CN116828432A - Business card exchange and product matching method, device, computer equipment and storage medium based on mobile device NFC - Google Patents

Abstract

This application relates to a method, device, computer equipment and storage medium for exchanging business cards of financial practitioners and matching customer financial products based on mobile device NFC. The method realizes convenient business card exchange between financial practitioners by storing business card information, financial product information and customer information in the NFC tags of mobile devices, and initiating information transmission and exchange when the NFC tags of two mobile devices are close to each other. The system also includes a customer-product matching method, which can calculate the matching degree of customer information and financial product information based on preset matching rules, and recommend financial products that best suit customer needs. This method is used to simplify the business card exchange process and improve the efficiency of information exchange.

Description

Business card exchange and product matching method, device and computer based on mobile device NFC Equipment and storage media

Technical field

The invention relates to mobile communication equipment technology, near field communication technology, information storage technology, data matching technology, financial information processing technology, security protection technology and other technical fields, and in particular to a business card exchange and product matching method based on mobile device NFC, Devices, computer equipment and storage media.

Background technique

In the field of mobile device technology, there are already hardware platforms and operating systems based on mobile devices such as smartphones and tablets, as well as mobile application development technologies that utilize these hardware.

In the field of near field communication technology, there are already NFC chips, NFC tags, NFC readers and other products used in mobile devices, as well as NFC communication protocols and data transmission technology.

Various database management systems, data encoding, storage, parsing and interactive display technologies already exist in the field of data processing technology.

Different communication protocols and data transmission interface technologies already exist in the field of network communication technology.

In the field of security protection technology, there are already various technical means to protect user information security such as data encryption and user authentication.

Customer information management and financial product information management technologies already exist in the field of financial information processing technology.

Methods for designing user interfaces for mobile device applications already exist in the field of user interface technology.

However, the existing technology has not yet disclosed a method that organically combines these technologies to enable financial practitioners to exchange business cards and recommend smart financial products through mobile device NFC, which can improve the efficiency of information exchange.

Contents of the invention

A business card exchange system for financial practitioners based on mobile device NFC, which is characterized by including: an NFC chip set on the mobile device, used to establish an NFC connection and start the exchange of business card information when two mobile devices are close to each other.

The system according to claim 1, further comprising: a storage module for storing business card information of financial practitioners; a reading module for reading the stored business card information; and a display module for displaying the business card information on the receiving side. Display the read business card information on the mobile device.

The system according to claim 1, further comprising: a storage module for storing financial product information; a reading module for reading the stored financial product information; and a display module for moving the device on the receiving side. Displays the read financial product information.

The system according to claim 1, further comprising: a storage module for storing customer information; and a reading module for reading the stored customer information.

The system according to claim 1, further comprising: a matching module configured to perform information matching based on stored financial product information and customer information.

The system according to claim 1, further comprising: a recommendation module for recommending financial products based on the matching results.

The system according to claim 1, further comprising: a display module for setting a user interface.

The system according to claim 1, characterized in that encryption, access control and other means are used to securely protect information.

Description of the drawings

Figure 1 is an overall architecture diagram of the present invention, including the relationship and interaction between mobile devices, NFC chips, databases, servers and other components;

Figure 2 is a flow chart showing the process of business card exchange between users through the NFC chip of the mobile device, while showing the physical contact between the two devices and indicating the direction of data transmission;

Figure 3 is a storage schematic diagram, showing the storage method of business card information, financial product information and customer information in the device in the present invention, including the storage structure on the NFC tag or mobile device, and the data storage mode in the database or cloud server;

Figure 4 is a schematic diagram of the intelligent matching method, showing the matching process between financial product information and customer information, including the principles and processes of the matching algorithm, and how to match customer needs with suitable financial products.

Implementation

Please refer to Figures 1 to 4. The implementation of the present invention is as follows:

Mobile device module, used to determine supported mobile device types;

NFC communication module, used to achieve short-range wireless communication between mobile devices;

Information storage module, used to store various types of information;

Information transmission module, used to carry and transmit information during NFC communication;

Information analysis module, used to analyze the encoded information obtained by the receiving end;

Information display module, used to display information on the receiving end device application interface;

Data matching module, used to match stored customer and financial product information;

Recommendation module, used to recommend financial products based on matching results;

User interactive interface module, used to display information and user interactive operations;

Security protection module, used to securely protect information transmission and storage.

The information storage module supports local or cloud storage; the information transmission module adopts standard or customized data exchange formats; the security protection module adopts encryption, access control and other means.

The data matching module performs information preprocessing, feature selection, similarity calculation, and designs matching algorithms; the recommendation module designs recommendation strategies and algorithms based on the matching results; the user interaction interface module performs usability design and iterative optimization.

This system realizes business card exchange and intelligent financial product recommendation among financial practitioners through the collection, encoding, storage, transmission, analysis, display, matching, recommendation and other processes of various types of information.

In one embodiment, a computer device is provided. As shown in Figure 1, the computer device is a server and includes a memory and a processor. A computer program is stored in the memory. When the processor executes the computer program, it implements the above-mentioned financial product matching. Steps in method embodiments.

Although embodiments of the invention have been shown and described, it will be understood by those of ordinary skill in the art that these embodiments may be modified without departing from the principles and spirit of the invention. Various changes, modifications, substitutions and variations are possible, the scope of the invention being defined by the appended claims and their equivalents.

Claims (10)

1. The financial practitioner business card exchange method based on the NFC of the mobile equipment is characterized by comprising the following steps of: (1) Storing business card information, financial product information and customer information of a financial practitioner in an NFC tag of the mobile device; (2) Triggering to establish NFC connection and starting information transmission when NFC tags of two mobile devices are close; (3) The NFC tag of the source equipment transmits the stored business card information, the stored financial product information and the stored customer information to the target equipment; (4) The target device receives the transmitted information items and parses and displays the information items in the mobile application.

2. The method of claim 1, wherein business card information includes name, job position, contact, etc.; the financial product information includes product name, type, interest rate, etc.; customer information includes customer name, contact details, investment preferences, etc.

3. The method of claim 1, wherein in step (3), the transmission of the information is encoded and transmitted using NFC Data Exchange Format (NDEF) or a custom data transmission protocol.

4. The method of claim 1, wherein in step (1), the information is stored in a database or file system local to the mobile device.

5. The method of claim 1, wherein in step (4), the target device decodes, parses, and locally stores the received information for subsequent use.

6. The method of claim 1, wherein the business card information, the financial product information, and the customer information are secured during transmission and storage using encryption techniques.

7. A mobile device NFC business card exchange system based on the method of claims 1-6.

8. The system of claim 7, further comprising a back-end server for storing and managing financial product information and customer information and for synchronizing data with the mobile device in real time.

9. The system of claim 7, wherein the system further has a function of intelligently matching financial product information according to customer information and recommending a suitable financial product.

10. The system of claim 9, wherein the system comprises a customer-product matching algorithm that calculates a degree of matching of customer information with financial product information according to a preset matching rule, and recommends a financial product having a highest degree of matching.