JP2017054524A - New contract application procedure processing system using portable terminal - Google Patents

New contract application procedure processing system using portable terminal Download PDF

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JP2017054524A
JP2017054524A JP2016204904A JP2016204904A JP2017054524A JP 2017054524 A JP2017054524 A JP 2017054524A JP 2016204904 A JP2016204904 A JP 2016204904A JP 2016204904 A JP2016204904 A JP 2016204904A JP 2017054524 A JP2017054524 A JP 2017054524A
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application
data
confirmation screen
host computer
number
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JP2016204904A
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JP6378281B2 (en
Inventor
武史 林
Takeshi Hayashi
武史 林
佳生 渡邊
Yoshio Watanabe
佳生 渡邊
後藤 陽子
Yoko Goto
陽子 後藤
秀樹 山名
Hideki Yamana
秀樹 山名
就介 井戸田
Shusuke Idota
就介 井戸田
陽介 友田
Yosuke Tomoda
陽介 友田
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第一生命ホールディングス株式会社
Dai-Ichi Life Holdings Inc
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Priority to JP2016204904A priority Critical patent/JP6378281B2/en
Publication of JP2017054524A publication Critical patent/JP2017054524A/en
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Abstract

PROBLEM TO BE SOLVED: To provide a new contract application procedure processing system in which an insurance applicant can easily recognize application contents and can efficiently perform application processing. SOLUTION: Host computer 10 creates intention application content confirmation screen data, customer information confirmation screen data, and important document receipt confirmation screen data corresponding to the creation number based on data registered in the first DB 20 The mobile terminal 1 creates and displays an intention application content confirmation screen, a customer information confirmation screen, and an important document receipt confirmation screen based on the above data in association with the creation number. The autographed signature field is displayed on the document receipt confirmation screen, the notification content input screen is displayed, the notification content input is accepted, the notification content confirmation screen is displayed, and the notification content data and the important document receipt confirmation screen are entered. This is a new contract application procedure processing system that transmits self-written signature data to the host computer 10. [Selection] Figure 1

Description

The present invention relates to a new contract application procedure processing system for applying a new insurance policy using a mobile terminal, and more particularly to a new contract application procedure processing system capable of efficiently performing an application process .

[Conventional technology]
[Proposal of insurance for customers and application for new customers]
The flow of the procedure for applying for a new insurance policy is as follows. For customers applying for a new insurance policy, the sales staff of the insurance company can use the computer at the sales office to create a “guarantee design document”, “intention confirmation document” and “application form”. Are created, printed out, and brought with the “warning information” and “notification” that are printed matter.
The sales staff explains the “guarantee design document” and proposes insurance details. When the customer approves the insurance application, he explains the “contract bookmark / warning information” and confirms the intention with the customer. Form "," application form "," notification form ", and" important document receipt confirmation form ".

[Sales contract entry and office manager confirmation]
In addition, when applying for insurance, the customer pays the insurance premium, and as an insurance company sales staff, refer to the above "Application Form" and create insurance application data on the office computer, and "Handling Report""And print it.
The insurer's office manager confirms the “application form”, “intention confirmation”, “notification form”, “important document receipt confirmation form” (hereinafter referred to as “application form, etc.”) and “handling report” that have been filled out and signed. To do.

The insurance application data supplements the contents of the application, and “application date”, “annual income”, “recipient”, “designated proxy requester”, “whether or not there is a general transaction service application”, etc. are set. Here, the “FC call information” is a call for confirming the application details from the call center to the customer.
The “Handling Report” includes information such as “profession of the contractor or the insured person”, “subscription status of other companies”, “presence / absence of health and environmental awareness”, and the like.

As a subsequent procedure, the office work of the insurance company performs the application inspection / input work and the payment inspection / input work in parallel.
[Working to check and input application forms for office work]
To check and enter the application form, check the "application form", affix the application number sticker to the application form, enter the application content into the terminal computer connected to the host computer, “Confirmation slip” is created and printed, and the application form and “application form confirmation slip” are inspected. If there is no problem, the application form is sent to the headquarters of the insurance company.

[In-office work payment check / input work]
The payment check and input work is done by checking the receipts such as the deposit support slip and the company copy of the deposit in the settlement procedure, attaching the receipt support slip and the company copy as a set, sticking the application number sticker, and connecting to the host computer Enter the receipt of payment into the computer of the terminal device to be created, create and print a “verification list”, inspect the “verification list” and the deposit auxiliary slip, etc. If there are no problems, the “verification list” and the deposit auxiliary slip Etc. are sent to the insurance company headquarters.

[Head office application check / input processing / notification check / input processing]
At the headquarters of the insurance company, the application form sent from the sales office is scanned and entered into the host computer for various inspections / inputs, and the notification form is also scanned and entered into the host computer for various inspections.・ Input.
Then, a simple determination is made on the application form and the announcement form, and further judgment is made.

[Payment check processing at the head office]
In addition, the head office of the insurance company checks the “verification list” sent from the sales office and the payment assistance slip, and if there is no problem in the case of credit card settlement, sends a slip to the credit card company.

  In addition, for insurance new contract application work as described above, systematize insurance application processing work, further apply for insurance using a mobile terminal such as a tablet, and connect the printing device to the tablet etc. In some cases, a contract is printed (Patent Documents 1 to 4).

[Related technologies]
As related prior art, Japanese Patent Application Laid-Open No. 09-016682 “Contract Document Creation System and Contract Document Creation Method Using the System” (Area Links Co., Ltd.) [Patent Document 1], Japanese Patent Application Laid-Open No. 2000-148844. Publication "Insurance business processing system, insurance application creation apparatus, insurance application creation method, and computer-readable recording medium recording a program for causing a computer to execute the method" (Nissan Fire & Marine Insurance Co., Ltd.) [Patent Document 2 ], Japanese Patent Laid-Open No. 2002-175416, “Automatic Assessment Method and Automatic Assessment System” (American Life Insurance Company) [Patent Document 3], Japanese Patent Laid-Open No. 2011-066562, “Terminal Device and Storage Medium of Procedure System” (Dainippon) Printing Co., Ltd.) [Patent Document 4].

  Patent Document 1 discloses a system that allows a contract to be created immediately at a store or the like, and also enables a safety contract. In particular, a printer is connected to a pen input tablet, and the contract is made. It is shown to print a letter.

  Patent Document 2 discloses an insurance business processing system that can quickly and efficiently electronically process information entered in an application form such as an insurance application form, and effectively utilize paper resources. In particular, it is shown that an insurance application form is created and printed by a portable terminal device and a printer, collected and received by a customer's seal, and an important matter manual or the like is given to a customer.

  Patent Document 3 shows an automatic assessment method and an automatic assessment system that can automate the assessment process by checking the insurance content at the customer application stage and digitizing the application content. It is shown that an application form is created at the recruiter terminal and printed from the printer as a formal application form.

  Patent Document 4 discloses a procedure system that can tamper with procedure data sent from an agency or user to a service provider and check fictional procedures, and in particular, apply at an agency terminal. Data is created and printed on paper with a printer.

Japanese Patent Laid-Open No. 09-016682 JP 2000-148844 A JP 2002-175416 A JP 2011-066562 A

  However, in the conventional procedure processing system for applying for a new insurance policy, even if there is a change in the insurance application content when the customer visits the customer and confirms the insurance application content, Since printing is performed from a printer connected to the portable terminal device, there is a problem in that the insurance applicant cannot easily recognize the contents of the insurance change.

Also, in the conventional method, application form inspection / input processing, payment inspection / input processing, and notification inspection / input processing are performed separately for insurance application contents, and processing is performed efficiently with relevance. There was a problem that it was not possible.
In addition, in the conventional method, data is transferred from unconfirmed information such as prior information on insurance application to application information confirmed by application inspection / input processing, etc., and further managed from the application information by the security number. There was a problem that data transfer to securities information was not performed reliably and efficiently.

[Object of invention]
The present invention has been made in view of the above circumstances, insurance applicants are readily recognize the application Description, aims to provide a new business application procedure processing system that can perform application processing efficiently And

The present invention for solving the problems of the above-described conventional example is a new contract application procedure processing system in which a portable terminal and a host computer are connected via a network, and the host computer includes information on the customer of the contract application. A first database that stores advance information of insurance application and a second database that stores the creation number, notification content information, and application content information in association with the application number are connected, and the mobile terminal is connected to the control unit, As a function realization means that is provided with a display unit and an input unit and is realized by the control unit, the intention application content confirmation screen, the customer information confirmation screen based on the data transmitted from the host computer in association with the creation number, important Create a document receipt confirmation screen, display it on the display, and display an autograph signature on the important document receipt confirmation screen. The application procedure processing means that sends the autograph data entered on the confirmation screen to the host computer, the notification content input screen is displayed on the display section, the input of the notification content is accepted, the notification content confirmation screen is displayed, and the notification content confirmation screen is displayed. Notification confirmation processing means for transmitting data to the host computer, and the host computer confirms the intention application content confirmation screen data corresponding to the creation number based on the data registered in the first database, the customer information confirmation screen Data and important document receipt confirmation screen data are created, application data creation means for sending these data to the mobile device, notification information reception means for receiving notification content data from the mobile device, and input on the important document confirmation screen And an application procedure processing support means for receiving the handwritten signature data received from the portable terminal .

  According to the present invention, in the new contract application procedure processing system, the notification confirmation processing means in the mobile terminal accepts a signature on the notification content confirmation screen, transmits the signature data to the host computer, and the notification information acceptance means in the host computer The signature data input on the content confirmation screen is received from the portable terminal.

  According to the present invention, in the new contract application procedure processing system, the mobile terminal displays a settlement procedure screen on the display unit, and when the settlement procedure is performed, the settlement number is assigned to the creation number to It is characterized by comprising deposit processing means for transmitting data to the host computer.

  In the new policy application processing system, the present invention requests that the mobile terminal access the host computer with the creation number when the insurance application content is changed, and correct the insurance application advance information with the changed data. And receiving change data of insurance application details from the host computer and reflecting the changes on the intention application content confirmation screen or customer information confirmation screen. It is characterized by comprising a change handling means for receiving the data, changing the application content data of the creation number, and transmitting the data of the changed matter to the portable terminal.

According to the present invention, the host computer uses the data registered in the first database in the application form creation support means, the data on the intention application content confirmation screen corresponding to the creation number, the data on the customer information confirmation screen, the important document Create receipt confirmation screen data, send these data to the mobile terminal, and the mobile terminal associates the creation number with the creation number in the application document creation processing means, and based on the data sent from the host computer, the intended application content confirmation screen , Create customer information confirmation screen and important document receipt confirmation screen, display it on the display unit, display the autograph signature column on the important document receipt confirmation screen, and the autograph entered on the important document receipt confirmation screen in the application procedure processing means The signature data is transmitted to the host computer, and the notification content input screen is displayed on the display unit in the notification confirmation processing means. The notification content confirmation screen is displayed, the notification content data is transmitted to the host computer, the host computer receives the notification content data from the mobile terminal at the notification information reception means, and is important in the application procedure processing response means. Since the new contract application procedure processing system receives the autograph data input on the document confirmation screen from the portable terminal , there is an effect that the application process for the new policy for insurance can be efficiently performed .

It is a schematic block diagram of the new contract application procedure processing system which concerns on embodiment of this invention. It is a block diagram of a mobile terminal. It is a figure which shows the relationship between a processing means and data. It is a figure which shows the outline of an intention application content confirmation screen. It is a figure which shows the outline of a customer information confirmation screen. It is a figure which shows the outline of an important document receipt confirmation screen. It is a figure which shows change labels, such as an insurance policyholder, an insured person, and a product name. It is a figure which shows change labels, such as a main contract and special contract. It is a figure which shows change labels, such as a continuation of a special contract, and other special contracts, special rules. It is a figure showing a change label that must be read. It is a figure which shows the change label of the surrender amount table. It is a figure which shows the outline of a notification content input screen. It is a structure block diagram of a sales office terminal. It is a figure which shows the outline | summary of each processing means of a sales office terminal. It is a flowchart of the numbering process in an application content check / input processing means. It is a flowchart of the numbering process in a payment check / input processing means. It is a flowchart of the numbering process in a host computer.

Embodiments of the present invention will be described with reference to the drawings.
[Outline of the embodiment]
A new contract application procedure processing system according to an embodiment of the present invention is a new contract application procedure processing system in which a mobile terminal and a host computer are connected via a network. The first database for storing the prior information of the insurance application including the connection with the second database for storing the creation number, the notification content information, and the application content information in association with the application number is connected, and the application document creation process in the mobile terminal The means creates an intention application confirmation screen, customer information confirmation screen, and important document receipt confirmation screen based on the data sent from the host computer in association with the creation number, and displays it on the display unit to confirm receipt of the important document. The self-signed signature field is displayed on the screen, and the application procedure processing means uses the self-signed signature data entered on the important document receipt confirmation screen as the host code. The notification confirmation processing means displays the notification content input screen on the display unit, accepts the notification content input, displays the notification content confirmation screen, and transmits the notification content data to the host computer. The application form creation means in the host computer is based on the data registered in the first database, the data of the intended application content confirmation screen corresponding to the creation number, the data of the customer information confirmation screen, the data of the important document receipt confirmation screen , Send these data to the mobile device, the notification information receiving means receives the data of the notification content from the mobile terminal, and the application procedure processing support means carries the handwritten signature data entered on the important document confirmation screen Since it is received from the terminal, it is possible to efficiently perform application processing such as application procedure processing of insurance new policies, notification confirmation processing, etc. It is intended.

  In addition, the new contract application procedure processing system according to the embodiment of the present invention includes a portable terminal such as a tablet and a host computer, which are connected via a network, and the host computer is associated with a creation number. A first database for storing advance information on insurance applications, a second database for storing application information confirmed in association with application numbers, and a third database for storing insurance information in association with securities numbers The mobile terminal stores electronic data such as application forms, label printing equipment and card payment equipment can be connected, and when applying for insurance at the customer's site, "application form" and "intention confirmation" must be printed. If there is a change in the insurance application prior information, the change is notified from the mobile terminal to the host computer. When the mobile terminal receives information about the change from the computer, the label is printed on the label printing device and can be pasted to the application details correction (change) copy. The mobile terminal sends the payment information to the host computer, and when any of the application details inspection / input processing, payment inspection / input processing, notification inspection / input processing is started for insurance application information, the application number is assigned. The process is performed in association with each inspection / input process, the insurance application information is stored in the second database, and when the insurance application information in the second database is inspected, the security number is assigned to the third database. Are stored as insurance information in the database.

  As a result, in the above system, when there is a change in the prior information of the insurance application at the customer site, the change contents are notified to the host computer, information on the changed items is received from the host computer, and the label is printed on the label printing device. Since it can be pasted on the application content correction (change) allowance, insurance applicants can easily recognize changes in the application content.

  In addition, in the above system, even if insurance content is applied separately for application content inspection / input processing, payment inspection / input processing, notification inspection / input processing, a numbering process that associates each inspection / input processing is performed, The insurance application information is stored in the second database when all inspections and input processes are performed, so that the transfer of insurance application information from the first database to the second database can be ensured. There is an effect that can be performed efficiently.

[This system: Fig. 1]
A new contract application procedure processing system (this system) according to an embodiment of the present invention will be described with reference to FIG. FIG. 1 is a schematic configuration diagram of a new contract application procedure processing system according to an embodiment of the present invention.
As shown in FIG. 1, the system includes a mobile terminal 1, base stations 2a and 2b, a public network 3a, an in-house network 3b, a sales office terminal 4, a head office terminal 5, a host computer 10, 1 database (first DB) 20, second database (second DB) 30, and third database (third DB) 40.

Actually, a plurality of base stations 2a are connected to the public network 3a, and the sales staffs individually have the mobile terminals 1. Therefore, there are a plurality of mobile terminals 1.
Further, one or more sales office terminals 4 connected to the in-house network 3b are provided for each sales office, and a plurality of head office terminals 5 are also provided according to the work contents and work personnel.

[Parts of this system]
Next, each part of this system is demonstrated concretely.
[Mobile terminal 1]
The mobile terminal 1 is a terminal device (computer) that performs information processing, such as a tablet, and can be connected to an external connection device that integrates a label printing device and a card payment device.
The mobile terminal 1 is connected to the public network 3a via the base station 2a at the customer site, and further accesses the host computer 10 connected to the public network 3a.
The mobile terminal 1 is connected to the in-house network 3b via the base station 2b in the sales office, and accesses the host computer 10 connected to the in-house network 3b.
Details of the configuration and operation of the mobile terminal 1 will be described later.

[Base station 2a]
The base station 2a is connected to the public network 3a and performs wireless communication with the mobile terminal 1. A plurality of base stations 2a are actually provided.
[Base station 2b]
The base station 2b connects to the in-house network 3b and performs wireless communication with the mobile terminal 1. One or a plurality of base stations 2b are provided for each sales office.

[Public network 3a]
The public network 3a is a public network that performs communication between the mobile terminal 1 and the host computer 10, and may be a telephone line network provided by a mobile phone company, or a public wireless LAN connected to the Internet. (Local Area Network) network may be used.
[Internal network 3b]
The internal network 3b is a private network that performs communication between the mobile terminal 1 and the host computer 10, and a dedicated line such as an internal LAN network is used.

[Sales office terminal 4]
The sales office terminal 4 is a computer device connected to the in-house network 3b, and performs processing of inspection / input of application contents, payment inspection / input, notification inspection / input. Details of the sales office terminal 4 will be described later.
[Head office terminal 5]
The head office terminal 5 is a computer device connected to the in-house network 3b, and performs various inspection / input processes for insurance applications at the head office. Details of the head office terminal 5 will be described later.

[Host computer 10]
The host computer 10 is connected to the public network 3a and the in-house network 3b, and is connected to the first DB 20, the second DB 30, and the third DB 40.
The host computer 10 exchanges data with the mobile terminal 1 through the public network 3a or the in-house network 3b, and exchanges data with the sales office terminal 4 and the head office terminal 5 through the in-house network 3b.

The host computer 10 registers the advance information of the new contract application in the first DB 20 by the mobile terminal 1, and the application contents inspection / input processing, notification inspection / input processing, payment inspection / input for the new contract case by the sales office terminal 4. Once processed, the second DB 30 stores the inspected / input application content data, the inspected / entered notification content data, and the inspected / entered payment content data (collectively “inspected / entered application content information”). When all inspection processes are performed by the head office terminal 5, the inspection / entered application content data, inspection / entered notification content data, inspection / entered payment contents that have undergone all inspection processing etc. in the third DB 40 Edit the data into insurance information and store it. Details of each process will be described later.
Although the host computer 10 is realized by a single computer, the processing may be performed in a distributed manner by a plurality of computers.

[First database (first DB) 20]
The first database (first DB) 20 is a storage device that stores advance information on insurance new policy application from the mobile terminal 1 in association with a creation number by a sales staff at a sales office. The prior information includes information such as the name, address, date of birth, telephone number, and insurance details of the prospective applicant for the new insurance policy that the sales staff has heard from customers. Accordingly, the first DB 20 is a database relating to advance information on insurance new contract application.

[Second database (second DB) 30]
The second database (second DB) 30 applies to the prior information of the new contract in the first DB 20 at the sales office terminal 4 to check application contents / input processing, notification inspection / input processing, payment inspection / input processing Is made, the creation number is associated with the application number, and the inspection / input application content information is temporarily stored.
The second DB 30 is a database that is used to transfer data after performing appropriate processing from the first DB 20 to the third DB 40, and manages insurance new contract application information.

The application number in the second DB 30 is provided with a finite number. When an application number that has not been used is searched for, the inspection / input application content information is associated, and the data is transferred to the third DB 40, the inspection is performed.・ The entered application information will be deleted and the application number will be unused.
In addition, even if the application number is used in the second DB 30, if the specified period has passed without moving to the third DB 40, the inspected / entered application content information is deleted and the application number is not used. And

[Third database (third DB) 40]
The third database (third DB) 40, when all inspection processes are performed at the head office terminal 5, transfers data from the second DB 30 and stores insurance information associated with the security number.
That is, in the third DB 40, the insurance application information is inspected, and finally the security number is assigned and edited and stored as insurance information.

  In addition to the above DB, a customer database (customer DB) for managing customer information for customer numbers is provided. When migrating from the second DB 30 to the third DB 40, the host computer 10 refers to the customer DB, searches for and obtains the customer number corresponding to the policyholder information in the insurance application information, and obtains the third The DB 40 stores the security number, customer number, and insurance application information as insurance information, and manages the insurance information with the security number.

Furthermore, the mobile terminal 1, the sales office terminal 4, the head office terminal 5, and the host computer 10 in this system will be specifically described.
[Portable terminal 1: FIG. 2]
A specific configuration and operation of the mobile terminal 1 will be described with reference to FIG. FIG. 2 is a configuration block diagram of the mobile terminal.
As shown in FIG. 2, the mobile terminal 1 includes a control unit 11, a storage unit 12, a display unit 13, an input unit 14, a communication unit 15, and an interface unit 16, and the interface unit 16 has a label. An external connection device 17 having a printing device 17a and a card settlement device 17b can be connected.

[Control unit 11: FIG. 3]
The control part 11 reads the processing program memorize | stored in the memory | storage part 12, and makes various processing means realizable.
As shown in FIG. 3, the realized processing means are a security design document creation processing means, an application form creation processing means, an application procedure processing means, an insurance application content change processing means, a notice confirmation processing means, a deposit processing means, a contract input. Processing means and the like. FIG. 3 is a diagram showing the relationship between the processing means and the data. The specific contents of each means will be described later.

The control unit 11 reads the processing program stored in the storage unit 12 and realizes the above means. However, the portable terminal 11 accesses the host computer 10 connected to the public network 3a and the in-house network 3b. The processing program may be executed by the host computer 10, the execution result may be displayed on the display unit 13 of the portable terminal 11, and an instruction from the input unit 14 may be transmitted to the host computer 10. In this case, the processing program is stored in the storage unit of the host computer 10, and the processing program is executed by the control unit of the host computer 10.
Although the processing of the portable terminal 1 is performed by the host computer 10, it may be configured such that the processing is performed by a server different from the host computer 10 and the server accesses the host computer 10.

[Storage unit 12]
The storage unit 12 stores the processing program, and the “intention application content confirmation screen”, “customer information confirmation screen”, “important document receipt confirmation screen”, “notification content input screen”, “notification content confirmation / signature screen”, “settlement” described later. Data for displaying the “procedure screen” is stored.

[Display unit 13, input unit 14, communication unit 15, interface unit 16]
The display unit 13 displays the screen.
The input unit 14 is a touch screen that can be input from the display screen, and inputs the signature of the insured person on the “important document receipt confirmation screen” and “notification content confirmation / signature screen”.
The communication unit 15 performs wireless communication with the base stations 2a and 2b.
The interface unit 16 is an interface unit for connecting to the external connection device 17.

[External device 17]
The external connection device 17 includes a label printing device 17 a and a card payment device 17 b and is connected to the interface unit 16 of the mobile terminal 1.
The label printing device 17a is a device that performs label printing of matters relating to a change when the insurance application content is changed. The label is printed with changes to the insurance application details on the front surface, and the back is affixed with a release paper on the adhesive surface. The label is affixed to a paper medium application content correction (change) copy.

  The card payment device 17 b is a device that performs payment for a credit card or a cash card, reads information on the credit card or the cash card, receives a password, and outputs it to the mobile terminal 1. Credit card or cash card information or the like is transmitted from the portable terminal 1 to the host computer 10.

[Processing means of portable terminal 1]
As processing means shown in FIG. 3, security design document creation processing means, application form creation processing means, application procedure processing means, insurance application content change processing means, notification confirmation processing means, deposit processing means, contract input processing means, etc. Will be described in detail.
The data handled by each means is associated with the creation number.

[Security design document creation processing means]
The security design document creation processing means creates the “guarantee design document” data of the prospective insurance applicant in association with the creation number using the data of the first DB 20. A "guarantee design document" is printed based on the data, and the customer visits the customer with the "guarantee design document".

[Application creation processing means]
The application form creation processing means associates the data of the “intention application content confirmation screen”, “customer information confirmation screen”, and “important document receipt confirmation screen” of the prospective insurance applicant with the creation number based on the data of the first DB 20. Generate and create the “Application Deduction” data. Then, the customer prints the data of the “application slip” and brings the “application slip” and the printed “contract bookmark / warning information” to the customer.
In response to a request from the mobile terminal 1, the host computer 10 reads data necessary for creating data such as an “intention application content confirmation screen” from the first DB 20 and provides it to the mobile terminal 1.

  Here, the “intention application content confirmation screen”, “customer information confirmation screen”, and “important document receipt confirmation screen” will be described with reference to FIGS. 4 is a diagram showing an outline of an intention application content confirmation screen, FIG. 5 is a diagram showing an outline of a customer information confirmation screen, and FIG. 6 is a diagram showing an outline of an important document receipt confirmation screen.

[Intention application details confirmation screen: Fig. 4]
As shown in FIG. 4, the intention application content confirmation screen is a screen for confirming whether the intention (needs) of the person applying for the insurance contract matches the content of the insurance product.
Specifically, do you understand the type of insurance (details of coverage of main contract / special contract), insurance amount (death, advanced disability, benefit), insurance period, insurance premium, payment period, payment method, dividend, etc. , To make sure that the insurance products are in line with the customer's intentions.

[Customer information confirmation screen: Fig. 5]
The customer information confirmation screen displays information such as the policyholder, the insured person, the recipient, the designated proxy claimant, etc. as the customer information, and allows the customer to confirm the contents.
The customer information confirmation screen in FIG. 5 is a screen for confirming customer information such as name, gender, date of birth, address, and telephone number as the policyholder information.

[Important document receipt confirmation screen: Fig. 6]
As shown in Fig. 6, the important document receipt confirmation screen is checked on the intention application content confirmation screen in Fig. 4 and the customer information confirmation screen in Fig. 5, and "contract bookmark" and "application deduction" are displayed. When received, this is a screen for the policyholder to sign. The display screen of the portable terminal 1 is a touch panel, and the contractor can sign by handwriting in the title column using a pen or the like for the portable terminal 1.

[Application procedure processing means]
Visit the customer of the prospective insurance applicant, explain the “guarantee design document” printed and brought to you, make a proposal, and then display the “Intention application details confirmation screen” generated by the application form creation processing means. Is displayed on the display unit 13 to confirm the intention application contents with the customer, the “customer information confirmation screen” is displayed on the display unit 13 to confirm the customer information, and the “important document receipt confirmation screen” is displayed. Is displayed on the display unit 13 and the signature of the insured person is input from the input unit 14. The application form creation processing means transmits the insured person's signature data to the host computer 10. It is desirable to encrypt the signature data.
Here, the application procedure processing means displays the “Intended Application Details Confirmation Screen”, “Customer Information Confirmation Screen”, and “Important Document Receipt Confirmation Screen” of the prospective insurance applicant, and inputs the signature from the “Important Document Receipt Confirmation Screen” Is stored in the storage unit 12 in association with the creation number.

[Insurance application content change processing means]
If there is an error in the contents of the intended application, customer information, or application slip, the application process change processing means accesses the host computer 10 from the mobile terminal 1 using the creation number to access the data of the change contents. The request is made to correct the advance information of the insurance application stored in the first DB 20 with the data of the change contents.
When the host computer 10 corrects the prior information of the insurance application, the data of the change item of the insurance application content is transmitted to the portable terminal 1 together with the creation number.
The insurance application content change processing means receives and stores the data of the changed items of the insurance application content, reflects the changed items on the “intention application content confirmation screen”, “customer information confirmation screen”, etc. The data is output in a label format to the label printing device 17a of the external connection device 17 connected to the printer, and label printing is performed. At the time of label printing, the creation number is printed as the serial number of the document to be corrected.

[Example of label printing: FIGS. 7 to 11]
An example of label printing related to a change in insurance content will be described with reference to FIGS. FIG. 7 is a diagram showing change labels for policyholders, insured persons, product names, etc., FIG. 8 is a diagram showing change labels for main contracts and special contracts, and FIG. 9 is a continuation of special contracts. FIG. 10 is a diagram illustrating a change label for other special contracts / special rules, etc. FIG. 10 is a diagram illustrating a change label that must be read, and FIG. 11 is a diagram illustrating a change label of a cancellation refund amount table.

Each label print is printed with the same serial number as the serial number written on the “guarantee design document (contract outline)” or “application slip”.
With this serial number, a change label can be attached to the application content correction (change) copy in association with the “guarantee design document (contract outline)” or “application copy” that should be corrected without error.

In the label printing example of Fig. 7, the name, gender, date of birth, name of the insured, sex, date of birth, contract age, product name, dividend payment method, insurance premium payment method, insurance premium Etc. are printed.
In the example of label printing in FIG. 8, the contents, insurance period, insurance amount, insurance premium, etc. of the insurance type and special contract are printed.

In the label printing example of FIG. 9, the continuation of the special contract, the total death insurance amount, other special contracts / special rules, etc. are printed.
In the label printing example shown in FIG. 10, a notice “Please read” is printed. The content of this “Please read” notice will change as the insurance contract changes.
In the example of label printing shown in FIG. 11, a cancellation refund amount table is printed. The contents of the surrender value table will also change in accordance with changes in the insurance contract details.

[Notification confirmation processing means]
The notification confirmation processing means reads the notification content input screen data from the storage unit 12, displays the “notification content input screen” on the display unit 13, accepts the input of the notification content, and confirms the notification content based on the received notification content. The signature screen data is generated, the “notification content confirmation / signature screen” is displayed on the display unit 13, and the process of receiving the insured person's signature is performed.
The notification confirmation processing means transmits the data input on the “notification content input screen” and received on the “notification content confirmation / signature screen” to the host computer 10.

[Notification content input screen: Fig. 12]
As shown in FIG. 12, the “notification content input screen” is a screen in which notification content can be input, and the insured person fills in the notification content. FIG. 12 is a diagram showing an outline of the notification content input screen.
The notification content is, for example, a response regarding consultation, hospitalization, surgery, etc. within the past 5 years. If there is an applicable disease name, enter the name of the disease and the date of the first visit.

[Notification Confirmation / Signature Screen]
When the input of the notification content is completed, the notification confirmation processing means displays a “notification content confirmation / signature screen”. The “notification content confirmation / signature screen” is displayed in the same way as the “important document receipt confirmation screen” in FIG.
Then, the signature is accepted on the “notification content confirmation / signature screen”.

[Payment processing means]
The deposit processing means reads the screen data of the settlement procedure from the storage unit 12, displays the “settlement procedure screen” on the display unit 13, and prompts the settlement procedure.
In the payment procedure, the card payment device 17b of the external connection device 17 is used to read cash card or credit card data, and if a signature is required, the signature is displayed on the display unit 13 of the portable terminal 1.

Upon completion of the settlement procedure, the deposit processing means assigns a settlement number to the creation number, transmits the deposit content data to the host computer 10 and stores it in the storage unit 12, and prints the label of the external connection device 17. Printing a receipt for the customer for deposit processing using the device 17a.
In the host computer 10, the first DB 20 stores the settlement number in association with the creation number.

[Contract input processing means]
The contract input processing means reads the data of the “handling report content input screen” from the storage unit 12, displays the data on the display screen of the display unit 13, inputs the handling report content, and the sales staff signs on the display screen. The data of the handling report contents and the signature data are transmitted to the host computer 10 in association with the creation number and stored in the storage unit 12. The data for generating the “input screen for handling report content” is provided from the host computer 10.
The content of the handling report refers to the occupation of the contractor or the insured, the participation status of other companies, the presence or absence of awareness in terms of health and the environment.
If the contract input processing means is not aware of the handling report, the handling report content is input according to the contract input content, and the process proceeds to the next step. If you notice it, the office worker fills out a printed supplementary report.

  After the contract input process is completed, the office manager of the sales office uses the portable terminal 1 to check whether there is a problem with the handling contents. If there is no problem, the office manager performs a signature on the display screen of the display unit 13 and creates it. The signature data is transmitted to the host computer in association with the number.

[Configuration and operation of sales office terminal 4: FIG. 13]
Next, the configuration and operation of the sales office terminal 4 in this system will be described with reference to FIG. FIG. 13 is a configuration block diagram of a sales office terminal.
As shown in FIG. 13, the sales office terminal 4 includes a control unit 41, a storage unit 42, and an interface unit 43, and an in-house network 3 b, a display unit 44, and an input unit 45 are connected to the interface unit 43. .
The following processing means are realized by the sales office terminal 4, but may be realized by using the mobile terminal 1.

[Processing means of sales office terminal 4: FIG. 14]
The control unit 41 of the sales office terminal 4 reads the processing program stored in the storage unit 42, and as shown in FIG. 14, application content inspection / input processing means, notification inspection / input processing means, payment inspection / input processing Means can be realized. The application content inspection / input processing, notification inspection / input processing, and payment inspection / input processing are performed in parallel, and the order of processing is not fixed. FIG. 14 is a diagram showing an outline of each processing means of the sales office terminal.

[Application content inspection / input processing means]
The application content inspection / input processing means accesses the host computer 10 for the insurance contract whose application procedure is completed by the application procedure processing means, reads the application content data from the first DB 20, and generates the application content inspection screen data. Then, the application content inspection screen is displayed on the display unit 43, and the office office worker inspects the application content and performs inspection / input processing for inputting the inspection content, and stores the inspection / input completed application content data in the storage unit 42.

Upon completion of the inspection / input processing, the application content inspection / input processing means creates application form content confirmation slip data, prints it with a printer connected to the in-house network 3b, and sends the inspected application content data to the host computer 10. To do. When the host computer 10 receives the inspection / input completed application content data, the host computer 10 stores it in the second DB 30 in association with the application number.
The application content inspection / input processing means performs an application content numbering process in the inspection / input processing. Specific contents of the numbering process will be described later.

[Notification check / input processing means]
The notice inspection / input processing means accesses the host computer 10 for the insurance contract confirmed by the notice confirmation processing means, reads the data of the notice contents from the first DB 20, generates the notice check screen data, and performs the notice check. The screen is displayed on the display unit 43, and the office commuter checks the notification content and performs inspection / input processing for inputting the inspection content, and stores the inspection / input completed notification content data in the storage unit 42. When the inspection / input processing is completed, the notification inspection / input processing means transmits inspection / input completed notification content data to the host computer 10. When the host computer 10 receives the inspection / input completed notification content data, the host computer 10 stores it in the second DB 30 in association with the application number.
The notice inspection / input processing means performs the numbering process of the application contents in the inspection / input processing.

[Numbering process (1): FIG. 15]
Here, the numbering process in the application content inspection / input processing means and the notification inspection / input processing means will be described with reference to FIG. FIG. 15 is a flowchart of the numbering process in the application content inspection / input processing means. In FIG. 15, the numbering process in the application content inspection / input processing unit will be described, but the numbering process in the notice inspection / input processing unit is the same process.

  As shown in FIG. 15, the application content inspection / input processing means accesses the host computer 10 (S11), and inquires whether the creation number of the inspection item is registered in the second DB 30 (S12). In response to the inquiry, the host computer 10 searches the second DB 30 and replies whether or not the corresponding creation number is registered. If the creation number is registered in this answer, the corresponding application number shall be included.

  The application content inspection / input processing means receives an answer from the host computer 10 (S13), and determines whether or not a creation number is registered (S14). If the creation number is registered (in the case of Yes), the application number corresponding to the creation number is read (S15) and displayed on the application content inspection screen (S16).

Further, in the determination process S14, when the inspection project creation number is not registered in the second DB 30 (No), the application content inspection / input processing means requests an unused application number from the host computer 10. (S17).
The host computer 10 searches the second DB 30 in response to the request, searches for an unused application number, associates the created number with the application number, and transmits the application number to the sales office terminal 4. .

Upon receiving the application number from the host computer 10 (S18), the application content inspection / input processing means displays it on the application content inspection screen (S16).
The numbering process (1) is performed as described above.

[Payment check / input processing means]
The payment check / input processing means accesses the host computer 10 for the insurance contract for which the payment procedure has been completed by the payment processing means, reads data of payment contents from the first DB 20, generates payment check screen data, and receives the payment An inspection screen is displayed on the display unit 43, and the office office worker inspects the payment content and performs inspection / input processing for inputting the inspection content, and stores the inspection / input completed payment content data in the storage unit 42.
When the inspection / input processing is completed, the payment inspection / input processing means creates verification list data, prints it with a printer connected to the in-house network 3b, and transmits the inspection / input completed payment content data to the host computer 10. When the host computer 10 receives the inspection / input completed payment content data, the host computer 10 stores it in the second DB 30 in association with the application number.
The payment check / input processing means performs the numbering process of the application contents in the check / input processing.

[Numbering process (2): FIG. 16]
Next, the numbering process in the deposit check / input processing means will be described with reference to FIG. FIG. 16 is a flowchart of the numbering process in the deposit check / input processing means.
As shown in FIG. 16, the payment inspection / input processing means accesses the host computer 10 (S21), and inquires whether or not the inspection project creation number is registered in the second DB 30 (S22). In response to the inquiry, the host computer 10 searches the second DB 30 and replies whether or not the corresponding creation number is registered. If a creation number is registered in this answer, the corresponding application number is included.

  The deposit check / input processing means receives the reply from the host computer 10 (S23), and determines whether or not the creation number is registered (S24). If the creation number is registered (in the case of Yes), the host computer 10 is requested to associate the settlement number with the application number corresponding to the creation number (S25). Then, the application number corresponding to the creation number is read (S26) and displayed on the deposit check screen (S27).

In addition, in the determination process S24, when the inspection project creation number is not registered in the second DB 30 (No), the deposit inspection / input processing means requests an unused application number from the host computer 10 ( S28).
The host computer 10 searches the second DB 30 in response to the request, searches for an unused application number, associates the created number with the application number, and transmits the application number to the sales office terminal 4. .

When the deposit check / input processing means receives the application number from the host computer 10 (S29), the deposit check / input processing means requests the host computer 10 to associate the settlement number with the application number (S30). ). The host computer 10 associates the settlement number with the application number in the second DB 30.
Then, the deposit check / input processing means displays the application number on the deposit check screen (S27).
The numbering process (2) is performed as described above.

[Configuration and operation of head office terminal 5]
Next, the configuration and operation of the head office terminal 5 in this system will be described.
The head office terminal 5 is subjected to application content inspection processing, notification inspection processing, and payment inspection processing at the sales office terminal 4, and inspected application content data, inspected notification content data, and inspected payment content data are stored in the second DB 30. Once memorized, all inspections are carried out by the head office staff.
All inspections are to check the self-signature of the parent of the application, the validity of the application “others”, the self-signing of the handling report, etc.

  Specifically, the head office terminal 5 accesses the host computer 10 and performs an inspection process on the data stored in the second DB 30. When the inspection ends normally, the data of the application number that has been inspected is transmitted to the host computer. 10 to send.

[Operation of Host Computer 10]
The host computer 10 is a computer for performing large-scale data processing, and includes a control unit, a storage unit, and an interface unit.
The interface unit is connected to the public network 3a and the in-house network 3b, and is also connected to the first DB 20, the second DB 30, and the third DB 40.

The host computer 10 can implement various processes by reading a processing program stored in the storage unit into the control unit.
As processing means realized by the control unit of the host computer 10, there are means corresponding to the mobile terminal 1, means corresponding to the sales office terminal 4, and means corresponding to the head office terminal 5.

[Means corresponding to the portable terminal 1]
As means corresponding to the portable terminal 1, insurance application scheduled contents registration processing means, application form preparation correspondence means, application procedure processing correspondence means, insurance application content change correspondence means, notification information reception means, payment information A receiving unit, a contract input handling unit, and the like.

[Insurance application schedule registration processing means]
The insurance application schedule content registration processing means attaches a creation number to the data of the insurance application planner transmitted from the portable terminal 1 and stores it in the first DB 20 and also stores the insurance content data scheduled for application in the creation number. The data is stored in the first DB 20 in association with each other.

[Application form creation method]
The application form creation support means "guarantee design document" data, "intention application content confirmation screen" data, "customer information confirmation screen" data, "important" based on the data registered in the first DB 20 Data necessary for creating “document receipt confirmation screen” data, “application slip” data, and the like are read from the first DB 20 and transmitted to the mobile terminal 1.

[Application procedure processing means]
The application procedure processing means receives signature data input by the insured person from the “important document receipt confirmation screen” of the portable terminal 1 from the portable terminal 1 and registers it in the first DB 20 in association with the creation number.

[Means to change insurance application contents]
When there is a request for change (correction) of the application content from the mobile terminal 1, the insurance application content change support means receives the change content data, changes the application content data of the corresponding creation number in the first DB 20, Data on changes in insurance application details is transmitted to the mobile terminal 1.

[Notification information receiving means]
The notification information receiving means receives the notification content data input on the “notification content input screen” of the mobile terminal 1 and the signature data input on the “notification content confirmation / signature screen” from the mobile terminal 1, and creates the creation number. Are registered in the first DB 20 in association with each other.

[Payment information acceptance means]
The receipt information receiving means receives the receipt content data in which the settlement number is assigned to the creation number from the portable terminal 1 and registers it in the first DB 20 in association with the creation number.

[Means for contract input]
The contract input handling means reads the data necessary for creating the “handling report content input screen” data from the first DB 20 and transmits it to the mobile terminal 1. The handling report content data from the mobile terminal 1 and the sales staff Is registered in the first DB 20 in association with the creation number.

[Means corresponding to the sales office terminal 4]
As means corresponding to the sales office terminal 4, there are application content check response means, notice check response means, and deposit check response means.
[Means for checking application contents]
The application contents inspection support means provides new application data for insurance necessary for application contents points and input inspection processing upon request from the sales office terminal 4, and receives inspection and input application contents data from the sales office terminal 4 And stored in the second DB 30 in association with the application number.
The numbering process for associating the inspection / input completed application content data with the application number will be described later.

[Measures for notification check]
Notification inspection response means provides insurance notification content data required for notification inspection / input processing upon request from sales office terminal 4, receives inspection / input notification content data from sales office terminal 4, and receives the application number And stored in the second DB 30.
The numbering process for associating the inspection / input completed notification content data with the application number will be described later.

[Measures for payment check]
The payment check means provides insurance settlement data necessary for payment check / input processing upon request from the sales office terminal 4, receives the inspection / input payment content data from the sales office terminal 4, and receives the application number. And stored in the second DB 30.
The numbering process for associating the inspection / input completed payment content data with the application number will be described later.

[Numbering process in host computer: FIG. 17]
Next, the numbering process in the host computer 10 will be described with reference to FIG. FIG. 17 is a flowchart of the numbering process in the host computer.
The control unit of the host computer 10 determines whether there is an inquiry from the sales office terminal 4 whether the creation number is registered in the second DB 30 (S31). Repeat S31.

When there is an inquiry from the sales office terminal 4 (in the case of Yes), it is determined whether or not the creation number is registered in the second DB 30 (S32).
If the creation number is registered in the second DB 30 (in the case of Yes), the control unit of the host computer 10 notifies the sales office terminal 4 of the application number corresponding to the creation number (S33) and ends the process. .

If the creation number is not registered in the second DB 30 (in the case of No), the control unit of the host computer 10 notifies that the creation number is not registered in the second DB 30 (S34). Furthermore, it is determined whether or not there is a request for an application number (numbering request) from the sales office terminal 4 (S35). If there is no request (in the case of No), the process returns to the determination process S31.
If there is a request for an application number from the sales office terminal 4 in the determination process S35 (in the case of Yes), the control unit of the host computer 10 searches for an unused application number, and uses the searched application number as the sales office terminal 4 (S36), and the process ends.

After that, the host computer 10 receives the content data of the inspection / input processing from the sales terminal 4 and associates the content data of the inspection / input processing with the application number and the creation number (inspection / input completed application). Content data or inspection / input notification content data) is stored.
In the case of No in the determination process S32, it is notified in the process S34 that the creation number is not registered in the sales office terminal 4, and the request for the application number is received from the sales office terminal 4 in the process S35. The processing S36 may be performed by omitting the processing S34 and S35.

  The above has described the numbering process in the application content check handling means and the notice check handling means. In the case of the numbering process in the payment check handling means, the application number is stored in the second DB 30 after the processes S33 and S36. A process for associating a settlement number will be added. In other words, the host computer 10 receives the contents data of the inspection / input process to which the settlement number is given from the sales terminal 4, associates the settlement number with the application number and the creation number, and performs the inspection / input process in the second database. Content data (inspection / input payment details data) is stored.

[Means corresponding to the head office terminal 5]
As means corresponding to the head office terminal 5, all inspection means are provided.
All inspection response means read from the second DB 30 the data necessary for the inspection of the self-signature of the parental parent of the application, the validity of the application “other”, the handling of the handling report, etc., and provide it to the head office terminal 5 The data inspected at the head office terminal 5 is received.

When the normal inspection is performed by all the inspection handling means, the data of the new contract application content corresponding to the application number stored in the second DB 30 is transferred to the third DB 40.
When migrating data from the second DB 30 to the third DB 40, the control unit of the host computer 10 searches the customer database for managing customer information with respect to the customer number with the information of the policyholder of the application information, and corresponds. The customer number is acquired, the security number, customer number, and application information are stored as insurance information in the third DB 40, and the insurance information is managed by the security number.

When the data transfer from the second DB 30 to the third DB 40 is completed, the data corresponding to the application number is deleted in the second DB 30 after a specific period (for example, one month), and the application number is not used. It becomes.
In this way, the advance information of the new application for insurance is registered in the first DB 20 and necessary processing is performed, and the second DB 30 is inspected as application information and managed by the security number. Data of new contract application contents can be easily transferred to the third DB 40 of the insurance information database.

[Effect of the embodiment]
According to this system, insurance applicants can change the application details on the label printing device 17a and label it on the application content correction (change) deduction. , Processing to temporarily associate each of the payment check processing and the notification check processing with the application number in the second DB 30 and reliably apply the application information as insurance information to the third DB 40 managed by the security number Moreover, there is an effect that the migration can be performed efficiently.

  In addition, according to the present system, application information confirmed by application inspection / input processing, etc., is transferred from the uncertain information such as advance information of insurance application in the first DB 20 to the second DB 30, and Since the securities information managed by the securities number is transferred from the application information to the third DB 40, the prior information of the insurance application is reliably and efficiently transferred to the securities information via the application information. There is an effect that can be done.

[Characteristics of the original invention]
  The features of the original (first) invention will be described.
  The original invention is a new contract application procedure processing system comprising a portable terminal and a host computer, wherein the host computer stores a first database for storing advance information on insurance application in association with a creation number, and an application A second database that stores application information that has been confirmed in association with a number is connected to a third database that stores insurance information in association with a security number, and a sales office terminal and a head office terminal are connected. The mobile terminal can be connected to an external connection device that has a label printing device and a payment device. Based on the insurance application prior information from the first database, the intention application content confirmation screen corresponding to the creation number, customer information Create a confirmation screen and an important document receipt confirmation screen and display them on the display unit, and create signature data for the policyholders and insured persons entered from the important document receipt confirmation screen. Is sent to the host computer along with the issue number, and if there is a change in the prior information of the insurance application, the creation number and change data are sent to the host computer, and the change data reflecting the change is received from the host computer. When the change is printed on the label printing device, the creation number and the entered notification content data are sent to the host computer, and the settlement procedure is performed at the payment device, the settlement number is assigned to the creation number and the payment details The data is transmitted to the host computer, and the host computer receives the signature data, change content data, notification content data, and deposit content data from the mobile terminal, and stores them in the first database in association with the creation number. The sales office terminal checks the application content inspection / input processing, notification inspection / input processing based on the data stored in the first database. When one of the payment inspection / input processing is started, the host computer is inquired whether the creation number of the application information related to the started inspection / input processing is registered in the second database, and if it is registered, the creation number If it is not registered, an unused application number is acquired, and the acquired application number and inspection / input processing data are sent to the host computer. If the creation number is registered in the second database in response to the creation number registration inquiries, the application number corresponding to the creation number is transmitted to the sales office terminal, and the creation number is sent to the second database. If it is not registered in, send the creation number and unused application number to the sales office terminal, receive the contents data of inspection / input processing from the sales office terminal, The contents of inspection / input processing are stored in the second database in association with the application number and creation number, and the headquarters terminal completes application content inspection / input processing, notification inspection / input processing, and payment inspection / input processing. The data stored in the second database is stored in the third database as insurance information in association with the securities information, and the insurance applicant can easily recognize the change in the application contents, Application contents Inspection / input processing, payment inspection / input processing, notification inspection / input processing, each inspection / input processing is associated with the application number in the second database and applied to the third database managed by the securities number There is an effect that information can be transferred as securities information reliably and efficiently.

  Further, according to the original invention, in the above-mentioned new contract application procedure processing system, the sales office terminal checks the payment based on the data of the payment contents stored in the first database and the settlement number is given to the creation number. When the input process is started, the host computer is inquired whether the creation number of the application information related to the payment check / input process is registered in the second database, and if it is registered, the application number corresponding to the creation number is obtained. Acquire and assign a payment number to the application number and send the data of the inspected / entered payment details to the host computer. If it is not registered, an unused application number is acquired, and the payment number is assigned to the acquired application number. Send the data of the payment details that have been inspected and entered to the host computer, and the host computer responds to the inquiry of registration of the creation number from the sales office terminal If the creation number is registered in the second database, the application number corresponding to the creation number is transmitted to the sales office terminal. If the creation number is not registered in the second database, the creation number Send the application number of use to the sales office terminal, receive the data of the inspected payment contents with the settlement number from the sales office terminal, and check the second database by associating the settlement number with the application number and the creation number・ It is characterized by memorizing the data of the entered payment details.

  In addition, the original invention is that the data corresponding to the application number from the second database when the host computer is transferred from the second database to the third database as insurance information in the new contract application procedure processing system. And the application number is unused.

  In addition, the original invention is that in the above-mentioned new contract application procedure processing system, the label printing device prints the change items on the label attached to the application content correction (change) copy for the printed application content copy. It is characterized by doing.

  In addition, the original invention is that in the new contract application procedure processing system, before the portable terminal transmits the notification content data to the host computer, the notification content confirmation / signature screen is displayed on the display unit, and the notification content The insured person's signature data and notification content data input from the confirmation / signature screen are transmitted to the host computer together with the creation number, and the host computer receives the notification content data and signature data from the mobile terminal and receives the first data. The database is stored in the database in association with the creation number.

  In addition, the original invention is a customer who manages customer information for a customer number when the host computer transfers insurance information from the second database to the third database in the new contract application procedure processing system. The database is searched with the information of the policyholder of the application information to obtain the corresponding customer number, and the security number, customer number and application information are stored as insurance information in the third database.

  In addition, the original invention includes a first database that stores advance information on insurance applications in association with a creation number, a second database that stores application information that has been confirmed in association with application numbers, and securities. A processing program connected to a third database that stores insurance information in association with a number and that operates on a host computer that communicates with a mobile terminal, a sales office terminal, and a head office terminal, and is processed by a control unit of the host computer As a processing means realized by reading the program, if the creation number is registered in the second database in response to an inquiry for registration of the creation number from the sales office terminal, an application number corresponding to the creation number is entered. If the creation number is not registered in the second database, send the creation number and the unused application number to the sales office terminal. Receiving the contents data of the inspection and the input processing from the establishments terminal, and having a means for storing in the second database in association with the application number and creation number.

  In addition, in the above-described processing program, in the above processing program, if the creation number is registered in the second database in response to the inquiry about the creation number registration from the sales office terminal, the application number corresponding to the creation number If the creation number is not registered in the second database, the creation number and an unused application number are sent to the sales office terminal, and the settlement number is given from the sales office terminal. -It has a means for receiving data of input payment details, and storing data of inspection / input payment details in a second database by associating a settlement number with an application number and a creation number.

The present invention is, insurance applicant easily recognize the application Description is suitable to the new contract application procedure processing system that can perform application processing efficiently.

  1 ... Mobile terminal, 2a, 2b ... Base station, 3a ... Public network, 3b ... Company network, 4 ... Sales office terminal, 5 ... Head office terminal, 10 ... Host Computer, 11 ... Control unit, 12 ... Storage unit, 13 ... Display unit, 14 ... Input unit, 15 ... Communication unit, 16 ... Interface unit 16, 17 ... External Connected device, 17a ... label printing device, 17b ... card payment device, 20 ... first database (first DB), 30 ... second database (second DB), 40 ... third database (third DB), 41 ... control unit, 42 ... storage unit, 43 ... interface unit, 44 ... display unit, 45 ... input unit

Claims (4)

  1. A new contract application procedure processing system in which a mobile terminal and a host computer are connected via a network,
    The host computer stores a first database for storing advance information on insurance applications including customer information for contract applications, and a second database for storing creation numbers, notification contents information, and application contents information in association with application numbers. Connected to the database,
    The mobile terminal includes a control unit, a display unit, and an input unit,
    As a function realization means realized by the control unit, an intention application content confirmation screen, a customer information confirmation screen, and an important document receipt confirmation screen are created based on data transmitted from the host computer in association with the creation number. Application document creation processing means for displaying on the display section and displaying a handwritten signature column on the important document receipt confirmation screen;
    Application procedure processing means for transmitting the autograph data input on the important document receipt confirmation screen to the host computer;
    A notification confirmation processing means for displaying a notification content input screen on the display unit, receiving a notification content input, displaying a notification content confirmation screen on the display unit, and transmitting notification content data to the host computer; ,
    The host computer
    Based on the data registered in the first database, the intention application content confirmation screen data corresponding to the creation number, the customer information confirmation screen data, the important document receipt confirmation screen data are created, and these data Means for responding to the creation of an application form for transmitting to the mobile terminal;
    Notification information receiving means for receiving data of the notification content from the mobile terminal;
    A new contract application procedure processing system, comprising: application procedure processing corresponding means for receiving the handwritten signature data input on the important document confirmation screen from the portable terminal.
  2. The notification confirmation processing means in the portable terminal accepts the signature on the notification content confirmation screen, transmits the signature data to the host computer,
    2. The new contract application procedure processing system according to claim 1, wherein the notice information receiving means in the host computer receives the signature data input on the notice content confirmation screen from the portable terminal.
  3.   The mobile terminal includes a payment processing means for displaying a payment procedure screen on the display unit and, when the payment procedure is performed, assigning a payment number to the creation number and transmitting payment data to the host computer. 3. The new contract application procedure processing system according to claim 1 or 2.
  4. When there is a change in the contents of the insurance application, the mobile terminal accesses the host computer with the creation number and requests that the advance information of the insurance application be corrected with the data of the change contents. Receiving data, equipped with a change processing means to reflect the change items on the intention application content confirmation screen or customer information confirmation screen,
    The host computer includes change response means for receiving change content data from the mobile terminal, changing the application content data of the creation number, and transmitting the change matter data to the mobile terminal. The new contract application procedure processing system according to any one of claims 1 to 3.
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Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002222319A (en) * 2001-01-26 2002-08-09 Aioi Insurance Co Ltd System and method for supporting insurance business, computer program and portable information terminal
JP2002312586A (en) * 2001-04-16 2002-10-25 Trustee:Kk System and program for supporting insurance contract and insurance contract method using insurance contract system
JP2003141365A (en) * 2001-10-30 2003-05-16 Fujitsu Ltd Insurance system, insurance server, method for operating insurance system and insurance server program
JP2003216816A (en) * 2002-01-23 2003-07-31 Fujitsu Ltd Insurance method, insurance program, and recording medium
JP2007065882A (en) * 2005-08-30 2007-03-15 Sumitomo Mitsui Banking Corp Web linkage system and web linkage program

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002222319A (en) * 2001-01-26 2002-08-09 Aioi Insurance Co Ltd System and method for supporting insurance business, computer program and portable information terminal
JP2002312586A (en) * 2001-04-16 2002-10-25 Trustee:Kk System and program for supporting insurance contract and insurance contract method using insurance contract system
JP2003141365A (en) * 2001-10-30 2003-05-16 Fujitsu Ltd Insurance system, insurance server, method for operating insurance system and insurance server program
JP2003216816A (en) * 2002-01-23 2003-07-31 Fujitsu Ltd Insurance method, insurance program, and recording medium
JP2007065882A (en) * 2005-08-30 2007-03-15 Sumitomo Mitsui Banking Corp Web linkage system and web linkage program

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