WO2019041774A1 - Customer information screening method and apparatus, electronic device, and medium - Google Patents

Abstract

The present application relates to the technical field of data processing and provides a customer information screening method and apparatus, an electronic device, and a medium. The method comprises: if receiving an information acquisition command, reading the user identifier of a user and insurance state information, and determining a customer type corresponding to the user according to the user identifier; extracting, from a customer information database, first customer information conforming to the customer type and the insurance state information at the same time; searching a preset blacklist database for a third blacklist corresponding to the customer type and the insurance state information; removing customer information belonging to the third blacklist from the first customer information to obtain second customer information; performing attribution screening on the second customer information to obtain third customer information, and sending the obtained third customer information to the user. By performing multiple different types of screening processing on the customer information, the function of analyzing and processing the customer information is enriched, and the effectiveness of the finally screened customer information is greatly improved.

Description

Customer information screening method, device, electronic device and medium

This application claims priority to Chinese Patent Application No. 201710748699.3, entitled "Customer Information Screening Method and Terminal Equipment", filed on August 28, 2017, the entire contents of which are incorporated herein by reference. In the application.

Technical field

The present application belongs to the field of data processing technologies, and in particular, to a method, device, electronic device and medium for screening customer information.

Background technique

The telemarketing agent needs to use the telemarketing system to filter out the customer information needed to track the sales from the customer information database, and then track the sales according to the phone number in the found customer information. .

However, the existing sales system can not effectively extract and process the customer information database, and can simply filter the customer information database according to the insurance time information input by the agent, and the function is single. At the same time, the customer information in the customer information database can reach the order of magnitude of 100 million, the amount of data is huge, and the amount of customer information simply filtered according to the insured time is still extremely large, and it may also contain many wrong or invalid customer calls. The number, so that the resulting customer information is ineffective for the agent, makes the agent use the customer information to track sales, the workload is huge, and the work efficiency is low. Therefore, in the prior art, the function of analyzing and processing customer information is single, and the filtered customer information is low in effectiveness.

technical problem

In view of this, the embodiment of the present application provides a method, a device, an electronic device, and a medium for screening customer information, so as to solve the problem that the function of analyzing and processing customer information in the prior art is single, and the effectiveness of the filtered customer information is low. .

Technical solution

A first aspect of the embodiment of the present application provides a method for screening customer information, including:

Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier;

Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information;

The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;

Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information;

And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user.

A second aspect of the embodiments of the present application provides a customer information screening apparatus, including:

a type determining module, configured to: read a user identifier input by the user, read a user identifier of the user, and an insurance status information included in the information acquisition instruction, and determine, according to the user identifier, a corresponding information of the user Customer type;

The information extraction module extracts, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information;

a blacklist querying module, configured to query, from a preset blacklist library, a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and the first blacklist And the second blacklist is merged to obtain a third blacklist;

An information culling module, configured to remove customer information belonging to the third blacklist from the first customer information, to obtain second customer information;

The information filtering module is configured to perform third-customer information obtained by performing home screening on the second customer information, and send the obtained third customer information to the user.

A third aspect of the embodiments of the present application provides a customer information screening electronic device, including a memory, a processor, and a computer readable instruction executable on the processor, where the processor executes The following steps are implemented when the computer readable instructions are described:

Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier;

Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information;

The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;

Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information;

And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user.

A fourth aspect of the embodiments of the present application provides a computer readable storage medium storing computer readable instructions, wherein the computer readable instructions are implemented by at least one processor The following steps:

Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier;

Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information;

The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist;

Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information;

And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user.

Beneficial effect

Compared with the prior art, the embodiment of the present application has the beneficial effects that: the customer type that is handled by each agent (ie, the user) and the customer's insurance status required for each power sale are different, and the customer information is obtained through the customer information. In the database, the first customer information corresponding to the customer type of the agent and the input insurance status information is extracted, so that the obtained first customer information is more suitable for the actual needs of the individual personnel, thereby ensuring the filtered customer information. Effectiveness. The blacklist matching the client type of the agent and the input insurance status information is determined from the blacklist library, and the first customer information obtained by the blacklist is filtered, thereby reducing the abnormal number of the blacklist to the agent. The extra workload, which increases the effectiveness of the filtered customer information. Because the agent has different familiarity with the language of different regions and the local market, the second customer information obtained after the blacklist screening is finally selected for attribution, so that the final customer information is more suitable for the individual personnel. Thereby improving the effectiveness of the filtered customer information. By performing multiple different types of screening processing on customer information, while enriching the functions of customer information analysis and processing, the effectiveness of the final selected customer information is greatly improved, and the number of agents can be more streamlined. At the same time, more effective customer information, thereby improving the efficiency of the sales of agents and the success rate of sales.

DRAWINGS

In order to more clearly illustrate the technical solutions in the embodiments of the present application, the drawings used in the embodiments or the prior art description will be briefly described below. Obviously, the drawings in the following description are only the present application. For some embodiments, other drawings may be obtained from those of ordinary skill in the art without departing from the drawings.

1 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 1 of the present invention;

2 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 2 of the present invention;

3 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 3 of the present invention;

4 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 4 of the present invention;

FIG. 5 is a schematic flowchart of an implementation process of a customer information screening method according to Embodiment 5 of the present invention; FIG.

6 is a schematic structural diagram of a customer information screening apparatus according to Embodiment 6 of the present invention;

FIG. 7 is a schematic diagram of a customer information screening terminal device according to Embodiment 7 of the present invention.

Embodiments of the invention

In the following description, for purposes of illustration and description However, it will be apparent to those skilled in the art that the present invention may be practiced in other embodiments without these specific details. In other instances, detailed descriptions of well-known systems, devices, circuits, and methods are omitted so as not to obscure the description of the application.

In order to explain the technical solutions described in the present application, the following description will be made by way of specific embodiments.

FIG. 1 is a flowchart showing an implementation of a method for screening customer information provided in Embodiment 1 of the present application, which is described in detail as follows:

S101. If receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier.

In this specification, the user is an agent of the salesperson. The user ID is the number that uniquely identifies the employee in the company where the agent is located, such as the common employee ID. Through the user identification, information related to the agent, such as personal basic information and sales records, can be found in the company's internal information database. Insured status information, including renewal failures, insured, and never insured. By entering the required insurance status information, customer information can be quickly filtered to screen out customers who are in a certain insurance status. The customer type can be a customer type that is classified according to the type of insurance of the customer included in the customer information, such as a car insurance customer and a life insurance customer, or a customer classified according to the insurance amount included in the customer information. Types, such as high-end customers and regular customers. Since the types of customers served by each agent are relatively fixed, by dividing the types of customers, the query speed and effectiveness of the customer information required by the agents can be greatly improved. In the embodiment of the present application, when the agent needs to obtain the customer list for the phone sales, the corresponding information acquisition function is triggered. At this time, in the embodiment of the present application, an insurance status information selection dialog box is popped up, and the agent is required to select the agent. The required insurance status, and after receiving the insurance status information input by the user, generates a corresponding information acquisition instruction including the insurance status information. In the embodiment of the present application, if the agent does not perform the selection operation in the insurance status information selection dialog box within the preset time after the information acquisition function is triggered, that is, the insurance status information input by the agent is not received within the preset time. By default, the selected insurance status information is the insurance status information including all the insurance status to prevent mis-screening of customer information.

After obtaining the agent identification, the agent's identity is used to query the customer's internal customer information type. For example, the inquiry is made, and the agent is mainly responsible for the sales of the automobile insurance customer in the daily work. The customer type that is queried is used as the screening condition of the customer type in the customer information screening, and the final customer information is ensured to be the actual customer information required by the agent to enhance the final customer information and the agent's personnel. The degree of matching improves the effectiveness of the output of customer information.

S102. Extract, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information. Since the customer type and the insurance status information are two different classification methods for the customer information, the customer information database is separately screened according to the customer type and the insurance status information, and two customer information can be obtained. Taking the customer type as the auto insurance customer, the insurance status is taken as an example in the insurance application. The auto insurance customer and the insurance insured to the customer information database will get a customer information corresponding to the auto insurance customer and a corresponding customer information in the insurance, but the agent What the person actually wants is the customer information that meets the two conditions of the auto insurance customer and the insurance insured. Therefore, in the embodiment of the present application, when the first customer information is extracted, the auto insurance customer and the corresponding customer information in the insurance are first extracted separately. The customer information contained in the customer information is extracted from the two customer information as the first customer information required.

S103. Query a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and merge the first blacklist and the second blacklist to obtain a third blacklist. .

The blacklist library contains customer information corresponding to the customer whose telephone number is abnormal (such as an empty number, a wrong number, and a harassment number). In the actual sales process, some unusual numbers are often encountered. When the agent tracks these abnormal numbers, it is impossible to contact the customer, which leads to an increase in the extra workload of the agent. In the embodiment of the present application, in order to improve the validity of the finally generated customer information and reduce the extra workload of the agent, the abnormal number is identified through the blacklist library, so as to filter the customer information corresponding to the abnormal number. except.

Different from the above screening of the first customer information, since the role of the blacklist is to minimize the impact of the abnormal number on the agent, it is necessary to find out all the customer information corresponding to the abnormal number that may affect the agent as much as possible. Therefore, in the embodiment of the present application, the blacklist corresponding to the customer type and the insurance status information is combined to ensure the validity of the finally obtained third blacklist.

S104. Exclude the customer information belonging to the third blacklist from the first customer information, and obtain the second customer information.

After the first customer information and the corresponding third blacklist are obtained in S103, the customer information included in the first customer information is matched with the customer information included in the blacklist, and the matching is successful. The customer information in the blacklist is removed from the first customer information to ensure that there is no abnormal number in the second customer information obtained after the rejection, and the effectiveness of the outputted customer information is improved.

S105. Perform third-customer information obtained by attribution screening the second customer information, and send the obtained third customer information to the user.

When the agent is tracking the sales, although it is possible to communicate with customers around the world by telephone, the actual situation is different because of the language of each region (such as some local dialects) and the insurance market. Agents are also familiar with the specifics of each region. Therefore, when the agent is tracking the sales of some unfamiliar areas, he often encounters various sales barriers. When a lot of time is wasted, the sales cannot be completed well. Therefore, in order to improve the sales efficiency of the agent and improve the sales success rate, in the embodiment of the present application, the obtained second customer information is categorized and selected, and the customer information attribution location and the agent are most matched, and the agent is the most Familiar with the third customer information corresponding to the region, the third customer information obtained is more in line with the personal situation of the agent, so as to improve the effectiveness of the final output of the customer information, improve the sales efficiency of the agent and improve the sales success rate.

In the embodiment of the present application, by extracting the first customer information corresponding to the client type of the agent and the input insurance state information from the customer information database, the obtained customer information is more suitable for the individual needs of the agent. To ensure the effectiveness of the filtered customer information. The third blacklist matching the client type of the agent and the input insurance status information is determined from the blacklist library, and the first customer information obtained by the blacklist is filtered, thereby reducing the abnormality in the blacklist. The number of additional work caused by the number of agents increases the effectiveness of the filtered customer information. Finally, the second customer information obtained after the blacklist screening is selected for attribution, so that the finally obtained customer information is more suitable for the individual personnel of the agent, thereby improving the effectiveness of the filtered customer information. By performing multiple different types of screening processing on customer information, while enriching the functions of customer information analysis and processing, the effectiveness of the final selected customer information is greatly improved, and the number of agents can be more streamlined. At the same time, more effective customer information, thereby improving the efficiency of the sales of agents and the success rate of sales.

As a preferred embodiment 2 of the present application, as shown in FIG. 2, before S101, includes:

S105. Read the customer phone number recorded in the customer information database at a preset frequency, and identify whether the customer phone number is an abnormal number.

To ensure that the blacklist screening operation can be performed normally in S103, you need to generate and set a blacklist library containing the customer information corresponding to the abnormal number.

In order to obtain the required blacklist library in the second embodiment of the present application, the phone number included in the customer information is first read from the customer information database, and the abnormal number is determined for the read phone number. The abnormal number mainly includes three types of telephone numbers: an empty number, an incorrect number, and a harassing number. The empty number refers to a telephone number that has not been received for multiple consecutive calls, and the wrong number is a telephone number issued by a non-operator, such as 222. The phone number at the beginning, and the harassment number refers to the phone number that is recorded to the customer information database multiple times within the preset time. The preset time and the specific quantity need to be set by the technician in advance according to the actual situation. Since the sales record of each agent's sales process is recorded, the above-mentioned abnormal number determination can be realized by reading the corresponding sales record data of the agent.

Considering that new customer information may be added to the customer information database at all times, in order to ensure the real-time validity of the blacklist database, in the second embodiment of the present application, the abnormal number determination is performed at a preset frequency. The determined abnormal number is subjected to subsequent blacklist entry and blacklist sorting operations. The specific value of the preset frequency can be set by the technician. In order to ensure the timely update of the blacklist library, the preset frequency is preferably not too small. Alternatively, the preset frequency is set to once every 5 days.

At the same time, considering the huge amount of data of the customer information, in order to ensure the timeliness of the blacklist library construction and the update, it is preferable to use the big data analysis tool to complete the above-mentioned query identification of the abnormal number, such as using the Hive tool. The above abnormal number query identification work.

S106. If the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library.

When it is recognized that the telephone number is an abnormal number, the customer information corresponding to the abnormal number is entered into the blacklist library.

As a preferred embodiment of the present application, after S106, the method further includes: blacklisting the blacklist library according to the customer information contained in the blacklist library, wherein the client information includes the client type of the client and the insured state information.

In order to facilitate the S103 to query the blacklist corresponding to different customer types and different insured state information, in the embodiment of the present application, the blacklist library is classified, and the specific classification manner is consistent with the foregoing description of the classification manner of S101. To ensure that the blacklist queried by S103 and the first customer information can be matched normally.

As a preferred embodiment of the present application, since the query identification workload of the abnormal number is very large, and there may be certain errors at the same time, in the embodiment of the present application, the agent information can be manually marked by the agent to the abnormal number. The second embodiment of the present application assists in the construction and update of the blacklist library. For example, when an agent dials an empty number, the number can be manually marked as an empty number. When the customer information input by the user is included in the tag containing the empty number, the customer information is directly added to the blacklist library. At the same time, in order to ensure the validity of the customer information added by the agent, in the embodiment of the present application, an audit step may be added, that is, the phone number of the added customer information when the agent adds new customer information to the blacklist library. Perform abnormal number verification to ensure the validity of the blacklist library.

As a further preferred embodiment of the present application, in order to better manage the blacklist library, in the embodiment of the present application, multi-level user rights management is set for the blacklist library, that is, for different users, after verifying the identity, granting Different levels of operational authority. For example, the user rights management is set to three levels: ordinary users, working users, and administrative users. The common users can only perform query operations on the blacklist database, and the working users can perform blacklist query, add, and modify operations on the blacklist library. The management user can perform blacklist query, add, modify, and delete operations on the blacklist. The security of the blacklist library is ensured by performing multi-level rights management on the blacklist library operation user.

In the second embodiment of the present application, the blacklist database is generated in advance and updated in time, thereby ensuring that the blacklist query can be normally performed in the first embodiment of the present application, thereby ensuring the normal operation of the subsequent blacklist screening operation, and ensuring that the subsequent blacklist screening operation is performed normally. The validity of the resulting customer information.

As a preferred embodiment 3 of the present application, as shown in FIG. 3, the method includes:

S107. Read the policy information included in the customer information of the customer information database, and the policy information includes the insurance type and the policy expiration time.

In order to ensure effective query of the customer type and the customer information corresponding to the insurance status information, it is necessary to classify the customer type and the insurance status information in advance in the customer information database.

The customer information has a detailed record of the policy information insured by the customer, such as the type of policy insured and the expiration date of the policy. In the embodiment of the present application, the classification of the customer information corresponding to the customer type and the insurance status information is realized by the type of the policy recorded in the customer information and the policy expiration time.

S108: classify the customer information according to the type of insurance in the policy information, and obtain customer information corresponding to each customer type.

The insurance type includes, but is not limited to, auto insurance and life insurance. After reading the insurance type corresponding to the customer information, the insurance type is set as the customer type corresponding to the customer information, and each customer exists in the customer information database. The information is sequentially identified by the customer type to determine the customer information corresponding to each customer type. It should be understood that since a customer may participate in multiple insurances at the same time, each customer information may have more than one type of insurance, that is, each customer information may have more than one type of customer. For example, a customer insures both auto insurance and life insurance. At this time, the customer's customer information will correspond to both auto insurance and life insurance customer types.

S109: classify the customer information according to the policy expiration time in the policy information, and obtain the customer information corresponding to each of the insurance status information.

In the embodiment of the present application, the insured state is divided into three states: failure to renew, insured, and never to be insured. Among them, the renewal failure means that the customer has insured, but the policy expiration time of the signed policy is before the current time, the policy has expired, and the renewal has not been renewed or new insurance up to the current time. Insured refers to the policy expiration time of the insurance policy signed by the customer. After the current time, the policy is still valid. Never insured means that the customer is a new customer and has not participated in any policy of the company in which the agent is located. At this time, the policy information of the customer is blank data, and the corresponding policy expiration time is also blank data.

In the embodiment of the present application, the customer's insurance status is identified and distinguished by comparing the policy expiration time of the policy information included in the customer information with the current time, and the customer is identified when the policy expiration time is blank data. It is determined that it is a new customer that has never been insured, and the insurance status information corresponding to the customer information is set to never be insured, thereby obtaining the insurance status information corresponding to each customer information, thereby determining the customer corresponding to each insurance status information. information.

As a further preferred embodiment of the present application, the customer type can also be classified according to the policy amount in the policy information, such as setting the customer information with the policy amount equal to 500,000 as the high-end customer and the customer information with the policy amount less than 500,000. Set as a regular customer.

As a specific implementation manner of S101, as shown in FIG. 4, as shown in FIG. 4, the method includes:

S1011, reading the sales record of the user within a preset time.

Because each agent has different types of customers who are mainly responsible for sales tracking in the daily life, such as agent A is mainly responsible for the sales tracking of auto insurance customers, and has not contacted the sales tracking of life insurance customers, so the agent is familiar with different customer types. There is a big difference. The sales efficiency and sales success rate of the customer types that you are familiar with must be far greater than the sales efficiency and sales success rate of the customer types that you are not familiar with. Therefore, in order to improve the effectiveness of the final output of the customer information, in the embodiment of the present application, the customer type familiar to the agent is automatically identified, and the finally obtained customer information is the customer information actually needed by the agent to enhance The resulting customer information matches the agent's level and improves the effectiveness of the exported customer information.

Among them, the sales record includes information such as the sales date of the agent's sales, the success of the sale, the customer for each sale, and the corresponding insurance information. The specific value of the preset time needs to be set by the technician according to actual needs. In the embodiment of the present application, it is preferably set to one year.

S1012: Perform customer quantity statistics on the customer type corresponding to the sales record, and use the top N customer types with the largest number of customers as the customer type corresponding to the user, where N is a positive integer.

It can be seen from the related description of the third embodiment of the present application that the customer type can be divided into the customer by the insurance information of the customer, for example, the customer type can be divided according to the insurance type in the insurance information. In S1012, the customer corresponding to the sales record read in the preset time is divided into customer types, and the quantity statistics are performed for each customer type. For example, the number of automobile insurances sold by the agent A is calculated within a preset time period. 100, while the number of life insurance is 0. After obtaining the quantity corresponding to each customer type, the customer number of the top N in the largest number is set as the customer type corresponding to the agent. For example, when N is 1, for the agent A, the auto insurance customer is the corresponding customer type. Among them, the specific value of N needs to be set by the technician according to the actual situation.

As a preferred embodiment of the present application, since different insurance companies have different employee function system settings, some insurance companies set up special sales departments for different customer types, such as setting up a special automobile insurance department for automobile insurance. At this time, automobile insurance Agents in the department will only be responsible for the sale of auto insurance. For such a company, in the embodiment of the present application, the information of the agent department is identified according to the agent identification, and the customer type corresponding to the agent is determined according to the department information.

In the embodiment of the present application, the type of the customer responsible for the agent is accurately identified by the information such as the sales record of the agent who is queried by the agent identification, thereby ensuring that the customer type of the finally obtained customer information belongs to the actual needs of the agent. It enhances the final matching of customer information and agent, and improves the effectiveness of exported customer information.

As a specific implementation manner of S104, as Embodiment 5 of the present application, the method includes:

S1041. Identify a attribution place corresponding to each customer information included in the second customer information.

It can be seen from the above description of S104 that in order to make the output of the third customer information more suitable for the familiarity of the agent to different areas, the second customer information needs to be attributed to the home screening.

In the embodiment of the present application, first, the obtained second customer information is identified by attribution of each customer information, and the customer's telephone number and the customer's ID number are included in the second customer information. The attribution information corresponding to the customer information is obtained. Therefore, in S1041, the telephone number of the customer in the customer information or the ID number of the customer may be selected to complete the identification of the attribution place corresponding to each customer information.

S1042: Read a sales record of the user within a preset time, and calculate a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record.

The specific value of the preset time is determined by the technician according to the specific situation of each agent.

Among them, the calculation formula of the sales success rate of each prefecture-level administrative region is as follows:

P=S/R (1)

Among them, P is the sales success rate of the prefecture-level city, S is the total number of successful sales of the agent in the prefecture-level city, and R is the total number of customers of the agent in the prefecture-level city.

S1043: Calculate the sales scores of the users in each provincial administrative region according to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region.

The provincial administrative area contains n subordinate prefecture-level municipal administrative areas, and the preset weighting calculation formula is as follows:

Among them, F is the sales score of the agent in a certain provincial administrative region, P _k is the kth subordinate prefecture-level municipal administrative region corresponding to the provincial administrative region, and A _k is the kth subordinate prefecture-level municipal administrative region corresponding Weighting factor. The specific value of the weighting coefficient is predetermined and set by the technician. For example, the administrative areas of prefecture-level cities in Guangdong Province include Shenzhen, Guangzhou, and Dongguan, etc., that is, when calculating the sales scores of agents in Guangdong Province, it is necessary to first calculate the sales of subordinate Shenzhen, Guangzhou, and Dongguan. The success rate is calculated according to the formula of the above weighting calculation to calculate the sales score of Guangdong Province.

S1044: Export, in the second customer information, customer information of the top M provincial administrative regions whose attribution belongs to the highest sales score, as third customer information, where M is a positive integer.

After obtaining the sales scores of each provincial administrative region, you can know how the sales of the agents in each provincial administrative region. For the provincial administrative regions with high sales scores, it means that the agents are responsible for the provincial administration. The area is more familiar, with higher sales efficiency and success rate. At this time, from the second customer information, the customer information corresponding to the top M provincial administrative regions with the highest sales score is screened out, and the third customer information finally obtained is more suitable for the individuals who are familiar with the different regions in different regions. The situation is to improve the effectiveness of the final output of customer information, improve the sales efficiency of agents and increase the success rate of sales. The specific value of M is set by a technician. In the embodiment of the present application, M is preferably set to 2.

In the embodiment of the present application, by calculating the sales success rate of the administrative area of the prefecture-level city, and calculating the sales mode of the provincial administrative area according to the sales success rate, the provincial administrative area is screened to ensure the selected provinces. The administrative area is more suitable for the personal situation of the agent, and the second customer information is filtered through the selected provincial administrative area to obtain the third customer information that is ultimately needed, thereby ensuring the obtained third customer information. Effectiveness.

Corresponding to the method described in the foregoing embodiment, FIG. 6 is a structural block diagram of the customer information screening provided by the embodiment of the present application. For the convenience of description, only the parts related to the embodiment of the present application are shown. The customer information screening apparatus illustrated in FIG. 6 may be the execution subject of the customer information screening method provided in the foregoing first embodiment.

Referring to FIG. 6, the customer information screening apparatus includes:

The type determining module 61 is configured to: if the information acquisition instruction input by the user is received, read the user identifier of the user and the insurance status information included in the information acquisition instruction, and determine, according to the user identifier, the user corresponding Customer type.

The information extraction module 62 extracts, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information.

The blacklist querying module 63 is configured to query, from a preset blacklist library, a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and the first blacklist The list and the second blacklist merge to obtain a third blacklist.

The information culling module 64 is configured to remove customer information belonging to the third blacklist from the first customer information to obtain second customer information.

The information screening module 65 is configured to perform third-customer information obtained by performing home screening on the second customer information, and send the obtained third customer information to the user.

Further, the customer information screening device further includes:

The abnormal number identification module is configured to read the customer telephone number recorded in the customer information database at a preset frequency, and identify whether the customer telephone number is an abnormal number.

The blacklist library entry module is configured to: if the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library.

Further, the customer information screening device further includes:

The insurance information reading module is configured to read policy information included in the customer information of the customer information database, where the policy information includes an insurance type and a policy expiration time.

The first classification module is configured to perform customer type classification on the customer information according to the insurance type in the policy information, and obtain the customer information corresponding to each of the customer types.

The second classification module is configured to classify the customer information according to the policy expiration time in the policy information, and obtain the customer information corresponding to each of the insurance status information.

Further, the type determining module 61 includes:

The sales record reading sub-module is configured to read the sales record of the user within a preset time.

a customer type setting sub-module, configured to perform customer quantity statistics on the customer type corresponding to the sales record, and use the top N customer types with the largest number of customers as the customer type corresponding to the user, where N is a positive integer .

Further, the information screening module 65 includes:

The attribution identification sub-module is configured to identify a attribution location corresponding to each customer information included in the second customer information.

The success rate calculation sub-module is configured to read the sales record of the user within a preset time, and calculate a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record.

The score calculation sub-module is configured to calculate the sales score of the user in each provincial administrative region by weight according to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region.

An information output sub-module, configured to output, in the second customer information, the customer information that belongs to the top M provincial administrative regions with the highest sales score as the third customer information, where M is a positive integer.

For the process of implementing the functions of the modules in the customer information screening apparatus provided by the embodiment of the present application, refer to the description of the first embodiment shown in FIG. 1 , and details are not described herein again.

It should be understood that the size of the sequence of the steps in the above embodiments does not mean that the order of execution is performed. The order of execution of each process should be determined by its function and internal logic, and should not be construed as limiting the implementation process of the embodiments of the present application. It should also be understood that although the terms "first", "second", and the like are used in the text to describe various elements in the embodiments of the present application, these elements should not be limited by these terms. These terms are only used to distinguish one element from another.

FIG. 7 is a schematic diagram of a customer information screening electronic device according to an embodiment of the present application. As shown in FIG. 7, the customer information screening electronic device 7 of this embodiment includes a processor 70, a memory 71 in which computer readable instructions 72 executable on the processor 70 are stored. When the processor 70 executes the computer readable instructions 72, the steps in the foregoing embodiments of the customer information screening method are implemented, such as steps 101 to 104 shown in FIG. Alternatively, the processor 70, when executing the computer readable instructions 72, implements the functions of the various modules/units in the various apparatus embodiments described above, such as the functions of the modules 61-65 shown in FIG.

The customer information screening electronic device 7 may be a computing device such as a desktop computer, a notebook, a palmtop computer, and a cloud server. The customer information screening electronic device may include, but is not limited to, a processor 70, a memory 71. It will be understood by those skilled in the art that FIG. 7 is only an example of the customer information screening electronic device 7, and does not constitute a limitation of the customer information screening electronic device 7, and may include more or less components than the illustration, or a combination of certain Components, or different components, such as the customer information screening electronic device, may also include input and output devices, network access devices, buses, and the like.

The memory 71 is at least one type of computer readable storage medium, such as a hard disk or memory of the customer information screening electronic device 7. The memory 71 may also be an external storage device of the customer information screening electronic device 7, for example, the plug-in hard disk equipped on the customer information screening electronic device 7, a smart memory card (SMC), and a secure digital number. (Secure Digital, SD) card, flash card, etc. Further, the memory 71 may also include both the internal storage unit of the customer information screening electronic device 7 and an external storage device. The memory 71 is configured to store the computer readable instructions and other programs and data required by the customer information to filter electronic devices. The memory 71 can also be used to temporarily store data that has been output or is about to be output.

It will be clearly understood by those skilled in the art that, for convenience and brevity of description, only the division of each functional unit and module described above is exemplified. In practical applications, the above functions may be assigned to different functional units according to needs. The module is completed by dividing the internal structure of the device into different functional units or modules to perform all or part of the functions described above. Each functional unit and module in the embodiment may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit, and the integrated unit may be implemented by hardware. Formal implementation can also be implemented in the form of software functional units. In addition, the specific names of the respective functional units and modules are only for the purpose of facilitating mutual differentiation, and are not intended to limit the scope of protection of the present application. For the specific working process of the unit and the module in the foregoing system, reference may be made to the corresponding process in the foregoing method embodiment, and details are not described herein again.

The integrated modules/units, if implemented in the form of software functional units and sold or used as separate products, may be stored in a computer readable storage medium. Based on such understanding, the present application implements all or part of the processes in the foregoing embodiments, and may also be implemented by computer readable instructions, which may be stored in a computer readable storage medium. The computer readable instructions, when executed by a processor, may implement the steps of the various method embodiments described above. Wherein, the computer readable instructions comprise computer readable instruction code, which may be in the form of source code, an object code form, an executable file or some intermediate form or the like. The computer readable medium can include any entity or device capable of carrying the computer readable instruction code, a recording medium, a USB flash drive, a removable hard drive, a magnetic disk, an optical disk, a computer memory, a read only memory (ROM, Read-Only) Memory), random access memory (RAM), electrical carrier signals, telecommunications signals, and software distribution media. It should be noted that the content contained in the computer readable medium may be appropriately increased or decreased according to the requirements of legislation and patent practice in a jurisdiction, for example, in some jurisdictions, according to legislation and patent practice, computer readable media Does not include electrical carrier signals and telecommunication signals.

The above-mentioned embodiments are only used to explain the technical solutions of the present application, and are not limited thereto; although the present application has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that they can still implement the foregoing embodiments. The technical solutions described in the examples are modified or equivalently replaced with some of the technical features; and the modifications or substitutions do not deviate from the spirit and scope of the technical solutions of the embodiments of the present application, and should be included in Within the scope of protection of this application.

Claims (20)

A method for screening customer information, comprising: Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier; Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information; The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist; Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information; And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user. The customer information screening method according to claim 1, wherein before receiving the information acquisition instruction input by the user, the method further includes: Reading the customer phone number recorded in the customer information database at a preset frequency, and identifying whether the customer phone number is an abnormal number; If the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library. The client information screening method according to claim 1, wherein, before receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, Also includes: Reading the policy information included in the customer information of the customer information database, the policy information including the insurance type and the policy expiration time; And classifying the customer information according to the insurance type in the policy information, and obtaining the customer information corresponding to each of the customer types; According to the policy expiration time in the policy information, the customer information is classified into the insurance status, and the customer information corresponding to each of the insurance status information is obtained. The customer information screening method according to claim 1, wherein the determining the customer type corresponding to the user according to the user identifier comprises: Reading the sales record of the user within a preset time; The customer quantity is counted for the customer type corresponding to the sales record, and the first N types of customers having the largest number of customers are used as the customer type corresponding to the user, where N is a positive integer. The method for screening customer information according to claim 1, wherein the third customer information obtained by performing homepage screening on the second customer information comprises: Identifying a attribution place corresponding to each customer information included in the second customer information; Reading a sales record of the user within a preset time, and calculating a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record; According to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region, the sales scores of the users in each provincial administrative region are calculated by weighting; In the second customer information, the customer information belonging to the top M provincial administrative regions with the highest sales score is output as the third customer information, where M is a positive integer. A customer information screening device, comprising: a type determining module, configured to: read a user identifier input by the user, read a user identifier of the user, and an insurance status information included in the information acquisition instruction, and determine, according to the user identifier, a corresponding information of the user Customer type; The information extraction module extracts, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information; a blacklist querying module, configured to query, from a preset blacklist library, a first blacklist corresponding to the client type and a second blacklist corresponding to the insured state information, and the first blacklist And the second blacklist is merged to obtain a third blacklist; An information culling module, configured to remove customer information belonging to the third blacklist from the first customer information, to obtain second customer information; The information filtering module is configured to perform third-customer information obtained by performing home screening on the second customer information, and send the obtained third customer information to the user. The customer information screening apparatus according to claim 6, wherein the customer information screening apparatus further comprises: An abnormal number identification module, configured to read a customer phone number recorded in the customer information database at a preset frequency, and identify whether the customer phone number is an abnormal number; The blacklist library entry module is configured to: if the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library. The customer information screening apparatus according to claim 6, wherein the customer information screening apparatus further comprises: An insurance information reading module, configured to read policy information included in customer information of the customer information database, where the policy information includes an insurance type and a policy expiration time; a first classification module, configured to classify the customer information according to the insurance type in the policy information, and obtain the customer information corresponding to each of the customer types; The second classification module is configured to classify the customer information according to the policy expiration time in the policy information, and obtain the customer information corresponding to each of the insurance status information. The customer information screening apparatus according to claim 6, wherein the type determining module comprises: a sales record reading submodule for reading a sales record of the user within a preset time; a customer type setting sub-module, configured to perform customer quantity statistics on the customer type corresponding to the sales record, and use the top N customer types with the largest number of customers as the customer type corresponding to the user, where N is a positive integer . The customer information screening apparatus according to claim 6, wherein the information screening module comprises: a home identification sub-module, configured to identify a attribution location corresponding to each customer information included in the second customer information; a success rate calculation sub-module, configured to read a sales record of the user in a preset time, and calculate a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record; a score calculation sub-module, configured to calculate a sales score of the user in each provincial administrative region by weight according to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region; An information output sub-module, configured to output, in the second customer information, the customer information that belongs to the top M provincial administrative regions with the highest sales score as the third customer information, where M is a positive integer. A customer information screening electronic device, wherein the customer information screening processing electronic device comprises a memory, a processor, and the computer stores computer readable instructions executable on the processor, the processor The following steps are implemented when the computer readable instructions are executed: Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier; Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information; The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist; Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information; And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user. The customer information screening electronic device according to claim 11, wherein before receiving the information acquisition instruction input by the user, the following steps are further implemented: Reading the customer phone number recorded in the customer information database at a preset frequency, and identifying whether the customer phone number is an abnormal number; If the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library. The customer information screening electronic device according to claim 11, wherein, when receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction ,Also includes: Reading the policy information included in the customer information of the customer information database, the policy information including the insurance type and the policy expiration time; And classifying the customer information according to the insurance type in the policy information, and obtaining the customer information corresponding to each of the customer types; According to the policy expiration time in the policy information, the customer information is classified into the insurance status, and the customer information corresponding to each of the insurance status information is obtained. The customer information screening electronic device according to claim 11, wherein the determining the customer type corresponding to the user according to the user identifier comprises: Reading the sales record of the user within a preset time; The customer quantity is counted for the customer type corresponding to the sales record, and the top N customer types with the largest number of customers are used as the customer type corresponding to the user, where N is a positive integer. The customer information screening electronic device according to claim 11, wherein the third customer information obtained by performing the attribution screening on the second customer information comprises: Identifying a attribution place corresponding to each customer information included in the second customer information; Reading a sales record of the user within a preset time, and calculating a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record; According to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region, the sales scores of the users in each provincial administrative region are calculated by weighting; In the second customer information, the customer information belonging to the top M provincial administrative regions with the highest sales score is output as the third customer information, where M is a positive integer. A computer readable storage medium storing computer readable instructions, wherein the computer readable instructions, when executed by at least one processor, implement the following steps: Receiving the information acquisition instruction input by the user, reading the user identifier of the user and the insurance status information included in the information acquisition instruction, and determining the customer type corresponding to the user according to the user identifier; Extracting, from the customer information database, first customer information that simultaneously satisfies the customer type and the insurance status information; The first blacklist corresponding to the customer type and the second blacklist corresponding to the insured state information are queried from the preset blacklist, and the first blacklist and the second blacklist are Merging to get a third blacklist; Deleting customer information belonging to the third blacklist from the first customer information to obtain second customer information; And third-customer information obtained by attribution screening the second customer information, and sending the obtained third customer information to the user. The computer readable storage medium according to claim 16, wherein before receiving the information acquisition instruction input by the user, the method further comprises: Reading the customer phone number recorded in the customer information database at a preset frequency, and identifying whether the customer phone number is an abnormal number; If the customer phone number is identified as an abnormal number, the customer information corresponding to the customer phone number is entered into the blacklist library. The computer readable storage medium according to claim 16, wherein, when receiving the information acquisition instruction input by the user, reading the user identification of the user and the insurance status information included in the information acquisition instruction ,Also includes: Reading the policy information included in the customer information of the customer information database, the policy information including the insurance type and the policy expiration time; And classifying the customer information according to the insurance type in the policy information, and obtaining the customer information corresponding to each of the customer types; According to the policy expiration time in the policy information, the customer information is classified into the insurance status, and the customer information corresponding to each of the insurance status information is obtained. The computer readable storage medium according to claim 16, wherein the determining the client type corresponding to the user according to the user identifier comprises: Reading the sales record of the user within a preset time; The customer quantity is counted for the customer type corresponding to the sales record, and the top N customer types with the largest number of customers are used as the customer type corresponding to the user, where N is a positive integer. The computer readable storage medium according to claim 16, wherein the third customer information obtained by the home screening of the second customer information comprises: Identifying a attribution place corresponding to each customer information included in the second customer information; Reading a sales record of the user within a preset time, and calculating a sales success rate of the user in each prefecture-level administrative area according to the attribution place and the sales record; According to the sales success rate corresponding to each of the prefecture-level administrative regions included in the provincial administrative region, the sales scores of the users in each provincial administrative region are calculated by weighting; In the second customer information, the customer information belonging to the top M provincial administrative regions with the highest sales score is output as the third customer information, where M is a positive integer.

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