Client manager behavior management system based on Internet technology

Abstract

The invention discloses a customer manager behavior management system based on an internet technology. The system comprises a client and a server. The client is used for a customer to select visit plan information in advance, the server is used for receiving a visit plan sent by the client and storing the received visit plan information, and the client is also used for providing a sign-in interface and sending current position information of a customer manager to the server; the server side compares the current position information of the customer manager with the position information of the visited company, the client side sends an IP address and equipment identification code information to the server side in the sign-in process, the server side judges whether a risk exists or not based on the IP address and the equipment identification code information, if the risk exists, the server side sends an information collection instruction to the client side, and the client side sends the information collection instruction to the client side; and the client acquires information required by verification according to the received information acquisition instruction so as to further judge whether a risk exists or not. According to the invention, the visiting work can be more systematized and normalized, and the working efficiency and planning of the customer manager are effectively improved.

Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of computer, in particular to a customer manager behavior management system based on internet technology. BACKGROUND

[0002] In the process of enterprise customer relationship management, the customer manager is an important bridge for the enterprise to communicate with the customer, and the work quality of the customer manager visiting the customer directly affects the customer maintenance effect and business development of the enterprise. However, there is a serious randomness problem in the current customer manager visiting the customer. On the one hand, the customer manager lacks a standardized visit plan making process, resulting in no systematicness and pertinence of the visit work; on the other hand, the company cannot effectively obtain the real information of whether the customer manager actually visits the customer. The existing management mode is that the customer manager uses the sign-in module in the CRM, simply relies on the manual record data of the customer manager, and simply completes the sign-in punch card; after analysis, the visit data distortion rate is more than 30%, and there are false visits, false reports and other situations, which cannot accurately verify the authenticity and location accuracy of the visit behavior. This makes it difficult for the enterprise to effectively supervise and evaluate the work of the customer manager, not only reduces the customer maintenance quality, but also increases the management cost of the enterprise, and seriously restricts the improvement of the enterprise customer relationship management level. SUMMARY

[0003] The purpose of the present application is to provide a customer manager behavior management system based on internet technology to solve the problems in the prior art.

[0004] To achieve the above purpose, the present application provides a customer manager behavior management system based on internet technology, comprising a client and a server. The client is used for the customer to pre-select visit plan information, the visit plan information comprising a company to be visited and a visit time period, and the visit plan information selected by the customer manager is verified and sent to the server after verification; The server is used to receive the visit plan sent by the client and store the received visit plan information; The client is also used to provide a sign-in interface, obtain the current location information of the customer manager after entering the sign-in interface, and send the current location information of the customer manager to the server; The server compares the current location information of the customer manager with the location information of the visited company in the visit plan information, and if the distance between the current location of the customer manager and the location of the visited company in the visit plan information is within a preset distance threshold range, the sign-in operation is allowed, otherwise the sign-in is rejected; The client collects its IP address and device identification code information in the check-in process, and sends the collected IP address and device identification code information to the server, the server judges whether there is risk based on the IP address and device identification code information, if there is risk, sends information collection instruction to the client, the client collects the information required for verification according to the received information collection instruction, and sends the collected information required for verification to the server, the server further judges whether there is risk according to the received information required for verification, if there is still risk, adds risk label to the check-in record, and then pushes to the management interface of the management personnel.

[0005] Further, the client comprises: The visit plan making module is used for the customer manager to select visit information, and verify the visit information selected by the customer manager; The check-in module is used to provide a check-in interface, and obtain location permission before entering the check-in interface, and call the mobile positioning service to obtain the current location information when the customer manager clicks the check-in button; The information collection module is used to collect the current location information of the customer manager and the information required for verification.

[0006] Further, the server comprises: The data receiving and storage module is used to receive the data sent by the client, and store the received data; The location verification and risk judgment module is used to compare the current location information of the customer manager with the location information of the visited company in the visit plan information, and complete the risk judgment according to the received information.

[0007] Further, the client and the server adopt HTTPS protocol for data transmission, and the message adopts SM2+SM4 envelope mode encryption.

[0008] Further, the information required for verification includes the face image of the customer manager and the door head photo of the customer, and the customer manager's work number, the current timestamp and the location watermark are automatically added when the door head photo of the customer is taken.

[0009] Further, the server analyzes the door head photo by calling the image recognition algorithm in the background to obtain the key information in the door head photo, including the company name, the house number and the company LOGO information, and intelligently compares the information in the company in the CRM system in the visit plan; at the same time, analyze the consistency of the shooting time, location information of the door head photo and the check-in time; if it is found that the door head photo is unclear, the key information is missing, the information is not matched, etc., or the difference with the historical normal door head photo data is large, it is judged that there is risk.

[0010] Further, the current position of the client manager and the map of the visited company position are displayed on the sign-in interface through the Baidu Maps API, so that the relative position relationship between the client manager and the visited company is intuitive.

[0011] Beneficial effects: 1. Standardize the visiting behavior: by requiring the client manager to formulate a detailed visiting plan, the visiting target and time arrangement are clear, the visiting work is more systematic and standardized, and the work efficiency and planning of the client manager are effectively improved; 2. Ensure the authenticity of the visit: combined with the position verification, multiple data collection and risk judgment mechanism, the visiting behavior of the client manager is verified from multiple dimensions, the possibility of false visit is greatly reduced, and the visit information obtained by the enterprise is real and reliable; 3. Real-time monitoring and management: the real-time monitoring of the visiting process of the client manager is realized, the enterprise can timely understand the work dynamics and visiting situation of the client manager, effective management and decision-making are facilitated, and the level of enterprise customer relationship management is improved; 4. Improve the management efficiency: the automatic risk judgment and information collection and processing reduce the workload of manual intervention, and the manual checking link ensures the accuracy of the risk judgment, the combination of the two improves the management efficiency of the enterprise and reduces the management cost. BRIEF DESCRIPTION OF DRAWINGS

[0012] Figure 1 is a schematic diagram of a client manager behavior management system based on internet technology according to an embodiment of the present application. DETAILED DESCRIPTION

[0013] The present application will be further illustrated below in combination with the drawings and specific embodiments, the embodiments are implemented on the premise of the technical scheme of the present application, and it should be understood that the embodiments are only used to illustrate the present application and are not used to limit the scope of the present application.

[0014] As Figure 1As shown, the embodiment of the application provides a customer manager behavior management system based on Internet technology, which comprises a client 1 and a server 2. The client 1, i.e. a mobile phone APP, is developed by using programming languages such as Kotlin (for Android system), Objective-C (for iOS system), ArkUI (for Hongmeng Next system), etc. The APP provides a convenient operation interface for the customer manager, and has functions such as visit plan making, signing in, information collecting, and data interaction with the server 2. The server 2 system is built based on a cloud computing platform, and is developed by using back-end frameworks such as Spring Boot (Java) and PyTorch (Python), and the database selects MySQL. The server 2 serves as the data processing and analysis center of the whole system, is responsible for receiving the data uploaded by the client 1, storing, processing and analyzing the data, performing operations such as location verification and risk judgment, and sending corresponding instructions and feedback information to the client 1.

[0015] The customer manager opens the mobile phone APP and enters the visit plan making module at a specific time period (such as 18:00-20:00) every night. In the visit plan making module, the customer manager needs to fill in the company name to be visited the next day, select the visit time period (accurate to half an hour, such as 09:00-09:30), and other information in turn. The system performs format verification on the filled information to ensure the accuracy and integrity of the information. After the filling is completed, the customer manager clicks the submit button, and the client 1 sends the visit plan data to the server 2 for storage after encryption. The above-mentioned company to be visited has complete information in the CRM system of the bank, and the interface displays detailed address information after the company is selected; a time period selector is provided to facilitate the customer manager to select a suitable visit time period.

[0016] Once the account manager arrives at the company location, they open the mobile app and enter the check-in interface. The app automatically uses the phone's location function to obtain the account manager's current latitude and longitude coordinates and sends this information to server 2. The check-in interface can also display a map showing the account manager's current location and the company's location via the Baidu Maps API, providing a clear visual representation of the relative positions. Upon receiving the location information, server 2 compares it with the company address entered by the account manager in the visit plan (converted to latitude and longitude coordinates using geocoding technology). The Haversine formula is used to calculate the distance between the two. If the distance is within a preset threshold (e.g., 200 meters, which can be adjusted based on actual conditions), the account manager is considered to be near the company address, allowing them to proceed to the next check-in step. If the distance exceeds the threshold, check-in is refused, and the app displays a message indicating that the account manager has not arrived at the designated location. When the check-in criteria are met, the check-in button is highlighted; otherwise, the button is grayed out, and the user is reminded that they have not arrived at the designated location.

[0017] During the check-in process, client 1 collects the client's IP address and device identification code information and sends this information to server 2. Server 2 determines whether there is a risk based on the IP address and device identification code information. If a risk exists, further verification is required. Server 2 then sends an information collection instruction to client 1. Client 1 collects the necessary verification information according to the received instruction and sends the collected verification information to server 2. Server 2 further determines whether there is a risk based on the received verification information. If a risk still exists, a risk tag is added to the check-in record, and then the record is pushed to the administrator's management interface. The aforementioned device identification code information, also known as a device fingerprint, is a unique value representing the device generated by an algorithm using various parameters of the mobile device. The information required for verification includes the account manager's facial image (which requires liveness detection) and the customer's storefront photo. This requires the mobile app to access the phone's camera for collection. When taking the customer's storefront photo, the app automatically adds the account manager's employee number, the current timestamp (accurate to the second), and a location watermark (including latitude and longitude coordinates).

[0018] Server 2 employs a risk assessment model built upon machine learning algorithms (such as random forests and support vector machines) to analyze received location information, IP addresses, device identification codes, and other data. A large amount of data from normal and abnormal visits, as well as data provided during the customer application process, is pre-collected as training samples to train the risk assessment model. The model assesses risk from multiple dimensions, such as: when location information does not match the region of the IP address, or when the same mobile device identification code appears in multiple different geographical locations within a short period (e.g., when an account manager is using the app and the system continuously collects IP data, and the device appears in different cities within half an hour, this is considered high risk), or whether it is a frequently used device, etc., to determine if there is a risk. If the data is normal, Server 2 issues a check-in permission instruction, and the account manager completes the check-in; if a risk exists, an information collection instruction is sent to Client 1, requiring the account manager to perform facial recognition and take a photo of the customer's storefront, etc.

[0019] Server 2 asynchronously calls an image recognition algorithm (based on a deep learning-based ResNet model) in the background to analyze the storefront photos. First, the storefront photo data is preprocessed (e.g., image resizing, normalization, etc.) before being input into the model to identify key information in the photos, such as company name, address, and company logo. This information is then intelligently compared with the information of the companies in the bank's CRM system. Simultaneously, the consistency between the photo's shooting time and location information and the check-in time and location information is analyzed. If the storefront photo is found to be blurry, lacking key information, or mismatched, or if it differs significantly from historical normal storefront photo data, a risk is identified.

[0020] For check-in records with potential risks, server-side 2 automatically adds a risk tag and pushes the relevant information to the administrator's management interface. The management interface, developed using front-end frameworks such as Vue.js and AntUI, provides intuitive viewing and operation functions, facilitating manual verification and processing by administrators. Administrators view check-in records with risk tags in the management interface, including the account manager's basic information, visit plan, collected data, and the system's risk analysis results. They further verify the authenticity and validity of the check-in records through manual review and take appropriate action based on the review results, such as marking them as normal, abnormal, or requiring the account manager to revisit. If data is misjudged, the administrator marks it as normal, and the system asynchronously notifies the risk assessment model. Using this feedback data, the machine learning-driven risk assessment model is continuously optimized, improving its accuracy and reliability in risk assessment.

[0021] The client 1 in this embodiment of the invention includes a visit planning module 11, a check-in module 12, and an information collection module 13.

[0022] The visit planning module 11 allows account managers to select visit information and verifies the selected information. The check-in module 12 provides a check-in interface and obtains location permissions before entering the interface. When the account manager clicks the check-in button, it calls the phone's location service to obtain the current location information. The information collection module 13 collects the account manager's current location information and other information required for verification, including the aforementioned location information, facial images, and photos of the customer's storefront.

[0023] The server 2 in this embodiment includes a data receiving and storage module 21 and a location verification and risk assessment module 22. The data receiving and storage module 21 receives and stores data sent by the client 1. The location verification and risk assessment module 22 compares the account manager's current location information with the location information of the company to be visited in the visit plan information and performs a risk assessment based on the received information.

[0024] Furthermore, client 1 and server 2 use the HTTPS protocol for data transmission, and the messages are encrypted using SM2+SM4 envelope mode to ensure data security and integrity. Before sending data, client 1 encapsulates the data according to the agreed data format (such as JSON format); after receiving the data, server 2 parses and verifies it. After processing the request, server 2 returns the response result to the client in JSON format, and client 1 performs corresponding operations and displays the interface based on the response result.

[0025] The above description is merely a preferred embodiment of the present invention. It should be noted that for those skilled in the art, other parts not specifically described are existing technology or common knowledge. Several improvements and modifications can be made without departing from the principle of the present invention, and these improvements and modifications should also be considered within the scope of protection of the present invention.

Claims

1. An Internet technology-based customer manager behavior management system, characterized by, The client and the server are included; The client is used for a customer to pre-select visit plan information including a company to be visited and a visit time period, and to verify visit plan information selected by a customer manager, and to send the verified visit plan information to the server; The server is used for receiving visit plan information sent by the client, and storing the received visit plan information; The client is also used for providing a sign-in interface, and obtaining current location information of the customer manager after entering the sign-in interface, and sending the current location information of the customer manager to the server; The server compares the current location information of the customer manager with location information of a company to be visited in the visit plan information, and if a distance between the current location of the customer manager and the location of the company to be visited in the visit plan information is within a preset distance threshold range, the sign-in operation is allowed, otherwise the sign-in is rejected; The client collects IP address and device identification code information during the sign-in process, and sends the collected IP address and device identification code information to the server, the server judges whether there is a risk based on the IP address and device identification code information, if there is a risk, the server sends an information collection instruction to the client, the client collects information required for verification according to the received information collection instruction, and sends the collected information required for verification to the server, the server further judges whether there is a risk according to the received information required for verification, if there is still a risk, a risk label is added to the sign-in record, and then pushed to a management interface of a manager.

2. The customer manager behavior management system based on Internet technology according to claim 1, characterized in that, The client includes: A visit plan making module is used for a customer manager to select visit information, and to verify the visit information selected by the customer manager; A sign-in module is used for providing a sign-in interface, and obtaining location permission before entering the sign-in interface, and calling a mobile positioning service to obtain current location information when the customer manager clicks a sign-in button; An information collection module is used for collecting current location information of the customer manager and information required for verification.

3. The customer manager behavior management system based on the Internet technology according to claim 1, characterized in that, The server includes: A data receiving and storing module is used for receiving data sent by the client, and storing the received data; A location verification and risk judgment module is used for comparing current location information of the customer manager with location information of a company to be visited in visit plan information, and completing risk judgment according to the received information.

4. The customer manager behavior management system based on Internet technology according to claim 1, characterized in that, The client and the server adopt HTTPS protocol for data transmission, and messages are encrypted in SM2+SM4 envelope mode.

5. The customer manager behavior management system based on the Internet technology according to claim 1, characterized in that, The information required for verification includes a face image of the customer manager and a headshot of the customer, and a work number of the customer manager, a current timestamp and a location watermark are automatically added when the headshot of the customer is taken.

6. The customer manager behavior management system based on internet technology according to claim 5, characterized in that, The server analyzes the headshot by calling an image recognition algorithm in the background to obtain key information in the headshot, including a company name, a house number and company LOGO information, and intelligently compares the key information with information of the company in a CRM system in the visit plan; meanwhile, the server analyzes consistency of a shooting time, location information of the headshot and a sign-in time; If the door head photo is found to be unclear, missing key information, information mismatch, or has a large difference with historical normal door head photo data, it is determined that there is a risk.

7. The customer manager behavior management system based on internet technology according to claim 1, characterized in that, Through Baidu Maps API, the current location of the customer manager and the map of the visited company location are displayed on the sign-in interface, which intuitively shows the relative position relationship between the customer manager and the visited company.

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