CN116071171A - Order distribution method, device, equipment and storage medium - Google Patents

Abstract

The invention relates to the field of financial management and discloses an order distribution method, an order distribution device, order distribution equipment and a storage medium. The method is applied to an order management platform and comprises the following steps: acquiring at least one tax source configuration record, displaying at least one tax source configuration record on a tax source information page of the order management platform, responding to touch operation on the tax source information page, configuring the tax source configuration record based on the touch operation, generating order distribution screening conditions, acquiring order data to be distributed, and performing tax source distribution management on the order data based on the order distribution screening conditions. The method obtains more comprehensive and complete order screening conditions through adjustment of channel institutions, flexibly configures order allocation for each business, and effectively improves efficiency and quality of financial and tax departments in tax administration, analysis and decision-making.

Description

Order distribution method, device, equipment and storage medium

technical field

The present invention relates to the field of financial management, in particular to an order distribution method, device, equipment and storage medium.

Background technique

Nowadays, when conducting financial management, the most important thing is to allocate the generated orders. The existing order allocation is based on the routing module of the Jindou Cloud platform, and the allocation management is carried out through the mode of rule formulation and strategy combination, but the order allocation is not flexible enough And the distribution rules are too dependent on the routing rules, which leads to the disadvantages of re-development due to changes in the routing rules. In order to facilitate order distribution to flexibly adapt to business needs, and also to facilitate business operation of the distribution rules of orders, this application adjusts the channel organization , to obtain more comprehensive and complete order screening conditions, realize the flexible configuration of order allocation for each business, and effectively improve the efficiency and quality of tax governance, analysis and decision-making of finance and taxation departments.

Contents of the invention

The main purpose of the present invention is to solve the technical problems that the existing order allocation method needs to be redeveloped due to the change of routing rules and the order priority screening conditions are complicated.

The first aspect of the present invention provides an order distribution method applied to an order management platform, comprising: obtaining at least one tax source location configuration record, and displaying at least one tax source location configuration record on the tax source location information of the order management platform page, wherein the configuration record of the tax source area includes the basic information of the tax source area, company business management, account information of the tax source area, and the payment bank of the tax source area; in response to the touch operation on the tax source area information page, based on the touch operation Configuring the tax source location configuration records to generate order allocation filter conditions; obtaining order data to be allocated, and performing tax source area allocation management on the order data based on the order allocation filter conditions.

Optionally, in the first implementation manner of the first aspect of the present invention, at least one tax source configuration record is obtained, and at least one tax source configuration record is displayed on the tax source information page of the order management platform , including: select a channel organization on the order management platform to enter the channel organization page; select tax source location information on the channel organization page to enter the tax source location information page to obtain the tax source location configuration record; set the tax source location configuration record according to the creation time Displayed on the tax origin information page of the order management platform.

Optionally, in the second implementation manner of the first aspect of the present invention, the response is directed to the touch operation on the tax source location information page, and based on the touch operation, the tax source location configuration record is configured to generate The filter conditions for order allocation include: obtaining the touch operation on the tax origin information page, and determining the type of the touch operation according to the effective area of the touch operation, wherein the type of the touch operation includes new Add and edit; configure the tax source area information page based on the type of touch operation to obtain the configured tax source area information; generate an order according to the configured tax source area information and the preset tax source area activation status Assign filter criteria.

Optionally, in the third implementation manner of the first aspect of the present invention, the corresponding configuration is performed on the tax source location information page based on the type of the touch operation, and the configured tax source location information is obtained, including: If the type of the touch operation is to add, then enter the new tax source location configuration record page, and obtain the tax source location configuration record template; based on the tax source location configuration record template, fill in the configuration information of the newly added tax source location into the The corresponding position in the tax source location configuration record template is used to obtain the configuration record of the newly added tax source location; the configuration record of the newly added tax source location is saved to obtain the configured tax source location information.

Optionally, in the fourth implementation manner of the first aspect of the present invention, the corresponding configuration of the tax source location information page is performed based on the type of the touch operation, and the configured tax source location information is obtained, which further includes : If the type of the touch operation is editing, enter the tax source area configuration record page to be edited; obtain the function configuration item of the touch operation in the tax source area configuration record page to be edited, and enter the corresponding Make corresponding configuration adjustments on the page; get the configured tax source information based on the configuration adjustments.

Optionally, in the fifth implementation manner of the first aspect of the present invention, the acquisition of the action configuration item of the touch operation in the tax source location configuration record page to be edited, and entering the corresponding page for corresponding Configuration adjustment, including: if the function configuration item of the touch operation in the tax source location configuration record page to be edited is company business management, then confirm the business and business company subject in the company business management page, and then renew Add channel organization and tax source company subject name, and make corresponding configuration adjustments; if the function configuration item of the touch operation in the tax source configuration record page to be edited is tax source account information, then the tax source account information The limit conditions on the page are adjusted accordingly, wherein the limit conditions include the monthly limit of the tax source area, the single monthly limit of the tax source area, and the single transaction limit of the tax source area; if the configuration record of the tax source area to be edited If the function configuration item of the touch operation on the page is the paying bank in the tax source, then determine the payment account in the tax source, and make corresponding configuration adjustments based on the proportion of peer-to-peer transfers and inter-bank transfers in the tax source.

Optionally, in the sixth implementation manner of the first aspect of the present invention, the acquisition of the order data to be allocated, and the allocation management of tax sources for the order data based on the order allocation filter conditions include: Filtering by the order allocation screening conditions to obtain the tax source areas that meet the order allocation screening conditions, and obtain the order proportion of the tax source areas based on the configuration information of each tax source area, wherein the order proportion is the tax source area of each payment The percentage of account orders in the total order volume of the tax source area; based on the order ratio, the tax source areas are sorted according to the order proportion, and the orders to be allocated are allocated to the tax source area with the highest order proportion to realize order allocation manage.

The second aspect of the present invention provides an order allocation device, including: a configuration module, configured to acquire at least one tax source configuration record, and display at least one tax source configuration record on the tax source information page of the order management platform , wherein, the tax source location configuration record includes tax source location basic information, company business management, tax source location account information, and tax source location payout bank; the screening module is used to respond to the touch operation on the tax source location information page, based on the The touch operation configures the configuration record of the tax source area to generate order allocation filter conditions; the allocation module is used to obtain the order data to be allocated, and allocate the tax source area to the order data based on the order allocation filter conditions manage.

Optionally, in the first implementation manner of the second aspect of the present invention, the configuration module includes:

The selection unit is used to select the channel organization in the order management platform and enter the channel organization page;

An acquisition unit, configured to select tax source location information on the channel institution page to enter the tax source location information page, and obtain tax source location configuration records;

The display unit is configured to display the configuration record of the tax source location on the tax source location information page of the order management platform according to the creation time.

Optionally, in the second implementation manner of the second aspect of the present invention, the screening module includes:

A type determining unit, configured to obtain touch operations on the tax source information page, and determine the type of the touch operation according to the area of action of the touch operation, wherein the type of the touch operation includes adding and edit;

A type configuration unit, configured to configure the tax source area information page based on the type of the touch operation to obtain the configured tax source area information;

A generating unit, configured to generate order allocation filter conditions according to the configured tax source location information and preset tax source location enabling status.

Optionally, in a third implementation manner of the second aspect of the present invention, the type configuration unit includes:

Enter the acquiring subunit, for if the type of the touch operation is to add, enter the new page of adding tax source configuration records, and obtain the tax source configuration record template;

Filling in a subunit, used to fill in the configuration information of the newly added tax source location into the corresponding position in the tax source location configuration record template based on the tax source location configuration record template, so as to obtain the configuration record of the newly added tax source location;

The saving subunit is configured to save the configuration record of the newly added tax source area, and obtain the configured tax source area information.

Optionally, in the fourth implementation manner of the second aspect of the present invention, the type configuration unit further includes:

Enter the acquiring subunit, for if the type of the touch operation is editing, then enter the tax source location configuration record page to be edited;

The adjustment subunit is used to obtain the function configuration item of the touch operation in the tax source location configuration record page to be edited, and enter the corresponding page for corresponding configuration adjustment;

The saving subunit is used to obtain the configured tax source location information based on the configuration adjustment.

Optionally, in the fifth implementation manner of the second aspect of the present invention, the adjustment subunit is specifically configured to: if the action configuration item of the touch operation in the tax source location configuration record page to be edited is company business management, then confirm the business and business company entities in the company business management page, and then add the name of the channel organization and tax source company entity, and make corresponding configuration adjustments; if the tax source location configuration record page to be edited If the function configuration item of the touch operation of the tax source area is the account information of the tax source area, the corresponding configuration adjustments are made to the limit conditions in the account information page of the tax source area, wherein the limit conditions include the monthly limit of the tax source area, the single tax source area Individual monthly limit and single transaction limit of the tax source; if the function configuration item of the touch operation in the tax source configuration record page to be edited is the tax source bank, then determine the payment account of the tax source, And make corresponding configuration adjustments based on the proportion of peer-to-peer transfers and inter-bank transfers in the tax source.

Optionally, in a sixth implementation manner of the second aspect of the present invention, the allocation module includes:

A calculation unit, configured to perform screening based on the order allocation filter conditions, obtain tax source areas that meet the order allocation filter conditions, and obtain the order proportion of tax source areas based on the configuration information of each tax source area, wherein the order proportion It is the percentage of the orders of each payment account in the tax source area to the total order volume of the tax source area;

The sorting unit is configured to sort the tax sources according to the order proportion based on the order proportion, and allocate the orders to be allocated to the tax source with the highest order proportion, so as to realize order allocation management.

A third aspect of the present invention provides an order distribution device, the order distribution device includes a memory and at least one processor, instructions are stored in the memory; the at least one processor invokes the instructions in the memory , so that the order allocation device executes the various steps of the above order allocation method.

A fourth aspect of the present invention provides a computer-readable storage medium, where instructions are stored on the computer-readable storage medium, and when the instructions are executed by a processor, each step of the above-mentioned order allocation method is implemented.

In the technical solution provided by the present invention, through the adjustment of the channel organization, more comprehensive and complete order screening conditions are obtained, which realizes the flexible configuration of order allocation for each business, and effectively improves the efficiency of financial and taxation departments in tax governance, analysis and decision-making and quality.

Description of drawings

FIG. 1 is a schematic diagram of a first embodiment of an order allocation method provided by an embodiment of the present invention;

FIG. 2 is a schematic diagram of a second embodiment of the order allocation method provided by the embodiment of the present invention;

FIG. 3 is a schematic structural diagram of an order allocation device provided by an embodiment of the present invention;

Fig. 4 is another schematic structural view of the order allocation device provided by the embodiment of the present invention;

Fig. 5 is a schematic structural diagram of an order allocation device provided by an embodiment of the present invention.

Detailed ways

For the existing order allocation method, this application responds to the tax source information by obtaining at least one tax source configuration record and displaying at least one tax source configuration record on the tax source information page of the order management platform. Touch operations on the page, configure the tax source location configuration records based on the touch operations, generate order allocation filter conditions, obtain order data to be allocated, and perform tax source on the order data based on the order allocation filter conditions land allocation management. By adjusting the channel organization, this method obtains more comprehensive and complete order screening conditions, realizes the flexible configuration of order allocation for each business, and effectively improves the efficiency and quality of tax governance, analysis and decision-making of finance and taxation departments.

The terms "first", "second", "third", "fourth", etc. (if any) in the description and claims of the present invention and the above drawings are used to distinguish similar objects, and not necessarily Used to describe a specific sequence or sequence. It is to be understood that the terms so used are interchangeable under appropriate circumstances such that the embodiments described herein can be practiced in sequences other than those illustrated or described herein. Furthermore, the terms "comprising" or "having" and any variations thereof, are intended to cover a non-exclusive inclusion, for example, a process, method, device, product or device comprising a sequence of steps or elements is not necessarily limited to those explicitly listed instead, may include other steps or elements not explicitly listed or inherent to the process, method, product or apparatus.

For ease of understanding, the following describes the specific process of the embodiment of the present invention. Please refer to FIG. 1 for a schematic diagram of the first embodiment of the order allocation method provided by the embodiment of the present invention. The method specifically includes the following steps:

101. Obtain at least one tax source location configuration record, and display at least one tax source location configuration record on the tax source location information page of the order management platform.

Wherein, the configuration record of the tax source area includes the basic information of the tax source area, company business management, account information of the tax source area and the payment bank of the tax source area. The order distribution method provided by this application realizes the configuration of order distribution rules for each business through the management of tax source channel organizations, and is applicable to various financial order management platforms. Specifically, in the existing Jindouyun platform routing module, the rules are formulated Combined with the strategy mode, the original channel organization management-order account information entry is changed to the channel tax source location configuration information entry. The tax source location configuration information is divided into basic information configuration and tax source location account configuration. The basic information is related to the limit of the tax source location Information, the account information is the relevant information of the deposit and withdrawal account corresponding to the tax source.

In practical applications, there are channel organization settings in various financial order management platforms. Enter the channel organization page through the channel organization setting entry. On the channel organization page, click the corresponding area to enter the tax source information page. In the page , the tax source location configuration records are displayed according to the creation time by default. A tax source location configuration record is a piece of data, and each page displays 10 records by default. It can edit and modify the existing tax source location configuration records, and update the tax source location configuration records at all times to improve the accuracy of order allocation.

102. Responding to the touch operation on the tax source area information page, configure the tax source area configuration record based on the touch operation, and generate order allocation filter conditions.

Perform corresponding touch operations on the tax source area information page according to the information configuration of the tax source area. The operation is the configuration type for the configuration record of the tax source area. The configuration type includes adding and editing. The tax source location configuration record realizes the more accurate allocation of orders. The editing refers to the fact that the information in the existing tax source location configuration record does not match the actual tax source location data. It is necessary to modify and edit the tax source location configuration record so that the The information in the tax source location configuration record is synchronized with the actual tax source location data, and based on the adding and editing operations, the configured tax source location configuration record is obtained, and order allocation filter conditions are generated at the same time.

103. Obtain the order data to be allocated, and perform allocation management of the tax source for the order data based on the order allocation filter conditions.

In another achievable way, for the tax source information after configuration, you can select the company business management configuration on the tax source information page, and add the name of the channel organization and the tax source company entity in the company business management, according to the Determine the uniqueness of the tax source information configuration based on the above-mentioned channel organization, the subject name of the tax source company, and the preset business management configuration relationship, and obtain the verification result, and obtain the order distribution based on the verification result and the tax source information configuration filter criteria. Perform tax source enabling state configuration on the basic configuration information record of the user’s tax source, wherein the enabling state configuration of the tax source includes enabling and disabling, and based on the enabling state configuration of the tax source, configure the user’s tax source associated with the tax source The basic configuration information records are adjusted synchronously to realize the configuration of tax source information. Furthermore, obtain the composition factors of the preset business management configuration relationship, and establish a connection between the composition factors and the name of the channel organization and the tax source company to obtain a uniqueness check. Based on the uniqueness check Verify whether the information configuration of the tax source area is repeated. If it is repeated, re-select the tax source area. The information configuration of the tax source area fails. The location information configuration is passed, the verification result is obtained based on the above judgment result, and the order allocation filter conditions are obtained based on the verification result and the tax source location information configuration.

Through the adjustment of the channel organization, this solution obtains more comprehensive and complete order screening conditions, realizes the flexible allocation of orders for each business, and effectively improves the efficiency and quality of tax governance, analysis and decision-making of the financial and taxation departments

Please refer to Fig. 2 for a schematic diagram of the second embodiment of the order allocation method provided by the embodiment of the present invention. The method specifically includes the following steps:

201. Obtain at least one tax source location configuration record, and display the at least one tax source location configuration record on the tax source location information page of the order management platform.

Select the channel organization on the order management platform, enter the channel organization page, select the tax source location information on the channel organization page, enter the tax source location information page, obtain the tax source location configuration record, and display the tax source location configuration record in all On the tax source information page of the order management platform, the creation time of the record is the creation time of the basic information. If the tax source configuration record is edited, it will be displayed according to the update time, and the update time It refers to the update time of this record.

Initialize the display when entering the channel organization page, that is, on the channel organization page, click "Tax source location information" to enter the tax source location information page. By default, the basic configuration information of the user's tax source location is displayed according to the creation time. Click "Add" to add or Edit the tax source location information of the channel organization, modify the tax source location information, and simultaneously adjust the information associated with it. The tax source location configuration record also includes the enabled status of the tax source location. Specifically, if the enabled status is enabled, the tax source location Participate in order allocation; otherwise, do not participate in order allocation, and add a new tax source information. The enabled status of tax source is disabled by default and needs to be manually enabled.

In practical applications, the information page of the tax source area also includes: invoice category, click "Invoice Category", you can add invoicing category information for the tax source area; account information, click "Account Information", you can view and edit the tax source Local deposit and withdrawal account information. The basic information of the tax source location in the tax source location configuration record includes: the name of the tax source location company, which can be viewed and modified by clicking the tax source location company name, and can be verified by uploading the channel qualification file, that is, click the tax source location qualification file to upload, tax source location configuration The display order of the initial display of records is sorted according to the creation time of the tax source information configuration record, that is, the creation time of this record is the creation time of the basic information, and the tax source configuration is configured on the basis of considering the update time of the tax source configuration record. Improve and adjust the display of the record, that is, the update time of the record; you can also click to enter the second-level page of the invoice category and the tax source account page, where you can add and edit the tax source area invoicing category information and tax source account information.

202. Obtain a touch operation on the tax origin information page, and determine the type of the touch operation according to the area of action of the touch operation.

When obtaining the touch operation of the tax source information page, the user’s touch position on the page can be sensed by the sensing device, wherein the sensing device can be a gravity sensor or an optical sensor or a thermal sensor, if the If the position is too large or at the edge of multiple sub-page start areas, the position of the touch point can be calibrated. Specifically, the area of the touch device touched by the input tool (such as a finger or stylus) used by the user is used to calculate The center point is taken as an original touch point position, and then the original touch point position is used as a reference, and the position at a preset distance above it is used as a calibration touch point position, based on the position judgment of the touch point The position is located at the specific position of each section on the current page, and the position of the touch point has different effects on each section. There are two types of touch for the configuration record of the tax source: add and edit. Therefore, it can be determined which configuration type area the touch point is located in, so as to determine the type of the touch operation.

203. Based on the type of touch operation, perform corresponding configuration on the tax origin information page, and obtain the configured tax origin information.

Wherein, the type of the touch operation includes adding and editing.

If the type of the touch operation is to add, then enter the new tax source location configuration record page, and obtain the tax source location configuration record template; based on the tax source location configuration record template, fill in the configuration information of the newly added tax source location into the The corresponding position in the tax source location configuration record template is used to obtain the configuration record of the newly added tax source location; the configuration record of the newly added tax source location is saved to obtain the configured tax source location information.

If the type of the touch operation is editing, enter the tax source area configuration record page to be edited; obtain the function configuration item of the touch operation in the tax source area configuration record page to be edited, and enter the corresponding Make corresponding configuration adjustments on the page; obtain the configured tax source information based on the configuration adjustments.

If the function configuration item of the touch operation in the tax source location configuration record page to be edited is company business management, then confirm the business and business company entities in the company business management page, and then add channel organization and tax source The name of the entity of the local company, and make corresponding configuration adjustments. The company's business management configuration relationship is matched and bound in the dimensions of business, company, channel organization, and tax source. On the query result page and the new editing page, the configuration of channel organization and tax source is added. Specifically, on the query page, the channel organization and the company entity name of the tax source are added to the filter conditions. If the user selects a company, the drop-down option of the business name is the business list under the company. If the user selects a business, the drop-down option of the business entity company is A list of companies that own the business; on the query page, add channel organization and tax source company subject name fields on the query result page, business, company, channel organization, and tax source are one record; on the edit page, configure the business first, and then configure the business The main body of the company, the name of the main body of the channel organization and tax source, the configuration of channel rules and channels is lowered to the tax source, and supports different channel cost rates for the same business; uniqueness verification, through the establishment of business, company, and channel organization The four-dimensional verification clue is obtained for the association relationship with the tax source, and the uniqueness is verified through the four-dimensional verification clue. If the four dimensions are consistent, the system will prompt: configuration has been repeated, please re-select the tax source.

If the function configuration item of the touch operation in the tax source location configuration record page to be edited is the tax source location account information, then make corresponding configuration adjustments to the limit conditions in the tax source location account information page, wherein the limit The conditions include the monthly limit of the tax source, the single monthly limit of the tax source and the single transaction limit of the tax source. In practical applications, the limit condition is the filter condition when the tax source is assigned to the order. If the tax source has reached the monthly limit, or the user has obtained the single-person monthly limit of the tax source, or the order amount exceeds the single limit of the tax source, Then the order cannot be assigned to the tax source; the tax source commission account supports adding multiple accounts, the master account and sub-accounts are an account group, and an account group supports a master account and multiple sub-accounts, sub-accounts are optional , if there are master and sub-accounts at the same time, the sub-account is a deposit and withdrawal account; if there is a master account but no sub-accounts, the master account is a deposit and withdrawal account; the bank type is the type of bank account opening bank supported by the tax origin, and the bank type can be The bottom layer of the system is maintained. This field can be used as a filter condition, which is associated with the user's settlement method and the payment account rules of the channel organization's tax source. For example, if the user’s settlement method is the Bank of China wallet, it is necessary to select the tax source institutions with Bank of China accounts in the commission account to allocate orders and conduct public-to-private transfers; the status of the tax source location is enabled, and this field is displayed on the tax source location query page, and The enabled status supports manual operation, which can be enabled or disabled. If enabled, the tax source of the channel organization can participate in the distribution of online orders. If disabled, the tax source of the channel organization will not participate in the distribution of online orders; tax source location results query page, the account field only displays the main account information, including commission account information, channel cost account information, add a "View" button, click to view the tax source account configuration information.

If the function configuration item of the touch operation in the tax source location configuration record page to be edited is the payment bank of the tax source location, then determine the payment account of the tax source location, and based on the proportion of peer transfers in the tax source location and The proportion of inter-bank transfers will be adjusted accordingly. In practical applications, this module is used to set the payment account bank channel of the tax source region of the channel organization, match the payment account for the tax source region under the channel organization, and allocate the order distribution ratio to the payment account. On this page, the initialization display is shown as an entry page. By default, the payment configuration information of the tax source is displayed according to the creation time. Each page displays 10 records by default, and one tax source payment account information is counted as one; click "Add", You can add the payment configuration information of tax source area, and configure the order distribution percentage of each payment account for the tax source area under the channel organization. One channel proportion configuration rule supports adding multiple channel organizations, and one channel organization supports adding multiple tax source areas. It is allowed to add multiple payment accounts in one tax source area, and duplication is not allowed at the same level. The channel organization is the drop-down list of the channel organization configured in the channel organization configuration module. If the channel organization is selected, the tax source company drop-down list is under the channel organization configuration module. The list of tax sources configured by the channel organization, and the tax source payment account is the commission payment account information added in the single account configuration of the channel organization. Select the account-opening bank, and the system will automatically fill in the payment account of the tax source region corresponding to the account-opening bank; Order Proportion, the order proportion is the percentage of the orders of each payment account in the tax source region of the channel to the total order volume of the tax source region; delete, if the item The rule is referenced in the business routing rule, and deletion is not allowed. When the user clicks delete, the system prompts "This rule has been referenced in the routing rule, please delete the binding relationship first." If the user wants to delete this configuration, the user needs to Delete the rule referenced in the routing rule configuration, and then delete it.

204. Generate order allocation filter conditions according to the configured tax source location information and the enabled status of the preset tax source location.

In this embodiment, after configuring the information record of the tax source, add the enabled state of the tax source as the final order screening allocation condition, the enabled state of the tax source can be adjusted by switching the enabled state, and the disabled state does not participate in the tax source For order allocation, when adding tax source information, its enabled status is disabled by default. If you need to enable participation in order allocation, you need to enable it manually.

205. Perform screening based on the order allocation screening conditions to obtain tax source areas that meet the order allocation screening conditions, and obtain the order proportion of the tax source areas based on the configuration information of each tax source area.

Wherein, the proportion of orders is the percentage of the orders of each payment account in the tax source region to the total order volume of the tax source region. Select the account information of the tax source region on the tax source region information page, and determine the deposit and withdrawal account of the tax source region commission based on the number of account groups. Determine the type of bank account opening bank supported by the tax source according to the deposit and withdrawal account, and realize the establishment of order allocation filter conditions based on the bank account opening bank type and the preset tax source limit conditions. At the same time, obtain the proportion of peer-to-peer transfers and the proportion of inter-bank transfers, that is, the percentage of peer-to-peer transfer orders in the account payment orders of the channel institution's tax source account, and the percentage of inter-bank transfer orders in the account's payment orders, and based on Calculate the proportion of the orders in the tax source region by the proportion of the peer-to-peer transfer and the proportion of the inter-bank transfer. Specifically, select the payment bank channel setting in the tax source region on the channel institution page, and obtain the account of the peer-to-peer transfer orders in the tax source region The percentage of payment orders and the percentage of inter-bank transfer orders in the account's payment orders, based on the proportion of peer transfers and inter-bank transfers, the proportion of orders in the tax source area is obtained, wherein the order proportion is the tax source area of the channel The percentage of the orders of each payment account to the total order quantity of the tax source; and determine the order allocation ratio of the payment account of the tax source based on the order proportion.

206. Based on the proportion of orders, sort the tax sources according to the proportion of orders, and allocate the orders to be allocated to the tax sources with the highest proportion of orders, so as to realize order allocation management.

The order ratio is the percentage of the orders of each payment account in the channel tax source area to the total order volume of the tax source area. The order allocation is finally allocated according to the weight corresponding to the percentage. The higher the percentage, the higher the weight, and the higher the possibility of order allocation. The sum of the percentages can be greater than or less than 100%, without verification, and can participate in order allocation, and can also allocate orders to be allocated to the tax source with the highest percentage of orders to realize order allocation management.

In this solution, by displaying the tax source location configuration record on the tax source location information page of the order management platform, the tax source location configuration record is configured based on the touch operation on the tax source location information page, and order allocation filter conditions are generated. Remove the priority filter condition from the condition, add the filter of the activation status of the channel organization, and remove the priority in the query result, display the monthly limit of a single person, add the display of the activation status of the channel organization, and allocate the tax source to the order data to be allocated manage.

The order distribution method in the embodiment of the present invention has been described above, and the order distribution device of the embodiment of the present invention will be described in detail below from the perspective of modular functional entities. Please refer to FIG. 3, a structure of the order distribution device provided by the embodiment of the present invention Schematic, including:

The configuration module 301 is configured to obtain at least one tax source location configuration record, and display at least one tax source location configuration record on the tax source location information page of the order management platform, wherein the tax source location configuration record includes tax source location basic information , company business management, tax source account information and tax source bank;

The screening module 302 is configured to respond to the touch operation on the tax source area information page, configure the tax source area configuration record based on the touch operation, and generate order allocation filter conditions;

The allocation module 303 is configured to obtain order data to be allocated, and perform allocation management of tax sources for the order data based on the order allocation filter conditions.

Through the adjustment of the channel organization, this solution obtains more comprehensive and complete order screening conditions, realizes the flexible configuration of order allocation for each business, and effectively improves the efficiency and quality of tax governance, analysis and decision-making of finance and taxation departments.

Please refer to Fig. 4, another schematic structural view of the order distribution device provided by the embodiment of the present invention, including:

The configuration module 301 is configured to obtain at least one tax source location configuration record, and display at least one tax source location configuration record on the tax source location information page of the order management platform, wherein the tax source location configuration record includes tax source location basic information , company business management, tax source account information and tax source bank;

The screening module 302 is configured to respond to the touch operation on the tax source area information page, configure the tax source area configuration record based on the touch operation, and generate order allocation filter conditions;

The allocation module 303 is configured to obtain order data to be allocated, and perform allocation management of tax sources for the order data based on the order allocation filter conditions.

In this embodiment, the configuration module 301 includes:

The selection unit 3011 is used to select a channel organization in the order management platform and enter the channel organization page;

An acquisition unit 3012, configured to select tax source location information on the channel organization page to enter the tax source location information page, and obtain tax source location configuration records;

The display unit 3013 is configured to display the configuration record of the tax source location on the tax source location information page of the order management platform according to the creation time.

In this embodiment, the screening module 302 includes:

The type determining unit 3021 is configured to obtain a touch operation on the tax source information page, and determine the type of the touch operation according to the effective area of the touch operation, wherein the type of the touch operation includes a new add and edit;

A type configuration unit 3022, configured to configure the tax source location information page based on the type of the touch operation, and obtain the configured tax source location information;

The generating unit 3023 is configured to generate order allocation filter conditions according to the configured tax source location information and preset tax source location enabling status.

In this embodiment, the type configuration unit 3022 includes:

Enter the acquisition subunit 30221, for if the type of the touch operation is to add, enter the page for adding tax source location configuration records, and obtain the tax source location configuration record template;

The fill-in subunit 30222 is used to fill in the configuration information of the newly added tax source location into the corresponding position in the tax source location configuration record template based on the tax source location configuration record template, so as to obtain the configuration record of the newly added tax source location;

The saving subunit 30223 is configured to save the configuration record of the newly added tax source area, and obtain the configured tax source area information.

In this embodiment, the type configuration unit 3022 also includes:

Enter the acquisition subunit 3221, configured to enter the configuration record page of tax sources to be edited if the type of the touch operation is editing;

The adjustment subunit 30224 is used to obtain the function configuration item of the touch operation in the tax source location configuration record page to be edited, and enter the corresponding page for corresponding configuration adjustment;

The saving subunit 30223 is configured to obtain the configured tax source location information based on the configuration adjustment.

In this embodiment, the adjustment subunit 30224 is specifically used for:

If the function configuration item of the touch operation in the tax source location configuration record page to be edited is company business management, then confirm the business and business company entities in the company business management page, and then add channel organization and tax source The subject name of the local company, and make corresponding configuration adjustments; if the function configuration item of the touch operation in the tax source location configuration record page to be edited is the tax source location account information, then the limit condition in the tax source location account information page Make corresponding configuration adjustments, wherein, the limit conditions include the monthly limit of the tax source area, the single monthly limit of the tax source area and the single transaction limit of the tax source area; if the touch on the configuration record page of the tax source area to be edited If the action configuration item of the operation is the payment bank in the tax source area, then determine the payment account in the tax source area, and make corresponding configuration adjustments based on the proportion of peer-to-peer transfers and inter-bank transfers in the tax source area.

In this embodiment, the allocation module 303 includes:

The calculation unit 3031 is configured to perform screening based on the order allocation filter conditions to obtain the tax source areas that meet the order allocation filter conditions, and obtain the order proportion of the tax source areas based on the configuration information of each tax source area, wherein the order accounts for The ratio is the percentage of the orders of each payment account in the tax source area to the total order volume of the tax source area;

The sorting unit 3032 is configured to sort the tax sources according to the order proportion based on the order proportion, and allocate the orders to be allocated to the tax source with the highest order proportion, so as to realize order allocation management.

In this solution, by displaying the tax source location configuration record on the tax source location information page of the order management platform, the tax source location configuration record is configured based on the touch operation on the tax source location information page, and order allocation filter conditions are generated. Remove the priority filter condition from the condition, add the filter of the activation status of the channel organization, and remove the priority in the query result, display the monthly limit of a single person, add the display of the activation status of the channel organization, and allocate the tax source to the order data to be allocated Management, realizes the flexible allocation of orders for each business, and effectively improves the efficiency and quality of financial and taxation departments in taxation governance, analysis and decision-making.

Figures 3-4 above describe the order distribution device in the embodiment of the present invention in detail from the perspective of modular functional entities, and the order distribution device in the embodiment of the present invention is described in detail below from the perspective of hardware processing.

Fig. 5 is a schematic structural diagram of an order distribution device provided by an embodiment of the present invention. The order distribution device 500 may have relatively large differences due to different configurations or performances, and may include one or more central processing units (CPU) 510 (eg, one or more processors) and memory 520, and one or more storage media 530 (eg, one or more mass storage devices) for storing application programs 533 or data 532 . Wherein, the memory 520 and the storage medium 530 may be temporary storage or persistent storage. The program stored in the storage medium 530 may include one or more modules (not shown in the figure), and each module may include a series of instruction operations on the order distribution device 500 . Furthermore, the processor 510 may be configured to communicate with the storage medium 530, and execute a series of instruction operations in the storage medium 530 on the order allocation device 500, so as to implement the method provided by the above implementation.

The order distribution device 500 may also include one or more power supplies 540, one or more wired or wireless network interfaces 550, one or more input and output interfaces 560, and/or, one or more operating devices 531, such as Windows Server, Mac OS X, Unix, Linux, FreeBSD, etc. Those skilled in the art will understand that the structure of the order distribution equipment shown in Figure 5 does not constitute a limitation to the order distribution equipment provided by the present invention, and may include more or less components than those shown in the illustration, or combine certain components, or be different layout of the components.

The present invention also provides a computer-readable storage medium. The computer-readable storage medium may be a non-volatile computer-readable storage medium. The computer-readable storage medium may also be a volatile computer-readable storage medium. Instructions are stored in the computer-readable storage medium, and when the instructions are run on the computer, the computer is made to execute each step of the order allocation method provided by the above-mentioned embodiments.

Those skilled in the art can clearly understand that for the convenience and brevity of the description, the specific working process of the above-described equipment, device, and unit can refer to the corresponding process in the foregoing method embodiments, and details are not repeated here.

If the integrated unit is realized in the form of a software function unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on such an understanding, the essence of the technical solution of the present invention or the part that contributes to the prior art or all or part of the technical solution can be embodied in the form of a software product, and the computer software product is stored in a storage medium , including several instructions to make a computer device (which may be a personal computer, a server, or a network device, etc.) execute all or part of the steps of the method described in each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (read-only memory, ROM), random access memory (random access memory, RAM), magnetic disk or optical disc and other media that can store program codes. .

As mentioned above, the above embodiments are only used to illustrate the technical solutions of the present invention, rather than to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those of ordinary skill in the art should understand that: it can still understand the foregoing The technical solutions recorded in each embodiment are modified, or some of the technical features are replaced equivalently; and these modifications or replacements do not make the essence of the corresponding technical solutions deviate from the spirit and scope of the technical solutions of the various embodiments of the present invention.

Claims (10)

1. An order distribution method applied to an order management platform, which is characterized by comprising the following steps:

acquiring at least one tax source configuration record and displaying at least one tax source configuration record on a tax source information page of the order management platform, wherein the tax source configuration record comprises tax source foundation information, company service management, tax source account information and tax source land cash-out bank;

responding to the touch operation aiming at the tax source information page, configuring the tax source configuration record based on the touch operation, and generating order allocation screening conditions;

and acquiring order data to be distributed, and carrying out distribution management of tax sources on the order data based on the order distribution screening conditions.

2. The order distribution method as recited in claim 1 wherein said obtaining at least one tax sourcing configuration record and displaying at least one of said tax sourcing configuration records on a tax sourcing information page of said order management platform comprises:

selecting a channel mechanism in an order management platform, and entering a channel mechanism page;

selecting tax source information from the channel institution page to enter a tax source information page, and acquiring a tax source configuration record;

And displaying the tax source configuration record on a tax source information page of the order management platform according to the creation time.

3. The order allocation method of claim 1, wherein the responding to the touch operation on the tax sourcing information page configures the tax sourcing configuration record based on the touch operation, generates order allocation filter conditions, comprising:

acquiring touch operation aiming at the tax source information page, and determining the type of the touch operation according to an action area of the touch operation, wherein the type of the touch operation comprises newly added and edited;

correspondingly configuring the tax source information page based on the type of the touch operation to obtain configured tax source information;

generating order allocation screening conditions according to the configured tax source information and a preset tax source enabling state.

4. The order allocation method according to claim 3, wherein the configuring the tax sourcing information page correspondingly based on the type of the touch operation to obtain the configured tax sourcing information includes:

if the type of the touch operation is new, entering a tax source configuration record new page, and acquiring a tax source configuration record template;

Filling configuration information of the new tax source into a corresponding position in the tax source configuration record template based on the tax source configuration record template to obtain a configuration record of the new tax source;

and storing the configuration record of the new tax source to obtain the configured tax source information.

5. The order allocation method according to claim 4, wherein the configuring the tax sourcing information page correspondingly based on the type of the touch operation to obtain configured tax sourcing information further comprises:

if the type of the touch operation is editing, entering a tax source configuration record page to be edited;

acquiring an action configuration item of touch operation in the tax source configuration record page to be edited, and entering a corresponding page to perform corresponding configuration adjustment;

and adjusting the tax source information after configuration based on the configuration.

6. The order allocation method according to claim 5, wherein the obtaining the action configuration item of the touch operation in the tax source configuration record page to be edited and entering the corresponding page to perform the corresponding configuration adjustment comprises:

if the action configuration item of the touch operation in the tax source configuration record page to be edited is company business management, confirming business and business company main body in the company business management page, and adding channel organization and tax source company main body names to carry out corresponding configuration adjustment;

If the action configuration item of the touch operation in the tax source configuration record page to be edited is tax source account information, corresponding configuration adjustment is carried out on limit conditions in the tax source account information page, wherein the limit conditions comprise a tax source monthly limit, a single monthly limit of the tax source and a single tax of the tax source;

if the action configuration item of the touch operation in the tax source configuration record page to be edited is a tax source deposit bank, determining a deposit account of the tax source, and carrying out corresponding configuration adjustment based on the peer transfer duty ratio and the cross transfer duty ratio of the tax source.

7. The order allocation method according to any one of claims 1 to 6, wherein the acquiring order data to be allocated and performing allocation management of tax sources on the order data based on the order allocation filtering condition comprises:

screening is carried out based on the order allocation screening conditions to obtain tax sources meeting the order allocation screening conditions, and the order proportion of the tax sources is obtained based on configuration information of each tax source, wherein the order proportion is the percentage of each account order of each tax source to the total order quantity of the tax sources;

And ordering the tax sources according to the order proportion based on the order proportion, and distributing the order to be distributed to the tax source with the highest order proportion percentage to realize order distribution management.

8. An order distribution device, characterized in that the order distribution device comprises:

the configuration module is used for acquiring at least one tax source configuration record and displaying at least one tax source configuration record on a tax source information page of the order management platform, wherein the tax source configuration record comprises tax source foundation information, company service management, tax source account information and tax source payment banks;

the screening module is used for responding to the touch operation aiming at the tax source information page, configuring the tax source configuration record based on the touch operation and generating order allocation screening conditions;

and the allocation module is used for acquiring order data to be allocated and carrying out allocation management of tax sources on the order data based on the order allocation screening conditions.

9. An order distribution apparatus comprising a memory and at least one processor, the memory having instructions stored therein; the at least one processor invoking the instructions in the memory to cause the apparatus to perform the steps of the order allocation method of any of claims 1-7.

10. A computer readable storage medium having instructions stored thereon, which when executed by a processor, implement the steps of the order allocation method of any of claims 1-7.

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