Data processing methods, apparatus, equipment and storage media

By establishing an indicator relationship database and using mapping rules to systematically classify assessment indicators, the problem of slow calculation speed in existing technologies has been solved, enabling rapid calculation of assessment results and efficient utilization of resources.

CN117035501BActive Publication Date: 2026-04-03PEOPLE'S INSURANCE COMPANY OF CHINA
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2023-07-20
Publication Date
2026-04-03

AI Technical Summary

Technical Problem

Existing sales data processing methods are slow, especially when dealing with large volumes of performance data, resulting in inefficient calculation of performance indicators and low resource utilization.

Method used

By establishing an indicator relationship database, the identification information of each indicator and its mapping relationship are stored in advance, and the performance data of the personnel to be assessed are calculated using mapping rules, so as to achieve systematic classification and rapid calculation of assessment indicators.

Benefits of technology

It improved the calculation speed of assessment results, enabled the reuse of data with the same caliber, and enhanced calculation efficiency and resource utilization.

✦ Generated by Eureka AI based on patent content.

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Patent Text Reader

Abstract

This invention relates to the field of data processing technology, and provides a data processing method, apparatus, device, and storage medium. The method includes: acquiring performance data corresponding to an employee to be evaluated; the performance data includes the workload within a preset time period and the actual amount completed within the time period; calculating the result of a first indicator corresponding to the employee to be evaluated based on the performance data; obtaining the result of a second indicator corresponding to the employee to be evaluated based on the result of at least one first indicator and the mapping relationship between a second indicator and a first indicator in a preset indicator relationship database; and obtaining the target evaluation result corresponding to the employee to be evaluated based on the results of the first and second indicators. This invention features fast calculation speed.
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Description

Technical Field

[0001] This invention relates to the field of data processing technology, and in particular to a data processing method, apparatus, device, and storage medium. Background Technology

[0002] With the development of the insurance business, insurance products are being updated at an increasingly rapid pace, and the scope of insurance services is gradually expanding, specifically covering people's property, personal safety, health, and more. Due to the unique nature of the insurance industry, the volume of sales is large, making performance evaluation of sales personnel crucial.

[0003] Existing sales data processing methods typically calculate the results of each performance indicator one by one according to the statistical scope of each indicator. As the amount of performance data increases, the calculation speed becomes slow. Summary of the Invention

[0004] This invention provides a data processing method, apparatus, device, and storage medium to address the shortcomings of slow computing speed in the prior art and improve the computing speed for personnel assessment.

[0005] In a first aspect, the present invention provides a data processing method, the method comprising:

[0006] Obtain the performance data of the personnel to be evaluated; the performance data includes the task volume within a preset time period and the actual completion volume within the time period.

[0007] Based on the performance data, the result of the first indicator corresponding to the person to be assessed is calculated;

[0008] Based on the results of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library, the results of the second indicator corresponding to the person to be assessed are obtained.

[0009] Based on the results of the first indicator and the second indicator, the target assessment results for the personnel to be assessed are obtained.

[0010] Optionally, obtaining the result of the second indicator corresponding to the person to be assessed based on the result of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in a preset indicator relationship library includes:

[0011] Based on the results of at least one of the first indicators and the mapping relationship between the third indicator and the first indicator in the indicator relationship database, the results of the third indicator corresponding to the person to be assessed are obtained.

[0012] Based on the mapping relationship between the third indicator and the first indicator in the indicator relationship database, and the mapping relationship between the second indicator and the first indicator, the mapping relationship between the third indicator and the second indicator is obtained.

[0013] Based on the results of at least one of the third indicators, and the mapping relationship between the third indicators and the second indicators, the results of the second indicators corresponding to the personnel to be assessed are obtained.

[0014] The indicator relationship database pre-stores the identification information of the first indicator, the identification information of the second indicator, the identification information of the third indicator, the mapping relationship between the second indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator; the mapping relationship is the calculation rule.

[0015] Optionally, the method further includes:

[0016] The first indicator, the second indicator, and the third indicator are defined to obtain the attribute information corresponding to each indicator; the attribute information includes at least one of the following: hierarchy information and type information;

[0017] Based on the attribute information and the identification information corresponding to each of the aforementioned indicators, an indicator definition library is obtained.

[0018] Optionally, the method further includes:

[0019] Based on the attribute information of the first indicator and the third indicator in the indicator definition library, a mapping relationship is established between the third indicator and the first indicator.

[0020] Based on the attribute information of the third indicator and the second indicator in the indicator definition library, a mapping relationship is established between the third indicator and the second indicator;

[0021] Based on the attribute information of the first and second indicators in the indicator definition library, the mapping relationship between the third indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator, a mapping relationship between the second indicator and the first indicator is established.

[0022] Optionally, the hierarchical information includes a first level corresponding to business domain information, a second level corresponding to sales channel information, and a third level corresponding to product type; the type information includes at least one of the following: basic indicators, derived indicators, and composite derived indicators; the type information corresponding to the first indicator is a basic indicator; the type information corresponding to the second indicator is a derived indicator; and the type information corresponding to the third indicator is a composite derived indicator.

[0023] Optionally, the method further includes:

[0024] The target assessment results corresponding to the personnel to be assessed are sent to the display interface of the sales system via the application programming interface (API).

[0025] The user can perform a query on the display interface based on preset query criteria to obtain the target query results.

[0026] In a second aspect, the present invention provides a data processing apparatus, the apparatus comprising:

[0027] The acquisition module is used to acquire the performance data of the personnel to be assessed; the performance data includes the amount of tasks within a preset time period and the actual amount completed within the time period.

[0028] The processing module is used to calculate the result of the first indicator corresponding to the person to be assessed based on the performance data; to obtain the result of the second indicator corresponding to the person to be assessed based on the result of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in a preset indicator relationship library; and to obtain the target assessment result corresponding to the person to be assessed based on the result of the first indicator and the result of the second indicator.

[0029] Thirdly, the present invention also provides an electronic device, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor executes the program to implement any of the data processing methods described above.

[0030] Fourthly, the present invention also provides a non-transitory computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements the data processing method as described above.

[0031] Fifthly, the present invention also provides a computer program product, including a computer program that, when executed by a processor, implements any of the data processing methods described above.

[0032] This invention provides a data processing method, apparatus, device, and storage medium. It acquires performance data of an employee to be evaluated, including the workload and actual completion amount within a preset time period. Based on the performance data, it calculates the result of a first indicator for the employee. Then, based on the result of at least one first indicator and the mapping relationship between a second and first indicator in a preset indicator relation library, it obtains the result of a second indicator for the employee. Finally, based on the results of the first and second indicators, it obtains the target evaluation result for the employee. Because the indicator relation library is preset, this invention allows for the rapid calculation of the second indicator result based on the mapping relationship between the first and second indicators in the preset indicator relation library, leading to the final target evaluation result. Attached Figure Description

[0033] To more clearly illustrate the technical solutions in this invention or the prior art, the drawings used in the description of the embodiments or the prior art will be briefly introduced below. Obviously, the drawings described below are some embodiments of this invention. For those skilled in the art, other drawings can be obtained from these drawings without creative effort.

[0034] Figure 1 This is one of the flowcharts illustrating the data processing method provided by the present invention;

[0035] Figure 2 This is a schematic diagram illustrating the principle of the indicator definition library provided by this invention;

[0036] Figure 3 This is a schematic diagram of the data processing device provided by the present invention;

[0037] Figure 4 This is a schematic diagram of the structure of the electronic device provided by the present invention. Detailed Implementation

[0038] To make the objectives, technical solutions, and advantages of this invention clearer, the technical solutions of this invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some, not all, of the embodiments of this invention. All other embodiments obtained by those skilled in the art based on the embodiments of this invention without creative effort are within the scope of protection of this invention.

[0039] It should be noted that the terms "first," "second," etc., used in the specification and claims of this application are used to distinguish similar objects and not to describe a specific order or sequence. It should be understood that such terms can be used interchangeably where appropriate so that embodiments of this application can be implemented in orders other than those illustrated or described herein, and the objects distinguished by "first" and "second" are generally of the same class, not limiting the number of objects; for example, a first node can be one or more. In the specification and claims, "and / or" indicates at least one of the connected objects, and the character " / " generally indicates that the preceding and following objects are in an "or" relationship. Furthermore, the terms "comprising" and "having," and any variations thereof, are intended to cover non-exclusive inclusion. For example, a process, method, apparatus, product, or device that includes a series of steps or units is not limited to the listed steps or units, but may optionally include steps or units not listed, or may optionally include other steps or units inherent to these processes, methods, products, or devices.

[0040] To better understand the embodiments provided by this invention, the application scenarios of this invention are first described as follows:

[0041] With the development of the insurance business, insurance products are being updated at an increasingly rapid pace, and the scope of insurance business is gradually expanding, specifically covering people's property, personal safety, health, and more. Due to the special nature of the insurance industry, the sales volume is large, making the performance evaluation of sales personnel crucial. Existing sales data processing methods typically calculate the results of each performance indicator one by one according to its statistical definition. The shortcomings of existing technologies are:

[0042] (1) Lack of a systematic classification of assessment indicators;

[0043] (2) Data cannot be reused based on the same caliber. As the amount of performance data grows larger and larger, the utilization rate of computing resources is low, and the calculation speed to obtain assessment results is slow.

[0044] To address the aforementioned shortcomings, this invention provides a data processing solution that systematically classifies assessment indicators to improve the calculation speed of target assessment results.

[0045] The following is combined with Figures 1-4 This invention describes the data processing solution provided by the present invention.

[0046] Figure 1 This is one of the flowcharts illustrating the data processing method provided by the present invention, such as... Figure 1 As shown, the method includes:

[0047] Step 101: Obtain the performance data of the personnel to be assessed; the performance data includes the task volume within the preset time period and the actual completion volume within the time period.

[0048] Specifically, it is understood that the method provided in this embodiment can be applied to performance appraisal of sales personnel. Sales personnel performance appraisal refers to the management process of personnel management, performance evaluation, performance calculation, compensation payment, and cost control, conducted in accordance with requirements such as the Basic Sales Law. In this embodiment, the personnel to be appraised can be sales personnel or marketing personnel, and the method provided in this embodiment is used to conduct performance appraisal of sales personnel. Optionally, sales personnel can be account managers or team managers; correspondingly, the method provided in this embodiment is used to conduct performance appraisal of the sales team.

[0049] First, obtain the performance data of the personnel to be evaluated. This performance data includes, for example, the task volume and actual completion volume within a preset time period. The preset time period can be from January 1, 2023 to January 31, 2023 (monthly performance evaluation), from January 1, 2023 to March 31, 2023 (quarterly performance evaluation), or from January 1, 2022 to December 31, 2022 (annual performance evaluation). The specific time period can be preset according to the needs of management. Task volume includes, for example, monthly sales targets, quarterly sales targets, and annual sales targets. Sales targets can specifically be the total premium amount corresponding to the number of policies to be completed. Actual completion volume includes, for example, the total monthly premium amount, the total quarterly premium amount, and the total annual premium amount.

[0050] Step 102: Based on the performance data, calculate the result of the first indicator for the personnel to be evaluated;

[0051] Specifically, after obtaining the performance data corresponding to the personnel to be assessed, the result of the first indicator corresponding to the personnel to be assessed can be calculated based on the performance data. The first indicator can be understood as the basic indicator. The basic indicator refers to the indicator that can be directly calculated based on the original performance data according to the indicator calculation caliber. For example, the actual premiums collected for vehicle insurance through direct sales channels, the actual premiums collected for vehicle insurance through direct sales channels, the number of policies with passenger insurance clauses in direct sales channels, the number of commercial vehicle insurance policies through direct sales channels, the number of vehicle insurance customers with personal non-vehicle insurance in direct sales channels, and the number of vehicle insurance customers through direct sales channels are all basic indicators.

[0052] Step 103: Based on the results of at least one first indicator and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library, obtain the results of the second indicator corresponding to the person to be assessed.

[0053] Specifically, after obtaining the results of each first indicator, the results of the second indicator corresponding to the person to be assessed can be obtained based on the results of at least one first indicator and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library. The second indicator is, for example, a derived indicator, which refers to an indicator that is further calculated based on the calculation results of at least one basic indicator.

[0054] For example, if the result of the first indicator is: the actual premium collected through direct sales channels for vehicle insurance A = 800,000, and the target premium collected through direct sales channels for vehicle insurance A' = 1,000,000, then the result of the second indicator is: the achievement rate of the target premium collected through direct sales channels for vehicle insurance.

[0055] B = A / A' = 80 / 100 = 80%;

[0056] That is, the direct sales channel achieved 80% of the target for actual premium collection for auto insurance.

[0057] Step 104: Based on the results of the first indicator and the second indicator, obtain the target assessment results for the personnel to be assessed.

[0058] Specifically, based on the results of the first and second indicators, the target assessment results for the personnel to be assessed can be obtained. For example, the results of the third indicator can be obtained based on the results of each first indicator and each second indicator. Furthermore, based on the results of each first indicator, each second indicator, and each third indicator, the target assessment results for the personnel to be assessed can be obtained. The target assessment results for the personnel to be assessed can be represented, for example, in the form of an indicator statistics table. An example of an indicator statistics table is shown in Table 1 below:

[0059] Table 1

[0060]

[0061] In the method provided in this embodiment, performance data of the personnel to be evaluated is obtained. This performance data includes the workload and actual completion amount within a preset time period. Based on the performance data, the result of a first indicator for the personnel to be evaluated is calculated. Then, based on the result of at least one first indicator and the mapping relationship between a second indicator and a first indicator in a preset indicator relationship library, the result of a second indicator for the personnel to be evaluated is obtained. Finally, based on the results of the first and second indicators, the target evaluation result for the personnel to be evaluated is obtained. Because the indicator relationship library is preset in this invention, the result of the second indicator for the personnel to be evaluated can be obtained based on the result of the first indicator and the mapping relationship between the second and first indicators in the preset indicator relationship library. Therefore, the target evaluation result for the personnel to be evaluated can be obtained based on the results of the first and second indicators, resulting in a relatively fast calculation speed.

[0062] Optionally, based on the results of at least one first indicator and the mapping relationship between the second and first indicators in a pre-defined indicator relationship database, the results of the second indicator corresponding to the person to be assessed are obtained, including:

[0063] Based on the results of at least one first indicator and the mapping relationship between the third indicator and the first indicator in the indicator relationship database, the results of the third indicator corresponding to the person to be assessed are obtained.

[0064] Based on the mapping relationship between the third indicator and the first indicator, and the mapping relationship between the second indicator and the first indicator in the indicator relationship database, the mapping relationship between the third indicator and the second indicator is obtained.

[0065] Based on the results of at least one third indicator and the mapping relationship between the third and second indicators, the results of the second indicator corresponding to the person to be assessed are obtained.

[0066] The indicator relationship database pre-stores the identification information of the first indicator, the identification information of the second indicator, the identification information of the third indicator, the mapping relationship between the second indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator; the mapping relationship is the calculation rule.

[0067] Specifically, it can be understood that the indicator relationship database refers to a database that pre-stores the identification information of each indicator and the mapping relationship between each indicator. The mapping relationship is, for example, an operation rule, such as the operation rules of the four arithmetic operations (addition, subtraction, multiplication, and division). Specifically, the indicator relationship database pre-stores the identification information of a first indicator, a second indicator, and a third indicator. The identification information is used to uniquely identify each indicator, for example, by encoding each indicator to obtain its corresponding indicator code. The mapping relationship between the second indicator and the first indicator refers to how to calculate the result of the second indicator from the result of the first indicator, for example, by adding first indicator 1 and first indicator 2. Similarly, the mapping relationship between the third indicator and the second indicator refers to how to calculate the third indicator from the result of the second indicator, for example, by dividing second indicator 1 and second indicator 2.

[0068] Based on the indicator relationship database, the result of the third indicator corresponding to the person to be assessed can be obtained firstly by using the result of at least one first indicator and the mapping relationship between the third indicator and the first indicator in the indicator relationship database. Then, based on the mapping relationship between the third indicator and the first indicator in the indicator relationship database, as well as the mapping relationship between the second indicator and the first indicator, the mapping relationship between the third indicator and the second indicator can be obtained. Finally, based on the result of at least one third indicator and the mapping relationship between the third indicator and the second indicator, the result of the second indicator corresponding to the person to be assessed can be obtained.

[0069] In the method provided in this embodiment, the result of the third indicator corresponding to the person to be assessed is obtained by using the result of at least one first indicator and the mapping relationship between the third indicator and the first indicator in the indicator relationship library. Then, the mapping relationship between the third indicator and the first indicator and the mapping relationship between the second indicator and the first indicator is obtained by using the mapping relationship between the third indicator and the first indicator in the indicator relationship library. Furthermore, the result of the second indicator corresponding to the person to be assessed is obtained by using the result of at least one third indicator and the mapping relationship between the third indicator and the second indicator. Finally, the target assessment result is obtained by using the results corresponding to each first indicator, second indicator and third indicator. The calculation efficiency is high and the calculation data with the same caliber can be reused.

[0070] Optionally, the method further includes:

[0071] Define the first, second, and third indicators to obtain the attribute information corresponding to each indicator; the attribute information includes at least one of the following: hierarchy information and type information;

[0072] Based on the attribute information and identifier information corresponding to each indicator, an indicator definition library is obtained.

[0073] Specifically, in the method provided in this embodiment, a first indicator and the first, second, and third indicators can be predefined to ultimately obtain an indicator definition library. An example of the process for obtaining the indicator definition library is as follows:

[0074] Figure 2 This is a schematic diagram illustrating the principle of the indicator definition library provided by this invention, as shown below. Figure 2 As shown, each indicator is first defined to obtain its corresponding attribute information. The attribute information includes at least one of the following: hierarchical information and type information. Hierarchical information includes first-level information such as business domain information (e.g., premium category, number of policies, number of customers, etc.), second-level information such as sales channel information (e.g., direct sales channel, professional agency channel, rural outlet sales channel, etc.), and third-level information such as insurance type (insurance category, type of insurance, terms and conditions, etc.). Type information includes, for example, basic indicators, derived indicators, and composite derived indicators.

[0075] For example, the attribute information corresponding to each indicator can be represented as follows:

[0076] The attribute information for the first indicator, "Actual premiums received for auto insurance through direct sales channels," is as follows: the hierarchical information is as follows: the first level is premium category, the second level is direct sales channel, and the third level is auto insurance; the type information is the basic indicator.

[0077] The attribute information for the second indicator, "Direct Sales Channel Auto Insurance Premium Collection Target Achievement Rate," is as follows: the hierarchical information is as follows: the first level is premium type, the second level is direct sales channel, and the third level is auto insurance; the type information is a derived indicator.

[0078] The attribute information for the third indicator, "Average Insurance Coverage Rate of Rural Network Channel Auto Insurance Benefits," is as follows: the hierarchical information is as follows: the first level is the number of policies, the second level is the rural network sales channel, and the third level is auto insurance; the type information is a composite derived indicator.

[0079] Furthermore, an indicator definition library can be obtained based on the attribute information and identification information corresponding to each indicator. Each indicator has a unique identification information, such as an indicator code, used to uniquely identify each indicator. Part of the indicator definition library is shown in Table 2.

[0080] Table 2

[0081]

[0082] In the method provided in this embodiment, by encoding each indicator and setting the hierarchical information and type information of the indicator, the indicator code, indicator hierarchical information and indicator type information are stored in the indicator definition library, thereby realizing the systematic classification of assessment indicators.

[0083] Optionally, the method further includes:

[0084] Based on the attribute information of the first and third indicators in the indicator definition library, establish a mapping relationship between the third indicator and the first indicator.

[0085] Based on the attribute information of the third and second indicators in the indicator definition library, establish a mapping relationship between the third and second indicators.

[0086] Based on the attribute information of the first and second indicators in the indicator definition library, the mapping relationship between the third and first indicators, and the mapping relationship between the third and second indicators, a mapping relationship between the second and first indicators is established.

[0087] Specifically, after obtaining the indicator definition library, a mapping relationship between the second indicator and the first indicator can be established based on the attribute information of the first and second indicators, the mapping relationship between the third indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator in the indicator definition library. An example of the mapping relationship between the second indicator and the first indicator is as follows:

[0088] For example, the attribute information of "Second Indicator POLICY02004, Number of policies with high-limit third-party liability insurance clauses purchased through rural network channels + Number of policies with vehicle passenger insurance clauses purchased through rural network channels" is as follows: Type information is a derived indicator, and level information is the third level; the attribute information of "First Indicator POLICY02001, Number of policies with vehicle passenger insurance clauses purchased through rural network channels" is as follows: Type information is a basic indicator, and level information is the third level; the attribute information of "First Indicator POLICY02002, Number of policies with high-limit third-party liability insurance clauses purchased through rural network channels" is as follows: Type information is a basic indicator, and level information is the third level.

[0089] Based on the attribute information of the first and second indicators in the indicator definition library, the mapping relationship between the second indicator and the first indicator can be established as follows:

[0090] POLICY02004=POLICY02002+POLICY02001;

[0091] Among them, POLICY02004 indicates the number of policies with high-limit third-party liability insurance and the number of policies with passenger liability insurance purchased through the rural network channel; POLICY02002 indicates the number of policies with high-limit third-party liability insurance purchased through the rural network channel; and POLICY02001 indicates the number of policies with passenger liability insurance purchased through the rural network channel.

[0092] Furthermore, a mapping relationship between the third and second indicators can be established based on the attribute information of the third and second indicators in the indicator definition library.

[0093] For example, the attribute information of "Third Indicator POLICY02007, Average Insurance Rate of Vehicle Insurance Benefits in Rural Network Channels" is: third-level hierarchical information and composite derived indicator type information; the attribute information of "Second Indicator POLICY02004, Number of Policies with High-Limit Third-Party Liability Insurance Clauses in Rural Network Channels + Number of Policies with Passenger Insurance Clauses in Rural Network Channels" is: derived indicator type information and third-level hierarchical information; the attribute information of "Second Indicator POLICY02005, Number of Commercial Vehicle Insurance Policies in Rural Network Channels × 2" is: third-level hierarchical information and derived indicator type information.

[0094] Based on the attribute information of the third and second indicators in the indicator definition library, the mapping relationship between the third and second indicators can be established as follows:

[0095] POLICY02007=POLICY02004 / POLICY02005;

[0096] Among them, POLICY02007 represents the average insurance coverage rate of the profitable auto insurance products in the rural network channel, POLICY02004 represents the number of policies in the rural network channel that have purchased the high-limit third-party liability insurance clause and the number of policies in the rural network channel that have purchased the vehicle passenger insurance clause, and POLICY02005 represents the number of commercial auto insurance policies in the rural network channel × 2.

[0097] For example, some examples of the indicator relationship library are shown in Table 3:

[0098] Table 3

[0099]

[0100]

[0101] In the method provided in this embodiment, the mapping relationship between the third indicator and the first indicator, the mapping relationship between the third indicator and the second indicator, and the mapping relationship between the second indicator and the first indicator are established through the attribute information of each indicator in the indicator definition library, so as to obtain the indicator relationship library. Finally, the target assessment results of the personnel to be assessed can be calculated based on the indicator relationship library, and the calculation speed is relatively fast.

[0102] Optionally, the hierarchical information includes the first level corresponding to business domain information, the second level corresponding to sales channel information, and the third level corresponding to product type; the type information includes at least one of the following: basic indicators, derived indicators, and composite derived indicators; the type information corresponding to the first indicator is a basic indicator; the type information corresponding to the second indicator is a derived indicator; and the type information corresponding to the third indicator is a composite derived indicator.

[0103] Specifically, the hierarchical information in the attribute information of each indicator includes the first level corresponding to business domain information, the second level corresponding to sales channel information, and the third level corresponding to product type. The type information in the attribute information of each indicator includes at least one of the following: basic indicator, derived indicator, and composite derived indicator.

[0104] For example, by dividing the indicators according to the first level corresponding to the business domain information, we can obtain premium indicators, policy quantity indicators and customer quantity indicators.

[0105] Furthermore, the indicators for each business area can be further divided according to the second level corresponding to the sales channel information.

[0106] Among them, (1) the premium category indicators are mainly the premium task achievement rate, which can be further refined into different sales channels (such as direct sales channels, professional agency channels, rural network channels, etc.) according to the second level. They can also be further divided into different product types (such as car insurance, personal non-car insurance, commercial group non-car insurance, etc.) and premium task achievement rate indicators according to different premium types (such as actual premiums received, premium income).

[0107] For example, the achievement rate of the direct sales channel's auto insurance premium revenue target = actual premiums collected through the direct sales channel / the target premiums collected through the direct sales channel; the achievement rate of the professional agency channel's personal non-auto insurance premium income target = actual premiums collected through the professional agency channel / the target premiums collected through the professional agency channel; the achievement rate of the direct sales channel's comprehensive insurance premium revenue target = actual premiums collected through the direct sales channel's comprehensive insurance category / the target premiums collected through the direct sales channel's comprehensive insurance category.

[0108] (2) The main policy quantity indicator is the insurance rate, that is, the insurance rate of a certain sub-insurance clause in the overall product. It can be further refined into the insurance rate of different sales channels (such as direct sales channels, professional agency channels, rural network channels, etc.) at the second level, and into the insurance rate of different clauses (such as vehicle passenger insurance clauses, high limit third-party liability insurance clauses) at the third level.

[0109] For example, the vehicle passenger insurance coverage rate in direct sales channels = the number of vehicle passenger insurance policies in direct sales channels / the number of commercial vehicle insurance policies in direct sales channels; the average coverage rate of vehicle insurance benefit products in rural sales channels = (the number of policies in rural sales channels with high-limit third-party liability insurance + the number of policies in rural sales channels with vehicle passenger insurance) / (the number of commercial vehicle insurance policies in rural sales channels × 2);

[0110] (3) Customer quantity indicators mainly refer to penetration rate, which is the proportion of customers who simultaneously purchase multiple insurance products. It can be further refined into different sales channels (direct sales channels, professional agency channels, rural network channels, etc.) at the second level and into different insurance types (such as personal non-motor insurance and motor insurance) at the third level.

[0111] For example, the penetration rate of personal non-motor insurance customers through direct sales channels = the number of motor insurance customers who have purchased personal non-motor insurance through direct sales channels / the number of motor insurance customers through direct sales channels.

[0112] Furthermore, the type information corresponding to the first indicator can be a basic indicator, the type information corresponding to the second indicator can be a derived indicator, and the type information corresponding to the third indicator can be a composite derived indicator.

[0113] In the method provided in this embodiment, each indicator, such as the first indicator, the second indicator, and the third indicator, is defined and systematically classified by the attribute information of each indicator, such as hierarchical information and type information. Finally, the target assessment results of the personnel to be assessed can be calculated based on the systematically classified indicators, and the calculation speed is relatively fast.

[0114] Optionally, the method further includes:

[0115] The target assessment results for the personnel to be assessed are sent to the sales system's display interface via the application programming interface (API).

[0116] The user can perform a search based on preset search criteria on the display interface to obtain the target search results.

[0117] Specifically, after calculating the target assessment results for the personnel to be assessed, the results can be sent to a display interface, such as that of a sales system, via an application programming interface (API) for relevant personnel to query or view. These relevant personnel may be those who need to know the performance of the personnel to be assessed, such as managers in the department where the personnel to be assessed work, or personnel in the payroll department.

[0118] Furthermore, relevant personnel can perform queries on the system's display interface based on preset query conditions, such as "the preset time period is from March 1, 2023 to March 31, 2023, and the personnel to be assessed are AA" to obtain the target query results.

[0119] In the method provided in this embodiment, the target assessment results of the personnel to be assessed are sent to the display interface of the sales system via API for display, which provides a more intuitive view for personnel who need to know the performance of the personnel to be assessed, and the visualization effect is good.

[0120] The data processing apparatus provided by the present invention will be described below. The data processing apparatus described below can be referred to in correspondence with the data processing method described above.

[0121] Figure 3 This is a schematic diagram of the structure of the data processing device 300 provided by the present invention, as shown below. Figure 3 As shown, the data processing device 300 includes:

[0122] The acquisition module 310 is used to acquire the performance data of the personnel to be assessed; the performance data includes the task volume within a preset time period and the actual completion volume within the time period.

[0123] The processing module 320 is used to calculate the result of the first indicator corresponding to the person to be assessed based on the performance data; to obtain the result of the second indicator corresponding to the person to be assessed based on the result of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in a preset indicator relationship library; and to obtain the target assessment result corresponding to the person to be assessed based on the result of the first indicator and the result of the second indicator.

[0124] In the apparatus provided in this embodiment of the invention, the acquisition module 310 acquires the performance data corresponding to the personnel to be assessed. The performance data includes the workload within a preset time period and the actual amount completed within that time period. Then, the processing module 320 calculates the result of a first indicator corresponding to the personnel to be assessed based on the performance data. Based on the result of at least one first indicator and the mapping relationship between a second indicator and a first indicator in a preset indicator relationship library, the processing module 320 obtains the result of a second indicator corresponding to the personnel to be assessed. Finally, based on the results of the first and second indicators, the processing module 320 obtains the target assessment result corresponding to the personnel to be assessed. Because the indicator relationship library is preset in this invention, the result of the second indicator corresponding to the personnel to be assessed can be obtained based on the result of the first indicator and the mapping relationship between the second and first indicators in the preset indicator relationship library. Therefore, the target assessment result corresponding to the personnel to be assessed can be obtained based on the results of the first and second indicators, resulting in a relatively fast calculation speed.

[0125] Optionally, the processing module 320 is specifically used for:

[0126] Based on the results of at least one of the first indicators and the mapping relationship between the third indicator and the first indicator in the indicator relationship database, the results of the third indicator corresponding to the person to be assessed are obtained.

[0127] Based on the mapping relationship between the third indicator and the first indicator in the indicator relationship database, and the mapping relationship between the second indicator and the first indicator, the mapping relationship between the third indicator and the second indicator is obtained.

[0128] Based on the results of at least one of the third indicators, and the mapping relationship between the third indicators and the second indicators, the results of the second indicators corresponding to the personnel to be assessed are obtained.

[0129] The indicator relationship database pre-stores the identification information of the first indicator, the identification information of the second indicator, the identification information of the third indicator, the mapping relationship between the second indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator; the mapping relationship is the calculation rule.

[0130] Optionally, the data processing device 300 also includes an indicator definition module;

[0131] The indicator definition module is used for:

[0132] The first indicator, the second indicator, and the third indicator are defined to obtain the attribute information corresponding to each indicator; the attribute information includes at least one of the following: hierarchy information and type information;

[0133] Based on the attribute information and the identification information corresponding to each of the aforementioned indicators, an indicator definition library is obtained.

[0134] Optionally, the data processing device 300 further includes an index relationship determination module;

[0135] The indicator relationship determination module is specifically used for:

[0136] Based on the attribute information of the first indicator and the third indicator in the indicator definition library, a mapping relationship is established between the second indicator and the first indicator;

[0137] Based on the attribute information of the third indicator and the second indicator in the indicator definition library, a mapping relationship is established between the third indicator and the second indicator.

[0138] Optionally, the hierarchical information includes a first level corresponding to business domain information, a second level corresponding to sales channel information, and a third level corresponding to product type; the type information includes at least one of the following: basic indicators, derived indicators, and composite derived indicators; the type information corresponding to the first indicator is a basic indicator; the type information corresponding to the second indicator is a derived indicator; and the type information corresponding to the third indicator is a composite derived indicator.

[0139] Optionally, the data processing device 300 also includes a display module;

[0140] The display module is specifically used for:

[0141] The target assessment results corresponding to the personnel to be assessed are sent to the display interface of the sales system via the application programming interface (API).

[0142] The user can perform a query on the display interface based on preset query criteria to obtain the target query results.

[0143] Figure 4 An example is a schematic diagram of the physical structure of an electronic device, such as... Figure 4 As shown, the electronic device may include: a processor 410, a communication interface 420, a memory 430, and a communication bus 440, wherein the processor 410, the communication interface 420, and the memory 430 communicate with each other through the communication bus 440. The processor 410 can call logical instructions in the memory 430 to execute a data processing method, which includes:

[0144] Obtain the performance data of the personnel to be evaluated; the performance data includes the task volume within a preset time period and the actual completion volume within the time period.

[0145] Based on the performance data, the result of the first indicator corresponding to the person to be assessed is calculated;

[0146] Based on the results of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library, the results of the second indicator corresponding to the person to be assessed are obtained.

[0147] Based on the results of the first indicator and the second indicator, the target assessment results for the personnel to be assessed are obtained.

[0148] Furthermore, the logical instructions in the aforementioned memory 830 can be implemented as software functional units and, when sold or used as independent products, can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention, in essence, or the part that contributes to the prior art, or a 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 of the various embodiments of the present invention. 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.

[0149] On the other hand, the present invention also provides a computer program product, which includes a computer program that can be stored on a non-transitory computer-readable storage medium. When the computer program is executed by a processor, the computer is able to perform the data processing methods provided by the above methods, the method comprising:

[0150] Obtain the performance data of the personnel to be evaluated; the performance data includes the task volume within a preset time period and the actual completion volume within the time period.

[0151] Based on the performance data, the result of the first indicator corresponding to the person to be assessed is calculated;

[0152] Based on the results of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library, the results of the second indicator corresponding to the person to be assessed are obtained.

[0153] Based on the results of the first indicator and the second indicator, the target assessment results for the personnel to be assessed are obtained.

[0154] In another aspect, the present invention also provides a non-transitory computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, is implemented to perform the data processing methods provided by the above methods, the method comprising:

[0155] Obtain the performance data of the personnel to be evaluated; the performance data includes the task volume within a preset time period and the actual completion volume within the time period.

[0156] Based on the performance data, the result of the first indicator corresponding to the person to be assessed is calculated;

[0157] Based on the results of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in the preset indicator relationship library, the results of the second indicator corresponding to the person to be assessed are obtained.

[0158] Based on the results of the first indicator and the second indicator, the target assessment results for the personnel to be assessed are obtained.

[0159] The device embodiments described above are merely illustrative. The units described as separate components may or may not be physically separate, and 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 modules can be selected to achieve the purpose of this embodiment according to actual needs. Those skilled in the art can understand and implement this without any creative effort.

[0160] Through the above description of the embodiments, those skilled in the art can clearly understand that each embodiment can be implemented by means of software plus necessary general-purpose hardware platforms, and of course, it can also be implemented by hardware. Based on this understanding, the above technical solutions, in essence or the part that contributes to the prior art, can be embodied in the form of a software product. This computer software product can be stored in a computer-readable storage medium, such as ROM / RAM, magnetic disk, optical disk, etc., including several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute the methods of various embodiments or some parts of embodiments.

[0161] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, and not to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the spirit and scope of the technical solutions of the embodiments of the present invention.

Claims

1. A data processing method, characterized in that, include: Obtain the performance data of the personnel to be evaluated; the performance data includes the task volume within a preset time period and the actual completion volume within the time period. Based on the performance data, the result of the first indicator corresponding to the person to be assessed is calculated; Based on the results of at least one of the first indicators and the mapping relationship between the second and first indicators in a preset indicator relationship database, the result of the second indicator corresponding to the person to be assessed is obtained; the indicator relationship database is a database that pre-stores the identification information of each indicator and the mapping relationship between each indicator; the indicator relationship database pre-stores the identification information of the first indicator, the identification information of the second indicator, the identification information of the third indicator, the mapping relationship between the second and first indicators, and the mapping relationship between the third indicator and the second indicator; The mapping relationship is the operation rule; The steps for constructing the indicator relationship database include: defining the first indicator, the second indicator, and the third indicator to obtain attribute information corresponding to each indicator; the attribute information includes at least one of the following: hierarchy information and type information; obtaining an indicator definition database based on the attribute information and the identification information corresponding to each indicator; establishing a mapping relationship between the third indicator and the first indicator based on the attribute information of the first indicator and the third indicator in the indicator definition database; establishing a mapping relationship between the third indicator and the second indicator based on the attribute information of the third indicator and the second indicator in the indicator definition database; and establishing a mapping relationship between the second indicator and the first indicator based on the attribute information of the first indicator and the second indicator in the indicator definition database, the mapping relationship between the third indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator. Based on the results of the first indicator and the second indicator, the target assessment results for the personnel to be assessed are obtained.

2. The data processing method according to claim 1, characterized in that, The step of obtaining the result of the second indicator corresponding to the person to be assessed based on the result of at least one of the first indicators and the mapping relationship between the second indicator and the first indicator in a preset indicator relationship database includes: Based on the results of at least one of the first indicators and the mapping relationship between the third indicator and the first indicator in the indicator relationship database, the results of the third indicator corresponding to the person to be assessed are obtained. Based on the mapping relationship between the third indicator and the first indicator in the indicator relationship database, and the mapping relationship between the second indicator and the first indicator, the mapping relationship between the third indicator and the second indicator is obtained. Based on the results of at least one of the third indicators, and the mapping relationship between the third and second indicators, the results of the second indicator corresponding to the person to be assessed are obtained.

3. The data processing method according to claim 1, characterized in that, The hierarchical information includes a first level corresponding to business domain information, a second level corresponding to sales channel information, and a third level corresponding to product type; the type information includes at least one of the following: basic indicators, derived indicators, and composite derived indicators; the type information corresponding to the first indicator is a basic indicator; the type information corresponding to the second indicator is a derived indicator; and the type information corresponding to the third indicator is a composite derived indicator.

4. The data processing method according to any one of claims 1-3, characterized in that, The method further includes: The target assessment results corresponding to the personnel to be assessed are sent to the display interface of the sales system via the application programming interface (API). The user can perform a query on the display interface based on preset query criteria to obtain the target query results.

5. A data processing apparatus, characterized in that, include: The acquisition module is used to acquire the performance data of the personnel to be assessed; the performance data includes the amount of tasks within a preset time period and the actual amount completed within the time period. The processing module is used to calculate the result of the first indicator corresponding to the person to be assessed based on the performance data. Based on the results of at least one of the first indicators and the mapping relationship between the second and first indicators in a preset indicator relationship database, the result of the second indicator corresponding to the person to be assessed is obtained; the indicator relationship database is a database that pre-stores the identification information of each indicator and the mapping relationship between each indicator; the indicator relationship database pre-stores the identification information of the first indicator, the identification information of the second indicator, the identification information of the third indicator, the mapping relationship between the second and first indicators, and the mapping relationship between the third indicator and the second indicator; The mapping relationship is the operation rule; The steps for constructing the indicator relationship database include: defining the first indicator, the second indicator, and the third indicator to obtain attribute information corresponding to each indicator; the attribute information includes at least one of the following: hierarchical information and type information; obtaining an indicator definition database based on the attribute information and the identification information corresponding to each indicator; establishing a mapping relationship between the third indicator and the first indicator based on the attribute information of the first indicator and the third indicator in the indicator definition database; establishing a mapping relationship between the third indicator and the second indicator based on the attribute information of the third indicator and the second indicator in the indicator definition database; establishing a mapping relationship between the second indicator and the first indicator based on the attribute information of the first indicator and the second indicator in the indicator definition database, the mapping relationship between the third indicator and the first indicator, and the mapping relationship between the third indicator and the second indicator; and obtaining the target assessment result corresponding to the person to be assessed based on the result of the first indicator and the result of the second indicator.

6. 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 processor executes the program, it implements the data processing method as described in any one of claims 1 to 4.

7. A non-transitory computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is executed by a processor, it implements the data processing method as described in any one of claims 1 to 4.

8. A computer program product, comprising a computer program, characterized in that, When the computer program is executed by a processor, it implements the data processing method as described in any one of claims 1 to 4.

Citation Information

Patent Citations

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    CN115545516A