WO2019041822A1 - Intelligent salesman code generation method, apparatus and device, and storage medium - Google Patents

Intelligent salesman code generation method, apparatus and device, and storage medium Download PDF

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Publication number
WO2019041822A1
WO2019041822A1 PCT/CN2018/082899 CN2018082899W WO2019041822A1 WO 2019041822 A1 WO2019041822 A1 WO 2019041822A1 CN 2018082899 W CN2018082899 W CN 2018082899W WO 2019041822 A1 WO2019041822 A1 WO 2019041822A1
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WO
WIPO (PCT)
Prior art keywords
salesperson
code
information
salesman
institution
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PCT/CN2018/082899
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French (fr)
Chinese (zh)
Inventor
王彦
蔡建荣
Original Assignee
平安科技(深圳)有限公司
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Publication of WO2019041822A1 publication Critical patent/WO2019041822A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/903Querying
    • G06F16/90335Query processing
    • G06F16/90344Query processing by using string matching techniques
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/903Querying
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance

Definitions

  • the present application relates to the field of number generation technology, and in particular, to a method, an apparatus, a device, and a storage medium for generating a smart code for a salesperson.
  • a life insurance salesperson sells an old-age insurance product
  • it is a manual generation of an old-age insurance salesman code, and sets the attribution institution information before it can be issued. That is to say, when the life insurance salesman sells the old-age insurance products, the manual calculation and the old-age insurance salesman code are manually calculated according to the coding rules set by the head office, so that the manual calculation process is not only inefficient, error-prone, and cannot be real-time.
  • the uniqueness of the proofreading pension insurance salesman code is to be used.
  • the purpose of the present application is to provide a method, an apparatus, a device and a storage medium for intelligent generation of a salesperson code, which are intended to solve the problem of selling insurance products in an inter-departmental manner in the prior art.
  • a salesperson code intelligent generation method comprising the following steps:
  • the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
  • a salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • a salesperson coded intelligent generating device wherein the salesperson coded intelligent generating device comprises:
  • the obtaining module is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least The department information of the salesperson, the original code of the salesman, the name of the salesperson, and the contact number of the salesperson;
  • a generating module configured to generate a salesperson unique code corresponding to the entered salesperson information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • a salesperson coded intelligent generation device wherein the salesperson coded intelligent generation device includes a processor, a memory, and a communication bus;
  • the communication bus is used to implement connection communication between a processor and a memory
  • the processor is configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
  • the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
  • a salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • a storage medium wherein the storage medium stores one or more programs, the one or more programs being executable by one or more processors to implement the steps of the salesperson coded intelligent generation method.
  • the clerk code intelligent generation method, device, device and storage medium provided by the application do not need to obtain the clerk code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the aging of the business bill, and generate the clerk.
  • the unique performance of the unique code is verified in real time to ensure it becomes the unique identifier under the insurance business architecture.
  • FIG. 1 is a flowchart of a preferred embodiment of a method for generating a salesman code according to the present application.
  • FIG. 2 is a flowchart of step S100 in the first embodiment of the clerk code intelligent generation method according to the present application.
  • FIG. 3 is a flowchart of step S200 in the first embodiment of the clerk code intelligent generation method according to the present application.
  • FIG. 4 is a schematic diagram of a running environment of a preferred embodiment of a salesperson code intelligent generation program according to the present application.
  • FIG. 5 is a functional block diagram of a preferred embodiment of the salesperson code intelligent generation program according to the present application.
  • the present application provides a method, an apparatus, a device, and a storage medium for generating an intelligent code for a salesperson.
  • FIG. 1 is a flowchart of a preferred embodiment of a salesperson code intelligent generation method according to the present application.
  • the clerk code intelligent generation method includes the following steps:
  • Step S100 Obtain the salesperson information corresponding to the login account, and the selected insurance type to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the salesperson Subordinate department information, salesman original code, salesperson name, salesperson contact number.
  • the insurance salesperson sells the insurance products across departments (for example, when the life insurance salesperson sells the pension insurance products), the insurance sales system is entered by entering the user name and password (for example, by using the mobile APP, or by the computer on the web side). Log in, they can be collectively referred to as the sales front end for the insurance salesman), and the insurance type to be insured is selected in the insurance policy entry interface of the insurance sales system. At this time, the insurance sales system will have the insurance salesperson corresponding to the insurance type to be insured.
  • the clerk's unique number is verified (that is, whether the clerk has the sales qualification of the insurance type, that is, whether the insurance clerk's clerk's original code is filled in the insurance policy, whether it can be verified by the bill, if the insurance business If the employee sells insurance products across departments, the original code of the salesperson cannot be verified by the bill. If the insurance salesperson is the insurance product sold by the department, the original code of the salesperson can be verified by the bill.
  • the generation of the salesperson's unique number is generated based on the original code of the salesperson according to certain rules. Therefore, the insurance sales system life insurance first obtains the salesperson information, and at least the salesperson's department information and the salesman's original code are included in the salesperson information. , salesperson name, salesperson contact number.
  • the corresponding secondary institution code is obtained by querying the salesperson information database according to the salesperson original code in the salesperson information or the department information of the salesperson.
  • the secondary institution code corresponds to 34 provincial administrative regions, that is, the secondary institution code is one of the integer numbers 01 to 34. That is, according to the original code of the salesperson or the department information of the salesperson, the corresponding business area of the insurance salesperson can be queried correspondingly, and further coded according to the business supervisor area of the insurance salesperson to ensure the uniqueness of the code.
  • Step S200 Generate, according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string, a salesperson unique code corresponding to the entered salesperson information.
  • the first identifier character for shortly remembering the insured species can be separately obtained (for example, the character G is an abbreviation of the group insurance group in the property insurance), and the intermediate identifier for marking whether the transcoding has been successfully transcoded (for example, indicating that the transcoding is successful)
  • the identifier Y is a shorthand for Yes, indicating that the transcoding unsuccessful identifier N is a shorthand for No), and is used to encode the tail identification string of the employee number according to a random algorithm (the tail identification string is at least 2 characters, preferably It is a character that includes 6 or more characters, so as to satisfy the coding requirements of a large number of different salesmen, and avoids the occurrence of code duplication in the process of encoding), and then the first identification character, the secondary organization code, the intermediate identifier, and the tail identifier.
  • a string can generate a salesperson unique code corresponding to the entered salesperson information. Each insurance salesperson can obtain a unique clerk's unique code that can be verified by the billing when
  • the step S100 includes:
  • Step S101 Obtain the salesperson information corresponding to the login account, and obtain the insurance to be insured selected in the application form of the insurance policy; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, Salesperson contact number.
  • the salesperson information corresponding to the login account is directly fed back.
  • the insurance salesperson can directly select the insurance to be insured on the interface of the sales front end (the insurance type selected on the front end of the sales front is optional insurance products, and is not limited to the insurance products limited by the department).
  • the insurance salesperson can sell the insurance products across departments, which is more convenient for the user than the insurance salesman in the prior art can only sell the insurance products in the department.
  • Step S102 Determine whether there is a name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database.
  • the salesperson information is acquired in step S101, it is necessary to query the business supervisory area in the salesperson information database based on the salesperson information.
  • the obtained salesperson information is as follows: the name of the salesperson - Zhang San, the contact number of the salesperson - 133XXXXXXX, the information of the department of the salesperson - the sales department of the XX insurance department of the business department of Shenzhen XX Road, the salesman Original code - 1YYYYYYYYY.
  • a matching search is performed in the salesperson information database to determine whether there is an incumbent salesperson corresponding commissioner institution name corresponding to the salesman's original code 1YYYYYYYY. More specifically, the area identification bit (for example, the third digit in the original code of the salesperson) used in the original code of the salesperson to define the area of the salesperson is directly obtained, and the in-service salesperson is directly obtained according to the area identification bit.
  • the commissioner for example, Shenzhen YY Insurance Sales Headquarters).
  • Step S103 When the name of the incumbent salesperson corresponding to the commissioner institution corresponding to the salesperson information exists in the salesperson information database, the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained.
  • the name of the incumbent salesperson corresponding to the commissioner institution corresponding to the salesperson information in the salesperson information database indicates that the name of the corresponding commissioner of the incumbent salesperson who is in charge of the insurance salesperson's insurance is matched. Since the name of the incumbent salesperson corresponding commissioner institution-secondary institution code correspondence table is pre-stored in the salesperson information database, the name corresponding to the incumbent salesperson corresponding commissioner institution and the name of the incumbent salesperson corresponding commissioner institution-secondary institution code The table can accurately obtain the corresponding secondary institution code.
  • step S100 the method further includes:
  • Step S104 When there is no name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database, the prompt of not querying the name of the commissioner institution is performed.
  • the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information does not exist in the salesperson information database, it indicates that the salesperson information is not timely and is correspondingly bound to the incumbent salesperson corresponding commissioner institution name.
  • the sales clerk is promptly reminded by the sales front end, and the background server is notified to timely handle the abnormal situation.
  • the abnormality of the server's timely processing of the clerk's information is not timely and corresponding to the name of the corresponding clerk's corresponding commissioner organization, and the following process may be adopted: sending the clerk information to the background server and the name of the corresponding commissioner of the incumbent salesperson Notification information for binding relationships.
  • the step S200 includes:
  • step S201 the first identifier is set to G, the intermediate identifier is set to Y, and the tail identification string is set to the first three-character string and the last three-digit string.
  • step S201 the first identifier is set to G (G is a short for Group) in the background server, the intermediate identifier is set to Y (Y is short for Yes), and the tail identification string is set to the first three digits. String, and the last three digits.
  • a string of 6 characters can satisfy at least one million encoding requirements, that is, a 6-bit string consisting of pure numbers can satisfy millions of encoding requirements, if at least one alphabetic character is mixed in it, the number of encodings More.
  • the first three-digit string is composed of three digits
  • the last three-digit string is a random number composed of numbers and/or letters.
  • Step S202 serially connecting the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string to generate a salesperson unique code corresponding to the entered salesperson information.
  • the first identifier G in order to generate a unique code of the salesperson, the first identifier G may be placed in the first place, followed by the secondary institution code, the intermediate identifier Y, the first three digits, and the last three characters to form a salesman. Unique code.
  • the concatenation order of the first identifier G, the secondary organization code, the intermediate identifier Y, the first three digit strings, and the last three digit strings may be arbitrarily replaced.
  • first identifier G can only be placed in the first place, in addition to the secondary organization code, the intermediate identifier Y, and the tail identification string, there are five other serial sequences, which are respectively recorded as: (1) first place Identifier G, secondary organization code, tail identification string (including the first three digits and the last three digits), intermediate identifier Y; (2) first identifier G, intermediate identifier Y, secondary organization code , the tail identification string (including the first three-digit string and the last three-digit string); (3) the first identifier G, the intermediate identifier Y, the tail identification string (including the first three-digit string and the last three-digit string ), the secondary institution code; (4) the first identifier G, the tail identification string (including the first three digits and the last three digits), the secondary institution code, the intermediate identifier Y; (5) the first identifier G, tail identification string (including the first three digits and the last three digits), intermediate identifier Y, secondary organization code.
  • step S203 the salesperson unique code is automatically filled into the corresponding area of the policy entry interface.
  • the salesperson unique code when the salesperson unique code is generated, it is automatically filled into the corresponding area of the insurance policy entry interface to complete the filling of the policy mandatory item. Only the clerk's unique code is automatically entered in the application form, and the clerk's unique code can be verified by submitting the policy to complete the insurance clerk to upload the insurance policy, so that no need to manually calculate the clerk code, reduce The inaccuracy of manual confirmation and the timeliness of guaranteeing the business.
  • the method further includes:
  • Step S300 When the insurance policy payment success instruction corresponding to the salesperson unique code is detected, the service data corresponding to the insurance policy is stored in the data storage area corresponding to the salesperson unique code.
  • the policy output according to the salesperson unique code is received by the applicant and the payment is successful
  • the policy of successful payment of the policy is detected.
  • the business data can be stored in the data storage area corresponding to the unique code of the salesperson, so that the performance of the insurance salesperson can be accurately counted.
  • the application does not need to obtain the salesman code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the timeliness of the business billing, and the unique performance of the generated salesperson unique code is verified in real time to ensure that it becomes an insurance business structure.
  • the unique identifier
  • the present application further provides a salesperson coded intelligent generating device, where the salesperson coded intelligent generating device includes:
  • the obtaining module is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least The department information of the salesperson, the original code of the salesman, the name of the salesperson, and the contact number of the salesperson;
  • a generating module configured to generate a salesperson unique code corresponding to the entered salesperson information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • the obtaining module includes:
  • the obtaining unit is configured to obtain the salesperson information corresponding to the login account, and obtain the insurance to be insured selected in the insurance policy entry interface; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, and the salesperson Name, salesperson contact number;
  • a judging unit configured to determine whether the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database
  • the obtaining unit is further configured to: when the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, obtain the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution.
  • the generating module includes:
  • a setting unit configured to set a first identifier to G, an intermediate identifier to Y, and a tail identification string to a first three-character string and a last three-digit string;
  • a generating unit configured to serially connect the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string to generate a salesperson corresponding to the entered salesperson information Unique code
  • the filling unit is configured to automatically fill the corresponding code of the salesperson to the corresponding area of the policy entry interface.
  • the first three-digit string is composed of three digits
  • the last three-digit string is a random number composed of numbers and/or letters.
  • the salesperson code intelligent generating device further includes:
  • a storage module configured to: when the insurance policy payment success instruction corresponding to the salesperson unique code is detected, store the business data corresponding to the insurance policy to the data storage area corresponding to the salesperson unique code.
  • the present application further provides a clerk code intelligent generation device.
  • the salesperson coded intelligent generation device includes a processor 11, a memory 12, and a communication bus;
  • the communication bus is used to implement connection communication between a processor and a memory
  • the processor is configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
  • the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
  • a salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • the salesperson code intelligent generation program 10 is installed and runs in the electronic device 1.
  • the electronic device 1 may be a computing device such as a desktop computer, a notebook, a palmtop computer, or a server.
  • the electronic device 1 may include, but is not limited to, a memory 11, a processor 12, and a display 13.
  • Figure 4 shows only the electronic device 1 with components 11-13, 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 may be an internal storage unit of the electronic device 1, such as a hard disk or memory of the electronic device 1, in some embodiments.
  • the memory 11 may also be an external storage device of the electronic device 1 in other embodiments, such as a plug-in hard disk equipped on the electronic device 1, a smart memory card (Smart Media Card, SMC), Secure Digital (SD) card, flash card (Flash) Card) and so on.
  • the memory 11 may also include both an internal storage unit of the electronic device 1 and an external storage device.
  • the memory 11 is configured to store application software and various types of data installed in the electronic device 1, such as program codes of the salesperson code intelligent generation program 10.
  • the memory 11 can also be used to temporarily store data that has been output or is about to be output.
  • the processor 12 may be a central processing unit (Central Processing Unit) in some embodiments.
  • the display 13 may be an LED display, a liquid crystal display, a touch liquid crystal display, and an OLED (Organic) in some embodiments. Light-Emitting Diode, organic light emitting diodes), etc.
  • the display 13 is used to display information processed in the electronic device 1 and a user interface for displaying visualization, such as an application menu interface, an application icon interface, and the like.
  • the components 11-13 of the electronic device 1 communicate with one another via a system bus.
  • FIG. 5 is a functional block diagram of a preferred embodiment of the security agent code generation program 10 of the present application.
  • the clerk code intelligent generation program 10 may be divided into one or more modules, and the one or more modules are stored in the memory 11 and are composed of one or more
  • the processor (this embodiment is the processor 12) is executed to complete the application.
  • the described salesperson code intelligent generation program 10 can be divided into a secondary institution code acquisition module 21 and a salesperson unique code generation module 22.
  • a module referred to in the present application refers to a series of computer program instruction segments capable of performing a specific function, and is more suitable than the program to describe the execution process of the salesperson code intelligent generation program 10 in the electronic device 1. The following description will specifically describe the functions of the modules 21-22.
  • the secondary organization code obtaining module 21 is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information;
  • the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact number of the salesperson;
  • the clerk unique code generation module 22 is configured to generate a clerk unique code corresponding to the entered clerk information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
  • the salesperson information corresponding to the login account and the selected insurance to be insured are queried according to the salesperson information in the salesperson information database to obtain the corresponding secondary level.
  • the steps of the organization code include:
  • the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact of the salesperson. number;
  • the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained; for the specific implementation, please refer to the method embodiment, and no longer Narration.
  • the generating a unique clerk code corresponding to the entered clerk information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string The steps include:
  • the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string are serially connected to generate a salesperson unique code corresponding to the entered salesperson information;
  • the singer's unique code is automatically filled in the corresponding area of the application form.
  • the singer's unique code is automatically filled in the corresponding area of the application form.
  • the first three digits are composed of three digits, and the last three digits are random numbers composed of numbers and/or letters; The embodiment is not described here.
  • the present application further provides a storage medium (ie, a computer readable storage medium, the computer readable storage medium is stored in the memory).
  • the storage medium stores one or more programs, which may be executed by one or more processors to implement the steps of the above described clerk code intelligent generation method.
  • the clerk code intelligent generation method, device, device and storage medium provided by the present application do not need to obtain the clerk code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the aging of the business bill, and generate the generated
  • the unique performance of the clerk's unique code is verified in real time, ensuring that it becomes the unique identifier under the insurance business architecture.

Abstract

The present application provides an intelligent salesman code generation method, apparatus and device, and a storage medium. The method comprises: obtaining salesman information corresponding to a login account, and a selected type of insurance to be purchased, and querying a salesman information database according to the salesman information to obtain a corresponding secondary institution code, wherein the salesman information comprises at least information about a department to which a salesman belongs, an original salesman code, a salesman name, and a salesman contact number; and generating a unique salesman code corresponding to the entered salesman information according to a first identification character, the secondary institution code, an intermediate identifier, and a tail identification character string. According to the present application, a salesman code can be obtained without manual calculation, so that the inaccuracy caused by manual confirmation is reduced, and the service order issuing timeliness is ensured. Moreover, the uniqueness of the generated unique salesman code can be checked in real time, thereby ensuring that the unique salesman code becomes a unique identification code under insurance service architecture.

Description

一种业务员编码智能生成方法、装置、设备及存储介质  Method, device, device and storage medium for intelligent generation of salesperson code
本申请要求于2017年8月28日提交中国专利局、申请号为201710751334.6、发明名称为“一种业务员编码智能生成方法、设备及存储介质”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。This application claims the priority of the Chinese patent application filed on August 28, 2017, the Chinese Patent Office, the application number is 201710751334.6, and the invention name is “a method for intelligent generation of salesperson codes, equipment and storage media”. The citation is incorporated in the application.
技术领域Technical field
本申请涉及编号生成技术领域,尤其涉及一种业务员编码智能生成方法、装置、设备及存储介质。The present application relates to the field of number generation technology, and in particular, to a method, an apparatus, a device, and a storage medium for generating a smart code for a salesperson.
背景技术Background technique
目前,当寿险业务员销售养老险产品时,都是人工的生成养老险业务员代码,并设定归属机构信息,才能够出单。也即寿险业务员在销售养老险产品在出单时,是根据总公司定下来的编码规则来人工计算并得到养老险业务员代码,这样人工计算的过程不仅效率低下,容易出错,而且不能实时校对养老险业务员代码的唯一性。 At present, when a life insurance salesperson sells an old-age insurance product, it is a manual generation of an old-age insurance salesman code, and sets the attribution institution information before it can be issued. That is to say, when the life insurance salesman sells the old-age insurance products, the manual calculation and the old-age insurance salesman code are manually calculated according to the coding rules set by the head office, so that the manual calculation process is not only inefficient, error-prone, and cannot be real-time. The uniqueness of the proofreading pension insurance salesman code.
因此,现有技术还有待于改进和发展。Therefore, the prior art has yet to be improved and developed.
发明内容Summary of the invention
鉴于上述现有技术的不足之处,本申请的目的在于提供一种业务员编码智能生成方法、装置、设备及存储介质,旨在解决现有技术中跨部门销售保险产品时,是通过人工计算得到临时的养老险业务员代码以供出单,导致效率低下,容易出错,而且不能实时校对养老险业务员代码的唯一性的问题。In view of the above-mentioned deficiencies of the prior art, the purpose of the present application is to provide a method, an apparatus, a device and a storage medium for intelligent generation of a salesperson code, which are intended to solve the problem of selling insurance products in an inter-departmental manner in the prior art. Obtaining a temporary pension clerk code for billing, resulting in inefficiency, error-prone, and the inability to proofread the uniqueness of the pension clerk's code in real time.
为了达到上述目的,本申请采取了以下技术方案:In order to achieve the above objectives, the present application adopts the following technical solutions:
一种业务员编码智能生成方法,其中,所述方法包括以下步骤:A salesperson code intelligent generation method, wherein the method comprises the following steps:
获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account and the selected insurance type to be insured, and querying the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。A salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
一种业务员编码智能生成装置,其中,所述业务员编码智能生成装置包括:A salesperson coded intelligent generating device, wherein the salesperson coded intelligent generating device comprises:
获取模块,用于获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The obtaining module is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least The department information of the salesperson, the original code of the salesman, the name of the salesperson, and the contact number of the salesperson;
生成模块,用于根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。And a generating module, configured to generate a salesperson unique code corresponding to the entered salesperson information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
一种业务员编码智能生成设备,其中,所述业务员编码智能生成设备包括处理器、存储器及通信总线;A salesperson coded intelligent generation device, wherein the salesperson coded intelligent generation device includes a processor, a memory, and a communication bus;
所述通信总线用于实现处理器和存储器之间的连接通信;The communication bus is used to implement connection communication between a processor and a memory;
所述处理器用于执行存储器中存储的业务员编码智能生成程序,以实现以下步骤:The processor is configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account and the selected insurance type to be insured, and querying the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。A salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
一种存储介质,其中,所述存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现所述业务员编码智能生成方法的步骤。A storage medium, wherein the storage medium stores one or more programs, the one or more programs being executable by one or more processors to implement the steps of the salesperson coded intelligent generation method.
有益效果:本申请提供的业务员编码智能生成方法、装置、设备及存储介质,无需通过人工计算来得到业务员编码,减少人工确认的不准确、保证业务出单时效,而且所生成的业务员唯一编码的唯一性能进行实时校验,确保其成为保险业务架构下的唯一的识别码。Advantageous Effects: The clerk code intelligent generation method, device, device and storage medium provided by the application do not need to obtain the clerk code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the aging of the business bill, and generate the clerk. The unique performance of the unique code is verified in real time to ensure it becomes the unique identifier under the insurance business architecture.
附图说明DRAWINGS
图1为本申请所述的业务员编码智能生成方法较佳实施例的流程图。 FIG. 1 is a flowchart of a preferred embodiment of a method for generating a salesman code according to the present application.
图2为本申请所述的业务员编码智能生成方法第一具体实施例中步骤S100的流程图。FIG. 2 is a flowchart of step S100 in the first embodiment of the clerk code intelligent generation method according to the present application.
图3为本申请所述的业务员编码智能生成方法第一具体实施例中步骤S200的流程图。FIG. 3 is a flowchart of step S200 in the first embodiment of the clerk code intelligent generation method according to the present application.
图4为本申请所述的业务员编码智能生成程序较佳实施例的运行环境示意图。FIG. 4 is a schematic diagram of a running environment of a preferred embodiment of a salesperson code intelligent generation program according to the present application.
图5为本申请所述的业务员编码智能生成程序较佳实施例的功能模块图。FIG. 5 is a functional block diagram of a preferred embodiment of the salesperson code intelligent generation program according to the present application.
具体实施方式Detailed ways
本申请提供一种业务员编码智能生成方法、装置、设备及存储介质,为使本申请的目的、技术方案及效果更加清楚、明确,以下参照附图并举实施例对本申请进一步详细说明。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。The present application provides a method, an apparatus, a device, and a storage medium for generating an intelligent code for a salesperson. In order to make the objects, technical solutions, and effects of the present application more clear and clear, the present application will be further described in detail below with reference to the accompanying drawings. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.
请参阅图1,是本申请所述的业务员编码智能生成方法较佳实施例的流程图。如图1所示,所述业务员编码智能生成方法,包括以下步骤:Please refer to FIG. 1 , which is a flowchart of a preferred embodiment of a salesperson code intelligent generation method according to the present application. As shown in FIG. 1, the clerk code intelligent generation method includes the following steps:
步骤S100、获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码。Step S100: Obtain the salesperson information corresponding to the login account, and the selected insurance type to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the salesperson Subordinate department information, salesman original code, salesperson name, salesperson contact number.
本实施中,当保险业务员在跨部门销售保险产品时(例如寿险业务员销养老险产品时),通过输入用户名和密码登录保险销售系统(例如通过手机APP登录、或是通过电脑在Web端登录,可将其统称为面向保险业务员的销售前端),在保险销售系统的投保单录入界面选定了待投保险种,此时保险销售系统会对该保险业务员是否具有与待投保险种对应的业务员唯一编号进行验证(也就是判断该业务员是否有待投保险种的销售资质,也就是将该保险业务员的业务员原始编码填入到投保单时是否能通过出单验证,如果保险业务员是跨部门销售保险产品则业务员原始编码无法通过出单验证,如果保险业务员是本部门销售保险产品则业务员原始编码能通过出单验证)。而业务员唯一编号的生成是基于业务员原始编码根据一定规则产生的,故此时保险销售系统寿险会先获取业务员信息,且在业务员信息中至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码。In this implementation, when the insurance salesperson sells the insurance products across departments (for example, when the life insurance salesperson sells the pension insurance products), the insurance sales system is entered by entering the user name and password (for example, by using the mobile APP, or by the computer on the web side). Log in, they can be collectively referred to as the sales front end for the insurance salesman), and the insurance type to be insured is selected in the insurance policy entry interface of the insurance sales system. At this time, the insurance sales system will have the insurance salesperson corresponding to the insurance type to be insured. The clerk's unique number is verified (that is, whether the clerk has the sales qualification of the insurance type, that is, whether the insurance clerk's clerk's original code is filled in the insurance policy, whether it can be verified by the bill, if the insurance business If the employee sells insurance products across departments, the original code of the salesperson cannot be verified by the bill. If the insurance salesperson is the insurance product sold by the department, the original code of the salesperson can be verified by the bill. The generation of the salesperson's unique number is generated based on the original code of the salesperson according to certain rules. Therefore, the insurance sales system life insurance first obtains the salesperson information, and at least the salesperson's department information and the salesman's original code are included in the salesperson information. , salesperson name, salesperson contact number.
在销售前端获取了业务员信息后,则根据业务员信息中的业务员原始编码或业务员所属部门信息在业务员信息数据库中查询获取对应的二级机构代码。具体的,二级机构代码对应34个省级行政区,也就是二级机构代码为01至34其中一个整数编号。也就是根据业务员原始编码或业务员所属部门信息,能够对应查询到该保险业务员所属业务主管区域,并根据该保险业务员所属业务主管区域来进一步编码,以确保编码的唯一性。After the salesperson information is obtained at the sales front end, the corresponding secondary institution code is obtained by querying the salesperson information database according to the salesperson original code in the salesperson information or the department information of the salesperson. Specifically, the secondary institution code corresponds to 34 provincial administrative regions, that is, the secondary institution code is one of the integer numbers 01 to 34. That is, according to the original code of the salesperson or the department information of the salesperson, the corresponding business area of the insurance salesperson can be queried correspondingly, and further coded according to the business supervisor area of the insurance salesperson to ensure the uniqueness of the code.
步骤S200、根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。Step S200: Generate, according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string, a salesperson unique code corresponding to the entered salesperson information.
本实施例中,当获取了与保险业务员对应的二级机构代码时,若仅仅以此来进行编码,不能实现业务员编码的唯一性,故需要在二级机构代码的基础上,结合其他字符或者字符串来形成唯一编码。因此,可以分别获取用于简记待投保险种的首位标识字符(例如字符G则是产险中团险Group的缩写),用于标记是否已成功转码的中间标识符(例如表示转码成功标识符Y为Yes的简写,表示转码未成功标识符N为No的简写),用于根据随机算法编码员工编号的尾部标识字符串(尾部标识字符串为包括至少2个字符,较佳的是包括6个及以上的字符,这样才能满足大量不同业务员的编码要求,避免在编码的过程中出现编码重复的情况),再由首位标识字符、二级机构代码、中间标识符、尾部标识字符串,就能生成与所录入的业务员信息相对应的业务员唯一编码。每个保险业务员在跨部门销售保险产品时,在登陆账号后都能及时的获取具有唯一性的、并能通过出单验证的业务员唯一编码。In this embodiment, when the secondary institution code corresponding to the insurance salesperson is acquired, if the coding is only performed by this, the uniqueness of the salesperson code cannot be realized, so it is necessary to combine other components on the basis of the secondary institution code. Characters or strings to form a unique encoding. Therefore, the first identifier character for shortly remembering the insured species can be separately obtained (for example, the character G is an abbreviation of the group insurance group in the property insurance), and the intermediate identifier for marking whether the transcoding has been successfully transcoded (for example, indicating that the transcoding is successful) The identifier Y is a shorthand for Yes, indicating that the transcoding unsuccessful identifier N is a shorthand for No), and is used to encode the tail identification string of the employee number according to a random algorithm (the tail identification string is at least 2 characters, preferably It is a character that includes 6 or more characters, so as to satisfy the coding requirements of a large number of different salesmen, and avoids the occurrence of code duplication in the process of encoding), and then the first identification character, the secondary organization code, the intermediate identifier, and the tail identifier. A string can generate a salesperson unique code corresponding to the entered salesperson information. Each insurance salesperson can obtain a unique clerk's unique code that can be verified by the billing when the account is sold in an inter-departmental manner.
优选的,如图2所示,作为所述业务员编码智能生成方法较佳实施例,所述步骤S100包括:Preferably, as shown in FIG. 2, as a preferred embodiment of the clerk coding intelligent generation method, the step S100 includes:
步骤S101、获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码。Step S101: Obtain the salesperson information corresponding to the login account, and obtain the insurance to be insured selected in the application form of the insurance policy; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, Salesperson contact number.
本实施例中,在销售前端登录账号,由后台服务器成功验证登录账号后,则直接反馈与登录账号对应的业务员信息。保险业务员此时可直接在销售前端的界面上选定待投保险种(在销售前端的界面上选定待投保险种是可任意选择保险产品,并不局限于本部门限定的保险产品)。通过这种非限制选择的方式,使得保险业务员能跨部门销售保险产品,这与现有技术中保险业务员只能本部门销售保险产品相比,更方便用户。In this embodiment, after the front-end login account is successfully sold, and the back-end server successfully verifies the login account, the salesperson information corresponding to the login account is directly fed back. At this time, the insurance salesperson can directly select the insurance to be insured on the interface of the sales front end (the insurance type selected on the front end of the sales front is optional insurance products, and is not limited to the insurance products limited by the department). Through this unrestricted selection method, the insurance salesperson can sell the insurance products across departments, which is more convenient for the user than the insurance salesman in the prior art can only sell the insurance products in the department.
步骤S102、判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称。Step S102: Determine whether there is a name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database.
由于在步骤S101中获取了业务员信息,则需要根据业务员信息在业务员信息数据库中查询业务主管区域。例如在步骤S101中,所得到的业务员信息如下:业务员姓名——张三,业务员联系号码——133XXXXXXXX,业务员所属部门信息——深圳市XX路营业部YY险销售部,业务员原始编码——1YYYYYYYY。此时可根据业务员原始编码1YYYYYYYY在业务员信息数据库中进行匹配搜索,判断是否有与业务员原始编码1YYYYYYYY对应的在职业务员对应专员机构名称。更具体的,可以直接获取业务员原始编码中用于限定业务员所属分管区域的区域标识位(例如业务员原始编码中的第三位),并根据区域标识位直接快速查询获取在职业务员对应专员机构名称(例如深圳市YY险销售部总部)。Since the salesperson information is acquired in step S101, it is necessary to query the business supervisory area in the salesperson information database based on the salesperson information. For example, in step S101, the obtained salesperson information is as follows: the name of the salesperson - Zhang San, the contact number of the salesperson - 133XXXXXXXX, the information of the department of the salesperson - the sales department of the XX insurance department of the business department of Shenzhen XX Road, the salesman Original code - 1YYYYYYYY. At this time, according to the salesman's original code 1YYYYYYYY, a matching search is performed in the salesperson information database to determine whether there is an incumbent salesperson corresponding commissioner institution name corresponding to the salesman's original code 1YYYYYYYY. More specifically, the area identification bit (for example, the third digit in the original code of the salesperson) used in the original code of the salesperson to define the area of the salesperson is directly obtained, and the in-service salesperson is directly obtained according to the area identification bit. Name of the commissioner (for example, Shenzhen YY Insurance Sales Headquarters).
这样,在获知了该保险业务员在从事跨部门跨险种进行销售时(例如寿险业务员销养老险产品中的团险时),则是先匹配对保险业务员的待销售险种进行主管的在职业务员对应专员机构名称。通过上述方式,能有效的实现快速精准查询。In this way, when it is known that the insurance salesperson is engaged in cross-sector cross-insurance sales (for example, when the life insurance salesman sells the group insurance in the pension insurance product), it is first to match the incumbent of the insurance salesman’s insurance to be sold. The salesperson corresponds to the name of the commissioner. Through the above methods, fast and accurate query can be effectively realized.
步骤S103、当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码。Step S103: When the name of the incumbent salesperson corresponding to the commissioner institution corresponding to the salesperson information exists in the salesperson information database, the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained.
显然,当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则表示已经匹配到对保险业务员的待销售险种进行主管的在职业务员对应专员机构名称。由于在业务员信息数据库中已预先存储了在职业务员对应专员机构名称-二级机构代码对应表,故根据在职业务员对应专员机构名称、及在职业务员对应专员机构名称-二级机构代码对应表,就能准确获取相应的二级机构代码。Obviously, when there is a name of the incumbent salesperson corresponding to the commissioner institution corresponding to the salesperson information in the salesperson information database, it indicates that the name of the corresponding commissioner of the incumbent salesperson who is in charge of the insurance salesperson's insurance is matched. Since the name of the incumbent salesperson corresponding commissioner institution-secondary institution code correspondence table is pre-stored in the salesperson information database, the name corresponding to the incumbent salesperson corresponding commissioner institution and the name of the incumbent salesperson corresponding commissioner institution-secondary institution code The table can accurately obtain the corresponding secondary institution code.
具体实施时,如图2所示,在步骤S100中还包括:Specifically, as shown in FIG. 2, in step S100, the method further includes:
步骤S104、当业务员信息数据库中不存在与业务员信息对应的在职业务员对应专员机构名称时,则进行未查询到专员机构名称的提示。Step S104: When there is no name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database, the prompt of not querying the name of the commissioner institution is performed.
显然,当业务员信息数据库中不存在与业务员信息对应的在职业务员对应专员机构名称时,则表示可能是该业务员信息未及时的与在职业务员对应专员机构名称进行对应绑定,需要通过销售前端及时提醒该保险业务员,并通知后台服务器的及时处理该异常情况。台服务器的及时处理该业务员信息未及时的与在职业务员对应专员机构名称进行对应绑定的异常情况,可以通过以下流程:向后台服务器发出添加业务员信息与在职业务员对应专员机构名称的绑定关系的通知信息。Obviously, when the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information does not exist in the salesperson information database, it indicates that the salesperson information is not timely and is correspondingly bound to the incumbent salesperson corresponding commissioner institution name. The sales clerk is promptly reminded by the sales front end, and the background server is notified to timely handle the abnormal situation. The abnormality of the server's timely processing of the clerk's information is not timely and corresponding to the name of the corresponding clerk's corresponding commissioner organization, and the following process may be adopted: sending the clerk information to the background server and the name of the corresponding commissioner of the incumbent salesperson Notification information for binding relationships.
优选的,如图2所示,作为所述业务员编码智能生成方法较佳实施例,所述步骤S200包括:Preferably, as shown in FIG. 2, as a preferred embodiment of the clerk coding intelligent generation method, the step S200 includes:
步骤S201、将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串。In step S201, the first identifier is set to G, the intermediate identifier is set to Y, and the tail identification string is set to the first three-character string and the last three-digit string.
在步骤S201中,先是在后台服务器中将首位标识符置为G(G为Group的简写),将中间标识符置为Y(Y为Yes的简写),将尾部标识字符串置为前三位字符串、及后三位字符串。由6个字符组成的字符串能满足至少百万级的编码需求,也就是纯数字组成的6位字符串就能满足百万级的编码需求,如果在其中掺入至少一个字母字符则编码数量更多。In step S201, the first identifier is set to G (G is a short for Group) in the background server, the intermediate identifier is set to Y (Y is short for Yes), and the tail identification string is set to the first three digits. String, and the last three digits. A string of 6 characters can satisfy at least one million encoding requirements, that is, a 6-bit string consisting of pure numbers can satisfy millions of encoding requirements, if at least one alphabetic character is mixed in it, the number of encodings More.
具体的,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数。Specifically, the first three-digit string is composed of three digits, and the last three-digit string is a random number composed of numbers and/or letters.
步骤S202、依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码。Step S202, serially connecting the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string to generate a salesperson unique code corresponding to the entered salesperson information. .
本实施例中,为了生成业务员唯一编码,可以将首位标识符G置于首位,后面依次接上二级机构代码、中间标识符Y、前三位字符串及后三位字符,形成业务员唯一编码。显然,在具体实施时,还可任意置换首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串的串接顺序。若规定首位标识符G只能置于首位,则除了按照二级机构代码、中间标识符Y、尾部标识字符串串接,还能有另外5种串接顺序,分别记为:(1)首位标识符G、二级机构代码、尾部标识字符串(包括前三位字符串及后三位字符串)、中间标识符Y;(2)首位标识符G、中间标识符Y、二级机构代码、尾部标识字符串(包括前三位字符串及后三位字符串);(3)首位标识符G、中间标识符Y、尾部标识字符串(包括前三位字符串及后三位字符串)、二级机构代码;(4)首位标识符G、尾部标识字符串(包括前三位字符串及后三位字符串)、二级机构代码、中间标识符Y;(5)首位标识符G、尾部标识字符串(包括前三位字符串及后三位字符串)、中间标识符Y、二级机构代码。In this embodiment, in order to generate a unique code of the salesperson, the first identifier G may be placed in the first place, followed by the secondary institution code, the intermediate identifier Y, the first three digits, and the last three characters to form a salesman. Unique code. Obviously, in the specific implementation, the concatenation order of the first identifier G, the secondary organization code, the intermediate identifier Y, the first three digit strings, and the last three digit strings may be arbitrarily replaced. If the first identifier G can only be placed in the first place, in addition to the secondary organization code, the intermediate identifier Y, and the tail identification string, there are five other serial sequences, which are respectively recorded as: (1) first place Identifier G, secondary organization code, tail identification string (including the first three digits and the last three digits), intermediate identifier Y; (2) first identifier G, intermediate identifier Y, secondary organization code , the tail identification string (including the first three-digit string and the last three-digit string); (3) the first identifier G, the intermediate identifier Y, the tail identification string (including the first three-digit string and the last three-digit string ), the secondary institution code; (4) the first identifier G, the tail identification string (including the first three digits and the last three digits), the secondary institution code, the intermediate identifier Y; (5) the first identifier G, tail identification string (including the first three digits and the last three digits), intermediate identifier Y, secondary organization code.
步骤S203、将业务员唯一编码自动填充至投保单录入界面的对应区域。In step S203, the salesperson unique code is automatically filled into the corresponding area of the policy entry interface.
本实施例中,当生成了业务员唯一编码,则需将其自动填充至投保单录入界面的对应区域以实现保单必填项项目的填写。只有在投保单录入界面自动输入了业务员唯一编码,且该业务员唯一编码能在提交保单时通过验证才能完成保险业务员将投保单上传投保,这样无需通过人工计算来得到业务员编码,减少人工确认的不准确性、保证业务出单时效。In this embodiment, when the salesperson unique code is generated, it is automatically filled into the corresponding area of the insurance policy entry interface to complete the filling of the policy mandatory item. Only the clerk's unique code is automatically entered in the application form, and the clerk's unique code can be verified by submitting the policy to complete the insurance clerk to upload the insurance policy, so that no need to manually calculate the clerk code, reduce The inaccuracy of manual confirmation and the timeliness of guaranteeing the business.
优选的,作为所述业务员编码智能生成方法的较佳实施例,所述步骤S200之后,还包括:Preferably, as a preferred embodiment of the clerk coding intelligent generation method, after the step S200, the method further includes:
步骤S300、当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。Step S300: When the insurance policy payment success instruction corresponding to the salesperson unique code is detected, the service data corresponding to the insurance policy is stored in the data storage area corresponding to the salesperson unique code.
本实施例中,当根据业务员唯一编码所输出保单在由投保人接收并支付成功后,会检测到投保单支付成功指令。在获取了投保金额、投保期限等业务数据后,可将业务数据存储至与业务员唯一编码对应的数据存储区,这样就方便对该保险业务员的业绩进行精准统计。In this embodiment, when the policy output according to the salesperson unique code is received by the applicant and the payment is successful, the policy of successful payment of the policy is detected. After obtaining the business data such as the insured amount and the insured period, the business data can be stored in the data storage area corresponding to the unique code of the salesperson, so that the performance of the insurance salesperson can be accurately counted.
可见,本申请无需通过人工计算来得到业务员编码,减少人工确认的不准确、保证业务出单时效,而且所生成的业务员唯一编码的唯一性能进行实时校验,确保其成为保险业务架构下的唯一的识别码。It can be seen that the application does not need to obtain the salesman code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the timeliness of the business billing, and the unique performance of the generated salesperson unique code is verified in real time to ensure that it becomes an insurance business structure. The unique identifier.
此外,本申请还提供一种业务员编码智能生成装置,所述业务员编码智能生成装置包括:In addition, the present application further provides a salesperson coded intelligent generating device, where the salesperson coded intelligent generating device includes:
获取模块,用于获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The obtaining module is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least The department information of the salesperson, the original code of the salesman, the name of the salesperson, and the contact number of the salesperson;
生成模块,用于根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。And a generating module, configured to generate a salesperson unique code corresponding to the entered salesperson information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
进一步地,所述获取模块包括:Further, the obtaining module includes:
获取单元,用于获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The obtaining unit is configured to obtain the salesperson information corresponding to the login account, and obtain the insurance to be insured selected in the insurance policy entry interface; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, and the salesperson Name, salesperson contact number;
判断单元,用于判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称;a judging unit, configured to determine whether the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database;
所述获取单元还用于当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码。The obtaining unit is further configured to: when the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, obtain the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution.
进一步地,所述生成模块包括:Further, the generating module includes:
设置单元,用于将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串;a setting unit, configured to set a first identifier to G, an intermediate identifier to Y, and a tail identification string to a first three-character string and a last three-digit string;
生成单元,用于依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码;a generating unit, configured to serially connect the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string to generate a salesperson corresponding to the entered salesperson information Unique code
填充单元,用于将业务员唯一编码自动填充至投保单录入界面的对应区域。The filling unit is configured to automatically fill the corresponding code of the salesperson to the corresponding area of the policy entry interface.
进一步地,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数。Further, the first three-digit string is composed of three digits, and the last three-digit string is a random number composed of numbers and/or letters.
进一步地,所述业务员编码智能生成装置还包括:Further, the salesperson code intelligent generating device further includes:
存储模块,用于当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。And a storage module, configured to: when the insurance policy payment success instruction corresponding to the salesperson unique code is detected, store the business data corresponding to the insurance policy to the data storage area corresponding to the salesperson unique code.
需要说明的是,业务员编码智能生成装置的各个实施例与上述业务员编码智能生成方法的各实施例基本相同,在此不再详细赘述。It should be noted that the embodiments of the clerk coding intelligent generating apparatus are basically the same as the foregoing embodiments of the clerk encoding intelligent generating method, and details are not described herein again.
基于上述业务员编码智能生成方法,本申请还提供了一种业务员编码智能生成设备。如图4所示,所述业务员编码智能生成设备包括处理器11、存储器12及通信总线;Based on the foregoing clerk code intelligent generation method, the present application further provides a clerk code intelligent generation device. As shown in FIG. 4, the salesperson coded intelligent generation device includes a processor 11, a memory 12, and a communication bus;
所述通信总线用于实现处理器和存储器之间的连接通信;The communication bus is used to implement connection communication between a processor and a memory;
所述处理器用于执行存储器中存储的业务员编码智能生成程序,以实现以下步骤:The processor is configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account and the selected insurance type to be insured, and querying the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。A salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
在本实施例中,所述的业务员编码智能生成程序10安装并运行于电子装置1中。所述电子装置1可以是桌上型计算机、笔记本、掌上电脑及服务器等计算设备。该电子装置1可包括,但不仅限于,存储器11、处理器12及显示器13。图4仅示出了具有组件11-13的电子装置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。In the embodiment, the salesperson code intelligent generation program 10 is installed and runs in the electronic device 1. The electronic device 1 may be a computing device such as a desktop computer, a notebook, a palmtop computer, or a server. The electronic device 1 may include, but is not limited to, a memory 11, a processor 12, and a display 13. Figure 4 shows only the electronic device 1 with components 11-13, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
所述存储器11在一些实施例中可以是所述电子装置1的内部存储单元,例如该电子装置1的硬盘或内存。所述存储器11在另一些实施例中也可以是所述电子装置1的外部存储设备,例如所述电子装置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。进一步地,所述存储器11还可以既包括所述电子装置1的内部存储单元也包括外部存储设备。所述存储器11用于存储安装于所述电子装置1的应用软件及各类数据,例如所述业务员编码智能生成程序10的程序代码等。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数据。The memory 11 may be an internal storage unit of the electronic device 1, such as a hard disk or memory of the electronic device 1, in some embodiments. The memory 11 may also be an external storage device of the electronic device 1 in other embodiments, such as a plug-in hard disk equipped on the electronic device 1, a smart memory card (Smart Media Card, SMC), Secure Digital (SD) card, flash card (Flash) Card) and so on. Further, the memory 11 may also include both an internal storage unit of the electronic device 1 and an external storage device. The memory 11 is configured to store application software and various types of data installed in the electronic device 1, such as program codes of the salesperson code intelligent generation program 10. The memory 11 can also be used to temporarily store data that has been output or is about to be output.
所述处理器12在一些实施例中可以是一中央处理器(Central Processing Unit, CPU),微处理器或其他数据处理芯片,用于运行所述存储器11中存储的程序代码或处理数据,例如执行所述业务员编码智能生成程序10等。The processor 12 may be a central processing unit (Central Processing Unit) in some embodiments. A CPU, microprocessor or other data processing chip for running program code or processing data stored in the memory 11, for example, executing the salesman code intelligent generation program 10 or the like.
所述显示器13在一些实施例中可以是LED显示器、液晶显示器、触控式液晶显示器以及OLED(Organic Light-Emitting Diode,有机发光二极管)触摸器等。所述显示器13用于显示在所述电子装置1中处理的信息以及用于显示可视化的用户界面,例如应用菜单界面、应用图标界面等。所述电子装置1的部件11-13通过系统总线相互通信。The display 13 may be an LED display, a liquid crystal display, a touch liquid crystal display, and an OLED (Organic) in some embodiments. Light-Emitting Diode, organic light emitting diodes), etc. The display 13 is used to display information processed in the electronic device 1 and a user interface for displaying visualization, such as an application menu interface, an application icon interface, and the like. The components 11-13 of the electronic device 1 communicate with one another via a system bus.
请参阅图5,是本申请安业务员编码智能生成程序10较佳实施例的功能模块图。在本实施例中,所述的所述业务员编码智能生成程序10可以被分割成一个或多个模块,所述一个或者多个模块被存储于所述存储器11中,并由一个或多个处理器(本实施例为所述处理器12)所执行,以完成本申请。例如,在图5中,所述的所述业务员编码智能生成程序10可以被分割成二级机构代码获模块21、及业务员唯一编码生成模块22。本申请所称的模块是指能够完成特定功能的一系列计算机程序指令段,比程序更适合于描述所述业务员编码智能生成程序10在所述电子装置1中的执行过程。以下描述将具体介绍所述模块21-22的功能。Please refer to FIG. 5, which is a functional block diagram of a preferred embodiment of the security agent code generation program 10 of the present application. In this embodiment, the clerk code intelligent generation program 10 may be divided into one or more modules, and the one or more modules are stored in the memory 11 and are composed of one or more The processor (this embodiment is the processor 12) is executed to complete the application. For example, in FIG. 5, the described salesperson code intelligent generation program 10 can be divided into a secondary institution code acquisition module 21 and a salesperson unique code generation module 22. A module referred to in the present application refers to a series of computer program instruction segments capable of performing a specific function, and is more suitable than the program to describe the execution process of the salesperson code intelligent generation program 10 in the electronic device 1. The following description will specifically describe the functions of the modules 21-22.
二级机构代码获模块21,用于获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The secondary organization code obtaining module 21 is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; The salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact number of the salesperson;
业务员唯一编码生成模块22,用于根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。The clerk unique code generation module 22 is configured to generate a clerk unique code corresponding to the entered clerk information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
优选的,在所述业务员编码智能生成设备中,所述获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码的步骤中,包括:Preferably, in the salesperson coded intelligent generation device, the salesperson information corresponding to the login account and the selected insurance to be insured are queried according to the salesperson information in the salesperson information database to obtain the corresponding secondary level. The steps of the organization code include:
获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account, and obtaining the insurance to be insured selected in the application form of the insurance policy; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact of the salesperson. number;
判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称;Determining whether there is a name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database;
当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码;具体实施请参考方法实施例,此处不再赘述。When the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained; for the specific implementation, please refer to the method embodiment, and no longer Narration.
优选的,在所述业务员编码智能生成设备中,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤中,包括:Preferably, in the clerk coding intelligent generation device, the generating a unique clerk code corresponding to the entered clerk information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string The steps include:
将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串;Set the first identifier to G, the intermediate identifier to Y, and the tail identification string to the first three digits and the last three digits;
依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码;The first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string are serially connected to generate a salesperson unique code corresponding to the entered salesperson information;
将业务员唯一编码自动填充至投保单录入界面的对应区域;具体实施请参考方法实施例,此处不再赘述。The singer's unique code is automatically filled in the corresponding area of the application form. For details, refer to the method embodiment, and details are not described here.
优选的,在所述业务员编码智能生成设备中,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数;具体实施请参考方法实施例,此处不再赘述。Preferably, in the clerk code intelligent generation device, the first three digits are composed of three digits, and the last three digits are random numbers composed of numbers and/or letters; The embodiment is not described here.
基于上述业务员编码智能生成方法,本申请还提供了一种存储介质(即计算机可读存储介质,计算机可读存储介质存储于存储器中)。所述存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现上述所述的业务员编码智能生成方法的步骤。Based on the foregoing clerk code intelligent generation method, the present application further provides a storage medium (ie, a computer readable storage medium, the computer readable storage medium is stored in the memory). The storage medium stores one or more programs, which may be executed by one or more processors to implement the steps of the above described clerk code intelligent generation method.
本申请存储介质具体实施方式与上述业务员编码智能生成方法各实施例基本相同,在此不再赘述。The specific implementation manners of the storage medium of the present application are basically the same as the foregoing embodiments of the intelligent generation method for the salesperson code, and are not described herein again.
综上所述,本申请提供的业务员编码智能生成方法、装置、设备及存储介质,无需通过人工计算来得到业务员编码,减少人工确认的不准确、保证业务出单时效,而且所生成的业务员唯一编码的唯一性能进行实时校验,确保其成为保险业务架构下的唯一的识别码。In summary, the clerk code intelligent generation method, device, device and storage medium provided by the present application do not need to obtain the clerk code by manual calculation, reduce the inaccuracy of the manual confirmation, ensure the aging of the business bill, and generate the generated The unique performance of the clerk's unique code is verified in real time, ensuring that it becomes the unique identifier under the insurance business architecture.
可以理解的是,对本领域普通技术人员来说,可以根据本申请的技术方案及本申请构思加以等同替换或改变,而所有这些改变或替换都应属于本申请所附的权利要求的保护范围。It is to be understood that those skilled in the art can make equivalent substitutions or alterations to the embodiments of the present application, and all such changes or substitutions fall within the scope of the claims appended hereto.

Claims (20)

  1. 一种业务员编码智能生成方法,其特征在于,所述方法包括以下步骤: A clerk code intelligent generation method, characterized in that the method comprises the following steps:
    获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account and the selected insurance type to be insured, and querying the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
    根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。A salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
  2. 根据权利要求1所述业务员编码智能生成方法,其特征在于,所述获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码的步骤中,包括:The salesperson code intelligent generation method according to claim 1, wherein the obtaining the salesperson information corresponding to the login account and the selected insurance to be insured, and querying and obtaining the corresponding in the salesperson information database according to the salesperson information The steps of the secondary agency code include:
    获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account, and obtaining the insurance to be insured selected in the application form of the insurance policy; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact of the salesperson. number;
    判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称;Determining whether there is a name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database;
    当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码。When the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained.
  3. 根据权利要求1所述业务员编码智能生成方法,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤中,包括:The clerk code intelligent generation method according to claim 1, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string The unique coding steps include:
    将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串;Set the first identifier to G, the intermediate identifier to Y, and the tail identification string to the first three digits and the last three digits;
    依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码;The first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string are serially connected to generate a salesperson unique code corresponding to the entered salesperson information;
    将业务员唯一编码自动填充至投保单录入界面的对应区域。The salesperson unique code is automatically populated to the corresponding area of the policy entry interface.
  4. 根据权利要求3所述业务员编码智能生成方法,其特征在于,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数。The clerk code intelligent generation method according to claim 3, wherein the first three-digit character string is composed of three digits, and the last three-digit character string is a random number composed of numbers and/or letters.
  5. 根据权利要求1所述业务员编码智能生成方法,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤之后,还包括:The clerk code intelligent generation method according to claim 1, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string After the unique coding step, it also includes:
    当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。When the policy of the policy payment success corresponding to the salesperson unique code is detected, the service data corresponding to the policy is stored to the data storage area corresponding to the unique code of the salesperson.
  6. 根据权利要求2所述业务员编码智能生成方法,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤之后,还包括:The clerk code intelligent generation method according to claim 2, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string After the unique coding step, it also includes:
    当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。When the policy of the policy payment success corresponding to the salesperson unique code is detected, the service data corresponding to the policy is stored to the data storage area corresponding to the unique code of the salesperson.
  7. 根据权利要求3所述业务员编码智能生成方法,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤之后,还包括:The salesperson code intelligent generation method according to claim 3, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string After the unique coding step, it also includes:
    当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。When the policy of the policy payment success corresponding to the salesperson unique code is detected, the service data corresponding to the policy is stored to the data storage area corresponding to the unique code of the salesperson.
  8. 根据权利要求4所述业务员编码智能生成方法,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤之后,还包括:The clerk code intelligent generation method according to claim 4, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string After the unique coding step, it also includes:
    当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。When the policy of the policy payment success corresponding to the salesperson unique code is detected, the service data corresponding to the policy is stored to the data storage area corresponding to the unique code of the salesperson.
  9. 一种业务编码智能生成装置,其特征在于,所述业务编码智能生成装置包括:A service code intelligent generating device, wherein the service code intelligent generating device comprises:
    获取模块,用于获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The obtaining module is configured to obtain the salesperson information corresponding to the login account, and the selected insurance to be insured, and query the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least The department information of the salesperson, the original code of the salesman, the name of the salesperson, and the contact number of the salesperson;
    生成模块,用于根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。And a generating module, configured to generate a salesperson unique code corresponding to the entered salesperson information according to the first identifier character, the secondary organization code, the intermediate identifier, and the tail identification string.
  10. 如权利要求9所述的业务员编码智能生成装置,其特征在于,所述获取模块包括:The clerk code intelligent generation device of claim 9, wherein the acquisition module comprises:
    获取单元,用于获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;The obtaining unit is configured to obtain the salesperson information corresponding to the login account, and obtain the insurance to be insured selected in the insurance policy entry interface; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, and the salesperson Name, salesperson contact number;
    判断单元,用于判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称;a judging unit, configured to determine whether the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database;
    所述获取单元还用于当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码。The obtaining unit is further configured to: when the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, obtain the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution.
  11. 如权利要求9所述的业务员编码智能生成装置,其特征在于,所述生成模块包括:The clerk code intelligent generating apparatus according to claim 9, wherein the generating module comprises:
    设置单元,用于将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串;a setting unit, configured to set a first identifier to G, an intermediate identifier to Y, and a tail identification string to a first three-character string and a last three-digit string;
    生成单元,用于依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码;a generating unit, configured to serially connect the first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string to generate a salesperson corresponding to the entered salesperson information Unique code
    填充单元,用于将业务员唯一编码自动填充至投保单录入界面的对应区域。The filling unit is configured to automatically fill the corresponding code of the salesperson to the corresponding area of the policy entry interface.
  12. 如权利要求11所述的业务员编码智能生成装置,其特征在于,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数。The salesperson code intelligent generation device according to claim 11, wherein said first three-bit character string is composed of three digits, and said last three-digit character string is a random number composed of numbers and/or letters.
  13. 如权利要求9所述的业务员编码智能生成装置,其特征在于,所述业务员编码智能生成装置还包括:The salesperson coded intelligent generating device of claim 9, wherein the salesperson coded intelligent generating device further comprises:
    存储模块,用于当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。And a storage module, configured to: when the insurance policy payment success instruction corresponding to the salesperson unique code is detected, store the business data corresponding to the insurance policy to the data storage area corresponding to the salesperson unique code.
  14. 一种业务员编码智能生成设备,其特征在于,所述业务员编码智能生成设备包括处理器、存储器及通信总线;A salesperson coded intelligent generation device, wherein the salesperson coded intelligent generation device comprises a processor, a memory and a communication bus;
    所述通信总线用于实现处理器和存储器之间的连接通信;The communication bus is used to implement connection communication between a processor and a memory;
    所述处理器用于执行存储器中存储的业务员编码智能生成程序,以实现以下步骤:The processor is configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
    获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account and the selected insurance type to be insured, and querying the salesperson information database to obtain the corresponding secondary institution code according to the salesperson information; wherein the salesperson information includes at least the department information of the salesperson , the original code of the salesman, the name of the salesman, the contact number of the salesperson;
    根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码。A salesperson unique code corresponding to the entered salesperson information is generated according to the first identification character, the secondary organization code, the intermediate identifier, and the tail identification string.
  15. 根据权利要求14所述业务员编码智能生成设备,其特征在于,所述获取登录账号对应的业务员信息、及所选定的待投保险种,根据业务员信息在业务员信息数据库中查询获取对应的二级机构代码的步骤中,包括:The clerk code intelligent generation device according to claim 14, wherein the clerk information corresponding to the login account and the selected insurance to be insured are retrieved according to the clerk information in the clerk information database. The steps of the secondary agency code include:
    获取登录账号对应的业务员信息、并获取在投保单录入界面所选定的待投保险种;其中所述业务员信息至少包括业务员所属部门信息、业务员原始编码、业务员姓名、业务员联系号码;Obtaining the salesperson information corresponding to the login account, and obtaining the insurance to be insured selected in the application form of the insurance policy; wherein the salesperson information includes at least the department information of the salesperson, the original code of the salesperson, the name of the salesperson, and the contact of the salesperson. number;
    判断业务员信息数据库中是否存在与业务员信息相对应的在职业务员对应专员机构名称;Determining whether there is a name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information in the salesperson information database;
    当业务员信息数据库中存在与业务员信息对应的在职业务员对应专员机构名称时,则获取在职业务员对应专员机构名称对应的二级机构代码。When the name of the incumbent salesperson corresponding commissioner institution corresponding to the salesperson information exists in the salesperson information database, the secondary institution code corresponding to the name of the incumbent salesperson corresponding commissioner institution is obtained.
  16. 根据权利要求14所述业务员编码智能生成设备,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤中,包括:The salesperson code intelligent generation device according to claim 14, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string The unique coding steps include:
    将首位标识符置为G,将中间标识符置为Y,将尾部标识字符串置为前三位字符串及后三位字符串;Set the first identifier to G, the intermediate identifier to Y, and the tail identification string to the first three digits and the last three digits;
    依序将首位标识符G、二级机构代码、中间标识符Y、前三位字符串及后三位字符串串接,生成与所录入的业务员信息相对应的业务员唯一编码;The first identifier G, the secondary organization code, the intermediate identifier Y, the first three-digit string, and the last three-digit string are serially connected to generate a salesperson unique code corresponding to the entered salesperson information;
    将业务员唯一编码自动填充至投保单录入界面的对应区域。The salesperson unique code is automatically populated to the corresponding area of the policy entry interface.
  17. 根据权利要求16所述业务员编码智能生成设备,其特征在于,所述前三位字符串由3位数字组成,所述后三位字符串为数字和/或字母组成的随机数。The salesperson code intelligent generation device according to claim 16, wherein said first three-bit character string is composed of three digits, and said last three-digit character string is a random number composed of numbers and/or letters.
  18. 根据权利要求14所述业务员编码智能生成设备,其特征在于,所述根据首位标识字符、二级机构代码、中间标识符、尾部标识字符串,生成与所录入的业务员信息相对应的业务员唯一编码的步骤之后,所述处理器还用于执行存储器中存储的业务员编码智能生成程序,以实现以下步骤:The salesperson code intelligent generation device according to claim 14, wherein the generating a service corresponding to the entered salesperson information according to the first digit identification character, the secondary institution code, the intermediate identifier, and the tail identification character string After the step of uniquely encoding, the processor is further configured to execute a salesperson code intelligent generation program stored in the memory to implement the following steps:
    当检测到与业务员唯一编码对应的投保单支付成功指令时,则将投保单对应的业务数据存储至与业务员唯一编码对应的数据存储区。When the policy of the policy payment success corresponding to the salesperson unique code is detected, the service data corresponding to the policy is stored to the data storage area corresponding to the unique code of the salesperson.
  19. 一种存储介质,其特征在于,所述存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现如权利要求1所述业务员编码智能生成方法的步骤。A storage medium, characterized in that the storage medium stores one or more programs, the one or more programs being executable by one or more processors to implement the clerk coding intelligence as claimed in claim 1. The steps to generate a method.
  20. 如权利要求19所述的存储介质,其特征在于,所述一个或者多个程序可被一个或者多个处理器执行,以实现如权利要求2所述业务员编码智能生成方法的步骤。 A storage medium according to claim 19, wherein said one or more programs are executable by one or more processors to implement the steps of the clerk code intelligent generation method of claim 2.
PCT/CN2018/082899 2017-08-28 2018-04-13 Intelligent salesman code generation method, apparatus and device, and storage medium WO2019041822A1 (en)

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