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WO2018036152A1 - Procédé de mise à jour d'informations de police d'assurance, serveur de gestion et support d'informations lisible par ordinateur - Google Patents

Procédé de mise à jour d'informations de police d'assurance, serveur de gestion et support d'informations lisible par ordinateur Download PDF

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Publication number
WO2018036152A1
WO2018036152A1 PCT/CN2017/077968 CN2017077968W WO2018036152A1 WO 2018036152 A1 WO2018036152 A1 WO 2018036152A1 CN 2017077968 W CN2017077968 W CN 2017077968W WO 2018036152 A1 WO2018036152 A1 WO 2018036152A1
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WO
WIPO (PCT)
Prior art keywords
insurance policy
target
policy
information
target insurance
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
PCT/CN2017/077968
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English (en)
Chinese (zh)
Inventor
童小勇
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Ping An Technology Shenzhen Co Ltd
Original Assignee
Ping An Technology Shenzhen Co Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Ping An Technology Shenzhen Co Ltd filed Critical Ping An Technology Shenzhen Co Ltd
Publication of WO2018036152A1 publication Critical patent/WO2018036152A1/fr
Anticipated expiration legal-status Critical
Ceased legal-status Critical Current

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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/23—Updating
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Definitions

  • the present invention relates to the field of communications technologies, and in particular, to a policy for updating insurance policy information, a management server, and a computer readable storage medium.
  • the property insurance system usually includes multiple subsystems, such as a telemarketing subsystem, an APP sales subsystem, an official website sales subsystem, etc.
  • Each subsystem has a corresponding server to manage the subsystem, and the production and insurance system has The core server manages the multiple subsystems.
  • Customers can order property insurance through telephone, official website, APP and other channels, and the insurance policies generated through the telephone, official website, APP and other channels will be stored on the core server.
  • the core server allocates the insurance policy generated by each channel to the management server in the telesales subsystem, and the management server will insure.
  • the manual agent determines that the insurance policy is in the pending payment status, the insurance policy will be The status of the policy is concerned. If the status of the policy is not changed to the payment status within the preset time period, the agent can make a call to the customer to determine the reason why the customer has not paid the fee for a long time by telephone communication, and gives The client processes the advice or assists the client in completing the payment process. Tracking the application form in the above manner can effectively avoid the loss of the customer and give the customer a better experience.
  • the manual seat in the telesales subsystem usually includes a computer, a headset and a salesperson, wherein the sales software is installed on the computer to access the telesales subsystem.
  • the salesperson on the manual agent side of the telemarketing subsystem needs to refresh the insurance policy information by manual refreshing, so that the salesperson on the manual agent side can determine the insurance policy based on the refreshed insurance policy information.
  • the next step in the process Specifically, after detecting the manual refresh operation of the salesperson, the manual agent generates a policy information update request, and sends the update request to the management server in the telesales subsystem, which is managed by the management server in the telemarketing subsystem.
  • the insurance policy of the insurance policy having the mapping relationship with the manual agent is obtained on the core server, and the insurance policy information is fed back to the artificial agent to realize the update of the insurance policy information of the manual agent.
  • the update of the insurance policy information of the manual agent can be realized, so that the salesperson on the manual agent side can determine the next processing flow of the insurance policy based on the updated insurance policy information, and effectively realize the tracking of the insurance policy. .
  • the main purpose of the present invention is to provide a method for updating insurance policy information, a management server, and a computer readable storage medium, which aim to solve the problem in the prior art that the insurance information is manually refreshed by the salesperson to update the insurance information to the salesperson.
  • the inconvenience is a technical problem that increases the workload of the salesperson.
  • the present invention provides a method for updating insurance policy information, the method comprising:
  • the management server obtains the policy basic data from the core server every preset time interval, where the policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the step of obtaining the policy information of the target insurance policy from the core server includes:
  • the step of acquiring the policy information of the target insurance policy from the core server according to the state of the target insurance policy comprises:
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the step of pushing the corresponding artificial seat comprises:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides a management server, where the management server includes:
  • a first obtaining module configured to obtain, according to the preset preset time, the policy data of the policy from the core server, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • a determining module configured to determine, in an application form managed by the management server, a last update time recorded by the insurance policy with the same number as the target insurance policy;
  • a second obtaining module configured to acquire, from the core server, the policy information of the target insurance policy if the latest update time of the target insurance policy is later than the last updated update time;
  • the pushing module is configured to push the policy information of the target insurance policy to the corresponding manual agent to update the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the second obtaining module is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy The policy information of the target insurance policy.
  • the second obtaining module comprises:
  • a first searching module configured to: if a last update time of the target insurance policy is later than the last updated update time, search for a mapping relationship between a preset state and a parameter type, and determine the target The target parameter type corresponding to the status of the policy;
  • a third obtaining module configured to acquire a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as the policy information of the target insurance policy .
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the pushing module comprises:
  • a second search module configured to use the number of the target insurance policy to search for a mapping relationship between the number of the saved insurance policy and the manual agent, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • the information pushing module is configured to push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides a management server, including a memory and a processor, wherein the memory stores an insurance policy update program, and the processor executes the policy information update program for:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the obtaining the policy information of the target insurance policy from the core server according to the status of the target insurance policy comprises:
  • the processor is further configured to:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides an insurance policy information update system, including a management server and a core server; the core server stores an insurance policy basic data, the management server includes a memory and a processor, and the memory There is stored a policy information update program, and the processor executes the policy information update program for:
  • the insurance policy basic data is obtained from the core server every preset time period, and the insurance policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the present invention also provides a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors, Implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy underlying data further includes a status of the target policy
  • the one or more programs may be executed by the one or more processors, and further implementing the following steps:
  • the one or more programs are executable by the one or more processors, and the following steps are also implemented:
  • the one or more programs are executable by the one or more processors, and the following steps are also implemented:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention provides a policy for updating insurance policy information, a management server, and a computer readable storage medium.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy. And the latest update time of the target insurance policy, according to the number of the target insurance policy, in the insurance policy managed by the management server, the last update time recorded by the insurance policy with the same number as the target insurance policy, if The last update time of the target insurance policy is later than the last updated update time, and the insurance policy information of the target insurance policy is obtained from the core server and pushed to the corresponding artificial seat to realize the insurance of the manual agent.
  • the update of the single information enables the management server to actively push the insurance policy information to the manual agent to realize the update of the insurance policy information, and the salesperson information on the manual agent side does not need to be manually refreshed to update the insurance policy information, thereby effectively reducing the manual seat.
  • the workload of the salesperson on the side is easy to sell Personnel work.
  • FIG. 1 is a schematic flow chart of a method for updating an insurance policy information according to a first embodiment of the present invention
  • FIG. 2 is a schematic flow chart of the refinement step of step 103 in the first embodiment shown in FIG. 1;
  • FIG. 3 is a schematic flowchart of a method for updating an insurance policy information according to a second embodiment of the present invention.
  • FIG. 4 is a schematic diagram of functional modules of a management server in a third embodiment of the present invention.
  • FIG. 5 is a schematic diagram of a refinement function module of the second obtaining module 403 in the third embodiment shown in FIG. 4;
  • FIG. 6 is a schematic diagram of functional modules of a management server in a fourth embodiment of the present invention.
  • FIG. 7 is a schematic structural diagram of a device in a hardware operating environment according to an embodiment of the present invention.
  • FIG. 8 is a schematic structural diagram of a system involved in an embodiment of the present invention.
  • the salesperson Since the insurance information must be updated by the salesperson in a manual manner in the prior art, the salesperson cannot obtain the latest insurance information in time and will bring about a technical problem of increasing the workload of the salesperson.
  • the present invention provides a method for updating insurance policy information, by actively pushing the insurance policy information to the artificial agent by the management server every preset time interval, so that the sales personnel on the manual agent side do not need to manually refresh. Update the insurance information, effectively reduce the workload of the sales staff on the artificial seat side, and facilitate the sales staff to carry out the work.
  • FIG. 1 is a schematic flowchart of a method for updating an insurance policy information according to a first embodiment of the present invention, and the method for updating the policy information includes:
  • Step 101 The management server acquires the policy basic data from the core server every preset time interval, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the policy for updating the insurance policy is applied to the property insurance system, and the insurance policies of the sales channels such as telephone sales, APP sales, and official website sales can be exchanged in the property insurance system, and the insurance channels are insured.
  • the single policy is saved on the core server, and the insurance policy saved on the core server is the latest policy.
  • the management server is a server in the telesales subsystem, which is used for the distribution of the insurance policy and the update of the policy information, wherein the telesales subsystem belongs to the subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the management server acquires the policy basic data from the core server every preset time interval, and the policy basic data includes the number of the target policy. And the last update time of the target policy.
  • the management server obtains the insurance policy basic data from the core server every preset time interval: the management server determines the insured status in the insurance policy that is managed by the management server, and the insurance policy is in an incomplete state.
  • the target insurance policy obtains the number of the target insurance policy, and sends an update request carrying the number of the target insurance policy to the core server.
  • the core server acquires the target insurance policy according to the number of the target insurance policy.
  • the update time, and the number of the target insurance policy and the latest update time of the target insurance policy are fed back to the management server as the basic data of the insurance policy, so that the management server can obtain the basic data of the insurance policy.
  • the insurance policy managed by the management server includes an insurance policy generated by a manual agent of the telephone sales subsystem in which the management server is located, and an insurance policy generated by the core server in the property insurance system through the official network channel and/or the APP channel.
  • target insurance policy in the embodiment of the present invention does not refer to a single insurance policy, and the target insurance policy may actually be a plurality of different insurance policies, and each insurance policy will be according to the technical solution in the embodiment of the present invention. Realize the active push of insurance policy information.
  • the target insurance policy is an insurance policy in an unfinished state, and the uncompleted state refers to a state in which the policy of the insurance policy is uncompleted.
  • the status of the insurance policy includes: the status to be modified, the status to be paid, the status to be audited, the status to be inspected, the status to be insured, the status to be guaranteed, the status of the failed condition, and the like. Except for the guaranteed state and the failed state, all other states are incomplete.
  • Step 102 In the application form managed by the management server, determine a last update time recorded by the insurance policy with the same number as the target insurance policy; if the latest update time of the target insurance policy is later than The recorded last update time, step 103 is performed;
  • Step 103 Obtain the policy information of the target insurance policy from the core server, and push the information to the corresponding manual agent to update the policy information of the manual agent.
  • the management server determines, in the insurance policy managed by the management server, that the insurance policy has the same number as the target insurance policy.
  • the last update time recorded wherein the insurance policy with the same number as the target insurance policy refers to the target insurance policy saved on the management server side, wherein the latest update time of the target insurance policy in the basic data of the insurance policy refers to The last update time of the target policy that was saved on the core server side.
  • the management server obtains the insurance policy information of the target insurance policy from the core server, and pushes it to the corresponding artificial agent to implement the
  • the update of the insurance policy information of the manual agent enables the insurance policy information after the target insurance policy to be updated to be actively pushed to the artificial seat, so that the artificial agent can obtain the latest insurance policy information in time.
  • the management server after obtaining the insurance policy information of the target insurance policy from the core server, the management server saves the insurance policy information of the target insurance policy, and saves the target insurance in the insurance policy basic data. The last update time.
  • the management server will not process the target insurance policy, that is, the target policy information is not pushed.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and is determined according to the number of the target insurance policy.
  • the last update time recorded with the same number as the target insurance policy if the last update time of the target insurance policy is later than the last recorded update Time, the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding manual agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent.
  • the policy basic data acquired by the management server may include the state of the target insurance policy and the state of the target insurance policy, in addition to the number of the target insurance policy and the latest update time of the target insurance policy. Refers to the state of the target insured in the core server.
  • the information of the insurance policy for obtaining the target insurance policy from the core server in the step 103 in the first embodiment shown in FIG. 1 specifically includes:
  • FIG. 2 is a schematic flowchart of the refinement step of step 103 in the first embodiment shown in FIG. 1 , and the refinement step includes:
  • Step 201 Search a mapping relationship between a preset state and a parameter type, and determine a target parameter type corresponding to a state of the target policy.
  • Step 202 Obtain a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as the policy information of the target insurance policy.
  • the management server searches for the preset state and parameters. a mapping relationship between the types, determining a target parameter type corresponding to the state of the target policy, and obtaining a parameter value corresponding to the target parameter type from the core server, and using the parameter value as the policy information of the target policy .
  • the corresponding target parameter type is the entire insurance policy information
  • the corresponding The target parameter is the audit summary information of the target application.
  • the target parameter type that needs to be acquired is determined based on the state of the target policy, and the policy information is obtained from the core server based on the target parameter type, so that part or all of the insurance data can be acquired based on the need, and each push is not required. At the same time, the complete insurance policy is pushed to avoid repeated push of the same information, which can further save resources.
  • FIG. 3 is a schematic flowchart of a method for updating a policy information according to a second embodiment of the present invention, where the method includes:
  • Step 301 The management server obtains the policy basic data from the core server every preset time interval, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • Step 302 In the application form managed by the management server, determine a last update time recorded by the insurance policy with the same number as the target insurance policy; if the latest update time of the target insurance policy is later than The recorded last update time, step 303 is performed;
  • Step 303 Obtain, from the core server, the policy information of the target insurance policy
  • Step 304 Search for a mapping relationship between the number of the saved insurance policy and the manual agent by using the number of the target insurance policy, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • Step 305 Push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • steps 301 to 303 are similar to those described in step 101 to step 103 in the first embodiment shown in FIG. 1, and are not described herein.
  • the management server manages the distribution of the insurance policy information and the insurance policy.
  • the management server may assign the insurance policy to the artificial agent for processing, and in order to better manage the insurance.
  • the management server will set the mapping relationship between the number of the application form and the manual agent. For example, after assigning the application form A to the manual agent B, the mapping relationship between the number of the application form A and the manual agent B is saved.
  • the management server determines the manual agent to be pushed to the insurance policy, and specifically includes: searching for the saved insurance using the number of the target insurance policy. A mapping relationship between the number of the single object and the artificial seat, determining a manual agent having a mapping relationship with the number of the target insurance policy, and pushing the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy,
  • the salesperson who does not need the manual agent side refreshes the policy information by actively refreshing.
  • the management server can actively push the insurance policy information recently updated by the target insurance policy obtained from the management server to the corresponding artificial agent.
  • the active push of the policy information is effectively completed, and the salesperson information of the manual agent side is not required to be updated by the salesperson on the manual agent side, thereby effectively reducing the workload of the salesperson on the manual agent side.
  • the above-mentioned storage medium may be a read only memory, a magnetic disk or an optical disk or the like.
  • FIG. 4 is a schematic diagram of a function module of a management server according to a third embodiment of the present invention.
  • the management server includes: a first obtaining module 401, a determining module 402, a second obtaining module 403, and a pushing module 404.
  • the first obtaining module 401 is configured to obtain the policy basic data from the core server every preset time period, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policies of the sales channels such as telephone sales, APP sales, and official website sales can be exchanged in the property insurance system, and the insurance policies of the respective sales channels are uniformly stored on the core server, and the insurance policy is saved on the core server. For the latest insurance policy.
  • the management server is a server in the telesales subsystem, which is used for the distribution of the insurance policy and the update of the policy information, wherein the telesales subsystem belongs to the subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the first obtaining module 401 obtains the policy basic data from the core server for each preset preset time, and the policy basic data includes the target insurance. The number of the single and the last update time of the target policy.
  • the obtaining, by the first obtaining module 401, the insured billing basic data from the core server every interval preset duration includes: the first obtaining module 401 determines, in the preset preset duration, that the managed insurance policy is in an incomplete state insured form, and is in the unfinished state.
  • the completion status of the insurance policy as the target insurance policy obtain the number of the target insurance policy, and send an update request carrying the number of the target insurance policy to the core server.
  • the core server After receiving the update request, the core server will obtain the number according to the target insurance policy.
  • the last update time of the target insurance policy, and the number of the target insurance policy and the latest update time of the target insurance policy are fed back to the management server as the basic data of the insurance policy, so that the management server can obtain the basic data of the insurance policy.
  • the insurance policy managed by the management server includes an insurance policy generated by a manual agent of the telephone sales subsystem in which the management server is located, and an insurance policy generated by the core server in the property insurance system through the official network channel and/or the APP
  • target insurance policy in the embodiment of the present invention does not refer to a single insurance policy, and the target insurance policy may actually be a plurality of different insurance policies, and each insurance policy will be according to the technical solution in the embodiment of the present invention. Realize the active push of insurance policy information.
  • the target insurance policy is an insurance policy in an unfinished state, and the uncompleted state refers to a state in which the policy of the insurance policy is uncompleted.
  • the status of the insurance policy includes: the status to be modified, the status to be paid, the status to be audited, the status to be inspected, the status to be insured, the status to be guaranteed, the status of the failed condition, and the like. Except for the guaranteed state and the failed state, all other states are incomplete.
  • a determining module 402 configured to determine, in an application form managed by the management server, a latest update time that has been recorded with the same number as the target insurance policy;
  • the second obtaining module 403 is configured to obtain the policy information of the target insurance policy from the core server if the latest update time of the target insurance policy is later than the last updated update time of the target insurance policy;
  • the pushing module 404 is configured to push the policy information of the target insurance policy to the corresponding manual agent to implement the update of the policy information of the manual agent.
  • the first obtaining module 401 determines, in the insurance policy managed by the management server, the number and the target insurance policy.
  • the update time of one time refers to the latest update time of the target policy that is saved on the core server side.
  • the second acquisition module 403 obtains the policy information of the target policy from the core server, and pushes the information to the corresponding policy by the push module 404.
  • the artificial agent enables the insurance policy information after the target insurance policy to be updated to be actively pushed to the artificial seat, so that the artificial agent can obtain the latest insurance policy information in time.
  • the management server after obtaining the insurance policy information of the target insurance policy from the core server, the management server saves the insurance policy information of the target insurance policy, and saves the target insurance in the insurance policy basic data. The last update time.
  • the management server will not process the target insurance policy, that is, the target policy information is not pushed.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and is determined according to the number of the target insurance policy.
  • the last update time recorded with the same number as the target insurance policy if the last update time of the target insurance policy is later than the last recorded update Time, the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding manual agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent.
  • the policy application basic data further includes the state of the target insurance policy
  • the second obtaining module 403 is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the second obtaining module 403 includes: The first search module 501 and the third acquisition module 502.
  • the first searching module 501 is configured to: if a last update time of the target insurance policy is later than the last updated update time, search for a mapping relationship between a preset state and a parameter type, and determine The target parameter type corresponding to the state of the target policy;
  • the third obtaining module 502 is configured to obtain a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as an insurance policy for the target insurance policy information.
  • the first search module 501 searches for the preset a mapping relationship between the state and the parameter type, determining a target parameter type corresponding to the state of the target policy, and acquiring, by the third obtaining module 502, a parameter value corresponding to the target parameter type from the core server, the parameter value The policy information of the policy as the target insurance policy.
  • the corresponding target parameter type is the entire insurance policy information
  • the corresponding The target parameter is the audit summary information of the target application.
  • the target parameter type that needs to be acquired is determined based on the state of the target policy, and the policy information is obtained from the core server based on the target parameter type, so that part or all of the insurance data can be acquired based on the need, and each push is not required. At the same time, the complete insurance policy is pushed to avoid repeated push of the same information, which can further save resources.
  • FIG. 6 is a schematic diagram of a function module of a management server according to a fourth embodiment of the present invention.
  • the management server includes a first obtaining module 401, a determining module 402, and a second obtaining module 403 in the third embodiment as shown in FIG.
  • the push module 404 is similar to the content described in the third embodiment shown in FIG. 4, and details are not described herein.
  • the pushing module 404 includes:
  • the second search module 601 is configured to use the number of the target insurance policy to search for a mapping relationship between the number of the saved insurance policy and the manual agent, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • the information pushing module 602 is configured to push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • the management server manages the distribution of the insurance policy information and the insurance policy.
  • the management server may assign the insurance policy to the artificial agent for processing, and in order to better manage the insurance.
  • the management server will set the mapping relationship between the number of the application form and the manual agent. For example, after assigning the application form A to the manual agent B, the mapping relationship between the number of the application form A and the manual agent B is saved.
  • the management server obtains the policy information of the target insurance policy
  • the manual agent that needs to be pushed to the policy information is determined, and the second search module 601 uses the number of the target insurance policy.
  • the target insured has a mapping relationship of the artificial agent to realize the update of the manual agent side insurance policy information, so that the salesperson who does not need the manual agent side refreshes the policy information by actively refreshing.
  • the management server can actively push the insurance policy information recently updated by the target insurance policy obtained from the management server to the corresponding artificial agent.
  • the active push of the policy information is effectively completed, and the salesperson information of the manual agent side is not required to be updated by the salesperson on the manual agent side, thereby effectively reducing the workload of the salesperson on the manual agent side.
  • first obtaining module 401, determining module 402, second obtaining module 403, pushing module 404, first searching module 501, third obtaining module 502, and second searching module 601 may be It is embedded in hardware or independent of the management server, and can also be stored in the memory of the management server in software, so that the processor can call the operations corresponding to the above modules.
  • the processor can be a central processing unit (CPU), a microprocessor, a microcontroller, or the like.
  • FIG. 7 is a schematic structural diagram of a device in a hardware operating environment according to an embodiment of the present invention.
  • the management server in the embodiment of the present invention may be a PC, or may be a terminal device such as a smart phone, a tablet computer, an e-book reader, or a portable computer.
  • the management server may include a processor 1001, such as a CPU, and a memory 1002. Connection communication between these components can be achieved via a communication bus.
  • the memory 1002 may be a high speed RAM memory or a stable memory (non-volatile) Memory), such as disk storage.
  • the memory 1002 can also optionally be a storage device independent of the aforementioned processor 1001.
  • the management server may further include a user interface, a network interface, a camera, and an RF (Radio). Frequency, RF) circuits, sensors, audio circuits, WiFi modules, and more.
  • the user interface may include a display, an input unit such as a keyboard, and the optional user interface may also include a standard wired interface and a wireless interface.
  • the network interface can optionally include a standard wired interface, a wireless interface (such as a WI-FI interface), and connects the core server and the artificial agent to perform data communication with the core server and the artificial agent respectively, so as to obtain the policy basic data in the core server. , push the insurance policy information of the target insurance policy to the artificial agent.
  • management server architecture illustrated in FIG. 7 does not constitute a definition of a management server, and may include more or fewer components than those illustrated, or some components may be combined, or different component arrangements.
  • an operating system and a policy information update program may be included in the memory 1002 as a computer storage medium.
  • the operating system is a program that manages and controls the management of the server hardware and software resources, and supports the operation of the policy information update program and other programs or software.
  • the processor 1001 can be configured to execute the policy information update program stored in the memory 1002 to implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the specific embodiment of the management server of the present invention is basically the same as the foregoing embodiment of the policy for updating the insurance policy and the management server, and details are not described herein.
  • the system architecture includes a management server and a core server, where:
  • the management server is a server in the telesales subsystem that is used for the distribution of the policy and the updating of the policy information, wherein the telesales subsystem is a subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the core server is used to uniformly save the insurance policy of each sales channel, and the insurance policy saved on the core server is the latest insurance policy.
  • the core server stores the insurance policy basic data
  • the management server includes a memory 1002 and a processor 1001, wherein the memory 1002 stores a policy information update program, and the processor 1001 executes the insurance policy.
  • Information update program for:
  • the insurance policy basic data is obtained from the core server every preset time period, and the insurance policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the obtaining the insurance policy information of the target insurance policy from the core server according to the state of the target insurance policy includes:
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the pushing to the corresponding artificial seat includes:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the management server obtains the policy basic data from the core server every preset time interval, the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and the number of the insurance policy is determined according to the target.
  • the server-managed insurance policy the last update time recorded by the same policy number as the target insurance policy, if the last update time of the target insurance policy is later than the last updated update time, Obtaining the policy information of the target insurance policy from the core server, and pushing the information to the corresponding artificial agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent, It is necessary for the salesperson on the manual seat side to update the insurance policy information by manual refreshing, thereby effectively reducing the workload of the salesperson on the manual seat side, and facilitating the salesperson to carry out the work. It can only be pushed if the target policy information is updated, which can further reduce the waste of resources and avoid repeated push of the same policy information.
  • the present invention provides a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors to implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target policy
  • the one or more programs may be executed by the one or more processors, and further implement the following steps:
  • the one or more programs may be executed by the one or more processors, and the following steps are also implemented:
  • the one or more programs may be executed by the one or more processors, and the following steps are also implemented:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the specific embodiment of the computer readable storage medium of the present invention is substantially the same as the foregoing embodiment of the policy for updating the insurance policy and the management server, and details are not described herein.
  • the foregoing embodiment method can be implemented by means of software plus a necessary general hardware platform, and of course, can also be through hardware, but in many cases, the former is better.
  • Implementation Based on such understanding, the technical solution of the present invention, which is essential or contributes to the prior art, may be embodied in the form of a software product stored in a storage medium (such as ROM/RAM, disk,
  • the optical disc includes a number of instructions for causing a terminal device (which may be a cell phone, a computer, a server, an air conditioner, or a network device, etc.) to perform the methods of various embodiments of the present invention.

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Abstract

La présente invention concerne un procédé de mise à jour d'informations de police d'assurance. Le procédé comprend : l'obtention, par un serveur de gestion, de données de base de police d'assurance auprès d'un serveur central à un intervalle prédéfini, lesdites données de base comprenant le numéro d'une police d'assurance cible et le dernier moment de mise à jour de la police d'assurance cible ; la détermination du dernier moment de mise à jour enregistré pour une police d'assurance, dont le numéro est le même que celui de la police d'assurance cible parmi des polices d'assurance gérées par le serveur de gestion en fonction du numéro de la police d'assurance cible ; et, si le dernier moment de mise à jour de la police d'assurance cible est ultérieur au dernier moment de mise à jour enregistré, l'obtention d'informations de police d'assurance de la police d'assurance cible auprès du serveur central, puis le pousser de ces informations vers un agent de service manuel correspondant. La présente invention concerne en outre un serveur de gestion et un support d'informations lisible par ordinateur, permettant de pousser activement des informations de police d'assurance depuis le serveur de gestion vers l'agent de service manuel de façon à mettre à jour lesdites informations, ce qui réduit efficacement la charge de travail du personnel de vente d'un côté agent de service manuel et facilite le travail du personnel de vente.
PCT/CN2017/077968 2016-08-23 2017-03-24 Procédé de mise à jour d'informations de police d'assurance, serveur de gestion et support d'informations lisible par ordinateur Ceased WO2018036152A1 (fr)

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