WO2018036152A1 - 投保单信息更新方法、管理服务器及计算机可读存储介质 - Google Patents

投保单信息更新方法、管理服务器及计算机可读存储介质 Download PDF

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Publication number
WO2018036152A1
WO2018036152A1 PCT/CN2017/077968 CN2017077968W WO2018036152A1 WO 2018036152 A1 WO2018036152 A1 WO 2018036152A1 CN 2017077968 W CN2017077968 W CN 2017077968W WO 2018036152 A1 WO2018036152 A1 WO 2018036152A1
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WIPO (PCT)
Prior art keywords
insurance policy
target
policy
information
target insurance
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PCT/CN2017/077968
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English (en)
French (fr)
Inventor
童小勇
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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Publication of WO2018036152A1 publication Critical patent/WO2018036152A1/zh
Anticipated expiration legal-status Critical
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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/23—Updating
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Definitions

  • the present invention relates to the field of communications technologies, and in particular, to a policy for updating insurance policy information, a management server, and a computer readable storage medium.
  • the property insurance system usually includes multiple subsystems, such as a telemarketing subsystem, an APP sales subsystem, an official website sales subsystem, etc.
  • Each subsystem has a corresponding server to manage the subsystem, and the production and insurance system has The core server manages the multiple subsystems.
  • Customers can order property insurance through telephone, official website, APP and other channels, and the insurance policies generated through the telephone, official website, APP and other channels will be stored on the core server.
  • the core server allocates the insurance policy generated by each channel to the management server in the telesales subsystem, and the management server will insure.
  • the manual agent determines that the insurance policy is in the pending payment status, the insurance policy will be The status of the policy is concerned. If the status of the policy is not changed to the payment status within the preset time period, the agent can make a call to the customer to determine the reason why the customer has not paid the fee for a long time by telephone communication, and gives The client processes the advice or assists the client in completing the payment process. Tracking the application form in the above manner can effectively avoid the loss of the customer and give the customer a better experience.
  • the manual seat in the telesales subsystem usually includes a computer, a headset and a salesperson, wherein the sales software is installed on the computer to access the telesales subsystem.
  • the salesperson on the manual agent side of the telemarketing subsystem needs to refresh the insurance policy information by manual refreshing, so that the salesperson on the manual agent side can determine the insurance policy based on the refreshed insurance policy information.
  • the next step in the process Specifically, after detecting the manual refresh operation of the salesperson, the manual agent generates a policy information update request, and sends the update request to the management server in the telesales subsystem, which is managed by the management server in the telemarketing subsystem.
  • the insurance policy of the insurance policy having the mapping relationship with the manual agent is obtained on the core server, and the insurance policy information is fed back to the artificial agent to realize the update of the insurance policy information of the manual agent.
  • the update of the insurance policy information of the manual agent can be realized, so that the salesperson on the manual agent side can determine the next processing flow of the insurance policy based on the updated insurance policy information, and effectively realize the tracking of the insurance policy. .
  • the main purpose of the present invention is to provide a method for updating insurance policy information, a management server, and a computer readable storage medium, which aim to solve the problem in the prior art that the insurance information is manually refreshed by the salesperson to update the insurance information to the salesperson.
  • the inconvenience is a technical problem that increases the workload of the salesperson.
  • the present invention provides a method for updating insurance policy information, the method comprising:
  • the management server obtains the policy basic data from the core server every preset time interval, where the policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the step of obtaining the policy information of the target insurance policy from the core server includes:
  • the step of acquiring the policy information of the target insurance policy from the core server according to the state of the target insurance policy comprises:
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the step of pushing the corresponding artificial seat comprises:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides a management server, where the management server includes:
  • a first obtaining module configured to obtain, according to the preset preset time, the policy data of the policy from the core server, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • a determining module configured to determine, in an application form managed by the management server, a last update time recorded by the insurance policy with the same number as the target insurance policy;
  • a second obtaining module configured to acquire, from the core server, the policy information of the target insurance policy if the latest update time of the target insurance policy is later than the last updated update time;
  • the pushing module is configured to push the policy information of the target insurance policy to the corresponding manual agent to update the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the second obtaining module is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy The policy information of the target insurance policy.
  • the second obtaining module comprises:
  • a first searching module configured to: if a last update time of the target insurance policy is later than the last updated update time, search for a mapping relationship between a preset state and a parameter type, and determine the target The target parameter type corresponding to the status of the policy;
  • a third obtaining module configured to acquire a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as the policy information of the target insurance policy .
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the pushing module comprises:
  • a second search module configured to use the number of the target insurance policy to search for a mapping relationship between the number of the saved insurance policy and the manual agent, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • the information pushing module is configured to push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides a management server, including a memory and a processor, wherein the memory stores an insurance policy update program, and the processor executes the policy information update program for:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the obtaining the policy information of the target insurance policy from the core server according to the status of the target insurance policy comprises:
  • the processor is further configured to:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention further provides an insurance policy information update system, including a management server and a core server; the core server stores an insurance policy basic data, the management server includes a memory and a processor, and the memory There is stored a policy information update program, and the processor executes the policy information update program for:
  • the insurance policy basic data is obtained from the core server every preset time period, and the insurance policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the present invention also provides a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors, Implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy underlying data further includes a status of the target policy
  • the one or more programs may be executed by the one or more processors, and further implementing the following steps:
  • the one or more programs are executable by the one or more processors, and the following steps are also implemented:
  • the one or more programs are executable by the one or more processors, and the following steps are also implemented:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the present invention provides a policy for updating insurance policy information, a management server, and a computer readable storage medium.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy. And the latest update time of the target insurance policy, according to the number of the target insurance policy, in the insurance policy managed by the management server, the last update time recorded by the insurance policy with the same number as the target insurance policy, if The last update time of the target insurance policy is later than the last updated update time, and the insurance policy information of the target insurance policy is obtained from the core server and pushed to the corresponding artificial seat to realize the insurance of the manual agent.
  • the update of the single information enables the management server to actively push the insurance policy information to the manual agent to realize the update of the insurance policy information, and the salesperson information on the manual agent side does not need to be manually refreshed to update the insurance policy information, thereby effectively reducing the manual seat.
  • the workload of the salesperson on the side is easy to sell Personnel work.
  • FIG. 1 is a schematic flow chart of a method for updating an insurance policy information according to a first embodiment of the present invention
  • FIG. 2 is a schematic flow chart of the refinement step of step 103 in the first embodiment shown in FIG. 1;
  • FIG. 3 is a schematic flowchart of a method for updating an insurance policy information according to a second embodiment of the present invention.
  • FIG. 4 is a schematic diagram of functional modules of a management server in a third embodiment of the present invention.
  • FIG. 5 is a schematic diagram of a refinement function module of the second obtaining module 403 in the third embodiment shown in FIG. 4;
  • FIG. 6 is a schematic diagram of functional modules of a management server in a fourth embodiment of the present invention.
  • FIG. 7 is a schematic structural diagram of a device in a hardware operating environment according to an embodiment of the present invention.
  • FIG. 8 is a schematic structural diagram of a system involved in an embodiment of the present invention.
  • the salesperson Since the insurance information must be updated by the salesperson in a manual manner in the prior art, the salesperson cannot obtain the latest insurance information in time and will bring about a technical problem of increasing the workload of the salesperson.
  • the present invention provides a method for updating insurance policy information, by actively pushing the insurance policy information to the artificial agent by the management server every preset time interval, so that the sales personnel on the manual agent side do not need to manually refresh. Update the insurance information, effectively reduce the workload of the sales staff on the artificial seat side, and facilitate the sales staff to carry out the work.
  • FIG. 1 is a schematic flowchart of a method for updating an insurance policy information according to a first embodiment of the present invention, and the method for updating the policy information includes:
  • Step 101 The management server acquires the policy basic data from the core server every preset time interval, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the policy for updating the insurance policy is applied to the property insurance system, and the insurance policies of the sales channels such as telephone sales, APP sales, and official website sales can be exchanged in the property insurance system, and the insurance channels are insured.
  • the single policy is saved on the core server, and the insurance policy saved on the core server is the latest policy.
  • the management server is a server in the telesales subsystem, which is used for the distribution of the insurance policy and the update of the policy information, wherein the telesales subsystem belongs to the subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the management server acquires the policy basic data from the core server every preset time interval, and the policy basic data includes the number of the target policy. And the last update time of the target policy.
  • the management server obtains the insurance policy basic data from the core server every preset time interval: the management server determines the insured status in the insurance policy that is managed by the management server, and the insurance policy is in an incomplete state.
  • the target insurance policy obtains the number of the target insurance policy, and sends an update request carrying the number of the target insurance policy to the core server.
  • the core server acquires the target insurance policy according to the number of the target insurance policy.
  • the update time, and the number of the target insurance policy and the latest update time of the target insurance policy are fed back to the management server as the basic data of the insurance policy, so that the management server can obtain the basic data of the insurance policy.
  • the insurance policy managed by the management server includes an insurance policy generated by a manual agent of the telephone sales subsystem in which the management server is located, and an insurance policy generated by the core server in the property insurance system through the official network channel and/or the APP channel.
  • target insurance policy in the embodiment of the present invention does not refer to a single insurance policy, and the target insurance policy may actually be a plurality of different insurance policies, and each insurance policy will be according to the technical solution in the embodiment of the present invention. Realize the active push of insurance policy information.
  • the target insurance policy is an insurance policy in an unfinished state, and the uncompleted state refers to a state in which the policy of the insurance policy is uncompleted.
  • the status of the insurance policy includes: the status to be modified, the status to be paid, the status to be audited, the status to be inspected, the status to be insured, the status to be guaranteed, the status of the failed condition, and the like. Except for the guaranteed state and the failed state, all other states are incomplete.
  • Step 102 In the application form managed by the management server, determine a last update time recorded by the insurance policy with the same number as the target insurance policy; if the latest update time of the target insurance policy is later than The recorded last update time, step 103 is performed;
  • Step 103 Obtain the policy information of the target insurance policy from the core server, and push the information to the corresponding manual agent to update the policy information of the manual agent.
  • the management server determines, in the insurance policy managed by the management server, that the insurance policy has the same number as the target insurance policy.
  • the last update time recorded wherein the insurance policy with the same number as the target insurance policy refers to the target insurance policy saved on the management server side, wherein the latest update time of the target insurance policy in the basic data of the insurance policy refers to The last update time of the target policy that was saved on the core server side.
  • the management server obtains the insurance policy information of the target insurance policy from the core server, and pushes it to the corresponding artificial agent to implement the
  • the update of the insurance policy information of the manual agent enables the insurance policy information after the target insurance policy to be updated to be actively pushed to the artificial seat, so that the artificial agent can obtain the latest insurance policy information in time.
  • the management server after obtaining the insurance policy information of the target insurance policy from the core server, the management server saves the insurance policy information of the target insurance policy, and saves the target insurance in the insurance policy basic data. The last update time.
  • the management server will not process the target insurance policy, that is, the target policy information is not pushed.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and is determined according to the number of the target insurance policy.
  • the last update time recorded with the same number as the target insurance policy if the last update time of the target insurance policy is later than the last recorded update Time, the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding manual agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent.
  • the policy basic data acquired by the management server may include the state of the target insurance policy and the state of the target insurance policy, in addition to the number of the target insurance policy and the latest update time of the target insurance policy. Refers to the state of the target insured in the core server.
  • the information of the insurance policy for obtaining the target insurance policy from the core server in the step 103 in the first embodiment shown in FIG. 1 specifically includes:
  • FIG. 2 is a schematic flowchart of the refinement step of step 103 in the first embodiment shown in FIG. 1 , and the refinement step includes:
  • Step 201 Search a mapping relationship between a preset state and a parameter type, and determine a target parameter type corresponding to a state of the target policy.
  • Step 202 Obtain a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as the policy information of the target insurance policy.
  • the management server searches for the preset state and parameters. a mapping relationship between the types, determining a target parameter type corresponding to the state of the target policy, and obtaining a parameter value corresponding to the target parameter type from the core server, and using the parameter value as the policy information of the target policy .
  • the corresponding target parameter type is the entire insurance policy information
  • the corresponding The target parameter is the audit summary information of the target application.
  • the target parameter type that needs to be acquired is determined based on the state of the target policy, and the policy information is obtained from the core server based on the target parameter type, so that part or all of the insurance data can be acquired based on the need, and each push is not required. At the same time, the complete insurance policy is pushed to avoid repeated push of the same information, which can further save resources.
  • FIG. 3 is a schematic flowchart of a method for updating a policy information according to a second embodiment of the present invention, where the method includes:
  • Step 301 The management server obtains the policy basic data from the core server every preset time interval, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • Step 302 In the application form managed by the management server, determine a last update time recorded by the insurance policy with the same number as the target insurance policy; if the latest update time of the target insurance policy is later than The recorded last update time, step 303 is performed;
  • Step 303 Obtain, from the core server, the policy information of the target insurance policy
  • Step 304 Search for a mapping relationship between the number of the saved insurance policy and the manual agent by using the number of the target insurance policy, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • Step 305 Push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • steps 301 to 303 are similar to those described in step 101 to step 103 in the first embodiment shown in FIG. 1, and are not described herein.
  • the management server manages the distribution of the insurance policy information and the insurance policy.
  • the management server may assign the insurance policy to the artificial agent for processing, and in order to better manage the insurance.
  • the management server will set the mapping relationship between the number of the application form and the manual agent. For example, after assigning the application form A to the manual agent B, the mapping relationship between the number of the application form A and the manual agent B is saved.
  • the management server determines the manual agent to be pushed to the insurance policy, and specifically includes: searching for the saved insurance using the number of the target insurance policy. A mapping relationship between the number of the single object and the artificial seat, determining a manual agent having a mapping relationship with the number of the target insurance policy, and pushing the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy,
  • the salesperson who does not need the manual agent side refreshes the policy information by actively refreshing.
  • the management server can actively push the insurance policy information recently updated by the target insurance policy obtained from the management server to the corresponding artificial agent.
  • the active push of the policy information is effectively completed, and the salesperson information of the manual agent side is not required to be updated by the salesperson on the manual agent side, thereby effectively reducing the workload of the salesperson on the manual agent side.
  • the above-mentioned storage medium may be a read only memory, a magnetic disk or an optical disk or the like.
  • FIG. 4 is a schematic diagram of a function module of a management server according to a third embodiment of the present invention.
  • the management server includes: a first obtaining module 401, a determining module 402, a second obtaining module 403, and a pushing module 404.
  • the first obtaining module 401 is configured to obtain the policy basic data from the core server every preset time period, where the policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policies of the sales channels such as telephone sales, APP sales, and official website sales can be exchanged in the property insurance system, and the insurance policies of the respective sales channels are uniformly stored on the core server, and the insurance policy is saved on the core server. For the latest insurance policy.
  • the management server is a server in the telesales subsystem, which is used for the distribution of the insurance policy and the update of the policy information, wherein the telesales subsystem belongs to the subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the first obtaining module 401 obtains the policy basic data from the core server for each preset preset time, and the policy basic data includes the target insurance. The number of the single and the last update time of the target policy.
  • the obtaining, by the first obtaining module 401, the insured billing basic data from the core server every interval preset duration includes: the first obtaining module 401 determines, in the preset preset duration, that the managed insurance policy is in an incomplete state insured form, and is in the unfinished state.
  • the completion status of the insurance policy as the target insurance policy obtain the number of the target insurance policy, and send an update request carrying the number of the target insurance policy to the core server.
  • the core server After receiving the update request, the core server will obtain the number according to the target insurance policy.
  • the last update time of the target insurance policy, and the number of the target insurance policy and the latest update time of the target insurance policy are fed back to the management server as the basic data of the insurance policy, so that the management server can obtain the basic data of the insurance policy.
  • the insurance policy managed by the management server includes an insurance policy generated by a manual agent of the telephone sales subsystem in which the management server is located, and an insurance policy generated by the core server in the property insurance system through the official network channel and/or the APP
  • target insurance policy in the embodiment of the present invention does not refer to a single insurance policy, and the target insurance policy may actually be a plurality of different insurance policies, and each insurance policy will be according to the technical solution in the embodiment of the present invention. Realize the active push of insurance policy information.
  • the target insurance policy is an insurance policy in an unfinished state, and the uncompleted state refers to a state in which the policy of the insurance policy is uncompleted.
  • the status of the insurance policy includes: the status to be modified, the status to be paid, the status to be audited, the status to be inspected, the status to be insured, the status to be guaranteed, the status of the failed condition, and the like. Except for the guaranteed state and the failed state, all other states are incomplete.
  • a determining module 402 configured to determine, in an application form managed by the management server, a latest update time that has been recorded with the same number as the target insurance policy;
  • the second obtaining module 403 is configured to obtain the policy information of the target insurance policy from the core server if the latest update time of the target insurance policy is later than the last updated update time of the target insurance policy;
  • the pushing module 404 is configured to push the policy information of the target insurance policy to the corresponding manual agent to implement the update of the policy information of the manual agent.
  • the first obtaining module 401 determines, in the insurance policy managed by the management server, the number and the target insurance policy.
  • the update time of one time refers to the latest update time of the target policy that is saved on the core server side.
  • the second acquisition module 403 obtains the policy information of the target policy from the core server, and pushes the information to the corresponding policy by the push module 404.
  • the artificial agent enables the insurance policy information after the target insurance policy to be updated to be actively pushed to the artificial seat, so that the artificial agent can obtain the latest insurance policy information in time.
  • the management server after obtaining the insurance policy information of the target insurance policy from the core server, the management server saves the insurance policy information of the target insurance policy, and saves the target insurance in the insurance policy basic data. The last update time.
  • the management server will not process the target insurance policy, that is, the target policy information is not pushed.
  • the management server obtains the policy basic data from the core server every preset time interval, and the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and is determined according to the number of the target insurance policy.
  • the last update time recorded with the same number as the target insurance policy if the last update time of the target insurance policy is later than the last recorded update Time, the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding manual agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent.
  • the policy application basic data further includes the state of the target insurance policy
  • the second obtaining module 403 is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the policy information of the target insurance policy is specifically configured to: if the last update time of the target insurance policy is later than the last updated update time, obtain the status from the core server according to the status of the target insurance policy.
  • the second obtaining module 403 includes: The first search module 501 and the third acquisition module 502.
  • the first searching module 501 is configured to: if a last update time of the target insurance policy is later than the last updated update time, search for a mapping relationship between a preset state and a parameter type, and determine The target parameter type corresponding to the state of the target policy;
  • the third obtaining module 502 is configured to obtain a parameter value corresponding to the target parameter type from the data of the target policy that has been saved by the core server, and use the parameter value as an insurance policy for the target insurance policy information.
  • the first search module 501 searches for the preset a mapping relationship between the state and the parameter type, determining a target parameter type corresponding to the state of the target policy, and acquiring, by the third obtaining module 502, a parameter value corresponding to the target parameter type from the core server, the parameter value The policy information of the policy as the target insurance policy.
  • the corresponding target parameter type is the entire insurance policy information
  • the corresponding The target parameter is the audit summary information of the target application.
  • the target parameter type that needs to be acquired is determined based on the state of the target policy, and the policy information is obtained from the core server based on the target parameter type, so that part or all of the insurance data can be acquired based on the need, and each push is not required. At the same time, the complete insurance policy is pushed to avoid repeated push of the same information, which can further save resources.
  • FIG. 6 is a schematic diagram of a function module of a management server according to a fourth embodiment of the present invention.
  • the management server includes a first obtaining module 401, a determining module 402, and a second obtaining module 403 in the third embodiment as shown in FIG.
  • the push module 404 is similar to the content described in the third embodiment shown in FIG. 4, and details are not described herein.
  • the pushing module 404 includes:
  • the second search module 601 is configured to use the number of the target insurance policy to search for a mapping relationship between the number of the saved insurance policy and the manual agent, and determine a manual seat that has a mapping relationship with the number of the target insurance policy;
  • the information pushing module 602 is configured to push the insurance policy information of the target insurance policy to the artificial agent having a mapping relationship with the target insurance policy.
  • the management server manages the distribution of the insurance policy information and the insurance policy.
  • the management server may assign the insurance policy to the artificial agent for processing, and in order to better manage the insurance.
  • the management server will set the mapping relationship between the number of the application form and the manual agent. For example, after assigning the application form A to the manual agent B, the mapping relationship between the number of the application form A and the manual agent B is saved.
  • the management server obtains the policy information of the target insurance policy
  • the manual agent that needs to be pushed to the policy information is determined, and the second search module 601 uses the number of the target insurance policy.
  • the target insured has a mapping relationship of the artificial agent to realize the update of the manual agent side insurance policy information, so that the salesperson who does not need the manual agent side refreshes the policy information by actively refreshing.
  • the management server can actively push the insurance policy information recently updated by the target insurance policy obtained from the management server to the corresponding artificial agent.
  • the active push of the policy information is effectively completed, and the salesperson information of the manual agent side is not required to be updated by the salesperson on the manual agent side, thereby effectively reducing the workload of the salesperson on the manual agent side.
  • first obtaining module 401, determining module 402, second obtaining module 403, pushing module 404, first searching module 501, third obtaining module 502, and second searching module 601 may be It is embedded in hardware or independent of the management server, and can also be stored in the memory of the management server in software, so that the processor can call the operations corresponding to the above modules.
  • the processor can be a central processing unit (CPU), a microprocessor, a microcontroller, or the like.
  • FIG. 7 is a schematic structural diagram of a device in a hardware operating environment according to an embodiment of the present invention.
  • the management server in the embodiment of the present invention may be a PC, or may be a terminal device such as a smart phone, a tablet computer, an e-book reader, or a portable computer.
  • the management server may include a processor 1001, such as a CPU, and a memory 1002. Connection communication between these components can be achieved via a communication bus.
  • the memory 1002 may be a high speed RAM memory or a stable memory (non-volatile) Memory), such as disk storage.
  • the memory 1002 can also optionally be a storage device independent of the aforementioned processor 1001.
  • the management server may further include a user interface, a network interface, a camera, and an RF (Radio). Frequency, RF) circuits, sensors, audio circuits, WiFi modules, and more.
  • the user interface may include a display, an input unit such as a keyboard, and the optional user interface may also include a standard wired interface and a wireless interface.
  • the network interface can optionally include a standard wired interface, a wireless interface (such as a WI-FI interface), and connects the core server and the artificial agent to perform data communication with the core server and the artificial agent respectively, so as to obtain the policy basic data in the core server. , push the insurance policy information of the target insurance policy to the artificial agent.
  • management server architecture illustrated in FIG. 7 does not constitute a definition of a management server, and may include more or fewer components than those illustrated, or some components may be combined, or different component arrangements.
  • an operating system and a policy information update program may be included in the memory 1002 as a computer storage medium.
  • the operating system is a program that manages and controls the management of the server hardware and software resources, and supports the operation of the policy information update program and other programs or software.
  • the processor 1001 can be configured to execute the policy information update program stored in the memory 1002 to implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • processor 1001 may further execute a policy information update program stored in the memory 1002 to implement the following steps:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the specific embodiment of the management server of the present invention is basically the same as the foregoing embodiment of the policy for updating the insurance policy and the management server, and details are not described herein.
  • the system architecture includes a management server and a core server, where:
  • the management server is a server in the telesales subsystem that is used for the distribution of the policy and the updating of the policy information, wherein the telesales subsystem is a subsystem of the property insurance system.
  • the management server is connected to the manual agent, and the insurance policy can be assigned to the manual agent, and the salesperson on the manual agent side tracks the insurance policy according to the insurance policy information of the assigned insurance policy.
  • the core server is used to uniformly save the insurance policy of each sales channel, and the insurance policy saved on the core server is the latest insurance policy.
  • the core server stores the insurance policy basic data
  • the management server includes a memory 1002 and a processor 1001, wherein the memory 1002 stores a policy information update program, and the processor 1001 executes the insurance policy.
  • Information update program for:
  • the insurance policy basic data is obtained from the core server every preset time period, and the insurance policy basic data includes a number of the target insurance policy and a latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target insurance policy
  • the obtaining the policy information of the target insurance policy from the core server includes:
  • the obtaining the insurance policy information of the target insurance policy from the core server according to the state of the target insurance policy includes:
  • the target insurance policy is an insurance policy managed by the management server in an incomplete state.
  • the pushing to the corresponding artificial seat includes:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the management server obtains the policy basic data from the core server every preset time interval, the basic data includes the number of the target insurance policy and the latest update time of the target insurance policy, and the number of the insurance policy is determined according to the target.
  • the server-managed insurance policy the last update time recorded by the same policy number as the target insurance policy, if the last update time of the target insurance policy is later than the last updated update time, Obtaining the policy information of the target insurance policy from the core server, and pushing the information to the corresponding artificial agent to update the insurance policy information of the manual agent, so that the management server can actively push the insurance policy information to the manual agent, It is necessary for the salesperson on the manual seat side to update the insurance policy information by manual refreshing, thereby effectively reducing the workload of the salesperson on the manual seat side, and facilitating the salesperson to carry out the work. It can only be pushed if the target policy information is updated, which can further reduce the waste of resources and avoid repeated push of the same policy information.
  • the present invention provides a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors to implement the following steps:
  • the insurance policy basic data is obtained from the core server every preset time interval, and the insurance policy basic data includes the number of the target insurance policy and the latest update time of the target insurance policy;
  • the insurance policy information of the target insurance policy is obtained from the core server, and is sent to the corresponding artificial seat, so as to Realizing the update of the policy information of the manual agent.
  • the policy basic data further includes a status of the target policy
  • the one or more programs may be executed by the one or more processors, and further implement the following steps:
  • the one or more programs may be executed by the one or more processors, and the following steps are also implemented:
  • the one or more programs may be executed by the one or more processors, and the following steps are also implemented:
  • the insurance policy information of the target insurance policy is pushed to the artificial agent having a mapping relationship with the target insurance policy.
  • the specific embodiment of the computer readable storage medium of the present invention is substantially the same as the foregoing embodiment of the policy for updating the insurance policy and the management server, and details are not described herein.
  • the foregoing embodiment method can be implemented by means of software plus a necessary general hardware platform, and of course, can also be through hardware, but in many cases, the former is better.
  • Implementation Based on such understanding, the technical solution of the present invention, which is essential or contributes to the prior art, may be embodied in the form of a software product stored in a storage medium (such as ROM/RAM, disk,
  • the optical disc includes a number of instructions for causing a terminal device (which may be a cell phone, a computer, a server, an air conditioner, or a network device, etc.) to perform the methods of various embodiments of the present invention.

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Abstract

本发明公开了一种投保单信息更新方法。该方法包括：管理服务器每间隔预置时长从核心服务器获取投保单基础数据，该基础数据包括目标投保单的编号及目标投保单最近一次的更新时间，根据该目标投保单的编号确定在管理服务器管理的投保单中，编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，若该目标投保单最近一次的更新时间晚于该已记录的最近一次的更新时间，则从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，本发明还公开了一种管理服务器及计算机可读存储介质，使得能够由管理服务器主动向人工坐席推送投保单信息，以实现投保单信息的更新，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。

Description

投保单信息更新方法、管理服务器及计算机可读存储介质
技术领域
本发明涉及通信技术领域，尤其涉及一种投保单信息更新方法、管理服务器及计算机可读存储介质。
背景技术
目前，产险系统通常包含多个子系统，如电话销售子系统、APP销售子系统、官网销售子系统等等，每个子系统都具有对应的服务器对该子系统进行管理，且产险系统中具有核心服务器对该多个子系统进行管理。客户可以通过电话、官网、APP等渠道订购产险，且通过电话、官网、APP等渠道生成的投保单都将统一保存在核心服务器上。且为了避免客户因操作问题或者其他原因未能完成投保单的整个处理流程，导致客户的流失，核心服务器将各个渠道生成的投保单分配给电话销售子系统中管理服务器，由该管理服务器将投保单分配给相应的人工坐席，以由人工坐席查看投保单的投保单信息，以确定对该投保单的下一步处理方式，例如，若人工坐席确定投保单处于待缴费状态，将对该投保单的状态进行关注，若在预置时间段内该投保单的状态未变更为缴费状态，可以由人工坐席向客户拨打电话，以通过电话沟通的方式确定客户长时间未缴费的原因，并给出客户处理建议或者协助客户完成缴费过程。通过上述方式对投保单进行跟踪，能够有效避免客户的流失且给客户更好的使用体验。
其中，电话销售子系统中的人工坐席通常包含电脑、耳麦及销售人员，其中电脑上安装销售软件，以接入电话销售子系统。
为了实现对投保单的跟踪，电话销售子系统中人工坐席侧的销售人员需要通过手动刷新的方式刷新投保单信息，使得人工坐席侧的销售人员能够基于刷新后的投保单信息确定对该投保单的下一步处理流程。具体的：人工坐席在检测到销售人员的手动刷新操作之后，将生成投保单信息更新请求，并将该更新请求发送给电话销售子系统中的管理服务器，由电话销售子系统中的管理服务器从上述核心服务器上获取到与该人工坐席具有映射关系的投保单的投保单信息，并将该投保单信息反馈给上述人工坐席，以实现人工坐席的投保单信息的更新。通过上述手动刷新的方式，使得能够实现人工坐席的投保单信息的更新，使得人工坐席侧的销售人员能够基于更新后的投保单信息确定对投保单的下一步处理流程，有效实现投保单的跟踪。
然而，通过销售人员手动刷新的方式更新投保单信息将给销售人员的工作带来了极大不便且增加了销售人员的工作量。
上述内容仅用于辅助理解本发明的技术方案，并不代表承认上述内容是现有技术。
发明内容
本发明的主要目的在于提供一种投保单信息更新方法、管理服务器及计算机可读存储介质，旨在解决现有技术中通过销售人员手动刷新的方式更新投保信息给销售人员的工作带来了极大不便且增加了销售人员的工作量的技术问题。
为实现上述目的，本发明提供的一种投保单信息更新方法，所述方法包括：
管理服务器每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
优选地，所述投保单基础数据还包括所述目标投保单的状态；
则所述从核心服务器获取所述目标投保单的投保单信息的步骤包括：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
优选地，所述根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息的步骤包括：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
优选地，所述目标投保单为所述管理服务器管理的处于未完成状态的投保单。
优选地，所述推送给相应的人工坐席的步骤包括：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
为了解决上述问题，本发明还提供一种管理服务器，所述管理服务器包括：
第一获取模块，用于每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
确定模块，用于在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
第二获取模块，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息；
推送模块，用于将所述目标投保单的投保单信息推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
优选地，所述投保单基础数据还包括所述目标投保单的状态；
则所述第二获取模块具体用于：若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
优选地，所述第二获取模块包括：
第一查找模块，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
第三获取模块，用于从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
优选地，所述目标投保单为所述管理服务器管理的处于未完成状态的投保单。
优选地，所述推送模块包括：
第二查找模块，用于利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
信息推送模块，用于将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
为了解决上述问题，本发明还提供一种管理服务器，包括存储器及处理器，所述存储器中存储有投保单信息更新程序，所述处理器执行所述投保单信息更新程序以用于：
每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在所述投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
优选地，所述投保单基础数据还包括所述目标投保单的状态；
所述从核心服务器获取所述目标投保单的投保单信息包括：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
优选地，所述根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息包括：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
优选地，所述处理器还用于：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
为了解决上述问题，本发明还提供一种投保单信息更新系统，包括管理服务器及核心服务器；所述核心服务器上存储有投保单基础数据，所述管理服务器包括存储器及处理器，所述存储器中存储有投保单信息更新程序，所述处理器执行所述投保单信息更新程序以用于：
每间隔预置时长从所述核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在所述投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
优选地，所述投保单基础数据还包括所述目标投保单的状态；
所述从核心服务器获取所述目标投保单的投保单信息包括：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
为了解决上述问题，本发明还提供一种计算机可读存储介质，所述计算机可读存储介质存储有一个或者多个程序，所述一个或者多个程序可被一个或者多个处理器执行，以实现以下步骤：
每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在本地管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
优选地，所述投保单基础数据还包括所述目标投保单的状态，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
优选地，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
优选地，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
本发明提供一种投保单信息更新方法、管理服务器及计算机可读存储介质，在该方法中，管理服务器每间隔预置时长从核心服务器获取投保单基础数据，该基础数据包括目标投保单的编号及目标投保单最近一次的更新时间，根据该目标投保单的编号确定在管理服务器管理的投保单中，编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，若该目标投保单最近一次的更新时间晚于该已记录的最近一次的更新时间，则从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新，使得能够由管理服务器主动向人工坐席推送投保单信息，以实现投保单信息的更新，不需要由人工坐席侧的销售人员通过手动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。
附图说明
图1为本发明第一实施例中投保单信息更新方法的流程示意图；
图2为图1中所示第一实施例中步骤103的细化步骤的流程示意图；
图3为本发明第二实施例中投保单信息更新方法的流程示意图；
图4为本发明第三实施例中管理服务器的功能模块的示意图；
图5为图4所示第三实施例中第二获取模块403的细化功能模块的示意图；
图6为本发明第四实施例中管理服务器的功能模块的示意图；
图7是本发明实施例方案涉及的硬件运行环境的设备结构示意图；
图8是本发明实施例方案涉及的系统架构示意图。
本发明目的的实现、功能特点及优点将结合实施例，参照附图做进一步说明。
具体实施方式
应当理解，此处所描述的具体实施例仅仅用以解释本发明，并不用于限定本发明。
由于现有技术中必须由销售人员通过手动刷新的方式更新投保信息，导致销售人员无法及时获取到最新的投保信息且将带来增加销售人员工作量的技术问题。
为了解决上述技术问题，本发明提出一种投保单信息更新方法，通过由管理服务器每间隔预置时长向人工坐席主动推送投保单信息，使得不需要由人工坐席侧的销售人员通过手动刷新的方式更新投保信息，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。
请参阅图1，为本发明第一实施例中投保单信息更新方法的流程示意图，且该投保单信息更新方法包括：
步骤101、管理服务器每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在本发明实施例中，该投保单信息更新方法是应用于产险系统中的，且电话销售、APP销售、官网销售等销售渠道的投保单在产险系统中可以交互，各个销售渠道的投保单统一保存在核心服务器上，且核心服务器上保存的投保单为最新的投保单。
在本发明实施例中，管理服务器是电话销售子系统中的服务器，其用于投保单的分配及投保单信息的更新，其中，该电话销售子系统属于产险系统的子系统。且在电话销售子系统中，管理服务器与人工坐席连接，能够将投保单分配给人工坐席，并由人工坐席侧的销售人员根据分配的投保单的投保单信息对该投保单进行跟踪。
在本发明实施例中，为了实现管理服务器主动推送已更新的投保单信息的目的，管理服务器将每间隔预置时长从核心服务器获取投保单基础数据，该投保单基础数据包括目标投保单的编号及目标投保单最近一次的更新时间。
其中，管理服务器每间隔预置时长从核心服务器获取投保单基础数据包括：管理服务器每间隔预置时长确定其管理的投保单中处于未完成状态投保单，且将处于未完成状态的投保单作为目标投保单，获取目标投保单的编号，并向核心服务器发送携带目标投保单的编号的更新请求，核心服务器接收到该更新请求之后，将根据该目标投保单的编号获取该目标投保单最近一次的更新时间，并将该目标投保单的编号及该目标投保单最近一次的更新时间作为投保单基础数据反馈给管理服务器，使得管理服务器能够获取到投保单基础数据。其中，管理服务器管理的投保单包括该管理服务器所在电话销售子系统的人工坐席生成的投保单及产险系统中的核心服务器分配的通过官网渠道和/或APP渠道生成的投保单。
可以理解的是，本发明实施例中的目标投保单并非指单个投保单，该目标投保单实际可以为多个不同的投保单，且每一个投保单都将按照本发明实施例中的技术方案实现投保单信息的主动推送。
其中，该目标投保单是处于未完成状态的投保单，该未完成状态是指管理服务器保存的投保单的信息中，投保单的状态是未完成的状态。
其中，投保单的状态包括：待修改状态、待缴费状态、待审核状态、待现场检验状态、待成保状态、已成保状态、成保失败状态等等。除了已成保状态及成保失败状态，其他的状态都属于未完成状态。
步骤102、在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则执行步骤103；
步骤103、从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
在本发明实施例中，管理服务器在得到目标投保单的编号及目标投保单最近一次的更新时间后，在管理服务器管理的投保单中，确定编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，其中，编号与目标投保单的编号相同的投保单是指管理服务器侧保存的目标投保单，其中，投保单基础数据中的目标投保单最近一次的更新时间是指核心服务器侧保存的该目标投保单最近一次的更新时间。
其中，若投保单基础数据中包含的目标投保单最近一次的更新时间晚于管理服务器侧已记录的最近一次的更新时间，则表明核心服务器侧该目标投保单的投保单信息已进行更新，而管理服务器侧的该目标投保单的投保单信息未实现同步更新，在这种情况下，管理服务器将从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新，使得能够将目标投保单更新后的投保单信息主动推送给人工坐席，使得人工坐席能够及时获取到最新的投保单信息。
可以理解的是，在本发明实施例中，管理服务器在从核心服务器获取该目标投保单的投保单信息之后，将保存该目标投保单的投保单信息，及保存投保单基础数据中该目标投保单最近一次的更新时间。
在本发明实施例中，若投保单基础数据中包含的目标投保单最近一次的更新市价与管理服务器侧已记录的最近一次的更新时间相同，则表明该目标投保单的投保单信息并未更新，在这种情况下，为了避免资源的浪费及相同的投保单信息的重复推送，管理服务器将不对该目标投保单进行处理，即不对该目标投保单信息进行推送。
在本发明实施例中，管理服务器每间隔预置时长从核心服务器获取投保单基础数据，该基础数据包括目标投保单的编号及目标投保单最近一次的更新时间，根据该目标投保单的编号确定在管理服务器管理的投保单中，编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，若该目标投保单最近一次的更新时间晚于该已记录的最近一次的更新时间，则从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新，使得能够由管理服务器主动向人工坐席推送投保单信息，不需要由人工坐席侧的销售人员通过手动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。且只有在目标投保单信息更新的情况下才会推送，能够进一步减少资源的浪费及避免相同的投保单信息的重复推送。
在本发明实施例中，管理服务器获取的投保单基础数据除了包含上述的目标投保单的编号及目标投保单最近一次的更新时间以外，还可以包括目标投保单的状态，该目标投保单的状态是指核心服务器中该目标投保单所处的状态。
且在包含上述目标投保单的状态的情况下，图1所示第一实施例中的步骤103中的从核心服务器获取目标投保单的投保单信息具体包括：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
基于上述描述，请参阅图2，为本发明图1所示第一实施例中步骤103的细化步骤的流程示意图，该细化步骤包括：
步骤201、查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
步骤202、从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
在本发明实施例中，在投保单基础数据中包含的目标投保单最近一次的更新时间晚于管理服务器侧已记录的最近一次的更新时间的情况下，管理服务器将查找预先设置的状态与参数类型之间的映射关系，确定与该目标投保单的状态对应的目标参数类型，并从该核心服务器获取与该目标参数类型对应的参数值，将该参数值作为该目标投保单的投保单信息。
例如，若该目标投保单的状态为待缴费状态或已成保状态，则对应的目标参数类型为整个投保单信息，若该目标投保单的状态为待修改状态或待审批状态，则对应的目标参数为目标投保单的审核概要信息。
可以理解的是，在基于目标投保单的状态确定需要获取的目标参数类型，并基于目标参数类型从核心服务器获取投保单信息，使得能够基于需要获取部分或全部的投保数据，不需要每次推送时都推送完整的投保单，避免相同信息的重复推送，能够进一步的节约资源。
基于图1所示的第一实施例，请参阅图3，为本发明第二实施例中投保单信息更新方法的流程示意图，该方法包括：
步骤301、管理服务器每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
步骤302、在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则执行步骤303；
步骤303、从所述核心服务器获取所述目标投保单的投保单信息；
步骤304、利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
步骤305、将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
需要说明的是，相对于图1所示的第一实施例，图3所示第二实施例的区别点在于：详细描述了将获取到的目标投保单的投保单信息推送给人工坐席的方式。
可以理解的是，步骤301至步骤303分别与图1所示第一实施例中步骤101至步骤103描述的内容相似，此处不做赘述。
在本发明实施例中，管理服务器管理投保单信息及投保单的分配，管理服务器在接收到新生成的投保单时，可以将该投保单分配给人工坐席进行处理，且为了更好的管理投保单，管理服务器将设置投保单的编号与人工坐席之间的映射关系，例如，在将投保单A分配给人工坐席B之后，保存该投保单A的编号与人工坐席B之间的映射关系。
在本发明实施例中，管理服务器在获取到目标投保单的投保单信息之后，将确定该投保单信息所需要推送给的人工坐席，具体包括：利用该目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与该目标投保单的编号具有映射关系的人工坐席，且将目标投保单的投保单信息推送给与该目标投保单具有映射关系的人工坐席，以实现人工坐席侧投保单信息的更新，使得不需要人工坐席侧的销售人员通过主动刷新的方式刷新投保单信息。
在本发明实施例中，通过已保存的投保单的编号与人工坐席之间的映射关系，使得管理服务器能够主动将从管理服务器获取的目标投保单最近更新的投保单信息推送给相应的人工坐席，有效完成投保单信息的主动推送，不需要由人工坐席侧的销售人员通过主动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量。
需要说明的是，本领域普通技术人员可以理解实现上述实施例的全部或部分步骤可以通过硬件来完成，也可以通过程序来指令相关的硬件完成，所述的程序可以存储于一种计算机可读存储介质中，上述提到的存储介质可以是只读存储器，磁盘或光盘等。
请参阅图4，为本发明第三实施例中管理服务器的功能模块的示意图，该管理服务器包括：第一获取模块401、确定模块402、第二获取模块403及推送模块404。
第一获取模块401，用于每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在本发明实施例中，电话销售、APP销售、官网销售等销售渠道的投保单在产险系统中可以交互，各个销售渠道的投保单统一保存在核心服务器上，且核心服务器上保存的投保单为最新的投保单。
在本发明实施例中，管理服务器是电话销售子系统中的服务器，其用于投保单的分配及投保单信息的更新，其中，该电话销售子系统属于产险系统的子系统。且在电话销售子系统中，管理服务器与人工坐席连接，能够将投保单分配给人工坐席，并由人工坐席侧的销售人员根据分配的投保单的投保单信息对该投保单进行跟踪。
在本发明实施例中，为了实现管理服务器主动推送已更新的投保单信息的目的，第一获取模块401将每间隔预置时长从核心服务器获取投保单基础数据，该投保单基础数据包括目标投保单的编号及目标投保单最近一次的更新时间。
其中，第一获取模块401每间隔预置时长从核心服务器获取投保单基础数据包括：第一获取模块401每间隔预置时长确定其管理的投保单中处于未完成状态投保单，且将处于未完成状态的投保单作为目标投保单，获取目标投保单的编号，并向核心服务器发送携带目标投保单的编号的更新请求，核心服务器接收到该更新请求之后，将根据该目标投保单的编号获取该目标投保单最近一次的更新时间，并将该目标投保单的编号及该目标投保单最近一次的更新时间作为投保单基础数据反馈给管理服务器，使得管理服务器能够获取到投保单基础数据。其中，管理服务器管理的投保单包括该管理服务器所在电话销售子系统的人工坐席生成的投保单及产险系统中的核心服务器分配的通过官网渠道和/或APP渠道生成的投保单。
可以理解的是，本发明实施例中的目标投保单并非指单个投保单，该目标投保单实际可以为多个不同的投保单，且每一个投保单都将按照本发明实施例中的技术方案实现投保单信息的主动推送。
其中，该目标投保单是处于未完成状态的投保单，该未完成状态是指管理服务器保存的投保单的信息中，投保单的状态是未完成的状态。
其中，投保单的状态包括：待修改状态、待缴费状态、待审核状态、待现场检验状态、待成保状态、已成保状态、成保失败状态等等。除了已成保状态及成保失败状态，其他的状态都属于未完成状态。
确定模块402，用于在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
第二获取模块403，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息；
推送模块404，用于将所述目标投保单的投保单信息推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
在本发明实施例中，第一获取模块401在得到目标投保单的编号及目标投保单最近一次的更新时间后，确定模块402在管理服务器管理的投保单中，确定编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，其中，编号与目标投保单的编号相同的投保单是指管理服务器侧保存的目标投保单，其中，投保单基础数据中的目标投保单最近一次的更新时间是指核心服务器侧保存的该目标投保单最近一次的更新时间。
其中，若投保单基础数据中包含的目标投保单最近一次的更新时间晚于管理服务器侧已记录的最近一次的更新时间，则表明核心服务器侧该目标投保单的投保单信息已进行更新，而管理服务器侧的该目标投保单的投保单信息未实现同步更新，在这种情况下，第二获取模块403将从核心服务器获取该目标投保单的投保单信息，并由推送模块404推送给相应的人工坐席，使得能够将目标投保单更新后的投保单信息主动推送给人工坐席，使得人工坐席能够及时获取到最新的投保单信息。
可以理解的是，在本发明实施例中，管理服务器在从核心服务器获取该目标投保单的投保单信息之后，将保存该目标投保单的投保单信息，及保存投保单基础数据中该目标投保单最近一次的更新时间。
在本发明实施例中，若投保单基础数据中包含的目标投保单最近一次的更新市价与管理服务器侧已记录的最近一次的更新时间相同，则表明该目标投保单的投保单信息并未更新，在这种情况下，为了避免资源的浪费及相同的投保单信息的重复推送，管理服务器将不对该目标投保单进行处理，即不对该目标投保单信息进行推送。
在本发明实施例中，管理服务器每间隔预置时长从核心服务器获取投保单基础数据，该基础数据包括目标投保单的编号及目标投保单最近一次的更新时间，根据该目标投保单的编号确定在管理服务器管理的投保单中，编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，若该目标投保单最近一次的更新时间晚于该已记录的最近一次的更新时间，则从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新，使得能够由管理服务器主动向人工坐席推送投保单信息，不需要由人工坐席侧的销售人员通过手动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。且只有在目标投保单信息更新的情况下才会推送，能够进一步减少资源的浪费及避免相同的投保单信息的重复推送。
基于在图4所示的第三实施例中，投保单基础数据还包括所述目标投保单的状态；
则上述第二获取模块403具体用于：若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
且基于图4所示的第三实施例，请参阅图5，为本发明图4所示第三实施例中第二获取模块403的细化功能模块的示意图，该第二获取模块403包括：第一查找模块501、第三获取模块502。
第一查找模块501，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
第三获取模块502，用于从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
在本发明实施例中，在投保单基础数据中包含的目标投保单最近一次的更新时间晚于管理服务器侧已记录的最近一次的更新时间的情况下，第一查找模块501将查找预先设置的状态与参数类型之间的映射关系，确定与该目标投保单的状态对应的目标参数类型，并由第三获取模块502从该核心服务器获取与该目标参数类型对应的参数值，将该参数值作为该目标投保单的投保单信息。
例如，若该目标投保单的状态为待缴费状态或已成保状态，则对应的目标参数类型为整个投保单信息，若该目标投保单的状态为待修改状态或待审批状态，则对应的目标参数为目标投保单的审核概要信息。
可以理解的是，在基于目标投保单的状态确定需要获取的目标参数类型，并基于目标参数类型从核心服务器获取投保单信息，使得能够基于需要获取部分或全部的投保数据，不需要每次推送时都推送完整的投保单，避免相同信息的重复推送，能够进一步的节约资源。
请参阅图6，为本发明第四实施例中管理服务器的功能模块的示意图，该管理服务器包括如图4所示第三实施例中第一获取模块401、确定模块402、第二获取模块403及推送模块404，且与图4所示第三实施例中描述的内容相似，此处不做赘述。
在本发明实施例中，推送模块404包括：
第二查找模块601，用于利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
信息推送模块602，用于将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
在本发明实施例中，管理服务器管理投保单信息及投保单的分配，管理服务器在接收到新生成的投保单时，可以将该投保单分配给人工坐席进行处理，且为了更好的管理投保单，管理服务器将设置投保单的编号与人工坐席之间的映射关系，例如，在将投保单A分配给人工坐席B之后，保存该投保单A的编号与人工坐席B之间的映射关系。
在本发明实施例中，管理服务器在获取到目标投保单的投保单信息之后，将确定该投保单信息所需要推送给的人工坐席，具体包括：第二查找模块601利用该目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与该目标投保单的编号具有映射关系的人工坐席，且由信息推送模块602将目标投保单的投保单信息推送给与该目标投保单具有映射关系的人工坐席，以实现人工坐席侧投保单信息的更新，使得不需要人工坐席侧的销售人员通过主动刷新的方式刷新投保单信息。
在本发明实施例中，通过已保存的投保单的编号与人工坐席之间的映射关系，使得管理服务器能够主动将从管理服务器获取的目标投保单最近更新的投保单信息推送给相应的人工坐席，有效完成投保单信息的主动推送，不需要由人工坐席侧的销售人员通过主动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量。
需要说明的是，在硬件实现上，以上第一获取模块401、确定模块402、第二获取模块403、推送模块404、第一查找模块501、第三获取模块502以及第二查找模块601等可以以硬件形式内嵌于或独立于管理服务器中，也可以以软件形式存储于管理服务器的存储器中，以便于处理器调用执行以上各个模块对应的操作。该处理器可以为中央处理单元（CPU)、微处理器、单片机等。
如图7所示，图7是本发明实施例方案涉及的硬件运行环境的设备结构示意图。
本发明实施例管理服务器可以是PC，也可以是智能手机、平板电脑、电子书阅读器、便携计算机等终端设备。
如图7所示，管理服务器可以包括：处理器1001，例如CPU，以及存储器1002。这些组件之间的连接通信可以通过通信总线实现。存储器1002可以是高速RAM存储器，也可以是稳定的存储器（non-volatile memory），例如磁盘存储器。存储器1002可选的还可以是独立于前述处理器1001的存储装置。
可选地，管理服务器还可以包括用户接口、网络接口、摄像头、RF（Radio Frequency，射频）电路，传感器、音频电路、WiFi模块等等。其中，用户接口可以包括显示屏（Display）、输入单元比如键盘（Keyboard），可选用户接口还可以包括标准的有线接口、无线接口。网络接口可选的可以包括标准的有线接口、无线接口（如WI-FI接口），连接核心服务器、人工坐席，分别与核心服务器、人工坐席进行数据通信，以供获取核心服务器中的保单基础数据，向人工坐席推送目标投保单的投保单信息。
本领域技术人员可以理解，图7中示出的管理服务器结构并不构成对管理服务器的限定，可以包括比图示更多或更少的部件，或者组合某些部件，或者不同的部件布置。
如图7所示，作为一种计算机存储介质的存储器1002中可以包括操作系统以及投保单信息更新程序。其中，操作系统是管理和控制管理服务器硬件与软件资源的程序，支持投保单信息更新程序以及其他程序或软件的运行。
在图7所示的管理服务器中，处理器1001可以用于执行存储器1002中存储的投保单信息更新程序，以实现以下步骤：
每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在本地管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
进一步地，所述投保单基础数据还包括所述目标投保单的状态，处理器1001还可以执行存储器1002中存储的投保单信息更新程序，以实现以下步骤：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
进一步地，处理器1001还可以执行存储器1002中存储的投保单信息更新程序，以实现以下步骤：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
进一步地，处理器1001还可以执行存储器1002中存储的投保单信息更新程序，以实现以下步骤：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
本发明管理服务器的具体实施例与上述投保单信息更新方法和管理服务器各实施例基本相同，在此不作赘述。
考虑到具体方案，作为一种具体的实施方式，本实施例方案涉及的系统架构可以如图8所示，该系统架构包括管理服务器和核心服务器，其中：
管理服务器是电话销售子系统中的服务器，其用于投保单的分配及投保单信息的更新，其中，该电话销售子系统属于产险系统的子系统。且在电话销售子系统中，管理服务器与人工坐席连接，能够将投保单分配给人工坐席，并由人工坐席侧的销售人员根据分配的投保单的投保单信息对该投保单进行跟踪。
核心服务器用于统一保存各个销售渠道的投保单，且核心服务器上保存的投保单为最新的投保单。
具体的，所述核心服务器上存储有投保单基础数据，所述管理服务器包括存储器1002及处理器1001，所述存储器1002中存储有投保单信息更新程序，所述处理器1001执行所述投保单信息更新程序以用于：
每间隔预置时长从所述核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在所述投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
进一步地，所述投保单基础数据还包括所述目标投保单的状态；
所述从核心服务器获取所述目标投保单的投保单信息包括：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
进一步地，所述根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息包括：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
进一步地，所述目标投保单为所述管理服务器管理的处于未完成状态的投保单。
进一步地，所述推送给相应的人工坐席包括：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
基于上述系统架构，管理服务器每间隔预置时长从核心服务器获取投保单基础数据，该基础数据包括目标投保单的编号及目标投保单最近一次的更新时间，根据该目标投保单的编号确定在管理服务器管理的投保单中，编号与该目标投保单的编号相同的投保单已记录的最近一次的更新时间，若该目标投保单最近一次的更新时间晚于该已记录的最近一次的更新时间，则从核心服务器获取该目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新，使得能够由管理服务器主动向人工坐席推送投保单信息，不需要由人工坐席侧的销售人员通过手动刷新的方式更新投保单信息，有效减少人工坐席侧的销售人员的工作量，便于销售人员开展工作。且只有在目标投保单信息更新的情况下才会推送，能够进一步减少资源的浪费及避免相同的投保单信息的重复推送。
本发明提供了一种计算机可读存储介质，所述计算机可读存储介质存储有一个或者多个程序，所述一个或者多个程序可被一个或者多个处理器执行，以实现以下步骤：
每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
在本地管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
进一步地，所述投保单基础数据还包括所述目标投保单的状态，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
进一步地，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
进一步地，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
本发明计算机可读存储介质的具体实施例与上述投保单信息更新方法和管理服务器各实施例基本相同，在此不作赘述。
还需要说明的是，在本文中，术语“包括”、“包含”或者其任何其他变体意在涵盖非排他性的包含，从而使得包括一系列要素的过程、方法、物品或者装置不仅包括那些要素，而且还包括没有明确列出的其他要素，或者是还包括为这种过程、方法、物品或者装置所固有的要素。在没有更多限制的情况下，由语句“包括一个……”限定的要素，并不排除在包括该要素的过程、方法、物品或者装置中还存在另外的相同要素。
通过以上的实施方式的描述，本领域的技术人员可以清楚地了解到上述实施例方法可借助软件加必需的通用硬件平台的方式来实现，当然也可以通过硬件，但很多情况下前者是更佳的实施方式。基于这样的理解，本发明的技术方案本质上或者说对现有技术做出贡献的部分可以以软件产品的形式体现出来，该计算机软件产品存储在一个存储介质（如ROM/RAM、磁碟、光盘）中，包括若干指令用以使得一台终端设备（可以是手机，计算机，服务器，空调器，或者网络设备等）执行本发明各个实施例的方法。
以上仅为本发明的优选实施例，并非因此限制本发明的专利范围，凡是利用本发明说明书及附图内容所作的等效结构或等效流程变换，或直接或间接运用在其他相关的技术领域，均同理包括在本发明的专利保护范围内。

Claims (20)

  1. 一种投保单信息更新方法，其特征在于，所述方法包括：
    管理服务器每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
    在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
    若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
  2. 根据权利要求1所述的方法，其特征在于，所述投保单基础数据还包括所述目标投保单的状态；
    则所述从核心服务器获取所述目标投保单的投保单信息的步骤包括：
    根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
  3. 根据权利要求2所述的方法，其特征在于，所述根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息的步骤包括：
    查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
    从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
  4. 根据权利要求1所述的方法，其特征在于，所述目标投保单为所述管理服务器管理的处于未完成状态的投保单。
  5. 根据权利要求1所述的方法，其特征在于，所述推送给相应的人工坐席的步骤包括：
    利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
    将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
  6. 一种管理服务器，其特征在于，所述管理服务器包括：
    第一获取模块，用于每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
    确定模块，用于在所述管理服务器管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
    第二获取模块，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息；
    推送模块，用于将所述目标投保单的投保单信息推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
  7. 根据权利要求6所述的管理服务器，其特征在于，所述投保单基础数据还包括所述目标投保单的状态；
    则所述第二获取模块具体用于：若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
  8. 根据权利要求7所述的管理服务器，其特征在于，所述第二获取模块包括：
    第一查找模块，用于若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
    第三获取模块，用于从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
  9. 根据权利要求6所述的管理服务器，其特征在于，所述目标投保单为所述管理服务器管理的处于未完成状态的投保单。
  10. 根据权利要求6所述的管理服务器，其特征在于，所述推送模块包括：
    第二查找模块，用于利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
    信息推送模块，用于将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
  11. 一种管理服务器，其特征在于，包括存储器及处理器，所述存储器中存储有投保单信息更新程序，所述处理器执行所述投保单信息更新程序以用于：
    每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
    在所述投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
    若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
  12. 根据权利要求11所述的管理服务器，其特征在于，所述投保单基础数据还包括所述目标投保单的状态；
    所述从核心服务器获取所述目标投保单的投保单信息包括：
    根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
  13. 根据权利要求12所述的管理服务器，其特征在于，所述根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息包括：
    查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
    从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
  14. 根据权利要求11所述的管理服务器，其特征在于，所述处理器还用于：
    利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
    将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
  15. 一种投保单信息更新系统，其特征在于，包括管理服务器及核心服务器；所述核心服务器上存储有投保单基础数据，所述管理服务器包括存储器及处理器，所述存储器中存储有投保单信息更新程序，所述处理器执行所述投保单信息更新程序以用于：
    每间隔预置时长从所述核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
    在所述投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
    若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
  16. 根据权利要求15所述的投保单信息更新系统，其特征在于，所述投保单基础数据还包括所述目标投保单的状态；
    所述从核心服务器获取所述目标投保单的投保单信息包括：
    根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
  17. 一种计算机可读存储介质，其特征在于，所述计算机可读存储介质存储有一个或者多个程序，所述一个或者多个程序可被一个或者多个处理器执行，以实现以下步骤：
    每间隔预置时长从核心服务器获取投保单基础数据，所述投保单基础数据包括目标投保单的编号及所述目标投保单最近一次的更新时间；
    在本地管理的投保单中，确定编号与所述目标投保单的编号相同的投保单已记录的最近一次的更新时间；
    若所述目标投保单最近一次的更新时间晚于所述已记录的最近一次的更新时间，则从所述核心服务器获取所述目标投保单的投保单信息，并推送给相应的人工坐席，以实现所述人工坐席的投保单信息的更新。
  18. 如权利要求17所述的计算机可读存储介质，其特征在于，所述投保单基础数据还包括所述目标投保单的状态，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
    根据所述目标投保单的状态从所述核心服务器获取所述目标投保单的投保单信息。
  19. 根据权利要求18所述的计算机可读存储介质，其特征在于，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
    查找预先设置的状态与参数类型之间的映射关系，确定与所述目标投保单的状态对应的目标参数类型；
    从所述核心服务器已保存的所述目标投保单的数据中获取与所述目标参数类型对应的参数值，将所述参数值作为所述目标投保单的投保单信息。
  20. 根据权利要求17所述的计算机可读存储介质，其特征在于，所述一个或者多个程序可被所述一个或者多个处理器执行，还实现以下步骤：
    利用所述目标投保单的编号查找已保存的投保单的编号与人工坐席之间的映射关系，确定与所述目标投保单的编号具有映射关系的人工坐席；
    将所述目标投保单的投保单信息推送给与所述目标投保单具有映射关系的人工坐席。
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