A method for generating protocol files and its terminal

Abstract

The present invention is applicable to the technical field of data processing, and provides a method for generating a protocol file and a terminal thereof, comprising: obtaining keywords for querying the protocol, and determining fuzzy keywords corresponding to the keywords; Extract the agreement that matches the keyword or fuzzy keyword, and generate the agreement query result; according to the received selection instruction, determine the target agreement corresponding to the selection instruction from the agreement query result; extract the pricing parameters contained in the target agreement, and Output the parameter filling page about the pricing parameters; based on the parameter values ​​of the pricing parameters, output the quotation preview page corresponding to the target agreement containing multiple agreement quotation schemes; receive the transaction confirmation instruction about one of the agreement quotation schemes, and generate according to the transaction confirmation instruction The agreement document about the agreement quotation plan. The invention solves the problems of complicated operations and low quotation efficiency of the existing protocol file generation technology.

Description

technical field [0001] The invention belongs to the technical field of data processing, and in particular relates to a method for generating a protocol file and a terminal thereof. Background technique [0002] Agreement documents, such as insurance policies, financial product subscription agreements, etc., require the user to pay a certain amount before the agreement becomes effective. Therefore, the quotation of the agreement document will become an important factor for customers to sign the agreement. It can be seen that how to flexibly allow customers to choose a suitable agreement from many agreement documents and quickly display the corresponding quotation will directly affect the success rate of agreement document signing. However, the existing agreement file generation technology requires the customer to input complete customer information before the agreement quotation can be displayed. If the customer needs to know more than one agreement file, it is necessary to f...

AI Technical Summary

Problems solved by technology

[0003] In view of this, the embodiment of the present invention provides a method for generating an agreement file and its terminal to solve the existing technology for generating an agreement file, which requires the customer to input complete customer information before the agreement can be displayed. If the customer needs to know If there are multiple agreement documents, you need to fill in the information of the agreement documents each time before you can know the corresponding quotation situation. The operation is more cumbersome, the quotation efficiency is low, and the quotation information of different agreement documents needs to be separated into multiple pages. It shows that customers need to switch back and forth between multiple interfaces to obtain the quotation of each agreement document, which reduces the customer's experience and increases the difficulty of operation

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