An agent management system and method

Abstract

The application provides an agent system and method, belonging to the technical field of computer software internet, the system comprises a front-end UI, a display layer, a database, a data layer and a business layer; the business layer provides at least any one of the following: automatic text recognition filling of front-end picture data through the agent system, automatic audit of front-end filling through an interface of an extreme shield system and batch migration of agent relationship business. Advantageous effects: during the filling of agent qualifications, picture data submission, automatic recognition and automatic matching filling of picture information are supported, without manual input by the user, with high efficiency; during the automatic matching filling, synchronous caching is performed, even if page refreshing occurs, the filled qualification information can be directly read from the cache, without starting filling again, improving user experience; meanwhile, automatic audit of qualification information and automatic batch migration and change of agent relationship are supported.

Description

Technical Field

[0001] This invention relates to the field of computer software and internet technology, and in particular to an agent management system and method. Background Technology

[0002] An agent, also known as a business agent, is a general representative who, within the scope of their industry's regulations, accepts a commission from another party to facilitate or conclude a transaction. Agents manage business on behalf of companies, and this is a business activity where manufacturers pay commissions to merchants. The ownership of the goods represented belongs to the manufacturer, not the merchant. This is because the merchant is not selling their own products but rather reselling them on behalf of the company. Therefore, "agent" generally refers to a commercial entity that earns commissions from companies acting as agents.

[0003] The agent management system involves adding agents, including qualification entry and verification. However, the qualification entry process requires users to manually fill in a large amount of information, which is cumbersome and inefficient. Furthermore, page refreshes can cause previously entered information to be lost, requiring users to start the process again, resulting in a poor user experience. After qualification entry, the agent qualification review is primarily conducted manually, which is time-consuming and often fails to provide a detailed and flexible assessment of each qualification indicator. Additionally, when the agency relationship between agents or between agents and merchants changes, manual updates are tedious and prone to errors or omissions. Summary of the Invention

[0004] To address the above technical problems, this invention provides an agent management system and method.

[0005] The technical problem solved by this invention can be achieved by the following technical solutions:

[0006] An agent management system includes:

[0007] The front-end UI provides a front-end display interface for receiving external interactive data, which includes at least image data.

[0008] The presentation layer provides at least one of the following: an agent platform, an operation platform, and a merchant platform, for accessing the agent platform, the operation platform, or the merchant platform based on the interaction data.

[0009] The database includes at least a caching unit, an Oracle database, and a distributed full-text search engine, for providing at least data synchronization from the Oracle database to the distributed full-text search engine; and for distributing locking of the data on the front-end display interface through the caching unit.

[0010] The data layer is designed to provide at least one of the following functionalities: stored procedures, data caching, user-defined functions, distributed transactions, and database read / write functionality.

[0011] At the business layer, based on a distributed architecture, the agent system and other systems are effectively integrated to jointly provide business services. The other systems include at least one or more of the merchant system, the shield system, the credit review system, the account system, and the transaction system.

[0012] The business layer shall provide at least one of the following: automatic text recognition and filling of front-end image data through the agent system, automatic review of front-end filling through the interface access of the JiDun system, and batch migration of agency relationships. Agency relationships include agency relationships between agents and agency relationships between agents and merchants.

[0013] Preferably, the agent system includes:

[0014] A data acquisition unit is provided for users to submit the image data.

[0015] A recognition unit, connected to the acquisition unit, is used to recognize the image data, obtain image information, query the basic enterprise information associated with the image information, fill in the recognized image information and associated information in text form in the front-end display interface, and display it.

[0016] Preferably, the agent system further includes:

[0017] A first review unit, connected to the identification unit, is used to, upon receiving an authentication request, automatically compare the image information and the associated information with the call information by calling the service interface of the Extreme Shield system related to the image information, and then provide a review result.

[0018] Preferably, the agent system further includes:

[0019] The caching unit, connected to the recognition unit, is used for data caching, including at least caching of the image data, the image information, and the associated information.

[0020] A reading unit, connected to the cache unit, is used to read cached data from the cache unit and send it to the front-end display interface when the front-end display interface is refreshed.

[0021] Preferably, the operating platform includes:

[0022] An agent migration unit is used to receive external agent relationship change requests, the agent relationship change requests including at least the original agent number and the new agent number, so as to migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches;

[0023] An update unit, connected to the agent migration unit, is used to update the parent agent field in the relevant database table after successful migration.

[0024] Preferably, it further includes:

[0025] The permission control unit is used to manage the permissions of the user, and provides at least one of the following: the correspondence between user roles and permissions, and user permission configuration functions.

[0026] Preferably, it further includes:

[0027] The log recording unit is used to record and store the business operations and data operations generated in the agent management system.

[0028] Preferably, it further includes:

[0029] The operating environment is used to provide a stable environment for the operation of the agent management system, and at least supports any one of Alibaba Cloud hosts, dedicated servers, and third-party virtual hosts.

[0030] The present invention also provides a method for managing agents, for implementing the agent management system as described above, the method including a workflow for adding a new first-level agent to the agent system:

[0031] Step A1: Provide a user login interface for users to submit image data;

[0032] Step A2: Recognize the image data to obtain image information, query the basic information of the enterprise associated with the image information, fill in the recognized image information and associated information in text form in the user login interface, and display it.

[0033] Step A3: The user submits an authentication request on the user login interface;

[0034] Step A4: After receiving the authentication request, the agent system calls the service interface of the Extreme Shield system related to the image information to automatically compare and verify the image information and the associated information with the call information.

[0035] If the verification passes, proceed to step A5;

[0036] If the verification fails, return to step A1;

[0037] Step A5: Call the credit review system to perform credit review:

[0038] If the review is approved, proceed to step A6;

[0039] If the review fails, return to step A1;

[0040] Step A6: Call the Account Connect system to activate the account, and output feedback information to the user after successful account activation.

[0041] Preferably, the method further includes a workflow for the operation platform to perform batch migration of agency relationships:

[0042] Step B1: Receive an external request to change the agency relationship. The request to change the agency relationship includes at least the original agent number and the new agent number.

[0043] Step B2: Migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches;

[0044] Step B3: After successful migration, update the parent proxy fields in the relevant database tables.

[0045] The advantages or beneficial effects of the technical solution of this invention are as follows:

[0046] This invention provides an agent management system architecture that supports the submission of image data, thereby enabling automatic recognition of image information and automatic matching and filling of agent qualifications, eliminating the need for manual input by users and improving filling efficiency; it also supports automatic batch migration and modification of agency relationships, with high migration efficiency, accuracy and precision, and less prone to errors or omissions. Attached Figure Description

[0047] Figure 1 This is a schematic diagram of the architecture of an agent management system in a preferred embodiment of the present invention;

[0048] Figure 2 This is a schematic diagram of the workflow for adding a first-level agent in a preferred embodiment of the present invention;

[0049] Figure 3 This is a schematic diagram of the workflow for batch migration of agency relationships in a preferred embodiment of the present invention;

[0050] Figure 4 This is a schematic diagram of the proxy relationship before migration in a preferred embodiment of the present invention;

[0051] Figure 5 This is a schematic diagram of proxy relationships that need to be migrated in batches in a proxy relationship change request, as shown in a preferred embodiment of the present invention.

[0052] Figure 6This is a schematic diagram of the migrated proxy relationship in a preferred embodiment of the present invention. Detailed Implementation

[0053] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0054] It should be noted that, unless otherwise specified, the embodiments and features described in the present invention can be combined with each other.

[0055] The present invention will be further described below with reference to the accompanying drawings and specific embodiments, but this is not intended to limit the scope of the invention.

[0056] In a preferred embodiment of the present invention, based on the aforementioned problems existing in the prior art, an agent management system is provided, belonging to the field of computer software and internet technology. Figure 1 As shown, the system architecture of this invention includes a front-end UI, a presentation layer, a database, a data layer, a business layer, and a runtime environment;

[0057] The front-end UI provides the front-end display interface for receiving external interactive data, which includes at least image data.

[0058] Specifically, the front-end display interface must be designed using at least one of the following: HyperText Markup Language (HTML), Cascading Style Sheets (CSS), jQuery, or layui.

[0059] The presentation layer should provide at least one of the following: agent platform, operation platform, or merchant platform, which can be used to enter the agent platform, operation platform, or merchant platform based on the interaction data.

[0060] Specifically, the front-end UI enters the agent platform, operation platform or merchant platform through the Nginx (engine x) proxy server; the Nginx proxy server has low memory consumption, strong concurrency capability, strong stability and simple configuration, which reduces system resource consumption.

[0061] Furthermore, the presentation layer also includes data interaction via GET and POST requests, supports Ajax technology interaction, and allows user interaction data to communicate with the server through the Ajax engine. The Ajax engine then inserts the feedback results into the specified location, enabling the updating of parts of the webpage without reloading the entire webpage.

[0062] The database includes at least a caching unit, an Oracle database, and a distributed full-text search engine, used to at least provide data synchronization from the Oracle database to the distributed full-text search engine; and to implement distributed locking of the data in the front-end display interface through the caching unit.

[0063] Specifically, the caching unit can be implemented using Redis to cache the data generated by the agent management system. At the very least, it provides real-time distributed locking for the submitted images or filled-in data when users submit images or fill in data through the front-end display interface. This allows the cached data to be retrieved from Redis and the webpage to be updated via the Ajax engine if the data is lost due to excessive filling time, accidental touch, or other reasons that cause the page to refresh. This saves time, avoids users repeatedly filling in information, and improves the user experience.

[0064] The data layer is designed to provide at least one of the following functionalities: stored procedures, data caching, user-defined functions, distributed transactions, and database read / write functionality.

[0065] At the business layer, based on a distributed architecture, the agent system and other systems are effectively integrated to jointly provide business services. The other systems include at least one or more of the merchant system, the shield system, the credit review system, the account system, and the transaction system.

[0066] Specifically, the system connects with other systems through the business layer to provide an effective data foundation for business services. For example, the business layer can provide at least one of the following: automatic text recognition and filling of front-end image data through the agent system, automatic review of front-end data filling through the interface access of the JiDun system, and batch migration of agency relationships. Agency relationships include agency relationships between agents and agency relationships between agents and merchants.

[0067] In a preferred embodiment, it further includes:

[0068] The runtime environment is used to provide a stable environment for the operation of the agent management system, and at least one of Alibaba Cloud hosts, dedicated servers, and third-party virtual hosts is supported.

[0069] In a preferred embodiment, the agent system includes:

[0070] One acquisition unit is used for users to submit image data;

[0071] A recognition unit, connected to an acquisition unit, is used to recognize image data, obtain image information, query basic enterprise information associated with the image information, and fill in the recognized image information and associated information in text form in the front-end display interface and display it.

[0072] Specifically, in this embodiment, when a user logs into the agent system, image recognition technology is supported to display the data in the image as text, allowing the user to conveniently fill in the information without having to manually enter text. For example, the user can submit at least one of the following images through the front-end display interface: an ID card image, a bank card image, or a business license image. The system then automatically recognizes the image information and, based on the recognized image information, queries related data from the database (such as all basic information about the company). The system then displays both the recognized image information and the queried data to the user in text format.

[0073] Furthermore, multiple images can be submitted simultaneously. Alternatively, images can be submitted in multiple steps. For each image submitted, the system caches all entered information from the front-end display interface via Redis, including the submitted image data, recognized image information, and queried related information. Even if the page is refreshed, the cached information can be retrieved from Redis and displayed on the front-end interface, allowing users to fill in information anytime, anywhere without worrying about losing partially completed information.

[0074] In a preferred embodiment, the agent system further includes:

[0075] The first review unit, connected to the identification unit, is used to automatically compare the image information and associated information with the call information by calling the service interface of the Extreme Shield system related to the image information after receiving an authentication request, and then provide a review result.

[0076] Furthermore, the information requested must include at least one of the user's name, ID card number, mobile phone number, or bank card number. By calling the service interface of the Extreme Shield system, the information entered can be automatically checked against the information requested, thereby improving the efficiency and accuracy of the review process.

[0077] Furthermore, the agent system also includes:

[0078] The second review unit connects to the first review unit and is used to call the credit review system to conduct credit review after the first review unit's review result is approved, and output the credit review result.

[0079] The third review unit connects to the second review unit. After the credit review result is approved, the third review unit calls the account access system to open the account. After the account is successfully opened, feedback information is output to the agent system, and the agent system notifies the user that the authentication is successful.

[0080] In a preferred embodiment, the agent system further includes:

[0081] The caching unit, connected to the recognition unit, is used for data caching, including at least image data, image information, and associated information caching.

[0082] One reading unit, connected to the cache unit, is used to read cached data from the cache unit and send it to the front-end display interface when the front-end display interface is refreshed.

[0083] In a preferred embodiment, the operating platform includes:

[0084] An agent migration unit is used to receive external agent relationship change requests. The agent relationship change request includes at least the original agent number and the new agent number, so as to migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches.

[0085] One update unit, connecting to the agent migration unit, is used to update the parent agent fields in the relevant database tables after a successful migration.

[0086] Specifically, in this embodiment, such as Figure 4 The diagram illustrates an agency relationship. This agency relationship includes both the agency relationship between agents and the agency relationship between agents and merchants. Figure 4 The system employs a multi-level agency mechanism, where black circles represent agents and white circles represent merchants. An agent can have one or more sub-agents or merchants under their name. For example, A1 represents a first-level agent, A11 and A12 represent second-level agents under A1, and M111, M112, and M112 represent merchants under second-level agent A11.

[0087] like Figure 5 The diagram shows the agency relationships that need to be migrated in batches in the agency relationship change request. For example, the agency relationship change request needs to migrate all sub-agents and merchants under the second-level agent A12, as well as the merchants represented by the sub-agents under the second-level agent A12, to agent B2.

[0088] In this embodiment of the invention, operators can execute the aforementioned agency relationship change request by inputting the original agent number (ID) and the new agent number (ID), and simultaneously update all parent agent fields in the relevant database tables, automatically changing all agent relationships in batches. For example... Figure 6 The diagram shown is a schematic of the agent relationship after migration.

[0089] Furthermore, before migration, it also supports filtering of secondary agents and merchants under the selected original agent number (ID), enabling batch migration of partial agency relationships under an agent.

[0090] In a preferred embodiment, it further includes:

[0091] The access control unit is used to manage user permissions and must provide at least one of the following: the mapping between user roles and permissions, and user permission configuration functions.

[0092] In a preferred embodiment, it further includes:

[0093] The log recording unit is used to record and store business operations and data operations generated in the agent management system.

[0094] This invention also provides a method for managing agents, used to implement the agent management system described above, such as... Figure 2 As shown, the method includes the workflow for adding a new first-level agent in the agent system:

[0095] Step A1: Provide a user login interface for users to submit image data;

[0096] Step A2: Recognize the image data to obtain image information, query the basic information of the enterprise associated with the image information, fill in the recognized image information and associated information in text form in the user login interface, and display it.

[0097] Step A3: The user submits an authentication request on the user login page;

[0098] Step A4: After receiving the authentication request, the agent system calls the service interface of the JiDun system related to the image information, and automatically compares and verifies the image information and associated information with the call information.

[0099] If the verification passes, proceed to step A5;

[0100] If the verification fails, return to step A1;

[0101] Step A5: Call the credit review system to conduct credit review:

[0102] If the review is approved, proceed to step A6;

[0103] If the review fails, return to step A1;

[0104] Step A6: Call the Account Connect system to activate the account, and output feedback information to the user after successful account activation.

[0105] In a preferred embodiment, such as Figure 3 As shown, the method also includes a workflow for the operation platform to perform batch migration of agency relationships:

[0106] Step B1: Receive an external request to change the agency relationship. The request to change the agency relationship must include at least the original agent number and the new agent number.

[0107] Step B2: Migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches;

[0108] Step B3: After successful migration, update the parent proxy fields in the relevant database tables.

[0109] The above technical solution has the following advantages or beneficial effects: This invention provides an agent management system architecture that supports image data submission and automatic image information recognition and matching during the agent qualification filling process, eliminating the need for manual input by users, simplifying the login process, and improving filling efficiency; synchronous caching is performed during the automatic matching filling process, so even if the page is refreshed, the filled qualification information can be directly read from the cache without having to start filling again, avoiding the loss of filled qualification information due to page refresh and improving user experience; at the same time, it supports automatic review of qualification information, improving review efficiency and accuracy; in addition, it also supports automatic batch migration and modification of agency relationships, with high migration efficiency and high accuracy, and less prone to errors or omissions.

[0110] The above description is merely a preferred embodiment of the present invention and does not limit the implementation and protection scope of the present invention. Those skilled in the art should realize that any equivalent substitutions and obvious changes made using the content of this specification and illustrations should be included within the protection scope of the present invention.

Claims

1. An agent management system, characterized in that, include: The front-end UI provides a front-end display interface for receiving external interactive data, which includes at least image data. The presentation layer provides at least an agent platform, an operation platform, and a merchant platform, which are used to access the agent platform, the operation platform, or the merchant platform based on the interaction data. The database includes at least a cache unit, an Oracle database, and a distributed full-text search engine, and is used to at least provide data synchronization from the Oracle database to the distributed full-text search engine. And the data of the front-end display interface is distributed and locked through the cache unit; The data layer is used to provide at least the functions of stored procedures, data caching, user-defined functions, distributed transactions, and reading and writing databases. At the business layer, based on a distributed architecture, the agent system and other systems are effectively integrated to jointly provide business services. These other systems include at least the merchant system, the shield system, the credit review system, the account management system, and the transaction system. The business layer at least provides automatic text recognition and filling of front-end image data through the agent system, automatic review of front-end filling through the interface access of the JiDun system, and batch migration of agency relationships. The agency relationships include agency relationships between agents and agency relationships between agents and merchants. The agent system includes: A data acquisition unit is provided for users to submit the image data. A recognition unit, connected to the acquisition unit, is used to recognize the image data, obtain image information, query the basic information of the enterprise associated with the image information, fill in the recognized image information and associated information in text form in the front-end display interface, and display it. The agent system also includes: A first review unit, connected to the identification unit, is used to, upon receiving an authentication request, automatically compare the image information and the associated information with the call information by calling the service interface of the Extreme Shield system related to the image information, and then provide a review result.

2. The agent management system according to claim 1, characterized in that, The agent system also includes: The caching unit, connected to the recognition unit, is used for data caching, including at least caching of the image data, the image information, and the associated information. A reading unit, connected to the cache unit, is used to read cached data from the cache unit and send it to the front-end display interface when the front-end display interface is refreshed.

3. The agent management system according to claim 1, characterized in that, The operating platform includes: An agent migration unit is used to receive external agent relationship change requests, the agent relationship change requests including at least the original agent number and the new agent number, so as to migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches; An update unit, connected to the agent migration unit, is used to update the parent agent field in the relevant database table after successful migration.

4. The agent management system according to claim 1, characterized in that, Also includes: The access control unit is used to manage user permissions and must provide at least one of the following: the mapping between user roles and permissions, and user permission configuration functions.

5. The agent management system according to claim 1, characterized in that, Also includes: The log recording unit is used to record and store the business operations and data operations generated in the agent management system.

6. The agent management system according to claim 1, characterized in that, Also includes: The operating environment is used to provide a stable environment for the operation of the agent management system, and at least supports any one of Alibaba Cloud hosts, dedicated servers, and third-party virtual hosts.

7. A method for managing agents, characterized in that, For implementing the agent management system as described in any one of claims 1-6, the method includes a workflow for adding a new first-level agent to the agent system: Step A1: Provide a user login interface for users to submit image data; Step A2: Recognize the image data to obtain image information, query the basic information of the enterprise associated with the image information, fill in the recognized image information and associated information in text form in the user login interface, and display it; Step A3: The user submits an authentication request on the user login interface; Step A4: After receiving the authentication request, the agent system calls the service interface of the Extreme Shield system related to the image information, and automatically compares and verifies the image information and the associated information with the call information. If the verification passes, proceed to step A5; If the verification fails, return to step A1; Step A5: Call the credit review system to perform credit review: If the review is approved, proceed to step A6; If the review fails, return to step A1; Step A6: Call the Account Connect system to activate the account, and output feedback information to the user after successful account activation.

8. The agent management method according to claim 7, characterized in that, The method also includes a workflow for the operation platform to perform batch migration of agency relationships: Step B1: Receive an external request to change the agency relationship. The request to change the agency relationship includes at least the original agent number and the new agent number. Step B2: Migrate the sub-agents and / or merchants under the original agent number to the new agent number in batches; Step B3: After successful migration, update the parent proxy fields in the relevant database tables.

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