Method for setting convention in guarantee slip, storage medium and server

A server and insurance policy technology, applied in the field of financial information, can solve the problems of reducing the success rate of insurance salesmen, restricting special use, and requiring higher professional level of insurance salesmen, so as to achieve the requirements of increasing the success rate of signing contracts and lowering the professional level. The effect of expanding the range of use

Inactive Publication Date: 2018-08-21
CHINA PING AN PROPERTY INSURANCE CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

[0003] However, at present, the special contract on the insurance policy is generally filled in manually by the insurance salesman, which requires the insurance salesman to be very clear about the regulations and specific requirements of the in

Method used

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  • Method for setting convention in guarantee slip, storage medium and server
  • Method for setting convention in guarantee slip, storage medium and server
  • Method for setting convention in guarantee slip, storage medium and server

Examples

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Example Embodiment

[0029] The embodiment of the present invention provides a method, storage medium and server for setting special contracts in an insurance policy, which are used to solve the problem that the setting of special contracts requires high professional level of insurance salespersons.

[0030] In order to make the objectives, features, and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be described clearly and completely in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the following The described embodiments are only a part of the embodiments of the present invention, rather than all the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative work shall fall within the protection scope of the present invention.

[0031] See figure 1 , An embodiment o...

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Abstract

The invention discloses a method for setting a convention in a guarantee slip, and is used for solving the problem that convention setting has a high requirement on the professional level of an insurance salesman. The method provided by the invention comprises the following steps that: when an instruction for adding convention to a target guarantee slip is received, obtaining the guarantee slip information of the target guarantee slip; matching the guarantee slip information with each rule in a preset rule library to obtain a rule which is successfully matched; according to a preset corresponding relationship, obtaining the convention corresponding to the rule which is successfully matched, wherein the corresponding relationship records a corresponding relationship between the rule and theconvention; and adding the obtained convention to the clause of the target guarantee slip. The invention also provides a storage medium and a server.

Description

technical field [0001] The invention relates to the technical field of financial information, in particular to a method, a storage medium and a server for setting a special contract in an insurance policy. Background technique [0002] In the insurance industry, since it is impossible for an insurance company to customize and design different protection clauses for each customer, the insurance company will formulate standard clauses for various types of insurance policies according to the protection content suitable for the public, but these clauses only Suitable for most policyholders or insurance targets, there will always be unsatisfactory situations. Therefore, when the policyholder applies for insurance, special agreements can also be added on the basis of the standard terms of the policy. A special contract in an insurance policy is a special agreement or clause attached to an insurance policy through mutual agreement between the policyholder and the insurance company...

Claims

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Application Information

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IPC IPC(8): G06Q10/10G06Q40/08
CPCG06Q10/10G06Q40/08
Inventor 刘英陈真汪海祥
Owner CHINA PING AN PROPERTY INSURANCE CO LTD
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