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New contract return visit control system and method

A control system and control method technology, applied in the field of information processing, can solve problems such as inability to choose flexibly, and achieve the effects of improving return visit efficiency and return visit quality, and improving service satisfaction

Active Publication Date: 2018-07-10
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The present invention provides a new contract return visit control system and method to solve the problem that the current new contract return visit channel corresponds to the new contract sales channel and cannot be flexibly selected

Method used

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  • New contract return visit control system and method
  • New contract return visit control system and method

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0050] figure 1A functional block diagram of the new contract return visit control system in this embodiment is shown. The new contract revisiting control system can be applied in financial institutions such as banks and securities, so that the internal staff of the financial institution can revisit the new contract. The new contract return visit control system includes a client terminal 10 and a server 20, and the client terminal 10 and the server 20 are connected through a wireless network such as a WiFi network, a 3G network or a 4G network or a wired network. The client terminal 10 includes, but is not limited to, smart terminals such as computers, smart phones, and PADs.

[0051] The client terminal 10 is configured to receive new contract product information input by the user, and send the new contract product information to the server 20; the new contract product information includes product ID and product type.

[0052] Wherein, the product ID is an identifier for un...

Embodiment 2

[0080] figure 2 It shows a flow chart of the new contract return visit control method in this embodiment. The new contract return visit control method can be applied to financial institutions such as banks and securities, and is used to control the return visit of new contracts by internal personnel of the financial institution. The new contract return visit control method can be realized by the new contract return visit system formed by the client terminal 10 and the server 20 in Embodiment 1, and the client terminal 10 and the server 20 are connected through a wireless network such as a WiFi network, a 3G network or a 4G network or a wired network. Communication connected. The client terminal 10 includes, but is not limited to, smart terminals such as computers, smart phones, and PADs. Such as figure 2 As shown, the new contract return visit control method includes the following steps:

[0081] S10: The client terminal 10 receives the new contract product information i...

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PUM

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Abstract

The present invention discloses a new contract return visit control system and method. The system comprises a client terminal and a server. The client terminal is configured to receive new contract product information input by a user and send the new contract product information to the server, wherein the new contract product information comprises a product ID and a product type; the server is configured to determine a plurality of process flows corresponding to the product ID and at least one selective return visit channel corresponding to each process flow according to the product type, andsend the process flows and the at least one selective return visit channel to the client terminal; the client terminal is also configured to receive and display the process flows and the at least oneselective return visit channel, receive a return visit channel selection instruction input by the user and send the return visit channel selection instruction to the server; and the server is also configured to receive the return visit channel selection instruction and determine one return visit channel of the process flows corresponding to each processing flow ID according to each set of processflows ID and the corresponding return visit channels ID. The system provided by the invention is more flexible to improve the visit return efficiency and the visit return quality.

Description

technical field [0001] The invention relates to the technical field of information processing, in particular to a new contract return visit control system and method. Background technique [0002] The new contract return visit refers to the return visit of the customer by the financial institution to the customer after the customer signs the corresponding contract with the bank, securities company, insurance company and other financial institutions, so that the customer can better understand the rights and obligations of the signed contract. The new contract return visit is a bridge for communication between customers and financial institutions. The return visit includes verifying customer information and explaining to customers the content of the signed new contract in detail. It is an important protection barrier in the process of implementing the new contract. Taking an insurance company as an example, the new contract follow-up provided by the insurance company is an imp...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/00G06Q40/02G06Q40/06
CPCG06Q30/016G06Q40/02G06Q40/06
Inventor 刘琴
Owner PING AN TECH (SHENZHEN) CO LTD