KR101786003B1 - Mobile recording system for contract/consent handling and method thereof - Google Patents
Mobile recording system for contract/consent handling and method thereof Download PDFInfo
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- KR101786003B1 KR101786003B1 KR1020140081890A KR20140081890A KR101786003B1 KR 101786003 B1 KR101786003 B1 KR 101786003B1 KR 1020140081890 A KR1020140081890 A KR 1020140081890A KR 20140081890 A KR20140081890 A KR 20140081890A KR 101786003 B1 KR101786003 B1 KR 101786003B1
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Abstract
A mobile recording system and method for contract and agreement are disclosed. The user's oral contract is stored by voice recording or voice recording, and the stored oral contract is automatically or uploaded by the user's choice, and the predetermined contract information and corresponding customer information of the oral contract are inputted and uploaded, A mobile recording apparatus for transmitting a billing request; A back-up contract for uploading a face-to-face conversation or a voice call recording of the mobile recording apparatus, a billing fee calculation request from the mobile recording apparatus, a billing fee calculation unit for calculating a billing fee according to the request for billing calculation, And configures a server for transmission to a recording apparatus. According to the contract and agreement mobile recording system and method described above, the insurance agent in the field has the effect of establishing the oral contract conveniently and systematically and carrying out the accident process without any legal mistake. Also, by automatically uploading and categorizing the calls to the server with the server and storing them back up, it is possible to easily solve the problem of the customer or the other party who changes their attitude frequently when talking with the customer.
Description
BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a mobile recording system and method thereof, and more particularly, to a mobile recording system and method for contract and agreement, and more particularly to a mobile recording system and method for insurance contract and agreement .
In the past, insurance planners have signed various insurance contracts, such as life insurance and automobile insurance, face to face with customers. On paper, the customer's consent or signature is entered directly.
However, in some cases, it is often difficult to contract directly with all customers. In reality, there are many cases where the insurance agent replaces the customer's signature on the insurance application documents. In such cases, violation of the Personal Information Protection Act will cause problems with the validity of the insurance contract.
However, in addition to face-to-face agreements, oral agreements can also be made through voice calls to establish insurance contracts. The insurer 's call center records such oral agreements and establishes contracts. However, there are many difficulties for insurance planners to meet their customers directly and establish a contract through currency. In addition, these verbal contracts must be backed up to the insurance company, so insurance planners record the smart phone, go to the office, store the recording file on the computer and back up to the server.
In this way, on-site insurance planners are not required to have legal problems in establishing insurance contracts by means of currencies, and more systematic measures are required.
On the other hand, if a car accident occurs, the contents of the accident site should be properly identified and backed up to the insurance company. There is also.
However, even if a recent smart phone is used to handle such tasks, it is inconvenient to systematically classify and organize recording files for contracts and incident handling of a large number of management customers, and there is a lot of inconvenience in backing up. It could be a problem.
Therefore, there is an urgent need for the insurance agent in the field to systematically perform contract handling and accident handling tasks, which are convenient enough for the call center staff.
It is an object of the present invention to provide a mobile recording system for contract and agreement.
It is another object of the present invention to provide a mobile recording method for contract and agreement.
The mobile recording system for agreement and agreement according to the object of the present invention is configured to store a verbal contract of a customer by face-to-face recording or voice recording, and to upload a stored verbal contract automatically or by user's choice, A mobile transcription device for receiving and uploading predetermined contract information and corresponding customer information of the oral contract and transmitting a billing fee calculation request of the oral contract; A back-up contract for uploading a face-to-face conversation or a voice call recording of the mobile recording apparatus, a billing fee calculation request from the mobile recording apparatus, a billing fee calculation unit for calculating a billing fee according to the request for billing calculation, And a server for transmitting to a recording apparatus.
Here, the mobile recording apparatus may automatically record a call during a call with the customer to store the call content, classify the stored call content by the customer, automatically upload the index and the call content of the customer to the server The mobile recording device may be configured to store the backup content, and the content of the call stored in the mobile recording device may be automatically deleted after a predetermined period of time.
According to another aspect of the present invention, there is provided a mobile recording method for contract and agreement, comprising the steps of: a mobile recording device storing a verbal contract of a customer at a face-to-face recording or a call recording; Storing the contract information and corresponding customer information of the verbal contract in the mobile recording device, automatically uploading the stored contract information and the corresponding customer information to the server, and transmitting a request for requesting a fee for the verbal contract to the server; The server backups the face-to-face or voice-recorded verbal contract, receives a request for billing calculation from the mobile recording apparatus, calculates a bill according to the request for billing calculation, Transmitting; The mobile recording apparatus may receive and display a bill from the server, and may automatically transmit the bill to the corresponding client terminal.
In this case, the server may further include a step of automatically transmitting the backup and stored oral contract to the corresponding customer terminal through the mobile recording device.
The step of the mobile recording apparatus storing the oral contract of the customer by voice recording or voice recording and automatically uploading the voice recording to the server comprises the steps of the mobile recording apparatus creating an index for each customer and transmitting the generated index and the corresponding oral contract to the server As shown in FIG.
At this time, the step of the server automatically transmitting the back-up stored oral contract to the corresponding customer terminal through the mobile recording device may be configured to search the index of the oral contract and automatically transmit the index to the corresponding customer terminal.
According to the contract and agreement mobile recording system and method described above, the insurance agent in the field has the effect of establishing the oral contract conveniently and systematically and carrying out the accident process without any legal mistake.
Also, by automatically uploading and categorizing the calls to the server with the server and storing them back up, it is possible to easily solve the problem of the customer or the other party who changes their attitude frequently when talking with the customer.
In addition, it is possible to maximize the convenience of the customer by calculating in real time the insurance premium and the accident rate due to the accident handling, and providing it to the customer.
1 is a block diagram of a mobile recording system for contract and agreement according to an embodiment of the present invention.
FIGS. 2A through 2C are exemplary views of a mobile recording screen for a contract and agreement according to an embodiment of the present invention.
3 is a flow chart of a mobile recording method for contract and agreement according to an embodiment of the present invention.
While the invention is susceptible to various modifications and alternative forms, specific embodiments thereof are shown by way of example in the drawings and will herein be described in detail to the concrete inventive concept.
It should be understood, however, that the invention is not intended to be limited to the particular embodiments, but includes all modifications, equivalents, and alternatives falling within the spirit and scope of the invention.
Like reference numerals are used for like elements in describing each drawing.
The terms first, second, A, B, etc. may be used to describe various elements, but the elements should not be limited by the terms. The terms are used only for the purpose of distinguishing one component from another. For example, without departing from the scope of the present invention, the first component may be referred to as a second component, and similarly, the second component may also be referred to as a first component. And / or < / RTI > includes any combination of a plurality of related listed items or any of a plurality of related listed items.
It is to be understood that when an element is referred to as being "connected" or "connected" to another element, it may be directly connected or connected to the other element, .
On the other hand, when an element is referred to as being "directly connected" or "directly connected" to another element, it should be understood that there are no other elements in between.
The terminology used in this application is used only to describe a specific embodiment and is not intended to limit the invention. The singular expressions include plural expressions unless the context clearly dictates otherwise.
In the present application, the terms "comprises" or "having" and the like are used to specify that there is a feature, a number, a step, an operation, an element, a component or a combination thereof described in the specification, But do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, or combinations thereof.
Unless defined otherwise, all terms used herein, including technical or scientific terms, have the same meaning as commonly understood by one of ordinary skill in the art to which this invention belongs.
Terms such as those defined in commonly used dictionaries are to be interpreted as having a meaning consistent with the contextual meaning of the related art and are to be interpreted as either ideal or overly formal in the sense of the present application Do not.
Hereinafter, preferred embodiments according to the present invention will be described in detail with reference to the accompanying drawings.
1 is a block diagram of a mobile recording system for contract and agreement according to an embodiment of the present invention.
1, a contract and agreement mobile recording system 100 according to an embodiment of the present invention includes a mobile recording device 110 and a server 120 Lt; / RTI >
At this time, the mobile recording apparatus 110 may be configured to include a recording module 111, a transmission module 112, a reception module 113, and a control module 114.
The mobile recording system 100 is configured in such a manner that the insurance agent in the field in the mobile recording apparatus 110 can establish an oral insurance contract conveniently and accurately such as a call center employee and perform an accident process.
In the mobile recording system 100, the insurance planner manages the list of customers in the mobile recording apparatus 110, automatically backs up the call history to the server 120 as well as the oral insurance contract for each customer, The recording file of the oral insurance contract or the call history is deleted after a predetermined time.
With such an automatic backup configuration, it is configured to efficiently respond to a customer or an opponent who frequently changes attitudes and positions.
Meanwhile, it is possible to automatically calculate the insurance premium, the accident rate, and the like by using the recording files stored in the server 120 in a backup manner, and provide them to the customer terminal 200 in real time, thereby increasing the convenience of the customer and increasing the insurance contract rate have.
This mobile recording function can be applied not only to insurance contracts but also to all kinds of contracts. May be applied to all kinds of contracts for selling goods or subscribing to services by face-to-face recording or currency recording.
Hereinafter, the detailed configuration will be described.
The mobile recording device 110 may be configured to store the oral contract of the customer by face-to-face recording or call recording. At this time, the customer list stored in the mobile recording apparatus 110 may be searched and classified by customer on the customer list.
And the mobile recording device 110 may be configured to automatically upload the stored oral contract to the server 120. [
Here, the mobile recording apparatus 110 may be a smartphone or a tablet PC of an insurance agent in the field, and the function of the mobile recording apparatus 110 may be implemented as an application.
Meanwhile, the mobile recording apparatus 110 may be configured to receive predetermined contract information of the oral contract and corresponding customer information directly from the insurance planner and upload it to the server 120.
The mobile recording device 110 may be configured to send a request for calculating the billing fee of the verbal contract to the server 120. [ In the case of an insurance contract, it may be configured to send a premium calculation request to the server 120. This premium calculation request is generated by the control module 114 and is configured to be transmitted by the transmission module 112.
On the other hand, the mobile recording device 110 can be configured to automatically delete the verbal agreement stored by face-to-face recording or conversation after a predetermined period of time.
At this time, it is preferable that the mobile recording apparatus 110 is configured to selectively confirm whether or not to upload and to automatically delete only the uploaded oral contract.
The server 120 may be configured to back up the oral contract that is uploaded on the face-to-face recording or call recording of the mobile recording device 110. At this time, the oral contract may be configured to be classified and stored according to the service seller, for example, the customer of the insurance agent.
The server 120 may be configured to receive a request for billing calculation from the mobile recording device 110 and to calculate the billing fee according to the request for billing fee calculation and transmit the billing fee to the mobile recording device 110.
The mobile recording device 110 may receive the bill from the server 120 and display and store it. At this time, the mobile recording apparatus 110 may be configured to automatically transmit the received charge to the customer terminal 200.
The customer can check the bill in real time through the customer terminal 200.
In addition, the server 120 may be configured to automatically transmit a backup contract stored in the server 120 to the customer terminal 200 of the customer through the mobile recording device 110. [ That is, it provides for post-contract validation and helps to conveniently fulfill the obligation to notify the customer about the contract.
At this time, it is preferable that the mobile recording apparatus 110 is configured to automatically transmit an oral contract, a bill, etc. to the corresponding customer terminal 200 in the background mode. When the mobile recording apparatus 110 receives an oral contract or a billing fee while receiving the background mode command from the server 120, the mobile recording apparatus 110 automatically transmits the customer to the mobile recording apparatus 110 And automatically transmit the data to the customer terminal 200.
Such a customer search can be performed using a unique index of the customer, and if the unique index is the first customer, it is first created in the mobile recording apparatus 110 and registered in the server 120 and shared with each other.
The mobile recording apparatus 110 may be configured to receive a charge from the reception module 113 and automatically transmit the charge to the customer terminal 200 of the customer in the transmission module 112. The insurance agent may be configured to automatically transmit the bill or insurance premium received without searching for the customer and transmitting the bill. The insurance agent's code and the corresponding customer's index can be configured to be automatically transferred to the corresponding customer together.
On the other hand, when the mobile recording apparatus 110 is in communication with the customer from time to time, the recording module 111 of the mobile recording apparatus 110 is configured to automatically record a conversation with the customer, Lt; / RTI >
In addition, the mobile recording device 110 can be configured to automatically store the classified content of the call by uploading it to the server 120 and backing up the content. A customer-specific index may be used for classification by customer. Such customer-specific classification operations may be configured to be performed by the control module 114. The index of the corresponding customer can be transmitted together with the contents of the call.
In addition, the mobile transcription apparatus 110 is preferably configured such that the contents of the conversation stored in the mobile transcription apparatus 110 are automatically deleted after a predetermined period of time. Of course, it is preferable to automatically delete only the contents of the already uploaded call. Such an automatic deletion function may be implemented in the control module 114.
In case of an accident at an accident site such as a car accident, the insurance agent may record or record a car accident scene using the mobile recording apparatus 110 to store a recording file or a recording file.
The mobile recording apparatus 110 may be configured to automatically upload a recording file or a recording file to the server 120. [
In addition, the mobile recording apparatus 110 may be configured to directly input an accident situation at a car accident site from an insurance company employee and upload it to the server 120.
At this time, the server 120 may be configured to back up the recorded recording file or recording file uploaded from the mobile recording device 110. [ This can also be configured to backup and store by customer. That is, it can be configured to store the customer's own index together. If the index is already stored, it is preferable to store the files together for each index.
The server 120 may be configured to estimate the incident responsibility ratio of the customer from the accident situation uploaded from the mobile recording apparatus 110 and to transmit the estimated rate of responsibility to the mobile recording apparatus 110 in real time.
At this time, the server 120 refers to the case database (not shown), analyzes the accident situation uploaded from the mobile recording device 110, calculates the accident responsibility ratio of the customer, and transmits the rate to the mobile recording device 110 in real time .
The mobile recording apparatus 110 may be configured to receive the incident responsibility ratio at the reception module 113 and to transmit the incident responsibility ratio to the customer terminal 200 in the transmission module 112 in real time.
FIGS. 2A to 2C are exemplary views of a mobile recording screen for insurance contract / insurance processing according to an embodiment of the present invention.
FIG. 2A shows a main screen implemented in an application form in the mobile recording apparatus 110. FIG.
FIG. 2B shows a screen for searching a list of customers in the mobile recording apparatus 110, and displays call detail for each customer.
FIG. 2C shows a screen for transmitting call details to the server 120 in the mobile recording apparatus 110.
3 is a flow chart of a mobile recording method for contract and agreement according to an embodiment of the present invention.
Referring to FIG. 3, the mobile recording apparatus 110 stores a verbal contract of a customer by a voice recording or a voice recording, and uploads it to the server 120 automatically or by user's selection (S101).
Here, it is preferable that the mobile recording apparatus 110 is configured to generate an index for each customer and to upload the generated index and the corresponding oral contract to the server 120.
It is preferable to selectively delete the uploaded oral contract by confirming whether or not the oral contract recorded in face-to-face recording or conversation with the mobile voice recording apparatus 110 is uploaded after a predetermined period of time. In other words, it can be configured to delete only the uploaded verbal agreement file.
Next, the mobile recording apparatus 110 receives and stores predetermined contract information and corresponding customer information of the oral agreement, automatically uploads the information to the
Next, the
Next, the mobile recording apparatus 110 receives the bill from the server, displays and stores the bill, and transmits the bill to the corresponding customer terminal 200 (S104).
Next, the server 120 automatically transmits the verbal contract previously backed up to the corresponding customer terminal 200 through the mobile recording device 110 (S105).
Here, the server 120 may be configured to search the index of the backup contract stored in the server 120 and automatically transmit the index to the customer terminal 200 of the customer.
Next, the mobile recording apparatus 110 may perform recording or recording of a car accident scene to store a recording file or a recording file, and may also be configured to receive and store a signature of the corresponding recording file or a corresponding customer of the recording file have.
The mobile recording apparatus 110 automatically uploads the recorded recording file or recording file and its signature to the server 120, receives the incident situation of the vehicle accident site from the user, and uploads the incident to the server 120 (S106) .
Next, the server 120 backs up the recording file or recording file uploaded from the mobile recording device 110, refers to the case database, and calculates the rate of accident responsibility of the customer from the uploaded state of the mobile device 110 And transmits it to the mobile recording apparatus 110 in real time (S107).
It will be apparent to those skilled in the art that various modifications and variations can be made in the present invention without departing from the spirit or scope of the invention as defined in the following claims. There will be.
110: Mobile Recording Device
111: Recording module
112: Transmission module
113: Receiving module
114: control module
120: Insurer server
200: Customer terminal
Claims (5)
The mobile recording apparatus according to claim 1, further comprising: a back-up storage unit for backing up the oral contracts uploaded from the face-to-face recording or call recording of the mobile recording apparatus using a unique index, receiving a request for fee calculation from the mobile recording apparatus, And transmits the calculated index to the mobile recording apparatus together with the unique index, and receives a traffic accident situation from the mobile recording apparatus and stores the received traffic accident status using the unique index,
The mobile recording apparatus includes:
The method of claim 1, further comprising the steps of: receiving the calculated bill with the unique index; automatically recording the call conversation when talking with the customer to store the call content; Wherein the system is configured to upload and store backups to the server and to compare the customer's unique index and the insurance agent code of the user to the received bill in a background mode without a user's command, Wherein the mobile terminal is configured to automatically identify the customer through the unique index and automatically transmit the identified customer to the customer terminal of the identified customer. When the oral contract and the call content stored in the mobile recording device are uploaded, And automatically select and delete the call content,
The server comprises:
The traffic accident case received from the mobile recording device is analyzed with reference to the traffic accident case database to estimate the accident responsibility ratio of the customer in real time and the estimated incident responsibility ratio is transmitted to the mobile recording device in real time Mobile recording system for contract and agreement.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| KR1020140081890A KR101786003B1 (en) | 2014-07-01 | 2014-07-01 | Mobile recording system for contract/consent handling and method thereof |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| KR1020140081890A KR101786003B1 (en) | 2014-07-01 | 2014-07-01 | Mobile recording system for contract/consent handling and method thereof |
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| Publication Number | Publication Date |
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| KR20160003459A KR20160003459A (en) | 2016-01-11 |
| KR101786003B1 true KR101786003B1 (en) | 2017-10-17 |
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| KR1020140081890A KR101786003B1 (en) | 2014-07-01 | 2014-07-01 | Mobile recording system for contract/consent handling and method thereof |
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| KR102191417B1 (en) * | 2019-07-05 | 2020-12-15 | 주식회사 디비아이엔씨 | Method and system for face-to-face recording service |
Citations (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| KR100751871B1 (en) * | 2005-06-09 | 2007-08-24 | 이인희 | Insurance system used by mobile and processing method thereof |
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Patent Citations (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| KR100751871B1 (en) * | 2005-06-09 | 2007-08-24 | 이인희 | Insurance system used by mobile and processing method thereof |
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