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1. (WO2019062192) SALESPERSON BEHAVIOR RISK SCREENING MANAGEMENT METHOD, APPLICATION SERVER AND COMPUTER-READABLE STORAGE MEDIUM
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Pub. No.: WO/2019/062192 International Application No.: PCT/CN2018/089886
Publication Date: 04.04.2019 International Filing Date: 05.06.2018
IPC:
G06Q 10/06 (2012.01) ,G06Q 40/08 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10
Administration; Management
06
Resources, workflows, human or project management, e.g. organising, planning, scheduling or allocating time, human or machine resources; Enterprise planning; Organisational models
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
08
Insurance, e.g. risk analysis or pensions
Applicants:
平安科技(深圳)有限公司 PING AN TECHNOLOGY (SHENZHEN) CO., LTD. [CN/CN]; 中国广东省深圳市 福田区八卦岭八卦三路平安大厦六楼 6F, Ping An Building, Bagua 3rd Road, Bagualing, Futian District Shenzhen, Guangdong 518000, CN
Inventors:
李佳 LI, Jia; CN
袁浩 YUAN, Hao; CN
Agent:
深圳市沃德知识产权代理事务所(普通合伙) SHENZHEN WORLD INTELLECTUAL PROPERTY AGENCY (GENERAL PARTNERSHIP); 中国广东省深圳市 福田区园岭街道八卦四路10号中浩大厦1528-1530室于志光 Yu, Zhiguang Room 1528-1530, Zhonghao Building, No.10 of Bagua Fourth Road, Yuanling Street, Futian District Shenzhen, Guangdong 518000, CN
Priority Data:
201710916188.830.09.2017CN
Title (EN) SALESPERSON BEHAVIOR RISK SCREENING MANAGEMENT METHOD, APPLICATION SERVER AND COMPUTER-READABLE STORAGE MEDIUM
(FR) PROCÉDÉ DE GESTION DE DÉPISTAGE DE RISQUE DE COMPORTEMENT DE VENDEUR, SERVEUR D'APPLICATION ET SUPPORT DE STOCKAGE LISIBLE PAR ORDINATEUR
(ZH) 业务员行为风险甄别管理方法、应用服务器及计算机可读存储介质
Abstract:
(EN) A salesperson behavior risk screening management method, the method comprising: dividing behavior risk points of salespeople (S401); collecting behavior data of the salespeople (S402); carrying out risk assessment for the salespeople on the basis of the behavior data so as to obtain comprehensive risk assessment scores (S403); setting a risk score threshold, and adding salespeople whose scores are above the risk score threshold to a grey list (S404); sending the grey list to a manager, and obtaining a processing result (S405); if it is determined that a salesperson has exhibited illegal behavior, adding the salesperson to a black list and submitting the same to a supervising authority so as to obtain an approval opinion of the supervising authority with regard to the salesperson in the black list (S406); and processing the salesperson in a related system according to the approval opinion (S407). With the described salesperson behavior risk screening management method, risky salespeople may be promptly recognized and processed, so that diffusion is prevented and company losses are reduced.
(FR) L'invention concerne un procédé de gestion de dépistage de risque de comportement de vendeur, le procédé consistant à : diviser des points de risque de comportement de vendeurs (S401) ; recueillir des données de comportement des vendeurs (S402) ; effectuer une évaluation de risque pour les vendeurs en fonction des données de comportement de façon à obtenir des scores d'évaluation de risque complets (S403) ; définir un seuil de score de risque, et ajouter les vendeurs dont les scores sont supérieurs au seuil de score de risque à une liste grise (S404) ; envoyer la liste grise à un responsable, et obtenir un résultat de traitement (S405) ; s'il est déterminé qu'un vendeur a fait preuve d'un comportement illégal, ajouter le vendeur à une liste noire et soumettre celui-ci à une autorité de supervision pour obtenir une opinion d'approbation de l'autorité de supervision à propos du vendeur dans la liste noire (S406) ; et traiter le vendeur dans un système associé selon l'opinion d'approbation (S407). Avec le procédé de gestion de dépistage de risque de comportement de vendeur de l'invention, des vendeurs à risque peuvent être reconnus et traités rapidement, de façon à éviter la diffusion et à réduire les pertes de l'entreprise.
(ZH) 一种业务员行为风险甄别管理方法,所述方法包括:划分业务员的行为风险点(S401);收集所述业务员的行为数据(S402);基于所述行为数据,对所述业务员进行风险评估,以得到综合风险评估分数(S403);设置风险分数阈值,将高于所述风险分数阈值的业务员列入灰名单(S404);将所述灰名单发送至管理人员,并获取处理结果(S405);若判断所述业务员存在违规行为,将所述业务员列入黑名单并提交至上级机构,以得到上级机构对所述黑名单内人员的审批意见(S406);根据所述审批意见,在相关系统中对所述业务员进行处理(S407)。上述业务员行为风险甄别管理方法,可以及时识别风险业务员并进行处理、防止扩散、降低公司损失。
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: Chinese (ZH)
Filing Language: Chinese (ZH)