本文關(guān)鍵詞： 三層架構(gòu) 數(shù)據(jù)交換 web服務(wù) XML 工作流　出處：《中國科學(xué)院大學(xué)(工程管理與信息技術(shù)學(xué)院)》2015年碩士論文　論文類型：學(xué)位論文

【摘要】：電話銷售以其成本低、客戶輻射力強(qiáng)等優(yōu)勢得到快速發(fā)展,已經(jīng)成為不少保險公司的重要銷售渠道,而電話銷售業(yè)務(wù)的開展高度依賴電話銷售系統(tǒng)(以下簡稱電銷系統(tǒng)),因此對電銷系統(tǒng)的功能優(yōu)化及擴(kuò)展將會為安全、高效的開展電話銷售業(yè)務(wù)提供強(qiáng)有力的技術(shù)支持。根據(jù)對某中外合資保險公司電銷業(yè)務(wù)調(diào)研發(fā)現(xiàn)：電話銷售中心需要與其他部門協(xié)同工作,比如需財務(wù)完成扣款,需物流完成保單遞送等。在進(jìn)駐銀行的業(yè)務(wù)模式中,在銀行內(nèi)部單獨部署電銷系統(tǒng)(以下簡稱銀行外點系統(tǒng)),需要將保單導(dǎo)入壽險公司自有的電銷系統(tǒng)(自建TMS系統(tǒng)),以便完成后續(xù)遞送、扣款、同步核心系統(tǒng)承保的工作。由此可見對一個多層次可擴(kuò)展的銷售系統(tǒng)的需求極為迫切。為構(gòu)建適應(yīng)壽險電銷業(yè)務(wù)特色的系統(tǒng),本文完成的主要工作包括：(1)為了保證系統(tǒng)在通用性、高效性以及可擴(kuò)展性等方面的要求,系統(tǒng)采用了B/S多層架構(gòu),規(guī)劃了壽險電銷系統(tǒng)框架設(shè)計、物理部署以及呼叫系統(tǒng)集成,設(shè)計了系統(tǒng)功能邏輯模塊、數(shù)據(jù)庫結(jié)構(gòu)、用戶界面以及擴(kuò)展接口；(2)基于web服務(wù)技術(shù),應(yīng)用XML跨平臺數(shù)據(jù)交換,實現(xiàn)了壽險電銷系統(tǒng)與公司內(nèi)外系統(tǒng)對接,改進(jìn)了壽險電銷業(yè)務(wù)工作流程,加快了從數(shù)據(jù)撥打到保單承保的時效。通過加密壓縮XML傳輸數(shù)據(jù),實現(xiàn)了銀行外點系統(tǒng)與自建TMS系統(tǒng)自動進(jìn)行數(shù)據(jù)交互,提高了數(shù)據(jù)傳輸?shù)陌踩�、高效性�?3)以Framework平臺整合Ajax技術(shù)與xml技術(shù)開發(fā)了交互性良好的用戶界面,基于角色控制策略為用戶定制可見的功能界面及數(shù)據(jù)查看權(quán)限,提高了系統(tǒng)的應(yīng)用品質(zhì)及數(shù)據(jù)安全。本文設(shè)計和實現(xiàn)的壽險電話銷售系統(tǒng)已經(jīng)在某中外合資企業(yè)投入使用。本系統(tǒng)完成了工作流在電銷中心、電銷總部及其他部門系統(tǒng)間的正常流轉(zhuǎn),解決了銀行外點系統(tǒng)的孤島問題,實現(xiàn)了系統(tǒng)內(nèi)從數(shù)據(jù)入庫到保單承保的完整流程運(yùn)行,加快了承保時效,方便管理者及時查看各環(huán)節(jié)工作情況,上線來穩(wěn)定高效達(dá)到了設(shè)計預(yù)期。
[Abstract]:With its advantages of low cost and strong customer radiation, telephone sales have developed rapidly and have become an important sales channel for many insurance companies. The development of telephone sales business is highly dependent on the telephone sales system (hereinafter referred to as the electric pin system), so the optimization and expansion of the function of the electric pin system will be safe, Develop telephone sales business efficiently to provide strong technical support. According to a research on the electricity sales business of a Sino-foreign joint venture insurance company, it is found that the telephone sales center needs to work in collaboration with other departments, such as the financial completion of deductions. Logistics required to complete policy delivery, etc. In the banking business model, To deploy the electric pin system within the bank separately (hereinafter referred to as the bank external point system), it is necessary to import the insurance policy into the electric pin system owned by the life insurance company (self-built TMS system) in order to complete the subsequent delivery and deduction, This shows the urgent need for a multi-level scalable sales system. The main work accomplished in this paper includes: (1) in order to ensure the requirements of generality, efficiency and expansibility of the system, the system adopts the B / S multilayer architecture, and plans the design of the life insurance electric pin system framework, physical deployment and call system integration. The system function logic module, database structure, user interface and extended interface are designed. Based on web service technology and XML cross-platform data exchange, the life insurance electric pin system is connected with the internal and external system of the company. This paper improves the working flow of life insurance electric selling business, speeds up the time limit from data dialing to policy underwriting. By encrypting and compressing the data from XML, the bank external point system and the self-built TMS system can automatically interact with each other. Improving the security of data transmission, high efficiency. 3) using Framework platform to integrate Ajax technology and xml technology to develop a good interactive user interface, based on role control strategy to customize the visible functional interface and data viewing authority for the user. The application quality and data security of the system are improved. The life insurance telephone sales system designed and implemented in this paper has been put into use in a Sino-foreign joint venture. The normal circulation between the power sales headquarters and other departments resolves the isolated island problem of the bank's external point system, realizes the complete process running from the data storage to the insurance policy, and speeds up the limitation of the insurance. Convenient managers in time to check the work of each link, online to stable and efficient to meet the design expectations.
【學(xué)位授予單位】：中國科學(xué)院大學(xué)(工程管理與信息技術(shù)學(xué)院)
【學(xué)位級別】：碩士
【學(xué)位授予年份】：2015
【分類號】：TP311.52

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相關(guān)碩士學(xué)位論文 前1條

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本文編號：1528561