CN115016882B - Monitoring interface generation method, device, equipment and storage medium - Google Patents
Monitoring interface generation method, device, equipment and storage medium Download PDFInfo
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Abstract
The invention discloses a monitoring interface generation method, a device, equipment and a storage medium. The method comprises the following steps: acquiring enterprise information and authority information corresponding to a current account; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene; the first monitoring interface is updated according to the target data to obtain the target monitoring interface, and through the technical scheme of the invention, real-time accurate data can be efficiently fetched, and meanwhile, accurate analysis decision results can be quickly obtained, so that management closed loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of the BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
Description
Technical Field
The embodiment of the invention relates to the technical field of intelligent finance, in particular to a monitoring interface generation method, a device, equipment and a storage medium.
Background
In recent years, the pace of informatization development is faster and faster, and the complexity is higher and higher. The banking industry must make timely decisions about the market conditions and customer behaviors of the instant messaging, and these decisions are based on comprehensive, accurate and timely digitized information. The big data BI analysis starts from enterprise demands, effectively integrates, manages and digs and analyzes data of different information platforms, systems and the like, rapidly and accurately provides data services, and assists managers in scientific management decisions.
In the prior art, if a user needs to monitor enterprise information and user groups, corresponding data can only be counted manually, and the statistical result is inaccurate due to manual statistics, so that accurate monitoring cannot be performed according to the statistical data, and because the manual statistics consumes longer time, the obtained statistical result is not real-time, and the loss is serious when a problem is found easily.
Disclosure of Invention
The embodiment of the invention provides a monitoring interface generation method, a device, equipment and a storage medium, which can efficiently call real-time accurate data and quickly obtain accurate analysis decision results, thereby realizing management closed loop. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of the BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
According to an aspect of the present invention, there is provided a monitoring interface generating method, including:
Acquiring enterprise information and authority information corresponding to a current account;
constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface;
responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene;
and updating the first monitoring interface according to the target data to obtain a target monitoring interface.
According to another aspect of the present invention, there is provided a monitoring interface generating apparatus including:
The first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
The display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to the touch operation of the user on the target time control on the first monitoring interface and the selection operation of the target scene, and acquiring the target time and the target data corresponding to the target scene;
and the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface.
According to another aspect of the present invention, there is provided an electronic apparatus including:
At least one processor; and
A memory communicatively coupled to the at least one processor; wherein,
The memory stores a computer program executable by the at least one processor to enable the at least one processor to perform the monitoring interface generating method according to any one of the embodiments of the present invention.
According to another aspect of the present invention, there is provided a computer readable storage medium storing computer instructions for causing a processor to implement the method for generating a monitoring interface according to any embodiment of the present invention when executed.
The embodiment of the invention obtains the enterprise information and the authority information corresponding to the current account; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, so that real-time accurate data can be efficiently fetched, and meanwhile, an accurate analysis decision result can be quickly obtained, and a management closed loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of the BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
It should be understood that the description in this section is not intended to identify key or critical features of the embodiments of the invention or to delineate the scope of the invention. Other features of the present invention will become apparent from the description that follows.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings that are needed in the embodiments will be briefly described below, it being understood that the following drawings only illustrate some embodiments of the present invention and therefore should not be considered as limiting the scope, and other related drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a flow chart of a method for generating a monitoring interface in an embodiment of the invention;
FIG. 2 is a schematic structural diagram of a monitoring interface generating device according to an embodiment of the present invention;
Fig. 3 is a schematic structural diagram of an electronic device in an embodiment of the present invention.
Detailed Description
In order that those skilled in the art will better understand the present invention, a technical solution in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in which it is apparent that the described embodiments are only some embodiments of the present invention, not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the present invention without making any inventive effort, shall fall within the scope of the present invention.
It should be noted that the terms "first," "second," and the like in the description and the claims of the present invention and the above figures are used for distinguishing between similar objects and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used may be interchanged where appropriate such that the embodiments of the invention described herein may be implemented in sequences other than those illustrated or otherwise described herein. Furthermore, the terms "comprises," "comprising," and "having," and any variations thereof, are intended to cover a non-exclusive inclusion, such that a process, method, system, article, or apparatus that comprises a list of steps or elements is not necessarily limited to those steps or elements expressly listed but may include other steps or elements not expressly listed or inherent to such process, method, article, or apparatus.
The technical scheme of the application obtains, stores and/or processes the data, and accords with the relevant regulations of national laws and regulations.
Example 1
Fig. 1 is a flowchart of a method for generating a monitoring interface according to an embodiment of the present invention, where the method may be applied to a case of generating a monitoring interface, and the method may be performed by a monitoring interface generating device according to an embodiment of the present invention, where the device may be implemented in a software and/or hardware manner, as shown in fig. 1, and the method specifically includes the following steps:
s110, acquiring enterprise information and authority information corresponding to the current account.
Wherein the enterprise information may include: the target business name, the business information may further include: a target business name and a subordinate business name of the target business.
Wherein, the authority information may be: the current account has the authority of checking the policy management interface; the authority information may also be: the current account does not have the right to view the policy management interface.
Specifically, the method for obtaining the enterprise information and the authority information corresponding to the current account may be: and inquiring a database according to the account and the password input by the user to obtain enterprise information and authority information corresponding to the current account.
S120, constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface.
The first monitoring interface is an interface for all scenes, and the first monitoring interface comprises: the equity cost display area, the asset promotion display area, the standard reaching conversion rate display area, the funds deposit display area, the guest display area, the number of contact person and number of contact person display area, the number of response person and number of response person display area, the standard reaching person and number of standard reaching person display area, and the prize receiving person and number of winning person display area. The rights cost display area displays data which is the rights cost corresponding to all subordinate enterprises, the asset promotion display area displays data which is the asset promotion data corresponding to all subordinate enterprises, the standard-reaching conversion rate display area displays data which is the standard-reaching conversion rate corresponding to all subordinate enterprises, the substitute funds remain display area displays data which is the substitute funds remain corresponding to all subordinate enterprises, the ring passenger display area displays data which is the ring passenger corresponding to all subordinate enterprises, the touch number and the touch number display area displays data which is the touch number and the touch number corresponding to all subordinate enterprises, the response number and the response number display area displays data which is the response number and the response number corresponding to all subordinate enterprises, and the data which is the number and the standard-reaching number display area displays standard-reaching number and the number corresponding to all subordinate enterprises; the data displayed in the display area of the number of the winnings and the number of the winnings are the number of the winnings and the number of the winnings corresponding to all subordinate enterprises.
Specifically, the method for constructing the first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface may be: if the authority information is that the current account does not have the authority for viewing the policy management interface, the first monitoring interface comprises: the client management control and the data management control need to be described, if the user does not select the client management control, the default user selects the data management control, and an interface corresponding to the data management control is displayed. The method for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface may further be: if the authority information is that the current account has the authority of viewing the policy management interface, the first monitoring interface comprises: the first monitoring interface is an interface corresponding to the data management control, and it is required to be explained that if the user does not select the policy management control or the client management control, the default user selects the data management control and displays the interface corresponding to the data management control.
S130, responding to touch operation of a user on the target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene.
The target scene may be a substitute-sending scene, all scenes, or may be a non-substitute-sending scene, where the non-substitute-sending scene may include: financial, credit card, online, offline, etc., embodiments of the present invention are not limited in this regard.
Specifically, in response to the touch operation of the user on the target time control and the selection operation of the target scene on the first monitoring interface, the manner of obtaining the target time and the target data corresponding to the target scene may be: and responding to touch operation of a user on the target time control on the first monitoring interface and selection operation of a substitute transmission scene, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and substitute transmission fund retention corresponding to the enterprise information in the target time. Responding to the touch operation of the user on the target time control and the selection operation of the target scene on the first monitoring interface, the manner of acquiring the target time and the target data corresponding to the target scene may be: and responding to touch operation and non-generation scene selection operation of a user for a target time control on the first monitoring interface, and acquiring standard reaching conversion rate corresponding to the enterprise information and asset promotion data corresponding to the enterprise information in the target time. Responding to the touch operation of the user on the target time control and the selection operation of the target scene on the first monitoring interface, the manner of acquiring the target time and the target data corresponding to the target scene may be: and responding to touch operation of a user on the target time control on the first monitoring interface and selection operation of all scenes, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and deposit funds corresponding to the enterprise information in the target time.
And S140, updating the first monitoring interface according to the target data to obtain a target monitoring interface.
Specifically, the method for updating the first monitoring interface according to the target data to obtain the target monitoring interface may be: and replacing the data displayed in the first monitoring interface according to the target data to obtain the target monitoring interface.
In one specific example, the target monitoring interface includes: the method comprises the steps of displaying an equity cost display area, an asset promotion display area, a standard reaching conversion rate display area, a funds generation remaining display area, a ring passenger display area, a number of contact persons and number of contact persons display area, a number of response persons and number of response persons display area, a number of standard reaching persons and number of standard reaching persons display area and a number of winning persons and number of winning persons display area, wherein data in the asset promotion display area are asset promotion ranking corresponding to subordinate enterprises, only asset promotion data corresponding to subordinate enterprises of the first five of the ranking are displayed, a complete asset promotion ranking list can be displayed by clicking a stretching control in the asset promotion display area, and asset promotion data of subordinate enterprises of one month, three months or one year corresponding to a target row can be displayed by clicking a target row (the specific time is the same as the target time, for example, if the target time is one month, asset promotion data of one month are displayed). The standard conversion rate display area and the funds on behalf of the user remain display area are the same as the asset promotion display area, and are not described in detail herein. The content displayed in the ring-in display area is the total number of ring-in, the ring-in change curve corresponding to the target time can be displayed by clicking the stretching control of the ring-in display area, the number of touch-up people and touch-down people display area, the number of response people and response people display area, the number of up-to-standard people and up-to-standard people display area, and the number of winnings display area are the same as those in the ring-in display area, and redundant description is omitted herein.
Optionally, in response to a touch operation of a user on the target time control and a selection operation of a target scene on the first monitoring interface, acquiring the target time and target data corresponding to the target scene includes:
Responding to touch operation of a user on a target time control on the first monitoring interface and selection operation of a substitute transmission scene, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and substitute transmission fund retention corresponding to the enterprise information in the target time;
Or alternatively
And responding to touch operation and non-generation scene selection operation of a user for a target time control on the first monitoring interface, and acquiring standard reaching conversion rate corresponding to the enterprise information and asset promotion data corresponding to the enterprise information in the target time.
Wherein, the target time control may be: the present invention is not limited in this regard as to the last month icon, the last march icon, or the last year icon.
Wherein, the non-substitution scene may be: financial, credit card, online, offline, etc.
It should be noted that, the data corresponding to the subordinate enterprise of the target can be selected and checked by clicking the control corresponding to the subordinate enterprise of the target on the first monitoring interface. The target subordinate enterprises can be one or a plurality of.
Optionally, the target data further includes: at least one of the circle number corresponding to the enterprise information, the number of the touch-up persons corresponding to the enterprise information, the number of the response persons corresponding to the enterprise information, the number of the standard-reaching persons corresponding to the enterprise information, the number of the prize-drawing persons corresponding to the enterprise information and the number of the prize-winning persons corresponding to the enterprise information in the target time.
Optionally, the method further comprises:
responding to touch operation of a user on a client management control on the first monitoring interface, and displaying a panoramic client interface, wherein the panoramic client interface comprises: a first region and a query region;
Responding to touch operation of a user on total client icons of a query area on the panoramic client interface and triggering operation of a search control, and determining client scale information and financial asset information according to target starting time, target ending time, target mechanism, target client and target type selected by the user;
And updating the data corresponding to the first area on the panoramic client interface according to the client scale information and the financial asset information.
Wherein the query region includes: total customer icons, new customer icons, active customer icons, and asleep customer icons.
It should be noted that, if the user clicks the client management control on the first monitoring interface, the default user selects the total client icon, and the panoramic client interface display content includes: the user can select information such as a start time, an end time, a target organization, a target customer, a target type and the like in the query area, display the information of the customer scale corresponding to the information in the customer scale display area and display the information of the financial asset corresponding to the information in the financial asset display area after the user selects the information.
And selecting a starting time node and a borrowing time node, and acquiring different states of the client at the two time nodes, including information such as a management state, whether online management is performed, whether new clients are provided, belonging mechanism levels, asset scales, corresponding asset levels, client levels and the like. The business of the organization to the clients during the time window is evaluated by comparing the states of the clients of the two time nodes.
Specifically, the manner of displaying the client scale information corresponding to the client scale information in the client scale display area may be: the pyramid display mode is the same as the mode of displaying the corresponding financial asset information in the financial asset display area and the corresponding customer scale information in the customer scale display area, and will not be described here. For example, the axis in the pyramid may represent the customer level at which the customer was on the start date, the left side represents the end date, a portion of the customer assets are growing positively, the color classification of the bar graph represents the customer asset level to which the customer is promoted at the end, the length of the bar graph represents the increase in the number of assets or customers, the right side represents the end date, another portion of the customer assets grow negatively, the color classification of the bar graph represents the customer asset level to which the customer is demoted at the end, and the length of the bar graph represents the decrease in the number of assets or customers. The bar graphs of the rest customer levels are wholly bar graphs of a tone scale rule except the summarized lines.
Specifically, the pyramid can be clicked to enter a secondary page, customer quantity analysis data (comprising quantity change conditions corresponding to different customer grades, for example, the quantity change conditions can be a quantity change condition corresponding to A-act without authority customers, a quantity change condition corresponding to B-honoured customers, a quantity change condition corresponding to C-high-quality customers, a quantity change condition corresponding to D-basic customers, a quantity change condition corresponding to E-effective customers, a quantity change condition corresponding to F-sleeping customers and a quantity change condition corresponding to N-invalid customers) are displayed on the left side of the secondary page, the splitting pyramid of all the levels of the pyramid is displayed on the management side in a right-side default mode, a certain customer grade on the left side is clicked, and the migration pyramid of each asset grade under the customer grade is switched in a right-side linkage mode, for example, if A-act without authority customers are clicked, the migration pyramid is displayed on the right-side in a linkage mode: from a non-administrative state to an administrative state, from a non-administrative state to a non-administrative state, from an administrative state to an administrative state, etc.
It should be noted that, by clicking the "view inflow and outflow" button, or clicking the pyramid bar graph color block left, the asset inflow and outflow page of the selected customer can be displayed with a net increase in different time dimensions, inflow and outflow transaction amount, and ranking of the fund sources and directions (which can be displayed in the form of a bar graph).
Optionally, the panoramic client interface further comprises: a customer type selection area;
Correspondingly, the method further comprises the steps of:
Responding to touch operation of a user on a non-total-volume client icon of a query area on the panoramic client interface, and acquiring at least one strategy corresponding to the non-total-volume client icon;
and replacing the display content of the first area with a strategy diagram corresponding to the at least one strategy.
Wherein the non-aggregate customer icon may be any one of a new customer icon, an active customer icon, and a sleeping customer icon.
Wherein the policy map may include: the client growth itinerary corresponding to the different policies may be, for example, a first policy map is a client growth itinerary map corresponding to the policy a, where the first policy map includes: ROI, number of customers, asset promotion data, asset baseline, current asset, cost per person, equity costs, etc. Clicking the flip control on the first policy map displays the index meaning corresponding to the first policy map, for example, the meaning of the ROI.
Taking a new client icon as an example for explanation, responding to touch operation of a user on the new client icon of the query area on the panoramic client interface, and acquiring at least one strategy corresponding to the new client icon; and replacing the display content of the first area with a strategy diagram corresponding to the at least one strategy. The processing manners of the jump client icon, the falling client icon and the new client icon are similar, and are not described in detail herein.
Optionally, after replacing the display content of the first area with the policy map corresponding to the at least one policy, the method further includes:
Responding to touch operation of a strategy diagram corresponding to a target strategy of a first area on the panoramic client interface by a user, displaying the first interface, wherein the first interface comprises a left area and a right area, and the left area comprises: at least one activity icon corresponding to the target policy, and the number of operating clients, the equity cost and the people average cost, wherein the right area comprises: the method comprises the steps of determining a target strategy corresponding to a client group, wherein the target strategy corresponds to a current asset of the client group, asset promotion data of the client group corresponding to the target strategy, and at least one of an overall asset scale K line graph, an average line, a transaction amount, a net gain, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of the client group corresponding to the target strategy.
And when the user clicks other areas except the overturning control on the strategy diagram, displaying a first interface.
Specifically, the first interface defaults to display the overall policy in real time to cover key indexes such as overall asset scale K-line diagram, average line, transaction amount, net increment, transaction amount, ROI, activity response rate, standard conversion rate, number of operating clients, equity cost, and average cost of people of all the active guest groups. Lower left corner page lower left corner of first interface: number of clients: the total number of guests (deduplication) for the entire policy is defaulted to be the real-time number. It should be noted that, the cost of rights and interests: data will be available after the activity begins; cost per unit of people: equity cost/number of customers. The upper left corner of the first interface shows heavy point indicators such as activity name of a specific activity under the strategy (12 activities can be accommodated at most), ROI (ROI showing the whole strategy when no activity is selected), response rate, conversion rate, and the like. Clicking a certain activity icon on the left side, and switching right side linkage into an index system such as an asset scale K line graph of the activity guest group; the K-ray diagram supports day, month, year, 1 minute, 5 minutes, 15 minutes, 30 minutes, 60 minutes of graded switching display.
Optionally, after the touch operation of the policy map corresponding to the target policy of the first area on the panoramic client interface is responded, displaying the first interface, the method further includes:
Responding to touch operation of a user on a screening control of a right side area on the first interface, and acquiring at least one of an overall asset scale K line graph, an average line, a transaction amount, a net gain, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of a client group corresponding to the screening control, wherein the client group corresponding to the screening control comprises: any one of a ring client group, a touch client group, a response client group and a standard client group.
First interface upper right corner filter: the nodes corresponding to the movable conversion funnels such as the ring guests, the touch, the response, the standard reaching/purchasing and the like are selected, and the real-time asset scale of the business clients with different calibers can be screened. Clicking a pull button of the K line drawing card, stretching the whole K line drawing card leftwards, expanding the K line display time range from the nearest 60 time granularity to 100 time granularity, supporting mouse operation scaling on the whole page, and facilitating macroscopic management and control of the asset scale trend of the management layer.
Wherein, the average line selection function: the page supports the display of the uniform lines of different spans, the setting button behind the uniform lines is clicked, the drop-down list can be checked, and at most 4 uniform line indexes are selected.
K line graph label index: the mouse hovering can appear to display contents in a hovering manner through the cross dotted lines of 3 icon types, and data such as time, opening, receiving, high, low, amplitude, fluctuation, transaction amount and the like at the time point are displayed.
Optionally, after updating the first monitoring interface according to the target data to obtain a target monitoring interface, the method further includes:
and responding to touch operation of a user on the policy management control on the first monitoring interface, and displaying a policy management interface, wherein the policy management interface comprises: customer type, scenario, policy name, user group, creator, creation time, and modification time.
Responding to the triggering operation of a user for the adding control on the strategy management interface, and displaying an adding strategy floating window on the strategy management interface;
and responding to the editing operation of the user for the adding strategy floating window, and updating the display strategy management interface according to the editing operation.
It should be noted that, in the case that the current account has the authority to view the policy management interface, a policy management control exists on the target monitoring interface.
Wherein, add the strategic suspension window and include: after the user selects the client hierarchy, the scene, the policy name and the user group, clicking the save control, generating a new line of data according to the client hierarchy, the scene, the policy name and the user group selected by the user, and adding the new line of data to the policy management interface.
Specifically, clicking a certain line of data of the policy management interface displays an editing policy floating window, where the editing policy floating window includes: client layering (non-editable), scene (non-editable), policy name (non-editable), user group (non-editable), sub-policy name (editable), adding guest group (editable), closing control and save control, after editing sub-policy name and adding guest group, if clicking save control, updating selected line data according to edited sub-policy name and added guest group.
Specifically, clicking an edit control on the right side of the newly generated line of data displays a selected guest group suspension window, where selecting the guest group suspension window includes: the generated plurality of guest groups (including guest groups of binding activities and guest groups of unbinding activities) can be selected by a user through clicking at least one guest group.
The policy management function includes: customer hierarchies (new guest/active/asleep/all), scenes (online/offline/all), policy names, belonging user groups, creator, creation time, modification time, etc. are defined. The operations of adding, editing, deleting strategies and the like can be performed, and the page search box can perform fuzzy query of strategy names.
Specifically, by clicking to add, a client layered selection needs to be defined first, then a scene such as selecting a financial scene is defined, a user can create a policy under a specified user group, meanwhile, a specific defined policy name is needed, and clicking to save generates a record.
Specifically, by clicking on the edit icon on the right side of the newly generated record, the sub-policy name may be entered and the group adding function may be implemented. Clicking the strategy display sub-strategy list, displaying sub-strategy names, specific guest groups/guest group activity quantity and state: ETL control is used, started, paused and terminated. Whether or not to display: and whether the sub-policies corresponding to the policy card page are displayed or not.
The policy management page is an original evaluation specification in a value evaluation system aiming at panoramic customer operation, and takes the customer value as a center, and a targeted series of activities are formulated around the characteristics of specific layered customers, such as the following activities under a new customer long journey policy: the new customer opens card real-time marketing wind comment signing binding, and the standard customer issues WeChat standing and gold reduction, enterprise WeChat binding, new customer financial accounting, and medium and high end customer asset standard. The new card opening customer completes the cultivation of a series of actions under the strategy, grows into a high-value and high-viscosity customer, and realizes the remarkable improvement of the overall AUM of the business customer group.
According to the technical scheme, enterprise information and authority information corresponding to the current account are obtained; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, so that real-time accurate data can be efficiently fetched, and meanwhile, an accurate analysis decision result can be quickly obtained, and a management closed loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of the BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
Example two
Fig. 2 is a schematic structural diagram of a monitoring interface generating device according to an embodiment of the present invention. The embodiment may be applicable to the case of monitoring interface generation, and the device may be implemented in a software and/or hardware manner, and the device may be integrated in any device that provides a monitoring interface generation function, as shown in fig. 2, where the monitoring interface generation device specifically includes: a first acquisition module 210, a display module 220, a second acquisition module 230, and an update module 240.
The first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
The display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to the touch operation of the user on the target time control on the first monitoring interface and the selection operation of the target scene, and acquiring the target time and the target data corresponding to the target scene;
and the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface.
The product can execute the method provided by any embodiment of the invention, and has the corresponding functional modules and beneficial effects of the execution method.
According to the technical scheme, enterprise information and authority information corresponding to the current account are obtained; constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface; responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene; and updating the first monitoring interface according to the target data to obtain a target monitoring interface, so that real-time accurate data can be efficiently fetched, and meanwhile, an accurate analysis decision result can be quickly obtained, and a management closed loop is realized. Meanwhile, the implementation success rate of the BI system is greatly improved, the implementation period of the BI and data analysis projects is effectively shortened, and the construction cost of the BI system is reduced.
Example III
Fig. 3 shows a schematic diagram of the structure of an electronic device 10 that may be used to implement an embodiment of the invention. Electronic devices are intended to represent various forms of digital computers, such as laptops, desktops, workstations, personal digital assistants, servers, blade servers, mainframes, and other appropriate computers. Electronic equipment may also represent various forms of mobile devices, such as personal digital processing, cellular telephones, smartphones, wearable devices (e.g., helmets, glasses, watches, etc.), and other similar computing devices. The components shown herein, their connections and relationships, and their functions, are meant to be exemplary only, and are not meant to limit implementations of the inventions described and/or claimed herein.
As shown in fig. 3, the electronic device 10 includes at least one processor 11, and a memory, such as a Read Only Memory (ROM) 12, a Random Access Memory (RAM) 13, etc., communicatively connected to the at least one processor 11, in which the memory stores a computer program executable by the at least one processor, and the processor 11 may perform various appropriate actions and processes according to the computer program stored in the Read Only Memory (ROM) 12 or the computer program loaded from the storage unit 18 into the Random Access Memory (RAM) 13. In the RAM 13, various programs and data required for the operation of the electronic device 10 may also be stored. The processor 11, the ROM 12 and the RAM 13 are connected to each other via a bus 14. An input/output (I/O) interface 15 is also connected to bus 14.
Various components in the electronic device 10 are connected to the I/O interface 15, including: an input unit 16 such as a keyboard, a mouse, etc.; an output unit 17 such as various types of displays, speakers, and the like; a storage unit 18 such as a magnetic disk, an optical disk, or the like; and a communication unit 19 such as a network card, modem, wireless communication transceiver, etc. The communication unit 19 allows the electronic device 10 to exchange information/data with other devices via a computer network, such as the internet, and/or various telecommunication networks.
The processor 11 may be a variety of general and/or special purpose processing components having processing and computing capabilities. Some examples of processor 11 include, but are not limited to, a Central Processing Unit (CPU), a Graphics Processing Unit (GPU), various specialized Artificial Intelligence (AI) computing chips, various processors running machine learning model algorithms, digital Signal Processors (DSPs), and any suitable processor, controller, microcontroller, etc. The processor 11 performs the various methods and processes described above, such as the monitoring interface generation method.
In some embodiments, the monitoring interface generation method may be implemented as a computer program tangibly embodied on a computer-readable storage medium, such as the storage unit 18. In some embodiments, part or all of the computer program may be loaded and/or installed onto the electronic device 10 via the ROM 12 and/or the communication unit 19. One or more steps of the monitoring interface generation method described above may be performed when the computer program is loaded into the RAM 13 and executed by the processor 11. Alternatively, in other embodiments, the processor 11 may be configured to perform the monitoring interface generation method in any other suitable way (e.g., by means of firmware).
Various implementations of the systems and techniques described here above may be implemented in digital electronic circuitry, integrated circuit systems, field Programmable Gate Arrays (FPGAs), application Specific Integrated Circuits (ASICs), application Specific Standard Products (ASSPs), systems On Chip (SOCs), load programmable logic devices (CPLDs), computer hardware, firmware, software, and/or combinations thereof. These various embodiments may include: implemented in one or more computer programs, the one or more computer programs may be executed and/or interpreted on a programmable system including at least one programmable processor, which may be a special purpose or general-purpose programmable processor, that may receive data and instructions from, and transmit data and instructions to, a storage system, at least one input device, and at least one output device.
A computer program for carrying out methods of the present invention may be written in any combination of one or more programming languages. These computer programs may be provided to a processor of a general purpose computer, special purpose computer, or other programmable data processing apparatus, such that the computer programs, when executed by the processor, cause the functions/acts specified in the flowchart and/or block diagram block or blocks to be implemented. The computer program may execute entirely on the machine, partly on the machine, as a stand-alone software package, partly on the machine and partly on a remote machine or entirely on the remote machine or server.
In the context of the present invention, a computer-readable storage medium may be a tangible medium that can contain, or store a computer program for use by or in connection with an instruction execution system, apparatus, or device. The computer readable storage medium may include, but is not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any suitable combination of the foregoing. Alternatively, the computer readable storage medium may be a machine readable signal medium. More specific examples of a machine-readable storage medium would include an electrical connection based on 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.
To provide for interaction with a user, the systems and techniques described here can be implemented on an electronic device having: a display device (e.g., a CRT (cathode ray tube) or LCD (liquid crystal display) monitor) for displaying information to a user; and a keyboard and a pointing device (e.g., a mouse or a trackball) through which a user can provide input to the electronic device. Other kinds of devices may also be used to provide for interaction with a user; for example, feedback provided to the user may be any form of sensory feedback (e.g., visual feedback, auditory feedback, or tactile feedback); and input from the user may be received in any form, including acoustic input, speech input, or tactile input.
The systems and techniques described here can be implemented in a computing system that includes a background component (e.g., as a data server), or that includes a middleware component (e.g., an application server), or that includes a front-end component (e.g., a user computer having a graphical user interface or a web browser through which a user can interact with an implementation of the systems and techniques described here), or any combination of such background, middleware, or front-end components. The components of the system can be interconnected by any form or medium of digital data communication (e.g., a communication network). Examples of communication networks include: local Area Networks (LANs), wide Area Networks (WANs), blockchain networks, and the internet.
The computing system may include clients and servers. The client and server are typically remote from each other and typically interact through a communication network. The relationship of client and server arises by virtue of computer programs running on the respective computers and having a client-server relationship to each other. The server can be a cloud server, also called a cloud computing server or a cloud host, and is a host product in a cloud computing service system, so that the defects of high management difficulty and weak service expansibility in the traditional physical hosts and VPS service are overcome.
It should be appreciated that various forms of the flows shown above may be used to reorder, add, or delete steps. For example, the steps described in the present invention may be performed in parallel, sequentially, or in a different order, so long as the desired results of the technical solution of the present invention are achieved, and the present invention is not limited herein.
The above embodiments do not limit the scope of the present invention. It will be apparent to those skilled in the art that various modifications, combinations, sub-combinations and alternatives are possible, depending on design requirements and other factors. Any modifications, equivalent substitutions and improvements made within the spirit and principles of the present invention should be included in the scope of the present invention.
Claims (8)
1. A method for generating a monitoring interface, comprising:
Acquiring enterprise information and authority information corresponding to a current account;
constructing a first monitoring interface according to the enterprise information and the authority information, and displaying the first monitoring interface;
responding to touch operation of a user on a target time control and selection operation of a target scene on the first monitoring interface, and acquiring target time and target data corresponding to the target scene;
updating the first monitoring interface according to the target data to obtain a target monitoring interface;
Further comprises:
responding to touch operation of a user on a client management control on the first monitoring interface, and displaying a panoramic client interface, wherein the panoramic client interface comprises: a first region and a query region;
Responding to touch operation of a user on total client icons of a query area on the panoramic client interface and triggering operation of a search control, and determining client scale information and financial asset information according to target starting time, target ending time, target mechanism, target client and target type selected by the user;
Updating data corresponding to the first area on the panoramic client interface according to the client scale information and the financial asset information;
The panoramic client interface further comprises: a customer type selection area;
Correspondingly, the method further comprises the steps of:
Responding to touch operation of a user on a non-total-volume client icon of a query area on the panoramic client interface, and acquiring at least one strategy corresponding to the non-total-volume client icon;
Replacing the display content of the first area with a strategy diagram corresponding to the at least one strategy;
after replacing the display content of the first area with the policy map corresponding to the at least one policy, the method further includes:
Responding to touch operation of a strategy diagram corresponding to a target strategy of a first area on the panoramic client interface by a user, displaying the first interface, wherein the first interface comprises a left area and a right area, and the left area comprises: at least one activity icon corresponding to the target policy, and the number of operating clients, the equity cost and the people average cost, wherein the right area comprises: the method comprises the steps of determining a target strategy corresponding to a client group, wherein the target strategy corresponds to a current asset of the client group, asset promotion data of the client group corresponding to the target strategy, and at least one of an overall asset scale K line graph, an average line, a transaction amount, a net gain, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of the client group corresponding to the target strategy.
2. The method of claim 1, wherein, in response to a touch operation of a user on the target time control on the first monitoring interface and a selection operation of a target scene, acquiring the target time and target data corresponding to the target scene, comprises:
Responding to touch operation of a user on a target time control on the first monitoring interface and selection operation of a substitute transmission scene, and acquiring standard conversion rate corresponding to the enterprise information, asset promotion data corresponding to the enterprise information and substitute transmission fund retention corresponding to the enterprise information in the target time;
Or alternatively
And responding to touch operation and non-generation scene selection operation of a user for a target time control on the first monitoring interface, and acquiring standard reaching conversion rate corresponding to the enterprise information and asset promotion data corresponding to the enterprise information in the target time.
3. The method of claim 2, wherein the target data further comprises: at least one of the circle number corresponding to the enterprise information, the number of the touch-up persons corresponding to the enterprise information, the number of the response persons corresponding to the enterprise information, the number of the standard-reaching persons corresponding to the enterprise information, the number of the prize-drawing persons corresponding to the enterprise information and the number of the prize-winning persons corresponding to the enterprise information in the target time.
4. The method of claim 1, further comprising, after displaying the first interface in response to a touch operation of the user on the policy map corresponding to the target policy for the first area on the panoramic client interface:
Responding to touch operation of a user on a screening control of a right side area on the first interface, and acquiring at least one of an overall asset scale K line graph, an average line, a transaction amount, a net gain, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of a client group corresponding to the screening control, wherein the client group corresponding to the screening control comprises: any one of a ring client group, a touch client group, a response client group and a standard client group.
5. The method of claim 1, further comprising, after updating the first monitoring interface according to the target data to obtain a target monitoring interface:
And responding to touch operation of a user on the policy management control on the first monitoring interface, and displaying a policy management interface, wherein the policy management interface comprises: customer type, scene, policy name, user group, creator, creation time, and modification time;
Responding to the triggering operation of a user for the adding control on the strategy management interface, and displaying an adding strategy floating window on the strategy management interface;
and responding to the editing operation of the user for the adding strategy floating window, and updating the display strategy management interface according to the editing operation.
6. A monitoring interface generating device, characterized by comprising:
The first acquisition module is used for acquiring enterprise information and authority information corresponding to the current account;
The display module is used for constructing a first monitoring interface according to the enterprise information and the authority information and displaying the first monitoring interface;
the second acquisition module is used for responding to the touch operation of the user on the target time control on the first monitoring interface and the selection operation of the target scene, and acquiring the target time and the target data corresponding to the target scene;
the updating module is used for updating the first monitoring interface according to the target data to obtain a target monitoring interface;
Further comprises:
The panoramic client interface display module is used for responding to touch operation of a user on the client management control on the first monitoring interface, and displaying a panoramic client interface, wherein the panoramic client interface comprises: a first region and a query region;
The client scale information and financial asset information determining module is used for responding to the touch operation of the user on the total client icons of the query areas on the panoramic client interface and the trigger operation of the search control, and determining client scale information and financial asset information according to the target starting time, the target ending time, the target mechanism, the target client and the target type selected by the user;
the first area updating module is used for updating data corresponding to the first area on the panoramic client interface according to the client scale information and the financial asset information;
The panoramic client interface further comprises: a customer type selection area;
Correspondingly, the method further comprises the steps of:
the strategy acquisition module is used for responding to the touch operation of a user on the non-total client icon of the query area on the panoramic client interface, and acquiring at least one strategy corresponding to the non-total client icon;
The replacing module is used for replacing the display content of the first area with the strategy diagram corresponding to the at least one strategy;
Further comprises:
The first interface display module is configured to display a first interface in response to a touch operation of a user on a policy map corresponding to a target policy of the first area on the panoramic client interface after replacing display content of the first area with the policy map corresponding to the at least one policy, where the first interface includes a left area and a right area, and the left area includes: at least one activity icon corresponding to the target policy, and the number of operating clients, the equity cost and the people average cost, wherein the right area comprises: the method comprises the steps of determining a target strategy corresponding to a client group, wherein the target strategy corresponds to a current asset of the client group, asset promotion data of the client group corresponding to the target strategy, and at least one of an overall asset scale K line graph, an average line, a transaction amount, a net gain, a transaction amount, an input-output ratio, an activity response rate and a standard conversion rate of the client group corresponding to the target strategy.
7. An electronic device, the electronic device comprising:
At least one processor; and
A memory communicatively coupled to the at least one processor; wherein,
The memory stores a computer program executable by the at least one processor to enable the at least one processor to perform the monitoring interface generating method of any one of claims 1-5.
8. A computer readable storage medium storing computer instructions for causing a processor to implement the monitoring interface generation method of any one of claims 1-5 when executed.
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