CN117094683A - Financial policy management system based on internet technology - Google Patents

Financial policy management system based on internet technology Download PDF

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Publication number
CN117094683A
CN117094683A CN202311187369.3A CN202311187369A CN117094683A CN 117094683 A CN117094683 A CN 117094683A CN 202311187369 A CN202311187369 A CN 202311187369A CN 117094683 A CN117094683 A CN 117094683A
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policy
data
user
module
management system
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张闯
马经纬
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Beijing Lima Technology Co ltd
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Beijing Lima Technology Co ltd
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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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G06Q10/103—Workflow collaboration or project management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F21/00—Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F21/30—Authentication, i.e. establishing the identity or authorisation of security principals
    • G06F21/31—User authentication
    • 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

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  • Human Resources & Organizations (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Computer Security & Cryptography (AREA)
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  • Entrepreneurship & Innovation (AREA)
  • Data Mining & Analysis (AREA)
  • Tourism & Hospitality (AREA)
  • Computer Hardware Design (AREA)
  • Software Systems (AREA)
  • General Engineering & Computer Science (AREA)
  • Quality & Reliability (AREA)
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Abstract

A financial policy management system based on the Internet technology comprises a user interface module, a data storage module, a user authentication module, an access control module, a data updating module, a reminding notification module and a system interaction module; the financial policy management system based on the Internet technology firstly realizes communication among user systems through the user interface module, the authenticated user can access the management system, different users have different management authorities, all policy data updating can send out a prompt to the user, and the management system can provide corresponding services according to the requirements of the user.

Description

Financial policy management system based on internet technology
Technical Field
The invention relates to the field of file management, in particular to a financial policy management system based on an internet technology.
Background
With the development of the age and the continuous growth of the financial industry, the demand for financial insurance policies is increasing. In order to efficiently manage and process a large number of financial policies, a financial policy management system is widely used. However, conventional financial policy management systems, which typically rely on a localized computer system for data storage using a separate database, suffer from a number of significant drawbacks that limit their efficiency and flexibility in meeting the rapidly evolving financial industry requirements. Resulting in inefficient data storage and retrieval, increasing the risk of redundant and repetitive work of the data, and secondly, policy data is often stored in separate systems, which are difficult to share and access between different departments and personnel. The information sharing, cooperation and decision making inside the insurance company become difficult, and the working efficiency and the customer service quality are affected, so that a financial policy management system based on the internet technology is provided, and policy data is stored in a cloud server by utilizing a cloud computing and distributed architecture based on the internet technology. The method has the advantages of high availability, expandability and flexibility, can support large-scale data storage and processing, realizes efficient data backup and recovery, can conveniently share and access policy information by integrating collaboration tools and real-time communication functions, improves internal collaboration efficiency and decision quality, and improves working efficiency according to artificial intelligence technology.
Disclosure of Invention
The invention aims to provide a financial policy management system based on the internet technology, which solves the problems in the background technology.
In order to achieve the above purpose, the invention provides a financial policy management system based on internet technology, which comprises a user interface module, a data storage module, a user authentication module, an access control module, a data update module, a reminding notification module and a system interaction module; the user interface module enables interaction between the user operation interface and the server, the data storage module designs a corresponding data structure, adopts a non-relational database, and uses a cloud storage technology to store the policy data safely; the user authentication module adopts double authentication of passwords and face recognition, so that only authenticated users can access the management system; the access control module limits the authority according to the importance degree of the data, and the user can only access the data within the authority; the data updating module realizes real-time synchronization of the system and the data source, and ensures the accuracy and the instantaneity of the policy data; the reminding notification module sends important information reminding related to the policy to the user; and the system interaction module is used for carrying out corresponding service according to the requirements of the user application and the generated artificial intelligence technology.
Further, the user interface module is connected with the policy database server through the design API interface in a network manner, and the user can access the data in the policy database server.
Further, the data storage module considers basic information of the financial insurance policy, designs a corresponding database structure, adopts a non-relational database for storage, meets the data storage requirement of the financial insurance policy management system, and adopts a distributed cloud server for the storage server to store the insurance policy data in a distributed manner. The data storage module ensures the security, integrity and accessibility of policy data.
Furthermore, the user authentication module provides a security authentication interface, and the user needs to verify the identity and the legality of the user through double authentication of a user name password and face recognition, and the verified user is allowed to enter the financial policy management system.
Furthermore, in the access control module, a system administrator manages the rights of different users, firstly, the data with different importance degrees are divided into different rights levels, then the administrator allocates corresponding rights to the users, the operation and viewing range of the policy information are limited, only the users with rights can add new policies and edit the policy information, and the ordinary users can only browse the policy data in the rights range. The access control module provides a secure, reliable, and flexible access control mechanism to protect the confidentiality and integrity of policy information.
Further, the data updating module is responsible for processing and managing updating operation of the policy data by utilizing an internet real-time synchronization technology, and is used for modifying policy information, updating policy state, deleting policy information, data verification and data synchronization; allowing the authorized user to modify the policy information, inputting new data through an interface provided by the user interface module, and updating the new data into the policy database; and the data synchronization is carried out with other systems, so that the consistency of the policy information is ensured, and after the policy information is updated, the data updating module synchronizes the updated data to the core system of the company, so that the consistency of the policy data is maintained. The data updating module ensures that the user can modify and update the policy information conveniently, efficiently and accurately.
Further, the reminding notification module is used for customizing notification conditions of users, and comprises policy data updating, policy changing request, policy application and policy claim settlement; the user self-defines a reminding mode, including mail and short message; the user sets up the important date reminder, including the policy due, premium payment date.
Further, the system interaction module can output requirements to the system at an operation interface by a user, the system analyzes the requirements of the user according to a natural language processing technology, and utilizes an AIGC generation type artificial intelligence technology to serve the requirements of the user, wherein the system comprises the steps of displaying a specific policy, answering related questions, analyzing policy data, opening a required policy and generating an image chart according to the policy data; the user only needs to input the request, and the system automatically executes the request by using an artificial intelligence technology, so that the working efficiency of the user is improved.
The beneficial effects are that:
the invention provides a financial policy management system based on an Internet technology, which comprises a user interface module, a data storage module, a user authentication module, an access control module, a data updating module, a reminding notification module and a system interaction module; the user interface module designs an API interface, so that quick and complete data interaction can be performed between the user operation interface and the server; the data storage module uses a distributed cloud storage technology to perform safe distributed storage on the policy data; the interaction can be performed, and the data storage module uses a cloud storage technology to safely store the policy data; the user authentication module adopts dual authentication of password and face recognition, and only authenticated users can access the management system, so that the safety and privacy of the management system are ensured; the access control module limits the authority according to the importance degree of the data, the user can only access the data within the authority, and can only modify the data within the authority, thereby protecting the confidentiality and the integrity of the policy information; the data updating module utilizes an internet real-time synchronization technology to realize real-time synchronization of the system and the data source, and ensures the accuracy and the instantaneity of the policy data; the reminding notification module enables a user to set in a personalized way, self-define reminding conditions, reminding dates and reminding modes, and enables the user to receive system information on time according to reminding; the system interaction module analyzes the user demands by utilizing a natural language processing technology according to the demands of the user application, and the system carries out corresponding services according to a generated artificial intelligence technology, so that the working efficiency is improved. The financial policy management system based on the Internet technology provided by the invention greatly improves the policy management efficiency by utilizing the Internet technology and through the functions of automation and integration. The user can quickly browse, inquire and process the policy information without consuming a great deal of time and manpower resources. And updating the state of the policy and related information in real time, and ensuring the accuracy and timeliness of the data. A large number of insurance policies can be processed more efficiently, and the work efficiency and customer satisfaction are improved. The security module ensures the security and privacy of the policy information, simultaneously facilitates the information sharing and cooperation between different departments and personnel, utilizes the artificial intelligence technology, and the system automatically performs the work within the function, thereby improving the working efficiency of the user.
Drawings
The invention will be further described with reference to the accompanying drawings, in which embodiments do not constitute any limitation on the invention, and other drawings can be obtained by one of ordinary skill in the art without undue effort from the following drawings.
Fig. 1 is a schematic diagram of the structure of the present invention.
Detailed Description
The invention is further described in connection with the following examples.
Referring to fig. 1, an objective of the present invention is to provide a financial policy management system based on internet technology, so as to solve the above-mentioned problems in the background art.
In order to achieve the above purpose, the invention provides a financial policy management system based on internet technology, which comprises a user interface module, a data storage module, a user authentication module, an access control module, a data update module, a reminding notification module and a system interaction module; the user interface module enables interaction between the user operation interface and the server, and the data storage module uses a cloud storage technology to safely store the policy data; the access control module provides a security authentication mechanism, and the user passing authentication can access the corresponding data; the data updating module realizes real-time synchronization of the system and the data source, and ensures the accuracy and the instantaneity of the policy data; the reminding notification module sends important information reminding related to the policy to the user; and the system interaction module is used for carrying out corresponding service according to the requirements of the user application and the generated artificial intelligence technology.
Specifically, the user interface module is connected with the policy database server through the design API interface, and the user can access the data in the policy database server.
Specifically, the data storage module considers basic information of the financial insurance policy, designs a corresponding database structure, adopts a non-relational database for storage, meets the data storage requirement of the financial insurance policy management system, and adopts a distributed cloud server for the storage server to store the insurance policy data in a distributed manner.
Specifically, the user authentication module provides a security authentication interface, and the user needs to verify the identity and the legality of the user through double authentication of a user name password and face recognition, and the verified user is allowed to enter the financial policy management system.
Specifically, in the access control module, a system administrator manages rights of different users, firstly, data with different importance degrees are divided into different rights levels, then the administrator allocates corresponding rights to the users, the operation and viewing range of the policy information are limited, only users with rights can add new policies and edit the policy information, and common users can only browse the policy data in the rights range.
Specifically, the data updating module processes and manages the updating operation of the policy data, and modifies the policy information, updates the policy state, deletes the policy information, performs data verification and performs data synchronization by providing the modified policy information; allowing the authorized user to modify the policy information, inputting new data through an interface provided by the user interface module, and updating the new data into the policy database; and the data synchronization is carried out with other systems, so that the consistency of the policy information is ensured, and after the policy information is updated, the data updating module synchronizes the updated data to the core system of the company, so that the consistency of the policy data is maintained.
Specifically, the reminding notification module is used for customizing notification conditions of a user, and comprises policy data update, a policy change request, a policy application and a policy claim settlement; the user self-defines a reminding mode, including mail and short message; the user may set an important date reminder including the policy expiration and premium payment date.
Specifically, the system interaction module enables a user to output requirements to the system at an operation interface, the system analyzes the user requirements according to a natural language processing technology, and utilizes an AIGC generation type artificial intelligence technology to serve the user requirements, wherein the system comprises the steps of displaying a specific policy, answering related questions, analyzing policy data, opening a required policy and generating an image chart according to the policy data; the user only needs to input the request, and the system automatically executes the request by using an artificial intelligence technology, so that the working efficiency of the user is improved.
The beneficial effects are that:
the invention provides a financial policy management system based on an Internet technology, which comprises a user interface module, a data storage module, a user authentication module, an access control module, a data updating module, a reminding notification module and a system interaction module; the user interface module designs an API interface, so that quick and complete data interaction can be performed between the user operation interface and the server; the data storage module uses a distributed cloud storage technology to perform safe distributed storage on the policy data; the interaction can be performed, and the data storage module uses a cloud storage technology to safely store the policy data; the user authentication module adopts dual authentication of password and face recognition, and only authenticated users can access the management system, so that the safety and privacy of the management system are ensured; the access control module limits the authority according to the importance degree of the data, the user can only access the data within the authority, and can only modify the data within the authority, thereby protecting the confidentiality and the integrity of the policy information; the data updating module utilizes an internet real-time synchronization technology to realize real-time synchronization of the system and the data source, and ensures the accuracy and the instantaneity of the policy data; the reminding notification module enables a user to set in a personalized way, self-define reminding conditions, reminding dates and reminding modes, and enables the user to receive system information on time according to reminding; the system interaction module analyzes the user demands by utilizing a natural language processing technology according to the demands of the user application, and the system carries out corresponding services according to a generated artificial intelligence technology, so that the working efficiency is improved. The financial policy management system based on the Internet technology provided by the invention greatly improves the policy management efficiency by utilizing the Internet technology and through the functions of automation and integration. The user can quickly browse, inquire and process the policy information without consuming a great deal of time and manpower resources. And updating the state of the policy and related information in real time, and ensuring the accuracy and timeliness of the data. A large number of insurance policies can be processed more efficiently, and the work efficiency and customer satisfaction are improved. The security module ensures the security and privacy of the policy information, simultaneously facilitates the information sharing and cooperation between different departments and personnel, utilizes the artificial intelligence technology, and the system automatically performs the work within the function, thereby improving the working efficiency of the user.
The present invention also provides a computer readable storage medium having stored therein at least one instruction that is loaded and executed by a processor to implement the above-described method. The computer readable storage medium may be, among other things, ROM, random access memory, CD-ROM, magnetic tape, floppy disk, optical data storage device, etc. The instructions stored therein may be loaded by a processor in the terminal and perform the methods described above.
The present invention is 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 flowchart illustrations and/or block diagrams, and combinations of flows and/or blocks in the flowchart illustrations 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, embedded processor, or other programmable data processing terminal device to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing terminal device, 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 apparatus 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 apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
The previous description of the disclosed embodiments is provided to enable any person skilled in the art to make or use the present invention. Various modifications to these embodiments will be readily apparent to those skilled in the art, and the generic principles defined herein may be applied to other embodiments without departing from the spirit or scope of the invention. Thus, the present invention is not intended to be limited to the embodiments shown herein but is to be accorded the widest scope consistent with the principles and novel features disclosed herein.

Claims (8)

1. A financial policy management system based on the Internet technology comprises a user interface module, a data storage module, a user authentication module, an access control module, a data updating module, a reminding notification module and a system interaction module; the user interface module enables interaction between the user operation interface and the server, and the data storage module uses a cloud storage technology to safely store the policy data; the user authentication module adopts dual authentication of password and face recognition, and only authenticated users can access the management system; the access control module limits the authority according to the importance degree of the data, and the user can only access the data within the authority; the data updating module realizes real-time synchronization of the system and the data source, and ensures the accuracy and the instantaneity of the policy data; the reminding notification module sends important information reminding related to the policy to the user; and the system interaction module is used for carrying out corresponding service according to the AIGC generation type artificial intelligence technology according to the requirements of the user application.
2. The financial policy management system according to claim 1, wherein the user interface module is connected to the policy database server through a design API interface, and the user can access the data in the policy database server.
3. The financial policy management system based on the internet technology according to claim 1, wherein the data storage module considers basic information of the financial policy, designs a corresponding database structure, adopts a non-relational database for storage, meets the data storage requirement of the financial policy management system, and adopts a distributed cloud server for distributed storage of policy data.
4. The financial policy management system according to claim 1, wherein the user authentication module provides a security authentication interface, the user needs to be authenticated by both user name password and face recognition, the identity and validity of the user are verified, and the verified user is allowed to enter the financial policy management system.
5. The financial policy management system based on internet technology according to claim 1, wherein the access control module, a system administrator performs rights management on different users, firstly, data with different importance degrees are divided into different rights levels, the administrator allocates corresponding rights to the users, the operation and viewing range of the policy information are limited, only users with rights can add new policies and edit the policy information, and general users can only browse the policy data in the rights range.
6. The financial policy management system according to claim 1, wherein the data update module processes and manages an update operation of policy data by providing modified policy information, updated policy status, deleted policy information, data verification, data synchronization using an internet real-time synchronization technique; allowing the authorized user to modify the policy information, inputting new data through an interface provided by the user interface module, and updating the new data into the policy database; and the data synchronization is carried out with other systems, so that the consistency of the policy information is ensured, and after the policy information is updated, the data updating module synchronizes the updated data to the core system of the company, so that the consistency of the policy data is maintained.
7. The financial policy management system according to claim 1, wherein the reminder notification module is configured to customize notification conditions including policy data update, policy change request, policy application, and policy claims; the user self-defines a reminding mode, including mail and short message; the user may set an important date reminder including the policy expiration and premium payment date.
8. The financial policy management system based on internet technology according to claim 1, wherein the system interaction module is configured to enable a user to output a request to the system at the operation interface, the system analyzes the user request according to the natural language processing technology, and services the user request by using the AIGC generation type artificial intelligence technology, including presenting a specific policy, answering a related question, analyzing policy data, opening a desired policy, and generating an image chart according to the policy data; the user only needs to input the request, and the system automatically executes the request by using an artificial intelligence technology, so that the working efficiency of the user is improved.
CN202311187369.3A 2023-09-14 2023-09-14 Financial policy management system based on internet technology Pending CN117094683A (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
CN202311187369.3A CN117094683A (en) 2023-09-14 2023-09-14 Financial policy management system based on internet technology

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
CN202311187369.3A CN117094683A (en) 2023-09-14 2023-09-14 Financial policy management system based on internet technology

Publications (1)

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CN117094683A true CN117094683A (en) 2023-11-21

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