Distributed double-layer pipe control multi-version-based customer information processing system and method

Abstract

The application provides a customer information processing system and method based on distributed double-layer management and control of multiple versions, which comprises the following steps: forming customer information according to a theme code in a distributed manner in each subsidiary company; storing customer information copies corresponding to the customer information managed by each subsidiary company in a group; identifying a customer according to multiple key information in the customer information copy; managing the customer key information according to a unified data specification of the group; and assigning a unique customer identification code to the same customer after identification. Through the distributed double-layer management and control of multiple versions, the application realizes unique identification of customer information in the group and unified management of different information, thereby ensuring the uniqueness of customer information identification in the group and the differentiation of customer information items in different subsidiary companies.

Description

Technical Field

[0001] This invention relates to the field of information processing technology, and more specifically, to a method for processing customer information based on a distributed, two-layer, multi-version control system. Background Technology

[0002] Customer information is the foundational data for the business development of financial groups. Large financial groups typically have several subsidiaries, but there are situations where the same customer's information is stored inconsistently across different subsidiaries, and the customer IDs assigned are different, making it impossible for the group to manage it uniformly.

[0003] Patent document CN111104795A proposes a company name matching method, which includes: receiving a company name matching request submitted by a client; in response to the company name matching request, extracting two company names to be matched from the company name matching request; segmenting the two company names to be matched using a pre-established Jieba word segmentation dictionary to obtain several fields, and matching the several fields with a pre-established lexicon to obtain feature information in the two company names to be matched; generating a matching degree between the two company names to be matched using the feature information according to a preset fuzzy matching model; determining whether the two company names to be matched match based on the matching degree, and feeding back the matching result to the client.

[0004] Although patent document CN111104795A can generate the matching degree of two company names to be matched in order to match customer names of customers under different subsidiaries in the group, it is still not convenient for unique identification of customers other than customer names and unified management of customer information within the group. Summary of the Invention

[0005] To address the shortcomings of existing technologies, the purpose of this invention is to provide a distributed, two-layer, multi-version customer information processing method.

[0006] A customer information processing system based on a distributed, two-tier, multi-version control system provided by the present invention includes:

[0007] Subsidiary-level Customer Information Master Management Module M1: Generates customer information independently and locally in each subsidiary according to topic codes in a distributed manner;

[0008] Group-level Customer Information Copy Management Module M2: Centrally stores copies of customer information corresponding to the customer information managed by each subsidiary on the group's local machine;

[0009] Customer Identification Module M4: Identifies unique customers based on multiple key customer information items in the customer information copy. The key customer information is managed in accordance with the group's unified data specifications, using a single information item or multiple information items as identification features; customer uniqueness is determined by whether the identification features are completely identical, partially identical, or by a custom code based on the identification features.

[0010] The M5 module for managing multi-version customer information at the group level assigns a unique customer identification code to the same customer after identifying copies of customer information.

[0011] Preferably, the subsidiary-level customer information master management module M1 supports personalized data standards for subsidiaries and supports management using different types of relational databases.

[0012] Preferably, it further includes:

[0013] Subsidiary-level change message module M3: When key customer information in a subsidiary's customer information changes, it notifies the group-level customer information copy management module M2, which determines whether to change the group-level customer information copy based on the information's credibility level and how the customer information is referenced.

[0014] The M2 module for managing customer information copies at the group level allows subsidiaries at different levels to set information credibility levels.

[0015] Preferably, it further includes:

[0016] Customer search module M6: Retrieves customer information on multiple topics;

[0017] Data quality verification module M7: Through the extraction, analysis, induction and summary of customer information data features, establish data model indicators, conduct information consistency checks, and process abnormal information in a hierarchical manner according to the error level at the group level and subsidiary level.

[0018] A customer information processing method based on distributed two-layer control and multiple versions provided by the present invention includes:

[0019] Subsidiary-level primary customer information management step S1: Customer information is generated independently in each subsidiary according to subject coding in a distributed manner;

[0020] Group-level customer information copy management step S2: Centrally store the customer information copies corresponding to the customer information managed by each subsidiary locally within the group.

[0021] Customer identification step S4: Identify the uniqueness of customers based on multiple key customer information in the customer information copy. The key customer information is managed in accordance with the group's unified data specifications, using a single information item or multiple information items as identification features; customer uniqueness is determined by whether the identification features are completely consistent, partially consistent, or by a custom code based on the identification features.

[0022] Group-level customer information multi-version management step S5: Assign a unique customer identification code to the same customer after identifying the customer information copy.

[0023] Preferably, the subsidiary-level customer information master management step S1 supports personalized data standards for subsidiaries and supports management using different types of relational databases.

[0024] Preferably, it further includes:

[0025] Subsidiary-level change message step S3: When key customer information in a subsidiary's customer information changes, the group-level customer information copy management module M2 is notified. Based on the information's credibility level and the citation of customer information, it determines whether to change the group-level customer information copy.

[0026] The group-level customer information copy management step S2 allows subsidiaries at different levels to set information credibility levels.

[0027] Preferably, it further includes:

[0028] Customer retrieval step S6: Retrieve customer information on multiple topics;

[0029] Data quality verification step S7: Through the extraction, analysis, induction and summary of customer information data features, establish data model indicators, conduct information consistency checks, and process abnormal information in a hierarchical manner according to the error level at the group level and subsidiary level.

[0030] According to the present invention, a computer-readable storage medium storing a computer program is provided, wherein when the computer program is executed by a processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions.

[0031] An electronic device according to the present invention includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the computer program is executed by the processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions.

[0032] Compared with the prior art, the present invention has the following beneficial effects:

[0033] 1. This invention uses distributed two-layer management and control multi-version technology to achieve unique identification of customer information within the group and unified management of differentiated information, thereby ensuring the uniqueness of customer information identification within the group and the differentiation of customer information items in different subsidiaries.

[0034] 2. This invention enables the management of local customer information of subsidiaries, the management of copies of customer information of subsidiaries, the notification of changes in customer information, the uniqueness identification of customers, the management of multiple versions of customer information, the fuzzy search query of customer information, and the verification of data quality.

[0035] 3. This invention optimizes the customer information retrieval method, realizes efficient and fast customer information query, and establishes an information change notification mechanism to achieve information linkage across multiple channels, thereby achieving the purpose of unique identification at the group level and differentiated storage at the subsidiary level. Attached Figure Description

[0036] Other features, objects, and advantages of the present invention will become more apparent from the following detailed description of non-limiting embodiments with reference to the accompanying drawings:

[0037] Figure 1 This is a schematic diagram of the process steps of the present invention. Detailed Implementation

[0038] The present invention will now be described in detail with reference to specific embodiments. These embodiments will help those skilled in the art to further understand the present invention, but do not limit the invention in any way. It should be noted that those skilled in the art can make several changes and improvements without departing from the concept of the present invention. These all fall within the protection scope of the present invention.

[0039] This invention employs a distributed, hierarchical management system for customer information, enabling multi-version management of customer information. It generates master and copy versions of subsidiary customer information based on multi-dimensional data standards, supporting independent deployment. Simultaneously, it extracts key information to form features for unique identification within the group. Furthermore, this invention optimizes customer information retrieval methods, achieving efficient and rapid customer information queries, and establishes an information change notification mechanism to enable multi-channel information linkage, thereby achieving unique identification at the group level and differentiated storage at the subsidiary level.

[0040] The present invention will now be described in detail.

[0041] A customer information processing system based on a distributed, two-tier, multi-version control system provided by the present invention includes:

[0042] Subsidiary-level Customer Information Master Management Module M1: Customer information is coded according to different themes (supporting more than 20 themes such as basic information and related person information). This module can be independently deployed in multiple subsidiaries, supports the personalized data standards of subsidiaries, and supports the use of different types of relational databases for management.

[0043] Group-level Customer Information Copy Management Module M2: This module centrally stores customer information copies and supports setting information credibility levels for subsidiaries at different levels. It adopts multi-application distributed load balancing technology to receive data from the subsidiary-level Customer Information Master Management Module M1 in real-time, near real-time, or at specific frequencies.

[0044] Subsidiary Layer Change Message Module M3: When critical information of a subsidiary customer changes, based on the information's trust level, the highly available and persistent ActiveMQ message middleware technology is used to call the subsidiary layer customer information master management module M1 to notify the corresponding subsidiary customer of the change in critical information, and then the changes are processed according to the subsidiary's policies.

[0045] Customer Identification Module M4: Identifies unique customers based on key customer information. Key information must be managed in accordance with the group's unified data specifications. It can use a single information item or multiple information items as identification features. It identifies unique customers based on whether the identification features are completely consistent, partially consistent, or based on custom coding of the identification features.

[0046] Group-level Customer Information Multi-Version Management Module M5: This module calls the Group-level Customer Information Copy Management Module M2 and the Customer Identification Module M4 to assign a unique customer identification code to the same identified customer. The code has no special meaning and can be simply sequentially encoded to improve the universal compatibility of the code and support a customer volume of tens of billions; a database locking mechanism is used to ensure the uniqueness of the code.

[0047] Customer Search Module M6: Employs Solr full-text search engine technology to quickly retrieve customer information on multiple topics, with a search time of no more than 1 second for millions of customers.

[0048] Data quality verification module M7: Through data feature extraction, analysis, induction, and summarization, it establishes data model indicators, performs near real-time, specific frequency information consistency checks, and processes abnormal information in a tiered manner according to error level.

[0049] Therefore, this invention achieves unique identification of customer information within the group and unified management of differentiated information through distributed two-layer control and multi-version technology, thereby ensuring the uniqueness of customer information identification within the group and the differentiation of customer information items in different subsidiaries.

[0050] Those skilled in the art will understand that, in addition to implementing the system, apparatus, and their modules provided by this invention in purely computer-readable program code, the same program can be implemented in the form of logic gates, switches, application-specific integrated circuits, programmable logic controllers, and embedded microcontrollers by logically programming the method steps. Therefore, the system, apparatus, and their modules provided by this invention can be considered a hardware component, and the modules included therein for implementing various programs can also be considered structures within the hardware component; alternatively, modules for implementing various functions can be considered both software programs implementing the method and structures within the hardware component.

[0051] This invention also provides a customer information processing method based on distributed two-tier management and control with multiple versions. Those skilled in the art can implement the customer information processing system based on distributed two-tier management and control with multiple versions by executing the process steps of the aforementioned method. Therefore, the customer information processing method based on distributed two-tier management and control with multiple versions can be understood as a preferred embodiment of the customer information processing system based on distributed two-tier management and control with multiple versions. Specifically, the customer information processing method based on distributed two-tier management and control with multiple versions includes:

[0052] Subsidiary-level customer information master management step S1: Generate customer information independently according to subject coding in each subsidiary in a distributed manner;

[0053] Group-level customer information copy management step S2: Centrally store the customer information copies corresponding to the customer information managed by each subsidiary locally within the group; the group-level customer information copy management step S2 supports setting information credibility levels for subsidiaries at different levels;

[0054] Subsidiary-level change message step S3: When key customer information in a subsidiary's customer information changes, the group-level customer information copy management module S2 is notified. Based on the information's credibility level and the citation of customer information, the module determines whether to change the group-level customer information copy.

[0055] Customer identification step S4: Identify the uniqueness of customers based on multiple key customer information in the customer information copy. The key customer information is managed in accordance with the group's unified data specifications, using a single information item or multiple information items as identification features; customer uniqueness is determined by whether the identification features are completely consistent, partially consistent, or by a custom code based on the identification features.

[0056] Group-level customer information multi-version management step S5: Assign a unique customer identification code to the same customer after identifying the customer information copy.

[0057] Customer retrieval step S6: Retrieve customer information on multiple topics;

[0058] Data quality verification step S7: Through the extraction, analysis, induction and summary of customer information data features, establish data model indicators, conduct information consistency checks, and process abnormal information in a hierarchical manner according to the error level at the group level and subsidiary level.

[0059] The subsidiary-level customer information master management step S1 supports personalized data standards for subsidiaries and supports management using different types of relational databases.

[0060] According to the present invention, a computer-readable storage medium storing a computer program is provided, wherein when the computer program is executed by a processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions.

[0061] An electronic device according to the present invention includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the computer program is executed by the processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions.

[0062] Specific embodiments of the present invention have been described above. It should be understood that the present invention is not limited to the specific embodiments described above, and those skilled in the art can make various changes or modifications within the scope of the claims, which do not affect the essence of the present invention. Unless otherwise specified, the embodiments and features described in this application can be arbitrarily combined with each other.

Claims

1. A customer information processing system based on distributed two-layer control and multiple versions, characterized in that, include: Subsidiary-level Customer Information Master Management Module M1: Generates customer information independently and locally in each subsidiary according to topic codes in a distributed manner; Group-level Customer Information Copy Management Module M2: Centrally stores copies of customer information corresponding to the customer information managed by each subsidiary on the group's local machine; Customer identification module M4: Identifies customers uniquely based on multiple key customer information items in the customer information copy. The key customer information is managed in accordance with the group's unified data specifications, and uses a single information item or multiple information items as identification features. Customer uniqueness is determined by whether the identification features are completely identical, partially identical, or customized according to the identification features. Group-level customer information multi-version management module M5: will assign a unique customer identification code to the same customer after identifying the customer information copy; Also includes: Subsidiary-level change message module M3: When key customer information in a subsidiary's customer information changes, it notifies the group-level customer information copy management module M2, which determines whether to change the group-level customer information copy based on the information's credibility level and how the customer information is referenced. The M2 module for managing customer information copies at the group level allows subsidiaries at different levels to set information credibility levels.

2. The customer information processing system based on distributed two-layer control and multiple versions as described in claim 1, characterized in that, The subsidiary-level customer information master management module M1 supports personalized data standards for subsidiaries and supports management using different types of relational databases.

3. The customer information processing system based on distributed two-layer control and multiple versions as described in claim 1, characterized in that, Also includes: Customer search module M6: Retrieves customer information on multiple topics; Data quality verification module M7: Through the extraction, analysis, induction and summary of customer information data features, establish data model indicators, conduct information consistency checks, and process abnormal information in a hierarchical manner according to the error level at the group level and subsidiary level.

4. A method for processing customer information based on distributed two-layer control and multiple versions, characterized in that, include: Subsidiary-level customer information master management step S1: Generate customer information independently according to subject coding in each subsidiary in a distributed manner; Group-level customer information copy management step S2: Centrally store the customer information copies corresponding to the customer information managed by each subsidiary locally within the group. Customer identification step S4: Identify the uniqueness of customers based on multiple key information items in the customer information copy. The key customer information is managed in accordance with the group's unified data specifications, and a single information item or multiple information items are used as identification features. Customer uniqueness is determined by whether the identification features are completely identical, partially identical, or customized according to the identification features. Group-level customer information multi-version management step S5: Assign a unique customer identification code to the same customer after identifying the customer information copy; Also includes: Subsidiary-level change message step S3: When key customer information in a subsidiary's customer information changes, notify the group-level customer information copy management module S2, and determine whether to change the group-level customer information copy based on the information credibility level and the citation of the customer information. The group-level customer information copy management step S2 allows subsidiaries at different levels to set information credibility levels.

5. The customer information processing method based on distributed two-layer control and multiple versions according to claim 4, characterized in that, The subsidiary-level customer information master management step S1 supports personalized data standards for subsidiaries and supports management using different types of relational databases.

6. The customer information processing method based on distributed two-layer control and multiple versions according to claim 4, characterized in that, Also includes: Customer retrieval step S6: Retrieve customer information on multiple topics; Data quality verification step S7: Through the extraction, analysis, induction and summary of customer information data features, establish data model indicators, conduct information consistency checks, and process abnormal information in a hierarchical manner according to the error level at the group level and subsidiary level.

7. A computer-readable storage medium storing a computer program, characterized in that, When the computer program is executed by the processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions as described in any one of claims 4 to 6.

8. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that, When the computer program is executed by the processor, it implements the steps of the customer information processing method based on distributed two-layer control and multiple versions as described in any one of claims 4 to 6.

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