Configuration method and device of operation management strategy and electronic equipment

Abstract

The invention discloses an operation management strategy configuration method and device and electronic equipment. Relates to the financial science and technology field. The method comprises the steps that a configuration request initiated by a user through a service system is received, and the configuration request is used for requesting to configure an operation management strategy; verifying whether the user has the authority of configuring the operation management strategy through the operation platform, and obtaining an authority verification result; under the condition that the permission verification result indicates that permission verification is passed, an operation platform configuration operation management strategy is called to obtain configuration feedback information, and the configuration feedback information comprises a configuration result and an auditing state of the configuration result; and feeding back the configuration feedback information to the service system. Through application of the method and the device, the problems of inconvenient configuration and low configuration efficiency caused by the fact that business personnel need an operation platform to configure the operation management strategy in the related technology are solved.

Description

Technical Field

[0001] This application relates to the field of financial technology, and more specifically, to a method, apparatus, and electronic device for configuring an operations management strategy. Background Art

[0002] By configuring different pages, areas, and elements through the operations platform, dynamic content such as advertisements, promotions, and news updates can be flexibly displayed in applications or websites without requiring code changes or application updates. Properly configuring operations management strategies can maximize the use of valuable user interface space, and also enable monitoring of user behavior and operational effectiveness, collecting and analyzing data to provide a basis for decision-making.

[0003] However, business personnel need to log in to the operations platform for configuration, which is inconvenient and results in poor display of the configuration page on mobile devices, leading to low efficiency and increased working time.

[0004] There is currently no effective solution to the problem that business personnel need to configure operational management strategies on the platform, which leads to inconvenience and low efficiency in configuration. Summary of the Invention

[0005] The main purpose of this application is to provide a method, apparatus, and electronic device for configuring operation management strategies, so as to solve the problem that business personnel need to configure operation management strategies through the operation platform in related technologies, which leads to inconvenience and low efficiency in configuration.

[0006] To achieve the above objectives, according to one aspect of this application, a method for configuring an operations management strategy is provided. Applied to a process framework system, the method includes: receiving a configuration request initiated by a user through a business system, wherein the configuration request is for requesting the configuration of an operations management strategy; verifying whether the user has permission to configure the operations management strategy through an operations platform, and obtaining a permission verification result; if the permission verification result indicates that the permission verification has passed, invoking the operations platform to configure the operations management strategy, and obtaining configuration feedback information, wherein the configuration feedback information includes the configuration result and the review status of the configuration result; and feeding back the configuration feedback information to the business system.

[0007] Optionally, before receiving the configuration request initiated by the user through the business system, the method further includes: receiving the docking request sent by the business system, and feeding back interface information to the business system based on the docking request, wherein the interface information includes at least the interface parameter specification and the interface call example; responding to the docking instruction sent by the business system based on the interface information, and establishing the docking relationship between the business system and the process framework system.

[0008] Optionally, before verifying whether the user has the permission to configure operation management policies through the operation platform and obtaining the permission verification result, the method further includes: receiving permission information issued by the operation platform and updating the user permission database according to the permission information, wherein the permission information includes user permission information and function permission information associated with different users; verifying whether the user has the permission to configure operation management policies through the operation platform and obtaining the permission verification result includes: querying the user permission database to determine whether the user is a user with permissions indicated by the user permission information; if the user is a user with permissions, determining whether the function permissions associated with the user include operation management policy configuration permissions; if the function permissions associated with the user include operation management policy configuration permissions, determining that the permission verification has passed.

[0009] Optionally, the operation management strategy is configured by calling the operation platform, and the configuration feedback information obtained includes: displaying the operation management process template through the management interface, wherein the process template is provided by the operation platform and includes multiple nodes; responding to the operation instructions sent by the user through the business system, configuring each node of the process template, and obtaining configuration feedback information.

[0010] Optionally, in response to the operation instructions sent by the user through the business system, the configuration of each node of the process template is performed, and the configuration feedback information obtained includes: for each node, responding to the approval process configuration operation, determining the approval object for the node, responding to the operation management strategy configuration operation, configuring strategy information for the node based on the materials in the content library, and assigning the configured strategy information to the corresponding approval object; for each node, after receiving the approval result of the approval object, updating the review status of the node's strategy information, and generating configuration feedback information after all nodes of the process template have completed the configuration and review of their strategy information.

[0011] Optionally, calling the operation platform to configure operation management strategies and obtaining configuration feedback information includes: if the configuration request requests configuration for an operation position, configuring and reviewing at least one of the page, region, and element to obtain configuration feedback information; if the configuration request requests configuration for an operation activity, configuring and reviewing at least one of the activity objective, customer group, customer reach method, and activity method to obtain configuration feedback information.

[0012] Optionally, after calling the operation platform to configure the operation management strategy and obtaining the configuration feedback information, the method further includes: if the configuration request requests the configuration of an operation position, saving the first material in the configuration result of the configuration feedback information in the content library for use when configuring the operation position, wherein the first material includes at least one of the following: page, region, element; if the configuration request requests the configuration of an operation activity, saving the second material in the configuration result of the configuration feedback information in the content library for use when configuring the operation activity, wherein the second material includes at least one of the following: activity goal, customer group, customer reach method, activity method.

[0013] To achieve the above objectives, according to another aspect of this application, an operation management strategy configuration device is provided. Applied to a process framework system, the device includes: a receiving unit for receiving a configuration request initiated by a user through a business system, wherein the configuration request is for requesting the configuration of an operation management strategy; a verification unit for verifying whether the user has the permission to configure the operation management strategy through an operation platform, and obtaining a permission verification result; an invocation unit for invoking the operation platform to configure the operation management strategy if the permission verification result indicates that the permission verification has passed, and obtaining configuration feedback information, wherein the configuration feedback information includes the configuration result and the approval status of the configuration result; and a feedback unit for feeding back the configuration feedback information to the business system.

[0014] In this embodiment, a configuration request initiated by the user through the business system is received. This configuration request requests the configuration of an operation management strategy. The system verifies whether the user has the permission to configure the operation management strategy through the operation platform, obtaining a permission verification result. If the permission verification result indicates that the permission verification is successful, the system calls the operation platform to configure the operation management strategy, obtaining configuration feedback information, which includes the configuration result and its review status. The configuration feedback information is then fed back to the business system. Through the intermediary role of the process framework system, seamless integration between the user's business system and the operation platform is achieved. The user's configuration request is transmitted to the operation platform, enabling business departments to directly complete the configuration work on the operation platform within their familiar business systems. This ensures that all operations are performed under compliant and authorized conditions, improving the flexibility and response speed of configuring operation management strategies. This solves the problem in related technologies where business personnel need to configure operation management strategies through the operation platform, leading to inconvenience and low efficiency. Attached Figure Description

[0015] The accompanying drawings, which form part of this application, are used to provide a further understanding of this application. The illustrative embodiments and descriptions of this application are used to explain this application and do not constitute an undue limitation of this application. In the drawings:

[0016] Figure 1 This is a hardware structure block diagram of a computer terminal for implementing an operation management strategy according to an embodiment of this application;

[0017] Figure 2 This is a flowchart of a configuration method for an operation management strategy provided in an embodiment of this application;

[0018] Figure 3 This is a schematic diagram of a configuration method for optional operation management strategies provided according to embodiments of this application;

[0019] Figure 4 This is a schematic diagram of a configuration device for an operation management strategy provided according to an embodiment of this application;

[0020] Figure 5 This is a structural block diagram of an electronic device according to an embodiment of this application. Detailed Implementation

[0021] To enable those skilled in the art to better understand the present application, the technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present application, and not all embodiments. Based on the embodiments in the present application, all other embodiments obtained by those of ordinary skill in the art without creative effort should fall within the scope of protection of the present application.

[0022] It should be noted that the terms "first," "second," etc., in the specification, claims, and accompanying drawings of this application are used to distinguish similar objects and are not necessarily used to describe a specific order or sequence. It should be understood that such data can be interchanged where appropriate so that the embodiments of this application described herein can be implemented in orders other than those illustrated or described herein. Furthermore, the terms "comprising" and "having," and any variations thereof, are intended to cover non-exclusive inclusion; for example, a process, method, system, product, or apparatus that comprises a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or units not explicitly listed or inherent to such processes, methods, products, or apparatus.

[0023] It should be noted that the information collected in this application (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data used for display, data used for analysis, etc.) are information and data authorized by the user or fully authorized by all parties. Furthermore, the collection, storage, use, processing, transmission, provision, disclosure, and application of this data all comply with relevant laws, regulations, and standards, necessary confidentiality measures have been taken, and they do not violate public order and good morals. Corresponding access points are provided for users to choose to authorize or refuse. For example, interfaces are set up between this system and relevant users or organizations, providing users with corresponding access points to choose to agree to or refuse automated decision-making results; if the user chooses to refuse, the process proceeds to the expert decision-making stage.

[0024] Example 1

[0025] According to an embodiment of this application, an embodiment of a method for configuring an operation management strategy is also provided. It should be noted that the steps shown in the flowchart in the accompanying drawings can be executed in a computer system such as a set of computer-executable instructions. Also, although a logical order is shown in the flowchart, in some cases, the steps shown or described may be executed in a different order than that shown here.

[0026] The method embodiment provided in Embodiment 1 of this application can be executed on a mobile terminal, computer terminal, or similar computing device. Figure 1 This is a hardware structure block diagram of a computer terminal that implements an operation management strategy configuration method according to an embodiment of this application. For example... Figure 1 As shown, computer terminal 10 (or mobile device) may include one or more ( Figure 1 (Illustrated using 102a, 102b, ..., 102n) Processor 102 (processor 102 may include, but is not limited to, a microprocessor (MCU) or a field-programmable gate array (FPGA) processing device), memory 104 for storing data, and transmission device 106 for communication functions. In addition, it may include: a display, input / output interface (I / O interface), Universal Serial Bus (USB) port (which may be included as one of the ports of a BUS bus), network interface, power supply, and / or camera. Those skilled in the art will understand that... Figure 1 The structure shown is for illustrative purposes only and does not limit the structure of the aforementioned electronic device. For example, computer terminal 10 may also include... Figure 1 The more or fewer components shown, or having the same Figure 1 The different configurations shown.

[0027] It should be noted that the aforementioned one or more processors 102 and / or other data processing circuits are generally referred to herein as "data processing circuits". These data processing circuits may be embodied, in whole or in part, in software, hardware, firmware, or any other combination thereof. Furthermore, the data processing circuits may be a single, independent processing module, or may be integrated, in whole or in part, into any other element within the computer terminal 10 (or mobile device). As involved in the embodiments of this application, the data processing circuits serve as a processor control mechanism (e.g., selection of a variable resistor termination path connected to an interface).

[0028] The memory 104 can be used to store software programs and modules of application software, such as the program instructions / data storage device corresponding to the configuration method of the operation management strategy in this embodiment. The processor 102 executes various functional applications and data processing by running the software programs and modules stored in the memory 104, thereby realizing the above-mentioned configuration method of the operation management strategy. The memory 104 may include high-speed random access memory, and may also include non-volatile memory, such as one or more magnetic storage devices, flash memory, or other non-volatile solid-state memory. In some instances, the memory 104 may further include memory remotely located relative to the processor 102, and these remote memories can be connected to the computer terminal 10 via a network. Examples of such networks include, but are not limited to, the Internet, corporate intranets, local area networks, mobile communication networks, and combinations thereof.

[0029] The transmission device 106 is used to receive or send data via a network. Specific examples of the network described above may include a wireless network provided by the communication provider of the computer terminal 10. In one example, the transmission device 106 includes a Network Interface Controller (NIC), which can connect to other network devices via a base station to communicate with the Internet. In another example, the transmission device 106 may be a Radio Frequency (RF) module, used for wireless communication with the Internet.

[0030] The display can be, for example, a touchscreen liquid crystal display (LCD), which allows the user to interact with the user interface of the computer terminal 10 (or mobile device).

[0031] Under the aforementioned operating environment, this application provides the following: Figure 2 The method for configuring operational management strategies is shown. It is applied to a process framework system. Figure 2 This is a flowchart of a configuration method for an operation management strategy according to an embodiment of this application, the method including:

[0032] Step S201: Receive a configuration request initiated by the user through the business system, wherein the configuration request is used to request the configuration of operation and management strategies.

[0033] It should be noted that the process framework system, as an intermediate platform, serves to receive configuration requests initiated by users of various business systems, transform the operational needs of business departments into actionable instructions, and prepare for subsequent steps.

[0034] Users refer to operations personnel from various business departments within an enterprise, or individual operations personnel. They initiate requests through their own business systems, hoping to configure operations management policies directly without logging into the operations platform. The configuration request includes the operations management policies that the user wishes to configure. For example, if the operations management policy is "operations placement," it may include specific information about the pages, areas, or elements to be set or adjusted, such as placing a specific advertising banner at the top of a page, or applying dynamic interactive effects to a certain element.

[0035] Step S202: Verify whether the user has the permission to configure operation management policies through the operation platform, and obtain the permission verification result.

[0036] It should be noted that the process framework system has a built-in access control system. This system retrieves the user's access information from the user access database based on the user's ID (Identifier) ​​and business line, thus obtaining the access verification result. The user access database is a crucial component maintained within the process framework; it stores the permissions of all users, which are determined based on the operational platform's settings and the review process of the approval department.

[0037] The result of permission verification determines whether the user can continue to configure, ensuring the security and compliance of the operation and management strategy configuration process, ensuring that only authorized users can perform configuration, and preventing non-compliant operations and potential data leakage risks.

[0038] Step S203: If the permission verification result indicates that the permission verification has passed, the operation platform is called to configure the operation management strategy and obtain configuration feedback information, which includes the configuration result and the review status of the configuration result.

[0039] Specifically, after the user's permissions are verified, the process framework system forwards the configuration request to the operations platform via an API (Application Programming Interface), invoking the platform to configure the operations management strategy. For example, if the requested operations management strategy is an operations position strategy, the operations platform's operations position management module is invoked to configure pages, regions, or elements. During configuration, the user can customize details such as the location, style, and frequency of dynamic content display according to their business needs. After configuration, the operations platform generates configuration results, including the specific page layout and adjusted element attributes, and reviews the results to determine if they comply with operations strategies and compliance requirements. The platform then feeds back the results of the configuration and review process, ensuring the continuity and efficiency of the entire operations management strategy configuration process.

[0040] Step S204: Feedback the configuration information to the business system.

[0041] The configuration feedback information includes the configuration result and its review status. This feedback is transmitted back to the user's business system via the process framework's API or messaging mechanism. In the business system, the user can view the configuration details and review status, such as whether the configuration request was successfully implemented and whether it passed the operations platform's review. If the review fails, the user can also understand the specific reasons for the failure, providing a basis for subsequent modifications and resubmissions.

[0042] In this embodiment, a configuration request initiated by the user through the business system is received. This configuration request requests the configuration of an operation management strategy. The system verifies whether the user has the permission to configure the operation management strategy through the operation platform, obtaining a permission verification result. If the permission verification result indicates that the permission verification is successful, the system calls the operation platform to configure the operation management strategy, obtaining configuration feedback information, which includes the configuration result and its review status. The configuration feedback information is then fed back to the business system. Through the intermediary role of the process framework system, seamless integration between the user's business system and the operation platform is achieved. The user's configuration request is transmitted to the operation platform, enabling business departments to directly complete the configuration work on the operation platform within their familiar business systems. This ensures that all operations are performed under compliant and authorized conditions, improving the flexibility and response speed of configuring operation management strategies. This solves the problem in related technologies where business personnel need to configure operation management strategies through the operation platform, leading to inconvenience and low efficiency.

[0043] Before the user initiates a configuration request through the business system, the process framework system needs to perform a crucial pre-integration preparation to ensure that the user can correctly call the operation management strategy configuration interface provided by the process framework system. Optionally, in the operation management strategy configuration method provided in this application embodiment, before receiving the configuration request initiated by the user through the business system, the method further includes: receiving an integration request sent from the business system, and feeding back interface information to the business system based on the integration request, wherein the interface information includes at least the interface parameter specification and the interface call example; responding to the integration instruction sent by the business system based on the interface information, and establishing an integration relationship between the business system and the process framework system.

[0044] Specifically, the first thing the process framework system receives is a connection request from the business system. This connection request is the first step for the business department to establish a connection with the process framework, conveying the business system's intention to integrate and use the operational management capabilities provided by the process framework. The connection request may include basic information about the business system, such as system ID, business line, and connection requirements, so that the process framework system understands the connection needs and provides a foundation for subsequent connection steps.

[0045] After receiving a connection request, the process framework system sends interface information back to the business system. This information mainly consists of two parts: interface parameter specifications and interface call examples. The interface parameter specifications describe how to invoke the process framework system's operational management capabilities via API, including necessary parameter names, types, formats, and calling rules, such as authentication mechanisms and data encryption methods. The interface call examples provide specific calling formats and processes, helping business system developers more intuitively understand how to correctly call the interface. This ensures that the business system can accurately and error-free call the process framework's interfaces, avoiding technical obstacles during the connection process.

[0046] After receiving the interface information, the business system sends a connection instruction based on this information. This instruction contains the specific connection plan for the business system, including but not limited to authentication parameters, call frequency limits, and data transmission protocols. Upon receiving the connection instruction, the process framework system configures its internal connection parameters according to the instruction content and establishes a stable connection relationship between the business system and the process framework system. This enables the business system to call the operation and management capabilities of the process framework system via API, thereby allowing direct configuration of operation and management strategies within the business system.

[0047] This embodiment clarifies the technical requirements and specifications for integration, and lowers the barrier to entry and improves efficiency and success rate by providing interface call examples and integration command responses. This enables business systems to smoothly invoke operational management capabilities through the process framework, allowing them to configure operational management strategies directly within the business system without logging into the operational platform. This greatly simplifies the process for users and improves the flexibility and responsiveness of the entire operational process, providing a foundation for subsequent operational management strategy configuration.

[0048] Before a user initiates a configuration request through the business system, ensuring that the user possesses the correct permissions is crucial for guaranteeing system security and business compliance. Optionally, in the operation management policy configuration method provided in this application embodiment, before verifying whether the user has the permission to configure the operation management policy through the operation platform and obtaining the permission verification result, the method further includes: receiving permission information issued by the operation platform and updating the user permission database according to the permission information, wherein the permission information includes user permission information and functional permission information associated with different users; verifying whether the user has the permission to configure the operation management policy through the operation platform and obtaining the permission verification result includes: querying the user permission database to determine whether the user is the user with permissions indicated by the user permission information; if the user is a user with permissions, determining whether the functional permissions associated with the user include operation management policy configuration permissions; if the functional permissions associated with the user include operation management policy configuration permissions, determining that the permission verification has passed.

[0049] Before performing permission verification, the self-operated platform sends permission information to the workflow framework system. Permission information is data generated by the operations platform to manage user permissions, including user permission information and associated functional permission information for different users. User permission information indicates the user's identity and basic information, while functional permission information specifically describes the user's operational permissions on the operations platform, such as whether they can configure pages, regions, or elements, and whether they can review the configuration results. Upon receiving this permission information, the workflow framework system synchronizes and updates it with the existing user permission database to ensure that the user permission information stored in the database is up-to-date, providing accurate foundational data for the subsequent permission verification steps.

[0050] In the permission verification step, upon receiving a configuration request, the process framework system first queries the user permission database to determine if the user is authorized. Specifically, the system checks the user's ID in the request and searches the database for matching user permission information to determine if the user is authorized by the operations platform to perform the relevant operation. If matching user permission information exists in the database, the user is authorized, and the process proceeds to the next step; otherwise, if no matching user permission information is found in the database, the process framework system rejects the configuration request to prevent unauthorized operations.

[0051] Once the user is confirmed to be a user with the necessary permissions, the workflow framework system will further verify whether the user has been granted the specific permissions to configure operation and management strategies. This step is accomplished by querying the associated functional permission information within the user's permission information. The functional permission information records in detail each user's specific permissions on the operation platform, including but not limited to configuring pages, regions, or elements, and reviewing configuration results. If the user's associated functional permission information explicitly includes "operation and management strategy configuration permissions," then the permission verification will be considered successful, and the system will allow the configuration request to continue. Conversely, if the user has not been granted "operation and management strategy configuration permissions," then the permission verification will fail, and the configuration request will be rejected.

[0052] After determining that the user's permission information meets the configuration requirements, the workflow framework system will generate a permission verification result. This indicates that the user has not only been authorized as a legitimate user by the operations platform but has also been granted the permission to configure operations management strategies. The system will then allow the configuration request to proceed to the subsequent processing flow, namely, calling the operations platform for configuration and approval.

[0053] This embodiment achieves real-time synchronization and updating of permission information through interaction with the operations platform before permission verification. During the permission verification process, it ensures that the user's permission information is accurately verified before configuring operational management strategies. This improves system security, prevents unauthorized configuration attempts, and provides a foundation for permission protection in subsequent configuration request processing.

[0054] After the user initiates a configuration request through the business system and passes the permission verification, the operation management functions of the process framework system and the operation platform will be invoked to configure the operation management strategy. Optionally, in the operation management strategy configuration method provided in this application embodiment, invoking the operation platform to configure the operation management strategy and obtaining configuration feedback information includes: displaying the operation management process template through the management interface, wherein the process template is provided by the operation platform and includes multiple nodes; responding to the operation instructions sent by the user through the business system, configuring each node of the process template, and obtaining configuration feedback information.

[0055] It's important to note that the process framework system provides a management interface to display process templates provided by the operations platform. This allows users to configure each node in the process template directly through their business systems without needing to log in to the operations platform. A process template is a pre-defined operational framework containing a series of nodes related to operational management strategy configurations. For example, in operational configuration, nodes may include page configuration, region configuration, element configuration, and approval processes. The template display allows users to clearly see the structure and sequence of the entire configuration process, enabling them to configure nodes specifically according to their business needs.

[0056] After the user views the process template on the management interface, they can send operation instructions to the process framework system through the business system to configure each node in the template. These instructions include the specific operations and parameters the user wants to perform at each node, such as placing a specific advertising banner, adjusting the interactive behavior of elements, or specifying the steps in the review process. Upon receiving the operation instructions, the process framework system will invoke the corresponding functions of the operations platform to refine the configuration of the process template nodes. This process includes API calls to the operations platform to ensure the accurate execution of the configuration instructions. Once all nodes are configured, the operations platform will generate configuration feedback information, including the configuration result and the review status.

[0057] Configuration feedback information is the response information obtained by the user from the operations platform after completing node configuration. It includes the configuration result—the actual effect of the user's configuration operation—and the review status of the configuration result, which is reviewed by the authorized department to determine whether the configuration complies with operational strategies and compliance requirements. Obtaining configuration feedback information allows users to understand the execution status and review progress of the configuration in real time. For configurations that fail the review, users can make necessary modifications and resubmit based on the feedback information.

[0058] Through this embodiment, users can intuitively operate the process templates provided by the operation platform on the management interface provided by the process framework system, configure operation management strategies, and obtain feedback on configuration results and review status, thereby improving the flexibility and efficiency of configuration.

[0059] To ensure the compliance of the configuration and the effectiveness of the strategy, optionally, in the operation management strategy configuration method provided in this application embodiment, in response to the operation instructions sent by the user through the business system, the configuration of each node of the process template is performed to obtain configuration feedback information, including: for each node, in response to the approval process configuration operation, determining the approval object for the node; in response to the operation management strategy configuration operation, configuring strategy information for the node based on the materials in the content library, and assigning the configured strategy information to the corresponding approval object; for each node, after receiving the approval result of the approval object, updating the review status of the node's strategy information, and generating configuration feedback information when the strategy information of all nodes in the process template has been configured and reviewed.

[0060] Specifically, approval process configuration involves setting up approval processes for each node in the process template. This includes determining the approval recipients for each node, i.e., the personnel or departments that will subsequently review the policy information configured for that node. The process framework system receives approval process configuration instructions sent by the user through the business system and determines the approval recipients based on the information provided by the user in the business system, such as business line and department affiliation. Setting up approval processes for each node in the process template ensures that subsequent policy information configurations are reviewed in a targeted manner, guaranteeing the compliance of the configuration and business continuity.

[0061] Once the approval process is configured, the process framework system will continue to respond to the user's policy information configuration instructions. The user selects and edits materials from the content library through the business system to configure the policy information for each node. For example, when configuring the operational position, materials such as images, text, and videos are used to implement page layout, regional functions, and element interaction methods. The content library is a material library integrated into the operational platform by the process framework system, providing users with a rich selection of materials to achieve customized configuration of policy information, improving the flexibility and creativity of configuration, while also ensuring the management and compliance of materials.

[0062] Furthermore, the configured policy information will be automatically assigned to the corresponding approval recipients, i.e., the designated approvers or departments. This assignment process is automated through the workflow engine within the process framework system, ensuring that the configuration information is delivered to the approval recipients in a timely and accurate manner, awaiting subsequent review. The approval recipients will review the policy information assigned to them, and once approval is complete, the process framework system will receive the approval result. The process framework system will update the policy information review status of each node based on the review result, such as "Pending Review," "Approved," or "Approved." The review status updates are real-time, ensuring that users can promptly understand the approval progress and results of each node.

[0063] Once the strategy information for all nodes in the process template is configured and all approval processes have been approved, the process framework system will generate configuration feedback information. This feedback information includes the complete configuration results and the approval status of each node. Users can receive this information through their business systems as a basis for subsequent business execution.

[0064] In this embodiment, after the user issues a configuration request through the business system and the permission verification is passed, the process framework system will respond to the user's operation instructions and configure the approval process and operation management strategy for each node in the process template. This ensures that the operation management strategy configuration performed by the user on the process framework system can be reviewed and responded to in a timely and effective manner, which not only improves the flexibility and efficiency of configuration, but also ensures the compliance of configuration activities and the continuity of business.

[0065] Optionally, in the configuration method of the operation management strategy provided in the embodiments of this application, calling the operation platform to configure the operation management strategy and obtaining configuration feedback information includes: when the configuration request requests the configuration of an operation position, configuring and reviewing at least one of the page, region, and element to obtain configuration feedback information; when the configuration request requests the configuration of an operation activity, configuring and reviewing at least one of the activity target, customer group, customer contact method, and activity method to obtain configuration feedback information.

[0066] For example, when the configuration request targets an operational position, the process framework system will invoke the "Operational Position Management" module of the operations platform to configure at least one element among the page, area, and element. For instance, a user might want to place an advertising banner at the top of a specific page or apply a specific dynamic effect to an element. The configuration process will be carried out through the graphical or coded configuration interface of the operations platform, based on the detailed instructions submitted by the user in the business system. After configuration, the configured elements must be reviewed to ensure they comply with operational strategies and compliance requirements, such as the accuracy of the content, the appropriateness of the visual effects, and the rationality of user interaction. The review process may involve multiple levels of approval, including but not limited to preliminary review by the business department, compliance check by the compliance department, and final approval by the online finance department.

[0067] For example, when the configuration request targets an operational activity, the process framework system invokes the "Activity Management" module of the operations platform to configure at least one aspect of the activity objective, target customer group, customer reach method, and activity method. For instance, a user might plan a promotional activity, setting the activity objective to increase sales of a specific product, the target customer group to recently active customers, the customer reach method to be email push notifications, and the activity method to be providing discount coupons. After configuration, an audit is also required to ensure the activity aligns with the operational strategy, the target positioning is accurate, the customer reach method is compliant, and the activity method is attractive and not misleading. The audit may involve multiple business teams and compliance teams to ensure the comprehensiveness and compliance of the activity.

[0068] In the method provided in this application embodiment, the process framework system calls the configuration function of the operation platform, and configures and reviews the operation position or operation activity according to the type of configuration request. This ensures that the process framework system can accurately respond to the business needs of the user, and at the same time, the review mechanism ensures the compliance and security of all configuration activities. This not only improves the flexibility and response speed of operation configuration, but also strengthens the control over the configuration content, ensuring that the planning and implementation of operation activities are in line with business objectives and comply with compliance requirements.

[0069] Optionally, in the configuration method of the operation management strategy provided in the embodiments of this application, after calling the operation platform to configure the operation management strategy and obtaining configuration feedback information, the method further includes: when the configuration request requests the configuration of an operation position, saving the first material in the configuration result of the configuration feedback information in the content library for use when configuring the operation position, wherein the first material includes at least one of the following: page, region, element; when the configuration request requests the configuration of an operation activity, saving the second material in the configuration result of the configuration feedback information in the content library for use when configuring the operation activity, wherein the second material includes at least one of the following: activity target, customer group, customer contact method, activity method.

[0070] For example, when the target of the configuration request is an operational unit, the process framework system extracts the configuration results from the configuration feedback information, including initial materials such as pages, areas, or elements customized by the user during the configuration process. These materials may include specific elements such as design drafts, text content, and interaction logic. The process framework system stores these initial materials in a content library, which is a content management system integrated with the operational platform. This content library is used to store and manage materials generated in various configuration activities. By storing these initial materials, the content library provides users with a rich and readily accessible material library, facilitating the quick reference and combination of existing materials in subsequent configuration activities, thereby improving configuration efficiency.

[0071] For example, when the target of the configuration request is an operational activity, the process framework system will extract the configuration results from the configuration feedback information. This includes secondary materials such as the activity objectives, target audience, reach methods, and activity methods defined by the user during the activity planning process. These materials are the core elements of activity planning, defining the nature, scope, execution method, and expected results of the activity. The process framework system also saves these secondary materials in the content library for reference and use in subsequent activity configurations. By saving these secondary materials, the content library can accumulate activity planning experience from different business lines and departments, providing users with a reference library to facilitate cross-business line strategy borrowing and innovative combinations.

[0072] After a user initiates a configuration request through the business system and the configuration process is completed by calling the operations platform via the process framework system, the process framework system further processes the configuration feedback information. It saves the materials generated during the configuration process in the content library, providing users with a shared resource pool to support rapid configuration and innovation in operations. Secondary materials generated during the configuration process are also saved in the content library, providing users with reference resources for event planning and promoting innovation and optimization of event strategies. This not only promotes resource sharing and reuse and reduces repetitive work, but also provides users with a basis for strategy innovation and optimization by accumulating and analyzing historical materials, significantly improving the efficiency and quality of operational configuration.

[0073] This embodiment also provides a method for configuring operation management strategies. Figure 3 This is a schematic diagram of a configuration method for optional operation management strategies provided according to embodiments of this application, such as... Figure 3 As shown, the method includes:

[0074] As the capability provider, the operations platform manages user and function group permissions, synchronizing them with the workflow framework. Regarding management capabilities, it gradually integrates operational position management and activity management (such as coupon campaigns and task center activities) with the unified workflow framework, providing workflow templates to the framework. For approvals, it gradually integrates operational position approvals and activity approvals (such as coupon campaigns and task center activities) with the unified workflow framework. This allows individual business units to configure operational management strategies—for example, operational position strategies and activity strategies—by logging into their own business systems and configuring management capabilities and approval processes within workflow templates.

[0075] This embodiment addresses the needs of different businesses by allowing them to configure operational management strategies directly through the operational platform. By connecting to the operational system via a process framework, businesses can configure operational management strategies within their familiar systems, improving configuration flexibility and enhancing user experience.

[0076] It should be noted that the steps shown in the flowchart in the accompanying drawings can be executed in a computer system such as a set of computer-executable instructions, and although a logical order is shown in the flowchart, in some cases the steps shown or described may be executed in a different order than that shown here.

[0077] Example 2

[0078] This application also provides an operation management strategy configuration device. It should be noted that the operation management strategy configuration device of this application can be used to execute the operation management strategy configuration method provided in this application. The operation management strategy configuration device provided in this application will be described below.

[0079] According to an embodiment of this application, an apparatus for implementing the configuration method of the above-described operation management strategy is also provided. Figure 4 This is a schematic diagram of a configuration device for an operation management strategy provided according to an embodiment of this application, such as... Figure 4 As shown, the device, applied to a process framework system, includes:

[0080] The receiving unit 401 is used to receive configuration requests initiated by the user through the business system, wherein the configuration request is used to request the configuration of operation and management strategies.

[0081] Verification unit 402 is used to verify whether the user has the authority to configure operation management policies through the operation platform and obtain the authority verification result.

[0082] Calling unit 403 is used to call the operation platform to configure the operation management strategy and obtain configuration feedback information when the permission verification result indicates that the permission verification is passed. The configuration feedback information includes the configuration result and the review status of the configuration result.

[0083] Feedback unit 404 is used to send configuration feedback information back to the business system.

[0084] The operation management strategy configuration device provided in this application embodiment receives a configuration request initiated by the user through the business system via a receiving unit 401, wherein the configuration request is used to request the configuration of operation management strategies; a verification unit 402 verifies whether the user has the permission to configure operation management strategies through the operation platform and obtains the permission verification result; a calling unit 403, if the permission verification result indicates that the permission verification is passed, calls the operation platform to configure the operation management strategy and obtains configuration feedback information, wherein the configuration feedback information includes the configuration result and the review status of the configuration result; and a feedback unit 404 feeds back the configuration feedback information to the business system. Through the intermediary role of the process framework system, seamless connection between the user's business system and the operation platform is achieved, and the user's configuration request is transmitted to the operation platform, enabling business departments to directly complete the configuration work on the operation platform in their familiar business systems. At the same time, it ensures that all operations are carried out under the premise of compliance and authorization, improving the flexibility and response speed of configuring operation management strategies, thereby solving the problem in related technologies where business personnel need to configure operation management strategies through the operation platform, resulting in inconvenience and low configuration efficiency.

[0085] It should be noted that the above-mentioned units and modules correspond to the steps in Embodiment 1, and the instances and application scenarios implemented by the corresponding steps are the same, but are not limited to the content disclosed in Embodiment 1. It should be noted that the above-mentioned modules or units may be hardware components or software components stored in memory (e.g., memory 104) and processed by one or more processors (e.g., processors 102a, 102b, ..., 102n). The above-mentioned modules may also be part of a device and can run in the computer terminal 10 provided in Embodiment 1.

[0086] Example 3

[0087] Embodiments of this application may provide an electronic device. Figure 5 This is a structural block diagram of an electronic device according to an embodiment of this application. Figure 5 As shown, the electronic device may include: one or more ( Figure 5 (Only one is shown) processor 1002, memory 1004, memory controller, and peripheral interface, wherein the peripheral interface is connected to the radio frequency module, audio module and display.

[0088] The memory can be used to store software programs and modules, such as the program instructions / modules corresponding to the methods and apparatus in the embodiments of this application. The processor executes various functional applications and data processing by running the software programs and modules stored in the memory, thereby implementing the above-described methods. The memory may include high-speed random access memory, and may also include non-volatile memory, such as one or more magnetic storage devices, flash memory, or other non-volatile solid-state memory. In some instances, the memory may further include memory remotely located relative to the processor, and these remote memories can be connected to the terminal via a network. Examples of such networks include, but are not limited to, the Internet, corporate intranets, local area networks, mobile communication networks, and combinations thereof.

[0089] The processor can invoke information and applications stored in the memory through the transmission device to perform the following steps: receiving a configuration request initiated by the user through the business system, wherein the configuration request is used to request the configuration of operation management policies; verifying whether the user has the permission to configure operation management policies through the operation platform and obtaining the permission verification result; if the permission verification result indicates that the permission verification is successful, invoking the operation platform to configure the operation management policies and obtaining configuration feedback information, wherein the configuration feedback information includes the configuration result and the review status of the configuration result; and feeding back the configuration feedback information to the business system.

[0090] The processor can also invoke information and applications stored in the memory via the transmission device to perform the following steps: before receiving a configuration request initiated by the user through the business system, receive a docking request sent from the business system, and feed back interface information to the business system based on the docking request, wherein the interface information includes at least the interface parameter specification and interface call example; respond to the docking instruction sent by the business system based on the interface information, and establish a docking relationship between the business system and the process framework system.

[0091] The processor can also access information and applications stored in the memory via a transmission device to perform the following steps: Before verifying whether the user has the permission to configure operation management policies through the operation platform and obtaining the permission verification result, the processor receives permission information issued by the operation platform and updates the user permission database according to the permission information, wherein the permission information includes user permission information and functional permission information associated with different users; verifying whether the user has the permission to configure operation management policies through the operation platform and obtaining the permission verification result includes: querying the user permission database to determine whether the user is the user with the permissions indicated by the user permission information; if the user is a user with permissions, determining whether the functional permissions associated with the user include operation management policy configuration permissions; if the functional permissions associated with the user include operation management policy configuration permissions, determining that the permission verification has passed.

[0092] The processor can also access information and applications stored in the memory via a transmission device to perform the following steps: accessing the operation platform to configure operation management strategies and obtaining configuration feedback information, including: displaying operation management process templates through the management interface, wherein the process templates are provided by the operation platform and include multiple nodes; responding to operation instructions sent by users through the business system, configuring each node of the process template, and obtaining configuration feedback information.

[0093] The processor can also access information and applications stored in the memory via a transmission device to perform the following steps: responding to operation instructions sent by the user through the business system, configuring each node of the process template, and obtaining configuration feedback information including: for each node, responding to the approval process configuration operation, determining the approval object for the node, responding to the operation management strategy configuration operation, configuring strategy information for the node based on the materials in the content library, and assigning the configured strategy information to the corresponding approval object; for each node, after receiving the approval result of the approval object, updating the review status of the node's strategy information, and generating configuration feedback information after all nodes of the process template have completed the configuration and review of their strategy information.

[0094] The processor can also invoke information and applications stored in the memory via the transmission device to perform the following steps: invoking the operation platform to configure operation management strategies and obtain configuration feedback information, including: when the configuration request requests configuration of an operation position, configuring and reviewing at least one of the page, region, and element, and obtaining configuration feedback information; when the configuration request requests configuration of an operation activity, configuring and reviewing at least one of the activity target, customer group, customer contact method, and activity method, and obtaining configuration feedback information.

[0095] The processor can also invoke information and applications stored in the memory via a transmission device to perform the following steps: After invoking the operation platform to configure the operation management strategy and obtaining configuration feedback information, the method further includes: if the configuration request requests the configuration of an operation position, saving the first material from the configuration result in the configuration feedback information in the content library for use when configuring the operation position, wherein the first material includes at least one of the following: page, region, element; if the configuration request requests the configuration of an operation activity, saving the second material from the configuration result in the configuration feedback information in the content library for use when configuring the operation activity, wherein the second material includes at least one of the following: activity objective, customer group, customer reach method, activity method.

[0096] Those skilled in the art will understand that Figure 5The structure shown is for illustrative purposes only. Electronic devices can also be smartphones, tablets, handheld computers, mobile internet devices (MIDs), PADs, and other terminal devices. Figure 5 This does not limit the structure of the aforementioned electronic device. For example, electronic devices may also include components that are more... Figure 5 The more or fewer components shown (such as network interfaces, display devices, etc.), or having the same Figure 5 The different configurations shown.

[0097] A person skilled in the art will understand that all or part of the steps in the various methods of the above embodiments can be completed by instructing the hardware related to the terminal device through a program, and the program can be stored in a computer-readable storage medium, which may include: a flash drive, a read-only memory (ROM), a random access memory (RAM), a magnetic disk or an optical disk, etc.

[0098] Example 4

[0099] Embodiments of this application also provide a storage medium. Optionally, in this embodiment, the storage medium can be used to store the program code executed by the configuration method of the operation management strategy provided in Embodiment 1.

[0100] Optionally, in this embodiment, the storage medium may be located in any computer terminal in a group of computer terminals in a computer network, or in any mobile terminal in a group of mobile terminals.

[0101] This application also provides a computer program product, which, when executed on a data processing device, is a program suitable for performing configuration method steps of an operation management strategy.

[0102] The serial numbers of the above-mentioned embodiments of the present application are for description only and do not represent the advantages or disadvantages of the embodiments.

[0103] In the above embodiments of this application, the descriptions of each embodiment have different focuses. For parts not described in detail in a certain embodiment, please refer to the relevant descriptions of other embodiments.

[0104] In the several embodiments provided in this application, it should be understood that the disclosed technical content can be implemented in other ways. Among them, the device embodiments described above are only schematic. For example, the division of the units is only a logical function division. In actual implementation, there may be other division methods, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some interfaces, indirect coupling or communication connection of units or modules, which can be electrical or other forms.

[0105] The units described as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the units can be selected to achieve the purpose of this embodiment according to actual needs.

[0106] In addition, the functional units in the various embodiments of the present application may be integrated into a single processing unit, or each unit may exist physically separately, or two or more units may be integrated into a single unit. The aforementioned integrated units may be implemented in the form of hardware or software functional units.

[0107] If the integrated unit is implemented as a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, or all or part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of this application. The aforementioned storage medium includes various media capable of storing program code, such as a USB flash drive, read-only memory (ROM), random access memory (RAM), portable hard drive, magnetic disk, or optical disk.

[0108] The above is only a preferred embodiment of the present application. It should be pointed out that for ordinary technicians in this technical field, several improvements and modifications can be made without departing from the principles of the present application. These improvements and modifications should also be regarded as the scope of protection of the present application.

Claims

1. A method for configuring an operation management strategy, characterized in that: Applied to process framework systems, including: Receiving a configuration request initiated by a user through a business system, wherein the configuration request is used to request configuration of an operation management policy; Verify whether the user has the authority to configure the operation management strategy through the operation platform, and obtain the authority verification result; In the case where the permission verification result indicates that the permission verification is passed, calling the operation platform to configure the operation management policy to obtain configuration feedback information, wherein the configuration feedback information at least includes the configuration result and the review status of the configuration result; Feedback the configuration feedback information to the business system.

2. The method according to claim 1, characterized in that Before receiving the configuration request initiated by the user through the business system, the method further includes: receiving a connection request sent from the business system, and feeding back interface information to the business system based on the connection request, wherein the interface information at least includes an interface parameter specification and an interface call example; In response to a docking instruction sent by the business system based on the interface information, a docking relationship between the business system and the process framework system is established.

3. The method according to claim 1, characterized in that Before verifying whether the user has the authority to configure the operation management strategy through the operation platform and obtaining the authority verification result, the method further includes: Receive the permission information issued by the operation platform, and update the user permission database according to the permission information, wherein the permission information includes user permission information and function permission information associated with different users; Verify whether the user has the authority to configure the operation management strategy through the operation platform, and obtain the authority verification results including: Querying the user authority database to determine whether the user is a user with authority indicated by the user authority information; In the case where the user is a user with permissions, determining whether the functional permissions associated with the user include operation management strategy configuration permissions; In a case where the functional authority associated with the user includes the operation management policy configuration authority, it is determined that the authority check has passed.

4. The method according to claim 1, characterized in that: Calling the operation platform to configure the operation management strategy, and obtaining the configuration feedback information includes: Displaying a process template of operation management through a management interface, wherein the process template is provided by the operation platform and includes a plurality of nodes; In response to the operation instruction sent by the user through the business system, each node of the process template is configured to obtain the configuration feedback information.

5. The method according to claim 4, characterized in that In response to the operation instruction sent by the user through the business system, each node of the process template is configured, and the configuration feedback information obtained includes: For each node, responding to the approval process configuration operation, determining the approval object for the node, responding to the operation management strategy configuration operation, configuring the strategy information for the node based on the material in the content library, and assigning the configured strategy information to the corresponding approval object; For each node, after receiving the approval result of the approval object, the review status of the policy information of the node is updated, and when the policy information of all nodes of the process template is configured and reviewed, the configuration feedback information is generated.

6. The method according to claim 4, characterized in that Calling the operation platform to configure the operation management strategy, and obtaining the configuration feedback information includes: In the case where the configuration request requests configuration of an operation position, configuring and reviewing at least one of the page, the area, and the element to obtain the configuration feedback information; In the case where the configuration request requests configuration of an operational activity, at least one of the activity target, customer group, customer contact method, and activity method is configured and reviewed to obtain the configuration feedback information.

7. The method according to claim 5, characterized in that After calling the operation platform to configure the operation management strategy and obtaining the configuration feedback information, the method further includes: In the case where the configuration request requests configuration of an operation position, the first material in the configuration result in the configuration feedback information is stored in the content library for use in configuring the operation position, wherein the first material includes at least one of the following: page, area, element; In the case where the configuration request requests configuration of an operational activity, the second material in the configuration result in the configuration feedback information is saved in the content library for use in configuring the operational activity, wherein the second material includes at least one of the following: activity objectives, customer groups, customer contact methods, and activity methods.

8. A configuration device for an operation management strategy, characterized in that: Applied to process framework systems, including: A receiving unit, configured to receive a configuration request initiated by a user through a business system, wherein the configuration request is used to request configuration of an operation management policy; A verification unit, used to verify whether the user has the authority to configure the operation management strategy through the operation platform, and obtain an authority verification result; A calling unit, configured to call the operation platform to configure the operation management policy and obtain configuration feedback information when the permission verification result indicates that the permission verification has passed, wherein the configuration feedback information at least includes the configuration result and the review status of the configuration result; A feedback unit is used to feed back the configuration feedback information to the business system.

9. An electronic device, characterized in that: include: A memory storing an executable program, and a processor for running the program, wherein the program executes the method according to any one of claims 1 to 7 when running.

10. A computer program product comprising computer instructions, characterized in that: When the computer instructions are executed by a processor, the steps of the method according to any one of claims 1 to 7 are implemented.

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