Customer relationship management method and system

Abstract

The invention belongs to the field of management systems, and particularly relates to a customer relationship management method and system. Comprising the following steps: S1, sending a request to a server side; s2, the server side queries the requested original customer information; s3, performing doping processing on the original customer information to form doped customer information; s4, generating a graphic key; s5, returning the graphic key and the doped customer information to the client; s6, setting a display container by a display of the client, and loading the graphic key by the display container; s7, the doped customer information is displayed, the customer information is loaded on the lower layer of the graphic key in a visual graphic mode, and the real customer information is displayed on a screen from the hollowed-out position of the graphic key; and S8, the user reads real data from the screen. According to the method, the crawler program can timely obtain the error content after the related information is doped, so that the credibility of the crawled data is reduced, and the processing difficulty after the data is stolen is improved.

Description

Technical Field

[0001] The present invention belongs to the field of management systems, and in particular relates to a customer relationship management method and system. Background Art

[0002] The management system used to store customer relationships is an important infrastructure for the normal operation of a company. It is usually used to store customer information, such as customer needs, customer business details, relationships with upstream and downstream dealers, sales staff matching service relationships and other important information. However, due to the iterative advancement of technology, crawler technology has become very popular, making the data in these management systems at risk of leakage. Therefore, such systems that store important information also need to be continuously iterated and upgraded.

[0003] The general principle of a crawler program is to intercept the source code of a web page and parse the content information to be loaded into the browser from the intercepted source code of the web page. Although current front-end technology usually displays customer relationships in the form of visual charts, especially information such as upstream and downstream dealer relationships, and the matching relationship between customers and sales personnel, the relationships can be clearly understood through such block diagrams and connections. However, these visual charts are also formed on the browser side through plain text information data returned from the server side, which makes it easier for crawlers to obtain real data, resulting in information leakage. Summary of the invention

[0004] In order to solve the problems existing in the above-mentioned prior art, the present invention provides a customer relationship management method and system, which can be mixed with the customer information to be displayed, so that the crawler program that crawls data by obtaining the source code of the web page cannot obtain the real data, making the crawled data difficult to process and use, thereby improving information security.

[0005] The specific technical solution adopted by the present invention is:

[0006] A customer relationship management method comprises the following steps:

[0007] S1. The client sends a request to query customer information to the server;

[0008] S2. The server queries the requested original customer information;

[0009] S3. The original customer information queried is doped through the doping module to form doped customer information;

[0010] S4. The doped customer information is pre-generated into a visual graphic through the graphic key making module, and a graphic key having a hollow pattern is made according to the pre-generated visual graphic;

[0011] S5. Return the graphic key and the doped customer information to the client;

[0012] S6. The display setting of the client terminal displays the container, and the display container loads the graphic key;

[0013] S7. After the graphic key is loaded, the display container displays the doped customer information, wherein the customer information is loaded in the lower layer of the graphic key in a visual graphic manner, that is, the visualized graphic of the doped part of the customer information is blocked by the non-hollowed part of the graphic key, and the real customer information is displayed on the screen from the hollowed-out part of the graphic key;

[0014] S8. The user reads the real data from the screen.

[0015] The doping method is:

[0016] If it is the related information of upstream and downstream distributors, several false upstream and downstream distributor information entries will be randomly added and recorded, mixed in the original related information of upstream and downstream distributors;

[0017] If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed in with the original salesperson matching service information.

[0018] The method for generating the graphic key is:

[0019] S41. Using a web front-end algorithm, generating a visualization graphic based on the doped customer information, wherein the visualization graphic is consistent with the visualization graphic displayed in the client;

[0020] S42. According to the information of the false information item added during the doping process, locate the graphics and leads of the false information item in the visualization graphic, and generate a mask area image according to the coordinate information of the graphics and leads in the visualization graphic interface;

[0021] S43. After adjusting the mask area, a graphic key is formed.

[0022] The graphic key includes a graphic part, i.e., a mask area picture after posture adjustment; and a key part, i.e., a rotation angle of the mask area picture relative to the origin of the visualized graphic after posture adjustment;

[0023] The method for generating the mask area image after the posture adjustment is to use the upper left corner of the visualized graphic in the display container as the origin, rotate the mask area clockwise or counterclockwise by a random angle so that the mask area is offset from the original position and does not rotate out of the display container range, and use the container frame as the boundary of the rotated mask area to generate a bitmap format file including the mask area;

[0024] The secret key is the recorded rotation angle of the mask area relative to the origin of the display container.

[0025] The graphic key is provided with at least one group.

[0026] A system of the customer relationship management method, comprising:

[0027] The client is used to send a request message, wherein the request message includes a query request for customer information;

[0028] The server is used to receive the request information, query and return the requested customer information according to the request information;

[0029] A doping module, running on the server, is used to add the queried customer information to the doped information to generate doped customer information;

[0030] The graphic key production module runs on the server and is used to pre-generate the doped customer information into a visual graphic, and generate a graphic key according to the generated visual graphic. The graphic key is returned to the client along with the doped customer information;

[0031] The display is set on the client side and is used to set the display container and load the graphic key and the visual graphics generated by doping with customer information.

[0032] The beneficial effects of the present invention are:

[0033] The present invention generates visual graphics by doping customer information. Since the customer information before the visual graphics are generated has been doped, the crawler program can obtain relevant information in time. However, there are erroneous contents after doping, which reduces the credibility of the crawled data and increases the difficulty of processing the data after it is stolen. Similarly, since the client of the present invention is also suitable for generating visual graphics by doping customer information, a graphic key is used to mask the erroneous contents after doping, so that the content displayed on the screen is in the correct state, which is convenient for legitimate users of the client to use. BRIEF DESCRIPTION OF THE DRAWINGS

[0034] Figure 1 It is a schematic diagram of the process of the present invention;

[0035] Figure 2 It is a flowchart of the method for generating a graphic key;

[0036] Figure 3 A schematic diagram of a visualization graph of the present invention; DETAILED DESCRIPTION

[0037] The present invention will be further described below in conjunction with the accompanying drawings and specific embodiments:

[0038] Specific implementation examples Figure 1 As shown, the present invention is a customer relationship management method, comprising the following steps:

[0039] S1. The client sends a request to query customer information to the server;

[0040] S2. The server queries the requested original customer information;

[0041] S3. The original customer information queried is doped through the doping module to form doped customer information;

[0042] S4. The doped customer information is pre-generated into a visual graphic through the graphic key making module, and a graphic key having a hollow pattern is made according to the pre-generated visual graphic;

[0043] S5. Return the graphic key and the doped customer information to the client;

[0044] S6. The display setting of the client terminal displays the container, and the display container loads the graphic key;

[0045] S7. After the graphic key is loaded, the display container displays the doped customer information, wherein the customer information is loaded in the lower layer of the graphic key in a visual graphic manner, that is, the visualized graphic of the doped part of the customer information is blocked by the non-hollowed part of the graphic key, and the real customer information is displayed on the screen from the hollowed-out part of the graphic key;

[0046] S8. The user reads the real data from the screen.

[0047] When the method of the present invention is executed, a request is sent through the client, and the server responds to the request. Finally, after the above steps, the processed mixed customer information and graphic key are sent from the server, wherein the graphic key is in a bitmap format. In view of the disadvantage that general crawler programs cannot independently process graphic files, the difficulty of data theft is increased, the credibility of the data crawled by the crawler program is reduced, and the difficulty of using the data is increased.

[0048] The client of the present invention displays the graphically mixed customer information to the human user through a display through a graphic key, and leaves the correct information by masking the graphic key, thereby ensuring that the legitimate human user can read the correct information.

[0049] Specifically, Figure 3 As shown, the doping method of the present invention is:

[0050] If it is the related information of upstream and downstream distributors, several false upstream and downstream distributor information entries will be randomly added and recorded, mixed in the original related information of upstream and downstream distributors;

[0051] If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed in with the original salesperson matching service information.

[0052] Taking the related information of upstream and downstream distributors as an example, the false information of "BB Company" is added to the upstream distributor array, and the specific key value information of BB Company is randomly supplemented, such as "Supply: XXX". The data obtained by the crawler will intercept the false information including "BB Company".

[0053] Further, such as Figure 2 As shown, the method for generating the graphic key is:

[0054] S41. Using a web front-end algorithm, generating a visualization graphic based on the doped customer information, wherein the visualization graphic is consistent with the visualization graphic displayed in the client;

[0055] S42. According to the information of the false information item added during the doping process, locate the graphics and leads of the false information item in the visualization graphic, and generate a mask area image according to the coordinate information of the graphics and leads in the visualization graphic interface;

[0056] S43. After adjusting the mask area, a graphic key is formed.

[0057] On the server side, by setting the same algorithm as the web front end, the customer information mixed with "BB Company" information is graphically displayed, such as Figure 3 As shown, and generate the following information wrapped around the BB company information box: Figure 3 The mask area is processed to obtain the graphic key.

[0058] Furthermore, the graphic key includes a graphic part, that is, a mask area picture after posture adjustment; and a key part, that is, a rotation angle of the mask area picture relative to the origin of the visualized graphic after posture adjustment;

[0059] The method for generating the mask area image after the posture adjustment is to use the upper left corner of the visualized graphic in the display container as the origin, rotate the mask area clockwise or counterclockwise by a random angle so that the mask area is offset from the original position and does not rotate out of the display container range, and use the container frame as the boundary of the rotated mask area to generate a bitmap format file including the mask area, wherein the bitmap format is preferably a lossless compressed PNG format;

[0060] The secret key is the recorded rotation angle of the mask area relative to the origin of the display container.

[0061] like Figure 3 As shown, the mask area after posture adjustment at the lower side of the figure is the rotated mask area; at the same time, the rotation angle is recorded. When the client receives the mask area image, it is reversed according to the recorded rotation angle so that the mask area covers the BB company information box again, wherein the mask area in the mask area image is an opaque area, and other blank areas are transparent and reveal the information of the underlying layer.

[0062] Furthermore, the graphic key is provided with at least one group, and multiple false information similar to "BB Company" can be provided, and multiple graphic keys are provided accordingly, thereby further increasing the doping amount and increasing the difficulty of processing after data theft.

[0063] The present invention also discloses a system for the customer relationship management method, comprising:

[0064] The client is used to send a request message, wherein the request message includes a query request for customer information;

[0065] The server is used to receive the request information, query and return the requested customer information according to the request information;

[0066] A doping module, running on the server, is used to add the queried customer information to the doped information to generate doped customer information;

[0067] The graphic key production module runs on the server and is used to pre-generate the doped customer information into a visual graphic, and generate a graphic key according to the generated visual graphic. The graphic key is returned to the client along with the doped customer information;

[0068] The display is set on the client side and is used to set the display container and load the graphic key and the visual graphics generated by doping with customer information.

Claims

1. A customer relationship management method, characterized in that: The following steps are included: S1. The client sends a request to query customer information to the server; S2. The server queries the requested original customer information; S3. The original customer information queried is doped through the doping module to form doped customer information; S4. The doped customer information is pre-generated into a visual graphic through the graphic key making module, and a graphic key having a hollow pattern is made according to the pre-generated visual graphic; S5. Return the graphic key and the doped customer information to the client; S6. The display setting of the client terminal displays the container, and the display container loads the graphic key; S7. After the graphic key is loaded, the display container displays the doped customer information, wherein the customer information is loaded in the lower layer of the graphic key in a visual graphic manner, that is, the visualized graphic of the doped part of the customer information is blocked by the non-hollowed part of the graphic key, and the real customer information is displayed on the screen from the hollowed-out part of the graphic key; S8. The user reads the real data from the screen.

2. A customer relationship management method according to claim 1, characterized in that: The doping method is: If it is the related information of upstream and downstream distributors, several false upstream and downstream distributor information entries will be randomly added and recorded, mixed in the original related information of upstream and downstream distributors; If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed in with the original salesperson matching service information.

3. A customer relationship management method according to claim 1, characterized in that: The method for generating the graphic key is: S41. Using a web front-end algorithm, generating a visualization graphic based on the doped customer information, wherein the visualization graphic is consistent with the visualization graphic displayed in the client; S42. According to the information of the false information item added during the doping process, locate the graphics and leads of the false information item in the visualization graphic, and generate a mask area image according to the coordinate information of the graphics and leads in the visualization graphic interface; S43. After adjusting the mask area, a graphic key is formed.

4. A customer relationship management method according to claim 3, characterized in that: The graphic key includes a graphic part, i.e., a mask area picture after posture adjustment; and a key part, i.e., a rotation angle of the mask area picture relative to the origin of the visualized graphic after posture adjustment; The method for generating the mask area image after the posture adjustment is to use the upper left corner of the visualized graphic in the display container as the origin, rotate the mask area clockwise or counterclockwise by a random angle so that the mask area is offset from the original position and does not rotate out of the display container range, and use the container frame as the boundary of the rotated mask area to generate a bitmap format file including the mask area; The secret key is the recorded rotation angle of the mask area relative to the origin of the display container.

5. A customer relationship management method according to claim 1, characterized in that: The graphic key is provided with at least one group.

6. A system for implementing the customer relationship management method according to claim 1, characterized in that: include, The client is used to send a request message, wherein the request message includes a query request for customer information; The server is used to receive the request information, query and return the requested customer information according to the request information; A doping module, running on the server, is used to add the queried customer information to the doped information to generate doped customer information; The graphic key production module runs on the server and is used to pre-generate the doped customer information into a visual graphic, and generate a graphic key according to the generated visual graphic. The graphic key is returned to the client along with the doped customer information; The display is set on the client side and is used to set the display container and load the graphic key and the visual graphics generated by doping with customer information.

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