Strategy generation method and device, electronic equipment and computer program product

Abstract

The invention discloses a strategy generation method and device, electronic equipment and a computer program product. Relates to the field of financial science and technology, and the method comprises the steps: extracting a field demand from a strategy generation task, the strategy generation task being used for indicating a generation demand of a target outbound strategy, and the field demand being used for indicating a field needed when the outbound strategy is generated; m groups of outbound fields are extracted from the data lake based on the field demand, the M groups of outbound fields are processed, processed outbound fields are obtained, the M groups of outbound fields at least comprise fixed fields and user feature fields, and M is a positive integer; and processing the processed outbound field to obtain a target outbound strategy. Through the method and the device, the technical problem of low generation efficiency when the outbound policy of the financial institution is generated in related technologies is solved.

Description

Technical Field

[0001] The present application relates to the field of financial technology, and specifically, to a strategy generation method, device, electronic device, and computer program product. Background Art

[0002] In today's highly competitive financial environment, communication between financial institutions and their clients has become increasingly important. As a direct and efficient way to reach clients, outbound calls are widely used in various fields, including event promotion and customer service.

[0003] However, in recent years, with the acceleration of digital transformation and advancements in automation technology, financial institutions have become increasingly aware of the limitations of traditional outbound telephone calling. This model presents several significant shortcomings. Most outbound call tasks rely on pre-set, standardized scripts. While this ensures consistent messaging, it struggles to provide truly personalized service and communication for customers with diverse backgrounds and needs, potentially leading to a poor customer experience or even resentment. Manual outbound calls often require significant human resources, especially when dealing with a large customer base. Contacting each customer individually is extremely time-consuming, slowing down overall business processing. Existing outbound call systems typically rely solely on static customer information to make call decisions, ignoring dynamic customer changes and in-depth analysis. They fail to fully leverage big data and artificial intelligence technologies, such as customer preferences, historical interaction records, and real-time status, to optimize outbound call strategies.

[0004] Regarding the technical problem of low generation efficiency when generating outbound dialing strategies of financial institutions in related technologies, no effective solution has been proposed yet. Summary of the Invention

[0005] The main purpose of this application is to provide a strategy generation method, device, electronic device and computer program product to solve the technical problem of low generation efficiency when generating outbound dialing strategies of financial institutions in related technologies.

[0006] To achieve the above-mentioned objectives, according to one aspect of the present application, a policy generation method is provided. The method comprises: extracting field requirements from a policy generation task, wherein the policy generation task is used to indicate the generation requirements of a target outbound dialing policy, and the field requirements are used to indicate the fields required for generating the outbound dialing policy; extracting M groups of outbound call fields from a data lake based on the field requirements, and processing the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least fixed fields and user feature fields, where M is a positive integer; and processing the processed outbound call fields to obtain a target outbound dialing policy.

[0007] Furthermore, the policy generation task is obtained in the following manner: receiving a policy generation instruction, determining task requirements according to the policy generation instruction, wherein the task requirements are used to characterize the requirements for configuring the policy generation task; determining field requirements and task types according to the task requirements, and generating the policy generation task based on the field requirements and task type.

[0008] Furthermore, extracting M groups of outbound call fields from the data lake based on field requirements includes: determining the customer group type according to the field requirements, determining the target customer group according to the customer group type, and determining M customer information through the customer group number associated with the target customer group; running the query code, and extracting fields from the data table in the data lake according to the M customer information through the query code to obtain M groups of outbound call fields.

[0009] Furthermore, the data table is obtained in the following manner: Y historical outbound dialing strategies are obtained, and the customer groups corresponding to each historical outbound dialing strategy are obtained to obtain Y customer groups, where each customer group is associated with a customer group number and a customer group list, each customer group list includes customer information of multiple customers, 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 based on the Y processed customer group lists to obtain Y groups of full feature fields; the Y groups of full feature fields and the Y customer group numbers are associated to obtain associated customer group information; an initial data table is obtained, the associated customer group information is written into the initial data table to obtain a data table, and the data table is written into the data lake.

[0010] Further, processing the M groups of outbound call fields to obtain processed outbound call fields includes: converting the formats of the M groups of outbound call fields to obtain M groups of converted outbound call fields; and concatenating the M groups of converted outbound call fields to obtain processed outbound call fields.

[0011] Further, the processed outbound call field is processed to obtain a target outbound call strategy, including: extracting a policy type from a policy generation instruction, and generating an initial outbound call strategy based on the policy type, wherein the policy generation instruction is sent by a policy generation task system, and the policy type includes at least one of the following: service support type, survey type, customer activation type, and operation type; filling the processed outbound call field into the initial outbound call strategy to obtain a target outbound call strategy.

[0012] Furthermore, filling the processed outbound call field into the initial outbound call strategy to obtain the target outbound call strategy includes: testing the initial outbound call strategy, and when the initial outbound call strategy meets the preset regulations, filling the processed outbound call field into the initial outbound call strategy to obtain a candidate outbound call strategy; obtaining the task extension field, writing the task extension field into the candidate outbound call strategy to obtain the target outbound call strategy, wherein the task extension field is used to associate the target outbound call strategy with the policy generation task.

[0013] To achieve the above-mentioned objectives, according to another aspect of the present application, a policy generation device is provided. The device includes: a first extraction unit, configured to extract field requirements from a policy generation task, wherein the policy generation task is used to indicate the generation requirements of a target outbound dialing policy, and the field requirements are used to indicate the fields required for generating the outbound dialing policy; a second extraction unit, configured to extract M groups of outbound call fields from a data lake based on the field requirements, and process the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least fixed fields and user feature fields, where M is a positive integer; and a processing unit, configured to process the processed outbound call fields to obtain a target outbound dialing policy.

[0014] According to another aspect of an embodiment of the present invention, a computer-readable storage medium is provided, which includes a stored executable program, wherein when the executable program runs, the device where the computer-readable storage medium is located is controlled to execute any of the above-mentioned strategy generation methods.

[0015] According to another aspect of an embodiment of the present invention, an electronic device is also provided, including 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 one or more processors, the one or more processors implement the method for generating 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, any one of the above-mentioned strategy generation methods is implemented.

[0017] In an embodiment of the present application, a strategy generation method is adopted, by extracting field requirements from a strategy generation task, wherein the strategy generation task is used to indicate the generation requirements of a target outbound strategy, and the field requirements are used to indicate the fields required for generating an outbound strategy; based on the field requirements, M groups of outbound call fields are extracted from a data lake, and the M groups of outbound call fields are processed to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least: fixed fields and user feature fields, and M is a positive integer; the processed outbound call fields are processed to obtain a target outbound strategy, which solves the technical problem of low generation efficiency when generating an outbound strategy for a financial institution in the related technology, and achieves the technical effect of improving the generation efficiency when generating an outbound strategy for a financial institution and improving the activity conversion rate by obtaining the field requirements and then extracting multiple groups of outbound call fields based on the field requirements, and then constructing a target outbound strategy based on the outbound call fields, thereby achieving the technical effect of improving the activity conversion rate. 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 generation method;

[0020] Figure 2 is a flow chart of a method for generating a strategy according to an embodiment of the present application;

[0021] Figure 3 is a schematic diagram of a device for generating 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 the present application and the above-mentioned drawings are used to distinguish similar objects and are not necessarily used to describe a specific order or sequential order. 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 a sequence other than those illustrated or described herein. In addition, the terms "including" and "having" and any of their variations are intended to cover non-exclusive inclusions, for example, a process, method, system, product or device comprising 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 generating 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 generation 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 1The 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 strategy generation 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 strategy generation method mentioned above. 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 generation method shown. Figure 2 This is a flow chart of a method for generating 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 : extracting field requirements from a policy generation task, wherein the policy generation task is used to indicate generation requirements of a target outbound policy, and the field requirements are used to indicate fields required when generating the outbound policy.

[0036] Specifically, to construct an outbound call strategy, a strategy generation task can first be obtained. For example, a strategy generation task specifies requirements for generating a targeted outbound call strategy, such as "To construct an outbound call strategy, xx fields need to be prepared as materials." Field requirements for generating the targeted outbound call strategy can then be extracted from this strategy generation task. For example, field requirements can include customer attribute fields, task fields, and outbound call content requirements. Customer attribute fields can be used to indicate characteristics of the outbound call target group, such as customer name, customer type, age, gender, occupation, region, spending habits, and credit rating, enabling precise targeting of target users to provide more tailored services. Task fields can include outbound call purpose (such as service follow-up), priority, execution frequency, specific time windows (such as weekdays and non-business hours to avoid disturbing customers), script template name, and outbound call channel (phone, SMS, email).

[0037] It should be noted that a complete outbound call operation can be completed by the cooperation of the outbound task system and the operation system. The outbound task system can generate a strategy generation task, and the outbound strategy function of the operation system can establish a strategy. In this case, by associating it with the strategy generation task, the required field information is spliced ​​to obtain the target outbound call strategy, and the strategy is sent to the outbound task system. After receiving the strategy, the outbound task system performs the outbound call operation.

[0038] Step S202: extract M groups of outbound call fields from the data lake based on field requirements, and process the M groups of outbound call fields to obtain processed outbound call fields, where the M groups of outbound call fields at least include: fixed fields and user feature fields, and M is a positive integer.

[0039] Specifically, a data lake refers to a platform for storing massive amounts of unstructured and semi-structured data. The data lake stores raw data from various sources inside and outside financial institutions, such as customer transaction records, social media interactions, online behavior, customer service logs, geographic location information, etc. After obtaining the field requirements, multiple groups of outbound call fields can be extracted from the data lake based on the requirements. For example, outbound call fields can include fixed fields and user feature fields. Fixed fields can contain basic information that is essential for the outbound call process, such as customer name, contact number, account status, etc.; user feature fields can contain more detailed user behavior and preference data, such as the date of the most recent transaction, common service types, customer satisfaction scores, etc. By analyzing these features, more accurate customer classification and personalized outbound call strategy formulation can be achieved.

[0040] Furthermore, after obtaining the outbound call field, it can be formatted and processed to obtain the processed outbound call field, so that a target outbound dialing strategy can be generated based on the processed outbound call field.

[0041] Step S203: Process the processed outbound call field to obtain a target outbound dialing strategy.

[0042] Specifically, to effectively transform the processed outbound call fields into a targeted, efficient outbound call strategy, customer classification and labeling can be performed based on these processed outbound call fields. Based on these customer categories and labels, appropriate outbound call content can be matched. For example, for individual customers, this could focus on new product introductions or preferential policies; for corporate customers, this could involve more professional financial services consultations or partnership proposals. Finally, based on customer classification and outbound call content, a final targeted outbound call strategy is generated. This targeted outbound call strategy can include optimal time windows, outbound call frequency, outbound call channel selection, and the personnel responsible for the outbound calls.

[0043] It should be noted that in order to improve the effectiveness of outbound calls, outbound strategies can be dynamically adjusted and optimized based on real-time feedback and data analysis.

[0044] The strategy generation method provided in the embodiment of the present application extracts field requirements from a strategy generation task, wherein the strategy generation task is used to indicate the generation requirements of a target outbound strategy, and the field requirements are used to indicate the fields required for generating an outbound strategy; based on the field requirements, M groups of outbound call fields are extracted from a data lake, and the M groups of outbound call fields are processed to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least: fixed fields and user feature fields, and M is a positive integer; the processed outbound call fields are processed to obtain a target outbound strategy, thereby solving the technical problem of low generation efficiency when generating an outbound strategy for a financial institution in the related art, by obtaining the field requirements, and then extracting multiple groups of outbound call fields based on the field requirements, and then constructing a target outbound strategy based on the outbound call fields, thereby achieving the technical effect of improving the generation efficiency when generating an outbound strategy for a financial institution and improving the activity conversion rate.

[0045] In order to obtain the field requirements for generating a target outbound dialing strategy, optionally, in the strategy generation method provided in an embodiment of the present application, the strategy generation task is obtained in the following manner: receiving a strategy generation instruction, determining the task requirements based on the strategy generation instruction, wherein the task requirements are used to characterize the requirements for configuring the strategy generation task; determining the field requirements and the task type based on the task requirements, and generating the strategy generation task based on the field requirements and the task type.

[0046] Specifically, the first step is to determine the policy generation task and the corresponding policy name. First, obtain the policy generation instructions based on outbound call targets, market analysis, or business needs. Then, by interpreting and extracting the core elements, determine the specific requirements for configuring the policy generation task. For example, determine the goals that the outbound call strategy needs to achieve, such as increasing product sales, improving customer satisfaction, and reducing churn; determine the characteristics of the target customer group, such as customer type (individual / institution), credit rating, transaction history, product usage, etc.; and evaluate the resources required to execute the strategy, including manpower (outbound call personnel), material resources (communication equipment), and budget.

[0047] Furthermore, based on the determined task requirements, the field requirements are further refined, that is, which specific fields need to be extracted from the data lake to support strategy generation. The field requirements need to cover all necessary information, including fixed fields (such as customer name and contact information), user feature fields (age, gender, consumption preferences), status fields (customer consent status), etc. At the same time, it is also necessary to determine the task type and distinguish between personal outbound calls and corporate outbound calls. Personal outbound calls focus on individual customers, while corporate outbound calls focus on corporate customers. Additional corporate-related information needs to be processed to ensure the comprehensiveness and pertinence of the outbound call strategy. Finally, based on the determined field requirements and task types, a detailed strategy generation task is formulated.

[0048] This embodiment generates a strategy generation task by utilizing field requirements and task types, which can significantly shorten the strategy generation time, improve the response speed of outbound call activities, and lay the foundation for providing customers with a more personalized and considerate service experience.

[0049] Optionally, in the strategy generation method provided in the embodiment of the present application, extracting M groups of outbound call fields from the data lake based on field requirements includes: determining the customer group type according to the field requirements, determining the target customer group according to the customer group type, and determining M customer information through the customer group number associated with the target customer group; running the query code, and extracting fields from the data table in the data lake according to the M customer information through the query code to obtain M groups of outbound call fields.

[0050] Specifically, after receiving a strategy generation task and extracting field requirements from it, we first determine the relevant customer group types based on the field requirements. Different outbound calling campaigns may target different customer groups, such as active customers, high-value customers, and potential churn customers. We then use the customer group type to determine the specific target customer group. At this point, we filter out eligible customer records from the data lake using the corresponding customer group ID to facilitate subsequent field extraction and strategy formulation.

[0051] After determining the target customer group and the corresponding customer information, we run a query code to extract each target customer's information from the data lake's data table, thereby obtaining the corresponding outbound call fields. It should be noted that this query code can extract all necessary fields on demand while avoiding irrelevant data, thus reducing the complexity and cost of data processing.

[0052] This embodiment avoids wasting resources on non-target customers by utilizing customer information and obtaining outbound call fields of different customers based on query codes, ensures that the outbound call content is highly consistent with customer needs, improves the conversion rate of activities and customer satisfaction, and enhances the scientific nature and accuracy of decision-making.

[0053] Optionally, in the strategy generation method provided in the embodiment of the present application, the data table is obtained in the following manner: obtain Y historical outbound calling strategies, and obtain the customer groups corresponding to each historical outbound calling strategy to obtain Y customer groups, wherein each customer group is associated with a customer group number and a customer group list, each customer group list includes customer information of multiple customers, 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 based on the Y processed customer group lists to obtain Y groups of full feature fields; associate the Y groups of full feature fields and the Y customer group numbers to obtain associated customer group information; obtain the initial data table, write the associated customer group information into the initial data table, obtain the data table, and write the data table into the data lake.

[0054] Specifically, a large number of historical outbound calling 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 customer duplication. Therefore, to prevent the same customer from being included in different strategies multiple times, these customer group lists can be concatenated 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 calling process, thus obtaining multiple processed customer group lists.

[0055] 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 customers' basic information (such as name, gender, age, mobile phone number, customer number), preferences, feedback records, asset balances, asset growth rates, etc. These full set of feature fields are then written into the data lake's initial data table, resulting in a data table. This data table is then written into the data lake, allowing the required fields to be directly extracted from the data lake when different feature fields are needed.

[0056] 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.

[0057] Optionally, in the strategy generation method provided in the embodiment of the present application, M groups of outbound call fields are processed to obtain the processed outbound call fields, including: converting the format of the M groups of outbound call fields to obtain M groups of converted outbound call fields; and splicing the M groups of converted outbound call fields together to obtain the processed outbound call fields.

[0058] Specifically, after collecting multiple sets of outbound call fields, in order to ensure that these data can be smoothly read and applied by the outbound call system, these outbound call fields need to be formatted to eliminate format differences caused by diverse data sources and ensure that the outbound call system can correctly parse and use each piece of information. For example, the date and time fields are converted into a unified format, such as YYYY-MM-DD HH:MM:SS, to facilitate identification and use for outbound call time window judgment; for text description fields, they are converted into specific codes or category identifiers, such as converting "gender" into a numeric code (0 = male, 1 = female); ensure that numerical fields are compared under the same dimension, such as converting different currency units into a unified base currency, or converting percentage fields into decimal fields; convert unstructured or semi-structured data fields into structured data to facilitate data processing and analysis, such as organizing free text feedback into quantifiable evaluation levels.

[0059] Furthermore, after obtaining the converted outbound call fields after format conversion, these fields can be spliced ​​together to form a complete and consistent field set. It should be noted that when splicing, it is necessary to ensure that all fields are arranged in the same order to facilitate subsequent data processing and analysis. If there is duplicate information in the field (such as the same customer name in multiple records), it is necessary to deduplicate it and retain the most accurate and up-to-date data. Data interpolation technology can be used to fill in blanks or missing values ​​in the field to ensure data integrity.

[0060] This embodiment converts and concatenates multiple groups of outbound call fields, thereby eliminating data reading or processing errors caused by format inconsistency, improving the practical application value of data and enhancing work efficiency.

[0061] Optionally, in the strategy generation method provided in the embodiment of the present application, the processed outbound call field is processed to obtain a target outbound call strategy, including: extracting a policy type from a policy generation instruction, and generating an initial outbound call strategy based on the policy type, wherein the policy generation instruction is sent by a policy generation task system, and the policy type includes at least one of the following: service support type, survey type, customer activation type, and operation type; filling the processed outbound call field into the initial outbound call strategy to obtain the target outbound call strategy.

[0062] Specifically, after obtaining the processed outbound call field, in order to establish a targeted outbound call strategy, the strategy generation instruction can be parsed first to identify the strategy type, where the strategy type may include a service support type aimed at solving problems encountered by customers or providing additional support services, a survey type used to collect customer opinions or market feedback to help companies improve products and services, a customer activation type that targets inactive or potentially lost customers and stimulates their interest in re-using products or services through outbound calls, and an operation type that promotes new products or services to target customers and promotes sales conversions.

[0063] After determining the strategy type, you can then determine the initial outbound call target, execution framework planning, and preliminary resource assessment based on the strategy type to generate an initial outbound call strategy. The processed outbound call fields are then populated into the generated initial outbound call strategy to create the target outbound call strategy.

[0064] This embodiment generates a target outbound dialing strategy based on strategy generation instructions and processed outbound call fields, which can significantly improve the targeting of activities, increase conversion rates and customer responsiveness, accurately locate target customer groups, reduce invalid outbound calls, save time and resources, and improve overall business operation efficiency.

[0065] Optionally, in the strategy generation method provided in the embodiment of the present application, the processed outbound call field is filled into the initial outbound call strategy to obtain the target outbound call strategy, including: testing the initial outbound call strategy, and when the initial outbound call strategy meets the preset regulations, filling the processed outbound call field into the initial outbound call strategy to obtain a candidate outbound call strategy; obtaining the task extension field, writing the task extension field into the candidate outbound call strategy to obtain the target outbound call strategy, wherein the task extension field is used to associate the target outbound call strategy with the policy generation task.

[0066] Specifically, before applying the processed outbound call fields to the initial outbound call strategy, the initial outbound call strategy needs to be carefully inspected to ensure that it complies with preset regulations and standards. First, consistency checks, integrity verification, and logical audits can be performed. For example, you can determine whether all outbound call fields included in the initial outbound call strategy match the field names and formats actually extracted from the data lake to avoid data filling errors caused by field inconsistencies; check whether the initial outbound call strategy contains all necessary information, such as outbound call time, target customer groups, outbound call channels, etc., to ensure the comprehensiveness and operability of the strategy; evaluate the compliance of the strategy to avoid potential security risks; and ensure that the logical flow of each link in the outbound call strategy is smooth.

[0067] After the initial outbound strategy passes the above tests, the processed outbound call fields are filled into the strategy to generate a candidate outbound strategy. For example, relevant information is accurately located in the corresponding position of the initial outbound strategy, such as filling customer name, contact number, credit score and other information into preset fields to ensure data accuracy and processing efficiency, further ensuring the quality of strategy implementation.

[0068] Furthermore, in order to ensure that the candidate outbound policy can be effectively associated with the policy generation task, so that the policy has a unique identifier and detailed attributes to facilitate subsequent management and monitoring, it is also possible to obtain a task extension field and write the task extension field into the candidate outbound policy to obtain the target outbound policy, wherein the task extension field can contain additional information of the policy generation task, such as task name, execution priority, task status, etc.

[0069] This embodiment greatly reduces manual operations by writing task extension fields into the outbound dialing strategy, improves the speed and efficiency of strategy generation, reduces the error rate, and can more accurately reach target customers, thereby providing targeted services.

[0070] 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.

[0071] Example 2

[0072] The embodiment of the present application further provides a strategy generation device. It should be noted that the strategy generation device of the embodiment of the present application can be used to execute the strategy generation method provided in the embodiment of the present application. The strategy generation device provided in the embodiment of the present application is introduced below.

[0073] According to an embodiment of the present application, a device for implementing the above-mentioned strategy generation method is also provided. Figure 3 is a schematic diagram of a device for generating a strategy according to an embodiment of the present application, such as Figure 3 As shown, the device includes: a first extraction unit 30, a second extraction unit 31, and a processing unit 32.

[0074] A first extraction unit 30 is configured to extract field requirements from a policy generation task, wherein the policy generation task is used to indicate generation requirements for a target outbound policy, and the field requirements are used to indicate fields required for generating the outbound policy;

[0075] The second extraction unit 31 is configured to extract M groups of outbound call fields from the data lake based on field requirements, and process the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least fixed fields and user feature fields, and M is a positive integer;

[0076] The processing unit 32 is configured to process the processed outbound call field to obtain a target outbound dialing strategy.

[0077] The strategy generation device provided by the embodiment of the present application extracts field requirements from the strategy generation task through a first extraction unit 30, wherein the strategy generation task is used to indicate the generation requirements of the target outbound strategy, and the field requirements are used to indicate the fields required when generating the outbound strategy; the second extraction unit 31 extracts M groups of outbound call fields from the data lake based on the field requirements, and processes the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least: fixed fields and user feature fields, and M is a positive integer; the processing unit 32 processes the processed outbound call fields to obtain the target outbound strategy, which solves the technical problem of low generation efficiency when generating outbound strategies for financial institutions in related technologies, obtains field requirements, and then extracts multiple groups of outbound call fields based on the field requirements, and then constructs the target outbound strategy based on the outbound call fields, thereby achieving the technical effect of improving the generation efficiency when generating outbound strategies for financial institutions and improving the activity conversion rate.

[0078] Optionally, in the policy generation device provided in the embodiment of the present application, the first extraction unit 30 includes: a receiving module, used to receive a policy generation instruction, and determine the task requirements based on the policy generation instruction, wherein the task requirements are used to characterize the requirements for configuring the policy generation task; a first determination module, used to determine the field requirements and the task type based on the task requirements, and generate the policy generation task based on the field requirements and the task type.

[0079] Optionally, in the strategy generation device provided in the embodiment of the present application, the second extraction unit 31 includes: a second determination module, used to determine the customer group type according to field requirements, determine the target customer group according to the customer group type, and determine M customer information through the customer group number associated with the target customer group; an operation module, used to run the query code, and extract fields from the data table in the data lake according to the M customer information through the query code to obtain M groups of outbound call fields.

[0080] Optionally, in the strategy generation device provided in the embodiment of the present application, the second extraction unit 31 includes: a first acquisition module, used to obtain Y historical outbound dialing strategies, and obtain the customer group corresponding to each historical outbound dialing strategy to obtain Y customer groups, wherein each customer group is associated with a customer group number and a customer group list, each customer group list includes customer information of multiple customers, 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 based on the Y processed customer group lists to obtain Y groups of full feature fields; an association module, used to associate the Y groups of full feature fields and the Y customer group numbers to obtain associated customer group information; a second acquisition module, used to obtain an initial data table, write the associated customer group information into the initial data table, obtain a data table, and write the data table into the data lake.

[0081] Optionally, in the strategy generation device provided in the embodiment of the present application, the second extraction unit 31 includes: a conversion module, used to convert the format of M groups of outbound call fields to obtain M groups of converted outbound call fields; and a splicing module, used to splice the M groups of converted outbound call fields together to obtain the processed outbound call fields.

[0082] Optionally, in the strategy generation device provided in the embodiment of the present application, the processing unit 32 includes: an extraction module, used to extract the strategy type from the strategy generation instruction, and generate an initial outbound strategy based on the strategy type, wherein the strategy generation instruction is sent by the strategy generation task system, and the strategy type includes at least one of the following: service support type, survey type, customer activation type and operation type; a filling module, used to fill the processed outbound call field into the initial outbound strategy to obtain the target outbound strategy.

[0083] Optionally, in the strategy generation device provided in the embodiment of the present application, the processing unit 32 includes: a detection module, used to detect the initial outbound dialing strategy, and when the initial outbound dialing strategy meets the preset regulations, fill the processed outbound call field into the initial outbound dialing strategy to obtain a candidate outbound dialing strategy; a third acquisition module, used to obtain a task extension field, write the task extension field into the candidate outbound dialing strategy to obtain a target outbound dialing strategy, wherein the task extension field is used to associate the target outbound dialing strategy with the policy generation task.

[0084] It should be noted that the first extraction unit 30, the second extraction unit 31, and the processing 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.

[0085] Example 3

[0086] 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.

[0087] 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.

[0088] In this embodiment, the computer terminal can execute the program code of the following steps in the policy generation method: the content of right 1 extracts the field requirements from the policy generation task, wherein the policy generation task is used to indicate the generation requirements of the target outbound policy, and the field requirements are used to indicate the fields required when generating the outbound policy; based on the field requirements, M groups of outbound call fields are extracted from the data lake, and the M groups of outbound call fields are processed to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least: fixed fields and user feature fields, and M is a positive integer; the processed outbound call fields are processed to obtain the target outbound policy.

[0089] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the policy generation method: the policy generation task is obtained in the following manner: receiving a policy generation instruction, determining the task requirements according to the policy generation instruction, wherein the task requirements are used to characterize the requirements for configuring the policy generation task; determining the field requirements and the task type according to the task requirements, and generating the policy generation task based on the field requirements and the task type.

[0090] Optionally, the computer terminal may execute the program code of the following steps in the strategy generation method: extracting M groups of outbound call fields from the data lake based on field requirements, including: determining the customer group type according to the field requirements, determining the target customer group according to the customer group type, and determining M customer information through the customer group number associated with the target customer group; running the query code, and extracting fields from the data table in the data lake according to the M customer information through the query code to obtain M groups of outbound call fields.

[0091] Optionally, the computer terminal may execute the program code of the following steps in the strategy generation method: the data table is obtained in the following manner: obtaining Y historical outbound dialing strategies, and obtaining the customer groups corresponding to each historical outbound dialing strategy to obtain Y customer groups, wherein each customer group is associated with a customer group number and a customer group list, each customer group list includes customer information of multiple customers, and Y is a positive integer; deduplicating 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 based on the Y processed customer group lists to obtain Y groups of full feature fields; associating the Y groups of full feature fields and the Y customer group numbers to obtain associated customer group information; obtaining an initial data table, writing the associated customer group information into the initial data table to obtain a data table, and writing the data table into the data lake.

[0092] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy generation method: processing M groups of outbound call fields to obtain processed outbound call fields, including: converting the format of M groups of outbound call fields to obtain M groups of converted outbound call fields; splicing the M groups of converted outbound call fields together to obtain the processed outbound call fields.

[0093] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy generation method: processing the processed outbound call field to obtain the target outbound call strategy including: extracting the policy type from the policy generation instruction, and generating an initial outbound call strategy based on the policy type, wherein the policy generation instruction is sent by the policy generation task system, and the policy type includes at least one of the following: service support type, survey type, customer activation type and operation type; filling the processed outbound call field into the initial outbound call strategy to obtain the target outbound call strategy.

[0094] Optionally, the above-mentioned computer terminal can execute the program code of the following steps in the strategy generation method: filling the processed outbound call field into the initial outbound dialing strategy to obtain the target outbound dialing strategy, including: testing the initial outbound dialing strategy, and when the initial outbound dialing strategy meets the preset regulations, filling the processed outbound call field into the initial outbound dialing strategy to obtain a candidate outbound dialing strategy; obtaining the task extension field, writing the task extension field into the candidate outbound dialing strategy to obtain the target outbound dialing strategy, wherein the task extension field is used to associate the target outbound dialing strategy with the policy generation task.

[0095] 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.

[0096] Among them, the memory can be used to store software programs and modules, such as the program instructions / modules corresponding to the generation method and device of the strategy in the embodiment 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 generation method of the above-mentioned strategy. 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, an intranet, a local area network, a mobile communication network and a combination thereof.

[0097] 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 generation method.

[0098] By adopting the embodiment of the present application, a solution for generating a strategy is provided. By extracting field requirements from the strategy generation task, wherein the strategy generation task is used to indicate the generation requirements of the target outbound call strategy, and the field requirements are used to indicate the fields required when generating the outbound call strategy; based on the field requirements, M groups of outbound call fields are extracted from the data lake, and the M groups of outbound call fields are processed to obtain the processed outbound call fields, wherein the M groups of outbound call fields at least include: fixed fields and user feature fields, and M is a positive integer; the processed outbound call fields are processed to obtain the target outbound call strategy, which solves the technical problem of low generation efficiency when generating the outbound call strategy of a financial institution in the related technology, and by obtaining the field requirements, and then extracting multiple groups of outbound call fields based on the field requirements, and then constructing the target outbound call strategy based on the outbound call fields, thereby achieving the technical effect of improving the conversion rate of activities.

[0099] 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.

[0100] 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.

[0101] Example 4

[0102] 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 generation method provided in the first embodiment.

[0103] 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.

[0104] Optionally, in this embodiment, the storage medium is configured to store program code for executing the following steps: extracting field requirements from a policy generation task, wherein the policy generation task is used to indicate the generation requirements of a target outbound dialing policy, and the field requirements are used to indicate the fields required when generating the outbound dialing policy; extracting M groups of outbound call fields from a data lake based on the field requirements, and processing the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least: fixed fields and user feature fields, and M is a positive integer; processing the processed outbound call fields to obtain a target outbound dialing policy.

[0105] 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 method for generating a policy.

[0106] 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.

[0107] 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.

[0108] 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 units is only a logical function division. In actual implementation, there may be other division methods. For example, 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.

[0109] Units described as separate components may or may not be physically separate, and 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.

[0110] 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.

[0111] 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, server or network device, etc.) to execute all or part of the steps of the various embodiments of the present application. The aforementioned storage medium includes: U disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), mobile hard disk, magnetic disk or optical disk and other media that can store program code.

[0112] 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 strategy generation method, characterized in that: include: Extracting field requirements from the policy generation task, wherein the policy generation task is used to indicate the generation requirements of the target outbound policy, and the field requirements are used to indicate the fields required when generating the outbound policy; Extracting M groups of outbound call fields from the data lake based on the field requirements, and processing the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields at least include: fixed fields and user feature fields, and M is a positive integer; The processed outbound call field is processed to obtain the target outbound dialing strategy.

2. The method according to claim 1, characterized in that The strategy generation task is obtained in the following way: receiving a policy generation instruction, and determining a task requirement according to the policy generation instruction, wherein the task requirement is used to characterize a requirement for configuring the policy generation task; The field requirements and the task type are determined according to the task requirements, and the strategy generation task is generated based on the field requirements and the task type.

3. The method according to claim 1, characterized in that Based on the field requirements, M groups of outbound call fields are extracted from the data lake, including: Determine the customer group type according to the field requirements, determine the target customer group according to the customer group type, and determine M customer information through the customer group number associated with the target customer group; Run the query code to extract fields from the data table in the data lake according to the M customer information to obtain the M groups of outbound call fields.

4. The method according to claim 3, characterized in that The data table is obtained in the following way: Obtain Y historical outbound calling strategies and obtain the customer groups corresponding to each historical outbound calling strategy, obtaining Y customer groups, where each customer group is associated with a customer group number and a customer group list. Each customer group list includes customer information of multiple customers, and Y is a positive integer. Deduplication processing is performed on the customer group lists of the Y customer groups to obtain Y processed customer group lists, and the full feature fields of each customer group are obtained based on the Y processed customer group lists to obtain Y groups of full feature fields; Associating the Y groups of full feature fields with the Y customer group numbers to obtain associated customer group information; An initial data table is obtained, the associated customer group information is written into the initial data table, a data table is obtained, and the data table is written into the data lake.

5. The method according to claim 1, wherein The M groups of outbound call fields are processed to obtain the processed outbound call fields including: Performing format conversion on the M groups of outbound call fields to obtain M groups of converted outbound call fields; The M groups of converted outbound call fields are concatenated together to obtain the processed outbound call field.

6. The method according to claim 1, characterized in that Processing the processed outbound call field to obtain the target outbound dialing strategy includes: Extracting a policy type from the policy generation instruction, and generating an initial outbound policy based on the policy type, wherein the policy generation instruction is sent by the policy generation task system, and the policy type includes at least one of the following: service support type, research type, customer activation type, and operation type; The processed outbound call field is filled into the initial outbound dialing strategy to obtain the target outbound dialing strategy.

7. The method according to claim 6, characterized in that Filling the processed outbound call field into the initial outbound dialing strategy to obtain the target outbound dialing strategy includes: Testing the initial outbound dialing strategy, and if the initial outbound dialing strategy meets the preset requirements, filling the processed outbound call field into the initial outbound dialing strategy to obtain a candidate outbound dialing strategy; A task extension field is acquired, and the task extension field is written into the candidate outbound policy to obtain the target outbound policy, wherein the task extension field is used to associate the target outbound policy with the policy generation task.

8. A strategy generating device, characterized in that: include: A first extraction unit is configured to extract field requirements from a policy generation task, wherein the policy generation task is used to indicate generation requirements for a target outbound policy, and the field requirements are used to indicate fields required for generating the outbound policy; A second extraction unit is configured to extract M groups of outbound call fields from the data lake based on the field requirements, and process the M groups of outbound call fields to obtain processed outbound call fields, wherein the M groups of outbound call fields include at least fixed fields and user feature fields, and M is a positive integer; The processing unit is configured to process the processed outbound call field to obtain the target outbound dialing strategy.

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 generation 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 generation method according to any one of claims 1 to 7 are implemented.

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