TWM630401U - System for searching and exporting insurance cases - Google Patents

Abstract

A system for searching and exporting insurance cases includes a server and an insurance case database. The server is configured to receive a search criterion and generate a databased search command based on the search criterion. The insurance case database is communicably connected to the server and is configured to provide the server with data of one or more insurance cases that matches the search criterion. The server is further configured to generate a report based on the data of the one or more insurance cases that matches the search criterion.

Description

Insurance case inquiry and remittance system

This new model relates to an insured case inquiry and remittance system.

In the insurance agency business, it is necessary to provide case information that meets certain conditions from time to time to meet the needs of internal and external inspection operations. Therefore, there is a need for a technique that can quickly and correctly find a target case.

The present invention proposes an innovative system for inquiring and exporting insurance cases, which solves the problems of the prior art.

According to some embodiments of the present invention, an insurance application case query and export system includes a server and an insurance application case database. The server is configured to receive query conditions and generate database search commands based on the query conditions. The insurance application case database can be communicatively connected to the server, and is configured to provide the server with information of one or more insurance application cases that meet the query conditions based on the database search command. The server is also configured to generate a report based on the data of one or more insurance cases that meet the query conditions.

In one or more embodiments of the present invention, the server includes a communication interface configured to receive query conditions. The query condition includes a query factor, and the query factor includes the source of premium funds, the type of risk attribute, or the consistency of financial information.

In one or more embodiments of the present invention, the query condition includes a query factor, a query condition value, and a query date range. The server includes a processor configured to generate a database search command based on the query factor, the query condition value, and the query date interval.

In one or more embodiments of the present invention, the server further includes a storage device connected to the processor and configured to store the search command sample. The processor is configured to generate the database search command by inserting the query factor, the query condition value and the query date interval into the search command sample.

In one or more embodiments of the present invention, the query conditions include query factors. The server includes a processor configured to generate a report including a field corresponding to the query factor.

In one or more embodiments of the present invention, the insurance application case database includes a storage device, and the storage device is configured to record information of a plurality of insurance application cases, and each insurance application case information includes the identity information of the insured person, the date, the source of premium funds, and the risk. Attribute type and consistency of financial information.

In one or more embodiments of the present invention, the insurance application case database includes a communication interface, and the insurance application case database is configured to receive a database search command from the server through the communication interface, and transmit to the server an or Information on multiple insured cases.

According to some embodiments of the present invention, an insurance application case query and export system includes a terminal device, an insurance application case database, and a server. The terminal device is configured to generate query conditions based on user input. The insurance application case database is configured to record the information of a plurality of insurance application cases. The server can be communicatively connected to the terminal device and the insurance case database, and is configured to: generate a database search command based on the query condition; send the database search command to the insurance case database, so as to obtain the query condition from the insurance case database and generate a report based on the data of one or more insurance cases that meet the query conditions.

In one or more embodiments of the present invention, the query condition includes a query factor, a query condition value, and a query date range. The terminal device includes a display, and the display is configured to present a menu corresponding to the query factor, a menu corresponding to the query condition value, and at least one date range input element.

In one or more embodiments of the present invention, the server includes a storage device and a processor. The storage device is configured to store the search command sample. The processor is connected to the storage device and configured to generate a database search command by inserting the query factor, the query condition value and the query date interval into the search command sample.

To sum up, the system for inquiring and exporting insurance cases of the present disclosure can automatically generate database search instructions according to the search conditions specified by the user, so that cases that meet the specific conditions can be quickly and accurately found. Further, the system can also Automatically generate reports to meet the needs of inspection and statistical analysis.

The above description will be described in detail in the following embodiments, and further explanations will be provided for the technical solution of the present invention.

In order to make the description of the present invention more detailed and complete, reference may be made to the accompanying drawings and the various embodiments described below. The same numbers in the drawings represent the same or similar elements. On the other hand, well-known elements and steps have not been described in the embodiments to avoid unnecessarily limiting the present invention.

In the embodiments and the scope of the patent application, the description related to "connection" can generally refer to the indirect electrical coupling of an element to another element through other elements, or that an element is directly electrically connected to another element without passing through other elements. .

In the embodiments and the scope of the patent application, unless there is a special limitation on the article in the context, "a" and "the" may refer to a single or plural.

The technical aspect of this new type is an insurance case inquiry and remittance system, which can be applied to the insurance agency business of banks or other financial institutions, making case checking and statistical analysis more convenient. The specific implementation of the insurance case inquiry and remittance system will be described below with reference to Figures 1 and 2.

Please refer to Figure 1 first. FIG. 1 is a functional block diagram illustrating an insurance case inquiry and export system 10 according to an embodiment of the present invention. The insurance application case inquiry and export system 10 includes a server 20 , an insurance application case database 30 and a terminal device 40 .

The server 20 may include one or more computer hosts, and the computer hosts may be set in a centralized or decentralized manner. The server 20 is communicatively connected to the terminal device 40 and the insurance case database 30 , in other words, the server 20 and the insurance case database 30 can exchange data with each other, and the server 20 and the terminal device 40 can also exchange data with each other. The server 20 and the insurance case database 30 and the terminal device 40 may be connected through various wired or wireless communication networks (eg, a local area network, a wide area network or the Internet).

The insurance case database 30 is, for example, a SQL database, such as MS-SQL, MySQL, PostgreSQL, and the like. The insurance application case database 30 is configured to record a plurality of insurance application case information, and each insurance application case information may include items such as the applicant's identity information, date, source of premium funds, risk attribute type, and consistency of financial information.

The terminal device 40 is, for example, a computer (for example, a desktop computer, a notebook computer or a tablet computer) used by branch staff or other electronic devices with a networking function. The terminal device 40 can be connected to the server 20 to inquire about insurance cases.

During the actual operation of the insurance case inquiry and export system 10, the terminal device 40 generates query conditions based on user input, and the server 20 is configured to: generate database search commands (eg, SQL commands) based on the query conditions; The search instruction is sent to the insurance application case database 30, so as to obtain the information of one or more insurance application cases that meet the query conditions from the insurance application case database 30; and generate a report (eg, : EXCEL or PDF report).

With the above configuration, the insurance application case inquiry and export system 10 of the present disclosure can quickly and accurately find insurance application cases that meet specific conditions, and further generate a report, so as to facilitate the inspection and statistical analysis of insurance application cases by affiliated institutions.

With regard to the above-mentioned operation flow, the following describes each step in more detail with reference to FIG. 2 . FIG. 2 is a flowchart showing the operation of the system 10 for inquiring and exporting insurance cases shown in FIG. 1 . The operation flow 50 of the insurance case inquiry and export system 10 includes steps 52 to 58 .

As shown in FIGS. 1 and 2, first, in step 52, the terminal device 40 generates query conditions based on user input. The query condition can include a query factor, a query date range, and a query condition value corresponding to the query factor.

In some embodiments, the server 20 is configured to provide a query interface, such as in the form of a web interface. In some embodiments, the query interface may include a menu corresponding to a query factor (eg, a drop-down menu), a menu corresponding to a query condition value (eg, a drop-down menu), and a date range input element (eg, one or more date pickers) (date picker), for setting the start date and/or end date of the query). After the terminal device 40 is connected to the server 20 through its communication interface 41 and enters the query interface, the aforementioned menus and input elements are displayed on the display 47 of the terminal device 40 , and the operator can click or operate through the input device 49 of the terminal device 40 The aforementioned menus and input elements, thereby generating user input. Then, the terminal device 40 generates query conditions correspondingly, and transmits the query conditions to the server 20 through the communication interface 41 .

Query factors can be included in auditing operations or factors commonly used in statistical analysis. In some embodiments, the query factor includes at least one of the following: premium funding source, risk attribute type, and consistency of financial information. In some embodiments, when the query factor is the source of premium funds, the corresponding query condition value may be "salary, reward commission or labor income", "stock or fund, dividend, investment income or interest income", "rent" , "Sale and Purchase of Real Estate", "Business Income", "Retirement Pension", "Gift or Inheritance", "Policy Termination", "Policy Maturity Benefit", "Loan" or "Policy Loan". In some embodiments, when the query factor is a risk attribute type, the corresponding query condition value may be "conservative", "robust" or "positive". In some embodiments, when the query factor is the consistency of financial information, the corresponding query condition value may be "inconsistency in financial information" (for example, query the financial information of the insured with the financial management system of the bank, the credit collection system or the other systems have inconsistencies).

The above-mentioned communication interface 41 (or the communication interfaces 21 and 31 mentioned below) may be a network card based on various communication protocols (eg, Ethernet, mobile network). The display 47 of the terminal device 40 is, for example, a liquid crystal display. The input device 49 of the terminal device 40 may be a keyboard or a mouse, which includes one or more keys, and a user of the terminal device 40 can provide input to the terminal device 40 by pressing the keys.

As shown in FIG. 1 and FIG. 2 , then, in step 53 , the server 20 receives the query condition from the terminal device 40 through its communication interface 21 . Next, in step 54 , the server 20 generates a database search command based on the query condition received from the terminal device 40 . In some embodiments, the database search command is an SQL command.

In some embodiments, the server 20 further includes a processor 23, and the processor 23 is configured to generate a database search command based on the query factor, the query condition value, and the query date interval. In some embodiments, the server 20 further includes a storage device 25, the storage device 25 is connected to the processor 23, and is configured to store one or more database search command templates, and the processor 23 is configured to retrieve data from the terminal device through 40. The received query factor, query condition value and query date range are inserted into the search command sample to generate the database search command. After the database search command is successfully generated, the server 20 can transmit the database search command to the insurance case database 30 through its communication interface 21 .

In some implementations, the search command sample stored in the storage device 25 may be in the form: "SELECT field_name[, field_name...] FROM table_name[, table_name...] WHERE filter "Conditional Expression", wherein the field name and the data table name are pre-filled, and the processor 23 of the server 20 is configured to insert the query factor, the query condition value and the query date interval included in the query condition received from the terminal device 40 In the "Filter Condition Expression", a complete database search command is generated.

The above-mentioned storage device 25 (or the storage device 35 mentioned below) may include dynamic memory (DRAM, eg: DDR-SDRAM), mechanical hard disk, solid-state hard disk (eg: NAND flash memory), phase change phase change memory, other suitable storage media, or any combination thereof.

As shown in FIG. 1 and FIG. 2 , then, in step 55 , the insurance case database 30 receives a database search command from the server 20 through its communication interface 31 . Next, in step 56 , the insurance application case database 30 executes a database search command to search out/screen out one or more insurance application cases that meet the query conditions from the plurality of insurance application case information stored in the storage device 35 of the insurance application case database 30 . information on an insurance case. After completing the search, the insurance case database 30 transmits the search result to the server 20 through its communication interface 31 , wherein the search result is the data of one or more insurance cases that meet the query conditions.

As shown in FIG. 1 and FIG. 2 , then, in step 57 , the processor 23 of the server 20 generates a report based on the data of the insurance application cases that meet the query conditions received from the insurance application case database 30 . The report can be presented in the form of a table, for example, the report can be in EXCEL format (xls or xlsx file) or in PDF format. Depending on practical needs, the report can also be in other formats.

In some embodiments, the report generated by the server 20 includes a field corresponding to the query factor. For example, when the query factor is the source of premium funds, the report generated by the server 20 includes a field of "source of premium funds". In some embodiments, the report generated by the server 20 also includes a field of "Proposer" and a field of "Date" or other basic case information.

In some embodiments, the insurance application case database 30 stores relevant information of insurance application cases of a plurality of different branches. In some embodiments, the report generated by the server 20 includes cases that meet the query conditions and belong to the branch to which the clerk belongs, and does not include cases that meet the query condition but belong to other branches (ie, branches other than the branch to which the clerk belongs). Therefore, when a staff member uses the terminal device 40 to connect to the server 20 for inquiries, he can only obtain the case data of the branch to which he belongs. In some embodiments, the server 20 can determine the branch to which the employee belongs by confirming the clerk's identity (eg, login information) or the network address of the terminal device 40, and generate a report according to the branch to which the clerk belongs.

As shown in FIGS. 1 and 2 , finally, in step 58 , the terminal device 40 receives the report from the server 20 . After the terminal device 40 receives the report, the operator can perform subsequent operations as required, for example, using the display 47 to view the report, print the report, and provide the report to other relevant personnel.

To sum up, the system for inquiring and exporting insurance cases of the present disclosure can automatically generate database search instructions according to the search conditions specified by the user, so that cases that meet the specific conditions can be quickly and accurately found. Further, the system can also Automatically generate reports to meet the needs of inspection and statistical analysis.

Although the present invention has been disclosed in the above embodiments, it is not intended to limit the present invention. Anyone skilled in the art can make various changes and modifications without departing from the spirit and scope of the present invention. Therefore, the protection of the present invention The scope shall be determined by the scope of the appended patent application.

10:Insurance case inquiry and remittance system 20: Server 21, 31, 41: Communication interface 23: Processor 25,35: Storage device 30: Database of Insurance Cases 40: Terminal device 47: Display 49: Input device 50: Workflow 52-58: Steps

In order to make the above-mentioned and other objects, features, advantages and embodiments of the present invention more clearly understood, the accompanying drawings are described as follows: FIG. 1 is a functional block diagram illustrating an insurance case inquiry and export system according to an embodiment of the present invention; and Fig. 2 is a flowchart showing the operation of the insurance case inquiry and export system shown in Fig. 1.

10:Insurance case inquiry and remittance system

20: Server

21, 31, 41: Communication interface

23: Processor

25,35: Storage device

30: Database of Insurance Cases

40: Terminal device

47: Display

49: Input device

Claims (10)

An insurance case inquiry and remittance system, including: a server configured to receive a query condition and generate a database search command based on the query condition; and an insurance case database communicatively connected to the server and configured to provide the server with information of one or more insurance cases that meet the query condition based on the database search command; The server is further configured to generate a report based on the data of the one or more insurance cases that meet the query condition. The insurance case inquiry and export system as claimed in claim 1, wherein the server includes a communication interface, and the communication interface is configured to receive the inquiry condition, wherein the inquiry condition includes an inquiry factor, and the inquiry factor includes a source of premium funds , risk attribute type or consistency of financial information. The system for querying and exporting insurance cases according to claim 1, wherein the query condition includes a query factor, a query condition value, and a query date interval, wherein the server includes a processor, and the processor is configured to The query factor, the query condition value and the query date range are used to generate the database search command. The insurance case inquiry and export system as claimed in claim 3, wherein the server further comprises a storage device, the storage device is connected to the processor and is configured to store a search command sample, wherein the processor is configured to The query factor, the query condition value and the manner in which the query date range is inserted into the search command sample are used to generate the database search command. The insurance case query and export system as claimed in claim 1, wherein the query condition includes a query factor, wherein the server includes a processor, and the processor is configured to generate the report, and the report includes a query factor related to the query factor. corresponding field. The insurance application case inquiry and export system according to claim 1, wherein the insurance application case database includes a storage device, and the storage device is configured to record a plurality of insurance application case information, and each of the insurance application case information includes the identity of the applicant. Information, dates, source of premium funding, type of risk attribute, and consistency of financial information. The insurance application case inquiry and export system as described in claim 1, wherein the insurance application case database includes a communication interface, and the insurance application case database is configured to receive the database search command from the server through the communication interface, and Sending information of the one or more insurance cases that meet the query criteria to the server. An insurance case inquiry and remittance system, including: a terminal device configured to generate a query condition based on a user input; an insurance application case database configured to record information on a plurality of insurance application cases; and A server communicatively connected to the terminal device and the insurance case database, and configured to: generating a database search command based on the query condition; sending the database search instruction to the insurance case database to obtain information on one or more insurance cases that meet the query criteria from the insurance case database; and A report is generated based on the data of the one or more insurance cases that meet the query criteria. The insurance case inquiry and export system as claimed in claim 8, wherein the inquiry condition includes a inquiry factor, an inquiry condition value and an inquiry date interval, wherein the terminal device comprises a display, and the display is configured to present the inquiry corresponding to the inquiry A menu of factors, a menu of values corresponding to the query condition, and at least one input element of a date range. The insurance case inquiry and export system as claimed in claim 9, wherein the server comprises a storage device and a processor, the storage device is configured to store a search command sample, the processor is connected to the storage device, and is configured to The database search command is generated by inserting the query factor, the query condition value and the query date range into the search command sample.

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