CN107861778B - Dynamic configuration method and system for menu page - Google Patents
Dynamic configuration method and system for menu page Download PDFInfo
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- CN107861778B CN107861778B CN201611165334.XA CN201611165334A CN107861778B CN 107861778 B CN107861778 B CN 107861778B CN 201611165334 A CN201611165334 A CN 201611165334A CN 107861778 B CN107861778 B CN 107861778B
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Abstract
The invention discloses a dynamic configuration method of a menu page, which comprises the following steps: when a list recording request sent by an agent terminal is received, agent information corresponding to the agent terminal is obtained according to the list recording request, and product information matched with the agent information is searched according to the association relationship between preset product information and the agent information; and configuring a list page for the seat according to the searched product information, and sending the configured list page to the seat terminal for displaying. The invention also provides a dynamic configuration system of the menu page. The invention solves the technical problem of low recording efficiency of the record in the prior art.
Description
Technical Field
The invention relates to the technical field of computer software, in particular to a dynamic configuration method and a dynamic configuration system for a menu page.
Background
The complete insurance telephone service is a remote transaction mode of telephone sales to finish front-end sales behaviors such as consultation, quotation, insurance policy confirmation and the like, and services such as payment at the rear end and delivery of a policy can be processed subsequently.
The types of insurance products are various, for example, property insurance includes vehicle insurance products and non-vehicle insurance products, and non-vehicle insurance products include various types of insurance products such as accident insurance, home property insurance, and the like. While a typical agent is not responsible for handling all types of insurance products, it may only be responsible for the sale of a portion of the insurance products, such as an accident. However, the existing electric marketing systems all adopt a uniform entry page, all types of insurance products are contained in the entry page, and some products may be provided with multiple packages, so that the seat service personnel are difficult to quickly and accurately screen the insurance products in the type of processing to be taken charge of for entry, and the entry efficiency of the insurance policy of the seat service personnel is low.
Disclosure of Invention
The invention provides a dynamic configuration method and a dynamic configuration system for a policy recording page, and mainly aims to solve the technical problem of low policy recording efficiency in the prior art.
In order to achieve the above object, the present invention provides a method for dynamically configuring a menu page, which comprises:
when a list recording request sent by an agent terminal is received, acquiring agent information corresponding to the agent terminal according to the list recording request;
searching product information matched with the seat information according to the incidence relation between the preset product information and the seat information;
and configuring a list page for the seat according to the searched product information, and sending the configured list page to the seat terminal for displaying.
Optionally, before the step of obtaining the seat information corresponding to the seat terminal according to the ticket recording request when the ticket recording request sent by the seat terminal is received, the method for dynamically configuring the ticket recording page further includes:
when a product adding instruction is received, displaying a product information setting interface, and receiving and storing product information input based on the product information setting interface;
after the product information is set, displaying a seat information association interface based on the product information;
and receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
Optionally, before the step of obtaining the seat information corresponding to the seat terminal according to the ticket recording request when the ticket recording request sent by the seat terminal is received, the method for dynamically configuring the ticket recording page further includes:
and when a product updating instruction is detected, updating the product information to be updated and/or the seat information related to the product information according to the product updating instruction.
Optionally, when the product update instruction is a product delete instruction, the step of updating the product information to be updated and/or the agent information associated with the product information according to the product update instruction includes:
and determining product information corresponding to the product deleting instruction, and deleting the product information after the association relationship between the product information and the corresponding seat information is removed.
Optionally, when the product update instruction is an agent modification instruction, the step of updating the product information to be updated and/or the agent information associated with the product information according to the product update instruction includes:
determining product information corresponding to the agent modification instruction, and removing the association relation between the product information and the currently associated agent information;
and acquiring the modified seat information, and associating the modified seat information with the determined product information.
In addition, in order to achieve the above object, the present invention further provides a dynamic configuration system of a menu page, including:
the system comprises an information acquisition module, a service terminal and a service management module, wherein the information acquisition module is used for acquiring service information corresponding to a service terminal according to a list recording request when the list recording request sent by the service terminal is received;
the information searching module is used for searching product information matched with the seat information according to the association relation between the preset product information and the seat information;
and the page configuration module is used for configuring a list page for the seat according to the searched product information and sending the configured list page to the seat terminal for displaying.
Optionally, the dynamic configuration system of the menu page further includes:
the information receiving module is used for displaying a product information setting interface when a product adding instruction is received, and receiving and storing product information input based on the product information setting interface;
the interface display module is used for displaying an agent information correlation interface based on the product information after the product information is set;
the information receiving module is further configured to: and receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
Optionally, the dynamic configuration system of the menu page further includes:
and the information updating module is used for updating the product information to be updated and/or the seat information related to the product information according to the product updating instruction when the product updating instruction is detected.
Optionally, when the product update instruction is a product delete instruction, the information update module is further configured to: and determining product information corresponding to the product deleting instruction, and deleting the product information after the association relationship between the product information and the corresponding seat information is removed.
Optionally, when the product update instruction is an agent modification instruction, the information update module is further configured to: determining product information corresponding to the agent modification instruction, and removing the association relation between the product information and the currently associated agent information; and acquiring the modified seat information, and associating the modified seat information with the determined product information.
The dynamic configuration method and the dynamic configuration system of the record list page receive the record list request sent by the seat terminal, acquire the seat information according to the record list request, and search the product information matched with the seat information, wherein the association relationship between the product information and the seat information is preset, when the product information matched with the seat information is searched, the product information is searched according to the association relationship, and when the record list page is configured for the seat terminal, the configuration is carried out according to the searched product information, namely, the record list page displayed at the seat terminal is the product information matched with the seat information, but not all the product information, so that the seat service personnel can quickly and accurately select a proper insurance product for the user from the record list page, and the record list efficiency is improved.
Drawings
FIG. 1 is a flowchart of a first embodiment of a method for dynamically configuring a menu page according to the present invention;
FIG. 2 is a flowchart illustrating a second embodiment of a method for dynamically configuring a menu page according to the present invention;
FIG. 3 is a functional block diagram of a dynamic configuration system for menu pages according to a first embodiment of the present invention;
FIG. 4 is a functional block diagram of another embodiment of a dynamic configuration system for a menu page according to the present invention;
fig. 5 is a functional block diagram of a dynamic configuration system of a menu page according to a second embodiment of the present invention.
The implementation, functional features and advantages of the objects of the present invention will be further explained with reference to the accompanying drawings.
Detailed Description
It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
The invention provides a dynamic configuration method of a menu page. Referring to fig. 1, a flowchart of a first embodiment of a method for dynamically configuring a menu page according to the present invention is shown.
In this embodiment, the method for dynamically configuring a menu page includes:
step S10, when receiving a list recording request sent by an agent terminal, acquiring the agent information corresponding to the agent terminal according to the list recording request.
And step S20, searching product information matched with the seat information according to the incidence relation between the preset product information and the seat information.
In the embodiment of the invention, the association relationship between the product information and the agent information is preset, and the insurance product is distributed to the agent service personnel who have the authority to sell the product for processing. It should be noted that the following products are insurance products, but the present invention is not limited to insurance products, and can be applied to other financial products such as credit cards.
In the following embodiments, the seat may also be a desk or a seat representative, and generally includes a seat terminal, seat software, a seat service staff, and the like. The seat information is information capable of uniquely identifying a specific seat, and may be, for example, a job number of a seat service person, or an account number used by the seat service person to log in the seat system through seat software on a seat terminal; the product information comprises a product category, products and product packages, wherein one product category can comprise a plurality of products, and one product can comprise a plurality of packages. For example, accident insurance is a broad category of products under which traffic accident insurance, domestic travel insurance, overseas travel insurance, etc., are included, which in turn includes a variety of packages for the user to select.
There are various embodiments regarding the setting of the association relationship between the agent information and the product, and two of them will be described below. In an implementation mode, the setting can be carried out according to the structural arrangement of the seats in the electric sales system, a plurality of seat teams are arranged under the electric sales system, each seat team comprises a plurality of seats, the products which are sold by each seat team are the same, a relationship is established between the seat teams and the product information, when the seat information is acquired from the order recording request, the seat team where the seat is located is judged according to the seat information, and the product information associated with the seat team is the product information matched with the seat. For example, if a certain team only needs to sell travel insurance, then products related to travel in the general category of accident insurance can be associated with the certain team; while another seat team is responsible for selling the traffic accident, the products related to the traffic accident in the category accident are associated with the seat team. The setting of the association relationship can be flexibly set according to actual needs.
In another embodiment, no agent team is provided, but individual agents are used as units, and agent information that has authority to sell a new product is associated with the new product every time the new product is added.
In the embodiment, the association relationship is stored in the server, the order recording request sent by the agent only needs to carry the agent information, and the server searches the matched product information according to the agent information acquired in the order recording request and the association relationship stored in the server.
Further, as another embodiment, after the association relationship is established, the server sends the product information matched with the agent information to the agent terminal according to the association relationship, for example, the name of the matched product is sent to the agent terminal, so that the agent terminal receives and stores the product information that the agent terminal has the right to sell.
When an agent service person communicates with a client through a telephone to sell a product, a policy is generated by selecting proper product information for a user according to a displayed policy page, at the moment, a policy recording request is sent to a server through an agent terminal, the sent policy recording request carries agent information, the server acquires the agent information when receiving the policy recording request sent by the agent terminal, and the server can acquire the corresponding product information according to the association relationship after acquiring the agent information.
Step S30, configuring a menu page for the seat according to the searched product information, and sending the configured menu page to the seat terminal for displaying.
And after the server acquires the product information, configuring a list page. Generally, a plurality of products which are authorized to be sold by each seat are provided, taking the related products as travel insurance products in accident insurance as an example, when the products related to the obtained seat information are determined to be the travel insurance products in accident insurance, the related information of the travel insurance products is obtained, including the detailed information of each package in each product, such as insurance items, insurance amount, insurance cost, insurance time and the like, a list page is generated according to the obtained information and is sent to a seat terminal for display, a seat service worker can select a proper product from the displayed list page to generate a policy according to the will of a customer, and the generated list page can be displayed according to the classification mode of product categories, products and product packages.
Further, as an embodiment, before step S10, the method further includes:
and when a product adding instruction is received, displaying a product information setting interface, and receiving and storing product information input based on the product information setting interface.
And after the product information is set, displaying an agent information correlation interface based on the product information.
And receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
The user can set the association relationship between the seat information and the product information on the server, when the server receives a product adding instruction, the server displays a product information interface for the user to input the product information, and after the product information is input, the server displays the seat information association interface based on the product information, receives the seat information selected by the user based on the interface, associates the seat information with the input product information and stores the seat information.
The dynamic configuration method for the record list page provided by the embodiment receives the record list request sent by the seat terminal, obtains the seat information according to the record list request, and searches for the product information matched with the seat information, wherein the association relationship between the product information and the seat information is preset, when the product information matched with the seat information is searched for, the product information is searched for according to the association relationship, and when the record list page is configured for the seat terminal, the configuration is performed according to the searched product information, that is, the record list page displayed at the seat terminal is the product information matched with the seat information, but not all the product information, so that the seat service personnel can quickly and accurately select a proper insurance product for the user from the record list page, and the record list efficiency is improved.
The second embodiment of the dynamic configuration method of the menu page is provided based on the first embodiment. Referring to fig. 2, in this embodiment, before step S10, the method for dynamically configuring a menu page further includes:
step S40, when a product updating instruction is detected, updating the product information to be updated and/or the seat information related to the product information according to the product updating instruction.
By adopting the method provided by the embodiment, the user can modify the product information or the seat information associated with the product information at any time. For example, if a product to be sold by an agent service person is changed, the association relationship between the product information and the agent information can be modified to release the product information currently associated with the agent information, and the changed product information and the agent information are re-associated; or when some products are no longer sold, canceling the association relation between the products and the agent information and deleting the products.
The product updating instruction can be a product deleting instruction, an agent modifying instruction or a product modifying instruction and the like. For example: deleting the products with the established association relationship: and determining product information corresponding to the product deleting instruction, and deleting the product information after the association relationship between the product information and the corresponding seat information is removed. Modifying the agent information related to the product information with the currently established association relationship: determining product information corresponding to the agent modification instruction, and removing the association relation between the product information and the currently associated agent information; and acquiring the modified seat information, and associating the modified seat information with the determined product information.
The invention also provides a dynamic configuration system of the menu page.
Fig. 3 is a schematic functional module diagram of a dynamic configuration system of a menu page according to a first embodiment of the present invention.
In this embodiment, the system for dynamically configuring the menu page includes:
the information obtaining module 10 is configured to, when receiving a ticket recording request sent by a seat terminal, obtain seat information corresponding to the seat terminal according to the ticket recording request.
The information searching module 20 is configured to search product information matched with the seat information according to an association relationship between preset product information and the seat information;
in the embodiment of the invention, the association relationship between the product information and the agent information is preset, and the insurance product is distributed to the agent service personnel who have the authority to sell the product for processing. It should be noted that the following products are insurance products, but the present invention is not limited to insurance products, and can be applied to other financial products such as credit cards.
In the following embodiments, the seat may also be a desk or a seat representative, and generally includes a seat terminal, seat software, a seat service staff, and the like. The seat information is information capable of uniquely identifying a specific seat, and may be, for example, a job number of a seat service person, or an account number used by the seat service person to log in the seat system through seat software on a seat terminal; the product information comprises a product category, products and product packages, wherein one product category can comprise a plurality of products, and one product can comprise a plurality of packages. For example, accident insurance is a broad category of products under which traffic accident insurance, domestic travel insurance, overseas travel insurance, etc., are included, which in turn includes a variety of packages for the user to select.
There are various embodiments regarding the setting of the association relationship between the agent information and the product, and two of them will be described below. In an implementation mode, the setting can be carried out according to the structural arrangement of the seats in the electric sales system, a plurality of seat teams are arranged under the electric sales system, each seat team comprises a plurality of seats, the products which are sold by each seat team are the same, a relationship is established between the seat teams and the product information, when the seat information is acquired from the order recording request, the seat team where the seat is located is judged according to the seat information, and the product information associated with the seat team is the product information matched with the seat. For example, if a certain team only needs to sell travel insurance, then products related to travel in the general category of accident insurance can be associated with the certain team; while another seat team is responsible for selling the traffic accident, the products related to the traffic accident in the category accident are associated with the seat team. The setting of the association relationship can be flexibly set according to actual needs.
In another embodiment, no agent team is provided, but individual agents are used as units, and agent information that has authority to sell a new product is associated with the new product every time the new product is added.
In this embodiment, the association relationship is stored in a dynamic configuration system of the form recording page, a form recording request sent by an agent only needs to carry agent information, and the dynamic configuration system searches for matched product information according to the agent information acquired in the form recording request and the association relationship stored in the dynamic configuration system.
Further, as another embodiment, after the server establishes the association relationship, the dynamic configuration system sends product information matched with the agent information to the agent terminal according to the association relationship, for example, the dynamic configuration system sends the name of the matched product to the agent terminal, so that the agent terminal receives and stores the product information that the agent terminal has permission to sell.
When an agent service person communicates with a customer through a telephone to sell a product, a policy is generated by selecting proper product information for the user according to a displayed policy page, at this time, a policy recording request is sent to the dynamic configuration system through the agent terminal, the sent policy recording request carries agent information, when the dynamic configuration system receives the policy recording request sent by the agent terminal, the information acquisition module 10 acquires the agent information, and after the agent information is acquired, the information search module 20 can acquire the corresponding product information according to the association relationship.
And the page configuration module 30 is configured to configure a menu page for the seat according to the found product information, and send the configured menu page to the seat terminal for displaying.
After the information search module 20 obtains the product information, the page configuration module 30 configures the entry page. Generally, a plurality of products that each seat has permission to sell are provided, taking a related product as a travel insurance product in accident as an example, when determining that a product related to the obtained seat information is a travel insurance product in accident, the page configuration module 30 obtains relevant information of the travel insurance products, including detailed information of each package in each product, such as insurance item, insurance amount, insurance cost, insurance time, and the like, generates a list page according to the obtained information and sends the list page to the seat terminal for display, a seat service staff can select a proper product from the displayed list page according to the will of a customer to generate a policy, and in the generated list page, the product can be displayed according to the classification mode of the product category, the product and the product package.
Further, referring to fig. 4, as an embodiment, the system for dynamically configuring a menu page further includes:
the information receiving module 40 is configured to display a product information setting interface when a product adding instruction is received, and receive and store product information input based on the product information setting interface;
the interface display module 50 is used for displaying an agent information correlation interface based on the product information after the product information is set;
the information receiving module 40 is further configured to: and receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
And after the product information is set, the dynamic configuration system displays an agent information correlation interface based on the product information.
The information receiving module 40 receives the seat information selected by the user based on the seat information association interface, associates the selected seat information with the product information, and stores the associated seat information.
The user can set the association relationship between the seat information and the product information on the server, when the information receiving module 40 receives a product adding instruction, the product information interface is displayed for the user to input the product information, after the product information is input, the interface display module 50 displays the seat information association interface based on the product information, and the information receiving module 40 receives the seat information selected by the user based on the interface, associates the seat information with the input product information and stores the seat information.
The dynamic configuration system of the form recording page provided by this embodiment receives a form recording request sent by an agent terminal, obtains agent information according to the form recording request, and searches for product information matched with the agent information, wherein an association relationship between the product information and the agent information is preset, when product information matched with the agent information is searched for, the product information is searched for according to the association relationship, and when the form recording page is configured for the agent terminal, configuration is performed according to the searched product information, that is, the form recording page displayed at the agent terminal is the product information matched with the agent information, but not all the product information, an agent service person can quickly and accurately select a proper insurance product for a user from the form recording page, thereby improving the form recording efficiency.
The second embodiment of the dynamic configuration system of the menu page is provided based on the first embodiment. Referring to fig. 5, in this embodiment, the system for dynamically configuring a menu page further includes:
the information updating module 60 is configured to update the product information to be updated and/or the agent information associated with the product information according to the product updating instruction when the product updating instruction is detected.
By adopting the system provided by the embodiment, the user can modify the product information or the seat information associated with the product information at any time. For example, if a product to be sold by an agent service person changes, the information updating module 60 may modify the association relationship between the product information and the agent information to release the currently associated product information of the agent information, and re-associate the changed product information with the agent information; or when some products are no longer sold, canceling the association relation between the products and the agent information and deleting the products.
The product updating instruction can be a product deleting instruction, an agent modifying instruction or a product modifying instruction and the like. For example: deleting the products with the established association relationship: the information updating module 60 determines the product information corresponding to the product deleting instruction, and deletes the product information after removing the association relationship between the product information and the corresponding agent information. Modifying the agent information related to the product information with the currently established association relationship: the information updating module 60 determines product information corresponding to the agent modification instruction, and removes the association relationship between the product information and the currently associated agent information; and acquiring the modified seat information, and associating the modified seat information with the determined product information.
It should be noted that, in this document, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without further limitation, an element defined by the phrase "comprising an … …" does not exclude the presence of other like elements in a process, method, article, or apparatus that comprises the element.
In addition, the technical solutions in the embodiments may be combined with each other, but it must be based on the realization of those skilled in the art, and when the technical solutions are contradictory or cannot be realized, such a combination should be considered to be absent and not within the protection scope of the present invention.
The above description is only a preferred embodiment of the present invention, and not intended to limit the scope of the present invention, and all modifications of equivalent structures and equivalent processes, which are made by using the contents of the present specification and the accompanying drawings, or directly or indirectly applied to other related technical fields, are included in the scope of the present invention.
Claims (10)
1. A dynamic configuration method for a menu page is characterized in that the dynamic configuration method for the menu page comprises the following steps:
when a list recording request sent by an agent terminal is received, acquiring agent information corresponding to the agent terminal according to the list recording request, wherein the agent information comprises the job number of an agent service worker and an account number used for logging in an agent system;
searching product information matched with the seat information according to the incidence relation between the preset product information and the seat information;
and configuring a list page for the seat according to the searched product information, and sending the configured list page to the seat terminal for displaying.
2. The dynamic configuration method of the ticket-recording page according to claim 1, wherein before the step of obtaining the agent information corresponding to the agent terminal according to the ticket-recording request when the ticket-recording request sent by the agent terminal is received, the dynamic configuration method of the ticket-recording page further comprises:
when a product adding instruction is received, displaying a product information setting interface, and receiving and storing product information input based on the product information setting interface;
after the product information is set, displaying a seat information association interface based on the product information;
and receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
3. The dynamic configuration method of the form recording page according to claim 1 or 2, wherein before the step of obtaining the seat information corresponding to the seat terminal according to the form recording request when receiving the form recording request sent by the seat terminal, the dynamic configuration method of the form recording page further comprises:
and when a product updating instruction is detected, updating the product information to be updated and/or the seat information related to the product information according to the product updating instruction.
4. The method for dynamically configuring a menu page according to claim 3, wherein when the product update instruction is a product delete instruction, the step of updating the product information to be updated and/or the agent information associated with the product information according to the product update instruction comprises:
and determining product information corresponding to the product deleting instruction, and deleting the product information after the association relationship between the product information and the corresponding seat information is removed.
5. The method for dynamically configuring a menu page according to claim 3, wherein when the product update instruction is an agent modification instruction, the step of updating the product information to be updated and/or the agent information associated with the product information according to the product update instruction comprises:
determining product information corresponding to the agent modification instruction, and removing the association relation between the product information and the currently associated agent information;
and acquiring the modified seat information, and associating the modified seat information with the determined product information.
6. A dynamic configuration system for a menu page, the dynamic configuration system comprising:
the system comprises an information acquisition module, a service management module and a service management module, wherein the information acquisition module is used for acquiring the service information corresponding to an agent terminal according to a list recording request when receiving the list recording request sent by the agent terminal, and the service information comprises the job number of an agent service worker and an account number used for logging in an agent system;
the information searching module is used for searching product information matched with the seat information according to the association relation between the preset product information and the seat information;
and the page configuration module is used for configuring a list page for the seat according to the searched product information and sending the configured list page to the seat terminal for displaying.
7. The system for dynamically configuring a menu page of claim 6, wherein the system for dynamically configuring a menu page further comprises:
the information receiving module is used for displaying a product information setting interface when a product adding instruction is received, and receiving and storing product information input based on the product information setting interface;
the interface display module is used for displaying an agent information correlation interface based on the product information after the product information is set;
the information receiving module is further configured to: and receiving the seat information selected by the user based on the seat information association interface, and associating and storing the selected seat information and the product information.
8. The system for dynamically configuring a menu page according to claim 6 or 7, wherein the system for dynamically configuring a menu page further comprises:
and the information updating module is used for updating the product information to be updated and/or the seat information related to the product information according to the product updating instruction when the product updating instruction is detected.
9. The system for dynamically configuring a menu page according to claim 8, wherein when the product update command is a product delete command, the information update module is further configured to: and determining product information corresponding to the product deleting instruction, and deleting the product information after the association relationship between the product information and the corresponding seat information is removed.
10. The system for dynamically configuring a menu page according to claim 8, wherein when the product update command is a seat modification command, the information update module is further configured to: determining product information corresponding to the agent modification instruction, and removing the association relation between the product information and the currently associated agent information; and acquiring the modified seat information, and associating the modified seat information with the determined product information.
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CN112231010B (en) * | 2020-09-28 | 2023-06-06 | 四川新网银行股份有限公司 | Method for managing and dynamically updating application configuration information based on OSGI (open service gateway initiative) specification |
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CN104063966A (en) * | 2013-03-22 | 2014-09-24 | 中国太平洋人寿保险股份有限公司 | Intelligent mobile insurance sales service platform and service flow realizing method |
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Publication number | Priority date | Publication date | Assignee | Title |
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CN103019685A (en) * | 2012-11-20 | 2013-04-03 | 北京思特奇信息技术股份有限公司 | System and method for generating business interface based on page element |
CN103853774A (en) * | 2012-12-04 | 2014-06-11 | 金蝶软件(中国)有限公司 | Page data configuration method, device and system |
CN104063966A (en) * | 2013-03-22 | 2014-09-24 | 中国太平洋人寿保险股份有限公司 | Intelligent mobile insurance sales service platform and service flow realizing method |
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