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Protocol file generation method and terminal

A protocol and document technology, applied in the generation method of protocol document and its terminal field, can solve the problems of cumbersome operation, low quotation efficiency, increase operation difficulty, etc., and achieve the effect of improving query efficiency, increasing speed, and reducing filling operations.

Active Publication Date: 2018-03-13
CHINA PING AN PROPERTY INSURANCE CO LTD
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AI Technical Summary

Problems solved by technology

[0003] In view of this, the embodiment of the present invention provides a method for generating an agreement file and its terminal to solve the existing technology for generating an agreement file, which requires the customer to input complete customer information before the agreement can be displayed. If the customer needs to know If there are multiple agreement documents, you need to fill in the information of the agreement documents each time before you can know the corresponding quotation situation. The operation is more cumbersome, the quotation efficiency is low, and the quotation information of different agreement documents needs to be separated into multiple pages. It shows that customers need to switch back and forth between multiple interfaces to obtain the quotation of each agreement document, which reduces the customer's experience and increases the difficulty of operation

Method used

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  • Protocol file generation method and terminal
  • Protocol file generation method and terminal
  • Protocol file generation method and terminal

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Embodiment Construction

[0036] In order to make the object, technical solution and advantages of the present invention clearer, the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0037]In the embodiment of the present invention, the user can query the agreement file to be signed through one or more keywords, and the terminal device determines the fuzzy keyword with a high correlation with the keyword according to the keyword input by the user, thereby generating the corresponding Protocol query results, thereby reducing the need for users to repeatedly adjust keywords to find the appropriate protocol, and improving user query efficiency; users can select the appropriate protocol as the target protocol from the protocol query results, and the terminal device will select the t...

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Abstract

The invention is suitable for the technical field of data processing and provides a protocol file generation method and a terminal. The method comprises the steps of obtaining a keyword used for querying a protocol, and determining a fuzzy keyword corresponding to the keyword; extracting the protocol matched with the keyword or the fuzzy keyword from a preset protocol database, and generating a protocol query result; according to the received selection instruction, determining a target protocol corresponding to the selection instruction from the protocol query result; extracting a pricing parameter contained in the target protocol, and outputting a parameter filling page about the pricing parameter; based on a parameter value of the pricing parameter, outputting a quoted price previewing page containing multiple protocol price quotation schemes and corresponding to the target protocol; and receiving a transaction confirmation instruction about one protocol price quotation scheme, and according to the transaction confirmation instruction, generating a protocol file about the protocol price quotation scheme. The problems of relatively complicated operation and relatively low price quotation efficiency of an existing protocol file generation technology are solved.

Description

technical field [0001] The invention belongs to the technical field of data processing, and in particular relates to a method for generating a protocol file and a terminal thereof. Background technique [0002] Agreement documents, such as insurance policies, financial product subscription agreements, etc., require the user to pay a certain amount before the agreement becomes effective. Therefore, the quotation of the agreement document will become an important factor for customers to sign the agreement. It can be seen that how to flexibly allow customers to choose a suitable agreement from many agreement documents and quickly display the corresponding quotation will directly affect the success rate of agreement document signing. However, the existing agreement file generation technology requires the customer to input complete customer information before the agreement quotation can be displayed. If the customer needs to know more than one agreement file, it is necessary to f...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/06
CPCG06Q30/0611
Inventor 杜连秋刘平刚覃甫俊蒋将
Owner CHINA PING AN PROPERTY INSURANCE CO LTD
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