I. End-to-End Integrated Workflow Control (Addressing “Fragmented Business Processes”)
· Main Workflow Loop: Covers essential steps such as preliminary review, scanning, data entry, and policy issuance. Powered by a unified workflow engine, each stage auto-triggers the next (e.g., successful preliminary review automatically initiates scanning), minimizing manual intervention.
· Branch Workflow Linkage: Integrates auxiliary processes such as notice management and overdue handling. Real-time data exchange ensures continuity (e.g., overdue events automatically update proposal status and notify related systems).
II. Multi-Channel Data Entry Collaboration (Addressing “Data Inconsistency”)
· Unified Standards & Validation: Supports multiple data-entry channels (e.g., company staff, BPO services) with standardized interfaces. Real-time validation via the rules engine ensures data accuracy and consistency.
· Real-Time Status Tracking: Uses status codes (e.g., 4 = “In Progress,” 5 = “Pending Review”) to monitor progress. Exceptions (e.g., entry failure) automatically trigger alerts, reducing omissions.
III. Cross-System Integration Architecture (Addressing “Complex System Integration”)
· Multi-Interface Adaptation: Supports various integration methods (Hessian, ESB services, etc.), tailored to system needs (e.g., synchronizing premium collection/disbursement with finance systems via ESB).
· Visualized Monitoring: Integration logs (e.g., table T_PROPOSAL_PROCESS) record all interactions. Automated retries on failures ensure accurate data synchronization.
IV. Standardized Data Management (Addressing “Fragmented Data Management”)
· Five-Domain Data Classification: Organizes data into five domains (e.g., proposal information, process information) for structured storage and centralized governance.
· Full Lifecycle Tracking: Proposal tracking tables record status changes across all stages, enabling traceability and compliance audits.
V. Intelligent Exception Handling (Addressing “Cumbersome Exception Management”)
· Automated Overdue Handling: Automatically identifies overdue notices, updates proposal records, and synchronizes with underwriting and payment systems (e.g., temporary premium hold).
· End-to-End Error Correction: Integrates with underwriting and product factory systems, enabling full online workflows for error correction requests, reviews, and activations.
VI. Fine-Grained Outsourcing Management (Addressing “Insufficient BPO Collaboration”)
· BPO Task Management: Provides full lifecycle control of outsourced tasks, including assignment, monitoring, and quality checks. Automatically validates data formats to ensure input quality.
· Automated Fee Accounting: Links task completion records with fee schedules to automatically calculate BPO costs, reducing reconciliation errors.
