CN113901769A - Transaction form forming method and device - Google Patents
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- CN113901769A CN113901769A CN202111494910.6A CN202111494910A CN113901769A CN 113901769 A CN113901769 A CN 113901769A CN 202111494910 A CN202111494910 A CN 202111494910A CN 113901769 A CN113901769 A CN 113901769A
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- 238000000034 method Methods 0.000 title claims abstract description 29
- 230000004913 activation Effects 0.000 claims abstract description 183
- 238000012790 confirmation Methods 0.000 claims abstract description 9
- 230000004044 response Effects 0.000 claims abstract description 8
- 238000010200 validation analysis Methods 0.000 claims abstract description 4
- 230000015572 biosynthetic process Effects 0.000 claims description 4
- 238000009826 distribution Methods 0.000 claims description 3
- 238000010586 diagram Methods 0.000 description 11
- 238000004590 computer program Methods 0.000 description 7
- 230000006870 function Effects 0.000 description 4
- 230000008569 process Effects 0.000 description 4
- 238000012545 processing Methods 0.000 description 4
- 230000009471 action Effects 0.000 description 3
- 238000003860 storage Methods 0.000 description 3
- 238000013475 authorization Methods 0.000 description 2
- 238000012986 modification Methods 0.000 description 2
- 230000004048 modification Effects 0.000 description 2
- 230000004075 alteration Effects 0.000 description 1
- 238000004364 calculation method Methods 0.000 description 1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/177—Editing, e.g. inserting or deleting of tables; using ruled lines
- G06F40/18—Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/08—Insurance
Abstract
The application discloses a transaction form forming method and device. The transaction form forming method comprises the following steps: forming an initial form based on the acquired information; generating corresponding links and activation codes for the initial form, wherein the activation codes correspond to the links one by one, and the value of the activation code is unique under a set condition; responding to an activation code input instruction, and calling a corresponding initial form based on a link corresponding to the activation code; after the initial form content is presented, a transaction form is formed in response to the validation instruction. And binding a unique activation code and a unique link with the formed initial form, calling the corresponding link through the activation code, and displaying the filled-in form to a user for confirmation so as to form a final transaction form. Manual filling of the form is avoided, and the filling of the form is automatically completed based on the acquired information, so that the filling efficiency of the form is improved.
Description
Technical Field
The present application relates to the field of computing technologies, and in particular, to a method and an apparatus for forming a transaction form.
Background
In the existing sales scene, the user needs to be guided to manually fill some information to finally complete the transaction, which wastes the time of the user, and due to the inexperience of the user operation, the final transaction result is affected to some extent, such as abandoning the transaction. Which causes a problem of inefficient form filling.
Disclosure of Invention
In view of the above, the present application provides a method and apparatus for forming a transaction form, which at least partially solve the problems in the prior art.
In one aspect, the present application provides a method for forming a transaction form, including:
forming an initial form based on the acquired information;
generating corresponding links and activation codes for the initial form, wherein the activation codes correspond to the links one by one, and the value of the activation code is unique under a set condition;
responding to an activation code input instruction, and calling a corresponding initial form based on a link corresponding to the activation code;
after the initial form content is presented, a transaction form is formed in response to the validation instruction.
Optionally, the generating the corresponding link and the activation code for the initial form includes:
storing the pre-generated activation codes into a queue, wherein the values of the pre-generated activation codes are different;
the activate codes in the queue are distributed, and when any activate code is distributed, the activate code is removed from the queue.
Optionally, after the step of removing any activation code from the queue after any activation code is distributed, the step of distributing the activation code in the queue further includes:
and when the set condition is not met, the activation code is put into the queue again.
Optionally, the invoking, in response to an activation code input instruction, a corresponding initial form based on a link corresponding to the activation code includes:
judging whether the input activation code is valid;
if the activation code is invalid, displaying reminding information;
and if the activation code is valid, searching a link corresponding to the activation code.
Optionally, after the step of invalidating the activate code, the method further includes:
and searching a link corresponding to the activation code, and distributing a new activation code to the link.
In a second aspect, the present application provides a transaction form forming apparatus comprising:
the initial form forming module is used for forming an initial form based on the acquired information;
the link and activation code generation module is used for generating corresponding links and activation codes for the initial form, the activation codes correspond to the links one by one, and the values of the activation codes are unique under set conditions;
the calling module is used for responding to an activation code input instruction and calling a corresponding initial form based on a link corresponding to the activation code;
and the confirmation module is used for responding to the confirmation instruction to form the transaction form after the initial form content is displayed.
Optionally, the link and activation code generating module includes:
the activation code generation unit is used for storing pre-generated activation codes into a queue, and the values of the pre-generated activation codes are different;
and the activation code distribution unit is used for distributing the activation codes in the queue, and removing any activation code from the queue after the activation code is distributed.
Optionally, the link and activation code generating module further includes:
and the queue inserting unit is used for putting the activation code into the queue again after the set condition is not met.
Optionally, the invoking module includes:
the judging unit is used for judging whether the input activation code is valid or not;
the reminding unit is used for displaying reminding information if the activation code is invalid;
and the searching unit is used for searching the link corresponding to the activation code if the activation code is valid.
Optionally, the invoking module further includes:
and the activation code redistribution unit is used for searching the link corresponding to the activation code and distributing a new activation code to the link.
According to the technical scheme, the method binds the unique activation code and the unique link to the formed initial form, calls the corresponding link through the activation code, and displays the filled form to a user for confirmation, so that a final transaction form is formed. Manual filling of the transaction form is avoided, and filling of the form is automatically completed based on the acquired information, so that filling efficiency of the transaction form is improved.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, it is obvious that the drawings in the following description are only some embodiments of the present application, and for those skilled in the art, other drawings can be obtained according to the drawings without creative efforts.
FIG. 1 is a flow chart of a transaction form formation method according to an embodiment of the present application;
FIG. 2 is a flow chart of policy formation according to an embodiment of the present application;
FIG. 3 is a block diagram of a transaction form forming apparatus according to an embodiment of the present application;
FIG. 4 is a block diagram of yet another transaction form forming apparatus according to an embodiment of the present application;
fig. 5 is a block diagram of another transaction form forming apparatus according to an embodiment of the present application.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only a part of the embodiments of the present application, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.
Example one
Fig. 1 is a method for forming a transaction form according to an embodiment of the present application, including:
step S101: forming an initial form based on the acquired information;
the acquired information includes user information, such as user UUID, channel information, such as e-commerce channel, offline channel, etc., in a specific application scenario, such as policy formation, the channel information includes channel mark, channel plan code, etc., and further includes standardized product service name, which user information can be filled in according to standardized product service, such as product a only needs user identification card, contact method and residence address. And the product B needs to acquire the identity card, the contact method, the residential address of the user and also needs to acquire the family member information of the user.
The information of the user can be acquired from the user through a telephone or a field inquiry mode, and then corresponding personnel can enter the information instead of the information, and the information can also be acquired by identifying the certificate related to the user, such as an identity card and the like on the premise of the authorization of the user. With the popularization of electronization, the information of the user can be acquired through the electronic business card of the user and the like on the premise of user authorization.
Some information with commonality in the initial form is pre-generated, such as format terms of insurance policy, dangerous seeds, names of insurance companies and the like, and personalized information to be filled in, can be filled in the initial form when the initial form is formed, or can be filled in the corresponding position of the initial form after receiving an effective activation code, and the personalized information is filled in after receiving the effective activation code, so that the work of the system can be reduced, the stored data volume can be reduced, and if the form is filled in at the beginning, a user may change a service item or not select the item, and the filled and stored form needs to be discarded.
Step S102: generating corresponding links and activation codes for the initial form, wherein the activation codes correspond to the links one by one, and the value of the activation code is unique under a set condition;
after an initial form is formed, a network link is generated for the initial form, the initial form can be called by clicking the network link, a unique activation code is distributed to the initial form, the activation code is in one-to-one correspondence with the initial form and the link, the link can be activated through the activation code, and the corresponding form is called, the value of the activation code is unique under a set condition, the set condition can be time or a trigger condition, if the activation code is valid for 10 minutes, the same activation code will not appear within 10 minutes after the activation code is distributed. Or the same activate code may not appear until a kill command is received. Of course, it is also possible to set no condition, and to generate the activation code according to the activation code generation rule, that is, it is not possible to have the activation code of the same value.
Step S103: responding to an activation code input instruction, and calling a corresponding initial form based on a link corresponding to the activation code;
after the activation code is distributed, corresponding personnel can be directly informed through a network or a display device, and after the corresponding personnel input the activation code on the electronic device, the corresponding initial form can be called through the link corresponding to the activation code.
Step S104: after the initial form content is presented, a transaction form is formed in response to the validation instruction.
After the form is called by the activation code, the personalized information can be filled in the initial form, or the initial form of the corresponding personalized information can be filled in after the activation code is received, the filled form is displayed to the user through a network or directly through a display device after the form is filled in, and the user checks, signs and confirms the form and clicks a confirmation case to form the final transaction, so that the corresponding transaction is completed.
Optionally, the generating the corresponding link and the activation code for the initial form includes:
storing the pre-generated activation codes into a queue, wherein the values of the pre-generated activation codes are different;
the activate codes in the queue are distributed, and when any activate code is distributed, the activate code is removed from the queue.
Optionally, after the step of removing any activation code from the queue after any activation code is distributed, the step of distributing the activation code in the queue further includes:
and when the set condition is not met, the activation code is put into the queue again. For example, a time period (e.g., 10 minutes) is set, and after the time period elapses since the release code is dispensed, the release code is determined not to satisfy the preset condition, and the release code is placed in the queue again. The activation code is newly put into the queue, so that the activation code is recycled, and the calculation burden of the system for continuously generating the activation code can be reduced.
In a specific application scenario, for example, a six-digit activation code is taken as an example, 100 ten thousand non-repetitive activation codes are generated in advance according to different permutation and combination modes and stored in a Redis queue, when a customer service request generates an initial form, an activation code is correspondingly taken out from the Redis and bound with a planning book, effective time is set, the activation code is deleted from the 100 ten thousand activation codes, when the activation code is used or invalidated, the activation code is reinserted to the last of the Redis queue of the 100 ten thousand activation codes, next taking is waited, the activation code is guaranteed not to be taken for the second time within the effective time by the mode, and the global uniqueness of the activation code within the effective time is guaranteed.
Optionally, the invoking, in response to an activation code input instruction, a corresponding initial form based on a link corresponding to the activation code includes:
judging whether the input activation code is valid;
if the activation code is invalid, displaying reminding information;
and if the activation code is valid, searching a link corresponding to the activation code.
And after the link and the activation code are generated according to the initial form, storing the link and the activation code into a corresponding list, and after the effective activation is received, inquiring through the list so as to find the corresponding link.
Optionally, after the step of invalidating the activate code, the method further includes:
and searching a link corresponding to the activation code, and distributing a new activation code to the link.
The activation code is valid under the set condition, for example, by setting an expiration date, when the user misses the expiration date due to other things, the activation code is invalid, and the activation code needs to be reallocated for the user, so that the transaction is convenient to complete.
In a particular application scenario, such as in an insurance power sale scenario, as shown in figure 2,
after a channel provider seat contacts a user through a telephone, a corresponding insurance product is selected, the seat clicks to generate a plan book after the user information required to be filled in by the insurance product is called by the telephone, channel information, user information, product information and the like are sent to an insurance system, plan book records are created in the insurance system, activation codes and links are generated, the activation codes are sent to the channel provider, after the channel provider receives the activation codes, whether the activation codes are valid is judged firstly when the activation codes are used, if the activation codes are invalid, the activation codes are refreshed, the channel, the product and the seat information are sent to the insurance system, the insurance system updates the activation codes of the plan book, the updated activation codes and the states of the plan book are sent to the channel provider, after the channel provider guides the user to click a dedicated insurance link through the valid activation codes, the activation codes are input into the insurance system, and whether the activation codes are matched is verified after verification, and jumping to the exclusive insurance application link after the activation codes are matched, then obtaining the filled-in plan book by the user through the exclusive insurance application link, confirming the completion of the insurance policy by the user after checking the insurance policy, and clicking to immediately apply the insurance.
Example two:
as shown in fig. 3, a transaction form forming apparatus includes:
an initial form forming module 301, configured to form an initial form based on the acquired information;
a link and activation code generation module 302, configured to generate a corresponding link and activation code for an initial form, where the activation code corresponds to the link in a one-to-one manner, and a value of the activation code is unique under a set condition;
the calling module 303 is configured to, in response to an activation code input instruction, call a corresponding initial form based on a link corresponding to the activation code;
and the confirmation module 304 is used for responding to a confirmation instruction to form a transaction form after the initial form content is displayed.
Optionally, as shown in fig. 4, the link and activation code generating module 302 includes:
an activate code generating unit 3021 configured to store pre-generated activate codes into a queue, where values of each of the pre-generated activate codes are different;
an activation code distribution unit 3022, configured to distribute activation codes in the queue, and when any activation code is distributed, remove the activation code from the queue.
Optionally, the link and activation code generating module 302 further includes:
a queue inserting unit 3023, configured to, when the setting condition is not satisfied, place the activate code in the queue again.
Optionally, as shown in fig. 5, the retrieving module 303 includes:
the judging unit 3031 is used for judging whether the input activation code is valid;
a reminding unit 3032, configured to display reminding information if the activation code is invalid;
the searching unit 3033 is configured to search for a link corresponding to the activation code if the activation code is valid.
Optionally, the retrieving module 303 further includes:
an activation code re-allocation unit 3034, configured to search for a link corresponding to the activation code, and allocate a new activation code to the link.
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 technical solutions provided by the present invention are described in detail above, and the principle and the implementation of the present invention are explained in this document by applying specific examples, and the descriptions of the above examples are only used to help understanding 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 (10)
1. A transaction form forming method, comprising:
forming an initial form based on the acquired information;
generating corresponding links and activation codes for the initial form, wherein the activation codes correspond to the links one by one, and the value of the activation code is unique under a set condition;
responding to an activation code input instruction, and calling a corresponding initial form based on a link corresponding to the activation code;
after the initial form content is presented, a transaction form is formed in response to the validation instruction.
2. The transaction form formation method of claim 1, wherein generating the corresponding link and activation code for the initial form comprises:
storing the pre-generated activation codes into a queue, wherein the values of the pre-generated activation codes are different;
the activate codes in the queue are distributed, and when any activate code is distributed, the activate code is removed from the queue.
3. The transaction form forming method of claim 2, wherein the step of distributing the activation codes in the queue and removing any activation code from the queue after it is distributed further comprises:
and when the set condition is not met, the activation code is put into the queue again.
4. The transaction form forming method of claim 1, wherein the invoking of the corresponding initial form based on the link corresponding to the activation code in response to the activation code input instruction comprises:
judging whether the input activation code is valid;
if the activation code is invalid, displaying reminding information;
and if the activation code is valid, searching a link corresponding to the activation code.
5. The transaction form forming method of claim 4, wherein after the step of invalidating the activation code, further comprising:
and searching a link corresponding to the activation code, and distributing a new activation code to the link.
6. A transaction form forming apparatus, comprising:
the initial form forming module is used for forming an initial form based on the acquired information;
the link and activation code generation module is used for generating corresponding links and activation codes for the initial form, the activation codes correspond to the links one by one, and the values of the activation codes are unique under set conditions;
the calling module is used for responding to an activation code input instruction and calling a corresponding initial form based on a link corresponding to the activation code;
and the confirmation module is used for responding to the confirmation instruction to form the transaction form after the initial form content is displayed.
7. The transaction form forming apparatus of claim 6, wherein the link and activation code generation module comprises:
the activation code generation unit is used for storing pre-generated activation codes into a queue, and the values of the pre-generated activation codes are different;
and the activation code distribution unit is used for distributing the activation codes in the queue, and removing any activation code from the queue after the activation code is distributed.
8. The transaction form forming apparatus of claim 7, wherein the link and activation code generation module further comprises:
and the queue inserting unit is used for putting the activation code into the queue again after the set condition is not met.
9. The transaction form forming apparatus of claim 6, wherein the recall module includes:
the judging unit is used for judging whether the input activation code is valid or not;
the reminding unit is used for displaying reminding information if the activation code is invalid;
and the searching unit is used for searching the link corresponding to the activation code if the activation code is valid.
10. The transaction form forming apparatus of claim 9, wherein the recall module further comprises:
and the activation code redistribution unit is used for searching the link corresponding to the activation code and distributing a new activation code to the link.
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| CN202111494910.6A CN113901769B (en) | 2021-12-09 | 2021-12-09 | Transaction form forming method and device |
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| CN202111494910.6A CN113901769B (en) | 2021-12-09 | 2021-12-09 | Transaction form forming method and device |
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| CN113901769A true CN113901769A (en) | 2022-01-07 |
| CN113901769B CN113901769B (en) | 2022-04-26 |
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| CN103544136A (en) * | 2012-07-09 | 2014-01-29 | 上海博路信息技术有限公司 | Method for automatically inputting form |
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| CN113901769B (en) | 2022-04-26 |
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