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Annuity balance information query method and device

A query method and balance technology, applied in the field of annuity balance information query methods and devices, can solve the problems of poor timeliness, low efficiency, cumbersome process of querying annuity balance information, etc., and achieve the effect of improving timeliness and efficiency

Active Publication Date: 2020-09-18
TAIKANG LIFE INSURANCE CO LTD +1
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

The process of querying annuity balance information is cumbersome and inefficient; at the same time, the timeliness of querying annuity balance information is also poor
[0005] Therefore, the existing methods for querying annuity balance information have the problems of low efficiency and poor timeliness

Method used

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  • Annuity balance information query method and device
  • Annuity balance information query method and device
  • Annuity balance information query method and device

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Embodiment Construction

[0035] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention more clear, the embodiments of the present invention will be further described in detail below in conjunction with the accompanying drawings. Here, the exemplary embodiments and descriptions of the present invention are used to explain the present invention, but not to limit the present invention.

[0036] For ease of understanding, here is a brief introduction to the technical background involved in this application:

[0037] The operation of enterprise annuity involves four management agencies: trustee, custodian, account manager, and investment manager. Among them, the enterprise pays enterprise annuity for its employees and entrusts a trustee to manage the annuity fund. Enterprises can query business through the customer system. The trustee refers to the legal person trustee institution that accepts the entrustment of the enterprise, assumes the obligation ...

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PUM

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Abstract

The invention discloses an annuity balance information query method and device. The method comprises the steps of obtaining a current login account when login information passes verification, obtaining each investment portfolio balance information in a current query range under the current login account when a query request of annuity balance information is received, and determining the annuity balance information corresponding to the current query range. According to the invention, related data does not need to be obtained and counted manually, the annuity balance can be queried in real timethrough the query request of the annuity balance information, the timeliness of querying the annuity balance can be improved, and meanwhile the efficiency of querying the annuity balance can be improved.

Description

technical field [0001] The invention relates to the technical field of annuity management, in particular to a query method and device for annuity balance information. Background technique [0002] This section is intended to provide a background or context to embodiments of the invention that are recited in the claims. The descriptions herein are not admitted to be prior art by inclusion in this section. [0003] The enterprise annuity plan is a supplementary pension system, which refers to the supplementary pension insurance system voluntarily established by enterprises and their employees on the basis of participating in the basic pension insurance system according to law. The enterprise annuity fund conducts investment and operation in accordance with the relevant state regulations, and the income from investment operation is incorporated into the enterprise annuity fund. The operation of enterprise annuity involves four management agencies: trustee, custodian, account ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F16/2455G06Q40/06
CPCG06F16/24553G06Q40/06Y02D10/00
Inventor 焦晓玉
Owner TAIKANG LIFE INSURANCE CO LTD