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Insurance agency business support device

机译:保险代理业务支援装置

摘要

PROBLEM TO BE SOLVED: To properly search and extract, a group of insurance contracts which clients subscribed for a certain purposes, and which is subscribed by plural contractors, such as a group of insurance contracts which clients subscribe (conclude) for the purpose of tax reduction of an inheritance tax, from all registered insurance contracts and display the group of insurance contracts in a list.SOLUTION: Search attribute items contain at least regional group identification information which indicates to which insurance contract data belongs, out of one or two or more insurance contract groups which can be optionally set on an insurance agency side. When a search instruction containing a search key related to the regional group identification information is created, a database is searched using the search key, then all pieces of insurance contract data belonging to the insurance contract group designated by the search key are extracted, and the insurance contract data are presented to a user of a client terminal.SELECTED DRAWING: Figure 4
机译:要解决的问题:为了正确地搜索和提取一组客户出于特定目的而订购的保险合同,并由多个承包商签约,例如一组客户出于税收目的而订购(得出)的保险合同。减少所有已注册保险合同的遗产税,并在列表中显示该保险合同组。解决方案:搜索属性项至少包含一个或两个或多个以上的区域组标识信息,这些信息指示哪个保险合同数据所属保险合同组,可以选择在保险代理机构侧进行设置。当创建包含与区域组标识信息有关的搜索关键字的搜索指令时,使用该搜索关键字搜索数据库,然后提取属于该搜索关键字所指定的保险合同组的所有保险合同数据,并且保险合同数据呈现给客户终端的用户。选定的图:图4

著录项

  • 公开/公告号JP6188164B2

    专利类型

  • 公开/公告日2017-08-30

    原文格式PDF

  • 申请/专利权人 株式会社ライフ・プロデュース;

    申请/专利号JP20150242634

  • 发明设计人 長田 貴美子;

    申请日2015-12-11

  • 分类号G06Q40/08;G06F17/30;

  • 国家 JP

  • 入库时间 2022-08-21 13:55:15

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