296 results about "Customer information" patented technology

The invention discloses a customer information updating and management method and system based on big data, and relates to the technical field of big data and customer relationship management. Comprising the following steps: firstly, collecting multi-source customer data and constructing a multi-dimensional time sequence characteristic panel; then, through sharing an integrated model of a bottom layer, synchronously predicting a dynamic life cycle value and a continuous loss risk probability of the customer; the network influence weight of the customer is quantified by using an influence penetration model and Monte Carlo simulation; further, fusing the three dimensions, and generating a resource allocation coefficient through a multi-objective optimization function based on a customer type dynamic configuration weight; and finally, automatically updating the customer label based on the coefficient, and combining atomic operations through a strategy arrangement engine to form personalized strategy workflow execution and closed-loop optimization. According to the method, the problems of static isolation and strategy lag of traditional customer information management are solved, and accurate insight of customer values and dynamic intelligent distribution of management resources are realized.

The invention provides a data management method and device for a credit system, a storage medium and a system, and the method comprises the steps: obtaining customer information under the condition of customer authorization, and carrying out the encryption processing of the customer information, and obtaining encrypted customer information; dividing the encrypted customer information into a plurality of pieces of sub-encrypted customer information with preset sizes; determining a target distributed storage node according to the attribute information of each distributed storage node; and uploading all the sub-encrypted customer information to the target distributed storage node so as to realize storage of the customer information. According to the method and the device, the problem of low data security caused by easy tampering or leakage of user data due to the fact that a centralized data storage mode is generally adopted by a credit system in the prior art is solved.

Automatically generates sales materials optimized for each customer. [Solution] A program that causes one or more processors to execute the following steps: acquiring basic customer information, information related to transactions with the customer, and external customer information; analyzing each acquired piece of information to extract keywords and the context of those keywords to identify the customer's potential problems; selecting the company's services to solve the problems based on the identified problems and selection rules that define the selection criteria for the company's services, and determining proposal requirements that include the company's services and the problems; incorporating the proposal requirements into a prompt template and generating a prompt that instructs a generating AI model to generate text content that constitutes sales materials for the customer; and inputting the prompt into the generating AI model and incorporating the obtained text content into a document template to generate sales materials for the customer.

A computer-implemented method includes presenting a user interface to a user, upon receiving an input from the user, presenting a beginning user interface to the user, receiving customer information through the user interface, providing directions to the user for gathering information and photos about one or more spaces for a construction project, providing prompts to the user and receiving information including at least a type of construction project, sending the photos and information about the construction project to a fine-tuned large language model (LLM), using the fine-tuned LLM to select relevant elements from the photos and information, and produce one or more data objects, receiving the data objects from the LLM and converting the data objects to one or more construction estimates, the construction estimate including at least a labor estimate, and presenting the construction estimate through the user interface to the user.

An object of a system according to an embodiment is to analyze sales data and automatically determine a winning ratio for each presented amount.SOLUTION: A system includes a data acquisition unit, an analysis unit, an input unit, and a determination unit. The data-fetching part fetches the past business date by using the generated AI. The analysis part analyzes the business data fetched by the data fetching part. The input unit inputs product information and customer information. The determination unit determines a winning rate for each presented amount based on the data analyzed by the analysis unit.SELECTED DRAWING: Figure 1

The application discloses a kind of import methods of customer information, it is related to artificial intelligence field, the method includes: in response to obtaining customer information list, extract customer information in customer information list, and store customer information into message queue;The compliance verification is carried out to customer information in message queue, and the compliant customer information is filled in by the storage information in database, to import the compliant customer information after filling into job system.The technical scheme of the embodiment of the application realizes the decoupling of customer information and list file, so that the import of other customer information in customer information list is not affected when single customer information exists error, the import efficiency of customer information is improved, and at the same time, the storage information in database is used to fill compliant customer information, to further ensure the data integrity of customer information imported by job system.

Methods and apparatus for secure registration to enable transactions between a first user and a vendor that is facilitated by a payment server are disclosed. The method may comprise storing a form soliciting customer information including a plurality of fields, wherein at least one of the plurality of fields is associated with an attribute. The method including receiving a copy of the form including customer data in all of the plurality of fields and transmitting a first subset of the customer data based on the attribute associated with the first subset of the customer data. The method including receiving a token in response to the transmission of the first subset of customer data and transmitting the token and a second subset of the customer data, wherein the second subset is based on the attribute associated with the second subset of customer data.

This application provides a product quality design change management method, apparatus, electronic device, and storage medium. The method includes: acquiring order information submitted by a target customer, including product information, usage information, personalized quality requirements information of the target product, and customer information of the target customer; matching the target metallurgical specification code corresponding to the target product from a mapping relationship based on the order information, the metallurgical specification code being used to identify different metallurgical specifications; generating a first quality design result for the target product based on the target metallurgical specification corresponding to the target metallurgical specification code; and if a first change to the order information is detected, and / or a second change to the target metallurgical specification is detected, then modifying the first quality design result to obtain a second quality design result for the target product. This achieves intelligent quality design change driven by multi-source changes, ensuring the accuracy and responsiveness of quality control.

This will enable us to provide appropriate evacuation support that takes into account the individual circumstances of each disaster victim. [Solution] The evacuation support system 100 is configured to include a reading unit 13 that reads out customer information of specific customers residing in a disaster-affected area from pre-stored customer information based on the disaster-affected area indicated by disaster occurrence information, a priority setting unit 14 that sets evacuation priorities for each specific customer based on housing information about the home in which the specific customer resides and attribute information about the specific customer's attributes indicated by the customer information of the specific customer, and a selection unit 15 that selects priority customers to evacuate based on the evacuation priorities.

A system according to an embodiment aims to suggest personalized smartphone plans based on customer needs and usage patterns.SOLUTION: A system includes a collection part, an analysis part, a proposal part, an interaction part, an analysis part, and an introduction part. The collection unit collects information on a customer. The analysis unit analyzes the information collected by the collection unit and determines the needs and usage patterns of the customer. The proposal unit proposes a personalized smartphone plan based on the determination result obtained by the analysis unit. The interaction unit performs interaction with the customer on the basis of the plan proposed by the proposal unit. The analysis unit analyzes the use state of the customer based on the information obtained by the interaction unit, and proposes an appropriate plan or upgrade. The introduction unit introduces a new function or service based on the result obtained by the analysis unit.SELECTED DRAWING: Figure 1

Provide a system. 【Solution means】 Means for analyzing customer information, Means for summarizing and presenting the analysis results of the customer information, Means for generating proposal contents related to business negotiations, Means for real-time voice recognition and conversion of the conversation content during business negotiations into text, Means for analyzing the conversation content and summarizing relevant information, Means for generating and presenting a meeting record after the business negotiation ends, Means for generating the next proposal schedule and extracting and presenting information on similar business negotiations, A system including the above.

The aim is to improve convenience in payment systems. [Solution] The second payment information acquisition unit 101 of the service provider server 1 acquires the second payment information. The value conversion unit 102 performs a process to convert the second value indicated by the second value information into the first value. The third payment information provision unit 103 provides the first payment information, the first value information indicating the use of the first value converted by the value conversion means, and customer information to the QR code (registered trademark) payer server 5 as third payment information. The third payment information acquisition unit 501 of the QR code payer server 5 acquires the third payment information. The payment processing execution unit 502 settles the customer for a predetermined price of goods, etc., using the first value, based on the third payment information.

We provide the system. [Solution] A means for collecting customer information and analyzing customer characteristics based on said customer information, A means for generating a proposal plan optimized for the characteristics of the sales representative based on the analysis results, A means of presenting the generated proposal plan to the sales representative, A means of automatically generating materials and tools to support sales activities, A means of analyzing customer transaction history and market trends related to electronic payment services to generate optimal payment solution proposals, A means for displaying the proposed content on a mobile communication device or visual aid, A system that includes this.

The invention belongs to the technical field of big data customer information matching, and discloses an intelligent customer information matching method based on big data, which comprises the following steps of: firstly, establishing a scene customer behavior semantic dictionary according to three groups of new customers, high-value customers and loss early-warning customers, and determining behavior label mapping rules of different customer types; for example, the browsing duration of a new customer exceeds 3 minutes, the consultation frequency exceeds 2, the behavior is defined as a high-intention behavior, the semantic dictionary is dynamically updated every 24 hours based on cross-platform semantic conflict feedback, and the cross-platform data semantic standard is unified; secondly, screening weak association features by adopting a mutual information and customer value double-weight algorithm, setting weights according to customer value differences, and preferentially retaining features with higher association degree with customer demands to generate structured feature vectors; and finally, deploying a preprocessing effect verification module at an edge computing node, performing field secondary labeling, null interpolation complementation and time format unification operation on the data, and improving the data standardization level.

A system is provided.SOLUTION: This system includes a means for automatically collecting customer information from an information source on the Internet, a means for analyzing the collected customer information and grasping the business environment and market trend of a customer company, a means for specifying the proposal need of the customer on the basis of an analysis result, a means for automatically generating a proposal material corresponding to the specified proposal need, and a means for transmitting the generated proposal material to a user terminal.SELECTED DRAWING: Figure 1

Systems and methods are disclosed for a card device that integrates eSIM technology and Distributed Ledger Technology (DLT) to provide a secure, flexible solution for handling transactions across multiple financial institutions (FIs). The card system associates a single, secure eSIM-enabled card with multiple accounts and FIs, enhancing transaction security and efficiency. The card, embedded with an eSIM, allows dynamic association with customer details and FI accounts, ensuring each transaction is authenticated on a decentralized platform without sharing sensitive information. The system employs DLT for logging transaction details and managing transaction metadata centrally, providing fraud detection and real-time settlement capabilities. The invention improves security by using cryptographic methods and real-time monitoring including geo-locating of cards and clones to prevent unauthorized access and fraud, addressing the need for a secure, multi-institution financial transaction platform.

1. The name of the design product: artificial intelligence voice interaction graphical user interface of electronic equipment. 2. The use of the design product: an electronic device. 3. The design points of the design product: in the graphical user interface. 4. The picture or photo that best indicates the design points: design 1 front view. 5. Design 1 is designated as the basic design. 6. The use of the graphical user interface: to improve customer information interaction experience, meet the needs of information query and knowledge acquisition, etc. 7. The change state of the graphical user interface is as follows: design 1: swipe left, design 1 front view jumps to design 1 change state figure 1. By voice waking up the virtual person or long pressing the screen, design 1 change state figure 1 jumps to design 1 change state figure 2. According to the input voice instruction, design 1 change state figure 2 jumps to design 1 change state figure 3. Design 2: by voice waking up the virtual person or long pressing the screen, design 2 front view jumps to design 2 change state figure 1. According to the input voice instruction, design 2 change state figure 1 jumps to design 2 change state figure 2. Design 3: by voice waking up the virtual person or long pressing the screen, design 3 front view jumps to design 3 change state figure 1. According to the input voice instruction, design 3 change state figure 1 jumps to design 3 change state figure 2. Design 4: by voice waking up the virtual person or long pressing the screen, design 4 front view jumps to design 4 change state figure 1. According to the input voice instruction, design 4 change state figure 1 jumps to design 4 change state figure 2. Design 5: swipe left, design 5 front view jumps to design 5 change state figure. 8. Other circumstances that need to be explained: "X" or "-" words, letters, numbers or symbols in the interface.

The present invention relates to a mediation service system 100 connected via a network 500 to at least one customer terminal 300, a first acquaintance terminal 200, and a second acquaintance terminal 400, and the system includes a database 120 that stores customer information, customer's acquaintance information, acquaintance reliability information, notification information between acquaintances, and recommendation information; and a server 110 that, upon requests from the customer terminal 300, the first acquaintance terminal 200, or the second acquaintance terminal 400, performs intangible value transactions between acquaintances, manages customer applications, generates the customer's personal network map, determines levels based on the number of customer's personal networks and transaction frequency, and recommends as acquaintances customers whose level is above a reference level. In this embodiment of the present disclosure, it may provide various connection services, such as information sharing, sales, and bartering, by utilizing the customer's personal network, address book, and social network.

Determine distribution channels that can improve the relevance of the content to users. [Solution] The content processing system 1 includes an advertising management server 100 and a printer 200. The advertising management server 100 has a customer information database 130 that stores a first user ID for logging into a non-printing service using a terminal different from the printer 200, associated with the printer ID of the printer 200 which is the destination for the advertising image. The advertising management server 100 executes S7 and S109 to obtain suitability conditions for the destination of the advertising image, including conditions related to the user's attribute information stored in association with the first user ID, and S8 and S110 to identify the printer ID associated with the first user ID that suits the conditions related to the user's attribute information. The printer 200 has a printing unit 270 that prints the distributed image based on the advertising image distributed to the printer 200 whose printer ID was identified by S8 and S110.

The embodiment of the application discloses a kind of based on blockchain technology's customer information session acquisition method and device, it is related to blockchain technology field, it can be used in financial field or other fields, the method comprises: obtaining preset block index and preset bank session private chain;According to the block index, the position information of the data block corresponding to the target customer in the bank session private chain is determined, then the data block is obtained from the bank session private chain according to the position information, and then the customer information session of the target customer is obtained from the data block.This application effectively prevents the occurrence of session drift, effectively avoids the problem that customers cannot obtain services due to session drift.

The embodiment of the invention provides a service method and device, equipment, a storage medium and a program product, and relates to the technical field of financial science and technology or artificial intelligence. The method comprises the following steps: collecting target customer information, wherein the target customer information comprises first face image data and first audio data of a target customer; performing facial feature extraction based on the first facial image data to obtain first facial feature information; performing audio feature extraction based on the first audio data to obtain first audio feature information; determining first state information according to the first facial feature information and the first audio feature information, wherein the first state information is used for indicating an emotional state of the target customer; under the condition that the first condition is met, first information is sent to the first terminal, the first information is used for indicating the first terminal to interact with the target client, and the first condition includes that the first state information meets the second condition. According to the service method provided by the invention, the satisfaction degree of bank services is improved.

To provide a business support system excellent in convenience for providing information by electronic mail, SMS or mail.SOLUTION: This business support system 1 is composed of a first server 11 having at least a WEB function, a second server 12 having at least a database function, a business person side client terminal 21 allowing a business person in charge to access the first server through a network, and customer side client terminals 22, 23. allowing a customer to access the first server through the network. In the second server, a database capable of processing at least the table T1 related to the business person in charge, the table T2 related to the customer information, and the table T3 related to the provision material information operates.SELECTED DRAWING: Figure 1

Systems, methods, and apparatuses for providing a customer a central location to manage permissions provided to third-parties and devices to access and use customer information maintained by a financial institution are described. The central location serves as a central portal where a customer of the financial institution can manage all access to account information and personal information stored at the financial institution. Accordingly, the customer does not need to log into each individual third-party system or customer device to manage previously provided access to the customer information or to provision new access to the customer information. A user additionally is able to have user data and third-party accounts of the user deleted from devices, applications, and third-party systems via a central portal. Restrictions on how user data is used by devices, applications, and third-party systems can be imposed via a central portal.

A temporary device pairing system (300) can use customer data captured by a customer information device (306) to pair individual customers with individual attraction devices (310). The customer information device (306) can include a sensor (326) that captures customer data, a processor (320) configured to determine customer information from the acquired data, and communication circuitry (328) configured to wirelessly communicate the customer information to the attraction devices (310) to pair the attraction devices (310) to the customer.

The invention discloses an intelligent sales assistance method and system based on an AI large model, and aims to realize real-time intelligent assistance, communication whole-process redisk and salesperson targeted training in a face-to-face communication process between salespersons and customers, and finally achieve the purposes of improving service efficiency, reducing operation cost and enhancing customer experience. The method comprises the following steps: a preparation stage: a system is connected with a CRM system to obtain customer related information, and a multi-modal large model generates a customer portrait and a personalized reception plan based on the customer information; in the execution stage, the terminal layer collects audio and video data in the sales and customer communication process, preprocesses the audio and video data and transmits the audio and video data to the cloud, a dialogue context is constructed after the audio and video data is processed by the data processing and capability layer, and a multi-modal large model of the core decision layer completes customer intention recognition, emotion analysis, knowledge retrieval and auxiliary content generation based on the dialogue context. The information is fed back to sales personnel through the terminal layer; and in the redisk stage, the large model automatically generates conference summary, action items and personalized improvement suggestions based on complete communication data.

The invention discloses an insurance agent data processing method, device and equipment and a medium, which are applied to an insurance service platform, comprise a management agent, an analysis agent and an adjustment agent, and send customer information, historical insurance data and inherent risk data to the analysis agent based on the management agent, the historical claim settlement data is sent to an adjustment agent, an analysis agent is used to carry out risk analysis on a client to obtain a target analysis result, an initial insurance policy is generated according to the target analysis result and is sent to the adjustment agent, the adjustment agent is used to adjust the initial insurance policy to obtain an adjusted insurance policy, and a management agent is used to carry out risk analysis on the client to obtain the adjusted insurance policy. And checking the adjusted insurance policy to obtain a checking result, and if a preset condition is not met, executing the step of using the analysis agent until the preset condition is met to obtain a target insurance policy. The method can be applied to the field of financial science and technology, and the insurance policy generation reliability is improved while the insurance policy generation efficiency is improved.

The invention discloses a bank customer management task allocation method and related equipment, which can allocate customer information to a proper secondary bank institution according to an association relationship between the customer information and the secondary bank institution, so that on one hand, the allocation of customer service resources in a primary bank institution is realized; on one hand, the client information is allocated to the appropriate second-level bank institution, so that clients corresponding to the client information have specific service providers, conversion from extensive service to fine service is realized, and the operation efficiency of the first-level bank institution is improved. The customer can obtain more detailed bank service; the bank customer management task allocation method is easy to realize through computer equipment, can get rid of dependence on personal experience during manual execution, and reduces subjectivity and errors in the bank customer management task allocation process. The method is widely applied to the technical field of financial information.

The approved email generation system described is capable of producing email communications between users and customers by using approved email templates and content that have been aligned with customer information regarding access to such content. Additional electronic communication builder rules conditionally provide access to a set of fields for personalization as well various aligned content. Once the approved email has been generated, the content may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.

The application discloses a bank fixed deposit target customer classification method based on a quantum neural network, relates to the technical field of classification based on quantum computing, and comprises the following steps: preprocessing a bank fixed deposit data set, obtaining feature information of bank fixed deposit customers, and loading the feature information into a quantum state; processing the quantum state by using a quantum neural network to obtain a prediction result of the feature information of the bank fixed deposit customers, constructing a loss function according to the prediction result of the feature information of the bank fixed deposit customers and a real label of the bank fixed deposit customers, updating parameters of the quantum neural network according to the loss function until a termination condition is met; and classifying feature information of a bank fixed deposit customer of a preset user according to the latest obtained quantum neural network. The quantum neural network is superior to a classical neural network in extraction of global features of bank deposit customer information and convergence speed, and requires less data for training.

The application discloses a kind of processing method, device and electronic equipment of customer information, which is applied to big data field, and the method comprises: the customer information in multiple incoming call work orders of multiple customers is encoded and processed, to obtain multiple documents corresponding to multiple incoming call work orders;Obtain the weighting matrix model of each document in multiple documents;Obtain the theme word set of each document in multiple documents;According to the theme word set of each document and the weighting matrix model of each document, the target similarity between each document in multiple documents and each other document is calculated;According to target similarity, multiple documents are clustered based on PAM clustering algorithm, to obtain the clustered document set;From the clustered document set, obtain the target information of multiple customers.By the present application, the problem that the value information of incoming call work order is extracted by artificial labeling or natural language processing technology in related technology, leading to the inaccuracy of information extracted from incoming call work order is solved.