Strategy determination method and device, electronic equipment and computer program product
By optimizing data processing methods according to the policy type and generating outbound call strategies, the problems of low data replenishment efficiency and inflexible strategies in the traditional outbound call mode are solved, efficient and personalized outbound call strategy generation is achieved, and customer response rate and satisfaction are improved.
Patent Information
- Application Number
- CN202510723024.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-05-30
- Publication Date
- 2025-09-05
AI Technical Summary
The traditional telephone outbound call model lacks flexibility and personalization, resulting in low data replenishment efficiency and inflexible outbound call strategy, affecting conversion rate and customer satisfaction.
By obtaining policy generation request and customer group information, according to different policy types, a data query interface is used to obtain feature fields or control thread processing field supplementary strategies, and an out-of-call strategy is generated, including the first type and the second type, which are optimized for small data volume and large data volume scenarios respectively.
It improves the data replenishment efficiency and flexibility of outbound call strategies, improves customer response rates and satisfaction, and reduces resource consumption and operating costs.
Smart Images

Figure CN120602587A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the field of financial technology, and specifically, to a strategy determination method, device, electronic device, and computer program product. Background Art
[0002] With the rapid development of financial services and the increasing sophistication of market demands, traditional outbound telephone service models face significant challenges. Financial institutions often use standardized scripts and conversational language to communicate with customers. While this model simplifies operations to a certain extent, its lack of flexibility and personalization makes it difficult to effectively capture and meet the specific needs of different potential customers, resulting in low conversion rates and low customer satisfaction.
[0003] Faced with massive amounts of customer data, financial institutions need to supplement and improve the customer information involved in outbound calls in order to more accurately target customer groups and provide customized services. However, existing customer information supplementation technologies have significant limitations. First, during the information supplementation process, customer information needs to be extracted and integrated from multiple data sources. This process often involves a large amount of data processing and storage resources. Especially when processing large-scale data sets, the demand for computing and storage resources will increase dramatically, resulting in high costs. In addition, traditional information supplementation methods usually require accessing different data tables or data sources one by one. This process is not only time-consuming but also inefficient. Especially when the data volume is large and widely distributed, it is impossible to achieve fast and accurate information acquisition and supplementation, which seriously affects the execution efficiency of outbound call tasks and customer response time.
[0004] With regard to the technical problems of low data supplement efficiency and poor flexibility of outbound call strategies when formulating outbound call strategies in relevant technologies, no effective solution has been proposed so far. Summary of the Invention
[0005] The main purpose of this application is to provide a strategy determination method, device, electronic device and computer program product to solve the technical problems of low data supplement efficiency and poor flexibility of outbound call strategies when formulating outbound call strategies in related technologies.
[0006] In order to achieve the above-mentioned purpose, according to one aspect of the present application, a method for determining a strategy is provided. The method includes: obtaining a strategy generation request and M customer groups, and determining a strategy type according to the strategy generation request, wherein the strategy type includes a first type and a second type, the amount of strategy data indicated by the first type is less than the amount of strategy data indicated by the second type, and M is a positive integer; in the case where the strategy type is the first type, obtaining customer group information of the M customer groups, obtaining the first feature field of the M customer group information from the data table through the data query interface, and generating M outbound call strategies based on the M first feature fields, wherein each outbound call strategy refers to a strategy for making outbound calls to each customer group; in the case where the strategy type is the second type, determining a field supplement strategy based on each customer group information, obtaining M field supplement strategies, and controlling the thread to process each field supplement strategy to obtain M outbound call strategies.
[0007] Furthermore, the data table is obtained in the following manner: Y preset outbound call strategies are obtained, and the customer groups corresponding to each preset outbound call strategy are obtained to obtain Y customer groups, where each customer group is associated with a customer group list, Y is greater than M, and Y is a positive integer; the customer group lists of the Y customer groups are deduplicated to obtain Y processed customer group lists, and the full feature fields of each customer group are obtained from the data lake based on the Y processed customer group lists to obtain Y groups of full feature fields; an initial data table is obtained, and the Y groups of full feature fields are written into the initial data table to obtain a data table.
[0008] Furthermore, obtaining the first characteristic field of M customer group information from the data table through the data query interface includes: obtaining the customer group number corresponding to each customer group information to obtain M customer group numbers; obtaining the characteristic field matching the M customer group numbers from the data table through the data query interface to obtain the first characteristic field.
[0009] Furthermore, generating M outbound call strategies based on M first feature fields includes: obtaining the business needs of each customer group according to the strategy generation request to obtain M business needs; extracting supplementary fields from the data table according to the M business needs to obtain M second feature fields; obtaining a strategy template, filling each first feature field and each second feature field into the strategy template to obtain M outbound call strategies.
[0010] Furthermore, controlling the thread to process each field supplementation strategy to obtain M outbound call strategies includes: obtaining a first thread and a second thread, wherein the first thread is used to supplement the first characteristic field, and the second thread is used to supplement the second characteristic field, and the second characteristic field refers to a supplementary field extracted from the data table according to the business needs of each customer group; controlling the first thread to perform first characteristic field supplementation processing on each field supplementation strategy to obtain M initial outbound call strategies; controlling the second thread to access the data table, and performing second characteristic field supplementation processing on each initial outbound call strategy based on the data table to obtain M outbound call strategies.
[0011] Furthermore, controlling the first thread to perform the first characteristic field supplement processing on each field supplement strategy to obtain M initial outbound call strategies includes: controlling the first thread to access the data table to obtain the first characteristic fields of M customer groups; controlling the first thread to fill each first characteristic field into each field supplement strategy to obtain M initial outbound call strategies.
[0012] Furthermore, after obtaining M outbound call strategies, the method also includes: deploying the M outbound call strategies to the production server; upon receiving the policy adjustment instruction returned by the production server, adjusting the K outbound call strategies according to the policy adjustment instruction, and sending MK outbound call strategies and K adjusted outbound call strategies to the client, where K is a positive integer.
[0013] In order to achieve the above-mentioned purpose, according to another aspect of the present application, a policy determination device is provided. The device includes: a first acquisition unit, which is used to obtain a policy generation request and M customer groups, and determine a policy type according to the policy generation request, wherein the policy type includes a first type and a second type, the amount of policy data indicated by the first type is less than the amount of policy data indicated by the second type, and M is a positive integer; a second acquisition unit, which is used to obtain customer group information of the M customer groups when the policy type is the first type, obtain the first feature field of the M customer group information from the data table through the data query interface, and generate M outbound call strategies based on the M first feature fields, wherein each outbound call strategy refers to a strategy for making outbound calls to each customer group; a determination unit, which is used to determine a field supplement strategy based on each customer group information when the policy type is the second type, obtain M field supplement strategies, and control the thread to process each field supplement strategy to obtain M outbound call strategies.
[0014] According to another aspect of an embodiment of the present invention, a computer-readable storage medium is also provided, which includes a stored executable program, wherein when the executable program is running, the device where the computer-readable storage medium is located is controlled to execute a determination method for any of the above strategies.
[0015] According to another aspect of an embodiment of the present invention, an electronic device is also provided, comprising one or more processors and a memory, wherein the memory stores an executable program, and the processor is used to run the program, wherein when the one or more programs are executed by the one or more processors, the one or more processors implement a method for determining any one of the above-mentioned strategies.
[0016] According to another aspect of an embodiment of the present invention, a computer program product is provided. The computer program product includes a computer program, wherein when the computer program is executed by a processor, the computer program implements any one of the above-mentioned strategies for determining the method.
[0017] In an embodiment of the present application, a policy determination method is adopted. A policy generation request and M customer groups are obtained, and a policy type is determined based on the policy generation request. The policy type includes a first type and a second type. The amount of policy data indicated by the first type is less than the amount of policy data indicated by the second type, and M is a positive integer. When the policy type is the first type, customer group information of the M customer groups is obtained, the first feature fields of the M customer group information are obtained from a data table through a data query interface, and M outbound call policies are generated based on the M first feature fields. Each outbound call policy refers to a policy for making outbound calls for each customer group. When the policy type is the second type, a field supplementation policy is determined based on the information of each customer group to obtain M field supplementation policies. The control thread processes each field supplementation policy to obtain M outbound call policies. This solves the technical problems of low data supplementation efficiency and poor flexibility of outbound call policies in the related art when formulating outbound call policies. By determining the policy type based on the policy generation request, determining the acquisition method of the first feature field according to different policy types, and then generating different outbound call policies based on the first feature field, the technical effect of improving data supplementation efficiency and improving flexibility of outbound call policies when formulating outbound call policies is achieved. BRIEF DESCRIPTION OF THE DRAWINGS
[0018] The accompanying drawings, which constitute part of this application, are intended to provide a further understanding of this application. The exemplary embodiments and descriptions of this application are intended to explain this application and do not constitute an improper limitation on this application. In the accompanying drawings:
[0019] Figure 1 A hardware structure block diagram of a computer terminal (or mobile device) for implementing a strategy determination method;
[0020] Figure 2 is a flow chart of a method for determining a strategy according to an embodiment of the present application;
[0021] Figure 3 is a schematic diagram of a device for determining a strategy according to an embodiment of the present application;
[0022] Figure 4 This is a structural block diagram of an electronic device according to an embodiment of the present application. DETAILED DESCRIPTION
[0023] In order to enable those skilled in the art to better understand the present invention, the following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments in the present invention, all other embodiments obtained by ordinary technicians in this field without making creative efforts should fall within the scope of protection of this application.
[0024] It should be noted that the terms "first", "second", etc. in the specification and claims of this application and the above-mentioned drawings are used to distinguish similar customer groups and are not necessarily used to describe a specific order or sequence. It should be understood that the data used in this way can be interchangeable where appropriate, so that the embodiments of the present application described herein can be implemented in an order other than those illustrated or described herein. In addition, the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions. For example, a process, method, system, product or device that includes a series of steps or units is not necessarily limited to those steps or units clearly listed, but may include other steps or units that are not clearly listed or inherent to these processes, methods, products or devices.
[0025] It should be noted that the relevant information (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data used for display, data for analysis, etc.) involved in this application are all information and data authorized by the user or fully authorized by all parties. For example, an interface is set up between this system and the relevant user or organization. Before obtaining relevant information, it is necessary to send an acquisition request to the aforementioned user or organization through the interface, and obtain the relevant information after receiving the consent information fed back by the aforementioned user or organization.
[0026] It should be noted that the collected information used in this application is information and data authorized by the user or fully authorized by all parties, and the collection, storage, use, processing, transmission, provision, disclosure and application of the relevant data comply with the relevant laws, regulations and standards of the relevant regions, take necessary confidentiality measures, do not violate public order and good customs, and provide corresponding operation entrances for users to choose to authorize or refuse use.
[0027] Example 1
[0028] According to an embodiment of the present application, an embodiment of a method for determining a strategy is also provided. It should be noted that the steps shown in the flowchart of 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 can be executed in an order different from that shown here.
[0029] The method embodiment provided in the first embodiment of the present application can be executed in a mobile terminal, a computer terminal or a similar computing device. Figure 1 It is a hardware structure diagram of a computer terminal (or mobile device) for implementing a strategy determination method, such as Figure 1 As shown, the computer terminal 10 (or mobile device) may include one or more ( Figure 1 The computer system 102 includes a processor 102 (the processor 102 may include but is not limited to a microcontroller unit (MCU) or a programmable logic device (FPGA)), a memory 104 for storing data, and a transmission device 106 for communication functions. In addition, the computer system 102 may include: a display, an input / output interface (I / O interface), a universal serial bus (USB) port (which may be included as one of the ports of the BUS), a network interface, a keyboard, a cursor control device, a power supply, and / or a camera. It will be understood by those skilled in the art that Figure 1 The structure shown is only for illustration and does not limit the structure of the above electronic device. Figure 1 More or fewer components than shown, or with Figure 1 Different configurations shown.
[0030] It should be noted that the one or more processors 102 and / or other data processing circuits described above may generally be referred to herein as "data processing circuitry". The data processing circuitry may be embodied in whole or in part as software, hardware, firmware, or any other combination thereof. In addition, the data processing circuitry may be a single independent processing module, or may be incorporated in whole or in part into any of the other components of the computer terminal 10 (or mobile device). As described in the embodiments of the present application, the data processing circuitry serves as a processor control (e.g., selection of a variable resistor terminal path connected to an interface).
[0031] 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 policy determination method in the embodiment of the present application. The processor 102 executes various functional applications and data processing by running the software programs and modules stored in the memory 104, that is, implementing the above-mentioned policy determination method. The memory 104 may include a high-speed random access memory, and may also include a 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 a memory remotely located relative to the processor 102, and these remote memories may be connected to the computer terminal 10 via a network. Examples of the above-mentioned network include, but are not limited to, the Internet, an intranet, a local area network, a mobile communication network, and combinations thereof.
[0032] The transmission device 106 is used to receive or send data via a network. A specific example of the aforementioned network may include a wireless network provided by the communications provider of the computer terminal 10. In one embodiment, the transmission device 106 includes a network interface controller (NIC) and a network interface, which can be connected to other network devices via a base station to enable communication with the Internet. In one embodiment, the transmission device 106 may be a radio frequency (RF) module, which is used to communicate with the Internet wirelessly.
[0033] The display may be, for example, a touch screen liquid crystal display (LCD), which enables a user to interact with a user interface of the computer terminal 10 (or mobile device).
[0034] Under the above operating environment, this application provides Figure 2 The strategy shown is determined. Figure 2 is a flow chart of a method for determining a strategy according to an embodiment of the present application, such as Figure 2 As shown, the method includes the following steps:
[0035] Step S201: Obtain a policy generation request and M customer groups, and determine a policy type according to the policy generation request, wherein the policy type includes a first type and a second type, the policy data volume indicated by the first type is smaller than the policy data volume indicated by the second type, and M is a positive integer.
[0036] In the process of financial institutions providing outbound call services to a large number of customers, in order to solve the problems of large resource consumption and low data replenishment efficiency in the replenishment process and improve the outbound call effect and service quality, multiple sets of strategies can be formulated according to different business scenarios and goals. Therefore, first, policy generation requests for multiple customer groups can be obtained, and then the corresponding policy type when generating the strategy can be determined based on the above requests. Then, the appropriate data processing solution can be selected according to the amount of data. For example, when the amount of policy data to be generated is small, the policy type can be the first type, such as high-net-worth customers or customer groups interested in specific products; conversely, if the amount of policy data to be generated is large, the policy type can be the second type.
[0037] Step S202, when the strategy type is the first type, obtain the customer group information of M customer groups, obtain the first characteristic fields of the M customer group information from the data table through the data query interface, and generate M outbound call strategies based on the M first characteristic fields, where each outbound call strategy refers to a strategy for making outbound calls to each customer group.
[0038] Specifically, if the strategy type is type 1, the generated outbound call strategy is relatively easy to process due to its small data size. This allows for straightforward information supplementation and data integration. For example, the broadest range of information from multiple strategies can be retrieved and written to a data table at once, and then fields extracted as needed after distribution. This allows for identifying the characteristics and needs of different customer groups, generating representative customer group information. The data query interface then accurately extracts the primary characteristic fields associated with each customer group from the data lake. For example, these primary characteristic fields could include name, gender, age, mobile phone number, and customer ID.
[0039] Furthermore, based on the first characteristic field of each customer group, a matching outbound calling strategy is generated, wherein the outbound calling strategy may include the best outbound calling time, priority sorting, outbound calling limit, the script used, etc., so as to achieve the highest customer response rate and satisfaction.
[0040] Step S203: When the policy type is the second type, a field supplementation policy is determined according to each customer group information to obtain M field supplementation policies. The control thread processes each field supplementation policy to obtain M outbound call policies.
[0041] Specifically, when the strategy type is the second type, it indicates that the generated outbound call strategy needs to adopt a more efficient and complex data management strategy when processing the huge data scale to reduce resource consumption and increase data processing speed. At this time, the fixed fields required by all strategies (that is, the first feature fields) can be supplemented at one time, and then the variable fields can be supplemented based on the strategy dimension. First, the field supplement strategy for the first feature field to be supplemented can be determined based on the information of each customer group. Then, multi-threading technology can be used to optimize the field supplement strategy and realize parallel processing, which can significantly improve the efficiency of field supplementation and reduce data processing time. In this way, the corresponding outbound call strategy is generated.
[0042] The policy determination method provided in an embodiment of the present application obtains a policy generation request and M customer groups, and determines a policy type based on the policy generation request, wherein the policy type includes a first type and a second type, the amount of policy data indicated by the first type is less than the amount of policy data indicated by the second type, and M is a positive integer; when the policy type is the first type, customer group information of the M customer groups is obtained, the first feature fields of the M customer group information are obtained from a data table through a data query interface, and M outbound call policies are generated based on the M first feature fields, wherein each outbound call policy refers to a policy for making outbound calls for each customer group; when the policy type is the second type, a field supplementation policy is determined based on the information of each customer group to obtain M field supplementation policies, and a control thread processes each field supplementation policy to obtain M outbound call policies. This method solves the technical problems of low data supplementation efficiency and poor flexibility of outbound call policies in the formulation of outbound call policies in the related art. By determining the policy type based on the policy generation request, determining the acquisition method of the first feature field according to different policy types, and then generating different outbound call policies based on the first feature field, the technical effect of improving data supplementation efficiency and improving flexibility of outbound call policies when formulating outbound call policies is achieved.
[0043] In order to efficiently select fields when obtaining information, a data table can be first constructed using a large amount of data. Optionally, in the strategy determination method provided in the embodiment of the present application, the data table is obtained in the following manner: obtain Y preset outbound call strategies, and obtain the customer groups corresponding to each preset outbound call strategy to obtain Y customer groups, wherein each customer group is associated with a customer group list, Y is greater than M, and Y is a positive integer; deduplicate the customer group lists of the Y customer groups to obtain Y processed customer group lists, and obtain the full feature fields of each customer group from the data lake based on the Y processed customer group lists to obtain Y groups of full feature fields; obtain an initial data table, write the Y groups of full feature fields into the initial data table, and obtain a data table.
[0044] Specifically, a large number of pre-set outbound call strategies can be collected. Each strategy can be associated with a customer group, and each customer group can correspond to a customer group list containing specific customers. For example, different strategies may select the same customer group, and the same customer may be in different customer groups. These situations may result in duplicate customers. Therefore, to prevent the same customer from being included in different strategies multiple times, these customer group lists can be spliced and deduplicated to ensure that each customer appears only once in the final list. This helps reduce resource waste and improve the efficiency of the outbound call process, thus obtaining multiple processed customer group lists.
[0045] Furthermore, program splicing instructions are used to extract the full set of feature fields for each customer group from the financial institution's data lake based on the processed customer group list. This full set of feature fields can include all customer basic information (such as name, gender, age, mobile phone number, customer ID), preferences, feedback records, asset balances, asset growth rates, etc. These full set of feature fields are then written to the initial data table of the data lake, thereby generating a data table. When different feature fields are needed, they can be directly extracted from the data table.
[0046] By constructing a data table, this embodiment can reduce the frequency of access to the data table, effectively reduce operating costs and resource consumption, and improve overall operating efficiency.
[0047] Optionally, in the strategy determination method provided in the embodiment of the present application, obtaining the first characteristic field of M customer group information from the data table through the data query interface includes: obtaining the customer group number corresponding to each customer group information to obtain M customer group numbers; obtaining the characteristic fields matching the M customer group numbers from the data table through the data query interface to obtain the first characteristic field.
[0048] Specifically, when extracting the first feature field from the data table, in order to improve the extraction efficiency, since different customer groups correspond to different customer group characteristics, the corresponding customer group number can be determined by different customer group characteristics. Among them, the customer group number can be determined by age level, consumption ability, geographical location, etc., ensuring the uniqueness and identifiability of the customer group.
[0049] Furthermore, the feature fields matching the customer group number are obtained from the data table through the data query interface, thereby obtaining the first feature field. For example, for the young customer group, the first feature field may be "social media activity" and "online shopping frequency"; and for the elderly customer group, the first feature field may be "health status".
[0050] This embodiment obtains the corresponding first feature field by matching and querying the customer group number, which can lay a data foundation for the subsequent formulation of outbound call strategies.
[0051] Optionally, in the strategy determination method provided in the embodiment of the present application, generating M outbound call strategies based on M first feature fields includes: obtaining the business needs of each customer group according to the strategy generation request to obtain M business needs; extracting supplementary fields from the data table according to the M business needs to obtain M second feature fields; obtaining a policy template, filling each first feature field and each second feature field into the policy template to obtain M outbound call strategies.
[0052] Specifically, when generating outbound call strategies using the first feature field, precise strategy matching and execution can be achieved by integrating the key first and second feature fields. First, the business requirements corresponding to different customer groups can be obtained from the strategy generation requirements. Then, outbound tasks can be created based on these business requirements, and the task information of the outbound tasks can be stored in the data lake. Business requirements can include asset management consulting, for example.
[0053] Furthermore, according to business needs, supplementary fields for different customer groups are obtained from the data table, and after pre-processing such as deduplication, a second characteristic field that can further refine the customer portrait is obtained. The obtained first characteristic field and second characteristic field are then associated and filled into the policy template to obtain the corresponding outbound call strategy. At this time, each outbound call strategy can target a specific customer group and fully consider its business needs and personalized characteristics. It should be noted that during the implementation of the outbound call strategy, the execution of each strategy can be continuously tracked and evaluated (such as key indicators such as customer response, outbound call success rate, customer conversion rate, etc.), and the strategy direction can be adjusted in a timely manner to provide data support for the optimization of subsequent strategies.
[0054] This embodiment uses the first feature field and the second feature field to construct an outbound call strategy, which can ensure that communication with customers is more in line with their needs and preferences, thereby improving customer experience and satisfaction and increasing operational efficiency.
[0055] In order to reduce losses, optionally, in the strategy determination method provided in the embodiment of the present application, the control thread processes each field supplement strategy to obtain M outbound call strategies, including: obtaining a first thread and a second thread, wherein the first thread is used to supplement the first feature field, and the second thread is used to supplement the second feature field, and the second feature field refers to the supplementary field extracted from the data table according to the business needs of each customer group; controlling the first thread to perform first feature field supplement processing on each field supplement strategy to obtain M initial outbound call strategies; controlling the second thread to access the data table, and performing second feature field supplement processing on each initial outbound call strategy based on the data table to obtain M outbound call strategies.
[0056] Since using the first type of strategy can waste resources, to reduce this loss, you can combine all the customers required by all strategies and first fill in the fixed fields. Then, in the second thread, you can fill in the variable fields, using strategy as the dimension. Specifically, you can first determine different field filling strategies based on business needs and the information of each customer group. This means first determining the goals and requirements for customer information filling, and then targeting each strategy for a specific customer group or scenario to derive the field filling strategy.
[0057] Furthermore, by dividing the fields required for outbound call strategies into fixed fields (i.e., first characteristic fields) and variable fields closely related to the specific business needs and preferences of the customer base (i.e., second characteristic fields), for example, fixed fields can include name, gender, address, occupation, etc.; variable fields can include income level, hobbies, etc. Then, by obtaining the first thread and the second thread for different supplementary tasks, that is, the first thread supplements the first characteristic field, uniformly processing the information required for all strategies, and the second thread supplements the second characteristic field according to the strategy dimension.
[0058] Furthermore, the first thread can be controlled to supplement the first characteristic field of each field supplementation strategy to ensure that the first characteristic field is fully supplemented, thereby obtaining the corresponding initial outbound call strategy. Then, the second thread can be controlled to access the data table and supplement the second characteristic field of the initial outbound call strategy to obtain the corresponding outbound call strategy.
[0059] This embodiment generates an outbound call strategy by reasonably scheduling threads, and effectively disperses the system load through the parallel operation of the first thread and the second thread, reduces the processing time of a single task, avoids the bottleneck problem caused by excessive concentration of resources, enhances the stability and reliability of the system, and ensures efficient execution of tasks.
[0060] Optionally, in the strategy determination method provided in the embodiment of the present application, controlling the first thread to perform the first characteristic field supplement processing on each field supplement strategy to obtain M initial outbound call strategies includes: controlling the first thread to access the data table to obtain the first characteristic fields of M customer groups; controlling the first thread to fill each first characteristic field into each field supplement strategy to obtain M initial outbound call strategies.
[0061] Specifically, when the first thread supplements the first characteristic field, the first thread can first be controlled to directly access the data table in the data lake through the data query interface, and then filter and extract the first characteristic field according to the characteristics of each customer group. Furthermore, the first thread analyzes and processes the extracted first characteristic field, including data cleaning, format unification, outlier detection, etc., to ensure the accuracy and consistency of the data, and then fills the above-mentioned first characteristic field into the field supplement strategy to obtain the initial outbound call strategy. In this embodiment, by extracting and filling the first characteristic field by the first thread, the generated initial outbound call strategy is more in line with the characteristics and needs of the customer group, thereby improving the personalization level and execution effect of the strategy, and can also reduce repeated access to the data lake, reduce data processing costs, and avoid waste of resources, thereby achieving optimal allocation of resources.
[0062] In order to ensure the effective operation of the outbound call strategy, optionally, in the strategy determination method provided in the embodiment of the present application, after obtaining M outbound call strategies, the method further includes: deploying the M outbound call strategies to the production server; upon receiving the policy adjustment instruction returned by the production server, adjusting the K outbound call strategies according to the policy adjustment instruction, and sending MK outbound call strategies and K adjusted outbound call strategies to the client, where K is a positive integer.
[0063] Specifically, in order to ensure the effective operation of the outbound call strategy, the outbound call strategy can be converted into executable code or configuration file after obtaining it, and deployed to the production server in the production environment, and then tested in the simulation environment of the production server to avoid affecting the overall business process due to policy errors.
[0064] After passing the environmental compatibility test, the production server will test the outbound call strategy. If any strategy is found to be underperforming, a policy adjustment command can be issued. Based on the policy adjustment command, the outbound call strategy can be optimized, such as modifying the call script, optimizing the outbound call time period, or adjusting customer segmentation criteria. It is important to note that when adjusting the outbound call strategy, version control is required to ensure a smooth transition between the old and new strategies and prevent confusion during execution. Finally, both the unadjusted and adjusted outbound call strategies are sent to the client, ensuring that the implementation personnel can immediately apply the optimal strategy and improve the quality of customer interaction.
[0065] This embodiment ensures the continuity and flexibility of policy execution by deploying the outbound calling strategy to the production server, thereby improving the overall effectiveness of the outbound calling campaign and customer satisfaction.
[0066] It should be noted that the steps shown in the flowcharts of the accompanying drawings can be executed in a computer system such as a set of computer-executable instructions, and that, although a logical order is shown in the flowcharts, in some cases, the steps shown or described can be executed in an order different from that shown here.
[0067] Example 2
[0068] The embodiment of the present application further provides a device for determining a policy. It should be noted that the device for determining a policy in the embodiment of the present application can be used to execute the method for determining a policy provided in the embodiment of the present application. The device for determining a policy provided in the embodiment of the present application is introduced below.
[0069] According to an embodiment of the present application, a device for implementing the above-mentioned strategy determination method is also provided. Figure 3 is a schematic diagram of a device for determining a strategy according to an embodiment of the present application, such as Figure 3 As shown, the device includes: a first acquiring unit 30, a second acquiring unit 31, and a determining unit 32.
[0070] A first acquiring unit 30 is configured to acquire a policy generation request and M customer groups, and determine a policy type according to the policy generation request, wherein the policy type includes a first type and a second type, the policy data volume indicated by the first type is smaller than the policy data volume indicated by the second type, and M is a positive integer;
[0071] The second acquisition unit 31 is configured to, when the policy type is the first type, acquire customer group information of M customer groups, obtain the first characteristic fields of the M customer group information from the data table through the data query interface, and generate M outbound call policies based on the M first characteristic fields, where each outbound call policy is a policy for making outbound calls for each customer group;
[0072] The determining unit 32 is configured to determine a field supplementing strategy according to each customer group information when the strategy type is the second type, obtain M field supplementing strategies, and control the thread to process each field supplementing strategy to obtain M outbound call strategies.
[0073] The strategy determination device provided in the embodiment of the present application obtains a strategy generation request and M customer groups through a first acquisition unit 30, and determines a strategy type according to the strategy generation request, wherein the strategy type includes a first type and a second type, the amount of strategy data indicated by the first type is less than the amount of strategy data indicated by the second type, and M is a positive integer; the second acquisition unit 31 obtains the customer group information of the M customer groups when the strategy type is the first type, obtains the first feature field of the M customer group information from the data table through a data query interface, and generates M outbound call strategies according to the M first feature fields, wherein each outbound call strategy refers to making an outbound call to each customer group. strategy; when the strategy type is the second type, the determination unit 32 determines the field supplement strategy according to each customer group information, obtains M field supplement strategies, and controls the thread to process each field supplement strategy to obtain M outbound call strategies, which solves the technical problems of low data supplement efficiency and poor flexibility of outbound call strategies when formulating outbound call strategies in related technologies. By determining the strategy type according to the strategy generation request, determining the method of obtaining the first feature field according to different strategy types, and then generating different outbound call strategies based on the first feature field, the technical effect of improving the data supplement efficiency when formulating outbound call strategies and improving the flexibility of outbound call strategies is achieved.
[0074] Optionally, in the strategy determination device provided in the embodiment of the present application, the second acquisition unit 31 includes: a first acquisition module, used to obtain Y preset outbound call strategies, and obtain the customer group corresponding to each preset outbound call strategy, to obtain Y customer groups, wherein each customer group is associated with a customer group list, Y is greater than M, and Y is a positive integer; a processing module, used to deduplicate the customer group lists of Y customer groups, to obtain Y processed customer group lists, and obtain the full feature fields of each customer group from the data lake based on the Y processed customer group lists, to obtain Y groups of full feature fields; a second acquisition module, used to obtain an initial data table, write the Y groups of full feature fields into the initial data table, and obtain a data table.
[0075] Optionally, in the strategy determination device provided in the embodiment of the present application, the second acquisition unit 31 includes: a third acquisition module, used to obtain the customer group number corresponding to each customer group information, and obtain M customer group numbers; a fourth acquisition module, used to obtain the characteristic fields matching the M customer group numbers from the data table through the data query interface, and obtain the first characteristic field.
[0076] Optionally, in the strategy determination device provided in the embodiment of the present application, the second acquisition unit 31 includes: a fifth acquisition module, used to obtain the business needs of each customer group according to the policy generation request, and obtain M business needs; an extraction module, used to extract supplementary fields from the data table according to the M business needs, and obtain M second feature fields; a sixth acquisition module, used to obtain a policy template, fill each first feature field and each second feature field into the policy template, and obtain M outbound call strategies.
[0077] Optionally, in the strategy determination device provided in the embodiment of the present application, the determination unit 32 includes: a seventh acquisition module, used to acquire a first thread and a second thread, wherein the first thread is used to supplement the first characteristic field, and the second thread is used to supplement the second characteristic field, and the second characteristic field refers to a supplementary field extracted from the data table according to the business needs of each customer group; a first control module, used to control the first thread to perform first characteristic field supplementation processing on each field supplementation strategy to obtain M initial outbound call strategies; a second control module, used to control the second thread to access the data table, and perform second characteristic field supplementation processing on each initial outbound call strategy based on the data table to obtain M outbound call strategies.
[0078] Optionally, in the strategy determination device provided in an embodiment of the present application, the determination unit 32 includes: a third control module, used to control the first thread to access the data table to obtain the first characteristic fields of M customer groups; a fourth control module, used to control the first thread to fill each first characteristic field into each field supplement strategy to obtain M initial outbound call strategies.
[0079] Optionally, in the strategy determination device provided in the embodiment of the present application, the device also includes: after obtaining M outbound call strategies, a deployment unit, used to deploy the M outbound call strategies to the production server; an adjustment unit, used to adjust the K outbound call strategies according to the policy adjustment instruction when receiving the policy adjustment instruction returned by the production server, and send MK outbound call strategies and K adjusted outbound call strategies to the client, where K is a positive integer.
[0080] It should be noted that the first acquisition unit 30, the second acquisition unit 31, and the determination unit 32 described above correspond to steps S201 to S203 in Example 1. The examples and application scenarios implemented by the above units and the corresponding steps are the same, but are not limited to the contents disclosed in the above Example 1. It should be noted that the above modules or units can be hardware components or software components stored in a memory (e.g., memory 104) and processed by one or more processors (e.g., processors 102a, 102b, ..., 102n). The above units can also be part of a device and can be run in the computer terminal 10 provided in Example 1.
[0081] Example 3
[0082] The embodiment of the present application may provide a computer terminal, which may be any computer terminal device in a computer terminal group. Optionally, in this embodiment, the computer terminal may also be replaced by a terminal device such as a mobile terminal or an electronic device.
[0083] Optionally, in this embodiment, the computer terminal may be located in at least one network device among a plurality of network devices of a computer network.
[0084] In this embodiment, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: obtain a policy generation request and M customer groups, and determine the policy type according to the policy generation request, wherein the policy type includes a first type and a second type, the amount of policy data indicated by the first type is less than the amount of policy data indicated by the second type, and M is a positive integer; when the policy type is the first type, obtain the customer group information of the M customer groups, obtain the first feature field of the M customer group information from the data table through the data query interface, and generate M outbound call strategies based on the M first feature fields, wherein each outbound call strategy refers to a strategy for making outbound calls to each customer group; when the policy type is the second type, determine the field supplement strategy based on each customer group information, obtain M field supplement strategies, and control the thread to process each field supplement strategy to obtain M outbound call strategies.
[0085] Optionally, the computer terminal may execute the program code of the following steps in the strategy determination method: the data table is obtained in the following manner: obtaining Y preset outbound call strategies, and obtaining the customer groups corresponding to each preset outbound call strategy, to obtain Y customer groups, wherein each customer group is associated with a customer group list, Y is greater than M, and Y is a positive integer; performing deduplication processing on the customer group lists of the Y customer groups to obtain Y processed customer group lists, and obtaining the full feature fields of each customer group from the data lake based on the Y processed customer group lists to obtain Y groups of full feature fields; obtaining an initial data table, writing the Y groups of full feature fields into the initial data table, to obtain a data table.
[0086] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: obtaining the first characteristic field of M customer group information from the data table through the data query interface includes: obtaining the customer group number corresponding to each customer group information to obtain M customer group numbers; obtaining the characteristic fields matching the M customer group numbers from the data table through the data query interface to obtain the first characteristic field.
[0087] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: generating M outbound call strategies based on M first feature fields includes: obtaining the business needs of each customer group according to the strategy generation request to obtain M business needs; extracting supplementary fields from the data table according to the M business needs to obtain M second feature fields; obtaining a policy template, filling each first feature field and each second feature field into the policy template to obtain M outbound call strategies.
[0088] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: controlling the thread to process each field supplement strategy to obtain M outbound call strategies, including: obtaining a first thread and a second thread, wherein the first thread is used to supplement the first characteristic field, and the second thread is used to supplement the second characteristic field, and the second characteristic field refers to the supplementary field extracted from the data table according to the business needs of each customer group; controlling the first thread to perform the first characteristic field supplement processing on each field supplement strategy to obtain M initial outbound call strategies; controlling the second thread to access the data table, and performing the second characteristic field supplement processing on each initial outbound call strategy based on the data table to obtain M outbound call strategies.
[0089] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: controlling the first thread to perform the first characteristic field supplement processing on each field supplement strategy to obtain M initial outbound call strategies, including: controlling the first thread to access the data table to obtain the first characteristic field of M customer groups; controlling the first thread to fill each first characteristic field into each field supplement strategy to obtain M initial outbound call strategies.
[0090] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy determination method: after obtaining M outbound call strategies, the method also includes: deploying the M outbound call strategies to the production server; upon receiving the policy adjustment instruction returned by the production server, adjusting the K outbound call strategies according to the policy adjustment instruction, and sending MK outbound call strategies and K adjusted outbound call strategies to the client, where K is a positive integer.
[0091] Optionally, Figure 4 This is a structural block diagram of an electronic device according to an embodiment of the present application. Figure 4 As shown, the electronic device may include: one or more ( Figure 4 Only one is shown) processor 402, memory 404, storage controller, and peripheral interface, wherein the peripheral interface is connected to the radio frequency module, audio module and display.
[0092] Among them, the memory can be used to store software programs and modules, such as the program instructions / modules corresponding to the policy determination method and device in the embodiments of the present application. The processor executes various functional applications and data processing by running the software programs and modules stored in the memory, that is, realizing the above-mentioned policy determination method. The memory may include a high-speed random access memory, and may also include a 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 a memory remotely arranged relative to the processor, and these remote memories can be connected to the terminal via a network. Examples of the above-mentioned network include but are not limited to the Internet, corporate intranet, local area network, mobile communication network and combinations thereof.
[0093] The processor may call the information and application programs stored in the memory through the transmission device to execute the above steps in the above strategy determination method.
[0094] By adopting the embodiment of the present application, a solution for determining a strategy is provided. By obtaining a strategy generation request and M customer groups, and determining the strategy type according to the strategy generation request, wherein the strategy type includes a first type and a second type, the amount of strategy data indicated by the first type is less than the amount of strategy data indicated by the second type, and M is a positive integer; in the case where the strategy type is the first type, the customer group information of the M customer groups is obtained, the first characteristic field of the M customer group information is obtained from the data table through the data query interface, and M outbound call strategies are generated according to the M first characteristic fields, wherein each outbound call strategy refers to a strategy for making outbound calls to each customer group; in the case where the strategy type is the second type, a field supplement strategy is determined according to each customer group information, and M field supplement strategies are obtained. The control thread processes each field supplement strategy to obtain M outbound call strategies, thereby achieving the technical effect of improving the data supplement efficiency and improving the flexibility of the outbound call strategy when formulating the outbound call strategy, thereby solving the technical problems of low data supplement efficiency and poor flexibility of the outbound call strategy when formulating the outbound call strategy.
[0095] It can be understood by those skilled in the art that Figure 4 The structure shown is for illustration only, and the electronic device may also be a terminal device such as a smart phone, a tablet computer, a PDA, a mobile Internet device (MID), or a PAD. Figure 4 It does not limit the structure of the above electronic device. For example, the electronic device may also include Figure 4 More or fewer components (such as network interfaces, display devices, etc.) shown in, or with Figure 4 Different configurations shown.
[0096] 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.
[0097] Example 4
[0098] The embodiment of the present application further provides a storage medium. Optionally, in this embodiment, the storage medium can be used to store the program code executed by the strategy determination method provided in the first embodiment.
[0099] Optionally, in this embodiment, the storage medium may be located in any computer terminal in a computer terminal group in a computer network, or in any mobile terminal in a mobile terminal group.
[0100] Optionally, in this embodiment, the storage medium is configured to store program code for executing the following steps: obtaining a policy generation request and M customer groups, and determining a policy type based on the policy generation request, wherein the policy type includes a first type and a second type, the amount of policy data indicated by the first type is less than the amount of policy data indicated by the second type, and M is a positive integer; in the case where the policy type is the first type, obtaining customer group information of the M customer groups, obtaining the first characteristic fields of the M customer group information from the data table through the data query interface, and generating M outbound call strategies based on the M first characteristic fields, wherein each outbound call strategy refers to a strategy for making outbound calls to each customer group; in the case where the policy type is the second type, determining a field supplement strategy based on each customer group information, obtaining M field supplement strategies, and controlling the thread to process each field supplement strategy to obtain M outbound call strategies.
[0101] The present application also provides a computer program product, which, when executed on a data processing device, is suitable for executing the steps of the policy determination method.
[0102] The serial numbers of the above 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 the present application, the description of each embodiment has its own focus. For parts that are not described in detail in a certain embodiment, please refer to the relevant description 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, and 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 these units may 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 in the form of 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 the present application is essentially 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, and the computer software product is stored in a storage medium, including a number of instructions for enabling a computer device (which can be a personal computer, a server or a network device, etc.) to execute all or part of the steps of the method described in each embodiment of the present application. The aforementioned storage medium includes: various media that can store program codes, such as a USB flash drive, a read-only memory (ROM), a random access memory (RAM), a mobile hard disk, a magnetic disk or an 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 determining a strategy, characterized in that: include: Obtaining a policy generation request and M customer groups, and determining a policy type according to the policy generation request, wherein the policy type includes a first type and a second type, the amount of policy data indicated by the first type is smaller than the amount of policy data indicated by the second type, and M is a positive integer; When the policy type is the first type, customer group information of M customer groups is obtained, the first characteristic fields of the M customer group information are obtained from the data table through the data query interface, and M outbound call policies are generated based on the M first characteristic fields, where each outbound call policy refers to a policy for making outbound calls for each customer group; When the policy type is the second type, a field supplement policy is determined according to each customer group information to obtain M field supplement policies. The control thread processes each field supplement policy to obtain the M outbound call policies.
2. The method according to claim 1, characterized in that The data table is obtained in the following way: Obtain Y preset outbound call strategies and obtain the customer groups corresponding to each preset outbound call strategy, obtaining Y customer groups, where each customer group is associated with a customer group list, Y is greater than M, and Y is a positive integer; Deduplication is performed on the customer lists of the Y customer groups to obtain Y processed customer lists, and the full set of feature fields for each customer group is obtained from the data lake based on the Y processed customer lists to obtain Y sets of full set of feature fields; An initial data table is obtained, and the Y groups of full feature fields are written into the initial data table to obtain the data table.
3. The method according to claim 1, characterized in that The first characteristic fields of M customer group information obtained from the data table through the data query interface include: Get the customer group number corresponding to each customer group information, and get M customer group numbers; The feature fields matching the M customer group numbers are obtained from the data table through a data query interface to obtain the first feature field.
4. The method according to claim 1, wherein Generating M outbound call strategies according to the M first feature fields includes: Generate a request based on the strategy to obtain the business requirements of each customer group, and obtain M business requirements; Extracting supplementary fields from the data table according to the M business requirements to obtain M second characteristic fields; Obtain a policy template, fill each first feature field and each second feature field into the policy template, and obtain the M outbound call policies.
5. The method according to claim 1, wherein The control thread processes each field supplement strategy to obtain the M outbound call strategies including: Obtaining a first thread and a second thread, wherein the first thread is used to supplement a first characteristic field, and the second thread is used to supplement a second characteristic field, where the second characteristic field is a supplementary field extracted from the data table according to the business needs of each customer group; Controlling the first thread to perform a first characteristic field supplement process on each field supplement strategy to obtain M initial outbound call strategies; The second thread is controlled to access the data table, and based on the data table, a second characteristic field supplement process is performed on each initial outbound call strategy to obtain the M outbound call strategies.
6. The method according to claim 5, characterized in that Control the first thread to perform the first feature field supplementation process on each field supplementation strategy to obtain M initial outbound call strategies including: Controlling the first thread to access the data table to obtain the first characteristic fields of the M customer groups; The first thread is controlled to fill each first characteristic field into each field supplement strategy to obtain the M initial outbound call strategies.
7. The method according to claim 1, characterized in that After obtaining the M outbound call strategies, the method further includes: Deploy the M outbound call strategies to the production server; Upon receiving the policy adjustment instruction returned by the production server, K outbound call policies are adjusted according to the policy adjustment instruction, and MK outbound call policies and K adjusted outbound call policies are sent to the client, where K is a positive integer.
8. A device for determining a strategy, characterized in that: include: a first acquiring unit, configured to acquire a policy generation request and M customer groups, and determine a policy type according to the policy generation request, wherein the policy type includes a first type and a second type, an amount of policy data indicated by the first type is smaller than an amount of policy data indicated by the second type, and M is a positive integer; a second acquiring unit, configured to, when the policy type is the first type, acquire customer group information of M customer groups, acquire first characteristic fields of the M customer group information from a data table through a data query interface, and generate M outbound call policies based on the M first characteristic fields, wherein each outbound call policy is a policy for making outbound calls for each customer group; The determination unit is configured to determine a field supplementation strategy according to each customer group information when the strategy type is the second type, obtain M field supplementation strategies, and control the thread to process each field supplementation strategy to obtain the M outbound call strategies.
9. An electronic device, characterized in that: include: a memory storing an executable program; A processor, configured to run the program, wherein the program, when running, executes the strategy determination method according to any one of claims 1 to 7.
10. A computer program product comprising computer instructions, characterized in that When the computer instructions are executed by a processor, the steps of the strategy determination method according to any one of claims 1 to 7 are implemented.