Method for autonomously generating participating vouchers in insurance industry meeting place

Abstract

The invention provides a method for autonomously generating a meeting participation voucher in an insurance industry meeting place, and the method comprises the steps: firstly inputting information of a meeting, a customer and a customer manager by an administrator, and screening a matching template from a classification labeling template library by a system to generate an initial voucher; analyzing user preferences through big data to automatically recommend adaptive layouts, colors and design elements, and supporting an administrator to manually adjust the layouts, characters, pictures and styles at the same time; and then the system automatically optimizes typesetting to adapt to different screens, generates a two-dimensional code voucher containing full conference information, client honor and other contents, and pushes short messages to clients in three days before the conference and on the same day. According to the invention, convenient and personalized voucher generation is realized, efficiency and customer experience are improved, resources are saved, and diversified requirements of the insurance industry are met.

Description

Technical Field

[0001] This invention relates to the field of electronic voucher generation technology, specifically to a method for insurance industry venues to automatically generate participation vouchers. Background Technology

[0002] In the insurance industry, customer participation in events is an important form of business communication, and participation credentials are the key evidence for customers to participate in these events. Traditional participation credentials are mostly in paper form, requiring printing and mailing processes, which are not only cumbersome and costly in terms of manpower and resources, but also pose a risk of loss or delay during delivery, seriously affecting the customer's participation experience.

[0003] While existing methods for generating electronic conference passes have addressed some of the drawbacks of paper passes, most only offer simple QR code generation and fixed-format information display, lacking flexible personalization features. The insurance industry hosts diverse conferences, including health insurance lectures, investment and financial forums, and children's insurance promotions, among others. Furthermore, the clientele varies significantly, with differing ages, occupations, and interests. Existing electronic passes cannot meet these diverse and personalized business needs, and thus fail to satisfy the industry's demand for refined services. Summary of the Invention

[0004] The purpose of this invention is to address the shortcomings of existing technologies by proposing a method for insurance industry venues to autonomously generate participation certificates.

[0005] To achieve the above objectives, the present invention adopts the following technical solution: a method for automatically generating participation certificates at insurance industry conference venues, the specific steps of which are as follows: S1: Gathering User Needs: System administrators enter relevant information through a dedicated input interface to ensure the completeness of information for subsequent voucher generation. The entered information includes core meeting details (type, topic, date, time, location), basic information of registered clients, and relevant information about account managers, providing data support for personalized voucher customization.

[0006] S2: Generate initial voucher template: The system has a built-in categorized template library containing templates of various design styles and types. Based on the meeting type, theme, and other requirements entered by the administrator, the system automatically selects the template with the highest matching degree, embeds the collected user information into the corresponding positions in the template, and quickly generates an initial electronic participation certificate template, laying the foundation for subsequent customization.

[0007] S3: Personalized customization, including both automatic recommendations and manual customization; S31: Automatic Recommendation. The system utilizes big data technology to comprehensively collect and analyze user's historical meeting attendance records, interests, habits, and professional information to build accurate customer profiles. Combined with information such as the meeting theme, it automatically recommends suitable design solutions. Layout Recommendations: A modern and minimalist layout is recommended for younger clients, while a traditional and stable layout is recommended for older clients. Color scheme: Bright and vibrant colors are recommended for children's insurance activities, while dark and gold tones are recommended for high-end wealth management activities. At the same time, the color scheme should be optimized according to the age and gender of the customers. Theme Matching: The health insurance lecture is matched with a green and blue visual style, while the investment and financial management forum adopts a dark blue and gray professional style.

[0008] S32: Manually customized, granting administrators highly customizable permissions and supporting multi-dimensional adjustments: Layout adjustment: Optimize the information display effect by manually dragging the element position and adjusting the element size; Text and image editing: Allows users to modify text content such as meeting agenda and speaker introductions, and add image materials such as company logo, speaker photos, account manager photos and contact information; Color and style adjustments: Adjust the color scheme according to the company's brand colors or event theme, and select suitable fonts and border styles to ensure that the style of the vouchers is consistent with the company image.

[0009] S4: Automatic Adjustment The system intelligently optimizes the layout and format of vouchers based on the administrator's personalized settings, ensuring that the layout of each element is coordinated and the overall style is consistent. At the same time, it adapts to the screen display of different terminals such as mobile phones and tablets, ensuring the clarity and aesthetics of the voucher display.

[0010] S5: Generate electronic vouchers: After all customizations and adjustments are completed, the system generates the final electronic participation voucher, presented in the form of a QR code. This voucher integrates all information, including meeting time, location, agenda, insurance company and speaker information, product introduction, account manager information, client honor levels and promotion information, achieving centralized information display.

[0011] S6: Push credentials: To ensure that clients receive conference information in a timely manner, the system is equipped with a dual push mechanism, sending QR code vouchers to registered clients via SMS three days before the conference and on the day of the conference, respectively, to prevent clients from missing conference information.

[0012] Preferably, the template library contains templates of various design styles and types, which are categorized and tagged according to different meeting needs.

[0013] Preferably, in step S31, the system recommends color schemes based on the customer's age and gender, and recommends visual styles and corresponding colors based on the meeting theme.

[0014] Preferably, in step S32, the images that the administrator can add include the company logo, lecturer photos, account manager photos, and other relevant images.

[0015] In step S32, the style modification includes font selection and border style adjustment to ensure that the style of the electronic voucher is consistent with the company image.

[0016] The electronic participation pass is sent to the customer's mobile phone via SMS, and the customer can scan the QR code to view the meeting details.

[0017] Compared with existing technologies, the beneficial effects of this invention are as follows: Firstly, the method simplifies the voucher generation and transmission process, eliminating the need for printing and mailing. Through automated system operation and SMS push notifications, it significantly improves work efficiency and reduces manpower and material costs. Secondly, by combining automatic recommendations based on big data analysis with flexible manual customization, it achieves multi-dimensional personalized adaptation of voucher layout, color, content, etc., meeting the needs of different meeting themes and customer groups. Simultaneously, electronic vouchers are less prone to loss or damage, and the dual SMS push mechanism ensures timely information delivery, solving the problems of delays and loss in traditional voucher transmission. Finally, by generating electronic vouchers, it completely replaces paper vouchers, reducing resource consumption and aligning with the concept of green and environmentally friendly development. Attached Figure Description

[0018] Figure 1 This is a schematic diagram of the process of this invention. Detailed Implementation

[0019] To provide a further understanding of the purpose, structure, features, and functions of the present invention, detailed descriptions are provided below with reference to specific embodiments.

[0020] Please refer to the reference. Figure 1 This invention provides a method for insurance industry venues to automatically generate participation certificates.

[0021] The system administrator enters meeting information (type: investment and wealth management forum, theme: high-end wealth allocation strategy, date: year X month X day, time: 9:00-12:00, location: banquet hall of XX International Hotel) through the input interface, registered customer information (including customer age, occupation, historical participation record, interests and preferences, etc.) and account manager information; Based on the conference type of "Investment and Wealth Management Forum" and the theme of "High-end Wealth Allocation", the system selects an initial template with a professional and stable style from the template library, and embeds the core conference information and basic client information into the corresponding positions of the template; The automatic recommendation module is based on customer profile analysis (mostly high-net-worth individuals aged 40-60 who have frequently participated in investment and wealth management conferences in the past), recommending a color scheme of dark blue and gray, a traditional and stable layout, and automatically embedding relevant financial product introductions and information on senior lecturers; The administrator added the company's high-end brand logo, customer manager's photo and exclusive contact information through the manual customization function, adjusted the font to a high-end serif font, and optimized the border style to a simple gold line; The system automatically adjusts the voucher layout to ensure that elements such as logo, text, and images are laid out in a coordinated manner and adapted to different customers' mobile phone screens; The system generates a QR code voucher containing all meeting information and the client's personal information; The QR code voucher will be sent to all registered clients via SMS three days before the conference and on the day of the conference. Clients can scan the QR code to view complete conference information.

[0022] The present invention has been described in the above-described embodiments; however, these embodiments are merely examples for implementing the present invention. It must be noted that the disclosed embodiments do not limit the scope of the present invention. Conversely, any modifications and refinements made without departing from the spirit and scope of the present invention are within the scope of patent protection of the present invention.

Claims

1. A method for automatically generating conference participation certificates at insurance industry conference venues, characterized in that: Includes the following steps: S1: Gathering User Needs: The system administrator can enter meeting information, registered customer information, and account manager information through the input interface. The meeting information includes, but is not limited to, meeting type, topic, date, time, location, and participants. S2: Generate initial voucher template: Based on the requirements input by the administrator, the system uses a categorized and tagged template library to filter and match templates, embeds user information in the corresponding locations, and generates an initial electronic participation certificate template. S3: Personalized customization, including both automatic recommendations and manual customization; S31: Automatic recommendation. The system uses big data technology to collect and analyze users' historical meeting records, interests, habits, professional information and meeting data, and recommends suitable layouts, color schemes and design elements based on customer information and meeting theme. S32: Manual customization. Administrators can manually drag and drop elements to adjust their position, size, text content, add images, adjust color schemes, and modify styles to customize the layout, text, images, and color styles of vouchers. S4: Automatic Adjustment The system automatically adjusts the voucher layout and format based on personalized settings to ensure a consistent overall style and adaptability to different screen displays. S5: Generate electronic vouchers: After customization, a final electronic participation voucher will be generated in the form of a QR code. The voucher includes detailed conference information, insurance company and speaker information, product introduction, account manager information, customer honor level and promotion information. S6: Push credentials: The system sends a QR code voucher to registered clients via SMS three days before the meeting and on the day of the meeting.

2. The method for automatically generating participation certificates at insurance industry conference venues as described in claim 1, characterized in that: The template library contains templates of various design styles and types, which are categorized and tagged according to different meeting needs.

3. The method for automatically generating participation certificates at insurance industry conference venues as described in claim 1, characterized in that: In step S31, the system recommends color schemes based on the customer's age and gender, and recommends visual styles and corresponding colors based on the meeting theme.

4. The method for automatically generating participation certificates at insurance industry conference venues as described in claim 1, characterized in that: In step S32, the images that the administrator can add include the company logo, lecturer photos, account manager photos, and other relevant images.

5. The method for automatically generating participation certificates at insurance industry conference venues as described in claim 1, characterized in that: In step S32, the style modification includes font selection and border style adjustment to ensure that the style of the electronic voucher is consistent with the company image.

6. The method for automatically generating participation certificates at insurance industry conference venues as described in claim 1, characterized in that: The electronic participation pass is sent to the customer's mobile phone via SMS, and the customer can scan the QR code to view the meeting details.

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