Visual monitoring method for customer transaction service

Abstract

The invention discloses a customer transaction service visual monitoring method, which comprises a transaction channel, a transaction log database and a front-end monitoring interface which are communicated by adopting a network, log data of customer service transactions are obtained through the transaction channel and are stored in the transaction log database; data needing to be monitored are integrated in a data integration layer of the transaction log database according to a data model, the data are calculated and processed, transaction data are transmitted to a front-end monitoring interface through an API interface, and the front-end monitoring interface presents the current customer transaction situation through a graph; the transaction log database is stored in the local server and / or the cloud server; and the rear end of the front-end monitoring interface is deployed on a local server, so that real-time monitoring of customer transactions can be realized, monitoring personnel can conveniently and quickly distinguish problem sources and make responses, support guarantee is provided for quick operation and maintenance, and the overall operation capability of services is improved.

Description

Technical Field

[0001] The present invention relates to a monitoring method, and more specifically, to a method for visually monitoring customer transaction services, and belongs to the field of banking systems and computer technology. Background Art

[0002] With the rapid development of information technology, society has entered an era of big data. Countless data are generated from various sources, including social media, e-commerce websites, scientific research laboratories, and corporate databases. However, simple data itself is often difficult to understand and analyze, so data visualization is particularly important. In this context, the emergence of data visualization has brought new opportunities and challenges to the financial industry. At present, data visualization has gradually played an important role in the visualization of banking business operations, improving security operation assurance, operation and maintenance governance capabilities, improving the overall availability of information systems, empowering business development, and promoting banks to accelerate digital transformation. It covers key application systems and key business scenario monitoring.

[0003] At present, in the business monitoring of customer transaction services, the traditional monitoring system is often the main one. Traditional application monitoring is mostly centered on the availability of technical components and transaction performance, which cannot adapt to the rapid development of the business. There are many deficiencies in unifying technical and business perspectives and accurately locating the scope of business impact. Therefore, it is urgent to provide a method for visual monitoring of customer transaction services to achieve real-time monitoring of customer transactions and improve the overall business operation capabilities. Summary of the invention

[0004] In order to solve the above-mentioned problems of the prior art, the present invention provides a method for visually monitoring customer transaction services, which has technical characteristics such as being able to realize real-time monitoring of customer transactions and improving the overall business operation capability.

[0005] In order to achieve the above object, the present invention is implemented by the following technical solutions:

[0006] The present invention provides a method for visually monitoring customer transaction services, comprising a transaction channel, a transaction log database, and a front-end monitoring interface that communicate over a network, wherein a log collection module and a log sending module are arranged between the transaction channel and the transaction log database; the transaction channel comprises a channel layer, a customer service integration layer, a product service layer, a management analysis layer, an application integration layer, and an external connection integration layer; the transaction log database comprises a data integration layer;

[0007] The log data of customer service transactions is obtained through transaction channels and stored in a transaction log database. The data to be monitored is integrated in the data integration layer of the transaction log database according to the data model, and the data is calculated and processed. The transaction data is passed to the front-end monitoring interface through the API interface. The front-end monitoring interface presents the current status of customer transactions through graphics; the transaction log database is stored in a local server and / or a cloud server; the back end of the front-end monitoring interface is deployed on a local server.

[0008] Preferably, the front-end monitoring interface includes a communication-connected real-time transaction intelligent module, a real-time transaction statistical index module, a real-time monitoring module for in-transit transactions, an alarm module, an acquisition module, a data processing module, and a display module;

[0009] Methods for realizing visual alerts of customer service transactions using the front-end monitoring interface include:

[0010] The acquisition module is used to acquire the transaction log data of customers in the required bank area; the data processing module performs unified data calculation and processing on the transaction log data of customers in the required bank area; the display module displays the processed transaction log data of customers in the required bank area in the form of charts;

[0011] When displaying the transaction status of customers in the required bank area, the transaction duration and key indicators are monitored. The key indicators include transaction duration, transaction volume, and transaction success rate. For abnormal situations such as long transaction duration, low transaction success rate, and excessive transaction volume, if the preset alarm threshold is triggered, an alarm reminder will be generated.

[0012] Preferably, the transaction intelligence module uses basic data formed by key fields extracted from transaction messages to form business-level and customer-level view models through data analysis, and uses charts (bar charts, line charts, pie charts, etc.) to visualize the branch's transaction information, transaction time information, daily transactions of each channel's products, and transaction time.

[0013] Preferably, the real-time transaction intelligent module uses the basic data formed by the key fields extracted from the transaction message to form a view model at the business level and the customer level through data analysis, and uses charts to visualize the transaction information of the required bank, transaction time information, daily transactions of various channel products, and transaction time;

[0014] The real-time transaction statistical indicator module uses data visualization technology to display the current transaction indicators and historical data indicators of the required bank regional customers and intelligent management system. The current transaction indicators and historical data indicators include real-time transaction volume, daily transaction volume, and daily customer signing volume.

[0015] Preferably, the backend of the in-transit transaction real-time monitoring module captures transaction data through the API interface, completes the collection of data details of the in-transit transaction real-time monitoring module, and accumulates and analyzes data on the duration of transactions and the queue status of important nodes; failed transactions are correlated and located through the data link, and voice alarms are issued for abnormal indicators to remind monitoring personnel to make timely judgments and analyses.

[0016] Preferably, the alarm module's alarm threshold for abnormal indicators is set based on the characteristics of quick response to query services, rapid queue accumulation, and particularly sensitive transaction time. When the indicator value reaches the alarm threshold, an alarm is generated; wherein, the alarm reminder method includes email notification, SMS reminder, and system pop-up prompt.

[0017] A method for visually monitoring customer transaction services, the method comprising the following steps:

[0018] Step 201, for each customer service transaction initiated on the transaction terminal, the log data of each transaction is collected in real time using the log collection module, and the log data includes the global tracking number, the initiating institution, the transaction name, the transaction source, the transaction initiation time, the transaction end time, the time consumed, the transaction code, and the response status;

[0019] Step 202, using a log sending module to send the collected customer service transaction log data to a transaction log database on a local server and / or a cloud server;

[0020] Step 203: The transaction log database uses a multi-threaded method to receive the customer service transaction data generated by the transaction channels and aggregate the customer service transaction data. The transaction log database integrates the customer transaction service data collected by different transaction channels and performs data cleaning and characterization processing on the customer transaction service data.

[0021] Step 204, the transaction log database provides a data API interface for the front-end monitoring interface, accepts the front-end request for customer service transaction data, and returns the corresponding data fields;

[0022] Step 205, the front-end monitoring interface calls the data API interface provided by the transaction log database, calls the standardized customer service transaction data and displays it through the visualization module.

[0023] Preferably, the data cleaning process in step 203 includes missing value processing, abnormal value processing, duplicate value processing or data format unification processing; the characterization processing includes normalization processing, standardization processing or fusion processing.

[0024] Preferably, the graphics include heat maps, bar charts, and dynamic display graphs; the channel layers include in-bank channel layers, out-of-bank channel layers, and Internet channel layers, the in-bank channel layer includes banking service terminal equipment, the out-of-bank channel layer includes mobile phones and online banking, and the Internet channel layer includes mobile phones and online banking.

[0025] Preferably, it also includes a processor for executing instructions, a memory for storing programs and a bus for connecting various components, and the transaction channel, transaction log database, and front-end monitoring interface are all connected to the bus; when the program located in the memory is executed by the processor, it can be used to implement a method for visual monitoring of customer transaction services.

[0026] Beneficial effects: The transaction data can be transmitted to the front end to present the current status of customer transactions through hotspot maps, bar charts, dynamic display charts, etc., and alarm reminders can be generated for abnormal key indicators such as long transaction time, low transaction success rate, and excessive transaction volume; real-time monitoring of customer transactions can be achieved, allowing monitoring personnel to quickly identify the source of the problem and respond, providing support and guarantee for rapid operation and maintenance, and improving the overall business operation capabilities. BRIEF DESCRIPTION OF THE DRAWINGS

[0027] Figure 1 It is a system schematic diagram of implementing the embodiment method in the present invention.

[0028] Figure 2 It is a specific implementation flow chart of the method of the present invention.

[0029] Figure 3 It is a principle block diagram of the front-end monitoring interface of the present invention.

[0030] Figure 4 It is a functional block diagram of the device of the present invention. DETAILED DESCRIPTION

[0031] The present invention is further described below in conjunction with the accompanying drawings, but the present invention is not limited to the following embodiments. All other embodiments obtained by those skilled in the art without creative work are within the scope of protection of this application.

[0032] like Figure 1-4 FIG. 1 is a specific embodiment of a method for visually monitoring customer transaction services. The embodiment is a method for visually monitoring customer transaction services. Figure 1As shown, it includes a transaction channel 101 that uses a network to communicate, a transaction log database 102, and a front-end monitoring interface 103. A log collection module and a log sending module are arranged between the transaction channel 101 and the transaction log database 102; the transaction channel 101 includes a channel layer, a customer service integration layer, a product service layer, a management analysis layer, an application integration layer, and an external integration layer; the transaction log database 102 includes a data integration layer; it also includes a processor for executing instructions, a memory for storing programs, and a bus for connecting various components, and the transaction channel 101, the transaction log database 102, and the front-end monitoring interface 103 are all connected to the bus; when the program located in the memory is executed by the processor, it can be used to implement the customer transaction service visualization monitoring method in this embodiment.

[0033] The log data of customer service transactions is obtained through the transaction channel 101 and stored in the transaction log database 102. The data to be monitored is integrated according to the data model in the data integration layer of the transaction log database 102, and the data is calculated and processed. The transaction data is passed to the front-end monitoring interface 103 through the API interface. The front-end monitoring interface 103 presents the current status of customer transactions through graphics; the transaction log database 102 is stored in the local server and / or the cloud server; the back end of the front-end monitoring interface 103 is deployed on the local server.

[0034] A preferred embodiment is as follows: Figure 3 As shown, the front-end monitoring interface 103 includes a communication-connected real-time transaction intelligent module 301, a real-time transaction statistical indexing module 302, a real-time monitoring module 303 for in-transit transactions, an alarm module 304, an acquisition module, a data processing module, and a display module;

[0035] The method of realizing the visual alarm of customer service transaction by using the front-end monitoring interface 103 includes:

[0036] The acquisition module is used to acquire the transaction log data of customers in the required bank area; the data processing module performs unified data calculation and processing on the transaction log data of customers in the required bank area; the display module displays the processed transaction log data of customers in the required bank area in the form of charts;

[0037] When displaying the transaction status of customers in the required bank area, the transaction duration and key indicators are monitored. The key indicators include transaction duration, transaction volume, and transaction success rate. For abnormal situations such as long transaction duration, low transaction success rate, and excessive transaction volume, if the preset alarm threshold is triggered, an alarm reminder will be generated.

[0038] In a preferred implementation method, the transaction intelligence module uses basic data formed by key fields extracted from transaction messages to form business-level and customer-level view models through data analysis, and uses charts (bar charts, line charts, pie charts, etc.) to visualize the branch's transaction information, transaction time information, daily transactions of each channel's products, and transaction time.

[0039] In a preferred embodiment, the real-time transaction intelligent module 301 uses the basic data formed by the key fields extracted from the transaction message to form a view model at the business level and the customer level through data analysis, and uses charts to visualize the transaction information of the required bank, transaction time information, daily transactions of various channel products, and transaction time;

[0040] The real-time transaction statistical indexation module 302 uses data visualization technology to display the current transaction indicators and historical data indicators of the required bank regional customers and intelligent management system. The current transaction indicators and historical data indicators include real-time transaction volume, daily transaction volume, and daily customer contract volume.

[0041] In a preferred implementation mode, the back-end of the in-transit transaction real-time monitoring module 303 captures transaction data through an API interface, completes the collection of data details of the in-transit transaction real-time monitoring module 303, and accumulates and analyzes data on the duration of transactions and the queue status of important nodes; failed transactions are correlated and located through a data link, and voice alarms are issued for abnormal indicators to remind monitoring personnel to make timely judgments and analyses.

[0042] In a preferred implementation mode, the alarm module 304 sets the alarm threshold of abnormal indicators based on the characteristics of rapid response to query services, rapid queue accumulation, and particularly sensitive transaction time. When the indicator value reaches the alarm threshold, an alarm is generated; wherein, the alarm reminder method includes email notification, SMS reminder, and system pop-up prompt.

[0043] like Figure 2 A method for visually monitoring customer transaction services is shown, the method comprising the following steps:

[0044] Step 201, for each customer service transaction initiated on the transaction terminal, the log data of each transaction is collected in real time using the log collection module, and the log data includes the global tracking number, the initiating institution, the transaction name, the transaction source, the transaction initiation time, the transaction end time, the time consumed, the transaction code, and the response status;

[0045] Step 202, using a log sending module to send the collected customer service transaction log data to a transaction log database 102 on a local server and / or a cloud server;

[0046] Step 203, the transaction log database 102 uses a multi-threaded method to receive the customer service transaction data generated by the transaction channel 101, and summarizes the customer service transaction data. The transaction log database 102 integrates the customer transaction service data collected by different transaction channels 101, and performs data cleaning and characterization processing on the customer transaction service data; the data cleaning processing includes missing value processing, abnormal value processing, duplicate value processing or data format unification processing; the characterization processing includes normalization processing, standardization processing or fusion processing.

[0047] Step 204, the transaction log database 102 provides a data API interface for the front-end monitoring interface 103, accepts the front-end request for customer service transaction data, and returns the corresponding data fields;

[0048] Step 205 , the front-end monitoring interface 103 calls the data API interface provided by the transaction log database 102 , calls the standardized customer service transaction data and displays it through the visualization module.

[0049] This example provides a visual monitoring method for customer transaction services. By accumulating and analyzing indicators such as the number of in-transit transactions, the duration of in-transit transactions, and the transaction success rate in the real-time monitoring view of in-transit transactions, it provides a means to support early detection of production problems and location of problem sources, allowing monitoring personnel to quickly identify the source of the problem and respond, providing support and guarantee for rapid operation and maintenance.

[0050] In a preferred embodiment, the graphics include heat maps, bar charts, and dynamic display graphs; the channel layer includes an in-bank channel layer, an out-of-bank channel layer, and an Internet channel layer, the in-bank channel layer includes banking service terminal equipment, such as smart ATMs STMs, etc., the out-of-bank channel layer includes mobile phones, online banking, etc., and the Internet channel layer includes mobile phones, online banking, and Longyixing APP.

[0051] Finally, it should be noted that the present invention is not limited to the above embodiments, and there are many variations. All variations that can be directly derived or associated with the content disclosed by ordinary technicians in this field should be considered as the protection scope of the present invention.

Claims

1. A method for visually monitoring customer transaction services, characterized in that: The system comprises a transaction channel (101) communicating via a network, a transaction log database (102), and a front-end monitoring interface (103); a log collection module and a log sending module are arranged between the transaction channel (101) and the transaction log database (102); the transaction channel (101) comprises a channel layer, a customer service integration layer, a product service layer, a management analysis layer, an application integration layer, and an external connection integration layer; the transaction log database (102) comprises a data integration layer; Log data of customer service transactions are obtained through a transaction channel (101) and stored in a transaction log database (102); data to be monitored are integrated according to a data model in a data integration layer of the transaction log database (102); and the data is processed by calculation; the transaction data is transmitted to a front-end monitoring interface (103) through an API interface; the front-end monitoring interface (103) presents the current status of customer transactions through graphics; the transaction log database (102) is stored in a local server and / or a cloud server; and the back end of the front-end monitoring interface (103) is deployed on a local server.

2. A method for visually monitoring customer transaction services according to claim 1, characterized in that: The front-end monitoring interface (103) includes a real-time transaction intelligent module (301) connected in communication, a real-time transaction statistical index module (302), a real-time monitoring module for in-transit transactions (303), an alarm module (304), an acquisition module, a data processing module, and a display module; The method for realizing a visual alarm of customer service transaction by using a front-end monitoring interface (103) includes: The acquisition module is used to acquire the transaction log data of customers in the required bank area; the data processing module performs unified data calculation and processing on the transaction log data of customers in the required bank area; the display module displays the processed transaction log data of customers in the required bank area in the form of charts; When displaying the transaction status of customers in the required bank area, the transaction duration and key indicators are monitored. The key indicators include transaction duration, transaction volume, and transaction success rate. For abnormal situations such as long transaction duration, low transaction success rate, and excessive transaction volume, if the preset alarm threshold is triggered, an alarm reminder will be generated.

3. A method for visually monitoring customer transaction services according to claim 2, characterized in that: The intelligent transaction module uses basic data formed by key fields extracted from transaction messages to form business-level and customer-level view models through data analysis. It uses charts to visualize the branch's transaction information, transaction time information, daily transactions of each channel's products, and transaction time.

4. A method for visually monitoring customer transaction services according to claim 2 or 3, characterized in that: The real-time transaction intelligent module (301) uses the basic data formed by the key fields extracted from the transaction message to form a view model at the business level and the customer level through data analysis, and uses charts to visualize the transaction information of the required bank, transaction time information, daily transactions of various channel products, and transaction time; The instant transaction statistical indexation module (302) uses data visualization technology to display the current transaction indicators and historical data indicators of the required bank regional customers and intelligent management system. The current transaction indicators and historical data indicators include instant transaction volume, daily transaction volume, and daily customer contract volume.

5. A method for visually monitoring customer transaction services according to claim 2 or 3, characterized in that: The back end of the real-time monitoring module (303) for in-transit transactions captures transaction data through an API interface, completes the collection of data details of the real-time monitoring module (303) for in-transit transactions, and accumulates and analyzes data on the duration of transactions and the queue status of important nodes; failed transactions are associated and located through a data link, and voice alarms are issued for abnormal indicators to remind monitoring personnel to make timely judgments and analyses.

6. A method for visually monitoring customer transaction services according to claim 2 or 3, characterized in that: The alarm module (304) sets the alarm threshold of abnormal indicators based on the characteristics of rapid response to query services, rapid queue accumulation, and particularly sensitive transaction time. When the indicator value reaches the alarm threshold, an alarm is generated; wherein the alarm reminder method includes email notification, SMS reminder, and system pop-up window reminder.

7. A method for visually monitoring customer transaction services according to claim 1 or 2, characterized in that: The method comprises the following steps: Step 201, for each customer service transaction initiated on the transaction terminal, the log data of each transaction is collected in real time using the log collection module, and the log data includes the global tracking number, the initiating institution, the transaction name, the transaction source, the transaction initiation time, the transaction end time, the time consumed, the transaction code, and the response status; Step 202, using a log sending module to send the collected customer service transaction log data to a transaction log database (102) on a local server and / or a cloud server; Step 203, the transaction log database (102) uses a multi-threaded method to receive the customer service transaction data generated by the transaction channel (101), and aggregates the customer service transaction data. The transaction log database (102) integrates the customer transaction service data collected by different transaction channels (101), and performs data cleaning and characterization processing on the customer transaction service data; Step 204, the transaction log database (102) provides a data API interface for the front-end monitoring interface (103), accepts the front-end request for customer service transaction data, and returns the corresponding data fields; Step 205, the front-end monitoring interface (103) calls the data API interface provided by the transaction log database (102), calls the standardized customer service transaction data and displays it through the visualization module.

8. A method for visually monitoring customer transaction services according to claim 7, characterized in that: In step 203, the data cleaning process includes missing value processing, abnormal value processing, duplicate value processing or data format unification processing; the characterization process includes normalization processing, standardization processing or fusion processing.

9. A method for visually monitoring customer transaction services according to claim 1, characterized in that: The graphics include hot spots maps, bar charts, and dynamic display charts; the channel layers include in-bank channel layer, out-bank channel layer, and Internet channel layer. The in-bank channel layer includes banking service terminal equipment, the out-bank channel layer includes mobile phones and online banking, and the Internet channel layer includes mobile phones and online banking.

10. A method for visually monitoring customer transaction services according to claim 7, characterized in that: It also includes a processor for executing instructions, a memory for storing programs, and a bus for connecting various components. The transaction channel (101), the transaction log database (102), and the front-end monitoring interface (103) are all connected to the bus; when the program located in the memory is executed by the processor, it can be used to implement a method for visually monitoring customer transaction services.

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