshold is a preset approval rate, such as 50%, and can also be customized according to actual application scenarios. This embodiment of the invention does not specifically limit the preset approval threshold or the preset transaction threshold.
[0100] In one embodiment of the present invention, for further explanation and limitation, after sending the task execution instruction to the target terminal of the target task execution object, the method further includes:
[0101] A preset monitoring time interval is generated based on the task execution time carried by the task execution instruction.
[0102] The feedback data from the target terminal is obtained according to the preset monitoring time interval.
[0103] The task monitoring results are determined based on the feedback data and the target visit information carried in the task execution instructions.
[0104] If the task monitoring result indicates that the task has not been executed, a task warning message is generated and sent to the terminal of at least one task execution object in the task execution object cluster where the target task execution object is located, whose execution level is higher than that of the target task execution object.
[0105] In this embodiment of the invention, after the assignment of visitation tasks, it is necessary to monitor the execution of these tasks by the sales personnel to ensure a high completion rate. The preset monitoring time interval is determined based on the execution time of the visitation task. For example, if the execution time is 9:00 AM to 11:00 AM on August 7th, then the monitoring time interval is set to 9:00 AM to 6:00 PM on August 7th. Within the preset monitoring time interval, the received feedback data is matched with the store information (visit target information). If the match is successful, it indicates that the task has been executed; if the match fails, it indicates that the task has not been executed. When a task is not executed, the sales personnel's superiors need to be notified so that they are aware of the situation and can coordinate the completion of the visitation task.
[0106] It should be noted that the feedback data includes at least one of location data or a task completion report. That is, the method for identifying whether a salesperson has arrived at the store can be based on the salesperson's location information, such as location-based check-in, or on the task completion report submitted by the salesperson. Location information can be obtained through technologies such as locating the salesperson's terminal device or through the salesperson's proactive location check-in. The task completion report can be edited and submitted through the salesperson's work platform or other social media platforms. This embodiment of the invention does not specifically limit the methods for obtaining location information or task completion reports. By monitoring task execution based on feedback from location information and task completion reports, it is possible to accurately monitor whether a task has been executed. If not executed, the corresponding management personnel can be notified in a timely manner for supervision and coordination, thereby effectively ensuring the task completion rate.
[0107] In one embodiment of the present invention, for further explanation and limitation, the method further includes:
[0108] Obtain the task category distribution of all tasks to be assigned to the visited object within a second preset time period.
[0109] If the number of tasks belonging to the third task category is greater than a preset threshold, the task generation frequency is determined based on the pre-set mapping relationship between the number of third task categories and the task generation frequency.
[0110] The task to be assigned to the target of the visit is generated according to the task generation frequency.
[0111] In this embodiment of the invention, to reduce the workload of sales personnel, the frequency of task generation for stores with consistently good operating performance needs to be adjusted. Specifically, the task categories for each store to generate tasks to be assigned within a second preset time period are statistically analyzed. The task generation frequency is determined based on a pre-defined mapping relationship between the number of tasks in a first task category and the task generation frequency. For example, if the preset threshold is 3, and store A generates 5 tasks in the third task category within the second preset time period, the original task generation frequency of once every two days is adjusted to once every three days. The setting of the second preset time period and the preset distribution threshold can be set according to specific application scenarios, and this embodiment of the invention does not impose specific limitations.
[0112] This invention provides a task allocation method. In an embodiment of this invention, in response to a visitor task allocation instruction, at least one task of at least one task category is obtained to be allocated. The tasks to be allocated are determined based on business data of global visitor objects and a task generation strategy. The task generation strategy includes a mapping relationship between combinations of different business data and different task categories. Based on the target task category and target visitor of the task to be allocated, a target task execution object is matched from a task execution object database. The task execution object database includes associations between different visitor objects and task execution object clusters, and the task execution object clusters include task execution objects at different execution levels. A task execution instruction is generated based on the target visitor and task content of the task to be allocated, and the task execution instruction is sent to the target terminal of the target task execution object, so that the target task execution object executes the task according to the task execution instruction. This method reduces human involvement in the task allocation process, greatly increases the granularity of the tasks to be allocated, and thus effectively improves the efficiency and accuracy of task allocation.
[0113] Furthermore, as a response to the above Figure 1 To implement the method shown, this embodiment of the invention provides a task allocation device, such as... Figure 3 As shown, the device includes:
[0114] The acquisition module 31 is used to acquire at least one task category to be assigned in response to the visit task assignment instruction. The task to be assigned is determined based on the business data of the global visit object and the task generation strategy. The task generation strategy includes the mapping relationship between different combinations of business data and different task categories.
[0115] The matching module 32 is used to match the target task execution object from the task execution object database according to the target task category and target visit object of the task to be assigned. The task execution object database includes the association relationship between different visit objects and task execution object clusters. The task execution object cluster includes task execution objects at different execution levels.
[0116] The sending module 33 is used to generate a task execution instruction based on the target visit object and task content of the task to be assigned, and send the task execution instruction to the target terminal of the target task execution object so that the target task execution object executes the task according to the task execution instruction.
[0117] Furthermore, the matching module includes:
[0118] The first determining unit is used to determine the target task execution object cluster corresponding to the visited object based on the association relationship between different visited objects and task execution object clusters in the task execution object database.
[0119] The second determining unit is used to determine the task execution objects in the target task execution object cluster that match the task category as the initial task execution objects;
[0120] The third determining unit is used to obtain a first task list of the initial task execution object and determine the target task execution object according to the conflict verification result between the first task list and the task to be assigned. The first task list includes the execution time of the task to be executed of the initial task execution object.
[0121] Furthermore, in a specific application scenario, the third determining unit is used to determine the initial task execution object as the target task execution object if the conflict verification result is a pass verification.
[0122] If the conflict result is that the verification fails, then a second task list of task execution objects with an execution level greater than or equal to that of the initial task execution object is obtained in the target task execution object cluster, and any task execution object whose conflict verification result between the second task list and the task to be assigned is passed is determined as the target task execution object.
[0123] Furthermore, the device also includes:
[0124] The acquisition module 31 is also used to acquire business data of global visited objects within a first preset time period, the business data including at least one of transaction data and approval data;
[0125] The generation module is used to generate at least one task category to be assigned based on the matching result between the business data corresponding to the visited object and the task generation strategy.
[0126] Furthermore, the generation module includes:
[0127] The first generation unit is used to generate a task to be assigned in the first task category if the transaction data is greater than a preset transaction threshold and the approval data is less than a preset approval threshold.
[0128] The second generation unit is used to generate a second task category to be assigned if the transaction data is less than the preset transaction threshold.
[0129] The third generation unit is used to generate a task to be assigned in the third task category if the transaction data is greater than the preset transaction threshold and the approval data is greater than the preset approval threshold.
[0130] Furthermore, the device also includes:
[0131] The generation module is also used to generate a preset monitoring time interval based on the task execution time carried by the task execution instruction;
[0132] The acquisition module 31 is further configured to acquire feedback data of the target terminal according to the preset monitoring time interval, wherein the feedback data includes at least one of location data and task completion report;
[0133] The determination module is used to determine the task monitoring result based on the feedback data and the target visit object information carried by the task execution instruction;
[0134] The early warning module is used to generate task early warning information if the task monitoring result is that the task has not been executed, and to send the task early warning information to the terminal of at least one task execution object in the task execution object cluster where the target task execution object is located, whose execution level is higher than that of the target task execution object.
[0135] Furthermore, the device also includes:
[0136] The acquisition module 31 is also used to acquire the task category distribution of all tasks to be assigned to the visited object within a second preset time period;
[0137] The determining module is further configured to determine the task generation frequency based on a pre-set mapping relationship between the number of third task categories and the task generation frequency if the number of tasks belonging to the third task category is greater than a preset threshold.
[0138] The generation module is also used to generate tasks to be assigned to the visited objects according to the task generation frequency.
[0139] This invention provides a task allocation device. In response to a visitor task allocation instruction, the device acquires at least one task category to be allocated. The tasks to be allocated are determined based on business data of global visitor objects and a task generation strategy. The task generation strategy includes a mapping relationship between combinations of different business data and different task categories. Based on the target task category and target visitor of the task to be allocated, a target task execution object is matched from a task execution object database. The task execution object database includes associations between different visitor objects and task execution object clusters, and the task execution object clusters include task execution objects at different execution levels. A task execution instruction is generated based on the target visitor and task content of the task to be allocated, and the task execution instruction is sent to the target terminal of the target task execution object, so that the target task execution object executes the task according to the task execution instruction. This reduces human involvement in the task allocation process, greatly increases the granularity of the tasks to be allocated, and thus effectively improves the efficiency and accuracy of task allocation.
[0140] According to one embodiment of the present invention, a storage medium is provided, the storage medium storing at least one executable instruction, the computer-executable instruction being capable of executing the task allocation method in any of the above method embodiments.
[0141] Figure 4 The diagram illustrates a structural schematic of a computer device according to an embodiment of the present invention. The specific embodiments of the present invention do not limit the specific implementation of the computer device.
[0142] like Figure 4 As shown, the computer device may include: a processor 402, a communications interface 404, a memory 406, and a communications bus 408.
[0143] The processor 402, communication interface 404, and memory 406 communicate with each other via communication bus 408.
[0144] Communication interface 404 is used to communicate with other network elements such as clients or other servers.
[0145] The processor 402 is used to execute program 410, specifically to perform the relevant steps in the above-described task allocation method embodiment.
[0146] Specifically, program 410 may include program code that includes computer operation instructions.
[0147] Processor 402 may be a central processing unit (CPU), an application-specific integrated circuit (ASIC), or one or more integrated circuits configured to implement embodiments of the present invention. The computer device includes one or more processors, which may be processors of the same type, such as one or more CPUs; or they may be processors of different types, such as one or more CPUs and one or more ASICs.
[0148] Memory 406 is used to store program 410. Memory 406 may include high-speed RAM memory, and may also include non-volatile memory, such as at least one disk storage device.
[0149] Specifically, program 410 can be used to cause processor 402 to perform the following operations:
[0150] In response to a task assignment instruction, retrieve at least one task category of tasks to be assigned.
[0151] Based on the target task category and target visit object of the task to be assigned, the target task execution object is matched from the task execution object database.
[0152] Based on the target visit object and task content of the task to be assigned, a task execution instruction is generated and sent to the target terminal of the target task execution object so that the target task execution object can execute the task according to the task execution instruction.
[0153] It is obvious to those skilled in the art that the modules or steps of the present invention described above can be implemented using general-purpose computing devices. They can be centralized on a single computing device or distributed across a network of multiple computing devices. Optionally, they can be implemented using computer-executable program code, thereby storing them in a storage device for execution by a computing device. In some cases, the steps shown or described can be performed in a different order than those presented herein, or they can be fabricated as separate integrated circuit modules, or multiple modules or steps can be fabricated as a single integrated circuit module. Thus, the present invention is not limited to any particular combination of hardware and software.
[0154] The above description is merely a preferred embodiment of the present invention and is not intended to limit the invention. Various modifications and variations can be made to the present invention by those skilled in the art. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the scope of protection of the present invention.
Claims
1. A task allocation method, characterized in that, include: In response to a visitation task assignment instruction, at least one task category of tasks to be assigned is obtained. The tasks to be assigned are determined based on the business data of the global visitation object and the task generation strategy. The task generation strategy includes the mapping relationship between different combinations of business data and different task categories. The business data includes at least one of transaction data and approval data. Different task categories are used to characterize the importance and urgency of the task. Based on the target task category and target visit object of the task to be assigned, the target task execution object is matched from the task execution object database. The task execution object database includes the association relationship between different visit objects and task execution object clusters. The task execution object cluster includes task execution objects at different execution levels. Based on the target visit object and task content of the task to be assigned, a task execution instruction is generated and sent to the target terminal of the target task execution object so that the target task execution object can execute the task according to the task execution instruction.
2. The method according to claim 1, characterized in that, The step of matching the target task execution object from the task execution object database based on the target task category and target visit object of the task to be assigned includes: Based on the association between different visited objects and task execution object clusters in the task execution object database, the target task execution object cluster corresponding to the target visited object is determined; The task execution objects in the target task execution object cluster that match the target task category are identified as the initial task execution objects; Obtain a first task list of the initial task execution object, and determine the target task execution object based on the conflict verification result between the first task list and the task to be assigned. The first task list includes the execution time of the task to be executed of the initial task execution object.
3. The method according to claim 2, characterized in that, The step of obtaining the first task list of the initial task execution object and determining the target task execution object based on the conflict verification result between the first task list and the task to be assigned includes: If the conflict verification result is a pass, then the initial task execution object is determined as the target task execution object; If the conflict result is that the verification fails, then a second task list of task execution objects with an execution level greater than or equal to that of the initial task execution object is obtained in the target task execution object cluster, and any task execution object whose conflict verification result between the second task list and the task to be assigned is passed is determined as the target task execution object.
4. The method according to claim 1, characterized in that, Before obtaining tasks to be assigned for at least one task category, the method further includes: Obtain business data of all visited objects within the first preset time period; Based on the matching result between the business data corresponding to the visited object and the task generation strategy, at least one task category of tasks is generated to be assigned.
5. The method according to claim 4, characterized in that, The task categories include a first task category, a second task category, and a third task category. The step of generating at least one task category to be assigned based on the matching result between the business data corresponding to the visited object and the task generation strategy includes: If the transaction data is greater than a preset transaction threshold and the approval data is less than a preset approval threshold, then a task to be assigned in the first task category is generated. If the transaction data is less than the preset transaction threshold, a second task category to be assigned is generated; If the transaction data is greater than the preset transaction threshold and the approval data is greater than the preset approval threshold, then a task to be assigned in the third task category is generated.
6. The method according to claim 1, characterized in that, After sending the task execution instruction to the target terminal of the target task execution object, the method further includes: A preset monitoring time interval is generated based on the task execution time carried by the task execution instruction; The feedback data of the target terminal is obtained according to the preset monitoring time interval, and the feedback data includes at least one of the following: location data and task completion report; The task monitoring results are determined based on the feedback data and the target visit object information carried in the task execution instruction. If the task monitoring result indicates that the task has not been executed, a task warning message is generated and sent to the terminal of at least one task execution object in the task execution object cluster where the target task execution object is located, whose execution level is higher than that of the target task execution object.
7. The method according to any one of claims 1-6, characterized in that, The method further includes: Obtain the task category distribution of all tasks to be assigned to the visited object within a second preset time period; If the number of third task categories in the task category distribution is greater than a preset distribution threshold, the task generation frequency is determined based on the preset mapping relationship between the number of third task categories and the task generation frequency. The tasks to be assigned to the visited objects are generated according to the task generation frequency.
8. A task allocation device, characterized in that, include: The acquisition module is used to acquire at least one task category to be assigned in response to the visit task assignment instruction. The task to be assigned is determined based on the business data of the global visit object and the task generation strategy. The task generation strategy includes the mapping relationship between the combination of different business data and different task categories. The business data includes at least one of transaction data and approval data. Different task categories are used to characterize the importance and urgency of the task. The matching module is used to match the target task execution object from the task execution object database according to the target task category and target visit object of the task to be assigned. The task execution object database includes the association relationship between different visit objects and task execution object clusters. The task execution object cluster includes task execution objects at different execution levels. The sending module is used to generate a task execution instruction based on the target visit object and task content of the task to be assigned, and send the task execution instruction to the target terminal of the target task execution object so that the target task execution object executes the task according to the task execution instruction.
9. A storage medium storing at least one executable instruction that causes a processor to perform an operation corresponding to the task allocation method as described in any one of claims 1-7.
10. A computer device, comprising: The processor, memory, communication interface, and communication bus are provided, wherein the processor, memory, and communication interface communicate with each other via the communication bus. The memory is used to store at least one executable instruction, which causes the processor to perform the operation corresponding to the task allocation method as described in any one of claims 1-7.
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