Dynamic configuration method, device and equipment of evaluation tool, medium and computer program product

Abstract

The invention discloses a dynamic configuration method, device and equipment of an evaluation tool, a medium and a computer program product, and is applied to the technical field of computers, the method comprises the following steps: receiving an evaluation object configuration operation, and determining an evaluation object of the evaluation tool; wherein the evaluation objects comprise network institutions, employees and clients; receiving a category tree configuration operation, and determining the number of levels of the category tree, the number of nodes of each level, an evaluation index of each node and an evaluation weight of each node at the current level according to the type of the evaluation object and the information of the category tree configuration operation; receiving an evaluation rule configuration operation, and determining a quantitative calculation rule of an evaluation index of each node for configuration; and evaluating the evaluation object based on the category tree. According to the technical scheme, comprehensive evaluation can be realized through category tree hierarchical refinement and weight distribution for different evaluation objects, an efficient and multi-demand integrated value evaluation tool is provided for enterprises, and the adaptive capacity of the evaluation tool is improved.

Description

TECHNICAL FIELD

[0001] The present application belongs to the technical field of computer, and particularly relates to a dynamic configuration method and device of an evaluation tool, equipment, medium and computer program product. BACKGROUND

[0002] With the rapid development of science and technology and the gradual improvement of digitalization, in the new situation of intensified industry competition, each enterprise is trying to accurately grasp the business capabilities of employees through digital tools.

[0003] At present, some enterprises evaluate employees by using fixed evaluation indicators or report forms. The process is usually to determine the range of each line evaluation indicator, process the indicator results, and carry out evaluation management based on data. When the evaluation requirements change, new indicators need to be added and put into production again. However, this method not only has scattered indicators, lacks a comprehensive value evaluation system, can only realize single indicator evaluation, and cannot comprehensively measure the comprehensive value contribution of the evaluation object, but also has the problem of insufficient flexibility, cannot flexibly adjust the indicator evaluation coefficient according to dynamic needs, needs to be adjusted by redeveloping and putting into production, is low in efficiency, needs additional labor cost, and is difficult to set differentiated evaluation rules for different evaluation objects, can only continuously add indicators, and leads to a long development cycle of the evaluation system. Therefore, how to propose a new evaluation method is a technical problem that needs to be solved by those skilled in the art. SUMMARY

[0004] The embodiments of the present application provide a dynamic configuration method, device and equipment of an evaluation tool and a computer storage medium. The purpose of the present application is to solve the technical problems of scattered indicators, lack of comprehensive evaluation system, insufficient flexibility of evaluation mechanism, and difficulty in setting differentiated rules in the existing enterprise employee evaluation.

[0005] In a first aspect, the embodiments of the present application provide a dynamic configuration method of an evaluation tool, which comprises: receiving an evaluation object configuration operation to determine the evaluation object of the evaluation tool; wherein the evaluation object comprises a network organization, an employee and a customer; receiving a category tree configuration operation, determining the number of levels of the category tree, the number of nodes of each level, the evaluation indicators of each node and the evaluation weight of each node in the current level according to the type of the evaluation object and the information of the category tree configuration operation; wherein the evaluation indicators of the child nodes are the refined indicators of the evaluation indicators of the parent nodes in at least one dimension; receiving an evaluation rule configuration operation to configure the quantitative calculation rule of the evaluation indicators of each node in the category tree; If an evaluation trigger event of the evaluation tool is monitored, the evaluation object is evaluated based on the category tree, and an evaluation result output by the evaluation tool is obtained.

[0006] In some implementable embodiments, the method further comprises: receiving an evaluation period configuration operation, and determining an evaluation period of the evaluation tool; The evaluation trigger event comprises system time reaching a time corresponding to the evaluation period.

[0007] In some implementable embodiments, the method further comprises: receiving an evaluation template configuration operation, and preconfiguring a number of levels of the category tree, a number of nodes of each level, an evaluation index of each node, and an evaluation weight of each node at a current level, and storing the preconfigurations in association with a type of the evaluation object as an evaluation template; Before receiving the category tree configuration operation, the method further comprises: receiving an evaluation template selection operation, and calling a category tree corresponding to the selected evaluation template to obtain a configuration result of the category tree.

[0008] In some implementable embodiments, after obtaining the configuration result of the category tree, the method further comprises: receiving an adjustment operation of the category tree, and adjusting at least one of the number of levels of the category tree, the number of nodes of each level, the evaluation index of each node, and the evaluation weight of each node at the current level of the evaluation template, and determining an adjusted category tree as the configuration result of the category tree.

[0009] In some implementable embodiments, the evaluation template further comprises an evaluation period of the evaluation tool; After calling the category tree corresponding to the selected evaluation template, the method further comprises: If system time reaches a time corresponding to the evaluation period, the evaluation object is evaluated based on the category tree, and an evaluation result output by the evaluation tool is obtained.

[0010] In some implementable embodiments, evaluating the evaluation object based on the category tree to obtain the evaluation result output by the evaluation tool comprises: acquiring target data from a business standard pool based on the evaluation object and an evaluation index of each node in the category tree; calculating the target data according to a quantification calculation rule of the evaluation index of each node in the category tree to obtain an output result of a current node; performing weighted calculation according to the evaluation weight of each node at the current level in the category tree and the output result of the current node, and passing a calculation result to a parent node of the current node. According to the final calculation result obtained by layer-by-layer transmission, the evaluation result output by the evaluation tool is determined.

[0011] In a second aspect, an embodiment of the present application provides a dynamic configuration device of an evaluation tool, which comprises: An evaluation object configuration module configured to receive an evaluation object configuration operation and determine an evaluation object of the evaluation tool; wherein the evaluation object comprises a network agency, an employee and a customer; A category tree configuration module configured to receive a category tree configuration operation, and determine a number of levels of the category tree, a number of nodes of each level, an evaluation index of each node and an evaluation weight of each node at a current level according to a type of the evaluation object and information of the category tree configuration operation; wherein the evaluation index of a child node is a refined index of the evaluation index of a parent node in at least one dimension; An evaluation rule configuration module configured to receive an evaluation rule configuration operation, and configure a quantitative calculation rule of the evaluation index of each node in the category tree; An evaluation execution module configured to, if an evaluation trigger event of the evaluation tool is monitored, evaluate the evaluation object based on the category tree, and obtain an evaluation result output by the evaluation tool.

[0012] In a third aspect, an embodiment of the present application provides a dynamic configuration device of an evaluation tool, which comprises: A processor and a memory storing computer program instructions; the processor implements the dynamic configuration method of the evaluation tool of any one of the above aspects when executing the computer program instructions.

[0013] In a fourth aspect, an embodiment of the present application provides a computer storage medium, and the computer readable storage medium stores computer program instructions, and the computer program instructions are executed by a processor to implement the dynamic configuration method of the evaluation tool of any one of the above aspects.

[0014] In a fifth aspect, an embodiment of the present application provides a computer program product, and instructions in the computer program product are executed by a processor of a dynamic configuration device of an evaluation tool, so that the dynamic configuration device of the evaluation tool can execute the dynamic configuration method of the evaluation tool of any one of the above aspects.

[0015] The dynamic configuration method, device, equipment, medium and computer program product of the evaluation tool provided by the embodiments of the present application can flexibly configure the evaluation object, the multi-level category tree and the quantitative evaluation rule, build a comprehensive value evaluation system, and effectively solve the problems of scattered indexes, insufficient flexibility and lack of expandability of the existing evaluation method. It can be adaptively applied to different evaluation objects such as network institutions, employees and customers, realize comprehensive evaluation through category tree level refinement and weight distribution, and dynamically adjust the evaluation rules and coefficients, so that it can respond to various needs without redeveloping, provide efficient and multi-demand integrated value evaluation tools for enterprises, and improve the adaptability of the evaluation tool and the objectivity of the evaluation result. BRIEF DESCRIPTION OF DRAWINGS

[0016] In order to more clearly illustrate the technical solutions of the embodiments of the present application, the drawings required to be used in the embodiments of the present application will be briefly introduced. Those skilled in the art can obtain other drawings according to these drawings without creative labor.

[0017] Figure 1 is a flowchart of the dynamic configuration method of the evaluation tool provided by the embodiments of the present application; Figure 2 is a schematic diagram of the evaluation configuration process provided by the embodiments of the present application; Figure 3 is a schematic diagram of the category tree configuration result provided by the embodiments of the present application; Figure 4 is a structural schematic diagram of the dynamic configuration device of the evaluation tool provided by the embodiments of the present application; Figure 5 is a structural schematic diagram of the dynamic configuration equipment of the evaluation tool provided by the embodiments of the present application. DETAILED DESCRIPTION

[0018] The features and exemplary embodiments of various aspects of the present application will be described in detail below. In order to make the purpose, technical solutions and advantages of the present application more clear and apparent, the present application will be further described in detail below in combination with the drawings and specific embodiments. It should be understood that the specific embodiments described herein are only intended to explain the present application, but not to limit the present application. The present application can be implemented without some of these specific details by those skilled in the art. The following description of the embodiments is only to provide a better understanding of the present application by showing examples of the present application.

[0019] It should be noted that the relative terms, such as first and second, and the like, are used herein only to distinguish one entity or operation from another, and do not necessarily require or imply any actual such relationship or order between such entities or operations. Moreover, the terms "comprises", "comprising", or any other variations thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but can include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without more limitations, an element defined by an "comprising" statement is not excluded from a process, method, article, or apparatus that includes the element, even if the same process, method, article, or apparatus also includes other identical elements.

[0020] It should be noted that the acquisition, storage, use and processing of data in the embodiments of the present application comply with the relevant provisions of national laws and regulations.

[0021] It should be noted that in the embodiments of the present application, some software, components, models and other existing solutions in the industry may be mentioned, which should be considered as exemplary, and the purpose is only to illustrate the feasibility of the implementation of the technical solutions of the present application, but it does not mean that the applicant has or will necessarily use the solution.

[0022] To solve the problems in the prior art, the embodiments of the present application provide a dynamic configuration method, device and equipment of an evaluation tool and a computer storage medium.

[0023] First, the dynamic configuration method of the evaluation tool provided by the embodiments of the present application will be introduced.

[0024] Figure 1 is a flowchart of the dynamic configuration method of the evaluation tool provided by the embodiments of the present application. As shown in Figure 1 , the method can include the following steps: S101, receiving an evaluation object configuration operation, and determining an evaluation object of an evaluation tool; wherein the evaluation object includes a network organization, an employee and a customer; The evaluation object can be a network organization, an employee or a customer. Taking a bank as an example, according to the management requirements of each branch, the private and public types can be further subdivided, for example, individual savings customers in private customers, enterprise legal customers in public customers, or network organizations of different levels such as first-level branch and second-level network, and employees of different posts such as customer managers and clerks.

[0025] The evaluation object configuration operation is a target subject setting operation initiated by a configuration personnel through a visual interactive interface of an evaluation tool. For example, a branch operation management personnel checks the subject types to be included in the evaluation through an evaluation configuration module in the system background, or manually inputs the self-defined evaluation object categories and related attribute information.

[0026] The receiving is performed by an operation capture module of the evaluation tool. The module accurately captures operation data such as clicks, inputs, or selections related to the evaluation object configuration by real-time monitoring of operation instruction streams of the configuration interface, and transmits the data to a processing module.

[0027] The determination is completed by a logic processing module of the evaluation tool. The module analyzes and verifies the received configuration operation data, removes invalid configuration information, selects evaluation subjects that meet the branch management requirements, forms a structured evaluation object list, and stores it in a system database for subsequent configuration steps.

[0028] In S102, a category tree configuration operation is received, and the number of levels of the category tree, the number of nodes of each level, the evaluation indicators of each node, and the evaluation weight of each node in the current level are determined according to the type of the evaluation object and the information of the category tree configuration operation. The evaluation indicators of the child nodes are the refined indicators of the evaluation indicators of the parent nodes in at least one dimension. The category tree is a multi-level tree structure used to integrate scattered evaluation indicators. It can set root nodes, first-level categories, second-level categories, third-level categories, and other multi-level nodes. Each node corresponds to a specific evaluation dimension. For example, the root node sets first-level categories such as "customer account" and "business contribution". The first-level categories are further divided into second-level and third-level categories, forming a systematic evaluation indicator system.

[0029] The category tree configuration operation is a comprehensive setting operation initiated by a configuration personnel for the structure and parameters of the category tree. For example, the configuration personnel sets the number of levels, adds or deletes nodes at each level, defines the evaluation indicators corresponding to the nodes, and assigns weights to the nodes through the system category configuration interface.

[0030] The type of the evaluation object is the specific category to which the evaluation object belongs. For example, it can be a private client type, a public institution type, a client manager position type, and a teller position type. Different types of evaluation objects correspond to different business scenarios and evaluation focuses.

[0031] The number of levels is the total number of node levels in the category tree, which can be flexibly set according to the evaluation precision requirements. For example, for complex branch organization evaluation, 4 levels or more levels can be set. For simple individual employee evaluation, 3 levels can be set. Different levels can also be set on different branches based on the evaluation indicator requirements for flexible configuration.

[0032] The number of nodes at each level is the number of nodes included at each level, for example, two secondary nodes of “account” and “customer” can be set under the “customer account” primary category, and five tertiary nodes of “debit card”, “social security card”, “credit card”, etc. are set under the “account” secondary node.

[0033] The evaluation index is a specific business parameter for measuring the value contribution of the evaluation object, such as the number of debit card holders, the number of social security card accounts, the number of fast loan customers, and the amount of fast payment transactions, etc. The child node index is a dimensional refinement of the parent node index, for example, the “debit card” and “social security card” tertiary category indexes under the “account” secondary category are a refinement of the “customer account” primary category index in the account type dimension, ensuring the logicality and relevance of the index system.

[0034] The evaluation weight is the importance coefficient of each node at the current level, with a coefficient value range of 0-100%, the higher the coefficient, the higher the proportion of the node's evaluation score, and the greater the influence on the evaluation results of the superior node and the root node, for example, a weight of 20% is set for the “customer account” primary category, and a weight of 30% is set for the “debit card” tertiary category.

[0035] The present scheme can obtain the category tree related setting instructions, parameter data and operation logs initiated by the configuration personnel in real time, and ensure the integrity and accuracy of the configuration information. Specifically, the business characteristics and evaluation requirements corresponding to the evaluation object type can be analyzed first, and then the logical analysis is performed in combination with the category tree configuration operation information to determine the hierarchical structure of the category tree, the distribution of nodes at each level, the evaluation index corresponding to the node and the weight allocation scheme. After verification, the configuration parameters are locked, and a visual category tree structure is generated for the configuration personnel to confirm.

[0036] S103, receiving an evaluation rule configuration operation to configure the quantitative calculation rule of the evaluation index of each node in the category tree; The evaluation rule configuration operation can be a personalized setting operation initiated by the configuration personnel for the quantitative calculation method of each node index, for example, inputting a special calculation formula for each node, setting an index coefficient, selecting a data retrieval range, etc. through a system rule configuration interface.

[0037] The quantitative calculation rule is a mathematical logic for calculating the node evaluation result, the leaf end node can adopt the formula form of “[index 1]*coefficient 1+[index 2]*coefficient 2”, for example, “[debit card type 1 number]*0.6+[debit card type 2 number]*0.4, multiplied by the base value 50”, and the non-end node can be set as the evaluation result aggregation rule of the lower category, for example, the primary category evaluation result is the weighted sum of all secondary category evaluation results under it.

[0038] The scheme can support various configuration modes such as text input and formula selection, capture the calculation rule related information input by the configuration personnel in real time, and perform real-time verification on formula syntax and coefficient value, to ensure the effectiveness of the configuration rule. Then, the quantified calculation rule that passes the verification is bound to the corresponding category tree node to generate an executable calculation logic script, which is stored in the rule engine and automatically called when the evaluation trigger is triggered.

[0039] In S104, if the evaluation trigger event of the evaluation tool is monitored, the evaluation object is evaluated based on the category tree, and the evaluation result output by the evaluation tool is obtained.

[0040] The evaluation trigger event is a trigger condition for starting the evaluation process, including manual triggering and automatic triggering, such as a manual evaluation instruction initiated by the configuration personnel through the system interface, an automatic trigger signal when the system time reaches the preset evaluation period, and the like.

[0041] The scheme can monitor system operation instructions and time nodes in real time, and continuously scan the trigger condition threshold. Once a trigger event that meets the requirements is detected, a start signal is immediately sent to the evaluation execution module.

[0042] The evaluation tool automatically completes the whole process of data retrieval, calculation or summary according to the preset configuration, specifically including retrieving relevant index data of the evaluation object from the business database, calculating the evaluation results of each node according to the quantified calculation rules corresponding to the category tree nodes, and performing hierarchical aggregation according to the weights.

[0043] The evaluation result is the quantified evaluation data output by the evaluation tool, including the scores of each level node, the comprehensive score of the evaluation object, the ranking information between different evaluation objects, and the like, such as the comprehensive score of 85 points of a certain network organization, ranking the third in the branch.

[0044] After receiving the start signal, the evaluation object list in the database, the category tree configuration information and the calculation logic in the rule engine are called in sequence, and the data processing, hierarchical calculation and result summary are automatically completed, finally generating a structured evaluation result report, which supports online viewing, exporting and other operations.

[0045] The technical scheme provided in the embodiment can flexibly configure various evaluation objects, and during the configuration of the category tree, reasonable configuration can be performed according to the configuration operation and the evaluation object, to realize automatic triggering and efficient execution of the evaluation process. Based on the preset category tree and evaluation rules, the whole process from data retrieval to result generation does not require manual intervention, which not only solves the problem that the existing technology cannot comprehensively measure the comprehensive value contribution, but also greatly improves the evaluation efficiency and result accuracy, providing timely and reliable reference basis for branch operation decision-making.

[0046] In an implementable embodiment, the method further comprises: receiving an evaluation period configuration operation, determining an evaluation period of the evaluation tool; The evaluation trigger event comprises a system time reaching a time corresponding to the evaluation period.

[0047] The evaluation period configuration operation is an evaluation execution frequency setting operation initiated by a configuration personnel through a system period configuration interface, for example, selecting a period type such as day, month, quarter, or year, or customizing a specific evaluation date.

[0048] The evaluation period is a time interval for automatic execution of the evaluation tool, for example, automatic execution of the evaluation once a day at dawn, execution of the evaluation once a month at the end of the month, and execution of the evaluation once a quarter on the last working day.

[0049] The present scheme can obtain the period type and specific time set by the configuration personnel, perform format verification, and store the information in a system configuration library. The configured evaluation period is bound to a time trigger mechanism in the event monitoring module to generate a periodic trigger task.

[0050] The present technical scheme can realize flexible setting and automatic triggering of the evaluation period, support different frequency adaptation such as day, month, quarter, or year to adapt to the regular assessment needs of commercial banks, and does not require manual start of the evaluation process, thereby reducing labor cost investment, ensuring the regularity and timeliness of the evaluation work, and improving the automation level of the evaluation management.

[0051] In an implementable embodiment, the method further comprises: receiving an evaluation template configuration operation, preconfiguring the number of levels of the category tree, the number of nodes of each level, the evaluation indicators of each node, and the evaluation weight of each node at the current level, and storing the information in association with the type of the evaluation object as an evaluation template; Before receiving the category tree configuration operation, the method further comprises: receiving an evaluation template selection operation, calling the category tree corresponding to the selected evaluation template, and obtaining a configuration result of the category tree.

[0052] The evaluation template configuration operation is a standardized configuration operation initiated by a configuration personnel, for example, inputting a unique template number and template name, pre-setting parameters such as the number of levels, nodes, indicators, and weights of the category tree, and specifying the type of the evaluation object corresponding to the template.

[0053] The evaluation template is a standardized configuration set preconfigured with complete category tree parameters and associated with the type of the evaluation object. Each template is stored independently, for example, a “personal value evaluation template” for private customers and an “institutional operation evaluation template” for branches.

[0054] The association storage is to logically bind pre-configured category tree parameters and corresponding evaluation object types, and store them in a template database of the evaluation tool according to a unified data format, so as to ensure consistency and accuracy when the template is called.

[0055] The evaluation template selection operation is a target template selection operation initiated by a configuration personnel through a system template selection interface, for example, a template number, a template name fuzzy query, or a selection according to an evaluation object type, checking a required template and submitting a selection instruction. Specifically, the template database can be queried according to the selection operation, and complete category tree configuration parameters corresponding to the target template are extracted, including the number of levels, node distribution, index list, and weight allocation.

[0056] The scheme can directly use the called category tree configuration parameters as the basic configuration result of the current evaluation, without the configuration personnel repeating the category tree setting, and only needs to make fine adjustments according to actual needs.

[0057] The technical scheme provided in the embodiment is based on pre-configuration and reuse of multiple sets of pre-configured evaluation templates, which greatly reduces the repeated configuration workload, reduces the index development amount, meets the individualized assessment requirements of different branches and different evaluation objects, shortens the configuration period, and reduces the operation complexity of the evaluation tool.

[0058] In an implementable embodiment, after obtaining the configuration result of the category tree, the method further includes: Receiving an adjustment operation of the category tree, adjusting at least one of the number of levels of the category tree, the number of nodes of each level, the evaluation index of each node, and the evaluation weight of each node in the current level of the evaluation template, and determining the adjusted category tree as the configuration result of the category tree.

[0059] The adjustment operation of the category tree can be a local modification operation initiated by the configuration personnel for the category tree parameters of the called template, for example, adding a three-level node, deleting a redundant “current deposit” two-level node, replacing the “fast loan customer number” index with the “fast loan amount” index, adjusting the weight of a node from 20% to 25%, etc. Specifically, the level structure, node information, index list, or weight coefficient of the category tree can be accurately modified according to the received adjustment operation instruction, and the adjusted configuration logic is checked in real time. Then, the modified category tree parameters are saved, the corresponding parameters in the original template are overwritten, the final category tree configuration result adapted to the current evaluation requirement is formed, and the system database is updated synchronously for subsequent evaluation process calling.

[0060] The technical scheme supports flexible fine-tuning of category tree parameters on the basis of reuse of evaluation templates, and can adapt to subtle changes in line evaluation guidance without re-creating templates, thereby avoiding unreasonable template application, further improving configuration flexibility, reducing configuration cost, and quickly responding to dynamic evaluation requirements.

[0061] In an implementable embodiment, the evaluation template further comprises an evaluation period of the evaluation tool; After the category tree corresponding to the selected evaluation template is called, the method further comprises: If the system time reaches the time corresponding to the evaluation period, the evaluation object is evaluated based on the category tree, and an evaluation result output by the evaluation tool is obtained.

[0062] The evaluation period is a pre-configured evaluation execution time interval in the evaluation template, and is stored in association with information such as category tree parameters and evaluation object types in the template, for example, a "personal value evaluation template" is pre-configured to be evaluated once a week, and an "institutional operation evaluation template" is pre-configured to be evaluated once a month.

[0063] The system time is the real-time time of the device where the evaluation tool is located, and the module is synchronized with the server time to ensure time accuracy.

[0064] The present scheme can continuously compare the real-time system time with the pre-configured evaluation period time in the template, and trigger an evaluation start signal when the two are consistent.

[0065] The technical scheme realizes integrated configuration of the evaluation template and the evaluation period, and after the template is called, no additional period setting is required, and the evaluation process can be automatically triggered according to the preset time, thereby simplifying the configuration steps and improving the automation degree of the evaluation work.

[0066] In an implementable embodiment, the evaluation of the evaluation object based on the category tree to obtain the evaluation result of the evaluation tool comprises: Based on the evaluation object and the evaluation indicators of each node in the category tree, target data is obtained from a business standard pool; According to the quantification calculation rule of the evaluation indicators of each node in the category tree, the target data is calculated to obtain the output result of the current node; According to the evaluation weight of each node in the category tree at the current level and the output result of the current node, weighted calculation is performed, and the calculation result is transmitted to the parent node of the current node; According to the final calculation result obtained by layer-by-layer transmission, the evaluation result output by the evaluation tool is determined.

[0067] The business standard pool is a centralized database storing underlying data of various businesses of commercial banks, and contains full-dimension business index data such as the number of debit card accounts, credit card transaction amount, quick loan credit limit, and the number of quick payment transactions, and the like.

[0068] The target data is business data accurately matched with the evaluation index of each node of the current evaluation object and the category tree, for example, when evaluating a certain network organization, the corresponding index data such as the number of debit card accounts, social security card accounts, and quick loan customers of the network are extracted.

[0069] The scheme can filter and extract the corresponding target data from the business standard pool according to the evaluation object identifier and the evaluation index name of each node, and perform data cleaning and format conversion. Then, according to the preset quantitative calculation rule of each node, the target data is mathematically operated, the leaf node is calculated according to the formula, the non-leaf node is calculated according to the summary rule, and the independent output result of each node is obtained.

[0070] The output result of the current node is the quantitative score obtained by operating the corresponding calculation rule on a single node, for example, the leaf node "debit card" is calculated according to the formula and the score is 85, and the non-leaf node "account" is calculated according to the score of the subordinate node and the score is 82. Further, according to the evaluation weight of each node at the current level, the output result of the current node is weighted and summed, for example, the scores of the two secondary nodes under the first category "customer account" are 82 and 78 respectively, and the weights are 60% and 40% respectively, then the weighted calculation result is 82x60%+78x40%=80.4.

[0071] The scheme can automatically send the weighted calculation result of the node to the parent node of the current node as the input data of the parent node calculation, ensuring the hierarchical transmission logic of the evaluation result.

[0072] Layer-by-layer transmission is to transmit the calculation result from the bottom leaf node to the parent node, and the parent node combines its own weight to perform summary calculation and then transmits it to the upper level node, until the root node completes the final calculation.

[0073] The final calculation result is the comprehensive score obtained by the root node after receiving the weighted calculation result transmitted by all subordinate nodes, for example, the final score of the root node is 81.5.

[0074] The technical scheme provided by the embodiment realizes automatic and accurate derivation from bottom business data to comprehensive evaluation results through standardized data flow and calculation flow, and hierarchical weighted calculation and result transmission ensure the scientific nature of the evaluation results, which not only reflects the importance difference of different indexes and different levels, and makes the evaluation results more in line with the branch operation orientation, but also solves the problem that the prior art cannot comprehensively evaluate, and provides reliable data support for enterprises.

[0075] In order to enable those skilled in the art to more clearly understand the technical scheme provided by the present application, the present application also provides a preferred embodiment.

[0076] The present application mainly explains the evaluation configuration of branch institutions of the banking industry to subordinate network institutions, employees and customers, Figure 2 is the evaluation configuration process schematic diagram provided by the embodiment of the present application; as Figure 2 shown, and the key steps are described in detail.

[0077] Step 1. Configure evaluation object information; The evaluation object can be flexibly set according to the management requirements of each branch. For example, it can be distinguished between private and public, and the evaluation object can be set from three dimensions of institution, employee and customer. Each evaluation object can be numbered, as shown in Table 1 below, and the evaluation calculation rule referenced in the subsequent configuration is selected from here.

[0078] Table 1: Step 2. Configure evaluation template information; According to the difference of evaluation and examination requirements, different evaluation template numbers and template names are set to ensure that the number is unique, the evaluation period is filled in, such as day, month or season, and the corresponding project of the evaluation template is filled in to ensure the data isolation between projects. The evaluation template is managed according to the project, and the data between projects is isolated. The table of the evaluation template is shown in Table 2.

[0079] Table 2: Step 3. Configure evaluation category tree; The category tree of the evaluation template is set, that is, the evaluation category range, tree level and weight. The category node number is the unique code of the evaluation index, the category node name refers to the evaluation index name, the category level is used to specify the institution tree level, whether the virtual node control is used to control whether the node participates in the calculation, and the parent node number and parent node name fill in the information of the previous node of a certain category. The category tree configuration table is shown in Table 3, and after the category tree is configured, the first-level category can be summarized and rolled up based on the lower-level category rating value. The root node is the highest node, and multiple levels can be set below the node.

[0080] The weight setting can give a coefficient to the first-level category based on the assessment orientation, and the higher the coefficient, the higher the assessment score of the first-level category accounts for, and the greater the influence on the category evaluation result of the root node.

[0081] Table 3: Figure 3 is a schematic diagram of a category tree configuration result provided by an embodiment of the present application. As shown in Figure 3 based on the configuration information in Table 3, the corresponding configuration result can be obtained.

[0082] Step 4. Configure the evaluation category calculation rule; Each evaluation category of the evaluation object in the evaluation template is configured with a rule, as shown in Table 4 below, and a formula needs to be filled in for each leaf end node: [index 1] * coefficient 1 + [index 2] * coefficient 2, where [index 1] refers to the index name in the bottom business index pool, and a corresponding coefficient is given according to the importance of the business index to the business orientation, such as [debit card one-class number] * coefficient 2 + [debit card two-class number] * coefficient 1, and then multiplied by the base value 50 to obtain the final evaluation value.

[0083] The evaluation category of a non-end node can be set to summarize the sub-categories, and the tool can automatically summarize the evaluation values of the sub-category nodes to obtain the evaluation value of the upper-level category.

[0084] Table 4: After the configuration of the evaluation object, the evaluation template information, the evaluation category tree, and the evaluation calculation rule, etc., the tool automatically processes the evaluation category index results of the first-level category, the second-level category, and the third-level category, etc.

[0085] The technical solution establishes an evaluation category tree, supports setting multiple levels of evaluation categories such as the root node, the first-level category, the second-level category, and the third-level category, and forms a set of comprehensive value evaluation system. At the same time, the present solution also supports multiple evaluation templates. It supports establishing multiple sets of evaluation templates based on the same set of basic index pool, reduces the amount of index development, meets the different evaluation and assessment requirements of multiple branches, and can realize flexible configuration of evaluation rules. It provides evaluation rule coefficient and calculation method configuration, supports flexible setting of parameters and referenced basic indexes for different templates and objects, and automatically generates evaluation result values based on rule configuration. In addition, the present solution can also support parameter weighted evaluation. It supports setting weight coefficients for different first-level categories to meet the branch assessment tendency, calculates the weighted evaluation score, and ranks the weighted evaluation scores of the evaluation objects.

[0086] The technical solution has the following beneficial effects: Support comprehensive value evaluation: By setting the evaluation category tree, the dispersed indicators are sorted out, and multiple levels of evaluation indicators are set to form a comprehensive value evaluation system. Based on the calculated comprehensive evaluation value, the evaluation object is comprehensively evaluated and ranked.

[0087] Support flexible parameter configuration: The evaluation template and the evaluation object can be flexibly configured with corresponding evaluation rules and evaluation coefficients. After adjusting the operation direction, the evaluation coefficient can be adjusted in time without the need to put into production online, which meets the dynamic adjustment of branch evaluation.

[0088] Strong expansion: Based on the same set of index pool, different evaluation templates can be set for different objects such as subordinate outlets, employees and customers, and different evaluation coefficients and evaluation rules can be set for different objects without repeated development of indicators.

[0089] Provide branch operation and management handle: Based on the development goal, the branch can configure the evaluation tool to give higher coefficients to important business operations to encourage the evaluation object to pay more attention to and invest in related business, which can be used as a management handle to help improve the efficiency of institutional operation.

[0090] Figure 4 The structural schematic diagram of the dynamic configuration device of the evaluation tool provided in the embodiments of the present application is shown in FIG. 4. Referring to FIG. 4, Figure 4 The dynamic configuration device of the evaluation tool provided in the embodiments of the present application includes: The evaluation object configuration module 410 is configured to receive an evaluation object configuration operation and determine the evaluation object of the evaluation tool; wherein the evaluation object includes a network agency, an employee and a customer; The category tree configuration module 420 is configured to receive a category tree configuration operation, determine the number of levels of the category tree, the number of nodes of each level, the evaluation indicators of each node and the evaluation weight of each node in the current level according to the type of the evaluation object and the information of the category tree configuration operation; wherein the evaluation indicators of the child node are the refined indicators of the evaluation indicators of the parent node in at least one dimension; The evaluation rule configuration module 430 is configured to receive an evaluation rule configuration operation to configure the quantitative calculation rule of the evaluation indicators of each node in the category tree; The evaluation execution module 440 is configured to evaluate the evaluation object based on the category tree if the evaluation trigger event of the evaluation tool is monitored, and obtain the evaluation result output by the evaluation tool.

[0091] The modules of the dynamic configuration device of the evaluation tool provided in the embodiments of the present application can realize the functions of each step of the dynamic configuration method of the evaluation tool provided in the above embodiments, and can achieve the corresponding technical effects. For brevity, it will not be described here.

[0092] The embodiment of the present application further provides a dynamic configuration device of an evaluation tool. Figure 5 FIG. 1 is a structural schematic diagram of a dynamic configuration device of an evaluation tool provided by the embodiment of the present application. Figure 5 As shown in FIG. 1, the embodiment of the present application further provides a dynamic configuration device 500 of an evaluation tool, which comprises a processor 501, a memory 502, and a program or instruction stored in the memory 502 and executable on the processor 501. The program or instruction is executed by the processor 501 to implement each process of the dynamic configuration method of the evaluation tool provided by the embodiment of the present application, and achieve the same technical effects. To avoid repetition, details are not described herein.

[0093] The embodiment of the present application further provides a computer storage medium for implementation. The computer storage medium stores computer program instructions. The computer program instructions are executed by a processor to implement the dynamic configuration method of the evaluation tool in the above embodiment.

[0094] The embodiment of the present application further provides a computer program product comprising a computer program. The computer program is executed by a processor to implement any one of the dynamic configuration methods of the evaluation tool in the above embodiment.

[0095] It should be further noted that the exemplary embodiments of the present application describe some methods or systems based on a series of steps or devices. However, the present application is not limited to the order of the above steps, that is, the steps can be executed in the order of the embodiments, or in an order different from that in the embodiments, or some steps can be executed simultaneously.

[0096] The above describes the aspects of the present application with reference to the flowcharts and / or block diagrams of the methods, devices (systems) and computer program products according to the embodiments of the present application. It should be understood that each block in the flowcharts and / or block diagrams, and the combination of the blocks in the flowcharts and / or block diagrams can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, or other programmable data processing apparatus, to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing apparatus enable the implementation of the functions / actions specified in one or more blocks of the flowcharts and / or block diagrams. The processor can be, but is not limited to, a general-purpose processor, a special-purpose processor, a special application processor, or a field programmable logic circuit. It should also be understood that each block in the block diagrams and / or flowcharts, and the combination of the blocks in the block diagrams and / or flowcharts can also be implemented by special hardware to perform the specified functions or actions, or can be implemented by a combination of special hardware and computer instructions.

[0097] The above is merely a specific implementation of the present application. As can be clearly understood by a person skilled in the art from the above description, for the convenience and brevity of description, the specific working process of the system, module and unit described above can refer to the corresponding process in the foregoing method embodiments, which will not be described herein again. It should be understood that the protection scope of the present application is not limited in this way, and any person skilled in the art can easily think of various equivalent modifications or replacements within the technical range disclosed in the present application, and these modifications or replacements should be covered in the protection scope of the present application.

Claims

1. A method for dynamically configuring an evaluation tool, characterized in that, The method includes: The system receives the evaluation object configuration operation and determines the evaluation object of the evaluation tool; wherein, the evaluation object includes branch offices, employees and customers; Receive category tree configuration operation, and determine the number of levels of the category tree, the number of nodes at each level, the evaluation index of each node, and the evaluation weight of each node at the current level based on the type of the evaluation object and the information of the category tree configuration operation; wherein, the evaluation index of the child node is a refined index of the evaluation index of the parent node in at least one dimension. Receive evaluation rule configuration operations to configure the quantitative calculation rules for the evaluation indicators of each node in the category tree; If an evaluation trigger event of the evaluation tool is detected, the evaluation object is evaluated based on the category tree to obtain the evaluation result output by the evaluation tool.

2. The dynamic configuration method for the evaluation tool according to claim 1, characterized in that, The method further includes: Receive evaluation cycle configuration operation to determine the evaluation cycle of the evaluation tool; The evaluation trigger event includes the time when the system time reaches the time corresponding to the evaluation period.

3. The dynamic configuration method for the evaluation tool according to claim 1, characterized in that, The method further includes: Receive evaluation template configuration operations, preconfigure the number of levels in the category tree, the number of nodes in each level, the evaluation indicators of each node, and the evaluation weight of each node in the current level, and store them as evaluation templates associated with the type of the evaluation object. Before receiving the category tree configuration operation, the method further includes: Receive the evaluation template selection operation, retrieve the category tree corresponding to the selected evaluation template, and obtain the configuration result of the category tree.

4. The dynamic configuration method for the evaluation tool according to claim 3, characterized in that, After obtaining the configuration result of the category tree, the method further includes: The system receives the category tree adjustment operation and adjusts at least one of the following: the number of levels in the category tree of the evaluation template, the number of nodes in each level, the evaluation index of each node, and the evaluation weight of each node in the current level. The adjusted category tree is then determined as the configuration result of the category tree.

5. The dynamic configuration method for the evaluation tool according to claim 3, characterized in that, The evaluation template also includes the evaluation cycle of the evaluation tool; After retrieving the category tree corresponding to the selected evaluation template, the method further includes: If the system time reaches the time corresponding to the evaluation period, the evaluation object is evaluated based on the category tree to obtain the evaluation result output by the evaluation tool.

6. The dynamic configuration method for the evaluation tool according to claim 1, characterized in that, The evaluation object is evaluated based on the category tree, and the evaluation result output by the evaluation tool is obtained, including: Based on the evaluation object and the evaluation indicators of each node in the category tree, target data is obtained from the business standard pool; Based on the quantitative calculation rules of the evaluation indicators of each node in the category tree, the target data is calculated to obtain the output result of the current node; Based on the evaluation weight of each node in the category tree at the current level and the output result of the current node, a weighted calculation is performed, and the calculation result is passed to the parent node of the current node. The evaluation result output by the evaluation tool is determined based on the final calculation result obtained through the layer-by-layer transmission.

7. A dynamic configuration device for an evaluation tool, characterized in that, The device includes: The evaluation object configuration module is used to receive evaluation object configuration operations and determine the evaluation objects of the evaluation tool; wherein, the evaluation objects include branch offices, employees and customers; The category tree configuration module is used to receive category tree configuration operations and determine the number of levels of the category tree, the number of nodes at each level, the evaluation indicators of each node, and the evaluation weight of each node at the current level based on the type of the evaluation object and the information of the category tree configuration operation; wherein, the evaluation indicators of the child nodes are the refined indicators of the parent nodes in at least one dimension. The evaluation rule configuration module is used to receive evaluation rule configuration operations to configure the quantitative calculation rules for the evaluation indicators of each node in the category tree; The evaluation execution module is used to evaluate the evaluation object based on the category tree if an evaluation trigger event of the evaluation tool is detected, and to obtain the evaluation result output by the evaluation tool.

8. A dynamic configuration device for an evaluation tool, characterized in that, The device includes: a processor and a memory storing computer program instructions; the processor, when executing the computer program instructions, implements the dynamic configuration method of the evaluation tool as described in any one of claims 1-6.

9. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores computer program instructions, which, when executed by a processor, implement the dynamic configuration method of the evaluation tool as described in any one of claims 1-6.

10. A computer program product, characterized in that, When the instructions in the computer program product are executed by the processor of the dynamic configuration device of the evaluation tool, the dynamic configuration device of the evaluation tool is able to perform the dynamic configuration method of the evaluation tool as described in any one of claims 1-6.

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