CN112862226A - Information processing method, information processing apparatus, information processing medium, and electronic device - Google Patents
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Abstract
The invention provides an information processing method which is applied to a server or a terminal. The method applied to the server comprises the following steps: the target mark insurance to be distributed by the team in the preset time period sent by the terminal is received, the server determines the target mark insurance distributed to each role-level agent in the preset time period according to the target mark insurance to be distributed by the team and the distribution proportion of the target mark insurance of each role-level agent, the server determines the target mark insurance distributed to each agent in each role-level agent according to the target mark insurance of each role-level agent in the preset time period, the result of distributing the target mark insurance to be distributed by the team is more accurate in the mode, the leader of the team can issue the target mark insurance to each agent according to the distribution result, each agent receives the target mark insurance close to the mark insurance which can be actually completed by the agent, and therefore continuous operation of the team is facilitated.
Description
Technical Field
The present invention relates to the field of data processing technologies, and in particular, to an information processing method, an information processing apparatus, an information processing medium, and an electronic device.
Background
For the target mark and guarantee of the insurance industry agent, currently, each insurance company manually specifies the target mark and guarantee which can be completed in a future period of time according to the target mark and guarantee completed by the insurance company in a past period of time. For example, the related personnel of the insurance company can make the target insurance which can be completed by the insurance company in one month in the next year according to the target insurance completed by the insurance company in one month in the last year. And then, according to the target mark and rise proportion which can be completed by the insurance company in one month in the next year, issuing the target mark to each team level for each branch company and each level mechanism of the insurance company, wherein when each team distributes the target mark, more of the team is allocated to the agent through related experience or is uniformly distributed on the agent, and the related agent cannot be given more detailed guidance of the target mark which can be completed, so that the target mark distributed to the agent is inaccurate, namely the target mark is inconsistent with the target mark which can be actually completed by the agent.
It is to be noted that the information disclosed in the above background section is only for enhancement of understanding of the background of the present invention and therefore may include information that does not constitute prior art known to a person of ordinary skill in the art.
Disclosure of Invention
An object of embodiments of the present invention is to provide an information processing method, an information processing apparatus, an information processing medium, and an electronic device, which can solve, at least to a certain extent, a defect that a target token assigned to an agent is inaccurate, that is, the target token does not conform to a target token that the agent may actually complete.
Additional features and advantages of the invention will be set forth in the detailed description which follows, or may be learned by practice of the invention.
According to a first aspect of the embodiments of the present invention, there is provided an information processing method applied to a server, the method including: receiving a target mark guarantee to be distributed by a team in a preset time period sent by a terminal; the server determines the allocation proportion of the target mark of each job-level agent according to the average mark of each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period; the server determines the target mark insurance distributed to each role-level agent within the preset time period according to the target mark insurance to be distributed by the team and the distribution proportion of the target mark insurance of each role-level agent; the server determines a target mark guarantee distributed to each agent in each job-level agent according to the target mark guarantee of each job-level agent, and sends the target mark guarantee of each agent to the terminal, so that the terminal displays the target mark guarantee of each agent.
In some embodiments of the invention, prior to said determining the allocation proportion of the target bid for each job-level agent, the method further comprises: the server determines the probability of converting a first client of each role-level agent into a second client in the preset time period according to the service data of each role-level agent; and the server determines the effective number of the clients of each job-level agent in the preset time period according to the probability that the first client of each job-level agent in the preset time period is converted into the second client.
In some embodiments of the invention, the method further comprises: the server determines the total mark guarantee of each job-level agent in the preset time period according to the service data of each job-level agent; and the server determines the average mark guarantee of each agent in each job-level agent in the preset time period according to the total mark guarantee of each job-level agent in the preset time period.
In some embodiments of the invention, the method further comprises: and the server determines the average mark guarantee generated by each effective client in the preset time period according to the number of the effective clients of each job-level agent in the preset time period and the average mark guarantee of each agent in each job-level agent in the preset time period.
In some embodiments of the invention, the server determining the target bid for each agent of each job-level agent based on the target bid for each job-level agent comprises: calculating the proportion of the number of effective clients of each agent in the preset time period to the number of effective clients of each job-level agent in the preset time period; and the server calculates the target mark of each agent in each job-level agent according to the proportion and the target mark of each job-level agent in the preset time period.
In some embodiments of the invention, the method comprises: the data model is established based on the business data of each position agent in each area, and the business data of each position agent comprises any one or more of the following items: the system comprises a data model, a data model and a data processing module, wherein the data model comprises information of each job-level agent in each region, policy data responsible for each job-level agent in each region, and client information responsible for each job-level agent in each region, and the data model comprises preset rules and preset algorithms; the system comprises a preset algorithm and a client, wherein the preset rule is used for processing and correlating information of each job-level agent in each region, policy data responsible for each job-level agent in each region and client information responsible for each job-level agent in each region, and the preset algorithm is used for calculating factors applied when target policies to be distributed by the team are distributed.
In some embodiments of the invention, the method comprises: the data model is updated based on the business data for each of the job-level agents added in the future time.
In some embodiments of the invention, the method comprises: after determining the target mark and guarantee of the agent, if the current underwriting performance of the agent is partially completed in the target mark and guarantee of the agent, the server determines the mark and guarantee amount of the agent according to the current completed mark and guarantee degree, and sends the target mark and guarantee amount of the agent and the mark and guarantee amount of the agent to the terminal.
According to a second aspect of the embodiments of the present invention, there is provided an information processing method applied to a terminal, the method including: sending a target mark guarantee to be allocated to a team in a preset time period to a server, so that the server determines the target mark guarantee of each agent according to the target mark guarantee to be allocated to the team; receiving a target bid for each agent sent by the server; and displaying the target mark and guarantee of each agent on a display device of the terminal.
In some embodiments of the invention, the method comprises: after determining the target mark and guarantee of the agent, if the current underwriting performance of the agent has completed a part of the target mark and guarantee of the agent, the terminal receives the target mark and guarantee of the agent sent by the server, and the mark and guarantee amount of the agent is determined by the server according to the current completed mark and guarantee amount of the agent.
According to a third aspect of embodiments of the present invention, there is provided an information processing apparatus applied to a server, the apparatus including: the receiving module is used for receiving the target mark insurance to be distributed by the team in the preset time period sent by the terminal; the first determining module is used for determining the distribution proportion of the target mark of each job-level agent according to the average mark of each valid client generated in the preset time period and the number of valid clients of each job-level agent in the preset time period by the server; the second determination module is used for determining the target mark insurance distributed to each role-level agent within the preset time period according to the target mark insurance to be distributed by the team and the distribution proportion of the target mark insurance of each role-level agent by the server; a third determining module, configured to determine, by the server, a target bid allocated to each agent of each job-level agent according to the target bid of each job-level agent within the preset time period; and the first sending module is used for sending the target mark and guarantee of each agent to the terminal by the server so that the terminal displays the target mark and guarantee of each agent.
In some embodiments of the invention, the apparatus further comprises: the fourth determining module is used for determining the probability of converting the first client to the second client of each role-level agent in the preset time period according to the service data of each role-level agent by the server; and the fifth determining module is used for determining the effective number of clients of each job-level agent in the preset time period according to the probability that the first client of each job-level agent in the preset time period is converted into the second client by the server.
In some embodiments of the invention, the apparatus further comprises: a sixth determining module, configured to determine, by the server, a total bid of each role agent within the preset time period according to the service data of each role agent; and the seventh determining module is used for determining the average mark guarantee of each agent in each position agent in the preset time period according to the total mark guarantee of each position agent in the preset time period by the server.
In some embodiments of the invention, the apparatus further comprises: and the eighth determining module is used for determining the average mark guarantee generated by each effective client in the preset time period according to the number of the effective clients of each job-level agent in the preset time period and the average mark guarantee of each agent in each job-level agent in the preset time period by the server.
In some embodiments of the invention, the third determining module includes: the proportion calculation module is used for calculating the proportion of the number of effective clients of each agent in the preset time period to the number of effective clients of each job-level agent in the preset time period by the server; and the agent target mark and guarantee determining module is used for calculating the target mark and guarantee of each agent in each job-level agent by the server according to the proportion and the target mark and guarantee of each job-level agent.
In some embodiments of the invention, the apparatus comprises: the server establishes a data model based on the business data of each job-level agent in each area, wherein the data model comprises a preset rule and a preset algorithm; the system comprises a preset algorithm and a client, wherein the preset rule is used for processing and correlating information of each job-level agent in each region, policy data responsible for each job-level agent in each region and client information responsible for each job-level agent in each region, and the preset algorithm is used for calculating factors applied when target policies to be distributed by the team are distributed.
In some embodiments of the invention, the apparatus comprises: and the updating module is used for updating the data model by the server according to the service data of each role-level agent added in the future time.
In some embodiments of the invention, the apparatus further comprises: and the second sending module is used for determining the target mark and guarantee of the agent, and if the current underwriting performance of the agent completes one part of the target mark and guarantee of the agent, the server determines the mark and guarantee amount of the agent according to the current completed mark and guarantee degree, and sends the target mark and guarantee of the agent and the mark and guarantee amount of the agent to the terminal.
According to a fourth aspect of the embodiments of the present invention, there is provided an information processing apparatus applied to a terminal, the apparatus including: the sending module is used for sending the target mark guarantee to be distributed by the team in a preset time period to the server so that the server can determine the target mark guarantee of each agent according to the target mark guarantee to be distributed by the team; a first receiving module, configured to receive the target underwriting of each agent sent by the server; and the display module displays the target mark and guarantee of each agent on the display device of the terminal.
In some embodiments of the invention, the apparatus comprises: and the second receiving module is used for receiving the target mark insurance of the agent and the mark insurance amount of the agent sent by the server if the current underwriting performance of the agent is partially completed in the target mark insurance of the agent after the target mark insurance of the agent is determined, wherein the mark insurance amount of the agent is determined by the server according to the currently completed mark insurance amount.
According to a fifth aspect of embodiments of the present invention, there is provided an electronic apparatus, including: one or more processors; a storage device for storing one or more programs which, when executed by the one or more processors, cause the one or more processors to implement the information processing method according to the first aspect or the information processing method according to the second aspect of the embodiments.
According to a sixth aspect of embodiments of the present invention, there is provided a computer-readable medium on which a computer program is stored, the program, when executed by a processor, implementing the information processing method according to the first aspect or the information processing method according to the second aspect of the embodiments described above.
The technical scheme provided by the embodiment of the invention has the following beneficial effects:
in some embodiments of the present invention, a target bid to be allocated to each team in a preset time period is received, the server determines an allocation ratio of the target bid of each role agent according to an average bid generated by each valid client in the preset time period and an effective client number of each role agent in the preset time period, determines a target bid allocated to each role agent in the preset time period according to the target bid to be allocated to the team and the allocation ratio of the target bid of each role agent, and determines a target bid allocated to each role agent in the preset time period according to the target bid of each role agent, so that the result of allocating the target bid to be allocated to each role agent is more accurate, and the leader of the team can issue the target bid to each role agent according to the allocation result, each agent receives a target tender that is close to the tender that the agent can actually accomplish, which is beneficial to the continuous operation of the team.
It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive of the invention, as claimed.
Drawings
The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the invention and together with the description, serve to explain the principles of the invention. It is obvious that the drawings in the following description are only some embodiments of the invention, and that for a person skilled in the art, other drawings can be derived from them without inventive effort. In the drawings:
fig. 1 is a schematic diagram showing an exemplary system architecture to which an information processing method or an information processing apparatus of an embodiment of the present invention can be applied;
fig. 2 schematically shows a flowchart of an information processing method applied to a server according to an embodiment of the present invention;
fig. 3 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention;
fig. 4 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention;
fig. 5 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention;
fig. 6 schematically shows a flowchart of an information processing method applied to a terminal according to an embodiment of the present invention;
fig. 7 schematically shows a block diagram of an information processing apparatus applied to a server according to an embodiment of the present invention;
fig. 8 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 9 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 10 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 11 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 12 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 13 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 14 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention;
fig. 15 schematically shows a block diagram of an information processing apparatus applied to a terminal according to an embodiment of the present invention;
fig. 16 schematically shows a block diagram of an information processing apparatus applied to a terminal according to another embodiment of the present invention;
FIG. 17 illustrates a schematic structural diagram of a computer system suitable for use with the electronic device to implement an embodiment of the invention.
Detailed Description
Example embodiments will now be described more fully with reference to the accompanying drawings. Example embodiments may, however, be embodied in many different forms and should not be construed as limited to the examples set forth herein; rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the concept of example embodiments to those skilled in the art.
Furthermore, the described features, structures, or characteristics may be combined in any suitable manner in one or more embodiments. In the following description, numerous specific details are provided to provide a thorough understanding of embodiments of the invention. One skilled in the relevant art will recognize, however, that the invention may be practiced without one or more of the specific details, or with other methods, components, devices, steps, and so forth. In other instances, well-known methods, devices, implementations or operations have not been shown or described in detail to avoid obscuring aspects of the invention.
The block diagrams shown in the figures are functional entities only and do not necessarily correspond to physically separate entities. I.e. these functional entities may be implemented in the form of software, or in one or more hardware modules or integrated circuits, or in different networks and/or processor means and/or microcontroller means.
The flow charts shown in the drawings are merely illustrative and do not necessarily include all of the contents and operations/steps, nor do they necessarily have to be performed in the order described. For example, some operations/steps may be decomposed, and some operations/steps may be combined or partially combined, so that the actual execution sequence may be changed according to the actual situation.
Fig. 1 is a schematic diagram showing an exemplary system architecture to which an information processing method or an information processing apparatus of an embodiment of the present invention can be applied.
As shown in fig. 1, the system architecture 100 may include one or more of terminals 101, 102, 103, a network 104, and a server 105. The network 104 serves as a medium for providing communication links between the terminals 101, 102, 103 and the server 105. Network 104 may include various connection types, such as wired, wireless communication links, or fiber optic cables, to name a few.
It should be understood that the number of terminals, networks, and servers in fig. 1 are merely illustrative. There may be any number of terminals, networks, and servers, as desired for an implementation. For example, server 105 may be a server cluster comprised of multiple servers, or the like.
The user may use the terminals 101, 102, 103 to interact with the server 105 via the network 104 to receive or send messages or the like. The terminals 101, 102, 103 may be various electronic devices having a display screen, including but not limited to smart phones, tablet computers, portable computers, desktop computers, and the like.
The server 105 may be a server that provides various services. For example, the user uploads the target bid to be assigned by the team in a preset time period to the server 105 by using the terminal 103 (or the terminal 101 or 102), the server 105 may determine the allocation proportion of the target bid of each job-level agent according to the average bid generated by each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period, then determine the target bid allocated to each job-level agent in the preset time period according to the allocation proportion of the target bid to be assigned by the team and the target bid of each job-level agent, and finally determine the target bid allocated to each agent in each job-level agent according to the target bid of each job-level agent, so that the result of allocating the target bid to be assigned by the team is more accurate, and the leader of the team may issue the target bid to each agent according to the allocation result, each agent receives a target tender that is close to the tender that the agent can actually accomplish, which is beneficial to the continuous operation of the team.
In some embodiments, the information processing method provided by the embodiment of the present invention is generally executed by the server 105, and accordingly, the information processing apparatus is generally provided in the server 105. In other embodiments, some terminals may have similar functionality as the server to perform the method. Therefore, the information processing method provided by the embodiment of the invention is not limited to be executed at the server side.
Fig. 2 schematically shows a flowchart of an information processing method applied to a server according to an embodiment of the present invention.
As shown in fig. 2, the information processing method may include steps S210 to S250.
In step S210, a target mark to be allocated by the team within a preset time period sent by the terminal is received.
In step S220, the average bid generated by each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period determine the allocation ratio of the target bid of each job-level agent.
In step S230, the target bid assigned to each job-level agent within the preset time period is determined according to the target bid to be assigned by the team and the assignment proportion of the target bid of each job-level agent.
In step S240, a target bid assigned to each of the job-level agents is determined according to the target bids of each of the job-level agents within the preset time period.
In step S250, the target bid of each agent is sent to the terminal, so that the terminal displays the target bid of each agent.
The method comprises the steps of receiving a target mark to be distributed of a team in a preset time period sent by a terminal, determining the distribution proportion of the target mark of each role-level agent according to the average mark to be distributed of each effective client in the preset time period and the number of effective clients of each role-level agent in the preset time period, determining the target mark to be distributed to each role-level agent in the preset time period according to the distribution proportion of the target mark to be distributed of the team and the target mark of each role-level agent, and determining the target mark to be distributed to each role-level agent according to the target mark of each role-level agent, so that the distribution result of the target mark to be distributed of the team is more accurate, and the team length of the team can issue the target mark to each role-level agent according to the distribution result, each agent receives a target tender that is close to the tender that the agent can actually accomplish, which is beneficial to the continuous operation of the team.
In an embodiment of the present invention, the preset time period may be, but is not limited to, a month in the future, a quarter in the future, a year in the future, and the like, and may be specifically set according to actual situations.
In an embodiment of the present invention, the target underwriting to be assigned by the team may be the target underwriting of the team in a preset time period, which is input by the team captain on the terminal. The team comprises a plurality of job levels, and each job level comprises a plurality of agents. The information of each role-level agent administered by the team leader can be determined according to the information of the team leader, and the business data of each role-level agent in the team can be determined according to the information of each role-level agent.
In one embodiment of the invention, the business data for each job-level agent includes any one or more of: information of each job-level agent of each region, policy data for which each job-level agent of each region is responsible, and customer information for which each job-level agent of each region is responsible.
The information of each job-level agent in each area may include, among others, job-level ID, ID of the agent, ID of the team to which the agent belongs, and so on. The policy data for which each role agent in the respective region is responsible includes the ID of the policy, the ID of the agent responsible for the policy, the ID of the customer, and so forth. The customer information for which each job-level agent in each area is responsible includes: the ID of the prospective customer, the ID of the old customer (i.e., the valid customer), and the ID of the agent responsible for the prospective customer and the old customer.
In one embodiment of the invention, the method further comprises: and establishing a data model based on the information of each job-level agent in each region, the policy data responsible for each job-level agent in each region and the client information responsible for each job-level agent in each region, wherein the data model comprises preset rules and preset algorithms. The system comprises a preset algorithm and a client, wherein the preset rule is used for processing and correlating information of each job-level agent in each region, policy data responsible for each job-level agent in each region and client information responsible for each job-level agent in each region, and the preset algorithm is used for calculating factors applied when target policies to be distributed by the team are distributed.
In one embodiment of the present invention, the preset rule may include a data association rule, a data standardization rule, a data risk removal value rule, and the like. For example, the business data of each role agent is associated by using a data association rule, that is, the information of each role agent in each region, the policy data for each role agent in each region, and the customer information for each role agent in each region. Specifically, the policy data and the customer information of each agent and the information of the agent may be associated and integrated according to the ID of the agent, and then divided by areas.
For another example, the business data of each job-level agent is processed by using a data standardization rule, that is, irregular data is washed out, so that the business data of each job-level agent has the same or similar standard.
For another example, the business data of each job-level agent is processed by adopting a data risk value removing rule, namely 20% of risk data sources are removed according to the median of the target mark and guarantee completed by each job-level agent in the past, so that the subsequent distribution result is more accurate.
In an embodiment of the present invention, after the business data of each job-level agent is processed by using the preset rule, the preset algorithm is used to calculate the factor applied when allocating the target guarantee to be allocated by the team. The factor may include any one or more of: the probability that a first client of each job-level agent is converted into a second client in the preset time period, the number of effective clients of each job-level agent in the preset time period, the total mark guarantee of each job-level agent in the preset time period, the average mark guarantee of each agent in each job-level agent in the preset time period, the average mark guarantee of each effective client in the preset time period, the proportion of the number of effective clients of each agent in the preset time period to the number of effective clients of each job-level agent in the preset time period, the target mark guarantee allocation example of each job-level agent, the target mark guarantee of each job-level agent in the preset time period and the target mark guarantee of each agent in each job-level agent.
The data model can be established by adopting the data sources in the following table, the data sources are required to be processed by adopting the preset rules in the table when the data model is established, the factors can be calculated by adopting the preset algorithm in the table, and the target mark and guarantee of each agent in each job-level agent can be determined according to the calculated factors. The preset time period is one month in the future as an example, and the data source is data contained in the current insurance company. The details are shown in the following table:
wherein A is policy data responsible for each job-level agent in each region;
b is the client information responsible for each job-level agent in each area;
c is the information of each job-level agent in each area;
d is the area to which each agent belongs;
s is a scene for processing data by applying a data association rule;
s is a scene for processing data by applying a data risk value removing rule;
n is the updating of the data model with increasing A, B, C over time;
e, calculating a scene of the probability that the first client of each job-level agent is converted into the second client in the preset time period by using a preset algorithm, and updating the scene along with the time;
calculating the total bidding scene of each job-level agent in the preset time period by using a preset algorithm, and updating the total bidding scene with the lapse of time;
g, calculating an average bidding and protecting scene of each agent in each job-level agent in the preset time period by using a preset algorithm, and updating the scene with the lapse of time;
h, calculating the scene of the effective number of clients of each job-level agent in the preset time period by using a preset algorithm, and updating the scene along with the time;
j, calculating an average bidding and protecting scene of each agent in each job-level agent in the preset time period by using a preset algorithm, and updating the scene with the lapse of time;
k is a scene of calculating the number of the agents in each job-level agent by using a preset algorithm, and updating the agents with the lapse of time;
and L is a target mark guarantee to be allocated by the team.
M is a scene of calculating the distribution proportion of the target mark of each job-level agent by using a preset algorithm, and updating the scene with the time;
and O, calculating the target mark of each job-level agent in the preset time period and the target mark of each agent in each job-level agent by using a preset algorithm, and updating the target mark with the time.
In one embodiment of the invention, the server updates the data model based on the business data for each job-level agent that is added in the future time. For example, over time, the server may update the data model, i.e., roll the data model, according to the increased business data of each job-level agent, so as to update a, B, C, D, S, E, F, G, H, J, K, M, O in the table in real time by using the preset algorithm in the table, in this way, the accuracy in assigning the target guarantee may be further improved.
In one embodiment of the invention, the allocation proportion of the target bid of each job-level agent is determined according to the average bid generated by each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period. . For example, the server calculates the allocation ratio of the target bid for each of the role agents using "J × H/(J × H) sum of multiple roles" in the above table.
In one embodiment of the invention, the server determines the target bid allocated to each job-level agent within the preset time period according to the target bid to be allocated by the team and the allocation proportion of the target bid of each job-level agent. For example, the server calculates the target bid for each job-level agent within the predetermined time period using "L × M" in the table.
In one embodiment of the invention, the server determines a target bid assigned to each of the job-level agents based on the target bid of each job-level agent. For example, the server calculates the target bid for each agent in each job-level agent using "L M effective customers/H for each agent" in the table above.
Fig. 3 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention.
Before step S220, the method further includes step S310 and step S320, as shown in fig. 3.
In step S310, the server determines, according to the business data of each job-level agent, a probability that the first client of each job-level agent is converted into the second client within the preset time period. For example, the server calculates the probability that the first client of each job-level agent will be converted to the second client within a preset time period using "number of prospective clients per month to be converted to old clients/number of prospective clients per month" in the above table.
In step S320, the server determines the number of valid clients of each job-level agent in the preset time period according to the probability that the first client of each job-level agent is converted into the second client in the preset time period. For example, the server calculates the number of valid customers for each job-level agent within the preset time period using "old customers of a certain job level + quasi customers of a certain job level x G" in the above table.
Fig. 4 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention.
As shown in fig. 4, the method further includes step S410 and step S420.
In step S410, the server determines a total bid of each job-level agent within the preset time period according to the service data of each job-level agent. For example, the server calculates the total bid for each job-level agent within the preset time period using the "sum of bid values per month extracted for each job-level agent in each area" in the table above.
In step S420, the server determines an average bid of each agent of each job-level agent within the preset time period according to the total bid of each job-level agent within the preset time period. For example, the server calculates the average bid for each agent over the preset time period using "F/number of agents available for that job level at the end of month" in the table above.
In one embodiment of the invention, the method further comprises: and the server determines the average mark guarantee generated by each effective client in the preset time period according to the number of the effective clients of each job-level agent in the preset time period and the average mark guarantee of each agent in each job-level agent in the preset time period. For example, the server calculates the average bid generated by each active client over the predetermined time period using the "G/H" in the table above.
Fig. 5 schematically shows a flowchart of an information processing method applied to a server according to another embodiment of the present invention.
As shown in fig. 5, the step S240 may include a step S410 and a step S420.
In step S510, the server calculates a ratio of the number of valid clients of each agent in the preset time period to the number of valid clients of each job-level agent in the preset time period. For example, the server calculates the ratio using "number of valid clients per agent/H" in the above table.
In step S520, the server calculates a target bid for each agent of each job-level agent according to the ratio and the target bid for each job-level agent within the preset time period. For example, the server calculates the target bid for each agent in each job-level agent using "L M effective customers/H for each agent" in the table above.
In an embodiment of the present invention, the method further includes: after determining the target mark and guarantee of the agent, if the current underwriting performance of the agent is partially completed in the target mark and guarantee of the agent, the server determines the mark and guarantee amount of the agent according to the current completed mark and guarantee amount, and sends the target mark and guarantee of the agent and the mark and guarantee amount of the agent to the terminal, namely the target mark and guarantee minus the current completed mark and guarantee amount. In this case, the target mark and guarantee of the agent and the mark and guarantee degree to be completed by the agent need to be sent to the terminal of the agent, so that the agent can learn how much different amount from the target mark and guarantee completion by the agent, which is more humanized and intelligent.
The above method is described below by way of a specific example.
For example, the team is Zusan chief prison, and when the insurance company issues the goal to be assigned to the team with a bid of 100 ten thousand yuan, Zusan inputs 100W to achieve the team goal. For example, by considering member lie four with the next job level of the team as the SA, the data model can calculate that the customer conversion rate of the job level of the regional SA is 1%, the old customers of the job level of the regional SA are guaranteed 3000 yuan per month, and so on, so as to obtain the customer conversion rate of each job level and the old customer guarantee value per month of the corresponding job level; associating team information according to the length of Zhang Sanqu team to obtain the number of effective clients of each role level of the team (the algorithm is shown as H in the table), wherein the total number of the effective clients of the SA role level is 500, and obtaining 20% of the total target ratio of the SA role level in the Zhang Sanqu team according to the total target ratio of the certain role level (the algorithm is shown as M in the table), namely the standard guarantee amount of the whole role level of the SA is 20 ten thousand yuan; according to Zhang Sanqu captain, associating team information, obtaining agent information of team member Liqu, associating the Liqu information with old client information and quasi client information to obtain 10 old clients and 1000 quasi clients, if the effective customer number of Li IV is 20 according to the conversion rate, the system automatically recommends that the target standard guarantee amount of the agent in Li IV this month is 8000 yuan (the algorithm is shown in O in the table), according to the fact that the achievement of the lie IV underwriting is 5600 yuan and the difference is 2400 yuan at present, the target mark insurance quota of the month can be 8000 and the difference is 2400 yuan, the target mark insurance to be distributed by the team can be more accurately distributed in the mode, therefore, when each team finishes the task of the relevant indexes, a recommendation allocation quota suggestion considering factors such as customer resources, levels, regions and the like is provided, and allocation is carried out according to relevant experiences without a leader layer.
Fig. 6 schematically shows a flowchart of an information processing method applied to a terminal according to an embodiment of the present invention.
As shown in fig. 6, the information processing method applied to the terminal includes steps S610 to S630.
In step S610, a target bid to be assigned by the team in a preset time period is sent to the server, so that the server determines the target bid of each agent according to the target bid to be assigned by the team.
In step S620, a target bid for each agent sent by the server is received.
In step S630, the target tender for each agent is presented on the display device of the terminal.
In the method, after a team leader inputs a target mark to be allocated by a team to a terminal, the terminal can automatically send the target mark to be allocated by the team in a preset time period to a server, so that the server determines the target mark of each agent according to the target mark to be allocated by the team, then the terminal receives the target mark of each agent sent by the server and displays the target mark of each agent on a display device of the terminal, and therefore each agent can visually see the target mark of the agent in the preset time period on the terminal, and user experience is improved.
In some implementations of the present disclosure, an information processing method applied to a terminal includes: after determining the target mark and guarantee of the agent, if the current underwriting achievement of the agent has completed a part of the target mark and guarantee of the agent, the terminal receives the target mark and guarantee amount of the agent sent by the server, wherein the mark and guarantee amount of the agent is determined by the server according to the current completed mark and guarantee amount of the agent. For example, the target mark of the agent is 10 ten thousand yuan, the current underwriting performance of the agent has completed 8 ten thousand yuan (that is, the current underwriting performance of the agent has completed a part of the target mark of the agent), in this case, the mark protection limit of the agent (that is, the mark protection limit actually needed to be completed in a preset time period) determined by the server according to the target mark of the agent is received, at this time, the terminal can show the target mark of the agent (that is, 10 ten thousand yuan) in a preset time period to the agent, and can also show the mark protection limit that needs to be completed in a preset time period (that is, 2 ten thousand yuan) to the agent, and such a display mode is more intelligent and more humanized.
Fig. 7 schematically shows a block diagram of an information processing apparatus applied to a server according to an embodiment of the present invention.
As shown in fig. 7, the information processing apparatus 700 includes a receiving module 701, a first determining module 702, a second determining module 703, a third determining module 704, a first transmitting module 705
Specifically, the receiving module 701 is configured to receive a target guarantee to be allocated by a team within a preset time period sent by a terminal.
A first determining module 702, configured to determine, by the server, an allocation ratio of the target bid of each job-level broker according to the average bid generated by each valid client within the preset time period and the number of valid clients of each job-level broker within the preset time period.
A second determining module 703, configured to determine, according to the target bid to be allocated by the team and the allocation proportion of the target bid of each job-level agent, the target bid allocated to each job-level agent within the preset time period.
A third determining module 704, configured to determine a target bid allocated to each agent of each job-level agent according to the target bid of each job-level agent within the preset time period.
A first sending module 705, configured to send, by the server, the target guarantee of each agent to the terminal, so that the terminal displays the target guarantee of each agent.
The information processing apparatus 700 applied to the server may determine the allocation proportion of the target bid for each job-level agent by receiving the target bid to be allocated by the team within a preset time period transmitted from the terminal, then determining the allocation proportion of the target bid for each job-level agent according to the average bid generated by each valid client within the preset time period and the number of valid clients for each job-level agent within the preset time period, then determining the target bid allocated to each job-level agent within the preset time period according to the allocation proportion of the target bid for the team to be allocated and the target bid for each job-level agent, and finally determining the target bid allocated to each job-level agent within the preset time period according to the target bid for each job-level agent within the preset time period, in this way, the result of allocating the target bid for the team is more accurate, the team leader of the team can issue the target bid to each agent according to the allocation result, each agent receives a target tender that is close to the tender that the agent can actually accomplish, which is beneficial to the continuous operation of the team.
According to an embodiment of the present invention, the information processing apparatus 700 applied to the server may be used to implement the information processing method applied to the server described in the embodiment of fig. 2.
Fig. 8 schematically shows a block diagram of an information processing apparatus of an application server according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704 and the first sending module 705 described in the embodiment of fig. 7, the information processing apparatus 700 applied to the server further includes a fourth determining module 706 and a fifth determining module 707, as shown in fig. 8.
Specifically, the fourth determining module 706 is configured to determine, by the server, a probability that the first client of each role agent is converted into the second client within the preset time period according to the business data of each role agent.
A fifth determining module 707, configured to determine, by the server, the number of valid clients of each job-level agent in the preset time period according to a probability that the first client of each job-level agent in the preset time period is converted into the second client.
Fig. 9 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, and the fifth determining module 707 described in the embodiment of fig. 8, the information processing apparatus 700 applied to the server further includes a sixth determining module 708 and a seventh determining module 709, as shown in fig. 9.
Specifically, the sixth determining module 708 is configured to determine, by the server, a total bid of each role agent within the preset time period according to the service data of each role agent.
A seventh determining module 709, configured to determine, by the server, an average bid of each agent of each job-level agent within the preset time period according to the total bid of each job-level agent within the preset time period.
Fig. 10 schematically shows a block diagram of an information processing apparatus according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, and the seventh determining module 709 described in the embodiment of fig. 9, the information processing apparatus 700 applied to the server further includes an eighth determining module 710, as shown in fig. 10.
Specifically, the eighth determining module 710 is configured to determine, by the server, an average bid generated by each valid client within the preset time period according to the number of valid clients of each job-level agent within the preset time period and an average bid of each agent of each job-level agent within the preset time period.
Fig. 11 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention.
As shown in FIG. 11, the third determination module 704 includes a scale calculation module 704-1 and an agent target underwriting determination module 704-2.
Specifically, the proportion calculating module 704-1 is configured to calculate, by the server, a proportion of the number of valid clients of each agent in the preset time period to the number of valid clients of each job-level agent in the preset time period.
And the agent target bid insurance determining module 704-2 is used for calculating the target bid insurance of each agent in each job-level agent by the server according to the proportion and the target bid insurance of each job-level agent.
Fig. 12 schematically shows a block diagram of an information processing apparatus according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, and the eighth determining module 710 described in the embodiment of fig. 10, the information processing apparatus 700 applied to the server further includes a establishing module 711, as shown in fig. 12.
Specifically, the establishing module 711 establishes a data model by the server based on the business data of each job-level agent in each area, wherein the data model comprises a preset rule and a preset algorithm; the system comprises a preset algorithm and a client, wherein the preset rule is used for processing and correlating information of each job-level agent in each region, policy data responsible for each job-level agent in each region and client information responsible for each job-level agent in each region, and the preset algorithm is used for calculating factors applied when target policies to be distributed by the team are distributed.
Fig. 13 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, the eighth determining module 710, and the establishing module 711 described in the embodiment of fig. 12, the information processing apparatus 700 applied to the server further includes an updating module 712, as shown in fig. 13.
Specifically, the updating module 712 is used for the server to update the data model according to the business data of each job-level agent added in the future time.
Fig. 14 schematically shows a block diagram of an information processing apparatus applied to a server according to another embodiment of the present invention.
In addition to the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, the eighth determining module 710, the establishing module 711 and the updating module 712 described in the embodiment of fig. 13, the information processing apparatus 700 applied to the server further includes a second sending module 713, as shown in fig. 14.
Specifically, after determining the target underwriting of the agent, if the current underwriting performance of the agent has completed a part of the target underwriting of the agent, the second sending module 713, where the server determines the underwriting limit of the agent according to the current completed underwriting degree, and sends the target underwriting of the agent and the underwriting limit of the agent to the terminal.
For details that are not disclosed in the embodiments of the apparatus of the present invention, reference is made to the above-described embodiments of the information processing method applied to the server of the present invention for details that are not disclosed in the embodiments of the apparatus of the present invention, since each module of the information processing apparatus applied to the server of the present invention can be used to implement the steps of the above-described exemplary embodiments of the information processing method applied to the server described in fig. 2 to 5.
It is understood that the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first sending module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, the eighth determining module 710, the establishing module 711, the updating module 712, and the second sending module 713 may be combined to be implemented in one module, or any one of the modules may be split into a plurality of modules. Alternatively, at least part of the functionality of one or more of these modules may be combined with at least part of the functionality of the other modules and implemented in one module. According to an embodiment of the present invention, at least one of the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first transmitting module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, the eighth determining module 710, the establishing module 711, the updating module 712, and the second transmitting module 713 may be implemented at least partially as a hardware circuit, such as a Field Programmable Gate Array (FPGA), a Programmable Logic Array (PLA), a system on a chip, a system on a substrate, a system on a package, an Application Specific Integrated Circuit (ASIC), or any other reasonable way of integrating or packaging a circuit, as hardware or firmware, or as a suitable combination of three implementations of software, hardware, and firmware. Alternatively, at least one of the receiving module 701, the first determining module 702, the second determining module 703, the third determining module 704, the first transmitting module 705, the fourth determining module 706, the fifth determining module 707, the sixth determining module 708, the seventh determining module 709, the eighth determining module 710, the establishing module 711, the updating module 712 and the second transmitting module 713 may be at least partially implemented as a computer program module, which when executed by a computer may perform the functions of the respective modules.
Fig. 15 schematically shows a block diagram of an information processing apparatus applied to a terminal according to an embodiment of the present invention.
As shown in fig. 15, the information processing apparatus 800 applied to the terminal includes a transmitting module 801, a first receiving module 802, and a presenting module 803.
Specifically, the sending module 801 is configured to send the target mark to be allocated by the team within a preset time period to the server, so that the server determines the target mark of each agent according to the target mark to be allocated by the team.
A first receiving module 802, configured to receive the target bid of each agent sent by the server.
A display module 803, which displays the target mark and guarantee of each agent on the display device of the terminal.
In the information processing apparatus 800 applied to the terminal, after the team leader of the team inputs the target mark guarantee to be allocated by the team to the terminal, the terminal may automatically send the target mark guarantee to be allocated by the team within a preset time period to the server, so that the server determines the target mark guarantee of each agent according to the target mark guarantee to be allocated by the team, then the terminal receives the target mark guarantee of each agent sent by the server, and displays the target mark guarantee of each agent on the display device of the terminal, which is helpful for each agent to visually see the target mark guarantee of the agent within the preset time period on the terminal, thereby improving user experience.
According to the embodiment of the present invention, the information processing apparatus 800 applied to the terminal may be used to implement the information processing method applied to the terminal described in the embodiment of fig. 6.
Fig. 16 schematically shows a block diagram of an information processing apparatus applied to a terminal according to an embodiment of the present invention.
In addition to the sending module 801, the first receiving module 802 and the presenting module 803 described in the embodiment of fig. 15, the information processing apparatus 800 applied to the terminal further includes a second receiving module 804, as shown in fig. 16.
Specifically, the second receiving module 804, after determining the target underwriting of the agent, if the current underwriting performance of the agent has completed a part of the target underwriting of the agent, the terminal receives the target underwriting of the agent and the underwriting amount of the agent sent by the server, and the underwriting amount of the agent is determined by the server according to the currently completed underwriting amount to be short of the target underwriting of the agent.
For details that are not disclosed in the embodiment of the apparatus of the present invention, reference is made to the above-described embodiment of the information processing method applied to the terminal of the present invention for details that are not disclosed in the embodiment of the apparatus of the present invention, since each module of the information processing apparatus applied to the terminal of the present invention can be used to implement the steps of the above-described example embodiment of the information processing method applied to the terminal described in fig. 6.
It is understood that the sending module 801, the first receiving module 802, the presenting module 803, and the second receiving module 804 may be combined and implemented in one module, or any one of them may be split into a plurality of modules. Alternatively, at least part of the functionality of one or more of these modules may be combined with at least part of the functionality of the other modules and implemented in one module. According to an embodiment of the present invention, at least one of the sending module 801, the first receiving module 802, the presenting module 803, and the second receiving module 804 may be implemented at least partially as a hardware circuit, such as a Field Programmable Gate Array (FPGA), a Programmable Logic Array (PLA), a system on a chip, a system on a substrate, a system on a package, an Application Specific Integrated Circuit (ASIC), or may be implemented in hardware or firmware in any other reasonable manner of integrating or packaging a circuit, or in a suitable combination of three implementations, software, hardware, and firmware. Alternatively, at least one of the sending module 801, the first receiving module 802, the presenting module 803, and the second receiving module 804 may be at least partially implemented as a computer program module, which when executed by a computer may perform the functions of the respective modules.
Referring now to FIG. 17, shown is a block diagram of a computer system 900 suitable for use in implementing an electronic device of an embodiment of the present invention. The computer system 900 of the electronic device shown in fig. 17 is only an example, and should not bring any limitations to the function and the scope of the use of the embodiments of the present invention. In this embodiment, the electronic device may be the terminal or the server.
As shown in fig. 17, the computer system 900 includes a Central Processing Unit (CPU)901 that can perform various appropriate actions and processes in accordance with a program stored in a Read Only Memory (ROM)902 or a program loaded from a storage section 908 into a Random Access Memory (RAM) 903. In the RAM 903, various programs and data necessary for system operation are also stored. The CPU 901, ROM 902, and RAM 903 are connected to each other via a bus 904. An input/output (I/O) interface 905 is also connected to bus 904.
The following components are connected to the I/O interface 905: an input portion 906 including a keyboard, a mouse, and the like; an output section 907 including components such as a Cathode Ray Tube (CRT), a Liquid Crystal Display (LCD), and the like, and a speaker; a storage portion 908 including a hard disk and the like; and a communication section 909 including a network interface card such as a LAN card, a modem, or the like. The communication section 909 performs communication processing via a network such as the internet. The drive 910 is also connected to the I/O interface 905 as necessary. A removable medium 911 such as a magnetic disk, an optical disk, a magneto-optical disk, a semiconductor memory, or the like is mounted on the drive 910 as necessary, so that a computer program read out therefrom is mounted into the storage section 908 as necessary.
In particular, according to an embodiment of the present invention, the processes described above with reference to the flowcharts may be implemented as computer software programs. For example, embodiments of the invention include a computer program product comprising a computer program embodied on a computer-readable medium, the computer program comprising program code for performing the method illustrated in the flow chart. In such an embodiment, the computer program may be downloaded and installed from a network through the communication section 909, and/or installed from the removable medium 911. The above-described functions defined in the system of the present application are executed when the computer program is executed by a Central Processing Unit (CPU) 901.
It should be noted that the computer readable medium shown in the present invention can be a computer readable signal medium or a computer readable storage medium or any combination of the two. A computer readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination of the foregoing. More specific examples of the computer readable storage medium may include, but are not limited to: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In the present invention, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device. In the present invention, however, a computer readable signal medium may include a propagated data signal with computer readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated data signal may take many forms, including, but not limited to, electro-magnetic, optical, or any suitable combination thereof. A computer readable signal medium may also be any computer readable medium that is not a computer readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device. Program code embodied on a computer readable medium may be transmitted using any appropriate medium, including but not limited to: wireless, wire, fiber optic cable, RF, etc., or any suitable combination of the foregoing.
The flowchart and block diagrams in the figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods and computer program products according to various embodiments of the present invention. In this regard, each block in the flowchart or block diagrams may represent a module, segment, or portion of code, which comprises one or more executable instructions for implementing the specified logical function(s). It should also be noted that, in some alternative implementations, the functions noted in the block may occur out of the order noted in the figures. For example, two blocks shown in succession may, in fact, be executed substantially concurrently, or the blocks may sometimes be executed in the reverse order, depending upon the functionality involved. It will also be noted that each block of the block diagrams or flowchart illustration, and combinations of blocks in the block diagrams or flowchart illustration, can be implemented by special purpose hardware-based systems which perform the specified functions or acts, or combinations of special purpose hardware and computer instructions.
The units described in the embodiments of the present invention may be implemented by software, or may be implemented by hardware, and the described units may also be disposed in a processor. Wherein the names of the elements do not in some way constitute a limitation on the elements themselves.
As another aspect, the present application also provides a computer-readable medium, which may be contained in the electronic device described in the above embodiments; or may exist separately without being assembled into the electronic device. The computer-readable medium carries one or more programs which, when executed by one of the electronic devices, cause the electronic device to implement the information processing method described in the above embodiments.
For example, the electronic device (e.g., the electronic device is the server) may implement the following as shown in fig. 2: in step S210, a target mark to be allocated by the team within a preset time period sent by the terminal is received. In step S220, the distribution ratio of the target bid of each job-level agent is determined according to the average bid generated by each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period. In step S230, the target bid assigned to each job-level agent within the preset time period is determined according to the target bid to be assigned by the team and the assignment proportion of the target bid of each job-level agent. In step S240, a target bid assigned to each of the job-level agents is determined according to the target bids of each of the job-level agents within the preset time period. In step S250, the target bid of each agent is sent to the terminal, so that the terminal displays the target bid of each agent.
It should be noted that although in the above detailed description several modules or units of the device for action execution are mentioned, such a division is not mandatory. Indeed, the features and functionality of two or more modules or units described above may be embodied in one module or unit, according to embodiments of the invention. Conversely, the features and functions of one module or unit described above may be further divided into embodiments by a plurality of modules or units.
Through the above description of the embodiments, those skilled in the art will readily understand that the exemplary embodiments described herein may be implemented by software, or by software in combination with necessary hardware. Therefore, the technical solution according to the embodiment of the present invention can be embodied in the form of a software product, which can be stored in a non-volatile storage medium (which can be a CD-ROM, a usb disk, a removable hard disk, etc.) or on a network, and includes several instructions to enable a computing device (which can be a personal computer, a server, a touch terminal, or a network device, etc.) to execute the method according to the embodiment of the present invention.
Other embodiments of the invention will be apparent to those skilled in the art from consideration of the specification and practice of the invention disclosed herein. This application is intended to cover any variations, uses, or adaptations of the invention following, in general, the principles of the invention and including such departures from the present disclosure as come within known or customary practice within the art to which the invention pertains. It is intended that the specification and examples be considered as exemplary only, with a true scope and spirit of the invention being indicated by the following claims.
It will be understood that the invention is not limited to the precise arrangements described above and shown in the drawings and that various modifications and changes may be made without departing from the scope thereof. The scope of the invention is limited only by the appended claims.
Claims (10)
1. An information processing method is applied to a server, and comprises the following steps:
receiving a target mark guarantee to be distributed by a team in a preset time period sent by a terminal;
the server determines the allocation proportion of the target mark of each job-level agent according to the average mark of each valid client in the preset time period and the number of valid clients of each job-level agent in the preset time period;
the server determines the target mark insurance distributed to each role-level agent within the preset time period according to the target mark insurance to be distributed by the team and the distribution proportion of the target mark insurance of each role-level agent;
the server determines a target bid assigned to each agent in each job-level agent according to the target bid of each job-level agent within the preset time period; and
and sending the target mark and guarantee of each agent to the terminal so that the terminal displays the target mark and guarantee of each agent.
2. The method of claim 1, wherein prior to said determining the allocation proportion of the target underwriting for each job-level agent, the method further comprises:
the server determines the probability of converting a first client of each role-level agent into a second client in the preset time period according to the service data of each role-level agent; and
and the server determines the effective number of the clients of each job-level agent in the preset time period according to the probability that the first client of each job-level agent in the preset time period is converted into the second client.
3. The method of claim 1, further comprising:
the server determines the total mark guarantee of each job-level agent in the preset time period according to the service data of each job-level agent; and
and the server determines the average mark guarantee of each agent in each job-level agent in the preset time period according to the total mark guarantee of each job-level agent in the preset time period.
4. The method of claim 3, further comprising:
and the server determines the average mark guarantee generated by each effective client in the preset time period according to the number of the effective clients of each job-level agent in the preset time period and the average mark guarantee of each agent in each job-level agent in the preset time period.
5. The method of claim 3, wherein the server determining the target bid for each agent of each job-level agent based on the target bid for each job-level agent within the preset time period comprises:
the server calculates the proportion of the number of effective clients of each agent in the preset time period to the number of effective clients of each job-level agent in the preset time period; and
and the server calculates the target mark of each agent in each job-level agent according to the proportion and the target mark of each job-level agent in the preset time period.
6. The method of claim 1, characterized in that the method comprises:
the server establishes a data model based on the business data of each job-level agent in each region, wherein the business data of each job-level agent comprises any one or more of the following items: the system comprises a data model, a data model and a data processing module, wherein the data model comprises information of each job-level agent in each region, policy data responsible for each job-level agent in each region, and client information responsible for each job-level agent in each region, and the data model comprises preset rules and preset algorithms;
the system comprises a preset algorithm and a client, wherein the preset rule is used for processing and correlating information of each job-level agent in each region, policy data responsible for each job-level agent in each region and client information responsible for each job-level agent in each region, and the preset algorithm is used for calculating factors applied when target policies to be distributed by the team are distributed.
7. A method according to any one of claims 1 to 6, characterized in that the method comprises:
after determining the target mark and guarantee of the agent, if the current underwriting performance of the agent is partially completed in the target mark and guarantee of the agent, the server determines the mark and guarantee amount of the agent according to the current completed mark and guarantee degree, and sends the target mark and guarantee amount of the agent and the mark and guarantee amount of the agent to the terminal.
8. An information processing apparatus comprising:
the receiving module is used for receiving the target mark insurance to be distributed by the team in the preset time period sent by the terminal;
the first determining module is used for determining the distribution proportion of the target mark of each job-level agent according to the average mark of each valid client generated in the preset time period and the number of valid clients of each job-level agent in the preset time period by the server;
the second determination module is used for determining the target mark insurance distributed to each role-level agent within the preset time period according to the target mark insurance to be distributed by the team and the distribution proportion of the target mark insurance of each role-level agent by the server;
a third determining module, configured to determine, by the server, a target bid allocated to each agent of each job-level agent according to the target bid of each job-level agent within the preset time period;
and the first sending module is used for sending the target mark and guarantee of each agent to the terminal by the server so that the terminal displays the target mark and guarantee of each agent.
9. An electronic device, comprising:
one or more processors; and
storage means for storing one or more programs which, when executed by the one or more processors, cause the one or more processors to carry out a method according to any one of claims 1 to 7.
10. A computer-readable medium, on which a computer program is stored, which program, when being executed by a processor, is adapted to carry out the method according to any one of claims 1 to 7.
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