WO2019104876A1 - Insurance product pushing method and system, terminal, client terminal, and storage medium - Google Patents

Insurance product pushing method and system, terminal, client terminal, and storage medium Download PDF

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Publication number
WO2019104876A1
WO2019104876A1 PCT/CN2018/076076 CN2018076076W WO2019104876A1 WO 2019104876 A1 WO2019104876 A1 WO 2019104876A1 CN 2018076076 W CN2018076076 W CN 2018076076W WO 2019104876 A1 WO2019104876 A1 WO 2019104876A1
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WO
WIPO (PCT)
Prior art keywords
color page
insurance product
product
instruction
editing
Prior art date
Application number
PCT/CN2018/076076
Other languages
French (fr)
Chinese (zh)
Inventor
张四洋
李忠臻
Original Assignee
平安科技(深圳)有限公司
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 平安科技(深圳)有限公司 filed Critical 平安科技(深圳)有限公司
Publication of WO2019104876A1 publication Critical patent/WO2019104876A1/en

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/103Formatting, i.e. changing of presentation of documents
    • G06F40/106Display of layout of documents; Previewing
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/103Formatting, i.e. changing of presentation of documents
    • G06F40/117Tagging; Marking up; Designating a block; Setting of attributes
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/186Templates
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04LTRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00Network arrangements or protocols for supporting network services or applications
    • H04L67/50Network services
    • H04L67/55Push-based network services

Definitions

  • the present application relates to the field of information interaction technologies, and in particular, to a method, system, terminal, client terminal, and storage medium for pushing an insurance product.
  • the main purpose of the present application is to provide a method for pushing insurance products, which aims to improve the safety and interactivity of insurance products in sales.
  • the method for pushing an insurance product proposed by the present application is for a terminal, and the pushing method includes the following steps:
  • the color page editing window pops up on the display interface of the terminal
  • the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  • the step of popping up the color page editing window on the display interface of the terminal includes:
  • a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
  • the step of acquiring an editing operation in the color page editing window to generate a corresponding product color page includes:
  • the step of saving the product color page as a color page image with an identification code includes:
  • the preview prompt is output
  • the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset.
  • the rule generates an identification code and saves the product color page as a color page picture with the identification code.
  • the color page picture is pushed to the cloud or the client terminal to implement the transaction and instant interaction of the insurance product, including:
  • the color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
  • the present application further provides a terminal, the terminal including a first memory, a first processor, and a push program of the first insurance product stored in the first memory and running on the first processor, the first The step of pushing the insurance product as described above when the push program of the insurance product is executed by the first processor.
  • the present application also provides a client terminal including a second memory, a second processor, and a push program of a second insurance product stored in the second memory and running on the second processor, When the push program of the second insurance product is executed by the second processor, the following operations are implemented:
  • a voice or vibration prompt is output.
  • the application also proposes a push system for an insurance product, the push system of the insurance product comprising:
  • the terminal as described above performs editing and pushing of the color page picture with the identification code
  • the client terminal as described above implements transaction and instant interaction of the insurance product according to the color page picture pushed by the terminal.
  • the present application also proposes a storage medium storing a push program of an insurance product, the push program of the insurance product being executed by the processor to implement the steps of the push method of the insurance product as described above.
  • the push method, system, terminal, client terminal and storage medium of the insurance product of the present application are used for executing editing and pushing of the color page picture with the identification code in the terminal, so as to realize online transaction and instant interaction of the insurance product in the client terminal.
  • the specific operation is: when receiving the color page editing instruction, popping up the color page editing window on the display interface of the terminal, obtaining an editing operation in the color page editing window, generating a corresponding product color page, and then receiving a preview instruction After that, the product color page is saved as a color page image with an identification code, and finally, when receiving the sharing instruction, the color page image is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  • the pushing method of the insurance product avoids the link address of the existing insurance product by editing the insurance product into a color page picture with an identification code, and then pushing the color picture picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product.
  • the possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
  • FIG. 1 is a flow chart of an embodiment of a method for pushing an insurance product according to the present application
  • step S10 in FIG. 1 is a specific flowchart of step S10 in FIG. 1;
  • step S20 in FIG. 1 is a specific flowchart of step S20 in FIG. 1;
  • step S30 in FIG. 1 is a specific flowchart of step S30 in FIG. 1;
  • FIG. 5 is a specific flowchart of step S40 in FIG. 1;
  • FIG. 6 is a schematic structural diagram of an embodiment of a push system for an insurance product according to the present application.
  • FIG. 7 is a schematic structural diagram of a terminal according to an embodiment of the present application.
  • FIG. 8 is a schematic structural diagram of an embodiment of a client terminal according to the present application.
  • the terminal can be implemented in various forms.
  • the terminal described in this application may include, for example, a mobile phone, a tablet, a laptop, a palmtop, a personal digital assistant (Personal) Digital Assistant, PDA), Portable Media Player (Portable Media) Player, PMP), navigation device, wearable device, smart bracelet, pedometer, etc.
  • PDA Personal digital assistant
  • PMP Portable Media Player
  • navigation device wearable device, smart bracelet, pedometer, etc.
  • the terminal will be described as an example, and those skilled in the art will understand that the configuration according to the embodiment of the present application can be applied to a terminal of a fixed type in addition to an element particularly for mobile purposes.
  • the terminal 300 may include a first processor 3001, such as a CPU, a network interface 3004, a user interface 3003, a first memory 3005, and a communication bus 3002.
  • the communication bus 3002 is used to implement connection communication between these components.
  • FIG. 1 does not constitute a limitation to terminal 300, and may include more or fewer components than those illustrated, or some components may be combined, or different component arrangements.
  • the main solution of the embodiment of the present application is: when receiving the color page editing instruction, popping up the color page editing window on the display interface of the terminal, obtaining an editing operation in the color page editing window, generating a corresponding product color page, and then After receiving the preview instruction, the product color page is saved as a color page picture with an identification code, and finally, when receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize the online of the insurance product. Trading and instant interaction.
  • a first memory 3005 as a computer storage mechanism may include an operating system, a wireless communication module, and a push program of an insurance product.
  • the network interface 3004 of the terminal 300 is mainly used to connect to the background server or the big data cloud, and performs data communication with the background server or the big data cloud;
  • the user structure 3003 is mainly used to connect the user end with the user. Data communication;
  • the color page editing window pops up on the display interface of the terminal
  • the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  • the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
  • a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
  • the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
  • the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
  • the preview prompt is output
  • the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset.
  • the rule generates an identification code and saves the product color page as a color page picture with the identification code.
  • the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
  • the color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
  • the application further proposes a method for pushing an insurance product.
  • FIG. 1 is a flow chart of an embodiment of a method for pushing an insurance product according to the present application.
  • the pushing method of the insurance product includes the following steps:
  • the service personnel can perform color page editing on the responsible insurance product based on the terminal (such as the PC end or the mobile terminal), and the terminal can obtain the operation when the business personnel perform the operation.
  • the editing operation or the preset action performed by the salesperson for example, when the salesperson opens the color page editing application on the terminal such as a computer, a mobile phone or a tablet, the terminal generates a color page editing instruction when acquiring the corresponding startup operation of the salesperson.
  • the color page in the color page database is called according to the preset program, and a color page editing window including different types of color page information is popped up, so that the salesperson selects a color page of a desired type to edit the content of the insurance product and the personal information.
  • the color page editing prompting program may be started, and the salesperson is prompted to perform the color page editing operation. If the salesperson sells the health insurance product, the salesperson is working on the coloring page.
  • the theme name of the color page can be edited first (such as “Ping An E-Life Insurance”), then the information of the health insurance product is edited into the color page, and the personal identification of the salesperson can be added to the customer.
  • the health insurance product is purchased through the color page, it may be directly linked to the business statistics of the salesperson, where the personal identification includes the name of the salesperson, the work department, the job number, the communication method, and the photo, the insurance product.
  • the information includes the product name, brief description, premium, coverage, commitment description and link address.
  • the preview option can be clicked to preview the edited information of the coloring page, thereby checking whether the editing content has an error, and the terminal is obtained based on the manipulation interface or the peripheral terminal.
  • the generated product color page is processed into a zoom-only image to facilitate verification check of the edited information of the color page editing window, and after confirming that the edited information is correct, the content can be further received.
  • the link address in the insurance product information is generated according to the preset encoding rule to generate an identification code that can be read and read, such as a barcode, a two-dimensional code, etc., and at the same time, in order to facilitate subsequent customers, the customer can directly communicate with the salesperson or promptly.
  • the interaction can also process the information such as the communication mode of the salesperson and the link address of the insurance product into an identifiable read identification code, and finally save the identification code and other information in the color page editing window as being impossible to edit.
  • Color page image to prevent the insurance product's link address from being tampered with during the forwarding process, improving the insurance product The sale of the security.
  • the terminal Save the color page image of the insurance product to the local storage of the terminal, such as the hard disk of the PC or the RAM of the mobile terminal (Read Only) Memory, read-only memory), the terminal will get the save action, based on this, the terminal can push whether to share the prompt of the color page picture, when the salesperson clicks the "share" option by touch or mouse, the terminal will pop up sharing Path information, such as sharing to the cloud or sharing to the client terminal, for example, after editing the insurance product color page using the mobile phone WeChat, the edited information is checked by the preview function, and after the check is correct, the sharing option in the upper right corner is adopted. Perform client terminal forwarding or friend circle (cloud) sharing.
  • other applications may also be used for color page editing, and then the previewed color page image is sent to the cloud or client terminal through the “send to customer option” or other sharing icon of the sharing interface, so that the customer can use the terminal according to the terminal.
  • Pushed color page images enable online trading and instant interaction of insurance products.
  • the method for pushing the insurance product of the embodiment is used for performing editing and pushing of the color page picture with the identification code in the terminal, so as to implement online transaction and instant interaction of the insurance product in the client terminal, the specific operation is: when receiving the color When the page editing instruction is executed, a color page editing window is popped up on the display interface of the terminal, an editing operation in the color page editing window is acquired, a corresponding product color page is generated, and then the product color page is saved after receiving the preview instruction. For the color page picture with the identification code, finally, when receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  • the pushing method of the insurance product avoids the link address of the existing insurance product by editing the insurance product into a color page picture with an identification code, and then pushing the color picture picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product.
  • the possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
  • step S10 includes:
  • the color page editing may be started based on an application loaded in the terminal, or may be initiated based on the color page editing program of the terminal, such as writing a click or double-click color page editing program in the first memory of the terminal in advance.
  • the preset operation map starts the control instruction of the color page editing program, or pre-sets the color page editing of the application by clicking or double-clicking the preset operation mapping of the color page editing function of another application in the first memory of the terminal.
  • the control command of the function when the terminal detects that the preset operation is performed on the display interface, outputs a prompt for color page editing based on the preset program, and the prompt may be a text window prompt or a voice prompt.
  • step S20 includes:
  • a plurality of color page types that can be selected are synchronously popped, and the salesperson can be based on a peripheral terminal or terminal such as a mouse.
  • the display interface performs a selection of a color page type, and the terminal retrieves a color page editing template matching the selected color page type in the color page database when acquiring a color page type selection operation in the color page editing window. It is convenient for the salesman to edit the color page picture.
  • S22 Acquire employee authentication information inputting the color page editing template according to the color page editing prompt, obtain the business authority of the employee according to the employee authentication information, and import the insurance product information in the business authority into the color page editing template. ;
  • the color page editing prompting program is started synchronously, prompting the salesperson to input relevant information according to the color page editing prompt, for example, the salesperson inputs the employee according to the color page editing prompt.
  • the terminal synchronously obtains the employee authentication information input to the color page editing template, and further obtains the employee's business authority according to the employee authentication information, and then imports the insurance product information within the scope of the authority into the color page. Edit the template.
  • the color page editing prompting program will continue to prompt to import the communication mode matching the employee authentication information, and finally, the communication mode matching the employee authentication information is detected.
  • the color page editing template is saved as an editable product color page, so as to facilitate subsequent modification or increase the operation of inputting information.
  • step S30 includes:
  • the terminal detects the edited information of the color page editing window in real time, and when it is detected that the required input box of the color page editing window is filled with the information of the editing rule that conforms to the color page editing template, the prompt of whether to preview is output.
  • the editable mode of the current product color page is maintained for the salesperson to modify the edited information of the color page editing window or to increase the information entry.
  • the product color page is processed into a zoom-only picture, so that the salesperson can check the information to ensure the correctness of the information in the product color page.
  • the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the link address of the insurance product and the employee authentication information is pre-pressed.
  • the encoding rule generates an identification code, and saves the product color page as a color page image with the identification code.
  • the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset code.
  • the rule generates an identification code, and at the same time, the product color page is saved as a color page picture with the identification code, so as to prevent the link address of the insurance product or the contact information of the salesperson from being tampered with during the forwarding process, thereby improving the insurance product in the Security during the push process.
  • step S40 includes:
  • a local scanning program for scanning local storage information every preset time interval may be preset in the system, and a local scanning instruction is generated according to the preset scanning duration of the local scanning program to store information locally. Get it. Save the color page image of the insurance product to the local storage of the terminal, such as the hard disk of the PC or the ROM of the mobile terminal (Read Only In the case of a memory (read only memory), the terminal detects a color page image with an identification code saved to the local memory according to the local scan command, and based on this, the terminal can push a prompt for sharing the color page image.
  • the terminal When the salesperson clicks the “Share” option by touch or mouse, the terminal will pop up the sharing path information, such as sharing to the cloud or sharing to the client terminal. According to different sharing paths selected by the salesperson, the system will generate different sharing instructions. If the information shared to the cloud is received, the first sharing instruction is generated; when the information shared to the client terminal is received, the second sharing instruction is generated.
  • S43 Push the color page picture to the cloud or the client terminal according to the sharing instruction to implement online transaction and instant interaction of the insurance product.
  • the color page picture carrying the insurance product information and the salesperson identification information is pushed to and according to the first sharing instruction or the second sharing instruction.
  • the cloud or the client terminal so that the customer obtains the color page picture based on the cloud or the client terminal, thereby implementing online transaction and instant interaction of the insurance product, thereby avoiding the possibility that the link address of the existing insurance product is tampered with during the forwarding process.
  • the security of the insurance product in the network sales is improved, and the color page picture can be used to realize real-time interaction with the business personnel, so that the user can consult relevant professional knowledge and improve the interaction between the customer and the business person.
  • the above-mentioned storage medium may be a read only memory, a magnetic disk or an optical disk or the like.
  • FIG. 8 is a schematic structural diagram of hardware of a client terminal for implementing various embodiments of the present application.
  • the client terminal 100 may include: a Bluetooth module 101 , a WiFi module 102 , an audio output unit 103 , and an A/V (audio/video).
  • the client terminal structure shown in FIG. 8 does not constitute a limitation to the client terminal, and the client terminal may include more or less components than those illustrated, or combine some components, or different components. Arrangement.
  • the present application further provides a client terminal 100.
  • the client terminal 100 includes a second memory 109, a second processor 110, and is stored in the second memory 109 and runs on the second processor 110.
  • the pushing program of the second insurance product when the pushing program of the second insurance product is executed by the second processor 110, implements the following operations:
  • the client terminal may receive the color page image based on the direct push of the terminal, and further, the client terminal may also obtain the color from the cloud.
  • the page picture for example, is pushed through a WeChat friend circle, a public number, a QQ space, or a microblog.
  • the client terminal pays attention to the WeChat friend circle, the public number, the QQ space, or the Weibo account, the terminal push may be received.
  • the color picture of the WeChat friend circle, the public number, the QQ space, or the Weibo is received, when receiving the color page image with the identification code pushed by the terminal, it is necessary to detect the running status of the client terminal, because the client terminal can be awake
  • the status may also be in a standby state.
  • the read permission of the color page picture may be directly obtained, and the read permission may be performed by the identification terminal reading function loaded on the client terminal.
  • App application acquisition after obtaining the read permission, identifying the identification code in the color page picture, such as receiving the terminal in the WeChat friend circle
  • the identification code may be read by WeChat, or the identification code may be saved to a local memory and then read and read by other applications such as Alipay or Weibo, when the identification code is read.
  • the online transaction of the insurance product is performed based on the link address indicated by the identification code and linked to the transaction interface of the insurance product, and the identification code is preferably a two-dimensional code.
  • the customer when the customer has relevant questions that need to be consulted based on the insurance product, the customer can also perform real-time interaction with the salesperson responsible for the insurance product according to the communication mode in the color picture or the identification code to obtain a better user experience and improve the interaction. Sex.
  • a voice or vibration prompt is output.
  • the client terminal when the terminal pushes the color page picture to the client terminal, the client terminal is in a standby state, and therefore, the client cannot directly obtain the color page picture through the client terminal, in order to improve feedback,
  • the voice or vibration prompt is output, so that the client terminal can realize the online transaction of the insurance product according to the color page picture pushed by the terminal in time.
  • the present application further provides a push system for an insurance product, the push system comprising:
  • the terminal 300 as described above performs editing and pushing of a color page picture with an identification code
  • the client terminal 100 as described above implements transaction and instant interaction of the insurance product according to the color page picture pushed by the terminal.
  • the push system of the insurance product includes a terminal and a client terminal, and the terminal is configured to pop up a color page editing window on the display interface of the terminal when the color page editing instruction is received, to obtain the color page editing
  • the editing operation of the window generates a corresponding product color page, and then, after receiving the preview instruction, saves the product color page as a color page image with an identification code, and finally, when receiving the sharing instruction, the color page image is received Pushed to the client terminal so that the customer can implement online transactions and instant interaction of the insurance product at the client terminal.
  • the insurance product push system edits the insurance product into a color page picture with an identification code, and then pushes the color page picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product.
  • the possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
  • the embodiment of the present application further provides a storage medium storing a push program of the insurance product, and the push program of the insurance product is executed by the processor to implement the step of pushing the insurance product as described above.

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Abstract

The present application provides an insurance product pushing method and system, a terminal, a client terminal, and a storage medium for editing and pushing a color page picture having an identifier at a terminal so as to implement the online transaction and instant interaction of an insurance product at a client terminal. By editing an insurance product into a color page picture having an identifier, and then pushing the color page picture to a cloud or a client terminal to implement the online transaction of the insurance product, the insurance product pushing method avoids the possibility that a link address of an existing insurance product is tampered during a forwarding process, and improves the safety of the insurance product in Internet sales. In addition, instant interaction with business personnel can be implemented by means of the color page picture, thereby allowing a user to consult related professional knowledge and improving the interaction between customers and the business personnel.

Description

保险产品的推送方法、系统、终端、客户终端及存储介质  Push method, system, terminal, client terminal and storage medium of insurance product
本申请要求于2017年11月30日提交中国专利局、申请号为201711247281.0、发明名称为“保险产品的推送方法、系统、客户终端及存储介质”的中国专利申请的优先权,其全部内容通过引用结合在申请中。This application claims the priority of the Chinese patent application filed on November 30, 2017 by the Chinese Patent Office, application number 201711247281.0, and the invention titled "Pushing method, system, client terminal and storage medium of insurance products". The citation is incorporated in the application.
技术领域Technical field
本申请涉及信息交互技术领域,尤其涉及一种保险产品的推送方法、系统、终端、客户终端及存储介质。The present application relates to the field of information interaction technologies, and in particular, to a method, system, terminal, client terminal, and storage medium for pushing an insurance product.
背景技术Background technique
现有技术中,业务员在通过网络平台销售保险产品时,大多通过将产品的链接转发给客户。但是,该种销售方式存在以下缺陷:在未经认证的情况下,直接转发链接的效果较差,而且用户在接收到链接后也无法咨询相关的专业知识,甚至在转发过程中会出现链接被篡改的可能。In the prior art, when a salesperson sells insurance products through a network platform, most of them forward the link of the product to the customer. However, this type of sales has the following drawbacks: in the case of unauthenticated, the direct forwarding of the link is less effective, and the user cannot consult the relevant professional knowledge after receiving the link, and even the link will be displayed during the forwarding process. The possibility of tampering.
发明内容Summary of the invention
本申请的主要目的在于提供一种保险产品的推送方法,旨在提高保险产品在销售中的安全性和交互性。The main purpose of the present application is to provide a method for pushing insurance products, which aims to improve the safety and interactivity of insurance products in sales.
为实现上述目的,本申请提出的保险产品的推送方法,以用于终端,所述推送方法包括以下步骤:To achieve the above object, the method for pushing an insurance product proposed by the present application is for a terminal, and the pushing method includes the following steps:
当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;When receiving the color page editing instruction, the color page editing window pops up on the display interface of the terminal;
获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;Obtaining an editing operation in the color page editing window to generate a corresponding product color page;
在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;After receiving the preview instruction, saving the product color page as a color page image with an identification code;
当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。When receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
进一步地,所述当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口的步骤,包括:Further, when the color page editing instruction is received, the step of popping up the color page editing window on the display interface of the terminal includes:
当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;When detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。When receiving the confirmation command, a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
进一步地,所述获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页的步骤,包括:Further, the step of acquiring an editing operation in the color page editing window to generate a corresponding product color page includes:
获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;Obtaining a color page type selection operation in the color page editing window, and capturing a color page editing template in the color page database that matches the selected color page type;
获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;Obtaining the employee authentication information of the color page editing template according to the color page editing prompt, obtaining the business authority of the employee according to the employee authentication information, and importing the insurance product information in the business authority into the color page editing template;
根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。After importing the communication method matching the employee authentication information according to the color page editing prompt, it is saved as an editable product color page.
进一步地,所述在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片的步骤,包括:Further, after the step of receiving the preview instruction, the step of saving the product color page as a color page image with an identification code includes:
当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;When the required input box of the color page editing window is detected and the corresponding information is filled in, the preview prompt is output;
当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;When receiving the preview instruction, processing the product color page into a zoom-only picture for information collation;
当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset. The rule generates an identification code and saves the product color page as a color page picture with the identification code.
进一步地,所述当接收到分享指令时,将所述彩页图片推送至云端或客户终端,以实现保险产品的交易和即时交互的步骤,包括:Further, when the sharing instruction is received, the color page picture is pushed to the cloud or the client terminal to implement the transaction and instant interaction of the insurance product, including:
当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
本申请进一步提出一种终端,该终端包括第一存储器、第一处理器及存储于所述第一存储器并在所述第一处理器上运行的第一保险产品的推送程序,所述第一保险产品的推送程序被所述第一处理器执行时实现如上所述的保险产品的推送方法的步骤。The present application further provides a terminal, the terminal including a first memory, a first processor, and a push program of the first insurance product stored in the first memory and running on the first processor, the first The step of pushing the insurance product as described above when the push program of the insurance product is executed by the first processor.
本申请还提出一种客户终端,该客户终端包括第二存储器、第二处理器及存储于所述第二存储器并在所述第二处理器上运行的第二保险产品的推送程序,所述第二保险产品的推送程序被所述第二处理器执行时实现如下操作:The present application also provides a client terminal including a second memory, a second processor, and a push program of a second insurance product stored in the second memory and running on the second processor, When the push program of the second insurance product is executed by the second processor, the following operations are implemented:
当接收到终端推送的带识别码的彩页图片时,检测客户终端的运行状态;When receiving the color page picture with the identification code pushed by the terminal, detecting the running status of the client terminal;
当所述客户终端处于唤醒状态时,获取所述彩页图片的读取权限,并在获取到所述读取权限后识别所述彩页图片中的识别码;Obtaining a read permission of the color page picture when the client terminal is in an awake state, and identifying an identification code in the color page picture after acquiring the read permission;
根据所述识别码指向的链接地址链接至保险产品的交易界面进行保险产品的线上交易,并根据所述彩页图片或识别码中的通讯方式实现即时交互。Performing an online transaction of the insurance product according to the link address pointed to by the identification code to the transaction interface of the insurance product, and realizing the instant interaction according to the communication mode in the color page picture or the identification code.
进一步地,所述第二保险产品的推送程序被所述第二处理器执行时还实现如下操作:Further, when the pushing program of the second insurance product is executed by the second processor, the following operations are also implemented:
当所述客户终端处于待机状态时,输出语音或震动提示。When the client terminal is in the standby state, a voice or vibration prompt is output.
本申请还提出一种保险产品的推送系统,该保险产品的推送系统包括:The application also proposes a push system for an insurance product, the push system of the insurance product comprising:
如上所述的终端,执行带识别码的彩页图片的编辑和推送;The terminal as described above performs editing and pushing of the color page picture with the identification code;
如上所述的客户终端,根据所述终端推送的彩页图片实现保险产品的交易和即时交互。The client terminal as described above implements transaction and instant interaction of the insurance product according to the color page picture pushed by the terminal.
本申请还提出一种存储介质,该存储介质存储有保险产品的推送程序,所述保险产品的推送程序被处理器执行时实现如上所述的保险产品的推送方法的步骤。The present application also proposes a storage medium storing a push program of an insurance product, the push program of the insurance product being executed by the processor to implement the steps of the push method of the insurance product as described above.
本申请的保险产品的推送方法、系统、终端、客户终端及存储介质,用于在终端执行带识别码的彩页图片的编辑和推送,以便在客户终端实现保险产品的线上交易和即时交互,具体操作为:当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口,获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页,然后在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片,最后在接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。该保险产品的推送方法通过将保险产品编辑为带识别码的彩页图片,再将所述彩页图片推送至云端或客户终端实现保险产品的线上交易,避免了现有保险产品的链接地址在转发过程中被篡改的可能,提高了保险产品在网络销售中的安全性,而且通过所述彩页图片可以与业务人员实现即时交互,便于用户咨询相关的专业知识,提高了客户与业务人员之间的交互性。The push method, system, terminal, client terminal and storage medium of the insurance product of the present application are used for executing editing and pushing of the color page picture with the identification code in the terminal, so as to realize online transaction and instant interaction of the insurance product in the client terminal. The specific operation is: when receiving the color page editing instruction, popping up the color page editing window on the display interface of the terminal, obtaining an editing operation in the color page editing window, generating a corresponding product color page, and then receiving a preview instruction After that, the product color page is saved as a color page image with an identification code, and finally, when receiving the sharing instruction, the color page image is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product. The pushing method of the insurance product avoids the link address of the existing insurance product by editing the insurance product into a color page picture with an identification code, and then pushing the color picture picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product. The possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
附图说明DRAWINGS
为了更清楚地说明本申请实施例或现有技术中的技术方案,下面将对实施例或现有技术描述中所需要使用的附图作简单地介绍,显而易见地,下面描述中的附图仅仅是本申请的一些实施例,对于本领域普通技术人员来讲,在不付出创造性劳动的前提下,还可以根据这些附图示出的结构获得其他的附图。In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings to be used in the embodiments or the prior art description will be briefly described below. Obviously, the drawings in the following description are only It is a certain embodiment of the present application, and other drawings can be obtained according to the structures shown in the drawings without any creative work for those skilled in the art.
图1为本申请的保险产品的推送方法一实施例的流程图;1 is a flow chart of an embodiment of a method for pushing an insurance product according to the present application;
图2为图1中步骤S10的具体流程图;2 is a specific flowchart of step S10 in FIG. 1;
图3为图1中步骤S20的具体流程图;3 is a specific flowchart of step S20 in FIG. 1;
图4为图1中步骤S30的具体流程图;4 is a specific flowchart of step S30 in FIG. 1;
图5为图1中步骤S40的具体流程图;FIG. 5 is a specific flowchart of step S40 in FIG. 1;
图6为本申请的保险产品的推送系统一实施例的结构示意图;6 is a schematic structural diagram of an embodiment of a push system for an insurance product according to the present application;
图7为本申请的终端一实施例的结构示意图;7 is a schematic structural diagram of a terminal according to an embodiment of the present application;
图8为本申请的客户终端一实施例的结构 示意图。FIG. 8 is a schematic structural diagram of an embodiment of a client terminal according to the present application.
本申请目的的实现、功能特点及优点将结合实施例,参照附图做进一步说明。The implementation, functional features and advantages of the present application will be further described with reference to the accompanying drawings.
具体实施方式Detailed ways
应当理解,此处所描述的具体实施例仅仅用以解释本申请,并不用于限定本申请。It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.
终端可以以各种形式来实施。例如,本申请中描述的终端可以包括诸如手机、平板电脑、笔记本电脑、掌上电脑、个人数字助理(Personal Digital Assistant,PDA)、便捷式媒体播放器(Portable Media Player,PMP)、导航装置、可穿戴设备、智能手环、计步器等。The terminal can be implemented in various forms. For example, the terminal described in this application may include, for example, a mobile phone, a tablet, a laptop, a palmtop, a personal digital assistant (Personal) Digital Assistant, PDA), Portable Media Player (Portable Media) Player, PMP), navigation device, wearable device, smart bracelet, pedometer, etc.
后续描述中将以终端为例进行说明,本领域技术人员将理解的是,除了特别用于移动目的的元件之外,根据本申请的实施方式的构造也能够应用于固定类型的终端。In the following description, the terminal will be described as an example, and those skilled in the art will understand that the configuration according to the embodiment of the present application can be applied to a terminal of a fixed type in addition to an element particularly for mobile purposes.
如图7所示,该终端300可以包括:第一处理器3001,例如CPU,网络接口3004,用户接口3003,第一存储器3005,通信总线3002。其中,通信总线3002用于实现这些组件之间的连接通信。As shown in FIG. 7, the terminal 300 may include a first processor 3001, such as a CPU, a network interface 3004, a user interface 3003, a first memory 3005, and a communication bus 3002. Among them, the communication bus 3002 is used to implement connection communication between these components.
本领域技术人员可以理解,图1中示出的硬件结构并不构成对终端300的限定,可以包括比图示更多或更少的部件,或者组合某些部件,或者不同的部件布置。Those skilled in the art will appreciate that the hardware structure illustrated in FIG. 1 does not constitute a limitation to terminal 300, and may include more or fewer components than those illustrated, or some components may be combined, or different component arrangements.
本申请实施例的主要解决方案是:当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口,获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页,然后在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片,最后在接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The main solution of the embodiment of the present application is: when receiving the color page editing instruction, popping up the color page editing window on the display interface of the terminal, obtaining an editing operation in the color page editing window, generating a corresponding product color page, and then After receiving the preview instruction, the product color page is saved as a color page picture with an identification code, and finally, when receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize the online of the insurance product. Trading and instant interaction.
如图7所示,作为一种计算机存储机制的第一存储器3005中可以包括操作系统、无线通信模块、及保险产品的推送程序。As shown in FIG. 7, a first memory 3005 as a computer storage mechanism may include an operating system, a wireless communication module, and a push program of an insurance product.
在图7所示的终端300中,终端300的网络接口3004主要用于连接后台服务器或大数据云端,与后台服务器或大数据云端进行数据通信;用户结构3003主要用于连接用户端,与用户端进行数据通信;In the terminal 300 shown in FIG. 7, the network interface 3004 of the terminal 300 is mainly used to connect to the background server or the big data cloud, and performs data communication with the background server or the big data cloud; the user structure 3003 is mainly used to connect the user end with the user. Data communication;
当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;When receiving the color page editing instruction, the color page editing window pops up on the display interface of the terminal;
获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;Obtaining an editing operation in the color page editing window to generate a corresponding product color page;
在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;After receiving the preview instruction, saving the product color page as a color page image with an identification code;
当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。When receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
进一步地,第一处理器3001还可以调用第一存储器3005中存储的第一保险产品的推送程序执行以下操作:Further, the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;When detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。When receiving the confirmation command, a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
进一步地,第一处理器3001还可以调用第一存储器3005中存储的第一保险产品的推送程序执行以下操作:Further, the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;Obtaining a color page type selection operation in the color page editing window, and capturing a color page editing template in the color page database that matches the selected color page type;
获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;Obtaining the employee authentication information of the color page editing template according to the color page editing prompt, obtaining the business authority of the employee according to the employee authentication information, and importing the insurance product information in the business authority into the color page editing template;
根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。After importing the communication method matching the employee authentication information according to the color page editing prompt, it is saved as an editable product color page.
进一步地,第一处理器3001还可以调用第一存储器3005中存储的第一保险产品的推送程序执行以下操作:Further, the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;When the required input box of the color page editing window is detected and the corresponding information is filled in, the preview prompt is output;
当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;When receiving the preview instruction, processing the product color page into a zoom-only picture for information collation;
当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset. The rule generates an identification code and saves the product color page as a color page picture with the identification code.
进一步地,第一处理器3001还可以调用第一存储器3005中存储的第一保险产品的推送程序执行以下操作:Further, the first processor 3001 may further invoke a push program of the first insurance product stored in the first memory 3005 to perform the following operations:
当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
本申请进一步提出一种保险产品的推送方法。The application further proposes a method for pushing an insurance product.
参照图1,图1为本申请的保险产品的推送方法一实施例的流程图。Referring to FIG. 1, FIG. 1 is a flow chart of an embodiment of a method for pushing an insurance product according to the present application.
在本实施例中,该保险产品的推送方法包括以下步骤:In this embodiment, the pushing method of the insurance product includes the following steps:
S10:当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;S10: when receiving the color page editing instruction, popping up the color page editing window on the display interface of the terminal;
在本实施例中,在利用网络平台销售保险产品时,业务人员可以基于终端(如PC端或移动终端)对负责的保险产品进行彩页编辑,所述终端在业务人员执行操作时,能够获取业务员执行的编辑操作或预设动作,如当业务员在电脑、手机或平板等终端上打开彩页编辑应用程序时,终端在获取到业务员相应的启动操作时,生成彩页编辑指令,然后根据预置程序调用彩页数据库中的彩页,并弹出包括不同类型的彩页信息的彩页编辑窗口,以供业务员选择所需类型的彩页进行保险产品和个人信息的内容编辑。In this embodiment, when the insurance product is sold by using the network platform, the service personnel can perform color page editing on the responsible insurance product based on the terminal (such as the PC end or the mobile terminal), and the terminal can obtain the operation when the business personnel perform the operation. The editing operation or the preset action performed by the salesperson, for example, when the salesperson opens the color page editing application on the terminal such as a computer, a mobile phone or a tablet, the terminal generates a color page editing instruction when acquiring the corresponding startup operation of the salesperson. Then, the color page in the color page database is called according to the preset program, and a color page editing window including different types of color page information is popped up, so that the salesperson selects a color page of a desired type to edit the content of the insurance product and the personal information.
S20:获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;S20: Acquire an editing operation in the color page editing window to generate a corresponding product color page;
在获取到业务员针对彩页类型的选择操作后,可以启动彩页编辑提示程序,提示业务员进行彩页编辑操作,如该业务员销售的是健康险产品,则该业务员在进行彩页编辑时,可以优先对该彩页的主题名称进行编辑(如“平安e生保”),然后将该健康险产品的信息编辑至该彩页中,并且可以加入业务员的个人标识,以便在客户通过该彩页购买该款健康险产品时,可以直接链接到该业务员的业务统计核算中,所述个人标识包括业务员的姓名、工作部门、工号、通讯方式以及照片,所述保险产品信息包括产品名称、简要说明、保费、保障范围、承诺说明及链接地址,在业务员根据编辑提示完成个人信息和保险产品信息的编辑后,可以点击“确定”或“OK”选项完成编辑内容的保存,所述终端可以基于操控界面或外设终端获取业务员的编辑操作,生成对应的产品彩页。After obtaining the selection operation of the salesperson for the color page type, the color page editing prompting program may be started, and the salesperson is prompted to perform the color page editing operation. If the salesperson sells the health insurance product, the salesperson is working on the coloring page. When editing, the theme name of the color page can be edited first (such as “Ping An E-Life Insurance”), then the information of the health insurance product is edited into the color page, and the personal identification of the salesperson can be added to the customer. When the health insurance product is purchased through the color page, it may be directly linked to the business statistics of the salesperson, where the personal identification includes the name of the salesperson, the work department, the job number, the communication method, and the photo, the insurance product. The information includes the product name, brief description, premium, coverage, commitment description and link address. After the salesperson completes the editing of personal information and insurance product information according to the editing prompt, you can click the “OK” or “OK” option to complete the editing. Saving, the terminal may acquire a salesman's editing operation based on the manipulation interface or the peripheral terminal, and generate a corresponding Product Brochure.
S30:在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;S30: after receiving the preview instruction, saving the product color page as a color page image with an identification code;
在业务员完成彩页必填内容的编辑之后,可以点击预览选项,实现对彩页已编辑信息的预览,以此来检查编辑内容是否存在错误,所述终端在基于操控界面或外设终端获取到业务员的预览操作时,将生成的产品彩页处理成仅供缩放的图片以便于对彩页编辑窗口的已编辑信息进行校验核对,在确认已编辑信息无误后,可以进一步在接收到保存指令时,将保险产品信息中的链接地址按照预设编码规则生成可以识别读取的识别码,如条形码、二维码等,同时为了方便后续客户可以更好地与业务员直接沟通或及时交互,还可以将业务员的通讯方式等信息与保险产品的链接地址一并处理成可识别读取的识别码,最后将所述识别码以及彩页编辑窗口中的其他信息保存为无法进行编辑的彩页图片,以防止保险产品的链接地址在转发过程中被篡改,提高了保险产品销售的安全性。After the salesman completes the editing of the required content of the coloring page, the preview option can be clicked to preview the edited information of the coloring page, thereby checking whether the editing content has an error, and the terminal is obtained based on the manipulation interface or the peripheral terminal. When the preview operation of the salesperson is performed, the generated product color page is processed into a zoom-only image to facilitate verification check of the edited information of the color page editing window, and after confirming that the edited information is correct, the content can be further received. When the instruction is saved, the link address in the insurance product information is generated according to the preset encoding rule to generate an identification code that can be read and read, such as a barcode, a two-dimensional code, etc., and at the same time, in order to facilitate subsequent customers, the customer can directly communicate with the salesperson or promptly. The interaction can also process the information such as the communication mode of the salesperson and the link address of the insurance product into an identifiable read identification code, and finally save the identification code and other information in the color page editing window as being impossible to edit. Color page image to prevent the insurance product's link address from being tampered with during the forwarding process, improving the insurance product The sale of the security.
S40:当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。S40: When receiving the sharing instruction, push the color page picture to the cloud or the client terminal to implement online transaction and instant interaction of the insurance product.
在将保险产品的彩页图片保存至终端的本地存储器,如PC端的硬盘或移动终端的RAM(Read Only Memory,只读存储器)时,终端会获取到该保存动作,基于此,终端可以推送是否分享该彩页图片的提示,当业务员通过触控或鼠标点击“分享”选项时,终端会弹出分享途径信息,如分享至云端或分享至客户终端,例如,在使用手机微信对所述保险产品彩页进行编辑后通过预览功能对已编辑信息进行核对,在核对无误后,通过右上角的分享选项进行客户终端转发或朋友圈(云端)分享。在其他实施例中,还可以使用其他App进行彩页编辑,然后将预览无误后的彩页图片通过分享界面的“发给客户选项”或其他分享图标发送至云端或客户终端,以便客户根据终端推送的彩页图片实现保险产品的线上交易和即时交互。Save the color page image of the insurance product to the local storage of the terminal, such as the hard disk of the PC or the RAM of the mobile terminal (Read Only) Memory, read-only memory), the terminal will get the save action, based on this, the terminal can push whether to share the prompt of the color page picture, when the salesperson clicks the "share" option by touch or mouse, the terminal will pop up sharing Path information, such as sharing to the cloud or sharing to the client terminal, for example, after editing the insurance product color page using the mobile phone WeChat, the edited information is checked by the preview function, and after the check is correct, the sharing option in the upper right corner is adopted. Perform client terminal forwarding or friend circle (cloud) sharing. In other embodiments, other applications may also be used for color page editing, and then the previewed color page image is sent to the cloud or client terminal through the “send to customer option” or other sharing icon of the sharing interface, so that the customer can use the terminal according to the terminal. Pushed color page images enable online trading and instant interaction of insurance products.
本实施例的保险产品的推送方法,用于在终端执行带识别码的彩页图片的编辑和推送,以便在客户终端实现保险产品的线上交易和即时交互,具体操作为:当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口,获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页,然后在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片,最后在接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。该保险产品的推送方法通过将保险产品编辑为带识别码的彩页图片,再将所述彩页图片推送至云端或客户终端实现保险产品的线上交易,避免了现有保险产品的链接地址在转发过程中被篡改的可能,提高了保险产品在网络销售中的安全性,而且通过所述彩页图片可以与业务人员实现即时交互,便于用户咨询相关的专业知识,提高了客户与业务人员之间的交互性。The method for pushing the insurance product of the embodiment is used for performing editing and pushing of the color page picture with the identification code in the terminal, so as to implement online transaction and instant interaction of the insurance product in the client terminal, the specific operation is: when receiving the color When the page editing instruction is executed, a color page editing window is popped up on the display interface of the terminal, an editing operation in the color page editing window is acquired, a corresponding product color page is generated, and then the product color page is saved after receiving the preview instruction. For the color page picture with the identification code, finally, when receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product. The pushing method of the insurance product avoids the link address of the existing insurance product by editing the insurance product into a color page picture with an identification code, and then pushing the color picture picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product. The possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
进一步地,参照图2,基于上述实施例的保险产品的推送方法,步骤S10,包括:Further, referring to FIG. 2, based on the pushing method of the insurance product according to the above embodiment, step S10 includes:
S11:当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;S11: when detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
在本实施例中,彩页编辑可以基于装载于终端的应用程序开始,也可以基于终端的彩页编辑程序启动,如预先在终端的第一存储器中写入单击或双击彩页编辑程序的预设操作映射启动该彩页编辑程序的控制指令,或者预先在终端的第一存储器中写入单击或双击其他应用程序的彩页编辑功能的预设操作映射启动该应用程序的彩页编辑功能的控制指令,则在所述终端检测到在显示界面执行预设操作时,基于预设程序输出是否进行彩页编辑的提示,该提示可以是文字窗口提示,也可以是语音提示。In this embodiment, the color page editing may be started based on an application loaded in the terminal, or may be initiated based on the color page editing program of the terminal, such as writing a click or double-click color page editing program in the first memory of the terminal in advance. The preset operation map starts the control instruction of the color page editing program, or pre-sets the color page editing of the application by clicking or double-clicking the preset operation mapping of the color page editing function of another application in the first memory of the terminal. The control command of the function, when the terminal detects that the preset operation is performed on the display interface, outputs a prompt for color page editing based on the preset program, and the prompt may be a text window prompt or a voice prompt.
S12:当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。S12: When receiving the confirmation instruction, generate a color page editing instruction, and pop up a color page editing window on the display interface.
当接收到用户的确认指令时,生成相应的彩页编辑指令,启动所述彩页编辑程序或彩页编辑功能,并在所述显示界面弹出彩页编辑窗口,以便进行彩页编辑操作。When receiving the confirmation instruction of the user, generating a corresponding color page editing instruction, starting the color page editing program or the color page editing function, and popping up the color page editing window on the display interface for performing the color page editing operation.
进一步地,参照图3,基于上述实施例的保险产品的推送方法,步骤S20,包括:Further, referring to FIG. 3, based on the pushing method of the insurance product according to the above embodiment, step S20 includes:
S21:获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;S21: Obtain a color page type selection operation in the color page editing window, and retrieve a color page editing template in the color page database that matches the selected color page type;
在本实施例中,为了便于业务员对彩页图片进行编辑,在所述彩页编辑窗口弹出后,同步弹出可供选择的多种彩页类型,业务员可以基于鼠标等外设终端或终端的显示界面进行彩页类型的选择,所述终端在获取到在所述彩页编辑窗口的彩页类型的选择操作时,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板,方便业务员进行彩页图片的编辑操作。In this embodiment, in order to facilitate the salesperson to edit the color page picture, after the color page editing window pops up, a plurality of color page types that can be selected are synchronously popped, and the salesperson can be based on a peripheral terminal or terminal such as a mouse. The display interface performs a selection of a color page type, and the terminal retrieves a color page editing template matching the selected color page type in the color page database when acquiring a color page type selection operation in the color page editing window. It is convenient for the salesman to edit the color page picture.
S22:获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;S22: Acquire employee authentication information inputting the color page editing template according to the color page editing prompt, obtain the business authority of the employee according to the employee authentication information, and import the insurance product information in the business authority into the color page editing template. ;
在彩页图片的编辑过程中,在调取彩页编辑模板后,会同步启动彩页编辑提示程序,提示业务员按照彩页编辑提示输入相关信息,如在业务员根据彩页编辑提示输入员工认证信息时,终端会同步获取到输入所述彩页编辑模板的员工认证信息,进而根据所述员工认证信息获取该员工的业务权限,然后将其权限范围内的保险产品信息导入所述彩页编辑模板。In the editing process of the color page picture, after the color page editing template is retrieved, the color page editing prompting program is started synchronously, prompting the salesperson to input relevant information according to the color page editing prompt, for example, the salesperson inputs the employee according to the color page editing prompt. When authenticating the information, the terminal synchronously obtains the employee authentication information input to the color page editing template, and further obtains the employee's business authority according to the employee authentication information, and then imports the insurance product information within the scope of the authority into the color page. Edit the template.
S23:根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。S23: After importing the communication mode matching the employee authentication information according to the color page editing prompt, save the edited product color page.
此外,为了提高业务员与客户之间的交互性,所述彩页编辑提示程序会继续提示导入与所述员工认证信息匹配的通讯方式,最后在检测到与所述员工认证信息匹配的通讯方式导入所述彩页编辑模板后,将所述彩页编辑模板保存为可编辑的产品彩页,以便于后续的修改或增加输入信息的操作。In addition, in order to improve the interaction between the salesperson and the customer, the color page editing prompting program will continue to prompt to import the communication mode matching the employee authentication information, and finally, the communication mode matching the employee authentication information is detected. After importing the color page editing template, the color page editing template is saved as an editable product color page, so as to facilitate subsequent modification or increase the operation of inputting information.
进一步地,参照图4,基于上述实施例的保险产品的推送方法,步骤S30,包括:Further, referring to FIG. 4, based on the pushing method of the insurance product according to the above embodiment, step S30 includes:
S31:当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;S31: when the required input box of the color page editing window is detected, the preview prompt is output;
在本实施例中,终端实时检测彩页编辑窗口的已编辑信息,当检测到彩页编辑窗口的必填输入框均填入符合彩页编辑模板的编辑规则的信息时,输出是否预览的提示,当接收到延迟指令或预设时长内未接收到指令信息时,维持当前产品彩页的可编辑模式,以供业务员修改彩页编辑窗口的已编辑信息或增加信息录入。In this embodiment, the terminal detects the edited information of the color page editing window in real time, and when it is detected that the required input box of the color page editing window is filled with the information of the editing rule that conforms to the color page editing template, the prompt of whether to preview is output. When the delay instruction is received or the instruction information is not received within the preset duration, the editable mode of the current product color page is maintained for the salesperson to modify the edited information of the color page editing window or to increase the information entry.
S32:当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;S32: when receiving the preview instruction, processing the product color page into a zoom-only picture for information verification;
当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片,以便业务员进行信息核对,保证产品彩页中信息的正确性。When receiving the preview instruction, the product color page is processed into a zoom-only picture, so that the salesperson can check the information to ensure the correctness of the information in the product color page.
S33:当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。S33: When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the link address of the insurance product and the employee authentication information is pre-pressed. The encoding rule generates an identification code, and saves the product color page as a color page image with the identification code.
在所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按照预设编码规则生成识别码,或者将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,同时讲所述产品彩页保存为带有所述识别码的彩页图片,以避免保险产品的链接地址或业务员的联系方式在转发过程中被篡改,提高了保险产品在推送过程中的安全性。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset code. The rule generates an identification code, and at the same time, the product color page is saved as a color page picture with the identification code, so as to prevent the link address of the insurance product or the contact information of the salesperson from being tampered with during the forwarding process, thereby improving the insurance product in the Security during the push process.
进一步地,参照图5,基于上述实施例的保险产品的推送方法,步骤S40,包括:Further, referring to FIG. 5, based on the pushing method of the insurance product according to the above embodiment, step S40 includes:
S41:当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;S41: When detecting a color page picture with an identification code according to the local scan instruction, outputting a prompt for sharing;
在本实施例中,可以在系统中预设一每间隔预设时长扫描本地存储信息的本地扫描程序,根据该本地扫描程序每间隔所述预设时长生成一本地扫描指令,以对本地存储信息进行获取。在将保险产品的彩页图片保存至终端的本地存储器,如PC端的硬盘或移动终端的ROM(Read Only Memory,只读存储器)时,终端会根据所述本地扫描指令检测到保存至本地存储器的带识别码的彩页图片,基于此,终端可以推送是否分享该彩页图片的提示。In this embodiment, a local scanning program for scanning local storage information every preset time interval may be preset in the system, and a local scanning instruction is generated according to the preset scanning duration of the local scanning program to store information locally. Get it. Save the color page image of the insurance product to the local storage of the terminal, such as the hard disk of the PC or the ROM of the mobile terminal (Read Only In the case of a memory (read only memory), the terminal detects a color page image with an identification code saved to the local memory according to the local scan command, and based on this, the terminal can push a prompt for sharing the color page image.
S42:当接收到分享途径信息时,生成对应的分享指令;S42: When receiving the sharing path information, generate a corresponding sharing instruction;
当业务员通过触控或鼠标点击“分享”选项时,终端会弹出分享途径信息,如分享至云端或分享至客户终端,根据业务员选择的不同的分享途径,系统会生成不一样的分享指令,如接收到分享至云端的信息时,生成第一分享指令;接收到分享至客户终端的信息时,生成第二分享指令。When the salesperson clicks the “Share” option by touch or mouse, the terminal will pop up the sharing path information, such as sharing to the cloud or sharing to the client terminal. According to different sharing paths selected by the salesperson, the system will generate different sharing instructions. If the information shared to the cloud is received, the first sharing instruction is generated; when the information shared to the client terminal is received, the second sharing instruction is generated.
S43:根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。S43: Push the color page picture to the cloud or the client terminal according to the sharing instruction to implement online transaction and instant interaction of the insurance product.
在根据业务员不同的选择动作生成第一分享指令或第二分享指令后,根据所述第一分享指令或第二分享指令将携带有保险产品信息和业务员标识信息的彩页图片推送至与云端或客户终端,以便客户基于所述云端或客户终端获取所述彩页图片,进而实现保险产品的线上交易和即时交互,避免了现有保险产品的链接地址在转发过程中被篡改的可能,提高了保险产品在网络销售中的安全性,而且通过所述彩页图片可以与业务人员实现即时交互,便于用户咨询相关的专业知识,提高了客户与业务人员之间的交互性。After the first sharing instruction or the second sharing instruction is generated according to the different selection actions of the salesperson, the color page picture carrying the insurance product information and the salesperson identification information is pushed to and according to the first sharing instruction or the second sharing instruction. The cloud or the client terminal, so that the customer obtains the color page picture based on the cloud or the client terminal, thereby implementing online transaction and instant interaction of the insurance product, thereby avoiding the possibility that the link address of the existing insurance product is tampered with during the forwarding process. The security of the insurance product in the network sales is improved, and the color page picture can be used to realize real-time interaction with the business personnel, so that the user can consult relevant professional knowledge and improve the interaction between the customer and the business person.
需要说明的是,本领域普通技术人员可以理解实现上述实施例的全部或部分步骤可以通过硬件来完成,也可以通过程序来指令相关的硬件完成,所述的程序可以存储于一种计算机可读存储介质中,上述提到的存储介质可以是只读存储器,磁盘或光盘等。It should be noted that those skilled in the art can understand that all or part of the steps of implementing the above embodiments may be completed by hardware, or may be instructed by a program to execute related hardware, and the program may be stored in a computer readable state. In the storage medium, the above-mentioned storage medium may be a read only memory, a magnetic disk or an optical disk or the like.
请参阅图8,其为实现本申请各个实施例的一种客户终端的硬件结构示意图,该客户终端100可以包括:蓝牙模块101、WiFi模块102、音频输出单元103、A/V(音频/视频)输入单元104、传感器105、显示单元106、用户输入单元107、接口单元108、第二存储器109、第二处理器110、以及电源111等部件。本领域技术人员可以理解,图8中示出的客户终端结构并不构成对客户终端的限定,客户终端可以包括比图示更多或更少的部件,或者组合某些部件,或者不同的部件布置。Please refer to FIG. 8 , which is a schematic structural diagram of hardware of a client terminal for implementing various embodiments of the present application. The client terminal 100 may include: a Bluetooth module 101 , a WiFi module 102 , an audio output unit 103 , and an A/V (audio/video). The input unit 104, the sensor 105, the display unit 106, the user input unit 107, the interface unit 108, the second memory 109, the second processor 110, and the power source 111 and the like. It will be understood by those skilled in the art that the client terminal structure shown in FIG. 8 does not constitute a limitation to the client terminal, and the client terminal may include more or less components than those illustrated, or combine some components, or different components. Arrangement.
本申请进一步提出一种客户终端100,参照图8,该客户终端100包括第二存储器109、第二处理器110及存储于所述第二存储器109并在所述第二处理器110上运行的第二保险产品的推送程序,该第二保险产品的推送程序被所述第二处理器110执行时实现如下操作:The present application further provides a client terminal 100. Referring to FIG. 8, the client terminal 100 includes a second memory 109, a second processor 110, and is stored in the second memory 109 and runs on the second processor 110. The pushing program of the second insurance product, when the pushing program of the second insurance product is executed by the second processor 110, implements the following operations:
当接收到终端推送的带识别码的彩页图片时,检测客户终端的运行状态;When receiving the color page picture with the identification code pushed by the terminal, detecting the running status of the client terminal;
当所述客户终端处于唤醒状态时,获取所述彩页图片的读取权限,并在获取到所述读取权限后识别所述彩页图片中的识别码;Obtaining a read permission of the color page picture when the client terminal is in an awake state, and identifying an identification code in the color page picture after acquiring the read permission;
根据所述识别码指向的链接地址链接至保险产品的交易界面进行保险产品的线上交易,并根据所述彩页图片或识别码中的通讯方式实现即时交互。Performing an online transaction of the insurance product according to the link address pointed to by the identification code to the transaction interface of the insurance product, and realizing the instant interaction according to the communication mode in the color page picture or the identification code.
在本实施例中,在终端将保险产品的彩页图片推送至云端或客户终端后,客户终端可以基于终端的直接推送接收所述彩页图片,此外,客户终端也可以从云端获取所述彩页图片,例如通过微信朋友圈、公众号、QQ空间、或微博进行推送,在客户终端关注所述微信朋友圈、公众号、QQ空间、或微博账号时,可以接收到所述终端推送至微信朋友圈、公众号、QQ空间、或微博的彩页图片,当接收到所述终端推动的带识别码的彩页图片时,需要检测客户终端的运行状态,由于客户终端可以处于唤醒状态,也可能处于待机状态,二挡所述客户终端处于唤醒状态时,可以直接获取所述彩页图片的读取权限,该读取权限可以由装载于客户终端的具有识别码读取功能的App应用获取,当获取到所述读取权限后,识别所述彩页图片中的识别码,如在微信朋友圈接收到终端推送的所述彩页图片后可以由微信读取所述识别码,或者将所述识别码保存至本地存储器后由其他应用如支付宝或微博等进行识别读取,当所述识别码被读取识别后,基于所述识别码指代的链接地址链接至保险产品的交易界面进行保险产品的线上交易,所述识别码优选为二维码。In this embodiment, after the terminal pushes the color page image of the insurance product to the cloud or the client terminal, the client terminal may receive the color page image based on the direct push of the terminal, and further, the client terminal may also obtain the color from the cloud. The page picture, for example, is pushed through a WeChat friend circle, a public number, a QQ space, or a microblog. When the client terminal pays attention to the WeChat friend circle, the public number, the QQ space, or the Weibo account, the terminal push may be received. When the color picture of the WeChat friend circle, the public number, the QQ space, or the Weibo is received, when receiving the color page image with the identification code pushed by the terminal, it is necessary to detect the running status of the client terminal, because the client terminal can be awake The status may also be in a standby state. When the second terminal of the client terminal is in the awake state, the read permission of the color page picture may be directly obtained, and the read permission may be performed by the identification terminal reading function loaded on the client terminal. App application acquisition, after obtaining the read permission, identifying the identification code in the color page picture, such as receiving the terminal in the WeChat friend circle After the color page picture is sent, the identification code may be read by WeChat, or the identification code may be saved to a local memory and then read and read by other applications such as Alipay or Weibo, when the identification code is read. After the identification, the online transaction of the insurance product is performed based on the link address indicated by the identification code and linked to the transaction interface of the insurance product, and the identification code is preferably a two-dimensional code.
此外,客户基于该保险产品存在需要咨询的相关问题时,还可以根据彩页图片或识别码中的通讯方式与负责该保险产品的业务员实现即时交互,以获得更好的用户体验,提高交互性。In addition, when the customer has relevant questions that need to be consulted based on the insurance product, the customer can also perform real-time interaction with the salesperson responsible for the insurance product according to the communication mode in the color picture or the identification code to obtain a better user experience and improve the interaction. Sex.
进一步地,所述第二保险产品的推送程序被所述第二处理器110执行时还实现如下操作:Further, when the pushing program of the second insurance product is executed by the second processor 110, the following operations are also implemented:
当所述客户终端处于待机状态时,输出语音或震动提示。When the client terminal is in the standby state, a voice or vibration prompt is output.
在本实施例中,所述终端将彩页图片推送至客户终端时,所述客户终端处于待机状态,因此,客户无法通过客户终端直接获取到所述彩页图片,为了提高反馈性,当所述客户终端处于待机状态时,输出语音或震动提示,以便客户终端及时根据所述终端推送的彩页图片,实现保险产品的线上交易。In this embodiment, when the terminal pushes the color page picture to the client terminal, the client terminal is in a standby state, and therefore, the client cannot directly obtain the color page picture through the client terminal, in order to improve feedback, When the client terminal is in the standby state, the voice or vibration prompt is output, so that the client terminal can realize the online transaction of the insurance product according to the color page picture pushed by the terminal in time.
参照图6,本申请还提出一种保险产品的推送系统,该推送系统包括:Referring to FIG. 6, the present application further provides a push system for an insurance product, the push system comprising:
如上所述的终端300,执行带识别码的彩页图片的编辑和推送;The terminal 300 as described above performs editing and pushing of a color page picture with an identification code;
如上所述的客户终端100,根据所述终端推送的彩页图片实现保险产品的交易和即时交互。The client terminal 100 as described above implements transaction and instant interaction of the insurance product according to the color page picture pushed by the terminal.
在本实施例中,该保险产品的推送系统包括终端和客户终端,所述终端用于在接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口,获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页,然后在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片,最后在接收到分享指令时,将所述彩页图片推送至客户终端,以便客户在客户终端实现保险产品的线上交易和即时交互。该保险产品的推送系统通过将保险产品编辑为带识别码的彩页图片,再将所述彩页图片推送至云端或客户终端实现保险产品的线上交易,避免了现有保险产品的链接地址在转发过程中被篡改的可能,提高了保险产品在网络销售中的安全性,而且通过所述彩页图片可以与业务人员实现即时交互,便于用户咨询相关的专业知识,提高了客户与业务人员之间的交互性。In this embodiment, the push system of the insurance product includes a terminal and a client terminal, and the terminal is configured to pop up a color page editing window on the display interface of the terminal when the color page editing instruction is received, to obtain the color page editing The editing operation of the window generates a corresponding product color page, and then, after receiving the preview instruction, saves the product color page as a color page image with an identification code, and finally, when receiving the sharing instruction, the color page image is received Pushed to the client terminal so that the customer can implement online transactions and instant interaction of the insurance product at the client terminal. The insurance product push system edits the insurance product into a color page picture with an identification code, and then pushes the color page picture to the cloud or the client terminal to realize online transaction of the insurance product, thereby avoiding the link address of the existing insurance product. The possibility of being tampered with during the forwarding process improves the security of the insurance product in the network sales, and the instant interaction with the business personnel can be realized through the color page picture, so that the user can consult relevant professional knowledge and improve the customer and the business personnel. Interactivity between.
此外,本申请实施例还提出一种存储介质,该存储介质存储有保险产品的推送程序,所述保险产品的推送程序被处理器执行时实现如上所述的保险产品的推送方法的步骤。In addition, the embodiment of the present application further provides a storage medium storing a push program of the insurance product, and the push program of the insurance product is executed by the processor to implement the step of pushing the insurance product as described above.
其中,保险产品的推送程序被执行时所实现的方法可参照本申请保险产品的推送方法的各个实施例,此处不再赘述。For the method implemented when the push program of the insurance product is executed, refer to various embodiments of the push method of the insurance product of the present application, and details are not described herein again.
通过以上的实施方式的描述,本领域的技术人员可以清楚地了解到上述实施例方法可借助软件加必需的通用硬件平台的方式来实现,当然也可以通过硬件,但很多情况下前者是更佳的实施方式。Through the description of the above embodiments, those skilled in the art can clearly understand that 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.
以上仅为本申请的优选实施例,并非因此限制本申请的专利范围,凡是利用本申请说明书及附图内容所作的等效结构或等效流程变换,或直接或间接运用在其他相关的技术领域,均同理包括在本申请的专利保护范围内。The above is only a preferred embodiment of the present application, and is not intended to limit the scope of the patent application, and the equivalent structure or equivalent process transformations made by the specification and the drawings of the present application, or directly or indirectly applied to other related technical fields. The same is included in the scope of patent protection of this application.

Claims (20)

  1. 一种保险产品的推送方法,应用于终端,其特征在于,该推送方法包括以下步骤: A pushing method for an insurance product is applied to a terminal, wherein the pushing method comprises the following steps:
    当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;When receiving the color page editing instruction, the color page editing window pops up on the display interface of the terminal;
    获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;Obtaining an editing operation in the color page editing window to generate a corresponding product color page;
    在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;After receiving the preview instruction, saving the product color page as a color page image with an identification code;
    当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。When receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  2. 根据权利要求1所述的推送方法,其特征在于,所述当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口的步骤,包括:The push method according to claim 1, wherein the step of popping up the color page editing window on the display interface of the terminal when receiving the color page editing instruction comprises:
    当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;When detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
    当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。When receiving the confirmation command, a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
  3. 根据权利要求1所述的推送方法,其特征在于,所述获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页的步骤,包括:The pushing method according to claim 1, wherein the step of acquiring an editing operation in the color page editing window to generate a corresponding product color page comprises:
    获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;Obtaining a color page type selection operation in the color page editing window, and capturing a color page editing template in the color page database that matches the selected color page type;
    获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;Obtaining the employee authentication information of the color page editing template according to the color page editing prompt, obtaining the business authority of the employee according to the employee authentication information, and importing the insurance product information in the business authority into the color page editing template;
    根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。After importing the communication method matching the employee authentication information according to the color page editing prompt, it is saved as an editable product color page.
  4. 根据权利要求3所述的推送方法,其特征在于,所述在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片的步骤,包括:The push method according to claim 3, wherein the step of saving the product color page as a color page image with an identification code after receiving the preview instruction comprises:
    当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;When the required input box of the color page editing window is detected and the corresponding information is filled in, the preview prompt is output;
    当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;When receiving the preview instruction, processing the product color page into a zoom-only picture for information collation;
    当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset. The rule generates an identification code and saves the product color page as a color page picture with the identification code.
  5. 根据权利要求1所述的推送方法,其特征在于,所述当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互的步骤,包括:The push method according to claim 1, wherein when the sharing instruction is received, the color page picture is pushed to the cloud or the client terminal, and the online transaction and the instant interaction of the insurance product are implemented, including :
    当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
    当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
    根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
  6. 根据权利要求4所述的推送方法,其特征在于,所述当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互的步骤,包括:The push method according to claim 4, wherein when the sharing instruction is received, the color page picture is pushed to the cloud or the client terminal, and the online transaction and the instant interaction of the insurance product are implemented, including :
    当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
    当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
    根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
  7. 一种终端,其特征在于,该终端包括第一存储器、第一处理器及存储于所述第一存储器并在所述第一处理器上运行的第一保险产品的推送程序,所述第一保险产品的推送程序被所述第一处理器执行时实现如下操作:A terminal, comprising: a first memory, a first processor, and a push program of a first insurance product stored in the first memory and running on the first processor, the first When the push program of the insurance product is executed by the first processor, the following operations are implemented:
    当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;When receiving the color page editing instruction, the color page editing window pops up on the display interface of the terminal;
    获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;Obtaining an editing operation in the color page editing window to generate a corresponding product color page;
    在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;After receiving the preview instruction, saving the product color page as a color page image with an identification code;
    当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。When receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  8. 根据权利要求7所述的终端,其特征在于,所述第一保险产品的推送程序被所述第一处理器执行时还实现如下操作:The terminal according to claim 7, wherein when the push program of the first insurance product is executed by the first processor, the following operations are further implemented:
    当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;When detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
    当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。When receiving the confirmation command, a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
  9. 根据权利要求7所述的终端,其特征在于,所述第一保险产品的推送程序被所述第一处理器执行时还实现如下操作:The terminal according to claim 7, wherein when the push program of the first insurance product is executed by the first processor, the following operations are further implemented:
    获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;Obtaining a color page type selection operation in the color page editing window, and capturing a color page editing template in the color page database that matches the selected color page type;
    获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;Obtaining the employee authentication information of the color page editing template according to the color page editing prompt, obtaining the business authority of the employee according to the employee authentication information, and importing the insurance product information in the business authority into the color page editing template;
    根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。After importing the communication method matching the employee authentication information according to the color page editing prompt, it is saved as an editable product color page.
  10. 根据权利要求9所述的终端,其特征在于,所述第一保险产品的推送程序被所述第一处理器执行时还实现如下操作:The terminal according to claim 9, wherein the push program of the first insurance product is further executed when executed by the first processor:
    当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;When the required input box of the color page editing window is detected and the corresponding information is filled in, the preview prompt is output;
    当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;When receiving the preview instruction, processing the product color page into a zoom-only picture for information collation;
    当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset. The rule generates an identification code and saves the product color page as a color page picture with the identification code.
  11. 根据权利要求7所述的终端,其特征在于,所述第一保险产品的推送程序被所述第一处理器执行时还实现如下操作:The terminal according to claim 7, wherein when the push program of the first insurance product is executed by the first processor, the following operations are further implemented:
    当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
    当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
    根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
  12. 一种客户终端,其特征在于,该客户终端包括第二存储器、第二处理器及存储于所述第二存储器并在所述第二处理器上运行的第二保险产品的推送程序,所述第二保险产品的推送程序被所述第二处理器执行时实现如下操作:A client terminal, comprising: a second memory, a second processor, and a push program of a second insurance product stored in the second memory and running on the second processor, When the push program of the second insurance product is executed by the second processor, the following operations are implemented:
    当接收到终端推送的带识别码的彩页图片时,检测客户终端的运行状态;When receiving the color page picture with the identification code pushed by the terminal, detecting the running status of the client terminal;
    当所述客户终端处于唤醒状态时,获取所述彩页图片的读取权限,并在获取到所述读取权限后识别所述彩页图片中的识别码;Obtaining a read permission of the color page picture when the client terminal is in an awake state, and identifying an identification code in the color page picture after acquiring the read permission;
    根据所述识别码指向的链接地址链接至保险产品的交易界面进行保险产品的线上交易,并根据所述彩页图片或识别码中的通讯方式实现即时交互。Performing an online transaction of the insurance product according to the link address pointed to by the identification code to the transaction interface of the insurance product, and realizing the instant interaction according to the communication mode in the color page picture or the identification code.
  13. 根据权利要求12所述的客户终端,其特征在于,所述第二保险产品的推送程序被所述第二处理器执行时还实现如下操作:The client terminal according to claim 12, wherein the push program of the second insurance product is further executed when executed by the second processor:
    当所述客户终端处于待机状态时,输出语音或震动提示。When the client terminal is in the standby state, a voice or vibration prompt is output.
  14. 一种保险产品的推送系统,其特征在于,该保险产品的推送系统包括:A push system for an insurance product, characterized in that the push system of the insurance product comprises:
    如权利要求7所述的终端,执行带识别码的彩页图片的编辑和推送;The terminal of claim 7, performing editing and pushing of the color page picture with the identification code;
    如权利要求12所述的客户终端,根据所述终端推送的彩页图片实现保险产品的线上交易和即时交互。The client terminal according to claim 12, wherein the online transaction and the instant interaction of the insurance product are implemented according to the color page picture pushed by the terminal.
  15. 根据权利要求14所述的推送系统,其特征在于,当所述客户终端处于待机状态时,输出语音或震动提示。The push system according to claim 14, wherein a voice or vibration prompt is output when the client terminal is in a standby state.
  16. 一种存储介质,其特征在于,该存储介质存储有保险产品的推送程序,所述保险产品的推送程序被处理器执行时实现如下操作:A storage medium, characterized in that the storage medium stores a push program of an insurance product, and the push program of the insurance product is executed by the processor to:
    当接收到彩页编辑指令时,在终端的显示界面弹出彩页编辑窗口;When receiving the color page editing instruction, the color page editing window pops up on the display interface of the terminal;
    获取在所述彩页编辑窗口的编辑操作,生成对应的产品彩页;Obtaining an editing operation in the color page editing window to generate a corresponding product color page;
    在接收到预览指令后,将所述产品彩页保存为带识别码的彩页图片;After receiving the preview instruction, saving the product color page as a color page image with an identification code;
    当接收到分享指令时,将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。When receiving the sharing instruction, the color page picture is pushed to the cloud or the client terminal to realize online transaction and instant interaction of the insurance product.
  17. 根据权利要求16所述的存储介质,其特征在于,所述保险产品的推送程序被处理器执行时还实现如下操作:The storage medium according to claim 16, wherein the push program of the insurance product is further executed by the processor when:
    当检测到在所述显示界面执行预设操作时,输出是否进行彩页编辑的提示;When detecting that the preset operation is performed on the display interface, outputting a prompt for color page editing;
    当接收到确认指令时,生成彩页编辑指令,并在所述显示界面弹出彩页编辑窗口。When receiving the confirmation command, a color page editing instruction is generated, and a color page editing window is popped up on the display interface.
  18. 根据权利要求16所述的存储介质,其特征在于,所述保险产品的推送程序被处理器执行时还实现如下操作:The storage medium according to claim 16, wherein the push program of the insurance product is further executed by the processor when:
    获取在所述彩页编辑窗口的彩页类型的选择操作,调取彩页数据库中与所选彩页类型匹配的彩页编辑模板;Obtaining a color page type selection operation in the color page editing window, and capturing a color page editing template in the color page database that matches the selected color page type;
    获取根据彩页编辑提示输入所述彩页编辑模板的员工认证信息,根据所述员工认证信息获取该员工的业务权限,并将其业务权限内的保险产品信息导入所述彩页编辑模板;Obtaining the employee authentication information of the color page editing template according to the color page editing prompt, obtaining the business authority of the employee according to the employee authentication information, and importing the insurance product information in the business authority into the color page editing template;
    根据彩页编辑提示导入与所述员工认证信息匹配的通讯方式后,保存为可编辑的产品彩页。After importing the communication method matching the employee authentication information according to the color page editing prompt, it is saved as an editable product color page.
  19. 根据权利要求18所述的存储介质,其特征在于,所述保险产品的推送程序被处理器执行时还实现如下操作:The storage medium according to claim 18, wherein the push program of the insurance product is further executed by the processor when:
    当检测到彩页编辑窗口的必填输入框填入对应信息时,输出预览提示;When the required input box of the color page editing window is detected and the corresponding information is filled in, the preview prompt is output;
    当接收到预览指令时,将所述产品彩页处理成仅供缩放的图片以供信息核对;When receiving the preview instruction, processing the product color page into a zoom-only picture for information collation;
    当所述彩页编辑窗口的已编辑信息无误时,将保险产品对应的链接地址按预设编码规则生成识别码,或将保险产品对应的链接地址和员工认证信息对应的通讯方式按预设编码规则生成识别码,并将所述产品彩页保存为带有所述识别码的彩页图片。When the edited information of the color page editing window is correct, the link address corresponding to the insurance product is generated according to a preset encoding rule, or the communication address corresponding to the insurance product corresponding link address and the employee authentication information is encoded according to a preset. The rule generates an identification code and saves the product color page as a color page picture with the identification code.
  20. 根据权利要求16所述的存储介质,其特征在于,所述保险产品的推送程序被处理器执行时还实现如下操作:The storage medium according to claim 16, wherein the push program of the insurance product is further executed by the processor when:
    当根据本地扫描指令检测到带识别码的彩页图片时,输出是否分享的提示;When the color page picture with the identification code is detected according to the local scan instruction, a prompt for sharing is output;
    当接收到分享途径信息时,生成对应的分享指令;When receiving the sharing route information, generating a corresponding sharing instruction;
    根据所述分享指令将所述彩页图片推送至云端或客户终端,实现保险产品的线上交易和即时交互。 The color page picture is pushed to the cloud or the client terminal according to the sharing instruction to realize online transaction and instant interaction of the insurance product.
PCT/CN2018/076076 2017-11-30 2018-02-09 Insurance product pushing method and system, terminal, client terminal, and storage medium WO2019104876A1 (en)

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