TWM622638U - Notes management platform - Google Patents

Abstract

A management platform is disclosed, which includes a login interface and a processing system. The login interface is configured to execute the login procedure, providing one or more insurance solicitors and one or more financial supervisors to control the operation of the platform. The processing system is coupled to the login interface, and configured to execute the system interfacing procedure, inspection-and-warning procedure, and inquiry-and-printing procedure. The system interfacing procedure is configured to import one or more notes into the processing system. According to the imported note, the inspection-and-warning procedure sends notifications when the insurance solicitor or financial supervisor corresponding to the note executes the login procedure. The inquiry-and-printing procedure is configured to provide insurance solicitor or financial supervisor inquiring about the note.

Description

Note management platform

This new model relates to a management and control platform, especially a management and control platform that reminds users to handle note cases and assists users in sorting out note cases.

In the past, when insurance companies issued notes, they were all sent by e-mail to the administrative staff of the insurance agency department, and then the administrative staff sent it to the branch insurance salesman by e-mail or fax. After the branch insurance salesman receives the email or fax, he will provide the revised or supplementary information to the insurance company. Because this method does not have the effect of real-time notification, it not only consumes a long time, but also has the risk of losing and missing letters in the process. Therefore, a platform that can make up for the above shortcomings is required.

This disclosure document provides a management and control platform, including a login interface and a processing system. The login interface is used to execute the login procedure, and provide one or more insurance agents and one or more wealth managers to operate the management and control platform. The processing system is coupled with the login interface for executing the system interface procedure, the checking and warning procedure, and the inquiry and printing procedure. The system interface is used to import one or more note cases into the processing system. According to the imported note case, the verification and warning program sends a notification message when the insurance clerk or wealth manager corresponding to the note case executes the login procedure. The inquiry and printing program is used to provide insurance clerks or wealth managers inquiring about note cases.

The following disclosure provides many different embodiments or examples for implementing various features of the provided subject matter. Specific examples of components and arrangements are described below to simplify the present case. Of course, these are only examples and are not intended to be limiting. For example, in the description below, the formation of a first feature over or on a second feature may include embodiments in which the first feature and the second feature are formed in direct contact, and may also include embodiments that may be formed on the first feature Embodiments in which additional features are formed with the second feature such that the first feature and the second feature may not be in direct contact. Additionally, reference numerals and/or letters may be repeated in the examples herein. This repetition is for the purpose of simplicity and clarity, and does not in itself indicate a relationship between the various embodiments and/or configurations discussed.

In addition, the terms (terms) used in the entire specification and the scope of the patent application, unless otherwise specified, generally have the usual meaning of each term used in this field, in the content of this disclosure document and in the special content. significance. Certain terms used to describe the present disclosure are discussed below or elsewhere in this specification to provide those skilled in the art with additional guidance regarding the description of the present disclosure.

As used herein, unless the context specifically defines the article, "a" and "the" can refer to a single one or a plurality. It will be further understood that the terms "comprising", "including", "having" and similar words used herein designate the recited features, regions, integers, steps, operations, elements and/or components, but do not exclude one or more of its other features, regions, integers, steps, operations, elements, components, and/or groups thereof, described or additional thereto.

FIG. 1 is a structural diagram of a note management platform 100 according to some embodiments. The note management platform 100 includes a login interface 110 , a processing system 120 , a storage server 130 , an inspection and alert interface 140 , and an inquiry and printing interface 150 .

The login interface 110 provides the user 112 to log in to the note management platform 100 . In some embodiments, user 112 is an insurance agent or financial executive. When the user 112 has a business requirement, the login interface 110 will be executed, and the relevant information of the user 112, such as the employee number, account number or password of the user 112, will be input to log in to the note management and control platform 100.

In some embodiments, the login interface 110 includes a touch screen, a keyboard, a mouse, a scanner, a camera, a video camera, a tablet, a network transmission interface, a USB connection interface, etc. A mobile phone application or other software with similar functions operates the above-mentioned login interface 110 to log in to the note management and control platform 100 .

The processing system 120 is coupled to the login interface 110, and includes a system interface program 122, a check alert program 124, and a query and print program 126, which are used for importing a plurality of note cases 131 from the storage server 130 and storing them in the user interface. 112 Notify when logging into the note management and control platform 100 and provide the function of querying note cases 131 . In some embodiments, the processing system 120 may be a central processing unit, a microprocessor, a graphics processor, an arithmetic logic unit, other similar elements, or a combination of the foregoing.

The storage server 130 is coupled to the processing system 120 for storing the note cases 131 of various insurance companies. In some embodiments, the note cases 131 further each include a note date 131a, a note reason 131b, and a note counterpart 131c.

In some embodiments, the storage server 130 may be, for example, random access memory, ROM, flash memory, hard disk, other similar elements, or a combination of the above elements.

The processing system 120 can read the note cases 131 of various insurance companies from the storage server 130 through the system interface program 122 . For example, the note case 131 may be from insurance company A, insurance company B, and insurance company C, and each has a note date 131a, a note reason 131b, and a note counterpart 131c. By reading the note case 131 , the storage server 130 can provide the processing system 120 to perform identity comparison when the user 112 logs into the note management and control platform 100 , so as to facilitate the verification and query process. The note management and control platform 100 of the present disclosure provides an efficient note control. Please also refer to FIG. 2 , which illustrates a flowchart of the note management platform 100 executing note control in some embodiments. As shown in FIG. 2 , the note management method 200 executed by the note management and control platform 100 includes operations 210 , 220 , 230 , 240 , 250 and 260 .

In operation 210 , the processing system 120 reads the note cases 131 of various insurance companies from the storage server 130 through the system interface program 122 .

In operation 220 , the user 112 uses the login interface 110 to log in to the note management and control platform 100 based on requirements (eg, business requirements or case inquiries).

In operation 230 , the processing system 120 compares the user 112 , the date of the note 131 a and the corresponding person 131 c to the note through the check alert program 124 , and sends the corresponding check message 141 or 142 to the check alert interface 140 . That is to say, when the user 112 logs into the note management and control platform 100, the check alert program 124 will check the note cases to confirm whether the user 112 has any note cases that have not been processed and whether these note cases are overdue. If the user 112 has outstanding note cases, the check alert program 124 will issue a check message, and if these note cases are even overdue, the check alert program 124 will issue another check message. In order to deal with the above situation, operation 230 further includes operations 231 , 232 , 233 and 234 .

In operation 231, the check alert program 124 compares the user 112 with all the note-corresponding persons 131c, if the user 112 is equal to one or more note-corresponding persons 131c or the financial manager of one or more note-corresponding persons 131c , which means that the corresponding user 112 has logged into the note management and control platform 100 , and the operation 232 is further performed. In operation 232 , the processing system 120 sends the verification message 141 to the verification alert interface 140 , and performs operation 233 .

For example, there are two note cases 131 in the storage server 130 , which are note case A and note case B, respectively, and the corresponding persons 131c for each note are insurance agent A and insurance agent B. There are three users 112 who log in to the note management and control platform 100 , namely insurance salespersons A, C and D, wherein insurance salesperson C is the financial manager of insurance salesperson A. When the three persons log in to the note management and control platform 100 respectively, the verification alert program 124 determines through the comparison meeting that the insurance agent A has an unresolved note case A that needs to be processed, and sends a verification message 141 to the verification alert interface 140 . Since the insurance salesman C is the financial manager of the insurance salesperson A, he decides that the note case A needs to be handled, and sends the verification message 141 to the verification warning interface 140 . On the other hand, because the insurance agent D does not have a corresponding person 131c for the notes corresponding to the two note cases 131 , the processing system 120 does not send the check message 141 to the check alert interface 140 .

In operation 233 , the checking alert program 124 further compares the corresponding note date 131 a and the time when the user 112 logs into the note management platform 100 . If one or more of the corresponding note dates 131 a are earlier than the time when the user 112 logs into the note management and control platform 100 , it means that there are overdue note cases 131 , and the operation 234 is further performed. In operation 234 , the processing system 120 sends the verification message 142 to the verification alert interface 140 .

For example, there are two note cases 131 in the storage server 130, namely note case A and note case B, the corresponding note dates 131a are January 1st and January 3rd, and the corresponding notes correspond to persons 131c are all insurance salesman A. When insurance agent A logs into the management and control platform 100 on January 2, the verification alert program 124 not only sends the verification message 141 to the verification alert interface 140 , but also further compares the meeting date 131 a and the login time of the user 112 . Regarding the note case A, since the user 112 logs in later than the note date 131 a, the processing system 120 determines that the note case A has expired, and sends a check message 142 to the check warning interface 140 . Regarding the note case B, since the user 112 logs in earlier than the note date 131a, the processing system 120 determines that the note case B is not overdue, and therefore does not send the verification message 142 to the verification warning interface 140.

The verification warning interface 140 is coupled to the processing system 120 for receiving verification messages 141 and 142 from the processing system 120 , and according to the received verification messages 141 and 142 , when the user 112 logs into the note management platform 100 , notify the user 112 to handle the note case 131.

In operation 240 , if the verification alert interface 140 receives the verification message 141 , it means that the user 112 has an unresolved note case 131 that needs to be processed, and a prompt is displayed to remind the user 112 to handle it. If the verification alert interface 140 further receives the verification message 142, it means that the corresponding note case 131 is overdue, and an additional prompt will be displayed to remind the user 112 to deal with it as soon as possible.

In some embodiments, the checking and warning interface 140 includes a touch screen, a computer screen, a speaker, a network transmission interface, a USB connection interface, etc., and is implemented through a web page, a computer application program, a mobile phone application program, or other software with similar functions. The user 112 is reminded of the handling of the note case 131 .

The processing system 120 may perform the query and print process 126 before, after, or during the audit alert process 124, and the audit alert process 124 and other sequences of the query and print process 126 are within the scope of this disclosure.

The query and print interface 150 is coupled to the processing system 120 for providing the user 112 to query the note case 131 and displaying the query result.

In operation 250 , the processing system 120 provides the user 112 to query the note case 131 through the query and print program 126 , and displays the query result through the query and print interface 150 .

For example, the user 112 can use the query and print interface 150 to query some or all of the note cases 131, and the query content can be the note date 131a, the note reason 131b, the note correspondent 131c, or a combination thereof. After the processing system 120 completes the query through the query and print program 126 , the query result is sent to the query and print interface 150 .

In operation 260, the inquiry and printing interface 150 displays the note case 131 inquired by the user 112 for the user 112 to view and analyze.

In some embodiments, the query and print interface 150 includes a touch screen, a computer screen, a speaker, a network transmission interface, a USB connection interface, etc., and can be accessed through web pages, computer applications, mobile applications, or other similar functions. The software lists the note cases 131 inquired by the user 112 .

In some embodiments, the user 112 can use the query and print interface 150 to list data for some or all of the inquired note cases 131 , or for the note date 131a , the note reason 131b , and the note correspondent 131c Or a combination of them can be analyzed to generate relevant reports such as reports and trend graphs.

Although the present disclosure has been disclosed as above in embodiments, it is not intended to limit the present disclosure. Anyone with ordinary knowledge in the art can make various changes and modifications without departing from the spirit and scope of the present disclosure. Therefore, the scope of protection of this disclosure shall prevail as defined by the scope of the patent application attached hereto.

100: Note management platform 110:Login interface 112: User 120: Handling System 122: System Interface Program 124: Check Alert Procedure 126: Inquiry and printing procedures 130: Storage server 131: Note Case 131a: Date of note 131b: Reason for note 131c: Note to corresponding personnel 140: Check Alert Interface 141, 142: Check message 150: Query and print interface 200: Method of operating the note management platform 210~260: Operation

In order to make the above and other objects, features, advantages and embodiments of the present disclosure more clearly understood, the accompanying drawings are described as follows: FIG. 1 illustrates a structural diagram of a note management platform according to some embodiments; and FIG. 2 illustrates a flowchart of a method of operating a note management platform according to some embodiments.

100: Note management platform

110:Login interface

112: User

120: Handling System

122: System Interface Program

124: Check Alert Procedure

126: Inquiry and printing procedures

130: Storage server

131: Note Case

131a: Date of note

131b: Reason for note

131c: Note to corresponding personnel

140: Check Alert Interface

141, 142: Check message

150: Query and print interface

Claims (6)

A management and control platform, including: a login interface for executing a login procedure to provide one or more insurance agents and one or more wealth managers to operate the management and control platform; a processing system, coupled to the login interface, for executing a system interface program, a check alert program, and an inquiry and printing program, the system interface program is used for importing one or more note cases into the processing system; the checking and warning program sends a notification message according to the imported note cases when the insurance agents or the wealth management executives corresponding to the note cases execute the login procedure; the inquiry and printing The program is used to provide the insurance agents or the wealth managers to inquire about the note cases. The management and control platform as claimed in claim 1 further includes a storage server, coupled to the processing system, for storing the note cases. The management and control platform according to claim 2, wherein each of the note cases includes: a date of the note, a reason for the note, and a person corresponding to the note. The management and control platform as described in claim 3, wherein If the date of the note is earlier than the time when the person corresponding to the note performs the login procedure, the notification message is a warning message; and If the date of the note is equal to or later than the time when the person corresponding to the note performs the login procedure, the notification message is a general message. The management and control platform as claimed in claim 4 further includes an inspection and warning interface, coupled to the processing system, for displaying a warning message according to the notification message. The management and control platform according to claim 5, further comprising an inquiry and printing interface, coupled to the processing system, for providing the insurance salesmen or the wealth management executives to inquire about the note cases and displaying the notes The result of the inquiry of the case.

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