Information management method and device, equipment and medium

Abstract

The embodiment of the invention discloses an information management method and device, equipment and a medium, and the method comprises the steps: obtaining the object information of a business object having an incidence relation with any preset task execution object, and obtaining the business interaction information between the business object and the corresponding preset task execution object; according to the object information and the business interaction information, determining candidate business objects meeting a preset association relationship removing condition in the business objects; based on a preset association relationship releasing sample, determining an association relationship releasing time condition of the candidate business object, and determining the candidate business object meeting the association relationship releasing time condition as a target business object; and releasing the association relationship between the target business object and the corresponding preset task execution object, and adding the object information of the target business object to the public business object information set. According to the technical scheme of the embodiment of the invention, the accuracy and efficiency of business object information management can be improved, and the improvement of the business achievement rate is facilitated.

Description

Technical Field

[0001] The present invention relates to the field of computer technology, and in particular to an information management method, apparatus, device and medium. Background Technology

[0002] Currently, in Customer Relationship Management (CRM) systems, the customer pool is a fundamental function for customer retention management. Customer information that has not been developed and followed up in a timely manner is placed in the customer pool to share customer resources with different sales personnel, thereby improving business completion efficiency and avoiding resource waste.

[0003] However, in the process of realizing this invention, it was found that at least the following technical problems exist in the prior art:

[0004] In CRM systems, the customer information retrieval mechanism in the customer pool relies on manually specified conditions and rules for logical judgment to manage customer retrieval. This can lead to errors or delays in customer information retrieval, thus failing to improve the work efficiency of business personnel and fully utilize customer resources. Summary of the Invention

[0005] This invention provides an information management method, apparatus, device, and medium that can improve the efficiency of managing business object information and optimize the management effect of business object information, thereby helping to improve business achievement rate.

[0006] In a first aspect, embodiments of the present invention provide an information management method, the method comprising:

[0007] Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object;

[0008] Based on the object information and the business interaction information, candidate business objects that meet the preset association termination conditions are determined among the business objects;

[0009] Based on the preset association removal sample, the association removal time condition of the candidate business object is determined, and the candidate business object that meets the association removal time condition is determined as the target business object;

[0010] Remove the association between the target business object and the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0011] In a second aspect, embodiments of the present invention provide an information management device, the device comprising:

[0012] The pending information acquisition module is used to acquire object information of a business object that is associated with any preset task execution object, and to acquire business interaction information between the business object and the corresponding preset task execution object;

[0013] The first information filtering module is used to determine, based on the object information and the business interaction information, candidate business objects that meet the preset association removal conditions among the business objects;

[0014] The second information filtering module is used to determine the time conditions for the removal of association relationships of the candidate business objects based on preset association removal samples, and to determine the candidate business objects that meet the time conditions for the removal of association relationships as target business objects.

[0015] The information processing module is used to remove the association between the target business object and the corresponding preset task execution object, and to add the object information of the target business object to the public business object information set.

[0016] Thirdly, embodiments of the present invention also provide a computer device, the computer device comprising:

[0017] One or more processors;

[0018] Memory, used to store one or more programs;

[0019] When the one or more programs are executed by the one or more processors, the one or more processors implement the information management method provided in any embodiment of the present invention.

[0020] Fourthly, embodiments of the present invention also provide a computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements the information management method as provided in any embodiment of the present invention.

[0021] The embodiments of the above invention have the following advantages or beneficial effects:

[0022] This invention, in its embodiments, acquires object information of business objects associated with any preset task execution object, and acquires business interaction information between the business objects and the corresponding preset task execution objects. Based on the object information and the business interaction information, candidate business objects among the business objects that meet preset association removal conditions are determined. Based on preset association removal samples, association removal time conditions for the candidate business objects are determined, and candidate business objects that meet the association removal time conditions are identified as target business objects. The association between the target business object and the corresponding preset task execution object is removed, and the object information of the target business object is added to a public business object information set. This invention solves the problems of low efficiency and poor management effect in current business object information management, improving the efficiency of business object information management and optimizing its effectiveness, thus helping to improve business achievement rate and task processing efficiency of task execution objects. Attached Figure Description

[0023] Figure 1 This is a flowchart of an information management method provided in an embodiment of the present invention;

[0024] Figure 2 This is a flowchart of an information management method provided in an embodiment of the present invention;

[0025] Figure 3 This is a flowchart of an information management method provided in an embodiment of the present invention;

[0026] Figure 4 This is a schematic diagram of the structure of an information management device provided in an embodiment of the present invention;

[0027] Figure 5 This is a flowchart illustrating an application example of an information management system method provided in an embodiment of the present invention;

[0028] Figure 6 This is a schematic diagram of the structure of a computer device provided in an embodiment of the present invention. Detailed Implementation

[0029] The present invention will now be described in further detail with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and not intended to limit it. Furthermore, it should be noted that, for ease of description, the accompanying drawings show only the parts relevant to the present invention, and not all of the structures.

[0030] Figure 1This is a flowchart illustrating an information management method provided in an embodiment of the present invention. This embodiment is applicable to business information management scenarios, particularly for managing business information that requires follow-up by business personnel. The method can be executed by an information management device, which can be implemented in software and / or hardware and integrated into a computer device with application development capabilities.

[0031] like Figure 1 As shown, the information management method in this embodiment includes the following steps:

[0032] S110. Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object.

[0033] A preset task execution object can be any object that executes a corresponding scenario task in any business scenario, i.e., the task executor. Any preset task execution object can be any preset task execution object within the information management scope defined by the information management system, whose task progress needs to be tracked and managed.

[0034] A business object can be an object directly associated with the scenario task to be executed by a preset task execution object. It is an object that interacts with the task executor during the task's execution. A business object can take the form of an individual or unit with business relationships. A business object associated with any preset task execution object can be understood as one or more business objects directly associated with one or more tasks of that preset task execution object. It should be noted that task objects associated with different preset task execution objects do not overlap; that is, a task object is associated with only one preset task execution object, while a preset task execution object can establish associations with multiple task objects.

[0035] The predefined relationship between the task execution object and the business object can be a business-related binding relationship. For example, the predefined task execution object is salesperson A, the business object is company A, and salesperson A's task is to reach a business cooperation agreement with company A or complete the tasks entrusted by company A.

[0036] Object information can include the object's identity information, information related to the business scenario, and information that affects the completion of the corresponding task by the pre-defined task execution object. For example, information such as the business scope of the business object and its historical business cooperation status.

[0037] The business interaction information between a business object and its corresponding preset task execution object can correspond to the task execution progress information of the preset task execution object. For example, it could include whether the preset task execution object and the business object have established a connection, the timing of that connection, and the progress of the business process. This business interaction information can be registered and recorded by the preset task execution object in the information management system during task execution. The interaction information between the preset task execution object and the business object can be retrieved by querying the database of the information management system.

[0038] Retrieving object information of business objects associated with any preset task execution object, and retrieving business interaction information between business objects and their corresponding preset task execution objects, can both be achieved through the scheduled data query task method of the information management system. For example, according to a set time period, the corresponding information is retrieved through a pre-defined data link and used as the managed information content object.

[0039] S120. Based on the object information and the business interaction information, determine the candidate business objects among the business objects that meet the preset association termination conditions.

[0040] The pre-configured conditions for terminating the association can be information pre-configured by relevant business management personnel to determine whether the association between a pre-defined task execution object and a business object can be terminated. In essence, when the association between a pre-defined task execution object and a business object is terminated, the task associated with that pre-defined task execution object and the corresponding business object is terminated.

[0041] The conditions for terminating a pre-defined association relationship may include: determining whether a business object can continue to be an associated business object of a pre-defined task execution object, and determining whether the task progress between the pre-defined task execution object and the associated business object has met the standards.

[0042] Specifically, the system can determine whether a business object can continue to be a related business object for a pre-defined task execution object based on relevant information in the object information. For example, the operating status and credit rating of Company A. The system can also determine the task progress between the pre-defined task execution object and the related business object based on business interaction information. For example, the pre-defined task execution object and the related business object only interacted once ten days ago and have not yet reached a cooperation agreement; or the pre-defined task execution object and the related business object have already entered the business contract signing stage.

[0043] When it is determined, based on one or more pieces of information from object information and business interaction information, that there is a business object among the obtained business objects that meets the preset conditions for removing the association relationship, the corresponding business object is taken as a candidate business object.

[0044] Normally, information management systems directly sever the association between business objects that meet the preset association severance conditions and their corresponding preset task execution objects. However, in this embodiment, to reduce the impact on task progress and minimize erroneous association severance operations, business objects that meet the preset association severance conditions are considered as candidate business objects for further analysis to determine management measures for their relevant information. For example, for a business object that meets the preset association severance conditions, it is determined whether to sever the association between that business object and its corresponding preset task execution object.

[0045] S130. Based on the preset association removal sample, determine the association removal time condition of the candidate business object, and determine the candidate business object that meets the association removal time condition as the target business object.

[0046] The pre-defined association termination sample is a sample of information about the process of establishing and ultimately terminating the association between a pre-defined task execution object and a business object within a certain historical period and in any business scenario. This includes information related to the pre-defined task execution object (such as business capabilities, corresponding business domain, task completion rate, etc.), the business object's object information, the progress of business interactions between the pre-defined task execution object and the business object, and the reasons and timing of the association termination—all feature information that affects the association between the pre-defined task execution object and the business object.

[0047] The preset association removal samples can be selected from those whose association removal time conditions have a positive impact on the overall task completion efficiency in the business scenario. In the preset association removal samples, the time period from the establishment to the removal of the association between the preset task execution object and the business object is the corresponding association removal time condition in the preset association removal samples, which can be used as a reference for the association removal time conditions of candidate business objects.

[0048] In the process of determining the time conditions for removing associations of candidate business objects based on preset association removal samples, a closest preset association removal sample can be matched for each candidate business object. The time conditions for removing associations of candidate business objects in the closest preset association removal sample are then used to determine the time conditions for removing associations of candidate business objects. This avoids incorrectly removing associations between task objects and preset task execution objects, which could affect the progress of the preset task execution objects.

[0049] Then, the duration of the association between each candidate business object and its corresponding preset task execution object can be compared with the corresponding time condition for terminating the association. Based on the comparison results, the candidate business objects that meet the corresponding time condition for terminating the association are identified as target business objects. The target business object is the one that, after further analysis, is determined to be among the candidate business objects that needs to have its association with its corresponding preset task execution object terminated.

[0050] For candidate business objects that do not meet the time condition for terminating the association relationship, their association with the corresponding preset task execution object is maintained, allowing the relevant preset task execution object to continue advancing the task retention time with the corresponding candidate business object. In an optional implementation, task progress reminder information can also be sent to the associated preset task execution object of the candidate business object that does not meet the time condition for terminating the association relationship, to remind the corresponding preset task execution object to actively advance the task.

[0051] S140. Disconnect the target business object from the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0052] The association between the target business object and its corresponding preset task execution object is severed. This means the task between the target business object and its corresponding preset task execution object is terminated, and the one-to-one correspondence between them no longer exists. Task termination can occur if the task is not completed, ending the task relationship; or it can occur if the task is already completed, ending the task relationship.

[0053] The public business object information set contains object information of business objects that are not associated with any preset task execution objects, but can be linked by users using preset task execution objects. A business object's object information can also be linked to different preset task execution objects sequentially. In this way, promptly severing the association between a target business object and its corresponding preset task execution object can also promote task development between the target business object and other preset task execution objects in similar or different business scenarios.

[0054] After the object information of the target business object is added to the public business object information set, the information in the public business object information set is updated, and the updated public business object information set can be displayed on the corresponding information display page for selection.

[0055] The technical solution of this embodiment obtains object information of business objects that are associated with any preset task execution object, and obtains business interaction information between the business objects and the corresponding preset task execution objects; based on the object information and the business interaction information, it determines candidate business objects among the business objects that meet the preset association removal conditions; based on the preset association removal samples, it determines the association removal time conditions of the candidate business objects, and determines the candidate business objects that meet the association removal time conditions as target business objects; it removes the association between the target business object and the corresponding preset task execution object, and adds the object information of the target business object to a public business object information set. The technical solution of this embodiment solves the problems of low efficiency and poor management effect of business object information, improves the efficiency of business object information management, optimizes the management effect of business object information, and helps to improve the business achievement rate and task processing efficiency of task execution objects.

[0056] Figure 2 This is a flowchart illustrating an information management method provided in an embodiment of the present invention. This embodiment belongs to the same inventive concept as the information management methods described in the previous embodiments, and further describes the process of determining the time conditions for resolving the association relationships of candidate business objects based on preset association relationship resolution samples. This method can be executed by an information management device, which can be implemented in software and / or hardware and integrated into a computer device with application development capabilities.

[0057] like Figure 2 As shown, the information management method in this embodiment includes the following steps:

[0058] S210. Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object.

[0059] S220. Based on the object information and the business interaction information, determine the candidate business objects among the business objects that meet the preset association termination conditions.

[0060] S230. Match the closest preset association removal sample to the candidate business object; and determine the association removal time condition of the candidate business object according to the association removal time condition in the closest preset association removal sample.

[0061] Specifically, to match the closest preset relationship removal sample for candidate business objects, we can start with multi-dimensional feature information. We can compare and analyze the relationship between the candidate business object and the corresponding preset task execution object, as well as the task progress, with the corresponding feature dimensions of each preset relationship removal sample to determine the closest preset relationship removal sample.

[0062] In one implementation, feature values ​​of preset dimension features can be determined based on the object information of candidate business objects and their corresponding business interaction information, and a first object feature vector of the candidate business objects can be constructed based on the feature values. The cosine similarity between the first object feature vector and each second object feature vector is calculated; wherein the second object feature vector can be the object feature vector of the business object in each preset association removal sample, and contains the same dimension features as the first object feature vector; the preset association removal sample corresponding to the maximum similarity value in the cosine similarity is determined as the closest preset association removal sample. Furthermore, other similarity algorithms, clustering calculation methods, or neural network models can also be used to determine the closest preset association removal sample.

[0063] When determining the time conditions for resolving association relationships of candidate business objects based on the time conditions for resolving association relationships in the closest preset association relationship resolution sample, the time conditions for resolving association relationships in the closest preset association relationship resolution sample can be directly used as the time conditions for resolving association relationships of the corresponding candidate business objects. Alternatively, a time adjustment factor can be determined based on the business attribute information and / or the business interaction status corresponding to the preset task execution object corresponding to the candidate business object; and based on the time adjustment factor, the time conditions for resolving association relationships in the closest preset association relationship resolution sample can be adjusted to determine the time conditions for resolving association relationships of the candidate business objects.

[0064] Furthermore, based on the time adjustment factor, time adjustment is performed on the basis of the time condition for the closest preset association removal sample. This can be calculated based on the numerical operation relationship between the time adjustment factor and the target association removal period, shortening or lengthening the association removal period. The target association removal period is the information corresponding to the time condition for the closest preset association removal sample. The time adjustment factor can be a single factor value determined based on the business attribute information and / or corresponding business interaction information of the preset task execution object, or it can be multiple factor values ​​determined by further calculations of the business interaction states corresponding to the business attribute information and / or corresponding business interaction information of the preset task execution object. The time adjustment factor can be a value greater than 1 or less than 1. Specifically, it can be determined based on the business attribute information and / or corresponding business interaction states of the preset task execution object in the actual application scenario.

[0065] S240. The candidate business objects that meet the time conditions for the termination of the association relationship are determined as the target business objects.

[0066] S250. Disconnect the target business object from the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0067] S260. In response to the instruction to display the public business object information set, display the updated public business object information set.

[0068] For users who have been granted permission to browse the public business object information set, they can trigger a public business object information set display command in the information management system. In response, the information management system will display the updated public business object information set, that is, the latest public business object information set content at the moment of responding to the public business object information set display command.

[0069] The technical solution of this embodiment obtains object information of business objects that are associated with any preset task execution object, and obtains business interaction information between the business objects and the corresponding preset task execution objects; based on the object information and the business interaction information, it determines candidate business objects that meet the preset association removal conditions; it matches the candidate business objects with the closest preset association removal sample; and based on the association removal time condition in the closest preset association removal sample, it determines the association removal time condition of the candidate business objects and identifies the candidate business objects that meet the association removal time condition as target business objects; it removes the association relationship between the target business object and the corresponding preset task execution object, and adds the object information of the target business object to a public business object information set; in response to a public business object information set display instruction, it displays the updated public business object information set. The technical solution of this embodiment solves the problems of low efficiency and poor management effect of manual management of business object information, improves the efficiency of business object information management, optimizes the management effect of business object information, and helps to improve business achievement rate and task processing efficiency of task execution objects.

[0070] Figure 3 This is a flowchart illustrating an information management method provided in an embodiment of the present invention. This embodiment belongs to the same inventive concept as the information management methods in the above embodiments, and further describes the process of performing configuration operations in response to a target information management strategy. This method can be executed by an information management device, which can be implemented in software and / or hardware and integrated into a computer device with application development capabilities.

[0071] like Figure 3 As shown, the information management method in this embodiment includes the following steps:

[0072] S310. In response to the configuration information input operation on the business object information management page, determine the information management strategy.

[0073] In the information management system, users can configure information management strategies through the configuration interface, namely the information management configuration interaction interface. The information management strategies include information and permission management of the managed preset task execution objects, task content classification management strategies between preset task execution objects and their associated task objects, preset association relationship termination conditions between preset task execution objects and their associated task objects, task object related information settings, and strategies for determining the time conditions for terminating association relationships for candidate objects.

[0074] The pre-defined conditions for terminating association relationships can be set according to the task categories of different scenarios between the pre-defined task execution object and its associated task objects. These pre-defined conditions may include: determining whether a business object can continue to be an associated business object of its associated pre-defined task execution object, and determining whether the task progress between the pre-defined task execution object and its associated business object meets the criteria. For example, for tasks related to the first type of business content between the pre-defined task execution object and its associated business object, the condition for terminating the association relationship can be met if there is no task progress within 30 days; for tasks related to the second type of business content between the pre-defined task execution object and its associated business object, the condition for terminating the association relationship can be met if there is no task progress within 60 days.

[0075] This step allows information management policies to be dynamically configured and updated.

[0076] S320. Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object.

[0077] S330. Based on the object information and the business interaction information, determine the candidate business objects among the business objects that meet the preset association termination conditions.

[0078] S340. Based on the preset association removal sample, determine the association removal time condition of the candidate business object, and determine the candidate business object that meets the association removal time condition as the target business object.

[0079] S350. Disconnect the target business object from the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0080] S360. In response to the instruction to display the public business object information set, display the updated public business object information set.

[0081] The technical solution of this embodiment determines preset association removal conditions in response to configuration information input operations on the business object information management page; obtains object information of business objects associated with any preset task execution object, and obtains business interaction information between the business object and the corresponding preset task execution object; determines candidate business objects that meet the preset association removal conditions based on the object information and the business interaction information; determines the association removal time conditions of the candidate business objects based on preset association removal samples, and determines the candidate business objects that meet the association removal time conditions as target business objects; removes the association between the target business object and the corresponding preset task execution object, and adds the object information of the target business object to a public business object information set; and displays the updated public business object information set in response to a public business object information set display instruction. This embodiment solves the problems of low efficiency and poor management effect in business object information management, supports dynamic configuration and update of information management strategies, improves the efficiency of business object information management, optimizes the management effect of business object information, and helps improve business achievement rate and task processing efficiency of task execution objects.

[0082] Figure 4 This is a schematic diagram of an information management device provided in an embodiment of the present invention. This embodiment is applicable to scenarios involving business information management, particularly for managing business information that requires follow-up by business personnel. The information management device can be implemented in software and / or hardware and integrated into a computer terminal device with application development capabilities.

[0083] like Figure 4 As shown, the information management device includes: a pending information acquisition module 410, a first information filtering module 420, a second information filtering module 430, and an information processing module 440.

[0084] The system includes: an information acquisition module 410 for acquiring object information of business objects associated with any preset task execution object, and acquiring business interaction information between the business object and the corresponding preset task execution object; a first information filtering module 420 for determining candidate business objects that meet preset association removal conditions based on the object information and the business interaction information; a second information filtering module 430 for determining the association removal time conditions of the candidate business objects based on preset association removal samples, and determining the candidate business objects that meet the association removal time conditions as target business objects; and an information processing module 440 for removing the association between the target business object and the corresponding preset task execution object, and adding the object information of the target business object to a public business object information set.

[0085] The technical solution of this embodiment obtains object information of business objects that are associated with any preset task execution object, and obtains business interaction information between the business objects and the corresponding preset task execution objects; based on the object information and the business interaction information, it determines candidate business objects among the business objects that meet the preset association removal conditions; based on the preset association removal samples, it determines the association removal time conditions of the candidate business objects, and determines the candidate business objects that meet the association removal time conditions as target business objects; it removes the association between the target business object and the corresponding preset task execution object, and adds the object information of the target business object to a public business object information set. The technical solution of this embodiment solves the problems of low efficiency and poor management effect of business object information, improves the efficiency of business object information management, optimizes the management effect of business object information, and helps to improve the business achievement rate and task processing efficiency of task execution objects.

[0086] In one optional implementation, the second information filtering module 430 is specifically used for:

[0087] The candidate business object is matched with the closest preset association to remove the sample;

[0088] The time conditions for resolving the association relationship of the candidate business object are determined based on the time conditions for resolving the association relationship in the closest preset association relationship resolution sample.

[0089] In one optional implementation, the second information filtering module 430 is specifically used for:

[0090] Based on the object information of the candidate business object and the corresponding business interaction information, the feature values ​​of the preset dimension features are determined, and the first object feature vector of the candidate business object is constructed based on the feature values.

[0091] Calculate the cosine similarity between the first object feature vector and each second object feature vector; wherein, the second object feature vector is the object feature vector of each business object in the preset association removal sample, and contains the same dimension features as the first object feature vector;

[0092] The sample corresponding to the maximum similarity value in the cosine similarity is determined as the closest sample to the preset association removal sample.

[0093] In one optional implementation, the second information filtering module 430 is specifically used for:

[0094] The time condition for de-association of the closest preset association de-association sample is used as the time condition for de-association of the candidate business object; or...

[0095] Based on the business attribute information of the preset task execution object corresponding to the candidate business object and / or the business interaction status corresponding to the business interaction information, a time adjustment factor is determined; and based on the time adjustment factor, the time is adjusted on the basis of the time condition for the removal of association of the closest preset association removal sample, and the time condition for the removal of association of the candidate business object is determined.

[0096] In one optional implementation, the second information filtering module 430 is specifically used for:

[0097] The calculation is performed based on the numerical relationship between the time adjustment factor and the target correlation removal period to shorten or lengthen the correlation removal period.

[0098] The target association termination period is the information corresponding to the association termination time condition of the closest preset association termination sample.

[0099] In one optional implementation, the information management device further includes an information display module, specifically used for:

[0100] After adding the object information of the target business object to the public business object information set, the updated public business object information set is displayed in response to the public business object information set display instruction.

[0101] In one optional implementation, the information management device further includes a management information configuration module, specifically used for:

[0102] Before determining the candidate business object, in response to the configuration information input operation on the business object information management page, an information management strategy is determined, wherein the information management strategy includes the preset association termination conditions.

[0103] The information management device provided in the embodiments of the present invention can execute the information management method provided in any embodiment of the present invention, and has the corresponding functional modules and beneficial effects of executing the method.

[0104] In a specific application example of an information management method, the public business object information set can be a customer pool. Business personnel can establish relationships with customer objects in the customer pool and initiate corresponding tasks. The information management method provided in the above embodiments can help business personnel advance task progress or promptly unbind the relationships between business personnel whose tasks are not progressing and customers. It can also provide other business personnel with opportunities to establish new relationships with corresponding customers, improving business efficiency and fully utilizing customer resources. It should be noted that the object information corresponding to customer objects in the customer pool is publicly available company information that can be queried through a public information platform and does not involve customer privacy. The acquisition and processing of information comply with the requirements of relevant laws and regulations. It is understood that the data involved in this technical solution (including but not limited to the data itself, the acquisition or use of data) should comply with the requirements of relevant laws, regulations, and related provisions.

[0105] Figure 5 The information management process in a customer information management example is shown. The core of the entire process includes the following steps:

[0106] First, sales acquire customers. Here, "sales" can correspond to a pre-defined task execution object. The public pool of customers refers to the business object information within the public business object information set. Sales acquiring customers signifies that a pre-defined task execution object has established an association with a business object.

[0107] Second, data is acquired every morning at midnight, and customer information records are scanned for recycling decisions. This involves a scheduled task that retrieves object information of business objects associated with any preset task execution object, and obtains the business interaction information between the business object and the corresponding preset task execution object for subsequent information management processing.

[0108] Third, based on the initial business rules, determine whether the customer meets the recyclability criteria. These initial business rules may correspond to preset conditions for terminating associations. To determine whether a customer meets the recyclability criteria, based on object information and business interaction information, identify candidate business objects among the scanned customers (business objects) that meet the preset conditions for terminating associations.

[0109] Fourth, if the customer meets the recyclable scenario, the customer (customer information) recycling time is calculated based on the similarity recommendation algorithm model. This step can correspond to matching the closest preset association removal sample for candidate business objects; and determining the association removal time condition for candidate business objects based on the association removal time condition in the closest preset association removal sample. The similarity recommendation algorithm model can be the cosine similarity algorithm model used in the process of matching the closest preset association removal sample for candidate business objects.

[0110] If a customer does not meet the recycling criteria, the customer and the corresponding sales representative can maintain their relationship, and the sales representative can continue customer development, i.e., advance the tasks with that customer. The customer can also be scanned again in the next scheduled task to retrieve information.

[0111] Fifth, once the customer's recycling time is calculated and it is determined that the customer can be recycled, the customer will be unlinked from the corresponding salesperson, and the customer will fall into the public pool. After relevant data information processing is performed, the customer will be available for all salespersons to claim.

[0112] Sixth, sales personnel with access to the corresponding public sea pool (preset task execution targets) can apply to view the information and enter the public sea pool information display interface.

[0113] Furthermore, a system architecture implementation method was designed, which can be achieved through system architecture design techniques. Figure 5 The information management process. The system architecture includes several main structures: data layer, configuration layer, scheduling layer (public sea pool recycling engine), and application layer (application scenarios).

[0114] Regarding data layer support, in scenarios involving customer scheduling and retrieval based on cosine similarity recommendation algorithms, various types of data are used to build feature models. These include customer profile data, enterprise credit data, product information data, customer management data, and customer visit data. These data form the foundational raw data for constructing the algorithm model. Specifically, customer visit data can correspond to business interaction information; product information data can correspond to the business category or business content within a predefined task execution object and business object; and customer profile data, enterprise credit data, and customer management data can correspond to the object information of business objects, which is information obtainable through publicly available channels.

[0115] Regarding the configuration layer design, the configuration layer implements customizable parameter configuration capabilities for pre-recovery business scenarios (preset association termination conditions) and model (cosine similarity algorithm model) to calculate and judge recovery scenarios. Features, rules, and thresholds for both the model and pre-recovery business scenarios can be established or modified through configuration. The final recovery scheduling engine calculates and integrates based on the configured content to complete the customer information recovery scheduling. The operations in the configuration center can be roughly divided into two parts: configuration of the pre-recovery business scenarios and feature configuration of the model. The customer status definition in the recovery scenario rule configuration can be a description of whether the customer has purchased the corresponding product, their public credit rating status, or their current status. Sales weights can correspond to the sales (business personnel) evaluation results under the corresponding evaluation system, affecting the adjustment of the customer recovery cycle. Sales behavior information in the model feature parameter configuration can also be interaction behavior information with customers.

[0116] Regarding the design of the scheduling layer, the main focus is on building a backend engine for constructing a customer recycling scheduling model, connecting the application layer and the configuration layer. The backend engine performs calculations and integration based on the configuration content to ultimately complete the customer recycling scheduling.

[0117] The core of the scheduling layer is to build a cosine similarity model, obtain customer similarity calculation results, and thus predict the appropriate customer scheduling and recycling time. The core principle formula of its algorithm is as follows: Among them, X i With Y i The vectors are the first object feature vector of the candidate business object and the object feature vector of each business object in the sample to be decoupled from the pre-defined association. n represents the feature dimension of the vectors. The smaller the pre-defined similarity between two vectors, the greater the distance; the greater the similarity, the smaller the distance.

[0118] For example, the similarity calculation logic for different customers is constructed as follows:

[0119] First, based on the customer's multidimensional characteristics, a vector representation formula for the customer is constructed. The multidimensional characteristics and their corresponding feature values ​​can include:

[0120] Historical cooperation: 0 - No, 1 - Yes

[0121] Customer value importance: 0 - Low, 1 - Medium, 2 - High

[0122] Sales follow-up stages: 0 - Initial contact, 1 - Normal contact, 2 - Prolonged contact

[0123] Product requirement complexity: 0 - basic product, 1 - standard product, 2 - complex product

[0124] Do you have a clear intention? 0 - No, 1 - Yes

[0125] Customer vector representation formula: Customer X [historical cooperation history, importance of customer value, sales follow-up stage, complexity of product needs, and whether there is a clear intention].

[0126] Assume two customers, where customer A is a customer in the sample, with an average payback period of 20 days based on historical behavior, and customer B is a newly acquired customer. The feature vector formula for each customer is as follows:

[0127] Customer A [0, 0, 1, 2, 1], Customer B [0, 0, 1, 2, 0].

[0128] Substitute the two vectors above into the cosine similarity model. It can be concluded that the distance between customers A and B is very small, thus allowing us to infer the scheduling and recovery cycle of customer B (i.e., the time condition for the termination of the association relationship).

[0129] Regarding the application layer design, based on business management requirements, corresponding public pool customer viewing and claiming capabilities, customer information viewing, customer follow-up and development, etc., are built.

[0130] Furthermore, the configuration page for the pre-recovery business scenario can include a public pool name, which can be an identifier for a set of public business object information. The public pool administrator can be a business person with the authority to manage and configure information; each public pool administrator has a corresponding identifier. The pre-recovery rule configuration corresponds to the configuration of preset association termination conditions. The scope of customers governed by the public pool is the range of business objects that can be included in the set of public business object information. The set of personnel that can be viewed by customers falling into the public pool corresponds to the permission management settings of preset task execution objects. The configuration page for the pre-recovery business scenario provides option controls for configuring various pre-recovery rules, and users can complete the pre-recovery rule configuration by interacting with the corresponding controls.

[0131] Figure 6 This is a schematic diagram of the structure of a computer device provided in an embodiment of the present invention. Figure 6 A block diagram of an exemplary computer device 612 suitable for implementing embodiments of the present invention is shown. Figure 6 The computer device 612 shown is merely an example and should not be construed as limiting the functionality or scope of the embodiments of the present invention. The computer device 612 can be any terminal device with computing capabilities, such as intelligent controllers and servers, mobile phones, and other terminal devices.

[0132] like Figure 6As shown, the computer device 612 is presented in the form of a general-purpose computing device. The components of the computer device 612 may include, but are not limited to: one or more processors or processing units 616, system memory 628, and bus 618 connecting different system components (including system memory 628 and processing unit 616).

[0133] Bus 618 represents one or more of several bus architectures, including a memory bus or memory controller, a peripheral bus, a graphics acceleration port, a processor, or a local bus using any of the various bus architectures. For example, these architectures include, but are not limited to, the Industry Standard Architecture (ISA) bus, the Micro Channel Architecture (MAC) bus, the Enhanced ISA bus, the Video Electronics Standards Association (VESA) local bus, and the Peripheral Component Interconnect (PCI) bus.

[0134] Computer device 612 typically includes a variety of computer system readable media. These media can be any available media that can be accessed by computer device 612, including volatile and non-volatile media, removable and non-removable media.

[0135] System memory 628 may include computer system readable media in the form of volatile memory, such as random access memory (RAM) 630 and / or cache memory 632. Computer device 612 may further include other removable / non-removable, volatile / non-volatile computer system storage media. By way of example only, storage system 634 may be used to read and write non-removable, non-volatile magnetic media (…). Figure 6 Not shown; usually referred to as a "hard drive"). Although Figure 6 Not shown, a disk drive for reading and writing to a removable non-volatile disk (e.g., a "floppy disk") and an optical disk drive for reading and writing to a removable non-volatile optical disk (e.g., a CD-ROM, DVD-ROM, or other optical media) may be provided. In these cases, each drive may be connected to bus 618 via one or more data media interfaces. System memory 628 may include at least one program product having a set (e.g., at least one) of program modules configured to perform the functions of the embodiments of the present invention.

[0136] A program / utility 640 having a set (at least one) of program modules 642 may be stored, for example, in system memory 628. Such program modules 642 include, but are not limited to, an operating system, one or more application programs, other program modules, and program data. Each or some combination of these examples may include an implementation of a network environment. Program modules 642 typically perform the functions and / or methods described in the embodiments of the present invention.

[0137] Computer device 612 can also communicate with one or more external devices 614 (e.g., keyboard, pointing device, display 624, etc.), and with one or more devices that enable a user to interact with the computer device 612, and / or with any device that enables the computer device 612 to communicate with one or more other computing devices (e.g., network card, modem, etc.). This communication can be performed via input / output (I / O) interface 622. Furthermore, computer device 612 can also communicate with one or more networks (e.g., local area network (LAN), wide area network (WAN), and / or public networks, such as the Internet) via network adapter 620. As shown, network adapter 620 communicates with other modules of computer device 612 via bus 618. It should be understood that, although... Figure 6 As not shown, other hardware and / or software modules may be used in conjunction with computer device 612, including but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data backup storage systems.

[0138] Processing unit 616 executes various functional applications and data processing by running programs stored in system memory 628, such as implementing the information management method provided in this embodiment, which includes:

[0139] Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object;

[0140] Based on the object information and the business interaction information, candidate business objects that meet the preset association termination conditions are determined among the business objects;

[0141] Based on the preset association removal sample, the association removal time condition of the candidate business object is determined, and the candidate business object that meets the association removal time condition is determined as the target business object;

[0142] Remove the association between the target business object and the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0143] This invention also provides a computer-readable storage medium storing a computer program thereon, which, when executed by a processor, implements the information management method provided in any embodiment of this invention, the method comprising:

[0144] Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object;

[0145] Based on the object information and the business interaction information, candidate business objects that meet the preset association termination conditions are determined among the business objects;

[0146] Based on the preset association removal sample, the association removal time condition of the candidate business object is determined, and the candidate business object that meets the association removal time condition is determined as the target business object;

[0147] Remove the association between the target business object and the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

[0148] The computer storage medium of this invention can be any combination of one or more computer-readable media. A computer-readable medium can be a computer-readable signal medium or a computer-readable storage medium. For example, a computer-readable storage medium can be, but is not limited to, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination thereof. More specific examples (a non-exhaustive list) of computer-readable storage media include: an electrical connection having one or more wires, a portable computer disk, a hard disk, random access memory (RAM), read-only memory (ROM), erasable programmable read-only memory (EPROM or flash memory), optical fiber, portable compact disk read-only memory (CD-ROM), optical storage device, magnetic storage device, or any suitable combination thereof. In this document, a computer-readable storage medium can be any tangible medium that contains or stores a program that can be used by or in conjunction with an instruction execution system, apparatus, or device.

[0149] Computer-readable signal media may include data signals propagated in baseband or as part of a carrier wave, carrying computer-readable program code. Such propagated data signals may take various forms, including but not limited to electromagnetic signals, optical signals, or any suitable combination thereof. Computer-readable signal media may also be any computer-readable medium other than computer-readable storage media, capable of sending, propagating, or transmitting programs for use by or in connection with an instruction execution system, apparatus, or device.

[0150] Program code contained on a computer-readable medium may be transmitted using any suitable medium, including but not limited to: wireless, wire, optical fiber, RF, etc., or any suitable combination thereof.

[0151] Computer program code for performing the operations of this invention can be written in one or more programming languages ​​or a combination thereof, including object-oriented programming languages ​​such as Java, Smalltalk, and C++, as well as conventional procedural programming languages ​​such as C or similar languages. The program code can be executed entirely on the user's computer, partially on the user's computer, as a standalone software package, partially on the user's computer and partially on a remote computer, or entirely on a remote computer or server. In cases involving remote computers, the remote computer can be connected to the user's computer via any type of network, including a local area network (LAN) or a wide area network (WAN), or it can be connected to an external computer (e.g., via the Internet using an Internet service provider).

[0152] Those skilled in the art will understand that the modules or steps of the present invention described above can be implemented using general-purpose computing devices. They can be centralized on a single computing device or distributed across a network of multiple computing devices. Optionally, they can be implemented using computer-executable program code, thereby allowing them to be stored in a storage device for execution by a computing device, or they can be fabricated as separate integrated circuit modules, or multiple modules or steps can be fabricated as a single integrated circuit module. Thus, the present invention is not limited to any particular combination of hardware and software.

[0153] Note that the above description is merely a preferred embodiment of the present invention and the technical principles employed. Those skilled in the art will understand that the present invention is not limited to the specific embodiments described herein, and various obvious changes, readjustments, and substitutions can be made without departing from the scope of protection of the present invention. Therefore, although the present invention has been described in detail through the above embodiments, the present invention is not limited to the above embodiments, and may include many other equivalent embodiments without departing from the concept of the present invention, the scope of which is determined by the scope of the appended claims.

Claims

1. An information management method, characterized in that, include: Obtain object information of a business object that is associated with any preset task execution object, and obtain business interaction information between the business object and the corresponding preset task execution object; Based on the object information and the business interaction information, candidate business objects that meet the preset association termination conditions are determined among the business objects; Based on the preset association removal sample, the association removal time condition of the candidate business object is determined, and the candidate business object that meets the association removal time condition is determined as the target business object; Remove the association between the target business object and the corresponding preset task execution object, and add the object information of the target business object to the public business object information set.

2. The method according to claim 1, characterized in that, The step of determining the time conditions for resolving the association relationships of the candidate business objects based on preset association relationship resolution samples includes: The candidate business object is matched with the closest preset association to remove the sample; The time conditions for resolving the association relationship of the candidate business object are determined based on the time conditions for resolving the association relationship in the closest preset association relationship resolution sample.

3. The method according to claim 2, characterized in that, The step of matching the candidate business object with the closest preset association removal sample includes: Based on the object information of the candidate business object and the corresponding business interaction information, the feature values ​​of the preset dimension features are determined, and the first object feature vector of the candidate business object is constructed based on the feature values. Calculate the cosine similarity between the first object feature vector and each second object feature vector; wherein, the second object feature vector is the object feature vector of each business object in the preset association removal sample, and contains the same dimension features as the first object feature vector; The sample corresponding to the maximum similarity value in the cosine similarity is determined as the closest sample to the preset association removal sample.

4. The method according to claim 2, characterized in that, The step of determining the association removal time condition for the candidate business object based on the association removal time condition in the closest preset association removal sample includes: The time condition for de-association of the closest preset association de-association sample is used as the time condition for de-association of the candidate business object; or... Based on the business attribute information of the preset task execution object corresponding to the candidate business object and / or the business interaction status corresponding to the business interaction information, a time adjustment factor is determined; and based on the time adjustment factor, the time is adjusted on the basis of the time condition for the removal of association of the closest preset association removal sample, and the time condition for the removal of association of the candidate business object is determined.

5. The method according to claim 4, characterized in that, The step of adjusting the time based on the time adjustment factor, based on the time condition of the closest preset association disassociation sample, includes: The calculation is performed based on the numerical relationship between the time adjustment factor and the target correlation removal period to shorten or lengthen the correlation removal period. The target association termination period is the information corresponding to the association termination time condition of the closest preset association termination sample.

6. The method according to claim 1, characterized in that, The method further includes: After adding the object information of the target business object to the public business object information set, the updated public business object information set is displayed in response to the public business object information set display instruction.

7. The method according to claim 1, characterized in that, Before determining the candidate business object, the method further includes: In response to the configuration information input operation on the business object information management page, an information management strategy is determined, wherein the information management strategy includes the preset association termination conditions.

8. An information management device, characterized in that, include: The pending information acquisition module is used to acquire object information of a business object that is associated with any preset task execution object, and to acquire business interaction information between the business object and the corresponding preset task execution object; The first information filtering module is used to determine, based on the object information and the business interaction information, candidate business objects that meet the preset association removal conditions among the business objects; The second information filtering module is used to determine the time conditions for the removal of association relationships of the candidate business objects based on preset association removal samples, and to determine the candidate business objects that meet the time conditions for the removal of association relationships as target business objects. The information processing module is used to remove the association between the target business object and the corresponding preset task execution object, and to add the object information of the target business object to the public business object information set.

9. A computer device, characterized in that, The computer device includes: One or more processors; Memory, used to store one or more programs; When the one or more programs are executed by the one or more processors, the one or more processors implement the information management method as described in any one of claims 1-7.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the program is executed by the processor, it implements the information management method as described in any one of claims 1-7.

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