CN112085536B - Rebate policy management method and device - Google Patents
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Abstract
The invention relates to the technical field of computers, in particular to a rebate policy management method and a rebate policy management device, wherein the method comprises the following steps: acquiring an adjusting instruction, and associating a standard file prestored in a database with one rebate item in a preset rebate item directory; generating a benchmark table associated with the rebate terms that includes pre-estimate/performance calculation elements; acquiring a selection instruction, determining an estimated/actual performance environment, an estimated/actual performance calculation element in the reference table, a calculation mode corresponding to the rebate item and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment; and sending the information of the total rebate amount, and accurately calculating the total rebate amount through system calculation, so that a dealer can conveniently make a reasonable operation strategy in time and report the total rebate amount of the actual results in time.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a rebate policy management method and device.
Background
In the automobile sales industry, manufacturers stimulate cooperative dealers by making various rebate systems with large amounts of money, and further, automobile sales rebates are gradually becoming one of the main sources of dealers.
At present, the rebate policies made by automobile manufacturers are too many and the entries are very complicated, so that it is difficult for most dealers to figure out each rebate policy, which causes deviation in making the sales plan and influences the benefits of the dealers.
Most of the existing tools for calculating the rebate amount are converted according to a rebate formula by using Excel tables, and most of the existing tools are calculated by staff with rich experience in a dealer team, so that the potential problem of staff flow is involved, and the manual calculation mode is low in timeliness and accuracy, most importantly, a plurality of rebate policies are estimated by calculating each rebate policy to obtain rebate estimation values of all policies, so that the reasonable operation policy is difficult to make; moreover, the rebate policy made by the manufacturer is only carried out by the conference transmission downlink, in the transmission process, the interpretation of the policy by each level is difficult to be consistent in place, the policy is inaccurately mastered, so that the rebate standard cannot be reached, the benefit of a dealer is further influenced, and the conference transmission mode cannot timely respond to the policy change, so that the delay is realized; in addition, multiple tables are repeatedly circulated in each level, data are complex, the error and leakage probability is high, the error correction difficulty is high, the time spent by subsequent manufacturers in the process of checking the rebate is long, the rebate and payment time is delayed, the contradiction between the manufacturers and the dealers is increased, and the development of the long-term cooperation win-win situation is not facilitated.
Disclosure of Invention
In view of the above, embodiments of the present invention are proposed to provide a rebate policy management method and apparatus that overcomes, or at least partially solves, the above problems.
In order to solve the above problem, an embodiment of the present invention discloses a rebate policy management method, including:
acquiring an adjusting instruction, and associating a standard file prestored in a database with one rebate item in a preset rebate item directory;
generating a benchmark table associated with the rebate terms that includes pre-estimate/performance calculation elements;
acquiring a selection instruction, determining an estimated/actual performance environment, an estimated/actual performance calculation element in the reference table, a calculation mode corresponding to the rebate item and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
and sending the total rebate amount information.
Further, before the obtaining the adjustment instruction associates the standard file prestored in the database with one of the rebate items in the preset rebate item directory, the obtaining the adjustment instruction includes:
obtaining policy file storage instructions, storing a policy file comprising at least one subfile in a database, wherein one subfile is used as a standard file of the policy file, and the rest subfiles are associated with the standard file,
the database comprises a standard file library used for storing the standard file and a source file library used for storing the rest of the subfiles.
Further, the obtaining an adjustment instruction associates a standard file prestored in the database with one of the rebate items in the preset rebate item directory, and includes:
according to the adjusting instruction, changing an association path of an entry form associated with the rebate item and the standard file; or the like, or, alternatively,
obtaining a rebate item adding instruction, adding another rebate item in the rebate item directory, and generating another entry form associated with the other rebate item and associated with the path of the standard file.
Further, the generating a benchmark table associated with the rebate terms including forecast/performance calculation elements includes:
generating a settings form associated with the rebate item in the context of the forecast/actual performance;
modifying/newly adding field setting items and attributes in the setting form according to the rebate information of the standard file;
and generating a reference table containing pre-estimation calculation elements in the pre-estimation environment and a reference table containing actual performance calculation elements in the actual performance environment, wherein the contents of the field setting items are used as fields in the reference table, and at least one field in the reference table contains the calculation elements associated with the attributes of the field setting items.
Further, the obtaining of the selection instruction, determining the estimation/actual performance environment, the estimation/actual performance calculation element in the reference table, the calculation mode corresponding to the rebate item, and the rebate unit price information in the standard file, and calculating to obtain the rebate amount information of the estimation/actual performance environment includes:
selecting one of a plurality of preset conventional calculation modes according to the type of the rebate item, wherein the conventional calculation modes comprise model type calculation, range calculation and custom calculation;
extracting a field suitable for the calculation mode from a reference table associated with the rebate item according to the adopted calculation mode, wherein the field comprises an estimated calculation element/an actual performance calculation element;
and obtaining the total rebate amount of the estimated/actual performance by the product of the estimated calculation element/actual performance calculation element and the rebate amount in the standard file.
Preferably, the control condition for extracting the calculation element from the reference table is set according to the target rebate item and rebate information of the standard file, and the control condition is set by adopting a CASE function.
There is also provided a rebate policy management apparatus comprising:
the adjustment instruction acquisition module is used for acquiring an adjustment instruction and associating the standard file prestored in the database with one of the rebate items in the preset rebate item directory;
a generation module for generating a benchmark table associated with the rebate terms including forecast/actual performance calculation elements;
the selection instruction acquisition module is used for acquiring a selection instruction, determining an estimated/actual performance environment, estimated/actual performance calculation elements in the benchmark table, a calculation mode corresponding to the rebate items and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
and the sending module is used for sending the rebate total amount information.
The embodiment of the invention has the following advantages:
the reasonable filing and storage of numerous rebate policy files are realized, rebate items are set after the rebate policy files are read, a reference table for selecting calculation elements is generated, a proper calculation mode is selected, and the rebate total amount in the policy files is combined and calculated through a system, so that the rebate total amount can be accurately calculated, a dealer can conveniently make a reasonable operation strategy in time and report the actual rebate total amount in time, meanwhile, a manufacturer can check and calculate the extracted data in real time and check the rebate total amount in time, the rebate progress of the dealer is accelerated, and the whole rebate flow is remarkably accelerated.
Drawings
FIG. 1 is a flow chart of steps of an embodiment of a rebate policy management method of the present invention;
FIG. 2 is a block diagram of an embodiment of a rebate policy management apparatus according to the present invention;
fig. 3 is a block diagram of a computer apparatus of a rebate policy management method of the present invention.
Detailed Description
In order to make the aforementioned objects, features and advantages of the present invention comprehensible, embodiments accompanied with figures are described in further detail below.
Referring to fig. 1, a flowchart illustrating steps of an embodiment of a rebate policy management method according to the present invention is shown, which may specifically include the following steps:
s1, acquiring an adjusting instruction, and associating the standard file prestored in the database with one rebate item in a preset rebate item directory;
s2, generating a reference table which is related to the rebate item and comprises estimation/actual performance calculation elements;
s3, acquiring a selection instruction, determining an estimated/actual performance environment, an estimated/actual performance calculation element in the reference table, a calculation mode corresponding to the rebate item and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
and S4, sending the total rebate amount information.
In step S1, the method further includes:
the method comprises the steps that a database of a system comprises two associated standard file libraries and a source file library, and one subfile in the policy file is selected and stored in a preset standard file library; storing subfiles in the rest policy files in a preset source file library;
and acquiring policy file storage instructions, and storing the policy file comprising at least one subfile in a database, wherein one subfile is used as a standard file of the policy file, and the rest subfiles are associated with the standard file.
In step S2, the method further includes:
according to the adjusting instruction, changing an association path of an entry form associated with the rebate item and the standard file; or the like, or, alternatively,
obtaining a rebate item adding instruction, adding another rebate item in the rebate item directory, and generating another entry form associated with the other rebate item and associated with the path of the standard file.
Generally, rebate information in the policy document is matched with different service scenes such as batch sale vehicles, replacement vehicles and the like, preset rebate item names can be named according to the different service scenes, and a plurality of optional rebate items can be generated in a rebate item drop-down list through a preset entry form.
In step S3, the method further includes:
generating a setup form associated with the target rebate in the context of the forecast/actual performance;
modifying/newly adding field setting items and attributes in the setting form according to the rebate information of the standard file;
and generating a reference table containing pre-estimation calculation elements in the pre-estimation environment and a reference table containing actual performance calculation elements in the actual performance environment, wherein the contents of the field setting items are used as fields in the reference table, and at least one field in the reference table contains the calculation elements associated with the attributes of the field setting items.
In step S4, the method further includes:
selecting one calculation mode from a plurality of preset conventional calculation modes according to the type of the target rebate item, wherein the conventional calculation modes comprise model type calculation, range calculation and custom calculation;
extracting a field suitable for the calculation mode from a reference table associated with the target rebate item according to the adopted calculation mode, wherein the field comprises an estimated calculation element/an actual performance calculation element;
and obtaining the total rebate amount of the estimated/actual performance by the product of the estimated calculation element/actual performance calculation element and the rebate amount in the standard file.
When calculating the total rebate amount of the estimated/actual results, control conditions for extracting the calculation elements from the reference table are set according to the target rebate item and the rebate information of the standard document.
Generally, the control conditions are set using a CASE function.
A rebate policy document from an automobile manufacturer usually includes a plurality of subfiles explaining the policy document, and a dealer needs to parse the plurality of subfiles to fully understand the rebate policy therein and then make an operating policy suitable for the policy.
However, at the same time, the number of rebate policy documents obtained by the dealer is not more than one, and a reasonable operation strategy can be formulated only by accurately calculating the estimated rebate amount in time according to a plurality of rebate policies, and the rebate money of the manufacturer can be rapidly acquired only by calculating the actual rebate amount.
The invention has the conception that after a plurality of rebate policy files are decoded by professional analysts, the policy files are classified and filed in a database of a system, corresponding rebate items are set in a system background according to different policy files and are adjusted in time, a reference table for a foreground to input estimated/actual performance data is generated and is associated with the background for calculation, when calculation is carried out, a corresponding calculation mode is selected according to different rebate item information, calculation elements contained in corresponding fields are selected by the associated reference table, and the total rebate amount of the estimated/actual performance is calculated by combining the rebate amount in the policy files; meanwhile, the manufacturer can check the calculation process of the total rebate amount of different rebate items of the dealer in real time through the system, so that the manufacturer can conveniently check the required rebate items reported by the dealer in time, and the rebate speed of the rebate items is accelerated.
When the rebate policy files of different automobile manufacturers are filed, the rebate policy files of the automobile manufacturers can be filed layer by layer according to the brand, model and model, region, rebate time period and rebate items associated with the rebate policy files, and then a standard file and a plurality of sub-files associated with the standard file are selected from the filed policy files, wherein the plurality of sub-files can be sub-files in other policy files.
The database in the method adopts PostgreSQL, the operating system adopts Linux, and the rebate amount calculation under the environment of pre-estimation/actual performance is realized aiming at different target rebate items through background setting, specifically:
firstly, acquiring an input instruction of a user, generating a plurality of rebate items according to input contents of the user, and setting different input conditions mainly aiming at different rebate item input required data;
recording time and manufacturer brands in a preset recording form through a background, selecting an estimation/actual performance environment, selecting a target rebate item to be recorded in a drop-down list, generating a setting form under the target rebate item, wherein a field setting item in the setting form is a limiting condition of input content data of each field in a reference table; generally, data required by rebate entry are classified into entry categories such as sale entry, vehicle information entry, replacement information entry, purchase increase information entry and special item entry, and different condition settings are performed on different entry categories;
further, a reference table is generated, different reference tables are generated according to different entry conditions, the reference table is generally displayed in the foreground, data can be input according to field information in the table, the background limits the format and size of the data which can be input according to the limiting conditions of the entry rebate items, one or more fields in the reference table are used as calculation elements, and only field information of required calculation elements needs to be extracted during calculation;
inputting a calculation rule of each rebate item in the pre-estimation/actual performance environment, selecting a corresponding calculation mode through different rebate items, associating a reference table, extracting calculation elements in corresponding fields in the reference table according to the calculation mode, and then calculating the rebate amount by combining the calculation amount in the standard file;
when the calculation is performed through the background, the calculation has certain logic, that is, the control conditions are set when the reference table is accessed, the CASE function is generally adopted for setting, for example, when the model type calculation mode is selected for calculating the rebate amount of the after-sale maintenance value-added gift package rebate item in the actual performance environment, the syntax that the CASE function is adopted for setting the control conditions is as follows: SHEET _ SEQ ═ 819'AND COLUMN06 LIKE' 2020-04% 'AND COLUMN13 IN (' speed finance ',' AND (COLUMN18 IS NULL OR COLUMN18< > 'drive test'), meaning drawn from the 819 reference table, COLUMN06 (invoice time) LIKE '2020-04' character, AND COLUMN13 (purchase mode) IS speed finance OR speed rental, AND COLUMN18 (purchase unit type) IS empty OR not equal (< >) drive test;
and the calculation rule information is recorded into a rule recording table in an estimation/actual performance environment, and the foreground can search the total rebate amount obtained by each rebate policy after calculation according to information such as manufacturers, time, rebate items and the like.
It should be noted that, for simplicity of description, the method embodiments are described as a series of acts or combination of acts, but those skilled in the art will recognize that the present invention is not limited by the illustrated order of acts, as some steps may occur in other orders or concurrently in accordance with the embodiments of the present invention. Further, those skilled in the art will appreciate that the embodiments described in the specification are presently preferred and that no particular act is required to implement the invention.
Referring to fig. 2, a block diagram of a structure of an embodiment of a rebate policy management device according to the present invention is shown, and may specifically include the following modules:
an adjustment instruction obtaining module 100, configured to obtain an adjustment instruction, and associate a standard file prestored in a database with one of the rebate items in a preset rebate item directory;
a generating module 200 for generating a benchmark table associated with the rebate terms including forecast/actual performance calculation elements;
the selection instruction acquisition module 300 is used for acquiring a selection instruction, determining an estimated/actual performance environment, estimated/actual performance calculation elements in the benchmark table, a calculation mode corresponding to the rebate items and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
a sending module 400, configured to send the total rebate amount information.
In one embodiment, the adjustment instruction obtaining module 100 includes:
according to the adjusting instruction, changing an association path of an entry form associated with the rebate item and the standard file; or the like, or, alternatively,
obtaining a rebate item adding instruction, adding another rebate item in the rebate item directory, and generating another entry form associated with the other rebate item and associated with the path of the standard file.
In one embodiment, the generating module 200 includes:
generating a settings form associated with the rebate item in the context of the forecast/actual performance;
modifying/newly adding field setting items and attributes in the setting form according to the rebate information of the standard file;
and generating a reference table containing pre-estimation calculation elements in the pre-estimation environment and a reference table containing actual performance calculation elements in the actual performance environment, wherein the contents of the field setting items are used as fields in the reference table, and at least one field in the reference table contains the calculation elements associated with the attributes of the field setting items.
In one embodiment, the selection instruction obtaining module 300 includes:
selecting one of a plurality of preset conventional calculation modes according to the type of the rebate item, wherein the conventional calculation modes comprise model type calculation, range calculation and custom calculation;
extracting a field suitable for the calculation mode from a reference table associated with the rebate item according to the adopted calculation mode, wherein the field comprises an estimated calculation element/an actual performance calculation element;
and obtaining the total rebate amount of the estimated/actual performance by the product of the estimated calculation element/actual performance calculation element and the rebate amount in the standard file.
For the device embodiment, since it is basically similar to the method embodiment, the description is simple, and for the relevant points, refer to the partial description of the method embodiment.
The embodiments in the present specification are described in a progressive manner, each embodiment focuses on differences from other embodiments, and the same and similar parts among the embodiments are referred to each other.
Referring to fig. 3, a computer device of a rebate policy management method according to the present invention is shown, which may specifically include the following:
the computer device 12 described above is embodied in the form of a general purpose computing device, and the components of the computer device 12 may include, but are not limited to: one or more processors or processing units 16, a system memory 28, and a bus 18 that couples various system components including the system memory 28 and the processing unit 16.
The system memory 28 may include computer system readable media in the form of volatile memory, such as Random Access Memory (RAM)30 and/or cache memory 32. Computer device 12 may further include other removable/non-removable, volatile/nonvolatile computer system storage media. By way of example only, storage system 34 may be used to read from and write to non-removable, nonvolatile magnetic media (commonly referred to as "hard drives"). Although not shown in FIG. 3, a magnetic disk drive for reading from and writing to a removable, nonvolatile magnetic disk (e.g., a "floppy disk") and an optical disk drive for reading from or writing to a removable, nonvolatile optical disk (e.g., a CD-ROM, DVD-ROM, or other optical media) may be provided. In these cases, each drive may be connected to bus 18 by one or more data media interfaces. The memory may include at least one program product having a set (e.g., at least one) of program modules 42, with the program modules 42 configured to carry out the functions of embodiments of the invention.
A program/utility 40 having a set (at least one) of program modules 42 may be stored, for example, in memory, such program modules 42 including, but not limited to, an operating system, one or more application programs, other program modules 42, and program data, each of which examples or some combination thereof may comprise an implementation of a network environment. Program modules 42 generally carry out the functions and/or methodologies of the described embodiments of the invention.
The processing unit 16 implements a rebate policy management method provided by all embodiments of the present invention by executing programs stored in the system memory 28 to perform various functional applications and data processing.
In an embodiment of the present invention, the present invention further provides a computer-readable storage medium, on which a computer program is stored, which when executed by a processor, implements the rebate policy management method as provided in all embodiments of the present application.
The embodiments in the present specification are described in a progressive manner, each embodiment focuses on differences from other embodiments, and the same and similar parts among the embodiments are referred to each other
As will be appreciated by one skilled in the art, embodiments of the present invention may be provided as a method, apparatus, or computer program product. Accordingly, embodiments of the present invention may take the form of an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects. Furthermore, embodiments of the present invention may take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, and the like) having computer-usable program code embodied therein.
Embodiments of the present invention are described with reference to flowchart illustrations and/or block diagrams of methods, terminal devices (systems), and computer program products according to embodiments of the invention. It will be understood that each flow and/or block of the flow diagrams and/or block diagrams, and combinations of flows and/or blocks in the flow diagrams and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, embedded processor, or other programmable data processing terminal to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing terminal, create means for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing terminal to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including instruction means which implement the function specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be loaded onto a computer or other programmable data processing terminal to cause a series of operational steps to be performed on the computer or other programmable terminal to produce a computer implemented process such that the instructions which execute on the computer or other programmable terminal provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
While preferred embodiments of the present invention have been described, additional variations and modifications of these embodiments may occur to those skilled in the art once they learn of the basic inventive concepts. Therefore, it is intended that the appended claims be interpreted as including preferred embodiments and all such alterations and modifications as fall within the scope of the embodiments of the invention.
Finally, it should also be noted that, herein, relational terms such as first and second, and the like may be used solely to distinguish one entity or action from another entity or action without necessarily requiring or implying any actual such relationship or order between such entities or actions. Also, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or terminal that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or terminal. Without further limitation, an element defined by the phrase "comprising an … …" does not exclude the presence of other like elements in a process, method, article, or terminal that comprises the element.
The method and the device for managing the rebate policy provided by the present invention are described in detail above, and the principle and the implementation manner of the present invention are explained in the present document by applying specific examples, and the description of the above embodiments is only used for helping to understand the method and the core idea of the present invention; meanwhile, for a person skilled in the art, according to the idea of the present invention, there may be variations in the specific embodiments and the application scope, and in summary, the content of the present specification should not be construed as a limitation to the present invention.
Claims (6)
1. A rebate policy management method, comprising:
acquiring an adjusting instruction, and associating a standard file prestored in a database with one rebate item in a preset rebate item directory;
generating a benchmark table associated with the rebate terms that includes pre-estimate/performance calculation elements;
acquiring a selection instruction, determining an estimated/actual performance environment, an estimated/actual performance calculation element in the reference table, a calculation mode corresponding to the rebate item and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
sending the total rebate amount information;
the acquiring of the adjustment instruction associates the standard file prestored in the database with one rebate item in the preset rebate item directory, and includes:
according to the adjusting instruction, changing an association path of an entry form associated with the rebate item and the standard file; or, acquiring a rebate item adding instruction, adding another rebate item in the rebate item directory, generating another entry form associated with the other rebate item and associating the entry form with the path of the standard file;
the generating a benchmark table associated with the rebate terms including forecast/performance calculation elements, comprises:
generating a settings form associated with the rebate item in the context of the forecast/actual performance;
modifying/newly adding field setting items and attributes in the setting form according to the rebate information of the standard file;
generating a reference table containing pre-estimation calculation elements in a pre-estimation environment and a reference table containing actual performance calculation elements in an actual performance environment, wherein each item of content of the field setting item is used as a field in the reference table, at least one field in the reference table contains a calculation element associated with the attribute of the field setting item, and before the acquiring of the adjusting instruction, the method associates a standard file prestored in a database with one rebate item in a preset rebate item directory, the method comprises the following steps:
obtaining policy file storage instructions, storing a policy file comprising at least one subfile in a database, wherein one subfile is used as a standard file of the policy file, and the rest subfiles are associated with the standard file,
the database comprises a standard file library used for storing the standard file and a source file library used for storing the rest of the subfiles;
the obtaining of the selection instruction, determining the estimation/actual performance environment, the estimation/actual performance calculation element in the reference table, the calculation mode corresponding to the rebate item and the rebate unit price information in the standard file, and calculating to obtain the rebate amount information of the estimation/actual performance environment comprises the following steps:
selecting one of a plurality of preset conventional calculation modes according to the type of the rebate item, wherein the conventional calculation modes comprise model type calculation, range calculation and custom calculation;
extracting a field suitable for the calculation mode from a reference table associated with the rebate item according to the adopted calculation mode, wherein the field comprises an estimated calculation element/an actual performance calculation element;
and obtaining the total rebate amount of the estimated/actual performance by the product of the estimated calculation element/actual performance calculation element and the rebate amount in the standard file.
2. The method of claim 1, wherein said multiplying the predicted calculation element/performance calculation element by the rebate amount in the master document to obtain a total rebate amount for predicted/performance, comprises:
and setting control conditions for extracting the calculation elements from the reference table according to the target rebate item and rebate information of the standard file.
3. Method according to claim 2, characterized in that the control conditions are set using a CASE function.
4. A rebate policy management apparatus comprising:
the adjustment instruction acquisition module is used for acquiring an adjustment instruction and associating the standard file prestored in the database with one of the rebate items in the preset rebate item directory;
a generation module for generating a benchmark table associated with the rebate terms including forecast/actual performance calculation elements;
the selection instruction acquisition module is used for acquiring a selection instruction, determining an estimated/actual performance environment, estimated/actual performance calculation elements in the benchmark table, a calculation mode corresponding to the rebate items and rebate unit price information in the standard file, and calculating to obtain rebate amount information of the estimated/actual performance environment;
the sending module is used for sending the total rebate amount information;
the acquiring of the adjustment instruction associates the standard file prestored in the database with one rebate item in the preset rebate item directory, and includes:
according to the adjusting instruction, changing an association path of an entry form associated with the rebate item and the standard file; or, acquiring a rebate item adding instruction, adding another rebate item in the rebate item directory, generating another entry form associated with the other rebate item and associating the entry form with the path of the standard file;
the generating a benchmark table associated with the rebate terms including forecast/performance calculation elements, comprises:
generating a settings form associated with the rebate item in the context of the forecast/actual performance;
modifying/newly adding field setting items and attributes in the setting form according to the rebate information of the standard file;
generating a reference table containing pre-estimation calculation elements in a pre-estimation environment and a reference table containing actual performance calculation elements in an actual performance environment, wherein each item of content of the field setting item is used as a field in the reference table, at least one field in the reference table contains a calculation element associated with the attribute of the field setting item, and before the acquiring of the adjusting instruction, the method associates a standard file prestored in a database with one rebate item in a preset rebate item directory, the method comprises the following steps:
obtaining policy file storage instructions, storing a policy file comprising at least one subfile in a database, wherein one subfile is used as a standard file of the policy file, and the rest subfiles are associated with the standard file,
the database comprises a standard file library used for storing the standard file and a source file library used for storing the rest of the subfiles;
the obtaining of the selection instruction, determining the estimation/actual performance environment, the estimation/actual performance calculation element in the reference table, the calculation mode corresponding to the rebate item and the rebate unit price information in the standard file, and calculating to obtain the rebate amount information of the estimation/actual performance environment comprises the following steps:
selecting one of a plurality of preset conventional calculation modes according to the type of the rebate item, wherein the conventional calculation modes comprise model type calculation, range calculation and custom calculation;
extracting a field suitable for the calculation mode from a reference table associated with the rebate item according to the adopted calculation mode, wherein the field comprises an estimated calculation element/an actual performance calculation element;
and obtaining the total rebate amount of the estimated/actual performance by the product of the estimated calculation element/actual performance calculation element and the rebate amount in the standard file.
5. A rebate policy management electronic device comprising a processor, a memory and a computer program stored on the memory and operable on the processor, the computer program when executed by the processor implementing the rebate policy management method of any one of claims 1 to 3.
6. A rebate policy management computer-readable storage medium, having stored thereon a computer program which, when executed by a processor, implements a rebate policy management method according to any one of claims 1 to 3.
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| CN108230166A (en) * | 2018-01-22 | 2018-06-29 | 中国平安人寿保险股份有限公司 | A kind of computational methods, storage medium and terminal device for exempting premium |
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