KR101707845B1 - Inteligent upload system - Google Patents

Inteligent upload system Download PDF

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Publication number
KR101707845B1
KR101707845B1 KR1020150129710A KR20150129710A KR101707845B1 KR 101707845 B1 KR101707845 B1 KR 101707845B1 KR 1020150129710 A KR1020150129710 A KR 1020150129710A KR 20150129710 A KR20150129710 A KR 20150129710A KR 101707845 B1 KR101707845 B1 KR 101707845B1
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South Korea
Prior art keywords
raw data
data
upload system
intelligent
management
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KR1020150129710A
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Korean (ko)
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KR20160031974A (en
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이상화
김경용
김인철
백성흠
김종진
김나리
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주식회사 지에이서포트
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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR 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
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G06F17/30312—
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR 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
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR 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

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  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Marketing (AREA)
  • Economics (AREA)
  • Development Economics (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

It is an object of the present invention to provide a method of standardizing and managing RAW Data of different types provided by a financial institution. To this end, a method for managing raw data of an intelligent upload system for database of raw data of a financial institution, comprising the steps of: a) displaying the raw data received from an insurer by an intelligent upload system on a display device, B) a user selects necessary items in the raw data area and copies the selected items into the editing area in a drag-and-drop manner; and c) And d) the user matching the format information with the guide information for the raw data and storing the management data in the intelligent upload system, and e) the intelligent upload system Analyzing guide information for new raw data when receiving new raw data; and f) Steps to find out the format information is uploaded intelligent guidance system compared with the stored information management data analysis match analysis; And g) converting the new raw data into management data conforming to the matched format information and displaying the converted raw data, wherein the intelligent upload system provides a raw data management method of the intelligent upload system.

Description

Intelligent upload system for data base of RAW DATA {Inteligent upload system}

The present invention is a method for managing financial (insurance) company data (receipt, fees, past data, etc.) in an easy and simple manner.

An insurance agent can sell all financial products of many insurance companies. However, it is difficult to integrate management data provided by each insurance company into a single DATABASE, and it is a problem that it takes a lot of time and money, although the management should be accompanied by the necessity.

The systems currently being developed receive a lot of forms (even within the same financial institution) received from the insurer, investing a lot of time, editing and registering with DATABASE, All financial institutions have different operating forms, and most of them are unable to manage the data themselves due to these problems. This is a way to make it easier and easier for you to manage data from your insurance company (eg, storage, fees, past data).

Korean Patent Application No. 10-2009-0106448 'Automobile, Long-term Insurance, Life Insurance Integrated Fee Settlement System and Method by Using Settlement Type and Settlement Pattern Generated by Using Insurance Product Grouping' includes automobile, long-term insurance , The life insurance integrated fee settlement system and method are mentioned, but there is no mention about how the user can easily manage the raw data received from the insurance company.

In order to solve the conventional problems, the present invention aims to provide a method for standardizing and managing raw data of different types provided by a financial institution.

The goal is to make RAW data available with less time, manpower, and cost through easy and simple methods (mouse drag & drop, pattern memory, format memory).

Other objects of the present invention will become readily apparent from the following description of the embodiments.

According to an aspect of the present invention, there is provided a method of managing raw data of an intelligent upload system for database of raw data of a financial institution, the method comprising the steps of: a) displaying the raw data received from an insurer by an intelligent upload system on a display device, And b) selecting a desired item from the raw data area and copying the selected item to the editing area in a drag-and-drop manner, and c) D) editing the intelligent uploading system by storing the management data in the intelligent upload system by matching the format information with the guide information of the raw data, and e) When the system receives new raw data from the insurer, it analyzes the guidance information for the new raw data Phase; and f) steps to find out the format information is matched by comparing and analyzing the management data stored and intelligent analysis system uploads the guide information; And g) converting the new raw data into management data conforming to the matched format information and displaying the converted raw data, wherein the intelligent upload system provides a raw data management method of the intelligent upload system.

Here, the guide information may include at least one of the date of the raw data, the information about the insurance company, and the insurance agency.

If it is determined in step (b) that the required item is not copied to the editing area, the intelligent upload system displays the necessary items in the raw data area so that the user can recognize the item. have.

In the step (c), the intelligent upload system may guide the management data so that the management data has an optimal management format.

H) when the user sets an option to the management data, the intelligent upload system converts the new raw data into management data suitable for the option, and stores and displays the management data.

Here, the option may be any one or more of the required items according to the period, necessary items according to the insurance company, and items required according to the insurance agency.

Here, the format may be an arrangement pattern of the items, and a type of data.

The present invention has the effect of being able to formulate different types of data and manage them in one DataBase.

The present invention has the effect of enabling a large number of insurance (insurance) agents that can not manage due to cost, manpower, and the like to manage the data provided by the insurance company.

The present invention has the effect of reducing insurance data management cost and making it easy to use.

1 and 2 are diagrams for explaining an intelligent upload system for making a RAW data into a data base according to the present invention.

BRIEF DESCRIPTION OF THE DRAWINGS The present invention is capable of various modifications and various embodiments, and specific embodiments are illustrated in the drawings and described in detail in the detailed description. It is to be understood, however, that the invention is not to be limited to the specific embodiments, but includes all modifications, equivalents, and alternatives falling within the spirit and scope of the invention.

The terminology used herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the invention. The singular expressions include plural expressions unless the context clearly dictates otherwise.

Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings.

Referring to FIG. 1, the present invention implements an intelligent data uploading system by mouse drag & drop so that all financial institutions in Korea can store and manage all data received from the insurance company in an easy and simple way in DATABASE .

In addition, we implement a system that stores various undefined RAW data of all fields in DataBase using mouse Drag & Drop, Pattern, and format.

The intelligent upload system of the present invention means a device such as a computer or a server, in which a program for carrying out the method of the present invention is included.

As shown in FIG. 1, when the intelligent upload system of the present invention receives raw data from an insurer, the raw data received by receiving the program is displayed on the display device. Here, the raw data is divided into a raw data area and an editing area on the display device.

At this time, the raw data area shows all the items included in the raw data. Since the information contained in the raw data received from the insurer varies depending on the insurer, the items displayed in the raw data area are different depending on the insurer.

Thereafter, the user (who may be the manager of the insurance agent) selects the necessary items in the raw data area, controls the mouse, and copies it to the editing area by drag-and-drop method.

Then, the user edits the copied items in the editing area to have a desired pattern (kind and order), and creates and stores the edited data as management data.

Here, the user matches the pattern information with the guide information included in the raw data received from the insurance company (the date of creation of raw data, the insurance company that created the raw data, the information of the GA agent that receives the raw data, etc.) Data is stored in the database of the intelligent upload system.

Later, when the intelligent upload system receives new raw data from the insurer, it analyzes the guidance information for the new raw data. Then, the analyzed guide information is compared with the stored management data, and the pattern of the matched items and the file type of the raw data are obtained and converted into management data of the corresponding file type having the corresponding pattern. And displays the transformed pattern so that the user can see if the new raw data has been properly transformed to the format previously edited by him.

An embodiment of the present invention will now be described with reference to FIG.

(1) Upload RAW Data (data type can be excel file, text file, etc.) provided by financial institution (insurance company) to intelligent upload system (Upload ) do.

⑵ how to move items

Here, (a) of the display device is a raw data area, and (b) means an editing area. (c) is an area indicating that the management dara is stored.

First, "Drag and Drop" the item to be extracted out of the Excel and Text (RAW) data uploaded to the "raw data area (a)" and copy and move the data to the desired position of "edit area (b)".

Here, when the user mistakenly copies necessary items to the "editing area b" and does not move, the intelligent upload system can display the necessary items in the "raw data area (a)" so that the user can recognize them .

Here, the necessary items are items that the insurance agency needs to manage insurance (for example, contractor information, insurance amount, insurance period, etc.). In addition, the required items may vary from insurance company to insurance agent.

For example, you can tell the user what color you want by separating the required items or display a new window next to the required item to display the reason why you need to copy and move it so that the user can see it.

Select the RAW Data item uploaded to the "raw data area" (a) with the second - mouse click, select the desired position of "edit area (b)", memorize each position, and click " Is copied and moved.

Here, the intelligent upload system may guide the user to have an optimal management pattern so as to be helpful for data management.

For example, if a user wishes to generate management data for insurance agent management purposes, the management purpose is entered as designer management and then edited in order pattern of contractor information, insurance amount, insurance period, management designer, The uploading system can guide you to set up the management pattern in the order of the management designer, agent fee, contractor information, insurance amount, and insurance period.

In addition, the intelligent upload system can convert the management data so as to have an optimum format suitable for the program according to the type of the connected program.

For example, if the intelligent upload system is connected to an Excel, word or PowerPoint program, the managed data can be automatically converted to an Excel, Word or PowerPoint file and saved even if the raw data is some sort of data .

That is, in the past, the user has to select and convert the file according to the desired file type. However, the intelligent upload system of the present invention can automatically convert the file into a file of the data type suitable for the connected program.

In addition, the intelligent upload system of the present invention can convert new raw data into management data suitable for the option, store and display the management data when the user sets an option to the management data.

That is, when the option is set to a specific period, the necessary items are automatically stored in the "raw data area" (a), if the option is set as a required period, a necessary item according to the insurer, "To" edit area ⒝ ", and management data including the relevant item is created. If the user sets the option as a specific insurer, the necessary items only for the insurer are automatically edited in the" raw data area (B) "and the management data including the item is created. If the user sets the insurance agency as an insurance agency, the item necessary for the insurance agency is automatically changed from the" raw data area (a) "to the" The management data including the corresponding item can be generated.

Then, the intelligent upload system of the present invention can manage the management data by recording the management data having the format desired by the user in the "area " of the screen.

When the intelligent upload system receives new raw data from the insurer, the new raw data received is displayed in the "raw data area (a)", and the intelligent upload system analyzes the guidance information of the new raw data, And automatically matches and displays the data in the "edit area (b)" in a pattern matching the item and item order of the corresponding management data.

Then, the user clicks the "⑷ Data Extraction" button once, and the intelligent upload system checks the format of the new raw data. When the user clicks the "Save" button, the intelligent upload system transmits the new raw data to the existing management data And stores it in the DataBase.

The above embodiment is an implementation example in which the insurance contract can be maintained by uploading the storage data of the insurance contract provided by the insurance company.

The raw data management method of the intelligent upload system of the present invention is very diverse even if only the insurance agency can perform the work that can be implemented. It can be used for many tasks such as contract information, commission information, storage information, designer information, and so on.

It will be apparent to those skilled in the art that various modifications and variations can be made in the present invention without departing from the spirit or scope of the invention as defined in the following claims And changes may be made without departing from the spirit and scope of the invention.

(a): raw data area
(b): edit area

Claims (7)

A method for managing raw data in an intelligent upload system for databaseing raw data of a financial institution,
a) displaying the raw data received from an insurance company on a display device, wherein the raw data is divided into a raw data area and an editing area;
b) The user selects necessary items in the raw data area and copies them to the editing area in a drag-and-drop manner;
c) Editing the copied items in the editing area so that the user has a desired format and generating them as management data;
d) storing the management data in the intelligent upload system by matching the format information with guide information on the raw data;
e) analyzing the guidance information for the new raw data when the intelligent upload system receives new raw data from the insurer;
f) comparing and analyzing the guide information analyzed by the intelligent upload system and the stored management data to find matching format information; And
and g) converting the new raw data into management data corresponding to the matched format information and displaying the new raw data,
Wherein the guide information includes at least one of date of the raw data, information of an insurance company, and information of an insurance agency,
In the step b), when the necessary items are not copied to the editing area, the intelligent upload system displays raw information necessary for the raw data area so that the user can recognize the item, Way.
delete delete The method according to claim 1,
In the step c)
Wherein the intelligent upload system guides and displays the management data so as to have an optimal management format.
The method according to claim 1,
h) When the user sets an option in the management data, the intelligent upload system converts the new raw data into management data suitable for the option, and stores and displays the management data.
6. The method of claim 5,
Wherein said option is at least one of a necessary item according to a period, an item required by an insurance company, and an item required by an insurance agency.
The method according to claim 1,
Wherein the format means an arrangement pattern of the item and a type of data.
KR1020150129710A 2014-09-15 2015-09-14 Inteligent upload system KR101707845B1 (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
KR1020140122145 2014-09-15
KR20140122145 2014-09-15

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KR101707845B1 true KR101707845B1 (en) 2017-02-17

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KR102123286B1 (en) * 2019-12-23 2020-06-16 (주)수소프트 System and method for processing data

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2004506272A (en) * 2000-08-04 2004-02-26 ゴールドマン　サックス　アンド　カンパニー A system that processes raw financial data and generates validated product guidance information for subscribers
JP2004280629A (en) * 2003-03-18 2004-10-07 Japan Research Institute Ltd Integrated agency system
JP2011070618A (en) * 2009-09-28 2011-04-07 Popularsoft Co Ltd Data comparing, editing, and updating method by displaying database information on double-screen display

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2004506272A (en) * 2000-08-04 2004-02-26 ゴールドマン　サックス　アンド　カンパニー A system that processes raw financial data and generates validated product guidance information for subscribers
JP2004280629A (en) * 2003-03-18 2004-10-07 Japan Research Institute Ltd Integrated agency system
JP2011070618A (en) * 2009-09-28 2011-04-07 Popularsoft Co Ltd Data comparing, editing, and updating method by displaying database information on double-screen display

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