CN-122022887-A - Automatic quotation system and method based on logistics business scene

CN122022887ACN 122022887 ACN122022887 ACN 122022887ACN-122022887-A

Abstract

The invention relates to the technical field, in particular to an automatic quotation system and method based on a logistics service scene, which aim to solve the problems of confusion, insufficient suitability and the like of traditional quotation data. The system comprises a data access layer, a rule engine layer, a quotation output layer, a data storage unit and an auxiliary support module, wherein various price inquiring requirements are acquired through multiple channels, a standardized data set is generated through AI feature extraction and verification, rates are matched according to a basic rate library priority strategy, dynamic adjustment is combined with floating rules, the lowest profit is ensured through cost profit accounting and calibration, a customer preference presentation format is adapted, and the multiple channels are pushed and the whole flow is tracked to form a feedback closed loop. The method includes the steps of demand standardization, rate matching, adjustment, profit checking, calibration and output. The method has the advantages of realizing efficient and standard quotation, accurate adaptation, guaranteeing the profit and customer experience, and realizing traceability of the whole process.

Inventors

LI XINGSHUN
ZHAI XIN
YU GUOHONG
YANG YUHUA
TAN XUEWEI

Assignees

中国天津外轮代理有限公司

Dates

Publication Date: 20260512
Application Date: 20260123

Claims (8)

1. An automatic quotation system based on a logistics business scenario, the system comprising: The data access layer is used for collecting customer logistics price inquiring requirements in multiple channels, preprocessing the price inquiring requirements, extracting AI features, checking data and carrying out standardized conversion, and outputting a standardized service feature data set; The rule engine layer is in communication connection with the data access layer and is used for receiving the standardized service characteristic data set, generating a basic rate list through multi-rate library priority matching, carrying out chained dynamic adjustment on the basic rate list based on a floating rule, completing cost profit accounting and quotation calibration by combining with a preset profit standard, and outputting final quotation data; The quotation output layer is in communication connection with the rule engine layer and is used for receiving the final quotation data, adapting the presentation format based on the preference of clients, pushing the final quotation data through multiple channels and tracking the state of the whole flow to form a feedback closed loop; the data storage unit is used for storing the multi-rate library, the floating rule library, the profit library, the client preference configuration library, the historical quotation data and the audit log data; The auxiliary supporting module comprises an audit log module and a client preference configuration library, wherein the audit log module is used for recording all-flow information generated by processing and quoting of each layer of data, and the client preference configuration library is used for storing client presentation format preferences and pushing channel preferences.
2. The automatic quotation system of the logistics service scene according to claim 1, wherein the data access layer adopts a distributed micro-service architecture and comprises a multi-channel access component, a data preprocessing component, an artificial intelligent feature extraction component, a data verification component and a data transmission component; The multi-channel access component is internally provided with a structured data interface, a semi-structured data interface and an unstructured data interface, wherein the structured data comprises a customer independent price report form, enterprise resource planning/transportation management system docking data and standardized electronic data exchange messages, the semi-structured data comprises a batch price inquiring list, standardized template mails and instant messaging standardized messages, and the unstructured data comprises natural language price inquiring mails, chat records, handwriting/scanning version consignment sheets and voice price inquiring messages; The artificial intelligent feature extraction component extracts basic features based on named entity recognition, extracts business features based on text classification and intention recognition, extracts constraint features based on relation extraction and knowledge graph extraction, and realizes feature standardized mapping through an industry standard code table; and the data verification component executes integrity verification and logic verification based on a preset logistics business rule base, and triggers manual rechecking after marking the high risk features.
3. The automated quotation system of claim 1 wherein the rules engine layer comprises a feature receiving component, a rate matching component, a floating rule adjustment component, a cost profit accounting component, a quotation calibration component, and a result output component; The rate matching component adopts a matching strategy of 'basic rate library priority, market quotation library supplementation and history business library bottom-of-pocket', and realizes the unique identification of each expense item through the unique identification of the expense, wherein the unique identification of the expense adopts a coding rule of 'business type-expense item type-region coding'; The cost profit accounting component splits various costs based on the cost construction proportion of profit margins, calculates estimated profits and profit margins, and the profit margins configure the lowest profit margin, target profit margin and cost construction proportion according to the grouping of 'business type + transportation mode + customer grade'; the quotation calibration component presets two types of calibration strategies, and automatically matches an adjustment mode according to the size of the profit gap, so that the final quotation is ensured to meet the minimum profit requirement.
4. The automated quotation system of claim 1 wherein said quotation output layer comprises a quotation data receiving verification component, a presentation format adaptation component, a multi-channel output component and a status tracking and feedback component; the quotation data receiving and checking component adopts a dual mode of active monitoring and passive receiving to receive quotation data, and ensures the reliability of the data through integrity check, consistency check, validity check and authority check; The presentation format adaptation component supports a detailed list format, a concise summarization format, a comparison analysis format and a customized format, and is automatically matched and adapted based on client preference and service types; the state tracking and feedback component establishes a four-level tracking system of push state-check state-download state-feedback state, and synchronously generates state alarm and data archiving.
5. The automated quotation system of a logistics business scenario of claim 1 wherein said multi-rate library in said data storage unit comprises a base rate library, a market quotation library, and a historical business library; The basic rate store stores the internal standard rate of the enterprise, and each record is associated with a unique identifier of the cost and comprises a cost item name, a standard amount, a unit, an application range and an effective period; The market quotation library collects real-time market rates through a crawler technology and a third party interface, is associated with a basic rate library through a unique fee identifier, and updates and stores market fluctuation coefficients and collection time stamps according to preset frequency; and the historical service library automatically synchronizes the historical service settlement data of the enterprise, stores the historical service settlement data in groups according to the unique identification of the fee, and periodically cleans abnormal settlement records.
6. The automatic quotation system of the logistics service scene according to claim 1, wherein the data transmission component of the data access layer adopts a message queue to realize asynchronous transmission, encrypts and transmits sensitive data through a preset encryption algorithm, and configures a data retransmission mechanism; the sensitive data comprises customer agreement price and high-cargo value cargo information, and the data retransmission mechanism automatically triggers retransmission when transmission is interrupted, so that data is ensured not to be lost.
7. The automatic quotation system of the logistics business scene according to claim 1, wherein an audit log module of the auxiliary support module records data access, rule processing, quotation generation and output operation information, data change record and abnormal processing conditions of the whole process, and supports business tracing; The client preference configuration stores the presentation format preference, push channel preference, contact information and authority configuration of the client, and provides basis for quotation presentation and push; The data storage unit is provided with a data backup mechanism, which comprises incremental backup and full backup, and ensures long-term safe storage of data.
8. An automatic quotation method based on a logistics service scene, which is used for the automatic quotation system of the logistics service scene according to any one of claims 1 to 7, and comprises the following steps: S1, demand collection and standardization, namely collecting customer logistics price inquiring demands through multiple channels, preprocessing the price inquiring demands, extracting artificial intelligent characteristics and checking data, and converting the price inquiring demands into a standardized service characteristic data set containing cargo attributes, transportation parameters, customer grades and aging requirements; S2, multi-rate library priority matching, namely calling a preset multi-rate library to match according to a priority order based on the standardized service characteristic data set to generate a basic rate list, wherein the multi-rate library comprises a basic rate library, a market quotation library and a historical service library, and the matching priority is that the basic rate library is a market quotation library; s3, rate floating adjustment, namely carrying out chained dynamic adjustment on each expense item in the basic rate list based on the aging requirement, the client grade and a preset floating rule base in the standardized service characteristic data set to generate adjusted rate data; S4, profit threshold pre-verification, namely calling a preset profit margin, completing cost estimation and profit calculation based on the adjusted rate data to obtain estimated profit margin, comparing the estimated profit margin with a preset minimum profit threshold in the profit margin, and executing a step S6 if the estimated profit margin is more than or equal to the minimum profit threshold; S5, quotation automatic calibration, namely automatically adjusting the rate data after adjustment based on a calibration strategy corresponding to the profit gap size matching until the estimated profit margin is more than or equal to the minimum profit threshold value, and generating calibrated rate data; and S6, quotation output, namely sorting the calibrated rate data or the adjusted rate data into standardized quotation information, adapting a presentation format based on customer preference and pushing through multiple channels, and simultaneously tracking the full flow state of quotation and archiving related data.

Description

Automatic quotation system and method based on logistics business scene Technical Field The invention relates to the technical field of logistics quotation, in particular to an automatic quotation system and method based on a logistics business scene. Background The technical field of logistics management and artificial intelligence comprises core contents such as intelligent characteristic extraction rate matching profit accounting quotation generation of logistics business data processing, the field focuses on quotation links in optimizing logistics service through technical means, the method is suitable for logistics quotation generation scenes of multiple business types such as booking, customs, transportation and storage, and the like. The technical matters of the automatic quotation system and the method are technical implementation schemes of a logistics quotation link, and comprise presentation pushing and full-flow data archiving of standardized processing business characteristics of multi-channel acquisition original data of customer price inquiry requirements, dynamic adjustment cost of priority matching rates of multi-source rates and calculation quotation calibration standardized quotation information of profits. The method generally comprises the steps of collecting structured semi-structured unstructured customer price inquiry data, extracting basic characteristic business characteristic constraint characteristics through technologies such as named entity recognition text classification relation extraction and the like to establish a basic rate library market price quotation library historical business library, adjusting rates according to rules such as priority matching rates and customer grade rewarding policy combination business according to time requirements, calculating profits based on preset profit standards, calibrating price matching detailed lists, concisely summarizing, comparing and analyzing and the like, pushing quotation data through channels such as a mail instant messaging customer self-service platform and the like, and archiving quotation full-flow related data according to unified rules. The method only covers the defects that the standard conversion and layering characteristic extraction mechanism rate matching of a system is not clear and priority setting is not available in a basic data acquisition and processing link, the adjustment logic loose profit accounting is not uniform and preset standard support quotation presentation and pushing are not fully combined, the problem that the data format is disordered and the rate adaptability is insufficient and the profit is not guaranteed in actual operation is easily caused in the fact that a customer preference full-flow state tracking and feedback mechanism is not in full-flow state is not fully combined, the customer experience is poor, and the quotation process is difficult to trace, for example, the calculation errors are easily caused in the fact that the quotation process is not standardized for different source data, so that the quotation accuracy is easily affected. Disclosure of Invention The invention aims to solve the defects in the prior art, and provides an automatic quotation system and method based on a logistics service scene. In order to achieve the purpose, the automatic quotation system based on the logistics service scene adopts the following technical scheme that the system comprises: The data access layer is used for collecting customer logistics price inquiring requirements in multiple channels, preprocessing the price inquiring requirements, extracting AI features, checking data and carrying out standardized conversion, and outputting a standardized service feature data set; The rule engine layer is in communication connection with the data access layer and is used for receiving the standardized service characteristic data set, generating a basic rate list through multi-rate library priority matching, carrying out chained dynamic adjustment on the basic rate list based on a floating rule, completing cost profit accounting and quotation calibration by combining with a preset profit standard, and outputting final quotation data; The quotation output layer is in communication connection with the rule engine layer and is used for receiving the final quotation data, adapting the presentation format based on the preference of clients, pushing the final quotation data through multiple channels and tracking the state of the whole flow to form a feedback closed loop; the data storage unit is used for storing the multi-rate library, the floating rule library, the profit library, the client preference configuration library, the historical quotation data and the audit log data; The auxiliary supporting module comprises an audit log module and a client preference configuration library, wherein the audit log module is used for recording all-flow information generated by processing and quoting of each layer of dat