WO2018188517A1 - 问卷调查方法、装置、设备及计算机可读存储介质 - Google Patents

问卷调查方法、装置、设备及计算机可读存储介质 Download PDF

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Publication number
WO2018188517A1
WO2018188517A1 PCT/CN2018/081992 CN2018081992W WO2018188517A1 WO 2018188517 A1 WO2018188517 A1 WO 2018188517A1 CN 2018081992 W CN2018081992 W CN 2018081992W WO 2018188517 A1 WO2018188517 A1 WO 2018188517A1
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WO
WIPO (PCT)
Prior art keywords
questionnaire
insurance information
survey
client
association
Prior art date
Application number
PCT/CN2018/081992
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English (en)
French (fr)
Inventor
李刚
刘汉玉
Original Assignee
平安科技（深圳）有限公司
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by 平安科技（深圳）有限公司 filed Critical 平安科技（深圳）有限公司
Publication of WO2018188517A1 publication Critical patent/WO2018188517A1/zh

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR 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
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR 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
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201—Market modelling; Market analysis; Collecting market data

Definitions

  • the present application relates to the field of insurance technology, and in particular, to a questionnaire survey method, apparatus, device, and computer readable storage medium.
  • questionnaire surveys are generally conducted based on questionnaires.
  • the existing questionnaires are usually unified, which makes the surveys relatively rigid and inflexible.
  • the main purpose of the present application is to provide a questionnaire survey method, device, device and computer readable storage medium, which aims to solve the technical problem that the prior art questionnaire for the insurance is relatively simple and inflexible.
  • the present application provides a questionnaire survey method, and the questionnaire survey method includes:
  • the step of configuring the questionnaire corresponding to the questionnaire according to the insurance information includes:
  • the first questionnaire corresponding to the questionnaire is configured.
  • the method further includes:
  • the re-psychological questionnaire corresponding to the questionnaire is arranged based on the insurance information and the questionnaire result stored in association.
  • the step of obtaining the insurance information corresponding to the questionnaire person includes:
  • the method before the step of receiving the insurance information corresponding to the questionnaire sent by the client, the method further includes:
  • the present application further provides a questionnaire survey apparatus, and the questionnaire survey apparatus includes:
  • An obtaining module configured to obtain insurance information corresponding to the questionnaire
  • a configuration module configured to determine, according to the insurance information, a plurality of questionnaire questions corresponding to the questionnaire, and configure the questionnaire according to the plurality of questionnaire questions and the relationship between the plurality of questionnaire questions Questionnaire for conducting a questionnaire survey on the questionnaire according to the questionnaire;
  • the storage module is configured to obtain a questionnaire result corresponding to the questionnaire, and save the questionnaire result in association with the insurance information.
  • the configuration module includes:
  • a determining unit configured to determine, according to the insurance information, whether there is a questionnaire survey result saved in association with the insurance information
  • the configuration unit is configured to configure a first questionnaire corresponding to the questionnaire if the questionnaire result stored in association with the insurance information does not exist.
  • the determining unit is further configured to: if there is a questionnaire survey result saved in association with the insurance information, determine, according to the questionnaire survey result, whether the questionnaire survey of the questionnaire person ends;
  • the configuration unit is further configured to: when the questionnaire for the questionnaire is not completed, configure the re-psychological questionnaire corresponding to the questionnaire according to the insurance information and the questionnaire result stored in association.
  • the obtaining module is configured to:
  • the questionnaire device further includes:
  • a sending module configured to send a questionnaire request to the client; and, when receiving the confirmation message fed back by the client, sending the insurance information interface data to the client, where the client is insured according to the
  • the information interface data displays a corresponding insurance information interface, and receives the insurance information input by the questionnaire person based on the insurance information interface.
  • the present application further provides a questionnaire surveying device, the surveying apparatus comprising a memory, a processor, and a questionnaire program stored on the memory and operable on the processor, The steps of the questionnaire method as described above are implemented when the questionnaire program is executed by the processor.
  • the present application further provides a computer readable storage medium, where the questionnaire program is stored on a computer readable storage medium, and the questionnaire program is executed by a processor to implement a questionnaire as described above. The steps of the survey method.
  • the application obtains the insurance information corresponding to the questionnaire, and determines a plurality of questionnaire questions corresponding to the questionnaire according to the insurance information, and configures the corresponding questionnaire according to the plurality of questionnaire questions and the relationship between the plurality of questionnaire questions.
  • the questionnaire is surveyed according to the questionnaire, and the corresponding questionnaire results are obtained, and the questionnaire results are saved in association with the insurance information, thereby completing the questionnaire survey on the insurance situation. Since the questionnaire is configured according to the applicant's insurance status, it is not fixed, so the flexibility of the questionnaire is improved.
  • FIG. 1 is a schematic flow chart of a first embodiment of a questionnaire survey method of the present application
  • FIG. 2 is a schematic diagram of a refinement process of configuring a questionnaire corresponding to the questionnaire according to the insurance information in the second embodiment of the questionnaire survey method of the present application;
  • FIG. 3 is a schematic flow chart of a third embodiment of a questionnaire survey method of the present application.
  • FIG. 4 is a schematic diagram of functional modules of a first embodiment of the questionnaire surveying apparatus of the present application.
  • FIG. 5 is a schematic diagram of a refinement function module of a configuration module in a second embodiment of the questionnaire survey apparatus of the present application;
  • FIG. 6 is a schematic diagram of functional modules of a third embodiment of the questionnaire survey apparatus of the present application.
  • the application provides a questionnaire survey method.
  • FIG. 1 is a schematic flowchart of a first embodiment of a questionnaire survey method according to the present application.
  • the questionnaire survey method includes:
  • Step S10 obtaining insurance information corresponding to the questionnaire person
  • Step S20 determining a plurality of questionnaire questions corresponding to the questionnaire according to the insurance information, and configuring a questionnaire corresponding to the questionnaire according to the plurality of questionnaire questions and the relationship between the plurality of questionnaire questions a questionnaire for conducting a questionnaire survey on the questionnaire according to the questionnaire;
  • the insurance business system first obtains the insurance information of the insured customer.
  • the relevant employee may be contacted by the relevant staff to contact the questionnaire, or the interviewer may obtain the insurance information corresponding to the questionnaire, and then enter the insurance information corresponding to the questionnaire in the insurance business system, and obtain the questionnaire through the input method.
  • Corresponding insurance information it can be understood that the insurance information corresponding to the questionnaire may be obtained by other means, and is not limited herein.
  • the insured customer who conducts the questionnaire survey below is represented by the questionnaire.
  • the insurance applicant's insurance information includes but is not limited to the name of the applicant, the date of insurance, the insurance institution, the insurance area, the insurance product, the insurance salesman, and so on.
  • the questionnaire is not used for the unique questionnaire, but the questionnaire is used according to the different situations of the questionnaire.
  • the insurance business system configures the questionnaire corresponding to the questionnaire according to the insurance information. For example, if the insurance institution that obtained the questionnaire is an insurance institution, the insurance coverage area is South China, and the insurance product is a Class A product, the questionnaire corresponding to the questionnaire is the first questionnaire; if the applicant is the insurance institution Insurance institution 2, the insurance area is East China, and the insured products are Class B products.
  • the questionnaire corresponding to the questionnaire is the second questionnaire.
  • the insurance business system determines, according to the insurance information, a plurality of questionnaire questions to be answered by the questionnaire, wherein the plurality of questionnaires There is a relationship between the problems. For example, according to the insurance information, the insurance business system first determines the first questionnaire question of the questionnaire, and then, according to the relationship between the questionnaire questions, determines the second questionnaire question of the questionnaire, and then according to the second questionnaire. The relationship between the question and the questionnaire question determines the third questionnaire question of the questionnaire, and in this way, multiple questionnaire questions of the questionnaire are determined in turn. The insurance business system configures the questionnaire corresponding to the questionnaire according to the determined plurality of questionnaire questions and the relationship between the plurality of questionnaire questions.
  • the association relationship between each question in the questionnaire may be configured according to a corresponding configuration rule set in advance. For example, after configuring the first question of the questionnaire, for the possible answer to the first question, configure the next question corresponding to the first question under each possible answer. For example, if the first question may have three answers: answer a, answer b, answer c, for answer a, configure the next question for the first question as question A; for answer b, configure the first question The corresponding next question is question B; for answer c, the next question corresponding to the first question is problem C.
  • the specific configuration rules can be flexibly set according to actual conditions, and are not limited here.
  • the questionnaire is surveyed according to the questionnaire.
  • the questionnaire can be surveyed in a variety of ways, for example, by the relevant staff member, the questionnaire is sent to the questionnaire, the relevant staff is interviewed by the relevant personnel, and the questionnaire is investigated. There are no restrictions.
  • step S30 the questionnaire result corresponding to the questionnaire is obtained, and the questionnaire result is saved in association with the insurance information.
  • the questionnaire survey results corresponding to the questionnaire are obtained.
  • the questionnaire can be sent by the staff member to contact the questionnaire, or the questionnaire is surveyed by the staff member, so that the questionnaire corresponding to the questionnaire is obtained. result.
  • the questionnaire results can also be obtained by other means, and the manner of obtaining the questionnaire results is not limited herein. For example, if a questionnaire survey is conducted on a surface questionnaire through a paper questionnaire, after the questionnaire is completed, the paper questionnaire can be scanned and uploaded to the insurance business system, thereby obtaining the questionnaire survey result corresponding to the questionnaire.
  • the insurance business system After obtaining the questionnaire result corresponding to the questionnaire, the insurance business system associates the questionnaire result with the insurance information. For example, a database is pre-established, and the questionnaire results are stored in the database in association with the insurance information. In this way, as long as the database is called, the questionnaire can be followed up according to the saved questionnaire results, and the follow-up related matters can be insured for the insured customers. It can also be used as the basis for the work of the insured salesperson to conduct work assessment for the insured salesperson. .
  • the solution proposed in this embodiment by obtaining the insurance information corresponding to the questionnaire, according to the insurance information, a plurality of questionnaire questions corresponding to the questionnaire are determined, and according to the plurality of questionnaire questions and the relationship between the plurality of questionnaire questions, The questionnaire corresponding to the questionnaire is configured, and then the questionnaire is surveyed according to the questionnaire, and the corresponding questionnaire result is obtained, and the questionnaire result is saved in association with the insurance information, thereby realizing a questionnaire survey on the insurance situation. . Since the questionnaire is configured according to the applicant's insurance situation, it is not fixed, so the flexibility of the questionnaire is improved, and the validity of the questionnaire is improved.
  • the step S20 includes:
  • Step S21 determining, according to the insurance information, whether there is a questionnaire survey result saved in association with the insurance information
  • step S22 if there is no questionnaire result stored in association with the insurance information, the first questionnaire corresponding to the questionnaire is arranged.
  • the questionnaire is not immediately configured according to the insurance information, but first, whether or not there is a questionnaire result stored in association with the insurance information. If there is no questionnaire survey result stored in association with the insurance information, that is, the questionnaire survey is not performed on the questionnaire.
  • the insurance business system further configures a corresponding questionnaire according to the insurance information, and the questionnaire is The first questionnaire corresponding to the respondents.
  • the specific configuration process is as described in the first embodiment, and details are not described herein again. In this way, multiple questionnaires are repeated for the same questionnaire, which further improves the effectiveness of the questionnaire.
  • the method further includes the following steps:
  • Step a if there is a questionnaire survey result stored in association with the insurance information, determining whether the questionnaire survey of the questionnaire person ends according to the questionnaire survey result;
  • the re-survey questionnaire corresponding to the questionnaire is arranged based on the insurance information and the questionnaire result stored in association.
  • the insurance business system judges the questionnaire according to the survey result saved by the association. Whether the survey is over. For example, if the questionnaire results are satisfactory answers, such as satisfaction, understanding, etc., it is judged that the questionnaire of the questionnaire is over, and at this time, the questionnaire of the questionnaire is terminated. If there is a negative answer such as dissatisfaction or incomprehension in the questionnaire survey, it is judged that the questionnaire survey of the questionnaire is not completed. At this time, the insurance business system automatically generates a corresponding processing case according to the insurance information and the associated questionnaire survey result.
  • the insurance business system configures the re-psychological questionnaire corresponding to the questionnaire according to the insurance information and the associated questionnaire survey result, and performs another questionnaire survey on the questionnaire according to the re-question questionnaire, thereby realizing the questionnaire Insured customers to follow up on related matters related to insurance.
  • the insurance information configuration questionnaire is the first questionnaire corresponding to the questionnaire, thus avoiding repeated questionnaires for the same questionnaire, thereby further improving the effectiveness of the questionnaire.
  • the step S10 includes:
  • Step S11 receiving the insurance information corresponding to the questionnaire sent by the client, where the client is a terminal device currently used by the questionnaire.
  • the questionnaire person can implement the questionnaire by operating the client.
  • the client includes, but is not limited to, a terminal device such as a notebook computer, a smart phone, or a PAD (tablet computer).
  • the questionnaire user accesses the relevant questionnaire webpage through the client, or by opening the questionnaire application program of the corresponding APP application loaded by the client, the questionnaire person inputs the corresponding insurance information through the client, and when the client receives the questionnaire,
  • the insurance information is input, the insurance information is sent to the insurance service system, and the insurance service system receives the insurance information sent by the client, thereby obtaining the insurance information corresponding to the questionnaire.
  • the method further includes the following steps:
  • Step c sending a questionnaire request to the client
  • Step d when receiving the confirmation message fed back by the client, sending the insurance information interface data to the client, so that the client displays the corresponding insurance information interface according to the insurance information interface data, and receives the The questionnaire information is input by the questionnaire based on the insurance information interface.
  • the questionnaire request is first sent to the client corresponding to the questionnaire, and when the client receives the questionnaire request, the questionnaire request is displayed, and the questionnaire is passed through the client.
  • the corresponding insurance information interface data is sent to the client, and the client displays the corresponding insurance information interface according to the insurance information interface data.
  • the questionnaire input the insurance information based on the insurance information interface.
  • the client sends the insurance information to the insurance service system, and the insurance service system obtains the insurance information by receiving the insurance information sent by the client. Corresponding insurance information.
  • the insured service system configures the questionnaire corresponding to the questionnaire according to the insurance information.
  • the specific configuration process is as described in the above embodiment, and will not be described herein.
  • the questionnaire is sent to the client, and the questionnaire is conducted by the client through the questionnaire.
  • a submission control is set at the bottom of the questionnaire, when the questionnaire is When the submitting control is clicked and the submitting operation is performed, the client sends the questionnaire result (that is, the questionnaire replied by the respondent) to the insurance business system.
  • the insurance business system obtains the questionnaire survey result corresponding to the questionnaire by receiving the questionnaire sent by the client and responding to the questionnaire.
  • the relevant staff is not required to manually enter the questionnaire results into the insurance business system, saving time and effort.
  • the questionnaire result is saved in association with the insurance information corresponding to the questionnaire.
  • the insurance information corresponding to the questionnaire is obtained by receiving the insurance information sent by the client, and when the questionnaire corresponding to the questionnaire is configured according to the insurance information, the questionnaire is sent to the questionnaire.
  • the client conducts a questionnaire survey on the questionnaire, and then receives the questionnaire result sent by the client to obtain the questionnaire result corresponding to the questionnaire, and saves the questionnaire result in association with the insurance information. Since the manual entry operation of the staff is omitted, the time and effort are saved, thereby improving the efficiency of the questionnaire.
  • the application further provides a questionnaire survey device.
  • FIG. 4 is a schematic diagram of functional modules of a first embodiment of the questionnaire surveying apparatus of the present application.
  • the functional block diagram shown in FIG. 4 is merely an exemplary diagram of a preferred embodiment, and those skilled in the art can surround the functional modules of the questionnaire device shown in FIG. It is easy to add a new function module; the name of each function module is a custom name, which is only used to assist in understanding the various program function blocks of the questionnaire device, and is not used to limit the technical solution of the present application.
  • the core of the technical solution of the present application is , the function to be achieved by the function module of each name.
  • the questionnaire device includes:
  • the obtaining module 10 is configured to obtain the insurance information corresponding to the questionnaire
  • the configuration module 20 is configured to determine a plurality of questionnaire questions corresponding to the questionnaire according to the insurance information, and configure the questionnaire according to the plurality of questionnaire questions and the relationship between the plurality of questionnaire questions Corresponding questionnaires for conducting a questionnaire survey on the questionnaire according to the questionnaire;
  • the questionnaire survey device is used to implement a questionnaire survey for the insured customer, and the questionnaire survey device is applied to the insurance application service system.
  • the questionnaire survey device is disposed in the insurance application service system.
  • the insurance information of the insured customer is obtained through the acquisition module 10 of the questionnaire device.
  • the insurance information corresponding to the questionnaire may be obtained by the relevant staff by telephone contact with the questionnaire, or by the interviewer, and then the insurance information corresponding to the questionnaire is entered in the insurance business system, and the acquisition module 10 receives the staff member.
  • the acquisition module 10 can obtain the insurance information corresponding to the questionnaire by other means, which is not limited herein.
  • the insured customer who conducts the questionnaire survey below is represented by the questionnaire.
  • the insurance applicant's insurance information includes but is not limited to the name of the applicant, the date of insurance, the insurance institution, the insurance area, the insurance product, the insurance salesman, and so on.
  • the questionnaire is not used for the unique questionnaire, but the questionnaire is used according to the different situations of the questionnaire.
  • the configuration module 20 configures the questionnaire corresponding to the questionnaire according to the insurance information. For example, if the insurance institution that obtains the questionnaire is an insurance institution, the insurance coverage area is South China, and the insurance product is a Class A product, the configuration module 20 configures the questionnaire corresponding to the questionnaire as the first questionnaire; if the questionnaire is obtained, The insurance institution is the insurance institution 2, the insurance coverage area is East China, and the insurance product is the B type product.
  • the questionnaire module corresponding to the questionnaire module is configured as the second questionnaire.
  • the configuration module 20 determines, according to the insurance information, a plurality of questionnaire questions to be answered by the questionnaire. There are related relationships between multiple questionnaire questions. For example, the configuration module 20 first determines the first questionnaire question of the questionnaire according to the insurance information, and then, according to the relationship between the questionnaire questions, determines the second questionnaire question of the questionnaire, and then according to the second questionnaire. The relationship between the question and the questionnaire question determines the third questionnaire question of the questionnaire, and in this way, multiple questionnaire questions of the questionnaire are determined in turn. The configuration module 20 configures a questionnaire corresponding to the questionnaire according to the determined plurality of questionnaire questions and the relationship between the plurality of questionnaire questions.
  • the configuration module 20 may configure an association relationship between each question in the questionnaire according to a preset configuration rule set in advance. For example, after configuring the first question of the questionnaire, for the possible answer to the first question, configure the next question corresponding to the first question under each possible answer. For example, if the first question may have three answers: answer a, answer b, answer c, for answer a, configure the next question for the first question as question A; for answer b, configure the first question The corresponding next question is question B; for answer c, the next question corresponding to the first question is problem C.
  • the specific configuration rules can be flexibly set according to actual conditions, and are not limited here.
  • the questionnaire is surveyed according to the questionnaire.
  • the questionnaire can be surveyed in a variety of ways, for example, by the relevant staff member, the questionnaire is sent to the questionnaire, the relevant staff is interviewed by the relevant personnel, and the questionnaire is investigated. There are no restrictions.
  • the storage module 30 is configured to obtain a questionnaire result corresponding to the questionnaire, and save the questionnaire result in association with the insurance information.
  • the storage module 30 acquires the questionnaire result corresponding to the questionnaire. For example, if the questionnaire is sent by the staff member to contact the questionnaire, or the questionnaire is surveyed by the staff member, the questionnaire can be entered into the insurance business system by the staff member, so that the questionnaire corresponding to the questionnaire is obtained. result. It can be understood that the storage module 30 can also obtain the questionnaire result by other means, and the manner of obtaining the questionnaire result is not limited herein. For example, if the questionnaire is surveyed through a paper questionnaire, after the questionnaire is completed, the paper questionnaire can be scanned and uploaded to the insurance business system, and the storage module 30 can obtain the questionnaire result corresponding to the questionnaire. .
  • the storage module 30 associates the questionnaire result with the insurance information. For example, a database is pre-established, and the storage module 30 stores the questionnaire results in association with the insurance information in the database. In this way, as long as the database is called, the questionnaire can be followed up according to the saved questionnaire results, and the follow-up related matters can be insured for the insured customers. It can also be used as the basis for the work of the insured salesperson to conduct work assessment for the insured salesperson. .
  • the acquisition module 10 obtains the insurance information corresponding to the questionnaire
  • the configuration module 20 determines a plurality of questionnaire questions corresponding to the questionnaire according to the insurance information, and according to the plurality of questionnaire questions and the plurality of questionnaire questions.
  • the relationship between the questionnaires is configured, and the questionnaire corresponding to the questionnaire is configured, and then the questionnaire is surveyed according to the questionnaire, and the storage module 30 obtains the corresponding questionnaire result, and saves the questionnaire result and the insurance information.
  • the configuration module 20 includes:
  • the determining unit 21 is configured to determine, according to the insurance information, whether there is a questionnaire survey result saved in association with the insurance information;
  • the configuration unit 22 is configured to configure the first questionnaire corresponding to the questionnaire if there is no questionnaire result stored in association with the insurance information.
  • the configuration module 20 does not immediately configure the questionnaire according to the insurance information, but first determines whether the presence and the insurance are insured by the determining unit 21.
  • Questionnaire results saved by information association. If there is no questionnaire survey result stored in association with the insurance information, that is, the questionnaire is not previously surveyed by the questionnaire.
  • the configuration unit 22 configures a corresponding questionnaire according to the insurance information, and the questionnaire is The first questionnaire corresponding to the respondents.
  • the specific configuration process is as described in the first embodiment, and details are not described herein again. In this way, multiple questionnaires are repeated for the same questionnaire, which further improves the effectiveness of the questionnaire.
  • the determining unit 21 is further configured to:
  • the configuration unit 22 is further configured to:
  • the questionnaire for the questionnaire is arranged based on the insurance information and the result of the questionnaire stored in association.
  • the judging unit 21 judges the surveyor based on the survey result saved by the association. Whether the survey is over. For example, if the questionnaire results are satisfactory answers, such as satisfaction and understanding, the judging unit 21 judges that the questionnaire survey of the questionnaire is completed, and at this time, the questionnaire survey of the questionnaire is terminated. If there is a negative answer such as dissatisfaction or incomprehension in the questionnaire result, the judging unit 21 judges that the questionnaire survey of the questionnaire is not completed. At this time, the configuration unit 22 automatically generates a corresponding report according to the insurance information and the associated questionnaire survey result.
  • the configuration unit 22 configures the re-survey questionnaire corresponding to the questionnaire according to the insurance information and the associated questionnaire survey result. According to the re-question questionnaire, the questionnaire is further surveyed by the questionnaire, so as to follow up on the follow-up related matters of the insured customer, that is, the insured customer.
  • the determining unit 21 first determines whether there is a questionnaire survey result stored in association with the insurance information, and if there is no questionnaire survey result saved in association with the insurance information, The configuration unit 22 further configures a questionnaire according to the insurance information, and the questionnaire is the first questionnaire corresponding to the questionnaire, thereby avoiding repeated questionnaires for the same questionnaire, thereby further improving the questionnaire. Effectiveness.
  • the third embodiment of the questionnaire surveying device of the present application is proposed based on the first embodiment or the second embodiment.
  • the obtaining module 10 is configured to:
  • the questionnaire person can implement the questionnaire by operating the client.
  • the client includes, but is not limited to, a terminal device such as a notebook computer, a smart phone, or a PAD (tablet computer).
  • the questionnaire user accesses the relevant questionnaire webpage through the client, or by opening the questionnaire application program of the corresponding APP application loaded by the client, the questionnaire person inputs the corresponding insurance information through the client, and when the client receives the questionnaire,
  • the insurance information is input, the insurance information is sent to the insurance service system, and the acquisition module 10 obtains the insurance information corresponding to the questionnaire by receiving the insurance information sent by the client.
  • the questionnaire device further includes:
  • a sending module 40 configured to send a questionnaire request to the client; and, when receiving the confirmation message fed back by the client, send the insurance information interface data to the client, where the client is configured according to the
  • the insurance information interface data displays a corresponding insurance information interface, and receives the insurance information input by the questionnaire based on the insurance information interface.
  • the sending module 40 first sends the questionnaire request to the client corresponding to the questionnaire.
  • the questionnaire request is displayed.
  • the corresponding response operation can be performed. For example, if the questionnaire person does not currently want to conduct a questionnaire survey, the client may perform a corresponding cancel questionnaire operation based on the client, and the client feedbacks the corresponding rejection message to the insurance business system. When the rejection message is received, the current survey of the questionnaire is terminated. If the questionnaire person can currently conduct a questionnaire survey, the client can perform a corresponding questionnaire survey operation based on the client, and the client feedbacks the corresponding confirmation message to the insurance business system.
  • the sending module 40 sends the corresponding insurance information interface data to the client, and the client displays the corresponding insurance information interface according to the insurance information interface data.
  • the questionnaire user inputs the insurance information based on the insurance information interface.
  • the client sends the insurance information to the insurance service system, and the obtaining module 10 obtains the insurance information by receiving the insurance information sent by the client. Corresponding insurance information.
  • the configuration module 20 configures the questionnaire corresponding to the questionnaire according to the insurance information, and the specific configuration process is as described in the foregoing embodiment, and details are not described herein again.
  • the sending module 40 sends the questionnaire to the client, and the questionnaire performs a questionnaire through the client.
  • the questionnaire performs the submitting operation of the questionnaire, for example, a submitting control is set at the bottom of the questionnaire.
  • the client sends the questionnaire result (that is, the questionnaire replied by the questionnaire) to the insurance business system.
  • the storage module 30 obtains the questionnaire result corresponding to the questionnaire by receiving the questionnaire sent by the client and sent by the questionnaire.
  • the storage module 30 associates the questionnaire result with the insurance information corresponding to the questionnaire.
  • the obtaining module 10 obtains the insurance information corresponding to the questionnaire by receiving the insurance information sent by the client, and sends the questionnaire corresponding to the questionnaire according to the insurance information.
  • the module 40 sends the questionnaire to the client to conduct a questionnaire survey on the questionnaire, and then, by receiving the questionnaire result sent by the client, the storage module 30 obtains the questionnaire result corresponding to the questionnaire, and the questionnaire is surveyed.
  • the result is saved in association with the insurance information. Since the manual entry operation of the staff is omitted, the time and effort are saved, thereby improving the efficiency of the questionnaire.
  • the embodiment of the present application further provides a questionnaire surveying device, where the questionnaire surveying device includes a memory, a processor, and a questionnaire program stored on the memory and operable on the processor, the questionnaire surveying program
  • the steps of the questionnaire method as described above are implemented when executed by the processor.
  • the embodiment of the present application further provides a computer readable storage medium, where the computer readable storage medium stores a questionnaire program, and when the questionnaire program is executed by the processor, the questionnaire method is implemented as described above. step.
  • 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 application, 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 mobile phone, a computer, a server, or a network device, etc.) to perform the methods described in various embodiments of the present application.

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Abstract

本申请公开了一种问卷调查方法、装置、设备及计算机可读存储介质，该方法包括以下步骤：获取问卷者对应的投保信息；根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。

Description

问卷调查方法、装置、设备及计算机可读存储介质
本申请要求于2017年4月10日提交中国专利局、申请号为201710230828.X、发明名称为“问卷调查方法及装置”的中国专利申请的优先权，其全部内容通过引用结合在申请中。
技术领域
本申请涉及保险技术领域，尤其涉及一种问卷调查方法、装置、设备及计算机可读存储介质。
背景技术
随着时代的发展，人们的保险意识越来越强，也越来越乐意购买各种保险，当客户投保之后，通常都会有相关工作人员针对客户的投保进行问卷调查。目前，一般是依据问卷调查表来进行问卷调查，然而现有的问卷调查表通常是统一的，这样就使得问卷调查比较死板、不够灵活。
发明内容
本申请的主要目的在于提出一种问卷调查方法、装置、设备及计算机可读存储介质，旨在解决现有技术中针对于投保的问卷调查较为单一、不灵活的技术问题。
为实现上述目的，本申请提供一种问卷调查方法，所述问卷调查方法包括：
获取问卷者对应的投保信息；
根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
可选地，所述根据所述投保信息，配置所述问卷者对应的问卷调查表的步骤包括：
根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
可选地，所述根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果的步骤之后，还包括：
若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
若否，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
可选地，所述获取问卷者对应的投保信息的步骤包括：
接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
可选地，所述接收客户端发送的问卷者对应的投保信息的步骤之前，还包括：
发送问卷调查请求至所述客户端；
在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
此外，为实现上述目的，本申请还提出一种问卷调查装置，所述问卷调查装置包括：
获取模块，用于获取问卷者对应的投保信息；
配置模块，用于根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
存储模块，用于获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
可选地，所述配置模块包括：
判断单元，用于根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
配置单元，用于若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
可选地，所述判断单元，还用于若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
所述配置单元，还用于若对所述问卷者的问卷调查未结束，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
可选地，所述获取模块用于：
接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
可选地，所述问卷调查装置还包括：
发送模块，用于发送问卷调查请求至所述客户端；以及在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
此外，为实现上述目的，本申请还提供一种问卷调查设备，所述问卷调查设备包括存储器、处理器和存储在所述存储器上并可在所述处理器上运行的问卷调查程序，所述问卷调查程序被所述处理器执行时实现如上文所述的问卷调查方法的步骤。
此外，为实现上述目的，本申请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上存储有问卷调查程序，所述问卷调查程序被处理器执行时实现如上文所述的问卷调查方法的步骤。
本申请通过获取问卷者对应的投保信息，根据该投保信息，确定问卷者对应的多个问卷问题，并根据该多个问卷问题以及该多个问卷问题之间的关联关系，配置问卷者对应的问卷调查表，然后根据该问卷调查表对问卷者进行问卷调查，获取对应的问卷调查结果，并将该问卷调查结果与投保信息关联保存，从而完成了对投保情况进行问卷调查。由于问卷调查表是根据问卷者的投保情况来进行配置的，而并不是单一固定的，因此，提高了问卷调查的灵活性。
附图说明
图1为本申请问卷调查方法第一实施例的流程示意图；
图2为本申请问卷调查方法第二实施例中根据所述投保信息，配置所述问卷者对应的问卷调查表的细化流程示意图；
图3为本申请问卷调查方法第三实施例的流程示意图；
图4为本申请问卷调查装置第一实施例的功能模块示意图；
图5为本申请问卷调查装置第二实施例中配置模块的细化功能模块示意图；
图6为本申请问卷调查装置第三实施例的功能模块示意图。
本申请目的的实现、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申请，并不用于限定本申请。
本申请提供一种问卷调查方法。
参照图1，图1为本申请问卷调查方法第一实施例的流程示意图。在本实施例中，所述问卷调查方法包括：
步骤S10，获取问卷者对应的投保信息；
步骤S20，根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
随着时代的发展，人们的保险意识越来越强，也越来越乐意购买各种保险，当客户投保之后，通常都会有相关工作人员针对客户的投保进行问卷调查。本实施例中，为了实现对投保客户的问卷调查，投保业务系统首先获取投保客户的投保信息。例如，可以通过相关工作人员电话联系问卷者、或者面访问卷者等等方式获取问卷者对应的投保信息，然后在投保业务系统中录入问卷者对应的投保信息，通过这种录入方式获取问卷者对应的投保信息。可以理解的是，还可以通过其他方式获取问卷者对应的投保信息，在此并不作限制。为了便于描述，下文将进行问卷调查的投保客户用问卷者来表示。其中，问卷者的投保信息包括但不限于投保人姓名、投保日期、投保机构、投保地区、投保产品、投保业务员等等。
为了实现问卷调查的灵活性，在本实施例中，并不采用唯一固定的问卷调查表来进行问卷调查，而是根据问卷者的不同情况，采用不同的问卷调查表进行问卷调查。具体地，当获取到问卷者对应的投保信息之后，投保业务系统根据该投保信息，配置问卷者对应的问卷调查表。比如，若获取问卷者的投保机构为保险机构1、投保地区为华南、投保产品为A类产品，则配置问卷者对应的问卷调查表为第一问卷调查表；若获取问卷者的投保机构为保险机构2、投保地区为华东、投保产品为B类产品，则配置问卷者对应的问卷调查表为第二问卷调查表。
对于问卷调查表的具体配置过程，当获取到问卷者对应的投保信息之后，投保业务系统根据该投保信息，确定该问卷者进行问卷调查所要待回答的多个问卷问题，其中，该多个问卷问题之间是具有关联关系的。比如，投保业务系统根据该投保信息，首先确定问卷调查表的第一个问卷问题，然后，根据问卷问题之间的关联关系，确定问卷调查表的第二个问卷问题，再根据第二个问卷问题以及问卷问题之间的关联关系，确定问卷调查表的第三个问卷问题，按照此方式，依次确定问卷调查表的多个问卷问题。投保业务系统根据确定的多个问卷问题，以及该多个问卷问题之间的关联关系，配置该问卷者对应的问卷调查表。
可选地，可根据预先设置的相应配置规则，配置问卷调查表中各个问题之间的关联关系。例如，当配置了问卷调查表的第一个问题之后，针对于该第一个问题的可能答案，配置在每个可能答案下该第一个问题对应的下一个问题。比如，若第一个问题可能有三种答案：答案a、答案b、答案c，针对于答案a，配置第一个问题对应的下一个问题为问题A；针对于答案b，配置第一个问题对应的下一个问题为问题B；针对于答案c，配置第一个问题对应的下一个问题为问题C。具体的配置规则可根据实际情况进行灵活设置，在此不作限制。
在配置好问卷者对应的问卷调查表之后，根据该问卷调查表，对该问卷者进行问卷调查。具体地，可以通过多种方式对问卷者进行问卷调查，例如，通过相关工作人员电话联系问卷者进行问卷调查，通过相关工作人员面访问卷者进行问卷调查等等，进行问卷调查的方式在此并不作限制。
步骤S30，获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
当根据问卷调查表对问卷者的问卷调查结束之后，获取问卷调查对应的问卷调查结果。比如，若是通过工作人员电话联系问卷者进行问卷调查，或是通过工作人员面访问卷者进行问卷调查的，则可以通过工作人员将问卷调查结果录入投保业务系统，从而获得问卷者对应的问卷调查结果。可以理解的是，也可以通过其他方式获取问卷调查结果，获取问卷调查结果的方式在此也不作限制。比如，若是通过纸质问卷调查表面访问卷者进行问卷调查的情况，在问卷调查结束后，可将纸质问卷调查表扫描上传至投保业务系统，从而获得问卷者对应的问卷调查结果。
当获取到问卷者对应的问卷调查结果之后，投保业务系统将该问卷调查结果与投保信息进行关联保存。比如，预先建立一数据库，将问卷调查结果与投保信息关联保存在该数据库中。这样，之后只要调用数据库，就可以根据保存的问卷调查结果，对问卷者也即投保客户进行投保后续相关事项的跟进，也可以作为投保业务员工作情况的依据，对投保业务员进行工作考核。
本实施例提出的方案，通过获取问卷者对应的投保信息，根据该投保信息，确定问卷者对应的多个问卷问题，并根据该多个问卷问题以及该多个问卷问题之间的关联关系，配置问卷者对应的问卷调查表，然后根据该问卷调查表对问卷者进行问卷调查，获取对应的问卷调查结果，并将该问卷调查结果与投保信息关联保存，从而实现了对投保情况进行问卷调查。由于问卷调查表是根据问卷者的投保情况来进行配置的，而并不是单一固定的，因此，提高了问卷调查的灵活性，也进而提高了问卷调查的有效性。
进一步地，如图2所示，基于第一实施例提出本申请问卷调查方法第二实施例，在本实施例中，所述步骤S20包括：
步骤S21，根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
步骤S22，若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
进一步地，在本实施例中，当获取到问卷者对应的投保信息之后，并不立即根据投保信息配置问卷调查表，而是先判断是否存在与该投保信息关联保存的问卷调查结果。若不存在与该投保信息关联保存的问卷调查结果，也即说明之前未对该问卷者进行问卷调查，此时，投保业务系统再根据投保信息，配置对应的问卷调查表，该问卷调查表为问卷者对应的首次问卷调查表。其中具体配置过程如第一实施例中所述，在此不再赘述。这样，就避免了对同一个问卷者重复进行多次问卷调查，从而进一步提高了问卷调查的有效性。
进一步地，本实施例中，所述步骤S21之后，还包括步骤：
步骤a，若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
步骤b，若对所述问卷者的问卷调查未结束，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
进一步地，当存在与投保信息关联保存的问卷调查结果时，也即说明之前已经对该问卷者进行过问卷调查，此时，投保业务系统根据关联保存的问卷调查结果，判断对该问卷者的问卷调查是否结束。比如，若问卷调查结果均是满意、了解等肯定答案，则判断对该问卷者的问卷调查结束，此时，终止对该问卷者的问卷调查。若问卷调查结果存在不满意、不了解等否定答案，则判断对该问卷者的问卷调查未结束，此时，投保业务系统根据投保信息以及关联保存的问卷调查结果，自动生成对应的处理案件，供机构相关工作人员及时对其进行处理。同时，投保业务系统根据投保信息以及关联保存的问卷调查结果，配置该问卷者对应的再次问卷调查表，根据该再次问卷调查表对问卷者进行再一次的问卷调查，从而实现对问卷者也即投保客户进行投保后续相关事项的跟进。
本实施例提出的方案，在获取到问卷者对应的投保信息之后，先判断是否存在与该投保信息关联保存的问卷调查结果，若不存在与该投保信息关联保存的问卷调查结果，再根据该投保信息配置问卷调查表，该问卷调查表为问卷者对应的首次问卷调查表，这样，就避免了对同一个问卷者重复进行多次问卷调查，从而进一步提高了问卷调查的有效性。
进一步地，如图3所示，基于第一实施例或第二实施例提出本申请问卷调查方法第三实施例，在本实施例中，所述步骤S10包括：
步骤S11，接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
为了提高问卷调查的效率，在本实施例中，问卷者通过操作客户端就可以实现问卷调查。其中，该客户端包括但不限于笔记本电脑、智能手机、PAD（平板电脑）等终端设备。具体地，当问卷者通过客户端访问相关的问卷调查网页，或者通过开启客户端加载的相应APP应用的问卷调查程序时，问卷者通过客户端输入相应的投保信息，当客户端接收到问卷者输入的投保信息时，将该投保信息发送至投保业务系统，投保业务系统通过接收客户端发送的投保信息，从而获取问卷者对应的投保信息。
进一步地，所述步骤S11之前，还包括步骤：
步骤c，发送问卷调查请求至所述客户端；
步骤d，在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
进一步地，为了提高问卷者体验，在进行问卷调查之前，首先发送问卷调查请求至问卷者对应的客户端，当客户端接收到该问卷调查请求时，显示该问卷调查请求，问卷者通过客户端查看到该问卷调查请求时，可执行相应的响应操作。比如，若问卷者当前不想进行问卷调查，则可基于客户端执行相应的取消问卷调查操作，客户端反馈相应的拒绝消息至投保业务系统。当投保业务系统接收到该拒绝消息时，终止当前对该问卷者进行问卷调查。若问卷者当前可以进行问卷调查，则可基于客户端执行相应的接受问卷调查操作，客户端反馈相应的确认消息至投保业务系统。当投保业务系统接收到该确认消息时，发送相应的投保信息界面数据至客户端，客户端根据该投保信息界面数据显示相应的投保信息界面。问卷者基于该投保信息界面输入投保信息，当接收到问卷者输入的投保信息之后，客户端将该投保信息发送至投保业务系统，投保业务系统通过接收客户端发送的投保信息，从而获取卷者对应的投保信息。
之后，投保业务系统根据该投保信息，配置问卷者对应的问卷调查表，具体配置过程如上述实施例中所述，在此就不再赘述。之后，将该问卷调查表发送至客户端，问卷者通过客户端进行问卷调查，当问卷者执行问卷调查表的提交操作时，比如，在问卷调查表的最底端设置有提交控件，当问卷者点击该提交控件，执行提交操作时，客户端将问卷调查结果（也即经过问卷者答复的问卷调查表）发送至投保业务系统。投保业务系统通过接收客户端发送的经过问卷者答复的问卷调查表，从而获取问卷者对应的问卷调查结果。相比于通过电话联系或者面访的方式，不需要相关工作人员将问卷调查结果人工录入投保业务系统，从而省时省力。当投保业务系统接收到该问卷调查结果时，将该问卷调查结果与问卷者对应的投保信息关联保存。
本实施例提出的方案，通过接收客户端发送的投保信息的方式，来获取问卷者对应的投保信息，在根据该投保信息配置了问卷者对应的问卷调查表时，将该问卷调查表发送至客户端以对问卷者进行问卷调查，之后，通过接收客户端发送的问卷调查结果的方式，来获取问卷者对应的问卷调查结果，并将该问卷调查结果与投保信息关联保存。由于省去了工作人员的人工录入操作，省时省力，因此提高了问卷调查的效率。
本申请进一步提供一种问卷调查装置。
参照图4，图4为本申请问卷调查装置第一实施例的功能模块示意图。
需要强调的是，对本领域的技术人员来说，图4所示功能模块图仅仅是一个较佳实施例的示例图，本领域的技术人员围绕图4所示的问卷调查装置的功能模块，可轻易进行新的功能模块的补充；各功能模块的名称是自定义名称，仅用于辅助理解该问卷调查装置的各个程序功能块，不用于限定本申请的技术方案，本申请技术方案的核心是，各自定义名称的功能模块所要达成的功能。
在本实施例中，所述问卷调查装置包括：
获取模块10，用于获取问卷者对应的投保信息；
配置模块20，用于根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
随着时代的发展，人们的保险意识越来越强，也越来越乐意购买各种保险，当客户投保之后，通常都会有相关工作人员针对客户的投保进行问卷调查。本实施例中，通过问卷调查装置实现对投保客户的问卷调查，该问卷调查装置应用于投保业务系统，可选地，该问卷调查装置设置于投保业务系统中。首先，通过问卷调查装置的获取模块10获取投保客户的投保信息。例如，可以通过相关工作人员电话联系问卷者、或者面访问卷者等等方式获取问卷者对应的投保信息，然后在投保业务系统中录入问卷者对应的投保信息，获取模块10通过接收工作人员的录入信息获取问卷者对应的投保信息。可以理解的是，获取模块10还可以通过其他方式获取问卷者对应的投保信息，在此并不作限制。为了便于描述，下文将进行问卷调查的投保客户用问卷者来表示。其中，问卷者的投保信息包括但不限于投保人姓名、投保日期、投保机构、投保地区、投保产品、投保业务员等等。
为了实现问卷调查的灵活性，在本实施例中，并不采用唯一固定的问卷调查表来进行问卷调查，而是根据问卷者的不同情况，采用不同的问卷调查表进行问卷调查。具体地，当获取模块10获取到问卷者对应的投保信息之后，配置模块20根据该投保信息，配置问卷者对应的问卷调查表。比如，若获取问卷者的投保机构为保险机构1、投保地区为华南、投保产品为A类产品，则配置模块20配置问卷者对应的问卷调查表为第一问卷调查表；若获取问卷者的投保机构为保险机构2、投保地区为华东、投保产品为B类产品，则配置模块20配置问卷者对应的问卷调查表为第二问卷调查表。
对于问卷调查表的具体配置过程，当获取模块10获取到问卷者对应的投保信息之后，配置模块20根据该投保信息，确定该问卷者进行问卷调查所要待回答的多个问卷问题，其中，该多个问卷问题之间是具有关联关系的。比如，配置模块20根据该投保信息，首先确定问卷调查表的第一个问卷问题，然后，根据问卷问题之间的关联关系，确定问卷调查表的第二个问卷问题，再根据第二个问卷问题以及问卷问题之间的关联关系，确定问卷调查表的第三个问卷问题，按照此方式，依次确定问卷调查表的多个问卷问题。配置模块20根据确定的多个问卷问题，以及该多个问卷问题之间的关联关系，配置该问卷者对应的问卷调查表。
可选地，配置模块20可根据预先设置的相应配置规则，配置问卷调查表中各个问题之间的关联关系。例如，当配置了问卷调查表的第一个问题之后，针对于该第一个问题的可能答案，配置在每个可能答案下该第一个问题对应的下一个问题。比如，若第一个问题可能有三种答案：答案a、答案b、答案c，针对于答案a，配置第一个问题对应的下一个问题为问题A；针对于答案b，配置第一个问题对应的下一个问题为问题B；针对于答案c，配置第一个问题对应的下一个问题为问题C。具体的配置规则可根据实际情况进行灵活设置，在此不作限制。
在配置模块20配置好问卷者对应的问卷调查表之后，根据该问卷调查表，对该问卷者进行问卷调查。具体地，可以通过多种方式对问卷者进行问卷调查，例如，通过相关工作人员电话联系问卷者进行问卷调查，通过相关工作人员面访问卷者进行问卷调查等等，进行问卷调查的方式在此并不作限制。
存储模块30，用于获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
当根据问卷调查表对问卷者的问卷调查结束之后，存储模块30获取问卷调查对应的问卷调查结果。比如，若是通过工作人员电话联系问卷者进行问卷调查，或是通过工作人员面访问卷者进行问卷调查的，则可以通过工作人员将问卷调查结果录入投保业务系统，从而获得问卷者对应的问卷调查结果。可以理解的是，存储模块30也可以通过其他方式获取问卷调查结果，获取问卷调查结果的方式在此也不作限制。比如，若是通过纸质问卷调查表面访问卷者进行问卷调查的情况，在问卷调查结束后，可将纸质问卷调查表扫描上传至投保业务系统，存储模块30从而获得问卷者对应的问卷调查结果。
当获取到问卷者对应的问卷调查结果之后，存储模块30将该问卷调查结果与投保信息进行关联保存。比如，预先建立一数据库，存储模块30将问卷调查结果与投保信息关联保存在该数据库中。这样，之后只要调用数据库，就可以根据保存的问卷调查结果，对问卷者也即投保客户进行投保后续相关事项的跟进，也可以作为投保业务员工作情况的依据，对投保业务员进行工作考核。
本实施例提出的方案，通过获取模块10获取问卷者对应的投保信息，配置模块20根据该投保信息，确定问卷者对应的多个问卷问题，并根据该多个问卷问题以及该多个问卷问题之间的关联关系，配置问卷者对应的问卷调查表，然后根据该问卷调查表对问卷者进行问卷调查，存储模块30获取对应的问卷调查结果，并将该问卷调查结果与投保信息关联保存，从而实现了对投保情况进行问卷调查。由于问卷调查表是根据问卷者的投保情况来进行配置的，而并不是单一固定的，因此，提高了问卷调查的灵活性，也进而提高了问卷调查的有效性。
进一步地，如图5所示，基于第一实施例提出本申请问卷调查装置第二实施例，在本实施例中，所述配置模块20包括：
判断单元21，用于根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
配置单元22，用于若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
进一步地，在本实施例中，当获取模块10获取到问卷者对应的投保信息之后，配置模块20并不立即根据投保信息配置问卷调查表，而是先通过判断单元21判断是否存在与该投保信息关联保存的问卷调查结果。若不存在与该投保信息关联保存的问卷调查结果，也即说明之前未对该问卷者进行问卷调查，此时，配置单元22再根据投保信息，配置对应的问卷调查表，该问卷调查表为问卷者对应的首次问卷调查表。其中具体配置过程如第一实施例中所述，在此不再赘述。这样，就避免了对同一个问卷者重复进行多次问卷调查，从而进一步提高了问卷调查的有效性。
进一步地，本实施例中，所述判断单元21还用于：
若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
所述配置单元22还用于：
若对所述问卷者的问卷调查未结束，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
进一步地，当存在与投保信息关联保存的问卷调查结果时，也即说明之前已经对该问卷者进行过问卷调查，此时，判断单元21根据关联保存的问卷调查结果，判断对该问卷者的问卷调查是否结束。比如，若问卷调查结果均是满意、了解等肯定答案，则判断单元21判断对该问卷者的问卷调查结束，此时，终止对该问卷者的问卷调查。若问卷调查结果存在不满意、不了解等否定答案，则判断单元21判断对该问卷者的问卷调查未结束，此时，配置单元22根据投保信息以及关联保存的问卷调查结果，自动生成对应的处理案件，供机构相关工作人员及时对其进行处理。同时，配置单元22根据投保信息以及关联保存的问卷调查结果，配置该问卷者对应的再次问卷调查表。根据该再次问卷调查表对问卷者进行再一次的问卷调查，从而实现对问卷者也即投保客户进行投保后续相关事项的跟进。
本实施例提出的方案，在获取到问卷者对应的投保信息之后，判断单元21先判断是否存在与该投保信息关联保存的问卷调查结果，若不存在与该投保信息关联保存的问卷调查结果，配置单元22再根据该投保信息配置问卷调查表，该问卷调查表为问卷者对应的首次问卷调查表，这样，就避免了对同一个问卷者重复进行多次问卷调查，从而进一步提高了问卷调查的有效性。
进一步地，基于第一实施例或第二实施例提出本申请问卷调查装置第三实施例，在本实施例中，所述获取模块10用于：
接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
为了提高问卷调查的效率，在本实施例中，问卷者通过操作客户端就可以实现问卷调查。其中，该客户端包括但不限于笔记本电脑、智能手机、PAD（平板电脑）等终端设备。具体地，当问卷者通过客户端访问相关的问卷调查网页，或者通过开启客户端加载的相应APP应用的问卷调查程序时，问卷者通过客户端输入相应的投保信息，当客户端接收到问卷者输入的投保信息时，将该投保信息发送至投保业务系统，获取模块10通过接收客户端发送的投保信息，从而获取问卷者对应的投保信息。
进一步地，如图6所示，所述问卷调查装置还包括：
发送模块40，用于发送问卷调查请求至所述客户端；以及在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
进一步地，为了提高问卷者体验，在进行问卷调查之前，首先通过发送模块40发送问卷调查请求至问卷者对应的客户端，当客户端接收到该问卷调查请求时，显示该问卷调查请求，问卷者通过客户端查看到该问卷调查请求时，可执行相应的响应操作。比如，若问卷者当前不想进行问卷调查，则可基于客户端执行相应的取消问卷调查操作，客户端反馈相应的拒绝消息至投保业务系统。当接收到该拒绝消息时，终止当前对该问卷者进行问卷调查。若问卷者当前可以进行问卷调查，则可基于客户端执行相应的接受问卷调查操作，客户端反馈相应的确认消息至投保业务系统。当接收到该确认消息时，发送模块40发送相应的投保信息界面数据至客户端，客户端根据该投保信息界面数据显示相应的投保信息界面。问卷者基于该投保信息界面输入投保信息，当接收到问卷者输入的投保信息之后，客户端将该投保信息发送至投保业务系统，获取模块10通过接收客户端发送的投保信息，从而获取卷者对应的投保信息。
之后，配置模块20根据该投保信息，配置问卷者对应的问卷调查表，具体配置过程如上述实施例中所述，在此就不再赘述。之后，发送模块40将该问卷调查表发送至客户端，问卷者通过客户端进行问卷调查，当问卷者执行问卷调查表的提交操作时，比如，在问卷调查表的最底端设置有提交控件，当问卷者点击该提交控件，执行提交操作时，客户端将问卷调查结果（也即经过问卷者答复的问卷调查表）发送至投保业务系统。存储模块30通过接收客户端发送的经过问卷者答复的问卷调查表，从而获取问卷者对应的问卷调查结果。相比于通过电话联系或者面访的方式，不需要相关工作人员将问卷调查结果人工录入投保业务系统，从而省时省力。当接收到该问卷调查结果时，存储模块30将该问卷调查结果与问卷者对应的投保信息关联保存。
本实施例提出的方案，获取模块10通过接收客户端发送的投保信息的方式，来获取问卷者对应的投保信息，在配置模块20根据该投保信息配置了问卷者对应的问卷调查表时，发送模块40将该问卷调查表发送至客户端以对问卷者进行问卷调查，之后，通过接收客户端发送的问卷调查结果的方式，存储模块30获取问卷者对应的问卷调查结果，并将该问卷调查结果与投保信息关联保存。由于省去了工作人员的人工录入操作，省时省力，因此提高了问卷调查的效率。
此外，本申请实施例还提出一种问卷调查设备，所述问卷调查设备包括存储器、处理器和存储在所述存储器上并可在所述处理器上运行的问卷调查程序，所述问卷调查程序被所述处理器执行时实现如上文所述的问卷调查方法的步骤。
本申请问卷调查设备具体实施方式与上述问卷调查方法各实施例基本相同，在此不再赘述。
此外，本申请实施例还提出一种计算机可读存储介质，所述计算机可读存储介质上存储有问卷调查程序，所述问卷调查程序被处理器执行时实现如上文所述的问卷调查方法的步骤。
本申请计算机可读存储介质具体实施方式与上述问卷调查方法各实施例基本相同，在此不再赘述。
需要说明的是，在本文中，术语“包括”、“包含”或者其任何其它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它要素，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。
上述本申请实施例序号仅仅为了描述，不代表实施例的优劣。
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，本申请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，或者网络设备等）执行本申请各个实施例所述的方法。
以上仅为本申请的优选实施例，并非因此限制本申请的专利范围，凡是利用本申请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它相关的技术领域，均同理包括在本申请的专利保护范围内。

Claims (20)

  1. 一种问卷调查方法，其中，所述问卷调查方法包括以下步骤：
    获取问卷者对应的投保信息；
    根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
    获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
  2. 如权利要求1所述的问卷调查方法，其中，所述获取问卷者对应的投保信息的步骤包括：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  3. 如权利要求1所述的问卷调查方法，其中，所述根据所述投保信息，配置所述问卷者对应的问卷调查表的步骤包括：
    根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
    若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
  4. 如权利要求2所述的问卷调查方法，其中，所述获取问卷者对应的投保信息的步骤包括：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  5. 如权利要求3所述的问卷调查方法，其中，所述根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果的步骤之后，还包括：
    若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
    若否，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
  6. 如权利要求5所述的问卷调查方法，其中，所述获取问卷者对应的投保信息的步骤包括：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  7. 如权利要求6所述的问卷调查方法，其中，所述接收客户端发送的问卷者对应的投保信息的步骤之前，还包括：
    发送问卷调查请求至所述客户端；
    在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
  8. 一种问卷调查装置，其中，所述问卷调查装置包括：
    获取模块，用于获取问卷者对应的投保信息；
    配置模块，用于根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
    存储模块，用于获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
  9. 如权利要求8所述的问卷调查装置，其中，所述获取模块用于：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  10. 如权利要求8所述的问卷调查装置，其中，所述配置模块包括：
    判断单元，用于根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
    配置单元，用于若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
  11. 如权利要求10所述的问卷调查装置，其中，所述获取模块用于：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  12. 如权利要求10所述的问卷调查装置，其中，所述判断单元，还用于若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
    所述配置单元，还用于若对所述问卷者的问卷调查未结束，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
  13. 如权利要求12所述的问卷调查装置，其中，所述获取模块用于：
    接收客户端发送的所述问卷者对应的投保信息，其中，所述客户端为所述问卷者当前使用的终端设备。
  14. 如权利要求13所述的问卷调查装置，其中，所述问卷调查装置还包括：
    发送模块，用于发送问卷调查请求至所述客户端；以及在接收到所述客户端反馈的确认消息时，发送投保信息界面数据至所述客户端，以供所述客户端根据所述投保信息界面数据显示相应的投保信息界面，并接收所述问卷者基于所述投保信息界面输入的投保信息。
  15. 一种问卷调查设备，其中，所述问卷调查设备包括存储器、处理器和存储在所述存储器上并可在所述处理器上运行的问卷调查程序，所述问卷调查程序被所述处理器执行时实现以下步骤：
    获取问卷者对应的投保信息；
    根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
    获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
  16. 如权利要求15所述的问卷调查设备，其中，所述根据所述投保信息，配置所述问卷者对应的问卷调查表的步骤包括：
    根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
    若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
  17. 如权利要求16所述的问卷调查设备，其中，所述根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果的步骤之后，还包括：
    若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
    若否，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
  18. 一种计算机可读存储介质，其中，所述计算机可读存储介质上存储有问卷调查程序，所述问卷调查程序被处理器执行时实现以下步骤：
    获取问卷者对应的投保信息；
    根据所述投保信息，确定所述问卷者对应的多个问卷问题，并根据所述多个问卷问题以及所述多个问卷问题之间的关联关系，配置所述问卷者对应的问卷调查表，以根据所述问卷调查表对所述问卷者进行问卷调查；
    获取所述问卷者对应的问卷调查结果，并将所述问卷调查结果与所述投保信息关联保存。
  19. 如权利要求18所述的计算机可读存储介质，其中，所述根据所述投保信息，配置所述问卷者对应的问卷调查表的步骤包括：
    根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果；
    若不存在与所述投保信息关联保存的问卷调查结果，则配置所述问卷者对应的首次问卷调查表。
  20. 如权利要求19所述的计算机可读存储介质，其中，所述根据所述投保信息，判断是否存在与所述投保信息关联保存的问卷调查结果的步骤之后，还包括：
    若存在与所述投保信息关联保存的问卷调查结果，则根据所述问卷调查结果，判断对所述问卷者的问卷调查是否结束；
    若否，则根据所述投保信息以及关联保存的所述问卷调查结果，配置所述问卷者对应的再次问卷调查表。
PCT/CN2018/081992 2017-04-10 2018-04-04 问卷调查方法、装置、设备及计算机可读存储介质 WO2018188517A1 (zh)

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