Login | Register
ORIGIEN Next-Gen Digital Infrastructure
Distributed Core Banking System
Distributed Financial PaaS
Data Middle Platform
Digital Marketing
Risk & Compliance
Payment & Settlement
Channel Solutions
Credit Management
Transaction Banking
Open Banking
Digital Operation
QA Platform
AI Applications
Industry Solutions
About Us
Search
Home / Case / Individual Insurance Sales Management System of a Leading Life Insurance Company

Individual Insurance Sales Management System of a Leading Life Insurance Company

Client Background

The company´s existing sales management system was built on a legacy standalone relational database and implemented using stored procedures or proc/java-stored procedure combinations. With the growing demand for digital distributed architectures and big data capabilities, a technical upgrade became imperative. Additionally, following the regulatory notice issued at the end of 2020 on promoting independent personal insurance agents, the individual insurance sales model is set for significant transformation—necessitating a corresponding system overhaul.


Business Challenges

Frequent changes in sales hierarchy, constraints of basic law rules, and personnel movement or reassignment all directly affect the commission calculation logic.


Solution
The system adopts the "Low Coupling + Parameterization" concept.

The system adopts the "Low Coupling + Parameterization" concept.

Using the latest technologies

SpringCloud and Vue—combined with years of industry experience, a modernized sales management system was developed.

By leveraging Xin Chuang technologies and distributed database solutions

GienTech delivered a next-generation insurance sales management system (including channel commission calculations), empowering the insurer with flexible rule configurations and enabling innovation through digital transformation.

Contact GienTech to get your customized solutions Consult expert
Online Trial

中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。

  • 鲸Bot设计器

    鲸Bot设计器集成了浏览器自动化组件,office办公自动化组件,数据库组件,文件处理组件、邮件组件等多种类型组件,通过全栈自动识别技术,自动识别目标元素,使开发过程所见即所得,降低了RPA开发门槛,让业务人员也可以方便地进行业务流程的开发。

  • 鲸Bot机器人

    通过手动执行、定时执行、控制台远程调用的方式运行自动化流程,配合控制台对外提供API接口,供外部程序调用。通过特有的视觉反馈技术提供统一的异常处理机制,极大降低开发和运维成本,让RPA流程运行更加稳定,而解决金融行业因技术人员产能不足难以支持其业务发展的问题。

Discover the Next-Gen Digital Infrastructure ORIGIENVideo
Contact Us

+852 39030102 (9:00-18:00)

WhatsApp
Contact Us

Submit your requirements and we will contact you as soon as possible.