A customer manager lean management method based on big data modeling

By using big data modeling and adaptive dimensionality reduction technology, the problems of unstructured business mapping and external environmental factor removal in the customer manager management system were solved, achieving lean task allocation and objective performance evaluation, and improving the robustness and stability of the system.

CN122414736APending Publication Date: 2026-07-17FUJIAN ZHUOFONG INFORMATION TECH CO LTD
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
FUJIAN ZHUOFONG INFORMATION TECH CO LTD
Filing Date
2026-06-15
Publication Date
2026-07-17

AI Technical Summary

Technical Problem

Existing customer manager management systems have shortcomings in unstructured business mapping, external environmental factor isolation, and tolerance for missing heterogeneous underlying data, resulting in blind task allocation and insufficient objectivity in performance evaluation, making it difficult to achieve lean management.

Method used

By using big data modeling, we obtain comprehensive basic transaction and status data of account managers, perform data cleaning and format standardization, extract core constraint sets and decompose them into atomic task units, generate high-dimensional capability vectors by combining task complexity nonlinear amplification adjustment coefficients, calculate the weights of micro-capability evaluation indicators using a hybrid subjective and objective progressive algorithm, construct an adaptive constraint integrity verification matrix, monitor the missing rate of underlying data sources, and introduce a penalty function into the multi-objective optimization function to achieve adaptive dimensionality reduction and task dispatch.

Benefits of technology

It improves the certainty of business matching and the objectivity of performance evaluation, enhances the system's dynamic fault tolerance in environments with incomplete data, and ensures the stability and lean management of account manager scheduling.

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Abstract

本发明属于大数据处理技术领域,具体公开了一种基于大数据建模的客户经理精益化管理方法,包括:获取异构业务系统中的客户经理全维度基础流水与状态数据,并进行数据清洗与格式标准化,输出标准客户经理数据集;基于非结构化业务需求数据,提取核心约束集并拆解为多个不可分割的原子任务单元;获取每个所述原子任务单元的标准资源消耗基准与原子能力门槛,结合任务复杂度非线性放大调节系数求取包络线,生成所述业务需求数据在高维能力空间中的高维所需能力向量;本发明目的是解决现有技术中的客户经理管理系统在非结构化业务映射、外部环境因素剥离以及异构底层数据缺失容错等方面的不足的问题。
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