CN111242583A - Dealer client data management method, dealer client data management device, computer equipment and storage medium - Google Patents
Dealer client data management method, dealer client data management device, computer equipment and storage medium Download PDFInfo
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Abstract
The application relates to a dealer client data management method, a dealer client data management device, a computer device and a storage medium, wherein the method comprises the following steps: acquiring basic operation data of a dealer; carrying out multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer; acquiring an account opening application request sent by the dealer; pushing the account opening application request to an OA for approval; and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result. The invention provides a whole set of management flow and service implementation scheme of channel dealer clients, carries out multi-dimensional evaluation on dealer credit worthiness during account opening, judges whether account opening is possible according to evaluation results, can provide system data support for rapidly realizing client management requirements of subsequent services, and realizes improvement of service efficiency and archiving of key data.
Description
Technical Field
The present invention relates to the field of computer technologies, and in particular, to a dealer customer data management method, apparatus, computer device, and storage medium.
Background
At present, with the development of computer technology, data management by using computers has been applied in more and more extensive fields. Data management is the process of efficiently collecting, storing, processing, and applying data using computer hardware and software techniques. The method aims to fully and effectively play the role of data, and the key for realizing effective management of the data is data organization.
However, in the prior art, for the dealer customer data, there is no complete management flow and service implementation scheme for the channel dealer customer, and the relationship of the channel customer hierarchy can be very intuitively summarized. In addition, the on-line operation is generally performed for the opening, closing and closing of the same applications of many dealers, and the off-line operation mode reduces the execution efficiency of the business process and wastes unnecessary human resource cost.
Disclosure of Invention
In view of the above, it is necessary to provide a dealer customer data management method, device, computer device and storage medium capable of providing system data support for quickly realizing customer management requirement for business.
A dealer customer data management method, the method comprising:
acquiring basic operation data of a dealer;
carrying out multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer;
acquiring an account opening application request sent by the dealer;
pushing the account opening application request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result.
In one embodiment, after the step of performing multidimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer, the method further comprises the following steps:
acquiring a related user application request sent by the dealer;
pushing the user-related application request to an OA for approval;
and acquiring an approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
In one embodiment, the method further comprises:
acquiring a change order making request sent by the dealer;
pushing the change order making request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result and the corresponding change content in the request.
In one embodiment, the method further comprises:
acquiring contract information of the dealer and creating a corresponding contract application form;
pushing the contract application form to OA for approval;
and acquiring an approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned approval result.
A dealer customer data management apparatus, the apparatus comprising:
the system comprises a first acquisition module, a second acquisition module and a third acquisition module, wherein the first acquisition module is used for acquiring basic operation data of a dealer;
the credit worthiness evaluation module is used for carrying out multi-dimensional credit worthiness evaluation on the dealer according to the basic operation data of the dealer;
the second acquisition module is used for acquiring an account opening application request sent by the dealer;
the request pushing module is used for pushing the account opening application request to the OA for approval;
and the return updating module is used for acquiring the examination and approval result returned by the OA and updating the state of the corresponding dealer according to the returned examination and approval result.
In one embodiment, the apparatus further includes an affiliation request module configured to:
acquiring a related user application request sent by the dealer;
pushing the user-related application request to an OA for approval;
and acquiring an approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
In one embodiment, the apparatus further includes a change request module, where the change request module is configured to:
acquiring a change order making request sent by the dealer;
pushing the change order making request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result and the corresponding change content in the request.
In one embodiment, the apparatus further comprises a contract application module configured to:
acquiring contract information of the dealer and creating a corresponding contract application form;
pushing the contract application form to OA for approval;
and acquiring an approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned approval result.
A computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, the processor implementing the steps of any of the above methods when executing the computer program.
A computer-readable storage medium, on which a computer program is stored which, when being executed by a processor, carries out the steps of any of the methods described above.
The dealer client data management method, the dealer client data management device, the computer equipment and the storage medium acquire basic operation data of dealers; carrying out multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer; acquiring an account opening application request sent by the dealer; pushing the account opening application request to an OA for approval; and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result. The invention provides a whole set of management flow and service implementation scheme of channel dealer clients, carries out multi-dimensional evaluation on dealer credit worthiness during account opening, judges whether account opening is possible according to evaluation results, can provide system data support for rapidly realizing client management requirements of subsequent services, and realizes improvement of service efficiency and archiving of key data.
Drawings
FIG. 1 is a schematic flow chart diagram illustrating a dealer customer data management method in one embodiment;
FIG. 2 is a schematic flow chart diagram illustrating a dealer customer data management method in accordance with another embodiment;
FIG. 3 is a flowchart showing a dealer customer data management method in still another embodiment;
FIG. 4 is a schematic flow chart diagram illustrating a dealer customer data management method in accordance with yet another embodiment;
FIG. 5 is a block diagram showing the construction of a dealer customer data management apparatus according to one embodiment;
FIG. 6 is a block diagram showing the construction of a dealer customer data management apparatus according to another embodiment;
FIG. 7 is a block diagram showing the construction of a dealer customer data management apparatus in still another embodiment;
FIG. 8 is a block diagram showing the construction of a dealer customer data management apparatus in still another embodiment;
FIG. 9 is a diagram illustrating an internal structure of a computer device according to an embodiment.
Detailed Description
In order to make the objects, technical solutions and advantages of the present application more apparent, the present application is described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the present application and are not intended to limit the present application.
In one embodiment, as shown in FIG. 1, there is provided a dealer customer data management method, the method comprising:
step 102, acquiring basic operation data of a dealer;
104, performing multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer;
step 108, pushing the account opening application request to OA for approval;
and step 110, acquiring the approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result.
Specifically, in the present embodiment, there is provided a dealer customer data management method that can be applied to a CRM (customer relationship management) system for dealer account opening. Firstly, acquiring basic operation data of a dealer, maintaining the basic operation data of the dealer, wherein the specific basic operation data comprises storage conditions, administrative management conditions, business capacity, business operation capacity and the like of the dealer, and performing multi-dimensional credit worthiness assessment according to the data dealer. Then, acquiring a new account opening application sent by a dealer; after receiving the account opening application, the CRM sends the account opening application to the OA for approval, and specifically, whether the dealer can perform account opening can be judged according to the result of the multidimensional credit worthiness assessment. Finally, the OA approves and returns the result of the account opening application to the CRM, and the CRM updates the state of the dealer.
It can be understood that, the corresponding data base is stored in the CRM system, and the call relations and membership relations between the dealers and the corresponding dealers are recorded, so the call relations between different customers and the relations between the subject customers and the subject and membership customers of the same dealer can be maintained through the data base.
In the embodiment, basic operation data of a dealer is acquired; carrying out multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer; acquiring an account opening application request sent by the dealer; pushing the account opening application request to an OA for approval; and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result. The embodiment provides a whole set of management flow and service implementation scheme of channel dealer clients, performs multidimensional evaluation on dealer credit worthiness during account opening, judges whether account opening is possible according to an evaluation result, can provide system data support for rapidly realizing client management requirements of subsequent services, and achieves the purposes of improving service efficiency and archiving key data.
In one embodiment, as shown in fig. 2, there is provided a dealer customer data management method, after the step of performing multidimensional credit worthiness assessment on a dealer according to basic operation data of the dealer, the method further comprises:
step 202, acquiring a request for a user application sent by a dealer;
step 204, pushing the request of the user application to OA for approval;
and step 206, acquiring the approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
Specifically, the present embodiment provides a dealer customer data management method, which can be applied to a CRM system for a dealer's customs, and specifically includes the following steps:
first, the dealer makes a customer application. Next, the CRM will apply for a push OA approval from the customer. The OA then approves and returns the results of the customer application to the CRM. Finally, CRM updates the customer status, giving the customer status a freeze for the order.
In one embodiment, as shown in FIG. 3, there is provided a dealer customer data management method, the method further comprising:
step 302, acquiring a change order making request sent by a dealer;
step 304, pushing the change order making request to OA for approval;
and step 306, acquiring the examination and approval result returned by the OA, and updating the state of the corresponding dealer according to the returned examination and approval result and the corresponding change content in the request.
Specifically, the present embodiment provides a dealer customer data management method, which can be applied to a CRM system for dealer change, and specifically includes the following steps:
first, the customer changes the billing. Next, the CRM pushes the customer change order to the OA for approval. The OA then approves and returns the results of the opening application to the CRM. Finally, CRM updates the customer information.
In one embodiment, as shown in FIG. 4, there is provided a dealer customer data management method, the method further comprising:
step 402, acquiring contract information of a dealer, and creating a corresponding contract application form;
step 404, pushing the contract application form to OA for approval;
and step 406, acquiring the examination and approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned examination and approval result.
Specifically, the present embodiment provides a dealer customer data management method, which can be applied to a contract application for a dealer in a CRM system, and specifically includes the following steps:
first, dealer contract information is maintained. Next, a contract application form is created, which is pushed by the CRM to the OA. The OA then approves and returns the approval to the CRM. Finally, the CRM updates the contract state information.
It should be understood that although the various steps in the flow charts of fig. 1-4 are shown in order as indicated by the arrows, the steps are not necessarily performed in order as indicated by the arrows. The steps are not performed in the exact order shown and described, and may be performed in other orders, unless explicitly stated otherwise. Moreover, at least some of the steps in fig. 1-4 may include multiple sub-steps or multiple stages that are not necessarily performed at the same time, but may be performed at different times, and the order of performance of the sub-steps or stages is not necessarily sequential, but may be performed in turn or alternating with other steps or at least some of the sub-steps or stages of other steps.
In one embodiment, as shown in fig. 5, there is provided a dealer customer data management apparatus 500 including:
a first obtaining module 501, configured to obtain basic operation data of a dealer;
a credit worthiness assessment module 502, configured to perform multidimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer;
a second obtaining module 503, configured to obtain an account opening application request sent by the dealer;
a request pushing module 504, configured to push the account opening application request to the OA for approval;
and a return updating module 505, configured to obtain an approval result returned by the OA, and update a state of the corresponding dealer according to the returned approval result.
In one embodiment, as shown in FIG. 6, there is provided a dealer customer data management apparatus 500, further comprising a customer request module 506 for:
acquiring a related user application request sent by the dealer;
pushing the user-related application request to an OA for approval;
and acquiring an approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
In one embodiment, as shown in fig. 7, there is provided a dealer customer data management apparatus 500, further comprising a change request module 507 for:
acquiring a change order making request sent by the dealer;
pushing the change order making request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result and the corresponding change content in the request.
In one embodiment, as shown in FIG. 8, there is provided a dealer customer data management apparatus 500, further comprising a contract application module 508 for:
acquiring contract information of the dealer and creating a corresponding contract application form;
pushing the contract application form to OA for approval;
and acquiring an approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned approval result.
For specific limitations of the dealer customer data management apparatus, reference may be made to the above limitations of the dealer customer data management method, which will not be described herein again.
In one embodiment, a computer device is provided, the internal structure of which may be as shown in FIG. 9. The computer apparatus includes a processor, a memory, and a network interface connected by a device bus. Wherein the processor of the computer device is configured to provide computing and control capabilities. The memory of the computer device comprises a nonvolatile storage medium and an internal memory. The nonvolatile storage medium stores an operating device, a computer program, and a database. The internal memory provides an environment for the operation device in the nonvolatile storage medium and the execution of the computer program. The network interface of the computer device is used for communicating with an external terminal through a network connection. The computer program is executed by a processor to implement a dealer customer data management method.
Those skilled in the art will appreciate that the architecture shown in fig. 9 is merely a block diagram of some of the structures associated with the disclosed aspects and is not intended to limit the computing devices to which the disclosed aspects apply, as particular computing devices may include more or less components than those shown, or may combine certain components, or have a different arrangement of components.
In one embodiment, a computer device is provided, comprising a memory, a processor and a computer program stored on the memory and executable on the processor, the processor implementing the steps of the above method embodiments when executing the computer program.
In one embodiment, a computer-readable storage medium is provided, on which a computer program is stored, which, when being executed by a processor, carries out the steps of the above respective method embodiments.
It will be understood by those skilled in the art that all or part of the processes of the methods of the embodiments described above can be implemented by hardware instructions of a computer program, which can be stored in a non-volatile computer-readable storage medium, and when executed, can include the processes of the embodiments of the methods described above. Any reference to memory, storage, database, or other medium used in the embodiments provided herein may include non-volatile and/or volatile memory, among others. Non-volatile memory can include read-only memory (ROM), Programmable ROM (PROM), Electrically Programmable ROM (EPROM), Electrically Erasable Programmable ROM (EEPROM), or flash memory. Volatile memory can include Random Access Memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in a variety of forms such as Static RAM (SRAM), Dynamic RAM (DRAM), Synchronous DRAM (SDRAM), Double Data Rate SDRAM (DDRSDRAM), Enhanced SDRAM (ESDRAM), Synchronous Link DRAM (SLDRAM), Rambus Direct RAM (RDRAM), direct bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM).
The technical features of the above embodiments can be arbitrarily combined, and for the sake of brevity, all possible combinations of the technical features in the above embodiments are not described, but should be considered as the scope of the present specification as long as there is no contradiction between the combinations of the technical features.
The above-mentioned embodiments only express several embodiments of the present application, and the description thereof is more specific and detailed, but not construed as limiting the scope of the invention. It should be noted that, for a person skilled in the art, several variations and modifications can be made without departing from the concept of the present application, which falls within the scope of protection of the present application. Therefore, the protection scope of the present patent shall be subject to the appended claims.
Claims (10)
1. A dealer customer data management method, the method comprising:
acquiring basic operation data of a dealer;
carrying out multi-dimensional credit worthiness assessment on the dealer according to the basic operation data of the dealer;
acquiring an account opening application request sent by the dealer;
pushing the account opening application request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result.
2. The dealer customer data management method of claim 1, further comprising, after the step of performing a multidimensional credit worthiness assessment for the dealer based on the dealer's basic operational data:
acquiring a related user application request sent by the dealer;
pushing the user-related application request to an OA for approval;
and acquiring an approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
3. The dealer customer data management method of claim 1, the method further comprising:
acquiring a change order making request sent by the dealer;
pushing the change order making request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result and the corresponding change content in the request.
4. The dealer customer data management method of claim 1, the method further comprising:
acquiring contract information of the dealer and creating a corresponding contract application form;
pushing the contract application form to OA for approval;
and acquiring an approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned approval result.
5. A dealer customer data management apparatus, characterized in that the apparatus comprises:
the system comprises a first acquisition module, a second acquisition module and a third acquisition module, wherein the first acquisition module is used for acquiring basic operation data of a dealer;
the credit worthiness evaluation module is used for carrying out multi-dimensional credit worthiness evaluation on the dealer according to the basic operation data of the dealer;
the second acquisition module is used for acquiring an account opening application request sent by the dealer;
the request pushing module is used for pushing the account opening application request to the OA for approval;
and the return updating module is used for acquiring the examination and approval result returned by the OA and updating the state of the corresponding dealer according to the returned examination and approval result.
6. The dealer customer data management apparatus of claim 5, the apparatus further comprising an affiliate request module to:
acquiring a related user application request sent by the dealer;
pushing the user-related application request to an OA for approval;
and acquiring an approval result returned by the OA, updating the state of the corresponding dealer according to the returned approval result, and setting the order of the corresponding dealer in a frozen state.
7. The dealer customer data management apparatus of claim 5, the apparatus further comprising a change request module to:
acquiring a change order making request sent by the dealer;
pushing the change order making request to an OA for approval;
and acquiring an approval result returned by the OA, and updating the state of the corresponding dealer according to the returned approval result and the corresponding change content in the request.
8. The dealer customer data management apparatus of claim 5, the apparatus further comprising a contract application module to:
acquiring contract information of the dealer and creating a corresponding contract application form;
pushing the contract application form to OA for approval;
and acquiring an approval result returned by the OA, and updating the contract state information corresponding to the dealer according to the returned approval result.
9. A computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the steps of the method of any of claims 1 to 4 are implemented when the computer program is executed by the processor.
10. A computer-readable storage medium, on which a computer program is stored, which, when being executed by a processor, carries out the steps of the method of any one of claims 1 to 4.
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| CN202010046105.6A CN111242583A (en) | 2020-01-16 | 2020-01-16 | Dealer client data management method, dealer client data management device, computer equipment and storage medium |
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| CN202010046105.6A CN111242583A (en) | 2020-01-16 | 2020-01-16 | Dealer client data management method, dealer client data management device, computer equipment and storage medium |
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Citations (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107301558A (en) * | 2016-04-15 | 2017-10-27 | 长沙海商网络技术有限公司 | The city management system development of PC+ movements multiple terminals the whole network retail trader |
| CN107330755A (en) * | 2017-06-05 | 2017-11-07 | 浙江信源电器制造有限公司 | Dealer management system |
| CN108428165A (en) * | 2018-02-12 | 2018-08-21 | 上海安戈实业有限公司 | Manufacturer, dealer and buyer's linkage transaction system and method for commerce |
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2020
- 2020-01-16 CN CN202010046105.6A patent/CN111242583A/en active Pending
Patent Citations (3)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107301558A (en) * | 2016-04-15 | 2017-10-27 | 长沙海商网络技术有限公司 | The city management system development of PC+ movements multiple terminals the whole network retail trader |
| CN107330755A (en) * | 2017-06-05 | 2017-11-07 | 浙江信源电器制造有限公司 | Dealer management system |
| CN108428165A (en) * | 2018-02-12 | 2018-08-21 | 上海安戈实业有限公司 | Manufacturer, dealer and buyer's linkage transaction system and method for commerce |
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