CN107871199A - New contract declaration form pays a return visit method, apparatus and storage medium - Google Patents
New contract declaration form pays a return visit method, apparatus and storage medium Download PDFInfo
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- CN107871199A CN107871199A CN201710614494.6A CN201710614494A CN107871199A CN 107871199 A CN107871199 A CN 107871199A CN 201710614494 A CN201710614494 A CN 201710614494A CN 107871199 A CN107871199 A CN 107871199A
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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Abstract
The present invention proposes that a kind of new contract declaration form is paid a return visit method, apparatus and storage medium, this method and included：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out manually return visit, the declaration form progress intelligent sound return visit of the second ratio in all kinds of declaration forms；The new contract declaration form to be struck a bargain in preset time is read from the core business system；Judge the declaration form generic；Calculate the first quantity of the declaration form for needing manually to pay a return visit in all kinds of new contract declaration forms, the second quantity of the declaration form for needing intelligent sound to pay a return visit；The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, and the declaration form for reading the second quantity distributes to second system；And manually return visit, the new contract declaration form progress intelligent sound return visit to the second quantity in the second system are carried out to the new contract declaration form of the first quantity in the first system.This method is allocated and managed to the new contract declaration form revisit service of insurance institution, improves the return visit timeliness of new contract declaration form.
Description
Technical field
The present invention relates to declaration form to pay a return visit technical field, more particularly to a kind of new contract declaration form pays a return visit method, apparatus and calculating
Machine readable storage medium storing program for executing.
Background technology
Declaration form is generally divided into two kinds：Renewal policy and new contract declaration form, the declaration form that renewal policy is contracted before referring to client arrive
After phase, again with insurance company sign insurance contract, new contract declaration form refer to client first with insurance company sign insurance close
Together.
Insurance Regulatory Commission is answered to require, insurance company need to be to the long-term the danger more than term newly accepted insurance and a term costs reimbursement type
The insurer of personal medical insurance carries out return visit service.Insurance company is inquired with regard to the related important content of insurance contract, with true
The related content that client is fully understood by having bought product is protected, fully safeguards the rights and interests of client.
At present, new contract declaration form is paid a return visit in a manner of manually paying a return visit, however, with the increase of portfolio, manpower
Cost more and more higher, the mode manually paid a return visit and ageing can not meet business need.It is accordingly, it is desirable to provide a kind of new new
Contract declaration form pays a return visit method.
The content of the invention
The present invention provides a kind of new contract declaration form and pays a return visit method, apparatus and computer-readable recording medium, its main purpose
It is, the revisit service of the new contract declaration form of insurance institution is allocated and managed, improves the return visit timeliness of new contract declaration form.
To achieve the above object, first aspect present invention provides a kind of new contract declaration form and pays a return visit method, and this method includes：
Setting steps：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out in all kinds of declaration forms
Artificial return visit, the declaration form of the second ratio carry out intelligent sound return visit；
Declaration form read step：The new contract declaration form to be struck a bargain in preset time is read from the core business system；
Classification judgment step：Folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form；
Declaration form calculation procedure：Being calculated according to default first ratio, the second ratio needs artificial return in all kinds of new contract declaration forms
First quantity of the declaration form of visit, need intelligent sound pay a return visit declaration form the second quantity；
Declaration form allocation step：The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, reads
The declaration form of second quantity distributes to second system；And
Pay a return visit and perform step：Manually return visit is carried out, to described to the new contract declaration form of the first quantity in the first system
The new contract declaration form of the second quantity carries out intelligent sound return visit in second system.
Specifically, the setting steps also include：
Set corresponding intelligent sound to pay a return visit template for the declaration form of every kind of classification, and preserve to database.
Alternatively, the execution step of paying a return visit also includes：
Control the second system to transfer corresponding intelligent sound from database and pay a return visit template, to second quantity
New contract declaration form carries out intelligent sound return visit.
Alternatively, the execution step of paying a return visit also includes：
The result that new contract declaration form is paid a return visit is received and preserved, and new contract declaration form is marked and remarks.
Second aspect of the present invention also provides a kind of server, and the server includes：Memory, processor and it is stored in described
On memory and the new contract declaration form that can run on the processor pays a return visit system, and the new contract declaration form pays a return visit system by institute
Following steps are realized when stating computing device：
Setting steps：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out in all kinds of declaration forms
Artificial return visit, the declaration form of the second ratio carry out intelligent sound return visit；
Declaration form read step：The new contract declaration form to be struck a bargain in preset time is read from the core business system；
Classification judgment step：Folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form；
Declaration form calculation procedure：Being calculated according to default first ratio, the second ratio needs artificial return in all kinds of new contract declaration forms
First quantity of the declaration form of visit, need intelligent sound pay a return visit declaration form the second quantity；
Declaration form allocation step：The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, reads
The declaration form of second quantity distributes to second system；And
Pay a return visit and perform step：Manually return visit is carried out, to described to the new contract declaration form of the first quantity in the first system
The new contract declaration form of the second quantity carries out intelligent sound return visit in second system.
Specifically, the setting steps also include：
Set corresponding intelligent sound to pay a return visit template for the declaration form of every kind of classification, and preserve to database.
Alternatively, the execution step of paying a return visit also includes：
Control the second system to transfer corresponding intelligent sound from database and pay a return visit template, to second quantity
New contract declaration form carries out intelligent sound return visit.
Alternatively, the execution step of paying a return visit also includes：
The result that new contract declaration form is paid a return visit is received and preserved, and new contract declaration form is marked and remarks.
Third aspect present invention also provides a kind of computer-readable recording medium, is deposited on the computer-readable recording medium
Contain new contract declaration form and pay a return visit system, when the new contract declaration form return visit system is executed by processor, above-mentioned new contract can be achieved
Declaration form pays a return visit the arbitrary steps of method.
New contract declaration form proposed by the present invention pays a return visit method, apparatus and computer-readable recording medium, and this method is according to one
Fixed rule, the revisit service of the new contract declaration form of insurance institution is allocated and managed, and using artificial return visit and intelligence
Voice pays a return visit the mode being combined and new contract declaration form is paid a return visit, and improves the return visit timeliness of new contract declaration form.
Brief description of the drawings
Fig. 1 is the applied environment figure that the new contract declaration form of the present invention pays a return visit system preferred embodiment；
Fig. 2 is the running environment schematic diagram that the new contract declaration form of the present invention pays a return visit system；
Fig. 3 is the functional block diagram that the new contract declaration form of the present invention pays a return visit system preferred embodiment；
Fig. 4 is the flow chart that the new contract declaration form of the present invention pays a return visit method preferred embodiment.
The realization, functional characteristics and advantage of the object of the invention will be described further referring to the drawings in conjunction with the embodiments.
Embodiment
In order that technical problems, technical solutions and advantages to be solved are clearer, clear, tie below
Drawings and examples are closed, the present invention will be described in further detail.It should be appreciated that specific embodiment described herein is only
To explain the present invention, it is not intended to limit the present invention.
As shown in figure 1, it is the applied environment figure that new contract declaration form of the invention pays a return visit the preferred embodiment of system 10.
Fig. 1 includes multiple interconnected systems of enterprises, such as：Core business system A, the first system B and second system C,
And communicated between the plurality of interconnected system by network 420.In the present embodiment, the first system B can be a certain
The electric pin system of individual finance service, such as the electric pin system inside certain securities broker company, the second system C can be intelligent language
System for electrical teaching, declaration form return visit system 10 can be carried out to formulating client by auto dialing, such as the intelligent voice system of certain securities broker company.
, can be by staff from the electricity when needing to pay a return visit the new contract declaration form of the finance service
The customer information recorded in pin system is manually paid a return visit the new contract declaration form in part, can also be read by the intelligent sound
Customer information and intelligent sound pay a return visit template and auto dialing, and intelligent sound return visit is carried out to the new contract declaration form in part.
Each system configuration in the interconnected system in an at least server 1,2,3, an at least server 1,
2nd, 3 memory 11,21,31 and multiple client 130,230,330 are connected by network 120,220,320.The memory 11,
21st, 31 the information such as finance service's business related data are stored.
For example, the core business system A is configured at an at least server 1, at least a server 1 passes through network for this
120 connection memories 11 and multiple client 130.The memory 11 stores the data of all clients of the finance service,
As client identity information, account information, the specifying information for buying finance service's product (such as insurance products) and with the gold
Melt all information of business correlation of service organization etc..
The first system B (such as electric pin system) is configured at an at least server 2, and at least a server 2 passes through for this
Network 220 connects memory 21 and multiple client 230.The memory 21 stores the finance service and produced by electricity pin
All clients data, such as all client identity informations, account information in the electric pin system, buy the finance service
Specifying information of product etc..
The second system C (such as intelligent voice system) is configured at an at least server 3, an at least server 3
Memory 31 and multiple client 330 are connected by network 230.The memory 31 stores intelligence corresponding with different classes of declaration form
Energy voice pays a return visit template etc..
Wherein, network 420 is intranet (Intranet).Network 120,220,320 is extranet
(Internet)。
Client 130,230,330 can be desktop PC, notebook, tablet personal computer, mobile phone or other can lead to
Cross the terminal device that Intranet is communicated with server.
In the present embodiment, the new contract declaration form of the present invention pays a return visit system 10 applied to multiple passes under certain finance service
The server of some system in contact system, such as core business system A server 1, the first system B server 2, Huo Zhe
Two system C server 3.
As shown in Fig. 2 it is the running environment schematic diagram that new contract declaration form of the invention pays a return visit system 10.
In the present embodiment, the new contract declaration form pays a return visit the server 1 that system 10 is applied to core business system A.Institute
State server 1 to include but not limited to, memory 11, processor 12 and display 13.The server 1 is logical with database 140
Letter connection.
The database 140 is stored with intelligent sound corresponding with different classes of new contract declaration form and pays a return visit the information such as template.
Memory 11 can include the storage medium of at least one type, and the storage medium includes flash memory, hard disk, more matchmakers
Body card, card-type memory (for example, SD or DX memories etc.), random access storage device (RAM), static random-access memory
(SRAM), read-only storage (ROM), Electrically Erasable Read Only Memory (EEPROM), programmable read only memory
(PROM), magnetic storage, disk, CD etc..
Memory 11 can be the internal storage unit of the server 1 in certain embodiments, such as the server 1
Hard disk.Memory 11 can also be the External memory equipment of the server 1 in further embodiments, such as the server 1
The plug-in type hard disk of upper outfit, intelligent memory card (Smart Media Card, SMC), secure digital (Secure Digital,
SD) block, flash card (Flash Card) etc..In the present embodiment, memory 11 can be not only used for storage and be installed on the clothes
The application software and Various types of data of business device 1, such as the new contract declaration form pay a return visit program of system 10 etc., can be also used for temporarily
The data that ground storage has been exported or will exported.
Processor 12 can be a central processing unit (Central Processing Unit, CPU), microprocessor or its
His data processing chip, described new contract declaration form for its storage to be read and run from the memory 11 pay a return visit system 10
Program, to realize that following new contract declaration forms pay a return visit the arbitrary steps of methods.
Display 13 can also be suitably be referred to as display screen or display unit, display 13 can be light-emitting diode display, liquid crystal
Display, touch-control liquid crystal display and OLED (Organic Light-Emitting Diode, Organic Light Emitting Diode)
Touch device etc..Display 13 is used to be shown in the information that handles in the server 1 and for showing visual user circle
Face.
Preferably, the server 1 can also include user interface, and user interface can include input block such as keyboard
(Keyboard), mouse (Mouse).Optionally, user interface can also include wireline interface, the wave point of standard.
Fig. 2 illustrate only the server 1 that system 10 is paid a return visit with component 11-13 and new contract declaration form, it should be understood that
Be, it is not required that implement all components shown, the more or less component of the implementation that can be substituted.
In other embodiments, new contract declaration form provided by the invention is paid a return visit system and can also be applied under interconnected system
The server of some other operation systems.
The server 1 of the present embodiment, system 10 is paid a return visit by setting up new contract declaration form on the server, to insurance institution
The revisit service of new contract declaration form be allocated and manage, and paid a return visit and intelligent sound is paid a return visit by the way of being combined using artificial
New contract declaration form is paid a return visit, improves the return visit timeliness of new contract declaration form.
As shown in figure 3, it is the functional block diagram that new contract declaration form of the invention pays a return visit the preferred embodiment of system 10.
In the present embodiment, the new contract declaration form, which pays a return visit system 10, can be divided into setup module 101, declaration form reading
Module 102, classification judge module 103, declaration form computing module 104, declaration form distribute module 105 and return visit execution module 106.Work as place
When managing the computer program instructions section of each module of device execution, based on the operation achieved by each computer program instructions section and work(
Can, the either step of above-mentioned application program updating method can be achieved.Describe specifically to introduce the setup module 101 below, protect
Single read module 102, classification judge module 103, declaration form computing module 104, declaration form distribute module 105 and return visit execution module
106 operations realized and function.
The setup module 101, for according to sending folk prescription formula to set declaration form classification, the first ratio to be set in all kinds of declaration forms
Declaration form manually pay a return visit, the declaration form of the second ratio carries out intelligent sound return visit.By taking certain finance service as an example, the mechanism
The folk prescription formula of sending of declaration form be divided into " business personnel, which send, singly to visit ", " client shops asks for ", " fast delivering single " etc., therefore the setting mould
New contract declaration form is divided into " business personnel, which send, singly to visit ", " client shops asks for " and " fast delivering is single " three classifications by block 101, together
When, in the new contract declaration form of " business personnel, which send, singly to visit " classification, the return visit mode for setting the declaration form of the first ratio (10%) is
It is artificial to pay a return visit mode, set the return visit mode of the declaration form of the second ratio (90%) to pay a return visit mode for intelligent sound.Similarly, in " visitor
Family shops asks for " in the new contract declaration form of classification, the return visit mode for setting the declaration form of the first ratio (5%) is artificial return visit side
Formula, the return visit mode of the declaration form of the second ratio (95%) is set to pay a return visit mode for intelligent sound.In the new of " fast delivering is single " classification
In contract declaration form, set the return visit mode of the declaration form of the first ratio (15%) to pay a return visit mode to be artificial, the second ratio is set
(85%) the return visit mode of declaration form is that intelligent sound pays a return visit mode.
Specifically, the setup module 101 is additionally operable to set corresponding intelligent sound to pay a return visit mould for the declaration form of every kind of classification
Plate, and preserve to database.For example, for different declaration form classifications, the setup module 101 is additionally operable to set respectively different
Intelligent sound pays a return visit template, and intelligent sound return visit template is preserved into database, is easy to intelligent voice system to call
And perform return visit action.
To the new contract declaration form of " business personnel, which send, singly to visit " classification, intelligent sound, which pays a return visit content, to be included：" may I ask insurer is
It is no for xx ", " whether insurant xx, age xx, address xx, information above wrong ", " whether you conscientiously read declaration form
Clause, be fully understood by this insurance products ", " you whether understand this insurance products pays dues the time limit, the amount of money of paying dues, ensure year
Limit, hesitate the phase, midway surrender loss ", " you send whether the timeliness singly visited is satisfied with to business personnel ", " send singly to visit and whether bother
To you ", " what opinions or suggestions you the work to our company have " etc..
To the new contract declaration form of " client shops asks for " classification, intelligent sound, which pays a return visit content, to be included：" whether may I ask insurer
For xx ", " whether insurant xx, age xx, address xx, information above wrong ", " whether you conscientiously read declaration form
Clause, be fully understood by this insurance products ", " you whether understand this insurance products pay dues the time limit, the amount of money of paying dues, ensure the time limit,
The hesitation phase, midway surrender loss ", " whether you are satisfied with the hospitalit to shops ", " your work to our company have what opinion or
It is recommended that " etc..
To the new contract declaration form of " fast delivering is single " classification, intelligent sound, which pays a return visit content, to be included：" may I ask insurer whether be
Xx ", " whether insurant xx, age xx, address xx, information above wrong ", " you whether conscientiously read declaration form bar
Money, be fully understood by this insurance products ", " you whether understand this insurance products pay dues the time limit, the amount of money of paying dues, ensure the time limit, still
Henan phase, midway surrender loss ", " whether you the timeliness single to fast delivering are satisfied with ", " whether you are satisfied with the service to courier ",
" what opinions or suggestions you the work to our company have " etc..
The declaration form read module 102, for reading the new contract to be struck a bargain in preset time from the core business system A
Declaration form.For example, when arrival preset time (e.g., daily zero point), core business system of the declaration form read module 102 from the mechanism
The A that unites reads preset time range (the previous day 0:00-24:00) the new contract declaration form to be struck a bargain in.For example, 1 day 0 June in 2017:
00-24:In 00, struck a bargain 300 parts of new contract declaration forms altogether in the core business system A of the mechanism, then, to June 1 in 2017
Day 0:When 00, the declaration form read module 102 reads out above-mentioned 300 parts new contract declaration forms from the core business system A.
The classification judge module 103, for sending folk prescription formula to judge the affiliated class of the declaration form according to the new contract declaration form
Not.From above-mentioned 300 parts new contract declaration forms, the classification judge module 103 according to declaration form send folk prescription formula to judge declaration form belonging to
Classification.For example, in 300 parts of new contract declaration forms, the classification judge module 103 send folk prescription formula according to declaration form, judges there is 95
The new contract declaration form of part belongs to " business personnel, which send, singly to visit " classification, has 85 parts of new contract declaration forms to belong to " client shops asks for " classification,
Remaining 120 parts new contract declaration forms belong to " fast delivering is single " classification.
The declaration form computing module 104, for calculating all kinds of new contract declaration forms according to default first ratio, the second ratio
First quantity of the middle declaration form that need to manually pay a return visit, need intelligent sound pay a return visit declaration form the second quantity.With above-mentioned 300 parts of new contracts
Exemplified by declaration form, 95 parts belong in the declaration form of " business personnel, which send, singly to visit " classification, and the declaration form computing module 104 is according to the first ratio
(10%) the first quantity (9.5 parts) for the new contract declaration form that need to manually pay a return visit is calculated, the declaration form computing module 104 is according to second
Ratio (90%) calculates the second quantity (85.5 parts) for the new contract declaration form for needing intelligent sound to pay a return visit.85 parts belong to " client shops
Ask for " in the declaration form of classification, the declaration form computing module 104 calculates the new contract that need to manually pay a return visit according to the first ratio (5%)
The first quantity (4.25 parts) of declaration form, the declaration form computing module 104 calculates according to the second ratio (95%) needs intelligent sound to return
The second quantity (80.75 parts) for the new contract declaration form visited.120 parts belong in the declaration form of " fast delivering is single " classification, the declaration form meter
Calculate the first quantity (18 parts) that module 104 calculates the new contract declaration form that need to manually pay a return visit according to the first ratio (15%), the guarantor
Single computing module 104 calculates the second quantity (102 of the new contract declaration form for needing intelligent sound to pay a return visit according to the second ratio (85%)
Part).
Specifically, when first quantity or/and the second quantity were not only comprising integer but also decimal point had been included, then the first quantity
Units enters one, the second quantity round numbers, fractions omitted point part.So, 95 parts belong to " business personnel, which send, singly to visit " classification
In declaration form, the first final quantity is 10, and the second quantity is 85；85 parts belong in the declaration form of " client shops asks for " classification, most
The first whole quantity is 5, and the second quantity is 80；120 parts belong in the declaration form of " fast delivering is single " classification, and the first final quantity is
18, the second quantity is 120.
The declaration form distribute module 105, the declaration form for reading the first quantity from all kinds of new contract declaration forms distribute to
One system B, the declaration form for reading the second quantity distribute to second system C.The first system B can be the electricity pin system of the mechanism
System, the second system C can be intelligent voice system.By taking above-mentioned 300 parts new contract declaration forms as an example, the declaration form distribute module
105 respectively from " business personnel, which send, singly to visit " classification, " client shops asks for " classification, " fast delivering single " classification declaration form in read 10
Part, 5 parts, 18 parts of new contract declaration forms distribute to the electric pin system and manually paid a return visit, respectively from " business personnel, which send, singly to visit " class
Not, 85 parts, 80 parts, 120 parts of new contract declaration form distribution are read in the declaration form of " client shops asks for " classification, " fast delivering is single " classification
Intelligent sound return visit is carried out to the intelligent voice system.
In the present embodiment, the declaration form distribute module 105 can from different classes of declaration form the fixed number of random read take one
The new contract declaration form of amount distributes to the first system B and the second system C is paid a return visit.The declaration form distribute module 105
A number of new contract declaration form can also be read (as order is read) by other rules from different classes of declaration form to distribute to
The first system B and the second system C are paid a return visit.The declaration form for belonging to " client shops asks for " classification using above-mentioned 85 parts as
Example, the declaration form of the category be corresponding with sequence number 1, No. 2, No. 3 ..., No. 85, the declaration form distribute module 105 can be from 85
Random read take 3 in part new contract declaration form, No. 17, No. 25, No. 52, No. 69 declaration forms distribute to electric pin system and manually paid a return visit,
Intelligent voice system, which is distributed to, except this 5 other 80 parts of declaration form especially carries out intelligent sound return visit.In other embodiments, institute
State declaration form distribute module 105 can sequentially be read from 85 parts of new contract declaration forms No. 1, No. 2, No. 3, No. 4, No. 5 declaration forms distribute to
Electric pin system is manually paid a return visit, and No. 6-No. 85 declaration forms distribute to intelligent voice system and carry out intelligent sound return visit.
The return visit execution module 106, it is artificial for being carried out to the new contract declaration form of the first quantity in the first system B
Pay a return visit, the new contract declaration form progress intelligent sound return visit to the second quantity in the second system C.
Specifically, the return visit execution module 106 is additionally operable to control the second system to transfer from database accordingly
Intelligent sound pays a return visit template, and intelligent sound return visit is carried out to the new contract declaration form of second quantity.
When the declaration form distribute module 105 distributes the above-mentioned 85 parts new contract declaration forms for belonging to " client shops asks for " classification
After the first system B and second system C, the return visit execution module 106 notifies staff to the electric pin system point
Manually paid a return visit with 5 parts of obtained new contract declaration forms, and control the intelligent voice system to read in declaration form personal information simultaneously
Auto dialing, call voice corresponding with " client shops asks for " classification to pay a return visit template, distribution is obtained according to template content
80 parts of new contract declaration forms carry out intelligent sound return visit.
Further, the execution module 106 of paying a return visit is additionally operable to receive and preserved the result that new contract declaration form is paid a return visit, and right
New contract declaration form is marked and remarks.
New contract declaration form for intelligent sound return visit need to be carried out, if pay a return visit smoothly terminate, and during do not have it is any different
View, then this intelligent sound is paid a return visit successfully；If client is not got in touch with, or client has objection (policy information during return visit
It is wrong, or think that insurance products are unsuitable etc.), then this intelligent sound pays a return visit failure, and the new contract declaration form of this part is turned
Move on in electric pin system and manually paid a return visit.The execution module 106 of paying a return visit receives, preserves what the intelligent voice system was sent
This is paid a return visit content (recording etc.) and pays a return visit result (paying a return visit successfully/return visit to fail and have been transferred to electric pin system), and to this part
New contract declaration form is marked and (has paid a return visit/waited and paid a return visit) and remarks (do not get in touch with client, either policy information is wrong or right
A certain clause is not known about).
For the new contract declaration form that need to be manually paid a return visit, smoothly terminate if paying a return visit, and during there is no any objection, then
This is manually paid a return visit successfully；If not getting in touch with client, failure is paid a return visit, waits manually pay a return visit next time；If client during paying a return visit
Objection (policy information is wrong, or thinks that insurance products are unsuitable etc.) be present, through communicating with client, declaration form content is carried out
Modification and explanation, after client is without demur, pay a return visit successfully；If can not still solve problem, client applies for surrender in full, by the new contract of this part
About declaration form is transferred to corresponding business personnel and operated.The return visit execution module 106 is received, preserved from the electric pin system
This artificial return visit content (recording etc.) sent and return visit result (pay a return visit successfully/return visit to fail and treat return visit/return visit failure simultaneously
Join), and the new contract declaration form of this part is marked and (has paid a return visit/waited and paid a return visit) and remarks (do not get in touch with client, or declaration form
Information is wrong, and either a certain clause is not known about or applies for surrender in full etc.).
The new contract declaration form of the present embodiment pays a return visit system 10, by according to certain rule, to the new contract of insurance institution
The revisit service of declaration form is allocated and managed, and to new contract by the way of artificial return visit and intelligent sound are paid a return visit and be combined
Declaration form is paid a return visit, and improves the return visit timeliness of new contract declaration form；Meanwhile the return visit situation of new contract declaration form is recorded, just
In the management of the new follow-up revisit service of contract declaration form.
As shown in figure 4, it is the flow chart that new contract declaration form of the invention pays a return visit method preferred embodiment.
In the present embodiment, the new contract declaration form is paid a return visit method and included：Step S10, step S20, step S30, step
S40, step S50 and step S60.
Step S10, according to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to enter pedestrian in all kinds of declaration forms
Work is paid a return visit, the declaration form of the second ratio carries out intelligent sound return visit.By taking certain finance service as an example, the declaration form of the mechanism send list
Mode is divided into " business personnel, which send, singly to visit ", " client shops asks for ", " fast delivering is single " etc., therefore new contract declaration form is divided into " business
Member, which send, singly to visit ", " client shops asks for " and " fast delivering single " three classifications, meanwhile, in " business personnel, which send, singly to visit " classification
In new contract declaration form, set the return visit mode of the declaration form of the first ratio (10%) to pay a return visit mode to be artificial, the second ratio is set
(90%) the return visit mode of declaration form is that intelligent sound pays a return visit mode.Similarly, protected in the new contract of " client shops asks for " classification
Dan Zhong, the return visit mode for setting the declaration form of the first ratio (5%) are the artificial declaration form paid a return visit mode, set the second ratio (95%)
Return visit mode for intelligent sound pay a return visit mode.In the new contract declaration form of " fast delivering is single " classification, the first ratio is set
(15%) the return visit mode of declaration form pays a return visit mode to be artificial, and the return visit mode for setting the declaration form of the second ratio (85%) is intelligence
Voice pays a return visit mode.
Specifically, the step S10 also includes：Corresponding intelligent sound is set to pay a return visit template for the declaration form of every kind of classification,
And preserve to database.For example, for different declaration form classifications, different intelligent sounds is set to pay a return visit template respectively, and by institute
State intelligent sound return visit template to preserve into database, be easy to intelligent voice system to call and perform return visit action.
To the new contract declaration form of " business personnel, which send, singly to visit " classification, intelligent sound, which pays a return visit content, to be included：" may I ask insurer is
It is no for xx ", " whether insurant xx, age xx, address xx, information above wrong ", " whether you conscientiously read declaration form
Clause, be fully understood by this insurance products ", " you whether understand this insurance products pays dues the time limit, the amount of money of paying dues, ensure year
Limit, hesitate the phase, midway surrender loss ", " you send whether the timeliness singly visited is satisfied with to business personnel ", " send singly to visit and whether bother
To you ", " what opinions or suggestions you the work to our company have " etc..
To the new contract declaration form of " client shops asks for " classification, intelligent sound, which pays a return visit content, to be included：" whether may I ask insurer
For xx ", " whether insurant xx, age xx, address xx, information above wrong ", " whether you conscientiously read declaration form
Clause, be fully understood by this insurance products ", " you whether understand this insurance products pay dues the time limit, the amount of money of paying dues, ensure the time limit,
The hesitation phase, midway surrender loss ", " whether you are satisfied with the hospitalit to shops ", " your work to our company have what opinion or
It is recommended that " etc..
To the new contract declaration form of " fast delivering is single " classification, intelligent sound, which pays a return visit content, to be included：" may I ask insurer whether be
Xx ", " whether insurant xx, age xx, address xx, information above wrong ", " you whether conscientiously read declaration form bar
Money, be fully understood by this insurance products ", " you whether understand this insurance products pay dues the time limit, the amount of money of paying dues, ensure the time limit, still
Henan phase, midway surrender loss ", " whether you the timeliness single to fast delivering are satisfied with ", " whether you are satisfied with the service to courier ",
" what opinions or suggestions you the work to our company have " etc..
Step S20, the new contract declaration form to be struck a bargain in preset time is read from the core business system A.For example, when arrival
Preset time (e.g., daily zero point), reads in the core business system A of the mechanism, in preset time range (the previous day 0:00-
24:00) the new contract declaration form to be struck a bargain in.For example, 1 day 0 June in 2017:00-24:In 00, the core business system A of the mechanism
In struck a bargain altogether 300 parts of new contract declaration forms, then, to 1 day 0 June in 2017:When 00, read from the core business system A
Take out above-mentioned 300 parts new contract declaration forms.
Step S30, folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form.For example, 300 parts of new contracts
About in declaration form, folk prescription formula is sent according to declaration form, judges there are 95 parts of new contract declaration forms to belong to " business personnel, which send, singly to visit " classification, has
85 parts of new contract declaration forms belong to " client shops asks for " classification, and remaining 120 parts new contract declaration forms belong to " fast delivering is single " classification.
Step S40, the guarantor for needing manually to pay a return visit in all kinds of new contract declaration forms is calculated according to default first ratio, the second ratio
Single the first quantity, the second quantity of the declaration form for needing intelligent sound to pay a return visit.By taking above-mentioned 300 parts new contract declaration forms as an example, 95 parts of category
In the declaration form of " business personnel, which send, singly to visit " classification, the new contract declaration form that need to manually pay a return visit is calculated according to the first ratio (10%)
First quantity (9.5 parts), the second quantity of the new contract declaration form for needing intelligent sound to pay a return visit is calculated according to the second ratio (90%)
(85.5 parts).85 parts belong in the declaration form of " client shops asks for " classification, calculate what need to manually be paid a return visit according to the first ratio (5%)
The first quantity (4.25 parts) of new contract declaration form, the new contract declaration form for needing intelligent sound to pay a return visit is calculated according to the second ratio (95%)
The second quantity (80.75 parts).120 parts belong in the declaration form of " fast delivering is single " classification, and 4 need according to the first ratio (15%) calculating
The first quantity (18 parts) for the new contract declaration form manually paid a return visit, being calculated according to the second ratio (85%) needs the new of intelligent sound return visit
The second quantity (102 parts) of contract declaration form.
Specifically, when first quantity or/and the second quantity were not only comprising integer but also decimal point had been included, then the first quantity
Units enters one, the second quantity round numbers, fractions omitted point part.So, 95 parts belong to " business personnel, which send, singly to visit " classification
In declaration form, the first final quantity is 10, and the second quantity is 85；85 parts belong in the declaration form of " client shops asks for " classification, most
The first whole quantity is 5, and the second quantity is 80；120 parts belong in the declaration form of " fast delivering is single " classification, and the first final quantity is
18, the second quantity is 120.
Step S50, the declaration form that the first quantity is read from all kinds of new contract declaration forms distribute to the first system B, read second
The declaration form of quantity distributes to second system C.The first system B can be the electric pin system of the mechanism, and the second system C can
To be intelligent voice system.By taking above-mentioned 300 parts new contract declaration forms as an example, respectively from " business personnel, which send, singly to visit " classification, " client's door
Ask in shop " classification, " fast delivering single " classification declaration form in read 10 parts, 5 parts, 18 parts of new contract declaration forms distribute to the electricity pin and are
System is manually paid a return visit, respectively from " business personnel, which send, singly to visit " classification, " client shops asks for " classification, " fast delivering singly " classification
Read in declaration form 85 parts, 80 parts, 120 parts of new contract declaration forms distribute to intelligent voice system progress intelligent sound return visit.
In the present embodiment, a number of new contract declaration form of random read take can be distributed to from different classes of declaration form
The first system B and the second system C are paid a return visit, can also be (such as suitable by other rules from different classes of declaration form
Sequence is read) a number of new contract declaration form of reading distributes to the first system B and the second system C is paid a return visit.With
Above-mentioned 85 parts belong to exemplified by the declaration form of " client shops asks for " classification, the declaration form of the category be corresponding with sequence number 1, No. 2,3
Number ..., No. 85, can from 85 parts of new contract declaration forms random read take 3, No. 17, No. 25, No. 52, No. 69 declaration forms distribute to electricity
Pin system is manually paid a return visit, and distributing to intelligent voice system except this 5 other 80 parts of declaration form especially carries out intelligent sound time
Visit.In other embodiments, can sequentially be read from 85 parts of new contract declaration forms No. 1, No. 2, No. 3, No. 4, No. 5 declaration forms distribute to
Electric pin system is manually paid a return visit, and No. 6-No. 85 declaration forms distribute to intelligent voice system and carry out intelligent sound return visit.
Further, this method also includes：
Step S60, manually return visit is carried out, to described second to the new contract declaration form of the first quantity in the first system B
The new contract declaration form of the second quantity carries out intelligent sound return visit in system C.
Specifically, the step S60 also includes：
Control the second system to transfer corresponding intelligent sound from database and pay a return visit template, to second quantity
New contract declaration form carries out intelligent sound return visit.
When the new contract declaration form for belonging to above-mentioned 85 parts " client shops asks for " classification distributes to the first system B and
After two system C, 5 parts of new contract declaration forms for notifying staff to distribute to obtain to the electric pin system are manually paid a return visit, and are controlled
Make the intelligent voice system and read personal information and auto dialing in declaration form, call corresponding with " client shops asks for " classification
Voice pays a return visit template, and the 80 parts of new contract declaration forms obtained according to template content to distribution carry out intelligent sound return visit.
Further, the step S60 also includes：Receive and preserve the return visit result of the new contract declaration form, and to new
Contract declaration form is marked and remarks.
New contract declaration form for intelligent sound return visit need to be carried out, if pay a return visit smoothly terminate, and during do not have it is any different
View, then this intelligent sound is paid a return visit successfully；If client is not got in touch with, or client has objection (policy information during return visit
It is wrong, or think that insurance products are unsuitable etc.), then this intelligent sound pays a return visit failure, and the new contract declaration form of this part is turned
Move on in electric pin system and manually paid a return visit.System receives, preserves this return visit content (record that the intelligent voice system is sent
Sound etc.) and result (paying a return visit successfully/return visit to fail and have been transferred to electric pin system) is paid a return visit, and rower is entered to the new contract declaration form of this part
Note (paid a return visit/waited and paid a return visit) and remarks (do not get in touch with client, either policy information is wrong or a certain clause is not known about
Deng).
For the new contract declaration form that need to be manually paid a return visit, smoothly terminate if paying a return visit, and during there is no any objection, then
This is manually paid a return visit successfully；If not getting in touch with client, failure is paid a return visit, waits manually pay a return visit next time；If client during paying a return visit
Objection (policy information is wrong, or thinks that insurance products are unsuitable etc.) be present, through communicating with client, declaration form content is carried out
Modification and explanation, after client is without demur, pay a return visit successfully；If can not still solve problem, client applies for surrender in full, by the new contract of this part
About declaration form is transferred to corresponding business personnel and operated.System receives, it is artificial to preserve this that send from the electric pin system
Pay a return visit content (recording etc.) and pay a return visit result (paying a return visit successfully/return visit to fail and treat return visit/return visit failure and joined), and to this
Part new contract declaration form is marked and (has paid a return visit/waited and paid a return visit) and remarks (do not get in touch with client, either policy information it is wrong or
A certain clause is not known about, or application surrender in full etc.).
The new contract declaration form of the present embodiment pays a return visit method, according to certain rule, to the new contract declaration form of insurance institution
Revisit service is allocated and managed, and new contract declaration form is entered by the way of artificial return visit and intelligent sound are paid a return visit and be combined
Row is paid a return visit, and improves the return visit timeliness of new contract declaration form；Meanwhile the return visit situation of new contract declaration form is recorded, it is easy to new contract
The about management of the follow-up revisit service of declaration form.
In addition, the embodiment of the present invention also proposes a kind of computer-readable recording medium, the computer-readable recording medium
On be stored with new contract declaration form and pay a return visit system 10, when the new contract declaration form is paid a return visit system 10 and is executed by processor, can be achieved
State the arbitrary steps that new contract declaration form pays a return visit method.
It should be noted that herein, term " comprising ", "comprising" or its any other variant are intended to non-row
His property includes, so that process, device, article or method including a series of elements not only include those key elements, and
And also include the other element being not expressly set out, or also include for this process, device, article or method institute inherently
Key element.In the absence of more restrictions, the key element limited by sentence "including a ...", it is not excluded that including this
Other identical element also be present in the process of key element, device, article or method.
The embodiments of the present invention are for illustration only, do not represent the quality of embodiment.Embodiment party more than
The description of formula, it is required general that those skilled in the art can be understood that above-described embodiment method can add by software
The mode of hardware platform is realized, naturally it is also possible to which by hardware, but the former is more preferably embodiment in many cases.It is based on
Such understanding, the part that technical scheme substantially contributes to prior art in other words can be with software products
Form embody, the computer software product is stored in a storage medium (such as ROM/RAM, magnetic disc, light as described above
Disk) in, including some instructions are make it that a station terminal equipment (can be mobile phone, computer, server, or the network equipment
Deng) perform method described in each embodiment of the present invention.
The preferred embodiments of the present invention are these are only, are not intended to limit the scope of the invention, it is every to utilize this hair
The equivalent structure or equivalent flow conversion that bright specification and accompanying drawing content are made, or directly or indirectly it is used in other related skills
Art field, is included within the scope of the present invention.
Claims (10)
1. a kind of new contract declaration form pays a return visit method, it is characterised in that methods described includes：
Setting steps：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out manually in all kinds of declaration forms
Pay a return visit, the declaration form of the second ratio carries out intelligent sound return visit；
Declaration form read step：The new contract declaration form to be struck a bargain in preset time is read from the core business system；
Classification judgment step：Folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form；
Declaration form calculation procedure：Need what is manually paid a return visit according in default first ratio, all kinds of new contract declaration forms of the second ratio calculating
First quantity of declaration form, need intelligent sound pay a return visit declaration form the second quantity；
Declaration form allocation step：The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, reads second
The declaration form of quantity distributes to second system；And
Pay a return visit and perform step：Manually return visit is carried out, to described second to the new contract declaration form of the first quantity in the first system
The new contract declaration form of the second quantity carries out intelligent sound return visit in system.
2. new contract declaration form as claimed in claim 1 pays a return visit method, it is characterised in that the setting steps also include：
Set corresponding intelligent sound to pay a return visit template for the declaration form of every kind of classification, and preserve to database.
3. new contract declaration form as claimed in claim 1 pays a return visit method, it is characterised in that the execution step of paying a return visit also includes：
Control the second system to transfer corresponding intelligent sound from database and pay a return visit template, to the new contract of second quantity
About declaration form carries out intelligent sound return visit.
4. the new contract declaration form as described in claim 1 or 3 pays a return visit method, it is characterised in that the execution step of paying a return visit also is wrapped
Include：
The result that new contract declaration form is paid a return visit is received and preserved, and new contract declaration form is marked and remarks.
5. a kind of server, it is characterised in that the server includes：Memory, processor and it is stored on the memory simultaneously
The new contract declaration form that can be run on the processor pays a return visit system, and the new contract declaration form is paid a return visit system and held by the processor
Following steps are realized during row：
Setting steps：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out manually in all kinds of declaration forms
Pay a return visit, the declaration form of the second ratio carries out intelligent sound return visit；
Declaration form read step：The new contract declaration form to be struck a bargain in preset time is read from the core business system；
Classification judgment step：Folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form；
Declaration form calculation procedure：Need what is manually paid a return visit according in default first ratio, all kinds of new contract declaration forms of the second ratio calculating
First quantity of declaration form, need intelligent sound pay a return visit declaration form the second quantity；
Declaration form allocation step：The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, reads second
The declaration form of quantity distributes to second system；And
Pay a return visit and perform step：Manually return visit is carried out, to described second to the new contract declaration form of the first quantity in the first system
The new contract declaration form of the second quantity carries out intelligent sound return visit in system.
6. server as claimed in claim 5, it is characterised in that the setting steps also include：
Set corresponding intelligent sound to pay a return visit template for the declaration form of every kind of classification, and preserve to database.
7. server as claimed in claim 5, it is characterised in that the execution step of paying a return visit also includes：
Control the second system to transfer corresponding intelligent sound from database and pay a return visit template, to the new contract of second quantity
About declaration form carries out intelligent sound return visit.
8. the server as described in claim 5 or 7, it is characterised in that the execution step of paying a return visit also includes：
The result that new contract declaration form is paid a return visit is received and preserved, and new contract declaration form is marked and remarks.
9. a kind of computer-readable recording medium, it is characterised in that new contract is stored with the computer-readable recording medium
Declaration form pays a return visit system, and the new contract declaration form is paid a return visit when system is executed by processor and realizes following steps：
Setting steps：According to sending folk prescription formula to set declaration form classification, the declaration form of the first ratio is set to carry out manually in all kinds of declaration forms
Pay a return visit, the declaration form of the second ratio carries out intelligent sound return visit；
Declaration form read step：The new contract declaration form to be struck a bargain in preset time is read from the core business system；
Classification judgment step：Folk prescription formula is sent to judge the declaration form generic according to the new contract declaration form；
Declaration form calculation procedure：Need what is manually paid a return visit according in default first ratio, all kinds of new contract declaration forms of the second ratio calculating
First quantity of declaration form, need intelligent sound pay a return visit declaration form the second quantity；
Declaration form allocation step：The declaration form that the first quantity is read from all kinds of new contract declaration forms distributes to the first system, reads second
The declaration form of quantity distributes to second system；And
Pay a return visit and perform step：Manually return visit is carried out, to described second to the new contract declaration form of the first quantity in the first system
The new contract declaration form of the second quantity carries out intelligent sound return visit in system.
10. computer-readable recording medium as claimed in claim 9, it is characterised in that the setting steps also include：
Set corresponding intelligent sound to pay a return visit template for the declaration form of every kind of classification, and preserve to database.
Priority Applications (2)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201710614494.6A CN107871199B (en) | 2017-07-25 | 2017-07-25 | New contract policy return visit method, device and storage medium |
| PCT/CN2018/089129 WO2019019796A1 (en) | 2017-07-25 | 2018-05-31 | New insurance policy checkup method, server, and storage medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201710614494.6A CN107871199B (en) | 2017-07-25 | 2017-07-25 | New contract policy return visit method, device and storage medium |
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| Publication Number | Publication Date |
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| CN107871199A true CN107871199A (en) | 2018-04-03 |
| CN107871199B CN107871199B (en) | 2021-07-13 |
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| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201710614494.6A Active CN107871199B (en) | 2017-07-25 | 2017-07-25 | New contract policy return visit method, device and storage medium |
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| Country | Link |
|---|---|
| CN (1) | CN107871199B (en) |
| WO (1) | WO2019019796A1 (en) |
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|---|---|---|---|---|
| WO2019019796A1 (en) * | 2017-07-25 | 2019-01-31 | 平安科技（深圳）有限公司 | New insurance policy checkup method, server, and storage medium |
| CN109447822A (en) * | 2018-09-19 | 2019-03-08 | 平安科技（深圳）有限公司 | Declaration form intelligently pays a return visit method, apparatus and computer readable storage medium |
| CN111127224A (en) * | 2019-11-25 | 2020-05-08 | 泰康保险集团股份有限公司 | Information processing method, information processing device, electronic equipment and storage medium |
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| CN107871199B (en) * | 2017-07-25 | 2021-07-13 | 平安科技（深圳）有限公司 | New contract policy return visit method, device and storage medium |
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- 2017-07-25 CN CN201710614494.6A patent/CN107871199B/en active Active
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| WO2019019796A1 (en) * | 2017-07-25 | 2019-01-31 | 平安科技（深圳）有限公司 | New insurance policy checkup method, server, and storage medium |
| CN109447822A (en) * | 2018-09-19 | 2019-03-08 | 平安科技（深圳）有限公司 | Declaration form intelligently pays a return visit method, apparatus and computer readable storage medium |
| CN111127224A (en) * | 2019-11-25 | 2020-05-08 | 泰康保险集团股份有限公司 | Information processing method, information processing device, electronic equipment and storage medium |
Also Published As
| Publication number | Publication date |
|---|---|
| WO2019019796A1 (en) | 2019-01-31 |
| CN107871199B (en) | 2021-07-13 |
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