Customer relationship management method and system
By generating doped customer information in the customer relationship management system and using graphic keys to cover up the real information, the problem of crawler programs easily obtaining data is solved, and information security is improved.
Patent Information
- Application Number
- CN202411546377.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-01
- Publication Date
- 2025-08-29
- Estimated Expiration
- 2044-11-01
AI Technical Summary
The existing customer relationship management system uses plain text information transmission, so crawler programs can easily obtain customer information, which poses a risk of data leakage.
By displaying doped customer information on the client and generating a graphic key, the doping module doped the original customer information on the server side, generating a visual graphics and creating a graphic key with a hollow pattern, displaying the doped customer information in a visual graphics manner, the real information is hidden in the hollow position of the graphic key, and the client display loads the graphic key and displays the doped information.
It improves the difficulty of crawler programs to obtain data, reduces the credibility of data, enables legitimate users to read information correctly, and enhances information security.
Smart Images

Figure CN119494107B_ABST
Abstract
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 of these management systems at risk of leakage. Therefore, 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. 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, these charts and connections can clearly understand the mutual relationships. However, these visual charts are also formed on the browser side through plaintext information data sent back by the server side. This 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 used to adulterate the customer information being displayed, so that the crawler program that crawls data by obtaining the source code of the web page cannot obtain real data, making the crawled data difficult to process and use, thereby improving information security.
[0005] The specific technical solution adopted in the present invention is:
[0006] A customer relationship management method comprises the following steps:
[0007] S1. The client sends a request to the server for customer information.
[0008] S2. The server queries the original customer information requested;
[0009] S3. The original customer information queried is doped by the doping module to form doped customer information;
[0010] S4. The graphic key production module pre-generates the customer information into a visual graphic, and produces a graphic key with a hollow pattern based on the pre-generated visual graphic;
[0011] S5. Return the graphic key and doped customer information to the client;
[0012] S6. The client's display is set to display the container, and the display container loads the graphic key;
[0013] S7. After the graphic key is loaded, the display container displays the adulterated customer information, where the customer information is loaded as a visual graphic under the graphic key. That is, the adulterated portion of the customer information is obscured by the non-hollowed portion of the graphic key, and the actual customer information is displayed on the screen through the hollowed portion 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 with the original upstream and downstream distributor related information;
[0017] If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed into the original salesperson matching service information.
[0018] The method for generating the graphic key is:
[0019] S41. Using a web front-end algorithm, a visualization is generated based on the doped customer information, wherein the visualization is consistent with the visualization displayed in the client;
[0020] S42. Locate the graphics and leads of the false information items in the visualization graphic according to the information of the false information items added during the doping process, 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 image after posture adjustment; and a key part, i.e., a rotation angle of the mask area image relative to the origin of the visual 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 visual graphic in the display container as the origin, rotate the visual graphic clockwise or counterclockwise by a random angle so that the mask area is offset from the original position but 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] At least one group of graphic keys is provided.
[0026] A system for 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 configured to receive the request information, query and return the requested customer information according to the request information;
[0029] The doping module runs on the server and is used to add the queried customer information to the doping information to generate doped customer information;
[0030] The graphic key production module runs on the server and is used to pre-generate the adulterated customer information into a visual graphic and generate a graphic key based on the generated visual graphic. The graphic key is returned to the client along with the adulterated customer information.
[0031] The display is set on the client 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 uses adulterated customer information to generate visual graphics. Since the customer information has been adulterated before the visual graphics are generated, the crawler program can obtain relevant information in a timely manner. However, there is also erroneous content after adulteration, 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 adulterating customer information, a graphic key is used to mask the erroneous content after adulteration, so that the content displayed on the screen is in a 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 This 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 with reference to 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 the server for customer information.
[0040] S2. The server queries the original customer information requested;
[0041] S3. The original customer information queried is doped by the doping module to form doped customer information;
[0042] S4. The graphic key production module pre-generates the customer information into a visual graphic, and produces a graphic key with a hollow pattern based on the pre-generated visual graphic;
[0043] S5. Return the graphic key and doped customer information to the client;
[0044] S6. The client's display is set to display the container, and the display container loads the graphic key;
[0045] S7. After the graphic key is loaded, the display container displays the adulterated customer information, where the customer information is loaded as a visual graphic under the graphic key. That is, the adulterated portion of the customer information is obscured by the non-hollowed portion of the graphic key, and the actual customer information is displayed on the screen through the hollowed portion 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 it with the graphic key, thereby ensuring that legitimate human users can read the correct information.
[0049] Specifically, such as 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 with the original upstream and downstream distributor related information;
[0051] If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed into 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, a visualization is generated based on the doped customer information, wherein the visualization is consistent with the visualization displayed in the client;
[0055] S42. Locate the graphics and leads of the false information items in the visualization graphic according to the information of the false information items added during the doping process, 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 containing the "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, i.e., a mask area image after posture adjustment; and a key part, i.e., a rotation angle of the mask area image relative to the origin of the visual 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 visual graphic in the display container as the origin, rotate the visual graphic clockwise or counterclockwise by a random angle so that the mask area is offset from its original position but does not rotate out of the display container, and use the container border as the boundary 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 in the figure, the mask area after posture adjustment on the lower side is the rotated mask area; the rotation angle is recorded at the same time. 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. The mask area in the mask area image is an opaque area, and the 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 configured to receive the request information, query and return the requested customer information according to the request information;
[0066] The doping module runs on the server and is used to add the queried customer information to the doping information to generate doped customer information;
[0067] The graphic key production module runs on the server and is used to pre-generate the adulterated customer information into a visual graphic and generate a graphic key based on the generated visual graphic. The graphic key is returned to the client along with the adulterated customer information.
[0068] The display is set on the client 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 by: The following steps are included: S1. The client sends a request to the server for customer information. S2. The server queries the original customer information requested; S3. The original customer information queried is doped by the doping module to form doped customer information; S4. The graphic key production module pre-generates the customer information into a visual graphic, and produces a graphic key with a hollow pattern based on the pre-generated visual graphic; S5. Return the graphic key and doped customer information to the client; S6. The client's display is set to display the container, and the display container loads the graphic key; S7. After the graphic key is loaded, the display container displays the adulterated customer information, where the customer information is loaded as a visual graphic under the graphic key. That is, the adulterated portion of the customer information is obscured by the non-hollowed portion of the graphic key, and the actual customer information is displayed on the screen through the hollowed portion of the graphic key. S8. The user reads the real data from the screen; The method for generating the graphic key is: S41. Using a web front-end algorithm, a visualization is generated based on the doped customer information, wherein the visualization is consistent with the visualization displayed in the client; S42. Locate the graphics and leads of the false information items in the visualization graphic according to the information of the false information items added during the doping process, 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; The graphic key includes a graphic part, i.e., a mask area image after posture adjustment; and a key part, i.e., a rotation angle of the mask area image relative to the origin of the visual 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 visual graphic in the display container as the origin, rotate the visual graphic clockwise or counterclockwise by a random angle so that the mask area is offset from the original position but 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.
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 with the original upstream and downstream distributor related information; If it is salesperson matching service information, several false salesperson information entries are randomly added and recorded, and mixed into the original salesperson matching service information.
3. A customer relationship management method according to claim 1, characterized in that: At least one group of graphic keys is provided.
4. 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 configured to receive the request information, query and return the requested customer information according to the request information; The doping module runs on the server and is used to add the queried customer information to the doping information to generate doped customer information; The graphic key production module runs on the server and is used to pre-generate the adulterated customer information into a visual graphic and generate a graphic key based on the generated visual graphic. The graphic key is returned to the client along with the adulterated customer information. The display is set on the client and is used to set the display container and load the graphic key and the visual graphics generated by doping with customer information.
Citation Information
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