Client data processing method and device, medium and electronic equipment
The invention provides a client data processing method. The client data processing method comprises the steps of updating insurance policy data and contract data of each client; updating historical total daily snapshot data in a preset project according to the updated insurance policy data and contr...
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creator | DING RAN LENG LING YU JIELEI CUI NINGNING |
description | The invention provides a client data processing method. The client data processing method comprises the steps of updating insurance policy data and contract data of each client; updating historical total daily snapshot data in a preset project according to the updated insurance policy data and contract data of each client to obtain a daily updated value of each index data of an insurance product of each client in the preset project; calculating the daily update value of each index data of the insurance product of each client in the preset project according to the time dimension, obtaining theupdate value of each index data of the insurance product of each client in any historical day, and obtaining an update value of each index data of the insurance product of each client in any historical time period, so that historical data in the preset project can be quickly updated, and the client and an insurance company staff can obtain the updated historical data in the preset project throughthe terminal. The inventio |
format | Patent |
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The client data processing method comprises the steps of updating insurance policy data and contract data of each client; updating historical total daily snapshot data in a preset project according to the updated insurance policy data and contract data of each client to obtain a daily updated value of each index data of an insurance product of each client in the preset project; calculating the daily update value of each index data of the insurance product of each client in the preset project according to the time dimension, obtaining theupdate value of each index data of the insurance product of each client in any historical day, and obtaining an update value of each index data of the insurance product of each client in any historical time period, so that historical data in the preset project can be quickly updated, and the client and an insurance company staff can obtain the updated historical data in the preset project throughthe terminal. The inventio</description><language>chi ; eng</language><subject>CALCULATING ; COMPUTING ; COUNTING ; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ; PHYSICS ; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><creationdate>2021</creationdate><oa>free_for_read</oa><woscitedreferencessubscribed>false</woscitedreferencessubscribed></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktohtml>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20210316&DB=EPODOC&CC=CN&NR=112508712A$$EHTML$$P50$$Gepo$$Hfree_for_read</linktohtml><link.rule.ids>230,308,777,882,25545,76296</link.rule.ids><linktorsrc>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20210316&DB=EPODOC&CC=CN&NR=112508712A$$EView_record_in_European_Patent_Office$$FView_record_in_$$GEuropean_Patent_Office$$Hfree_for_read</linktorsrc></links><search><creatorcontrib>DING RAN</creatorcontrib><creatorcontrib>LENG LING</creatorcontrib><creatorcontrib>YU JIELEI</creatorcontrib><creatorcontrib>CUI NINGNING</creatorcontrib><title>Client data processing method and device, medium and electronic equipment</title><description>The invention provides a client data processing method. The client data processing method comprises the steps of updating insurance policy data and contract data of each client; updating historical total daily snapshot data in a preset project according to the updated insurance policy data and contract data of each client to obtain a daily updated value of each index data of an insurance product of each client in the preset project; calculating the daily update value of each index data of the insurance product of each client in the preset project according to the time dimension, obtaining theupdate value of each index data of the insurance product of each client in any historical day, and obtaining an update value of each index data of the insurance product of each client in any historical time period, so that historical data in the preset project can be quickly updated, and the client and an insurance company staff can obtain the updated historical data in the preset project throughthe terminal. The inventio</description><subject>CALCULATING</subject><subject>COMPUTING</subject><subject>COUNTING</subject><subject>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</subject><subject>PHYSICS</subject><subject>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><fulltext>true</fulltext><rsrctype>patent</rsrctype><creationdate>2021</creationdate><recordtype>patent</recordtype><sourceid>EVB</sourceid><recordid>eNqNjL0KAjEQBtNYiPoOa69gTkRbCYo2VvZH2HyeC_nzkvP5PcQHsBoYhpmqq_GCWMnZain3iVGKxI4C6jM5stGRw1sYq1E5GcJXwYNrn6Iw4TVIDuNiriYP6wsWP87U8ny6m8saObUo2TIiamtuWje7zWGvm-P2n-YDxkY0gA</recordid><startdate>20210316</startdate><enddate>20210316</enddate><creator>DING RAN</creator><creator>LENG LING</creator><creator>YU JIELEI</creator><creator>CUI NINGNING</creator><scope>EVB</scope></search><sort><creationdate>20210316</creationdate><title>Client data processing method and device, medium and electronic equipment</title><author>DING RAN ; LENG LING ; YU JIELEI ; CUI NINGNING</author></sort><facets><frbrtype>5</frbrtype><frbrgroupid>cdi_FETCH-epo_espacenet_CN112508712A3</frbrgroupid><rsrctype>patents</rsrctype><prefilter>patents</prefilter><language>chi ; eng</language><creationdate>2021</creationdate><topic>CALCULATING</topic><topic>COMPUTING</topic><topic>COUNTING</topic><topic>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</topic><topic>PHYSICS</topic><topic>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</topic><toplevel>online_resources</toplevel><creatorcontrib>DING RAN</creatorcontrib><creatorcontrib>LENG LING</creatorcontrib><creatorcontrib>YU JIELEI</creatorcontrib><creatorcontrib>CUI NINGNING</creatorcontrib><collection>esp@cenet</collection></facets><delivery><delcategory>Remote Search Resource</delcategory><fulltext>fulltext_linktorsrc</fulltext></delivery><addata><au>DING RAN</au><au>LENG LING</au><au>YU JIELEI</au><au>CUI NINGNING</au><format>patent</format><genre>patent</genre><ristype>GEN</ristype><title>Client data processing method and device, medium and electronic equipment</title><date>2021-03-16</date><risdate>2021</risdate><abstract>The invention provides a client data processing method. The client data processing method comprises the steps of updating insurance policy data and contract data of each client; updating historical total daily snapshot data in a preset project according to the updated insurance policy data and contract data of each client to obtain a daily updated value of each index data of an insurance product of each client in the preset project; calculating the daily update value of each index data of the insurance product of each client in the preset project according to the time dimension, obtaining theupdate value of each index data of the insurance product of each client in any historical day, and obtaining an update value of each index data of the insurance product of each client in any historical time period, so that historical data in the preset project can be quickly updated, and the client and an insurance company staff can obtain the updated historical data in the preset project throughthe terminal. The inventio</abstract><oa>free_for_read</oa></addata></record> |
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language | chi ; eng |
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subjects | CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR |
title | Client data processing method and device, medium and electronic equipment |
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