CN116012033A - Cross-selling data performance statistics system, method, electronic device and medium - Google Patents
Cross-selling data performance statistics system, method, electronic device and medium Download PDFInfo
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- CN116012033A CN116012033A CN202310137817.2A CN202310137817A CN116012033A CN 116012033 A CN116012033 A CN 116012033A CN 202310137817 A CN202310137817 A CN 202310137817A CN 116012033 A CN116012033 A CN 116012033A
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Abstract
The invention discloses a performance statistics system, a method, electronic equipment and a medium of cross-selling data, wherein the system comprises: a server and a performance statistics terminal; the server is connected with the performance statistics terminal; the server is used for storing the cross-selling insurance/wholesale list and transmitting the cross-selling insurance/wholesale list which accords with the time statistics caliber to the performance statistics terminal; and the performance statistics terminal screens unqualified insurance/batch forms from the cross-sales insurance/batch forms conforming to the time statistics caliber through a data verification module, merges the qualified insurance/batch forms and the unqualified insurance/batch forms through a data merging module, generates and generates an insurance/batch form detail table, performs unified mechanism information matching on data in the insurance/batch form detail table through an information matching module, and performs statistics on the qualified insurance/batch forms at different angles through a data statistics module. The invention improves the statistics efficiency of the cross-selling performance, thereby improving the query efficiency of the cross-selling performance.
Description
Technical Field
The present invention relates to the field of sales performance statistics, and in particular, to a system, a method, an electronic device, and a medium for performing performance statistics on cross-sales data.
Background
At present, sales personnel who produce risks, life risks and health risks under groups sell products of opposite companies, and the statistics of the respective companies is not uniform. In addition, the statistical aperture of each company is not consistent, and the group and each company cannot know the performance data of cross sales under the unified aperture. Therefore, the cross-selling performance of distinguishing institutions, channels and personnel in statistical time, which is used as a consignor and a proxy by each company, cannot be quickly inquired, and the business coordination and cross-selling among the sub-companies cannot be effectively guided.
In summary, the existing statistical query platform has the problem of low statistical and query efficiency.
Disclosure of Invention
The invention aims to provide a system, a method, electronic equipment and a medium for counting the performance of cross-selling data, so as to improve the efficiency of counting and inquiring the performance of different companies.
In order to achieve the above object, the present invention provides the following solutions:
a performance statistics system for cross-selling data, comprising: a server and a performance statistics terminal; the server is connected with the performance statistics terminal;
The server is used for storing the cross-selling insurance/wholesale list and transmitting the cross-selling insurance/wholesale list which accords with the time statistics caliber to the performance statistics terminal; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the start or the latest date of the check of the cross-selling insurance/wholesale bill of the property insurance mechanism, the single service effective date or the group bill service underwriting date of the cross-selling insurance/wholesale bill of the life insurance mechanism or the financial accounting/service statistical date of the cross-selling insurance/wholesale bill of the health insurance mechanism;
the performance statistics terminal comprises a data verification module, a data merging module, an information matching module and a data statistics module;
the data verification module is used for carrying out data verification on the cross-selling insurance/lot corresponding to the time statistical caliber and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled out incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by a mechanism or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction;
The data merging module is used for completing the unqualified insurance/batch bill, merging the completed insurance/batch bill with the qualified insurance/batch bill, and generating an insurance/batch bill detail table;
the information matching module is used for matching the protection/lot detail table with the organization information and the service manager information; the organization information comprises agency organization information, commission organization information and standard organization information;
the data statistics module is used for counting the qualified insurance/wholesale list at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
Optionally, the server is further configured to extract incremental data from a core database of the property insurance entity using the data warehouse technology ETL and to receive the incremental data reported by the life insurance entity and the health insurance entity; the incremental data is a cross-selling warranty/lot added during a pre-set period of time.
Optionally, the data verification module includes:
the first verification unit is used for carrying out data verification on the cross-selling insurance/wholesale bill conforming to the time statistical caliber, and screening out the cross-selling insurance/wholesale bill which is incompletely filled;
The second checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist by the salesman;
the third checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist in the mechanism;
and the fourth checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening the cross-selling insurance/lot which does not accord with the cross-selling direction.
Optionally, the information matching module includes:
the agency information matching unit is used for matching the cross-selling insurance/wholesale bill with agency mechanism information; the agency information comprises agency codes and agency names;
the consignor information matching unit is used for matching the cross-selling insurance/wholesale list with the consignor mechanism information; the principal mechanism information comprises principal mechanism codes and principal mechanism names;
the standard mechanism information matching unit is used for matching the cross-selling insurance/lot list matched with the agency mechanism information with the standard mechanism information; the standard organization information comprises a standard organization code and a standard organization name;
And the service manager information matching unit is used for matching the cross-selling insurance/wholesale list with the service manager information.
Optionally, the method further comprises: an abnormal data processing module; the abnormal data processing module comprises:
the secondary verification unit is used for carrying out secondary verification on the unqualified warranty/lot list at regular time to obtain a secondarily verified warranty/lot list; the secondarily-verified warranty/lot comprises secondarily-verified unqualified warranty/lot and secondarily-verified qualified warranty/lot;
and the filtering unit is used for filtering the secondary verification unqualified warranty/lot list.
Optionally, the data statistics module includes:
the agency side angle counting unit is used for extracting cross-selling insurance/wholesale sheets meeting the first extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain the first property insurance cross-selling insurance/wholesale sheets, extracting cross-selling insurance/wholesale sheets meeting the second extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain the first life insurance cross-selling insurance/wholesale sheets, and extracting cross-selling insurance/wholesale sheets meeting the third extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain the first health insurance cross-selling insurance/wholesale sheets; counting the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the insurance fee of the first health insurance cross-selling insurance/wholesale bill, the number of insurance bill, the new production life health care bill paying scale insurance fee, the health life health care scale insurance fee and the life health care scale insurance fee; the first extraction condition is that the service type is not interactive service and is a cross-selling insurance/wholesale of the product life and the product health; the second extraction condition is a cross-selling insurance/wholesale of longevity instead of production and longevity instead of health; the second extraction condition is a cross-selling warranty/wholesale of healthy generation and healthy generation life;
The consignor angle statistics unit is used for extracting the cross-selling insurance/wholesale sheet meeting the fourth extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain a second property insurance cross-selling insurance/wholesale sheet, extracting the cross-selling insurance/wholesale sheet meeting the fifth extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain a second life insurance cross-selling insurance/wholesale sheet, and extracting the cross-selling insurance/wholesale sheet meeting the sixth extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain a second health insurance cross-selling insurance/wholesale sheet; counting the second property insurance cross-selling insurance/wholesale, the second life insurance cross-selling insurance/wholesale and the second health insurance cross-selling insurance/wholesale insurance fee, the number of insurance policies, the life care production scale insurance fee and the life care production life scale insurance fee; the fourth extraction condition is a cross-selling insurance/wholesale list of the longevity generation and the health generation; the fifth extraction condition is a cross-selling warranty/wholesale of the birth life and the health life; the sixth extraction condition is a cross-selling warranty/wholesale of the product bond and the longevity bond;
the personnel angle counting unit is used for counting the average manpower, life insurance activity rate, insurance production effective manpower and insurance production effective rate of the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the first health insurance cross-selling insurance/wholesale bill;
And the unified mechanism angle counting unit is used for mapping the first property insurance cross-selling insurance/wholesale list, the first life insurance cross-selling insurance/wholesale list and the first health insurance cross-selling insurance/wholesale list to the same standard mechanism, and counting life generation and production health scale health care fees, health generation and production life scale health care fees and production life health care fees by the same standard mechanism.
A performance statistics method of cross-selling data, comprising:
acquiring a cross-selling insurance/lot bill conforming to a time statistical caliber; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the start or the latest date of the check of the cross-selling insurance/wholesale bill of the property insurance mechanism, the single service effective date or the group bill service underwriting date of the cross-selling insurance/wholesale bill of the life insurance mechanism or the financial accounting/service statistical date of the cross-selling insurance/wholesale bill of the health insurance mechanism;
performing data verification on the cross-selling insurance/lot, and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled out incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by a mechanism or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction;
The unqualified insurance/batch list is completed, and the completed insurance/batch list and the qualified insurance/batch list are combined to generate an insurance/batch list detail list;
matching the warranty/lot detail table with organization information and service manager information; the organization information comprises agency organization information, commission organization information and standard organization information;
counting the qualified insurance/lot at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
An electronic device, comprising: the electronic device comprises a memory and a processor, wherein the memory is used for storing a computer program, and the processor runs the computer program to enable the electronic device to execute the performance statistical method of the cross-selling data.
A computer readable storage medium storing a computer program which when executed by a processor implements the performance statistics method of cross-sales data described above.
According to the specific embodiment provided by the invention, the invention discloses the following technical effects:
the invention provides a performance statistics system, a method, electronic equipment and a medium of cross-selling data, wherein the system comprises: a server and a performance statistics terminal; the server is connected with the performance statistics terminal; the server is used for storing the cross-selling insurance/wholesale list and transmitting the cross-selling insurance/wholesale list which accords with the time statistics caliber to the performance statistics terminal; and the performance statistics terminal screens unqualified insurance/batch forms from the cross-sales insurance/batch forms conforming to the time statistics caliber through a data verification module, merges the qualified insurance/batch forms and the unqualified insurance/batch forms through a data merging module, generates and generates an insurance/batch form detail table, performs unified mechanism information matching on data in the insurance/batch form detail table through an information matching module, and performs statistics on the qualified insurance/batch forms at different angles through a data statistics module. The performance statistics system of the cross-selling data can enable all companies to count the cross-selling performance in a unified time, in a unified standard organization and in multiple angles, and improves the cross-selling performance statistics efficiency, so that the query efficiency of the cross-selling performance can be improved.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions of the prior art, the drawings that are needed in the embodiments will be briefly described below, it being obvious that the drawings in the following description are only some embodiments of the present invention, and that other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a block diagram of a performance statistics system for cross-selling data provided by the present invention;
fig. 2 is a flowchart of a method for performing statistics on cross-sell data provided by the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
The invention aims to provide a performance statistics system of cross-selling data so as to improve the efficiency of statistics and inquiry of different companies.
In order that the above-recited objects, features and advantages of the present invention will become more readily apparent, a more particular description of the invention will be rendered by reference to the appended drawings and appended detailed description.
Example 1
As shown in fig. 1, the performance statistics system of cross-selling data provided by the present invention includes: a server and a performance statistics terminal; the server is connected with the performance statistics terminal.
The server is used for storing the cross-selling insurance/wholesale list and transmitting the cross-selling insurance/wholesale list which accords with the time statistics caliber to the performance statistics terminal; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the cross-selling insurance/wholesale of the property insurance institution or the latest date of the checking insurance, the single service effective date or group bill service underwriting date of the cross-selling insurance/wholesale of the life insurance institution or the financial accounting/service statistical date of the cross-selling insurance/wholesale of the health insurance institution. The server is also used for extracting incremental data from a core database of the property insurance institution by utilizing ETL (data warehouse technology), and receiving the incremental data reported by the life insurance institution and the health insurance institution; the incremental data is a cross-selling warranty/lot added during a pre-set period of time.
In practice, the server is used to collect and store cross-sell insurance/wholesale, in particular, financial insurance data (cross-sell insurance/wholesale of property insurance institutions): by means of ETL, the system periodically extracts the increment data generated by the last day from the core database of each financial risk institution every day.
Collecting life insurance data (cross-selling insurance/wholesale of life insurance institutions), health insurance data (cross-selling insurance/wholesale of health insurance institutions): incremental data is reported by life insurance and health insurance sub-companies through the ftp server, the data format is TXT files, and then analysis and storage are carried out through a timing application program.
The performance statistics terminal comprises a data verification module, a data merging module, an information matching module and a data statistics module.
The data verification module is used for carrying out data verification on the cross-selling insurance/lot corresponding to the time statistical caliber and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled in incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by an organization or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction.
As an alternative embodiment, the data verification module includes:
And the first verification unit is used for carrying out data verification on the cross-selling insurance/wholesale bill conforming to the time statistical caliber, and screening out the cross-selling insurance/wholesale bill which is incompletely filled.
Specifically, checking whether the policy service source is empty in the cross-selling policy/lot, i.e. whether the policy service type is empty, the logic is as follows:
the assignment of null is "policy source null (service type null)" for whether the service type of the policy (policy in cross-sell policy/lot) is null.
Checking whether the policy cross-selling direction is empty, the logic is as follows:
and assigning a value of 'cross-selling direction is null' to the fact that whether the cross-selling direction of the policy is null or not.
And the second checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist by the salesman.
Specifically, the logic for checking whether the agency sales force exists is as follows:
for the agent salesman of the policy, it is checked whether it exists in the salesman table, and if it does not exist after the first payment date is 2016, 02 and 05 days, the data will be assigned as "unused one-size (agent salesman does not exist)".
Checking whether the home salesman exists or not, wherein the logic is as follows:
for the consignee salesman of the policy, it is checked whether it is present in the salesman list and if the first payment date is after day 2016, 02 and 05, if not, the data will be assigned "unused one-size (home salesman not present)".
The third checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist in the mechanism;
checking whether the agency side mechanism exists or not, wherein the logic is as follows:
for the agency of the policy, checking whether the agency exists in the agency table, if not, the data is assigned as 'agency filling out non-specification (agency not exists').
Checking whether the principal mechanism exists, wherein the logic is as follows:
for the principal organization of the policy, checking whether it exists in the organization table, if not, the data will assign an "organization fill out non-specification (home organization not exists)".
And the fourth checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening the cross-selling insurance/lot which does not accord with the cross-selling direction.
Checking whether the attribution of the agency of the health care product policy and the cross-selling direction are consistent or not, wherein the logic is as follows:
for the health generation insurance policy, checking whether the agency affiliates with health risks, and if the cross-selling direction is the health generation, assigning the data as 'the non-health risks of the agency are not consistent with the cross-selling direction'.
Checking whether the attribution of the longevity generation policy agency is consistent with the cross-selling direction, and the logic is as follows:
for the life substitute production insurance policy, checking whether the agency is affiliated with life insurance, and if the cross-selling direction is life substitute production, if not, assigning the data as 'the agency is not in compliance with the cross-selling direction'.
Checking whether the attribution of the personnel of the agency of the health care product and the cross-selling direction are consistent or not, wherein the logic is as follows:
and checking whether the agency personnel belongs to health risks or not according to the health generation insurance policy, and if not, assigning the data as 'the agency non-health risks are not consistent with the cross-selling directions'.
Checking whether the attribution of the life generation policy agency is consistent with the cross-selling direction, wherein the logic is as follows:
for the life substitute production insurance policy, checking whether the agent belongs to life insurance, and if the cross-selling direction is life substitute production, if not, assigning the data as 'the agent does not have life insurance is not consistent with the cross-selling direction'.
Checking whether the attribution of the agency of the health care insurance agency is consistent with the cross-selling direction, and the logic is as follows:
for the health care policy of the generation, checking whether the agency is affiliated with the financial risk, and if the cross-selling direction is the health care policy of the generation, if not, assigning the data as 'the agency is not in financial risk and the cross-selling direction is not in compliance'.
Checking whether the attribution of the life agency and the cross selling direction are consistent or not, wherein the logic is as follows:
for the life health care policy, checking whether the agency is affiliated with life insurance, and if the cross-selling direction is life health care, if not, assigning the data as' the agency is not in charge of the life insurance and the cross-selling direction is not in charge of the business.
Checking whether the attribution of the agency personnel of the health care insurance policy generation agency is consistent with the cross-selling direction, wherein the logic is as follows:
for the health care policy of the generation, checking whether the agency personnel belongs to financial risk, and if the cross-selling direction is the health care policy of the generation, if not, assigning the data as 'the agency personnel is not in financial risk and the cross-selling direction is not in compliance'.
Checking whether the attribution of the life agency health care policy agency is consistent with the cross-selling direction, wherein the logic is as follows:
for the life health care policy, checking whether the agent personnel belongs to life insurance and whether the cross-selling direction is life health care, if not, assigning the data as 'agent non-life insurance is not consistent with the cross-selling direction'.
Checking whether the attribution of the service life insurance policy agency is consistent with the cross-selling direction, wherein the logic is as follows:
for the life insurance policy, checking whether the agency is affiliated with financial risk, and if the cross-selling direction is life, if not, assigning the data as 'agency is not matched with the cross-selling direction'.
Checking whether the attribution of the agency of the health service life insurance policy is consistent with the cross-selling direction, and the logic is as follows:
for the health life insurance policy, checking whether the agency is attributed to health risk, and if the cross-selling direction is health life, if not, assigning the data as 'agency is not matched with the cross-selling direction'.
The data merging module is used for completing the unqualified insurance/batch bill, merging the completed insurance/batch bill with the qualified insurance/batch bill, and generating an insurance/batch bill detail table.
In practical application, the non-verified data field is complemented with the original information of the non-compliance data (unqualified warranty/lot), and the normal data (qualified warranty/lot) and the non-compliance data are combined.
The information matching module is used for matching the protection/lot detail table with the organization information and the service manager information; the organization information includes agency organization information, commission organization information, and standard organization information.
As an alternative embodiment, the information matching module includes:
the agency information matching unit is used for matching the cross-selling insurance/wholesale bill with agency mechanism information; the agency information includes agency codes and agency names. Aiming at the financial life health care policy, the information such as the agency codes, the agency names and the like are matched step by step according to the agency grades. The agency levels include a secondary agency (province company), a tertiary agency (city level company), a quaternary agency (county level company), and a fifth agency (town level company).
The consignor information matching unit is used for matching the cross-selling insurance/wholesale list with the consignor mechanism information; the principal organization information includes a principal organization code and a principal organization name. Aiming at the financial life health care policy, the information such as the entruster organization codes, the organization names and the like are matched step by step according to the attribution organization grade.
The standard mechanism information matching unit is used for matching the cross-selling insurance/lot list matched with the agency mechanism information with the standard mechanism information; the standard institution information includes a standard institution code and a standard institution name. And mapping the same organization codes of the three sub-companies according to the organization information of the cross-selling insurance/wholesale matched with the organization information of the agency, and specifically, taking out the standard organization codes according to the agency second-level organization matching standard organization code table and the agency third-level organization matching standard organization code table on the insurance policy. The standard mechanism is a set of codes for arranging the standard mechanism, and can cover more than three levels of mechanisms of three sub-companies, then the mechanism of each company is mapped to the standard mechanism respectively by the risk, life and health risks, and the standard mechanism is unified by using the mapping table. The mapping relation between the secondary mechanism and the tertiary mechanism is counted only in the province of single-column city and direct-jurisdiction city, and the local city is not distinguished.
And the service manager information matching unit is used for matching the cross-selling insurance/wholesale list with the service manager information. And matching the service manager information according to the time that the service manager number is in the order.
The data statistics module is used for counting the qualified insurance/wholesale list at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
As an alternative embodiment, the performance statistics system of the cross-selling data of the present invention further comprises: an abnormal data processing module; the abnormal data processing module comprises:
the secondary verification unit is used for carrying out secondary verification on the unqualified warranty/lot list at regular time to obtain a secondarily verified warranty/lot list; the secondarily-verified warranty/lot comprises secondarily-verified unqualified warranty/lot and secondarily-verified qualified warranty/lot. The non-compliance data is recorded, processed monthly for the non-compliance data and re-verified. And the secondary verification unit is also used for conveying the secondary verification qualified insurance/batch to the data statistics module to carry out statistics at different angles.
And the filtering unit is used for filtering the secondary verification unqualified warranty/lot list. In practical application, the non-compliance data is filtered, so that the influence of the non-compliance data on the normal data analysis result is avoided.
As an alternative embodiment, the data statistics module includes:
the agency side angle counting unit is used for extracting cross-selling insurance/wholesale sheets meeting the first extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain the first property insurance cross-selling insurance/wholesale sheets, extracting cross-selling insurance/wholesale sheets meeting the second extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain the first life insurance cross-selling insurance/wholesale sheets, and extracting cross-selling insurance/wholesale sheets meeting the third extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain the first health insurance cross-selling insurance/wholesale sheets; counting the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the insurance fee of the first health insurance cross-selling insurance/wholesale bill, the number of insurance bill, the new production life health care bill paying scale insurance fee, the health life health care scale insurance fee and the life health care scale insurance fee; the first extraction condition is that the service type is not interactive service and is a cross-selling insurance/wholesale of the product life and the product health; the second extraction condition is a cross-selling insurance/wholesale of longevity instead of production and longevity instead of health; the second extraction condition is a cross-selling warranty/wholesale of healthy birth and healthy life.
In practical application, the business type is not interactive business, and the business life and health care insurance policy data enter the sub-process, the health insurance extraction meets the requirements of health generation and health generation, enters the sub-flow of the policy data, and then calculates the policy fee, the policy number, and the index data such as the scale policy fee, the health generation and life scale policy fee, the life generation and life scale policy fee, etc. according to the statistical dimension of institutions, personnel, etc.
The consignor angle statistics unit is used for extracting the cross-selling insurance/wholesale sheet meeting the fourth extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain a second property insurance cross-selling insurance/wholesale sheet, extracting the cross-selling insurance/wholesale sheet meeting the fifth extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain a second life insurance cross-selling insurance/wholesale sheet, and extracting the cross-selling insurance/wholesale sheet meeting the sixth extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain a second health insurance cross-selling insurance/wholesale sheet; counting the second property insurance cross-selling insurance/wholesale, the second life insurance cross-selling insurance/wholesale and the second health insurance cross-selling insurance/wholesale insurance fee, the number of insurance policies, the life care production scale insurance fee and the life care production life scale insurance fee; the fourth extraction condition is a cross-selling insurance/wholesale list of the longevity generation and the health generation; the fifth extraction condition is a cross-selling warranty/wholesale of the birth life and the health life; the sixth extraction condition is the cross-selling insurance/lot list of the product bond and the longevity bond.
In practical application, the insurance extraction meets the insurance policy data of the life and health care products, enters the sub-process, the insurance policy data of the life and health care products, and the health insurance extraction meets the insurance policy data of the life and health care products, and then the insurance policy data and the insurance policy number are counted according to the statistical dimension of institutions, personnel and the like, and index data such as the insurance fee, the insurance fee of the health care product scale, the health care fee of the life and health care scale, the insurance fee of the health care product scale and the like are counted.
And the personnel angle counting unit is used for counting the average manpower, life insurance activity rate, insurance production effective manpower and insurance production effective efficiency of the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the first health insurance cross-selling insurance/wholesale bill.
In practical application, the business type is not interactive business in terms of agent side, and the business type is not interactive business, and the business type is business life and business health insurance policy data entering sub-process, the business type is business life and business health policy data entering sub-process, the business life is business life and business health policy data entering sub-process, the business health policy is business health policy data entering sub-process, and the business health policy data is business health and business health policy data entering sub-process, and the business health policy data is used for statistics of manpower, average manpower, business life activity rate, business life effective manpower and business life effective efficiency index data in statistical dimensions of institutions, channels and the like.
And the unified mechanism angle counting unit is used for mapping the first property insurance cross-selling insurance/wholesale list, the first life insurance cross-selling insurance/wholesale list and the first health insurance cross-selling insurance/wholesale list to the same standard mechanism, and counting life generation and production health scale health care fees, health generation and production life scale health care fees and production life health care fees by the same standard mechanism.
In practical application, the business type is not interactive business in terms of agent side, and the business type is not business type, and the business type is business life and business health policy data entering sub-process, business life is taken out, business life and business health policy data entering sub-process, business health policy data mapping to the same organization, and index data such as business life and business health scale health fee, business life health scale health fee and the like are counted in unified organization dimension.
The invention provides real-time and T+1 data display from multiple angles of products, institutions, channels, models, agents, entrusters and the like, continuously completes a background data model, improves the capability and efficiency of a system (integrated performance query platform) for processing data, and ensures timely and accurate data release.
The invention can realize the cross-selling performance of the birthday health, can achieve the unification of data of different subsidiaries from a plurality of dimensionalities such as institutions, statistical time and the like; the invention has the technical effect that a method for counting the performance of dimension statistics such as unifying time caliber, distinguishing channels, institutions, personnel and the like can be adopted for cross-selling agency business of sub-companies under a group.
Cross sales performance statistics from the perspectives of agent, consignor, model, personnel, etc. can be achieved; the multi-angle multi-dimensional statistics platform has the technical effect that cross sales personnel or operation managers of different companies can quickly inquire multi-angle multi-dimensional statistics performance data on the platform.
Example two
To achieve the corresponding functions and technical effects of the embodiment, a method for performing statistics of cross-selling data is provided below, as shown in fig. 2, including:
acquiring a cross-selling insurance/lot bill conforming to a time statistical caliber; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the cross-selling insurance/wholesale of the property insurance institution or the latest date of the checking insurance, the single service effective date or group bill service underwriting date of the cross-selling insurance/wholesale of the life insurance institution or the financial accounting/service statistical date of the cross-selling insurance/wholesale of the health insurance institution.
Performing data verification on the cross-selling insurance/lot, and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled in incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by an organization or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction.
And completing the unqualified insurance/batch, and combining the completed insurance/batch with the qualified insurance/batch to generate an insurance/batch detail list.
Matching the warranty/lot detail table with organization information and service manager information; the organization information includes agency organization information, commission organization information, and standard organization information.
Counting the qualified insurance/lot at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
Example III
The invention provides an electronic device, comprising: the electronic device includes a memory for storing a computer program that is run to cause the electronic device to perform the performance statistics method of cross-sell data of embodiment two.
Example IV
The present invention provides a computer-readable storage medium storing a computer program which, when executed by a processor, implements the performance statistics method of cross-sales data of embodiment two.
The prior art scheme does not have an automatic processing platform, and the invention collects related data from the risk, life and health risks, and performs data normalization and statistical analysis in the same platform. The system can support cross-selling performance query service of three subsidiary companies of the product, the service life and the health, and meet the statistical analysis requirement of each subsidiary company and basic units on cross-selling business from multi-angle multi-dimension statistics.
The prior art scheme has no unified statistical time caliber, and aiming at the problem, the invention proposes the following steps: the financial insurance pick-up date or the underwriting date is larger; taking the effective date of the single service healthily, and the underwriting date of the group single service; the life insurance takes the financial accounting/business statistics time as the statistics time caliber of three subsidiary companies, and realizes the statistics of business in the same caliber.
The prior art scheme has no unified mechanism level, and mechanisms and mechanism codes established by all the subsidiaries are different and cannot be counted and compared at the same level. In order to solve the problem, the invention proposes to follow: the standard organization is used for uniformly mapping the organization codes of three families of the product life and health into one organization code according to the same dimension, supporting the mapping relation of a second-level organization and a third-level organization, and counting only single-column cities and direct-jurisdictional cities to provinces without distinguishing local cities.
The invention provides a method for counting premium from three dimensions of scale premium, new-period premium payment and standard premium.
The prior art does not support statistical analysis of personnel dimensions, and the scheme provides that for cross-selling performance, personnel at different angles are subjected to performance statistics from the angles of agents and entrusters.
The prior art does not support performance inquiry of personnel dimension, and the proposal provides that for cross-selling performance, the insurance policy list of the performance can be inquired and downloaded for personnel with different angles from the angles of agent side and entrusted side.
In the present specification, each embodiment is described in a progressive manner, and each embodiment is mainly described in a different point from other embodiments, and identical and similar parts between the embodiments are all enough to refer to each other. For the system disclosed in the embodiment, since it corresponds to the method disclosed in the embodiment, the description is relatively simple, and the relevant points refer to the description of the method section.
The principles and embodiments of the present invention have been described herein with reference to specific examples, the description of which is intended only to assist in understanding the methods of the present invention and the core ideas thereof; also, it is within the scope of the present invention to be modified by those of ordinary skill in the art in light of the present teachings. In view of the foregoing, this description should not be construed as limiting the invention.
Claims (9)
1. A performance statistics system for cross-selling data, comprising: a server and a performance statistics terminal; the server is connected with the performance statistics terminal;
the server is used for storing the cross-selling insurance/wholesale list and transmitting the cross-selling insurance/wholesale list which accords with the time statistics caliber to the performance statistics terminal; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the start or the latest date of the check of the cross-selling insurance/wholesale bill of the property insurance mechanism, the single service effective date or the group bill service underwriting date of the cross-selling insurance/wholesale bill of the life insurance mechanism or the financial accounting/service statistical date of the cross-selling insurance/wholesale bill of the health insurance mechanism;
the performance statistics terminal comprises a data verification module, a data merging module, an information matching module and a data statistics module;
the data verification module is used for carrying out data verification on the cross-selling insurance/lot corresponding to the time statistical caliber and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled out incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by a mechanism or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction;
The data merging module is used for completing the unqualified insurance/batch bill, merging the completed insurance/batch bill with the qualified insurance/batch bill, and generating an insurance/batch bill detail table;
the information matching module is used for matching the protection/lot detail table with the organization information and the service manager information; the organization information comprises agency organization information, commission organization information and standard organization information;
the data statistics module is used for counting the qualified insurance/wholesale list at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
2. The cross-sell data performance statistics system of claim 1, wherein the server is further configured to extract incremental data from a property insurance agency's core database using data warehouse technology ETL and to receive incremental data reported by life insurance agencies and health insurance agencies; the incremental data is a cross-selling warranty/lot added during a pre-set period of time.
3. The cross-sell data performance statistics system of claim 1, wherein the data verification module comprises:
the first verification unit is used for carrying out data verification on the cross-selling insurance/wholesale bill conforming to the time statistical caliber, and screening out the cross-selling insurance/wholesale bill which is incompletely filled;
The second checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist by the salesman;
the third checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening out the cross-selling insurance/lot which does not exist in the mechanism;
and the fourth checking unit is used for checking the data of the cross-selling insurance/lot corresponding to the time statistical caliber and screening the cross-selling insurance/lot which does not accord with the cross-selling direction.
4. The cross-sell data performance statistics system of claim 1, wherein the information matching module comprises:
the agency information matching unit is used for matching the cross-selling insurance/wholesale bill with agency mechanism information; the agency information comprises agency codes and agency names;
the consignor information matching unit is used for matching the cross-selling insurance/wholesale list with the consignor mechanism information; the principal mechanism information comprises principal mechanism codes and principal mechanism names;
the standard mechanism information matching unit is used for matching the cross-selling insurance/lot list matched with the agency mechanism information with the standard mechanism information; the standard organization information comprises a standard organization code and a standard organization name;
And the service manager information matching unit is used for matching the cross-selling insurance/wholesale list with the service manager information.
5. The cross-sell data performance statistics system of claim 1, further comprising: an abnormal data processing module; the abnormal data processing module comprises:
the secondary verification unit is used for carrying out secondary verification on the unqualified warranty/lot list at regular time to obtain a secondarily verified warranty/lot list; the secondarily-verified warranty/lot comprises secondarily-verified unqualified warranty/lot and secondarily-verified qualified warranty/lot;
and the filtering unit is used for filtering the secondary verification unqualified warranty/lot list.
6. The cross-sell data performance statistics system of claim 1, wherein the data statistics module comprises:
the agency side angle counting unit is used for extracting cross-selling insurance/wholesale sheets meeting the first extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain the first property insurance cross-selling insurance/wholesale sheets, extracting cross-selling insurance/wholesale sheets meeting the second extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain the first life insurance cross-selling insurance/wholesale sheets, and extracting cross-selling insurance/wholesale sheets meeting the third extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain the first health insurance cross-selling insurance/wholesale sheets; counting the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the insurance fee of the first health insurance cross-selling insurance/wholesale bill, the number of insurance bill, the new production life health care bill paying scale insurance fee, the health life health care scale insurance fee and the life health care scale insurance fee; the first extraction condition is that the service type is not interactive service and is a cross-selling insurance/wholesale of the product life and the product health; the second extraction condition is a cross-selling insurance/wholesale of longevity instead of production and longevity instead of health; the second extraction condition is a cross-selling warranty/wholesale of healthy generation and healthy generation life;
The consignor angle statistics unit is used for extracting the cross-selling insurance/wholesale sheet meeting the fourth extraction condition from the cross-selling insurance/wholesale sheets of the property insurance mechanism to obtain a second property insurance cross-selling insurance/wholesale sheet, extracting the cross-selling insurance/wholesale sheet meeting the fifth extraction condition from the cross-selling insurance/wholesale sheets of the life insurance mechanism to obtain a second life insurance cross-selling insurance/wholesale sheet, and extracting the cross-selling insurance/wholesale sheet meeting the sixth extraction condition from the cross-selling insurance/wholesale sheets of the health insurance mechanism to obtain a second health insurance cross-selling insurance/wholesale sheet; counting the second property insurance cross-selling insurance/wholesale, the second life insurance cross-selling insurance/wholesale and the second health insurance cross-selling insurance/wholesale insurance fee, the number of insurance policies, the life care production scale insurance fee and the life care production life scale insurance fee; the fourth extraction condition is a cross-selling insurance/wholesale list of the longevity generation and the health generation; the fifth extraction condition is a cross-selling warranty/wholesale of the birth life and the health life; the sixth extraction condition is a cross-selling warranty/wholesale of the product bond and the longevity bond;
the personnel angle counting unit is used for counting the average manpower, life insurance activity rate, insurance production effective manpower and insurance production effective rate of the first property insurance cross-selling insurance/wholesale bill, the first life insurance cross-selling insurance/wholesale bill and the first health insurance cross-selling insurance/wholesale bill;
And the unified mechanism angle counting unit is used for mapping the first property insurance cross-selling insurance/wholesale list, the first life insurance cross-selling insurance/wholesale list and the first health insurance cross-selling insurance/wholesale list to the same standard mechanism, and counting life generation and production health scale health care fees, health generation and production life scale health care fees and production life health care fees by the same standard mechanism.
7. A method of performance statistics for cross-selling data, comprising:
acquiring a cross-selling insurance/lot bill conforming to a time statistical caliber; the cross-selling insurance policies include cross-selling insurance policies of property insurance institutions, life insurance institutions, and health insurance institutions; the time statistical caliber is the latest date of the start or the latest date of the check of the cross-selling insurance/wholesale bill of the property insurance mechanism, the single service effective date or the group bill service underwriting date of the cross-selling insurance/wholesale bill of the life insurance mechanism or the financial accounting/service statistical date of the cross-selling insurance/wholesale bill of the health insurance mechanism;
performing data verification on the cross-selling insurance/lot, and screening out unqualified insurance/lot; the unqualified insurance/wholesale list is a cross-selling insurance/wholesale list which is filled out incompletely, a cross-selling insurance/wholesale list which does not exist by a salesperson, a cross-selling insurance/wholesale list which does not exist by a mechanism or a cross-selling insurance/wholesale list which does not accord with a cross-selling direction;
The unqualified insurance/batch list is completed, and the completed insurance/batch list and the qualified insurance/batch list are combined to generate an insurance/batch list detail list;
matching the warranty/lot detail table with organization information and service manager information; the organization information comprises agency organization information, commission organization information and standard organization information;
counting the qualified insurance/lot at different angles; the different angles include a agency angle, a commission angle, a personnel angle, and a unified organization angle.
8. An electronic device, comprising: a memory for storing a computer program, and a processor that runs the computer program to cause the electronic device to perform the cross-selling data performance statistics method of claim 7.
9. A computer readable storage medium, characterized in that the computer readable storage medium stores a computer program which, when executed by a processor, implements the performance statistics method of cross-sales data of claim 7.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310137817.2A CN116012033A (en) | 2023-02-14 | 2023-02-14 | Cross-selling data performance statistics system, method, electronic device and medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202310137817.2A CN116012033A (en) | 2023-02-14 | 2023-02-14 | Cross-selling data performance statistics system, method, electronic device and medium |
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| Publication Number | Publication Date |
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| CN116012033A true CN116012033A (en) | 2023-04-25 |
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|---|---|---|---|
| CN202310137817.2A Pending CN116012033A (en) | 2023-02-14 | 2023-02-14 | Cross-selling data performance statistics system, method, electronic device and medium |
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| Country | Link |
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| CN (1) | CN116012033A (en) |
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- 2023-02-14 CN CN202310137817.2A patent/CN116012033A/en active Pending
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