Method for setting convention in guarantee slip, storage medium and server

Abstract

The invention discloses a method for setting a convention in a guarantee slip, and is used for solving the problem that convention setting has a high requirement on the professional level of an insurance salesman. The method provided by the invention comprises the following steps that: when an instruction for adding convention to a target guarantee slip is received, obtaining the guarantee slip information of the target guarantee slip; matching the guarantee slip information with each rule in a preset rule library to obtain a rule which is successfully matched; according to a preset corresponding relationship, obtaining the convention corresponding to the rule which is successfully matched, wherein the corresponding relationship records a corresponding relationship between the rule and theconvention; and adding the obtained convention to the clause of the target guarantee slip. The invention also provides a storage medium and a server.

Description

technical field [0001] The invention relates to the technical field of financial information, in particular to a method, a storage medium and a server for setting a special contract in an insurance policy. Background technique [0002] In the insurance industry, since it is impossible for an insurance company to customize and design different protection clauses for each customer, the insurance company will formulate standard clauses for various types of insurance policies according to the protection content suitable for the public, but these clauses only Suitable for most policyholders or insurance targets, there will always be unsatisfactory situations. Therefore, when the policyholder applies for insurance, special agreements can also be added on the basis of the standard terms of the policy. A special contract in an insurance policy is a special agreement or clause attached to an insurance policy through mutual agreement between the policyholder and the insurance company...

AI Technical Summary

Problems solved by technology

[0003] However, at present, the special contract on the insurance policy is generally filled in manually by the insurance salesman, which requires the insurance salesman to be very clear about the regulations and specific requirements of the insurance company on the special contract, and requires a high professional level of the insurance salesman. Restricting the use of special contracts in insurance application, reducing the success rate of signing contracts for insurance salesmen

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