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1. (WO2018228000) INSURANCE POLICY ALLOCATION METHOD AND APPARATUS, STORAGE MEDIUM AND COMPUTER DEVICE
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Pub. No.: WO/2018/228000 International Application No.: PCT/CN2018/077310
Publication Date: 20.12.2018 International Filing Date: 27.02.2018
IPC:
G06Q 10/06 (2012.01) ,G06Q 40/08 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10
Administration; Management
06
Resources, workflows, human or project management, e.g. organising, planning, scheduling or allocating time, human or machine resources; Enterprise planning; Organisational models
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
08
Insurance, e.g. risk analysis or pensions
Applicants:
平安科技(深圳)有限公司 PING AN TECHNOLOGY (SHENZHEN) CO., LTD. [CN/CN]; 中国广东省深圳市 福田区八卦岭八卦三路平安大厦六楼 6F, Ping An Building, Bagua 3rd Road, Bagualing, Futian District Shenzhen, Guangdong 518052, CN
Inventors:
周仲昆 ZHOU, Zhongkun; CN
Agent:
广州华进联合专利商标代理有限公司 ADVANCE CHINA IP LAW OFFICE; 中国广东省广州市 天河区花城大道85号3901房 Room 3901, No.85 Huacheng Avenue Tianhe District Guangzhou, Guangdong 510623, CN
Priority Data:
201710443911.513.06.2017CN
Title (EN) INSURANCE POLICY ALLOCATION METHOD AND APPARATUS, STORAGE MEDIUM AND COMPUTER DEVICE
(FR) PROCÉDÉ ET APPAREIL D’ATTRIBUTION DE POLICE D’ASSURANCE, SUPPORT D’INFORMATIONS ET DISPOSITIF INFORMATIQUE
(ZH) 保单分配方法、装置、存储介质和计算机设备
Abstract:
(EN) An insurance policy allocation method, comprising: acquiring an insurance policy identifier of an insurance policy to be allocated; acquiring an address code of the insurance policy according to the insurance policy identifier, wherein the address code is used for reflecting an area to which an address of a customer of the insurance policy belongs; acquiring the degree to which a matching address in each piece of salesperson information and the address code match and extracting at least one salesperson identifier, the matching degree thereof exceeding a pre-set matching degree threshold value; correlating the insurance policy identifier with one salesperson identifier; and allocating the insurance policy to a corresponding salesperson based on a correlation between the insurance policy identifier and the salesperson.
(FR) Selon l’invention, un procédé d’attribution de police d’assurance comprend : l’acquisition d’un identifiant de police d’assurance d’une police d’assurance à attribuer ; l’acquisition d’un code d’adresse de la police d’assurance selon l’identifiant de police d’assurance, le code d’adresse est utilisé pour refléter une zone à laquelle une adresse d’un client de la police d’assurance appartient ; l’acquisition du degré auquel une adresse de correspondance dans chaque élément d’informations de vendeur et le code d’adresse correspondent et l’extraction d’au moins un identifiant de représentant, le degré de correspondance de celui-ci excédant une valeur seuil de degré de correspondance prédéfinie ; la corrélation de l’identifiant de police d’assurance avec un identifiant de vendeur ; et l’attribution de la police d’assurance à un vendeur correspondant sur la base d’une corrélation entre l’identifiant de police d’assurance et le vendeur.
(ZH) 一种保单分配方法,包括:获取待分配保单的保单标识;根据所述保单标识获取所述保单的地址码;所述地址码用于反映所述保单的客户地址归属区域;获取每个业务员信息中的匹配地址与所述地址码的匹配度,提取至少一个匹配度超过预设匹配度阈值的业务员标识;将所述保单标识与其中一个业务员标识进行关联;基于所述保单标识与业务员之间的关联关系,将保单分配给对应的业务员。
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: Chinese (ZH)
Filing Language: Chinese (ZH)