CN-121981671-A - Marketing service collaborative management method and system based on virtual organization

CN121981671ACN 121981671 ACN121981671 ACN 121981671ACN-121981671-A

Abstract

The invention discloses a business collaborative management method and a business collaborative management system based on virtual organization, wherein the method constructs a virtual organization tree taking financial category, commodity category or business line as dimension, and establishes ternary relation data among virtual organization nodes, marketing personnel and commodity management authority range, based on the ternary relation data, the system can respond to downstream requests, locate commodity responsible persons through authority check algorithm or generate approval links through dynamic routing algorithm, and meanwhile, the original performance data is aggregated into structural performance index data according to personnel dimension according to the ternary relation data, and when personnel responsibility is changed, node binding relation is updated to enable all algorithms to be linked to take effect. According to the invention, the automatic coordination of authority verification, approval circulation and performance accounting is realized through the unified data model, the problems of complex maintenance and system weakness caused by the splitting of the organization model and the business rule are solved, and the efficiency of the acquisition and marketing business management is remarkably improved.

Inventors

HUANG YUQING
Xiao Zongrui
CHEN JIAHUI
ZHANG YONG
CAO WEI

Assignees

福建朴朴信息技术有限公司

Dates

Publication Date: 20260505
Application Date: 20251224

Claims (10)

1. A marketing service collaborative management method based on virtual organization is characterized by comprising the following steps: Receiving entity organization architecture data from an enterprise manpower system, and constructing a virtual organization tree based on a marketing service dimension, wherein the virtual organization tree comprises virtual organization nodes taking financial categories, commodity categories or service lines as dimensions, and unique identifiers are given to each virtual organization node; Binding the virtual organization node with a sales person, configuring a virtual post corresponding to the virtual organization node and a commodity management authority range, and generating node-person-commodity ternary relation data; Responding to a right verification request initiated by a downstream service system, wherein the right verification request contains target commodity information, executing a right back check algorithm based on the ternary relation data, and positioning and returning a sales acquiring person in charge of the target commodity information; responding to an approver acquisition request initiated by an approval system, wherein the approver acquisition request comprises business context information, positioning a target node in the virtual organization tree according to commodity or financial category parameters in the business context information, and generating an approval link and a specific approver through a dynamic routing algorithm based on virtual post information configured on the target node; Collecting original performance data associated with commodity or financial categories from a service data source, executing a data aggregation algorithm according to the ternary relationship data, and collecting the original performance data according to personnel dimensions to generate structured performance index data; when the change of the responsibilities of the sales personnel is detected, the node binding relation of the sales personnel in the virtual organization tree is updated, and a synchronization mechanism is triggered, so that the authority inverse checking algorithm, the dynamic routing algorithm and the data aggregation algorithm are automatically effective based on the updated ternary relation data.
2. The virtual organization-based collaborative management method according to claim 1, wherein receiving entity organization architecture data from an enterprise human system and constructing a virtual organization tree based on a marketing business dimension comprises: receiving an entity organization change event from an enterprise human system, wherein the entity organization change event comprises an organization new addition, an update, a combination, a split or transfer operation and associated data thereof; Converting the entity organization change event into a virtual organization tree maintenance instruction according to a preset mapping rule, wherein the preset mapping rule defines the corresponding relation between an entity organization unit and a marketing service dimension; executing the virtual organization tree maintenance instruction, creating or updating virtual organization nodes taking financial categories, commodity categories or service lines as main dimensions in a virtual organization platform, and generating a globally unique node identifier for each newly created virtual organization node; And establishing and persisting a mapping relation record of the virtual organization node, the source entity organization unit and the service dimension to form a metadata foundation of the virtual organization tree, wherein the metadata foundation is used for supporting subsequent change tracing and data synchronization consistency verification.
3. The method for collaborative management of sales operations based on virtual organization according to claim 1, wherein binding the virtual organization nodes with sales personnel, configuring virtual posts and commodity management authority ranges corresponding to the virtual organization nodes, generating node-personnel-commodity ternary relationship data, comprises: Receiving a binding instruction and configuration parameters aiming at a target virtual organization node, wherein the configuration parameters comprise a sales person identifier to be bound, a virtual post role distributed for the virtual organization node and a commodity range definition manageable by the virtual organization node; according to the binding instruction, establishing an association relationship between the target virtual organization node and the sales collection personnel identifier in a data model of the virtual organization tree; Generating a corresponding authority policy expression for the target virtual organization node according to commodity range definition in the configuration parameters, wherein the authority policy expression is used for describing a management boundary of the virtual organization node in commodity, financial category or store dimension; And carrying out logical association and persistence storage on the association relationship, the virtual post role information and the authority policy expression to jointly form a data unit of the node-personnel-commodity ternary relationship data.
4. The virtual organization-based sales transaction collaborative management method according to claim 1, wherein performing a rights back check algorithm based on the ternary relationship data locates and returns sales personnel responsible for the target commodity information, comprising: Analyzing target commodity information in the permission verification request, and extracting key attributes for matching, wherein the key attributes comprise financial category codes, commodity category codes or store codes; Executing multi-dimensional matching inquiry in the ternary relation data by taking the key attribute as an input condition, wherein the multi-dimensional matching inquiry screens candidate virtual organization nodes with management ranges covering the target commodity information through traversing authority policy expressions of the nodes; Determining a final target node from the screened candidate virtual organization nodes according to preset conflict judging rules, wherein the conflict judging rules comprise but are not limited to accurate matching priority and finest granularity node priority; And extracting the sales personnel identification bound with the final target node according to the association relation stored in the ternary relation data, and returning the sales personnel identification as a permission verification result to a downstream service system initiating the request.
5. The virtual organization-based marketing business collaborative management method according to claim 4, wherein determining a final target node from the screened candidate virtual organization nodes according to a preset conflict resolution rule comprises: Acquiring the candidate virtual organization nodes and reading authority policy expressions corresponding to each candidate virtual organization node, wherein the authority policy expressions define the management range boundaries of the nodes in financial categories, commodity categories and store dimensions; performing matching degree calculation on authority policy expressions of each candidate virtual organization node and key attributes of the target commodity information to generate matching degree scores, wherein the matching degree scores are used for quantifying the coverage accuracy degree of the node management range and the target commodity information; applying conflict arbitration rules according to a preset arbitration priority order, wherein the arbitration priority order designates that when the matching degree scores are the same, an accurate matching rule is preferentially adopted, and then a node rule with the finest granularity is adopted; and selecting a unique candidate virtual organization node from the candidate virtual organization nodes as a final target node responsible for the target commodity information according to the result after the conflict resolution rule is applied, and outputting an identifier of the final target node.
6. The method for collaborative management of a sales transaction based on a virtual organization of claim 1, wherein locating a target node in the virtual organization tree according to commodity or financial category parameters in the transaction context information and generating an approval link and a specific approver by a dynamic routing algorithm based on virtual post information configured on the target node comprises: analyzing the business context information, and extracting commodity identification or financial category codes for node positioning as query keys; executing node positioning query in the virtual organization tree by taking the query key as input, wherein the node positioning query determines a virtual organization node most relevant to the service context information by matching service dimension attributes or authority policy expressions of the virtual organization node, and marks the virtual organization node as an initial target node; obtaining a virtual post sequence pre-configured for a current approval scene on the initial target node, wherein the virtual post sequence defines a role sequence required by an approval process; Inquiring sales staff bound with the initial target node and matched with the roles in the ternary relation data aiming at each virtual post in the virtual post sequence; If the current node has no matching person, searching upwards step by step along the father node path of the virtual organization tree according to a preset backtracking rule until a binding person is found for the current virtual post or a backtracking termination condition is reached, and obtaining a backtracking searching result; and orderly arranging the sales collectors determined according to the virtual post sequences and the backtracking query results, generating a complete approval link and a specific approval person list, and returning to the approval system.
7. The collaborative management method for marketing services based on virtual organization according to claim 6, wherein if the current node has no matching personnel, the method queries up step by step along the parent node path of the virtual organization tree according to a preset backtracking rule until a binding personnel is found for the current virtual post or a backtracking termination condition is reached, and obtains a backtracking query result, comprising: triggering a backtracking inquiry flow when no binding personnel matched with the current virtual post is inquired on the initial target node; according to the node hierarchical relationship stored in the virtual organization tree, a direct father node of the initial target node is obtained and used as a current backtracking node; inquiring a sales person bound with the current backtracking node and having a role matched with the current virtual post in the ternary relation data; if the inquiry is successful, the inquired sales person is taken as an approver of the current virtual post, and the retrospective inquiry of the current virtual post is terminated; if the query fails, updating the direct father node of the current backtracking node into a new current backtracking node, and repeating the step of executing the personnel query; And when the backtracking query reaches the root node of the virtual organization tree and no matching person is found, or reaches a preset maximum backtracking level, judging that the backtracking termination condition is reached, and generating a backtracking query result according to a preset default processing strategy.
8. The virtual organization-based sales transaction collaborative management method according to claim 1, wherein collecting raw performance data associated with a commodity or financial category from a transaction data source, performing a data aggregation algorithm based on the ternary relationship data, aggregating the raw performance data in a personnel dimension, generating structured performance index data, comprising: Triggering and collecting original performance data streams from specified business data sources, wherein each record in the original performance data streams is at least associated with one commodity identification or financial category code and at least one performance numerical index; The commodity identification or the financial category code in the original performance data stream is used as an associated key, reverse mapping inquiry is executed in the ternary relation data, one or more responsible virtual organization nodes to which each original performance record belongs are determined, and sales collection personnel identifications bound with the nodes are further acquired; According to a preset performance index calculation rule and a collection logic, performing an aggregation operation on numerical indexes in a plurality of original performance records belonging to the same sales person mark, wherein the aggregation operation comprises summation, averaging, counting or weighting calculation; and combining the result of the aggregation operation with corresponding sales person identification, responsibility range description and performance cycle information to generate a structured performance index data record taking personnel as dimensions, and outputting the structured performance index data record to a performance assessment system or a data billboard.
9. The virtual organization-based sales transaction collaborative management method according to claim 8, wherein performing a reverse mapping query in the ternary relationship data with commodity identifications or financial category codes in the raw performance data stream as association keys, determining one or more responsible virtual organization nodes to which each raw performance record belongs, and further obtaining sales person identifications bound to the nodes, comprises: aiming at each performance record in the original performance data stream, taking the associated key contained in the performance record as a current query key for the current query; Comparing the current query key with authority policy expressions corresponding to the virtual organization nodes recorded in the ternary relation data one by one to obtain a comparison result; identifying virtual organization nodes of which the management scope defined by the authority policy expression can cover the current query key according to the comparison result, and marking the virtual organization nodes as responsible virtual organization nodes of the current performance record; And acquiring sales personnel identification associated with each responsible virtual organization node according to the binding relation between the virtual organization node and personnel stored in the ternary relation data.
10. A sales transaction collaborative management system based on virtual organization, adapted to the method of any one of claims 1 to 9, the system comprising: The virtual organization construction module is used for receiving entity organization architecture data from the enterprise manpower system, constructing a virtual organization tree based on the marketing service dimension, wherein the virtual organization tree comprises virtual organization nodes taking financial categories, commodity categories or service lines as dimensions, and endowing each virtual organization node with a unique identifier; the relation configuration and storage module is used for binding the virtual organization node with sales personnel, configuring a virtual post and commodity management authority range corresponding to the virtual organization node, and generating ternary relation data of the storage node, personnel and commodity; The right service module is used for responding to a right verification request initiated by a downstream service system, wherein the right verification request contains target commodity information, and executing a right inverse checking algorithm based on the ternary relationship data to locate and return sales personnel responsible for the target commodity information; The approval route service module is used for responding to an approval person acquisition request initiated by an approval system, wherein the approval person acquisition request comprises business context information, positioning a target node in the virtual organization tree according to commodity or financial category parameters in the business context information, and generating an approval link and a specific approval person through a dynamic routing algorithm based on virtual post information configured on the target node; The performance data aggregation module is used for collecting original performance data associated with commodity or financial category from a service data source, executing a data aggregation algorithm according to the ternary relationship data, and collecting the original performance data according to personnel dimension to generate structured performance index data; And the change synchronization and validation module is used for updating the node binding relation of the acquisition personnel in the virtual organization tree when the change of the responsibilities of the acquisition personnel is detected, and triggering a synchronization mechanism to enable the authority service module, the approval routing service module and the performance data aggregation module to automatically validate based on the updated ternary relation data.

Description

Marketing service collaborative management method and system based on virtual organization Technical Field The invention relates to the technical field of enterprise informatization management, in particular to a method and a system for collaborative management of acquisition and marketing business based on virtual organization. Background In the field of enterprise operation management, the marketing business is used as a core link for connecting a supply chain and a sales terminal, and the cooperative efficiency directly influences the operation cost and the market response speed of an enterprise. The traditional management mode depends on an entity organization architecture defined by an enterprise manpower system, the architecture takes an administrative management boundary as a core, focuses on static management functions such as personnel programming, budget control and the like, and has a relatively stable structure. Along with the improvement of the service refinement degree, the actual responsibilities of the sales personnel often need to be divided according to dynamic service dimensions such as financial categories, commodity categories, service lines and the like, and the natural granularity mismatch problem exists between the dimensions and fixed entity departments. To address this challenge, solutions have emerged in the prior art that introduce the concept of virtual organization, allowing flexible management units to be built outside of the physical architecture, according to project or temporary tasks, to assist in personnel lookup and simple rights allocation. However, such prior art solutions have fundamental limitations in addressing the deep cooperative demands of such longitudinal service chains. The construction of the virtual organization is often independent of the service data flow and the flow rule of the core, so that the virtual organization is in a splitting state with the downstream key service systems such as authority control, approval flow, performance accounting and the like. The grant and reclamation of rights, the determination of approval nodes, and the collection of performance data still rely on a large number of cross-system manual configurations and data handling. When the service range is adjusted or the personnel responsibility is changed, the maintenance mode of the split type with manual operation as the main mode is low in efficiency, systematic risks such as inconsistent data caliber and flow interruption are more easily caused, and the requirements of quick iteration and fine operation of the service are difficult to support. How to construct an integrated management frame which can be deeply integrated into a service scene and realize automatic linkage of an organization model, service rules and data, so that the agility and reliability of the marketing service cooperation are systematically improved, and the technical problem to be solved in the field is urgent. Disclosure of Invention In view of the above, the present invention aims to provide a method and a system for collaborative management of a marketing service based on a virtual organization, which are capable of implementing automatic linkage and unified management of core service scenarios such as authority, approval, performance, etc. by constructing a virtual organization tree deeply bound with service dimensions and forming node-person-commodity ternary relation data, and solving the problems of low maintenance efficiency and system weakness caused by splitting of an organization model and service rules in collaborative marketing service. In order to achieve the technical object, in a first aspect, the present application provides a method for collaborative management of a marketing service based on a virtual organization, including: receiving entity organization architecture data from an enterprise manpower system, constructing a virtual organization tree based on a marketing service dimension, wherein the virtual organization tree comprises virtual organization nodes taking financial categories, commodity categories or service lines as dimensions, and endowing each virtual organization node with a unique identifier; Binding the virtual organization node with a sales person, configuring a virtual post and a commodity management authority range corresponding to the virtual organization node, and generating node-person-commodity ternary relation data; Responding to a permission verification request initiated by a downstream service system, wherein the permission verification request contains target commodity information, executing a permission back check algorithm based on ternary relation data, and positioning and returning a sales acquiring person in charge of the target commodity information; responding to an approver acquisition request initiated by an approval system, wherein the approver acquisition request comprises business context information, positioning a target node in a virtual organ