A method and system for quickly searching customer information

Abstract

The present invention discloses a method and system for quickly searching customer information, which relates to the technical field of data management; the method of the present invention can dynamically create a cache database according to three dimensions of region, business hall, and salesperson, and use the push method to cache the customer information into the browser page of the salesperson to assist the salesperson in understanding the customer who is currently handling business. After the salesperson quickly obtains the customer information, the salesperson can use the customer information to handle actual business. This method is applicable to various business systems and does not depend on a specific application.

Description

Technical Field

[0001] The present invention discloses a method and a system, relating to the technical field of data management, specifically a method and a system for quickly searching customer information. Background Art

[0002] As various business systems have been on line for a longer time, a large amount of customer data has been accumulated, such as customer basic information, customer historical order information, etc. When a customer conducts business again, the salesperson needs to obtain the information of a customer from a large number of archived customer materials, which takes a long time. Especially when the salesperson conducts multiple services for a customer, it is necessary to repeatedly obtain customer information in different functions of the business system, which affects the handling efficiency. Summary of the Invention

[0003] Aiming at the problems of the prior art, the present invention provides a method and a system for quickly searching customer information, which can dynamically create a cache database according to multiple dimensions, and use the push method to cache customer information into the browser page. After understanding the customer who is currently conducting business and quickly obtaining the customer information, the actual business can be handled. The method of the present invention is applicable to various business systems and does not depend on a specific application.

[0004] The specific solution proposed by the present invention is as follows:

[0005] The present invention provides a method for quickly searching customer information, which caches customer information data according to three cache dimensions. The cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the region cache dimension. The cache dimensions correspond to the corresponding cache databases, where the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database.

[0006] Based on the B / S architecture, the business hall cache database and the region cache database are deployed on the server side, and the salesperson cache database is deployed on the browser client side, and the usage rights of the salesperson cache database, the business hall cache database, and the region cache database are divided.

[0007] An adaptation layer is deployed between the client side and the server side. The client part of the adaptation layer preferentially queries customer information from the salesperson cache database of the salesperson dimension. If the customer information is not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database, and a query thread for querying the region cache database according to the request. The control thread controls the query threads to execute in parallel. If one of the query threads queries the customer information and feeds it back to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback of the other query thread.

[0008] Further, the usage permissions in the method for quickly searching customer information include:

[0009] The salesperson cache database is for individual salespersons, the business hall cache database is for all salespersons in a business hall, and the regional cache database is for salespersons in all business halls in the same region.

[0010] Further, in the method for quickly searching customer information, an external interface is provided through the client part of the adaptation layer, and customer information is queried from the salesperson cache database at the salesperson dimension through the external interface, including:

[0011] Query customer information according to the document type and document ID.

[0012] Query customer information according to the customer name.

[0013] Query customer information according to the customer's name.

[0014] Query customer information according to the customer number;

[0015] An external interface is provided through the server part of the adaptation layer, and customer information is searched using a query thread through the external interface, including:

[0016] Query customer information according to the document type and document ID.

[0017] Query customer information according to the customer name.

[0018] Query customer information according to the customer's name.

[0019] Query customer information according to the customer number.

[0020] Further, in the method for quickly searching customer information, the salesperson cache database, the business hall cache database, and the regional cache database are updated according to the update scenario of the customer information.

[0021] The update scenario includes Scenario 1 and Scenario 2. Scenario 1 is to add or remove customer information to the selected dimension cache database, and Scenario 2 is to update the data in the cache databases of each dimension for the existing customer information that has changed.

[0022] Further, in the method for quickly searching customer information, when the update scenario is Scenario 1, a data analysis model is formulated according to the business processing scenario, and customer information is added or removed to the cache database of the selected dimension using the data analysis model.

[0023] Further, in the method for quickly searching customer information, when the update scenario is Scenario 2, the customer information is updated according to the channels of the cache database by using the publish / subscribe mode.

[0024] The present invention also provides a system for quickly searching customer information, including a cache management module, a deployment module, and a search module.

[0025] The cache management module caches customer information data according to three cache dimensions. The cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the region cache dimension. Each cache dimension corresponds to a corresponding cache database. Among them, the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database.

[0026] The deployment module is based on the B / S architecture. It deploys the business hall cache database and the region cache database on the server side, deploys the salesperson cache database on the browser client side, and divides the usage permissions of the salesperson cache database, the business hall cache database, and the region cache database. An adaptation layer is deployed between the client side and the server side.

[0027] The search module first queries customer information from the salesperson cache database of the salesperson dimension through the client part of the adaptation layer. If the information is not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database, and a query thread for querying the region cache database according to the request. The control thread controls the parallel execution of the query threads. If one of the query threads finds customer information and feedbacks it to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback of the other query thread.

[0028] The present invention also provides a device for quickly searching customer information, including at least one memory and at least one processor.

[0029] The at least one memory is used to store machine-readable programs.

[0030] The at least one processor is used to call the machine-readable program and execute the method for quickly searching customer information.

[0031] The advantages of the present invention are:

[0032] The present invention provides a method for quickly searching customer information. The method of the present invention can dynamically create a cache database according to three dimensions: region, business hall, and salesperson. The customer information is cached to the browser page of the salesperson in a push manner to assist the salesperson in understanding the customer who is currently handling business. After the salesperson quickly obtains the customer information, the salesperson can use the customer information to handle actual business. This method is applicable to various business systems and does not depend on a specific application. BRIEF DESCRIPTION OF THE DRAWINGS

[0033] In order to more clearly illustrate the technical solutions in the embodiments of the present invention or the prior art, the following will briefly introduce the drawings required for use in the description of the embodiments or the prior art. Obviously, the drawings in the following description are some embodiments of the present invention. For those of ordinary skill in the art, other drawings can be obtained based on these drawings without creative efforts.

[0034] Figure 1 It is a schematic diagram of the comparison result of the cache database in the present invention.

[0035] Figure 2 It is a schematic diagram of the deployment framework of the cache database in the present invention.

[0036] Figure 3 It is a schematic diagram of the process of querying customer information through the adaptation layer in the present invention.

[0037] Figure 4 It is a schematic diagram of the framework for updating customer information in the present invention. DETAILED DESCRIPTION OF THE EMBODIMENTS

[0038] The following further describes the present invention in conjunction with the drawings and specific embodiments, so that those skilled in the art can better understand the present invention and can implement it, but the embodiments cited do not limit the present invention.

[0039] The present invention provides a method for quickly searching customer information, and caches customer information data according to three cache dimensions. The cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the region cache dimension. Each cache dimension corresponds to a corresponding cache database. Among them, the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database.

[0040] Based on the B / S architecture, the business hall cache database and the region cache database are deployed on the server side, and the salesperson cache database is deployed on the browser client side, and the usage rights of the salesperson cache database, the business hall cache database, and the region cache database are divided.

[0041] Deploy an adaptation layer between the client and the server. The client part of the adaptation layer first queries customer information from the salesperson cache database from the salesperson dimension. If the information is not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database, and a query thread for querying the regional cache database according to the request. The control thread controls the parallel execution of the query threads. If one of the query threads queries customer information and feeds it back to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback from the other query thread.

[0042] The method of the present invention provides methods for data analysis, data storage, and data update, which can help salespersons quickly obtain customer information and avoid repeatedly querying from the original system database. It can enter customer information into the cache databases of appropriate dimensions and can instantaneously update the customer information in the databases of each dimension.

[0043] In specific applications, in the embodiments of the method of the present invention, customer information that is frequently used or predicted to be used can be actively pushed to the cache databases of different dimensions according to data models or theoretical experiences.

[0044] Cache customer information data according to three cache dimensions. The cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the regional cache dimension. Each cache dimension corresponds to a corresponding cache database. Among them, the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the regional cache dimension corresponds to the regional cache database. The regional cache database can use a traditional relational database such as MySQL, the business hall cache database uses an in-memory database such as Redis, and the salesperson cache database can use a browser cache such as localstorage, etc. Refer to Figure 1 , it is known that the salesperson cache database is the fastest and has the highest priority, and the system should use it most preferentially; the business hall cache database is faster and has a medium priority; the regional cache database is faster and has the lowest priority among the three dimensions. For the cache databases of the three dimensions, the data volume is smaller than the system database where the customer information was originally stored, and the query efficiency is better than that of the database where the customer information was originally stored.

[0045] Based on the B / S architecture, the business hall cache database and the regional cache database are deployed on the server side, i.e., the Server side, and the salesperson cache database is deployed on the browser client side, i.e., the Client side. The usage permissions of the salesperson cache database, the business hall cache database, and the regional cache database are divided. Among them, in the usage permissions, the salesperson cache database is for individual salespersons, the business hall cache database is for all salespersons in a business hall, and the regional cache database is for salespersons in all business halls in the same region.

[0046] To solve the heterogeneous problem of the cache database, an adaptation layer is deployed between the client and the server, and the data structure is unified.

[0047] The adaptation layer consists of two parts: the client and the server. The external interface can be provided by the client for the presentation layer of the original system to call; or it can be provided by the server for the service layer of the original system to call.

[0048] The client part of the adaptation layer runs in the browser. It first queries customer information from the salesperson cache database. If no customer information is found, it then requests the server part of the adaptation layer.

[0049] After receiving a request from the client once, the server part of the adaptation layer generates 2 types and a total of 3 threads to work simultaneously, namely the control thread responsible for request processing, the query thread for querying the business hall dimension cache database, and the query thread for querying the regional dimension cache database. The queries for data in the two dimensions of the business hall and the region are executed in parallel to avoid performance degradation of the entire query process due to sequential querying of each database. The query results of the query threads will be notified to the control thread. After one of the query threads finds customer information, the control thread will immediately feedback the result to the client of the adaptation layer and discard the feedback of the other query thread.

[0050] Furthermore, an external interface is provided through the client part of the adaptation layer, and customer information is queried from the salesperson cache database in the salesperson dimension through the external interface, including:

[0051] getCustomerByID(idType,id) / / Query customer information according to the document type and document ID, getCustomerByFullName(fullName) / / Query customer information according to the customer name,

[0052] getCustomerByName(firstName,middleName,lastName) / / Query customer information according to the customer's name,

[0053] getCustomerByServiceNumber(serviceNumber) / / Query customer information based on the customer number;

[0054] Provide external interfaces through the server part of the adaptation layer, and use the query thread to find customer information through the external interfaces, including:

[0055] getCustomerByID(idType, id) / / Query customer information based on the document type and document ID, getCustomerByFullName(fullName) / / Query customer information based on the customer name,

[0056] getCustomerByName(firstName, middleName, lastName) / / Query customer information based on the customer's first name, middle name, and last name,

[0057] getCustomerByServiceNumber(serviceNumber) / / Query customer information based on the customer number.

[0058] Convert the data returned through the interface into a unified data structure that can be used by the system front end. The code reference is as follows:

[0059]

[0060]

[0061] Furthermore, in the method for quickly finding customer information, update the salesperson cache database, business hall cache database, and regional cache database according to the update scenario of the customer information.

[0062] The update scenario includes Scenario 1 and Scenario 2. Scenario 1 is to add or remove customer information to the selected dimension cache database, and Scenario 2 is to update the data in the corresponding dimension cache databases for the existing customer information that has changed.

[0063] When the update scenario is Scenario 1, formulate a data analysis model according to the business processing scenario, and use the data analysis model to add or remove customer information to the selected dimension cache database.

[0064] For example, in the CRM system, different analysis models can be designed according to different business processing scenarios to achieve adding and deleting customer information to the appropriate dimension cache databases.

[0065] Examples of analysis models:

[0066] 1) Develop a data analysis model based on the behavior of customers taking the initiative to handle business. For example, after a customer handles the new user account opening business, the operator may then handle the business of ordering supplementary goods for the customer. Therefore, the operator has the situation of repeatedly obtaining customer information. At this time, after handling the new user account opening business, the system should push the customer information to the cache database in the dimension of the salesperson.

[0067] 2) Develop a data analysis model based on the behavior of customers taking the initiative to handle business and combined with other factors such as time. For example, after a customer handles the pre-cancellation business, it is possible that the customer will come to handle the cancellation of the cancellation business after some time. Therefore, the operator may handle business for this customer again within 3 months. At this time, after handling the pre-cancellation business, the system should push the customer information to the cache database in the dimension of the business hall, and the longer the time since the cancellation business was handled, the smaller the probability that the customer will cancel the cancellation. It is necessary to transfer the customer information from the cache database in the dimension of the business hall to the regional dimension and finally remove it from the cache database in the regional dimension. The whole process is a process of data degradation.

[0068] 3) Develop a data analysis model based on non-initiative business behavior such as the service usage of customers and combined with other factors such as time. For example, a customer goes abroad but does not handle the international roaming service or has an overdue payment. Therefore, this customer may handle business in the future, such as opening international roaming, changing from prepaid to postpaid, paying fees, maintaining the number in case of suspension, etc. When the application system discovers that the customer's service is abnormal (such as Roaming Not Allowed, the phone cannot be dialed out, etc.), at this time, the system should push the customer information to the cache database in the regional dimension, and the longer the customer's service abnormality time, the greater the probability that the customer will come to handle business. It is necessary to transfer the customer information from the cache database in the regional dimension to the business hall dimension and finally to the salesperson dimension. The whole process is a process of data upgrade.

[0069] 4) Develop a data analysis model by means of other collection methods. For example, after a customer arrives at the business hall to take a number and queue up, before the operator handles business for the customer, the system pushes the customer's information to the cache database in the dimension of the salesperson.

[0070] When the update scenario is Scenario 2, use the publish / subscribe mode to update customer information according to the channels of the cache database. Taking the cometd technology as an example, this technology realizes the publish / subscribe functions of the client and the server.

[0071] To strengthen the protection of personal data, the cache data in the dimension of the salesperson can automatically delete the cache data in the dimension of the salesperson after the salesperson logs out of the system. After the salesperson logs in, the customer data is automatically loaded into the cache database in the dimension of the salesperson.

[0072] The present invention also provides a system for quickly searching customer information, including a cache management module, a deployment module, and a search module.

[0073] The cache management module caches customer information data according to three cache dimensions. The cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the region cache dimension. Each cache dimension corresponds to a corresponding cache database. Among them, the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database.

[0074] The deployment module is based on the B / S architecture. It deploys the business hall cache database and the region cache database on the server side, deploys the salesperson cache database on the browser client side, and divides the usage permissions of the salesperson cache database, the business hall cache database, and the region cache database. An adaptation layer is deployed between the client side and the server side.

[0075] The search module first queries customer information from the salesperson cache database in the salesperson dimension through the client part of the adaptation layer. If the information is not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database, and a query thread for querying the region cache database according to the request. The control thread controls the parallel execution of the query threads. If one of the query threads finds customer information and feeds it back to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback from the other query thread.

[0076] Regarding the information interaction, execution process, etc. among the modules in the above system, since they are based on the same concept as the method embodiment of the present invention, the specific content can be referred to the description in the method embodiment of the present invention and will not be elaborated here.

[0077] Similarly, the system of the present invention can dynamically create cache databases according to three dimensions: region, business hall, and salesperson, and use the push method to cache customer information on the browser page of the salesperson to assist the salesperson in understanding the customers currently handling business. After the salesperson quickly obtains customer information, they can use the customer information to handle actual business. This method is applicable to various business systems and does not depend on a specific application.

[0078] The present invention also provides a device for quickly searching customer information, including: at least one memory and at least one processor;

[0079] The at least one memory is used to store machine-readable programs;

[0080] The at least one processor is used to call the machine-readable program and execute the method for quickly searching customer information as described above.

[0081] Regarding the information interaction of the processor in the above device, the process of executing the readable program, etc., since it is based on the same concept as the method embodiment of the present invention, for specific content, reference can be made to the description in the method embodiment of the present invention, and details will not be repeated here.

[0082] Similarly, the device of the present invention can dynamically create a cache database according to three dimensions: region, business hall, and salesperson, and use the push method to cache customer information in the browser page of the salesperson to assist the salesperson in understanding the customer who is currently handling business. After the salesperson quickly obtains the customer information, the salesperson can use the customer information to handle actual business. This method is applicable to various business systems and does not depend on a specific application.

[0083] It should be noted that not all steps and modules in the above processes and system structures are necessary, and some steps or modules can be ignored according to actual needs. The execution order of each step is not fixed and can be adjusted according to needs. The system structures described in the above embodiments can be physical structures or logical structures, that is, some modules may be implemented by the same physical entity, or some modules may be implemented by multiple physical entities respectively, or some components in multiple independent devices may be jointly implemented.

[0084] The above-described embodiments are only preferred embodiments cited to fully illustrate the present invention, and the protection scope of the present invention is not limited thereto. Equivalent substitutions or transformations made by those skilled in the art on the basis of the present invention are within the protection scope of the present invention. The protection scope of the present invention is subject to the claims.

Claims

1. A method for quickly searching customer information, characterized in that customer information data is cached according to three cache dimensions, and the cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension, and the region cache dimension. Each cache dimension corresponds to a corresponding cache database, where the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database. Based on the B / S architecture, the business hall cache database and the region cache database are deployed on the server side, and the salesperson cache database is deployed on the browser client side, and the usage permissions of the salesperson cache database, the business hall cache database, and the region cache database are divided. An adaptation layer is deployed between the client and the server. The client part of the adaptation layer first queries the customer information from the salesperson cache database in the salesperson dimension. If not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database, and a query thread for querying the region cache database according to the request. The control thread controls the parallel execution of the query threads. If one of the query threads finds the customer information and feeds it back to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback from the other query thread.

2. The method for quickly searching customer information according to claim 1, characterized in that the usage permissions include: The salesperson cache database is for the use of a single salesperson, the business hall cache database is for the use of all salespersons in a business hall, and the region cache database is for the use of all salespersons in all business halls in the same region.

3. The method for quickly searching customer information according to claim 1, characterized in that The client part of the adaptation layer provides an external interface, and queries the customer information from the salesperson cache database in the salesperson dimension through the external interface, including: Querying customer information according to the document type and document ID, Querying customer information according to the customer name, Querying customer information according to the customer's surname, Querying customer information according to the customer number; The server part of the adaptation layer provides an external interface, and uses the query thread to search for customer information through the external interface, including: Querying customer information according to the document type and document ID, Querying customer information according to the customer name, Querying customer information according to the customer's surname, Querying customer information according to the customer number.

4. The method for quickly searching customer information according to claim 1, characterized in that The salesperson cache database, the business hall cache database, and the region cache database are updated according to the update scenarios of the customer information. The update scenarios include Scenario 1 and Scenario 2. Scenario 1 is adding or removing customer information to the cache database of the selected dimension, and Scenario 2 is updating the data in the cache databases of each dimension for the existing customer information that has changed.

5. The method for quickly searching customer information according to claim 4, characterized in that When the update scenario is Scenario 1, a data analysis model is formulated according to the business processing scenario, and the data analysis model is used to add or remove customer information to the cache database of the selected dimension.

6. A method for quickly searching customer information according to claim 4, characterized in that when the update scenario is Scenario 2, the customer information is updated according to the channel of the cache database by using the publish / subscribe mode.

7. A system for quickly searching customer information, characterized in that it includes a cache management module, a deployment module and a search module, the cache management module caches customer information data according to 3 cache dimensions, and the cache dimensions are, in order of priority, the salesperson cache dimension, the business hall cache dimension and the region cache dimension. The cache dimensions correspond to the corresponding cache databases, where the salesperson cache dimension corresponds to the salesperson cache database, the business hall cache dimension corresponds to the business hall cache database, and the region cache dimension corresponds to the region cache database. The deployment module is based on the B / S architecture, deploys the business hall cache database and the region cache database on the server side, deploys the salesperson cache database on the browser client, and divides the usage rights of the salesperson cache database, the business hall cache database and the region cache database, and deploys an adaptation layer between the client and the server side. The search module preferentially queries customer information from the salesperson cache database of the salesperson dimension through the client part of the adaptation layer. If the information is not found, it requests the server part of the adaptation layer. The server part of the adaptation layer generates a control thread responsible for request processing, a query thread for querying the business hall cache database and a query thread for querying the region cache database according to the request. The control thread controls the parallel execution of the query threads. If one of the query threads queries customer information and feeds it back to the control thread, the control thread returns the query result to the client part of the adaptation layer and discards the feedback of the other query thread.

8. A device for quickly searching customer information, characterized in that it includes: at least one memory and at least one processor; the at least one memory is used to store machine-readable programs; the at least one processor is used to call the machine-readable program and execute the method for quickly searching customer information according to any one of claims 1 to 6.

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