CN107240021B - Insurance information conversion method and device - Google Patents

Insurance information conversion method and device Download PDF

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CN107240021B
CN107240021B CN201610182519.5A CN201610182519A CN107240021B CN 107240021 B CN107240021 B CN 107240021B CN 201610182519 A CN201610182519 A CN 201610182519A CN 107240021 B CN107240021 B CN 107240021B
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conversion
policy information
information
insurance
notice
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CN107240021A (en
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梅伟
梁浩
张莹
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • 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

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Abstract

The invention relates to an insurance information conversion method and a device, wherein the method comprises the following steps: acquiring first original policy information with a target risk identification within a preset time on the next annual effective day, and determining first pre-conversion policy information according to the first original policy information, wherein the first pre-conversion policy information comprises customer information; generating a corresponding conversion notice according to the first pre-conversion policy information, and carrying out conversion marking on the first pre-conversion policy information generating the conversion notice; acquiring first pre-conversion policy information with a conversion mark when a pre-conversion date is reached as second pre-conversion policy information; and acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and converting the first insurance information in the second pre-conversion policy information into second insurance information corresponding to an insurance type according to the pre-conversion insurance type identifier. The method and the device realize intelligent conversion of insurance information and save labor cost.

Description

Insurance information conversion method and device
Technical Field
The invention relates to the technical field of computers, in particular to an insurance information conversion method and device.
Background
In the commercial insurance industry today, insurance products are often produced by combining social policies with the life status of people. The insurance products needed or suitable for different customers are different, and the insurance products needed by the same customer are different as the personal condition or social policy changes. Insurance products need to be continuously introduced into new products meeting the needs of customers in combination with practical situations.
Some new insurance products are improved based on the original insurance products, so that the original insurance information purchased by the customers needs to be converted into corresponding new insurance information. For example, the original commercial medical insurance does not combine the actual situation that whether the user purchases the social security or not, that is, whether the client purchases the social security or not, the purchased commercial medical insurance is the same. Currently, insurance organizations combine commercial medical insurance with the social security purchases of the client individuals, and set up different commercial medical insurance that separates social security from non-social security, i.e., commercial medical insurance a if social security has been purchased, and commercial medical insurance B if social security has not been purchased.
However, there are many matters to be processed in a complete conversion process of converting the original insurance information into the new corresponding type of insurance information, which involve both generation and transmission of the conversion notification and the actual processing of the conversion of the insurance information, and obviously involve a very large amount of data processing. If intelligent and reasonable processing rules and modes are not established, the processing efficiency is very low, the labor cost is very high, and the error is very easy to occur.
Disclosure of Invention
In view of the above, it is necessary to provide an intelligent and labor-saving insurance information conversion method and apparatus.
An insurance information conversion method, the method comprising the steps of:
acquiring first original policy information with a target dangerous type identifier within preset time on an effective day of the next year, and determining first pre-conversion policy information according to the first original policy information, wherein the first pre-conversion policy information comprises customer information;
generating a corresponding conversion notice according to the first pre-conversion policy information, and carrying out conversion marking on the first pre-conversion policy information generating the conversion notice;
acquiring first pre-conversion policy information with the conversion mark reaching a pre-conversion date as second pre-conversion policy information;
and acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and converting the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
In one embodiment, the step of determining first pre-conversion policy information according to the first original policy information comprises:
acquiring a first customer identifier in the first original policy information;
and acquiring second original policy information corresponding to the first client identifier and the target dangerous type identifier, and taking the first original policy information and the second original policy information as first pre-conversion policy information.
In one embodiment, the step of generating a corresponding conversion notice according to the first pre-conversion policy information includes:
and acquiring a second customer identifier in the customer information, searching at least one piece of third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combining the at least one piece of third pre-conversion policy information to generate a corresponding conversion notice.
In one embodiment, the step of combining the at least one third pre-conversion policy information to generate a corresponding conversion notification includes:
and dividing the at least one third pre-conversion policy information into at least one share, and combining the third pre-conversion policy information divided into the same share to generate a corresponding conversion notice.
In one embodiment, after the step of combining the at least one third pre-conversion policy information to generate the corresponding conversion notification, the method further includes:
and combining the at least one third pre-conversion policy information to generate a short message reminding notification, and sending the short message reminding notification to a corresponding client terminal according to the client information.
In one embodiment, after the step of generating the corresponding conversion notification according to the first pre-conversion policy information, the method further includes:
and synchronizing the conversion notice and the customer information to a notice center, so that the notice center sends the conversion notice according to the customer information.
An insurance information converting apparatus, the apparatus comprising:
the system comprises a first pre-conversion policy information determining module, a second pre-conversion policy information determining module and a third pre-conversion policy information determining module, wherein the first pre-conversion policy information determining module is used for acquiring first original policy information with a target dangerous type identifier within preset time on an effective day of the next year, and determining first pre-conversion policy information according to the first original policy information, and the first pre-conversion policy information comprises client information;
a conversion notice generating module, configured to generate a corresponding conversion notice according to the first pre-conversion policy information, and perform conversion marking on the first pre-conversion policy information that generates the conversion notice;
a second pre-conversion policy information determining module for acquiring the first pre-conversion policy information having the conversion flag up to the pre-conversion date as second pre-conversion policy information;
and the conversion module is used for acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information and converting the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
In one embodiment, the first pre-conversion policy information determining module is further configured to obtain a first customer identifier in the first original policy information, obtain second original policy information corresponding to the first customer identifier and the target risk type identifier, and use the first original policy information and the second original policy information as first pre-conversion policy information.
In one embodiment, the conversion notification generation module is further configured to obtain a second customer identifier in the customer information, search at least one piece of third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combine the at least one piece of third pre-conversion policy information to generate a corresponding conversion notification.
In one embodiment, the conversion notification generation module is further configured to divide the at least one third pre-conversion policy information into at least one share, and combine the third pre-conversion policy information divided into the same share to generate a corresponding conversion notification.
In one embodiment, the apparatus further comprises:
and the short message reminding notification sending module is used for combining the at least one third pre-conversion policy information to generate a short message reminding notification and sending the short message reminding notification to a corresponding client terminal according to the client information.
In one embodiment, the apparatus further comprises:
and the synchronization module is used for synchronizing the conversion notice and the customer information to a notice center so that the notice center sends the conversion notice according to the customer information.
According to the insurance information conversion method and device, first original policy information with the target dangerous type identification within the preset time on the next annual effective day is obtained, and first pre-conversion policy information is determined according to the first original policy information, wherein the first pre-conversion policy information comprises client information; generating a corresponding conversion notice according to the first pre-conversion policy information, and carrying out conversion marking on the first pre-conversion policy information generating the conversion notice; acquiring first pre-conversion policy information with a conversion mark reaching a pre-conversion date as second pre-conversion policy information; and acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and converting the first insurance information in the second pre-conversion policy information into second insurance information corresponding to the insurance type according to the pre-conversion insurance type identifier. The intelligent insurance information conversion is realized, and the labor cost is further saved. Furthermore, the processing efficiency is improved by realizing the intelligent conversion of the insurance information.
Drawings
FIG. 1 is a diagram of an exemplary embodiment of an application environment for the insurance information transformation method;
FIG. 2 is a flow diagram illustrating a method for converting insurance information according to one embodiment;
FIG. 3 is a flowchart illustrating a first method for pre-conversion policy information determination according to an embodiment;
FIG. 4 is a schematic structural diagram of an insurance information conversion apparatus according to an embodiment;
fig. 5 is a schematic structural diagram of an insurance information conversion apparatus according to another embodiment.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention will be described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
The insurance information conversion method provided by the embodiment of the invention can be applied to the application environment shown in fig. 1, and as shown in fig. 1, the insurance server 110 is in communication connection with the terminal 120 through a network. The insurance server 110 obtains first original policy information with the target risk type identification within a preset time on the next effective day of the year, and determines first pre-conversion policy information according to the first original policy information, wherein the first pre-conversion policy information comprises client information. Further, the insurance server 110 generates a corresponding conversion notice according to the first pre-conversion policy information, and performs conversion marking on the first pre-conversion policy information generating the conversion notice. Further, the terminal 120 obtains the pre-conversion insurance type identifier corresponding to the input pre-conversion policy information, and sends the obtained corresponding pre-conversion insurance type identifier to the insurance server 110, and the insurance server 110 establishes a corresponding relationship between the received pre-conversion insurance type identifier and the pre-conversion policy information, and stores the corresponding relationship. Further, the insurance server 110 obtains the first pre-conversion policy information having the conversion flag up to the pre-conversion date as the second pre-conversion policy information, obtains the pre-conversion insurance type identifier corresponding to the second pre-conversion policy information according to the corresponding relationship between the pre-stored pre-conversion policy information and the pre-conversion insurance type identifier, and converts the first insurance information in the second pre-conversion policy information into the second insurance information corresponding to the insurance type according to the pre-conversion insurance type identifier.
Among them, the insurance server 110 refers to a server for managing insurance information. The terminal 120 includes, but is not limited to, various personal computers, smart phones, tablet computers, notebook computers, portable wearable devices, and the like, which are not listed herein.
It is understood that, in other embodiments, the pre-conversion policy information pre-stored in the insurance server 110 may be a default corresponding relationship directly stored in the insurance server 110, and is not required to be implemented by receiving the pre-conversion insurance type identifier sent by the terminal 120, that is, the terminal 120 may be omitted.
As shown in fig. 2, an insurance information conversion method is provided, which is described by taking an example that the method is applied to an insurance server, and the method specifically includes the following steps:
step 202, obtaining first original policy information with target risk identification within a preset time on the next effective day of the year, and determining first pre-conversion policy information according to the first original policy information, wherein the first pre-conversion policy information comprises customer information.
In this embodiment, the insurance server obtains the target risk category identifier, and further obtains first original policy information with the target risk category identifier within a preset time on the next effective day of the year. The preset time may be the current date plus a preset value, for example, the current date +60 days. For example, if the current date is 2016, 1/2016, and 60 days is 2016, 3/1/2016, then the insurance server will obtain the first original policy information with the target risk category identifier of the next annual effective date in 2016, 3/1/2016. Or adding a preset interval to the current date, for example, the current date is +30 days to 60 days. Also by way of example, the current date is 2016, 1 month and 1 day, plus 30 days, that is, 2016, 1 month and 31 days, plus 60 days, to give 2016, 3 months and 1 day, and then the preset time is 2016, 1 month and 31 days to 2016, 3 months and 1 day, and then the insurance server obtains the first original policy information with the target risk type identifier of the next annual effective date, 2016, 1 month and 31 days to 2016, 3 months and 1 day. It can be understood that the preset time can be set according to actual needs, and the embodiment of the present invention does not limit this.
The next annual effective day refers to the next annual effective day of the policy, for example, the last annual effective day of the policy is 2015, 10, month and 1, and the next annual effective day is 2016, 10, month and 1.
Further, the insurance server may determine first pre-conversion policy information according to the first original policy information, specifically, may use the first original policy information as the first pre-conversion policy information, or may further obtain other related original policy information as the first pre-conversion policy information according to the first original policy information. Or further acquiring part of the first original policy information meeting the preset condition from the first original policy information as the first pre-conversion policy information. The embodiment of the invention is not limited to this, as long as the first pre-conversion policy information is determined according to the first original policy information. It is to be understood that the first pre-conversion policy information is at least one.
The first pre-conversion policy information comprises client information corresponding to the policy.
It can be understood that, the first original policy with the target risk identification is obtained based on the next effective day of the year, so that the quantity and the time limit of the obtained first original policy can be more reasonable, the data processing burden caused by excessive quantity can be prevented, and the timeliness of the conversion processing can be ensured.
Step 204, generating a corresponding conversion notice according to the first pre-conversion policy information, and performing conversion marking on the first pre-conversion policy information generating the conversion notice.
In this embodiment, a corresponding conversion notification is generated according to the determined first pre-conversion policy information, specifically, the first pre-conversion policy information includes a policy identifier uniquely identifying the policy and/or first insurance information, and a corresponding conversion notification may be generated according to the policy identifier in the first pre-conversion policy information and/or the first insurance information. Further, the first pre-conversion policy information for generating the conversion notice is subjected to conversion marking, namely, the first pre-conversion policy for generating the corresponding conversion notice is marked.
It should be noted that a policy will typically include a main risk and an additional risk, and thus a policy will include at least one risk type, and each risk type will have corresponding insurance information. Therefore, the first insurance information refers to insurance information corresponding to the target dangerous species identification.
In step 206, the first pre-conversion policy information with the conversion flag up to the pre-conversion date is acquired as the second pre-conversion policy information.
In this embodiment, the insurance server is preset with a pre-conversion date corresponding to the first pre-conversion policy information.
Specifically, the next annual effective date corresponding to each piece of first pre-conversion policy information may be used as the pre-conversion date of the first pre-conversion policy information, the obtained first pre-conversion policy information with the conversion flag reaching the next annual effective date is used as the second pre-conversion policy information, or the date corresponding to the preset time before the next annual effective date corresponding to each piece of first pre-conversion policy information is used as the pre-conversion date of the first pre-conversion policy information, for example, the date corresponding to N days before the next annual effective date is used as the pre-conversion date of the first pre-conversion policy information.
Or a pre-conversion date may be uniformly set for all the first pre-conversion policy information, and specifically, when the current date reaches the pre-conversion date, the first pre-conversion policy information with the conversion flag is acquired as the second pre-conversion policy information.
And 208, acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and converting the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
In this embodiment, the insurance server pre-stores the correspondence between the pre-conversion policy information and the pre-conversion insurance type identifier. Further, the insurance server obtains the pre-conversion insurance type identification corresponding to the second pre-conversion policy information according to the corresponding relation. Further, the pre-conversion insurance type identifier may be a social security type identifier and a non-social security type identifier.
In one embodiment, before step 206, a pre-conversion insurance type identifier corresponding to the pre-conversion policy information sent by the receiving terminal is further included, and the correspondence between the received pre-conversion insurance type identifier and the pre-conversion policy information is stored. Specifically, after the step of generating the corresponding conversion notification according to the first pre-conversion policy information, the method further includes: and synchronizing the conversion notice and the client information to a notice center, and enabling the notice center to send the conversion notice according to the client information.
The insurance server can realize direct butt joint with the notification center, and sends the generated conversion notification and the client information contained in the first pre-conversion policy information to the notification center through the butt joint interface. The insurance server can also send the generated conversion notice and the client information contained in the first pre-conversion policy information to the logistics system by docking with the logistics system, and further, the logistics system is directly docked with the notification center to send the received conversion notice and the corresponding client information to the notification center.
The notification center refers to a system for transmitting notification information. It may be a postal system or other system capable of implementing the notification information transmission. The embodiment of the present invention is not limited to this, as long as it is satisfied that the notification center can send the notification information according to the client information.
Further, the notification center sends a conversion notification according to the received customer information. Specifically, the notification center may send the conversion notification to the corresponding client terminal according to the client information in a manner over a line. The conversion notice can also be sent to the corresponding customer according to the customer information in a offline manner (such as mailing).
Further, after receiving the conversion notification sent by the notification center, the client determines the pre-conversion insurance type to be selected, then the terminal receives the pre-conversion insurance type identifier corresponding to the input pre-conversion policy information and sends the pre-conversion insurance type identifier to the insurance server, and the insurance server stores the corresponding relationship between the received pre-conversion insurance type identifier and the pre-conversion policy information.
In another embodiment, a default pre-conversion insurance type may be set for the pre-conversion policy information in combination with the actual situation, and the insurance server stores the correspondence between the default pre-conversion insurance type identifier and the pre-conversion policy information. Further, when an updating request for the corresponding relation between the pre-conversion insurance type identification and the pre-conversion policy information sent by the terminal is received, the updated corresponding relation between the pre-conversion insurance type identification and the pre-conversion policy information is stored. More specifically, the terminal may receive an actual pre-conversion insurance type identifier corresponding to the input pre-conversion policy information determined by the client, and generate an update request, and the insurance server replaces a default pre-conversion insurance type identifier in a correspondence between the pre-conversion insurance type identifier and the pre-conversion policy information with the pre-conversion insurance type identifier determined by the client sent by the terminal according to the update request.
Further, the insurance server converts the first insurance information in the second pre-conversion policy information into second insurance information corresponding to the insurance type according to the acquired pre-conversion insurance type identifier. It is understood that the second pre-conversion policy information is obtained from the first pre-conversion policy information according to step 206, and the first insurance information is included in the first pre-conversion policy information, and the first insurance information is also included in the second pre-conversion policy information.
In this embodiment, by the insurance information conversion method, the intellectualization of the insurance information conversion is realized, and further, the labor cost is saved. Furthermore, the processing efficiency is improved by realizing the intelligent conversion of the insurance information.
As shown in fig. 3, in one embodiment, the step of determining first pre-conversion policy information based on the first original policy information (first pre-conversion policy information determining step for short) comprises the steps of:
step 302, a first customer identifier in the first original policy information is obtained.
And 304, acquiring second original policy information corresponding to the first client identifier and the target risk type identifier, and taking the first original policy information and the second original policy information as first pre-conversion policy information.
It is understood that each policy contains at least one risk type, and that a client may have at least one policy, and that different policies may contain the same risk type. Therefore, the insurance server obtains the first customer identifier in the first original policy information, and further obtains the second original policy information corresponding to the first customer identifier and the target risk type identifier according to the first customer identifier, and then obtains other policy information with the target risk type identifier purchased by the customer in the first original policy information, namely the second original policy information.
Further, the first original policy information and the second original policy information are used as first pre-conversion policy information.
In this embodiment, through the first client identifier in the first original policy information, the second original policy information with the target risk identification, which is owned by the client corresponding to the first client identifier, is obtained, that is, all policy information with the target risk identification, which is owned by the client in the first original policy information, is used as the first pre-conversion policy information, so that while the timeliness of the conversion processing and the excessive control processing data amount are ensured, the policy information with the target risk identification of the same client can be uniformly converted at one time, and the flow of the conversion processing for the same client is shortened.
In one embodiment, the step of generating a corresponding conversion notice from the first pre-conversion policy information comprises: and acquiring a second customer identifier in the customer information, searching at least one piece of third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combining the at least one piece of third pre-conversion policy information to generate a corresponding conversion notice.
In this embodiment, the first pre-conversion policy information includes the second client identifier, and the insurance server obtains the second client identifier from the client information in the first pre-conversion policy information.
Further, the insurance server stores in advance the correspondence between the client identification and the policy information. According to the corresponding relation, the insurance server searches at least one piece of first pre-conversion policy information corresponding to the second client identification from the first pre-conversion policy information as third pre-conversion policy information, namely searches out pre-conversion policy information which is possessed by the same client in the first pre-conversion policy information.
Furthermore, at least one third pre-conversion policy information is merged, and a corresponding conversion notice is generated according to the merged third pre-conversion policy information. It is to be understood that the merging process here may be to merge all the third pre-conversion policy information together to uniformly generate one conversion notice, that is, the uniformly generated one conversion notice contains all the third pre-conversion policy information. Or the third pre-conversion policy information is subjected to copy number division processing according to preset rules such as the policy amount, the policy grade and the like, the divided third pre-conversion policy information is subjected to corresponding combination processing, and a corresponding conversion notice is generated according to the combined third pre-conversion policy information.
In this embodiment, by the above method, the same pre-conversion policy information of the same client is merged to generate the conversion notification, which avoids resource waste and saves cost compared with a conventional method in which one pre-conversion policy information generates one conversion notification separately.
In one embodiment, the step of combining the at least one third pre-conversion policy information to generate the corresponding conversion notice comprises: and dividing at least one third pre-conversion policy information into at least one share, and combining the third pre-conversion policy information divided into the same share to generate a corresponding conversion notice.
In particular, at least one of the third pre-conversion policy information may be divided into at least one share according to the policy amount and/or the policy grade in the third pre-conversion policy information. Or the number of the third pre-conversion policy information included in one preset share in the insurance server may be preset, and at least one third pre-conversion policy information is divided into at least one share according to the preset number.
And further, merging the third pre-conversion policy information divided into the same share, and generating a corresponding conversion notice according to the merged third pre-conversion policy information. I.e. the number of conversion notifications generated is the same as the number of copies into which at least some pre-conversion policy information is divided.
In this embodiment, by the above method, the third pre-conversion policy information is merged and processed, and the corresponding number of conversion notifications are generated, so that compared with a conventional method in which one piece of pre-conversion policy information is used to generate one piece of conversion notification separately, resource waste is avoided, and cost is saved. And a corresponding conversion notice is generated by combining with the actual demand, so that the practicability is improved.
In one embodiment, after the step of combining the at least one third pre-conversion policy information to generate the corresponding conversion notification, the method further comprises: and combining at least one third pre-conversion policy information to generate a short message reminding notification, and sending the short message reminding notification to the corresponding client terminal according to the client information.
In this embodiment, at least one of the third pre-conversion policy information is unified and merged, a unified short message notification is generated according to the merged third pre-conversion policy information, and the short message notification is sent to the corresponding client terminal according to the client information. The short message reminding notification is used for notifying the generation and sending of the conversion notification to the client.
It can be understood that the short message reminding notification can be sent to the corresponding client terminal according to the client information in a network communication mode. Or sending the short message reminding notice to the corresponding client terminal according to the client information in a non-network communication mode, such as a short message mode. The client terminal refers to a terminal used by the client to receive information.
In the embodiment, by the method, the same pre-conversion policy information of the same customer is combined to generate the short message reminding notification, and compared with the traditional method in which one pre-conversion policy information generates one short message reminding notification independently, the method avoids resource waste and saves cost.
It should be noted that the "first" and "second" of the "first original policy information" and the "second original policy information" included in the above embodiments are only used to distinguish original policy information obtained in different ways, and are not used as limitations in other aspects. The "first", "second", and "third" of the "first pre-conversion policy information", "in the second pre-conversion policy information", and "in the" third pre-conversion policy information "are used only to distinguish the pre-conversion policy information acquired according to different preset rules, and are not used as limitations in other aspects. The "first" and "second" of the "first insurance information" and the "second insurance information" are used only to distinguish the insurance information before conversion from the insurance information after conversion, and are not used as limitations in other aspects. The "first" and "second" of the "first customer id" and the "second customer id" are used only for distinguishing the customer ids of different sources, and are not limited in other ways.
As shown in fig. 4, in one embodiment, there is provided an insurance information conversion apparatus including a first pre-conversion policy information determination module 402, a conversion notification generation module 404, a second pre-conversion policy information determination module 406, and a conversion module 408, wherein:
the first pre-conversion policy information determining module 402 is configured to obtain first original policy information with a target risk type identifier on an effective day of the next year within a preset time, and determine first pre-conversion policy information according to the first original policy information, where the first pre-conversion policy information includes customer information.
The conversion notification generating module 404 is configured to generate a corresponding conversion notification according to the first pre-conversion policy information, and perform conversion marking on the first pre-conversion policy information generating the conversion notification.
A second pre-conversion policy information determining module 406, configured to obtain the first pre-conversion policy information with the conversion flag reaching the pre-conversion date as the second pre-conversion policy information.
The conversion module 408 is configured to obtain a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and convert the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
In one embodiment, the first pre-conversion policy information determining module 402 is further configured to obtain a first customer identifier in the first original policy information, obtain second original policy information corresponding to the first customer identifier and the target risk type identifier, and use the first original policy information and the second original policy information as the first pre-conversion policy information.
In one embodiment, the conversion notification generation module 404 is further configured to obtain a second customer identifier in the customer information, search the at least one third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combine the at least one third pre-conversion policy information to generate a corresponding conversion notification.
In one embodiment, the conversion notification generation module 404 is further configured to divide at least one third pre-conversion policy information into at least one share, and combine the third pre-conversion policy information divided into the same share to generate a corresponding conversion notification.
As shown in fig. 5, in one embodiment, the apparatus further comprises:
and a short message reminding notification sending module 405, configured to combine at least one third pre-conversion policy information to generate a short message reminding notification, and send the short message reminding notification to a corresponding client terminal according to the client information.
In one embodiment, the apparatus further comprises:
and the synchronization module is used for synchronizing the conversion notice and the client information to the notice center so that the notice center sends the conversion notice according to the client information.
The technical features of the embodiments described above may be arbitrarily combined, and for the sake of brevity, all possible combinations of the technical features in the embodiments described above are not described, but should be considered as being within the scope of the present specification as long as there is no contradiction between the combinations of the technical features.
The above-mentioned embodiments only express several embodiments of the present invention, and the description thereof is more specific and detailed, but not construed as limiting the scope of the invention. It should be noted that, for a person skilled in the art, several variations and modifications can be made without departing from the inventive concept, which falls within the scope of the present invention. Therefore, the protection scope of the present patent shall be subject to the appended claims.

Claims (10)

1. An insurance information conversion method, the method comprising the steps of:
acquiring first original policy information with a target dangerous type identifier within preset time on an effective day of the next year, and determining first pre-conversion policy information according to the first original policy information, wherein the first pre-conversion policy information comprises customer information; the next year effective date is the next year effective date;
generating a corresponding conversion notice according to the first pre-conversion policy information, and carrying out conversion marking on the first pre-conversion policy information generating the conversion notice;
acquiring first pre-conversion policy information with the conversion mark reaching a pre-conversion date as second pre-conversion policy information;
and acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information, and converting the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
2. The method of claim 1, wherein the step of determining first pre-conversion policy information based on the first original policy information comprises:
acquiring a first customer identifier in the first original policy information;
and acquiring second original policy information corresponding to the first client identifier and the target dangerous type identifier, and taking the first original policy information and the second original policy information as first pre-conversion policy information.
3. The method of claim 1, wherein the step of generating a corresponding conversion notice based on the first pre-conversion policy information comprises:
and acquiring a second customer identifier in the customer information, searching at least one piece of third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combining the at least one piece of third pre-conversion policy information to generate a corresponding conversion notice.
4. The method of claim 3, wherein the step of combining the at least one third pre-conversion policy information to generate a corresponding conversion notice comprises:
and dividing the at least one third pre-conversion policy information into at least one share, and combining the third pre-conversion policy information divided into the same share to generate a corresponding conversion notice.
5. The method of claim 3, further comprising, after said step of combining said at least one third pre-conversion policy information to generate a corresponding conversion notice:
and combining the at least one third pre-conversion policy information to generate a short message reminding notification, and sending the short message reminding notification to a corresponding client terminal according to the client information.
6. The method of claim 1, wherein the step of generating a corresponding conversion notice according to the first pre-conversion policy information is followed by:
and synchronizing the conversion notice and the customer information to a notice center, so that the notice center sends the conversion notice according to the customer information.
7. An insurance information conversion apparatus, characterized in that the apparatus comprises:
the system comprises a first pre-conversion policy information determining module, a second pre-conversion policy information determining module and a third pre-conversion policy information determining module, wherein the first pre-conversion policy information determining module is used for acquiring first original policy information with a target dangerous type identifier within preset time on an effective day of the next year, and determining first pre-conversion policy information according to the first original policy information, and the first pre-conversion policy information comprises client information; the next year effective date is the next year effective date;
a conversion notice generating module, configured to generate a corresponding conversion notice according to the first pre-conversion policy information, and perform conversion marking on the first pre-conversion policy information that generates the conversion notice;
a second pre-conversion policy information determining module for acquiring the first pre-conversion policy information having the conversion flag up to the pre-conversion date as second pre-conversion policy information;
and the conversion module is used for acquiring a pre-conversion insurance type identifier corresponding to the second pre-conversion policy information and converting the first insurance information in the second pre-conversion policy information into second insurance information of a corresponding insurance type according to the pre-conversion insurance type identifier.
8. The apparatus of claim 7, wherein the conversion notification generation module is further configured to obtain a second customer identifier in the customer information, search at least one third pre-conversion policy information corresponding to the second customer identifier from the first pre-conversion policy information, and combine the at least one third pre-conversion policy information to generate a corresponding conversion notification.
9. The apparatus of claim 8, further comprising:
and the short message reminding notification sending module is used for combining the at least one third pre-conversion policy information to generate a short message reminding notification and sending the short message reminding notification to a corresponding client terminal according to the client information.
10. The apparatus of claim 7, further comprising:
and the synchronization module is used for synchronizing the conversion notice and the customer information to a notice center so that the notice center sends the conversion notice according to the customer information.
CN201610182519.5A 2016-03-28 2016-03-28 Insurance information conversion method and device Active CN107240021B (en)

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