Insurance agent business financial management system based on SaaS

Abstract

The invention discloses an insurance agent business financial management system based on SaaS, which is used for realizing financial management work of insurance agent business and comprises a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring alarm module and a control module. According to the invention, the defect that financial staff need to make various account information into reports and record the reports into a computer system for financial management work of the insurance agent service in the prior art is effectively overcome, the operation is very convenient, time-saving and labor-saving, the financial management work of the insurance agent service is facilitated, and practical use is facilitated.

Description

Technical Field

[0001] The present invention relates to the technical field of financial management, and in particular to a financial management system for insurance agency business based on SaaS Background Technique

[0002] SaaS (Software-as-a-Service), that is, software as a service, is a model that enables users to connect to and use cloud-based services through the Internet. SaaS provides a complete software solution, and users can purchase it from a cloud service provider on a pay-as-you-go basis, rent applications for an organization, and organization users can connect to the application through the Internet (usually using a web browser). All infrastructure, middleware, application software, and application data are located in the data center of the service provider. The service provider is responsible for managing the hardware and software and ensuring the availability and security of the application and data according to the appropriate service agreement. SaaS enables organizations to quickly build and put into production applications with the lowest upfront costs. SaaS has advantages such as being able to use advanced applications, using clientless software, and easily enhancing employee mobility.

[0003] Insurance agency is to handle insurance business on behalf of the insurer within the scope authorized by the insurer. Insurance agency business involves a large amount of capital transactions. Therefore, financial management work becomes particularly important. Currently, for the financial management work of insurance agency business, financial personnel usually need to make various account information into statements and enter them into the computer system by themselves, which is very cumbersome, time-consuming and laborious, and is not conducive to the financial management work of insurance agency business. Therefore, there is an urgent need for a financial management system for insurance agency business based on SaaS to solve the above technical problems. Summary of the Invention

[0004] The purpose of the present invention is to provide a financial management system for insurance agency business based on SaaS to solve the problems raised in the above background technique.

[0005] To achieve the above purpose, the present invention provides the following technical solutions: A financial management system for insurance agency business based on SaaS, used to implement the financial management work of insurance agency business, including: a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring and alarm module, and a control module; Login module: used to store the account information of insurers and agents and log in to the financial management system of insurance agency business; Login Information Verification Module: It is used to verify whether the account information of the insurer and the agent is correct. If it is incorrect, it will remind the insurer and the agent. If there are multiple consecutive errors, a warning message will be sent to the background of the insurance agency business financial management system, and at the same time, the login interface will be locked, achieving a good security effect; Financial Information Input Module: It is used to input various financial account information into the insurance agency business financial management system; Financial Information Management Module: It is used to classify and integrate the input financial account information; Financial Information Application Module: It is used to organize the financial account information into application reports or graphs, facilitating the insurer and the agent to consult and utilize the financial account information; Monitoring and Alarm Module: It is used to monitor whether there are abnormalities in the input financial account information and issue an alarm prompt, facilitating the insurer and the agent to promptly discover abnormal situations in the financial account information.

[0006] As a further solution of the present invention: The control module is the core module of the entire insurance agency business financial management system, used to implement the control of the insurance agency business financial management system to ensure the normal operation of the login module, login information verification module, financial information input module, financial information management module, financial information application module, and monitoring and alarm module.

[0007] As a further solution of the present invention: The login module includes: a password login unit, a face login unit, and a secret key unit. The insurer and the agent log in to the insurance agency business financial management system through the password login unit and the face login unit, and the secret key unit is used to keep the login information of the insurer and the agent confidential, achieving a good protection effect.

[0008] As a further solution of the present invention: The login information verification module includes: a login information replacement unit, a short message verification unit, and a graphic text verification unit. During the login process, the insurer and the agent can perform short message verification through the short message verification unit and additional graphic text verification through the graphic text verification unit, achieving a good login protection effect. Moreover, the login information of the insurer and the agent can be periodically changed through the login information replacement unit, thereby increasing the security of the login.

[0009] As a further solution of the present invention: The financial information input module includes: a financial information character recognition input unit, a financial information graphic recognition input unit, and a financial information voice recognition input unit. Financial personnel can perform character recognition input, graphic recognition input, and voice recognition input of financial account information into the insurance agency business financial management system through the financial information character recognition input unit, the financial information graphic recognition input unit, and the financial information voice recognition input unit, which is simple, convenient, time-saving, and labor-saving.

[0010] As a further solution of the present invention: the financial information management module includes: a financial information partitioning unit, a financial information statistics unit, a financial information judgment unit, and a financial information storage unit. The financial information partitioning unit partitions and classifies the input financial account information, and performs statistical collation through the financial information statistics unit. During the statistical collation process, the financial information judgment unit judges the financial account information for errors to prevent the occurrence of incorrect financial account information. After ensuring the correctness of the financial account information, it is stored through the financial information storage unit.

[0011] As a further solution of the present invention: the financial information application module includes: a financial information editing unit, a financial information report unit, and a financial information graphics unit. The financial information editing unit edits the stored financial account information, and through the financial information report unit and the financial information graphics unit, sorts out each financial account information in the form of reports and graphics for easy access to the financial account information.

[0012] Compared with the prior art, the beneficial effects of the present invention are: The present invention is provided with a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, and a monitoring and alarm module. The login module is used to store the account information of insurers and agents and log in to the financial management system for insurance agency business. The login information verification module is used to verify whether the account information of insurers and agents is correct. If it is incorrect, it will remind the insurers and agents. If the error occurs multiple times continuously, a warning message will be sent to the background of the financial management system for insurance agency business, and at the same time, the login interface will be locked, achieving a good security effect. The financial information input module is used to input various financial account information into the financial management system for insurance agency business. The financial information management module is used to classify and integrate the input financial account information. The financial information application module is used to organize the financial account information into application reports or graphics for easy access and utilization of the financial account information by insurers and agents. The monitoring and alarm module is used to monitor whether the input financial account information is abnormal and issue an alarm prompt for insurers and agents to promptly discover abnormal financial account information, thereby ensuring better implementation of the financial management work for insurance agency business. The present invention effectively solves the drawback in the prior art that financial personnel need to make various account information into reports and enter them into the computer system for the financial management work of insurance agency business. It is very convenient to operate, saving time and effort, and is beneficial to the financial management work of insurance agency business and practical use. BRIEF DESCRIPTION OF THE DRAWINGS

[0013] Figure 1 It is a structural block diagram of a financial management system for insurance agency business based on SaaS.

[0014] Figure 2 It is a structural block diagram of the login module in the financial management system for insurance agency business based on SaaS

[0015] Figure 3 It is a structural block diagram of the login information verification module in the financial management system for insurance agency business based on SaaS

[0016] Figure 4 It is a structural block diagram of the financial information input module in the financial management system for insurance agency business based on SaaS

[0017] Figure 5 It is a structural block diagram of the financial information management module in the financial management system for insurance agency business based on SaaS

[0018] Figure 6 It is a structural block diagram of the financial information application module in the financial management system for insurance agency business based on SaaS Specific implementation manners

[0019] Various exemplary embodiments, features and aspects of the present application will be described in detail below with reference to the accompanying drawings. The same reference numerals in the drawings denote elements having the same or similar functions. Although various aspects of the embodiments are shown in the drawings, the drawings do not have to be drawn to scale unless otherwise specified

[0020] The special term "exemplary" here means "serving as an example, embodiment or illustration". Any embodiment described as "exemplary" here does not have to be construed as superior or better than other embodiments

[0021] In addition, for better illustration of the present application, numerous specific details are given in the following specific embodiments. Those skilled in the art should understand that the present application can also be implemented without some specific details. In some instances, methods, means and elements well known to those skilled in the art are not described in detail so as to highlight the gist of the present application Embodiment

[0022] Please refer to Figure 1 , a financial management system for insurance agency business based on SaaS, which is used to implement the financial management work of insurance agency business, including: a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring and alarm module, and a control module

[0023] Login module: used to store the account information of insurers and agents, and log in to the financial management system for insurance agency business Login Information Verification Module: Used to verify whether the account information of the insurer and agent is correct. If it is incorrect, it will remind the insurer and agent. If there are multiple consecutive errors, a warning message will be sent to the back-end of the insurance agency business financial management system, and at the same time, the login interface will be locked, achieving a good security effect; Financial Information Input Module: Used to input various financial account information into the insurance agency business financial management system; Financial Information Management Module: Used to classify and integrate the input financial account information for management; Financial Information Application Module: Used to organize the financial account information into application reports or graphs, facilitating the insurer and agent to consult and utilize the financial account information; Monitoring and Alarm Module: Used to monitor whether there are abnormalities in the input financial account information and issue an alarm prompt, facilitating the insurer and agent to promptly discover abnormal situations in the financial account information.

[0024] Preferably, in this embodiment, the control module is the core module of the entire insurance agency business financial management system, used to implement the control of the insurance agency business financial management system to ensure the normal operation of the login module, login information verification module, financial information input module, financial information management module, financial information application module, and monitoring and alarm module.

[0025] It should be specifically noted that: By setting up the login module, login information verification module, financial information input module, financial information management module, financial information application module, and monitoring and alarm module, the present invention ensures better implementation of the financial management work of the insurance agency business. Embodiment

[0026] Please refer to Figure 1 , a SaaS-based insurance agency business financial management system for implementing the financial management work of the insurance agency business, including: a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring and alarm module, and a control module.

[0027] Login Module: Used to store the account information of the insurer and agent and log in to the insurance agency business financial management system; Login Information Verification Module: Used to verify whether the account information of the insurer and agent is correct. If it is incorrect, it will remind the insurer and agent. If there are multiple consecutive errors, a warning message will be sent to the back-end of the insurance agency business financial management system, and at the same time, the login interface will be locked, achieving a good security effect; Financial Information Input Module: Used to input various financial account information into the insurance agency business financial management system; Financial Information Management Module: Used to classify and integrate the input financial account information for management; Financial Information Application Module: Used to organize the financial account information into application reports or graphs for easy access and utilization of the financial account information by insurers and agents; Monitoring and Alarm Module: Used to monitor whether there are abnormalities in the input financial account information and issue an alarm prompt for insurers and agents to timely discover abnormal situations in the financial account information.

[0028] Preferably, in this embodiment, the control module is the core module of the entire insurance agency business financial management system, used to implement the control of the insurance agency business financial management system to ensure the normal operation of the login module, login information verification module, financial information input module, financial information management module, financial information application module, and monitoring and alarm module.

[0029] Please refer to Figures 2-4 Preferably, in this embodiment, the login module includes: a password login unit, a face login unit, and a secret key unit. Insurers and agents can log in to the insurance agency business financial management system through the password login unit and the face login unit, and the secret key unit is used to keep the login information of insurers and agents confidential, achieving a good protection effect.

[0030] Preferably, in this embodiment, the login information verification module includes: a login information replacement unit, a SMS verification unit, and a graphic and text verification unit. Insurers and agents can perform SMS verification through the SMS verification unit and additional graphic and text verification through the graphic and text verification unit during the login process, achieving a good login protection effect. Moreover, the login information of insurers and agents can be regularly changed through the login information replacement unit, thereby increasing the security of login.

[0031] Preferably, in this embodiment, the financial information input module includes: a financial information text recognition input unit, a financial information graphic recognition input unit, and a financial information voice recognition input unit. Financial personnel can input financial account information into the insurance agency business financial management system through the financial information text recognition input unit, the financial information graphic recognition input unit, and the financial information voice recognition input unit for text recognition input, graphic recognition input, and voice recognition input, which is simple, convenient, time-saving, and labor-saving.

[0032] Specifically, compared with the first embodiment, this embodiment specifically illustrates that the login module includes: a password login unit, a face login unit, and a secret key unit. Insurers and agents log in to the insurance agency business financial management system through the password login unit and the face login unit, and the secret key unit keeps the login information of insurers and agents confidential, achieving a good protection effect. Moreover, the login information verification module includes: a login information replacement unit, a short message verification unit, and a graphic text verification unit. During the login process, insurers and agents can conduct short message verification through the short message verification unit and additional graphic text verification through the graphic text verification unit, achieving a good login protection effect. In addition, the login information of insurers and agents can be periodically changed through the login information replacement unit, thereby enhancing the security of login. And the financial information input module includes: a financial information character recognition input unit, a financial information graphic recognition input unit, and a financial information voice recognition input unit. Financial personnel can input financial account information into the insurance agency business financial management system through the financial information character recognition input unit, the financial information graphic recognition input unit, and the financial information voice recognition input unit, which is simple, convenient, time-saving, and labor-saving, thus better realizing the financial management work of insurance agency business. Embodiment

[0033] Please refer to Figure 1 , an SaaS-based insurance agency business financial management system for realizing the financial management work of insurance agency business, including: a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring and alarm module, and a control module.

[0034] Login module: used to store the account information of insurers and agents and log in to the insurance agency business financial management system; Login information verification module: used to verify whether the account information of insurers and agents is correct. If it is incorrect, it will remind insurers and agents. If the error occurs multiple times continuously, a warning message will be sent to the background of the insurance agency business financial management system, and at the same time, the login interface will be locked, achieving a good security effect; Financial information input module: used to input various financial account information into the insurance agency business financial management system; Financial information management module: used to classify and integrate the input financial account information; Financial information application module: used to organize the financial account information into application reports or graphics for insurers and agents to consult and utilize the financial account information; Monitoring and alarm module: It is used to monitor whether there are abnormalities in the input financial account information and issue an alarm prompt, so as to facilitate the insurer and agent to timely discover the abnormal situation of the financial account information.

[0035] Preferably, in this embodiment, the control module is the core module of the entire financial management system for insurance agency business, which is used to realize the control of the financial management system for insurance agency business, and ensure the normal operation of the login module, login information verification module, financial information input module, financial information management module, financial information application module and monitoring and alarm module.

[0036] Please refer to Figures 2-4 , preferably, in this embodiment, the login module includes: a password login unit, a face login unit and a secret key unit. The insurer and agent log in to the financial management system for insurance agency business through the password login unit and the face login unit, and the secret key unit keeps the login information of the insurer and agent confidential, achieving a good protection effect.

[0037] Preferably, in this embodiment, the login information verification module includes: a login information replacement unit, a SMS verification unit, and a graphic text verification unit. During the login process, the insurer and agent can perform SMS verification through the SMS verification unit and additional graphic text verification through the graphic text verification unit, achieving a good login protection effect. Moreover, the login information of the insurer and agent can be periodically changed through the login information replacement unit, thus increasing the login security.

[0038] Preferably, in this embodiment, the financial information input module includes: a financial information character recognition input unit, a financial information graphic recognition input unit, and a financial information voice recognition input unit. Financial personnel can input the financial account information into the financial management system for insurance agency business through the financial information character recognition input unit, the financial information graphic recognition input unit, and the financial information voice recognition input unit for character recognition input, graphic recognition input, and voice recognition input, which is simple, convenient, time-saving and labor-saving.

[0039] Please refer to Figures 5-6 , preferably, in this embodiment, the financial information management module includes: a financial information zoning unit, a financial information statistics unit, a financial information judgment unit, and a financial information storage unit. The financial information zoning unit classifies and partitions the input financial account information, and conducts statistical collation through the financial information statistics unit. During the statistical collation process, the financial information judgment unit judges the financial account information for errors to prevent the occurrence of incorrect financial account information. After ensuring the correctness of the financial account information, it is stored through the financial information storage unit.

[0040] Preferably, in this embodiment, the financial information application module includes: a financial information editing unit, a financial information report unit, and a financial information graph unit. The financial information editing unit edits the stored financial account information, and through the financial information report unit and the financial information graph unit, organizes each financial account information into the form of a report and a graph for easy access to the financial account information.

[0041] It should be specifically noted that: compared with Embodiment 2, this embodiment specifically illustrates that the financial information management module includes: a financial information zoning unit, a financial information statistics unit, a financial information judgment unit, and a financial information storage unit. The financial information zoning unit classifies and partitions the input financial account information, and conducts statistical collation through the financial information statistics unit. During the statistical collation process, the financial information judgment unit judges the financial account information for errors to prevent the occurrence of incorrect financial account information. After ensuring the correctness of the financial account information, it is stored through the financial information storage unit. In addition, the financial information application module includes: a financial information editing unit, a financial information report unit, and a financial information graph unit. The financial information editing unit edits the stored financial account information, and through the financial information report unit and the financial information graph unit, organizes each financial account information into the form of a report and a graph for easy access to the financial account information, thereby better realizing the financial management work of the insurance agency business.

[0042] It should be noted specifically that: The present invention is provided with a login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, and a monitoring and alarm module. The login module is used to store the account information of insurers and agents and log in to the financial management system for insurance agency business. The login information verification module is used to verify whether the account information of insurers and agents is correct. If it is incorrect, it will remind the insurers and agents. If there are multiple consecutive errors, a warning message will be sent to the background of the financial management system for insurance agency business, and at the same time, the login interface will be locked, achieving a good security effect. The financial information input module is used to input various financial account information into the financial management system for insurance agency business. The financial information management module is used to classify and integrate the input financial account information. The financial information application module is used to organize the financial account information into application reports or graphs for easy access and utilization by insurers and agents. The monitoring and alarm module is used to monitor whether the input financial account information is abnormal and issue an alarm prompt for insurers and agents to promptly discover abnormal situations of financial account information, thereby ensuring better implementation of the financial management work for insurance agency business. The present invention effectively solves the drawback in the prior art that for the financial management work of insurance agency business, financial personnel need to make various account information into reports and input them into the computer system by themselves. It is very convenient to operate, saving time and effort, which is beneficial to the financial management work of insurance agency business and beneficial to practical use.

[0043] For those skilled in the art, it is obvious that the present invention is not limited to the details of the above-described exemplary embodiments, and without departing from the spirit or basic characteristics of the present invention, the present invention can be implemented in other specific forms. Therefore, from any point of view, the embodiments should be regarded as exemplary and non-limiting. The scope of the present invention is defined by the appended claims rather than the above description. Therefore, it is intended to embrace all changes falling within the meaning and scope of the equivalent elements of the claims in the present invention.

[0044] In addition, it should be understood that although this specification is described in terms of embodiments, not every embodiment only contains an independent technical solution. This narrative way of the specification is only for clarity. Those skilled in the art should regard the specification as a whole, and the technical solutions in each embodiment can also be appropriately combined to form other embodiments that can be understood by those skilled in the art.

Claims

1. A SaaS-based financial management system for insurance agency business, which is used to implement the financial management work of insurance agency business, and is characterized in that, Including: A login module, a login information verification module, a financial information input module, a financial information management module, a financial information application module, a monitoring and alarm module, and a control module; The login module: used to store the account information of insurers and agents and log in to the financial management system for insurance agency business; The login information verification module: used to verify whether the account information of insurers and agents is correct. If it is incorrect, it will remind the insurers and agents. If there are multiple consecutive errors, a warning message will be sent to the background of the financial management system for insurance agency business, and at the same time, the login interface will be locked, achieving a good security effect; The financial information input module: used to input various financial account information into the financial management system for insurance agency business; The financial information management module: used to classify and integrate the input financial account information; The financial information application module: used to organize the financial account information into application reports or graphs for insurers and agents to consult and utilize the financial account information; The monitoring and alarm module: used to monitor whether the input financial account information is abnormal and issue an alarm prompt for insurers and agents to timely discover abnormal situations of the financial account information.

2. The SaaS-based financial management system for insurance agency business according to claim 1, wherein The control module is the core module of the entire financial management system for insurance agency business, used to control the financial management system for insurance agency business to ensure the normal operation of the login module, the login information verification module, the financial information input module, the financial information management module, the financial information application module, and the monitoring and alarm module.

3. The SaaS-based financial management system for insurance agency business according to claim 1, wherein The login module includes: a password login unit, a face login unit, and a secret key unit. Insurers and agents log in to the financial management system for insurance agency business through the password login unit and the face login unit, and the secret key unit is used to keep the login information of insurers and agents confidential, achieving a good protection effect.

4. The SaaS-based financial management system for insurance agency business according to claim 1, wherein The login information verification module includes: a login information replacement unit, a SMS verification unit, and a graphic and text verification unit. Insurers and agents can perform SMS verification through the SMS verification unit during the login process and attach the graphic and text verification unit for graphic and text verification, achieving a good login protection effect, and the login information of insurers and agents can be regularly changed through the login information replacement unit, thus increasing the security of login.

5. The SaaS-based financial management system for insurance agency business according to claim 1, wherein The financial information input module includes: a financial information character recognition input unit, a financial information graphic recognition input unit, and a financial information voice recognition input unit. Financial personnel can perform character recognition input, graphic recognition input, and voice recognition input of financial account information into the financial management system for insurance agency business through the financial information character recognition input unit, the financial information graphic recognition input unit, and the financial information voice recognition input unit, which is simple, convenient, time-saving, and labor-saving.

6. The SaaS-based financial management system for insurance agency business according to claim 1, characterized in that The financial information management module includes: a financial information partitioning unit, a financial information statistics unit, a financial information judgment unit, and a financial information storage unit. The financial information partitioning unit partitions and classifies the input financial account information, and conducts statistical collation through the financial information statistics unit. During the statistical collation process, the financial information judgment unit makes error judgments on the financial account information to prevent errors in the financial account information. After ensuring the correctness of the financial account information, it is stored through the financial information storage unit.

7. The SaaS-based financial management system for insurance agency business according to claim 1, wherein The financial information application module includes: a financial information editing unit, a financial information report unit, and a financial information graph unit. The financial information editing unit edits the stored financial account information, and through the financial information report unit and the financial information graph unit, organizes each financial account information into the form of reports and graphs for easy access to the financial account information.

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