TWI831146B - A system that integrates social software communication and management - Google Patents

Abstract

The invention relates to a system that integrates social software communication and management. A system that integrates social software communication and management includes a notification module, a social software communication management module, and a server and data center. The notification module is used to send out the latest status of a case. The social software communication management module is used to receive the latest status of the case and aggregate multiple notification accounts to provide one message notification. Servers and data centers are used to record the latest status of cases, multiple notification accounts and message notifications.

Description

A system that integrates social software communication and management

The present invention relates to a communication and management system. Specifically, it relates to a system that integrates social software communication and management.

The existing insurance messaging system can only send messages through SMS or email. If you want to contact customers, you need to create an additional social software account to complete and manage it, which will consume a lot of manpower.

In addition, traditional insurance information systems cannot perform backend control on messages from external social software. Therefore, after messages are sent, personnel cannot monitor the progress of each case through centralized management.

In the existing Chinese Invention Patent Certificate No. 106341309B, a mobile network-based enterprise promotion system and method are disclosed. The system includes: a collection module for collecting data related to promotion activities; an analysis module for to analyze the data. The present invention provides a mobile network-based enterprise promotion system and method. By binding with WeChat, it can record the specific situation of various promotion activities and collect feedback data from the user terminal. The aforementioned case regarded WeChat as one of the messaging targets and managed multiple social software messages without having an independent management system.

In the existing Republic of China Patent Certificate No. M543434U, a mobile management system for community collective insurance is disclosed, which is used to reduce the risk of an insurance group during an insurance period. It includes a data capture device and a wireless system. transmission unit, a cloud server and a community branch Enjoy the unit. The data collector captures the driving information of each insured vehicle, transmits the driving information to the cloud server through the wireless transmission unit and stores it in a database. A processor sends a safety reminder message based on the driving information in the database. The social sharing unit allows each policy holder to view driving information and receive safety reminder messages that are actively pushed to each policy holder to reduce the chance of an accident. Compared with the conventional technology, this invention provides a community management system that can effectively reduce the probability of accidents through system management. The aforementioned social collective insurance mobile management system only exposes a way to reduce the probability of car insurance accidents during the insurance period and is used to improve driving habits. It does not have the integration and management functions of social software communication.

In the existing Chinese Invention Patent Certificate No. 103888287B, an information system integrated operation and maintenance monitoring service early warning platform and its implementation method are disclosed; including: a data acquisition layer; used to collect basic data of monitored equipment; a data processing layer; Used to process the basic data collected by the data acquisition layer; data presentation layer; used to display processed data by users; information system integrated operation and maintenance monitoring service early warning platform management system: used to The platform is managed. The system runs through the three levels of the data acquisition layer, the data processing layer and the data presentation layer, and controls the three levels of the data acquisition layer, the data processing layer and the data presentation layer. Unified configuration and management at all levels. The invention has the functions of refinement, automation, intelligence, and integrated IT operation and maintenance monitoring, and improves the information technology operation and maintenance capabilities of large enterprises. The aforementioned information system integrated operation and maintenance monitoring service early warning platform and its implementation method cannot manage the communication of social software.

In the existing Republic of China Invention Patent Certificate No. I486785, a method for dynamically managing a social network group is disclosed, which is implemented using a group management system with at least one physical processing device. The method includes: using the group A group management system receives data from multiple sources on a computer network; uses the group management system to identify a basis for establishing a new social network group from the data; uses the group management system to create the New social networking group; and using the group The management system automatically invites members to the new social networking group, each of the members being associated with the benchmark identified in the data that created the new social networking group. The aforementioned method of dynamically managing a social network group cannot record case status.

In the existing public case of the Republic of China Invention Patent No. 201525749A, an identity verification method is disclosed, including receiving the identity identification code of the authenticator; finding whether the identity identification code is bound to the corresponding network account; if the bound one is found, Network account, determine whether the bound network account is in the authentication list, if it is in the authentication list, the verification is successful; if the bound network account is not found or the bound network account is not in the authentication list, then the verification Fail. The above authentication method associates the authentication code of the authenticator with the network account, and uses the authentication list including the authenticated network account to determine whether the authentication is successful or failed, because the user can conveniently use the network account through the Internet Binding, unbinding and changing the authenticator enables immediate loss reporting and reissue after the authenticator is lost, improving security. The aforementioned identity verification method cannot manage communication in social software.

In view of this, how to provide a system that integrates social software communication and management to solve the above situation is an urgent problem that needs to be solved in this industry.

In order to solve the above-mentioned shortcomings of the prior art, the main purpose of the present invention is to provide a system that integrates social software communication and management, which can be used to integrate social software and send insurance case information through the social software. Carry out case management to effectively complete case management and avoid the consumption of manpower.

In order to achieve the above objectives, the system of the present invention that integrates social software communication and management includes a notification module, a social software communication management module, and a server and data center. For notification module To send a case status update. The social software communication management module is used to receive the latest status of the case and aggregate multiple notification accounts to provide one message notification. Servers and data centers are used to record the latest status of cases, multiple notification accounts and message notifications.

In order to achieve the above purpose, the system integrating social software communication and management of the present invention has the latest status of the case, including but not limited to the latest status of the case, reminders, progress, etc.

In order to achieve the above purpose, the social software communication management module of the system integrating social software communication and management of the present invention includes a notification account integration system, a case status center module and a message notification module. The notification account integration The system is used to connect multiple notification accounts, the case status center module is used to provide the information status of all cases, and the message notification module is used to provide calculation and operation selection of the object, content, time, form, etc. of message notifications.

In order to achieve the above purpose, the notification account integration system of the integrated social software communication and management system of the present invention includes but is not limited to an external account interface module and an internal account interface module. The external account interface module The external social software interface can be completed through, but not limited to, the interface methods and API interface methods provided by a social software. The internal account interface module can complete the interface through, including but not limited to, authentication code identification and database comparison notifications. personnel to complete the internal account interface.

In order to achieve the above purpose, the system of integrated social software communication and management of the present invention has social software including but not limited to LINE, Facebook, Instagram, Whatsapp, Telegram, Wechat, Tiktok, etc.

In order to achieve the above purpose, the case status center module of the integrated social software communication and management system of the present invention includes but is not limited to a case information system and a case query system. The case information system is used to display all case information and its Classification form is used by the case query system to find the required case information.

In order to achieve the above purpose, the system for integrating social software communication and management of the present invention has a case query system that can search for objects including but not limited to quotation cases, insurance renewal cases, claim settlement cases, etc.

In order to achieve the above purpose, the message notification module of the integrated social software communication and management system of the present invention includes but is not limited to a notification object module, a notification content module and a notification form module. The notification object module The objects that can be notified include but are not limited to customers, company personnel, contract salesmen, specific insurance agent channel salesmen, etc. The notification content module can provide customized content formats and create notification content. The notification form module can Set a notification format, which includes but is not limited to voice, picture, video, text, etc.

In order to achieve the above purpose, the server and data center of the integrated social software communication and management system of the present invention include but are not limited to a message history database and a message template center. The message history database is used to record all sent messages. 1. Message information. Message information includes but is not limited to time, person, content, read or unread, etc. The message template center can automatically create a message template for commonly used messages or fixed stage notification messages.

In order to achieve the above purpose, the system of integrated social software communication and management of the present invention further includes a message promotion and quotation integration system, a historical message query system, a general user interface, an account binding function and a business Inquiry function, information promotion and quotation integration system are used for personnel to complete quotations and publish information directly after automatically generating quotations. The historical information inquiry system is used to query a historical information record, and the general user interface is used for ordinary users. Log in and bind, the account binding function is used to complete the user's account binding, and the business query function is used to query the business results of the case.

In order to achieve the above purpose, the system for integrating social software communication and management of the present invention has a general user operation interface including an API service for interfacing with social software services, a payment function, a function for providing the latest product information and an unbound function. The communication mechanism of the specified account.

Another object of the present invention is to provide a system and method for integrating social software communication and management, which includes the following steps: providing a notification module to send out the latest status of a case, and providing a social software communication management module to receive the case The latest status and multiple notification accounts are consolidated into one message notification, and a server and data center are provided to record the latest status of the case, multiple notification accounts and message notifications.

In order to achieve the above purpose, the social software communication management module of the system integrating social software communication and management of the present invention includes a notification account integration system, a case status center module and a message notification module. The notification account integration The system is used to connect multiple notification accounts, the case status center module is used to provide the information status of all cases, and the message notification module is used to provide calculation and operation selection of the object, content, time, form, etc. of message notifications.

In order to achieve the above purpose, the notification account integration system of the integrated social software communication and management system of the present invention includes but is not limited to an external account interface module and an internal account interface module. The external account interface module The external social software interface can be completed through, but not limited to, the interface methods and API interface methods provided by a social software. The internal account interface module can complete the interface through, including but not limited to, authentication code identification and database comparison notifications. personnel to complete the internal account interface.

In order to achieve the above purpose, the case status center module of the integrated social software communication and management system of the present invention includes but is not limited to a case information system and a case query system. The case information system is used to display all case information and its Classification form is used by the case query system to find the required case information.

In order to achieve the above purpose, the message notification module of the integrated social software communication and management system of the present invention includes but is not limited to a notification object module, a notification content module and a notification form module. The notification object module The objects that can be notified include but are not limited to customers, company personnel, contract salesmen, specific insurance agent channel salesmen, etc. The notification content module can provide customized content formats and create notification content. The notification form module can Set a notification format, which includes but is not limited to voice, picture, video, text, etc.

In order to achieve the above purpose, the server and data center of the integrated social software communication and management system of the present invention include but are not limited to a message history database and a message template center. The message history database is used to record all sent messages. 1. Message information. Message information includes but is not limited to time, person, content, read or unread, etc. The message template center can automatically create a message template for commonly used messages or fixed stage notification messages.

100: System that integrates social software communication and management

200:Notification module

300: Social software communication management module

310: Notify the account integration system

311:External account interface module

312: Internal account interface module

320: Case status center module

321:Case information system

322: Case inquiry system

330:Message notification module

331: Notification object module

332:Notification content module

333:Notification form module

400:Servers and Data Centers

410:Message history database

420:Message Template Center

500:Message promotion and quotation integration system

600: Historical information query system

700: General user interface

800:Account binding function

900: Business query function

Figure 1 is a system schematic diagram of a system integrating social software communication and management of the present invention;

Figure 2 is a schematic diagram of the payment function interface of the system integrating social software communication and management of the present invention.

FIG. 3 is a schematic diagram of the latest product information provision function of the system integrating social software communication and management of the present invention.

FIG. 4 is a schematic diagram of the unbound account communication mechanism of the system integrating social software communication and management of the present invention.

Figure 5 is a schematic interface diagram of the message promotion and quotation integration system of the system integrating social software communication and management of the present invention.

FIG. 6 is a schematic interface diagram of the historical message query system of the system integrating social software communication and management of the present invention.

FIG. 7 is a schematic diagram of a general user operation interface of the system integrating social software communication and management of the present invention.

FIG. 8 is a schematic diagram of the account binding function of the system integrating social software communication and management of the present invention.

Figure 9 is a step diagram of the method of integrating social software communication and management system of the present invention.

The present invention is described in detail below in conjunction with the accompanying drawings and in the form of embodiments. The drawings used in the article are only for illustration and auxiliary description, and may not represent the actual proportions and precise configurations of the present invention after implementation. Therefore, the present invention should not be limited to the proportions and configuration relationships of the attached drawings. The actual scope of the patent shall be stated first.

As shown in Figure 1, a system 100 for integrating social software communication and management of the present invention includes a notification module 200, a social software communication management module 300, and a server and data center 400. The notification module 200 is used to send out the latest status of a case. The social software communication management module 300 is used to receive the latest status of the case and aggregate multiple notification accounts to issue a message notification to complete the message push operation. The server and data center 400 are used to record the latest status of the case, multiple notification accounts and message notifications.

Among them, the latest case status of the system 100 that integrates social software communication and management includes but is not limited to the latest status of the case, reminders, progress, etc.

Please refer to Figure 1 again. The social software communication management module 300 includes a notification account integration system 310, a case status center module 320 and a message notification module 330.

The notification account integration system 310 is used to interface multiple notification accounts, especially to interface the accounts of all objects to be notified, and complete authentication and binding. The case status center module 320 is used to provide information status of all cases and allow users to search for cases. The message notification module 330 is used to provide calculation and operation selection of the object, content, time, form, etc. of the message notification.

The notification account integration system 310 includes but is not limited to an external account interface module 311 and an internal account interface module 312 . The external account interface module 311 can complete the interface of external social software through including but not limited to the interface method provided by a social software, API interface method, etc. The internal account interface module 312 can target internal personnel of the company. Use the company account or system for authentication and binding. The internal account interface module 312 can complete internal account interface through including but not limited to authentication code recognition, database comparison and notifying personnel. Among them, the aforementioned social software includes but is not limited to LINE, Facebook, Instagram, Whatsapp, Telegram, Wechat, Tiktok and other social software.

The case status center module 320 includes but is not limited to a case information system 321 and a case query system 322 . The case information system 321 is used to display all case information and its classification form. The case query system 322 is used to search for required case data. The subjects that the case query system 322 can search include but are not limited to quotation cases, insurance renewal cases, claim settlement cases, etc. .

The message notification module 330 includes but is not limited to a notification object module 331 , a notification content module 332 and a notification form module 333 . The notification object module 331 can select the objects to be notified, and the objects that can be notified include but are not limited to customers, company personnel, contract sales personnel, specific insurance agent channel sales personnel, etc. The notification content module 332 can provide customized content formats and create notification content. Allow. The notification form module 333 can set a notification form, and the notification form includes but is not limited to voice, picture, video, text, etc.

The server and data center 400 is the processing center of the integrated social software communication and management system 100 of the present invention. It is used to store, record, notify, and calculate all case messages and case information (determine message sending time, personnel, Scheduling time) and other tasks, and belong to the architecture of software and hardware. The server and data center 400 are configured according to the caseload and equipment requirements of the system operator. The servers and database systems it has can be local or cloud, and their number is not limited.

The server and data center 400 include but are not limited to a message history database 410 and a message template center 420. The message history database 410 is used to record all message information sent, and the message information includes but is not limited to time, person, content, read or unread, etc. The aforementioned records are complete records and can enable personnel to control the system. Call and use data. The 420 Message Template Center can automatically create a message template for frequently used messages or fixed-stage notification messages, and use the included message active push platform to directly call the message template to complete quick editing and send messages.

The system 100 integrating social software communication and management of the present invention has the following extended applications:

1. API services that interface with social software services

The integrated social software communication and management system 100 of the present invention can integrate existing and future social software accounts through external interfaces, expand the scope of message promotion and eliminate social software with low reach in the future. The social software it can interface with includes but is not limited to LINE, Facebook, Instagram, Whatsapp, Telegram, Wechat, Tiktok, etc. All message notification actions can be completed through this system.

2. Payment function

As shown in Figure 1, the system 100 integrating social software communication and management of the present invention further has a general user operation interface 700, which can expand the online payment function of the system through the connection of cash flow services, so that general users can Enter the payment stage through the message content, and the insurance addition action will be completed when the cash flow service connected to the system is confirmed to be credited. The actual implementation of one of the interfaces is shown in Figure 2. Among them, the interface in Figure 2 can be arbitrarily adjusted in function and interface form according to needs, and Figure 2 is not the only form and function.

3. The function of providing the latest product information

The system 100 integrating social software communication and management of the present invention can provide advertising exposure means and placement selection for general consumers on a general user interface 700 . The actual implementation of one of the interfaces is shown in Figure 3. Among them, the interface in Figure 3 can be arbitrarily adjusted in function and interface form according to needs, and Figure 3 is not the only form and function.

4. Communication mechanism for unbound accounts

When a new user enters the system 100 integrating social software communication and management of the present invention and has not yet completed account binding, the system can provide a binding method or basic Q&A reply content on the general user interface 700 to provide the user with to obtain the required information. The actual implementation of one of the interfaces is shown in Figure 4. Among them, the interface in Figure 4 can be arbitrarily adjusted in function and interface form according to needs, and Figure 4 is not the only form and function.

As shown in Figure 1, the system 100 for integrating social software communication and management of the present invention further includes a message promotion and quotation integration system 500, a historical message query system 600, a general user interface 700, and an account binding Function 800 and a business query function 900.

1. Message promotion and quotation integration system

The information push and quotation integration system 500 is used for personnel to complete quotations and directly publish information after automatically generating quotations. The interface content of the message promotion and quotation integration system 500 is shown in Figure 5 Display, which includes but is not limited to the selection of transmission objects (including but not limited to groups, channels, objects, etc.), notification copy writing (notification copy can be composed of but not limited to text, pictures, videos, audio files, etc.), transmission functions ( You can select the transmission time, including but not limited to immediate transmission, scheduled transmission, etc.), the transmission target chat room (you can monitor the recipient's message reply after transmission, or whether it is marked as read, etc.). Among them, the interface in Figure 5 can be arbitrarily adjusted in function and interface form according to needs, and Figure 5 is not the only form and function.

2. Historical information query system

The historical message query system 600 is used to query a historical message record. After logging in, employees can query the historical message records of objects whose accounts have been bound (objects include but are not limited to customers, company personnel, contract salesmen, specific insurance agent channel salesmen, etc.) according to their authority scope, including the messages they have received. Or historical message records sent. The actual implementation of an interface of the historical message query system 600 is shown in Figure 6, which displays messages sent to employees whose accounts have been bound. The interface in Figure 6 can search for historical information of a single specific object or multiple objects, including but not limited to name, account, channel, external name (such as social account name), etc. Among them, the interface in Figure 6 can be arbitrarily adjusted in function and interface form according to needs, and Figure 6 is not the only form and function.

3. General user interface

The system 100 integrating social software communication and management of the present invention allows general users to log in and operate and bind through the general user interface 700 . The operation process of the general user interface 700 can be as follows: Step 1: Join the official account of the system in the social software; Step 2: Click on the dialogue window built in the social software to jump out of the general user message interface of the system; Step 3 : Select any function at the bottom of the interface, and the system will automatically bind the user's account. An implementation of the general user interface 700 The actual implementation is shown in Figure 7. Among them, the interface in Figure 7 can be arbitrarily adjusted in function and interface form according to needs, and Figure 7 is not the only form and function.

4. Account binding function

The account binding function 800 is used to complete the user's account binding. As shown in Figure 2, it can select the corresponding binding method based on the user's identity. After entering the binding information, the system will send a verification code (such as OTP verification code). After completing the verification, the account binding will be completed immediately, and Open the available functions of this system.

5. Business query function

The business inquiry function 900 provides company personnel or related personnel to inquire about the business results of the cases they are responsible for or related cases. Inquiries can be made based on, but not limited to, quotation cases, insurance renewal cases, claim settlement cases, etc. The information displayed in the query result list includes but is not limited to the effective date, insurance start date, acceptance date, insurance risk type, name of the insured and its Information, insurance subject matter, case status, etc. are used to display query result data.

As shown in Figure 9, the present invention also provides a system method for integrating social software communication and management, which includes the following steps: as shown in step S1, a notification module 200 is provided to send out the latest status of a case; as shown in step S2 As shown, a social software communication management module 300 is provided to receive the latest status of the case and aggregate multiple notification accounts to provide a message notification; and as shown in step S3, a server and data center 400 are provided to record the latest status of the case. , multiple notification accounts and message notifications.

In summary, the system 100 that integrates social software communication and management provided by the present invention directly integrates communication with social software and conducts centralized management for a single customer's needs. There is no need to check individual social software to confirm files and messages. , in order to speed up claims processing and enhance communication with customers, it can also avoid information incoherence caused by cross-community software, so that company personnel need to track the latest updates one by one. Progress status. In addition, the present invention integrates and manages all sent messages through social software account integration and the case status center module 320, and provides company personnel with the ability to search historical notifications to simultaneously grasp the status of the case, which helps to speed up the case processing process.

The above-described embodiments are only for illustrating the technical ideas and characteristics of the present invention. Their purpose is to enable those skilled in the art to understand the content of the present invention and implement it accordingly. They should not be used to limit the patent scope of the present invention. That is to say, all equivalent changes or modifications made in accordance with the spirit disclosed in the present invention should still be covered by the patent scope of the present invention.

100: System that integrates social software communication and management

200:Notification module

300: Social software communication management module

310: Notify the account integration system

311:External account interface module

312: Internal account interface module

320: Case status center module

321:Case information system

322: Case inquiry system

330:Message notification module

331: Notification object module

332:Notification content module

333:Notification form module

400:Servers and Data Centers

410:Message history database

420:Message Template Center

500:Message promotion and quotation integration system

600: Historical information query system

700: General user interface

800:Account binding function

900: Business query function

Claims (2)

A system that integrates social software communication and management, which includes: a notification module to send out the latest status of a case, which includes but is not limited to the latest status of the case, reminders, progress, etc.; a social software communication management A module for receiving the latest status of the case and aggregating multiple notification accounts to send a message notification; and a server and data center for recording the latest status of the case, the multiple notification accounts and the message notification; the community The group software communication management module includes a notification account integration system, a case status center module and a message notification module. The notification account integration system is used to interface the multiple notification accounts, and the case status center module is used to provide The information status of all cases, the message notification module is used to provide calculation and operation selection of the object, content, time, form, etc. of the message notification; the message notification module includes but is not limited to a notification object module, a notification content module A group and a notification form module. The notification object module can choose to notify the objects including but not limited to customers, company personnel, contract salesmen, specific insurance agent channel salesmen, etc.; the case status center module includes but is not limited to A case information system and a case inquiry system. The case information system is used to display all case information and its classification form. The case inquiry system is used to search for required case information. The subjects that can be searched by the case inquiry system include but are not limited to quotations. Cases, insurance renewal cases, claims cases, etc.; this system that integrates social software communication and management also includes a message promotion and quotation integration system, a historical message query system, a general user interface, and an account binding function. And a business query function, the message promotion and quotation integration system is used for personnel to complete quotations and directly publish messages after automatically generating quotations, the historical message query system is used to query a historical message record, and the general user operation interface For general users Log in and bind. The account binding function is used to complete the user's account binding. The business query function is used to query the business results of the case. The characteristic is that the notification account integration system includes but is not limited to an external account intermediary. Interface module and an internal account interface module. The external account interface module can complete the interface of external social software through, but not limited to, the interface method provided by a social software, API interface method, etc., and the internal The account interface module can perform authentication and binding on the company accounts or systems used by internal personnel of the company; the internal account interface module can complete internal tasks including but not limited to authentication code identification, database comparison and notification to personnel. Account interface; the integrated social software communication and management can be used to integrate social software, send case messages through the social software, and manage the case at the same time. A system integrating social software communication and management as described in request item 1, wherein the general user interface includes an API service that interfaces with social software services, a payment function, a latest product information providing function and an unbound Account communication mechanism.