Customer information management system and method

A technology of customer information and management system, applied in the direction of customer relationship, transmission system, data processing application, etc., can solve the problems of low management efficiency, high management cost, backward management method, etc., to increase security, improve efficiency, and facilitate The effect of the query

Active Publication Date: 2020-12-04
北京阿尔山金融科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0002] The traditional customer information management solution is a closed and centralized customer information storage and management. Customer information is stored inside the organization or organization, managed by the customer information management system, and related service interfaces are provided to internal and external systems. It is based on the past The customer information management method of the traditional local area network architecture and the corresponding information system architecture, this kind of customer information management method has not adapted to and lagged behind the development of the Internet architecture and the corresponding information system architecture of the current era, not only the update of customer information is not timely, but also the management Customer information also lacks authenticity, while management costs are relatively high, and management efficiency is low
[0003] Aiming at the above-mentioned traditional customer information management system's backward management method, high cost, and low management efficiency, no effective solution has been proposed yet.

Method used

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  • Customer information management system and method
  • Customer information management system and method
  • Customer information management system and method

Examples

Experimental program
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Effect test

Embodiment 1

[0029] An embodiment of the present invention provides a customer information management system, the customer information management system includes a main server, and a plurality of sub-servers communicated with the main server, each sub-server is set on a different network node, and a plurality of network nodes form a system the underlying chain;

[0030] like figure 1A schematic diagram of a system framework is shown, including a main server and multiple sub-servers, and communication between the main server and sub-servers, and between sub-servers can be performed through a ring interface layer.

[0031] During specific implementation, the sub-server is used to connect with the client terminal, receive the customer information input by the client through the client terminal, and save the customer information to the corresponding sub-database.

[0032] further, such as figure 2 A schematic structural diagram of a customer information management system shown, the main ser...

Embodiment 2

[0061] On the basis of the above embodiments, the embodiment of the present invention also provides a customer information management method, which is applied to the customer information management system described in the first embodiment above, such as Figure 4 A flow chart of a customer information management method is shown, the method includes the following steps:

[0062] Step S402, the sub-server is connected to the client terminal, receives the client information input by the client through the client terminal, and saves the client information to the corresponding sub-database;

[0063] Step S404, when the main server detects that any sub-server has received the client information, it extracts the client ID included in the client information, searches for the authorization information corresponding to the client ID; and searches for the sub-server ID authorized by the client according to the authorization information, and sends the client The information is synchronize...

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Abstract

The invention provides a client information management system and method and relates to the technical field of information management. The client information management system comprises a master server and a plurality of sub-servers in communication connection with the master server. The sub-servers are arranged at different network nodes respectively; and the plurality of network nodes form a bottom-layer loop chain of the system. Each sub-server is used for connecting with a client terminal, receiving client information input by a client through the client terminal and storing the client information into a corresponding sub-database. The master server comprises an information synchronization module, an information query module and an information update module. The client information management system and method enable the client information to be shared at different network nodes, thereby making it easier for clients to query, preventing the clients from inputting the client information repeatedly and frequently at different network nodes, and improving information management efficiency.

Description

technical field [0001] The invention relates to the technical field of information management, in particular to a customer information management system and method. Background technique [0002] The traditional customer information management solution is a closed and centralized customer information storage and management. Customer information is stored inside the organization or organization, managed by the customer information management system, and related service interfaces are provided to internal and external systems. It is based on the past The customer information management method of the traditional local area network architecture and the corresponding information system architecture, this kind of customer information management method has not adapted to and lagged behind the development of the Internet architecture and the corresponding information system architecture of the current era, not only the update of customer information is not timely, but also the managem...

Claims

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Application Information

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Patent Type & Authority Patents(China)
IPC IPC(8): G06Q30/00H04L29/06
CPCG06Q30/01G06Q30/018H04L63/101
Inventor 李平袁力李雷韩鹏徐海东
Owner 北京阿尔山金融科技有限公司
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