Implementation method based on financial service scene stage task management

Abstract

The invention discloses an implementation method based on financial service scene stage task management. The implementation method comprises the steps that tasks are created according to line lengths; creating a branch row length task; the client manager executes the task; the client manager inputs a task completion condition; the system updates the task progress in real time; reporting and summarizing data; the customer manager reports data to the branch bank length; summarizing data by branch line length; the branch line length reports data to the branch line length; analyzing and processing data; and analyzing the data according to row lengths. And efficient task creation, allocation, data filling and summary analysis are realized by supporting row-by-row custom tasks, dynamic index combination, a flexible task allocation mechanism and a multi-level data reporting process.

Description

Technical Field

[0001] The present invention relates to the field of financial business scenario management, and in particular to a method for implementing stage task management based on financial business scenarios. Background Art

[0002] In financial business scenarios, task management typically involves collaboration among multiple levels of organizations (such as branches, sub-branches, and account managers). Traditional task management methods have the following problems:

[0003] 1. The task allocation process is rigid and lacks flexibility, and cannot meet the diverse needs of branches, sub-branches, and account managers.

[0004] The task allocation process is cumbersome and lacks dynamic indicator combinations and flexible target value allocation mechanisms.

[0005] 2. The efficiency of data reporting and aggregation is low, making it difficult to monitor task progress in real time.

[0006] 3. Lack of dynamic adaptability to task indicator types, unable to meet the accuracy requirements of different indicator types (such as amount, quantity, etc.).

[0007] 4. The multi-level task management process is complex, making it difficult to achieve efficient data reporting and analysis.

[0008] The technical problems existing in the existing technology include:

[0009] In financial scenarios, traditional task management solutions typically involve collaboration across multiple levels of organizations (e.g., branches, sub-branches, and account managers). Existing technical solutions primarily include the following:

[0010] 1. Task Allocation Process: Tasks are typically assigned by the branch to sub-branches, which in turn assign them to account managers. This process is rigid and lacks flexibility.

[0011] 2. Data reporting and summary: After completing the task, the account manager manually fills in the data and reports it to the sub-branches and branches step by step, which are finally summarized and analyzed by the branches.

[0012] 3. Task indicator management: Task indicators are usually preset by the system and lack dynamic adjustment and customization functions, which cannot meet the diverse needs of different financial scenarios.

[0013] Technical problems existing in existing technologies:

[0014] 1. Rigid task allocation process: The existing task allocation process lacks flexibility and cannot be dynamically adjusted to meet the diverse needs of branches, sub-branches, and account managers. The task allocation process is cumbersome and lacks a dynamic indicator combination and flexible target value allocation mechanism.

[0015] 2. Low efficiency in data reporting and aggregation: The data reporting and aggregation process relies on manual operations, which is inefficient and makes it difficult to monitor task progress in real time, resulting in low task management efficiency.

[0016] 3. Lack of dynamic adaptation capabilities: The existing system lacks the ability to dynamically adapt to task indicator types and cannot meet the accuracy requirements of different indicator types (such as amount, quantity, etc.), resulting in inaccurate task management.

[0017] 4. Complex multi-level task management process: The multi-level task management process is complex, data reporting and analysis are inefficient, and it is difficult to achieve efficient task management. Summary of the Invention

[0018] In view of the above problems, the present invention is proposed to provide an implementation method based on stage task management in financial business scenarios, which overcomes the above problems or at least partially solves the above problems.

[0019] According to one aspect of the present invention, a method for implementing stage task management based on a financial business scenario is provided, the method comprising:

[0020] Branch managers create tasks;

[0021] Branch managers create tasks;

[0022] Account managers perform tasks;

[0023] The account manager inputs the task completion status;

[0024] The system updates the task progress in real time;

[0025] Data reporting and aggregation;

[0026] The account manager reports the data to the branch manager;

[0027] Branch heads summarize data;

[0028] The branch manager reports data to the branch manager;

[0029] Data analysis and processing;

[0030] The branch manager analyzed the data.

[0031] Optionally, the branch manager creates a task that specifically includes: task name, task date and participating organizations.

[0032] Optionally, the branch manager creation task also includes:

[0033] Add task indicators, support system indicators and custom indicators;

[0034] Customize the indicator, enter the indicator name, select the indicator unit, and enter the target value; the customized indicator dynamically matches the unit type;

[0035] System indicators, get the indicator drop-down, select the indicator name to reverse the indicator unit, and enter the indicator value;

[0036] Specifically, the front end determines the indicator type based on the idxType field. If idxType is 0, the system indicator is selected. The indicator name is selected and the indicator unit is reversed according to the zbChange method.

[0037] Target value precision limit: Determine whether the amount unit is included. If so, include two decimal places; otherwise, retain the integer.

[0038] It also supports dynamic addition and deletion of indicators; the addItem method adds indicators; the removeItem method handles indicator deletion.

[0039] Optionally, the adding task indicator further includes:

[0040] Assign indicators: assign indicator target values to participating organizations;

[0041] Branches have the authority to edit and delete tasks.

[0042] Optionally, the branch manager's creation task specifically includes:

[0043] The branch manager edits the tasks that are pending and have been implemented;

[0044] Select participants, including branch account managers and branch managers, and assign indicator target values to participants.

[0045] Optionally, the account manager executing the task specifically includes: the account manager inputting the task completion status and checking the task progress.

[0046] The present invention provides a method for implementing stage-based task management in financial business scenarios. The method includes: branch managers creating tasks; sub-branch managers creating tasks; account managers executing tasks; account managers inputting task completion status; the system updating task progress in real time; data reporting and aggregation; account managers reporting data to sub-branch managers; sub-branch managers aggregating data; sub-branch managers reporting data to branch managers; data analysis and processing; and branch managers analyzing data. By supporting branch-defined tasks, dynamic indicator combinations, a flexible task allocation mechanism, and a multi-level data reporting process, efficient task creation, allocation, data reporting, and aggregation and analysis are achieved.

[0047] The above description is only an overview of the technical solution of the present invention. In order to more clearly understand the technical means of the present invention, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the present invention more obvious and easy to understand, the specific implementation methods of the present invention are specifically listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0048] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the following briefly introduces the drawings required for use in the description of the embodiments. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.

[0049] Figure 1 A flowchart of a method for implementing stage task management based on financial business scenarios provided by an embodiment of the present invention. DETAILED DESCRIPTION

[0050] Exemplary embodiments of the present disclosure will be described in more detail below with reference to the accompanying drawings. Although exemplary embodiments of the present disclosure are shown in the accompanying drawings, it should be understood that the present disclosure can be implemented in various forms and should not be limited by the embodiments set forth herein. Rather, these embodiments are provided to enable a more thorough understanding of the present disclosure and to fully convey the scope of the present disclosure to those skilled in the art.

[0051] The terms "comprises" and "comprising" and any variations thereof in the description, embodiments, claims and drawings of the present invention are intended to cover non-exclusive inclusions, for example, including a series of steps or units.

[0052] The technical solution of the present invention is further described in detail below with reference to the accompanying drawings and embodiments.

[0053] The purpose of the present invention is to provide a stage task management implementation method and system based on financial business scenarios, which realizes efficient task creation, allocation, data reporting and summary analysis by supporting branch customized tasks, dynamic indicator combinations, flexible task allocation mechanism and multi-level data reporting process.

[0054] like Figure 1 As shown, a method for implementing task management based on the stage of financial business scenarios includes: branch managers creating tasks; sub-branch managers creating tasks; customer managers executing tasks; customer managers inputting task completion status; the system updating task progress in real time; data reporting and aggregation; customer managers reporting data to sub-branch managers; sub-branch managers aggregating data; sub-branch managers reporting data to branch managers; data analysis and processing; and branch managers analyzing data.

[0055] A system for implementing task management based on financial business scenarios, including:

[0056] Task Creation: Branch managers create tasks through the system interface, enter the task name and date, and select participating organizations. When adding task indicators, the system dynamically matches the unit type and precision based on the indicator type. Branches then assign indicator target values to participating organizations.

[0057] Task assignment module: Branch managers edit pending and effective tasks, select participants, and assign indicator target values.

[0058] Data reporting module: The customer manager inputs the task completion status through the system interface, and the system updates the task progress in real time.

[0059] Data aggregation and analysis module: The data submitted by the account manager is aggregated to the sub-branches and branches step by step. The branch managers can check the task completion status and conduct data analysis through the system interface.

[0060] Branch creation task

[0061] The branch manager creates a task, including the task name, task date, and participating organizations.

[0062] Add task indicators: support system indicators and custom indicators.

[0063] ①Customize the indicator, enter the indicator name, select the indicator unit, and enter the target value; custom indicators can dynamically match the unit type.

[0064] ② System indicators, get the indicator drop-down, select the indicator name to reverse the indicator unit, and enter the indicator value.

[0065] Specifically, the front end determines the indicator type according to the idxType character end. If idxType is 0, the system indicator is selected. The indicator name is selected and the indicator unit is reversed according to the zbChange method.

[0066] Target value precision limit: Determine whether the amount unit is included. If so, include two decimal places; otherwise, retain the integer.

[0067] ③Supports dynamic addition and deletion of indicators; the addItem method adds indicators; the removeItem method handles indicator deletion.

[0068] Assign indicators: Allocate indicator target values to participating organizations.

[0069] Branches have the authority to edit and delete tasks.

[0070] Branch role task management

[0071] The branch manager can edit pending and effective tasks.

[0072] Select participants (including account managers and branch managers under the branch) and assign indicator target values to participants.

[0073] Account manager task execution

[0074] Account managers can enter task completion status and view task progress.

[0075] Multi-level task flow

[0076] Task creation process: Branch Manager → Sub-branch Manager → Account Manager.

[0077] Data reporting process: Account Manager → Branch Manager → Branch Manager, and the branch manager will ultimately complete the data analysis and processing.

[0078] The present invention can effectively solve the problems in the prior art and provide an efficient, flexible and accurate method and system for implementing stage task management based on financial scenarios.

[0079] Dynamic indicator combination: In addition to supporting system indicator selection, it also supports branch-customized task indicators, dynamically matching unit type and accuracy to meet diverse task requirements in financial scenarios.

[0080] Flexible task allocation mechanism: Through a multi-level task allocation process, flexible allocation and dynamic adjustment of task objectives can be achieved.

[0081] Multi-level data reporting process: Account managers complete data by filling in tasks through the front-end interface. The system summarizes and reports data to sub-branches and branches in real time, ensuring efficient data collection and analysis.

[0082] Efficient task management and analysis: Through standardized task creation, allocation, reporting and summary processes, real-time monitoring and data analysis of task progress can be achieved, improving the overall efficiency and accuracy of task management in financial scenarios.

[0083] Beneficial effects:

[0084] 1. Improve the flexibility of task allocation:

[0085] Support for custom tasks: branches can set the task name, time period, participating institutions and target value to meet diverse needs.

[0086] 2. Dynamic indicator allocation: Supports custom indicators and system indicators, dynamically matches unit type and accuracy, and meets the diverse task requirements in financial scenarios.

[0087] 3. Efficient data reporting and analysis: The data submitted by the account manager is summarized in real time to the branch and sub-branch, facilitating real-time monitoring of task progress.

[0088] 4. Flexible task management: Through a multi-level task allocation mechanism, efficient collaboration between branches, sub-branches and account managers is achieved, improving the efficiency and accuracy of task management in financial scenarios.

[0089] The above specific implementation methods further illustrate the objectives, technical solutions and beneficial effects of the present invention in detail. It should be understood that the above are only specific implementation methods of the present invention and are not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the scope of protection of the present invention.

Claims

1. A method for implementing stage task management based on financial business scenarios, characterized in that: The implementation method includes: Branch managers create tasks; Branch managers create tasks; Account managers perform tasks; The account manager inputs the task completion status; The system updates the task progress in real time; Data reporting and aggregation; The account manager reports the data to the branch manager; Branch heads summarize data; The branch manager reports data to the branch manager; Data analysis and processing; The branch manager analyzed the data.

2. A method for implementing task management based on financial business scenarios according to claim 1, characterized in that: The branch manager's creation task specifically includes: task name, task date and participating institutions.

3. The method for implementing task management based on financial business scenarios according to claim 1, characterized in that: The branch manager creation tasks also include: Add task indicators, support system indicators and custom indicators; Customize the indicator, enter the indicator name, select the indicator unit, and enter the target value; the customized indicator dynamically matches the unit type; System indicators, get the indicator drop-down, select the indicator name to reverse the indicator unit, and enter the indicator value; Specifically, the front end determines the indicator type based on the idxType field. If idxType is 0, the system indicator is selected. The indicator name is selected and the indicator unit is reversed according to the zbChange method. Target value precision limit: Determine whether the amount unit is included. If so, include two decimal places; otherwise, retain the integer. It also supports dynamic addition and deletion of indicators; the addItem method adds indicators; the removeItem method handles indicator deletion.

4. A method for implementing task management based on financial business scenarios according to claim 3, characterized in that: The added task indicator also includes: Assign indicators: assign indicator target values to participating organizations; Branches have the authority to edit and delete tasks.

5. The method for implementing task management based on financial business scenarios according to claim 1, characterized in that: The branch manager creation tasks specifically include: The branch manager edits the tasks that are pending and have been implemented; Select participants, including branch account managers and branch managers, and assign indicator target values to participants.

6. A method for implementing task management based on financial business scenarios according to claim 1, characterized in that: The customer manager's execution of tasks specifically includes: the customer manager inputs the task completion status and checks the task progress.

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