I. Parameter Configuration Module: Resolving Disorganized Data Management
1. Activity Type Management: Supports query, add, edit, delete, and enable/disable of activity types. Tree-structured hierarchy standardizes classification; parent-child status linkage avoids invalid activities interfering with operations.
2. Department Management: Enables full lifecycle management of department information (query, add, edit, delete, status). Tree-structured linkages clarify responsibility by associating departments with activities.
3. Cost Type Management: Standardizes creation and maintenance of cost types. In-use types cannot be modified, ensuring consistency in activity cost accounting.
4. Activity Reward Type Management: Centralized control of activity reward rules. Supports query, add, edit, and status management of reward types, providing a standardized foundation for reward details configuration.
II. Activity & Customer Segment Management Module: Resolving Coarse-Grained Control
1. Activity Management: Provides end-to-end management (create, edit, delete, export to Excel). Standardized entry of key details (timeframe, reward rules, department ownership) ensures traceability.
2. Customer Group & Segment Management: Supports creation, edit, and deletion of target or rewarded customer groups. Rule-based segmentation enables precise targeting. Customer segments can be linked to activities, defining extraction frequency and data timeframe for dynamic updates and precision marketing.
3. Activity Evaluation Management: Integrates activity data with customer feedback. Supports evaluation request creation, edit, and work order generation. Segmentation logic analysis helps assess campaign effectiveness and guide marketing optimization.
III. Work Order Management Module: Resolving Inefficient Processing & Tracking
1. Activity/Evaluation Work Orders: Standardized work order creation, with fields such as customer segment, segmentation rules, and execution time. Supports query, view, edit, download, version tracking, and cancellation requests, ensuring full transparency.
2. Comprehensive Work Order Search: Unified query across all activity and evaluation work orders, enabling quick retrieval by name, time, or type.
3. Work Order Cancellation Management: Centralized cancellation requests, with approval workflows (approve/reject) and tracked status. Clear documentation of reasons and accountability.
IV. Points Management Module: Resolving Disorganized Points Data Processing
1. Points Information Query: Integrates segmentation-based and general points data. Supports query by type, name, and creation date; allows viewing of details (card number, adjustment, business type), downloading result files, and tracking logs. Ensures full traceability.
2. Points Interface Process: Standardized pipeline from work order creation and data extraction to file generation and log recording. Automated integration with external systems (e.g., 3S) prevents data errors or omissions.
V. Refined Logic Management Module: Resolving Low Segmentation Efficiency
1. Segmentation Definition for Activity/Evaluation Work Orders: Supports creation, edit, and approval of segmentation rules (SQL script, data source selection). Explicitly defines PI fields to ensure business logic compliance.
2. Execution & Results Management: Enables manual or scheduled execution of segmentations (general, activity, evaluation). Configurable execution times, deletion of temporary tables, and export aligned with field mapping rules.
3. Comprehensive Segmentation Query: Centralized management of all segmentation data. Supports fuzzy search, edit, delete, and view functions to improve reusability and efficiency.
VI. Approval Management Module: Resolving Fragmented Cross-Department Processes
1. Dual-Level Approval: Research Dept. handles first-level review (business rationality check); Technology Dept. handles second-level review (technical feasibility check). Approval statuses (pending, approved/rejected at each stage) update in real time.
2. Data Table Definition Approval: All changes to data table structures (fields, primary indexes, PI fields) require approval, ensuring compliance with business and data security standards.
VII. Batch Configuration Module: Resolving Execution Inefficiency & Dependency Confusion
1. Unified Batch Scheduling: Head-task trigger and tail-task validation enforce dependency logic (e.g., segmentation before activity). Automated scheduling ensures correct sequence, with parallel execution supported to enhance efficiency.
2. Execution Monitoring & Adjustment: Real-time task monitoring ensures incomplete tasks wait before triggering subsequent processes. Manual adjustment of execution time and cycle supported to adapt to urgent business needs.
