An elderly person-based home-based endowment service data supervision management method and system

By constructing an intelligent supervision system that integrates multi-source data aggregation, status tracking, and proactive early warning, the problems of lagging supervision and lack of closed-loop management in home-based elderly care services have been solved. This system enables digital tracking and early warning of anomalies throughout the entire process, thereby improving supervision efficiency and service quality.

CN122199238APending Publication Date: 2026-06-12BEIJING ZHIMIN IOT TECHNOLOGY CO LTD

Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
BEIJING ZHIMIN IOT TECHNOLOGY CO LTD
Filing Date
2026-03-11
Publication Date
2026-06-12

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Abstract

The present application relates to the technical field of information management of old-age service, and especially relates to a home-based old-age service data supervision and management method and system based on the elderly. The method comprises the following steps: basic information filing (mini-program end operation); service agreement management (PC end + mini-program end cooperation); whole-process service monitoring (mini-program end recording + PC end monitoring); multi-dimensional supervision and early warning (system automatic identification + manual processing); data statistics and follow-up management (PC end operation). The system comprises a cloud server, a PC end management module and a mini-program end operation module. Through double-terminal cooperation and whole-process digital design, the present application realizes real-time monitoring, intelligent early warning and visual analysis of home-based old-age service data, improves supervision efficiency and service quality, and provides technical support for fine management of old-age service.
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Description

Technical Field

[0001] This invention relates to the field of information management technology for elderly care services, and in particular to a method and system for monitoring and managing home-based elderly care service data. Background Technology

[0002] With the promotion of home-based elderly care services, governments and service providers have placed higher demands on service quality and regulatory efficiency. Currently, the supervision of home-based elderly care services faces the following main problems: First, regulatory methods are passive and lagging, relying heavily on manual post-event spot checks or complaint handling, lacking real-time, proactive monitoring capabilities throughout the entire service process; second, service data is scattered and isolated, with service provider information, personnel information, service records, and recipient files not effectively integrated, making correlation analysis and precise supervision difficult; third, it is difficult to detect abnormal situations, lacking automatic identification mechanisms for changes in recipient status (such as death), falsification of service processes (such as fake attendance records or subcontracted services), and substandard service quality, resulting in blind spots in supervision; fourth, the regulatory process lacks a closed loop, with a lack of standardized handling, feedback, and follow-up procedures after early warning information is discovered, leading to poor regulatory effectiveness. Therefore, constructing an intelligent home-based elderly care service supervision system that integrates data aggregation, process tracking, proactive early warning, and closed-loop handling is of great significance for improving the efficiency of elderly care service supervision and protecting the rights and interests of the elderly. Summary of the Invention

[0003] The present invention aims to solve the above problems and provide a data supervision and management method and system for home-based elderly care services. Through data aggregation, status tracking, intelligent early warning and closed-loop processing, it realizes proactive supervision of the entire process and multiple dimensions of home-based elderly care services.

[0004] A method and system for monitoring and managing data on home-based elderly care services, comprising the following steps: Step 1: Multi-source data aggregation and archiving. Through data interfaces and mobile terminal input, data such as service organizations, service personnel, service recipients, service agreements, service process trajectories, and service evaluations are aggregated to the cloud platform to form a unified elderly care service database and generate a unique identifier for each service. Step 2: Track the status of the entire service process. The system monitors the status of the entire service order in real time, from its generation, on-site service personnel arrival, service process check-in to service completion evaluation. It uses location data and service timestamps to verify the authenticity of the service and synchronizes the status to the monitoring end in real time. Step 3: Proactive anomaly warning analysis. Based on a preset regulatory rule engine, the system performs real-time or periodic analysis on aggregated data, automatically identifies and generates warning information such as identity changes, service object anomalies (e.g., death), and service process anomalies (e.g., abnormal service time, abnormal location, multiple services at the same time). Step 4: Closed-loop early warning handling and feedback. After receiving the early warning information, the regulatory end pushes the early warning information to the corresponding management node for review, verification and handling through the system's built-in task flow mechanism, and records the handling results, forming a closed-loop regulatory process of "early warning-handling-feedback".

[0005] As a further improvement of the present invention, the proactive anomaly warning analysis specifically includes: periodically comparing service object file information with externally imported identity data to generate an identity change warning; periodically comparing service object files with externally imported death information data to generate a death warning; and analyzing service check-in and check-out times to generate service time anomaly warnings for services that are earlier than the preset earliest time or later than the preset latest time.

[0006] As a further improvement of the present invention, the proactive anomaly warning analysis also includes: analyzing different service records under the same timestamp, and generating a service process anomaly warning when the same service object is served by multiple people or the same service personnel serves multiple people; calculating the distance between the service check-in location and the agreed address of the service object, and generating a service location anomaly warning when the distance exceeds a preset threshold.

[0007] As a further improvement of the present invention, the closed-loop early warning handling and feedback supports the flow management of early warning status, which includes pending processing, confirmed abnormality, early warning cancelled, and processed status. Each status change records the operator, operation time, and handling opinion.

[0008] A method and system for monitoring and managing home-based elderly care services, including a cloud platform, a management terminal module, and a mobile terminal module; The cloud platform, serving as a data center and computing hub, is deployed in a public cloud environment and has a built-in regulatory rule engine and data analysis module, responsible for data storage, synchronization, computing, and early warning generation. The management terminal functional modules include a service monitoring center, institution management, service personnel management, care service management, service supervision, and follow-up management modules; The mobile terminal module is used by service personnel and includes functions such as service project execution, service process check-in, service evaluation entry, and agreement management.

[0009] As a further improvement of the present invention, the service supervision module is linked with the supervision rule engine of the cloud platform to realize the automatic generation, visualization and status flow management of at least one of the following warning information: identity change warning, death warning, abnormal service time warning, abnormal service location warning, abnormal service object warning, and abnormal service personnel warning.

[0010] As a further improvement of the present invention, the care service management module supports the digital configuration of service categories and service items, and associates service objects, service items and service personnel through agreement management and service object management to form executable service orders, and the order status is synchronized to the service monitoring center in real time.

[0011] As a further improvement of the present invention, the system adopts a layered architecture design, which is divided into a facility layer, a data layer, a support layer, a functional layer, and a user layer from bottom to top; the support layer includes a workflow engine, which is used to support the automated flow of business processes such as early warning handling and service verification.

[0012] As a further improvement of the present invention, the system is developed based on a B / S architecture, with the management terminal accessed through a browser and the mobile terminal being a customized application; the cloud platform has encrypted data storage, role-based access control, and elastic scaling capabilities.

[0013] The beneficial effects of this invention are as follows: It forms a regulatory data foundation through multi-source data aggregation, enabling digital and visual tracking of the entire service process; it innovatively introduces a regulatory rule engine, transforming passive supervision into proactive early warning, automatically and intelligently detecting various anomalies such as identity changes and service fraud; it constructs a closed-loop management process for early warning information from discovery, processing to feedback, ensuring the effective implementation of regulatory measures; and its layered design and modular construction provide excellent scalability and maintainability, effectively improving the refinement and intelligence of home-based elderly care service supervision, and safeguarding the standardization of elderly care services and the legitimate rights and interests of the elderly. Attached Figure Description

[0014] Figure 1 This is a flowchart of a data supervision and management method and system for home-based elderly care services based on the present invention. Detailed Implementation

[0015] To make the technical problems, technical solutions, and beneficial effects to be solved by this application clearer, the following detailed description is provided in conjunction with the accompanying drawings and embodiments. It should be understood that the embodiments described herein are merely illustrative and are not intended to limit the scope of this application.

[0016] This invention provides a method and system for monitoring and managing home-based elderly care services, comprising the following steps: Step 1: Basic Information Filing. Service organizations enter basic information about the service organization, service personnel, and service recipients through the mini-program. The system automatically completes the digital archiving and generates a unique identification code. The service recipient information includes core data such as residential area, identity type, and health status, while the service personnel information includes key content such as qualification certificates, affiliated organization, and service scope. Step 2: Service Agreement Management. After the service provider and the service recipient sign the service agreement offline, they enter the agreement details into the system, including information such as service type, service items, and service period. The system links the data of the service recipient and the service provider and generates an agreement ledger, supporting the modification, verification, and modification history tracing of agreement information. Step 3: Full-process service monitoring. Service personnel record service process data in real time through the mini-program, including service time, service location, service content and service credentials. The system automatically synchronizes to the cloud and supports dynamic updates of service status and anomaly marking. The administrator can view the service progress in real time through the PC. Step 4: Multi-dimensional monitoring and early warning. The system regularly performs intelligent analysis of service data, automatically identifies issues such as identity changes, abnormal service time, service distance discrepancies, and abnormal service recipients / personnel, and generates early warnings. It supports querying, reviewing, and processing of early warning data. Step 5: Data statistics and follow-up management. The system automatically counts data such as the number of contracts signed, service completion status, and service project distribution, and presents it in a visual format. The manager initiates service follow-ups through the PC, records the follow-up results, and forms a closed-loop supervision.

[0017] In the basic information filing step of this invention, service personnel information requires two levels of administrator review and authorization. The first level reviews the individual's basic information and qualification certificates, and the second level verifies the consistency of key information. The review results are divided into three categories: pending review, approved review, and unapproved review. Personnel whose review is unapproved need to resubmit their information. In the full-process service monitoring step, the system supports real-time display of service location and historical trajectory tracing, presenting the service coverage area through map visualization. It also supports manual adjustment of service effectiveness, allowing for invalidation marking or restoration of valid operations for completed services. In the multi-dimensional supervision and early warning step, early warning types include identity change warning, death warning, service standard compliance warning, service recipient abnormality warning, service personnel abnormality warning, service distance warning, and abnormal service time warning. Each warning has pre-defined judgment rules and processing procedures, and the status is divided into four categories: pending processing, confirmed abnormality, warning canceled, and processed. In the data statistics and follow-up management step, statistical data supports multi-dimensional filtering by region, institution, time period, service type, etc. Follow-up management supports querying by service recipient type, service frequency, service time, etc. Follow-up content includes core indicators such as service attitude, service quality, and service duration.

[0018] A method and system for monitoring and managing data on home-based elderly care services, including a cloud server, a PC-based management module, and a mini-program-based operation module. The cloud server, serving as a data hub, is deployed in a public cloud environment to achieve real-time data synchronization and encrypted storage between the PC and the mini-program, supporting efficient processing of massive amounts of service data. The PC-based management module includes a service monitoring center, institution management, service personnel management, care service management, service supervision, follow-up management, and data statistics modules, which are adapted to the different operational needs of government personnel, institution managers, and system maintenance personnel. The mini-program operation module includes modules for information entry, service records, agreement management, location upload, and credential submission, which are adapted to the field operation scenarios of service personnel.

[0019] The PC-based care service management module of this invention includes sub-modules for service category management, service item management, service recipient management, service management, agreement management, service verification, and verification record management. It supports adding, modifying, and deleting service categories, configuring service item parameters, and verifying and recording the entire service process. The PC-based service monitoring module has an automatic abnormal data identification and early warning mechanism. It can monitor service data in real time and automatically generate early warning information and push it to the management terminal when abnormal situations occur, such as service time earlier than 6:00 AM or later than 9:00 PM, service address not matching residential address, or multiple people serving the same recipient at the same time. The mini-program supports offline service data entry and temporary storage, and automatically synchronizes to the cloud server after network recovery to ensure no data loss during field operations. It also provides a service certificate photo upload function and supports real-time feedback on service evaluations. Example

[0020] Taking the home-based elderly care service supervision scenario in XX District, Beijing as an example, this invention applies the home-based elderly care service data supervision and management method and system, combined with actual business needs, to explain in detail the method execution process and system function implementation details, further demonstrating the improvement effect of this invention on the traditional management model, as follows: (I) Implementation prerequisites and system deployment XX District currently has 20 elderly care service institutions, serving approximately 5,000 home-based elderly individuals across 30 townships and subdistricts. Previously, the traditional "paper record + manual summary" model was used, which suffered from problems such as delayed service data verification, untimely detection of anomalies, and low efficiency in statistical analysis. To address these pain points, the system of this invention was deployed: System architecture: The PC-based management platform is built on a B / S architecture, and the cloud server is deployed in an Alibaba Cloud environment. It is configured with a data encryption storage module and three-level access control (government regulators, institutional managers, and service personnel). Terminal configuration: PC accounts were assigned to managers of 20 institutions, and mini-program accounts (compatible with Android / iOS systems) were provided to 150 service personnel, supporting offline data storage function; System initialization: Enter 8 service categories such as rehabilitation nursing, health management, meal assistance, and bathing assistance through the "Service Category Management Module" on the PC. Configure 50 specific service item parameters through the "Service Item Management Module", including service duration, reference price, service time (06:00-21:00), etc., and preset abnormal warning rules (such as service time exceeding the time period, service address and residential address distance exceeding 5 kilometers, etc.).

[0021] (II) Implementation of the entire method process Step 1, Basic Information Filing (operation via mini-program): A senior care service institution entered its information through a mini-program: the district / county it belongs to, the street it belongs to, the institution name "for regulatory testing purposes", the person in charge "Ma XX", the contact number "1851146XXXX", etc. The system automatically generated a unique identifier for the institution, "FD2026001". Service personnel Wang XX submitted personal information via the mini-program: name "Wang XX", ID number "11022519XX03125XXXX", contact number "159XXXX5022", start date "2025-02-22", ID photo, etc. The organization administrator completed the first-level review via PC, and the government regulatory personnel completed the second-level review. After the review was approved, the system generated a unique identifier for the service personnel "FW2026001". The service recipient, Wu XX, had his / her information entered by the organization: name "Wu XX", ID number "34052119XX0315XXXX", contact number "150XXXX2080", residential area "XX District XX Town", and recipient type "disabled recipient (low-income assistance)", etc. The system generates a unique identifier for the service recipient "FL2026001", and all information is archived to the cloud server in real time.

[0022] Step 2, Service Agreement Management (PC + Mini Program Collaboration): After the organization signed a "Daily Care Service Agreement" with Wu XX, it entered the agreement details through the mini-program: Agreement name "Wu XX's Agreement", service type "Daily Care Service", service items "Turning over and changing clothes, bedsore physiotherapy", service cycle "4 times per month". The system automatically linked the data of the organization (FD2026001) and the service recipient (FL2026001) and generated an agreement ledger. Government regulators can view agreement information through the "Agreement Management Module" on the PC, click the "Verify" button to check the authenticity of the agreement, and if they find that the signatory information is incorrect, they can adjust it through the "Modify" function and record the modification history to ensure that the agreement is traceable.

[0023] Step 3, end-to-end service monitoring (mini-program + PC collaboration): Service personnel Wang XX went to Wu XX's home to provide services at the agreed time. The service time was recorded in real time through the mini-program: service time "2026-03-01 16:35:58", service location (automatically uploaded via location), service item "turning over and changing clothes", and a photo was uploaded as proof of service. The system automatically synchronizes service data to the cloud. The "Service Management Module" on the PC displays the service status as "Incomplete" in real time. Government regulators can view the specific location of the service through the "Service Location Display" module. After the service was completed, Wang XX updated the service status to "completed" through the mini-program, and Wu XX evaluated the service's friendliness through the mini-program. The evaluation data was synchronized to the system.

[0024] Step 4, Multi-dimensional monitoring and early warning (automatic system operation + PC operation): The system periodically analyzes service data and found that the "bedsore physiotherapy" service provided by service personnel Wang XX to Li XX was at "2026-02-08 22:09", which exceeded the preset service period (06:00-21:00). An "abnormal service time warning" was automatically generated and the status was "pending processing". Government regulators can view the warning information through the "Service Supervision Module" on the PC, verify the situation, select "Confirm Abnormality", and notify the agency to rectify the situation. After the rectification is completed, the status will be updated to "Processed". Meanwhile, the system automatically generates service compliance data on the 25th and 28th of each month, and generates warnings for those who provide services less than twice or whose service duration is less than 8 hours, helping regulatory personnel to conduct accurate investigations.

[0025] Step 5, Data Statistics and Follow-up Management (PC Operation): At the end of each month, government regulators use the "Service Statistics Module" on the PC to select "XX District" for data statistics. The system displays the daily service volume of 20 institutions in the form of a line graph. By viewing the number of times each type of service is performed through the "Service Item Statistics" module, it is found that the "General Cleaning" service ranks first with 911 times. The "Follow-up Management Module" filters service recipients of the "Disabled Persons (Low-Income Assistance)" type, initiates random follow-up visits, records evaluation results such as service attitude and service quality, and forms follow-up records for archiving, which serve as the basis for assessing the service quality of the organization.

[0026] (III) Verification of Implementation Results Through this embodiment, the present invention achieves three core improvements in practical applications: (1) Improved management efficiency: The time for service data entry, verification and statistics is shortened by 70% compared with the traditional model, and the number of service objects managed by the average government regulatory personnel is increased from 50 to 150; (2) Improved regulatory accuracy: The time for identifying abnormal service data is shortened from 7 days to real time, and the rectification rate of abnormal problems is increased from 60% to 95%, effectively eliminating the phenomenon of false services; (3) Improved service quality: Through follow-up supervision and data-driven approaches, the satisfaction rate of service objects is increased from 82% to 96%, and the service compliance rate is increased from 75% to 90%.

[0027] Meanwhile, the system's multi-terminal adaptability, high concurrency processing capability, and security stability ensure that it can support the regulatory needs of large-scale regional elderly care services and has the value of being promoted and applied nationwide.

[0028] As can be seen from the above embodiments, the data supervision and management method and system for home-based elderly care services proposed in this invention, through a collaborative design of "full-process online + real-time monitoring + intelligent early warning + visual analysis," completely breaks down the information barriers and efficiency bottlenecks of traditional management models. From a management process perspective, dual-terminal collaboration achieves closed-loop management from information entry to service completion, and real-time data synchronization eliminates delays and errors caused by manual transmission. From a supervisory effectiveness perspective, the multi-dimensional early warning mechanism leaves no room for abnormal issues to hide, realizing a shift in supervision from "post-event verification" to "pre-event prevention and in-event control." From a decision support perspective, multi-dimensional statistical analysis provides accurate data for service resource optimization and policy formulation, promoting the transformation of elderly care service management from "experience-driven" to "data-driven." Furthermore, the system's high compatibility and scalability enable it to adapt to the supervisory needs of elderly care services in different regions and at different scales, providing a feasible technical path for the standardized and refined development of the home-based elderly care service system.

Claims

1. A method and system for monitoring and managing data on home-based elderly care services, characterized in that, Includes the following steps: Step 1: Basic Information Filing. Service organizations enter basic information about the service organization, service personnel, and service recipients through the mini-program. The system automatically completes the digital archiving and generates a unique identification code. The service recipient information includes core data such as residential area, identity type, and health status, while the service personnel information includes key content such as qualification certificates, affiliated organization, and service scope. Step 2: Service Agreement Management. After the service provider and the service recipient sign the service agreement offline, they enter the agreement details into the system, including information such as service type, service items, and service period. The system links the data of the service recipient and the service provider and generates an agreement ledger, supporting the modification, verification, and modification history tracing of agreement information. Step 3: Full-process service monitoring. Service personnel record service process data in real time through the mini-program, including service time, service location, service content and service credentials. The system automatically synchronizes to the cloud and supports dynamic updates of service status and anomaly marking. The administrator can view the service progress in real time through the PC. Step 4: Multi-dimensional monitoring and early warning. The system regularly performs intelligent analysis of service data, automatically identifies issues such as identity changes, abnormal service time, service distance discrepancies, and abnormal service recipients / personnel, and generates early warnings. It supports querying, reviewing, and processing of early warning data. Step 5: Data statistics and follow-up management. The system automatically counts data such as the number of contracts signed, service completion status, and service project distribution, and presents it in a visual format. The manager initiates service follow-ups through the PC, records the follow-up results, and forms a closed-loop supervision.

2. The method and system for monitoring and managing home-based elderly care service data according to claim 1, characterized in that, In the basic information filing process, service personnel information needs to be reviewed and authorized by the administrator at two levels. The first level reviews the personal basic information and qualification certificates, and the second level verifies the consistency of key information. The review results are divided into three categories: pending review, approved review, and unapproved review. Personnel who fail the review need to resubmit their information.

3. The method and system for monitoring and managing home-based elderly care service data according to claim 1, characterized in that, In the full-process service monitoring steps, the system supports real-time display of service location and historical trajectory tracing, presents the service coverage through map visualization, and supports manual adjustment of service validity, allowing for invalidation of completed services or restoration of valid operations.

4. The method and system for monitoring and managing home-based elderly care service data as described in claim 1, characterized in that, In the multi-dimensional supervision and early warning steps, the early warning types include identity change early warning, death early warning, service compliance early warning, abnormal service recipient early warning, abnormal service personnel early warning, service distance early warning, and abnormal service time early warning. Each type of early warning has a pre-set clear judgment rule and processing procedure, and the status is divided into four categories: pending processing, confirmed abnormality, early warning canceled, and processed.

5. The method and system for monitoring and managing home-based elderly care service data according to claim 1, characterized in that, In the data statistics and follow-up management steps, the statistical data supports multi-dimensional filtering by region, institution, time period, service type, etc., and the follow-up management supports querying by service object type, service frequency, service time, etc. The follow-up content includes core indicators such as service attitude, service quality, and service duration.

6. A method and system for monitoring and managing data on home-based elderly care services, characterized in that, Includes cloud server, PC-side management module, and mini-program-side operation module. The cloud server, serving as a data hub, is deployed in a public cloud environment to achieve real-time data synchronization and encrypted storage between the PC and the mini-program, supporting efficient processing of massive amounts of service data. The PC-based management module includes a service monitoring center, institution management, service personnel management, care service management, service supervision, follow-up management, and data statistics modules, which are adapted to the different operational needs of government personnel, institution managers, and system maintenance personnel. The mini-program operation module includes modules for information entry, service records, agreement management, location upload, and credential submission, which are adapted to the field operation scenarios of service personnel.

7. The method and system for monitoring and managing home-based elderly care service data according to claim 6, characterized in that, The PC-based care service management module includes sub-modules for service category management, service item management, service recipient management, service management, agreement management, service verification, and verification record management. It supports adding, modifying, and deleting service categories, configuring service item parameters, and verifying and recording the entire service process.

8. The method and system for monitoring and managing home-based elderly care service data according to claim 6, characterized in that, The PC-side service monitoring module is equipped with an automatic abnormal data identification and early warning mechanism, which can monitor service data in real time. When abnormal situations occur, such as service time earlier than 6:00 or later than 21:00, service address not matching residential address, or multiple people serving the same object at the same time, early warning information is automatically generated and pushed to the management terminal.

9. A method and system for monitoring and managing home-based elderly care service data as described in claim 6, characterized in that, The mini-program supports offline service data entry and temporary storage, and automatically synchronizes to the cloud server after the network is restored to ensure that data is not lost during field operations. It also provides a service certificate photo upload function and supports real-time feedback on service evaluation.