KR101471020B1 - Insurance product quality assurance system - Google Patents

Abstract

The present invention relates to a system for verifying the quality of a financial product, and more particularly to a system for verifying the quality of an insurance product. An insurance product quality verification system according to an embodiment of the present invention is a system connectable with an insurance company server system including one or more servers for storing and managing insurance product information. The system includes a test scenario detail information for verifying an insurance product, A product validation scenario management unit for managing the product; A product information verifying unit for accessing, comparing and verifying product basic information and product detailed information with the server for at least one insurance product selected by the manager according to test scenario detailed information for verifying the insurance product; A file conversion output unit for converting and outputting the product information comparison result to a designated file; And an information storage unit for storing the test scenario detailed information, the comparison result of the basic information of each insurance product and the detailed information, or the comparison result file in the storage server.

Description

{INSURANCE PRODUCT QUALITY ASSURANCE SYSTEM}

The present invention relates to a system for verifying the quality of a financial product, and more particularly to a system for verifying the quality of an insurance product.

In order to prepare for the unpredictable risk of future disasters or accidents, many people who are at high risk for the same kind of accident make money in advance to form common reserve assets, .

The types of insurance products are also diversifying in order to make the society complicated and to create a new profit model and various consumer needs. As a result of diversification of insurance products, verification of each newly developed insurance product should be accompanied. Even if the existing insurance product is released, It is also necessary to revise

In the case of revision of existing products by the verification of newly developed insurance products and introduction of new laws and regulations or systems, if a system that automates all these processes is introduced, the efficiency of new product verification can be expected and verification And human and temporal waste due to revision will be minimized.

SUMMARY OF THE INVENTION Accordingly, the present invention has been made in view of the above-mentioned needs, and an object of the present invention is to provide an insurance product quality verification system capable of automatically processing product information verification for new products and revised products,

Further, the present invention provides a system for inspecting the quality of an insurance product, which allows a major change related to the revision and verification of essential check items relating to the operation of the product to be performed in a batch manner, .

It is still another object of the present invention to provide an insurance product quality verification system that can download insurance product detailed information registered in a system in an Excel form and compare the information with a pre-revision operation to verify registration failure and input error of product detailed information Lt; RTI ID =

Furthermore, it provides an insurance product quality verification system that can generate a combination of various contract information that may occur in the field when selling insurance products through virtual simulation, and verify that an ineligible contract does not occur that does not meet the product operation standard and examination standard .

According to an aspect of the present invention, there is provided an insurance product quality verification system, which is connectable to an insurance company server system including at least one server for storing and managing insurance product information,

A product verification scenario management unit for receiving and analyzing test scenario detailed information for verifying an insurance product;

A product information verifying unit for accessing, comparing and verifying product basic information and product detailed information with the server for at least one insurance product selected by the manager according to test scenario detailed information for verifying the insurance product;

A file conversion output unit for converting and outputting the product information comparison result to a designated file;

And an information storage unit for storing the test scenario detailed information, the comparison result of the basic information of each insurance product and the detailed information, or the comparison result file in the storage server.

In addition, the insurance product quality verification system according to another embodiment of the present invention generates a combination of various subscription information that can occur in the field at the time of selling a product through the virtual simulation in addition to the above configuration, And a subscription service verifying unit for verifying that the virtual simulation verification is not performed, wherein the product-specific verification template for supporting the virtual simulation verification is stored in the information storage unit.

In yet another embodiment of the present invention, the insurance product quality verification system further includes an inter-system comparison and verification unit for comparing and analyzing the product registration information between the test environment before the product launch and the actual operation system, in addition to the system configuration described above And,

In each of the above-described systems, the merchandise validation scenario management unit receives the test scenario detailed information,

A test scenario information input window for inputting product classification information for classifying insurance products, a scenario name, and a scenario description, respectively;

A test case registration window for inputting a product code, a product name, a test case name which is the lowest level of verification, and a test case content, respectively, in response to an administrator request;

The product information verification unit receives the reference product, the comparison product, and the system environment information, which are the basis of comparison, and compares and verifies product basic information according to the test scenario detailed information, And outputs it to the control unit.

Furthermore, in each of the above-described systems,

And a comparison unit for comparing and verifying the product detailed information based on the test scenario detailed information and comparing and verifying the product detailed information based on the unique key item selected by the manager, And outputs an item that does not match the item to be displayed on the screen display window.

According to the embodiment of the present invention as described above, the test scenario detailed information for verifying the insurance product is registered, and the basic information of the product and the detailed information of the goods are transmitted to the insurance company By accessing the server and verifying the comparison or inquiring the product details, it is possible to automatically process product information verification for new products and revised products.

Further, the system according to the embodiment of the present invention can collectively inquire essential change items related to the revision and necessary confirmation items related to the product operation through comparison of product detail information, It is possible to verify the above.

In addition, since the system according to the embodiment of the present invention can convert and output the product information comparison result into a designated file, for example, an excel file, the insurance product detailed information is downloaded as an Excel form, It is possible to verify the registration omission and the input error of the system.

Furthermore, the insurance product quality verification system according to another embodiment of the present invention generates a combination of various subscription information that may occur in the field at the time of selling a product through virtual simulation, so that a contract that is not suitable for the product operation standard and the examination standard is not generated In addition, by including a subscription service verifying section for verification, it is possible to generate a combination of various contract information that may occur in the field at the time of insurance product sales through virtual simulation to verify that an ineligible contract that does not conform to the product operation standard and examination standard does not occur The effect can be expected.

BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a diagram illustrating an example of a peripheral configuration of an insurance product quality verification system 200 according to an embodiment of the present invention; FIG.
FIG. 2 illustrates an example of the configuration of an insurance product quality verification system 200 according to an embodiment of the present invention. FIG.
3 is an exemplary view showing detailed test scenario information according to an embodiment of the present invention;
4 is a flowchart illustrating a procedure for verifying product basic information according to an exemplary embodiment of the present invention.
FIG. 5 and FIG. 6 are exemplary views of a screen displayed at the time of verifying basic merchandise information according to an embodiment of the present invention; FIG.
FIG. 7 is a flowchart illustrating a process of verifying detailed product information according to an embodiment of the present invention. FIG.
FIG. 8 and FIG. 9 are exemplary views of a screen displayed when verifying detailed product information according to an embodiment of the present invention; FIG.
FIG. 10 is a flowchart illustrating a comparison and verification process between systems according to an embodiment of the present invention; FIG.
FIG. 11 is an exemplary view of a screen displayed upon comparison verification between systems according to an embodiment of the present invention; FIG.
FIG. 12 and FIG. 16 are exemplary views of a screen display window for explaining the operation of the subscription service verifying unit 230, which is a component of the insurance product quality verification system 200 according to the embodiment of the present invention.

Hereinafter, preferred embodiments of the present invention will be described in detail with reference to the accompanying drawings. In the following description of the present invention, a detailed description of known functions and configurations incorporated herein will be omitted when it may make the subject matter of the present invention rather unclear.

FIG. 1 illustrates a peripheral configuration diagram of an insurance product quality verification system 200 according to an embodiment of the present invention. FIG. 2 illustrates a configuration diagram of an insurance product quality verification system 200 according to an embodiment of the present invention. It is.

Referring to FIG. 1, an insurance product quality verification system 200 according to an exemplary embodiment of the present invention is installed in a computer system of a person in charge of a company and is operable. As shown in FIG. 1, And one or more servers for storing and managing data. The insurer server system 100 includes an operating system server 110, a verification system server 120, an integrated test system server 130, and a development system server 140, And is connected to DBs 105, 115, 125, and 135 for processing and storing and managing data in accordance with each application. Although it is shown that four servers are built in the illustrated insurance company server system 100, it is obvious that it can be reduced and expanded according to the insurer's need.

Meanwhile, the insurance product quality verification system 200, which can be connected to the insurance company server system 100 through the Internet network, when the insurance company server system 100 requests product information for verification of the insurance product in XML format, Responds to the request and provides the result of requesting the insurance product in XML format as well.

The insurance product quality verification system 200 allows the insurance company server system 100 to access the product basic information and the product detailed information for at least one insurance product selected by the manager (the person in charge of the business) to compare and verify or inquire the product details, Converts the product information comparison result into a designated file, for example, an excel file, and classifies it according to test scenario detail information for verifying the insurance product, and stores the classified information in the storage server 300. The configuration of the insurance product quality verification system 200 will be described in more detail with reference to FIG. For reference, FIG. 3 illustrates a test scenario detailed information input screen according to an embodiment of the present invention.

The product validation scenario management unit 210 of the insurance product quality verification system 200 receives the detailed test scenario information for verifying the insurance product through the input window as shown in FIG. 3, ). In order to receive the test scenario detailed information, the product validation scenario management unit 210 verifies the product classification (long term, short term, product structure, product name) information for searching for the insurance product to be verified as shown in FIG. 3 And a test case registration window for inputting test case names and test case contents, which are the lowest steps of the product code, the product name, the verification, and the test case registration window for inputting the name of the scenario defining the cause and the description of the scenario, And records and manages information input through each input window or a registration window.

That is, the administrator determines the business classification of the test scenario through the product verification scenario management unit 210, and determines the history of the change of the insurance product from the business viewpoint such as the reason for the verification, the institutional basis, And enter the product code and product name, individual test case name and details to be applied for each test case, which is the lowest level of verification, and if the change is legal / institutional, Attach it through the window. There are no limitations on the format of the attached file, and additional data such as document form and screen capture, such as official documents and payment, and related image scan files, can also be registered.

As shown in FIG. 5, the product information verifying unit 220 verifies the product basic information and the product detail information for one or more insurance products selected by the manager in accordance with the selection of the test case name of the test scenario detailed information registered for verification of the insurance product And accesses the insurance company server system 100 to compare and verify the product history. For reference, the product information verification unit 220 guides the administrator through the screen display window as shown in FIG. 5 and FIG. 6 to select a product and a system environment as a reference for comparison. That is, the merchandise information verifying unit 220 receives the reference merchandise, the comparison merchandise, and the system environment information, which are the basis of comparison, and compares and verifies the merchandise basic information items, And comparing and verifying the product detailed information by receiving the file information of the reference product and the comparative product that are the basis of comparison, and comparing and verifying the product detailed information based on the unique key item selected by the administrator And output items that do not match the matching items to the screen display window.

The file conversion output unit 250 converts the result of the comparison and verification in the product information verification unit 220, that is, the result of the product information comparison, into a designated file, for example, an Excel file, The detailed information of the scenario, the comparison result of the basic information of each insurance product and the detailed information, or the comparison / verification result file by the corresponding test case name of the detailed information of the test scenario and stores them in the storage server 300. The information storage unit 260 may be configured to include a memory and a memory control unit, or may be implemented merely by a memory control unit for storing information in the storage server 300.

As described above, it is possible to implement one insurance product quality verification system 200 with the basic configuration of the product verification scenario management unit 210, the product information verification unit 220, the file conversion output unit 250, and the information storage unit 260 have. The functions of the insurance product quality verification system 200 may be further expanded by further adding the following configuration in addition to these basic configurations.

That is, the insurance product quality verification system 200 generates a combination of various subscription information that may occur in the field at the time of selling a product through virtual simulation to verify the subscription business verification to prevent the occurrence of a contract incompatible with the product operation standard and the examination standard (230), and a product-specific verification template for supporting the virtual simulation verification may be stored in a storage means accessible by the information storage unit (260).

Furthermore, the insurance product quality verification system 200 may further include an inter-system comparison / verification unit 240 for comparing and analyzing the product registration information between the test environment before the product launch and the actual operation system.

Hereinafter, the operation of the insurance product quality verification system 200 having the above-described configuration will be described in detail with reference to the accompanying drawings.

FIG. 4 illustrates a flow chart for explaining a procedure for verifying basic product information according to an embodiment of the present invention, and FIGS. 5 and 6 illustrate screens displayed upon verification of basic product information according to an embodiment of the present invention .

4, the manager first executes the insurance product quality verification system 200 and creates a test scenario by pressing a scenario addition button on the initial screen to enter a test scenario detailed information input window as shown in FIG. 3 Enter the purpose, method, and objects to be moved and verify and register a detailed test case. The product validation scenario management unit 210 receives test scenario information and specific information related to the test case through the information input window as shown in FIG. 3 and registers the information through the information storage unit 260, It is possible to complete the preliminary work for verifying the quality. Hereinafter, embodiments of the present invention will be described on the assumption that a plurality of detailed test scenario detailed information is registered in the system 200.

If the manager first inputs a plurality of test scenario detailed information and presses a selection button for comparing and verifying the basic product information, the product information verification unit 220 determines whether the test case is a new test case in step S10. As a determination method, it is possible to determine whether there is a test case selection request or a new test case selection request. That is, if there is a request for selecting a test case without requesting a new test case in step S10, the product information verification unit 220 proceeds to step S12 to access the existing test case information from the storage server 300 and provides the list To select a test case. If the administrator selects a test case (step S12), the product information verification unit 220 displays the product details related to the selected test case (step S14), and displays it on the screen window.

If there is a selection request for a new test case in step S10, the product information verification unit 200 requests product selection through a screen display window as shown in Fig. If the administrator selects a product, a comparison target product, and a system environment that are the basis of comparison (step S16) and presses a verification button on the screen display window as shown in FIG. 5, the product information verification unit 220 proceeds to step S18 And determines whether there are a plurality of selected products. If a plurality of selected products are selected, that is, the reference product and the comparison target product are selected, the product information verification unit 220 determines the details of the two selected products (insurance item, insurance item subdivision, product group, sales start date, (S20), and outputs a row which does not coincide with the matching row (S22), as shown in FIG. 5, on the screen display window. The method of outputting to the display window can display only matching lines according to administrator's selection, display only unmatched lines, or display a list of main product basic information registered in two products, You can also mark it with a highlight. FIG. 6 illustrates an example in which only the information selected by the administrator is displayed. Although not shown in FIG. 5 and FIG. 6, if there is a file conversion request from the administrator regarding the comparison result, the file conversion output unit 250 may convert the comparison result into an Excel file and display it on a screen display window, The comparison result may be selectively stored in the memory 300. In the case of statistical information, the system may be designed to display a list of detailed items about the number of items when the item is clicked.

5 or 6, the product information verifying unit 220 stores the product basic information comparison result of the test case in the test case name of the test scenario Step S24), and ends the product basic information comparison and verification process according to an embodiment of the present invention. For reference, if the product selected in step S18 is a singular value, the product information verification unit 220 simply inquires the details of the selected product and outputs it to the screen display window.

As described above, the merchandise information verifying unit 220 according to the embodiment of the present invention compares the merchandise selected by the manager, that is, the reference merchandise and the comparison merchandise, It is possible to collectively inquire the major changes related to the revision of the law and the comparison of the confirmation items related to the operation of the product, There is an effect that can be verified. In some cases, it is convenient to select and inquire only the difference between the entire registration information and the convenience of the statistical information to display the detailed information through the pop-up screen.

FIG. 7 illustrates a flow chart for explaining the detailed product information verification process according to the embodiment of the present invention. FIGS. 8 and 9 illustrate a screen displayed when verifying detailed product information according to an embodiment of the present invention .

Referring to FIG. 7, if the manager presses a selection button for comparing and verifying product detail information, the product information verification unit 220 determines whether the new test case is a new test case in step S30. If there is a selection request for a new test case in step S30, the product information verification unit 200 requests selection of an excel file and a reference item of the reference product and the comparative product through a screen display window as shown in Fig. The 'reference item' refers to an item that is selected to designate which item is to be compared based on the Excel file of the selected reference product and the comparative product.

If the manager selects the Excel file of the reference product and the comparison product (step S32 and step S34) through the screen display window as shown in FIG. 8 and selects the unique key item in the reference item selection (step S36 The product information verifying unit 220 compares the detailed information with the detailed information by comparing the detailed information with the selected reference item (S38) by uploading the Excel file of the reference product and the comparison product, And outputs it to the screen display window as shown in step S40. The product information verification unit 220 may output a row that does not coincide with the matched rows in the screen display window as shown in Fig. In some cases, the information registered in the comparison target product on the basis of the reference product may be divided into the total / missing / added / different / identical based on the top icon.

For reference, if there are a plurality of reference items, a plurality of items are added to generate a single key, and the selected file values are compared and verified. Although not shown in FIGS. 5 and 6, if there is a file conversion request from the administrator regarding the comparison result, the file conversion output unit 250 may convert the comparison result into an Excel file and display it on a screen display window, ). ≪ / RTI > The product information verification unit 220 may store the test case result in the test case name of the corresponding test scenario (S42) when the test case storage command provided in the screen display window as shown in FIG. 8 or 9 is input have. 7 illustrates a case where an existing test case is selected instead of a new test case. In steps S46 and S48, if the file of the reference product and the comparison target product are changed, the file information is updated and stored And enters the product detailed information comparison step. In step S49, if the reference item is changed, the user enters the step S38 to compare the item detail information after changing the reference item accordingly.

As described above, the product information verifying unit 220 according to the embodiment of the present invention verifies the difference between the files by uploading the information of the reference product and the comparison target product in the form of an Excel file with respect to the detailed product information of the form , Major changes related to the revision, and necessary confirmation items related to the operation of the product can be collectively inquired through comparison of the detailed information of the product, so that the registration error of the main product information and the input error can be verified.

In addition, since the system according to the embodiment of the present invention compares the item detail information on the basis of the unique key item, there is an advantage that detailed information of two items to be compared can be classified as add / drop / same / different.

Meanwhile, FIG. 10 illustrates a flow chart for explaining a comparison and verification process between systems according to an embodiment of the present invention, and FIG. 11 illustrates a screen displayed at the time of comparison verification between systems according to an embodiment of the present invention.

Referring to FIG. 10, when the manager first presses the inter-system merchandise information comparison verification button provided in the screen display window to compare and verify the merchandise information between systems, the inter-system comparison verification unit 240 checks whether a new test case . As a determination method, it is possible to determine whether there is a test case selection request or a new test case selection request. That is, if there is a test case selection request without requesting a new test case in step S50, the inter-system comparison verification unit 240 proceeds to step S64 to access the test case information that has been generated in the past from the storage server 300 To select a test case. If the administrator selects a test case (step S62), the inter-system comparison verification unit 240 proceeds to step S58.

On the other hand, if there is a selection request for a new test case in step S50, the inter-system comparison verification unit 240 requests a product selection and a system selection through a screen display window as shown in FIG. The manager then selects a product code or a product name to be searched through a screen display window as shown in Fig. 11 (S52), and then selects a system to be searched (S54). Here, the system refers to an operating system 110, a verification system 120, an integrated test system (ternary system) 130, or a development server 140 system constituting the insurance company server system 100 shown in FIG.

If the verification button is pressed after completion of product selection and system selection, the inter-system comparison verification unit 240 proceeds to step S56 to determine whether there are a plurality of selected systems. If a plurality of selection systems are selected, that is, the reference system and the comparison target system are selected, the inter-system comparison verification unit 240 compares the product basic information registered in the test server 130 before product launch, That is, the item details (insurance item, insurance item subdivision, product group, sales start date, sales end date, product property information number, etc.) registered in the operating system server 110 (step S58) To the screen display window as shown in Fig. 11 (step S60).

As described above, the method of outputting to the screen display can also display only matching lines according to the administrator's selection, display only unmatched lines, or display a list of main product basic information registered in two products Instead, you can highlight only the differences. In the case of statistical information, click the item name to display a detailed list of items. If there is a file conversion request from the administrator regarding the comparison result, the file conversion output unit 250 may convert the comparison result between the systems into an Excel file and display it on the screen display window, or may selectively output the comparison result to the storage server 300 It can also be saved.

In addition, the inter-system comparison verification unit 240 stores the test case comparison result in the test case name of the test scenario according to the input of the test case storage command provided in the screen display window, Lt; / RTI >

The system according to the embodiment of the present invention can compare and compare the difference between the product information registered in the integrated test environment and the product information registered in the actual operating system for one product by the inter- It will be possible to do.

Hereinafter, the operation of the subscription service verifying unit 230 for generating a combination of various subscription information that may occur in the field at the time of selling a commodity through virtual simulation to verify that a contract unsuitable for the commodity operation standard and the examination standard does not occur will be described with reference to FIGS. This will be described in more detail with reference to FIG.

The manager first presses the subscription service verification button provided on the screen display window as shown in Fig. Then, the subscription service verifying unit 230 displays a simulation data input button in the window section in the screen display window, as shown in FIG. The manager selects the simulation data input button and confirms the test data to be used. If there is no existing verification template, select Tools> Manage subscription design standard by product. If subscription design standard management for each product is selected, the subscription service verification unit 230 displays a screen display window as shown in FIG. 13, so that the administrator can add or delete a new verification item based on the existing template, In addition to being able to modify, it is possible to create a new design verification template by manipulating the template creation button or delete it.

For example, if template generation is selected by the administrator in FIG. 13, the subscription service verifying unit 230 provides a screen display window as shown in FIG. 14, so that the administrator can design various design information And input values of test data that can be generated by a template can be set. It is also possible to recycle various test data through a combination of design standard information as shown on the display window.

14, the subscription service verifying unit 230 generates simulation data to be used in the verification step based on the generated product-specific verification template, and generates simulation data for use in the verification step It outputs in the form of a screen display like the one shown. In this case, the subscription business verification unit 230 provides a pop-up screen for the allowable values for each item registered in the design standard information. In some cases, it may be desirable to add an input value editing function to verify the value that the user arbitrarily inputs. FIG. 16 illustrates a screen displayed by executing simulation with the generated test data and comparing the predicted value with the expected value. The administrator may designate the execution range to execute the partial simulation, download the test data to Excel, You may want to run the simulation again after you modify it.

As described above, the insurance product quality verification system 200 according to the embodiment of the present invention generates a combination of various subscription information that may occur in the field at the time of selling a product through the subscription service verification unit 230 through virtual simulation By verifying that a contract that is not in conformity with the product operation standard and the examination standard is not generated, the effect of verifying the subscription business can be expected in advance so that the ineligible contract that does not comply with the product operation standard and examination standard is not generated.

While the present invention has been particularly shown and described with reference to exemplary embodiments thereof, it is to be understood that the invention is not limited to the disclosed exemplary embodiments, but, on the contrary, is intended to cover various modifications and equivalent arrangements included within the spirit and scope of the invention. Accordingly, the true scope of the present invention should be determined only by the appended claims.

Claims (7)

An insurance product quality verification system connectable to an insurance company server system including at least one server for storing and managing insurance product information,
A description of the scenario, a code and a product name of the product to be tested, a test case name, and test scenario details including test case contents are input A product validation scenario management unit for registering and managing the product;
In accordance with the selection of the test case name of the test scenario detailed information registered for verifying the insurance product, accessing the product basic information or the product detailed information for the reference product selected by the manager and the comparison target insurance product from the server, A merchandise information verifying unit for comparing and verifying whether or not the items constituting the item detail information or the item detail information are compared or inquiring the item details;
A file conversion output unit for converting and outputting the comparison result of the goods information comparison result in the product information verification unit to a designated file;
Information for storing the test scenario detail information and for storing the comparison result of the basic information or the detailed information of each insurance product or the comparison result file by the test case name of the selected test scenario detailed information and storing it in the storage server Wherein the insurance product quality verification system comprises: delete delete delete The information processing apparatus according to claim 1,
The insurance product quality is characterized by the fact that the reference product, the comparison target product and the system environment information which are the basis of the comparison are inputted and the basic information items of the goods are compared and verified, but the items which do not match with each other are outputted to the screen display window Verification system. The information processing apparatus according to claim 1,
The item information of the standard product and the comparison object to be compared are inputted and the product detailed information is compared and verified. The product detailed information is compared and verified based on the unique key item selected by the administrator, To the screen display window. The system according to claim 6,
Wherein the standard product and the comparative product, which are the basis of comparison, are uploaded in the form of an excel file, and the product detailed information is verified and verified.

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