TWM649393U - Case progress inquiry system - Google Patents

Abstract

一種案件進度查詢系統包含一資料庫、一處理模組、及電連接該處理模組的一輸入模組、一顯示模組、與一通訊模組。當一業務人員藉由該輸入模組選擇執行一主畫面的一進度查詢時，該處理模組經由該通訊模組至該資料庫取得對應該業務人員的每一契約資訊，並根據每一該契約資訊控制該顯示模組將對應的每一契約顯示於一進度查詢畫面。每一該契約包括一受理編號、一要保人、一被保人、一受理日期、及一保單狀態。該保單狀態包括一狀態訊息、對應受理該契約的該應用程式的一處理狀態、及一保險商品名稱與代碼。A case progress query system includes a database, a processing module, an input module, a display module, and a communication module electrically connected to the processing module. When a business person chooses to execute a progress query on a main screen through the input module, the processing module obtains each contract information corresponding to the business person from the database through the communication module, and based on each of the The contract information control display module displays each corresponding contract on a progress query screen. Each contract includes an acceptance number, an applicant, an insured, an acceptance date, and a policy status. The policy status includes a status message, a processing status corresponding to the application that accepts the contract, and an insurance product name and code.

Description

案件進度查詢系統Case progress query system

本新型是有關於一種查詢系統，特別是指一種用於保險人員且提供全方位資訊的案件進度查詢系統。 The invention relates to an inquiry system, in particular to a case progress inquiry system for insurance personnel that provides comprehensive information.

保險公司的業務人員每天需要透過數位工具，如不同時期建立與不同用途的各種應用程式(APP)與入口網站(Web portal)，來查詢待辦工作，處理經手案件，以完成各項工作。由於各類工作訊息的路徑分類並不一定符合直覺，導致有可能忽略重要訊息，且待辦事項的路徑繁雜，往往需要使用者依靠經驗來判斷下一步驟所對應的應用程式或對應連結位置。此外，使用者也必須記住各項保險服務所分別對應的是哪個應用程式與網頁，且在使用過程中，也可能需要頻繁地切換應用程式，更增加使用者的困惱。因此，是否存有整合的系統以在維持原有多個應用程式與網頁的情況下，提供保險公司的業務人員完整的工作資訊便成為一個待解決的問題。 Business personnel of insurance companies need to use digital tools every day, such as various applications (APPs) and web portals (Web portals) created at different times and for different purposes, to check to-do tasks, handle cases, and complete various tasks. Because the path classification of various work messages is not necessarily intuitive, important information may be overlooked, and the paths of to-do items are complicated. Users often need to rely on experience to determine the application or corresponding link location for the next step. In addition, users must also remember which application and webpage each insurance service corresponds to, and they may need to switch applications frequently during use, which adds to the user's troubles. Therefore, whether there is an integrated system that can provide insurance company business personnel with complete work information while maintaining multiple original applications and web pages has become a problem to be solved.

因此，本新型之目的，即在提供一種提供全方位資訊的案件進度查詢系統。 Therefore, the purpose of this new model is to provide a case progress inquiry system that provides comprehensive information.

於是，本新型提供一種案件進度查詢系統，適用於一保險公司，並包含一資料庫、一輸入模組、一顯示模組、一通訊模組、及一處理模組。該資料庫儲存該保險公司的多個客戶的多個保險資料，及多個業務人員的多個工作資訊。每一該業務人員可以藉由該保險公司所提供的多個應用程式(APP)與多個網頁，以根據該等保險資料及該等工作資訊之其中至少一者來完成對應的每一待辦工作。 Therefore, the present invention provides a case progress query system, which is suitable for an insurance company and includes a database, an input module, a display module, a communication module, and a processing module. The database stores multiple insurance information of multiple customers of the insurance company and multiple work information of multiple business personnel. Each businessperson can use multiple applications (APPs) and multiple web pages provided by the insurance company to complete each corresponding to-do based on at least one of the insurance information and the work information. Work.

該輸入模組用於提供該業務人員操作，以產生輸入的指令。該顯示模組用於顯示資訊。該通訊模組用於提供連網功能。該處理模組電連接該輸入模組、該顯示模組、及該通訊模組。當該業務人員藉由該輸入模組選擇執行一整合業務平台並輸入對應的一身分資訊時，該處理模組控制該顯示模組顯示對應該業務人員的一主畫面，該主畫面包含一進度查詢。 The input module is used to provide the business personnel with operations to generate input instructions. The display module is used to display information. This communication module is used to provide networking functions. The processing module is electrically connected to the input module, the display module, and the communication module. When the business person chooses to execute an integrated business platform through the input module and inputs corresponding identity information, the processing module controls the display module to display a main screen corresponding to the business person, and the main screen includes a progress Query.

當該業務人員藉由該輸入模組選擇執行該進度查詢時，該處理模組經由該通訊模組至該資料庫根據對應該身分資訊的該等保險資料及該等工作資訊取得該業務人員所承辦的每一契約資訊，並根據每一該契約資訊控制該顯示模組將對應的每一契約顯示 於一進度查詢畫面。每一該契約包括一受理編號、一要保人、一被保人、一受理日期、及一保單狀態，該保單狀態包括一狀態訊息、對應受理該契約的該應用程式的一處理狀態、及一保險商品名稱與代碼。 When the salesperson chooses to execute the progress query through the input module, the processing module obtains the information of the salesperson from the database based on the insurance information and the work information corresponding to the identity information through the communication module. Undertake each contract information, and control the display module to display each corresponding contract based on each contract information. in a progress query screen. Each contract includes an acceptance number, an sponsor, an insured, an acceptance date, and a policy status. The policy status includes a status message, a processing status of the application corresponding to the contract, and 1. Insurance product name and code.

在一些實施態樣中，其中，當該業務人員藉由該輸入模組選擇執行其中一個該契約的該保單狀態時，該處理模組控制該顯示模組顯示一契約畫面。該契約畫面包括對應的一受理進度、一保費處理進度、及一基本資料。 In some implementations, when the business person selects to execute one of the policy states of the contract through the input module, the processing module controls the display module to display a contract screen. The contract screen includes a corresponding acceptance progress, a premium processing progress, and a basic information.

在一些實施態樣中，其中，在該契約畫面中，該受理進度包括對應是否已送件的一狀態，及對應是否審核中的另一狀態。該保費處理進度包括一授權書編號、一繳費方式、一變更繳費方式選項、對應是否受理中的另一狀態、對應是否核印的另一狀態、對應是否請款的另一狀態、及對應是否完成繳費的另一狀態。該基本資料包括該受理編號、該要保人、該被保人、該受理日期、該保險商品名稱與代碼、及一審查人員姓名與聯絡電話。 In some implementations, in the contract screen, the acceptance progress includes a status corresponding to whether the parcel has been sent, and another status corresponding to whether it is under review. The premium processing progress includes an authorization number, a payment method, a payment method change option, another status corresponding to whether it is being accepted, another status corresponding to whether it is being verified, another status corresponding to whether it is being requested, and another status corresponding to whether it is being requested. Another status of completing payment. The basic information includes the acceptance number, the proposer, the insured, the date of acceptance, the name and code of the insurance product, and the name and contact number of an examiner.

在一些實施態樣中，其中，在該契約畫面中，該基本資料還包括一保單號碼、一被保人身分證號碼、一年期、一主約保額、一表定保費、一實繳保費、一繳別、多個經手人、一轉帳扣繳行庫、一請款日期、一舉績年月、一單位代號、一保單類型、一繳費輸入日期、及一回條發單日。 In some implementation forms, in the contract screen, the basic information also includes a policy number, an ID card number of the insured, a one-year period, a principal insured amount, a fixed premium, and a paid Premium, one payment type, multiple handlers, one transfer and withholding bank, one payment date, one performance year and month, one unit code, one policy type, one payment input date, and one reply note issuance date.

在一些實施態樣中，其中，在該契約畫面中，在該受理進度中對應是否審核中的該狀態包括一前往補全與對應的一期限和說明，及一貸款電訪。當該業務人員藉由該輸入模組選擇執行該貸款電訪時，該處理模組控制該顯示模組顯示該要保人、該被保人、及一繳款人之其中每一者的電訪完成與否的狀態。 In some implementations, in the contract screen, the status corresponding to whether the application is under review in the acceptance progress includes a completion and corresponding deadline and description, and a loan call. When the salesperson chooses to execute the loan call through the input module, the processing module controls the display module to display the phone number of each of the proposer, the insured, and a payer. The status of whether the visit is completed or not.

在一些實施態樣中，其中，在該契約畫面中，當該業務人員藉由該輸入模組選擇執行該前往補全時，該處理模組控制該顯示模組顯示一補全說明及一補全項目。該補全項目包括一補全掃描檢核表。當該業務人員藉由該輸入模組選擇執行該補全掃描檢核表時，該處理模組將對應的一新契約補全掃描檢核表顯示於該顯示模組。 In some implementations, in the contract screen, when the business person chooses to execute the go-to completion through the input module, the processing module controls the display module to display a completion description and a completion Full project. The completion project includes a completion scan checklist. When the businessperson chooses to execute the completion scanning checklist through the input module, the processing module displays a corresponding new contract completion scanning checklist on the display module.

本新型之功效在於：藉由該案件進度查詢系統將原本是藉由該保險公司的該等應用程式所根據的該等保險資料及該等工作資訊作整合，使得該處理模組藉由該輸入模組取得該業務人員的該身分資訊時，篩選出對應該業務人員的每一該契約資訊，並控制該顯示模組以該主畫面顯示每一該契約，進而能夠讓該業務人員獲得完整與全方位的契約資訊。 The function of this new model is to use the case progress inquiry system to integrate the insurance data and the work information originally based on the insurance company's applications, so that the processing module can use the input When the module obtains the identity information of the business person, it filters out each contract information corresponding to the business person, and controls the display module to display each contract on the main screen, thereby allowing the business person to obtain complete and Comprehensive contract information.

1:處理模組 1: Processing module

2:顯示模組 2:Display module

3:通訊模組 3: Communication module

4:輸入模組 4:Input module

5:資料庫 5:Database

本新型之其他的特徵及功效，將於參照圖式的實施方式 中清楚地呈現，其中：圖1是一方塊圖，說明本新型案件進度查詢系統的一實施例；圖2是一顯示畫面，說明該實施例的一進度查詢畫面；及圖3是另一顯示畫面，說明該實施例的一契約畫面。 Other features and functions of the present invention will be described with reference to the embodiments of the drawings. is clearly presented in, wherein: Figure 1 is a block diagram illustrating an embodiment of the new case progress inquiry system; Figure 2 is a display screen illustrating a progress inquiry screen of this embodiment; and Figure 3 is another display Screen illustrates a contract screen in this embodiment.

在本新型被詳細描述之前，應當注意在以下的說明內容中，類似的元件是以相同的編號來表示。 Before the present invention is described in detail, it should be noted that similar elements are represented by the same numbers in the following description.

參閱圖1，本新型案件進度查詢系統的一實施例，適用於一保險公司，並包含一資料庫5、一處理模組1、一顯示模組2、一通訊模組3、及一輸入模組4。該資料庫5例如是一個或多個儲存伺服器或儲存設備(如硬碟)，並儲存該保險公司的多個客戶的多個保險資料，及多個業務人員的多個工作資訊。每一該業務人員可以藉由該保險公司所提供的多個應用程式(APP)與多個網頁，以根據該等保險資料及該等工作資訊之其中至少一者來完成對應的每一待辦工作。也就是說，該保險公司的該業務人員是需要透過不同時期建立與不同用途的各種應用程式，獲得對應的該應用程式中對應的該至少一保險資料及該至少一工作資訊，以處理對應的該等待辦工作。 Referring to Figure 1, an embodiment of the new case progress query system is suitable for an insurance company and includes a database 5, a processing module 1, a display module 2, a communication module 3, and an input module. Group 4. The database 5 is, for example, one or more storage servers or storage devices (such as hard disks), and stores multiple insurance information of multiple customers of the insurance company and multiple work information of multiple business personnel. Each businessperson can use multiple applications (APPs) and multiple webpages provided by the insurance company to complete each corresponding to-do based on at least one of the insurance information and the work information. Work. That is to say, the business personnel of the insurance company need to obtain the corresponding at least one insurance information and the at least one work information in the corresponding application through various applications created at different times and for different purposes, in order to process the corresponding It’s time to wait for work to be done.

該輸入模組4例如是一鍵盤與一滑鼠，或一觸控式介面， 並用於提供該業務人員操作，以產生輸入的指令。該顯示模組2例如是一顯示器，並用於顯示資訊。該通訊模組3例如是一乙太網路卡或一無線通訊模組(如Wi-Fi)，並用於提供連網功能。該處理模組1例如是一個或多個中央處理器，並電連接該輸入模組4、該顯示模組2、及該通訊模組3。另外要特別強調的是：該處理模組1、該顯示模組2、該通訊模組3、及該輸入模組4可以是組成單一台電腦設備或一智慧型手機，也可以是分散在不同的電腦設備中，而以多個電腦主機的形式共同運作。 The input module 4 is, for example, a keyboard and a mouse, or a touch interface, And used to provide the business personnel with operations to generate input instructions. The display module 2 is, for example, a display and is used to display information. The communication module 3 is, for example, an Ethernet network card or a wireless communication module (such as Wi-Fi), and is used to provide networking functions. The processing module 1 is, for example, one or more central processing units, and is electrically connected to the input module 4 , the display module 2 , and the communication module 3 . In addition, it should be particularly emphasized that the processing module 1, the display module 2, the communication module 3, and the input module 4 can be composed of a single computer device or a smart phone, or they can be dispersed in different computer equipment, and operate together in the form of multiple computer hosts.

當該業務人員藉由該輸入模組4選擇執行一整合業務平台(即對應的程式圖示)並輸入對應的一身分資訊(如帳號與密碼)時，該處理模組1控制該顯示模組2顯示對應該業務人員的一主畫面，該主畫面包含一進度查詢(即對應的圖示)。 When the business personnel chooses to execute an integrated business platform (i.e., the corresponding program icon) through the input module 4 and inputs corresponding identity information (such as account number and password), the processing module 1 controls the display module 2. Display a main screen corresponding to the business person, and the main screen contains a progress query (that is, the corresponding icon).

參閱圖1與圖2，當該業務人員藉由該輸入模組4選擇執行該進度查詢時，該處理模組1經由該通訊模組3至該資料庫5根據對應該身分資訊的該等保險資料及該等工作資訊取得該業務人員所承辦的每一契約資訊，並根據每一該契約資訊控制該顯示模組2將對應的每一契約顯示於一進度查詢畫面。每一該契約包括一受理編號(如123456789)、一要保人(如許XX)、一被保人(如許XX)、一受理日期(如111/7/5)、及一保單狀態。該保單狀態包括一狀態訊息(如12/10審核通過)、對應受理該契約的該應用程式(如YY APP顯示)的一處理狀態(如受理中)、及一保險商品名稱與代碼(如OOO手術XXX(Z88))。另外要補充說明的是：客戶藉由其智慧型手機在該應用程式(如YY APP)中也會獲知該處理狀態(如受理中)，也就是說，該業務人員能夠同步掌握客戶端於該保險公司所提供的該應用程式(如YY APP)所看到的狀態。 Referring to Figures 1 and 2, when the business person chooses to execute the progress query through the input module 4, the processing module 1 goes to the database 5 through the communication module 3 according to the insurance information corresponding to the identity information. The data and the work information are obtained for each contract information undertaken by the business personnel, and the display module 2 is controlled according to each contract information to display each corresponding contract on a progress inquiry screen. Each contract includes an acceptance number (such as 123456789), an applicant (such as XX), an insured (such as XX), an acceptance date (such as 111/7/5), and a policy status. The policy status includes a status message (such as 12/10 approved), the corresponding application that accepts the contract (such as YY The APP displays a processing status (such as accepting), and an insurance product name and code (such as OOO surgery XXX (Z88)). In addition, it should be added that the customer will also be informed of the processing status (such as being accepted) through his or her smartphone in the application (such as YY APP). In other words, the business staff can simultaneously grasp the status of the client in the application (such as YY APP). The status seen by the application (such as YY APP) provided by the insurance company.

參閱圖1至圖3，當該業務人員藉由該輸入模組4選擇執行其中一個該契約的該保單狀態時，該處理模組1控制該顯示模組2顯示一契約畫面。該契約畫面包括對應的一受理進度、一保費處理進度、及一基本資料。 Referring to Figures 1 to 3, when the businessperson selects to execute one of the policy states of the contract through the input module 4, the processing module 1 controls the display module 2 to display a contract screen. The contract screen includes a corresponding acceptance progress, a premium processing progress, and a basic information.

更詳細地說，在本實施例中，該契約是一新契約，該契約畫面是對應該新契約，在該契約畫面中，該受理進度包括對應是否已送件的一狀態，及對應是否審核中的另一狀態。每一該狀態例如是以空心或實心的圓圈來表示。在該受理進度中對應是否審核中的該狀態包括一前往補全與對應的一期限和說明(如期限12/8與逾期會遭註銷)，及一貸款電訪(如12/2與電訪完成評估中)。當該業務人員藉由該輸入模組4選擇執行該貸款電訪時，該處理模組1控制該顯示模組2顯示該要保人、該被保人、及一繳款人之其中每一者的電訪完成與否的狀態(如電訪完成評估中)。而當該業務人員藉由該輸入模組4選擇執行該前往補全時，該處理模組1控制該顯示模組2顯示一補全說明及一補全項目。舉例來說，該補全說明包含多個 日期與對應的說明內容，如「12/2，事查回覆單電訪得知保費不清楚/與實際金額不同，請說明原因、每期保費(年/季/月/躉)、業務有無說明商品內容，請客戶回覆並簽名」。該補全項目包括一補全掃描檢核表，當該業務人員藉由該輸入模組4選擇執行該補全掃描檢核表時，該處理模組1將對應的一新契約補全掃描檢核表顯示於該顯示模組2。該新契約補全掃描檢核表例如包括該要保人、該被保險人、該受理編號、一經手人編號、一單位代號、一工作月、及至少一檢核內容。該等檢核內容例如是「000081(111/09/08)肝炎病毒帶原或肝病問卷D補文件補肝炎病毒帶原或肝病問卷(最終回覆日：111/09/20)」、「000075(111/09/08)體檢證明單D補文件體檢證明單(最終回覆日：111/09/23)」、「已補全(111/09/13)」。 More specifically, in this embodiment, the contract is a new contract, and the contract screen corresponds to the new contract. In the contract screen, the acceptance progress includes a status corresponding to whether the document has been submitted, and whether to review. another state in. Each state is represented by a hollow or solid circle, for example. The status corresponding to whether it is under review in the acceptance progress includes a completion date and a corresponding explanation (such as the deadline of 12/8 and overdue will be cancelled), and a loan phone call (such as 12/2 and phone call). Assessment is being completed). When the salesperson chooses to execute the loan call through the input module 4, the processing module 1 controls the display module 2 to display each of the proposer, the insured, and a payer. The status of whether the telephone interview has been completed or not (for example, the telephone interview is being evaluated). When the businessperson chooses to execute the go-to completion through the input module 4, the processing module 1 controls the display module 2 to display a completion description and a completion item. For example, the completion description contains multiple The date and the corresponding explanation, such as "12/2, when I called the reply sheet and found that the premium was unclear/different from the actual amount, please explain the reason, each premium (year/quarter/month/unit), and whether there is any explanation for the business. Product content, please reply and sign." The completion project includes a completion scanning check list. When the business person chooses to execute the completion scanning check list through the input module 4, the processing module 1 will complete the scanning check list for a corresponding new contract. The nuclear table is displayed on the display module 2. The new contract completion scanning check list includes, for example, the proposer, the insured, the acceptance number, a handler number, a unit code, a working month, and at least one check content. Such verification content is, for example, "000081 (111/09/08) Hepatitis virus carrier or liver disease questionnaire D supplementary document supplementing hepatitis virus carrier or liver disease questionnaire (last reply date: 111/09/20)", "000075 ( 111/09/08) Physical examination certificate D supplementary document Medical examination certificate (last reply date: 111/09/23)", "Completed (111/09/13)".

該保費處理進度包括一授權書編號(如0416508053)、一繳費方式(如轉帳AA銀行*0154)、一變更繳費方式選項、對應是否受理中的另一狀態、對應是否核印的另一狀態、對應是否請款的另一狀態、及對應是否完成繳費的另一狀態。 The premium processing progress includes an authorization number (such as 0416508053), a payment method (such as transfer to AA Bank*0154), an option to change the payment method, another status corresponding to whether it is accepted, another status corresponding to whether it is approved, Another status corresponds to whether payment is requested, and another status corresponds to whether payment is completed.

該基本資料包括該受理編號(如123456789)、該要保人(如許XX)、該被保人(如許XX)、該受理日期(如111/7/5)、該保險商品名稱與代碼(如OOO手術XXX(Z88))、一審查人員姓名與聯絡電話(如台北審查科-王XX-0224242424)、一保單號碼、一被保 人身分證號碼、一年期(如6)、一主約保額(如75000元)、一表定保費(如6863元)、一實繳保費(如6794元)、一繳別(如年繳)、多個經手人(如第一經手人至第六經手人)、一轉帳扣繳行庫(如AA銀行)、一請款日期、一舉績年月(如11110)、一單位代號(如12345)、一保單類型(如紙本保單)、一繳費輸入日期、及一回條發單日，但不以此為限。 The basic information includes the acceptance number (such as 123456789), the applicant (such as XX), the insured (such as XX), the acceptance date (such as 111/7/5), the name and code of the insurance product (such as OOO surgery Personal identity card number, one-year term (such as 6), one principal insured amount (such as 75,000 yuan), one fixed premium (such as 6,863 yuan), one paid premium (such as 6,794 yuan), and one payment amount (such as year payment), multiple handlers (such as the first handler to the sixth handler), one transfer and withholding bank (such as AA Bank), one request date, one month and year of performance (such as 11110), one unit code (such as 11110) Such as 12345), a policy type (such as paper policy), a payment input date, and a reply note issuance date, but not limited to this.

另外要特別補充說明的是：前述有關資訊存取的部分，是透過中台應用程式介面(Application programming inter-face，API)技術，而讓各種進度資料可以即時顯示，且同時降低該資料庫5的負擔。此外，在其他的實施例中，該契約也可以是已存在的舊契約，該契約資訊例如是對應理賠、保費、或保全等經手案件的資料，或者，該契約資訊可以改為對應客戶服務、房貸等其他種類案件的資料。 In addition, it should be added that the aforementioned information access part is through the application programming interface (API) technology, so that various progress data can be displayed in real time, and at the same time, the database can be reduced to 5 burden. In addition, in other embodiments, the contract may also be an existing old contract, and the contract information may be, for example, data corresponding to claims, premiums, or preservation cases, or the contract information may be changed to correspond to customer service, insurance, etc. Information on housing loans and other types of cases.

綜上所述，藉由該案件進度查詢系統將原本是藉由該保險公司的該等應用程式所根據的該等保險資料及該等工作資訊作整合，使得該處理模組1藉由該輸入模組4取得該業務人員的該身分資訊時，篩選出對應該業務人員的每一該契約資訊，並控制該顯示模組2以該主畫面顯示每一該契約，進而能夠讓該業務人員獲得完整與全方位的契約資訊。此外，藉由每一該契約畫面，該業務人員還能夠更詳盡地獲得對應的該契約的該受理進度、該保費處理進 度、及該基本資料，進而能夠快速地獲知需要跟進的該補全項目。因此，確實能達成本新型之目的。 To sum up, the case progress inquiry system integrates the insurance information and the work information originally based on the applications of the insurance company, so that the processing module 1 uses the input When module 4 obtains the identity information of the business person, it filters out each contract information corresponding to the business person, and controls the display module 2 to display each contract on the main screen, thereby allowing the business person to obtain Complete and comprehensive contract information. In addition, through each contract screen, the salesperson can also obtain the corresponding acceptance progress and premium processing progress of the contract in more detail. degree, and the basic information, so that the completion project that needs to be followed up can be quickly learned. Therefore, the purpose of this new type can indeed be achieved.

惟以上所述者，僅為本新型之實施例而已，當不能以此限定本新型實施之範圍，凡是依本新型申請專利範圍及專利說明書內容所作之簡單的等效變化與修飾，皆仍屬本新型專利涵蓋之範圍內。 However, the above are only examples of the present invention, and should not be used to limit the scope of the present invention. All simple equivalent changes and modifications made based on the patent scope of the present invention and the content of the patent specification are still within the scope of the present invention. Within the scope covered by this new patent.

1:處理模組 1: Processing module

2:顯示模組 2:Display module

3:通訊模組 3: Communication module

4:輸入模組 4:Input module

5:資料庫 5:Database

Claims (6)

一種案件進度查詢系統，適用於一保險公司，並包含：一資料庫，儲存該保險公司的多個客戶的多個保險資料，及多個業務人員的多個工作資訊，每一該業務人員可以藉由該保險公司所提供的多個應用程式(APP)與多個網頁，以根據該等保險資料及該等工作資訊之其中至少一者來完成對應的每一待辦工作；一輸入模組，用於提供該業務人員操作，以產生輸入的指令；一顯示模組，用於顯示資訊；一通訊模組，用於提供連網功能；及一處理模組，電連接該輸入模組、該顯示模組、及該通訊模組，當該業務人員藉由該輸入模組選擇執行一整合業務平台並輸入對應的一身分資訊時，該處理模組控制該顯示模組顯示對應該業務人員的一主畫面，該主畫面包含一進度查詢，當該業務人員藉由該輸入模組選擇執行該進度查詢時，該處理模組經由該通訊模組至該資料庫根據對應該身分資訊的該等保險資料及該等工作資訊取得該業務人員所承辦的每一契約資訊，並根據每一該契約資訊控制該顯示模組將對應的每一契約顯示於一進度查詢畫面，每一該契約包括一受理編號、一要保人、一被保人、一受理日期、及一保單狀態，該保單狀態包括一狀態訊息、對應受理該契約的該應用程式的一處理狀態、及一保險商品名稱與代 碼。 A case progress inquiry system is applicable to an insurance company and includes: a database that stores multiple insurance information of multiple customers of the insurance company and multiple work information of multiple business personnel. Each of the business personnel can Use multiple applications (APPs) and multiple web pages provided by the insurance company to complete each corresponding to-do job based on at least one of the insurance information and the work information; an input module , used to provide the business personnel with operations to generate input instructions; a display module used to display information; a communication module used to provide networking functions; and a processing module electrically connected to the input module, The display module and the communication module, when the business person chooses to execute an integrated business platform through the input module and inputs corresponding identity information, the processing module controls the display module to display the corresponding information to the business person. A main screen, the main screen includes a progress query, when the business staff chooses to execute the progress query through the input module, the processing module goes to the database through the communication module according to the corresponding identity information The insurance information and the work information are obtained from each contract information undertaken by the salesperson, and the display module is controlled according to each contract information to display each corresponding contract on a progress inquiry screen. Each contract includes An acceptance number, an applicant, an insured, an acceptance date, and a policy status. The policy status includes a status message, a processing status of the application corresponding to the contract acceptance, and an insurance product name and generation code. 如請求項1所述的案件進度查詢系統，其中，當該業務人員藉由該輸入模組選擇執行其中一個該契約的該保單狀態時，該處理模組控制該顯示模組顯示一契約畫面，該契約畫面包括對應的一受理進度、一保費處理進度、及一基本資料。 The case progress inquiry system as described in claim 1, wherein when the businessperson selects the policy status to execute one of the contracts through the input module, the processing module controls the display module to display a contract screen, The contract screen includes a corresponding acceptance progress, a premium processing progress, and a basic information. 如請求項2所述的案件進度查詢系統，其中，在該契約畫面中，該受理進度包括對應是否已送件的一狀態，及對應是否審核中的另一狀態，該保費處理進度包括一授權書編號、一繳費方式、一變更繳費方式選項、對應是否受理中的另一狀態、對應是否核印的另一狀態、對應是否請款的另一狀態、及對應是否完成繳費的另一狀態，該基本資料包括該受理編號、該要保人、該被保人、該受理日期、該保險商品名稱與代碼、及一審查人員姓名與聯絡電話。 The case progress inquiry system as described in claim 2, wherein in the contract screen, the acceptance progress includes a status corresponding to whether the document has been submitted, and another status corresponding to whether it is under review, and the premium processing progress includes an authorization Book number, a payment method, a payment method change option, another status corresponding to whether it is being accepted, another status corresponding to whether it is verified, another status corresponding to whether the payment is requested, and another status corresponding to whether the payment is completed, The basic information includes the acceptance number, the proposer, the insured, the date of acceptance, the name and code of the insurance product, and the name and contact number of an examiner. 如請求項3所述的案件進度查詢系統，其中，在該契約畫面中，該基本資料還包括一保單號碼、一被保人身分證號碼、一年期、一主約保額、一表定保費、一實繳保費、一繳別、多個經手人、一轉帳扣繳行庫、一請款日期、一舉績年月、一單位代號、一保單類型、一繳費輸入日期、及一回條發單日。 The case progress inquiry system as described in claim 3, wherein, in the contract screen, the basic information also includes a policy number, an insured person's identity card number, a one-year period, a principal insured amount, and a fixed amount. Premium, one paid premium, one payment type, multiple handlers, one transfer and withholding bank, one payment date, one performance year and month, one unit code, one policy type, one payment input date, and one reply slip Issue date. 如請求項4所述的案件進度查詢系統，其中，在該契約畫面中，在該受理進度中對應是否審核中的該狀態包括一前往補全與對應的一期限和說明，及一貸款電訪，當該業務人員藉由該輸入模組選擇執行該貸款電訪時，該處理模組 控制該顯示模組顯示該要保人、該被保人、及一繳款人之其中每一者的電訪完成與否的狀態。 The case progress inquiry system as described in claim 4, wherein in the contract screen, the status corresponding to whether the acceptance progress is under review includes a completion and corresponding time limit and explanation, and a loan telephone interview , when the salesperson chooses to execute the loan call through the input module, the processing module The display module is controlled to display the status of whether the call visit of each of the proposer, the insured, and a payer is completed. 如請求項5所述的案件進度查詢系統，其中，在該契約畫面中，當該業務人員藉由該輸入模組選擇執行該前往補全時，該處理模組控制該顯示模組顯示一補全說明及一補全項目，該補全項目包括一補全掃描檢核表，當該業務人員藉由該輸入模組選擇執行該補全掃描檢核表時，該處理模組將對應的一新契約補全掃描檢核表顯示於該顯示模組。The case progress query system as described in claim 5, wherein in the contract screen, when the businessperson chooses to execute the go-to completion through the input module, the processing module controls the display module to display a complement A complete description and a completion item. The completion item includes a completion scanning checklist. When the business personnel chooses to execute the completion scanning checklist through the input module, the processing module will generate a corresponding The new contract completion scan checklist is displayed in this display module.

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