Automatic generation method and device of commission report, equipment and storage medium

Abstract

The invention relates to the technical field of data analysis, and particularly discloses a commission report automatic generation method and device, equipment and a storage medium. According to the invention, when the commission report generation instruction is received, the data acquisition, calculation and analysis processes can be automatically carried out, and the commission report is generated, so that the automatic generation of the commission report is realized, manual participation is not needed, the data acquisition, statistics and analysis efficiency is improved, human errors are avoided, and the generation efficiency and accuracy of the commission report are improved; and secondly, the business data and the target analysis dimension are acquired according to the user identity information, and the commission statistical analysis is performed, so that the interference of irrelevant data and unnecessary analysis dimensions on the commission statistical analysis is avoided, and the accuracy of the commission report is improved. When the method is applied to the financial insurance business, the commission data of the insurance business personnel can be quickly and accurately counted according to the business data and the target analysis dimension, and the commission statistical error caused by human factors is avoided.

Description

Technical Field

[0001] The present application relates to the field of data analysis technology, and in particular to a method, apparatus, device and storage medium for automatically generating commission reports. Background Art

[0002] In various sales operations within the financial sector, commission reports are a core tool for evaluating sales staff performance, calculating corporate costs, and optimizing resource allocation. However, traditional automated commission report generation often requires manual processing of large amounts of business data and commission calculations. For example, in the financial insurance sector, there are numerous insurance product types, and the volume of data for newly signed and renewed policies is enormous. Manually calculating commissions for each salesperson not only consumes significant time and human resources, reducing the efficiency of commission report generation, but also is prone to errors due to human factors, affecting the accuracy of commission calculation results. Therefore, improving the efficiency and accuracy of commission report generation has become a pressing issue. Summary of the Invention

[0003] The present application provides a method, apparatus, device, and storage medium for automatically generating commission reports to improve the efficiency and accuracy of generating commission reports.

[0004] In a first aspect, the present application provides a method for automatically generating a commission report, the method comprising:

[0005] Upon receiving a commission report generation instruction, obtaining commission configuration information and user identity information, and querying business data and filtering target analysis dimensions based on the user identity information;

[0006] Based on the commission configuration information and the target analysis dimension, performing commission statistics on the business data to obtain current commission data;

[0007] Obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

[0008] In a second aspect, the present application further provides an apparatus for automatically generating a commission report, the apparatus comprising:

[0009] A relevant data acquisition module is used to obtain commission configuration information and user identity information when receiving a commission report generation instruction, and query business data and filter target analysis dimensions based on the user identity information;

[0010] A commission data acquisition module, configured to perform commission statistics on the business data based on the commission configuration information and the target analysis dimension to obtain current commission data;

[0011] The commission report generating module is used to obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

[0012] In a third aspect, the present application also provides a computer device comprising a memory and a processor; the memory is used to store a computer program; the processor is used to execute the computer program and implement the above-mentioned method for automatically generating a commission report when executing the computer program.

[0013] In a fourth aspect, the present application further provides a computer-readable storage medium storing a computer program, which, when executed by a processor, enables the processor to implement the above-mentioned method for automatically generating a commission report.

[0014] The present application discloses a method, apparatus, device and storage medium for automatically generating a commission report. When a commission report generation instruction is received, commission configuration information and user identity information are obtained, and based on the user identity information, business data is queried and target analysis dimensions are screened; commission statistics are performed on the business data based on the commission configuration information and the target analysis dimensions to obtain current commission data; historical commission data is obtained, and the historical commission data and the current commission data are analyzed to generate a commission report. The present application can automatically perform data acquisition, calculation and analysis processes to generate a commission report when a commission report generation instruction is received, thereby realizing the automatic generation of commission reports without the need for human intervention, improving the efficiency of data acquisition, statistics and analysis, and avoiding human errors, thereby improving the efficiency and accuracy of commission report generation; secondly, business data and target analysis dimensions are obtained based on user identity information, and then commission statistical analysis is performed based on the target analysis dimensions, thereby avoiding interference of irrelevant data and non-essential analysis dimensions on commission statistical analysis, thereby improving the accuracy of commission reports. BRIEF DESCRIPTION OF THE DRAWINGS

[0015] In order to more clearly illustrate the technical solutions of the embodiments of the present application, the following is a brief introduction to the drawings required for use in the description of the embodiments. Obviously, the drawings described below are some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without any creative work.

[0016] Figure 1 is a schematic flow chart of a method for automatically generating a commission report provided in the first embodiment of the present application;

[0017] Figure 2 is a schematic flow chart of a method for automatically generating a commission report provided in a second embodiment of the present application;

[0018] Figure 3 A schematic diagram of the visualization of commission prediction data provided by an embodiment of the present application;

[0019] Figure 4 is a schematic flow chart of a method for automatically generating a commission report provided in the third embodiment of the present application;

[0020] Figure 5 A schematic diagram of the visualization of the dimensional analysis results provided in the embodiment of the present application;

[0021] Figure 6 A schematic block diagram of an apparatus for automatically generating a commission report according to an embodiment of the present application;

[0022] Figure 7 A schematic block diagram of the structure of a computer device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0023] The following will be combined with the drawings in the embodiments of this application to clearly and completely describe the technical solutions in the embodiments of this application. Obviously, the embodiments described are part of the embodiments of this application, not all of them. Based on the embodiments in this application, all other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of this application.

[0024] The flowcharts shown in the accompanying drawings are for illustrative purposes only and do not necessarily include all contents and operations / steps, nor must they be executed in the order described. For example, some operations / steps may be decomposed, combined, or partially merged, so the actual execution order may vary depending on the actual situation.

[0025] It should be understood that the terms used in this specification are only for the purpose of describing specific embodiments and are not intended to limit the present application. As used in this specification and the appended claims, the singular forms "a", "an", and "the" are intended to include the plural forms unless the context clearly indicates otherwise.

[0026] It should be further understood that the term “and / or” used in this specification and the appended claims refers to any and all possible combinations of one or more of the associated listed items, and includes these combinations.

[0027] The embodiments of the present application provide a method, apparatus, device and storage medium for automatically generating a commission report. The method for automatically generating a commission report can be applied to a server, and by automatically performing data acquisition, calculation and analysis processes upon receiving a commission report generation instruction, a commission report is generated, thereby realizing the automatic generation of a commission report without the need for human intervention, thereby improving the efficiency of data acquisition, statistics and analysis, and avoiding human errors, thereby improving the efficiency and accuracy of generating commission reports; secondly, business data and target analysis dimensions are obtained based on user identity information, and then commission statistical analysis is performed based on the target analysis dimensions, thereby avoiding interference of irrelevant data and non-essential analysis dimensions on the commission statistical analysis, and improving the accuracy of the commission report. The server can be an independent server or a server cluster.

[0028] The following describes some embodiments of the present application in detail with reference to the accompanying drawings. In the absence of conflict, the following embodiments and features therein may be combined with each other.

[0029] See also Figure 1 , Figure 1 The following is a schematic flow chart of a method for automatically generating a commission report according to an embodiment of the present application. The method for automatically generating a commission report can be applied to a server to improve the efficiency and accuracy of generating the commission report.

[0030] like Figure 1 As shown, the automatic generation method of the commission report specifically includes steps S101 to S103.

[0031] S101. Upon receiving a commission report generation instruction, obtaining commission configuration information and user identity information, and querying business data and screening target analysis dimensions based on the user identity information;

[0032] In this embodiment, the commission configuration information includes commission calculation rules and commission components, etc. For example, in financial insurance business, the commission components may include new policies, renewal policies, claims processing and additional commissions, that is, when new policies, renewal policies and claims processing exist in the business data, the commission of this part of the income can be calculated according to the preset ratio, and the additional commission may include additional rewards obtained for achieving certain sales targets or business quality standards; the commission calculation rules include the commission rate of each component, the correspondence between performance ranking and commission rate, the commission rate of excess performance, etc. For example, for an insurance product, it may be stipulated that the commission is calculated according to a certain ratio of the premium, and there are different commission ratios according to different years of payment (such as the first year commission ratio is 20% of the premium, and the renewal commission ratio is 5% of the premium).

[0033] User identity information includes user name, user role (manager, business personnel), etc.

[0034] In one embodiment, the commission report generation instruction can be automatically triggered, such as when a change in commission configuration information and / or business data is detected, or when a preset time is reached. It can also be manually triggered by the user.

[0035] In one embodiment, business data is queried and target analysis dimensions are filtered based on user identity information. Specifically, different user roles correspond to different queryable business data and target analysis dimensions. Based on the user identity information, the business data available to the current user is determined and queried, and the target analysis dimensions are filtered. Business data queries can be implemented using artificial intelligence technologies such as data query statements and data query tools.

[0036] The business data may be stored in a preset business database, the analysis dimensions may be stored in a preset dimension database, and the analysis dimensions may be set by the user according to actual needs.

[0037] In another embodiment, the acquired business data is cleaned, organized, and analyzed to ensure the accuracy and completeness of the data.

[0038] Furthermore, querying business data and filtering target analysis dimensions based on the user identity information includes: determining the user role according to the user identity information; when the user role is a business person, querying the user's personal business data, and filtering out the analysis dimension corresponding to the personal commission analysis from the dimension database as the target analysis dimension.

[0039] In one embodiment, the user identity information includes the user role. Different user roles correspond to different queryable business data and target analysis dimensions. The business data that the current user can query is determined and queried based on the user identity information, and the target analysis dimensions are filtered.

[0040] In this embodiment, the dimensional database stores multiple preset commission analysis dimensions, such as personal commission details, target achievement, commission ranking, etc. for personal commission analysis, and total team commission, cross-team commission comparison, total commission of various insurance policies, etc. for team commission analysis.

[0041] When the user role is a business person, you can only query the personal business data of the business person, perform personal commission analysis, and filter out the analysis dimension used for personal commission analysis from the dimension database as the target analysis dimension.

[0042] It is understandable that both personal commission analysis and team commission analysis correspond to at least one analysis dimension, that is, at least one target analysis dimension can be screened out according to the user role.

[0043] For example, when the user role is a business personnel, the business data that can be queried is the business personnel's own business data (such as the insurance product types of the new policies sold by the business personnel and the total premiums of each type of insurance products, the product types of the policies renewed by the business personnel and the total premiums of each type of insurance products, etc.), and the business data of other business personnel cannot be viewed to ensure that user privacy is not leaked; the target analysis dimensions can be personal commission details, target achievement, commission ranking, etc.

[0044] Furthermore, after determining the user role based on the user identity information, the method further includes: when the user role is a manager, querying the team business data corresponding to the user, and filtering out the analysis dimension corresponding to the team commission analysis from a preset dimension database as the target analysis dimension.

[0045] In one embodiment, when the user role is a manager, the business data that can be queried may include the business data of each business person in the team led by the manager, and the target analysis dimensions may include the total commission of the team, the total commission of various insurance policies, the total commission of each business person, etc.

[0046] In the above embodiment, querying business data and target analysis dimensions based on user roles can avoid interference with commission statistics and analysis caused by irrelevant data and unnecessary analysis dimensions, thereby improving the accuracy of commission statistics and analysis.

[0047] S102: Based on the commission configuration information and the target analysis dimension, perform commission statistics on the business data to obtain current commission data;

[0048] In one embodiment, commission calculation rules and commission components are determined based on the commission configuration information. Commission source data used to calculate commissions is extracted from the queried business data based on the commission components. Commission statistics are then calculated based on the commission calculation rules to obtain the commission for each commission component. Finally, the commission for each commission component is analyzed based on the target analysis dimension to obtain a dimensional analysis result.

[0049] In one embodiment, the current commission data includes the commission amount of each component, the total commission, and the analysis results by dimension.

[0050] S103: Obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report;

[0051] In this embodiment, the historical commission data obtained corresponds to the current commission data, that is, if the current commission data is the personal commission data of the business person, the historical commission data of the business person is obtained; if the current commission data is the team commission data of the manager, the historical commission data of the manager's team is obtained.

[0052] In one embodiment, current and historical commission data are analyzed to obtain commission forecast data and business planning suggestions. Because different user roles correspond to different business data and target analysis dimensions, the current and historical commission data obtained are also different. Therefore, the commission forecast data includes individual commission forecast data and team commission forecast data, and the business planning suggestions include individual business planning suggestions and team business planning suggestions.

[0053] In one embodiment, current commission data, commission forecast data, and business planning suggestions are integrated to generate a commission report.

[0054] In another embodiment, the portion of the commission report that can be visualized is visualized and displayed in a visual form such as a chart, a bar chart, a pie chart, etc. This allows users to intuitively understand the detailed commission information.

[0055] Furthermore, the analysis of the historical commission data and the current commission data to generate a commission report also includes: based on a preset team commission forecasting model, analyzing the historical commission data and the current commission data to obtain team commission forecasting data; obtaining preset team business goals, and based on a preset team planning recommendation model, analyzing the team business goals, the current commission data and the team commission forecasting data to obtain team business planning suggestions; generating the commission report based on the current commission data, the team commission forecasting data and the team business planning suggestions.

[0056] In this embodiment, the team commission prediction model can be a time series prediction model or a machine learning model, which can be used to predict team commissions and is trained using historical team commission data. The team planning recommendation model can be a machine learning model or an association rule mining algorithm, which is trained using historical team business planning data.

[0057] In one embodiment, a team commission prediction model is used to analyze the input current commission data and historical commission data to obtain team commission prediction data, and the accuracy of the team commission prediction data is also output so that the user can judge whether the prediction data is reliable based on the accuracy.

[0058] In one embodiment, the team business goal may be a business goal set by a manager, such as a quarterly or annual sales goal, a market share goal, and the like.

[0059] In this embodiment, the team planning recommendation model is used to generate team business planning suggestions for managers. The team planning recommendation model analyzes current commission data, team business goals, and team commission forecast data to obtain team business planning suggestions. Team business planning suggestions may include business resource allocation suggestions, sales channel suggestions, short-term business planning suggestions, and long-term business planning suggestions. If the team's future commission is predicted to be lower than the current commission, it may be recommended to expand the customer base or increase sales of specific products.

[0060] In one embodiment, current commission data, team commission forecast data, and team business planning suggestions are integrated to generate a commission report.

[0061] In another embodiment, during the team commission forecasting process, trend analysis can be performed based on historical and current commission data to determine the team's commission change trends. This allows managers to understand the team's sales personnel's business trends and make decisions based on these commission change trends. The commission change trends corresponding to managers can include changes in the total commission of each sales personnel, changes in commissions for each product type, and so on.

[0062] In the above example, by comprehensively analyzing historical and current commission data to accurately grasp commission trends, and using a pre-set model to accurately predict team commissions and generate business planning suggestions, a personalized commission report is generated. This provides managers with reasonable decision-making, helps them understand business conditions in a timely manner, make more accurate decisions, optimize management plans, and improve team performance.

[0063] Furthermore, after analyzing the historical commission data and the current commission data and generating a commission report, it also includes: when changes are detected in the business data and / or the commission configuration information, automatically triggering a report generation instruction, and updating the commission report based on the report generation instruction.

[0064] In one embodiment, in order to timely update the commission report, the business data and commission configuration information are monitored, and when changes are detected in either or both of the business data and commission configuration information, a report generation instruction is automatically triggered.

[0065] Based on the report generation instructions, relevant business data is obtained again according to the user identity information, and the target analysis dimension is determined. Then, the business data is analyzed and processed to obtain the latest commission report, which is updated in real time to ensure that the latest and accurate commission report can be obtained in a timely manner.

[0066] The above embodiment provides a method, apparatus, device and storage medium for automatically generating a commission report. When a commission report generation instruction is received, commission configuration information and user identity information are obtained, and based on the user identity information, business data is queried and target analysis dimensions are filtered; commission statistics are performed on the business data based on the commission configuration information and the target analysis dimensions to obtain current commission data; historical commission data is obtained, and the historical commission data and the current commission data are analyzed to generate a commission report. This application can automatically perform data acquisition, calculation and analysis processes to generate a commission report when a commission report generation instruction is received, thereby realizing the automatic generation of commission reports without the need for human intervention, improving the efficiency of data acquisition, statistics and analysis, and avoiding human errors, thereby improving the efficiency and accuracy of commission report generation; secondly, business data and target analysis dimensions are obtained based on user identity information, and then commission statistical analysis is performed based on the target analysis dimensions, thereby avoiding interference of irrelevant data and non-essential analysis dimensions on commission statistical analysis, thereby improving the accuracy of commission reports.

[0067] See also Figure 2 , Figure 2 This is a schematic flow chart of a method for automatically generating a commission report provided in an embodiment of the present application. This method for automatically generating a commission report can be applied to a server to accurately grasp the trend of commission changes by comprehensively analyzing historical and current commission data, and to accurately predict individual commissions and generate business planning suggestions with the help of market transaction data and preset models. It provides business personnel with a reasonable business direction, helps them optimize sales strategies, and increases commission income. Secondly, artificial intelligence technology is used to realize the automated statistics and analysis of commission data and the automated generation of commission reports, thereby improving the efficiency and accuracy of commission report generation.

[0068] like Figure 2 As shown, the automatic generation method of the commission report specifically includes steps S201 to S204.

[0069] S201: Perform trend analysis on the historical commission data and the current commission data to obtain a commission change trend;

[0070] S202: Obtain market transaction data, and analyze the market transaction data, the current commission data, and the commission change trend based on a preset personal commission prediction model to generate personal commission prediction data;

[0071] S203: Analyze the current commission data, the commission change trend, and the personal commission forecast data based on a preset personal planning recommendation model to obtain personal business planning suggestions;

[0072] S204: Generate the commission report based on the current commission data, the personal commission forecast data, and the personal business planning suggestion.

[0073] In one embodiment, historical commission data is integrated with current commission data to ensure consistency and coherence across the timeline, forming a complete time series dataset. Based on business needs and data characteristics, appropriate time series analysis methods are selected to calculate key trend indicators, such as month-over-month growth rate, year-over-year growth rate, and average growth rate. These indicators can quantify the magnitude and speed of commission changes.

[0074] In one embodiment, the commission change trend can reflect the performance changes of the salesperson. For example, if the commission of new policies shows an upward trend, it means that the salesperson is constantly developing new business. The commission change trend can provide an effective data basis for subsequent commission forecasts and business planning suggestions, thereby improving the accuracy of forecasts and the rationality of suggestions. For example, the commission change trend corresponding to the insurance salesperson can include the change in total commission, the change in commission of each commission component, etc.

[0075] In this embodiment, the individual commission prediction model can be a time series prediction model or a machine learning model that can be used to predict commissions. The commission prediction model is trained based on historical individual commission data. The individual planning recommendation model is trained based on historical business planning data of each business person.

[0076] Specifically, the personal commission prediction model may include a market trend analysis module for analyzing market trends based on market transaction data, and a personal commission prediction module for combining market trends, current commission data, and commission change trends to obtain personal commission prediction data. It also includes a prediction accuracy analysis module for analyzing the prediction results, such as prediction error analysis, sensitivity analysis, etc., to obtain the accuracy of the prediction results, so that users can judge whether the current personal commission prediction data is reliable based on the accuracy.

[0077] In one embodiment, the personal commission forecast data may be the forecast commission income for a period of time (such as monthly, quarterly, or annual), or the commission income for a specific business area.

[0078] In one embodiment, a personal planning recommendation model is used to analyze the current commission data, the commission change trend, and the personal commission forecast data, and output business planning suggestions for business personnel.

[0079] For example, if the analysis results show that the commission rate for new policies is too low, the salesperson will be advised to strengthen new business development and increase the commission rate for new policies. If the analysis results show that the commission rate for renewal policies is low, the salesperson will be advised to strengthen customer relations and improve renewal rates. If the analysis results show that the commission rate for new policies issued through the telephone channel is low, the system may recommend that the salesperson develop new sales channels to increase the number of new policies.

[0080] In a specific embodiment, the logical structure used for organizing and storing data in a data warehouse tool may be used to organize data into a table format, so that query language can be used to query and manage the data stored in the distributed storage system.

[0081] In one embodiment, current commission data, personal commission forecast data, and personal business planning suggestions are integrated to generate a commission report.

[0082] In another embodiment, a chart can be used to display current commission data and personal commission forecast data. For example, personal commission forecast data includes commission forecast results of various types of products of sales personnel, which can be displayed using Figure 3 The commission change trend can be represented by a line chart to facilitate user viewing.

[0083] In the above example, historical and current commission data are comprehensively analyzed to accurately grasp commission trends. Market transaction data and pre-set models are then used to accurately predict individual commissions and generate business planning recommendations. This provides sales personnel with a sound business direction, helping them optimize sales strategies and increase commission income. Secondly, artificial intelligence technology is used to automate the statistics and analysis of commission data and the generation of commission reports, improving the efficiency and accuracy of commission report generation.

[0084] See also Figure 4 , Figure 4 This is a schematic flow chart of a method for automatically generating commission reports, as provided in an embodiment of the present application. This method can be applied to a server to determine commission calculation rules and commission components based on commission configuration information. It accurately extracts commission sources from business data and performs detailed statistics and multi-dimensional analysis based on target analysis dimensions, thereby obtaining detailed and accurate current commission data. This method avoids interference with commission statistics and analysis caused by irrelevant data and unnecessary analysis dimensions, thereby improving the accuracy of commission reports.

[0085] like Figure 4 As shown, the automatic generation method of the commission report specifically includes steps S301 to S303.

[0086] S301. Determine commission calculation rules and commission components based on the commission configuration information, and extract commission source data from the business data based on the commission components;

[0087] In one embodiment, the commission configuration information includes commission calculation rules and commission components, and the commission source data is the data in the business data used for commission calculation.

[0088] For example, in the financial insurance business, common commission components include new policy commissions, renewal commissions, claims processing and additional commissions. New policy commissions are calculated based on the first-year premium of the new policy, and the proportion is usually higher to motivate sales staff to develop new business; renewal commissions are calculated based on renewal premiums, and the proportion is relatively low, but can be continuously obtained during the validity period of the policy; additional commissions may include additional rewards for achieving certain sales targets or business quality standards. There can be different components for different business objects. For example, for different types of insurance products (such as auto insurance, health insurance, accident insurance, etc.), it can be determined separately whether their new policy commissions and renewal commissions are commission components; for different sales channels, there can also be specific commission components, such as personal agency channels may have newcomer allowances, training awards, etc.

[0089] Extract commission source data from business data based on commission components to calculate commissions. For example, for new policy commissions, extract first-year premium data and insurance product type; for renewal commissions, extract renewal premium data, payment history, policy status, and other information. Specifically, data extraction can be done using artificial intelligence technologies such as data extraction tools, query statements, or data interfaces.

[0090] S302: Based on the commission calculation rule, perform commission statistics on the commission source data to obtain the commission of each commission component;

[0091] In one embodiment, the commission for each commission component is calculated based on the extracted commission source data according to the commission calculation rules. For example, the commission calculation rules are as follows: the first-year commission rate for both auto insurance and health insurance policies is 20%, and the renewal commission rate is 5%. When the performance ranking reaches the top 3, all rates are increased by 1%. Therefore, for a new auto insurance or health insurance policy, the commission for that policy = the first-year premium of the policy × 20%. For a renewed auto insurance or health insurance policy, the commission for that policy = the renewal premium of the policy × 5%. If the salesperson's performance ranking reaches the top 3, then for a new auto insurance or health insurance policy, the commission for that policy = the first-year premium of the policy × 21%. For a renewed auto insurance or health insurance policy, the commission for that policy = the renewal premium of the policy × 6%.

[0092] In one embodiment, the calculated commissions for each commission component are aggregated to obtain the total commission data for each salesperson or manager's team. For example, the total commission data for a salesperson can be obtained by summing up all the commission components, including the first-year commission and renewal commission for auto insurance business, and the first-year commission and renewal commission for health insurance business, for a specific time period.

[0093] S303: Analyze the commission of each commission component based on the target analysis dimension to obtain the current commission data.

[0094] In one embodiment, target analysis dimensions for sales personnel include, but are not limited to, individual commission details, target achievement, the ratio of new policy commissions to total commissions, the ratio of renewal policy commissions to total commissions, and the ratio of claims settlement to total commissions. Target analysis dimensions for managers include, but are not limited to, total team commissions, cross-team commission comparisons, total commission rankings for various product types, commission details for each salesperson, and overall capability rankings for team sales personnel.

[0095] Specifically, the commissions of each commission component are processed and analyzed according to the target analysis dimension to obtain the current commission data. For example, if the target analysis dimension corresponding to the salesperson is the commission contribution ratio of new policies, the commission contribution ratio of renewal policies, and the contribution ratio of claims processing business, the commission of each component can be analyzed with the total commission to obtain the commission contribution ratio of each component. If the target analysis dimension corresponding to the manager is the comprehensive ability ranking of the team's sales personnel, the commission of each component of each salesperson is analyzed to comprehensively judge the ability level of each salesperson and rank them.

[0096] In one embodiment, the current commission data includes the commission amount of each component, the total commission, and the analysis results by dimension. The analysis results by dimension can also be saved in the form of visual icons for visual display, for example, Figure 5 In the pie chart shown, the orange area represents the contribution ratio of renewal policy commission to the total commission (or the proportion in the total commission), the blue area represents the contribution ratio of new policy commission to the total commission, and the gray area represents the contribution ratio of commission earned from claims processing to the total commission. It clearly shows the contribution ratio of new policies, renewal policies, claims processing and other businesses to the total commission in a visual way.

[0097] In the above embodiment, commission calculation rules and commission components are determined through commission configuration information. This allows accurate extraction of commission sources from business data and detailed statistics and multi-dimensional analysis based on the target analysis dimensions, thereby obtaining detailed and accurate current commission data. This prevents interference with commission statistics and analysis caused by irrelevant data and unnecessary analysis dimensions, thereby improving the accuracy of commission reports.

[0098] See also Figure 6 , Figure 6 The embodiment of the present application provides a schematic block diagram of an automatic commission report generation device, which is used to execute the aforementioned automatic commission report generation method. The automatic commission report generation device can be configured on a server.

[0099] like Figure 6 As shown, the automatic generation device 400 of the commission report includes:

[0100] Related data acquisition module 401 is used to obtain commission configuration information and user identity information when receiving a commission report generation instruction, and query business data and filter target analysis dimensions based on the user identity information;

[0101] A commission data acquisition module 402 is configured to perform commission statistics on the business data based on the commission configuration information and the target analysis dimension to obtain current commission data;

[0102] The commission report generating module 403 is configured to obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

[0103] Furthermore, the relevant data acquisition module 401 includes:

[0104] A user role determination unit, configured to determine a user role based on the user identity information;

[0105] The relevant data acquisition unit is used to query the user's personal business data when the user role is a business person, and filter out the analysis dimension corresponding to the personal commission analysis from the dimension database as the target analysis dimension.

[0106] Furthermore, the commission report generating module 403 includes:

[0107] a change trend obtaining unit, configured to perform trend analysis on the historical commission data and the current commission data to obtain a commission change trend;

[0108] A personal commission prediction unit, configured to obtain market transaction data and, based on a preset personal commission prediction model, analyze the market transaction data, the current commission data, and the commission change trend to generate personal commission prediction data;

[0109] A personal business planning suggestion obtaining unit, configured to analyze the current commission data, the commission change trend, and the personal commission forecast data based on a preset personal planning recommendation model to obtain personal business planning suggestions;

[0110] A commission report generating unit is used to generate the commission report based on the current commission data, the personal commission forecast data and the personal business planning suggestion.

[0111] Furthermore, the relevant data acquisition module 401 further includes:

[0112] The relevant data acquisition unit is used to query the team business data corresponding to the user when the user role is a manager, and filter out the analysis dimension corresponding to the team commission analysis from the preset dimension database as the target analysis dimension.

[0113] Furthermore, the commission report generating module 403 further includes:

[0114] A team commission prediction unit, configured to analyze the historical commission data and the current commission data based on a preset team commission prediction model to obtain team commission prediction data;

[0115] A team business planning suggestion obtaining unit, configured to obtain a preset team business goal and, based on a preset team planning recommendation model, analyze the team business goal, the current commission data, and the team commission forecast data to obtain a team business planning suggestion;

[0116] A commission report generating unit is used to generate the commission report based on the current commission data, the team commission forecast data and the team business planning suggestion.

[0117] Furthermore, the commission data obtaining module 402 includes:

[0118] a data extraction unit, configured to determine commission calculation rules and commission components based on the commission configuration information, and extract commission source data from the business data based on the commission components;

[0119] A commission statistics unit, configured to perform commission statistics on the commission source data based on the commission calculation rules to obtain the commission of each commission component;

[0120] The commission analysis unit is configured to analyze the commission of each of the commission components based on the target analysis dimension to obtain the current commission data.

[0121] Furthermore, the automatic commission report generation device 400 further includes:

[0122] The instruction triggering module is used to automatically trigger the report generation instruction when detecting changes in the business data and / or the commission configuration information, and update the commission report based on the report generation instruction.

[0123] It should be noted that those skilled in the art will clearly understand that, for the convenience and brevity of description, the specific working processes of the above-described devices and modules can refer to the corresponding processes in the aforementioned method embodiments and will not be repeated here.

[0124] The above-mentioned device can be realized in the form of a computer program. The computer program can be used in Figure 7 Runs on the computer equipment shown.

[0125] See also Figure 7 , Figure 7 1 is a schematic block diagram of a computer device provided in an embodiment of the present application. The computer device may be a server.

[0126] See Figure 7 The computer device includes a processor, a memory, and a network interface connected through a system bus, wherein the memory may include a non-volatile storage medium and an internal memory.

[0127] The non-volatile storage medium can store an operating system and a computer program. The computer program includes program instructions, which, when executed, can cause a processor to perform any one of the methods for automatically generating a commission report.

[0128] The processor is used to provide computing and control capabilities and support the operation of the entire computer equipment.

[0129] The internal memory provides an environment for the execution of the computer program in the non-volatile storage medium. When the computer program is executed by the processor, the processor can execute any one of the methods for automatically generating commission reports.

[0130] The network interface is used for network communication, such as sending assigned tasks, etc. Those skilled in the art will understand that Figure 7 The structure shown in the figure is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation on the computer device to which the solution of the present application is applied. The specific computer device may include more or fewer components than shown in the figure, or combine certain components, or have a different component arrangement.

[0131] It should be understood that the processor may be a central processing unit (CPU), or other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field-programmable gate arrays (FPGA), or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. The general-purpose processor may be a microprocessor or any conventional processor, etc.

[0132] In one embodiment, the processor is configured to execute a computer program stored in the memory to implement the following steps:

[0133] Upon receiving a commission report generation instruction, obtaining commission configuration information and user identity information, and querying business data and filtering target analysis dimensions based on the user identity information;

[0134] Based on the commission configuration information and the target analysis dimension, performing commission statistics on the business data to obtain current commission data;

[0135] Obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

[0136] In one embodiment, when querying business data and filtering target analysis dimensions based on the user identity information, the processor is configured to:

[0137] Determining a user role based on the user identity information;

[0138] When the user role is a business person, the personal business data of the user is queried, and the analysis dimension corresponding to the personal commission analysis is screened out from the dimension database as the target analysis dimension.

[0139] In one embodiment, when the processor analyzes the historical commission data and the current commission data and generates a commission report, it is configured to:

[0140] Performing trend analysis on the historical commission data and the current commission data to obtain a commission change trend;

[0141] Obtaining market transaction data, and analyzing the market transaction data, the current commission data, and the commission change trend based on a preset personal commission prediction model to generate personal commission prediction data;

[0142] Based on a preset personal planning recommendation model, the current commission data, the commission change trend, and the personal commission forecast data are analyzed to obtain personal business planning suggestions;

[0143] The commission report is generated based on the current commission data, the personal commission forecast data, and the personal business planning suggestion.

[0144] In one embodiment, after determining the user role based on the user identity information, the processor is further configured to:

[0145] When the user role is a manager, the team business data corresponding to the user is queried, and the analysis dimension corresponding to the team commission analysis is screened out from a preset dimension database as the target analysis dimension.

[0146] In one embodiment, when the processor analyzes the historical commission data and the current commission data and generates a commission report, the processor is further configured to:

[0147] Analyzing the historical commission data and the current commission data based on a preset team commission forecasting model to obtain team commission forecasting data;

[0148] Obtaining a preset team business goal, and based on a preset team planning recommendation model, analyzing the team business goal, the current commission data, and the team commission forecast data to obtain team business planning suggestions;

[0149] The commission report is generated based on the current commission data, the team commission forecast data, and the team business planning suggestions.

[0150] In one embodiment, when performing commission statistics on the business data based on the commission configuration information and the target analysis dimension to obtain current commission data, the processor is configured to implement:

[0151] Determining commission calculation rules and commission components based on the commission configuration information, and extracting commission source data from the business data based on the commission components;

[0152] Based on the commission calculation rules, performing commission statistics on the commission source data to obtain the commission of each commission component;

[0153] Based on the target analysis dimension, the commission of each commission component is analyzed to obtain the current commission data.

[0154] In one embodiment, after analyzing the historical commission data and the current commission data and generating a commission report, the processor is further configured to:

[0155] When changes are detected in the business data and / or the commission configuration information, a report generation instruction is automatically triggered, and the commission report is updated based on the report generation instruction.

[0156] An embodiment of the present application also provides a computer-readable storage medium, which stores a computer program, and the computer program includes program instructions. The processor executes the program instructions to implement any method for automatically generating a commission report provided in the embodiment of the present application.

[0157] The computer-readable storage medium may be an internal storage unit of the computer device described in the aforementioned embodiment, such as a hard disk or memory of the computer device. The computer-readable storage medium may also be an external storage device of the computer device, such as a plug-in hard disk, a SmartMedia Card (SMC), a Secure Digital (SD) card, a flash memory card, etc., equipped on the computer device.

[0158] The above description is merely a specific embodiment of the present application, but the scope of protection of the present application is not limited thereto. Any person skilled in the art can easily conceive of various equivalent modifications or substitutions within the technical scope disclosed in the present application, and such modifications or substitutions should be included in the scope of protection of the present application. Therefore, the scope of protection of the present application should be based on the scope of protection of the claims.

Claims

1. A method for automatically generating a commission report, characterized in that: include: Upon receiving a commission report generation instruction, obtaining commission configuration information and user identity information, and querying business data and filtering target analysis dimensions based on the user identity information; Based on the commission configuration information and the target analysis dimension, performing commission statistics on the business data to obtain current commission data; Obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

2. The method for automatically generating a commission report according to claim 1, characterized in that: The querying of business data and screening of target analysis dimensions based on the user identity information includes: Determining a user role based on the user identity information; When the user role is a business person, the personal business data of the user is queried, and the analysis dimension corresponding to the personal commission analysis is screened out from the dimension database as the target analysis dimension.

3. The method for automatically generating a commission report according to claim 2, characterized in that: The analyzing the historical commission data and the current commission data to generate a commission report includes: Performing trend analysis on the historical commission data and the current commission data to obtain a commission change trend; Obtaining market transaction data, and analyzing the market transaction data, the current commission data, and the commission change trend based on a preset personal commission prediction model to generate personal commission prediction data; Based on a preset personal planning recommendation model, the current commission data, the commission change trend, and the personal commission forecast data are analyzed to obtain personal business planning suggestions; The commission report is generated based on the current commission data, the personal commission forecast data, and the personal business planning suggestion.

4. The method for automatically generating a commission report according to claim 2, wherein: After determining the user role according to the user identity information, the method further includes: When the user role is a manager, the team business data corresponding to the user is queried, and the analysis dimension corresponding to the team commission analysis is screened out from a preset dimension database as the target analysis dimension.

5. The method for automatically generating a commission report according to claim 4, characterized in that: The analyzing the historical commission data and the current commission data to generate a commission report further includes: Analyzing the historical commission data and the current commission data based on a preset team commission forecasting model to obtain team commission forecasting data; Obtaining a preset team business goal, and based on a preset team planning recommendation model, analyzing the team business goal, the current commission data, and the team commission forecast data to obtain team business planning suggestions; The commission report is generated based on the current commission data, the team commission forecast data, and the team business planning suggestions.

6. The method for automatically generating a commission report according to claim 1, wherein: The performing commission statistics on the business data based on the commission configuration information and the target analysis dimension to obtain current commission data includes: Determining commission calculation rules and commission components based on the commission configuration information, and extracting commission source data from the business data based on the commission components; Based on the commission calculation rules, commission statistics are performed on the commission source data to obtain the commission of each commission component; Based on the target analysis dimension, the commission of each commission component is analyzed to obtain the current commission data.

7. The method for automatically generating a commission report according to any one of claims 1 to 6, characterized in that: After analyzing the historical commission data and the current commission data to generate a commission report, the method further includes: When changes are detected in the business data and / or the commission configuration information, a report generation instruction is automatically triggered, and the commission report is updated based on the report generation instruction.

8. An automatic commission report generation device, characterized in that: include: A relevant data acquisition module is used to obtain commission configuration information and user identity information when receiving a commission report generation instruction, and query business data and filter target analysis dimensions based on the user identity information; A commission data acquisition module, configured to perform commission statistics on the business data based on the commission configuration information and the target analysis dimension to obtain current commission data; The commission report generating module is used to obtain historical commission data, analyze the historical commission data and the current commission data, and generate a commission report.

9. A computer device, characterized in that: The computer device includes a memory and a processor; The memory is used to store computer programs; The processor is configured to execute the computer program and implement the method for automatically generating a commission report according to any one of claims 1 to 7 when executing the computer program.

10. A computer-readable storage medium, characterized in that The computer-readable storage medium stores a computer program, which, when executed by a processor, causes the processor to implement the method for automatically generating a commission report according to any one of claims 1 to 7.

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