Configuration flexible customization method and system for customer rights and interest cost control management

Abstract

The invention relates to the technical field of user rights and interests, and provides a configuration flexible customization method and system for customer rights and interests cost control management. The method comprises the following steps: obtaining an enterprise customer right presentation application; performing data mining according to the target customer, and establishing a cost control accounting constraint condition; checking the presentation application according to the constraint condition to obtain a checking result; if the result is not passed, the presentation application is optimized according to the accounting constraint and the product space; performing global cost control configuration according to the optimization application, and establishing a cost control management tree; and performing right management on the target customer according to the cost control management tree. According to the method and the device, the technical problem that cost control management is fragmented and lacks standardization and precision in the enterprise customer right presentation process is solved, and the technical effect of improving the accuracy and standardization level of customer right presentation management by establishing an optimization process based on the cost control accounting constraint condition is realized.

Description

Technical Field

[0001] The present application relates to the field of user rights and interests technology, and specifically to a configurable flexible customization method and system for customer rights and interests fee control management. Background Art

[0002] As enterprises pay more and more attention to customer relationship management and cost control, customer benefits gifting has become an important means to enhance customer loyalty and maintain corporate competitiveness. However, the traditional customer benefits gifting management has the following problems: First, the customer benefits gifting process is mostly fragmented management, and various gifting projects lack unified specifications and standards, resulting in low management efficiency; second, manual operations and decentralized management models increase the risk of errors and loopholes, making it difficult to achieve refined cost control; third, due to the diversity of customer types and the complexity of gifting content, the existing management system cannot flexibly respond to the needs of different business scenarios, resulting in the gifting rules and processes being inflexible and transparent, making it difficult to achieve precise management. Summary of the invention

[0003] This application aims to solve the technical problems of fragmented fee control management, lack of standardization and precision in the process of corporate customer benefit donation by providing a configurable flexible customization method and system for customer benefit fee control management.

[0004] In view of the above problems, the present application provides a configurable flexible customization method and system for customer rights and interests fee control management.

[0005] The first aspect disclosed in the present application provides a configurable flexible customization method for customer rights and interests fee control management, the method comprising: obtaining an enterprise's customer rights and interests gift application; performing data mining based on target customers corresponding to the customer rights and interests gift application, and establishing fee control accounting constraints; performing fee control accounting on the customer rights and interests gift application based on the fee control accounting constraints, and obtaining a rights and interests gift fee control accounting result; when the rights and interests gift fee control accounting result is not passed, optimizing the customer rights and interests gift application based on the fee control accounting constraints and the rights and interests gift product space, and obtaining an optimized rights and interests gift application; performing global fee control management configuration based on the optimized rights and interests gift application, and establishing a gift rights and interests fee control management tree; performing gift rights and interests fee control management on the target customers based on the gift rights and interests fee control management tree.

[0006] Another aspect disclosed in the present application provides a configurable flexible customization system for customer rights and interests fee control management, the system comprising: a gift application acquisition module: obtaining an enterprise's customer rights and interests gift application; a data mining module: performing data mining based on target customers corresponding to the customer rights and interests gift application, and establishing fee control accounting constraints; a fee control accounting module: performing fee control accounting on the customer rights and interests gift application based on the fee control accounting constraints, and obtaining a fee control accounting result for the rights and interests gift; a gift application optimization module: when the fee control accounting result for the rights and interests gift is not passed, optimizing the customer rights and interests gift application based on the fee control accounting constraints and the rights and interests gift product space, and obtaining an optimized rights and interests gift application; a fee control management configuration module: performing global fee control management configuration based on the optimized rights and interests gift application, and establishing a gift rights and interests fee control management tree; a fee control management module: performing gift rights and interests fee control management on the target customers based on the gift rights and interests fee control management tree.

[0007] One or more technical solutions provided in this application have at least the following technical effects or advantages: The above-mentioned configurable flexible customization method for customer rights and interests cost control management first obtains the company's customer rights and interests gift application, and conducts data mining based on the corresponding target customers, analyzes the customer's characteristics and needs, and then establishes cost control accounting constraints applicable to the customer; through these conditions, the customer's rights and interests gift application is subject to cost control accounting, thereby obtaining a preliminary accounting result; if the accounting result shows that it does not meet the standard, it will be optimized according to the preset cost control accounting constraints and the product space of the rights and interests gift, and the gift content and method will be adjusted to ensure that the cost is controlled within a reasonable range and avoid waste or excessive gifting of resources; based on the optimized application, global cost control management configuration is performed to form a gift rights and interests cost control management tree to help the company achieve comprehensive control over various customer rights and interests gifts; through this management tree, the company can achieve refined management of target customers, ensure that each gift complies with the prescribed cost control constraints, and flexibly respond to the needs of different customers and scenarios; the core effect of this process is to improve the management accuracy of customer rights and interests gifts, enhance flexibility, and achieve refined control and optimized configuration of costs, reduce management costs and improve resource utilization efficiency.

[0008] The above description is only an overview of the technical solution of the present application. In order to more clearly understand the technical means of the present application, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the present application more obvious and easy to understand, the specific implementation methods of the present application are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0009] In order to more clearly illustrate the technical solutions in the embodiments of the present invention, the following briefly introduces the drawings required for use in the description of the embodiments. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without creative work.

[0010] Figure 1 The figure is a flowchart of a configurable flexible customization method for customer equity fee control management in one embodiment.

[0011] Figure 2 This is a diagram of the configurable, flexible, and customized system architecture for customer equity fee control management in one embodiment.

[0012] Explanation of the accompanying drawings: gift application acquisition module 1, data mining module 2, fee control accounting module 3, gift application optimization module 4, fee control management configuration module 5, fee control management module 6. DETAILED DESCRIPTION

[0013] The embodiments of the present application solve the technical problems of fragmented fee control management, lack of standardization and precision in the process of giving away corporate customer benefits by providing a configurable flexible customization method and system for customer benefit fee control management.

[0014] The following will be combined with the drawings in the embodiments of the present application to clearly and completely describe the technical solutions in the embodiments of the present application. Obviously, the described embodiments are only part of the embodiments of the present application, rather than all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of this application.

[0015] It should be noted that the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions. For example, a process, method, system, product or server that includes a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or modules that are not explicitly listed or inherent to these processes, methods, products or devices.

[0016] Embodiment 1, as Figure 1 As shown, the present application provides a configurable flexible customization method for customer equity fee control management, the method comprising: Obtain the company's customer benefits gift application.

[0017] In an embodiment of the present application, when 4S stores, car dealers and other enterprises give benefits to customers, the system terminal will collect and obtain customer benefit gift applications from these enterprises, including gift items such as after-sales service, maintenance discounts, gifts for purchasing new cars, etc.

[0018] Data mining is performed based on the target customers corresponding to the customer benefit gift application to establish cost control and accounting constraints.

[0019] In one embodiment, the system terminal performs data mining operations based on the customer's application for gifting benefits, combined with the target customer's basic information and consumption records. That is, by analyzing the target customer's purchase history, purchase preferences, purchase frequency, etc., the target customer's value coefficient is comprehensively evaluated, and then the corresponding gift amount, expected rate of return, etc. are determined, thereby setting personalized cost control accounting constraints to ensure that the gift content meets the budget requirements and optimize resource allocation within the cost range.

[0020] Furthermore, the present application provides data mining based on the target customers corresponding to the customer benefit gift application, and establishes cost control accounting constraints, including: Obtain the basic customer information and customer consumption information of the target customer; evaluate the target customer based on the basic customer information and the customer consumption information to obtain a customer value coefficient; input the customer value coefficient into the equity gift fee control quota constraint table to obtain an equity gift fee control quota; set the equity gift expected rate of return based on the customer value coefficient; output the equity gift fee control quota and the equity gift expected rate of return as the fee control accounting constraint conditions.

[0021] Preferably, the system terminal first collects and obtains the target customer's basic information and customer consumption information, wherein the basic customer information includes the target customer's personal data, such as name, contact information, purchase history, membership level, etc., and the customer consumption information includes consumption behavior records, such as consumption amount, purchase frequency, purchase cycle, purchase preference, historical activity participation, etc. This information helps to fully understand the target customer's background and behavior habits; then, by evaluating and analyzing the customer's basic information and customer consumption information in multiple dimensions (such as consumption stickiness dimension, consumption capacity dimension, consumption influence dimension), and performing weighted calculation based on the evaluation price results, the customer value coefficient is obtained; then, the calculated customer value coefficient is input into a pre-set rights and interests gift fee control limit constraint table, which sets different gift limit limits based on different value coefficients. For example, high-value customers may receive higher The target customers will receive a gift quota of RMB 20,000, while low-value customers will receive a gift opportunity of a lower amount. In addition, the corresponding expected return rate for gifts is set according to the customer value coefficient of the target customers. This return rate usually depends on the long-term contribution of the target customers, which is obtained by dividing the total consumption amount by the purchase cycle and then multiplying it by the purchase frequency. The expected return rate for equity gifts is obtained by dividing the long-term contribution degree by the customer value coefficient and then multiplying it by the standard return rate. This standard return rate is the basic return rate set by the enterprise, which can be the industry average or the enterprise's financial goal. Then, the calculated gift fee control quota and expected return rate are output as fee control accounting constraints. This fee control accounting constraint will serve as the core management standard for subsequent equity gifts to ensure the financial rationality and budget control of the gift activities, and ensure that the gift behavior is in line with the overall strategic goals and budget arrangements of the enterprise.

[0022] Furthermore, the present application provides evaluating the target customer according to the customer basic information and the customer consumption information to obtain a customer value coefficient, including: The consumption stickiness of the enterprise is evaluated based on the customer consumption information to obtain the customer consumption stickiness coefficient; the consumption capacity of the enterprise is evaluated based on the customer basic information and the customer consumption information to obtain the customer consumption capacity coefficient; the consumption impact of the enterprise is evaluated based on the customer basic information and the customer consumption information to obtain the customer consumption impact coefficient; the customer consumption stickiness coefficient, the customer consumption capacity coefficient and the customer consumption impact coefficient are weighted according to the customer evaluation weight condition to generate the customer value coefficient.

[0023] Optionally, when evaluating the consumption stickiness dimension, the system terminal extracts the target customer's repurchase times, total purchase times, purchase cycle, and purchase frequency from the customer consumption information, and extracts the membership level from the customer's basic information, and calculates the ratio of the repurchase times to the total purchase times to obtain the target user's repurchase rate, and then performs a weighted summation of the repurchase rate with the purchase cycle, purchase frequency, and membership level to obtain the target customer's customer consumption stickiness coefficient, which reflects the target customer's brand loyalty and the possibility of long-term purchases; when evaluating the consumption capacity dimension, the system terminal extracts the target customer's total consumption amount, total purchase times, and high-end product proportion from the customer consumption information, and extracts the membership level from the customer's basic information, and calculates the ratio of the total consumption amount to the total purchase times to obtain the average consumption amount, and then performs a weighted calculation of the average consumption amount with the high-end product proportion and membership level to obtain the customer consumption capacity coefficient, which reflects the target customer's payment potential and purchasing power for high-end products; when evaluating the consumption influence dimension, the system terminal extracts the purchase cycle and total purchase times from the customer consumption information, and extracts the number of activity sharing times and consumption comment times from the customer's basic information, and calculates the number of activity sharing times The number of consumer comments is added to the number of consumer comments, and then the sum is divided by the purchase cycle to obtain the social activity. The consumer evaluation value is obtained by dividing the number of consumer comments by the total number of purchases. The social activity and the consumer evaluation value are weighted and summed to obtain the customer consumption influence coefficient, which reflects the potential influence of the target customer on the purchase behavior of other customers. After that, the system terminal performs weighted calculation on the customer consumption stickiness coefficient, the customer consumption capacity coefficient and the customer consumption influence coefficient according to the customer evaluation weight condition to generate the customer value coefficient. Among them, the customer evaluation weight condition is pre-set according to business needs. For example, a higher consumption stickiness coefficient weight (0.5) is set, because loyalty and repurchase rate are directly related to the long-term profitability of the enterprise, a moderate consumption capacity coefficient weight (0.3) is set, because customers with high consumption capacity can bring higher single income, and a briefing consumption influence coefficient weight (0.2) is set. However, for customers with great social influence, their recommendations may bring more potential customers. Through the above process, the comprehensive value of the target customer can be scientifically evaluated based on the consumption behavior and basic information of the target customer, providing an important basis for subsequent rights and interests, marketing strategies and customer management decisions.

[0024] Perform cost control calculation on the customer's benefit gift application according to the cost control calculation constraint condition to obtain a benefit gift cost control calculation result.

[0025] In one embodiment, the system terminal performs detailed accounting of the rights and interests gift applications submitted by the target customers according to the set cost control accounting constraints. First, a rights and interests gift cost account view is constructed based on the target customers' rights and interests gift applications, which helps to clearly display the various rights and interests gifted to the customers and their corresponding costs, and calculate the gift costs to obtain the total value of the rights and interests gift costs, that is, the overall capital investment required for this gift; then, the total value of the rights and interests gift costs and the predicted rate of return on the rights and interests gift are separately subjected to cost control accounting, and the accounting results are summarized to generate the final rights and interests gift cost control accounting results; based on this accounting result, it is possible to understand whether the rights and interests gift is in line with the budget and determine whether the gift content needs to be adjusted or optimized, thereby ensuring that costs are controlled within a reasonable range and maximizing customer returns.

[0026] Furthermore, the present application provides for performing fee control calculation on the customer's benefit gift application according to the fee control calculation constraint condition, and obtaining the benefit gift fee control calculation result, including: According to the customer's rights and interests donation application, construct a rights and interests donation cost account view; according to the rights and interests donation cost account view, calculate the total value of the rights and interests donation cost; according to the customer's rights and interests donation application, predict the rate of return of the enterprise and obtain the predicted rate of return of the rights and interests donation; determine whether the total value of the rights and interests donation cost exceeds the cost control limit of the rights and interests donation, and generate a first result of the cost control accounting; determine whether the predicted rate of return of the rights and interests donation meets the expected rate of return of the rights and interests donation, and obtain a second result of the cost control accounting; according to the first result of the cost control accounting and the second result of the cost control accounting, output the cost control accounting result of the rights and interests donation.

[0027] Optionally, the system terminal summarizes all gift items (such as gifts, coupons, services, etc.) according to the customer's rights and interests gift application, and calculates the cost of each gift, and then corresponds the gift items with the gift costs to form a clear rights and interests gift cost account view, which is convenient for subsequent calculations and monitoring; after completing the rights and interests gift cost account view, the system terminal accumulates each gift cost in the rights and interests gift cost account view to calculate the total value of the rights and interests gift cost; then, the customer's rights and interests gift application is input into the pre-built return prediction model to predict the return amount, and then the prediction result is calculated by ratio with the total value of the rights and interests gift cost to obtain the predicted rate of return on the rights and interests gift; then, the total value of the rights and interests gift cost is compared with the rights and interests gift fee control quota to determine whether the total value of the rights and interests gift cost exceeds the budget. If the rights and interests gift cost exceeds the budget, the system terminal calculates the total value of the rights and interests gift cost. If this total value is greater than the expense control quota for equity gifting, the first expense control accounting result generated is failure, otherwise it is passed; compare the predicted rate of return on equity gifting with the expected rate of return on equity gifting to determine whether the predicted rate of return on equity gifting meets the expected rate of return; if the predicted rate of return on equity gifting is greater than or equal to the expected rate of return on equity gifting, the second expense control accounting result generated is passed, otherwise it is failed; then, the first expense control accounting result and the second expense control accounting result are combined to comprehensively output the expense control accounting result for equity gifting; if both results are passed, the overall accounting result is passed, that is, the gift can be executed; if any result is failed, the gift application cannot be passed and needs to be adjusted; this process ensures that the customer's capital investment in equity gifting matches the expected return and is in line with the company's budget and strategic goals.

[0028] For the return prediction model, the system terminal collects historical customer rights and interests gift application sets and historical subsequent consumption amount sets, and divides these sets into training sets and validation sets. The constructed initial return prediction model is trained through the training set, and the validation set is used to verify after the training to evaluate the performance of the model; among them, the initial return prediction model can be constructed based on multi-layer perceptron (MLP), deep neural network, decision tree, etc. Taking the MLP model as an example, an initial return prediction model structure is constructed using MLP, including input layer, output layer, fully connected layer, hidden layer, etc., and then the weights of the initial return prediction model are initialized using random numbers, etc., and the training set is input into the initialized return prediction model for forward propagation. Through the input layer, hidden layer, fully connected layer , output layer, etc., and calculate the results including the predicted return amount; then, use the mean square error (MSE) loss function to calculate the loss value between the predicted result and the actual data, and calculate the gradient of the loss to the weight of each layer layer by back propagation, and then use the Adam optimizer to optimize the model parameters and adjust the weights to minimize the value of the loss function; repeat the above process until the maximum number of iterations is reached; after the training, use the validation set to test the model performance and evaluate the accuracy of the model in the return amount prediction task. If the accuracy meets the expected expectations, the current initial return prediction model is output as the final return prediction model. Otherwise, adjust the hyperparameters such as the learning rate and the number of training batches to further improve the prediction effect of the return prediction model.

[0029] When the cost control calculation result of the benefit gift is not passed, the customer benefit gift application is optimized according to the cost control calculation constraint conditions and the benefit gift product space to obtain an optimized benefit gift application.

[0030] In one embodiment, when the system terminal detects that the cost control calculation result of the customer's equity gift is not passed, the original gift application will be optimized and adjusted based on the cost control calculation constraints and the equity gift product space. Specifically, the system terminal will first analyze the reasons for the failure, for example, the gift cost exceeds the cost control limit or the rate of return is lower than the expected value; then, adjustments will be made based on multiple gift options in the equity gift product space, such as in-store boutiques, in-store maintenance products, in-store repair and maintenance coupons, in-store labor time coupons, in-store vouchers, etc.; the system terminal selects from the equity gift product space that is suitable for the current customer needs and has a lower cost than the current The products in the customer benefit gift application are replaced with products of lower value, for example, in-store maintenance products are used to replace high-cost in-store boutiques; if the current gift amount exceeds the budget, the gift quantity or gift amount will be appropriately reduced, for example, the amount of vouchers will be reduced or the number of gifted products will be reduced; then, the cost control accounting will be recalculated for the optimized customer benefit gift application to ensure that the optimized application meets the accounting conditions in terms of cost and return rate; through the above steps, the system terminal generates an optimized benefit gift application so that it can meet the customer benefit gift needs and improve the return expectations while meeting the cost control accounting constraints.

[0031] Perform global fee control management configuration based on the optimization benefit gift application and establish a gift benefit fee control management tree.

[0032] In one embodiment, after optimizing the application for gifting rights, the system terminal performs a global cost control management configuration on the application for gifting rights to ensure that the gifting behavior complies with budget control and management requirements; specifically, the system terminal determines the nodes of the cost control management tree based on the optimized gifting application, and each node represents a key link in the gifting process, such as application node, accounting node, approval node, execution node, tracking node, etc.; then, specific management rules and constraints are set for each node. For example, the rules of the accounting node may include cost control accounting constraints, and the approval node may perform authority management and approval process according to the authority of the department; after the cost control management configuration of all nodes is completed, a gifting rights cost control management tree is constructed to ensure that each node is linked in sequence in the gifting process. For example, only if the accounting node passes the budget review can it enter the approval node for approval, and only after the approval is passed can it enter the execution node for actual gifting; through these steps, effective control and management of the entire gifting process can be achieved to ensure that all gifting activities are within the budget and ultimately achieve the expected return effect.

[0033] Furthermore, the present application provides a global fee control management configuration based on the optimization benefit gift application, and establishes a gift benefit fee control management tree, including: Obtain a global fee control management multi-node, wherein the global fee control management multi-node includes a rights donation application node, a rights donation accounting node, a rights donation approval node, a rights donation execution node and a rights donation tracking node; construct a fee control management node tree according to the global fee control management multi-node; perform multi-node fee control management configuration on the optimized rights donation application based on the global fee control management multi-node, and obtain the fee control management configuration result of each node; perform configuration feature compensation on the fee control management node tree according to the fee control management configuration result of each node, and generate the gifted rights fee control management tree.

[0034] Preferably, the system terminal first obtains a plurality of key nodes of pre-defined global cost control management, which represent each key link in the process of customer benefit gifting, and the specific nodes include benefit gifting application node, benefit gifting accounting node, benefit gifting approval node, benefit gifting execution node and benefit gifting tracking node, wherein the benefit gifting application node is used for the customer to submit the benefit gifting application and transmit the relevant information of the application (such as gifting project, gifting amount, customer information, etc.), the benefit gifting accounting node is used to perform financial accounting on the gifting application, ensure that the gifting cost is within the predetermined budget range, and evaluate the economic feasibility of the gifting, the benefit gifting approval node is used to approve based on the accounting results, and the management reviews whether to approve the gifting application, which involves the allocation of approval authority and the approval process, the benefit gifting execution node is used to execute the gifting application after approval, and actually issue the gifting benefits to the customer, the benefit gifting tracking node is used to track the customer behavior after the gifting, collect the customer's subsequent consumption data and feedback, and evaluate the gifting effect; after determining multiple management nodes, the system terminal organizes these nodes into a cost control management node tree according to the logical relationship, and the structure of the tree helps to clearly show how each link is related to each other, and the benefit gifting application node is used as the processing node of the cost control management node tree. The node is the starting point of the tree, marking the beginning of the customer benefit gifting process. The benefit gifting accounting node depends on the result of the application node and is used to calculate the gifting cost. The benefit gifting approval node approves according to the result of the accounting node to ensure that the budget and management requirements meet the regulations. The benefit gifting execution node and the benefit gifting tracking node are executed in sequence after approval to ensure that the gifting activity is carried out as planned and track the subsequent effects. Subsequently, according to the optimized gifting application, the system terminal configures the specific management rules and constraints of each node. This process includes configuring the application node rules, configuring the accounting node rules, configuring the approval node rules, configuring the execution node rules, and configuring the tracking node rules. Through these rule configurations, the cost control management configuration results of each node can be obtained to help managers to accurately control each link of the gifting activity. After obtaining the configuration results of each node, the system terminal performs the final configuration feature compensation for the entire cost control management node tree, that is, embeds the cost control management configuration results of each node into the corresponding node to ensure smooth connection between nodes, thereby generating a complete gifting benefit cost control management tree. This tree structure ensures that the entire process from customer application to gifting execution to effect tracking can be effectively controlled within the scope of rules and budgets.

[0035] Further, the present application provides a method for performing multi-node fee control management configuration on the optimization benefit donation application based on the global fee control management multi-node, and obtaining the fee control management configuration result of each node, including: The optimized benefit donation application is used as the application node fee control management configuration result corresponding to the benefit donation application node; the fee control accounting constraint condition is used as the accounting node fee control management configuration result corresponding to the benefit donation accounting node; the approval process of the optimized benefit donation application is formulated according to the benefit donation approval node, and the approval node fee control management configuration result is generated; the execution parameters of the optimized benefit donation application are configured according to the benefit donation execution node, and the execution node fee control management configuration result is generated; the tracking factors of the optimized benefit donation application are configured according to the benefit donation tracking node, and the tracking node fee control management configuration result is generated; the application node fee control management configuration result, the accounting node fee control management configuration result, the approval node fee control management configuration result, the execution node fee control management configuration result and the tracking node fee control management configuration result are added to the fee control management configuration results of each node.

[0036] Optionally, based on the optimized rights and interests gift application, the system terminal configures and manages the rights and interests gift application node and sets the corresponding processing flow, including defining the conditions that customers need to meet when submitting rights and interests gift applications (such as customer level), setting preliminary rules for approval flow (such as manager approval, financial review), and judging the compliance of gifted products (such as the gift content and amount comply with corporate policies). These configuration results will constitute the cost control management configuration results of the application node, that is, the standards and rules for processing applications at this node; the rights and interests gift accounting node will be configured based on the set cost control accounting constraints. The configuration of the accounting node mainly involves the calculation and verification of the gift cost to ensure that the gift cost does not exceed the budget. These configurations will constitute the cost control management configuration results of the accounting node to ensure that the accounting results meet the budget requirements and return targets; after the optimized gift application passes the accounting, it enters the approval node. This node configuration will ensure the compliance and authorization procedures of the gift application, including allocating approval authority to different roles (such as store manager, finance, general manager, etc.), setting specific approval processes (such as multi-level approval, financial review, etc.). ), set approval standards (such as gift amount limit, return expectation, etc.), these settings will constitute the cost control management configuration results of the approval node, ensuring that the approval process is efficient, compliant and flexible; after approval, enter the execution node. The configuration of this node mainly involves the actual execution of the gift, including defining the conditions for gift distribution (such as gift variety, quantity, customer acceptance method, etc.), resource allocation (such as inventory management, allocation and delivery of gift products, etc.), these settings will form the cost control management configuration results of the execution node, ensuring that the execution of the gift is efficient, accurate and in line with the budget; after the gift is executed, enter the tracking node. The purpose of the configuration of this node is to monitor and analyze the effect of the gift activity, including tracking data collection, defining tracking indicators, and effect evaluation. These configuration results will constitute the cost control management configuration results of the tracking node, ensuring that the gift effect can be monitored and analyzed in real time; finally, the cost control management configuration results of the above nodes are summarized and added to the corresponding cost control management configuration results of each node as an operating guide for the company's gift activities to ensure the smooth execution of the entire process.

[0037] Furthermore, the present application provides a method for configuring a tracking factor for the optimized equity donation application according to the equity donation tracking node, and generating a tracking node fee control management configuration result, including: According to the equity donation tracking node and the optimized equity donation application, tracking events are retrieved to obtain an equity donation tracking event set; according to the equity donation tracking event set, feature recognition is performed to obtain multiple equity donation tracking indicators; based on the multiple equity donation tracking indicators, confidence evaluation is performed to obtain multiple tracking indicator confidence coefficients; based on the multiple tracking indicator confidence coefficients, the multiple equity donation tracking indicators are screened according to tracking indicator confidence constraints to obtain multiple equity donation tracking factors; the multiple equity donation tracking factors are added to the tracking node fee control management configuration result.

[0038] Optionally, after the gifting is completed, the rights gifting tracking node is entered. At this time, the system terminal retrieves tracking events based on the optimized gifting application and related customer behavior information, including all subsequent customer behaviors and feedback data related to the gifting, such as records of customers using gifted rights, subsequent consumption records, customer feedback information, repurchase data, etc. These retrieved tracking events will serve as the basis for subsequent analysis and evaluation, and constitute a rights gifting tracking event set; then, based on the rights gifting tracking event set, the system terminal performs feature recognition, that is, extracts indicators that can effectively evaluate the gifting effect from these events. In this process, the system terminal analyzes the behavioral characteristics of the target customers in the rights gifting tracking event set after using the gifted rights, such as purchase frequency, consumption amount, repurchase cycle, etc., and then identifies important indicators related to the gifting effect based on the customer behavior characteristics, such as customer activity, consumption growth rate, customer retention rate, customer satisfaction, etc., and extracts multiple rights gifting tracking indicators from these behavioral characteristics, such as consumption growth rate, return rate, customer retention rate, etc.; after feature recognition , the system terminal conducts confidence evaluation on each tracking indicator. The confidence evaluation is to evaluate the reliability of each tracking indicator in predicting the gift effect. Usually, statistical analysis, regression model or machine learning model is used to predict the importance and credibility of each indicator based on historical data, so as to obtain the tracking indicator confidence coefficient of each equity gift tracking indicator. For example, according to the prediction result output by the indicator confidence prediction model, a confidence coefficient is assigned to each tracking indicator to reflect the contribution of the indicator to the final result. The construction process of this indicator confidence prediction model is the same as the above; then, according to the obtained multiple tracking indicator confidence coefficients and the set tracking indicator confidence constraints, the system terminal selects the most representative and influential tracking indicators, that is, indicators greater than or equal to the constraint, so as to obtain multiple equity gift tracking factors; finally, the selected multiple equity gift tracking factors are added to the tracking node fee control management configuration results. This process will ensure that the subsequent gift effect tracking and analysis are based on high-confidence key indicators, helping enterprises to accurately evaluate the effect of gift activities.

[0039] The gift benefit fee control management is performed on the target customer according to the gift benefit fee control management tree.

[0040] In one embodiment, based on the established gift rights fee control management tree, the system terminal comprehensively manages and controls the gift rights of target customers. The management process includes the management of application execution nodes, fee control management of accounting nodes, approval of approval nodes, implementation of execution nodes, and effect monitoring of tracking nodes. Through the above steps, the system terminal can strictly and systematically manage and control the gift rights of target customers based on the gift rights fee control management tree to ensure that the gift activities are in line with the budget and achieve the expected returns, and conduct real-time monitoring and adjustments during the implementation process to optimize the overall business effect.

[0041] In summary, the embodiments of the present application have at least the following technical effects: The embodiment of the present application conducts data mining on the application for gifting of customer benefits, establishes cost control and accounting constraints, and calculates the gifting application based on these conditions to generate cost control and accounting results; when the accounting results do not meet the conditions, the gifting application is optimized based on the cost control constraints and the gifting product space; the optimized application will be configured for global cost control management, and a gifting benefit cost control management tree will be constructed, covering multiple management nodes, such as the application for gifting benefits, accounting, approval, execution and tracking nodes, and the gifting will be accurately managed accordingly; through the configuration and management of each node, it is ensured that the gifting activity is efficiently executed within the budget and expected return range; further, through the analysis of the gifting tracking node, combined with tracking event retrieval, feature recognition and confidence evaluation, the most effective tracking factor is screened out to provide data support and optimization basis for subsequent gifting activities. These technical effects jointly solve the technical problems of fragmented cost control management, lack of standardization and precision in the process of corporate customer benefits gifting, and achieve the technical effect of improving the accuracy and standardization level of customer benefits gifting management by establishing an optimization process based on cost control and accounting constraints.

[0042] Embodiment 2 is based on the same inventive concept as the configurable flexible customization method for customer equity fee control management in the above embodiment. Figure 2As shown, the present application provides a configurable flexible customization system for customer rights and interests fee control management, and the system includes: a gift application acquisition module 1: obtaining the enterprise's customer rights and interests gift application; a data mining module 2: performing data mining according to the target customers corresponding to the customer rights and interests gift application, and establishing fee control accounting constraints; a fee control accounting module 3: performing fee control accounting on the customer rights and interests gift application according to the fee control accounting constraints, and obtaining the rights and interests gift fee control accounting results; a gift application optimization module 4: when the fee control accounting result of the rights and interests gift is not passed, the customer rights and interests gift application is optimized according to the fee control accounting constraints and the rights and interests gift product space, and an optimized rights and interests gift application is obtained; a fee control management configuration module 5: performing global fee control management configuration according to the optimized rights and interests gift application, and establishing a gift rights and interests fee control management tree; a fee control management module 6: performing gift rights and interests fee control management on the target customers according to the gift rights and interests fee control management tree.

[0043] Furthermore, the data mining module 2 is also used to perform the following method: Obtain the basic customer information and customer consumption information of the target customer; evaluate the target customer based on the basic customer information and the customer consumption information to obtain a customer value coefficient; input the customer value coefficient into the equity gift fee control quota constraint table to obtain an equity gift fee control quota; set the equity gift expected rate of return based on the customer value coefficient; output the equity gift fee control quota and the equity gift expected rate of return as the fee control accounting constraint conditions.

[0044] Furthermore, the data mining module 2 is also used to perform the following method: The consumption stickiness of the enterprise is evaluated based on the customer consumption information to obtain the customer consumption stickiness coefficient; the consumption capacity of the enterprise is evaluated based on the customer basic information and the customer consumption information to obtain the customer consumption capacity coefficient; the consumption impact of the enterprise is evaluated based on the customer basic information and the customer consumption information to obtain the customer consumption impact coefficient; the customer consumption stickiness coefficient, the customer consumption capacity coefficient and the customer consumption impact coefficient are weighted according to the customer evaluation weight condition to generate the customer value coefficient.

[0045] Furthermore, the fee control and accounting module 3 is also used to execute the following method: According to the customer's rights and interests donation application, construct a rights and interests donation cost account view; according to the rights and interests donation cost account view, calculate the total value of the rights and interests donation cost; according to the customer's rights and interests donation application, predict the rate of return of the enterprise and obtain the predicted rate of return of the rights and interests donation; determine whether the total value of the rights and interests donation cost exceeds the cost control limit of the rights and interests donation, and generate a first result of the cost control accounting; determine whether the predicted rate of return of the rights and interests donation meets the expected rate of return of the rights and interests donation, and obtain a second result of the cost control accounting; according to the first result of the cost control accounting and the second result of the cost control accounting, output the cost control accounting result of the rights and interests donation.

[0046] Furthermore, the fee control management configuration module 5 is also used to execute the following method: Obtain a global fee control management multi-node, wherein the global fee control management multi-node includes a rights donation application node, a rights donation accounting node, a rights donation approval node, a rights donation execution node and a rights donation tracking node; construct a fee control management node tree according to the global fee control management multi-node; perform multi-node fee control management configuration on the optimized rights donation application based on the global fee control management multi-node, and obtain the fee control management configuration result of each node; perform configuration feature compensation on the fee control management node tree according to the fee control management configuration result of each node, and generate the gifted rights fee control management tree.

[0047] Furthermore, the fee control management configuration module 5 is also used to execute the following method: The optimized benefit donation application is used as the application node fee control management configuration result corresponding to the benefit donation application node; the fee control accounting constraint condition is used as the accounting node fee control management configuration result corresponding to the benefit donation accounting node; the approval process of the optimized benefit donation application is formulated according to the benefit donation approval node, and the approval node fee control management configuration result is generated; the execution parameters of the optimized benefit donation application are configured according to the benefit donation execution node, and the execution node fee control management configuration result is generated; the tracking factors of the optimized benefit donation application are configured according to the benefit donation tracking node, and the tracking node fee control management configuration result is generated; the application node fee control management configuration result, the accounting node fee control management configuration result, the approval node fee control management configuration result, the execution node fee control management configuration result and the tracking node fee control management configuration result are added to the fee control management configuration results of each node.

[0048] Furthermore, the fee control management configuration module 5 is also used to execute the following method: According to the equity donation tracking node and the optimized equity donation application, tracking events are retrieved to obtain an equity donation tracking event set; according to the equity donation tracking event set, feature recognition is performed to obtain multiple equity donation tracking indicators; based on the multiple equity donation tracking indicators, confidence evaluation is performed to obtain multiple tracking indicator confidence coefficients; based on the multiple tracking indicator confidence coefficients, the multiple equity donation tracking indicators are screened according to tracking indicator confidence constraints to obtain multiple equity donation tracking factors; the multiple equity donation tracking factors are added to the tracking node fee control management configuration result.

[0049] It should be noted that the above-mentioned sequence of the embodiments of the present application is only for description and does not represent the advantages and disadvantages of the embodiments. And the above-mentioned specific embodiments of this specification are described. The processes depicted in the accompanying drawings do not necessarily require the specific order and continuous order shown to achieve the desired results. In some embodiments, multitasking and parallel processing are also possible or may be advantageous.

[0050] The above description is only a preferred embodiment of the present application and is not intended to limit the present application. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present application shall be included in the protection scope of the present application.

[0051] This specification and drawings are merely exemplary illustrations of the present application and are deemed to cover any and all modifications, variations, combinations or equivalents within the scope of the present application. Obviously, a person skilled in the art may make various modifications and variations to the present application without departing from the scope of the present application. Thus, if these modifications and variations of the present application fall within the scope of the present application and its equivalents, the present application intends to include these modifications and variations.

Claims

1. A configurable flexible customization method for customer equity fee control management, characterized in that: The method comprises: Obtain the company's customer benefits gift application; Conduct data mining based on the target customers corresponding to the customer benefit gift application, and establish cost control and accounting constraints; Performing fee control calculation on the customer's benefit gift application according to the fee control calculation constraint condition, and obtaining a fee control calculation result for the benefit gift; When the cost control calculation result of the bonus grant is not passed, the customer bonus grant application is optimized according to the cost control calculation constraint condition and the bonus grant product space to obtain an optimized bonus grant application; Perform global fee control management configuration according to the optimization benefit gift application, and establish a gift benefit fee control management tree; The gift benefit fee control management is performed on the target customer according to the gift benefit fee control management tree.

2. The method according to claim 1, characterized in that Conduct data mining based on the target customers corresponding to the customer benefit gift application and establish cost control and accounting constraints, including: Obtaining basic customer information and customer consumption information of the target customer; Evaluate the target customer based on the customer basic information and the customer consumption information to obtain a customer value coefficient; Input the customer value coefficient into the equity gift fee control limit constraint table to obtain the equity gift fee control limit; According to the customer value coefficient, the expected rate of return on equity donation is set; The fee control amount of the equity gift and the expected rate of return of the equity gift are output as the fee control accounting constraint conditions.

3. The method according to claim 2, characterized in that The target customer is evaluated according to the customer basic information and the customer consumption information to obtain a customer value coefficient, including: Evaluate the consumption stickiness of the enterprise according to the customer consumption information to obtain the customer consumption stickiness coefficient; Evaluate the consumption capacity of the enterprise according to the basic customer information and the customer consumption information to obtain the customer consumption capacity coefficient; Conduct consumption impact assessment of the enterprise based on the customer basic information and the customer consumption information to obtain a customer consumption impact coefficient; The customer consumption stickiness coefficient, the customer consumption capacity coefficient and the customer consumption influence coefficient are weightedly calculated according to the customer evaluation weight condition to generate the customer value coefficient.

4. The method according to claim 2, characterized in that Perform fee control calculation on the customer's benefit gift application according to the fee control calculation constraint condition, and obtain the fee control calculation result of the benefit gift, including: According to the customer's rights and interests gift application, construct the rights and interests gift cost account view; Calculate the total value of equity donation cost based on the equity donation cost account view; Predict the rate of return of the enterprise according to the client's equity gift application, and obtain the predicted rate of return of the equity gift; Determine whether the total cost of the equity gift exceeds the equity gift fee control quota, and generate a first fee control calculation result; Determine whether the predicted rate of return on the equity gift satisfies the expected rate of return on the equity gift, and obtain a second result of the fee control calculation; The benefit-granting cost control calculation result is output according to the first cost control calculation result and the second cost control calculation result.

5. The method according to claim 1, characterized in that According to the optimization benefit gift application, global fee control management configuration is performed to establish a gift benefit fee control management tree, including: Obtaining a global fee control management multi-node, wherein the global fee control management multi-node includes a rights and interests donation application node, a rights and interests donation accounting node, a rights and interests donation approval node, a rights and interests donation execution node, and a rights and interests donation tracking node; Constructing a fee control management node tree according to the global fee control management multi-node; Based on the global fee control management multi-node, multi-node fee control management configuration is performed on the optimization benefit donation application to obtain the fee control management configuration result of each node; The fee control management node tree is configured with feature compensation according to the fee control management configuration results of each node to generate the gift rights fee control management tree.

6. The method according to claim 5, characterized in that Based on the global fee control management multi-node, multi-node fee control management configuration is performed on the optimization benefit donation application to obtain the fee control management configuration result of each node, including: The optimized benefit donation application is used as the application node fee control management configuration result corresponding to the benefit donation application node; The cost control accounting constraint condition is used as the accounting node cost control management configuration result corresponding to the equity donation accounting node; Formulate an approval process for the optimized benefit donation application according to the benefit donation approval node, and generate a fee control management configuration result for the approval node; According to the equity donation execution node, the execution parameter configuration of the optimized equity donation application is performed to generate an execution node fee control management configuration result; According to the equity donation tracking node, the tracking factor of the optimized equity donation application is configured to generate a tracking node fee control management configuration result; The application node fee control management configuration result, the accounting node fee control management configuration result, the approval node fee control management configuration result, the execution node fee control management configuration result and the tracking node fee control management configuration result are added to the fee control management configuration results of each node.

7. The method according to claim 6, characterized in that According to the equity donation tracking node, the tracking factor of the optimized equity donation application is configured to generate a tracking node fee control management configuration result, including: Perform tracking event retrieval according to the equity donation tracking node and the optimized equity donation application to obtain an equity donation tracking event set; Perform feature recognition based on the equity donation tracking event set to obtain multiple equity donation tracking indicators; Perform confidence evaluation based on the multiple equity donation tracking indicators to obtain multiple tracking indicator confidence coefficients; Based on the multiple tracking indicator confidence coefficients, the multiple equity gift tracking indicators are screened according to the tracking indicator confidence constraints to obtain multiple equity gift tracking factors; The multiple equity donation tracking factors are added to the tracking node fee control management configuration result.

8. A configurable and flexible customized system for customer equity fee control management, characterized by: The steps of implementing the configurable flexible customization method for customer equity fee control management as described in any one of claims 1 to 7 include: Gift application acquisition module: obtain the company's customer rights gift application; Data mining module: performs data mining based on the target customers corresponding to the customer benefit gift application, and establishes cost control and accounting constraint conditions; Cost control calculation module: performs cost control calculation on the customer's benefit gift application according to the cost control calculation constraint conditions, and obtains the benefit gift cost control calculation result; Gift application optimization module: when the cost control calculation result of the gift of rights is not passed, the customer's gift of rights application is optimized according to the cost control calculation constraint conditions and the gift of rights product space to obtain an optimized gift of rights application; Fee control management configuration module: perform global fee control management configuration according to the optimization benefit gift application, and establish a fee control management tree for gift benefits; Fee control management module: performs fee control management of the gift benefits for the target customers according to the gift benefits fee control management tree.

Images