Enterprise KPI (Key Performance Indicator) assessment method, device and equipment based on personalized configuration and medium
By using a KPI assessment method generated through personalized configuration instructions, exclusive assessment indicators are dynamically generated and scored, solving the problem of the disconnect between assessment results and job responsibilities in the existing system, and realizing the effectiveness of cross-departmental accurate performance evaluation and management decision-making.
Patent Information
- Application Number
- CN202510914715.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-07-03
- Publication Date
- 2025-10-21
AI Technical Summary
Existing KPI assessment systems lack dynamic and in-depth configurability, and cannot define and assign weights to personalized indicator systems based on the company's actual organizational structure, business model, and job-specific needs. This results in assessment results being disconnected from employee performance, affecting management decisions and employee motivation.
By acquiring personalized configuration instructions, the system dynamically generates exclusive assessment indicators for the target assessment subjects, collects relevant data, and scores and judges compliance based on personalized indicators. This constructs a closed-loop process of instruction acquisition, indicator generation, data collection, and compliance judgment, thereby realizing a flexible assessment mechanism.
It achieves precise matching of cross-departmental assessment standards, ensures that assessment results are closely linked to the core responsibilities of the position, improves the accuracy of performance evaluation and the effectiveness of management decisions, and eliminates the drawbacks of confusion in cross-departmental assessment standards.
Smart Images
Figure CN120822867A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the field of data processing technology, and in particular to an enterprise KPI assessment method, device, equipment and medium based on personalized configuration. Background Art
[0002] In modern enterprise management practices, particularly in industries like finance, healthcare, and insurance, where organizational structures are complex and job functions are highly segmented, establishing a scientific and effective employee performance evaluation system has become a key issue in improving operational efficiency and core competitiveness. As a crucial management tool for measuring employee contributions and driving organizational goals, the accuracy of employee performance appraisals (KPIs) directly impacts the efficiency of human resource allocation, employee motivation, and the achievement of corporate strategic objectives. Therefore, designing KPI assessment mechanisms that truly reflect the value contributions of different positions and effectively guide employee behavior is a key focus of current research and practice in this field.
[0003] Currently, widely used KPI assessment systems generally utilize pre-set, standardized templates as their core framework. These systems typically incorporate a relatively fixed set of assessment indicators and evaluation processes during their initial design phase. However, this "one-size-fits-all" design approach has gradually exposed significant limitations in practical applications, primarily due to its lack of personalized configuration capabilities.
[0004] The core issue lies in the fundamental differences in the nature of work, core responsibilities, value creation methods, and contributions to the organization across different industries, departments within the same company, and even within different job sequences within the same department. For example, the core value of sales positions is typically reflected in market development, performance targets, and customer relationship maintenance; while R&D positions focus more on technological breakthroughs, project advancement, and innovative outcomes; and the key contributions of back-office support positions may lie in process efficiency, risk control, or service quality. Existing systems based on fixed templates struggle to flexibly capture and adapt to this high degree of heterogeneity in business scenarios and job-specific needs.
[0005] Therefore, the key flaw of existing technologies is their lack of dynamic and deep configurability. The system cannot easily and conveniently carry out personalized definition of the indicator system, fine-tuning of weight distribution, and adaptive reconstruction of the assessment process based on the actual organizational structure, business model, development stage, and core objectives of specific departments / positions of the enterprise. This rigid framework leads to a disconnect between the assessment content and the actual work focus of employees, and the evaluation results are difficult to truly and comprehensively reflect the performance and value contribution of employees. The direct consequence is a significant reduction in the reliability and validity of the assessment, which not only weakens the reference value of the assessment results in talent management decisions (such as promotion, incentives, and training), but is also likely to dampen employee enthusiasm due to inaccurate assessments, and even mislead the direction of enterprise management, ultimately restricting the improvement of the overall effectiveness of the organization.
[0006] To sum up, developing a KPI assessment method with high flexibility and deep customization capabilities to meet the diversified assessment needs across industries, departments, and positions is a key technical issue that needs to be urgently addressed. Summary of the Invention
[0007] The embodiments of the present invention provide an enterprise KPI assessment method, apparatus, device and medium based on personalized configuration, aiming to solve the problem of poor flexibility of the existing fixed template KPI assessment method.
[0008] In a first aspect, an embodiment of the present invention provides an enterprise KPI assessment method based on personalized configuration, which includes:
[0009] Obtaining personalized configuration instructions, and determining a target assessment object and personalized assessment indicators for the target assessment object based on the personalized configuration instructions;
[0010] Based on the personalized assessment indicators of the target assessment object, collecting assessment data of the target assessment object;
[0011] Determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object;
[0012] If the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject, it is determined that the target assessment subject has passed the assessment;
[0013] If the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, it is determined that the target assessment object has failed the assessment.
[0014] A further technical solution is that the step of obtaining the personalized configuration instruction includes:
[0015] Display a configuration window, which includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column;
[0016] The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instruction.
[0017] A further technical solution is that the determining of the target assessment object and the personalized assessment indicators of the target assessment object based on the personalized configuration instruction includes:
[0018] Determining the target assessment object according to the assessment object configuration information;
[0019] Determining assessment items according to the assessment item configuration information;
[0020] Determining the assessment criteria for the assessment items according to the assessment criteria configuration information for the assessment items;
[0021] Determining the weight of the assessment item according to the assessment item weight configuration information;
[0022] The personalized assessment indicators of the target assessment object are determined based on the assessment items, the assessment standards of the assessment items, and the weights.
[0023] A further technical solution is that after determining the assessment items according to the assessment item configuration information, the method further includes:
[0024] Determining whether the assessment item is a historical assessment item;
[0025] If the assessment item is a historical assessment item, obtaining historical assessment data of the assessment item;
[0026] Determine recommended assessment criteria for the assessment items based on the historical assessment data.
[0027] A further technical solution is that the assessment data of the target assessment object is collected based on the personalized assessment indicators of the target assessment object, including:
[0028] Determine the target data source corresponding to the assessment item;
[0029] Acquire the assessment data of the target assessment object for the assessment item from the target data source.
[0030] A further technical solution is that the determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object includes:
[0031] Determine the score of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item;
[0032] Determine the total score of the target assessment subject based on the score values and weights of all the assessment items of the target assessment subject;
[0033] Determine whether the total score of the assessment is greater than a preset score threshold;
[0034] If the total assessment score is greater than a preset score threshold, it is determined that the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject;
[0035] If the total assessment score is not greater than the preset score threshold, it is determined that the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
[0036] A further technical solution is that the assessment item includes multiple sub-assessment items, and the scoring value of the assessment item is determined based on the assessment data of the assessment item and the assessment standard of the assessment item, including:
[0037] Determining score values for the plurality of sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item;
[0038] The scoring value of the assessment item is determined according to the scoring values of the multiple sub-assessment items of the assessment item.
[0039] In a second aspect, an embodiment of the present invention further provides an enterprise KPI assessment device based on personalized configuration, which includes a unit for executing the above method.
[0040] In a third aspect, an embodiment of the present invention further provides a computer device, which includes a memory and a processor, wherein a computer program is stored in the memory, and the processor implements the above method when executing the computer program.
[0041] In a fourth aspect, an embodiment of the present invention further provides a computer-readable storage medium, wherein the storage medium stores a computer program, and the computer program can implement the above method when executed by a processor.
[0042] The embodiment of the present invention provides a method, device, equipment and medium for enterprise KPI assessment based on personalized configuration. The method includes: obtaining personalized configuration instructions, determining the target assessment object and the personalized assessment indicators of the target assessment object based on the personalized configuration instructions; collecting the assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object; judging whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object; if the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object, judging that the target assessment object has passed the assessment; if the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, judging that the target assessment object has failed the assessment. The present invention realizes the paradigm shift of enterprise KPI assessment from rigid template to dynamic customization by constructing a closed-loop process of "instruction acquisition-indicator generation-data collection-standard judgment". Its core effect is to completely deconstruct the homogeneity constraints of the traditional assessment system: based on the personalized configuration instructions obtained in real time, the system can dynamically generate exclusive indicator systems for assessment objects with different functional attributes. For example, customer conversion rate metrics for sales positions and innovation output metrics for R&D positions can be configured in parallel, allowing subsequent data collection to precisely focus on data sources related to core responsibilities, while compliance assessments can be targeted and verified based on pre-set, personalized thresholds. This full-chain adaptation mechanism fundamentally eliminates the problem of mixed assessment standards across departments. BRIEF DESCRIPTION OF THE DRAWINGS
[0043] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the following briefly introduces the drawings required for use in the description of the embodiments. Obviously, the drawings described below are some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.
[0044] Figure 1 A flowchart of an enterprise KPI assessment method based on personalized configuration provided by an embodiment of the present invention;
[0045] Figure 2 A schematic block diagram of an enterprise KPI assessment device based on personalized configuration provided by an embodiment of the present invention;
[0046] Figure 3 A schematic block diagram of a computer device provided in an embodiment of the present invention. DETAILED DESCRIPTION
[0047] The following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the accompanying drawings. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of them. All other embodiments obtained by ordinary technicians in this field based on the embodiments of the present invention without making any creative efforts shall fall within the scope of protection of the present invention.
[0048] It will be understood that when used in this specification and the appended claims, the terms “comprises” and “comprising” indicate the presence of described features, integers, steps, operations, elements and / or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components and / or groups thereof.
[0049] It should also be understood that the terminology used in this specification is for the purpose of describing particular embodiments only and is not intended to limit the present invention. As used in the specification and appended claims, the singular forms "a," "an," and "the" are intended to include the plural forms unless the context clearly indicates otherwise.
[0050] It should be further understood that the term "and / or" used in the present description and the appended claims refers to and includes any and all possible combinations of one or more of the associated listed items.
[0051] As used in this specification and the appended claims, the term "if" can be interpreted as "when" or "upon" or "in response to determining" or "in response to detecting," depending on the context. Similarly, the phrase "if it is determined" or "if [described condition or event] is detected" can be interpreted as meaning "upon determination" or "in response to determining" or "upon detection of [described condition or event]" or "in response to detecting [described condition or event]," depending on the context.
[0052] See also Figure 1 The embodiment of the present invention provides an enterprise KPI assessment method based on personalized configuration, which includes the following steps:
[0053] S1, obtaining personalized configuration instructions, and determining a target assessment object and personalized assessment indicators of the target assessment object based on the personalized configuration instructions.
[0054] In a specific implementation, the personalized configuration instruction can be input by a user (administrator), which is not specifically limited in the present invention. The personalized configuration instruction includes configuration information of personalized assessment indicators, and the target assessment object and the personalized assessment indicator of the target assessment object are determined based on the personalized configuration instruction.
[0055] In this embodiment of the present invention, personalized configuration instructions are obtained to determine specific target assessment subjects and their own personalized assessment indicators, ensuring that data collection and assessment of achievement are closely aligned with core job responsibilities. For example, the "customer conversion rate" indicator for a sales position and the "innovation patent output" indicator for an R&D position can coexist in the same system, completely eliminating the problem of homogenized assessment standards across departments.
[0056] In some preferred embodiments, the above step of "obtaining personalized configuration instructions" specifically includes the following steps: displaying a configuration window, the configuration window including an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column; obtaining the assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column to obtain the personalized configuration instructions.
[0057] In a specific implementation, a configuration window may pop up when a user inputs a configuration request, for example, for clicking a preset new assessment indicator button. The configuration window includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column. The user can enter the target assessment object in the assessment object configuration column and the assessment item in the assessment item configuration column. The assessment item may include multiple sub-assessment items, for example, attendance items include lateness, early departure, and leave. The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instructions.
[0058] In an embodiment of the present invention, the synergistic effect of the assessment object configuration column, the assessment item configuration column, the assessment item assessment standard configuration column, and the assessment item weight configuration column allows users to intuitively define "who to assess, what to assess, how to measure, and the importance of each project". On the one hand, this design greatly reduces the complexity of configuration and avoids the idleness of personalized functions due to high operating thresholds; on the other hand, by forcibly disassembling configuration elements, it ensures that enterprise managers must fully consider all dimensions of the indicator system when setting assessment plans, preventing the omission of key assessment items or imbalanced weight distribution. The configuration instructions thus generated are both flexible and systematic, laying a structured data foundation for subsequent accurate assessments.
[0059] In some preferred embodiments, the above step of "determining the target assessment object and the personalized assessment indicators of the target assessment object based on the personalized configuration instructions" specifically includes the following steps: determining the target assessment object according to the assessment object configuration information; determining the assessment item according to the assessment item configuration information; determining the assessment standard of the assessment item according to the assessment item assessment standard configuration information; determining the weight of the assessment item according to the assessment item weight configuration information; and determining the personalized assessment indicators of the target assessment object based on the assessment item, the assessment standard of the assessment item and the weight.
[0060] In practice, configuration information is parsed step by step: first, the target assessment object (e.g., customer service department) is identified, then assessment items (e.g., "ticket resolution rate") are extracted, and then assessment criteria (e.g., "first-time resolution rate ≥ 85%)" and weights (e.g., 30%) are set, ultimately synthesizing personalized assessment indicators. This decoupling and restructuring mechanism provides the system with high flexibility—the same assessment item, "customer satisfaction," can be set as a secondary indicator (with a 10% weight) for sales positions and a core indicator (with a 50% weight) for service positions. Assessment criteria can also be adjusted based on regional market characteristics. The introduction of weighting parameters further enables the precise penetration of corporate strategic guidance (e.g., focusing on growth indicators during startups) down to the job level, achieving vertical alignment between organizational goals and individual assessments.
[0061] In some preferred embodiments, after the above step of "determining the assessment item based on the assessment item configuration information", the method also includes: determining whether the assessment item is a historical assessment item; if the assessment item is a historical assessment item, obtaining historical assessment data of the assessment item; and determining the recommended assessment criteria for the assessment item based on the historical assessment data.
[0062] In practice, when identifying a historical assessment item (such as the "R&D project delay rate" used for three consecutive years), the system automatically retrieves historical data (e.g., the historical delay rate distribution is 15%-25%) and generates a recommended standard by analyzing the data patterns (e.g., setting the threshold to the average value, i.e., R&D project delay rate ≤ 20%). This mechanism transforms accumulated experience into a scientific basis for decision-making, avoiding the blindness of manually set standards (such as managers' subjective requirements for a delay rate ≤ 5% that are unrealistic) while also enabling dynamic optimization of standard thresholds through the continuous accumulation of historical data. For example, for a medical institution's "medical record filing on time" indicator, the standard can be gradually tightened based on actual quarterly completion data, forming a virtuous cycle of continuous improvement.
[0063] S2: Based on the personalized assessment indicators of the target assessment object, the assessment data of the target assessment object is collected.
[0064] In a specific implementation, a mapping relationship between personalized assessment indicators and assessment data is preset, and the assessment data is stored in a database after being generated. Based on the mapping relationship, the assessment data of the target assessment object for the personalized assessment indicator can be retrieved from the database.
[0065] For example, in some preferred embodiments, the above step of "collecting the assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object" specifically includes the following steps: determining the target data source corresponding to the assessment item; and obtaining the assessment data of the target assessment object for the assessment item from the target data source.
[0066] In practice, by specifying a target data source for each assessment item (e.g., "sales" is tied to the ERP order system, and "code defect rate" is connected to the GitLab repository), targeted capture of heterogeneous data is achieved. This mechanism is particularly suitable for scenarios such as finance and insurance that require the integration of multi-source data: for example, the "policy review time" for underwriting positions can be extracted from the business process system, while the "customer complaint rate" can be linked to the customer service platform. When assessment items are changed (such as the addition of "compliance risk detection rate"), only the data interface of the risk control system needs to be reconfigured, significantly reducing data integration costs while ensuring data timeliness and authenticity.
[0067] S3, judging whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object.
[0068] In specific implementation, it is determined whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object. When the system determines that the assessment data meets the personalized indicators, it triggers a pass conclusion, otherwise it is marked as failed. This targeted assessment mechanism ensures that the assessment conclusion is strongly correlated with the actual value contribution of the employee, significantly improving the accuracy of talent assessment and the effectiveness of management decisions.
[0069] For example, in some preferred embodiments, the above step of "determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object" specifically includes the following steps: determining the score value of the assessment item based on the assessment data of the assessment item and the assessment standard of the assessment item; determining the total assessment score of the target assessment object based on the score values and weights of all the assessment items of the target assessment object; determining whether the total assessment score is greater than a preset score threshold; if the total assessment score is greater than the preset score threshold, determining that the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object; if the total assessment score is not greater than the preset score threshold, determining that the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object.
[0070] In specific implementation, assessment data is first converted into a score based on the assessment criteria (e.g., "customer satisfaction 92%" → 92 points), eliminating dimensional differences in the indicators. A weighted aggregation (e.g., sales score × 0.4 + satisfaction score × 0.3) is then used to generate a total score, objectively reflecting the contribution of each indicator. Finally, the score is compared against pre-set thresholds to determine compliance. This model effectively balances the conflicting objectives of complex positions: a product manager's "market share" (weighted 40%) and "R&D cost control" (weighted 30%) can be weighted to calculate comprehensive performance, avoiding the strategic deviations that can occur in traditional assessments due to isolated indicator evaluation. The threshold mechanism provides a clear baseline for compliance, freeing assessment conclusions from subjective judgment.
[0071] In some preferred embodiments, the assessment item includes multiple sub-assessment items, and the above step of "determining the score value of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item" specifically includes the following steps: determining the score values of the multiple sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item; determining the score value of the assessment item based on the score values of the multiple sub-assessment items of the assessment item.
[0072] In specific implementation, for hierarchical assessment items (such as "project management" with three sub-assessments: progress, quality, and cost), the sub-assessment items are first scored independently (such as 80 for progress, 70 for quality, and 90 for cost), and then aggregated into a total project score (such as taking an average of 80 points, or a weighted summation method). This hierarchical assessment mechanism prevents macro indicators from masking detailed issues (such as a high total score for "service quality" but a low score for the "complaint response time" sub-item), and accurately identifies improvement directions through differences in sub-assessment item scores (for example, the R&D director can specifically optimize the low score of the "code reuse rate" sub-item). In medical scenarios, the "surgical quality" indicator can be broken down into sub-items such as "complication rate" and "postoperative recovery speed", which can not only output a comprehensive score but also guide the improvement of clinical capabilities.
[0073] S4: If the assessment data of the target assessment object meets the personalized assessment index of the target assessment object, it is determined that the target assessment object has passed the assessment.
[0074] In a specific implementation, if the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object, it is determined that the target assessment object has passed the assessment.
[0075] S5: If the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object, it is determined that the target assessment object has failed the assessment.
[0076] In a specific implementation, if the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object, it is determined that the target assessment object has failed the assessment.
[0077] An embodiment of the present invention proposes a method for enterprise KPI assessment based on personalized configuration, comprising: obtaining personalized configuration instructions, determining a target assessment object and personalized assessment indicators of the target assessment object based on the personalized configuration instructions; collecting assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object; judging whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object; if the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object, judging that the target assessment object has passed the assessment; if the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, judging that the target assessment object has failed the assessment. The present invention realizes the paradigm shift of enterprise KPI assessment from rigid templates to dynamic customization by constructing a closed-loop process of "instruction acquisition-indicator generation-data collection-standard judgment". Its core effect is to completely deconstruct the homogeneity constraints of the traditional assessment system: based on the personalized configuration instructions obtained in real time, the system can dynamically generate exclusive indicator systems for assessment objects with different functional attributes. For example, customer conversion rate metrics for sales positions and innovation output metrics for R&D positions can be configured in parallel, allowing subsequent data collection to precisely focus on data sources related to core responsibilities, while compliance assessments can be targeted and verified based on pre-set, personalized thresholds. This full-chain adaptation mechanism fundamentally eliminates the problem of mixed assessment standards across departments.
[0078] This approach is particularly effective for complex organizational structures in industries like finance, insurance, and healthcare, addressing the fundamental flaw of fixed templates, where performance indicators are often disconnected from actual job responsibilities. For example, an insurance company can simultaneously configure risk model accuracy metrics for actuarial positions and service efficiency metrics for claims processing positions. Both data sources (actuarial systems / customer service platforms) and achievement thresholds (99% / 24 hours) can be independently configured. This fine-grained customization makes the performance evaluation system a flexible framework that supports the company's strategic goals, rather than a rigid constraint that constrains management effectiveness.
[0079] The present invention proposes an enterprise KPI assessment method based on personalized configuration. For fields such as finance, insurance, and healthcare, this method can dynamically generate position-specific assessment indicators based on personalized configuration, resolve the issue of cross-departmental assessment standard confusion, and achieve accurate performance evaluation. For example:
[0080] 1. Differentiated assessments of credit departments and risk control departments in the banking industry
[0081] Configure exclusive indicators for credit managers:
[0082] Loan issuance volume (weight 40%) + customer conversion rate (weight 30%) + proportion of high-quality customers (weight 30%).
[0083] Data source: credit business system + CRM system.
[0084] Configure exclusive indicators for risk control specialists:
[0085] Non-performing loan ratio (threshold ≤5%, weight 50%) + risk model warning accuracy (weight 30%) + compliance review pass rate (weight 20%).
[0086] Data source: risk control monitoring platform + audit database.
[0087] 2. Collaborative assessment of actuarial and claims management positions in insurance companies
[0088] Actuary Indicators:
[0089] Premium forecast deviation rate (threshold ±3%, weight 40%) + product profit margin (weight 30%) + risk model iteration cycle (weight 30%).
[0090] Data source: actuarial analysis system + financial database.
[0091] Claims Adjuster Metrics:
[0092] Claim settlement time (threshold ≤ 24 hours, weight 50%) + customer satisfaction (weight 30%) + fraud case identification rate (weight 20%).
[0093] 3. Accurate assessment of hospital clinicians and medical management positions
[0094] Clinician indicators:
[0095] Postoperative infection rate (threshold ≤1.5%, weight 40%) + case completeness rate (weight 30%) + scientific research paper output (weight 30%).
[0096] Data source: electronic medical record system + scientific research management platform.
[0097] Medical management post indicators:
[0098] Bed turnover rate (weight 40%) + average waiting time (threshold ≤ 30 minutes, weight 30%) + consumables cost control rate (weight 30%).
[0099] Data source: HIS system + material management database.
[0100] 4. Assessment of the separation of functions between investment research and trading positions in securities institutions
[0101] Investment research indicators:
[0102] Research report adoption rate (threshold ≥80%, weight 50%) + industry forecast accuracy (weight 30%) + institutional client coverage (weight 20%).
[0103] Data source: investment research management system + customer database.
[0104] Trading post indicators:
[0105] Instruction execution delay rate (threshold ≤ 50ms, weight 40%) + transaction error rate (weight 40%) + compliance operation rate (weight 20%).
[0106] Data source: transaction terminal log + risk control and audit system.
[0107] See also Figure 2 , Figure 2 is a schematic block diagram of an enterprise KPI assessment device 20 based on personalized configuration provided by an embodiment of the present invention. Corresponding to the above enterprise KPI assessment method based on personalized configuration, the present invention further provides an enterprise KPI assessment device 20 based on personalized configuration. The enterprise KPI assessment device 20 based on personalized configuration includes a unit for executing the above enterprise KPI assessment method based on personalized configuration. The enterprise KPI assessment device 20 based on personalized configuration can be configured in a terminal such as a desktop computer, tablet computer, laptop computer, etc. Specifically, the enterprise KPI assessment device 20 based on personalized configuration includes:
[0108] A determination unit 21 is configured to obtain a personalized configuration instruction and determine a target assessment object and personalized assessment indicators for the target assessment object based on the personalized configuration instruction;
[0109] A collection unit 22 is configured to collect assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object;
[0110] The first judging unit 23 is configured to judge whether the assessment data of the target assessment object meets the personalized assessment index of the target assessment object;
[0111] A first determination unit 24 is configured to determine that the target assessment subject has passed the assessment if the assessment data of the target assessment subject meets the personalized assessment index of the target assessment subject;
[0112] The second determination unit 25 is configured to determine that the target assessment object has failed the assessment if the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
[0113] In some preferred embodiments, obtaining the personalized configuration instruction includes:
[0114] Display a configuration window, which includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column;
[0115] The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instruction.
[0116] In some preferred embodiments, determining the target assessment object and the personalized assessment indicator of the target assessment object based on the personalized configuration instruction includes:
[0117] Determining the target assessment object according to the assessment object configuration information;
[0118] Determining assessment items according to the assessment item configuration information;
[0119] Determining the assessment criteria for the assessment items according to the assessment criteria configuration information for the assessment items;
[0120] Determining the weight of the assessment item according to the assessment item weight configuration information;
[0121] The personalized assessment indicators of the target assessment object are determined based on the assessment items, the assessment standards of the assessment items, and the weights.
[0122] In some preferred embodiments, the enterprise KPI assessment device 20 based on personalized configuration further includes:
[0123] A second judging unit, configured to judge whether the assessment item is a historical assessment item;
[0124] an acquiring unit, configured to acquire historical assessment data of the assessment item if the assessment item is a historical assessment item;
[0125] A recommendation unit is used to determine a recommended assessment standard for the assessment item based on the historical assessment data.
[0126] In some preferred embodiments, collecting the assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object includes:
[0127] Determine the target data source corresponding to the assessment item;
[0128] Acquire the assessment data of the target assessment object for the assessment item from the target data source.
[0129] In some preferred embodiments, determining whether the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject includes:
[0130] Determine the score of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item;
[0131] Determine the total score of the target assessment subject based on the score values and weights of all the assessment items of the target assessment subject;
[0132] Determine whether the total score of the assessment is greater than a preset score threshold;
[0133] If the total assessment score is greater than a preset score threshold, it is determined that the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject;
[0134] If the total assessment score is not greater than the preset score threshold, it is determined that the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
[0135] In some preferred embodiments, the assessment item includes multiple sub-assessment items, and determining the score value of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item includes:
[0136] Determining score values for the plurality of sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item;
[0137] The scoring value of the assessment item is determined according to the scoring values of the multiple sub-assessment items of the assessment item.
[0138] It should be noted that technical personnel in the relevant field can clearly understand that the specific implementation process of the above-mentioned enterprise KPI assessment device 20 based on personalized configuration and each unit can refer to the corresponding description in the aforementioned method embodiment. For the convenience and brevity of description, it will not be repeated here.
[0139] The above-mentioned enterprise KPI assessment device 20 based on personalized configuration can be implemented in the form of a computer program. The computer program can be used in Figure 3 Runs on the computer equipment shown.
[0140] See also Figure 3 , Figure 3This is a schematic block diagram of a computer device provided in an embodiment of the present application. The computer device 500 can be a terminal or a server. The terminal can be a smart phone, tablet computer, laptop computer, desktop computer, personal digital assistant, wearable device, or other electronic device with communication capabilities. The server can be a standalone server or a server cluster consisting of multiple servers.
[0141] The computer device 500 includes a processor 502 , a memory, and a network interface 505 connected via a system bus 501 , wherein the memory may include a non-volatile storage medium 503 and an internal memory 504 .
[0142] The non-volatile storage medium 503 can store an operating system 5031 and a computer program 5032. When the computer program 5032 is executed, the processor 502 can execute an enterprise KPI assessment method based on personalized configuration.
[0143] The processor 502 is used to provide computing and control capabilities to support the operation of the entire computer device 500.
[0144] The internal memory 504 provides an environment for the operation of the computer program 5032 in the non-volatile storage medium 503. When the computer program 5032 is executed by the processor 502, the processor 502 can execute an enterprise KPI assessment method based on personalized configuration.
[0145] The network interface 505 is used to communicate with other devices over the network. Those skilled in the art will appreciate that the above structure is merely a block diagram of a portion of the structure related to the present invention and does not limit the computer device 500 to which the present invention is applied. A specific computer device 500 may include more or fewer components than those shown in the figure, or combine certain components, or have a different component arrangement.
[0146] The processor 502 is configured to execute a computer program 5032 stored in the memory to implement the following steps:
[0147] Obtaining personalized configuration instructions, and determining a target assessment object and personalized assessment indicators for the target assessment object based on the personalized configuration instructions;
[0148] Based on the personalized assessment indicators of the target assessment object, collecting assessment data of the target assessment object;
[0149] Determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object;
[0150] If the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject, it is determined that the target assessment subject has passed the assessment;
[0151] If the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, it is determined that the target assessment object has failed the assessment.
[0152] In some preferred embodiments, obtaining the personalized configuration instruction includes:
[0153] Displaying a configuration window, the configuration window includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column;
[0154] The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instruction.
[0155] In some preferred embodiments, determining the target assessment object and the personalized assessment indicator of the target assessment object based on the personalized configuration instruction includes:
[0156] Determining the target assessment object according to the assessment object configuration information;
[0157] Determining assessment items according to the assessment item configuration information;
[0158] Determining the assessment criteria for the assessment items according to the assessment criteria configuration information for the assessment items;
[0159] Determining the weight of the assessment item according to the assessment item weight configuration information;
[0160] The personalized assessment indicators of the target assessment object are determined based on the assessment items, the assessment standards of the assessment items, and the weights.
[0161] In some preferred embodiments, after determining the assessment items according to the assessment item configuration information, the method further includes:
[0162] Determining whether the assessment item is a historical assessment item;
[0163] If the assessment item is a historical assessment item, obtaining historical assessment data of the assessment item;
[0164] Determine recommended assessment criteria for the assessment items based on the historical assessment data.
[0165] In some preferred embodiments, collecting the assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object includes:
[0166] Determine the target data source corresponding to the assessment item;
[0167] Acquire the assessment data of the target assessment object for the assessment item from the target data source.
[0168] In some preferred embodiments, determining whether the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject includes:
[0169] Determine the score of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item;
[0170] Determine the total score of the target assessment subject based on the score values and weights of all the assessment items of the target assessment subject;
[0171] Determine whether the total score of the assessment is greater than a preset score threshold;
[0172] If the total assessment score is greater than a preset score threshold, it is determined that the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject;
[0173] If the total assessment score is not greater than the preset score threshold, it is determined that the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
[0174] In some preferred embodiments, the assessment item includes multiple sub-assessment items, and determining the score value of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item includes:
[0175] Determining score values for the plurality of sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item;
[0176] The scoring value of the assessment item is determined according to the scoring values of the multiple sub-assessment items of the assessment item.
[0177] It should be understood that in the embodiment of the present application, the processor 502 may be a central processing unit (CPU), and the processor 502 may also be other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field-programmable gate arrays (FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. Among them, the general-purpose processor may be a microprocessor or the processor may also be any conventional processor, etc.
[0178] Those skilled in the art will appreciate that all or part of the steps in the method of the above-described embodiment can be implemented by instructing the relevant hardware through a computer program. The computer program can be stored in a computer-readable storage medium. The computer program is executed by at least one processor in the computer system to implement the steps in the method of the above-described embodiment.
[0179] Therefore, the present invention also provides a storage medium. The storage medium may be a computer-readable storage medium. The storage medium stores a computer program. When the computer program is executed by a processor, the processor performs the following steps:
[0180] Obtaining personalized configuration instructions, and determining a target assessment object and personalized assessment indicators for the target assessment object based on the personalized configuration instructions;
[0181] Based on the personalized assessment indicators of the target assessment object, collecting assessment data of the target assessment object;
[0182] Determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object;
[0183] If the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject, it is determined that the target assessment subject has passed the assessment;
[0184] If the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, it is determined that the target assessment object has failed the assessment.
[0185] In some preferred embodiments, obtaining the personalized configuration instruction includes:
[0186] Display a configuration window, which includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column;
[0187] The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instruction.
[0188] In some preferred embodiments, determining the target assessment object and the personalized assessment indicator of the target assessment object based on the personalized configuration instruction includes:
[0189] Determining the target assessment object according to the assessment object configuration information;
[0190] Determining assessment items according to the assessment item configuration information;
[0191] Determining the assessment criteria for the assessment items according to the assessment criteria configuration information for the assessment items;
[0192] Determining the weight of the assessment item according to the assessment item weight configuration information;
[0193] The personalized assessment indicators of the target assessment object are determined based on the assessment items, the assessment standards of the assessment items, and the weights.
[0194] In some preferred embodiments, after determining the assessment items according to the assessment item configuration information, the method further includes:
[0195] Determining whether the assessment item is a historical assessment item;
[0196] If the assessment item is a historical assessment item, obtaining historical assessment data of the assessment item;
[0197] Determine recommended assessment criteria for the assessment items based on the historical assessment data.
[0198] In some preferred embodiments, collecting the assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object includes:
[0199] Determine the target data source corresponding to the assessment item;
[0200] Acquire the assessment data of the target assessment object for the assessment item from the target data source.
[0201] In some preferred embodiments, determining whether the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject includes:
[0202] Determine the score of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item;
[0203] Determine the total score of the target assessment subject based on the score values and weights of all the assessment items of the target assessment subject;
[0204] Determine whether the total score of the assessment is greater than a preset score threshold;
[0205] If the total assessment score is greater than a preset score threshold, it is determined that the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject;
[0206] If the total assessment score is not greater than the preset score threshold, it is determined that the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
[0207] In some preferred embodiments, the assessment item includes multiple sub-assessment items, and determining the score value of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item includes:
[0208] Determining score values for the plurality of sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item;
[0209] The scoring value of the assessment item is determined according to the scoring values of the multiple sub-assessment items of the assessment item.
[0210] The storage medium is a physical, non-transient storage medium, such as a USB flash drive, a mobile hard drive, a read-only memory (ROM), a magnetic disk, or an optical disk, etc. Any physical storage medium capable of storing program code can be non-volatile or volatile.
[0211] Those skilled in the art will appreciate that the units and algorithm steps of each example described in conjunction with the embodiments disclosed herein can be implemented in electronic hardware, computer software, or a combination of the two. In order to clearly illustrate the interchangeability of hardware and software, the above description has generally described the composition and steps of each example according to function. Whether these functions are performed in hardware or software depends on the specific application and design constraints of the technical solution. Professional and technical personnel can use different methods to implement the described functions for each specific application, but such implementation should not be considered to be beyond the scope of the present invention.
[0212] In the several embodiments provided herein, it should be understood that the disclosed devices and methods can be implemented in other ways. For example, the device embodiments described above are merely illustrative. For example, the division of the various units is merely a logical functional division, and actual implementation may employ other division methods. For example, multiple units or components may be combined or integrated into another system, or some features may be omitted or not implemented.
[0213] The steps in the methods of the embodiments of the present invention may be adjusted in order, combined, or deleted as needed. The units in the devices of the embodiments of the present invention may be combined, divided, or deleted as needed. Furthermore, the functional units in the various embodiments of the present invention may be integrated into a single processing unit, each unit may exist physically separately, or two or more units may be integrated into a single unit.
[0214] If this integrated unit is implemented as a software functional unit and sold or used as an independent product, it can be stored in a storage medium. Based on this understanding, the technical solution of the present invention, or the part that contributes to the existing technology, or all or part 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 a number of instructions for causing a computer device (which can be a personal computer, terminal, or network device, etc.) to execute all or part of the steps of the method described in various embodiments of the present invention.
[0215] In the above embodiments, the description of each embodiment has its own focus. For parts that are not described in detail in a certain embodiment, reference can be made to the relevant descriptions of other embodiments.
[0216] Obviously, those skilled in the art may make various changes and modifications to the present invention without departing from the spirit and scope of the present invention. Thus, to the extent such changes and modifications fall within the scope of the claims and their equivalents, the present invention is intended to encompass such changes and modifications.
[0217] The above description is merely a specific embodiment of the present invention, but the scope of protection of the present invention is not limited thereto. Any person skilled in the art can easily conceive of various equivalent modifications or substitutions within the technical scope disclosed in the present invention, and such modifications or substitutions are intended to be within the scope of protection of the present invention. Therefore, the scope of protection of the present invention shall be subject to the scope of protection of the claims.
Claims
1. A KPI assessment method for an enterprise based on personalized configuration, characterized in that: include: Obtaining personalized configuration instructions, and determining a target assessment object and personalized assessment indicators for the target assessment object based on the personalized configuration instructions; Based on the personalized assessment indicators of the target assessment object, collecting assessment data of the target assessment object; Determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object; If the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject, it is determined that the target assessment subject has passed the assessment; If the assessment data of the target assessment object does not meet the personalized assessment indicators of the target assessment object, it is determined that the target assessment object has failed the assessment.
2. The enterprise KPI assessment method based on personalized configuration according to claim 1 is characterized in that: The obtaining of the personalized configuration instruction includes: Displaying a configuration window, the configuration window includes an assessment object configuration column, an assessment item configuration column, an assessment item assessment standard configuration column, and an assessment item weight configuration column; The assessment object configuration information entered in the assessment object configuration column, the assessment item configuration information entered in the assessment item configuration column, the assessment item assessment standard configuration information entered in the assessment item assessment standard configuration column, and the assessment item weight configuration information entered in the assessment item weight configuration column are obtained to obtain the personalized configuration instruction.
3. The enterprise KPI assessment method based on personalized configuration according to claim 2 is characterized in that: The determining of the target assessment object and the personalized assessment indicator of the target assessment object based on the personalized configuration instruction includes: Determining the target assessment object according to the assessment object configuration information; Determining assessment items according to the assessment item configuration information; Determining the assessment criteria for the assessment items according to the assessment criteria configuration information for the assessment items; Determining the weight of the assessment item according to the assessment item weight configuration information; The personalized assessment indicators of the target assessment object are determined based on the assessment items, the assessment standards of the assessment items, and the weights.
4. The enterprise KPI assessment method based on personalized configuration according to claim 2 is characterized in that: After determining the assessment items according to the assessment item configuration information, the method further includes: Determining whether the assessment item is a historical assessment item; If the assessment item is a historical assessment item, obtaining historical assessment data of the assessment item; Determine recommended assessment criteria for the assessment items based on the historical assessment data.
5. The enterprise KPI assessment method based on personalized configuration according to claim 3 is characterized in that: The collecting of assessment data of the target assessment object based on the personalized assessment indicators of the target assessment object includes: Determine the target data source corresponding to the assessment item; Acquire the assessment data of the target assessment object for the assessment item from the target data source.
6. The enterprise KPI assessment method based on personalized configuration according to claim 4 is characterized in that: The determining whether the assessment data of the target assessment object meets the personalized assessment indicators of the target assessment object includes: Determine the score of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item; Determine the total score of the target assessment subject based on the score values and weights of all the assessment items of the target assessment subject; Determine whether the total score of the assessment is greater than a preset score threshold; If the total assessment score is greater than a preset score threshold, it is determined that the assessment data of the target assessment subject meets the personalized assessment indicators of the target assessment subject; If the total assessment score is not greater than the preset score threshold, it is determined that the assessment data of the target assessment object does not meet the personalized assessment index of the target assessment object.
7. The enterprise KPI assessment method based on personalized configuration according to claim 6 is characterized in that: The assessment item includes multiple sub-assessment items, and determining the score value of the assessment item according to the assessment data of the assessment item and the assessment standard of the assessment item includes: Determining score values for the plurality of sub-assessment items of the assessment item based on the assessment data of the assessment item and the assessment criteria of the assessment item; The scoring value of the assessment item is determined according to the scoring values of the multiple sub-assessment items of the assessment item.
8. An enterprise KPI assessment device based on personalized configuration, characterized in that: The method comprises means for performing the method according to any one of claims 1 to 7.
9. A computer device, characterized in that: The computer device includes a memory and a processor, the memory stores a computer program, and the processor implements the method according to any one of claims 1 to 7 when executing the computer program.
10. A computer-readable storage medium, characterized in that The storage medium stores a computer program, and when the computer program is executed by a processor, the computer program can implement the method according to any one of claims 1 to 7.