Business opportunity file creation method and device, computer equipment and storage medium
Patent Information
- Application Number
- CN202211321180.4
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2022-10-26
- Publication Date
- 2026-08-18
- Estimated Expiration
- 2042-10-26
AI Technical Summary
[0003]而在现有技术中,商机档案的创建通常由业务人员提供相应的名单列表和配置内容,然后开发人员通过脚本编写的方式将名单列表和配置内容固定在对应的商机平台中,由于是通过脚本编写的方式,因此该方式还依赖于运维的窗口期,无法随时创建,导致创建商机档案的效率降低、成本增加
[0042] The aforementioned method, apparatus, computer equipment, and storage medium for creating business opportunity files provide the functionality to copy and modify previously created historical business opportunity files. When a new business opportunity file needs to be created based on an acquired target list, a historical business opportunity file can be directly obtained and copied to obtain a corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command based on the target list to modify the cloned configuration content of the cloned business opportunity file, thereby obtaining the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and creation is not dependent on the maintenance window; only minor modifications are needed, improving the efficiency of creating business opportunity files and saving costs.
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Figure CN115576897B_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of data management technology, specifically to a method, apparatus, computer equipment, and storage medium for creating business opportunity profiles. Background Technology
[0002] Business opportunity profiles are business conversion data for corresponding entities (including individuals and organizations). They contain information about the entity and its corresponding business strategies, enabling the system to recommend services or products to the entity based on the business opportunity profile, allowing the entity to obtain services or products that better meet its needs.
[0003] In existing technologies, the creation of business opportunity profiles typically involves business personnel providing a list of names and configuration details. Developers then use scripts to fix the list of names and configuration details in the corresponding business opportunity platform. Because it is scripted, this method is dependent on the maintenance window and cannot be created at any time, resulting in reduced efficiency and increased costs in creating business opportunity profiles. Summary of the Invention
[0004] In view of the shortcomings of the existing technology, the present invention provides a method, apparatus, computer equipment and storage medium for creating business opportunity files.
[0005] In one embodiment, the present invention provides a method for creating a business opportunity profile, comprising:
[0006] Obtain the target list and existing historical business opportunity files;
[0007] Copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0008] In response to the first configuration modification instruction, based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file, the second target field matching each first target field is obtained; based on the configuration content corresponding to each first target field in the first configuration modification instruction, the configuration content of the second target field matching each first target field is replaced to obtain the target configuration content corresponding to the cloned configuration content;
[0009] Based on the target configuration content and the target list, the target business opportunity file is obtained.
[0010] In one embodiment, retrieving a created historical business opportunity file includes:
[0011] Retrieve the preset historical business opportunity archive; the historical business opportunity archive includes multiple business opportunity archives that have been created.
[0012] Determine the similarity between the target list and the list of each opportunity in the historical opportunity archive;
[0013] Based on the similarity between the target list and the list of each opportunity in the historical opportunity archive, one opportunity in the historical opportunity archive is identified as a historical opportunity.
[0014] In one embodiment, identifying a business opportunity file in the historical business opportunity database as a historical business opportunity file based on the similarity between the target list and the list of each business opportunity file in the historical business opportunity database includes:
[0015] Determine the creation time of each business opportunity file in the historical business opportunity archive;
[0016] Select business opportunity files in the historical business opportunity archive whose creation time is earlier than the preset time as candidate business opportunity files;
[0017] A temporary business opportunity database is constructed based on each candidate business opportunity file;
[0018] The candidate business opportunity files corresponding to the list with the highest similarity to the target list in the temporary business opportunity archive are identified as historical business opportunity files.
[0019] In one embodiment, retrieving a created historical business opportunity file includes:
[0020] Retrieve the preset historical business opportunity archive; the historical business opportunity archive includes multiple business opportunity archives that have been created.
[0021] In response to the file selection command, a business opportunity file in the historical business opportunity archive is selected as the historical business opportunity file.
[0022] In one embodiment, a target business opportunity file is obtained based on the target configuration content and the target list, including:
[0023] Based on the target configuration content and the target list, a deduplicated business opportunity file is obtained;
[0024] Based on the identification information of the deduplicated business opportunity files, a deduplication judgment is performed to obtain the judgment result; the identification information includes the file name and / or the list number of the target list in the target configuration content;
[0025] If the judgment result indicates that there is no existing business opportunity file that is duplicated with the deduplicated business opportunity file, then the target business opportunity file is obtained based on the deduplicated business opportunity file.
[0026] In one embodiment, obtaining a target opportunity file based on the deduplicated opportunity file includes:
[0027] Send the deduplicated business opportunity files to the review equipment for verification;
[0028] Obtain the audit results sent by the auditing device;
[0029] If the review result indicates that the review is passed, the deduplicated business opportunity file will be identified as the target business opportunity file.
[0030] If the review result indicates that the review has failed, then in response to the second configuration modification instruction, the fourth field matching each third target field is obtained based on the similarity between the third target field in the second configuration modification instruction and the fourth target field in the deduplicated business opportunity file; based on the configuration content corresponding to each third target field in the second configuration modification instruction, the configuration content of the fourth target field matching each third target field is replaced to obtain the reviewed business opportunity file;
[0031] The business opportunity file is sent to the review device for review until the review result indicates that the review has passed. The business opportunity file corresponding to the review result indicating that the review has passed is determined as the target business opportunity file.
[0032] In one embodiment, after obtaining the target opportunity file based on the target configuration content and the target list, the method for creating the above opportunity file further includes:
[0033] According to the instructions to bring the files online, the target business opportunity files that have not yet been brought online will be brought online;
[0034] According to the instruction to take the files offline, the target business opportunity files that have been online will be taken offline.
[0035] Secondly, in one embodiment, the present invention provides an apparatus for creating a business opportunity profile, comprising:
[0036] The document acquisition module is used to acquire a list of target entities and existing historical business opportunity documents.
[0037] The file cloning module is used to copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0038] The configuration modification module is used to respond to a first configuration modification instruction, obtain a second target field matching each first target field based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file; and replace the configuration content of the second target field matching each first target field with the configuration content corresponding to each first target field in the first configuration modification instruction to obtain the target configuration content corresponding to the cloned configuration content.
[0039] The file creation module is used to obtain target business opportunity files based on the target configuration content and the target list.
[0040] Thirdly, in one embodiment, the present invention provides a computer device including a memory and a processor; the memory stores a computer program, and the processor is configured to run the computer program in the memory to perform the steps in the business opportunity file creation method of any of the above embodiments.
[0041] Fourthly, in one embodiment, the present invention provides a storage medium storing a computer program that is loaded by a processor to perform the steps in the business opportunity file creation method of any of the above embodiments.
[0042] The aforementioned method, apparatus, computer equipment, and storage medium for creating business opportunity files provide the functionality to copy and modify previously created historical business opportunity files. When a new business opportunity file needs to be created based on an acquired target list, a historical business opportunity file can be directly obtained and copied to obtain a corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command based on the target list to modify the cloned configuration content of the cloned business opportunity file, thereby obtaining the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and creation is not dependent on the maintenance window; only minor modifications are needed, improving the efficiency of creating business opportunity files and saving costs. Attached Figure Description
[0043] To more clearly illustrate the technical solutions in the embodiments of the present invention, the accompanying drawings used in the description of the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.
[0044] Figure 1 This is a schematic diagram illustrating an application scenario of the business opportunity file creation method in one embodiment of the present invention;
[0045] Figure 2 This is a flowchart illustrating a method for creating a business opportunity profile in one embodiment of the present invention;
[0046] Figure 3 This is a schematic diagram of the structure of a business opportunity file creation device in one embodiment of the present invention;
[0047] Figure 4 This is a schematic diagram of the internal structure of a computer device according to one embodiment of the present invention. Detailed Implementation
[0048] 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.
[0049] In the description of this invention, it should be understood that the terms "first" and "second" are used for descriptive purposes only and should not be construed as indicating or implying relative importance or implicitly specifying the number of indicated technical features. Thus, a feature defined as "first" or "second" may explicitly or implicitly include one or more of the stated features. In the description of this application, "a plurality of" means two or more, unless otherwise explicitly specified. In this application, the term "exemplary" is used to mean "used as an example, illustration, or description." Any embodiment described as "exemplary" in this application is not necessarily to be construed as being more preferred or advantageous than other embodiments. The following description is provided to enable any person skilled in the art to make and use the invention. In the following description, details are set forth for illustrative purposes. It should be understood that those skilled in the art will recognize that the invention can be made without using these specific details. In other instances, well-known structures and processes will not be described in detail to avoid unnecessarily obscuring the description of the invention. Therefore, the invention is not intended to be limited to the embodiments shown, but is consistent with the broadest scope of the principles and features disclosed in this application.
[0050] The business opportunity file creation method in this embodiment of the invention is applied to a business opportunity file creation device, which is set in a computer device; the computer device can be a terminal, such as a mobile phone or a tablet computer, or a server, or a service cluster composed of multiple servers.
[0051] like Figure 1 As shown, Figure 1 This is a schematic diagram of an application scenario for the business opportunity file creation method in an embodiment of the present invention. The application scenario of the business opportunity file creation method in an embodiment of the present invention includes a computer device 100 (the computer device 100 integrates a business opportunity file creation device), and a computer-readable storage medium running the business opportunity file creation method in the computer device 100 to execute the steps of the business opportunity file creation method.
[0052] Understandable, Figure 1The computer equipment in the application scenario of the business opportunity file creation method shown, or the devices contained in the computer equipment, do not constitute a limitation on the embodiments of the present invention. That is, the number or type of equipment in the application scenario of the business opportunity file creation method, or the number or type of devices contained in each device, do not affect the overall implementation of the technical solution in the embodiments of the present invention, and can all be considered as equivalent substitutions or derivatives of the technical solutions claimed in the embodiments of the present invention.
[0053] In this embodiment of the invention, the computer device 100 can be an independent device, or a network of devices or a cluster of devices. For example, the computer device 100 described in this embodiment of the invention includes, but is not limited to, a computer, a network host, a single network device, a set of multiple network devices, or a cloud device composed of multiple devices. The cloud device consists of a large number of computers or network devices based on cloud computing.
[0054] Those skilled in the art will understand that Figure 1 The application scenarios shown are merely one example corresponding to the technical solution of this invention and do not constitute a limitation on the application scenarios of the technical solution of this invention. Other application scenarios may include more than one example. Figure 1 The more or fewer computer devices shown, or the network connections of the computer devices, for example Figure 1 Only one computer device is shown in the diagram. It is understood that the scenario of creating the business opportunity file may also include one or more other computer devices, which are not specifically limited here. The computer device 100 may also include a memory for storing information related to the method of creating the business opportunity file.
[0055] Furthermore, in the application scenario of the business opportunity file creation method in this embodiment of the invention, the computer device 100 may be equipped with a display device, or the computer device 100 may not have a display device but may be communicatively connected to an external display device 200. The display device 200 is used to output the results of the business opportunity file creation method executed in the computer device. The computer device 100 may access a background database 300 (the background database 300 may be the local storage of the computer device 100, or it may be located in the cloud), and the background database 300 stores information related to the business opportunity file creation method.
[0056] It should be noted that, Figure 1 The application scenario of the business opportunity file creation method shown is merely an example. The application scenario of the business opportunity file creation method described in the embodiments of the present invention is to more clearly illustrate the technical solution of the embodiments of the present invention, and does not constitute a limitation on the technical solution provided by the embodiments of the present invention.
[0057] Based on the application scenarios of the above-mentioned business opportunity profile creation method, an embodiment of the business opportunity profile creation method is proposed.
[0058] Firstly, such as Figure 2 As shown, in one embodiment, the present invention provides a method for creating a business opportunity profile, comprising:
[0059] Step 201: Obtain the target list and the historical business opportunity files that have been created;
[0060] The target list includes the name or title of at least one entity (including individuals or entities, with entities primarily referring to companies, etc.) and related information (when the entity is an individual, the relevant information may include gender, age, region, occupation, preferences, etc.; when the entity is a company, the relevant information may include company type, establishment date, registered region, business scope, products sold, etc.). The business opportunity profile is created to subsequently recommend services or products to the entities within it. Therefore, the specific type of entity depends on the type of service or product to be recommended. For product recommendations, such as recommending life insurance products, the specific type of entity can only be an individual; similarly, for recommending business loan products, the specific type of entity can only be an entity. When recommending office desks and chairs, the target audience can be either individuals or organizations. Similarly, for service recommendations, the target audience can be determined by referring to the specific types of product recommendations mentioned above. More broadly, services can include fintech services (such as loan applications, financial product purchases, e-commerce, electronic payments, electronic transactions, securities trading, online banking, tax processing, e-government, online shopping, and online insurance applications), digital healthcare services (such as smart healthcare, online diagnosis, online drug purchases, and intelligent disease analysis), and various artificial intelligence services (such as computer vision, natural language processing, speech recognition, biometrics, semantic recognition, retinal recognition, iris recognition, palmprint recognition, machine translation, virtual assistants, character recognition, and voice interaction).
[0061] The target list can be manually uploaded by business personnel or sent by other third-party platforms. Specifically, in this embodiment, the entity executing the business opportunity file creation method can be the business opportunity platform corresponding to the sales platform that provides a certain service or product. The business opportunity platform can be integrated into the sales platform, that is, it is a sub-platform with independent functions within the sales platform. When a third-party platform is used to send the target list, corresponding sending rules can be established between the third-party platform and the business opportunity platform in advance. That is, the business opportunity platform can instruct the third-party platform to provide the corresponding list according to its own service or product needs, so that the third-party platform can actively send the target list according to the sending rules. Of course, in other embodiments, the business opportunity platform can also send a sending request containing the corresponding sending rules to the third-party platform when it needs to obtain the list. After receiving the sending request, the third-party platform can parse the sending request, obtain the sending rules, and then send the target list according to the sending rules.
[0062] There can be multiple third-party platforms, and these platforms, together with the business opportunity platform, form a list sending system. In this system, the third-party platforms act as the corresponding servers, and the business opportunity platform acts as the corresponding clients. The client and server can send and receive data via the HTTP protocol (Hypertext Transfer Protocol, an application layer transport protocol based on TCP, which is simply a set of rules for data transmission between the client and server). Under the HTTP protocol, the sending request sent by the business opportunity platform is an HTTP request (an HTTP request includes an HTTP request line, HTTP request headers, and HTTP request body). The corresponding sending rules are stored in the HTTP request body.
[0063] It should be noted that the acquisition of the target list in this embodiment does not infringe on privacy. First, the names and related information of the subjects mentioned in this embodiment (subjects include individuals or entities, with entities mainly referring to companies, etc.) (when the subject is an individual, the related information may include gender, age, region, occupation, preferences, etc.; when the subject is a company, the related information may include company nature, establishment time, registered region, business scope, products sold, etc.) are publicly released data, such as data publicly released by the subject on a third-party platform. This data itself does not have privacy attributes. Second, when this data is data that the subject has not publicly released, such as restricted data released by the subject on a third-party platform, the restricted data is only visible to the subject or only to some other subjects. In this embodiment, the acquisition of this data is based on the premise that the subject has agreed to the acquisition of this data, that is, the subject agrees to the acquisition of this data and uses this data to recommend related services or products to them. In the second case, the subject can freely choose whether to grant permission to acquire this data. If the subject does not grant permission, in this embodiment, this data of the subject will not be acquired and related services or products will not be recommended to them through this data.
[0064] Among them, the business opportunity file is a reference package used to recommend relevant services or products to the entity in the future. It includes not only a list of names, but also the configuration content configured for the list of names.
[0065] The specific items in the business opportunity profile configuration also depend on the service or product to be recommended. For example, in one embodiment, for a certain service or product, the configuration content in the corresponding business opportunity profile may include profile name, primary category, secondary category, start time, outbound call type (400 outbound call, virtual number outbound call), whether it is a managed account, expiration days, null primary key, deduplicated primary key, commission, incentives, order grabbing limit, return flow days, risk level, achievement rules, SMS template, promotion name, promotion link, etc. Of course, in other embodiments, corresponding configuration content can also be configured for different services or products.
[0066] When acquiring historical business opportunity files, various methods can be adopted. For example, the business opportunity platform can randomly select one created business opportunity file as the historical business opportunity file in this embodiment, or it can be based on a certain sorting relationship, such as the order of the creation time of the business opportunity files, selecting the business opportunity file with the latest creation time as the historical business opportunity file in this embodiment, or it can be based on the number of times the business opportunity file is selected, selecting the business opportunity file with the most selections as the historical business opportunity file in this embodiment. Of course, in other embodiments, any other arbitrary method can be used to acquire the historical business opportunity files in this embodiment.
[0067] Step 202: Copy the historical business opportunity file to obtain a cloned business opportunity file;
[0068] Among them, the clone configuration content and clone list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0069] Among them, copying historical business opportunity files is different from creating a cloned business opportunity file that is completely identical to the historical business opportunity file. Using the cloned business opportunity file as the basis for subsequent processing will not damage the historical business opportunity file and can preserve the original data of the historical business opportunity file.
[0070] Step 203: In response to the first configuration modification instruction, based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file, obtain the second target field that matches each first target field; based on the configuration content corresponding to each first target field in the first configuration modification instruction, replace the configuration content of the second target field that matches each first target field to obtain the target configuration content corresponding to the cloned configuration content;
[0071] The matching and replacement of fields in the clone configuration content of cloned business opportunity files can be achieved through automatic matching. Business personnel can input the distinguishing configuration content, including the fields to be modified. The business opportunity platform can then identify this distinguishing configuration content, perform similarity matching based on the fields, and replace the corresponding configuration content. The similarity calculation can be done by first converting the fields into corresponding feature vectors and then calculating similarity based on these feature vectors. Alternatively, it can be implemented through human-computer interaction. For example, the business opportunity platform can provide a modification interface for the clone configuration content of cloned business opportunity files. In this interface, each field in the clone configuration content has a "Modify" selection box. When a business personnel selects this selection box by entering the "Modify" command in the first configuration modification instruction (e.g., by clicking), the corresponding field changes from a fixed state to an editable state. The business personnel can then enter the "Field Edit" command in the first configuration modification instruction to re-edit the field, such as deleting the original field and filling in a new one. Alternatively, if the field is presented as a multiple-choice option, the business personnel can enter the "Multiple-Select" command in the first configuration modification instruction to re-select one of the provided multiple fields.
[0072] Specifically, after matching and replacing all corresponding fields based on the first target field, the original cloned configuration content is redefined as the required target configuration content. After matching and replacing all corresponding fields, business personnel can enter the modification completion command in the first configuration modification command to inform the business opportunity platform to complete the modification, and the business opportunity platform can save the current configuration content as the target configuration content.
[0073] Step 204: Obtain the target business opportunity file based on the target configuration content and the target list;
[0074] As mentioned above, the business opportunity file includes a list of names and corresponding configuration content. Therefore, obtaining the target configuration content and the target list of names yields the target business opportunity file. In other embodiments, to strengthen the correlation between the target configuration content and the target list of names, further binding can be performed in this step. For example, the same identifier can be added to both the target configuration content and the target list of names, or the data can be directly integrated to obtain a data package. Based on this binding, the historical business opportunity file and the cloned business opportunity file obtained in the previous steps are also bound. Therefore, after modifying the cloned configuration content to obtain the target configuration content, the obtained target list of names can be directly replaced with the cloned list of names in the cloned business opportunity file, thus transforming the cloned business opportunity file into the required target business opportunity file. In other embodiments, any other method can be used to obtain the target business opportunity file based on the target configuration content and the target list of names.
[0075] The above-described method for creating business opportunity files provides the ability to copy and modify existing historical business opportunity files. When a new business opportunity file needs to be created based on the obtained target list, a historical business opportunity file can be directly obtained and copied to obtain the corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command according to the target list to modify the cloned configuration content of the cloned business opportunity file, thereby obtaining the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and the creation does not depend on the operation and maintenance window. Only minor modifications are needed, which improves the efficiency of creating business opportunity files and saves costs.
[0076] In one embodiment, retrieving a created historical business opportunity file includes:
[0077] Retrieve the preset historical business opportunity archive; the historical business opportunity archive includes multiple business opportunity archives that have been created.
[0078] The historical business opportunity files are all determined from the historical business opportunity file database. As mentioned in the above embodiments, they can be obtained by random selection. However, this method can lead to a significant difference between the selected historical business opportunity files and the business opportunity files actually needed by the business personnel. That is, the business personnel may need to make significant modifications to the clone configuration content of the cloned business opportunity files obtained based on the historical business opportunity files, thereby reducing the creation efficiency. Therefore, in this embodiment, a selection method can be provided so that the obtained historical business opportunity files do not differ significantly from the business opportunity files actually needed by the business personnel, thus requiring only a small degree of modification and improving the creation efficiency.
[0079] Determine the similarity between the target list and the list of each opportunity in the historical opportunity archive;
[0080] Modifying cloned business opportunity files mainly involves modifying the configuration content. As mentioned in the previous embodiments, the configuration content corresponds to the list of business opportunity files, meaning the configuration content needs to be set according to the list of business opportunity files. This also means that similar list of business opportunity files will have similar configuration content. Since the target list of business opportunity files will not change due to the creation of business opportunity files, in this embodiment, one business opportunity file is selected as a historical business opportunity file based on the similarity between the target list of business opportunity files and the list of business opportunity files in the historical business opportunity file database. First, it is necessary to determine the similarity between the list of business opportunity files in the historical business opportunity file database and the target list of business opportunity files. Specifically, feature extraction can be performed on the target list of business opportunity files and the list of business opportunity files in the historical business opportunity file database to obtain the corresponding list features. Then, the obtained list features are compared for similarity.
[0081] Based on the similarity between the target list and the list of each business opportunity in the historical business opportunity archive, one business opportunity in the historical business opportunity archive is identified as a historical business opportunity.
[0082] In this embodiment, only the similarity between the lists can be considered. Therefore, in one embodiment, the business opportunity file corresponding to the list with the highest similarity to the target list in the historical business opportunity archive can be directly identified as the historical business opportunity file. Of course, in other embodiments, other factors can also be considered to improve the accuracy of the selection of historical business opportunity files.
[0083] In one embodiment, determining the similarity between the target list and the list of each opportunity file in the historical opportunity archive includes:
[0084] Obtain the trained similarity calculation model;
[0085] Input the target list and the list of each business opportunity file in the historical business opportunity archive into the similarity calculation model to obtain the similarity calculation results;
[0086] Among them, an AI (Artificial Intelligence) model is adopted, and various typical high-performance machine learning algorithms are used for efficient processing. By leveraging the advantages of AI algorithms and training and learning with a large amount of data, the analysis model can automatically avoid some errors, thereby improving the efficiency and accuracy of similarity calculation.
[0087] In one embodiment, the training steps of the similarity calculation model include:
[0088] Obtain a training sample set, which includes multiple training samples. Each training sample includes a list of target candidates for training, a list of each business opportunity file in the historical business opportunity archive, and the training similarity calculation result. The training similarity calculation result is obtained by manually processing the list of target candidates for training and the list of each business opportunity file in the historical business opportunity archive.
[0089] Obtain a training sample, use the target list and the list of each business opportunity file in the historical business opportunity archive as input to the similarity calculation model, use the training similarity calculation result as the expected output of the similarity calculation model, train the similarity calculation model, and complete one training.
[0090] Determine the comparison result between the actual output and the expected output of the similarity calculation model. If the comparison result does not meet the requirements, update the model parameters of the similarity calculation model based on the comparison result.
[0091] Obtain the next training sample, take the target list and the list of each business opportunity file in the historical business opportunity archive as input to the similarity calculation model, take the training similarity calculation result as the expected output of the similarity calculation model, train the similarity calculation model until the comparison result meets the requirements, stop training, and obtain the trained similarity calculation model.
[0092] In this embodiment, the training similarity calculation obtained through manual processing is used during training, which is a supervised training method that can shorten the training time to a certain extent. Of course, in other embodiments, an unsupervised training method can also be used.
[0093] In one embodiment, the comparison result between the actual output and the expected output of the similarity calculation model is determined. If the comparison result does not meet the requirements, the model parameters of the similarity calculation model are updated according to the comparison result, including:
[0094] Determine the difference between the actual output and the expected output of the similarity calculation model, and calculate the loss value based on the difference.
[0095] If the loss value does not meet the preset convergence condition, the model parameters of the similarity calculation model are updated based on the loss value.
[0096] In one embodiment, after the similarity calculation model has been trained, the method further includes:
[0097] Obtain the test sample set, which includes multiple test samples. Each test sample includes a list of target lists and a list of each business opportunity file in the historical business opportunity archive.
[0098] Each test sample is sequentially input into the trained similarity calculation model for testing. The testing process is the same as the actual usage process described above, and will not be repeated here.
[0099] If the test results are unsatisfactory, the model parameters of the similarity calculation model need to be further adjusted.
[0100] In one embodiment, identifying a business opportunity file in the historical business opportunity database as a historical business opportunity file based on the similarity between the target list and the list of each business opportunity file in the historical business opportunity database includes:
[0101] Determine the creation time of each business opportunity file in the historical business opportunity archive;
[0102] Select business opportunity files in the historical business opportunity archive whose creation time is earlier than the preset time as candidate business opportunity files;
[0103] A temporary business opportunity database is constructed based on each candidate business opportunity file;
[0104] The candidate business opportunity files corresponding to the list with the highest similarity to the target list in the temporary business opportunity archive are identified as historical business opportunity files;
[0105] In the above embodiments, considering only similarity, the business opportunity file with the highest similarity can be directly identified as a historical business opportunity file. However, in practice, the requirements or emphasis for creating business opportunity files may change. That is, the most recently created business opportunity file is closer to the current requirements or emphasis and has higher cloning value. Therefore, in this embodiment, the creation time of the business opportunity file can be used as a prerequisite for screening. First, business opportunity files in the historical business opportunity file library whose creation time is earlier than a preset time are screened out. Then, these business opportunity files are identified as candidate business opportunity files and classified into a temporary business opportunity file library. Finally, according to the above similarity method, the candidate business opportunity file with the highest similarity in the temporary business opportunity file library is identified as a historical business opportunity file.
[0106] It should be noted that the temporary business opportunity files are only used for subsequent similarity selection. Once historical business opportunity files are obtained, the temporary business opportunity file database can be deactivated. Alternatively, in other embodiments, the temporary business opportunity file database is actually a virtual database, which is simply a general term for all candidate business opportunity files.
[0107] In this embodiment, creation time is used as a prerequisite. Only business opportunity files that meet this condition will proceed to the next stage of selection. In other embodiments, creation time and similarity can be considered simultaneously. That is, corresponding filtering weights are assigned to creation time and similarity respectively. Then, the score of each business opportunity file in the historical business opportunity file database can be obtained, and the business opportunity file with the highest score is determined as the historical business opportunity file.
[0108] In one embodiment, retrieving a created historical business opportunity file includes:
[0109] Retrieve the preset historical business opportunity archive; the historical business opportunity archive includes multiple business opportunity archives that have been created.
[0110] In response to the file selection instruction, a business opportunity file in the historical business opportunity archive is selected as a historical business opportunity file;
[0111] In addition to the method of automatically selecting historical business opportunity files based on similarity and creation time in the above embodiments, this embodiment also allows business personnel to manually select them. Specifically, the business opportunity platform can provide a selection interface containing all business opportunity files in the historical business opportunity file library. In the selection interface, each business opportunity file is equipped with a selection box, and business personnel can input file selection instructions to select one of the business opportunity files. Manual selection will cause business personnel to browse a large number of business opportunity files, reducing the efficiency of selecting historical business opportunity files and increasing the workload of business personnel. In addition, it is also easy to select business opportunity files with low similarity.
[0112] In one embodiment, a target business opportunity file is obtained based on the target configuration content and the target list, including:
[0113] Based on the target configuration content and the target list, a deduplicated business opportunity file is obtained;
[0114] Based on the identification information of the deduplicated business opportunity files, a deduplication judgment is performed to obtain the judgment result; the identification information includes the file name and / or the list number of the target list in the target configuration content;
[0115] If the judgment result indicates that there is no existing business opportunity file that is duplicated with the deduplicated business opportunity file, then the target business opportunity file is obtained based on the deduplicated business opportunity file.
[0116] In some cases, if a business opportunity file that is completely identical to the target business opportunity file exists in the historical business opportunity archive, it may be impossible to select the business opportunity file if the selection method is used manually. When creating a business opportunity file based on the selected historical business opportunity file, the target business opportunity file will be duplicated with a business opportunity file in the historical business opportunity archive, thus defeating the purpose of creation. Therefore, based on the manual selection method, after obtaining the target configuration content and the target list, it is necessary to first treat it as a deduplicated business opportunity file and perform deduplication judgment based on the identification information.
[0117] If other factors or processes are not considered, after obtaining the judgment result that there is no duplicate existing business opportunity file that is duplicated with the deduplicated business opportunity file, the deduplicated business opportunity file can be directly identified as the target business opportunity file.
[0118] In one embodiment, obtaining a target opportunity file based on the deduplicated opportunity file includes:
[0119] Send the deduplicated business opportunity files to the review equipment for verification;
[0120] After confirming that there are no duplicate business opportunity files, an audit is required to avoid errors in the configuration process. Specifically, the relevant auditors can receive the deduplicated business opportunity files after the deduplication judgment through the auditing equipment and audit them.
[0121] Obtain the audit results sent by the auditing device;
[0122] After reviewing the application, the reviewers can use the review equipment to send the review results back to the business opportunity platform.
[0123] If the review result indicates that the review is passed, the deduplicated business opportunity file will be identified as the target business opportunity file.
[0124] If the review result indicates that the review has failed, then in response to the second configuration modification instruction, the fourth field matching each third target field is obtained based on the similarity between the third target field in the second configuration modification instruction and the fourth target field in the deduplicated business opportunity file; based on the configuration content corresponding to each third target field in the second configuration modification instruction, the configuration content of the fourth target field matching each third target field is replaced to obtain the reviewed business opportunity file;
[0125] If the review fails, it means that the current business opportunity file needs further modification. Specifically, the reviewer can add the corresponding modification plan to the review result when sending the review result, so that the business personnel can make modifications according to the modification plan after obtaining the review result through the business opportunity platform.
[0126] The specific details of the modification according to the second configuration modification instruction can be referred to the first configuration modification instruction in the above embodiment, and will not be repeated here;
[0127] The business opportunity file is sent to the review device for review until the review result indicates that the review is passed. The business opportunity file corresponding to the review result indicating that the review is passed is determined as the target business opportunity file.
[0128] After modification, it needs to be reviewed again until it is approved.
[0129] In one embodiment, after obtaining the target opportunity file based on the target configuration content and the target list, the method for creating the above opportunity file further includes:
[0130] According to the instructions to bring the files online, the target business opportunity files that have not yet been brought online will be brought online;
[0131] According to the file offline instruction, the target business opportunity files that have been online will be taken offline;
[0132] The online publication of the archives refers to their release on the business opportunity platform, so that users on the platform can access or view them and then carry out subsequent processing based on the corresponding business opportunity archives.
[0133] In this context, business personnel can upload or remove the created target business opportunity files at any time. Specifically, in one embodiment, uploading a target business opportunity file requires prior approval.
[0134] Secondly, such as Figure 3 As shown, in one embodiment, the present invention provides an apparatus for creating business opportunity profiles, comprising:
[0135] The file acquisition module 301 is used to acquire the target list and the historical business opportunity files that have been created.
[0136] The file cloning module 302 is used to copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0137] The configuration modification module 303 is used to respond to the first configuration modification instruction, obtain the second target field matching each first target field based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file; and replace the configuration content of the second target field matching each first target field with the configuration content corresponding to each first target field in the first configuration modification instruction to obtain the target configuration content corresponding to the cloned configuration content.
[0138] The file creation module 304 is used to obtain target business opportunity files based on the target configuration content and the target list.
[0139] The aforementioned business opportunity file creation device provides the function of copying and modifying existing historical business opportunity files. When it is necessary to create a new business opportunity file based on the obtained target list, a historical business opportunity file can be directly obtained and copied to obtain the corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command according to the target list to modify the cloned configuration content of the cloned business opportunity file to obtain the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and the creation does not depend on the maintenance window. Only a few modifications are needed, which improves the efficiency of creating business opportunity files and saves costs.
[0140] In one embodiment, the file acquisition module is specifically used to acquire a preset historical business opportunity file database; the historical business opportunity file database includes multiple business opportunity files that have been created; determine the similarity between the target list and the list of each business opportunity file in the historical business opportunity file database; and, based on the similarity between the target list and the list of each business opportunity file in the historical business opportunity file database, identify one business opportunity file in the historical business opportunity file database as a historical business opportunity file.
[0141] In one embodiment, the file acquisition module is specifically used to determine the creation time of each business opportunity file in the historical business opportunity file database; identify business opportunity files in the historical business opportunity file database whose creation time is earlier than a preset time as candidate business opportunity files; construct a temporary business opportunity file database based on each candidate business opportunity file; and identify the candidate business opportunity files in the temporary business opportunity file database that correspond to the list with the highest similarity to the target list as historical business opportunity files.
[0142] In one embodiment, the file acquisition module is specifically used to acquire a preset historical business opportunity file library; the historical business opportunity file library includes multiple business opportunity files that have been created; in response to a file selection instruction, a business opportunity file in the historical business opportunity file library is identified as a historical business opportunity file.
[0143] In one embodiment, the file creation module is specifically used to obtain deduplicated business opportunity files based on the target configuration content and the target list; perform deduplication judgment based on the identification information of the deduplicated business opportunity files, and obtain the judgment result; the identification information includes the file name in the target configuration content and / or the list number of the target list; if the judgment result indicates that there is no created business opportunity file that is duplicated with the deduplicated business opportunity file, then the target business opportunity file is obtained based on the deduplicated business opportunity file.
[0144] In one embodiment, the file creation module is specifically used to send deduplicated business opportunity files to the review device for review; obtain the review result sent by the review device; if the review result indicates that the review is passed, then the deduplicated business opportunity file is determined as the target business opportunity file; if the review result indicates that the review is not passed, then in response to the second configuration modification instruction, the fields in the target configuration content of the deduplicated business opportunity file are matched and replaced according to the second target field in the second configuration modification instruction to obtain the review business opportunity file; send the review business opportunity file to the review device for review until the obtained review result indicates that the review is passed, and determine the review business opportunity file corresponding to the review result indicating that the review is passed as the target business opportunity file.
[0145] In one embodiment, the apparatus for creating the aforementioned business opportunity profile further includes:
[0146] The file management module is used to, after obtaining the target business opportunity files based on the target configuration content and the target list, bring online target business opportunity files that have not yet been brought online according to the file bringing online instructions; and bring online target business opportunity files offline according to the file taking offline instructions.
[0147] Thirdly, in one embodiment, the present invention provides a computer device, such as... Figure 4 As shown, it illustrates the structure of the computer device involved in this invention, specifically:
[0148] The computer device may include components such as a processor 401 with one or more processing cores, a memory 402 with one or more computer-readable storage media, a power supply 403, and an input unit 404. Those skilled in the art will understand that... Figure 4 The structure of the computer device shown does not constitute a limitation on the computer device and may include more or fewer components than shown, or combine certain components, or have different component arrangements. Wherein:
[0149] The processor 401 is the control center of the computer device. It connects various parts of the computer device via various interfaces and lines, and performs various functions and processes data by running or executing software programs and / or modules stored in the memory 402, and by calling data stored in the memory 402, thereby providing overall monitoring of the computer device. Optionally, the processor 401 may include one or more processing cores; preferably, the processor 401 may integrate an application processor and a modem processor, wherein the application processor mainly handles the operating system, user interface, and computer programs, and the modem processor mainly handles wireless communication. It is understood that the modem processor may not be integrated into the processor 401.
[0150] The memory 402 can be used to store software programs and modules. The processor 401 executes various functional applications and data processing by running the software programs and modules stored in the memory 402. The memory 402 may mainly include a program storage area and a data storage area. The program storage area may store the operating system, computer programs required for at least one function (such as sound playback function, image playback function, etc.), etc.; the data storage area may store data created according to the use of the server, etc. In addition, the memory 402 may include high-speed random access memory, and may also include non-volatile memory, such as at least one disk storage device, flash memory device, or other volatile solid-state storage device. Accordingly, the memory 402 may also include a memory controller to provide the processor 401 with access to the memory 402.
[0151] The computer device also includes a power supply 403 that supplies power to the various components. Preferably, the power supply 403 can be logically connected to the processor 401 through a power management system, thereby enabling functions such as charging, discharging, and power consumption management through the power management system. The power supply 403 may also include one or more DC or AC power supplies, recharging systems, power fault detection circuits, power converters or inverters, power status indicators, and other arbitrary components.
[0152] The computer device may also include an input unit 404, which can be used to receive input digital or character information and generate keyboard, mouse, joystick, optical or trackball signal inputs related to user settings and function control.
[0153] Although not shown, the computer device may also include a display unit, etc., which will not be described in detail here. Specifically, in this embodiment, the processor 401 in the computer device loads the executable files corresponding to the processes of one or more computer programs into the memory 402 according to the following instructions, and the processor 401 runs the computer programs stored in the memory 402 to perform the following steps:
[0154] Obtain the target list and existing historical business opportunity files;
[0155] Copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0156] In response to the first configuration modification instruction, based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file, the second target field matching each first target field is obtained; based on the configuration content corresponding to each first target field in the first configuration modification instruction, the configuration content of the second target field matching each first target field is replaced to obtain the target configuration content corresponding to the cloned configuration content;
[0157] Based on the target configuration content and the target list, the target business opportunity file is obtained.
[0158] The aforementioned computer equipment provides the ability to copy and modify existing historical business opportunity files. When a new business opportunity file needs to be created based on the obtained target list, a historical business opportunity file can be directly obtained and copied to obtain the corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command according to the target list to modify the cloned configuration content of the cloned business opportunity file, thereby obtaining the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and the creation does not depend on the maintenance window. Only minor modifications are needed, which improves the efficiency of creating business opportunity files and saves costs.
[0159] Those skilled in the art will understand that all or part of the steps in any of the methods in the above embodiments can be performed by a computer program or by a computer program controlling related hardware. The computer program can be stored in a computer-readable storage medium and loaded and executed by a processor.
[0160] Fourthly, in one embodiment, the present invention provides a storage medium storing a plurality of computer programs that can be loaded by a processor to perform the following steps:
[0161] Obtain the target list and existing historical business opportunity files;
[0162] Copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively.
[0163] In response to the first configuration modification instruction, based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file, the second target field matching each first target field is obtained; based on the configuration content corresponding to each first target field in the first configuration modification instruction, the configuration content of the second target field matching each first target field is replaced to obtain the target configuration content corresponding to the cloned configuration content;
[0164] Based on the target configuration content and the target list, the target business opportunity file is obtained.
[0165] The aforementioned storage medium provides the ability to copy and modify existing historical business opportunity files. When a new business opportunity file needs to be created based on the obtained target list, a historical business opportunity file can be directly obtained and copied to obtain the corresponding cloned business opportunity file. Business personnel can input the corresponding first configuration modification command according to the target list to modify the cloned configuration content of the cloned business opportunity file, thereby obtaining the corresponding target configuration content. Finally, the required target business opportunity file is obtained based on the target configuration content. No developer intervention is required, and the creation does not depend on the operation and maintenance window. Only minor modifications are needed, which improves the efficiency of creating business opportunity files and saves costs.
[0166] It will be understood by those skilled in the art that any references to memory, storage, database, or other media used in the embodiments provided in this invention may include non-volatile and / or volatile memory. Non-volatile memory may include read-only memory (ROM), programmable ROM (PROM), electrically programmable ROM (EPROM), electrically erasable programmable ROM (EEPROM), or flash memory. Volatile memory may include random access memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in various forms, such as static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), dual data rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), Synchlink, SLDRAM, RAMbus direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and RAMbus dynamic RAM (RDRAM), etc.
[0167] Since the computer program stored in the storage medium can execute the steps in the business opportunity file creation method in any embodiment of the present invention, the beneficial effects that the business opportunity file creation method in any embodiment of the present invention can achieve can be realized, as detailed in the preceding embodiments, and will not be repeated here.
[0168] For details on the implementation of each of the above operations, please refer to the previous examples, which will not be repeated here.
[0169] In the above embodiments, the descriptions of each embodiment have different focuses. For parts not described in detail in a certain embodiment, please refer to the detailed descriptions of other embodiments above, which will not be repeated here.
[0170] The above provides a detailed description of the method, apparatus, computer equipment, and storage medium for creating a business opportunity file provided by the present invention. Specific examples have been used to illustrate the principles and implementation methods of the present invention. The descriptions of the above embodiments are only for the purpose of helping to understand the method and core ideas of the present invention. At the same time, those skilled in the art will recognize that there will be changes in the specific implementation methods and application scope based on the ideas of the present invention. Therefore, the content of this specification should not be construed as a limitation of the present invention.
[0171] The technical features of the above embodiments can be combined in any way. For the sake of brevity, not all possible combinations of the technical features in the above embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.
Claims
1. A method for creating a business opportunity profile, characterized in that, include: Obtain the target list and existing historical business opportunity files; The historical business opportunity file is copied to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively. In response to the first configuration modification instruction, based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file, a second target field matching each of the first target fields is obtained; based on the configuration content corresponding to each of the first target fields in the first configuration modification instruction, the configuration content of the second target field matching each of the first target fields is replaced to obtain the target configuration content corresponding to the cloned configuration content; Based on the target configuration content and the target list, a target business opportunity file is obtained; Retrieve existing historical business opportunity files, including: Obtain a pre-defined historical business opportunity archive; the historical business opportunity archive includes multiple business opportunity files that have already been created. Determine the similarity between the target list and the list of each business opportunity file in the historical business opportunity archive; Determine the creation time of each business opportunity file in the historical business opportunity archive; The score of each business opportunity file in the historical business opportunity archive is determined based on the filtering weights corresponding to the creation time and similarity. The business opportunity file with the highest score is identified as the historical business opportunity file.
2. The method for creating a business opportunity file according to claim 1, characterized in that, After the step of obtaining the target business opportunity file based on the target configuration content and the target list, the method further includes: According to the instructions to bring the files online, the target business opportunity files that have not yet been brought online will be brought online; According to the instruction to take the files offline, the target business opportunity files that have been online will be taken offline.
3. A device for creating business opportunity files, characterized in that, include: The document acquisition module is used to acquire a list of target entities and existing historical business opportunity documents. The file cloning module is used to copy the historical business opportunity file to obtain a cloned business opportunity file; the cloned configuration content and cloned list of the cloned business opportunity file are the same as the historical configuration content and historical list of the historical business opportunity file, respectively. The configuration modification module is used to respond to a first configuration modification instruction, obtain a second target field matching each of the first target fields based on the similarity between the first target field in the first configuration modification instruction and the second target field in the cloned business opportunity file; and replace the configuration content of the second target field matching each of the first target fields with the configuration content corresponding to each of the first target fields in the first configuration modification instruction to obtain the target configuration content corresponding to the cloned configuration content. The file creation module is used to generate target business opportunity files based on the target configuration content and the target list; The file acquisition module is specifically used to acquire a preset historical business opportunity file database; the historical business opportunity file database includes multiple business opportunity files that have been created; and to determine the similarity between the target list and the list of each business opportunity file in the historical business opportunity file database; Determine the creation time of each business opportunity file in the historical business opportunity archive; determine the score of each business opportunity file in the historical business opportunity archive based on the filtering weights corresponding to the creation time and similarity; and determine the business opportunity file with the highest score as the historical business opportunity file.
4. A computer device, characterized in that, It includes a memory and a processor; the memory stores a computer program, and the processor is used to run the computer program in the memory to perform the steps in the method for creating a business opportunity file according to any one of claims 1 to 2.
5. A storage medium, characterized in that, The storage medium stores a computer program, which is loaded by a processor to perform the steps of the method for creating a business opportunity file according to any one of claims 1 to 2.
Citation Information
Patent Citations
System and method for a networked document management system with reduced storage and processing requirements and improved document recovery
US20170344540A1