Coordinated exploration management cooperation system based on mobile terminal

Through the mobile-based collaborative survey management collaborative system, the problem of insufficient survey personnel in some areas has been solved. Through third parties, the recruitment of survey personnel and automatic task allocation has been assisted by third parties, efficiency improvement and cost reduction have been achieved, ensuring timely inspection tasks have been carried out. deal with.

CN119294984APending Publication Date: 2025-01-10ZIJIN PROPERTY INSURANCE CO LTD
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Patent Information

Application Number
CN202411057182.6
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-08-02
Publication Date
2025-01-10

AI Technical Summary

Technical Problem

Insurance companies have insufficient surveyors in some areas, resulting in an increase in the number of cases and an inaccurate investigation and low cost efficiency.

Method used

Develop a collaborative survey management collaborative system based on mobile terminals, centrally manage survey tasks and personnel information through the collaborative survey platform, recruit third parties to assist survey personnel, conduct online settlement and task allocation based on workload, and realize automatic dispatch and monitoring.

Benefits of technology

It improves the efficiency of inspection work, reduces costs, and ensures timely management of inspection tasks and simplifies information transmission process.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention discloses a cooperative investigation management cooperation system based on a mobile terminal, and relates to the technical field of vehicle cooperative investigation management. The system comprises a survey platform which manages all survey tasks and survey personnel information in a centralized manner; the third-party personnel recruitment module is used for carrying out recruitment and publishing recruitment information for third-party personnel through the coordination investigation platform; the workload settlement module carries out online settlement according to the difficulty, region and workload factors of the task; the online direct compensation module is used for assisting the surveyor to log in a survey platform through a mobile terminal by a third party, checking task information in real time and processing survey work data online; and the coordination investigation dispatching module is used for dispatching tasks by coordination investigation platform managers through dispatching. According to the invention, through various means, including a mobile phone app, a survey platform and the like, timely management, distribution and monitoring of survey tasks are realized, an information transmission process is simplified, and third-party personnel are recruited for survey, so that the efficiency is improved and the cost is reduced.
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Description

Technical Field

[0001] The present invention belongs to the technical field of vehicle cooperative survey management, and in particular relates to a cooperative survey management collaborative system based on a mobile terminal. Background Art

[0002] In order to solve the problems of insufficient surveyors in insurance companies and shortage of surveyors in some regions, a mobile application-based insurance cooperative survey management system is needed. The system includes a cooperative survey platform, online direct compensation cooperative survey employee login survey, cooperative survey dispatch and other functional modules, aiming to improve the efficiency of insurance claims cooperative survey and the level of collaborative management. Before the application of mobile terminals, each loss adjuster could handle 4-5 cases a day, but after the application, it can be increased to 15-20 cases. In addition, the cost of insurance companies will be greatly reduced after the application.

[0003] At the end of 2015, the "Accident e-Handling" mobile phone application was launched, becoming the first successful case of using mobile terminals to assess automobile damage. This software is mainly applicable to traffic accidents between motor vehicles on the city's roads, which only cause damage to vehicles and property or minor injuries to people, and the vehicles are able to move. If either party in the accident is driving without a license, without a license plate, or suspected of drunk driving, it must wait for the police to arrive at the scene before handling.

[0004] At present, all major insurance institutions have a large field survey team, who are stationed at various outlets of the institution for a long time to promote financial products or services, collect customer information, and conduct customer surveys, etc. Since this part of the field sales team is not in the company most of the time, it will inevitably bring challenges to the company's resource utilization efficiency and personnel management, with high personnel utilization costs and low efficiency. Summary of the invention

[0005] The purpose of the present invention is to provide a mobile-based collaborative survey management system, which recruits external personnel to assist in the survey, manages the personnel, and pays them according to their workload, thereby saving costs and improving efficiency, solving the problems of insufficient surveyors in some areas of existing insurance companies and untimely surveys due to an increase in the number of cases.

[0006] In order to solve the above technical problems, the present invention is achieved through the following technical solutions:

[0007] The present invention is a collaborative survey management system based on a mobile terminal, including a collaborative survey platform, which centrally manages all survey tasks and survey personnel information, including connecting insurance subsidiary systems, surveyor terminals and third-party assisting survey personnel mobile terminals in various places through the network; a third-party personnel recruitment module, which conducts recruitment for third-party personnel through the collaborative survey platform and publishes recruitment information; a workload settlement module, which assigns tasks to third-party assisting survey personnel mobile terminals according to actual conditions and workload, and conducts online settlement according to the difficulty, region and workload factors of the tasks; an online direct compensation module, in which the third-party assisting survey personnel mobile terminals log in to the collaborative survey platform, view task information in real time, and process survey work data online; a collaborative survey dispatching module, in which the management personnel of the collaborative survey platform dispatch tasks through scheduling, and automatically match and distribute them to the third-party assisting survey personnel mobile terminals.

[0008] Furthermore, the cooperative survey platform also includes the following process:

[0009] S01 Registration of surveyors, including basic information of surveyors, operation area, cooperation fees, and surveyor certification function modules, which are used for automatic dispatching and settlement;

[0010] S02 Insurance subsidiary system audits the co-sponsor;

[0011] S03 queries the status of the surveyor's terminal and the mobile terminal of the third-party assisting surveyor on the insurance subsidiary system through the cooperative survey platform.

[0012] Furthermore, after the third-party assisting surveyor's mobile terminal registration is successful, a unique cooperative survey number will be generated.

[0013] Furthermore, the online direct compensation module opens up the permissions of the mobile terminal of the third-party assisting surveyor, and the third-party assisting surveyor uses the mobile terminal to log in to the survey, view the task and update the task progress and processing results in real time.

[0014] Furthermore, the online direct compensation module checks tasks and updates task progress and processing results in real time, including uploading on-site photos, filling in survey report data, and entering loss information data.

[0015] Furthermore, the collaborative investigation and work assignment module includes information data on the case description, location, and time of the task.

[0016] Furthermore, the cooperative survey and work assignment module generates a claims settlement work number each time a task is assigned; the claims settlement work number of each assigned task is associated with the cooperative survey number of the mobile terminal of the third-party assisting surveyor.

[0017] Furthermore, the collaborative method of the collaborative survey platform includes the following steps:

[0018] SS01 call center receives report information;

[0019] The SS02 collaborative survey platform assigns tasks through the collaborative survey assignment module to form tasks to be surveyed;

[0020] SS03 The third-party surveyor assists in the investigation and logs in to the cooperative investigation platform through a mobile terminal to view the pending investigation tasks. If the assigned task is accepted, the cooperative investigation platform enters the acceptance status. The third-party surveyor assists in the investigation and conducts on-site investigation according to the case description, location and time of the task through a mobile terminal and uploads it to the cooperative investigation platform;

[0021] If the assigned task is not accepted, the cooperative survey will be terminated and other third parties will be reassigned to assist the surveyor in moving the terminal until the task is completed;

[0022] After SS04 completes the task and submits it to the cooperative survey platform, check whether the claim number is associated with the cooperative survey number. If so, proceed to task settlement. If not, enter the whether there is a cooperative survey task flow and pass the review. If yes, proceed to task settlement. If not, proceed to task no settlement.

[0023] SS05 mission completed.

[0024] The present invention has the following beneficial effects:

[0025] The collaborative survey management system of the present invention will achieve timely management, dispatch and monitoring of survey tasks through various means, including mobile phone apps, collaborative survey platforms, etc., as well as simplify the process of information transmission and recruit third-party personnel for surveys, thereby improving efficiency and reducing costs.

[0026] Of course, any product implementing the present invention does not necessarily need to achieve all of the advantages described above at the same time. BRIEF DESCRIPTION OF THE DRAWINGS

[0027] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for describing the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative work.

[0028] Figure 1 This is a diagram of the collaborative survey management system based on the mobile terminal of this embodiment;

[0029] Figure 2 This is a collaborative logic diagram of collaborative survey management based on a mobile terminal in this embodiment. DETAILED DESCRIPTION

[0030] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0031] like Figure 1 As shown, this embodiment is a collaborative survey management system based on a mobile terminal, including

[0032] The cooperative survey platform can be accessed through the web or mobile terminal. Centrally manage all survey tasks and surveyor information, including connecting to the insurance subsidiary systems, surveyor terminals and third-party surveyor mobile terminals in various places through the network; the cooperative survey platform should include surveyor registration, surveyor review, data statistics and other functions. The surveyor terminal is operated by the surveyor, and the surveyor terminal serves as the manager of the cooperative survey platform. The cooperative survey platform also includes the following processes:

[0033] S01 Registration of surveyors, including basic information of surveyors, operation area, cooperation fees, and surveyor certification function modules, which are used for automatic dispatching and settlement;

[0034] S02 Insurance subsidiary system audits the co-sponsor;

[0035] S03 queries the status of the surveyor's terminal and the mobile terminal of the third-party assisting surveyor on the insurance subsidiary system through the cooperative survey platform.

[0036] The module for recruiting third-party personnel conducts recruitment for third-party personnel through the cooperative survey platform, publishes recruitment information, including requirements, remuneration, work location, etc., and receives applicant information. After the third-party assisting survey personnel registers on their mobile terminal, a unique cooperative survey number will be generated.

[0037] The workload settlement module allocates tasks to the mobile terminals of third-party surveyors according to the actual situation and workload, and conducts online settlement based on the difficulty, region, and workload factors of the tasks; and calculates work remuneration based on the established standards and the work performance of each surveyor.

[0038] In the online direct compensation module, third-party surveyors can log in to the cooperative survey platform through their mobile terminals, view task information in real time, and process survey data online. The online direct compensation module allows third-party surveyors to log in to the survey through their mobile terminals, view tasks, and update task progress and processing results in real time. Viewing tasks and updating task progress and processing results in real time in the online direct compensation module includes uploading on-site photos, filling in survey report data, and entering loss information data.

[0039] The cooperative survey dispatching module allows the administrator of the cooperative survey platform to dispatch tasks through scheduling, and automatically match and distribute them to the mobile terminals of third-party survey assisting personnel. The cooperative survey dispatching module includes information data on the case description, location, and time of the task to ensure timely acceptance and processing of tasks. Each time a task is assigned by the cooperative survey dispatching module, a claims settlement number will be generated; the claims settlement number of each assigned task will be associated with the cooperative survey number of the mobile terminal of the third-party survey assisting personnel.

[0040] like Figure 2 As shown, the collaborative method of the collaborative survey platform includes the following steps:

[0041] SS01 call center receives report information;

[0042] The SS02 collaborative survey platform assigns tasks through the collaborative survey assignment module to form tasks to be surveyed;

[0043] SS03 The third-party surveyor assists in the investigation and logs in to the cooperative investigation platform through a mobile terminal to view the pending investigation tasks. If the assigned task is accepted, the cooperative investigation platform enters the acceptance status. The third-party surveyor assists in the investigation and conducts on-site investigation according to the case description, location and time of the task through a mobile terminal and uploads it to the cooperative investigation platform;

[0044] If the assigned task is not accepted, the cooperative survey will be terminated and other third parties will be reassigned to assist the surveyor in moving the terminal until the task is completed;

[0045] After SS04 completes the task and submits it to the cooperative survey platform, check whether the claim number is associated with the cooperative survey number. If so, proceed to task settlement. If not, enter the whether there is a cooperative survey task flow and pass the review. If yes, proceed to task settlement. If not, proceed to task no settlement.

[0046] SS05 mission completed.

[0047] In general, the collaborative survey management system will use a variety of means, including mobile apps and collaborative survey platforms, to achieve timely management, dispatch and monitoring of survey tasks, simplify the process of information transmission, and recruit third-party personnel to conduct surveys, thereby improving efficiency and reducing costs.

[0048] The traditional insurance survey management method is transformed into a cooperative survey management based on mobile applications, which improves work efficiency and management collaboration. After multiple trials and improvements to the system, it has been put into practical use and verified.

[0049] In the description of this specification, the description with reference to the terms "one embodiment", "example", "specific example", etc. means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present invention. In this specification, the schematic representation of the above terms does not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described can be combined in any one or more embodiments or examples in a suitable manner.

[0050] The preferred embodiments of the present invention disclosed above are only used to help illustrate the present invention. The preferred embodiments do not describe all the details in detail, nor do they limit the invention to the specific implementation methods described. Obviously, many modifications and changes can be made according to the content of this specification. This specification selects and specifically describes these embodiments in order to better explain the principles and practical applications of the present invention, so that those skilled in the art can understand and use the present invention well. The present invention is limited only by the claims and their full scope and equivalents.

Claims

1. The collaborative survey management system based on the mobile terminal is characterized by: include The cooperative survey platform centrally manages all survey tasks and surveyor information, including connecting to insurance subsidiary systems, surveyor terminals and mobile terminals of third-party surveyors in various regions through the network; The third-party personnel recruitment module conducts recruitment and publishes recruitment information for third-party personnel through the cooperative survey platform; The workload settlement module allocates tasks to the mobile terminals of third-party surveyors according to the actual situation and workload, and performs online settlement based on the difficulty, region, and workload of the tasks; Online direct compensation module, third-party assisted surveyors log in to the cooperative survey platform through mobile terminals, view task information in real time, and process survey work data online; In the collaborative survey and dispatching module, the management personnel of the collaborative survey platform dispatch tasks through scheduling, and automatically match and distribute them to the mobile terminals of third-party assisting survey personnel.

2. The mobile terminal-based collaborative survey management system according to claim 1 is characterized in that: The cooperative survey platform also includes the following processes: S01 Registration of surveyors, including basic information of surveyors, operation area, cooperation fees, and surveyor certification function modules, which are used for automatic dispatching and settlement; S02 Insurance subsidiary system audits the co-sponsor; S03 queries the status of the surveyor's terminal and the mobile terminal of the third-party assisting surveyor on the insurance subsidiary system through the cooperative survey platform.

3. The mobile terminal-based collaborative survey management system according to claim 2 is characterized in that: After the third-party assisting surveyor's mobile terminal registration is approved, a unique cooperative survey number will be generated.

4. The mobile terminal-based collaborative survey management system according to claim 1 is characterized in that: The online direct compensation module opens the permissions of the mobile terminal of the third-party assisting surveyor, and the third-party assisting surveyor can log in to the survey through the mobile terminal, view the task and update the task progress and processing results in real time.

5. The mobile-based collaborative survey management system according to claim 4 is characterized in that: The online direct compensation module allows users to view tasks and update task progress and processing results in real time, including uploading on-site photos, filling in survey report data, and entering loss information data.

6. The mobile-based collaborative survey management system according to claim 1 is characterized in that: The collaborative investigation and work assignment module includes information data on the case description, location, and time of the task.

7. The mobile terminal-based collaborative survey management system according to claim 3 is characterized in that: The cooperative survey and work assignment module generates a claim settlement work number each time a task is assigned; the claim settlement work number of each assigned task is associated with the cooperative survey number of the mobile terminal of the third-party assisting surveyor.

8. The mobile terminal-based collaborative survey management system according to any one of claims 1 to 7, characterized in that: The collaborative method of the collaborative survey platform includes the following steps: SS01 call center receives report information; The SS02 collaborative survey platform assigns tasks through the collaborative survey assignment module to form tasks to be surveyed; SS03 The third-party surveyor assists in the investigation and logs in to the cooperative investigation platform through a mobile terminal to view the pending investigation tasks. If the assigned task is accepted, the cooperative investigation platform enters the acceptance status. The third-party surveyor assists in the investigation and conducts on-site investigation according to the case description, location and time of the task through a mobile terminal and uploads it to the cooperative investigation platform; If the assigned task is not accepted, the cooperative survey will be terminated and other third parties will be reassigned to assist the surveyor in moving the terminal until the task is completed; After SS04 completes the task and submits it to the cooperative survey platform, check whether the claim number is associated with the cooperative survey number. If so, proceed to task settlement. If not, enter the whether there is a cooperative survey task flow and pass the review. If yes, proceed to task settlement. If not, proceed to task no settlement. SS05 mission completed.