Offline activity and online recommendation clue linkage method and related equipment

Abstract

The embodiment of the invention relates to the technical field of information communication, and discloses an offline activity and online recommendation clue linkage method and related equipment.The method comprises the steps that an activity data packet of offline activity sent by terminal equipment is received, the activity data packet comprises user information, authentication information of user identity, activity behavior information and activity information, and the activity information is sent to the terminal equipment; the activity data packets are in one-to-one correspondence with the users; performing compliance check on the user according to the activity data packet; after the compliance check is passed, generating a recommendation clue of the user according to the user information, the activity information, the suitability information and a preset recommendation strategy; and pushing the recommendation clues to an operation system and an instant message system in a preset integrated platform through a preset API interface so as to follow up the recommendation clues. Through the above mode, the embodiment of the invention can realize rapid verification and compliance check of user identities and rapid generation of recommendation clues in offline activities, and a closed-loop ecological system with complete information flow is formed.

Description

TECHNICAL FIELD

[0001] Embodiments of the present application relate to the technical field of information communication, in particular to a method for linking offline activities and online recommendation clues and related equipment. BACKGROUND

[0002] In the scene of offline activities (such as securities investment lectures, user meetings, etc.), the verification and appropriateness management of the identities of participants still generally rely on traditional manual checking and paper registration methods. Such methods have the following significant defects: Low verification efficiency: manual checking of identity cards one by one and filling in registration forms takes a long time, which can easily cause congestion when people gather, affecting the experience of the activities and increasing the cost of on-site organization.

[0003] Insufficient compliance risk control capability: for example, securities business activities need to strictly comply with the requirements of investor appropriateness management. The traditional mode is difficult to verify key appropriateness information such as the investment experience of users, the risk tolerance level, etc. in a timely and accurate manner, and cannot quickly adapt to regulatory requirements, which has a high compliance operation risk. The business system is difficult to obtain and verify such information in a timely manner.

[0004] Lag in conversion of recommendation clues: paper registration information needs to be manually entered into the system afterwards, which causes the recommendation clues to be unable to be synchronized to the business system in real time, and the information synchronization is seriously lagging behind, missing the best opportunity for on-site interaction and accurate recommendation, affecting the marketing conversion efficiency. At the same time, if there is no effective integration between different business systems, the recommendation clues may be delayed or distorted in the transmission process, and it is difficult to quickly form an effective user follow-up strategy.

[0005] In addition, some existing electronic identity verification schemes mainly focus on the comparison of one-to-one identity cards, such as verifying whether the identity card photo and the person holding the card are consistent through face recognition technology, or applying to the access management of specific areas, but their functions are relatively single and cannot be deeply integrated with specific compliance databases (such as investor appropriateness information database) of the industry. Therefore, there is an urgent need for an integrated solution that can quickly verify the identity of users in offline activity scenarios, has compliance risk control capability, and quickly converts recommendation clues. SUMMARY

[0006] In view of the above problems, embodiments of the present application provide a method for linking offline activities and online recommendation clues and related equipment to solve the problems in the prior art.

[0007] According to an aspect of an embodiment of the present application, a method for linking offline activities and online recommendation clues is provided, applied to a server, and the method comprises: Receiving an offline activity data packet sent by a terminal device, the offline activity data packet comprising user information, authentication information of a user identity, activity behavior information, and activity information, the offline activity data packet corresponding to a user; According to the offline activity data packet, performing compliance checking on the user, the compliance checking comprising: Checking the authentication information and the activity behavior information; If the authentication information and the activity behavior information pass the checking, obtaining, according to the user information, appropriateness information corresponding to the user from a preset business database; According to the activity information, determining appropriateness conditions corresponding to the offline activity; Matching the appropriateness information with the appropriateness conditions; If the appropriateness information matches the appropriateness conditions successfully, the compliance checking passes, otherwise, the compliance checking fails; After the compliance checking passes, generating a recommendation clue of the user according to the user information, the activity information, the appropriateness information, and a preset recommendation strategy; Pushing the recommendation clue to an operation system and an instant messaging system in a preset integrated platform through a preset API interface, so as to follow up the recommendation clue.

[0008] In an optional manner, the appropriateness information at least comprises risk tolerance, investment experience, and asset size, and after the compliance checking passes, generating the recommendation clue of the user according to the user information, the activity information, the appropriateness information, and the preset recommendation strategy comprises: After the compliance checking passes, determining a target customer group matching degree of the user and the offline activity according to the user information, the activity information, and the appropriateness information; According to the appropriateness information, determining a risk preference score, an asset score, and a transaction frequency of the user; According to the activity information and the appropriateness information, determining an activity theme matching degree; According to the target customer group matching degree, the risk preference score, the asset score, the transaction frequency, the activity theme matching degree, and a preset weight combination, determining a comprehensive potential score value; Obtaining a potential user with the comprehensive potential score value greater than a preset threshold, and generating a recommendation clue corresponding to the potential user.

[0009] In an optional manner, the activity behavior information comprises current location information and check-in information of the terminal device, and the checking the authentication information and the activity behavior information comprises: checking whether the authentication information is authentication-passed information, checking whether the current location information of the terminal device is same as the activity location of the offline activity, and checking whether the check-in information is check-in-successful information.

[0010] In an optional mode, the method further comprises: if the compliance check passes, feeding back a compliance message to the terminal device, so that the user continues to participate in the offline activity; if the compliance check fails, feeding back a non-compliance message to the terminal device, so as to terminate the user's participation in the subsequent process of the offline activity.

[0011] According to another aspect of the embodiment of the present application, there is provided an offline activity and online recommendation clue linkage system, which comprises a terminal device and a server in the method as described above, The terminal device is configured to acquire user information, activity behavior information and activity information of an offline activity, authenticate a user identity to obtain authentication information, and send the activity data packet to the server after packing the user information, the activity behavior information, the activity information and the authentication information of the user identity.

[0012] In an optional mode, the terminal device is specifically configured to acquire the current location information, acquire the activity information by scanning a two-dimensional code bound to the offline activity, jump to an activity applet, receive the user information input by a user on a page of the activity applet, and authenticate the user identity to obtain the authentication information. The current location information and the authentication information are checked, if both are checked successfully, activity check-in is performed on the page of the activity applet to obtain check-in information, the current location information and the check-in information are taken as the activity behavior information, and the activity data packet is sent to the server after packing the user information, the activity behavior information, the activity information and the authentication information.

[0013] In an optional mode, the terminal device is further configured to, if the current location information and / or the authentication information fails to pass the check, display check-failure information on the page of the activity applet, and terminate the user's participation in the subsequent process of the offline activity.

[0014] According to still another aspect of the embodiment of the present application, there is provided an offline activity and online recommendation clue linkage device, which comprises: The receiving module is configured to receive an activity data packet of an offline activity sent by a terminal device, the activity data packet comprising user information, authentication information of a user identity, activity behavior information and activity information, the activity data packet corresponding to a user one by one. a compliance checking module configured to perform a compliance check on the user according to the activity data packet, the compliance check comprising: checking the authentication information and the activity behavior information; if the authentication information and the activity behavior information pass the check, obtaining appropriateness information corresponding to the user from a preset service database according to the user information; determining appropriateness conditions corresponding to the offline activity according to the activity information; matching the appropriateness information with the appropriateness conditions; if the appropriateness information matches the appropriateness conditions successfully, the compliance check passes; a generation module configured to generate a user recommendation clue according to the user information, the activity information, the appropriateness information and a preset recommendation strategy; a pushing module configured to push the recommendation clue to an operation system and an instant messaging system in a preset integrated platform through a preset API interface, so as to follow up the recommendation clue.

[0015] According to another aspect of the embodiment of the present application, a computer device is provided, comprising a processor, a memory, a communication interface and a communication bus, the processor, the memory and the communication interface complete communication with each other through the communication bus; the memory is used to store at least one executable instruction, and the executable instruction makes the processor execute the method as described above.

[0016] According to another aspect of the embodiment of the present application, a computer readable storage medium is provided, the storage medium stores at least one executable instruction, and the executable instruction makes the computer device execute the method as described above when running on the computer device.

[0017] The embodiment of the present application forms a complete closed-loop ecological system from the performance of offline activities, the attendance of users, the compliance check to the generation and follow-up of recommendation clues, timely collects information when offline activities occur, performs real-time compliance check and quickly generates recommendation clues, is different from the traditional inefficient manual sorting and verification of information of offline activities, can be used as an efficient engine, and thus efficiently processes real-time data generated by offline activities, combines compliance check with the generation of recommendation clues, can timely intercept non-compliant users, fundamentally eliminates the risk of violation caused by the non-compliance of users, and outputs high-quality recommendation clues.

[0018] The above description is only a summary of the technical solutions of the embodiments of the present application. In order to enable the technical means of the embodiments of the present application to be more clearly understood, and to be implemented according to the content of the description, and in order to enable the above and other purposes, characteristics and advantages of the embodiments of the present application to be more apparent and easy to understand, the following specific embodiments of the present application are described. BRIEF DESCRIPTION OF DRAWINGS

[0019] The accompanying drawings are included to provide a further understanding of the application, and are incorporated herein and constitute a part of the detailed description. It should be noted that in the accompanying drawings, the same or similar elements are denoted by the same reference numerals. In the drawings: Figure 1 A flowchart of the offline activity and online recommendation clue linkage method provided by the embodiments of the present application is shown; Figure 2 A structural diagram of the offline activity and online recommendation clue linkage system provided by the embodiments of the present application is shown; Figure 3 A structural diagram of the offline activity and online recommendation clue linkage device provided by the embodiments of the present application is shown; Figure 4 A structural diagram of the computer device provided by the embodiments of the present application is shown. DETAILED DESCRIPTION

[0020] Exemplary embodiments of the present application will be described in greater detail below with reference to the accompanying drawings. Although exemplary embodiments of the present application are shown in the drawings, it should be understood that the present application can be implemented in various forms and should not be limited by the embodiments set forth herein.

[0021] Figure 1 A flowchart of the offline activity and online recommendation clue linkage method applied to a server provided by the embodiments of the present application is shown, as shown in Figure 1 The method includes the following steps: Step 10, receiving an activity data packet of an offline activity sent by a terminal device, wherein the activity data packet includes user information, authentication information of user identity, activity behavior information and activity information, and the activity data packet corresponds to a user one-to-one.

[0022] The terminal device can be a smart phone, a tablet computer or other smart terminal device. The user information includes name, mobile phone number and ID number, etc. The authentication information of user identity is information indicating whether the user identity authentication is passed or not, which is executed on the terminal device. The activity behavior information is behavior information of the user participating in the offline activity, for example, whether the user arrives at the offline activity site or not, whether the user performs activity check-in or not, etc. The activity information includes activity theme, activity content, activity time and location, activity label, etc.

[0023] Wherein, each user corresponds to an activity data packet, and the server can obtain multiple information of the user participating in the offline activity through the terminal device at one time, so as to prepare for the compliance check.

[0024] Step 20, performing compliance check on the user according to the activity data packet, wherein the compliance check is determined by the authenticity of the user identity, the behavior of participating in the activity and the appropriateness of the business, so as to improve the compliance risk control ability.

[0025] The compliance check comprises: verifying the authentication information and the activity behavior information; If the authentication information and the activity behavior information are verified, the appropriateness information corresponding to the user is obtained from the preset business database according to the user information; According to the activity information, the appropriateness condition corresponding to the offline activity is determined; matching the appropriateness information with the appropriateness condition; If the appropriateness information and the appropriateness condition are matched successfully, the compliance check is passed, otherwise the compliance check is not passed.

[0026] Further, the activity behavior information comprises current location information and check-in information of the terminal device, and the verification of the authentication information and the activity behavior information comprises: verifying whether the authentication information is authentication passed information, verifying whether the current location information of the terminal device is the same as the activity location of the offline activity, and verifying whether the check-in information is check-in successful information.

[0027] Wherein, first, the authentication information and the activity behavior information are verified, if the authentication information is authentication passed information, the current location information of the terminal device is the same as the activity location of the offline activity, and the check-in information is check-in successful information, the verification is passed, and the next operation is performed; if the authentication information is not authentication passed information, or the current location information of the terminal device is not the same as the activity location of the offline activity, or the check-in information is not check-in successful information, it means that the user identity authentication fails, or the user does not arrive at the offline activity site, or the user does not perform activity check-in, then the verification is not passed, and the compliance check is not passed, the server can feed back an information of non-compliance to the terminal device, and terminate all subsequent processes of the user participating in the offline activity.

[0028] In this embodiment, taking financial activities as an example, suitability information includes at least risk tolerance, investment experience, and asset size. Corresponding suitability conditions may include activity risk level and investment product restrictions. If the user's authentication information and activity behavior information verification both pass, the suitability information corresponding to the user is obtained from the financial business database based on the user information. Simultaneously, the suitability conditions corresponding to this offline activity are determined based on the activity information, such as activity risk level and investment product restrictions. The user's suitability information is then matched with the suitability conditions of the offline activity. For example, if the activity risk level matches the user's risk tolerance, and the investment product restrictions match the user's investment experience and / or asset size, then the suitability information and suitability conditions are considered successfully matched, and the compliance check passes. If the suitability information and suitability conditions do not match, for example, if the activity risk level does not match the user's risk tolerance (e.g., the activity risk level is high, but the user's risk tolerance is low), then the suitability information and suitability conditions do not match, the compliance check fails, and the server can send a non-compliance message to the terminal device and terminate the user's participation in all subsequent processes of this offline activity.

[0029] If the compliance check is passed, the compliance message can be sent to the terminal device so that the user can continue to participate in offline activities.

[0030] Step 30: After the compliance check is passed, generate recommendation clues for the user based on the user information, the activity information, the suitability information, and the preset recommendation strategy.

[0031] This embodiment generates user recommendation leads by comprehensively analyzing and linking user information and suitability information to the offline event from multiple dimensions. Based on these recommendations, information and products can be pushed to users online. The preset recommendation strategy can be a weighted scoring strategy, which can evaluate the user's overall potential score.

[0032] Further, after the compliance check is passed, generating recommendation clues for the user based on the user information, the activity information, the suitability information, and a preset recommendation strategy includes: After the compliance check is passed, the matching degree between the user and the target customer group of the offline activity is determined based on the user information, the activity information and the suitability information; The user's risk preference score, asset score, and trading frequency are determined based on the suitability information. The activity theme matching degree is determined based on the activity information and the suitability information; The comprehensive potential score is determined based on the target customer group matching degree, the risk preference score, the asset score, the transaction frequency, the activity theme matching degree, and a preset weight combination. Identify potential users whose comprehensive potential score is greater than a preset threshold, and generate recommendation leads corresponding to the potential users.

[0033] The process involves analyzing activity information such as the theme, content, and tags of the event, along with suitability information such as the user's information, risk tolerance, investment experience, and asset size, to determine the match between the user and the target audience of the offline event. This analysis determines whether the offline event is highly targeted or a good match for the user. For example, if the offline event targets men over 30 years old, and the user is a 29-year-old male, the target audience match could be 0.9. Or, if the offline event targets everyone residing in a certain region, and the user resides in that region, the target audience match could be 1.

[0034] Based on suitability information, a user's risk preference score, asset score, and trading frequency are determined. For example, if suitability information indicates a low-risk preference, the risk preference score is 1; a medium-risk preference, 2; and a high-risk preference, 3. A user's assets are in the millions, resulting in an asset score of 1; assets in the tens of millions, 2; and assets in the hundreds of millions, 3. A user's trading frequency is 0.1 if it's once every ten days, and 1 if it's once a day.

[0035] The relevance of the event theme is determined based on the event information and suitability information. For example, if the theme of this offline event is large-scale asset investment and the user's assets are in the hundreds of millions or more, then the user is a good match for this offline event, and the relevance of the event theme is high. For example, the relevance of the event theme is 1.

[0036] Assign corresponding weights w1, w2, w3, w4, and w5 to the target customer group matching degree (a), risk preference score (b), asset score (c), transaction frequency (d), and activity theme matching degree (e). These weights w1, w2, w3, w4, and w5 form a weight combination, and then calculate the user's comprehensive potential score S. S = w1*a + w2*b + w3*c + w4*d + w5*e.

[0037] The system identifies potential users whose overall potential score S is greater than a preset threshold (e.g., 10), thereby filtering out high-potential users and generating recommendation leads for these users. These leads may include structured information such as user information, overall potential score, reasons for recommendation, and the person who will follow up with the recommended user.

[0038] Step 40: Push the recommended leads to the operation system and instant messaging system in the preset integrated platform through the preset API interface to follow up on the recommended leads.

[0039] The server pushes recommended leads to the operation system and instant messaging system in the integrated platform in real time through preset API interfaces (such as WeChat Work interface and CRM system interface). The integrated platform integrates at least the operation system and instant messaging system. Pushing recommended leads to the operation system helps to collect and centrally manage information of users of offline activities. Pushing recommended leads to the instant messaging system specifically pushes recommended leads to the relevant business personnel so that they can connect with and follow up with users in a timely manner based on the recommended leads. This forms a full-link linkage from offline activity participation to online recommendation and follow-up, realizing the automatic generation and push of recommended leads at the minute or even real-time level.

[0040] This invention, through its embodiments, forms a complete closed-loop ecosystem of information flow, encompassing offline activities, user attendance, compliance verification, and the generation and follow-up of recommended leads. It collects information promptly during offline activities, performs real-time compliance checks, and rapidly generates recommended leads. Unlike the inefficient manual processing and verification of information in traditional offline activities, this invention acts as a highly efficient engine, efficiently processing real-time data generated by offline activities. By combining compliance checks with recommended lead generation, it can promptly intercept non-compliant users, fundamentally eliminating the risk of violations caused by unsuitable users and producing high-quality recommended leads.

[0041] This invention also provides a system for linking offline activities with online recommendation leads, the system including terminal devices and a server as described above, such as... Figure 2 As shown, the terminal device is used to obtain user information, offline activity behavior information, and activity information, authenticate the user's identity to obtain authentication information, and package the user information, the activity behavior information, the activity information, and the user's authentication information into an activity data packet and send it to the server.

[0042] The terminal device can be a smart terminal device such as a smartphone or tablet. User information includes name, mobile phone number, and ID card number; user authentication information is performed on the terminal device, indicating whether the user's identity authentication is successful or not; activity behavior information refers to the user's behavior in participating in offline activities, such as whether the user arrived at the offline event venue, whether the user checked in, etc.; activity information includes the activity theme, activity content, activity time and location, and activity tags, etc.

[0043] Each user corresponds to an activity data packet. In this embodiment, the terminal device can obtain a variety of information about the user's participation in offline activities at one time and send it to the server for compliance check.

[0044] In one embodiment, a user can access the webpage corresponding to the offline activity on a terminal device, and then provide user information on the webpage, authenticate the user's identity, and check in on the webpage. The terminal device can use its own positioning function to obtain location information, and then package the above information into an activity data packet and send it to the server.

[0045] In another embodiment, the terminal device is specifically used to: obtain the current location information, obtain the activity information by scanning the QR code bound to the offline activity, jump to the activity mini-program, receive the user information entered by the user on the page of the activity mini-program, and authenticate the user's identity to obtain the authentication information; The current location information and the authentication information are verified. If both are verified successfully, the user checks in on the activity mini-program page to obtain check-in information. The current location information and the check-in information are used as the activity behavior information. The user information, the activity behavior information, the activity information, and the authentication information are packaged into an activity data packet and sent to the server.

[0046] In this implementation, a mini-program corresponding to the offline activity can be deployed on the terminal device. At the offline activity site, a unique QR code linked to the activity can be set up. This QR code contains activity information, and scanning it redirects to the mini-program for user authentication, activity check-in, and other functions. By using QR codes and the mini-program, the activity process is convenient and efficient, enabling rapid collection and transmission of fragmented information from offline activities without the need for manual processing and verification, thus solving the problem of information disconnect between offline activities and online platforms.

[0047] Furthermore, if the verification of the current location information and / or the authentication information fails, the verification failure information will be displayed on the page of the activity mini-program, and the user's participation in the subsequent process of the offline activity will be terminated.

[0048] Figure 3 A schematic diagram of the structure of the device for linking offline activities and online recommendation leads according to an embodiment of the present invention is shown. Figure 3 As shown, the device includes: The receiving module 301 is used to receive activity data packets of offline activities sent by the terminal device. The activity data packets include user information, user identity authentication information, activity behavior information and activity information. Each activity data packet corresponds to a user. The compliance check module 302 is used to perform a compliance check on the user based on the activity data packet, the compliance check including: The authentication information and the activity behavior information are verified; If both the authentication information and the activity behavior information pass the verification, then the appropriateness information corresponding to the user is obtained from the preset business database based on the user information. Based on the activity information, determine the appropriateness conditions for the offline activity; Match the suitability information with the suitability conditions; If the suitability information matches the suitability conditions, the compliance check is passed; The generation module 303 is used to generate the user recommendation clues based on the user information, the activity information, the suitability information, and the preset recommendation strategy. The push module 304 is used to push the recommended leads to the operation system and instant messaging system in the preset integrated platform through a preset API interface, so as to follow up on the recommended leads.

[0049] The embodiment of the device for linking offline activities with online recommendation leads is basically the same as the embodiment of the method for linking offline activities with online recommendation leads described above, and the above embodiments can be referred to.

[0050] This invention, through its embodiments, forms a complete closed-loop ecosystem of information flow, encompassing offline activities, user attendance, compliance verification, and the generation and follow-up of recommended leads. It collects information promptly during offline activities, performs real-time compliance checks, and rapidly generates recommended leads. Unlike the inefficient manual processing and verification of information in traditional offline activities, this invention acts as a highly efficient engine, efficiently processing real-time data generated by offline activities. By combining compliance checks with recommended lead generation, it can promptly intercept non-compliant users, fundamentally eliminating the risk of violations caused by unsuitable users and producing high-quality recommended leads.

[0051] Figure 4 The diagram shows a structural schematic of an embodiment of the computer device of the present invention. The specific embodiments of the present invention do not limit the specific implementation of the computer device.

[0052] like Figure 4 As shown, the computer device may include: a processor 402, a communications interface 404, a memory 406, and a communications bus 408.

[0053] The processor 402, communication interface 404, and memory 406 communicate with each other via communication bus 408. Communication interface 404 is used to communicate with other computer devices, such as clients or other server network elements. The processor 402 executes program 410, specifically performing the relevant steps described above in the computer device embodiment.

[0054] Specifically, program 410 may include program code, which includes computer-executable instructions.

[0055] Processor 402 may be a central processing unit (CPU), an application-specific integrated circuit (ASIC), or one or more integrated circuits configured to implement embodiments of the present invention. The computer device includes one or more processors, which may be processors of the same type, such as one or more CPUs; or processors of different types, such as one or more CPUs and one or more ASICs.

[0056] Memory 406 is used to store program 410. Memory 406 may include high-speed RAM memory, and may also include non-volatile memory, such as at least one disk storage device.

[0057] Specifically, program 410 can be called by processor 402 to cause the computer device to perform the following operations: The device receives an activity data packet for an offline activity sent by a terminal device. The activity data packet includes user information, user authentication information, activity behavior information, and activity information. Each activity data packet corresponds to a user. The user is subjected to a compliance check based on the activity data packet, the compliance check including: The authentication information and the activity behavior information are verified; If both the authentication information and the activity behavior information pass the verification, then the appropriateness information corresponding to the user is obtained from the preset business database based on the user information. Based on the activity information, determine the appropriateness conditions for the offline activity; Match the suitability information with the suitability conditions; If the suitability information matches the suitability conditions, the compliance check passes; otherwise, the compliance check fails. After the compliance check is passed, recommendation clues for the user are generated based on the user information, the activity information, the suitability information, and the preset recommendation strategy. The recommended leads are pushed to the operation system and instant messaging system in the preset integrated platform through a preset API interface in order to follow up on the recommended leads.

[0058] In an optional embodiment, the suitability information includes at least risk tolerance, investment experience, and asset size. After the compliance check is passed, generating recommendation leads for the user based on the user information, the activity information, the suitability information, and a preset recommendation strategy includes: After the compliance check is passed, the matching degree between the user and the target customer group of the offline activity is determined based on the user information, the activity information and the suitability information; The user's risk preference score, asset score, and trading frequency are determined based on the suitability information. The activity theme matching degree is determined based on the activity information and the suitability information; The comprehensive potential score is determined based on the target customer group matching degree, the risk preference score, the asset score, the transaction frequency, the activity theme matching degree, and a preset weight combination. Identify potential users whose comprehensive potential score is greater than a preset threshold, and generate recommendation leads corresponding to the potential users.

[0059] In an optional embodiment, the activity behavior information includes the current location information and check-in information of the terminal device, and the verification of the authentication information and the activity behavior information includes: The system verifies whether the authentication information is successfully authenticated, whether the current location information of the terminal device is the same as the location of the offline activity, and whether the check-in information is a successful check-in.

[0060] In an optional embodiment, it further includes: If the compliance check is passed, a compliance message will be sent to the terminal device so that the user can continue to participate in the offline activity; If the compliance check fails, a non-compliance message will be sent to the terminal device to terminate the user's participation in the subsequent processes of the offline activity.

[0061] This invention provides a computer-readable storage medium storing at least one executable instruction that, when executed on a computer device, causes the computer device to perform any of the above-described method embodiments.

[0062] This invention provides a computer program that can be invoked by a processor to cause a computer device to execute any of the above-described method embodiments.

[0063] This invention provides a computer program product, which includes a computer program stored on a computer-readable storage medium. The computer program includes program instructions that, when executed on a computer, cause the computer to perform any of the above-described method embodiments.

[0064] The algorithms or displays provided herein are not inherently related to any particular computer, virtual system, or other device. Various general-purpose systems can also be used in conjunction with the teachings herein. The required structure for constructing such systems is apparent from the above description. Furthermore, the embodiments of the present invention are not directed to any particular programming language. It should be understood that the content of the invention described herein can be implemented using various programming languages, and the above description of specific languages ​​is for the purpose of disclosing the best mode of implementation of the invention.

[0065] Numerous specific details are set forth in the specification provided herein. However, it will be understood that embodiments of the invention may be practiced without these specific details. In some instances, well-known methods, structures, and techniques have not been shown in detail so as not to obscure the understanding of this specification.

[0066] Similarly, it should be understood that, in order to streamline the invention and aid in understanding one or more of the various aspects of the invention, features of the embodiments of the invention are sometimes grouped together in a single embodiment, figure, or description thereof in the above description of exemplary embodiments of the invention. However, this disclosure should not be construed as reflecting an intention that the claimed invention requires more features than are expressly recited in each claim.

[0067] Those skilled in the art will understand that modules in the computer device of the embodiments can be adaptively changed and placed in one or more computer devices different from that embodiment. Modules, units, or components in the embodiments can be combined into a single module, unit, or component, and can be divided into multiple sub-modules, sub-units, or sub-components. Except where at least some of such features and / or processes or units are mutually exclusive, any combination can be used to combine all features disclosed in this specification (including the accompanying claims, abstract, and drawings) and all processes or units of any method or computer device so disclosed. Unless expressly stated otherwise, each feature disclosed in this specification (including the accompanying claims, abstract, and drawings) may be replaced by an alternative feature that serves the same, equivalent, or similar purpose.

[0068] It should be noted that the above embodiments are illustrative of the invention and not restrictive, and that those skilled in the art can devise alternative embodiments without departing from the scope of the appended claims. In the claims, any reference signs placed between parentheses should not be construed as limiting the claims. The word "comprising" does not exclude the presence of elements or steps not listed in the claims. The word "a" or "an" preceding an element does not exclude the presence of a plurality of such elements. The invention can be implemented by means of hardware comprising several different elements and by means of a suitably programmed computer. In the unit claims enumerating several means, several of these means may be embodied by the same item of hardware. The use of the words first, second, and third, etc., does not indicate any order. These words can be interpreted as names. The steps in the above embodiments, unless otherwise specified, should not be construed as limiting the order of execution.

Claims

1. A method for linking offline activities with online recommendation leads, applied to a server, characterized in that, The method comprises: receiving an offline activity data packet sent by a terminal device, the data packet comprising user information, authentication information of user identity, activity behavior information and activity information, the data packet corresponding to a user; performing compliance checking on the user according to the data packet, the compliance checking comprising: checking the authentication information and the activity behavior information; if the authentication information and the activity behavior information are both checked, obtaining suitability information corresponding to the user from a preset business database according to the user information; determining suitability conditions corresponding to the offline activity according to the activity information; matching the suitability information with the suitability conditions; if the suitability information and the suitability conditions are successfully matched, the compliance checking is passed, otherwise the compliance checking is not passed; after the compliance checking is passed, generating a recommendation clue for the user according to the user information, the activity information, the suitability information and a preset recommendation strategy; pushing the recommendation clue to an operation system and an instant messaging system in a preset integrated platform through a preset API interface, so as to follow up the recommendation clue.

2. The method of claim 1, wherein, The suitability information at least comprises risk tolerance, investment experience and asset size, and the generation of the recommendation clue for the user after the compliance checking is passed according to the user information, the activity information, the suitability information and the preset recommendation strategy comprises: after the compliance checking is passed, determining a target customer group matching degree of the user and the offline activity according to the user information, the activity information and the suitability information; determining a risk preference score, an asset score and a transaction frequency of the user according to the suitability information; determining an activity theme matching degree according to the activity information and the suitability information; determining a comprehensive potential score according to the target customer group matching degree, the risk preference score, the asset score, the transaction frequency, the activity theme matching degree and a preset weight combination; obtaining a potential user with a comprehensive potential score greater than a preset threshold, and generating a recommendation clue corresponding to the potential user.

3. The method of claim 1, wherein, The activity behavior information comprises current location information and check-in information of the terminal device, and the checking of the authentication information and the activity behavior information comprises: checking whether the authentication information is authentication-passed information, checking whether the current location information of the terminal device is the same as an activity location of the offline activity, and checking whether the check-in information is check-in-successful information.

4. The method of claim 1, wherein, The method further comprises: if the compliance checking is passed, feeding back a compliance message to the terminal device, so that the user continues to participate in the offline activity; if the compliance checking is not passed, feeding back a non-compliance message to the terminal device, so as to terminate a subsequent process of the user participating in the offline activity.

5. An offline activity and online recommendation clue linkage system, characterized in that, The system comprises a terminal device and a server in the method of any one of claims 1-4. The terminal device is configured to obtain user information, activity behavior information and activity information of an offline activity, authenticate a user identity to obtain authentication information, and send the user information, the activity behavior information, the activity information and the authentication information of the user identity to the server as an activity data packet.

6. The system of claim 5, wherein, The terminal device is specifically configured to obtain the current location information, obtain the activity information by scanning a two-dimensional code bound to the offline activity, jump to an activity applet, receive the user information input by a user on a page of the activity applet, and authenticate the user identity to obtain the authentication information. The current location information and the authentication information are checked. If both are checked successfully, activity check-in is performed on the page of the activity applet to obtain check-in information, the current location information and the check-in information are taken as the activity behavior information, and the user information, the activity behavior information, the activity information and the authentication information are sent to the server as an activity data packet.

7. The system of claim 6, wherein, The terminal device is further configured to display information about check-in failure on the page of the activity applet and terminate subsequent processes of the user participating in the offline activity if the current location information and / or the authentication information fails to pass the check.

8. An off-line activity and on-line recommendation clue linkage device, characterized in that, The device comprises: A receiving module configured to receive an activity data packet of an offline activity sent by a terminal device, the activity data packet comprising user information, authentication information of a user identity, activity behavior information and activity information, and the activity data packet corresponding to a user one-to-one; A compliance checking module configured to perform compliance checking on the user according to the activity data packet, the compliance checking comprising: checking the authentication information and the activity behavior information; if the authentication information and the activity behavior information both pass the check, obtaining appropriateness information corresponding to the user from a preset business database according to the user information; determining an appropriateness condition corresponding to the offline activity according to the activity information; matching the appropriateness information with the appropriateness condition; if the appropriateness information and the appropriateness condition match successfully, the compliance checking passes; A generating module configured to generate a user recommendation clue according to the user information, the activity information, the appropriateness information and a preset recommendation strategy; A pushing module configured to push the recommendation clue to an operation system and an instant messaging system in a preset integrated platform through a preset API interface, so as to follow up the recommendation clue.

9. A computer device, comprising: comprise: a processor, a memory, a communication interface and a communication bus, the processor, the memory and the communication interface complete communication with each other through the communication bus; the memory is configured to store at least one executable instruction, and the executable instruction causes the processor to execute the method in any one of claims 1-4.

10. A computer-readable storage medium, characterized in that, The storage medium stores at least one executable instruction, and the executable instruction causes the computer device to execute the method in any one of claims 1-4 when the computer device runs.

Images