CN109408792B - Customer information complement method and device - Google Patents
Customer information complement method and device Download PDFInfo
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- CN109408792B CN109408792B CN201811222849.8A CN201811222849A CN109408792B CN 109408792 B CN109408792 B CN 109408792B CN 201811222849 A CN201811222849 A CN 201811222849A CN 109408792 B CN109408792 B CN 109408792B
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Abstract
The method for the customer information complement provided by the application comprises the following steps: adding various types of customer information fields in a data dictionary; establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template; when the customer information is maintained and traded, the corresponding information maintenance template is called according to the information maintenance template corresponding to the customer information maintenance and the supplementary recording is carried out on the customer information according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary. The invention can provide flexible and standard customer information supplementary record mechanism for each branch and region by establishing the mapping relation between each type of customer information field and the information maintenance template in the data dictionary, can change the supplementary record field at any time without modifying codes, reduces the changing cost, timely responds to the supervision requirement and improves the customer information supplementary record efficiency.
Description
Technical Field
The invention relates to the technical field of data processing, in particular to a method and a device for complementary recording of client information.
Background
As banking businesses become increasingly technological, the regulatory requirements of global banking authorities on customer information change increasingly, and different customer information may need to be entered by each branch due to different regulatory requirements and usage habits.
The existing core system can store most public information of maintenance clients, but cannot contain special client information required by all branches, if the requirement is met, the core system needs to maintain special fields required by all branches, so that a large number of redundant fields are caused, each branch needs to find the required field from a large number of branch complement fields, the efficiency of complement client information is seriously affected, and the mechanism is unfavorable for changing, if a certain branch is changed, all branches are involved, and the changing cost is high.
In another scheme, field complement is provided in the characteristic system according to the requirement of each branch, but the scheme needs to modify the program every time the client complement information is changed, and has high change cost.
Disclosure of Invention
In view of this, the invention provides a method and a device for the supplementary recording of customer information, which solve the problem of field redundancy caused by the fact that a core system stores the supplementary recording field information of customers in all branches, and the method and the device do not need to modify codes, improve the supplementary recording efficiency of the customer information and reduce the changing cost.
In order to achieve the above purpose, the specific technical scheme provided by the invention is as follows:
a customer information complement method includes:
adding various types of customer information fields in a data dictionary;
establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template;
when the customer information is maintained and traded, the corresponding information maintenance template is called according to the information maintenance template corresponding to the customer information maintenance and the supplementary recording is carried out on the customer information according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary.
Optionally, adding various types of client information fields in the data dictionary includes:
the field names, field types, field lengths, field value types of various types of client information fields are added in the data dictionary.
Optionally, the field types include: drop down list, input box and selection box.
Optionally, the establishing a mapping relationship between each type of client information field in the data dictionary and the information maintenance template includes:
in the information maintenance template, the customer information fields corresponding thereto are set to be activated, and the customer information fields not corresponding thereto are set to be not activated.
Optionally, when the customer information maintenance transaction is performed, according to an information maintenance template corresponding to the customer information maintenance transaction, the corresponding information maintenance template is called, and the additional recording is performed on the customer information according to a mapping relationship between each type of customer information field and the information maintenance template in the data dictionary, including:
when a customer information maintenance transaction is performed, an information maintenance template corresponding to the customer information maintenance transaction is a target information maintenance template, and the target information maintenance template is called;
acquiring a target customer information field corresponding to the target information maintenance template according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary;
displaying the target client information field according to the field type of the target client information field;
and receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
A customer information supplementary recording apparatus, comprising:
a client information adding unit for adding various types of client information fields in the data dictionary;
the mapping relation establishing unit is used for establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template;
and the client information supplementary record unit is used for calling the corresponding information maintenance template according to the information maintenance template corresponding to the client information maintenance transaction when the client information maintenance transaction is carried out, and carrying out supplementary record on the client information according to the mapping relation between each type of client information field and the information maintenance template in the data dictionary.
Optionally, the client information adding unit is specifically configured to add a field name, a field type, a field length, and a field value type of each type of client information field in the data dictionary.
Optionally, the field types include: drop down list, input box and selection box.
Optionally, the mapping relation establishing unit is specifically configured to set, in the information maintenance template, a client information field corresponding to the mapping relation establishing unit to be started, and a client information field not corresponding to the mapping relation establishing unit to be not started.
Optionally, the client information complement unit includes:
the template calling subunit is used for calling the target information maintenance template by taking the information maintenance template corresponding to the customer information maintenance transaction as the target information maintenance template when the customer information maintenance transaction is performed;
the client information acquisition subunit is used for acquiring target client information fields corresponding to the target information maintenance templates according to the mapping relation between each type of client information fields in the data dictionary and the information maintenance templates;
a client information display subunit, configured to display the target client information field according to a field type of the target client information field;
and the client information receiving subunit is used for receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
Compared with the prior art, the invention has the following beneficial effects:
the invention discloses a method and a device for the supplementary recording of client information, which can provide a flexible and standard supplementary recording mechanism of client information for each branch and region by establishing the mapping relation between each type of client information field and the information maintenance template in a data dictionary, solve the problem of field redundancy caused by the fact that a core system stores the information of the supplementary recording field of the client of all branches, change the supplementary recording field at any time without modifying codes, reduce the changing cost, respond to the local supervision requirement in time and improve the supplementary recording efficiency of the client information.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings that are required to be used in the embodiments or the description of the prior art will be briefly described below, and it is obvious that the drawings in the following description are only embodiments of the present invention, and that other drawings can be obtained according to the provided drawings without inventive effort for a person skilled in the art.
Fig. 1 is a schematic flow chart of a method for re-recording client information according to an embodiment of the present invention;
fig. 2 is a schematic flow chart of another method for re-recording user information according to an embodiment of the present invention;
fig. 3 is a schematic structural diagram of a client information supplementary recording device according to an embodiment of the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
Referring to fig. 1, the embodiment discloses a method for re-recording client information, which specifically includes the following steps:
s101: adding various types of customer information fields in a data dictionary;
specifically, field names, field types, field lengths, field value types of various types of client information fields are added in the data dictionary.
Wherein, the field names are various fields in the client information, such as client identification, client name, client account, etc.; the field type may be a drop down list, an input box, or a selection box; the field length is the maximum value of the customer information field; the field value type is a client information field value type. If the client information field is a client name, the field name is a client name, the field type is an input box, the field length is 70, and the field value type is in a free format.
S102: establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template;
specifically, in the information maintenance template, the client information fields corresponding to the information maintenance template are set to be started, and the client information fields not corresponding to the information maintenance template are set to be not started.
It is also possible to set in the information maintenance template whether the customer information field has to be filled.
S103: when the customer information is maintained and traded, the corresponding information maintenance template is called according to the information maintenance template corresponding to the customer information maintenance and the supplementary recording is carried out on the customer information according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary.
Specifically, referring to fig. 2, the method for performing the supplementary recording on the client information specifically includes the following steps:
s201: when a customer information maintenance transaction is performed, an information maintenance template corresponding to the customer information maintenance transaction is a target information maintenance template, and the target information maintenance template is called;
s202: acquiring a target customer information field corresponding to the target information maintenance template according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary;
s203: displaying the target client information field according to the field type of the target client information field;
if the field type of the target client information field is a drop-down list, the target client information field is displayed in the form of the drop-down list, and if the field type of the target client information field is an input box, the target client information field is displayed in the form of the input box.
S204: and receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
According to the client information complement method disclosed by the embodiment, a mapping relation between each type of client information field and the information maintenance template in the data dictionary is established, a flexible and standard client information complement mechanism can be provided for each branch and region, the problem of field redundancy caused by the fact that a core system stores client complement field information of all branches is solved, the complement field can be changed at any time without modifying codes, the changing cost is reduced, and the client information complement efficiency is improved in response to the supervision requirement in time.
Referring to fig. 3, the embodiment correspondingly discloses a client information re-recording device, which includes:
a client information adding unit 301 for adding various types of client information fields in the data dictionary;
a mapping relation establishing unit 302, configured to establish a mapping relation between each type of client information field and the information maintenance template in the data dictionary;
the client information complement unit 303 is configured to, when the client information is maintained and transacted, call a corresponding information maintenance template according to an information maintenance template corresponding to the client information maintenance and complement the client information according to a mapping relationship between each type of client information field and the information maintenance template in the data dictionary.
Optionally, the client information adding unit 301 is specifically configured to add a field name, a field type, a field length, and a field value type of each type of client information field in the data dictionary.
Optionally, the field types include: drop down list, input box and selection box.
Optionally, the mapping relationship establishing unit 302 is specifically configured to set, in the information maintenance template, a client information field corresponding to the mapping relationship establishing unit to be started, and a client information field not corresponding to the mapping relationship establishing unit to be not started.
Optionally, the client information complement unit 303 includes:
the template calling subunit is used for calling the target information maintenance template by taking the information maintenance template corresponding to the customer information maintenance transaction as the target information maintenance template when the customer information maintenance transaction is performed;
the client information acquisition subunit is used for acquiring target client information fields corresponding to the target information maintenance templates according to the mapping relation between each type of client information fields in the data dictionary and the information maintenance templates;
a client information display subunit, configured to display the target client information field according to a field type of the target client information field;
and the client information receiving subunit is used for receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
According to the client information supplementary recording device disclosed by the embodiment, a flexible and standard client information supplementary recording mechanism can be provided for each branch and region by establishing the mapping relation between each type of client information field and the information maintenance template in the data dictionary, the problem of field redundancy caused by the fact that a core system stores client supplementary recording field information of all branches is solved, the supplementary recording field can be changed at any time without modifying codes, the changing cost is reduced, the response to the ground supervision requirement can be timely responded, and the client information supplementary recording efficiency is improved.
The previous description of the disclosed embodiments is provided to enable any person skilled in the art to make or use the present invention. Various modifications to these embodiments will be readily apparent to those skilled in the art, and the generic principles defined herein may be applied to other embodiments without departing from the spirit or scope of the invention. Thus, the present invention is not intended to be limited to the embodiments shown herein but is to be accorded the widest scope consistent with the principles and novel features disclosed herein.
Claims (8)
1. A method for supplementing customer information, comprising:
adding various types of customer information fields in a data dictionary;
establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template;
when a customer information maintenance transaction is performed, an information maintenance template corresponding to the customer information maintenance transaction is a target information maintenance template, and the target information maintenance template is called;
acquiring a target customer information field corresponding to the target information maintenance template according to the mapping relation between each type of customer information field and the information maintenance template in the data dictionary;
displaying the target client information field according to the field type of the target client information field;
and receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
2. The method of claim 1, wherein adding various types of customer information fields in the data dictionary comprises:
the field names, field types, field lengths, field value types of various types of client information fields are added in the data dictionary.
3. The method of claim 1, wherein the field type comprises: drop down list, input box and selection box.
4. The method of claim 1, wherein establishing a mapping relationship between each type of client information field in the data dictionary and the information maintenance template comprises:
in the information maintenance template, the customer information fields corresponding thereto are set to be activated, and the customer information fields not corresponding thereto are set to be not activated.
5. A customer information supplementary recording apparatus, comprising:
a client information adding unit for adding various types of client information fields in the data dictionary;
the mapping relation establishing unit is used for establishing a mapping relation between each type of client information field in the data dictionary and the information maintenance template;
the template calling subunit is used for calling the target information maintenance template by taking the information maintenance template corresponding to the customer information maintenance transaction as the target information maintenance template when the customer information maintenance transaction is performed;
the client information acquisition subunit is used for acquiring target client information fields corresponding to the target information maintenance templates according to the mapping relation between each type of client information fields in the data dictionary and the information maintenance templates;
a client information display subunit, configured to display the target client information field according to a field type of the target client information field;
and the client information receiving subunit is used for receiving target client information corresponding to the target client information field, which is input by a user, so as to complete the complement of the client information.
6. The apparatus according to claim 5, wherein said client information adding unit is specifically configured to add field names, field types, field lengths, field value types of various types of client information fields in the data dictionary.
7. The apparatus of claim 5, wherein the field type comprises: drop down list, input box and selection box.
8. The apparatus according to claim 5, wherein the mapping relation establishing unit is specifically configured to set, in the information maintenance template, a client information field corresponding thereto to be activated and a client information field not corresponding thereto to be not activated.
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| Application Number | Priority Date | Filing Date | Title |
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| CN201811222849.8A CN109408792B (en) | 2018-10-19 | 2018-10-19 | Customer information complement method and device |
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| CN201811222849.8A CN109408792B (en) | 2018-10-19 | 2018-10-19 | Customer information complement method and device |
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| CN102314495A (en) * | 2011-08-26 | 2012-01-11 | 大唐软件技术股份有限公司 | Method for maintaining database object |
| CN102779040A (en) * | 2012-06-21 | 2012-11-14 | 东莞市微模式软件有限公司 | Method and device for generating user-defined form |
| CN107315771A (en) * | 2017-05-23 | 2017-11-03 | 中国科学院计算机网络信息中心 | A kind of data collection system customization method based on expanding library table data dictionary |
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| US7200806B2 (en) * | 2002-10-25 | 2007-04-03 | Ubs Ag | System and method for generating pre-populated forms |
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| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102314495A (en) * | 2011-08-26 | 2012-01-11 | 大唐软件技术股份有限公司 | Method for maintaining database object |
| CN102779040A (en) * | 2012-06-21 | 2012-11-14 | 东莞市微模式软件有限公司 | Method and device for generating user-defined form |
| CN107315771A (en) * | 2017-05-23 | 2017-11-03 | 中国科学院计算机网络信息中心 | A kind of data collection system customization method based on expanding library table data dictionary |
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