A user transfer method and device based on number association and a computer device

CN116109063BActive Publication Date: 2026-10-16CHINA CITIC BANK CO LTD
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Patent Information

Application Number
CN202211569946.0
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2022-12-08
Publication Date
2026-10-16
Estimated Expiration
2042-12-08

AI Technical Summary

Technical Problem

[0003]现有技术中的部分软件或工具提供的在职继承功能,单次分配只能在员工间一对一操作,当员工添加客户数量较大时,需要由接替人多次查询确认、进行多次分配操作,过程繁琐且效率低;且无法结合企业内部客户管理系统中的相关客户信息,将把客户精准地分配至新的接替人员

Benefits of technology

[0016] This solution leverages the server-side's ability to execute in batches, resolving the technical challenges of one-click allocation of customers in bulk. By combining customer information recorded within the business, it accurately assigns customers to internal management personnel, eliminating the need to individually query and confirm the successor for each customer, thus significantly improving customer transfer efficiency.

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Abstract

The present application relates to a kind of user transfer methods, devices and computer equipment based on numbering association. Including: for the user of external management terminal interface, determine the first number;Second unique number is matched to user, and the numbering association of user is established according to the first number and the second unique number, second unique number corresponds to internal management terminal;Receive the user transfer instruction sent by external management terminal, and send user transfer instruction to transfer interface;Second unique number is determined by transfer interface according to the first number of the user to be transferred, numbering association, the second unique number of the user to be transferred;Determine the internal management terminal of the user to be transferred;The user to be transferred is transferred to the internal management terminal of the user to be transferred by transfer interface;Second unique number is replaced by the first number, and information is sent to user.This scheme allocates a large number of customers with one key, without confirming the replacement person of each customer one by one, accurately distributes customers to internal management personnel, greatly improves customer transfer efficiency.
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Description

Technical Field

[0001] This article relates to the financial services sector, and in particular to a user transfer method, device, and computer equipment based on number association. Background Technology

[0002] In industries such as finance or services, when an employee's job position or responsibilities are adjusted, it is often necessary to quickly and accurately assign the clients added by the employee due to past work needs to the new replacement within the business or enterprise through a one-click operation.

[0003] The existing software or tools provide on-the-job succession functions, but each assignment can only be done one-to-one between employees. When an employee adds a large number of customers, the successor needs to query and confirm multiple times and perform multiple assignment operations, which is cumbersome and inefficient. Furthermore, it cannot combine relevant customer information in the enterprise's internal customer management system to accurately assign customers to the new successor.

[0004] To address the current limitations of existing technologies in automatically matching customer information within enterprises and inaccurate matching, a user transfer method and device based on number association is needed. Summary of the Invention

[0005] To address the problems of the prior art, this embodiment provides a user transfer method, apparatus, and computer device based on number association.

[0006] This embodiment provides a user transfer method based on number association. For users connected to an external management terminal, a first number is determined; a second unique number is matched to the user, and a number association relationship is established between the user and the first number, where the second unique number corresponds to an internal management terminal; a user transfer instruction is received from the external management terminal and sent to a transfer interface, wherein the user transfer instruction includes the first number of the user to be transferred; the transfer interface determines the second unique number of the user to be transferred based on the first number and the number association relationship; the internal management terminal of the user to be transferred is determined based on the second unique number; the transfer interface transfers the user to be transferred to the internal management terminal; the transfer interface converts the information sent by the internal management terminal to the user representing the second unique number, replacing the second unique number with the first number, and sends the information to the user.

[0007] According to one aspect of the embodiments herein, determining the internal management terminal of the user to be transferred based on the second unique number of the user to be transferred further includes: determining a user tag based on the second unique number of the user to be transferred, the tag including at least one of user age, user asset level, user historical transaction products, and user affiliated institution; classifying different user levels based on the user tag; and determining the internal management terminal corresponding to the user level.

[0008] According to one aspect of the embodiments herein, determining the first number includes: recording the user's first number by the external management terminal based on the user's behavior; or obtaining the first number generated by different channels based on the user's historical access behavior on different channels.

[0009] According to one aspect of the embodiments herein, matching the user with a second unique number includes: determining the user's identity information based on the first number and a user identity preset matching table, wherein the user identity preset matching table records the matching relationship between the first number and the user's identity information; and determining the second unique number corresponding to the first number based on the user's identity information.

[0010] According to one aspect of the embodiments herein, the step of transferring the user to be transferred to the internal management terminal of the user to be transferred via the transfer interface includes: determining a list of users to be transferred based on the user to be transferred, a first number of the user to be transferred, and a second unique number of the user to be transferred; dividing the list of users to be transferred into multiple batches to be transferred based on the upper limit of the number of users to be transferred by the interface; and calling the transfer interface to transfer the batches to be transferred simultaneously.

[0011] According to one aspect of the embodiments herein, the method further includes: dividing the list of users to be transferred into multiple batches according to the internal management terminal corresponding to the users to be transferred; and calling the transfer interface to transfer the batches to be transferred simultaneously.

[0012] According to one aspect of the embodiments herein, the method includes: managing one or more users to be transferred using the same internal management terminal; or managing one or more users to be transferred using the same internal management terminal.

[0013] This embodiment also provides a user transfer device based on number association, including: a first number determination unit, used to determine a first number for a user connected to an external management terminal; a second unique number determination unit, used to match a second unique number to the user and establish a number association relationship for the user based on the first number and the second unique number, wherein the second unique number corresponds to an internal management terminal; and a user transfer instruction sending unit, used to receive a user transfer instruction issued by the external management terminal and send the user transfer instruction to a transfer interface, wherein the user transfer instruction includes the first number of the user to be transferred; and the second unique number of the user to be transferred is determined by the first number determination unit. The system comprises: a determination unit, used by the transfer interface to determine the second unique number of the user to be transferred based on the first number of the user to be transferred and the number association relationship; an internal management terminal determination unit, used to determine the internal management terminal of the user to be transferred based on the second unique number of the user to be transferred; a transfer unit, used by the transfer interface to transfer the user to be transferred to the internal management terminal of the user to be transferred; and an information sending unit, used by the transfer interface to convert the information sent from the internal management terminal of the user to be transferred to the second unique number representing the user to be transferred, replacing the second unique number with the first number, and sending the information to the user.

[0014] This embodiment provides a computer device, including a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, it implements the user transfer method based on number association.

[0015] This embodiment also provides a computer-readable storage medium storing a computer program that, when executed by a processor, implements the user transfer method based on number association.

[0016] This solution leverages the server-side's ability to execute in batches, resolving the technical challenges of one-click allocation of customers in bulk. By combining customer information recorded within the business, it accurately assigns customers to internal management personnel, eliminating the need to individually query and confirm the successor for each customer, thus significantly improving customer transfer efficiency. Attached Figure Description

[0017] To more clearly illustrate the technical solutions in the embodiments or prior art described herein, the accompanying drawings used in the description of the embodiments or prior art will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of this article. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0018] Figure 1The diagram shown is a flowchart of a user transfer method based on number association, as described in this embodiment.

[0019] Figure 2 The diagram shown is a flowchart of a method for determining the internal management terminal of a user to be transferred, according to an embodiment of this article.

[0020] Figure 3 The diagram shown is a flowchart of a method for determining a first number according to an embodiment of this article;

[0021] Figure 4 The diagram shown is a flowchart of a method for determining a second unique number according to an embodiment of this article;

[0022] Figure 5 The diagram shown is a flowchart of a method for transferring a user to an internal management terminal according to an embodiment of this article.

[0023] Figure 6 The diagram shown is a flowchart of another method for transferring users according to an embodiment of this article;

[0024] Figure 7 The diagram shown is a schematic representation of a user transfer device based on number association according to an embodiment of this paper.

[0025] Figure 8 The diagram shown is a schematic representation of the user transfer device based on number association in this embodiment.

[0026] Figure 9 The diagram shown is a structural schematic of a computer device according to an embodiment of this article.

[0027] Explanation of symbols in the attached drawings:

[0028] 701. First numbering unit determination;

[0029] 702. The second unique numbering unit is determined;

[0030] 7021. User Tag Determination Module;

[0031] 7022. User Level Determination Module;

[0032] 703. User transfer instruction sending unit;

[0033] 704. The second unique number determination unit for the user to be transferred;

[0034] 705. Internal management terminal unit determination;

[0035] 706. Adapter Unit;

[0036] 7061. Module for determining the list of users to be transferred;

[0037] 7062. Module for determining batches to be transferred;

[0038] 707. Information transmission unit;

[0039] 902. Computer equipment;

[0040] 904, Processor;

[0041] 906. Memory;

[0042] 908. Drive mechanism;

[0043] 910. Input / Output Module;

[0044] 912. Input devices;

[0045] 914. Output devices;

[0046] 916. Presentation equipment;

[0047] 918. Graphical User Interface;

[0048] 920. Network interface;

[0049] 922. Communication link;

[0050] 924. Communication bus. Detailed Implementation

[0051] To enable those skilled in the art to better understand the technical solutions in this specification, the technical solutions in the embodiments herein will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only a part of the embodiments herein, and not all of the embodiments. Based on the embodiments herein, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of this document.

[0052] It should be noted that the terms "first," "second," etc., used in the specification, claims, and accompanying drawings herein are used to distinguish similar objects and are not necessarily used to describe a specific order or sequence. It should be understood that such data can be interchanged where appropriate so that the embodiments described herein can be implemented in orders other than those illustrated or described herein. Furthermore, the terms "comprising" and "having," and any variations thereof, are intended to cover a non-exclusive inclusion; for example, a process, method, apparatus, product, or device that comprises a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or units not explicitly listed or inherent to such processes, methods, products, or devices.

[0053] This specification provides the operational steps of the methods described in the embodiments or flowcharts, but based on conventional or non-inventive labor, more or fewer operational steps may be included. The order of steps listed in the embodiments is merely one possible execution order among many and does not represent the only possible execution order. In actual system or device products, the methods shown in the embodiments or drawings can be executed sequentially or in parallel.

[0054] It should be noted that the user transfer method based on number association in this paper can be used in the financial services field as well as the computer field. This paper does not limit the application field of the user transfer method and device based on number association.

[0055] Figure 1 The diagram shown is a flowchart of a user transfer method based on number association according to an embodiment of this paper, which specifically includes the following steps:

[0056] Step 101: Determine the first user number for the user connected to the external management terminal. In this specification, the external management terminal is the party that initially connects with the user. The external management terminal can be a server, computer, machine, entity, or staff member. Furthermore, scenarios where the external management terminal connects with the customer include: proactively establishing contact with the user through software, programs, or other media; or, after the user actively accesses online channels or applications, the external management terminal establishes contact with the user. Specifically, users can be added through an app, establishing a virtual connection with the user.

[0057] In some embodiments of this specification, the first number can be a unique first number obtained by the user after the external management terminal connects to the user; the first number can also be a unique first number obtained by the online channel or application after the user accesses the online channel or application. In some embodiments of this specification, the first number can be a unique number or a non-unique number. For example, the first number can be a unique number such as the user's mobile phone number or ID card number; the first number can also be a username or user ID registered by the user in different online channels or applications.

[0058] Step 102: Match a second unique ID to the user, and establish an ID association relationship for the user based on the first ID and the second unique ID. The second unique ID corresponds to an internal management terminal. In this step, the internal management terminal includes, but is not limited to, a server, computer, machine, entity, or staff member. After obtaining the user's first ID in step 101, a second unique ID is matched for the user.

[0059] In this step, there are several ways to obtain the second unique number. Specifically, when the first number is actively obtained by the external management terminal after establishing contact with the user, a unique second unique number is assigned to each user with the first number; when the first number is obtained by the online channel or application after the user accesses it, the user's identity information is determined based on the first number, and a second unique number is further assigned to each user. This step also establishes a number association relationship between the user and the first and second numbers. That is, the first number, the user corresponding to the first number, and the second unique number are associated with the user. In some embodiments of this specification, the number association relationship between the first and second numbers is stored in a database. In some embodiments of this specification, the second unique number corresponds to the internal management terminal. Specifically, the internal management terminal manages users and interacts with users based on the second unique number. For details on the method of determining the second unique number in this step, please refer to [link to relevant documentation]. Figure 4 describe.

[0060] Step 103: Receive the user transfer instruction from the external management terminal and send the user transfer instruction to the transfer interface. The user transfer instruction includes the first ID of the user to be transferred. In this step, the user transfer instruction indicates that the user is being transferred from the management scope of the external management terminal to the internal management terminal; that is, the user will be managed by the internal management terminal. The user transfer instruction is determined and issued by the external management terminal. In some embodiments of this specification, the external management terminal will immediately issue the user transfer instruction after determining the user's first ID and second unique ID. In other embodiments of this specification, the external management terminal will issue the user transfer instruction when its permissions or business status change. For example, if the external management terminal's business status is offline or unattended, it needs to transfer the user managed by the external management terminal to the internal management terminal for management. As another example, according to business management regulations, the external management terminal's permissions are limited to connecting to users; therefore, after determining the user's first ID and second unique ID, the external management terminal needs to transfer the user to the internal management terminal. Specifically, based on the business needs of the user to be transferred, the external management terminal can view all the customers currently managed by the external management terminal, select some or all customers, and perform a one-click transfer.

[0061] Step 104: The transfer interface determines the second unique ID of the user to be transferred based on the first ID of the user to be transferred and the ID association relationship. The interface in this step has the function of determining the second unique ID of the user based on the user's first ID. Specifically, the interface queries the ID management relationship stored in the database for the second unique ID corresponding to the first ID. The external management terminal sends the first IDs corresponding to ten thousand users to the server. After receiving the transfer instruction, the server queries and determines the second unique IDs corresponding to the ten thousand users based on the association relationship between the first ID and the second unique ID, for example, UserID0001, UserID0002, User ID0003….UserID0100, UserID0101…User ID999, User ID1000. In this specification, the server can further integrate the user's first ID, second unique ID, and the user to be transferred into a list of users to be transferred.

[0062] Step 105: Determine the internal management terminal of the user to be transferred based on the second unique number of the user to be transferred. Since the second unique number corresponds to the internal management terminal in Step 102, after determining the second unique number in this step, the second unique number of the user to be transferred can be further determined.

[0063] Step 106: The transfer interface transfers the user to be transferred to the user's internal management terminal. This step identifies the user to be transferred and the corresponding internal management terminal, allowing the user to be transferred to the internal management terminal. In some embodiments of this specification, the same internal management terminal can manage one or more users to be transferred. Furthermore, in some embodiments of this specification, the same internal management terminal can further divide the list of users to be transferred into at least one batch. Specifically, the user list can be divided into different batches based on the different internal management terminals corresponding to the users. Alternatively, the user list can be divided into different batches based on the maximum number of users that can be called by the interface at one time.

[0064] Step 107: The transfer interface converts the information sent from the internal management terminal of the user to be transferred to the second unique number representing the user, replacing the second unique number with the first number, and then sends the information to the user. Once the user is managed by the internal management terminal, the internal management terminal can communicate or exchange information with the user according to the user's business-related needs. Corresponding to the method of converting the first number to the second unique number, the interface also has the function of converting the second unique number to the first number.

[0065] In some embodiments of this specification, the internal management terminal cannot directly obtain the user's first ID. When the internal management terminal of the user to be transferred communicates with the user by sending information to the user's second unique ID, it needs to communicate with the user through an interface. Specifically, the information sent by the internal management terminal is converted through the second interface, and the second unique ID is replaced or converted into the first ID by the second interface before the information is sent to the user.

[0066] Figure 2 The diagram shown is a flowchart of a method for determining the user to be transferred in the internal management system according to an embodiment of this paper. Specifically, it includes the following steps:

[0067] Step 201: Determine the user tag based on the second unique ID of the user to be transferred. The tag includes at least one of the following: user age, user asset level, user's historical transaction products, and user's affiliated institution. In this step, the user tag can be determined from the database based on the second unique ID and the ID management relationship. The user tag is key information extracted from user-related information, such as user age, user asset level, user's historical transaction products, and user's affiliated institution. Specifically, the user's asset level can be determined based on their asset level; their product purchasing habits can be determined based on their age and historical transaction products; and their frequently used institutions can be determined based on their affiliated institution.

[0068] Step 202: Classify users into different levels based on user tags. In this step, based on user tags, further determine user levels according to user asset level, user product purchase habits, and frequently used institutions. For example, user asset levels can be divided into high-asset, medium-asset, and low-asset levels; user product purchase habits can be divided into high-risk aggressive, active, and low-risk conservative levels; and users can be divided into headquarters / head office / premiership users, branch / branch / subsidiary users, etc., based on frequently used institutions.

[0069] Step 203: Determine the internal management platform corresponding to the user level. For each user level, match the user with an internal management platform that has relevant experience and aligns with their purchasing habits; match the user with an internal management platform that matches the user's institution level; match the user with an internal management platform that has experience processing transactions at the same level as the user's asset limit. For example, match a branch's internal management platform to a branch's user; match a head office's user with a head office's internal management platform; match a high-asset user with an internal management platform for large-value transactions; match a low-risk, conservative user with an internal management platform that has extensive experience in managing stable products, etc.

[0070] This manual does not limit the form of user tags or user levels based on user tags, nor does it limit the type and form of the internal management terminal corresponding to the user level. This manual allows for various other reasonable variations of user tags, user levels, and the type and form of the internal management terminal corresponding to the user level.

[0071] Figure 3 The diagram shown is a flowchart of a method for determining a first number according to an embodiment of this paper, which specifically includes the following steps:

[0072] Step 301: Based on the user's behavior when connected to the external management terminal, the external management terminal records the user's first ID. As described in step 101, when the external management terminal connects to a user, it records the user's first ID. The external management terminal can connect to users through the same channel or through multiple different channels. For example, the external management terminal adds a user through WeChat management, or it obtains a connection with the user through various communication software such as WeChat Work, WeChat, and OA systems. Therefore, the first ID can be the name the user uses when registering on the same channel, or it can be the name the user uses when registering on different channels.

[0073] Step 302: Based on the user's historical access behavior across different channels, obtain the first ID generated for each channel. As described in step 101, when a user actively accesses a business-related channel, application, or mini-program online, the first ID is determined through the user's access identity or the mobile phone number or real-name information used for login. The format of the first ID in this step may differ from that in step 301.

[0074] For example, the external management terminal selects one thousand users and assigns a first number to each of the one thousand users, namely ID0001, ID0002, ID0003...ID0100, ID0101...ID999, ID1000.

[0075] Figure 4 The diagram shown is a flowchart of a method for determining a second unique number according to an embodiment of this paper. Specifically, it includes the following steps:

[0076] Step 401: Determine the user's identity information based on the first ID and the user identity preset matching table. The user identity preset matching table records the matching relationship between the first ID and the user's identity information. In some embodiments of this specification, the user's information is pre-recorded in the user identity preset matching table. The table records the correspondence between the user's mobile phone number, username, and other information in the form of a first ID used on different channels and platforms, and the user's real identity. For example, if a user logs into two platforms using a mobile phone number, the mobile phone number serves as the user's first ID. The system's user identity preset matching table records the matching relationship between the first ID and the user's real identity, thus allowing the system to obtain the user's identity information accessed by the external management terminal through different channels.

[0077] Step 402: Determine the second unique number corresponding to the first number based on the user's identity information. For each user, assign a unique second unique number.

[0078] Figure 5 The diagram shown is a flowchart of a method for transferring a user to an internal management terminal according to an embodiment of this article, which specifically includes the following steps:

[0079] Step 501: Determine the list of users to be transferred based on the users to be transferred, their first IDs, and their second unique IDs. In the preceding steps, the server determines the second unique IDs of the users to be transferred based on the first IDs and their associated relationships. The server further determines the list of users to be transferred based on this user-related information. For example, the list of users to be transferred includes user information for users 1 to 100, the first IDs (ID1 to ID100) for these 100 users, and the second unique IDs (UserID0001 to UserID0100) for these 100 users. These three types of information form the list of users to be transferred.

[0080] Step 502: Divide the list of users to be transferred into multiple batches according to the maximum number of users that can be transferred at one time via the interface. In some embodiments of this specification, a transfer API interface is used to implement user transfer, which has a maximum number of users that can be transferred at one time. Therefore, the list of users to be transferred is divided into multiple batches according to the maximum number of users that can be transferred at one time via the API interface. For example, if there are 1,000 users to be transferred, and the maximum number of users that can be transferred at one time via the API interface is 100, then the 10,000 users need to be transferred in 10 batches. A list of users to be transferred is generated for the 1,000 users, and the list is divided into 10 batches according to the order of the users.

[0081] Step 503: Invoke the transfer interface to simultaneously transfer the batches to be transferred. This step can call one API interface to transfer multiple batches to be transferred, or call multiple API interfaces to transfer multiple batches to be transferred simultaneously.

[0082] Figure 6 The diagram shown is a flowchart of another user transfer method according to an embodiment of this paper, which specifically includes the following steps:

[0083] Step 601: Divide the list of users to be transferred into multiple batches based on the internal management terminal corresponding to each user. In some embodiments of this specification, the internal management terminal corresponds to the second unique number of the user to be transferred. As described in the preceding steps, different users can be managed by different internal management terminals (e.g., based on different user levels). Therefore, the list of users to be transferred can be divided into different batches based on the internal management terminal corresponding to each user. For example, if there are one thousand users to be transferred, and the internal management terminal corresponding to UserID0001, UserID0002 to User100 is internal management terminal A; the internal management terminal corresponding to UserID0101 to UserID0200 is internal management terminal B, etc., then the list of users to be transferred containing one thousand users will be divided into 10 batches.

[0084] Step 602: Invoke the transfer interface to simultaneously transfer the batch of devices to be transferred. This step has the same processing logic as step 503, and will not be described in detail here.

[0085] like Figure 7 The diagram shown is a schematic representation of a user transfer device based on number association, according to an embodiment of this paper. The basic structure of the device is illustrated in the diagram. The functional units and modules can be implemented in software, or using general-purpose chips or specific chips to achieve user transfer based on number association. The device specifically includes:

[0086] The first number determination unit 701 is used to determine the first number for users who are connected to the external management terminal.

[0087] The second unique number determination unit 702 is used to match the user with a second unique number and establish the number association relationship of the user based on the first number and the second unique number, wherein the second unique number corresponds to the internal management terminal;

[0088] User transfer instruction sending unit 703 is used to receive user transfer instructions sent by the external management terminal and send the user transfer instructions to the transfer interface, wherein the user transfer instructions include the first number of the user to be transferred;

[0089] The second unique number determination unit 704 for the user to be transferred is used to determine the second unique number of the user to be transferred by the transfer interface based on the first number of the user to be transferred and the number association relationship;

[0090] The internal management terminal determination unit 705 is used to determine the internal management terminal of the user to be transferred based on the second unique number of the user to be transferred.

[0091] The transfer unit 706 is used to transfer the user to be transferred to the internal management terminal of the user to be transferred via the transfer interface;

[0092] The information sending unit 707 is used to convert the information sent by the internal management terminal of the user to be transferred to the second unique number representing the user to be transferred through the transfer interface, replace the second unique number with the first number, and send the information to the user.

[0093] This solution leverages the server-side's ability to execute in batches, resolving the technical challenges of one-click allocation of customers in bulk. By combining customer information recorded within the business, it accurately assigns customers to internal management personnel, eliminating the need to individually query and confirm the successor for each customer, thus significantly improving customer transfer efficiency.

[0094] As one embodiment of this article, reference may also be made to, for example, Figure 8 The diagram shown is a schematic representation of the user transfer device based on number association in this embodiment.

[0095] As an example of this article, the

[0096] The second unique number determination unit 702 further includes: a user tag determination module 7021, used to determine a user tag based on the second unique number of the user to be transferred;

[0097] The user level determination module 7022 is used to classify different user levels based on user tags;

[0098] The transfer unit 706 further includes: a user list determination module 7061, used to determine a user list to be transferred based on the user to be transferred, the first number of the user to be transferred, and the second unique number of the user to be transferred;

[0099] The pending transfer batch determination module 7062 is used to divide the pending transfer user list into multiple pending transfer batches according to the upper limit of the number of users to be transferred by the interface.

[0100] like Figure 9 The image shown illustrates a computer device provided in an embodiment of this paper. The user transfer method based on number association described herein can be applied to… Figure 9 The computer device 902 is illustrated. The computer device 902 may include one or more processors 904, such as one or more central processing units (CPUs), each of which may implement one or more hardware threads. The computer device 902 may also include any memory 906 for storing information of any kind, such as code, settings, data, etc. Non-limitingly, for example, memory 906 may include any type of RAM, any type of ROM, flash memory, hard disk, optical disk, etc. More generally, any memory can use any technology to store information. Furthermore, any memory may provide volatile or non-volatile retention of information. Furthermore, any memory may represent a fixed or removable component of the computer device 902. In one case, when processor 904 executes associated instructions stored in any memory or combination of memories, the computer device 902 may perform any operation of the associated instructions. The computer device 902 also includes one or more drive mechanisms 908 for interacting with any memory, such as hard disk drive mechanisms, optical disk drive mechanisms, etc.

[0101] Computer device 902 may also include an input / output module 910 (I / O) for receiving various inputs (via input device 912) and providing various outputs (via output device 914). A specific output mechanism may include a presentation device 916 and an associated graphical user interface (GUI) 918. In other embodiments, the input / output module 910 (I / O), input device 912, and output device 914 may be omitted, and the device may function solely as a computer device within a network. Computer device 902 may also include one or more network interfaces 920 for exchanging data with other devices via one or more communication links 922. One or more communication buses 924 couple the components described above together.

[0102] Communication link 922 can be implemented in any way, such as via a local area network (LAN), a wide area network (WAN) (e.g., the Internet), a point-to-point connection, or any combination thereof. Communication link 922 may include any combination of hardwired links, wireless links, routers, gateway functions, name servers, etc., governed by any protocol or combination of protocols.

[0103] Corresponding to Figures 1 to 6 In addition to the methods described above, this embodiment also provides a computer-readable storage medium storing a computer program that, when executed by a processor, performs the steps of the above-described methods.

[0104] This embodiment also provides a computer-readable instruction, wherein when a processor executes the instruction, the program therein causes the processor to perform the following: Figures 1 to 6 The method is illustrated. It should be understood that in the various embodiments herein, the sequence number of the above processes does not imply the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments herein.

[0105] It should also be understood that, in the embodiments herein, the term "and / or" is merely a description of the relationship between associated objects, indicating that three relationships can exist. For example, A and / or B can represent: A existing alone, A and B existing simultaneously, and B existing alone. Additionally, the character " / " in this document generally indicates that the preceding and following associated objects have an "or" relationship.

[0106] Those skilled in the art will recognize that the units and algorithm steps of the various examples described in conjunction with the embodiments disclosed herein can be implemented in electronic hardware, computer software, or a combination of both. To clearly illustrate the interchangeability of hardware and software, the components and steps of the various examples have been generally described in terms of functionality in the foregoing description. Whether these functions are implemented in hardware or software depends on the specific application and design constraints of the technical solution. Those skilled in the art can use different methods to implement the described functions for each specific application, but such implementation should not be considered beyond the scope of this document.

[0107] Those skilled in the art will clearly understand that, for the sake of convenience and brevity, the specific working processes of the systems, devices, and units described above can be referred to the corresponding processes in the foregoing method embodiments, and will not be repeated here.

[0108] In the embodiments provided herein, it should be understood that the disclosed systems, apparatuses, and methods can be implemented in other ways. For example, the apparatus embodiments described above are merely illustrative; for instance, the division of units is only a logical functional division, and in actual implementation, there may be other division methods. For example, multiple units or components may be combined or integrated into another system, or some features may be ignored or not executed. Furthermore, the couplings or direct couplings or communication connections shown or discussed may be indirect couplings or communication connections through some interfaces, devices, or units, or they may be electrical, mechanical, or other forms of connection.

[0109] The units described as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the units can be selected to achieve the purpose of the embodiments described herein, depending on actual needs.

[0110] Furthermore, the functional units in the various embodiments of this document can be integrated into one processing unit, or each unit can exist physically separately, or two or more units can be integrated into one unit. The integrated unit can be implemented in hardware or as a software functional unit.

[0111] If the integrated unit is implemented as a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this paper, in essence, or the part that contributes to the prior art, or all or part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of this paper. The aforementioned storage medium includes various media capable of storing program code, such as USB flash drives, portable hard drives, read-only memory (ROM), random access memory (RAM), magnetic disks, or optical disks.

[0112] This document uses specific embodiments to illustrate the principles and implementation methods of this document. The descriptions of the embodiments above are only for the purpose of helping to understand the methods and core ideas of this document. At the same time, for those skilled in the art, there will be changes in the specific implementation methods and application scope based on the ideas of this document. Therefore, the content of this specification should not be construed as a limitation of this document.

Claims

1. A user transfer method based on number association, characterized in that, The method includes: For users connecting to the external management interface, assign a primary ID; The user is matched with a second unique number, and the user's number association relationship is established based on the first number and the second unique number. The second unique number corresponds to the internal management terminal, wherein the second unique number is the user's internal number in the enterprise's internal management terminal, and the second unique number and the first number correspond to the same user. Receive a user transfer instruction from the external management terminal and send the user transfer instruction to the transfer interface, wherein the user transfer instruction includes the first number of the user to be transferred; The transfer interface determines the second unique number of the user to be transferred based on the first number of the user to be transferred and the number association relationship; Based on the second unique number of the user to be transferred, determine the user tag, which includes at least one of the following: user age, user asset level, user's historical transaction products, and user's affiliated institution; classify different user levels based on the user tags; and determine the internal management terminal corresponding to the user level. The transfer interface transfers the user to be transferred to the user's internal management terminal. The transfer interface converts the information sent by the internal management terminal of the user to be transferred to the second unique number representing the user, replaces the second unique number with the first number, and sends the information to the user; wherein, the internal management terminal cannot directly obtain the user's first number.

2. The user transfer method based on number association according to claim 1, characterized in that, The determination of the first number includes: Based on the user's behavior as connected to the external management terminal, the external management terminal records the user's first ID; or Based on the user's historical access behavior across different channels, obtain the first ID generated by each channel.

3. The user transfer method based on number association according to claim 2, characterized in that, The second unique ID matched to the user includes: The user's identity information is determined based on the first ID and the user identity preset matching table, wherein the user identity preset matching table records the matching relationship between the first ID and the user's identity information; Based on the user's identity information, determine the second unique number corresponding to the first number.

4. The user transfer method based on number association according to claim 3, characterized in that, The process of transferring the user to be transferred to the internal management terminal of the user via the transfer interface includes: A list of users to be transferred is determined based on the users to be transferred, the first ID of the users to be transferred, and the second unique ID of the users to be transferred; Based on the maximum number of users that can be transferred through the interface, the list of users to be transferred is divided into multiple batches. The transfer interface is invoked to simultaneously transfer the batch to be transferred.

5. The user transfer method based on number association according to claim 4, characterized in that, The method further includes: Based on the internal management terminal corresponding to the user to be transferred, the list of users to be transferred is divided into multiple batches. The transfer interface is invoked to simultaneously transfer the batch to be transferred.

6. The user transfer method based on number association according to claim 5, characterized in that, The method includes: The same internal management terminal manages one or more users to be transferred; or One or more users awaiting transfer can be managed by the same internal management terminal.

7. A user transfer device based on number association, characterized in that, The device includes: The first number determination unit is used to determine the first number for users who are connected to the external management terminal. The second unique number determination unit is used to match the user with a second unique number and establish the number association relationship of the user based on the first number and the second unique number. The second unique number corresponds to the internal management terminal, wherein the second unique number is the user's internal number in the enterprise's internal management terminal, and the second unique number and the first number correspond to the same user. The user transfer instruction sending unit is used to receive the user transfer instruction sent by the external management terminal and send the user transfer instruction to the transfer interface, wherein the user transfer instruction includes the first number of the user to be transferred. The second unique number determination unit for the user to be transferred is used to determine the second unique number of the user to be transferred by the transfer interface based on the first number of the user to be transferred and the number association relationship; An internal management terminal determination unit is used to determine a user tag based on the second unique number of the user to be transferred. The tag includes at least one of the following: user age, user asset level, user historical transaction products, and user affiliated institution. Based on the user tag, different user levels are divided. The internal management terminal corresponding to the user level is determined. A transfer unit is used to transfer the user to be transferred to the internal management terminal of the user to be transferred via the transfer interface; The information sending unit is used to convert the information sent by the internal management terminal of the user to be transferred to the second unique number representing the user by the transfer interface, replace the second unique number with the first number, and send the information to the user; wherein the internal management terminal cannot directly obtain the user's first number.

8. A computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that, When the processor executes the computer program, it implements the method according to any one of claims 1 to 6.

9. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores a computer program that, when executed by a processor, implements the method according to any one of claims 1 to 6.

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