WO2018228002A1 - 录单装置、方法、系统及计算机可读存储介质 - Google Patents

录单装置、方法、系统及计算机可读存储介质 Download PDF

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Publication number
WO2018228002A1
WO2018228002A1 PCT/CN2018/077641 CN2018077641W WO2018228002A1 WO 2018228002 A1 WO2018228002 A1 WO 2018228002A1 CN 2018077641 W CN2018077641 W CN 2018077641W WO 2018228002 A1 WO2018228002 A1 WO 2018228002A1
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Prior art keywords
person
target information
list
target
plan
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PCT/CN2018/077641
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English (en)
French (fr)
Inventor
李小军
杜连秋
刘平刚
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • 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
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00—Handling natural language data
    • G06F40/10—Text processing
    • G06F40/103—Formatting, i.e. changing of presentation of documents
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00—Handling natural language data
    • G06F40/10—Text processing
    • G06F40/166—Editing, e.g. inserting or deleting
    • G06F40/177—Editing, e.g. inserting or deleting of tables; using ruled lines
    • G06F40/18—Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00—Handling natural language data
    • G06F40/10—Text processing
    • G06F40/166—Editing, e.g. inserting or deleting
    • G06F40/186—Templates

Definitions

  • the present application relates to the field of communications technologies, and in particular, to a recording device, a method, a system, and a computer readable storage medium.
  • the amount of financial insurance policies has become larger and larger, and when insured, the recording of orders is an indispensable link.
  • the order is required to be entered by the loggers one by one, and each order can only provide insurance services for the same subject. For example, if a customer needs to purchase insurance plans for 10,000 targets, 10,000 sheets need to be recorded. For some of the customer's batch-based insurance plans, it is obvious that the recording takes more time and the recording efficiency is low.
  • the purpose of the present application is to provide a recording device, method, system and computer readable storage medium, aiming at improving recording efficiency.
  • the present application provides a recording device including: a memory, a processor, and a recording system stored on the memory and operable on the processor, the recording order The following steps are implemented when the system is executed by the processor:
  • the cache-based target list is supplemented with other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-single plan, and the cache-based target list is inserted into the multi-person after the insurance policy corresponding to the multi-person multi-single plan
  • the other target information corresponding to the multiple plan is generated, and the insurance policy corresponding to the inserted target information is generated to perform the order.
  • the present application further provides a recording method, and the recording method includes:
  • the cache-based target list is supplemented with other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-single plan, and the cache-based target list is inserted into the multi-person after the insurance policy corresponding to the multi-person multi-single plan
  • the other target information corresponding to the multiple plan is generated, and the insurance policy corresponding to the inserted target information is generated to perform the order.
  • the present application further provides a recording system, the recording system comprising:
  • the obtaining module is configured to obtain the insurance product selected by the user, obtain the billing template of the multi-person one-single plan and the billing template of the multi-person multi-single plan based on the selected insurance product, download the pre-uploaded target list, and according to the plurality of The corresponding target information in the format checklist of the format of the single-plan and the multi-person multi-single billing template;
  • a verification module configured to verify the target information in the sorted target list
  • a sending module configured to send the first target information corresponding to the multi-person one-single plan to the front end, and in the multi-person, when the first target information corresponding to the multi-person one-single plan is verified
  • the first target information corresponding to the multi-person multi-single scheme is sent to the front end, and the front end performs quotation and application for insurance, and generates a multi-person one-single scheme corresponding The insurance policy and the insurance policy corresponding to the multi-person and multi-single plan;
  • a cache module configured to cache the target list when all the target information is verified
  • the billing processing module is configured to supplement the other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-schedule plan based on the cached target list, and the insurance-based inventor corresponding to the multi-person multi-single plan After the single is inserted, the other target information corresponding to the multi-person multi-single plan is inserted, and the insurance policy corresponding to the inserted target information is generated to perform the billing.
  • the application further provides a computer readable storage medium, on which the recording system is stored, and when the recording system is executed by the processor, the steps are implemented:
  • the cache-based target list is supplemented with other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-single plan, and the cache-based target list is inserted into the multi-person after the insurance policy corresponding to the multi-person multi-single plan
  • the other target information corresponding to the multiple plan is generated, and the insurance policy corresponding to the inserted target information is generated to perform the order.
  • the beneficial effects of the present application are as follows:
  • the present application designs a multi-person single-person and multi-person multi-single ordering method according to a specific business scenario, and when uploading a batch target insurance application plan, by uploading the target list, and according to the user's selection
  • the insurance product can obtain multi-person one-single plan and multi-person multi-single plan, that is, it can be quoted, insured, etc., and the order is completed. It is not necessary for the orderer to record the order one by one, which greatly improves the efficiency of recording the order.
  • the multi-person single-plan and multi-person multi-single scheme a large amount of redundant data is generated in the background of the database, and the system burden is reduced.
  • FIG. 1 is a schematic diagram of a hardware architecture of an embodiment of a recording device of the present application
  • FIG. 2 is a schematic flow chart of an embodiment of a method for recording a bill according to the present application
  • FIG. 3 is a schematic diagram of the refinement process of step S5 shown in FIG. 2.
  • the recording device 1 may include, but is not limited to, the recording system 10 , the memory 11 , and the processing can be mutually communicated through the system bus. 12 It is to be noted that Figure 1 only shows the recording device 1 having the components 10-12, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
  • the memory 11 includes at least one type of readable storage medium including a flash memory, a hard disk, a multimedia card, a card type memory (eg, SD or DX memory, etc.), and a random access memory (RAM). , static random access memory (SRAM), read only memory (ROM), electrically erasable programmable read only memory (EEPROM), programmable read only memory (PROM), magnetic memory, magnetic disk, optical disk, and the like.
  • the memory 11 may be an internal storage unit of the recording device 1, such as a hard disk or memory of the recording device 1.
  • the memory 11 may also be an external storage device of the recording device 1, such as a plug-in hard disk provided on the recording device 1, a smart memory card (SMC), Secure Digital (SD) card, Flash Card, etc.
  • the memory 11 can also include both the internal storage unit of the recording device 1 and its external storage device.
  • the memory 11 is generally used to store an operating system and various application software installed in the recording device 1, such as a program code for storing the recording system 10. Further, the memory 11 can also be used to temporarily store various types of data that have been output or are to be output.
  • the processor 12 may be a Central Processing Unit (CPU), controller, microcontroller, microprocessor, or other data processing chip in some embodiments.
  • the processor 12 is typically used to control the overall operation of the recording device 1, such as performing control and processing related to data interaction or communication with the front end.
  • the processor 12 is configured to run program code or process data stored in the memory 11, such as running the recording system 10 and the like.
  • Step S1 acquiring an insurance product selected by the user, obtaining an order form template of the multi-person one-single plan based on the selected insurance product, and downloading the pre-uploaded list of the target, and downloading the pre-uploaded target list, and according to the multi-person one
  • the user selects the required insurance product.
  • the pre-stored insurance product list can be called up.
  • the insurance product list includes all current insurance products that can be insured, and the user selects the required insurance product from the insurance product list.
  • the multi-person multi-single plan refers to a scenario in which a separate policy is required for each target, and each insurance product of each user corresponds to one policy; the multi-person one-single plan means that each target does not require a separate policy.
  • the multi-person one-single plan means that each target does not require a separate policy.
  • multiple insurance products of multiple users correspond to one policy.
  • the insurance products selected by the user include the insurance products corresponding to the two scenarios.
  • the user pre-provides the target list and uploads the target list to the system.
  • the target list includes a plurality of target information, and the list of the target is, for example, a list of objects in an excel format.
  • the maximum value of the number of pieces of information of the embodiment is configurable, for example, the maximum value of the number of pieces of configuration information is 10000.
  • the target information in the target list is applicable to the multi-person one-single plan
  • the target information is arranged according to the format in the billing template of the multi-person one-single plan, for example, the premium and the insurance in the target information.
  • the time is sorted according to the format in the billing template of a multi-person scheme.
  • the format of the premium is ****.**
  • the format of the insured time is ****-**-**;
  • the target information in the target list is applicable to the multi-person multi-single plan
  • the target information is organized according to the format in the billing template of the multi-person multi-single plan.
  • Step S2 verifying the target information in the sorted target list
  • the verifying the target information in the sorted target list comprises: performing a virus scan on the sorted target list, and in the case that no virus is found after the scan, each of the target information of the scanned target list Verify the field data in the record, for example, verify the warranty time to verify that the format is correct (for example, if the format of the warranty time is ****-**-**, then correct; The format of the time is **.**.**, which is incorrect).
  • Step S3 when the first target information corresponding to the multi-person one-single plan is verified, the first target information corresponding to the multi-person one-single plan is sent to the front end, and the multi-person multi-single
  • the first target information corresponding to the scheme passes the verification, the first target information corresponding to the multi-person multi-single scheme is sent to the front end, and the front end performs the quotation and the application for insurance, and generates the insurance corresponding to the multi-person one-single scheme.
  • the information can be sent to the front end, and the front end provides an operation interface, and the user can access multiple people on the operation interface.
  • the first target information corresponding to a single plan or a multi-person multi-single plan is quoted and applied for insurance, and an insurance policy corresponding to the multi-person one-single plan and the insurance policy corresponding to the multi-person multi-single plan are generated.
  • Step S4 when all the target information is verified, the list of the target is cached
  • the verified target list is uploaded to the image space for caching.
  • the advantage of caching the target list is that if the amount of information on the target list is large, it can be temporarily stored in the image space for subsequent processing.
  • Step S5 based on the cached target list, supplementing other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-single plan, and the cache-based target list is inserted after the insurance policy corresponding to the multi-person multi-single plan
  • the other target information corresponding to the multi-single plan is generated, and the insurance policy corresponding to the inserted target information is generated to perform the billing.
  • the front-end quotation and the application of the first target information corresponding to the multi-person one-single plan and the first target information corresponding to the multi-person multi-single plan are calibrated and the other target information on the target list is verified.
  • the multi-person multi-single plan after the insurance policy is underwritten, other policies are generated and printed; for the multi-person one-single plan, the voucher is printed according to each target information.
  • a multi-person one-person and multi-person multi-single ordering method is designed.
  • the order is recorded, the corresponding plan is selected, and the target list is uploaded to the system, and then the quotation and application for insurance can be applied.
  • the operation is quick and easy, and the entire recording process takes less time and takes about 1 minute.
  • the present embodiment designs a multi-person single-person and multi-person multi-single recording method according to a specific business scenario, and when uploading a batch target insurance plan, uploading the target list and selecting according to the user
  • the insurance products are available for multi-person single-plan and multi-person multi-single programs, that is, they can be quoted, insured, etc., and the order is not completed, and the loggers are not required to record the sheets one by one, which greatly improves the efficiency of recording.
  • the multi-person single-plan and multi-person multi-single scheme a large amount of redundant data is generated in the background of the database, and the system burden is reduced.
  • the method specifically includes:
  • the cached target list is parsed, and the parsed target list is generated to generate a record list, that is, each target information corresponds to one record, and each record can be directly used, for example, in a multi-person one-single scheme.
  • the record corresponding to the target information may be directly added to the insurance policy, and the multi-person multi-single plan corresponding to the insurance policy corresponding to the multi-person multi-single plan is inserted.
  • the other target information can directly insert the records corresponding to the target information into the insurance policy, further improving the efficiency of the recording.
  • the method when the recording system is executed by the processor to implement step S52, the method specifically includes:
  • the calculation of the premium is related to the target information to be supplemented or the target information to be inserted in the record list.
  • some types of insurance such as group or unified type of insurance
  • the calculation of this type of insurance premium has nothing to do with the subject information
  • some age-related insurance such as critical illness insurance, etc.
  • This type of insurance The calculation of premiums is related to the subject information.
  • the target information to be supplemented is supplemented on the insurance policy corresponding to the multi-person plan, and if the calculation of the premium is not related to the target information to be inserted, then in the multi-person After the insurance policy corresponding to the multi-single plan, the target information to be inserted is inserted, and the insurance policy corresponding to the inserted target information is generated, and the premium calculation process is performed on all the insurance policies to print and issue the order.
  • the calculation of the premium is related to the subject information to be supplemented, the relevant subject information is priced and processed, and the subject information after the quotation processing is supplemented on the insurance policy corresponding to the multi-person plan, and if the premium is calculated and to be inserted
  • the target information after the quotation processing is inserted after the insurance policy corresponding to the multi-person multi-single plan, and the insurance policy corresponding to the inserted target information is generated, and the premium calculation process is performed on all the insurance policies for performing Print and order.
  • the calculation of the premium is related to the subject information to be supplemented, and the target information needs to be sent to the front end for the front end to quote and apply for insurance.
  • the premium calculation process is performed, and the background is asynchronously underwritten.
  • the background is asynchronously underwritten.
  • the voucher is printed according to each target information.
  • the method further includes: generating a check if the calibration of the target information in the target list fails.
  • the error list corresponding to the failed target information returns the error list to the front end for checking.
  • the target information of the verification pass can be uploaded to the image space, and the failed target information is verified, and a corresponding EXCEL list is generated.
  • the EXCEL list includes error information corresponding to each of the target information, and returns the information to the front end. For the internal processing to verify the processing.
  • FIG. 2 is a schematic flowchart of an embodiment of a method for recording a record according to an embodiment of the present application.
  • the recording method includes the following steps:
  • Step S1 acquiring an insurance product selected by the user, obtaining an order form template of the multi-person one-single plan based on the selected insurance product, and downloading the pre-uploaded list of the target, and downloading the pre-uploaded target list, and according to the multi-person one
  • the user selects the required insurance product.
  • the pre-stored insurance product list can be called up.
  • the insurance product list includes all current insurance products that can be insured, and the user selects the required insurance product from the insurance product list.
  • the multi-person multi-single plan refers to a scenario in which a separate policy is required for each target, and each insurance product of each user corresponds to one policy; the multi-person one-single plan means that each target does not require a separate policy.
  • the multi-person one-single plan means that each target does not require a separate policy.
  • multiple insurance products of multiple users correspond to one policy.
  • the insurance products selected by the user include the insurance products corresponding to the two scenarios.
  • the user pre-provides the target list and uploads the target list to the system.
  • the target list includes a plurality of target information, and the list of the target is, for example, a list of objects in an excel format.
  • the maximum value of the number of pieces of information of the embodiment is configurable, for example, the maximum value of the number of pieces of configuration information is 10000.
  • the target information in the target list is applicable to the multi-person one-single plan
  • the target information is arranged according to the format in the billing template of the multi-person one-single plan, for example, the premium and the insurance in the target information.
  • the time is sorted according to the format in the billing template of a multi-person scheme.
  • the format of the premium is ****.**
  • the format of the insured time is ****-**-**;
  • the target information in the target list is applicable to the multi-person multi-single plan
  • the target information is organized according to the format in the billing template of the multi-person multi-single plan.
  • Step S2 verifying the target information in the sorted target list
  • the verifying the target information in the sorted target list comprises: performing a virus scan on the sorted target list, and in the case that no virus is found after the scan, each of the target information of the scanned target list Verify the field data in the record, for example, verify the warranty time to verify that the format is correct (for example, if the format of the warranty time is ****-**-**, then correct; The format of the time is **.**.**, which is incorrect).
  • Step S3 when the first target information corresponding to the multi-person one-single plan is verified, the first target information corresponding to the multi-person one-single plan is sent to the front end, and the multi-person multi-single
  • the first target information corresponding to the scheme passes the verification, the first target information corresponding to the multi-person multi-single scheme is sent to the front end, and the front end performs the quotation and the application for insurance, and generates the insurance corresponding to the multi-person one-single scheme.
  • the information can be sent to the front end, and the front end provides an operation interface, and the user can access multiple people on the operation interface.
  • the first target information corresponding to a single plan or a multi-person multi-single plan is quoted and applied for insurance, and an insurance policy corresponding to the multi-person one-single plan and the insurance policy corresponding to the multi-person multi-single plan are generated.
  • Step S4 when all the target information is verified, the list of the target is cached
  • the verified target list is uploaded to the image space for caching.
  • Step S5 based on the cached target list, supplementing other target information corresponding to the multi-person one-single plan on the insurance policy corresponding to the multi-person one-single plan, and the cache-based target list is inserted after the insurance policy corresponding to the multi-person multi-single plan
  • the other target information corresponding to the multi-single plan is generated, and the insurance policy corresponding to the inserted target information is generated to perform the billing.
  • the front-end quotation and the application of the first target information corresponding to the multi-person one-single plan and the first target information corresponding to the multi-person multi-single plan are calibrated and the other target information on the target list is verified.
  • the multi-person multi-single plan after the insurance policy is underwritten, other policies are generated and printed; for the multi-person one-single plan, the voucher is printed according to each target information.
  • a multi-person one-person and multi-person multi-single ordering method is designed.
  • the order is recorded, the corresponding plan is selected, and the target list is uploaded to the system, and then the quotation and application for insurance can be applied.
  • the operation is quick and easy, and the entire recording process takes less time and takes about 1 minute.
  • the present embodiment designs a multi-person single-person and multi-person multi-single recording method according to a specific business scenario, and when uploading a batch target insurance plan, uploading the target list and selecting according to the user
  • the insurance products are available for multi-person single-plan and multi-person multi-single programs, that is, they can be quoted, insured, etc., and the order is not completed, and the loggers are not required to record the sheets one by one, which greatly improves the efficiency of recording.
  • the multi-person single-plan and multi-person multi-single scheme a large amount of redundant data is generated in the background of the database, and the system burden is reduced.
  • the step S5 includes:
  • the cached target list is parsed, and the parsed target list is generated to generate a record list, that is, each target information corresponds to one record, and each record can be directly used, for example, in a multi-person one-single scheme.
  • the record corresponding to the target information may be directly added to the insurance policy, and the multi-person multi-single plan corresponding to the insurance policy corresponding to the multi-person multi-single plan is inserted.
  • the other target information can directly insert the records corresponding to the target information into the insurance policy, further improving the efficiency of the recording.
  • the step S52 includes:
  • the calculation of the premium is related to the target information to be supplemented or the target information to be inserted in the record list.
  • some types of insurance such as group or unified type of insurance
  • the calculation of this type of insurance premium has nothing to do with the subject information
  • some age-related insurance such as critical illness insurance, etc.
  • This type of insurance The calculation of premiums is related to the subject information.
  • the target information to be supplemented is supplemented on the insurance policy corresponding to the multi-person plan, and if the calculation of the premium is not related to the target information to be inserted, then in the multi-person After the insurance policy corresponding to the multi-single plan, the target information to be inserted is inserted, and the insurance policy corresponding to the inserted target information is generated, and the premium calculation process is performed on all the insurance policies to print and issue the order.
  • the calculation of the premium is related to the subject information to be supplemented, the relevant subject information is priced and processed, and the subject information after the quotation processing is supplemented on the insurance policy corresponding to the multi-person plan, and if the premium is calculated and to be inserted
  • the target information after the quotation processing is inserted after the insurance policy corresponding to the multi-person multi-single plan, and the insurance policy corresponding to the inserted target information is generated, and the premium calculation process is performed on all the insurance policies for performing Print and order.
  • the calculation of the premium is related to the subject information to be supplemented, and the target information needs to be sent to the front end for the front end to quote and apply for insurance.
  • the premium calculation process is performed, and the background is asynchronously underwritten.
  • the background is asynchronously underwritten.
  • the voucher is printed according to each target information.
  • the present application also provides a computer readable storage medium having stored on a computer-readable storage medium, the step of implementing the above-described recording method when the recording system is executed by the processor.
  • 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, an air conditioner, or a network device, etc.) to perform the methods described in various embodiments of the present application.

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Abstract

本申请涉及一种录单装置、方法、系统及计算机可读存储介质，所述录单装置包括：存储器、处理器及存储在所述存储器上并可在所述处理器上运行的录单系统，所述录单系统被所述处理器执行时实现以下步骤：获取保险产品，获取多人一单方案的出单模板及多人多单方案的出单模板，下载标的清单，按照模板整理标的清单中对应的标的信息校验标的信息；对两种方案的第一个标的信息报价及申请投保，并生成各方案对应的投保单；缓存校验通过的标的清单；在各方案对应的投保单上补充或插入各方案对应的其他标的信息，以进行出单。本申请能够提高录单效率。

Description

录单装置、方法、系统及计算机可读存储介质
优先权申明
本申请基于巴黎公约申明享有2017年06月12日递交的申请号为CN201710440076.X、名称为“录单装置、方法及计算机可读存储介质”中国专利申请的优先权，该中国专利申请的整体内容以参考的方式结合在本申请中。
技术领域
本申请涉及通信技术领域，尤其涉及一种录单装置、方法、系统及计算机可读存储介质。
背景技术
近年来财意保单量越来愈大，在投保时，录单是必不可少的环节。现有技术中录单需要由录单员一张张进行录入，每张单只能为同一标的提供保险服务，例如，若一个客户需要为10000个标的购买保险方案，则需要录10000张单。对于客户的一些批量标的投保方案，显然录单需要花费较多时间，录单效率低。
发明内容
本申请的目的在于提供一种录单装置、方法、系统及计算机可读存储介质，旨在提高录单效率。
为实现上述目的，本申请提供一种录单装置，所述录单装置包括：存储器、处理器及存储在所述存储器上并可在所述处理器上运行的录单系统，所述录单系统被所述处理器执行时实现以下步骤：
S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
S2，对整理后的标的清单中的标的信息进行校验；
S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
S4，在所有标的信息校验通过时，对标的清单进行缓存；
S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
为实现上述目的，本申请还提供一种录单方法，所述录单方法包括：
S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
S2，对整理后的标的清单中的标的信息进行校验；
S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
S4，在所有标的信息校验通过时，对标的清单进行缓存；
S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
为实现上述目的，本申请还提供一种录单系统，所述录单系统包括：
获取模块，用于获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
校验模块，用于对整理后的标的清单中的标的信息进行校验；
发送模块，用于在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
缓存模块，用于在所有标的信息校验通过时，对标的清单进行缓存；
出单处理模块，用于基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
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录单系统，所述录单系统被处理器执行时实现步骤：
S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
S2，对整理后的标的清单中的标的信息进行校验；
S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
S4，在所有标的信息校验通过时，对标的清单进行缓存；
S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
本申请的有益效果是：本申请根据具体的业务场景设计多人一单及多人多单的录单方式，在对批量标的投保方案进行录单时，通过上传标的清单，及根据用户选择的保险产品获取多人一单方案及多人多单方案，即可以报价、投保等，完成录单，不需要录单员一张张进行录单，大大的提高录单效 率。另外，通过多人一单方案及多人多单方案，避免数据库后台产生大量冗余数据，减轻系统负担。
附图说明
图1为本申请录单装置一实施例的硬件架构的示意图；
图2为本申请录单方法一实施例的流程示意图；
图3为图2所示步骤S5的细化流程示意图。
具体实施方式
为了使本申请的目的、技术方案及优点更加清楚明白，以下结合附图及实施例，对本申请进行进一步详细说明。应当理解，此处所描述的具体实施例仅用以解释本申请，并不用于限定本申请。基于本申请中的实施例，本领域普通技术人员在没有做出创造性劳动前提下所获得的所有其他实施例，都属于本申请保护的范围。
需要说明的是，在本申请中涉及“第一”、“第二”等的描述仅用于描述目的，而不能理解为指示或暗示其相对重要性或者隐含指明所指示的技术特征的数量。由此，限定有“第一”、“第二”的特征可以明示或者隐含地包括至少一个该特征。另外，各个实施例之间的技术方案可以相互结合，但是必须是以本领域普通技术人员能够实现为基础，当技术方案的结合出现相互矛盾或无法实现时应当认为这种技术方案的结合不存在，也不在本申请要求的保护范围之内。
参阅图1，是录单装置1一可选的硬件架构的示意图，本实施例中，录单装置1可包括，但不仅限于，可通过系统总线相互通信连接录单系统10、存储器11、处理器12。需要指出的是，图1仅示出了具有组件10-12的录单装置1，但是应理解的是，并不要求实施所有示出的组件，可以替代的实施更多或者更少的组件。
其中，所述存储器11至少包括一种类型的可读存储介质，所述可读存储介质包括闪存、硬盘、多媒体卡、卡型存储器(例如，SD或DX存储器等)、随机访问存储器(RAM)、静态随机访问存储器(SRAM)、只读存储 器(ROM)、电可擦除可编程只读存储器(EEPROM)、可编程只读存储器(PROM)、磁性存储器、磁盘、光盘等。在一些实施例中，所述存储器11可以是所述录单装置1的内部存储单元，例如该录单装置1的硬盘或内存。在另一些实施例中，所述存储器11也可以是所述录单装置1的外部存储设备，例如该录单装置1上配备的插接式硬盘，智能存储卡(Smart Media Card,SMC)，安全数字(Secure Digital,SD)卡，闪存卡(Flash Card)等。当然，所述存储器11还可以既包括所述录单装置1的内部存储单元也包括其外部存储设备。本实施例中，所述存储器11通常用于存储安装于所述录单装置1的操作系统和各类应用软件，例如存储所述录单系统10的程序代码等。此外，所述存储器11还可以用于暂时地存储已经输出或者将要输出的各类数据。
所述处理器12在一些实施例中可以是中央处理器(Central Processing Unit，CPU)、控制器、微控制器、微处理器、或其他数据处理芯片。该处理器12通常用于控制所述录单装置1的总体操作，例如执行与前端进行数据交互或者通信相关的控制和处理等。本实施例中，所述处理器12用于运行所述存储器11中存储的程序代码或者处理数据，例如运行所述录单系统10等。
其中，上述录单系统10被所述处理器12执行时实现如下步骤：
步骤S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
其中，用户选择所需的保险产品，具体地，可以调出预存的保险产品列表，保险产品列表中包括当前所有可以投保的保险产品，用户从保险产品列表中选择所需的保险产品。
其中，多人多单方案指的是针对每个标的需要单独保单的场景，每个用户的每一种保险产品对应一张保单；多人一单方案指的是每个标的不要求单独保单，只需要保险凭证的场景，多个用户的多个保险产品对应一张保单。用户选择的保险产品中包括这两种场景对应的保险产品。
其中，用户预先提供标的清单，并将标的清单上传至系统中，标的清单中包括多个标的信息，该标的清单例如为excel格式的标的清单。本实施例标的信息的数量的最大值是可配置的，例如配置标的信息的数量的最大值为10000。
其中，如果标的清单中的标的信息是适用于多人一单方案的，则该标的信息按照多人一单方案的出单模板中的格式进行整理，例如对该标的信息中的保费及起保时间等按照一多人一单方案的出单模板中的格式进行整理，其中，多人一单方案的出单模板中，保费的格式为****.**，起保时间的格式为****-**-**；如果标的清单中的标的信息是适用于多人多单方案的，则该标的信息按照多人多单方案的出单模板中的格式进行整理。
步骤S2，对整理后的标的清单中的标的信息进行校验；
优选地，对整理后的标的清单中的标的信息进行校验包括：对整理后的标的清单进行病毒扫描，在扫描后未发现病毒的情况下，对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证，例如对起保时间进行验证，以验证其格式是否正确(例如，若起保时间的格式为****-**-**，则正确；若起保时间的格式为**.**.**，则不正确)。
步骤S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
本实施例中，多人一单方案或多人多单方案对应的第一个标的信息校验通过时，即可将其发送给前端，前端提供操作界面，用户可以在操作界面上对多人一单方案或多人多单方案对应的第一个标的信息进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单。
步骤S4，在所有标的信息校验通过时，对标的清单进行缓存；
其中，在标的清单上的所有标的信息校验通过时，将校验后的标的清单上传至影像空间进行缓存。对标的清单进行缓存的好处在于，若标的清单上的标的信息的数据量较大时，可暂时将其存储在影像空间，以便于后续的处 理。
步骤S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
其中，前端对多人一单方案对应的第一个标的信息及对多人多单方案对应的第一个标的信息进行报价及申请投保的操作与标的清单上的其他标的信息的校验、在多人一单方案对应的投保单上补充标的信息、在多人多单方案对应的投保单之后插入标的信息的操作，这两种操作异步进行，可以提高录单效率。对于多人多单方案，投保单承保后生成其它保单，并进行打印；对于多人一单方案，根据每个标的信息打印凭证。
本实施例根据具体的业务场景设计多人一单及多人多单的录单方式，在录单时，选择相应的方案，并将标的清单上传至系统中，然后就可以报价及申请投保，操作快捷简便，整个录单过程花费较少时间，大约花费1分钟左右。
与现有技术相比，本实施例根据具体的业务场景设计多人一单及多人多单的录单方式，在对批量标的投保方案进行录单时，通过上传标的清单，及根据用户选择的保险产品获取多人一单方案及多人多单方案，即可以报价、投保等，完成录单，不需要录单员一张张进行录单，大大的提高录单效率。另外，通过多人一单方案及多人多单方案，避免数据库后台产生大量冗余数据，减轻系统负担。
在一优选的实施例中，在上述图1的实施例的基础上，所述录单系统10被所述处理器12执行实现步骤S5时，具体包括：
S51，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
S52，基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
本实施例中，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表，即每一标的信息对应一条记录，每条记录均可以直接使用，例如在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息时，可以直接将这些标的信息对应的记录补充至投保单上，及在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，可以直接将这些标的信息对应的记录插入至投保单上，进一步提高录单效率。
在一优选的实施例中，在上述实施例的基础上，所述录单系统被所述处理器执行实现步骤S52时，具体包括：
判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关。其中，一些定额类型的保险(例如团体或统一类型类的保险)，这种类型的保险保费的计算与标的信息无关；一些与年龄有关的保险(例如重疾保险等)，这种类型的保险保费的计算与标的信息有关。
若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。其中，保费的计算与待补充的标的信息有关，需将标的信息发送给前端，供前端进行报价及申请投保。
另外，在进行保费计算处理，后台异步承保。对于多人多单方案，投保单承保后生成其它保单，并进行打印；对于多人一单方案，根据每个标的信息打印凭证。
在一优选的实施例中，在上述实施例的基础上，所述录单系统被所述处理器执行实现时，还包括：若有标的清单中的标的信息校验未通过时，生成 校验未通过的标的信息对应的错误清单，将所述错误清单返回给前端，以进行检查。
本实施例中，校验通过的标的信息可上传到影像空间，校验失败的标的信息，生成对应的EXCEL清单，该EXCEL清单中包含每条标的信息对应的错误信息，将其返回给前端，供内勤进行校验处理。
如图2所示，图2为本申请录单方法一实施例的流程示意图，该录单方法包括以下步骤：
步骤S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
其中，用户选择所需的保险产品，具体地，可以调出预存的保险产品列表，保险产品列表中包括当前所有可以投保的保险产品，用户从保险产品列表中选择所需的保险产品。
其中，多人多单方案指的是针对每个标的需要单独保单的场景，每个用户的每一种保险产品对应一张保单；多人一单方案指的是每个标的不要求单独保单，只需要保险凭证的场景，多个用户的多个保险产品对应一张保单。用户选择的保险产品中包括这两种场景对应的保险产品。
其中，用户预先提供标的清单，并将标的清单上传至系统中，标的清单中包括多个标的信息，该标的清单例如为excel格式的标的清单。本实施例标的信息的数量的最大值是可配置的，例如配置标的信息的数量的最大值为10000。
其中，如果标的清单中的标的信息是适用于多人一单方案的，则该标的信息按照多人一单方案的出单模板中的格式进行整理，例如对该标的信息中的保费及起保时间等按照一多人一单方案的出单模板中的格式进行整理，其中，多人一单方案的出单模板中，保费的格式为****.**，起保时间的格式为****-**-**；如果标的清单中的标的信息是适用于多人多单方案的，则该标的信息按照多人多单方案的出单模板中的格式进行整理。
步骤S2，对整理后的标的清单中的标的信息进行校验；
优选地，对整理后的标的清单中的标的信息进行校验包括：对整理后的标的清单进行病毒扫描，在扫描后未发现病毒的情况下，对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证，例如对起保时间进行验证，以验证其格式是否正确(例如，若起保时间的格式为****-**-**，则正确；若起保时间的格式为**.**.**，则不正确)。
步骤S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
本实施例中，多人一单方案或多人多单方案对应的第一个标的信息校验通过时，即可将其发送给前端，前端提供操作界面，用户可以在操作界面上对多人一单方案或多人多单方案对应的第一个标的信息进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单。
步骤S4，在所有标的信息校验通过时，对标的清单进行缓存；
其中，在标的清单上的所有标的信息校验通过时，将校验后的标的清单上传至影像空间进行缓存。
步骤S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
其中，前端对多人一单方案对应的第一个标的信息及对多人多单方案对应的第一个标的信息进行报价及申请投保的操作与标的清单上的其他标的信息的校验、在多人一单方案对应的投保单上补充标的信息、在多人多单方案对应的投保单之后插入标的信息的操作，这两种操作异步进行，可以提高录单效率。对于多人多单方案，投保单承保后生成其它保单，并进行打印；对于多人一单方案，根据每个标的信息打印凭证。
本实施例根据具体的业务场景设计多人一单及多人多单的录单方式，在录单时，选择相应的方案，并将标的清单上传至系统中，然后就可以报价及 申请投保，操作快捷简便，整个录单过程花费较少时间，大约花费1分钟左右。
与现有技术相比，本实施例根据具体的业务场景设计多人一单及多人多单的录单方式，在对批量标的投保方案进行录单时，通过上传标的清单，及根据用户选择的保险产品获取多人一单方案及多人多单方案，即可以报价、投保等，完成录单，不需要录单员一张张进行录单，大大的提高录单效率。另外，通过多人一单方案及多人多单方案，避免数据库后台产生大量冗余数据，减轻系统负担。
在一优选的实施例中，如图3所示，在上述图2的实施例的基础上，所述步骤S5包括：
S51，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
S52，基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
本实施例中，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表，即每一标的信息对应一条记录，每条记录均可以直接使用，例如在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息时，可以直接将这些标的信息对应的记录补充至投保单上，及在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，可以直接将这些标的信息对应的记录插入至投保单上，进一步提高录单效率。
在一优选的实施例中，在上述实施例的基础上，所述步骤S52包括：
判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关。其中，一些定额类型的保险(例如团体或统一类型类的保险)，这种类型的保险保费的计算与标的信息无关；一些与年龄有关的保险(例如重疾保险等)，这种类型的保险保费的计算与标的信息有关。
若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无 关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。其中，保费的计算与待补充的标的信息有关，需将标的信息发送给前端，供前端进行报价及申请投保。
另外，在进行保费计算处理，后台异步承保。对于多人多单方案，投保单承保后生成其它保单，并进行打印；对于多人一单方案，根据每个标的信息打印凭证。
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录单系统，所述录单系统被处理器执行时实现上述的录单方法的步骤。
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，空调器，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他相关的技术领域，均同理包括在本申请的专利保护范围内。

Claims (20)

  1. 一种录单装置，其特征在于，所述录单装置包括：存储器、处理器及存储在所述存储器上并可在所述处理器上运行的录单系统，所述录单系统被所述处理器执行时实现以下步骤：
    S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
    S2，对整理后的标的清单中的标的信息进行校验；
    S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
    S4，在所有标的信息校验通过时，对标的清单进行缓存；
    S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  2. 如权利要求1所述的录单装置，其特征在于，所述录单系统被所述处理器执行实现步骤S5时，具体包括：
    S51，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
    S52，基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保 单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  3. 如权利要求2所述的录单装置，其特征在于，所述录单系统被所述处理器执行实现步骤S52时，具体包括：
    判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关；
    若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单；
    若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
  4. 如权利要求1所述的录单装置，其特征在于，所述录单系统被所述处理器执行实现时，还实现以下步骤：
    若有标的清单中的标的信息校验未通过时，生成校验未通过的标的信息对应的错误清单，将所述错误清单返回给前端，以进行检查。
  5. 如权利要求1至4任一项所述的录单装置，其特征在于，所述步骤S2包括：
    对整理后的标的清单进行病毒扫描，以及对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证。
  6. 一种录单方法，其特征在于，所述录单方法包括：
    S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
    S2，对整理后的标的清单中的标的信息进行校验；
    S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
    S4，在所有标的信息校验通过时，对标的清单进行缓存；
    S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  7. 如权利要求6所述的录单方法，其特征在于，所述步骤S5包括：
    S51，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
    S52，基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  8. 如权利要求7所述的录单方法，其特征在于，所述步骤S52包括：
    判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关；
    若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单；
    若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
  9. 如权利要求6所述的录单方法，其特征在于，所述步骤S2之后还包括：
    若有标的清单中的标的信息校验未通过时，生成校验未通过的标的信息对应的错误清单，将所述错误清单返回给前端，以进行检查。
  10. 如权利要求6至9任一项所述的录单方法，其特征在于，所述步骤S2包括：
    对整理后的标的清单进行病毒扫描，以及对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证。
  11. 一种录单系统，其特征在于，所述录单系统包括：
    获取模块，用于获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
    校验模块，用于对整理后的标的清单中的标的信息进行校验；
    发送模块，用于在所述多人一单方案对应的第一个标的信息校验通过 时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
    缓存模块，用于在所有标的信息校验通过时，对标的清单进行缓存；
    出单处理模块，用于基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  12. 如权利要求11所述的录单系统，其特征在于，所述出单处理模块具体包括：
    解析单元，用于对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
    出单处理单元，用于基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  13. 如权利要求12所述的录单系统，其特征在于，所述出单处理单元具体用于，判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关；若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单；若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进 行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
  14. 如权利要求11所述的录单系统，其特征在于，所述录单系统，还包括：
    生成模块，用于若有标的清单中的标的信息校验未通过时，生成校验未通过的标的信息对应的错误清单，将所述错误清单返回给前端，以进行检查。
  15. 如权利要求11至14所述的录单系统，其特征在于，所述校验模块，具体用于对整理后的标的清单进行病毒扫描，以及对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证。
  16. 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上存储有录单系统，所述录单系统被处理器执行时实现步骤：
    S1，获取用户选择的保险产品，基于选择的保险产品获取多人一单方案的出单模板及多人多单方案的出单模板，下载预先上传的标的清单，并按照所述多人一单方案的出单模板及多人多单方案的出单模板中的格式整理标的清单中对应的标的信息；
    S2，对整理后的标的清单中的标的信息进行校验；
    S3，在所述多人一单方案对应的第一个标的信息校验通过时，将所述多人一单方案对应的第一个标的信息发送给前端，并在所述多人多单方案对应的第一个标的信息校验通过时，将所述多人多单方案对应的第一个标的信息发送给前端，供前端进行报价及申请投保，并生成多人一单方案对应的投保单以及多人多单方案对应的投保单；
    S4，在所有标的信息校验通过时，对标的清单进行缓存；
    S5，基于缓存的标的清单在多人一单方案对应的投保单上补充多人一单 方案对应的其他标的信息，及基于缓存的标的清单在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  17. 如权利要求16所述的计算机可读存储介质，其特征在于，所述步骤S5包括：
    S51，对缓存的标的清单进行解析，并将解析后的标的清单生成记录列表；
    S52，基于所述记录列表在多人一单方案对应的投保单上补充多人一单方案对应的其他标的信息，及基于所述记录列表在多人多单方案对应的投保单之后插入多人多单方案对应的其他标的信息，并生成所插入的标的信息对应的投保单，以进行出单。
  18. 如权利要求17所述的计算机可读存储介质，其特征在于，所述步骤S52包括：
    判断保费的计算与所述记录列表中的待补充的标的信息或待插入的标的信息是否有关；
    若保费的计算与待补充的标的信息无关，则在多人一单方案对应的投保单上补充所述待补充的标的信息，及若保费的计算与待插入的标的信息无关，则在多人多单方案对应的投保单之后插入所述待插入的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单；
    若保费的计算与待补充的标的信息有关，则对有关的标的信息进行报价处理，在多人一单方案对应的投保单上补充进行报价处理后的标的信息，及若保费的计算与待插入的标的信息有关，则在多人多单方案对应的投保单之后插入进行报价处理后的标的信息，并生成所插入的标的信息对应的投保单，对所有的投保单进行保费计算处理，以进行打印并出单。
  19. 如权利要求16所述的计算机可读存储介质，其特征在于，所述步骤S2之后还包括：
    若有标的清单中的标的信息校验未通过时，生成校验未通过的标的信息对应的错误清单，将所述错误清单返回给前端，以进行检查。
  20. 如权利要求16至19任一项所述的计算机可读存储介质，其特征在于，所述步骤S2包括：
    对整理后的标的清单进行病毒扫描，以及对扫描后的标的清单的标的信息中的每条记录中的字段数据进行验证。
PCT/CN2018/077641 2017-06-12 2018-02-28 录单装置、方法、系统及计算机可读存储介质 Ceased WO2018228002A1 (zh)

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