Bank customer view display method and device, electronic equipment and storage medium

Abstract

The application provides a bank customer view display method and device, electronic equipment and a storage medium, including: standardizing in-row data information and out-row data information, and determining the processed in-row data information and the processed out-row data information; performing data aggregation processing of a data processing task on the processed in-row data information and the processed out-row data information based on ID information of the customer, and determining data aggregation information of each data processing task; performing classification reorganization processing and sorting processing on the data aggregation information of each data processing task, and determining business data item display information; using a data table component and a graphical component to perform structured display on the business data item display information, and generating view information of each customer. The data of different business lines in the source bank and the external customer management information data are integrated to form unified view information, so that marketing actions are performed on the current customer according to the view information.

Description

Technical Field

[0001] This application relates to the field of data processing technology, and in particular to methods, apparatuses, electronic devices and storage media for displaying views of bank customers. Background Technology

[0002] With the rapid development of fintech, the banking business model is undergoing a profound transformation from traditional business to digitalization. Commercial banks are increasingly focusing on the customer perspective, collecting and integrating massive amounts of customer data, both internal and external, to build a comprehensive, multi-dimensional, and integrated unified view of corporate clients. Currently, customer business information exists across multiple internal systems, lacking seamless integration and timely synchronization. Inconsistent update frequencies between internal and external information result in information lag, hindering dynamic display. Furthermore, there are no data governance reminders to users to update their customer information. The lack of modular reorganization of internal and external data leads to an unintuitive, untimely, and poorly marketing-oriented customer view. Therefore, generating a comprehensive view of corporate clients has become a significant technical challenge. Summary of the Invention

[0003] In view of this, the purpose of this application is to provide a method, device, electronic device and storage medium for displaying bank customer data, integrating data from different business lines within the bank and external customer management information data to form a unified view of customer data, so as to assist bank executives in conducting marketing actions for current customers based on the view of data.

[0004] This application provides a method for displaying a view of a bank's corporate clients, the method comprising:

[0005] The internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources are standardized to determine multiple processed internal data information and processed external data information.

[0006] Based on the ID information of the public customer, the data summary processing of each data processing task is performed on multiple processed intra-line data information and processed extra-line data information to determine the data summary information of each data processing task.

[0007] The data summary information of each data processing task is classified, reorganized, and sorted to determine the business data item display information for each public customer.

[0008] The data table component and the graphical component are used to display the business data items in a structured manner, generating view information for each of the public customers that integrates internal bank data sources and external bank data sources.

[0009] In one possible implementation, the standardization process of multiple corporate customer data information obtained from internal bank data sources and multiple corporate customer data information obtained from external bank data sources to determine multiple processed internal and external data information includes:

[0010] Based on standardized ETL and standardized mapping of data dictionary, multiple inline data information and multiple outline data information are processed to determine multiple first inline data information and multiple first outline data information;

[0011] Multiple in-row data and multiple out-of-row data are deduplicated and fault detected to determine multiple processed in-row data and processed out-of-row data.

[0012] In one possible implementation, the step of performing data aggregation processing on multiple processed intra-line data information and processed inter-line data information based on the public customer's ID information, and determining the data aggregation information for each data processing task, includes:

[0013] Based on the public customer's ID information, multiple processed intra-bank data information and multiple processed external data information are matched with internal and external customer data to determine the identification information corresponding to each processed intra-bank data information and processed external data information; wherein, the identification information includes intra-bank customer identification information, external customer identification information, and intra-bank and external coexisting customer identification information;

[0014] Add a timestamp field to each piece of processed in-line data and each piece of processed out-of-line data for which an identifier has been determined;

[0015] The processed in-line data information and processed out-of-line data information with identified identification information are sequentially subjected to data standardization processing, business theme summary processing, multi-dimensional data aggregation processing, and scenario data classification processing to generate data summary information for each data processing task.

[0016] In one possible implementation, the step of classifying, reorganizing, and sorting the data summary information for each data processing task to determine the display information of each public customer's business data item includes:

[0017] Based on the classification requirements of the customer information display template's customer overview, basic information, cooperation information, financial information, related information, risk information, and industry information display sub-modules, the data summary information of multiple data processing tasks is classified and reorganized to generate the data information corresponding to each display sub-module.

[0018] Based on the priority of internal and external customer data and the data update time, the data information corresponding to each display sub-module is sorted from high to low to determine the display information of the business data items for each public customer.

[0019] In one possible implementation, the step of using data table components and graphical components to update and structure the business data item display information, generating view information for each of the public customers that integrates internal and external bank data sources, includes:

[0020] The system checks whether the processed in-line data information and the processed out-of-line data information under the same data item in the business data item display information of the public customer are consistent.

[0021] If not, the business data item display information is displayed in a structured manner according to the data table component and the graphical component, and the high-priority data information in the business data item display information is highlighted with color.

[0022] If so, the system will automatically retrieve the business data item display information under the new processing time according to the predefined interface, and display the new business data item display information in a structured manner.

[0023] In one possible implementation, determining whether to update the displayed information of the business data item is achieved through the following methods:

[0024] Check whether the processed in-line data information and the processed out-of-line data information in the business data item display information of the public customer are consistent;

[0025] If not, the processed in-row data information or the processed out-of-row data information will be updated based on the data update rules;

[0026] If so, the information displayed for the business data items will not be updated.

[0027] In one possible implementation, after using data table components and graphical components to structurally display the business data item information and generate view information for each of the corporate clients that integrates internal and external bank data sources, the view display method further includes:

[0028] Obtain the user's access request to access the public client's view information;

[0029] Based on the access request and the pre-built user access permission table, the user's access data permissions and access customer view permissions are determined, and the access data of the public customer's view information corresponding to the access data permissions and access customer view permissions is displayed to the user.

[0030] This application embodiment also provides a view display device for bank corporate clients, the view display device comprising:

[0031] The standardization processing module is used to standardize the internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources, and to determine the multiple processed internal data information and processed external data information.

[0032] The data aggregation module is used to perform data aggregation processing on multiple processed intra-line data information and processed extra-line data information based on the ID information of the public customer, and to determine the data aggregation information for each data processing task.

[0033] The classification and reorganization module is used to classify, reorganize, and sort the data summary information of each data processing task to determine the business data item display information for each public customer.

[0034] The view generation module is used to display the business data items in a structured manner using data table components and graphical components, generating view information for each of the public customers that integrates internal bank data sources and external bank data sources.

[0035] This application embodiment also provides an electronic device, including: a processor, a memory, and a bus. The memory stores machine-readable instructions executable by the processor. When the electronic device is running, the processor communicates with the memory via the bus. When the machine-readable instructions are executed by the processor, the steps of the above-described method for displaying a view of a bank's public customers are performed.

[0036] This application also provides a computer-readable storage medium storing a computer program, which, when executed by a processor, performs the steps of the above-described method for displaying a view of a bank's public customers.

[0037] This application provides a method, apparatus, electronic device, and storage medium for displaying views of corporate bank customers. The view display method includes: standardizing multiple corporate customer data information obtained from internal bank data sources and multiple corporate customer data information obtained from external bank data sources to determine multiple processed internal and external data information; performing data aggregation processing on the multiple processed internal and external data information based on the corporate customer's ID information for each data processing task to determine the data aggregation information for each data processing task; classifying, reorganizing, and sorting the data aggregation information for each data processing task to determine the business data item display information for each corporate customer; and using data table components and graphical components to perform structured display of the business data item display information to generate view information for each corporate customer that integrates internal and external bank data sources. This integrates data from different business lines within the bank and external customer management information data to form a unified view information, displaying customer data information and assisting bank personnel in conducting marketing actions for current customers based on the view information.

[0038] To make the above-mentioned objectives, features and advantages of this application more apparent and understandable, preferred embodiments are described below in detail with reference to the accompanying drawings. Attached Figure Description

[0039] To more clearly illustrate the technical solutions of the embodiments of this application, the accompanying drawings used in the embodiments will be briefly introduced below. It should be understood that the following drawings only show some embodiments of this application and should not be regarded as a limitation of the scope. For those skilled in the art, other related drawings can be obtained based on these drawings without creative effort.

[0040] Figure 1 A flowchart illustrating a method for displaying a view of a bank's corporate clients, provided as an embodiment of this application;

[0041] Figure 2 A schematic diagram illustrating a method for displaying a view of a bank's corporate clients, provided as an embodiment of this application;

[0042] Figure 3 This is one of the structural schematic diagrams of a view display device for bank corporate customers provided in an embodiment of this application;

[0043] Figure 4 This application provides a second schematic diagram of the structure of a view display device for bank corporate clients;

[0044] Figure 5 This is a schematic diagram of the structure of an electronic device provided in an embodiment of this application. Detailed Implementation

[0045] To make the objectives, technical solutions, and advantages of the embodiments of this application clearer, the technical solutions of the embodiments of this application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of this application, and not all embodiments. The components of the embodiments of this application described and shown in the accompanying drawings can generally be arranged and designed in various different configurations. Therefore, the following detailed description of the embodiments of this application provided in the accompanying drawings is not intended to limit the scope of the claimed application, but merely represents selected embodiments of this application. Based on the embodiments of this application, every other embodiment obtained by those skilled in the art without inventive effort falls within the scope of protection of this application.

[0046] First, the applicable scenarios for this application will be introduced. This application can be applied to the field of data processing technology.

[0047] Research reveals that with the rapid development of fintech, the banking business model is undergoing a profound transformation from traditional operations to digitalization. Commercial banks are increasingly adopting a customer-centric approach, collecting and integrating massive amounts of customer data—both internal and external—to build a comprehensive, multi-dimensional, and integrated unified view of corporate clients. Currently, customer business information exists across multiple internal systems, lacking seamless integration and timely synchronization. Inconsistent update frequencies between internal and external information result in information lag, hindering dynamic display. Furthermore, there are no data governance reminders to users to update their customer information. The lack of modular data reorganization between internal and external data leads to an unintuitive, untimely, and poorly marketing-oriented customer view. Therefore, generating a comprehensive view of corporate clients has become a significant technical challenge.

[0048] Based on this, this application provides a method for displaying a view of a bank's corporate customers. It integrates data from different business lines within the bank and external customer management information to form a unified view, thereby displaying customer data and assisting bank staff in conducting marketing activities for current customers based on the view.

[0049] Please see Figure 1 , Figure 1 This is a flowchart illustrating a method for displaying a view of a bank's corporate clients, as provided in an embodiment of this application. Figure 1 As shown in the embodiments of this application, the view display method includes:

[0050] S101: Standardize the internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources to determine multiple processed internal data information and processed external data information.

[0051] In this step, data is organized according to a unified standard based on internal bank data and externally obtained customer information data, so as to facilitate the next step of data aggregation and processing of multiple processed internal and external data information.

[0052] Here, during the process of acquiring data from internal and external data sources within the bank, incremental and full data can be automatically obtained. Relevant tasks (JOBs) are then invoked for data processing, generating JOB processing logs. Furthermore, MD5 message digests are used during data transmission to ensure data integrity. During data processing, message digests are verified, and any unsuccessfully acquired or resent data is re-acquired or sent. Troubleshooting is then performed based on error logs.

[0053] The standardization of data information from both within and outside the industry includes: data cleaning, data format conversion, field mapping, data aggregation, and data derivation, thereby enabling the unified processing of data from different systems to prepare for the formation of complete customer view information.

[0054] In one possible implementation, the standardization process of multiple corporate customer data information obtained from internal bank data sources and multiple corporate customer data information obtained from external bank data sources to determine multiple processed internal and external data information includes:

[0055] A: Based on standardized ETL and standardized mapping of data dictionary, multiple inline data information and multiple outline data information are processed to determine multiple first inline data information and multiple first outline data information.

[0056] Here, multiple in-row data and multiple out-of-row data are standardized and processed according to standardized ETL and data dictionary standardized mapping, so that the standardized data can form data that supports the customer's view.

[0057] B: Perform deduplication and fault detection on multiple in-row data and multiple out-of-row data to determine multiple processed in-row data and processed out-of-row data.

[0058] Here, multiple in-row data and multiple out-of-row data are deduplicated and fault detected to determine multiple processed in-row data and processed out-of-row data.

[0059] S102: Based on the ID information of the public customer, perform data aggregation processing on multiple processed intra-line data information and processed extra-line data information for each data processing task, and determine the data aggregation information for each data processing task.

[0060] In this step, based on the public customer's ID information, multiple processed intra-line data information and processed extra-line data information are aggregated for each data processing task to determine the aggregated data information for each data processing task.

[0061] The data processing tasks include data standardization and organization at the source layer, business theme aggregation and processing at the topic layer, multidimensional data aggregation and processing at the multidimensional layer, and scenario data classification and processing at the application layer.

[0062] Here, based on the unified and unique customer identification information of ECIF, internal and external customers are subjected to database matching. By sorting out and reconstructing the customer and business data of each system, the data is organized and summarized according to the requirements of each data processing task of the customer data mart.

[0063] In one possible implementation, the step of performing data aggregation processing on multiple processed intra-line data information and processed inter-line data information based on the public customer's ID information, and determining the data aggregation information for each data processing task, includes:

[0064] a: Based on the ID information of the public customer, perform internal and external customer data matching processing on multiple processed in-line data information and multiple processed out-of-line data information to determine the identification information corresponding to each of the processed in-line data information and processed out-of-line data information.

[0065] Here, multiple processed internal and external customer data are matched using the customer's unique identifier (UIID) to generate internal customer identification information, external customer identification information, and customer identification information that combines both internal and external customer data. The data corresponding to the internal customer identification information refers to data extracted from the bank's internal business systems, while the data corresponding to the external customer identification information refers to supplementary information obtained from external data sources, such as business registration information and legal information. The data corresponding to the customer identification information that combines both internal and external customer data refers to data that is batch-updated by associating and clustering internal and external data using the public customer's unique identifier (UIID).

[0066] The identification information includes internal customer identification information, external customer identification information, and customer identification information that coexists with both internal and external customers.

[0067] b: Add a timestamp field to each piece of processed inline data and outline data that has been identified.

[0068] Here, a timestamp is added to each piece of data to ensure the consistency of data update frequency and the integrity of the data lifecycle.

[0069] c: The processed in-line data information and processed out-of-line data information with multiple identified identification information are sequentially subjected to data standardization processing, business theme summary processing, multi-dimensional data aggregation processing, and scenario data classification processing to generate data summary information under each data processing task.

[0070] Here, the processed in-line data information and processed out-of-line data information with multiple identified identification information are sequentially subjected to data standardization processing, business theme summary processing, multi-dimensional data aggregation processing, and scenario data classification processing to generate data summary information under each data processing task.

[0071] Each data processing task generates a relevant task processing log, recording the processing time and the amount of data updated or added.

[0072] S103: Classify, reorganize, and sort the data summary information of each data processing task to determine the business data item display information for each public customer.

[0073] In this step, the data summary information of each data processing task is classified, reorganized, and sorted to determine the business data item display information for each public customer.

[0074] In one possible implementation, the step of classifying, reorganizing, and sorting the data summary information for each data processing task to determine the display information of each public customer's business data item includes:

[0075] (1): Based on the classification requirements of the customer overview, basic information, cooperation information, financial information, related information, risk information and industry information display sub-modules in the customer information display template, the data summary information of multiple data processing tasks is classified and reorganized to generate the data information corresponding to each display sub-module.

[0076] Here, based on the classification requirements of the customer information display template's sub-modules (customer overview, basic information, cooperation information, financial information, related information, risk information, and industry information), the data summary information from multiple data processing tasks is classified and reorganized to generate the data information corresponding to each display sub-module.

[0077] Among them, the customer identification information that coexists both inside and outside the bank means that the customer's data items exist in both the bank's internal data sources and external data sources.

[0078] Here, the classification and reorganization process involves redistributing the data corresponding to internal customer identification information, external customer identification information, and coexisting internal and external customer identification information to the display sub-modules of the customer information display template. The classification and reorganization of internal customer information involves extracting data from the bank's internal business systems and organizing and summarizing it according to thematic requirements. For example, customer credit information and risk assessment information are integrated into the "Cooperation Information" sub-display module. The classification and reorganization of external customer information involves obtaining supplementary information from external data sources, such as business registration information and legal information. For example, customer litigation information is integrated into the "Risk Information" sub-display module. The classification and reorganization of coexisting internal and external customer data involves using the customer's unique identification ID to perform correlation and clustering of internal and external data in batches for updates. For example, customer financial information (internal) and credit behavior information (external) are integrated into the "Financial Information" sub-display module.

[0079] (2): Based on the priority of customer internal and external data and the data update time, sort the data information corresponding to each display sub-module from high to low to determine the business data item display information of each public customer.

[0080] Here, the data information corresponding to each display sub-module is sorted from high to low according to the priority of internal and external customer data and the data update time, so as to determine the business data item display information for each public customer.

[0081] Here, important customer information data is sorted and displayed according to the timeliness of the data update and the priority of internal and external customer data. For example, data with the most recent update time is displayed first, and data with the highest priority among internal and external customer data is displayed first. For instance, in the "Risk Information" sub-display module, information of high-risk customers is displayed first.

[0082] The priority of internal and external customer data is preset, including the priority of customer data information to be displayed in each sub-display module.

[0083] S104: Use data table components and graphical components to display the business data items in a structured manner, and generate view information for each of the public customers that integrates internal bank data sources and external bank data sources.

[0084] In this step, data table components (Tab, data table) and graphical components (pie chart, trend chart) are used to organize and display business data items, breaking down information barriers between departments and offices to present customer data in a structured manner.

[0085] Here, the view information for public clients can display client data in the form of data tables, pie charts, and trend charts.

[0086] In one possible implementation, the step of using data table components and graphical components to update and structure the business data item display information, generating view information for each of the public customers that integrates internal and external bank data sources, includes:

[0087] I: Detect whether the displayed information of the business data item has been updated.

[0088] In one possible implementation, determining whether to update the displayed information of the business data item is achieved through the following methods:

[0089] The system checks whether the processed in-line data information and the processed out-of-line data information under the same data item in the business data item display information of the public customer are consistent; if not, the processed in-line data information or the processed out-of-line data information is updated based on the data update rules; if yes, the business data item display information is not updated.

[0090] Here, the system checks whether the processed intra-line data and processed extra-line data for the same data item in the business data item display information of the public customer are consistent. If they are inconsistent, the processed intra-line data or processed extra-line data is updated. If they are consistent, the business data item display information is not updated.

[0091] Here, the data update rule is that if the off-line data information and the on-line data information under the same data item are inconsistent, the off-line data information or the on-line data information under that data item will be updated according to their priority. For example, if the priority of the off-line data information under that data item is higher than the priority of the on-line data information, then the on-line data information under that data item based on the off-line data information will be updated.

[0092] II: If not, then the business data item display information is displayed in a structured manner according to the data table component and the graphical component, and the high-priority data information in the business data item display information is displayed with color marking.

[0093] Here, if not, the business data item display information is structured based on the data table component and the graphical component, and the high-priority data information in the business data item display information is highlighted with color.

[0094] III: If so, the business data item display information under the new processing time will be automatically obtained according to the predefined interface, and the new business data item display information will be displayed in a structured manner.

[0095] Here, for chart data and trend data, the system automatically obtains the latest batch data based on the latest processing time of the system data and displays it according to the predefined interface.

[0096] In one possible implementation, after using data table components and graphical components to structurally display the business data item information and generate view information for each of the corporate clients that integrates internal and external bank data sources, the view display method further includes:

[0097] Obtain the user's access request to access the public customer's view information; based on the access request and a pre-built user access permission table, determine the user's access data permissions and access customer view permissions, and display the access data of the public customer's view information corresponding to the access data permissions and access customer view permissions to the user.

[0098] Here, the user access permission table sets differentiated data viewing and management permissions for different job roles based on customer affiliation principles and organizational hierarchy.

[0099] In this application, based on the organizational level and role of system users, access is restricted to data relevant to their responsibilities (only business data of their own organization, or customer data with whom they have established marketing relationships), thus avoiding the risks of unauthorized access and information leakage. For specific sensitive customer data, the system employs keyword rules, and key contact information is anonymized. Users who are transferred or promoted can use the system to transfer their work and adjust their permissions, including their data access permissions. All adjustments to customer information data are subject to relevant data audit records.

[0100] For further details, please refer to Figure 2 , Figure 2 This is a schematic diagram illustrating a method for displaying a view of a bank's corporate clients, provided as an embodiment of this application. Figure 2 As shown, S201: Obtain internal and external data information from internal and external data sources within the bank. S202: Standardize the internal and external data information. S203: Input the processed internal and external data information into the public customer data mart for source-level data standardization rule processing, theme-level business theme aggregation processing, multi-dimensional data set processing, and application-level scenario data classification processing to obtain data summary information for each data processing task. S204: Based on the customer information display template, classify and reorganize the data summary information for each data processing task to generate public customer business data item display information. S205: Use data table components and graphical components to structurally display the business data item display information to generate public customer view information. S206: Set data viewing and management permissions for public customer view information based on customer affiliation principles and the hierarchical level of the subordinate institution, targeting different job roles.

[0101] This application integrates data from different business lines within the bank and external customer management information, based on the established data architecture and data processing specifications, to form a unified view of information required for marketing, risk warning, and efficient management. The business structure and time-varying trends are presented clearly and concisely in a visual chart format. This assists bank staff in making appropriate marketing actions and product recommendations to current customers, improving customer conversion rates. Based on the institutional level and role of system users, access is restricted to data relevant to their responsibilities, avoiding the risks of unauthorized access and information leakage. Simultaneously, keyword-based security of sensitive data is effectively guaranteed. Combined with data update and access control mechanisms, this not only improves the intelligence and automation of enterprise management but also ensures the security and compliance of system operation.

[0102] This application provides a method for displaying a view of corporate clients in a bank. The method includes: standardizing internal data information of multiple corporate clients obtained from internal bank data sources and external data information of multiple corporate clients obtained from external bank data sources to determine multiple processed internal and external data information; performing data aggregation processing on the processed internal and external data information based on the corporate client's ID information for each data processing task to determine the data aggregation information for each data processing task; classifying, reorganizing, and sorting the data aggregation information for each data processing task to determine the business data item display information for each corporate client; and using data table components and graphical components to perform structured display of the business data item display information to generate view information for each corporate client that integrates data from internal and external bank data sources. This method integrates data from different business lines within the bank and external customer management information to form a unified view, displaying customer data and assisting bank personnel in conducting marketing actions for current customers based on the view information.

[0103] Please see Figure 3 , Figure 4 , Figure 3 This is one of the structural schematic diagrams of a view display device for bank corporate customers provided in an embodiment of this application; Figure 4 This application provides a second schematic diagram of the structure of a view display device for bank corporate clients. (See the second schematic diagram.) Figure 3 As shown, the bank's corporate customer view display device 300 includes:

[0104] The standardization processing module 310 is used to standardize the internal data information of multiple public customers obtained from the bank's internal data source and the external data information of multiple public customers obtained from the bank's external data source, and to determine the multiple processed internal data information and processed external data information.

[0105] The data aggregation module 320 is used to perform data aggregation processing on multiple processed intra-line data information and processed extra-line data information based on the ID information of the public customer, and to determine the data aggregation information for each data processing task.

[0106] The classification and reorganization module 330 is used to classify, reorganize, and sort the data summary information of each data processing task to determine the business data item display information of each public customer.

[0107] The view generation module 340 is used to display the business data items in a structured manner using data table components and graphical components, and to generate view information for each of the public customers that integrates internal bank data sources and external bank data sources.

[0108] Furthermore, when the standardization processing module 310 is used to standardize the internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources, and to determine multiple processed internal data information and processed external data information, the standardization processing module 310 is specifically used for:

[0109] Based on standardized ETL and standardized mapping of data dictionary, multiple inline data information and multiple outline data information are processed to determine multiple first inline data information and multiple first outline data information;

[0110] Multiple in-row data and multiple out-of-row data are deduplicated and fault detected to determine multiple processed in-row data and processed out-of-row data.

[0111] Furthermore, when the data aggregation module 320 performs data aggregation processing on multiple processed intra-line data information and processed inter-line data information based on the public customer's ID information, and determines the data aggregation information for each data processing task, the data aggregation module 320 is specifically used for:

[0112] Based on the public customer's ID information, multiple processed intra-bank data information and multiple processed external data information are matched with internal and external customer data to determine the identification information corresponding to each processed intra-bank data information and processed external data information; wherein, the identification information includes intra-bank customer identification information, external customer identification information, and intra-bank and external coexisting customer identification information;

[0113] Add a timestamp field to each piece of processed in-line data and out-of-line data for each piece of data with identified identifiers;

[0114] The processed in-line data information and processed out-of-line data information with identified identification information are sequentially subjected to data standardization processing, business theme summary processing, multi-dimensional data aggregation processing, and scenario data classification processing to generate data summary information for each data processing task.

[0115] Furthermore, when the classification and reorganization module 330 performs classification, reorganization, and sorting processing on the data summary information of each data processing task to determine the display information of each public customer's business data item, the classification and reorganization module 330 is specifically used for:

[0116] Based on the classification requirements of the customer information display template's display sub-modules, including customer overview, basic information, cooperation information, financial information, related information, risk information, and industry information, the data summary information of multiple data processing tasks is classified and reorganized to generate the data information corresponding to each display sub-module.

[0117] Based on the priority of internal and external customer data and the data update time, the data information corresponding to each display sub-module is sorted from high to low to determine the display information of the business data items for each public customer.

[0118] Furthermore, when the view generation module 340 updates and structures the business data item display information using the data table component and the graphical component to generate view information for each of the public customers that integrates internal bank data sources and external bank data sources, the view generation module 340 is specifically used for:

[0119] Detect whether the displayed information of the business data item has been updated;

[0120] If not, the business data item display information is displayed in a structured manner according to the data table component and the graphical component, and the high-priority data information in the business data item display information is highlighted with color.

[0121] If so, the system will automatically retrieve the business data item display information under the new processing time according to the predefined interface, and display the new business data item display information in a structured manner.

[0122] Furthermore, such as Figure 4 As shown, the bank's corporate customer view display device 300 also includes an update detection module 350. The update detection module 350 determines whether the displayed information of the business data item needs to be updated in the following ways:

[0123] The system checks whether the processed in-line data information and the processed out-of-line data information under the same data item in the business data item display information of the public customer are consistent.

[0124] If not, then the processed in-row data information or the processed out-of-row data information will be updated based on the data update rules;

[0125] If so, the information displayed for the business data items will not be updated.

[0126] Furthermore, such as Figure 4 As shown, the bank's public customer view display device 300 also includes an access permission module 360, which is used for:

[0127] Obtain the user's access request to access the public client's view information;

[0128] Based on the access request and the pre-built user access permission table, the user's access data permissions and access customer view permissions are determined, and the access data of the public customer's view information corresponding to the access data permissions and access customer view permissions is displayed to the user.

[0129] This application provides a view display device for corporate bank customers. The view display device includes: a standardization processing module, used to standardize internal data information of multiple corporate customers obtained from internal bank data sources and external data information of multiple corporate customers obtained from external bank data sources, to determine multiple processed internal data information and processed external data information; a data aggregation module, used to perform data aggregation processing on the multiple processed internal data information and processed external data information based on the corporate customer's ID information, to determine the data aggregation information for each data processing task; a classification and reorganization module, used to classify, reorganize, and sort the data aggregation information for each data processing task, to determine the business data item display information for each corporate customer; and a view generation module, used to use data table components and graphical components to perform structured display of the business data item display information, generating view information for each corporate customer that integrates internal bank data sources and external bank data sources. This integrates data from different business lines within the bank and external customer management information data to form a unified view information, displaying customer data information and assisting bank personnel in conducting marketing actions for current customers based on the view information.

[0130] Please see Figure 5 , Figure 5 This is a schematic diagram of the structure of an electronic device provided in an embodiment of this application. Figure 5 As shown, the electronic device 500 includes a processor 510, a memory 520, and a bus 530.

[0131] The memory 520 stores machine-readable instructions executable by the processor 510. When the electronic device 500 is running, the processor 510 and the memory 520 communicate via the bus 530. When the machine-readable instructions are executed by the processor 510, they can perform the operations described above. Figure 1 as well as Figure 2The steps of the view display method for bank corporate customers in the method embodiment shown are described in detail in the method embodiment, and will not be repeated here.

[0132] This application also provides a computer-readable storage medium storing a computer program, which, when executed by a processor, can perform the above-described actions. Figure 1 as well as Figure 2 The steps of the view display method for bank corporate customers in the method embodiment shown are described in detail in the method embodiment, and will not be repeated here.

[0133] Those skilled in the art will understand that, for the sake of convenience and brevity, the specific working processes of the systems, devices, and units described above can be referred to the corresponding processes in the foregoing method embodiments, and will not be repeated here.

[0134] In the several embodiments provided in this application, it should be understood that the disclosed systems, apparatuses, and methods can be implemented in other ways. The apparatus embodiments described above are merely illustrative. For example, the division of units is only a logical functional division, and in actual implementation, there may be other division methods. Furthermore, multiple units or components may be combined or integrated into another system, or some features may be ignored or not executed. Additionally, the shown or discussed mutual couplings, direct couplings, or communication connections may be through some communication interfaces; indirect couplings or communication connections between devices or units may be electrical, mechanical, or other forms.

[0135] The units described as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the units can be selected to achieve the purpose of this embodiment according to actual needs.

[0136] In addition, the functional units in the various embodiments of this application can be integrated into one processing unit, or each unit can exist physically separately, or two or more units can be integrated into one unit.

[0137] If the aforementioned functions are implemented as software functional units and sold or used as independent products, they can be stored in a processor-executable, non-volatile, computer-readable storage medium. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, or a portion of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of this application. The aforementioned storage medium includes various media capable of storing program code, such as USB flash drives, portable hard drives, read-only memory (ROM), random access memory (RAM), magnetic disks, or optical disks.

[0138] Finally, it should be noted that the above-described embodiments are merely specific implementations of this application, used to illustrate the technical solutions of this application, and not to limit them. The scope of protection of this application is not limited thereto. Although this application has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that any person skilled in the art can still modify or easily conceive of changes to the technical solutions described in the foregoing embodiments, or make equivalent substitutions for some of the technical features, within the scope of the technology disclosed in this application. Such modifications, changes, or substitutions do not cause the essence of the corresponding technical solutions to deviate from the spirit and scope of the technical solutions of the embodiments of this application, and should all be covered within the scope of protection of this application. Therefore, the scope of protection of this application should be determined by the scope of the claims.

Claims

1. A method for displaying a view of a bank's corporate clients, characterized in that, The view display method includes: The internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources are standardized to determine multiple processed internal data information and processed external data information. Based on the ID information of the public customer, the data summary processing of each data processing task is performed on multiple processed intra-line data information and processed extra-line data information to determine the data summary information of each data processing task. The data summary information of each data processing task is classified, reorganized, and sorted to determine the business data item display information for each public customer. The data table component and the graphical component are used to display the business data items in a structured manner, generating view information for each of the public customers that integrates internal bank data sources and external bank data sources; The process of updating and structurally displaying the business data items using data table components and graphical components, generating view information for each of the public customers that integrates internal and external bank data sources, includes: Detect whether the displayed information of the business data item has been updated; If not, the business data item display information is displayed in a structured manner according to the data table component and the graphical component, and the high-priority data information in the business data item display information is highlighted with color. If so, the system will automatically retrieve the business data item display information under the new processing time according to the predefined interface, and display the new business data item display information in a structured manner.

2. The view display method according to claim 1, characterized in that, The standardization process involves refining internal data information from multiple corporate clients obtained from internal bank data sources and external data information from multiple corporate clients obtained from external bank data sources, resulting in multiple refined internal and external data information sets, including: Based on standardized ETL and standardized mapping of data dictionary, multiple inline data information and multiple outline data information are processed to determine multiple first inline data information and multiple first outline data information; Multiple in-row data and multiple out-of-row data are deduplicated and fault detected to determine multiple processed in-row data and processed out-of-row data.

3. The view display method according to claim 1, characterized in that, The process involves summarizing data from multiple processed intra-line data and processed inter-line data based on the public customer's ID information, and determining the summarization information for each data processing task, including: Based on the public customer's ID information, multiple processed intra-bank data information and multiple processed external data information are matched with internal and external customer data to determine the identification information corresponding to each processed intra-bank data information and processed external data information; wherein, the identification information includes intra-bank customer identification information, external customer identification information, and intra-bank and external coexisting customer identification information; Add a timestamp field to each piece of processed in-line data and out-of-line data for each piece of data with identified identifiers; The processed in-line data information and processed out-of-line data information with identified identification information are sequentially subjected to data standardization processing, business theme summary processing, multi-dimensional data aggregation processing, and scenario data classification processing to generate data summary information for each data processing task.

4. The view display method according to claim 1, characterized in that, The process of classifying, reorganizing, and sorting the aggregated data information for each data processing task to determine the display information of each public customer's business data items includes: Based on the classification requirements of the customer information display template's display sub-modules, including customer overview, basic information, cooperation information, financial information, related information, risk information, and industry information, the data summary information of multiple data processing tasks is classified and reorganized to generate the data information corresponding to each display sub-module. Based on the priority of internal and external customer data and the data update time, the data information corresponding to each display sub-module is sorted from high to low to determine the display information of the business data items for each public customer.

5. The view display method according to claim 1, characterized in that, The determination of whether to update the displayed information of the business data item is made through the following methods: The system checks whether the processed in-line data information and the processed out-of-line data information under the same data item in the business data item display information of the public customer are consistent. If not, then the processed in-row data information or the processed out-of-row data information will be updated based on the data update rules; If so, the information displayed for the business data items will not be updated.

6. The view display method according to claim 1, characterized in that, After using data table components and graphical components to structurally display the business data items and generate view information for each of the corporate clients that integrates internal and external bank data sources, the view display method further includes: Obtain the user's access request to access the public client's view information; Based on the access request and the pre-built user access permission table, the user's access data permissions and access customer view permissions are determined, and the access data of the public customer's view information corresponding to the access data permissions and access customer view permissions is displayed to the user.

7. A visual display device for corporate clients of a bank, characterized in that, The view display device includes: The standardization processing module is used to standardize the internal data information of multiple public customers obtained from internal bank data sources and the external data information of multiple public customers obtained from external bank data sources, and to determine the multiple processed internal data information and processed external data information. The data aggregation module is used to perform data aggregation processing on multiple processed intra-line data information and processed extra-line data information based on the ID information of the public customer, and to determine the data aggregation information for each data processing task. The classification and reorganization module is used to classify, reorganize, and sort the data summary information of each data processing task to determine the business data item display information for each public customer. The view generation module is used to display the business data items in a structured manner using data table components and graphical components, and to generate view information for each of the public customers that integrates internal bank data sources and external bank data sources; The view generation module is used to update and structure the business data item display information using data table components and graphical components, generating view information for each of the public customers that integrates internal and external bank data sources. Detect whether the displayed information of the business data item has been updated; If not, the business data item display information is displayed in a structured manner according to the data table component and the graphical component, and the high-priority data information in the business data item display information is highlighted with color. If so, the system will automatically retrieve the business data item display information under the new processing time according to the predefined interface, and display the new business data item display information in a structured manner.

8. An electronic device, characterized in that, include: The device includes a processor, a memory, and a bus. The memory stores machine-readable instructions executable by the processor. When the electronic device is running, the processor communicates with the memory via the bus. The machine-readable instructions are executed by the processor to perform the steps of the bank customer view display method as described in any one of claims 1 to 6.

9. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores a computer program that, when executed by a processor, performs the steps of the view display method for bank corporate clients as described in any one of claims 1 to 6.

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