TWI711021B - Method and device for displaying electronic document - Google Patents

Abstract

An electronic insurance document display device, in which an electronic insurance document and a user operation interface are stored, the electronic insurance document has N tabs with at least one input field, and the user operation interface has N corresponding to the Paging operation options. The electronic security document display device displays the first page and the user operation interface, and when receiving the first input data corresponding to the first page, input it into the at least one input of the first page Field. And in the state of displaying the first page, when the electronic document display device determines that the operation option corresponding to the Mth page among the operation options is selected, it changes to display the Mth page, and M is greater than or equal to 2 and less than or equal to N, and when the electronic document display device receives the M-th input data corresponding to the M-th page, input it into the at least one input field of the M-th page.

Description

Method and device for displaying electronic document

The invention relates to a display method, in particular to a display method of electronic insurance documents suitable for the financial field. The invention also relates to an electronic insurance document display device capable of implementing the electronic insurance document display method.

When signing an insurance contract, in order to comply with the relevant laws and regulations and ensure the rights and interests of the insured, the insurance clerk must guide the insured to read multiple relevant contract documents and fill in the relevant insurance information.

In recent years, due to the advancement of technology and the rise of environmental awareness, the relevant documents of insurance contracts have gradually developed from paper to paperless electronic documents displayed on electronic devices, and the insured person has changed to touch or keyboard input. Fill in the electronic documents with the insurance information to save paper usage.

In the prior art, the electronic document itself often has built-in preset rules for filling in order to restrict the applicant to fill in the insurance information in a fixed order. For example, the applicant must first fill in all pages in page 1 of the electronic file. Field, page 2 will be allowed to open, and after all the fields of page 2 are filled in, page 3 will be allowed to open. However, such order restrictions make it impossible for the insured person to browse the entire electronic document before filling in the insurance information, and if the insured person finds that there is a column that has been temporarily forgotten or needs to be inquired before filling in the insurance information. It is also impossible to fill in the fields in the other tabs after tab 1. Therefore, the existing electronic document filling process lacks flexibility, which easily leads to shortcomings such as poor efficiency and insufficient customer satisfaction.

Therefore, one of the objectives of the present invention is to provide a method for displaying electronic insurance documents that can overcome the disadvantages of the prior art.

The display method of the electronic insurance document of the present invention is implemented by an electronic insurance document display device storing an electronic insurance document and a user operation interface. The electronic insurance document has N sequential pages, and N is greater than or equal to 3. Integer, each page has at least one input field, the user operation interface has N one-to-one corresponding to N pages, has sequence and is used for selection of operation options, the electronic insurance document display method includes the following Steps: (A) The electronic document display device displays the first of the pages of the electronic document document and the user interface, and when the electronic document display device receives the corresponding response When the first input data of the at least one input field of a page is entered, enter the first input data into the at least one input field of the first page; (B) the electronic document display device is displaying the In the state of the first page, when it is determined that the operation option corresponding to the Mth page among the operation options is selected, the Mth page is displayed instead, where M is greater than or equal to 2 and an integer less than or equal to N, and when the electronic insurance document display device receives the M-th input data corresponding to the at least one input field of the M-th page, input the M-th input data to the M-th page The at least one input field of a tab.

In some implementations of the method for displaying electronic security documents of the present invention, the method for displaying electronic security documents further includes a step (C) after step (B): the electronic security document display device is displaying the Mth In the state of a page, when it is determined that the operation option corresponding to the Pth page in the pages is selected among the operation options, the Pth page is displayed instead, where P is greater than or equal to 1, An integer less than or equal to N and not equal to M, and when the electronic insurance document display device receives the Pth input data corresponding to the at least one input field of the Pth page, the Pth input data is input into the The at least one input field of the Pth page.

In some implementations of the method for displaying the electronic security document of the present invention, in step (A), the electronic security document display device also displays the unfilled quantity corresponding to the first page on the user operation interface , The unfilled quantity indicates the quantity of the at least one input field in the first tab where the first input data is not input, and when the electronic insurance document display device inputs the first input data into the first After the at least one input field of the tab, the unfilled quantity presented on the user interface and corresponding to the first tab will be updated; in step (B), the electronic insurance document display device will also update another The unfilled quantity corresponding to the Mth page is displayed on the user interface. The unfilled quantity indicates the quantity of the at least one input field in the Mth page where the Mth input data is not entered, and when the After the electronic security document display device enters the M-th input data into the at least one input field of the M-th page, it will update the unfilled quantity displayed on the user operation interface and correspond to the M-th page; In step (C), the electronic guarantee document display device also displays the unfilled quantity corresponding to the Pth page on the user operation interface. The unfilled quantity indicates that the Pth page has not been entered. The number of the at least one input field of the P-th input data, and when the electronic insurance document display device inputs the P-th input data into the at least one input field of the P-th page, it will be updated and displayed in the use User interface and corresponding to the unfilled number of P-th page.

In some implementation aspects of the method for displaying electronic insurance documents of the present invention, the method for displaying electronic insurance documents further includes a step (D): the electronic insurance document display device determines the unfilled quantity corresponding to each page, And present the operation option corresponding to the page with the unfilled number greater than zero in the tabs in an incomplete state, and the corresponding tab in the tab with the unfilled number equal to zero. The operation options are presented in a completed state that is visually different from the unfinished state.

Another object of the present invention is to provide an electronic warranty document display device capable of implementing the electronic warranty document display method.

The electronic security document display device of the present invention includes a storage unit, a display unit, an input unit, and a processing unit electrically connected to the storage unit, the display unit and the input unit. The storage unit stores an electronic insurance document and a user operation interface. The electronic insurance document has N sequential pages, where N is an integer greater than or equal to 3, and each page has at least one input field. The user The operation interface has N one-to-one correspondence with N pages, has a sequence and is used for selection of operation options. The processing unit controls the display unit to display the first page among the pages of the electronic document and the user operation interface, and when the processing unit receives the first page corresponding to the first page through the input unit When inputting the first input data of at least one field, input the first input data into the at least one input field of the first page. In the state where the display unit displays the first page, when the processing unit determines that the operation option corresponding to the Mth page among the operation options is selected, it controls the display unit to change to Display the Mth page, where M is an integer greater than or equal to 2 and less than or equal to N, and when the processing unit receives the Mth input corresponding to the at least one input field of the Mth page through the input unit For data, input the M-th input data into the at least one input field of the M-th page.

In some implementation aspects of the electronic document display device of the present invention, when the display unit displays the Mth page, when the processing unit determines that the operation options correspond to the Pth page in the pages When the operation option of a page is selected, the display unit is controlled to display the Pth page, where P is an integer greater than or equal to 1, less than or equal to N and not equal to M, and when the processing unit passes through the input unit When receiving the P-th input data corresponding to the at least one input field of the P-th page, input the P-th input data into the at least one input field of the P-th page.

In some implementations of the electronic security document display device of the present invention, the processing unit further controls the display unit to display the unfilled quantity corresponding to the first page on the user operation interface, and the unfilled quantity indicates The number of the at least one input field in the first page where the first input data is not entered, and when the processing unit enters the first input data into the at least one input field of the first page, it will Update the unfilled number displayed on the user interface and corresponding to the first tab. The processing unit also controls the display unit to present another unfilled quantity corresponding to the Mth page on the user operation interface, and the unfilled quantity indicates the Mth page without inputting the Mth input data. The quantity of at least one input field, and when the processing unit inputs the M-th input data into the at least one input field of the M-th page, it will be updated and displayed on the user operation interface and correspond to the M-th page Of the unfilled quantity. The processing unit also controls the display unit to present the unfilled quantity corresponding to the Pth page on the user operation interface. The unfilled quantity indicates the Pth page that has not entered the Pth input data. The number of at least one input field, and when the electronic insurance document display device inputs the P-th input data into the at least one input field of the P-th page, it will be updated and displayed on the user operation interface and corresponds to The unfilled number of the P-th page.

In some implementations of the electronic security document display device of the present invention, the processing unit also determines the unfilled quantity corresponding to each page, and locates the pages corresponding to the unfilled number greater than zero among the pages. The corresponding operation option is presented in an unfinished state, and the operation option corresponding to the page with the unfilled number equal to zero among the pages is presented in a completed state that is visually different from the unfinished state.

The effect of the present invention is that the electronic insurance document display device can display the corresponding M-th page according to the selected operation option, so that the insurance clerk and the insured person can access the document without sequence restriction For viewing and filling in equal pages, the electronic document display device of the present invention provides a more efficient man-machine interface that can reduce the burden on the user, and overcomes the shortcomings of the prior art that are inflexible and inefficient.

Referring to FIG. 1, an embodiment of the electronic insurance document display device 1 of the present invention is implemented as a tablet computer, and is used, for example, for an insurance salesperson to guide an insurance applicant to sign an insurance contract face to face. But it is not limited. The electronic security document display device 1 includes a storage unit 11, a display unit 12, an input unit 13, and a processing unit 14 electrically connected to the storage unit 11, the display unit 12 and the input unit 13. In other embodiments, the electronic security document display device 1 can also be implemented as a smart phone, a notebook computer or a desktop computer, and is not limited to this embodiment.

Referring to FIG. 2 at the same time, the storage unit 11 stores an electronic insurance document 2 and a user operation interface 3 that can be displayed by the display unit 12.

The electronic insurance requirement document 2 can be, for example, an insurance requirement document corresponding to a specific insurance product, and has N pages arranged in order. N is illustrated by taking 4 as an example in this embodiment, but it is not limited thereto. The four pages are, for example, an insurance content page, a basic information page, a payment page, and a statement page, and the insurance content page is the first page among the pages, and the basic information page is the page The second page in the page, the payment page as the third page in the pages, and the statement page as the fourth page in the pages, but it is not limited to this. Moreover, in this embodiment, each page has one or more input fields for inputting an input data. The input data is, for example, the relevant contract content of the insurance contract, such as the type of insurance, premium, insured amount, basic information of the insured, the payment method that the insured intends to use, and the insured's confirmation Signature, etc., but not limited to this. It is added that in other embodiments, N can be implemented as long as it is an integer greater than or equal to 3, and is not limited to this embodiment.

The user operation interface 3 has four operation options 31 that correspond to the four tabs one-to-one, have a sequence, and are used for selection. Specifically, in this embodiment, the operation options 31 are, for example, the insured content display option corresponding to the insured content page, the basic data display option corresponding to the basic information page, and the payment payment page corresponding to the payment. Payment display options, as well as a pair of declaration items that should be declared on the page, but not limited to this. It is worth noting that each of the operation options 31 can be displayed by the display unit 12 under the control of the processing unit 14 in an incomplete state and a completed state that is visually different from the incomplete state. Taking this embodiment as an example, for each operation option 31, when the operation option 31 is presented in the unfinished state, an exclamation mark appears in the upper right corner, and when the operation option 31 is presented in the completed state, A tick symbol will appear in the upper right corner, but it is not limited to this. It is added that in other embodiments, if the electronic document 2 has N pages, the user interface 3 will also have N options corresponding to the N pages, instead of taking this embodiment as limit.

In this embodiment, the display unit 12 and the input unit 13 are combined to implement a touch screen, for example, while in other embodiments, the display unit 12 may also be, for example, a general screen without touch function, and the The input unit 13 can be, for example, a keyboard, a writing pad, a mouse, or a combination thereof, and is not limited to this embodiment.

Referring to FIGS. 1 to 3 at the same time, the following exemplarily describes how the electronic insurance document display device 1 of this embodiment implements an electronic insurance document display method.

First, when the processing unit 14 receives an electronic insurance document opening instruction generated by the input unit 13 according to a human operation via the input unit 13, the processing unit 14 opens the electronic insurance document according to the electronic insurance document opening instruction The security document 2 is displayed on the display unit 12, and step S1 is executed.

In step S1, the processing unit 14 determines an unfilled quantity 30 corresponding to each page of the electronic document 2 displayed on the display unit 12 (Figure 2 only shows the corresponding page of the basic information The unfilled quantity 30), and the operation option 31 corresponding to the page with the unfilled quantity 30 greater than zero among the tabs is presented in the user operation interface 3 in the incomplete state (that is, an exclamation mark appears), And the operation option 31 corresponding to the page with the unfilled number 30 equal to zero among the pages is presented on the user operation interface 3 in the completed state (that is, the tick symbol appears). Specifically, in this embodiment, the unfilled quantity 30 corresponding to each page page indicates the number of input fields for which no data is input among all input fields of the page. Next, proceed to step S2.

In step S2, the processing unit 14 controls the display unit 12 to display the first of the pages (that is, the insurance content page) and the user operation interface 3, and the processing unit 14 will also correspond to The unfilled quantity 30 of the first page is presented on the user interface 3, so that the insurance salesperson and the insured person can clearly know from the user interface 3 that each page is in the completed The status or the unfinished status, and how many input fields are left unfilled in the first tab. Moreover, in the state where the display unit 12 displays the first tab and the user operation interface 3, when the processing unit 14 receives via the input unit 13 an input corresponding to any of the input fields of the first tab When inputting data, input the input data as a first input data into the corresponding input field in the first tab, and update the corresponding input field in the user operation interface 3 corresponding to the first tab The unfilled quantity 30, and the status of the operation option 31 corresponding to the first page is updated. For example, if the processing unit 14 first detects that an insurance type input field among all the input fields of the first page is selected via the input unit 13, and then receives the input data, the processing unit 14 Determine that the input data corresponds to the insurance type input field of the first tab, and input the input data as the first input data into the insurance type input field. And the way for the processing unit 14 to update the unfilled quantity 30 corresponding to the first page is to count the number of input fields that have not entered data in the first page again. Therefore, if the first page One of the input fields in which no data was originally entered is input by the processing unit 14 into the first input data, the updated unfilled quantity 30 will be equal to the unfilled quantity 30 before the update minus one. However, if the In the first tab, another input field that already has input data is input by the processing unit 14 with new first input data (that is, the content of the input field is modified or replaced), the unfilled field is not updated The number is 30. Next, proceed to step S3.

In step S3, in the state where the display unit 12 displays the first page, when the processing unit 14 determines that the operation option 31 corresponding to the Mth page among the operation options 31 is selected When selected, the display unit 12 is controlled to change from displaying the first page to the Mth page, and the processing unit 14 also displays the unfilled number 30 corresponding to the Mth page on the user operation interface 3. M is an integer greater than or equal to 2 and less than or equal to N, so in this embodiment, M can be one of 2, 3, and 4, that is, this step is for the insurance clerk or the insured person to pass through The input unit 13 selects one of the operation options 31, and the processing unit 14 controls the display unit 12 to change from displaying the state of the first page to displaying the Mth page according to the selected operation option 31 The status of a page. Moreover, in the state where the display unit 12 displays the Mth page, when the processing unit 14 receives the input data corresponding to any of the input fields of the Mth page through the input unit 13, it will The input data is input as an M-th input data into the corresponding input field in the M-th page, and the unfilled quantity 30 presented on the user operation interface 3 and corresponding to the M-th page is updated, and Update the state of the operation option 31 corresponding to the Mth page. That is to say, even if all the input fields of the first page have not been filled in, the electronic insurance document display device 1 can still switch from displaying the first page to displaying the Mth page according to a human operation , For the insurance clerk and the insured person to read and fill in the M-th page, without being restricted by the page order. Next, proceed to step S4.

In step S4, when the display unit 12 displays the Mth page, when the processing unit 14 determines that the operation option 31 corresponding to the Pth page among the operation options 31 is selected When selected, the display unit 12 is controlled to display the P th page, and the processing unit 14 displays the unfilled number 30 corresponding to the P th page on the user operation interface 3. P is an integer greater than or equal to 1, less than or equal to N and not equal to M. Therefore, in this embodiment, assuming that M is equal to 3, P can be any one of 1, 2, and 4, but is not limited thereto. In other words, this step is for the insurance clerk or the insured person to select the other one of the operation options 31 through the input unit 13, so that the processing unit 14 controls the operation option 31 according to the selected operation option 31 The display unit 12 changes from displaying the state of the M-th page to displaying the state of the P-th page. Moreover, in the state where the display unit 12 displays the P th page, when the processing unit 14 receives the input data corresponding to any of the input fields of the P th page via the input unit 13, it will The input data is input as a P-th input data into the corresponding input field of the P-th page, and the unfilled number 30 presented on the user operation interface 3 and corresponding to the P-th page is updated, and Update the state of the operation option 31 corresponding to the P-th page. In other words, after the electronic document display device 1 switches from displaying the first page to the Mth page according to a human operation (here M=3 is taken as an example), even if the third page is displayed The input fields have not been filled in yet, the electronic guarantee document display device 1 can still switch to display the first, second or fourth page in the state of displaying the third page according to manual operation, For the insurance clerk and the insured person to read and fill in other pages, without being restricted by the order of the pages. Therefore, as far as the applicant is concerned, the applicant can freely read the contents of these pages without order restriction before filling in the pages, and even if the applicant touches the contents of one of the When it comes to input fields that cannot be filled in at the moment, you can continue to fill in the input fields of other tabs.

After step S4 is performed, the electronic document display device 1 can continue to display the corresponding tab according to the selection of the operation options 31 as in step S3 and step S4, and the corresponding tab based on the tab in the display. Wait for the input fields to be filled in the input data, and update the corresponding display status of the operation option 31 and the corresponding unfilled quantity 30 in real time, so that the insurance salesperson and the insurer can clearly understand Know which tabs are currently not filled in, and how many input fields are left in each tab. When the processing unit 14 determines that the unfilled quantities 30 corresponding to all the pages are equal to zero, the filling of the electronic insurance document is completed.

To sum up, the electronic insurance document display device 1 of this embodiment can display the corresponding page according to the selection of the operation options 31, so that the insurance clerk and the insurance applicant can be free from the page order. These tabs are read and filled in a limited manner, which completely overcomes the shortcomings of inflexibility and poor efficiency of the prior art. In addition, by using the electronic insurance document display device 1 to instantly update the presentation status of the operation option 31 corresponding to each page and the unfilled quantity 30, it can effectively remind the insurance salesperson and the insurance applicant that there is currently Which tabs have not been filled in yet, and how many input fields are left in each tab, can further achieve the effect of avoiding missing fills. By implementing the method for displaying electronic insurance documents, the electronic insurance document display device 1 of this embodiment does provide a human-machine interface that can reduce the burden on users and is more efficient than the prior art. Can achieve the purpose of the invention.

However, the above are only examples of the present invention. When the scope of implementation of the present invention cannot be limited by this, all simple equivalent changes and modifications made in accordance with the scope of the patent application of the present invention and the content of the patent specification still belong to This invention patent covers the scope.

1‧‧‧Electronic insurance document display device 11‧‧‧Storage unit 12‧‧‧Display unit 13‧‧‧Input unit 14‧‧‧Processing unit 2‧‧‧Electronic insurance document 3‧‧‧User operation interface 30‧‧‧Unfilled quantity 31‧‧‧Operation options S1~S4‧‧‧Steps

Other features and effects of the present invention will be clearly presented in the embodiments with reference to the drawings, in which: FIG. 1 is a block diagram of an embodiment of the electronic security document display device of the present invention; FIG. 2 is a schematic diagram, Illustratively illustrates an electronic warranty document and a user operation interface displayed in this embodiment; and FIG. 3 is a flowchart illustrating how this embodiment implements an electronic warranty document display method of the present invention. .

1‧‧‧Electronic security document display device

11‧‧‧Storage unit

12‧‧‧Display unit

13‧‧‧Input Unit

14‧‧‧Processing unit

Claims (2)

An electronic insurance document display method, implemented by an electronic insurance document display device storing an electronic insurance document and a user operation interface, the electronic insurance document has N sequential pages, and N is greater than or equal to 3 Integer, each tab has at least one input field, the user operation interface has N displayed simultaneously, corresponds to the N tabs one-to-one, has sequence, is arranged according to the sequence, and is used for selection of operating options, The display method of the electronic security document includes the following steps: (A) The electronic security document display device displays the first of the pages of the electronic security document and the user operation interface, and when the electronic security document is displayed When the document display device receives the first input data corresponding to the at least one input field of the first page, input the first input data into the at least one input field of the first page, and the electronic To ensure that the document display device also presents the unfilled quantity corresponding to the first tab on the user operation interface, and the unfilled quantity indicates the at least one input for which the first input data is not entered in the first tab The number of fields, and when the electronic insurance document display device enters the first input data into the at least one input field of the first tab, it will be updated and displayed on the user operation interface corresponding to the first The unfilled number of pages; (B) When the electronic document display device is displaying the first page, when it is determined that the operation options correspond to the Mth page of the pages When the option is selected, the Mth page is displayed instead, where M is an integer greater than or equal to 2 and less than or equal to N, and when the electronic document display device receives the at least one corresponding to the Mth page When the M-th input data of an input field is input, the M-th input data is input into the at least one input field of the M-th page, and the electronic insurance document display device also corresponds to the M-th page The unfilled quantity of is displayed on the user operation interface, and the unfilled quantity indicates the quantity of the at least one input field in the Mth page where the Mth input data is not entered, and when the electronic document display device After inputting the M-th input data into the at least one input field of the M-th page, the unfilled quantity displayed on the user interface and corresponding to the M-th page will be updated; and (C) the electronic information The security document display device determines the unfilled quantity corresponding to each page, and presents the operation option corresponding to the page with the unfilled quantity greater than zero in the pages in an unfinished state showing a symbol , And the operation option corresponding to the page whose unfilled number is equal to zero among the pages is presented in a completed state showing another symbol whose appearance is different from the symbol. An electronic security document display device, comprising: a storage unit storing an electronic security document and a user operation interface, the electronic security document has N sequential pages, N is an integer greater than or equal to 3, each The tab has at least one input field, the user operation interface has N simultaneously presented, one-to-one corresponding to the N tabs, has a sequence, is arranged according to the sequence and is used for selection of operation options; a display unit; An input unit; and a processing unit, electrically connected to the storage unit, the display unit and the input unit; Wherein, the processing unit controls the display unit to display the first page among the pages of the electronic document and the user operation interface, and when the processing unit receives the corresponding first page through the input unit When the first input data of the at least one input field is input, the first input data is input into the at least one input field of the first page, and the processing unit also controls the display unit to correspond to the first The unfilled quantity of a page is presented on the user operation interface. The unfilled quantity indicates the quantity of the at least one input field in the first page where the first input data is not entered, and when the processing unit After the first input data is entered in the at least one input field of the first tab, the unfilled quantity displayed on the user interface and corresponding to the first tab is updated; the display unit displays the first In the state of paging, when the processing unit determines that the operation option corresponding to the Mth page among the operation options is selected, it controls the display unit to display the Mth page instead, where, M is an integer greater than or equal to 2 and less than or equal to N, and when the processing unit receives the M-th input data corresponding to the at least one input field of the M-th page through the input unit, the M-th input data Input the at least one input field of the Mth page, and the processing unit also controls the display unit to display another unfilled quantity corresponding to the Mth page on the user operation interface, the unfilled The quantity indicates the quantity of the at least one input field in the Mth page where the Mth input data is not entered, and when the electronic document display device inputs the Mth input data into the at least one input field of the Mth page After an input field, the unfilled quantity displayed on the user interface and corresponding to the Mth page will be updated; The processing unit also determines the unfilled quantity corresponding to each page, and controls the display unit to display a symbol for the operation option corresponding to the page with the unfilled quantity greater than zero in the same page The unfinished state presentation, and the operation option corresponding to the page whose unfilled number is equal to zero among the pages are presented in a completed state showing another symbol different in appearance from the symbol.

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