CN117688923A - System and method for generating insurance industry activity electronic invitation - Google Patents
System and method for generating insurance industry activity electronic invitation Download PDFInfo
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- CN117688923A CN117688923A CN202311600869.5A CN202311600869A CN117688923A CN 117688923 A CN117688923 A CN 117688923A CN 202311600869 A CN202311600869 A CN 202311600869A CN 117688923 A CN117688923 A CN 117688923A
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Abstract
The invention provides a system and a method for generating an electronic invitation letter of an insurance industry activity, wherein the system comprises the following steps: the system comprises a data collection module, an initial generation module, a personalized customization module, an adjustment module and a final generation module; the personalized customization module comprises a system customization unit and a manual customization unit, and an insurance agent can flexibly adjust the layout, style and content of the electronic invitation according to own preference and customer requirements, so that the electronic invitation better meets the activity requirements and personal styles, better meets the requirements and interests of different participants, and realizes more efficient, accurate and personalized electronic invitation personalized setting. The invention provides a convenient electronic invitation generation system and a method thereof, which do not need complicated design process and professional skills, so that the process of making and sending the invitation becomes more efficient, and the working efficiency of an insurance agent is improved.
Description
Technical Field
The invention relates to the technical field of computers, in particular to a system and a method for generating an electronic invitation of an activity in the insurance industry.
Background
The insurance industry typically uses printed paper invitations to organize activities, which are notified to customers by insurance agents. However, this method has some problems. The traditional paper invitation letter manufacturing process is tedious and time-consuming, increases cost and waste of human resources, and the problems of delay, loss, damage and the like can occur in the transmission process, so that timely transmission and accuracy of information are affected. Furthermore, traditional invitations do not present the emphasis and appeal of an activity well, as multimedia elements cannot be supported.
In most of the existing electronic invitation application technologies, personalized settings are usually realized by manually editing text, style, layout and other elements. However, this approach is time consuming and error prone and cannot support the more complex personalization requirements. Thus, there is a need for a new approach to achieving more efficient, accurate and personalized electronic invitation personalization settings.
Disclosure of Invention
The invention aims to solve the defects in the prior art, and provides a system and a method for generating an activity electronic invitation of an insurance industry.
In order to achieve the above purpose, the invention adopts the following technical scheme: a system for generating an electronic invitation for an insurance industry activity, comprising: the system comprises a data collection module, an initial generation module, a personalized customization module, an adjustment module and a final generation module.
Wherein the data collection module collects requirement information related to the electronic invitation, the requirement information including but not limited to: activity type, activity topic, activity date, activity time, activity place, activity participant; the activity types include: training of insurance products, propaganda of the insurance products and conferences of the insurance products;
the requirement information is input and filled in by an insurance agent;
the initial generation module generates an initial electronic invitation according to the demand information;
the personalized customization module performs personalized customization on the initial electronic invitation according to the preference and other requirements of the insurance agent on the basis of the initial electronic invitation generated by the initial generation module;
the adjustment module adjusts typesetting and format of the electronic invitation according to the customized content of the personalized customization module and template parameters, wherein typesetting and format of the electronic invitation comprises adjustment of font size, line spacing and paragraph spacing, and spacing, size, quantity and sequence of content plates; the whole style of the generated electronic invitation is harmonious and unified, and the electronic invitation is suitable for the display effects of different screens;
the final generation module receives the data of the adjustment module and generates a final personalized electronic invitation; the format of the final electronic invitation is electronic file format such as PDF, JPEG.
Further, the initial generation module includes: the system comprises a template library, a template matching unit, a template selecting unit and a dynamic generating module;
the template library is uploaded by a designer and stores diversified electronic invitation templates, and each template comprises different design elements, styles and layouts and is provided with activity types, activity subjects and activity style related labels or classification information;
the template library also comprises text, audio and video and picture data, and is classified according to the activity theme;
the template matching unit screens out templates matched with the requirement information from the template library according to labels or classification information by using an algorithm and keywords;
the template selection unit selects an initial template from the templates matched by the template matching unit according to a selection standard; the selection criteria comprise the best match and the most popular with the demand information, and are defined in advance by setting corresponding weights;
and the dynamic generation module is used for dynamically generating an initial electronic invitation by embedding the requirement information into a specific position of the template after the initial template is selected, and the generated initial electronic invitation can be previewed.
Further, the initial generation module further comprises an initial output and storage unit, and the generated initial electronic invitation is output and stored for subsequent use or sharing.
Further, the personalized customization module comprises a system customization unit and a manual customization unit.
The system customization unit includes: the system comprises a layout recommending unit, a text content recommending unit, a picture selecting recommending unit, an activity theme content layout recommending unit and a color collocation recommending unit;
the layout recommending unit calls a template library according to the number of the active topics and the content blocks input by the insurance agent, acquires an electronic invitation template containing characters, audio and video and pictures of the keywords of the current active topic, and sequences and feeds back the electronic invitation template to the insurance agent according to the matching degree;
the text content recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related text related to the key word of the current activity theme, and sequences and feeds back the text to the insurance agent according to the matching degree;
the picture selecting and recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related pictures and audio/video related to the keywords of the current activity theme, and sequences and feeds the pictures and audio/video back to the insurance agent according to the matching degree;
the activity theme content layout recommending unit is used for matching templates with related keywords according to the activity types and activity themes input by the insurance agent and obtaining an example of the content plate layout of the matched templates;
the color allocation recommending unit is used for matching templates with related keywords according to the activity types and the activity topics input by the insurance agent, obtaining a background image of the matched templates, and providing a color extracting tool to obtain related color matching.
The manual customization unit allows an insurance agent to customize an established electronic invitation, and comprises the following steps: adding or deleting areas, editing text contents and styles by oneself, changing typesetting and format of electronic invitations, uploading personalized pictures and identifications;
the manual customization unit is also integrated with APIs of various social media platforms to directly obtain and embed links.
A method for generating an insurance industry activity electronic invitation comprises the following steps:
s1, collecting demand information;
s2, establishing a template library, and generating an initial electronic invitation according to the requirement information;
s3, personalized customization is carried out on the initial electronic invitation;
s4, automatically adjusting typesetting and format of the electronic invitation according to the customized content and template parameters;
s5, generating a final personalized electronic invitation.
Further, step S3 comprises the sub-steps of:
s31, automatically and individually recommending the system;
after acquiring the key words of the activity subject input by the insurance agent, firstly acquiring a template matched with the attribute of the template search key words as a high priority; secondly, inquiring text, audio and video and picture data containing keywords from a template library by utilizing crawler, picture identification and audio and video identification technologies, sequencing according to the matching degree, and feeding back templates containing the text, the audio and video and the pictures to an insurance agent;
s32, manually customizing by the insurance agent.
Compared with the prior art, the invention has the beneficial effects that:
1. the invention provides two personalized customization modes of system customization and manual customization, and an insurance agent can flexibly adjust the layout, style and content of the electronic invitation according to own preference and client requirements, so that the electronic invitation better meets the activity requirements and personal styles, better meets the requirements and interests of different participants and improves the participation experience.
2. The invention provides a convenient electronic invitation generation system and a method thereof, which do not need complicated design process and professional skills, so that the process of making and sending the invitation becomes more efficient, and the working efficiency of an insurance agent is improved.
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.
Examples
A system for generating an electronic invitation for an insurance industry activity, comprising: the system comprises a data collection module, an initial generation module, a personalized customization module, an adjustment module and a final generation module.
Wherein the data collection module collects requirement information related to the electronic invitation, the requirement information including but not limited to: activity type, activity topic, activity date, activity time, activity place, activity participant; the activity types include: training of insurance products, propaganda of the insurance products and conferences of the insurance products;
the requirement information is input and filled in by an insurance agent;
the initial generation module generates an initial electronic invitation according to the demand information;
the personalized customization module performs personalized customization on the initial electronic invitation according to the preference and other requirements of the insurance agent on the basis of the initial electronic invitation generated by the initial generation module; other requirements such as characteristics of the product, target customer group, etc.;
the adjustment module adjusts typesetting and format of the electronic invitation according to the customized content of the personalized customization module and template parameters, wherein typesetting and format of the electronic invitation comprises adjustment of font size, line spacing and paragraph spacing, and spacing, size, quantity and sequence of content plates; the whole style of the generated electronic invitation is harmonious and unified, and the electronic invitation is suitable for the display effects of different screens;
the final generation module receives the data of the adjustment module and generates a final personalized electronic invitation; the format of the final electronic invitation is electronic file format such as PDF, JPEG.
Further, the initial generation module includes: the system comprises a template library, a template matching unit, a template selecting unit and a dynamic generating module;
the template library is uploaded by a designer and stores diversified electronic invitation templates, and each template comprises different design elements, styles and layouts and is provided with activity types, activity subjects and activity style related labels or classification information;
the template library also comprises text, audio and video and picture data, and is classified according to the activity theme;
the template matching unit screens out templates matched with the requirement information from the template library according to labels or classification information by using an algorithm and keywords;
the template selection unit selects an initial template from the templates matched by the template matching unit according to a selection standard; the selection criteria comprise the best match and the most popular with the demand information, and are defined in advance by setting corresponding weights;
and the dynamic generation module is used for dynamically generating an initial electronic invitation by embedding the requirement information into a specific position of the template after the initial template is selected, and the generated initial electronic invitation can be previewed.
Further, the initial generation module further comprises an initial output and storage unit, and the generated initial electronic invitation is output and stored for subsequent use or sharing.
Further, the personalized customization module comprises a system customization unit and a manual customization unit.
Wherein the system customization unit includes: the system comprises a layout recommending unit, a text content recommending unit, a picture selecting recommending unit, an activity theme content layout recommending unit and a color collocation recommending unit.
The layout recommending unit calls a template library according to the number of the active topics and the content blocks input by the insurance agent, acquires an electronic invitation template containing characters, audio and video and pictures of the keywords of the current active topic, and sequences and feeds back the electronic invitation template to the insurance agent according to the matching degree;
and the text content recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related text related to the key word of the current activity theme, and sequences and feeds back the text to the insurance agent according to the matching degree.
The picture selecting and recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related pictures and audio/video related to the keywords of the current activity theme, and sequences and feeds the pictures and audio/video back to the insurance agent according to the matching degree;
for example: if the topic is a health-guarantee topic, recommending graphics and multimedia materials related to the health type, and if the topic is related to children, recommending graphics and multimedia materials of active elements.
The activity theme content layout recommending unit is used for matching templates with related keywords according to the activity types and the activity themes input by the insurance agent, acquiring examples of the content plate layout of the matched templates, and enhancing the readability and the attraction of the activity content.
The color allocation recommending unit is used for matching templates with related keywords according to the activity types and the activity topics input by the insurance agent, obtaining a background image of the matched templates, and providing a color extracting tool to obtain related color matching;
for example: for financial type products, some high-end and gorgeous color schemes are recommended, and for health-care type products, a warm and harmonious color scheme is recommended.
The manual customization unit allows an insurance agent to customize an established electronic invitation, and comprises the following steps: adding or deleting areas, editing text contents and styles by oneself, changing typesetting and format of electronic invitations, uploading personalized pictures and identifications;
the manual customization unit is also integrated with APIs of various social media platforms to directly obtain and embed links.
The invention provides a generation system of an insurance industry activity electronic invitation, which is characterized in that a data collection module collects demand information provided by an insurance agent and sends data to an initial generation module; the initial module matches templates in a template library according to the requirement information to generate an initial electronic invitation; then, the personalized customization module performs personalized customization from two aspects of system customization and manual customization; the adjustment module automatically adjusts typesetting and format of the electronic invitation according to the customized content; and finally, receiving the data of the adjustment module by the final generation module to generate a final personalized electronic invitation.
Examples
A method for generating an insurance industry activity electronic invitation comprises the following steps:
s1, collecting demand information;
s2, establishing a template library, and generating an initial electronic invitation according to the requirement information;
s3, personalized customization is carried out on the initial electronic invitation;
s4, automatically adjusting typesetting and format of the electronic invitation according to the customized content and template parameters;
s5, generating a final personalized electronic invitation.
Further, step S3 comprises the sub-steps of:
s31, automatically and individually recommending the system;
after acquiring the key words of the activity subject input by the insurance agent, firstly acquiring a template matched with the attribute of the template search key words as a high priority; secondly, inquiring text, audio and video and picture data containing keywords from a template library by utilizing crawler, picture identification and audio and video identification technologies, sequencing according to the matching degree, and feeding back templates containing the text, the audio and video and the pictures to an insurance agent;
s32, manually customizing by the insurance agent.
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 (8)
1. A system for generating an electronic invitation for an insurance industry activity, comprising: the system comprises a data collection module, an initial generation module, a personalized customization module, an adjustment module and a final generation module;
the data collection module collects demand information related to the electronic invitations, including but not limited to: activity type, activity topic, activity date, activity time, activity place, activity participant;
the activity types include: training of insurance products, propaganda of the insurance products and conferences of the insurance products;
the requirement information is input and filled in by an insurance agent;
the initial generation module generates an initial electronic invitation according to the demand information;
the personalized customization module performs personalized customization on the initial electronic invitation according to the preference and other requirements of the insurance agent on the basis of the initial electronic invitation generated by the initial generation module;
the adjustment module adjusts typesetting and format of the electronic invitation according to the customized content of the personalized customization module and template parameters, wherein typesetting and format of the electronic invitation comprises adjustment of font size, line spacing and paragraph spacing, and spacing, size, quantity and sequence of content plates;
the final generation module receives the data of the adjustment module and generates a final personalized electronic invitation; the format of the final electronic invitation is the electronic file format.
2. The insurance industry activity electronic invitation generating system of claim 1, wherein: the initial generation module comprises: the system comprises a template library, a template matching unit, a template selecting unit and a dynamic generating module;
the template library is uploaded by a designer and stores diversified electronic invitation templates, and each template comprises different design elements, styles and layouts and is provided with activity types, activity subjects and activity style related labels or classification information;
the template library also comprises text, audio and video and picture data, and is classified according to the activity theme;
the template matching unit screens out templates matched with the requirement information from the template library according to labels or classification information by using an algorithm and keywords;
the template selection unit selects an initial template from the templates matched by the template matching unit according to a selection standard; the selection criteria comprise the best match and the most popular with the demand information, and are defined in advance by setting corresponding weights;
and the dynamic generation module is used for dynamically generating an initial electronic invitation by embedding the requirement information into a specific position of the template after the initial template is selected, and the generated initial electronic invitation can be previewed.
3. The insurance industry activity electronic invitation generating system of claim 2, wherein: the initial generation module also comprises an initial output and storage unit which outputs and stores the generated initial electronic invitation.
4. The insurance industry activity electronic invitation generating system of claim 1, wherein: the personalized customization module comprises a system customization unit and a manual customization unit.
5. The insurance industry activity electronic invitation generating system of claim 4, wherein: the system customization unit includes: the system comprises a layout recommending unit, a text content recommending unit, a picture selecting recommending unit, an activity theme content layout recommending unit and a color collocation recommending unit;
the layout recommending unit calls a template library according to the number of the active topics and the content blocks input by the insurance agent, acquires an electronic invitation template containing characters, audio and video and pictures of the keywords of the current active topic, and sequences and feeds back the electronic invitation template to the insurance agent according to the matching degree;
the text content recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related text related to the key word of the current activity theme, and sequences and feeds back the text to the insurance agent according to the matching degree;
the picture selecting and recommending unit calls a template library according to the activity theme input by the insurance agent, acquires related pictures and audio/video related to the keywords of the current activity theme, and sequences and feeds the pictures and audio/video back to the insurance agent according to the matching degree;
the activity theme content layout recommending unit is used for matching templates with related keywords according to the activity types and activity themes input by the insurance agent and obtaining an example of the content plate layout of the matched templates;
the color allocation recommending unit is used for matching templates with related keywords according to the activity types and the activity topics input by the insurance agent, obtaining a background image of the matched templates, and providing a color extracting tool to obtain related color matching.
6. The insurance industry activity electronic invitation generating system of claim 4, wherein: the manual customization unit allows an insurance agent to customize an established electronic invitation, and comprises the following steps: adding or deleting areas, editing text contents and styles by oneself, changing typesetting and format of electronic invitations, uploading personalized pictures and identifications;
the manual customization unit is also integrated with APIs of various social media platforms.
7. A method for generating an insurance industry activity electronic invitation, which is applicable to the generation system of the insurance industry activity electronic invitation as claimed in claims 1-6, and is characterized by comprising the following steps:
s1, collecting demand information;
s2, establishing a template library, and generating an initial electronic invitation according to the requirement information;
s3, personalized customization is carried out on the initial electronic invitation;
s4, automatically adjusting typesetting and format of the electronic invitation according to the customized content and template parameters;
s5, generating a final personalized electronic invitation.
8. The method for generating an electronic invitation for an insurance industry activity according to claim 7, wherein: said step S3 comprises the sub-steps of:
s31, automatically and individually recommending the system;
after acquiring the key words of the activity subject input by the insurance agent, firstly acquiring a template matched with the attribute of the template search key words as a high priority; secondly, inquiring text, audio and video and picture data containing keywords from a template library by utilizing crawler, picture identification and audio and video identification technologies, sequencing according to the matching degree, and feeding back templates containing the text, the audio and video and the pictures to an insurance agent;
s32, manually customizing by the insurance agent.
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| CN202311600869.5A CN117688923B (en) | 2023-11-28 | System and method for generating insurance industry activity electronic invitation |
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| CN202311600869.5A CN117688923B (en) | 2023-11-28 | System and method for generating insurance industry activity electronic invitation |
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