A financial industry marketing activity visualized drag-and-drop configuration generation method and system

CN122989198APending Publication Date: 2026-10-27SUZHOU ZHIXIANG WEIKE DATA TECHNOLOGY CO LTD
View PDF 0 Cites 0 Cited by

Patent Information

Application Number
CN202611366838.1
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2026-09-04
Publication Date
2026-10-27

AI Technical Summary

Technical Problem

[0004]本发明的目的在于解决现有营销活动上线周期长、研发依赖重、合规能力弱、多机构管理混乱、无法自动化对接行内系统的问题

Benefits of technology

[0042]1、本发明的一种金融行业营销活动可视化拖拽配置生成方法及系统,通过可视化拖拽式配置,使运营人员无需依赖研发即可自主完成活动配置、预览和发布,有效缩短活动上线周期,降低人力成本,实现营销策略的快速迭代。

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN122989198A_ABST
    Figure CN122989198A_ABST
Patent Text Reader

Abstract

The application belongs to the technical field of software, and particularly relates to a financial industry marketing activity visualized drag-and-drop configuration generation method and system, which comprises a marketing middle station system, the marketing middle station system contains a customer center, a rule engine, an activity configuration unit, a gift benefit warehousing unit, a stock management unit and a merchant management unit, the activity configuration unit comprises a visualized design submodule, a marketing task submodule and a marketing model submodule, and is used for providing basic data and business logic support of financial industry business activities. The application has the beneficial effect that, through visualized drag-and-drop configuration, operation personnel can independently complete activity configuration, preview and release without relying on research and development, effectively shortens the activity online period, reduces the labor cost, and realizes rapid iteration of marketing strategies.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] This invention relates to the field of software technology, specifically to a method and system for generating visual drag-and-drop configurations for marketing activities in the financial industry. Background Technology

[0002] With the development of fintech and the deepening of digital transformation in the financial industry, online marketing campaigns have become an important means to attract customers, enhance user stickiness, and promote business growth. Currently, the implementation of online marketing campaigns in the financial industry (lotteries, coupon packages, check-ins, wealth management activities, account opening pop-ups, etc.) generally relies on the entire development process involving front-end, back-end, and testing personnel. The campaign launch cycle is long, operations personnel cannot configure them independently, and even small campaigns require scheduled development, resulting in extremely low efficiency and high iteration costs. Most general-purpose low-code platforms on the market are designed for general business scenarios. On the one hand, they lack financial-specific components and structured data models for coupons, points, wealth management, account opening, and check-ins, making it impossible to directly map fields from core financial industry business systems or seamlessly connect to the financial industry's middleware platform. On the other hand, they lack built-in compliance verification mechanisms, failing to meet regulatory requirements such as anti-money laundering, customer suitability, and marketing promotion standards. Furthermore, they lack a multi-level tenant isolation system designed according to a three-tier architecture of head office-branch-sub-branch, resulting in chaotic data permissions and difficulty in adapting to the organizational structure management needs of the financial industry.

[0003] To address these issues, this invention provides a method and system for generating visual drag-and-drop configurations for marketing campaigns in the financial industry. Summary of the Invention

[0004] The purpose of this invention is to solve the problems of long launch cycles, heavy reliance on R&D, weak compliance capabilities, chaotic management of multiple institutions, and inability to automatically connect to industry systems in existing marketing campaigns.

[0005] To achieve the above objectives, the present invention provides the following technical solution:

[0006] The first aspect of this invention is to provide a visual drag-and-drop configuration generation system for marketing campaigns in the financial industry, comprising:

[0007] The marketing middle platform system includes a customer center, a rules engine, an activity configuration unit, a gift and benefits warehousing unit, an inventory management unit, and a merchant management unit. The activity configuration unit includes a visual design submodule, a marketing task submodule, and a marketing model submodule, which are used to provide basic data and business logic support for financial industry business activities.

[0008] The visualization building module, connected to the marketing middle platform basic service layer, includes a micro-component classification unit, a micro-component management unit, a design center, an identity and permission management unit, and a micro-component market unit, which are used to provide draggable micro-component materials and manage the component lifecycle;

[0009] The visual editor responds to the user's dragging and dropping of micro-components from the design center to the canvas, triggering component instantiation and rendering and adapting to the canvas grid rules, and providing functions for component attribute configuration, importing and exporting designs, design preview, and design publishing and going online.

[0010] The activity setup module is used to configure the activity type and activity period range based on the activity page generated by the visual editor, and to collect statistics on the activity's operation.

[0011] The rules engine module is used to configure general rules and specific rules corresponding to activity types;

[0012] The multi-tenant hierarchical module is used to isolate data and manage access permissions hierarchically based on the organizational structure of the financial industry.

[0013] The rule engine module includes:

[0014] The general rule configuration unit is used to configure customer group selection, customer participation time periods, and participation limits for different time periods;

[0015] The activity-specific rule configuration unit is used to configure corresponding rule parameters for different activity types. The activity-specific rule configuration unit includes at least a lottery rule subunit, a viral marketing rule subunit, a group buying rule subunit, and a flash sale rule subunit. The lottery rule subunit is used to configure the number of prizes awarded, the number of times a prize is won within a time period, the probability of winning, the creation of the prize pool, and the gray list and black list of winners. The viral marketing rule subunit is used to configure multi-level reward settings and achievement conditions. The group buying rule subunit is used to configure the number of people required to form a group and the achievement time limit. The flash sale rule subunit is used to configure the time period range.

[0016] The visualization editor includes:

[0017] The layout editing unit is used to enable pixel-level snap-in alignment logic, automatically snapping to the top, bottom, left, and right boundaries, and supports component locking, hiding, layer adjustment, batch copying, and batch deletion;

[0018] The template management unit is used to save the current design as a template. It supports selecting a template from the template library or creating a new empty template to start designing, and also supports importing and exporting design drafts.

[0019] The release management unit is used to release the event page online after the design preview is approved.

[0020] The activity building module supports various activity types, including lottery, viral marketing, topic competition, challenge, benefit redemption, walking, wishing gift, group buying, payment, quiz, flash sale, and custom types. The activity building module is also used to set the activity period range and to perform statistics on the activity operation based on the marketing model sub-module in the inventory management unit and activity configuration unit.

[0021] The inventory management unit is used for the entry, distribution, remaining inventory management, inventory alarm monitoring, statistical report generation and data export of benefits. The gift benefits entry unit is used to uniformly register and enter phone bill recharges, card redemptions, red envelopes, instant discounts, electronic payment coupons, gas cards or physical gifts into the inventory management unit.

[0022] The multi-tenant hierarchical module assigns independent tenant identifiers based on the organizational structure of the head office, branches, and sub-branches in the financial industry. Activity configuration data, equity inventory data, and customer group data are isolated between different tenants. Upper-level tenants have the authority to perform compliance verification and audit of the activities of lower-level tenants. The identity and permission management unit performs identity authentication and authorization based on the tenant identifier, controlling the access scope of different tenants to the micro-component market and design center.

[0023] A second aspect of the present invention is to provide a method for generating visual drag-and-drop configurations for marketing activities in the financial industry, applied to the aforementioned system, comprising the following steps:

[0024] S1. In the visual building module, users select the required micro-components through the design center and drag the selected components to the canvas, triggering instantiation rendering and automatically adapting to the canvas grid rules to form the layout of the activity page.

[0025] S2. Select the activity type and set the activity period range through the activity building module;

[0026] S3. Perform the receipt of benefits and inventory initialization through the gift benefits receipt unit and inventory management unit;

[0027] S4. Configure general rules and specific rules that match the selected activity type through the rules engine module;

[0028] S5. Configure the properties of the components in the activity page using the visual editor, save the design after completing the page design, and run the design preview.

[0029] S6. After the preview is approved, verify the publishing permission through the identity and permission management unit, and then publish and launch the design.

[0030] The eligibility determination process for participating in the marketing campaign is as follows:

[0031] Display the event page to determine if the current customer is eligible to participate;

[0032] If eligible to participate, determine whether you have the number of participation attempts.

[0033] If you have a chance to participate, you will be directly entered into the lucky draw. If you win, you will be able to redeem your prize.

[0034] If there are no participation attempts but the customer is qualified to complete the task, guide the customer to perform a payment task or a referral task. After the task is successfully completed, participation attempts will be obtained, and the process will return to the participation attempt determination step.

[0035] If the task fails or the customer is not eligible to participate, a pop-up message will appear and the participation process will be terminated.

[0036] In step S1, before dragging the component to the canvas, the corresponding category of micro-component list is loaded through the micro-component market unit, and the micro-component selected by the user is displayed in the material area for subsequent dragging and dropping. In step S5, when saving the design, the current design is also saved as a custom template, and the design can be exported as a general format file or imported from an external source for secondary editing.

[0037] The general rules in step S4 include customer group selection and customer participation time period control, and the specific rules dynamically load the corresponding rule configuration interface according to the activity type.

[0038] For prize draw activities, the exclusive rules also include creating multiple prize pools and displaying different prize pools according to the customer group level;

[0039] For activities involving the redemption of benefits, the specific rules also include limits on the number of times and the time limit for redemption;

[0040] The method also includes configuring the upper limit of the total number of participations in multiple activities and the total number of winnings within the strategy period through the marketing model sub-module, and the multi-tenant hierarchical module performs data permission verification based on the current operator's tenant level, restricting them to only configuring activity rules for their own tenant and its subordinate tenants.

[0041] Compared with the prior art, the beneficial effects of the present invention are as follows:

[0042] 1. The present invention provides a visual drag-and-drop configuration generation method and system for marketing activities in the financial industry. Through visual drag-and-drop configuration, operations personnel can independently complete the configuration, preview and release of activities without relying on R&D, effectively shortening the activity launch cycle, reducing labor costs and enabling rapid iteration of marketing strategies.

[0043] 2. The present invention provides a visual drag-and-drop configuration generation method and system for marketing activities in the financial industry. Through a built-in compliance verification engine, the activity page is subjected to compliance reviews such as anti-money laundering, customer suitability, and marketing and promotion norms, ensuring that the activity meets regulatory requirements before it goes online. At the same time, based on the three-level architecture of the financial industry's head office-branch-sub-branch, a multi-tenant hierarchical module is designed to achieve data isolation and hierarchical control of permissions at each level, meeting the refined management needs under the complex organizational structure of the financial industry.

[0044] 3. The present invention provides a visual drag-and-drop configuration generation method and system for marketing activities in the financial industry. Through a visual component design center, it includes financial-specific components such as coupons, points, wealth management, account opening, and check-in. Its data model directly maps to the core system fields of the financial industry and automatically binds to business interfaces, allowing for integration with the financial industry middle platform without additional development. The rule engine supports general and exclusive rule configurations for more than ten activity types, such as lotteries, viral marketing, group buying, and flash sales. The rule expressions are integrated with the financial industry decision engine to achieve real-time effectiveness. Combined with the inventory management unit, it achieves full-link supply, sales, and inventory control of benefits, effectively meeting the diverse marketing scenario needs of the financial industry. Attached Figure Description

[0045] Figure 1 This is a schematic diagram of a visual drag-and-drop configuration generation method for marketing activities in the financial industry and a marketing middleware architecture of the system, as described in this invention.

[0046] Figure 2 This is a schematic diagram of a method for generating visual drag-and-drop configurations for marketing activities in the financial industry, and a system visualization building module, according to the present invention.

[0047] Figure 3 This invention provides a method for generating a visual drag-and-drop configuration for marketing activities in the financial industry, as well as a flowchart for building a marketing activity system.

[0048] Figure 4 This invention provides a method for generating visual drag-and-drop configurations for marketing activities in the financial industry, as well as a flowchart for determining eligibility to participate in marketing activities. Detailed Implementation

[0049] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0050] Example 1

[0051] Please see Figures 1-2This embodiment of a visual drag-and-drop configuration generation system for marketing activities in the financial industry includes a marketing middle platform system. The marketing middle platform system includes a customer center, a rule engine, an activity configuration unit, a gift and benefits warehousing unit, an inventory management unit, and a merchant management unit. The activity configuration unit includes a visual design submodule, a marketing task submodule, and a marketing model submodule, which are used to provide basic data and business logic support for financial industry business activities.

[0052] The visualization building module connects to the marketing middle platform's basic service layer and includes micro-component classification units, micro-component management units, design centers, identity and permission management units, and micro-component marketplace units. It is used to provide drag-and-drop micro-component materials and manage the component lifecycle.

[0053] The visual editor responds to the user's drag-and-drop of micro-components from the design center to the canvas, triggering component instantiation and rendering and adapting to the canvas grid rules. It provides functions for component attribute configuration, importing and exporting designs, design preview, and design publishing.

[0054] The event setup module is used to generate event pages based on the visual editor, configure event types and event durations, and collect statistics on event performance.

[0055] The rules engine module is used to configure general rules and specific rules corresponding to activity types;

[0056] The multi-tenant hierarchical module is used to isolate data and manage access permissions hierarchically based on the organizational structure of the financial industry.

[0057] The rules engine module includes:

[0058] The general rule configuration unit is used to configure customer group selection, customer participation time periods, and participation limits for different time periods;

[0059] The activity-specific rule configuration unit is used to configure corresponding rule parameters for different activity types. The activity-specific rule configuration unit includes at least four sub-units: lottery rule sub-unit, viral rule sub-unit, group buying rule sub-unit, and flash sale rule sub-unit. The lottery rule sub-unit is used to configure the number of prizes awarded, the number of times a prize is won within a time period, the probability of winning, prize pool creation, gray list of winners, and black list of winners. The viral rule sub-unit is used to configure multi-level reward settings and achievement conditions. The group buying rule sub-unit is used to configure the number of people required to form a group and the achievement time limit. The flash sale rule sub-unit is used to configure the time period range.

[0060] Visual editors include:

[0061] The layout editing unit is used to enable pixel-level snap-in alignment logic, automatically snapping to the top, bottom, left, and right boundaries, and supports component locking, hiding, layer adjustment, batch copying, and batch deletion;

[0062] The template management unit is used to save the current design as a template. It supports selecting a template from the template library or creating a new empty template to start designing, and also supports importing and exporting design drafts.

[0063] The release management unit is used to release the event page online after the design preview is approved.

[0064] The activity building module supports various activity types, including lucky draws, viral marketing, topic battles, challenge games, reward redemption, walking events, wish-granting events, group buying, payment events, quizzes, flash sales, and custom types. The activity building module is also used to set the activity period and to perform statistics on activity operation based on the marketing model sub-modules in the inventory management unit and activity configuration unit, which can effectively meet the diverse marketing scenario needs of the financial industry.

[0065] The inventory management unit is used for the entry, distribution, remaining inventory management, inventory alarm monitoring, statistical report generation, and data export of benefits. The gift benefits entry unit is used to uniformly register and enter phone bill recharges, card redemptions, red envelopes, instant discounts, electronic payment coupons, gas cards, or physical gifts into the inventory management unit.

[0066] The multi-tenant hierarchical module assigns independent tenant identifiers based on the organizational structure of the head office, branches, and sub-branches in the financial industry. Activity configuration data, equity inventory data, and customer group data are isolated between different tenants. Upper-level tenants have the authority to perform compliance verification and auditing of lower-level tenant activities. The identity and access control unit performs identity authentication and authorization based on tenant identifiers, controlling the access scope of different tenants to the micro-component marketplace and design center. This achieves data isolation and hierarchical access control at each level, meeting the refined management needs of the complex organizational structure in the financial industry.

[0067] Example 2

[0068] Please see Figures 3-4 This embodiment describes a method for generating a visual drag-and-drop configuration for marketing activities in the financial industry, applied to the system of Embodiment 1, and includes the following steps:

[0069] S1. In the visual building module, users select the required micro-components through the design center and drag the selected components to the canvas, triggering instantiation rendering and automatically adapting to the canvas grid rules to form the layout of the activity page.

[0070] S2. Select the activity type and set the activity period range through the activity building module;

[0071] S3. Perform the receipt of benefits and inventory initialization through the gift benefits receipt unit and inventory management unit;

[0072] S4. Configure general rules and specific rules that match the selected activity type through the rules engine module;

[0073] S5. Configure the properties of the components in the activity page using the visual editor, save the design after completing the page design, and run the design preview.

[0074] S6. After the preview is approved, verify the publishing permission through the identity and permission management unit, and then publish and launch the design.

[0075] The eligibility process for participating in the marketing campaign is as follows:

[0076] Display the event page to determine if the current customer is eligible to participate;

[0077] If eligible to participate, determine whether you have the number of participation attempts.

[0078] If you have a chance to participate, you will be directly entered into the lucky draw. If you win, you will be able to redeem your prize.

[0079] If there are no participation attempts but the customer is qualified to complete the task, guide the customer to perform a payment task or a referral task. After the task is successfully completed, participation attempts will be obtained, and the process will return to the participation attempt determination step.

[0080] If the task fails or the customer is not eligible to participate, a pop-up message will appear and the participation process will be terminated.

[0081] In step S1, before dragging the component to the canvas, the corresponding category of micro-component list is loaded through the micro-component market unit, and the micro-component selected by the user is displayed in the material area for subsequent dragging and dropping. In step S5, when saving the design, the current design is also saved as a custom template, and the design can be exported as a general format file or imported from an external source for secondary editing.

[0082] In step S4, the general rules include customer group selection and customer participation time period control, while the specific rules dynamically load the corresponding rule configuration interface according to the activity type;

[0083] For prize draw events, the exclusive rules also include creating multiple prize pools and displaying different prize pools based on the customer group level;

[0084] For reward-based activities, the specific rules also include limits on the number of times rewards can be claimed and time limits for claiming rewards;

[0085] The marketing model submodule allows configuration of the maximum number of times participants in multiple activities and the maximum number of times a prize can be won within a strategy period. The multi-tenant hierarchical module verifies data permissions based on the current operator's tenant level, restricting them to configuring activity rules only for their own tenant and its subordinate tenants, thereby further improving system security.

[0086] In summary, the present invention provides a visual drag-and-drop configuration generation method and system for financial industry marketing activities. By constructing a marketing middleware system comprising a customer center, rule engine, activity configuration unit, gift and benefits warehousing unit, inventory management unit, and merchant management unit, and in conjunction with a visual building module, visual editor, activity building module, rule engine module, and multi-tenant hierarchical module, a complete solution for generating configurations for financial industry marketing activities is formed. Using visual drag-and-drop as the core interaction method, it deeply integrates financial industry-specific components (coupons, points, wealth management, account opening, check-in, etc.) with low-code orchestration technology, enabling operators to... It requires programming skills, enabling users to configure, preview, and publish marketing campaigns through simple drag-and-drop operations, effectively improving campaign launch efficiency. Furthermore, based on the actual needs of the financial industry, it solves technical problems in the traditional financial industry's marketing campaign implementation process, such as heavy R&D dependence, long launch cycles, weak compliance capabilities, chaotic management across multiple institutions, and inability to automatically integrate with internal systems. It boasts significant technical advantages, including reduced R&D dependence, built-in compliance verification and multi-level tenant isolation, and the provision of financial-specific components and a rich rule engine. It can be widely applied to online marketing campaign configuration scenarios across various commercial and financial industries, demonstrating excellent market promotion value and promising industrial application prospects.

[0087] Although embodiments of the invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made to these embodiments without departing from the principles and spirit of the invention, the scope of which is defined by the appended claims and their equivalents.

Claims

1. A visual drag-and-drop configuration generation system for marketing campaigns in the financial industry, characterized in that, include: The marketing middle platform system includes a customer center, a rules engine, an activity configuration unit, a gift and benefits warehousing unit, an inventory management unit, and a merchant management unit. The activity configuration unit includes a visual design submodule, a marketing task submodule, and a marketing model submodule, which are used to provide basic data and business logic support for financial industry business activities. The visualization building module, connected to the marketing middle platform basic service layer, includes a micro-component classification unit, a micro-component management unit, a design center, an identity and permission management unit, and a micro-component market unit, which are used to provide draggable micro-component materials and manage the component lifecycle; The visual editor responds to the user's dragging and dropping of micro-components from the design center to the canvas, triggering component instantiation and rendering and adapting to the canvas grid rules, and providing functions for component attribute configuration, importing and exporting designs, design preview, and design publishing and going online. The activity setup module is used to configure the activity type and activity period range based on the activity page generated by the visual editor, and to collect statistics on the activity's operation. The rules engine module is used to configure general rules and specific rules corresponding to activity types; The multi-tenant hierarchical module is used to isolate data and manage access permissions hierarchically based on the organizational structure of the financial industry.

2. The visual drag-and-drop configuration generation system for marketing activities in the financial industry according to claim 1, characterized in that, The rule engine module includes: The general rule configuration unit is used to configure customer group selection, customer participation time periods, and participation limits for different time periods; The activity-specific rule configuration unit is used to configure corresponding rule parameters for different activity types. The activity-specific rule configuration unit includes at least a lottery rule subunit, a viral marketing rule subunit, a group buying rule subunit, and a flash sale rule subunit. The lottery rule subunit is used to configure the number of prizes awarded, the number of times a prize is won within a time period, the probability of winning, the creation of the prize pool, and the gray list and black list of winners. The viral marketing rule subunit is used to configure multi-level reward settings and achievement conditions. The group buying rule subunit is used to configure the number of people required to form a group and the achievement time limit. The flash sale rule subunit is used to configure the time period range.

3. The visual drag-and-drop configuration generation system for marketing activities in the financial industry according to claim 1, characterized in that, The visualization editor includes: The layout editing unit is used to enable pixel-level snap-in alignment logic, automatically snapping to the top, bottom, left, and right boundaries, and supports component locking, hiding, layer adjustment, batch copying, and batch deletion; The template management unit is used to save the current design as a template. It supports selecting a template from the template library or creating a new empty template to start designing, and also supports importing and exporting design drafts. The release management unit is used to release the event page online after the design preview is approved.

4. The visual drag-and-drop configuration generation system for marketing activities in the financial industry according to claim 1, characterized in that: The activity building module supports various activity types, including lottery, viral marketing, topic competition, challenge, benefit redemption, walking, wishing gift, group buying, payment, quiz, flash sale, and custom types. The activity building module is also used to set the activity period range and to perform statistics on the activity operation based on the marketing model sub-module in the inventory management unit and activity configuration unit.

5. A visual drag-and-drop configuration generation system for marketing activities in the financial industry according to claim 1, characterized in that: The inventory management unit is used for the entry, distribution, remaining inventory management, inventory alarm monitoring, statistical report generation and data export of benefits. The gift benefits entry unit is used to uniformly register and enter phone bill recharges, card redemptions, red envelopes, instant discounts, electronic payment coupons, gas cards or physical gifts into the inventory management unit.

6. The visual drag-and-drop configuration generation system for marketing activities in the financial industry according to claim 1, characterized in that: The multi-tenant hierarchical module assigns independent tenant identifiers based on the organizational structure of the head office, branches, and sub-branches in the financial industry. Activity configuration data, equity inventory data, and customer group data are isolated between different tenants. Upper-level tenants have the authority to perform compliance verification and audit of the activities of lower-level tenants. The identity and permission management unit performs identity authentication and authorization based on the tenant identifier, controlling the access scope of different tenants to the micro-component market and design center.

7. A method for generating visual drag-and-drop configurations for marketing campaigns in the financial industry, applied to the system described in any one of claims 1 to 6, characterized in that, Includes the following steps: S1. In the visual building module, users select the required micro-components through the design center and drag the selected components to the canvas, triggering instantiation rendering and automatically adapting to the canvas grid rules to form the layout of the activity page. S2. Select the activity type and set the activity period range through the activity building module; S3. Perform the receipt of benefits and inventory initialization through the gift benefits receipt unit and inventory management unit; S4. Configure general rules and specific rules that match the selected activity type through the rules engine module; S5. Configure the properties of the components in the activity page using the visual editor, save the design after completing the page design, and run the design preview. S6. After the preview is approved, verify the publishing permission through the identity and permission management unit, and then publish and launch the design.

8. The method for generating a visual drag-and-drop configuration for marketing activities in the financial industry according to claim 7, characterized in that, The eligibility determination process for participating in the marketing campaign is as follows: Display the event page to determine if the current customer is eligible to participate; If eligible to participate, determine whether you have the number of participation attempts. If you have a chance to participate, you will be directly entered into the lucky draw. If you win, you will be able to redeem your prize. If there are no participation attempts but the customer is qualified to complete the task, guide the customer to perform a payment task or a referral task. After the task is successfully completed, participation attempts will be obtained, and the process will return to the participation attempt determination step. If the task fails or the customer is not eligible to participate, a pop-up message will appear and the participation process will be terminated.

9. A method for generating a visual drag-and-drop configuration for marketing activities in the financial industry according to claim 7, characterized in that, In step S1, before dragging the component to the canvas, the corresponding category of micro-component list is loaded through the micro-component market unit, and the micro-component selected by the user is displayed in the material area for subsequent dragging and dropping. In step S5, when saving the design, the current design is also saved as a custom template, and the design can be exported as a general format file or imported from an external source for secondary editing.

10. A method for generating a visual drag-and-drop configuration for marketing activities in the financial industry according to claim 7, characterized in that, The general rules in step S4 include customer group selection and customer participation time period control, and the specific rules dynamically load the corresponding rule configuration interface according to the activity type. For prize draw activities, the exclusive rules also include creating multiple prize pools and displaying different prize pools according to the customer group level; For activities involving the redemption of benefits, the specific rules also include limits on the number of times and the time limit for redemption; The method also includes configuring the upper limit of the total number of participations in multiple activities and the total number of winnings within the strategy period through the marketing model sub-module, and the multi-tenant hierarchical module performs data permission verification based on the current operator's tenant level, restricting them to only configuring activity rules for their own tenant and its subordinate tenants.