CN117670220A - Method for automatically generating claim bill based on claim data - Google Patents
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Abstract
The invention provides a method for automatically generating a claim bill based on claim data, which comprises the following steps: s1: the user logs in a claim bill page; s2: the user authorizes to acquire the position information; s3: according to the acquired position information, interacting with the background, and matching and screening claim settlement data; s4: selecting claim data to be displayed; s5: configuring a template; s6: responding to user operation, sending a generation instruction, and outputting a generation result; s7: the user confirms whether the generated result is satisfied; the invention realizes the sharing of the claim data of provinces, cities and business units, acquires the claim data of the business units, the city companies and the provinces of the self in real time by using personnel through the data display of the foreground, completely realizes the sharing of the claim data, and solves the problems of uneven distribution of the claim data, opaque data and the like in daily business. The method is suitable for various use scenes such as automatic generation and communication of users at any time and any place when users are about clients and settle and communicate.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a method for automatically generating a claim bill based on claim data.
Background
How the claim information of the insurance industry can reach the sales line, so that the insurance industry can use the claim case to publicize the insurance, and the long-term persisting thing is required. Currently, business partners want to advertise claims, which can have the following problems and difficulties:
1. the difficulty of data acquisition is high, and the internal staff is required to share the data in a report form mode and the like.
2. It is difficult to obtain the desired data, and the partner is more willing to obtain the actual claims case of the customer served by the partner and the customer in the service area, and the actual data cannot be customized according to the partner demand.
3. The difficulty of the claim bill making is high, the claim bill making needs to be made manually, and if the data amount is large, the time is long.
4. The sharing will is insufficient, and for the case of non-local area and non-self, the partner sharing will be insufficient.
The problems that the service partner is difficult to acquire the claim data, the acquired data dimension is insufficient and the information quality is poor still exist in the actual working process are caused.
Disclosure of Invention
The invention aims to solve the defects in the prior art, and provides a method for automatically generating a claim bill based on claim data.
In order to achieve the above purpose, the invention adopts the following technical scheme:
a method for automatically generating claim bill based on claim data comprises terminal equipment, background and application program for automatically generating claim bill; the terminal equipment can be a mobile phone, a PC (Personal Computer, a personal computer), a tablet computer and the like;
the background comprises a database, wherein the database comprises a user personal information table and a claim settlement data table, the user personal information table comprises information such as a user name, a business unit name to which the user belongs, a city institution name to which the user belongs, a provincial institution name to which the user belongs and the like.
The claim data table stores claim data, wherein the claim data is reserved for business of clients after the claim report and the claim process are completed, and the claim data comprises information such as the total number of the claim, the total amount of money, the claim obtaining rate, the claim date, the amount of money, the name of the affiliated management unit, the name of the affiliated local city institution, the name of the affiliated provincial institution, the name of the affiliated user name and the like.
The database also stores an operation organization table comprising the names of the operation organizations and the ranges of the operation organizations, wherein the ranges of the operation organizations are longitude and latitude interval ranges.
The method comprises the following steps:
s1: the user logs in a claim bill page;
an application program for automatically generating the claim bill is installed on the terminal equipment, a background provides background service for the application program for automatically generating the claim bill, an application program starting instruction for automatically generating the claim bill, which is sent by user operation is monitored, the application program for automatically generating the claim bill is opened, and a claim bill page is logged in through a user name; the user name is the user identity.
S2: the user authorizes to acquire the position information;
the claim bill page monitors user login operation, obtains a user name, sends a position information obtaining instruction, simultaneously sends a system position service calling instruction to the terminal equipment, and pops up a current position authorization use interface after receiving the system position service instruction; the current location authorization-to-use interface includes two option buttons, namely an "agree" button and a "reject" button; monitoring user selection operation and configuring the acquisition permission of the system position; the 'agree' option button is used for acquiring the system position authorization passing, responding to the position information acquisition instruction and acquiring the detailed current position, wherein the current position comprises longitude and latitude; and if the authorization of the system position is not passed, the reject option button responds to the instruction for acquiring the position information, the personal information of the user in the background database is called, the name of the provincial level mechanism is acquired, the provincial level mechanism of the mechanism where the user is acquired, and the provincial level position is used for assigning.
S3: according to the acquired position information, interacting with the background, and matching and screening claim settlement data;
s31: according to the obtained current position, matching and screening claim settlement data;
the distance range value x is predefined in the application program for automatically generating claims bills for circular coordinate range calculation.
Taking the longitude, latitude and user name of the obtained current position as parameters, calling a background service, calculating the maximum longitude and latitude of the circular range by the background according to the current positioning and distance range value x, returning to the circular range, obtaining the ranges of all operation institutions intersected with the circular range according to an operation institution table, and obtaining the names of all operation institutions in the circular range; displaying in a list form for the actual selection of a user; after a user selects an operation unit according to actual demands, the name of the operation unit is acquired and transmitted to the background, and the background respectively matches and screens the existing claim data in the claim data table on the condition of the name of the operation unit and the name of the user, so that the claim data owned under the user name is displayed in a prioritized manner.
Further, S311: acquiring the claim data of the affiliated business unit if no personal claim data exists under the current user name;
and if the result is zero, acquiring the name of the affiliated management unit according to the personal information table of the user by the user name, then matching and screening the name of the affiliated management unit in the claim data table according to the name of the affiliated management unit, if the number of the matched claim data is still zero, acquiring the name of the local city institution, and if the number of the claim data is still zero, returning a prompt of no data, and if the number of the claim data is still zero, displaying the matched claim data in a list according to the actual number of the claim data or the agreed claim number.
The contracted number of the data is the number of the claim data meeting the conditions, which are screened by defining conditions such as screening time, amount and default display number, in order to prevent the number of the data from being excessive after screening.
S32: matching and screening the claim settlement data according to the acquired provincial position information;
and matching and screening the existing claim data according to the name of the provincial organization by taking the acquired provincial position information as a parameter to form a claim data list for selection by a user.
S4: selecting claim data to be displayed;
the user selects one piece of claim data according to the requirements to generate a selection record;
s5: configuring a template;
the background also comprises a template library, wherein a part of the preset claim template of the application program for automatically generating the claim bill is stored in the template library, the front end of the application program for automatically generating the claim bill is provided with a preview container, and an AJAX request can be sent through an Ajax () function to acquire template content and display the template content in the preview container. And the user selects a required claim settlement template according to the template content displayed in the preview container, and obtains and associates the claim settlement template in the background according to the selected claim settlement template.
The claim template comprises the information to be displayed such as the total number of the claims, the total amount, the claim obtaining rate, the claim obtaining date, the amount, the name of the affiliated management unit, the name of the affiliated local market institution, the name of the affiliated provincial institution, the name of the affiliated user name and the like, the information to be displayed is processed by using an identifier [ n ], for example, the total number of the claims is used [1], the total amount is used [2], and the data to be displayed are sequentially analogically input with identifiers one by one according to the sequence position of each information to be displayed in the claim data table; an identifier [ n ], wherein n represents an nth column in the selected claims data table, n being a natural number;
the claim templates are unified as ppt types.
S6: responding to user operation, sending a generation instruction, and outputting a generation result;
responding to user operation, sending a generation instruction, receiving the generation instruction by the background, and analyzing the template content of the selected claim template to obtain an identifier; and acquiring specific data items in the selected claim data according to the selection record, wherein the specific data items comprise the total number of the claims, the total amount of money, the claim obtaining rate, the claim obtaining date, the amount of money, the name of the affiliated management unit, the name of the affiliated local city institution, the name of the affiliated provincial institution, the information of the affiliated user name and the like. Matching, replacing according to the position relation between the identifier in the claim template and the data item, for example: the identifier [1] in the template can be positioned to the field of the sum of claims in the data item according to the position relation, then the replacement of the actual value of the field and the identifier [1] is completed, and the subsequent identifiers are circularly searched for replacement according to the method until the replacement of all identifiers in the template is completed; after the replacement is completed, converting ppt into a picture format, outputting a generation result, and receiving the generation result by an application program for automatically generating the claim bill for display.
S7: the user confirms whether the generated result is satisfied;
the user confirms according to the displayed generation result, and downloads or shares the generation result according to the actual use if satisfied; if not, repeating the steps S5-S7, and generating again until the effect is satisfied, and downloading or sharing the picture.
S8: presetting a claim template, wherein the requirement cannot be met, and configuring a custom template file;
s81: custom editing template files and storing the template files to a local place;
a user builds a ppt type template file, in the template file, the content of the template file is edited by self definition according to the requirement, and the information to be displayed is processed by using an identifier [ n ]; after editing is completed, the template file is saved to the local;
s82: uploading a template file to a template library;
responding to user operation, adding a template file, and generating an uploading request; the uploading request carries the template file and is sent to the background, the background receives the uploading request, the template file is obtained, and the content and the safety of the template file are verified, specifically: firstly judging the type of a template file, if the type of the template file is not ppt, feeding back a file type disagreement, uploading a ppt type file, secondly verifying the size of the template file, if the size exceeds a specified size, feeding back a file exceeding a maximum allowable range, uploading after compressing, finally verifying an identifier in the file, if the identifier 'and' is required to appear in pairs, if the defect is found, feeding back a 'true identifier' if the defect is found, storing the template file in a template library by a background after all the verification passes, and returning a 'uploading success' prompt by a foreground.
S83: refreshing visual display of a template library and selecting a template file;
and returning to the preview container, sending a request for acquiring the template content, re-acquiring the financial templates in the template library for display, and selecting the uploaded template file.
S9: selecting an uploaded template file, executing step S6, obtaining a generation result, and confirming the generation result;
and the user judges whether the generated result is satisfied according to the effect diagram showing the generated result, downloads or forwards the generated result according to the actual application, and if the generated result is not satisfied, modifies the template and then re-uploads the template library to generate the result again until the generated result is satisfied, and downloads or forwards the generated result.
Compared with the prior art, the invention has the beneficial effects that: 1. according to the invention, the current position information is acquired in a map positioning mode, the data screening and matching are carried out, the claim settlement data suitable for the current user to display is selected, the problem that the user needs to manually record literal data such as case reporting information, claim settlement progress, case state and the like in the past is solved, the generation of a single claim settlement key is realized in a mode of combining a built-in template and a personalized template, and the generated picture file can be shared to each path;
2. the invention realizes the sharing of the claim data of provinces, cities and business units, acquires the claim data of the business units, the city companies and the provinces of the self in real time by using personnel through the data display of the foreground, completely realizes the sharing of the claim data, and solves the problems of uneven distribution of the claim data, opaque data and the like in daily business;
3. compared with the existing data and template generation results, the method has larger autonomy for data selection, and what result needs to be generated is selected by the user; secondly, the method for acquiring the data by using the positioning mode is not realized by the data and template generation result.
4. The method is suitable for various use scenes such as automatic generation and communication at any time and any place when users are about clients and communicate with each other for claims, and better work for supporting the claims settlement service is achieved.
Drawings
FIG. 1 is a flow chart of a method of automatically generating claim bills based on claim data according to the present invention.
Description of the embodiments
For a further understanding of the objects, construction, features, and functions of the invention, reference should be made to the following detailed description of the preferred embodiments.
As shown in fig. 1, a method for automatically generating a claim bill based on claim data includes a terminal device, a background, and an application program for automatically generating the claim bill; the terminal equipment can be a mobile phone, a PC (Personal Computer, a personal computer), a tablet computer and the like;
the background comprises a database, wherein the database comprises a user personal information table and a claim settlement data table, the user personal information table comprises information such as a user name, a business unit name to which the user belongs, a city institution name to which the user belongs, a provincial institution name to which the user belongs and the like.
The claim data table stores claim data, wherein the claim data is reserved for business of clients after the claim report and the claim process are completed, and the claim data comprises information such as the total number of the claim, the total amount of money, the claim obtaining rate, the claim date, the amount of money, the name of the affiliated management unit, the name of the affiliated local city institution, the name of the affiliated provincial institution, the name of the affiliated user name and the like.
The database also stores an operation organization table comprising the names of the operation organizations and the ranges of the operation organizations, wherein the ranges of the operation organizations are longitude and latitude interval ranges.
The method comprises the following steps:
s1: the user logs in a claim bill page;
an application program for automatically generating the claim bill is installed on the terminal equipment, a background provides background service for the application program for automatically generating the claim bill, an application program starting instruction for automatically generating the claim bill, which is sent by user operation is monitored, the application program for automatically generating the claim bill is opened, and a claim bill page is logged in through a user name; the user name is the user identity.
S2: the user authorizes to acquire the position information;
the claim bill page monitors user login operation, obtains a user name, sends a position information obtaining instruction, simultaneously sends a system position service calling instruction to the terminal equipment, and pops up a current position authorization use interface after receiving the system position service instruction; the current location authorization-to-use interface includes two option buttons, namely an "agree" button and a "reject" button; monitoring user selection operation and configuring the acquisition permission of the system position; the 'agree' option button is used for acquiring the system position authorization passing, responding to the position information acquisition instruction and acquiring the detailed current position, wherein the current position comprises longitude and latitude; and if the authorization of the system position is not passed, the reject option button responds to the instruction for acquiring the position information, the personal information of the user in the background database is called, the name of the provincial level mechanism is acquired, the provincial level mechanism of the mechanism where the user is acquired, and the provincial level position is used for assigning.
S3: according to the acquired position information, interacting with the background, and matching and screening claim settlement data;
s31: according to the obtained current position, matching and screening claim settlement data;
the distance range value x is predefined in the application program for automatically generating claims bills for circular coordinate range calculation.
Taking the longitude, latitude and user name of the obtained current position as parameters, calling a background service, calculating the maximum longitude and latitude of the circular range by the background according to the current positioning and distance range value x, returning to the circular range, obtaining the ranges of all operation institutions intersected with the circular range according to an operation institution table, and obtaining the names of all operation institutions in the circular range; displaying in a list form for the actual selection of a user; after a user selects an operation unit according to actual demands, the name of the operation unit is acquired and transmitted to the background, and the background respectively matches and screens the existing claim data in the claim data table on the condition of the name of the operation unit and the name of the user, so that the claim data owned under the user name is displayed in a prioritized manner. The latitude and longitude range is determined by using the current position, and claim data suitable for users in the area can be screened out more accurately.
Further, S311: acquiring the claim data of the affiliated business unit if no personal claim data exists under the current user name;
and if the result is zero, acquiring the name of the affiliated management unit according to the personal information table of the user by the user name, then matching and screening the name of the affiliated management unit in the claim data table according to the name of the affiliated management unit, if the number of the matched claim data is still zero, acquiring the name of the local city institution, and if the number of the claim data is still zero, returning a prompt of no data, and if the number of the claim data is still zero, displaying the matched claim data in a list according to the actual number of the claim data or the agreed claim number.
The contracted number of the data is the number of the claim data meeting the conditions, which are screened by defining conditions such as screening time, amount and default display number, in order to prevent the number of the data from being excessive after screening.
S32: matching and screening the claim settlement data according to the acquired provincial position information;
and matching and screening the existing claim data according to the name of the provincial organization by taking the acquired provincial position information as a parameter to form a claim data list for selection by a user.
S4: selecting claim data to be displayed;
the user selects one piece of claim data according to the requirements to generate a selection record;
s5: configuring a template;
the background also comprises a template library, wherein a part of the preset claim template of the application program for automatically generating the claim bill is stored in the template library, the front end of the application program for automatically generating the claim bill is provided with a preview container, and an AJAX request can be sent through an Ajax () function to acquire template content and display the template content in the preview container. And the user selects a required claim settlement template according to the template content displayed in the preview container, and obtains and associates the claim settlement template in the background according to the selected claim settlement template.
The claim template comprises information such as the number of total pieces of claim, total amount, the rate of claim obtaining, the date of claim obtaining, amount, the name of the affiliated management unit, the name of the affiliated local market institution, the name of the affiliated provincial institution, the name of the affiliated user name and the like, the information to be displayed is processed by using an identifier [ n ], for example, the number of total pieces of claim is used [1], the total amount is used [2], and the data to be displayed are analogically input by one-to-one according to the sequence position of each information in the claim data table; an identifier [ n ], wherein n represents an nth column in the selected claim data, n being a natural number;
the templates are unified as ppt types.
S6: responding to user operation, sending a generation instruction, and outputting a generation result;
responding to user operation, sending a generation instruction, receiving the generation instruction by the background, and analyzing the template content of the selected claim template to obtain an identifier; and acquiring specific data items in the selected claim data according to the selection record, wherein the specific data items comprise the total number of the claims, the total amount of money, the claim obtaining rate, the claim obtaining date, the amount of money, the name of the affiliated management unit, the name of the affiliated local city institution, the name of the affiliated provincial institution, the information of the affiliated user name and the like. Matching, replacing according to the position relation between the identifier in the claim template and the data item, for example: the identifier [1] in the template can be positioned to the field of the sum of claims in the data item according to the position relation, then the replacement of the actual value of the field and the identifier [1] is completed, and the subsequent identifiers are circularly searched for replacement according to the method until the replacement of all identifiers in the template is completed; after the replacement is completed, converting ppt into a picture format, outputting a generation result, and receiving the generation result by an application program for automatically generating the claim bill for display.
S7: the user confirms whether the generated result is satisfied;
the user confirms according to the displayed generation result, and downloads or shares the generation result according to the actual use if satisfied; if not, repeating the steps S5-S7, and generating again until the effect is satisfied, and downloading or sharing the picture.
S8: presetting a claim template, wherein the requirement cannot be met, and configuring a custom template file;
s81: custom editing template files and storing the template files to a local place;
a user builds a ppt type template file, in the template file, the content of the template file is edited by self definition according to the requirement, and the information to be displayed is processed by using an identifier [ n ]; after editing is completed, the template file is saved to the local;
s82: uploading a template file to a template library;
responding to user operation, adding a template file, and generating an uploading request; the uploading request carries the template file and is sent to the background, the background receives the uploading request, the template file is obtained, and the content and the safety of the template file are verified, specifically: firstly judging the type of a template file, if the type of the template file is not ppt, feeding back a file type disagreement, uploading a ppt type file, secondly verifying the size of the template file, if the size exceeds a specified size, feeding back a file exceeding a maximum allowable range, uploading after compressing, finally verifying an identifier in the file, if the identifier 'and' is required to appear in pairs, if the defect is found, feeding back a 'true identifier' if the defect is found, storing the template file in a template library by a background after all the verification passes, and returning a 'uploading success' prompt by a foreground.
S83: refreshing visual display of a template library and selecting a template file;
and returning to the preview container, sending a request for acquiring the template content, and re-acquiring the financial templates in the template library for display.
S9: s6, selecting an uploaded template file to execute, acquiring a generation result, and confirming the generation result;
and the user judges whether the generated result is satisfied according to the effect diagram showing the generated result, downloads or forwards the generated result according to the actual application, and if the generated result is not satisfied, modifies the template and then re-uploads the template library to generate the result again until the generated result is satisfied, and downloads or forwards the generated result.
The invention has been described with respect to the above-described embodiments, however, the above-described embodiments are merely examples of practicing the invention. It should be noted that the disclosed embodiments do not limit the scope of the invention. On the contrary, the intention is to cover all modifications, equivalents, and alternatives falling within the spirit and scope of the invention.
Claims (7)
1. A method for automatically generating claim bills based on claim data, characterized in that: the method comprises terminal equipment, a background and an application program for automatically generating claim bills;
the background comprises a database, wherein the database comprises a user personal information table and a claim settlement data table; the database also stores an operation mechanism table which comprises an operation mechanism name and an operation mechanism range, wherein the operation mechanism range is a longitude and latitude interval range;
the method comprises the following steps:
s1: the user logs in a claim bill page;
an application program for automatically generating the claim bill is installed on the terminal equipment, a background provides background service for the application program for automatically generating the claim bill, an application program starting instruction for automatically generating the claim bill, which is sent by user operation is monitored, the application program for automatically generating the claim bill is opened, and a claim bill page is logged in through a user name;
s2: the user authorizes to acquire the position information;
s3: according to the acquired position information, interacting with the background, and matching and screening claim settlement data;
s4: selecting claim data to be displayed;
the user selects one piece of claim data according to the requirements to generate a selection record;
s5: configuring a template;
the background also comprises a template library, wherein a part of the preset claim template of the application program for automatically generating the claim bill is stored in the template library, and a preview container is arranged at the front end of the application program for automatically generating the claim bill so as to acquire template content and display the template content in the preview container; the user selects a required claim settlement template according to the template content displayed in the preview container, and the user obtains and associates the claim settlement template in the background according to the selected claim settlement template;
the claim template contains information to be displayed, and the information to be displayed is processed by using an identifier;
s6: responding to user operation, sending a generation instruction, and outputting a generation result;
responding to user operation, sending a generation instruction, receiving the generation instruction by the background, and analyzing the template content of the selected claim template to obtain an identifier; according to the selection record, specific data items in the selected claim data are obtained, matching and replacement are carried out according to the position relation between the identifiers in the claim template and the data items, and replacement identifiers are searched circularly until replacement of all the identifiers in the template is completed; after the replacement is completed, converting ppt into a picture format, outputting a generation result, and receiving the generation result by an application program for automatically generating a claim bill for display;
s7: the user confirms whether the generated result is satisfied;
the user confirms according to the displayed generation result, and downloads or shares the generation result according to the actual use if satisfied; and if not, repeating the steps S5-S7, and generating again until the effect is satisfied, and downloading or sharing the picture.
2. The method of automatically generating claim bills based on claim data as claimed in claim 1, wherein: the user personal information table comprises a user name, an operation unit name to which the user belongs, a city agency name to which the user belongs and a provincial agency name to which the user belongs;
the claim data table stores claim data, wherein the claim data is reserved for business of customer report and saving in the background after the claim process is completed, and the claim data comprises the total number of claims, total amount, claim obtaining rate, claim date, amount, name of affiliated business unit, name of affiliated local city institution, name of affiliated provincial institution and affiliated user name;
the information to be displayed comprises the total number of the claims, the total amount, the odds obtaining rate, the date of the claims, the amount, the name of the affiliated management unit, the name of the affiliated local city institution, the name of the affiliated provincial institution and the name of the affiliated user;
and correspondingly inputting identifiers according to the sequence positions of the information to be displayed in the claim data table.
3. The method of automatically generating claim bills based on claim data as claimed in claim 2, wherein: the step S2 comprises the following steps: the claim bill page monitors user login operation, obtains a user name, sends a position information obtaining instruction, simultaneously sends a system position service calling instruction to the terminal equipment, and pops up a current position authorization use interface after receiving the system position service instruction; the current location authorization-to-use interface includes two option buttons, namely an "agree" button and a "reject" button; monitoring user selection operation and configuring the acquisition permission of the system position; the 'agree' option button is used for acquiring the system position authorization passing, responding to the position information acquisition instruction and acquiring the detailed current position, wherein the current position comprises longitude and latitude; and if the authorization of the system position is not passed, the reject option button responds to the instruction for acquiring the position information, the personal information of the user in the background database is called, the name of the provincial level mechanism is acquired, the provincial level mechanism of the mechanism where the user is acquired, and the provincial level position is used for assigning.
4. A method of automatically generating claim bills based on claim 3 wherein: the step S3 comprises the following steps:
s31: according to the obtained current position, matching and screening claim settlement data;
the distance range value x is predefined in an application program for automatically generating the claim bill and is used for calculating a circular coordinate range;
taking the longitude, latitude and user name of the obtained current position as parameters, calling a background service, calculating the maximum longitude and latitude of the circular range by the background according to the current positioning and distance range value x, returning to the circular range, obtaining the ranges of all operation institutions intersected with the circular range according to an operation institution table, and obtaining the names of all operation institutions in the circular range; displaying in a list form for the actual selection of a user; after a user selects an operation unit according to actual demands, acquiring the name of the operation unit and transmitting the name to a background, and the background respectively matches and screens the existing claim data in the claim data table under the condition of the name of the operation unit and the name of the user, and displays the claim data owned under the name of the user in a priority order;
s32: matching and screening the claim settlement data according to the acquired provincial position information;
and matching and screening the existing claim data according to the name of the provincial organization by taking the acquired provincial position information as a parameter to form a claim data list for selection by a user.
5. The method of automatically generating claim bills based on claim 4 wherein: further comprises: s311: acquiring the claim data of the affiliated business unit if no personal claim data exists under the current user name;
the background obtains the number of the owned claim data through the user name, if the result is zero, obtains the name of the affiliated management unit according to the personal information table of the user through the user name, then matches and screens the name of the affiliated management unit in the claim data table according to the name of the affiliated management unit, if the number of the matched claim data is still zero, the name of the local city institution is required to be obtained, the claim data is obtained according to the name of the local city institution, if the number of the claim data is still zero, a prompt 'no data' is returned, and if the number of the claim data is still zero, the matched claim data is displayed in a list according to the actual number of the claim data or the agreed claim number;
the contracted number of items is the number of items of claim data meeting the conditions which are screened by defining conditions of screening time, amount and default display number of items.
6. The method of automatically generating claim bills based on claim data as claimed in claim 1, wherein: further comprises:
s8: presetting a claim template, wherein the requirement cannot be met, and configuring a custom template file;
s81: custom editing template files and storing the template files to a local place;
creating a ppt type template file by a user, in the template file, customizing and editing the content of the template file according to the requirement, and processing information to be displayed by using an identifier; after editing is completed, the template file is saved to the local;
s82: uploading a template file to a template library;
responding to user operation, adding a template file, and generating an uploading request; the uploading request carries the template file and is sent to the background, the background receives the uploading request, the template file is obtained, and the content and the safety of the template file are verified, specifically: firstly judging the type of a template file, if the type is not ppt type, feeding back a file type disagreement, uploading a ppt type file, secondly verifying the size of the template file, if the size exceeds a specified size, feeding back a file exceeding a maximum allowable range, uploading after compressing, finally verifying an identifier in the file, if the identifier 'and' needs to appear in pairs, if the defect is found, feeding back a 'true identifier' if the defect is found, storing the template file in a template library by a background after all the verification passes, and returning a 'uploading success' prompt by a foreground;
s83: refreshing visual display of a template library and selecting a template file;
returning to the preview container, sending a request for acquiring template content, and re-acquiring financial templates in a template library for display;
s9: selecting an uploaded template file, executing step S6, obtaining a generation result, and confirming the generation result;
and the user judges whether the generated result is satisfied according to the effect diagram showing the generated result, downloads or forwards the generated result according to the actual application, and if the generated result is not satisfied, modifies the template and then re-uploads the template library to generate the result again until the generated result is satisfied, and downloads or forwards the generated result.
7. The method of automatically generating claim bills based on claim data as claimed in claim 1, wherein: the terminal equipment can be a mobile phone, a PC and a tablet personal computer.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202311607639.1A CN117670220A (en) | 2023-11-29 | 2023-11-29 | Method for automatically generating claim bill based on claim data |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202311607639.1A CN117670220A (en) | 2023-11-29 | 2023-11-29 | Method for automatically generating claim bill based on claim data |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN117670220A true CN117670220A (en) | 2024-03-08 |
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ID=90063375
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| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202311607639.1A Pending CN117670220A (en) | 2023-11-29 | 2023-11-29 | Method for automatically generating claim bill based on claim data |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN117670220A (en) |
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2023
- 2023-11-29 CN CN202311607639.1A patent/CN117670220A/en active Pending
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