保存进度！
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@ -4,901 +4,33 @@ CREATE OR REPLACE PACKAGE telsale_archievement_pkg IS
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-- Created : 2023/3/10 15:13:34
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-- Purpose : 桌面霸屏项目基础数据生成包
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PROCEDURE 车非基础数据
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PROCEDURE department_attaching_rate
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(
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a_start_date IN DATE,
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a_end_date IN DATE
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department_code IN VARCHAR2,
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attaching_rate OUT VARCHAR2
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);
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PROCEDURE gen_车非临时数据
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(
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a_start_date IN DATE,
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a_end_date IN DATE
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);
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PROCEDURE 续保基本数据;
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PROCEDURE chefei_daily_job;
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PROCEDURE xubao_daily_job;
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END telsale_archievement_pkg;
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/
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CREATE OR REPLACE PACKAGE BODY telsale_archievement_pkg IS
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PROCEDURE 车非基础数据
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-- 保费渗透率
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PROCEDURE department_attaching_rate
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(
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a_start_date IN DATE,
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a_end_date IN DATE
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department_code IN VARCHAR2,
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attaching_rate OUT VARCHAR2
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) IS
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--l_count INTEGER; --已有记录的数量
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l_this_month VARCHAR2(4);
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BEGIN
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--产生临时数据
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gen_车非临时数据(a_start_date,
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a_end_date);
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l_this_month := to_char(SYSDATE,
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'mm') || '月';
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FOR caller_record IN (SELECT *
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FROM desktop_archievement_admin.车非每日保费_t)
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LOOP
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BEGIN
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DELETE desktop_archievement_admin.车非每日保费 cf
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WHERE cf.签单日期 = caller_record.签单日期
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AND cf.部门 = caller_record.部门
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AND cf.经办人n = caller_record.经办人n
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AND cf.坐席工号 = caller_record.坐席工号;
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EXCEPTION
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WHEN no_data_found THEN
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NULL;
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END;
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INSERT INTO desktop_archievement_admin.车非每日保费
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VALUES caller_record;
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END LOOP;
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COMMIT;
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EXCEPTION
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WHEN OTHERS THEN
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NULL;
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END;
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PROCEDURE gen_车非临时数据
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(
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a_start_date IN DATE,
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a_end_date IN DATE
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) IS
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BEGIN
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desktop_archievement_admin.clean_temp_data;
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INSERT INTO desktop_archievement_admin.车非每日保费_t
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WITH aa AS
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(SELECT to_char(t.signature_date,
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'yyyy-mm-dd') 签单日期,
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(to_char(T.signature_date,
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'mm')) || '月' mm,
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t.policy_no bdh,
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t.endorsement_no pdh,
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qt.t_cre tid,
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QT.B_CRE BTID, -----添加字段
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e.inception_date qbsj,
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e.planned_end_date zzsj,
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pt.premium_amount - nvl(pt.tax_amount,
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0) bf
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--,qt.qdbf - nvl(qt.qdbf_tax_amount,0) bf
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,
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nt.ecompensation_rate * (pt.premium_amount - nvl(pt.tax_amount,
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0)) fxbf,
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z.department_name bm,
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z.department_code bmdm,
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CASE
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WHEN (et.telpartnercode LIKE '%HC%' OR
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zx.workerno IN (SELECT code
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FROM datacenter.dc_lsj_zx_hc)) THEN
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'海沧丰骏'
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ELSE
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''
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END 是否丰骏,
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nvl(zx.workerno,
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et.telpartnercode) 坐席工号,
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(CASE
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WHEN nvl(zx.workerno,
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et.telpartnercode) = 'DX001' AND
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xx.staff_name LIKE '%建发凯迪%' THEN
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'林伟华'
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WHEN nvl(zx.workerno,
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et.telpartnercode) = 'DX001' AND
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xx.staff_name NOT LIKE '%建发凯迪%' THEN
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'其他'
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ELSE
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to_char(ys.坐席姓名)
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END) 坐席名称,
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YS.团队 坐席团队,
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nvl(YS.团队,
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y.section_office_name) 科室N,
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nvl((CASE
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WHEN nvl(zx.workerno,
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et.telpartnercode) = 'DX001' AND
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xx.staff_name LIKE '%建发凯迪%' THEN
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'林伟华'
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WHEN nvl(zx.workerno,
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et.telpartnercode) = 'DX001' AND
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xx.staff_name NOT LIKE '%建发凯迪%' THEN
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'其他'
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ELSE
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to_char(ys.坐席姓名)
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END),
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xx.staff_name) 经办人N
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FROM idst0.auto_agreement_request_t t
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LEFT JOIN idst0.auto_agreement_t e
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ON e.policy_no = t.policy_no
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LEFT JOIN idst0.motorised_vehicle_t v
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ON v.policy_no = e.policy_no
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LEFT JOIN idst0.auto_premium_t pt
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ON pt.policy_no = t.policy_no
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AND pt.endorsement_no = t.endorsement_no
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LEFT JOIN ywglxt.w_dxbd_i i
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ON e.policy_no = i.bdh
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LEFT JOIN idst0.rydm_t xx
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ON xx.staff_code = nvl(i.zhjywy,
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e.operator_code)
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LEFT JOIN idst0.ks_t y
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ON y.section_office_code = nvl(xx.section_office_code,
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e.section_office_code)
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LEFT JOIN idst0.bm_t z
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ON z.department_code = nvl(xx.department_code,
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e.department_code)
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--left join datacenter.dc_cx_csteam ct on ct.jbrcode = xx.staff_code
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LEFT JOIN idst0.auto_new_product_info_t nt
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ON nt.policy_no = t.policy_no
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AND nt.endorsement_no = t.endorsement_no
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--left join ywglxt.q_auto_agreement_extend_t qe on qe.policy_no = e.policy_no
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LEFT JOIN ywglxt.q_auto_agreement_t qt
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ON qt.policy_no = e.policy_no
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LEFT JOIN datacenter.dc_yangg_qdcode qd
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ON qd.code = e.selling_channel_type
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LEFT JOIN datacenter.dc_tb_jc_c_tag cl
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ON cl.保单号 = e.policy_no
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LEFT JOIN datacenter.dc_yangg_basecode_teams fg
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ON fg.bm = z.department_name
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AND fg.ks = y.section_office_name
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--left join idst0.t_sell_policy_autobase_t zx on zx.policy_no=e.policy_no
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--left join idst0.auto_agreement_extend_t et on et.policy_no = e.policy_no
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LEFT JOIN idst0.auto_agreement_extend_t et
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ON et.policy_no = e.policy_no
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LEFT JOIN idst0.t_sell_policy_autobase_t zx
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ON zx.policy_no = e.policy_no
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LEFT JOIN datacenter.dc_YZH_ZXYS YS
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ON YS.坐席工号 = nvl(zx.workerno,
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et.telpartnercode)
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--left join v_lsj_dimian dm on dm.vin=v.vin and e.selling_channel_type='25' and dm.MEMO like'%地面续保%'
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--left join datacenter.dc_lsj_zx_team zt on zt.name=coalesce(zc.name,zc1.name,bc.name,dm.JBRMC)
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WHERE t.signature_date >= to_date('2023-01-01 00:00:00',
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'yyyy-mm-dd hh24:mi:ss')
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AND t.signature_date < to_date(to_char(SYSDATE - 1,
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'yyyy-mm-dd') || ' 23:59:59',
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'yyyy-mm-dd hh24:mi:ss')
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--and t.endorsement_no = '无'
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AND e.policy_status = '1' --条件：保单有效
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AND qt.tflag = '0' --条件：类型为个人
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AND qt.usage_xm = '家庭自用车'
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--条件：单程提车、摩托车、拖拉机
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--and e.policy_no in ('AXIMC90Y1419B038594J','AXIMC90CTP19B039593R','AXIMC04CTP19B013473X')
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AND e.planned_end_date - e.inception_date >= 360
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--条件：保单周期
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)
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-----添加字段
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,
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dd2 AS
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(SELECT 签单日期,
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mm,
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bm,
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bmdm,
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坐席工号,
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坐席名称,
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坐席团队,
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科室N,
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经办人N,
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CASE
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WHEN pdh = '无' THEN
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tid
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END tid,
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to_number('1') 客户数,
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COUNT(DISTINCT CASE
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WHEN pdh = '无' THEN
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bdh
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END) 保单数,
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SUM(bf) 保费
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FROM (SELECT DISTINCT *
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FROM aa) aa
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GROUP BY bm,
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bmdm,
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CASE
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WHEN pdh = '无' THEN
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tid
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END,
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mm,
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BTID,
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坐席工号,
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坐席名称,
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坐席团队,
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签单日期,
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科室N,
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经办人N
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UNION
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SELECT 签单日期,
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mm,
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bm,
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bmdm,
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坐席工号,
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坐席名称,
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坐席团队,
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科室N,
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经办人N,
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CASE
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WHEN btid = tid THEN
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''
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ELSE
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btid
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END btid,
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to_number('0') 客户数,
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to_number('0') 保单数,
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to_number('0') 保费
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FROM (SELECT DISTINCT *
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FROM aa) aa),
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DD AS
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(SELECT *
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FROM DD2
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WHERE TID IS NOT NULL)
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--select * from dd
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,
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bb AS
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(SELECT DISTINCT q.policy_no bdh,
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q.endorsement_no pdh,
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qna.t_cre tid,
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to_number(to_char(q.signature_date,
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'yyyy')) || '年' nf,
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(to_char(q.signature_date,
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'mm')) || '月' mm_f,
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to_char(q.signature_date,
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'dd') || '日' dd,
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q.signature_date sj,
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round((pt.premium_amount - nvl(pt.taxamount,
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0)) * c.rate / 100,
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2) bf,
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z.department_name bm
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FROM idst0.nonauto_agreement_request_t q
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LEFT JOIN idst0.nonauto_agreement_t e
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ON e.policy_no = q.policy_no
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LEFT JOIN idst0.nonauto_premium_t pt
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ON pt.endorsement_no = q.endorsement_no
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AND pt.policy_no = q.policy_no
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LEFT JOIN idst0.reinsurance_t r
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ON r.reinsurance_policy_no = e.policy_no
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LEFT JOIN idst0.exrate_month_t c
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ON pt.currency_code = c.bzh
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AND to_char(q.signature_date,
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'YYYY') = c.theyear
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AND to_char(q.signature_date,
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'fmmm') = c.themonth
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LEFT JOIN idst0.rydm_t x
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ON x.staff_code = e.operator_code
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LEFT JOIN idst0.ks_t y
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ON y.section_office_code = x.section_office_code
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LEFT JOIN idst0.bm_t z
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ON z.department_code = x.department_code
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LEFT JOIN ywglxt.q_nonauto_agreement_t qna
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ON qna.policy_no = q.policy_no
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LEFT JOIN datacenter.dc_yangg_gkxzh gk
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ON gk.product_code = e.product_code --分散型险种
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--left join datacenter.dc_yangg_zbxzh zb on zb.product_code = e.product_code --政保险种
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LEFT JOIN dd
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ON dd.tid = qna.t_cre
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WHERE qna.tflag = '0'
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AND (CASE
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WHEN q.endorsement_no != '无' AND
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round((pt.premium_amount - nvl(pt.taxamount,
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0)) * c.rate / 100,
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2) != 0 THEN
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'是'
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END) IS NULL
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--and q.endorsement_no = '无'
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AND e.policy_status = '1'
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AND gk.product_code IS NOT NULL
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AND (e.product_code LIKE '2%' OR e.product_code LIKE '1106%' --意健 --责任
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OR e.product_code LIKE '1107%' OR e.product_code LIKE '1108%' OR e.product_code LIKE '1307%' OR e.product_code LIKE '1304A400%' --家财
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)
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--and e.product_code not in ('22KC9800')
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AND q.signature_date >= to_date('2023-01-01 00:00:00',
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'yyyy-mm-dd hh24:mi:ss')
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AND q.signature_date < to_date(to_char(SYSDATE - 1,
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'yyyy-mm-dd') || ' 23:59:59',
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'yyyy-mm-dd hh24:mi:ss')
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AND e.planned_end_date - e.inception_date >= 90
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AND dd.tid IS NOT NULL
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--车险个人客户)
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)
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--SELECT * FROM BB
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,
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cc AS
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(SELECT mm_f,
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tid 融合证件,
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COUNT(DISTINCT bdh) 融合保数,
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SUM(bf) 融合保费
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FROM bb
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GROUP BY tid,
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mm_f),
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ff AS
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(SELECT dd.*,
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cc.*
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FROM dd
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LEFT JOIN cc
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ON cc.融合证件 = dd.tid
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AND cc.mm_f = dd.mm) --OR cc.融合证件 = dd.btid
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--select * from ff
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SELECT to_date(签单日期,
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'yyyy-mm-dd') 签单日期,
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mm 月份,
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bm 部门,
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bmdm 部门代码,
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科室N,
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经办人N,
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坐席工号,
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坐席名称,
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坐席团队,
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nvl(SUM(保费),
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0) 车险个人客户保费,
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nvl(SUM(融合保费),
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0) 车非融合保费
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FROM ff
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WHERE ff.签单日期 >= to_char(a_start_date,
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'yyyy-mm-dd')
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AND ff.签单日期 <= to_char(a_end_date,
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'yyyy-mm-dd')
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AND bm IN ('续保业务部',
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'湖里支公司')
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GROUP BY 签单日期,
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mm,
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bm,
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bmdm,
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坐席工号,
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坐席名称,
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坐席团队,
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科室N,
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经办人N
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ORDER BY 部门,
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坐席名称;
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COMMIT;
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END;
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PROCEDURE 续保基本数据 IS
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BEGIN
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--清理旧数据
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desktop_archievement_admin.clean_mensual_renewal;
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--生成新数据
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INSERT INTO desktop_archievement_admin.坐席续保统计
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WITH cc AS
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(SELECT pt.policy_no policy_no,
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SUM(pt.premium_amount) premium_amount,
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SUM(pt.tax_amount) tax_amount
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FROM idst0.auto_premium_t pt
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GROUP BY pt.policy_no)
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,
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bb AS
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(SELECT t.policy_no 保单号,
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(CASE
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WHEN e.product_code LIKE '1102%' AND
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e.product_code NOT LIKE '110224%' AND
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e.product_code != '11026000' THEN
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'机动车险保险'
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WHEN e.product_code LIKE '1101%' OR
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e.product_code LIKE '1301%' OR
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e.product_code LIKE '11110000%' THEN
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'财产险'
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WHEN e.product_code LIKE '1107%' OR
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e.product_code LIKE '1307%' OR
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e.product_code LIKE '1304A400%' THEN
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'责任险'
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WHEN e.product_code LIKE '1106%' OR
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e.product_code LIKE '51015700' THEN
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'家财险'
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WHEN (e.product_code LIKE '1104%' OR e.product_code LIKE '1204%' OR e.product_code LIKE '13040000%') AND
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e.product_code NOT LIKE '120404%' THEN
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'货运险'
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WHEN e.product_code LIKE '1203%' OR
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e.product_code LIKE '1103%' OR
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e.product_code LIKE '120404%' THEN
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'船舶险'
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WHEN e.product_code LIKE '1305%' THEN
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'工程险'
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WHEN e.product_code LIKE '111%' AND
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e.product_code NOT LIKE '11110000%' THEN
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'农业险'
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WHEN e.product_code LIKE '1109%' OR
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e.product_code LIKE '1309%' THEN
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'保证保险'
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WHEN e.product_code LIKE '1312%' THEN
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'特殊风险'
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WHEN e.product_code LIKE '1308%' THEN
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'信用险'
|
||||
WHEN e.product_code LIKE '23%' THEN
|
||||
'意外险'
|
||||
WHEN e.product_code LIKE '22%' THEN
|
||||
'健康险'
|
||||
WHEN e.product_code LIKE '110224%' OR
|
||||
e.product_code = '11026000' THEN
|
||||
'交强险'
|
||||
ELSE
|
||||
'未分配'
|
||||
END) AS 险种大类
|
||||
FROM idst0.auto_agreement_request_t t
|
||||
LEFT JOIN idst0.auto_agreement_t e
|
||||
ON e.policy_no = t.policy_no)
|
||||
|
||||
,
|
||||
aa1 AS
|
||||
(SELECT a.policy_no 旧保单,
|
||||
a.selling_shop_code 车商代码,
|
||||
a.planned_end_date 到期时间,
|
||||
CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'个车专业化销售一科'
|
||||
WHEN a.planned_end_date > to_date('2023-04-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss') AND
|
||||
(a.selling_shop_code || a.tel_sale_4s_code IN ('00EA',
|
||||
'00F1',
|
||||
'00G9')) THEN
|
||||
'个车专业化销售一科'
|
||||
ELSE
|
||||
nvl(dt.科室名称,
|
||||
z.section_office_name)
|
||||
END 科室,
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2023' AND
|
||||
nvl(dt.部门,
|
||||
y.department_name) NOT LIKE '湖里支公司' and（cd.memo LIKE '%深圳%' OR
|
||||
cd.memo LIKE '%地面%' ）and v.vehicle_brand IN ('特斯拉',
|
||||
'蔚来',
|
||||
'理想',
|
||||
'小鹏',
|
||||
'极氪',
|
||||
'极狐',
|
||||
'AITO',
|
||||
'ARCFOX极狐',
|
||||
'特斯拉（中国）',
|
||||
'特斯拉(中国)') AND
|
||||
v.vin NOT IN ('LJ1E6A2UXL7744108',
|
||||
'LW433B10XL1001411',
|
||||
'LJ1E6A3U2L7742089',
|
||||
'L1NSPGHB0MA002652') THEN
|
||||
'新能源车事业发展中心厦门分中心'
|
||||
WHEN (CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END) = '湖里支公司' THEN
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END)
|
||||
WHEN （cd.memo LIKE '%地面%' OR
|
||||
cd.memo LIKE '%深圳%' ） THEN
|
||||
'续保业务部'
|
||||
WHEN a.planned_end_date > to_date('2023-04-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss') AND
|
||||
(a.selling_shop_code || a.tel_sale_4s_code IN ('00EA',
|
||||
'00F1',
|
||||
'00G9')) THEN
|
||||
'同安支公司'
|
||||
ELSE
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END)
|
||||
END) 责任部门,
|
||||
qa.USAGE_XM 使用性质,
|
||||
decode(qa.bd_type,
|
||||
'1',
|
||||
'单交强',
|
||||
'2',
|
||||
'单商业',
|
||||
'3',
|
||||
'交商共保',
|
||||
'其它') 保单类型,
|
||||
(CASE
|
||||
WHEN (qa.bd_type = '1' AND nt.ecompensation_rate > 1) THEN
|
||||
'是'
|
||||
END) 高预赔,
|
||||
x.staff_name AS 经办,
|
||||
bb.险种大类,
|
||||
cc.signature_date 新保单签发时间,
|
||||
(SELECT hmd.管控类型
|
||||
FROM (SELECT DISTINCT *
|
||||
FROM dc_lsj_xb_hmd) hmd
|
||||
WHERE hmd.vin = v.vin) 管控类型
|
||||
|
||||
FROM idst0.auto_agreement_t a
|
||||
LEFT JOIN bb
|
||||
ON bb.保单号 = a.policy_no
|
||||
LEFT JOIN ywglxt.w_dxbd_i i
|
||||
ON a.policy_no = i.bdh
|
||||
LEFT JOIN idst0.motorised_vehicle_t v
|
||||
ON a.policy_no = v.policy_no
|
||||
LEFT JOIN ywglxt.q_auto_agreement_t qa
|
||||
ON qa.policy_no = a.policy_no
|
||||
|
||||
LEFT JOIN idst0.auto_new_product_info_t nt
|
||||
ON nt.policy_no = a.policy_no
|
||||
AND nt.endorsement_no = '无'
|
||||
LEFT JOIN idst0.rydm_t x
|
||||
ON x.staff_code = nvl(upper(i.zhjywy),
|
||||
a.operator_code)
|
||||
LEFT JOIN idst0.bm_t y
|
||||
ON x.department_code = y.department_code
|
||||
LEFT JOIN idst0.ks_t z
|
||||
ON x.section_office_code = z.section_office_code
|
||||
LEFT JOIN cc pt
|
||||
ON pt.policy_no = a.policy_no
|
||||
LEFT JOIN (SELECT DISTINCT aa.policy_no,
|
||||
vv.vin,
|
||||
aa.inception_date,
|
||||
t.signature_date,
|
||||
(pt.premium_amount - nvl(pt.tax_amount,
|
||||
0)) qdbf,
|
||||
(CASE
|
||||
WHEN aa.inception_date - aa.issue_date >= '30' THEN
|
||||
vv.vin
|
||||
END) if30,
|
||||
bb.险种大类
|
||||
FROM idst0.auto_agreement_t aa
|
||||
LEFT JOIN bb
|
||||
ON bb.保单号 = aa.policy_no
|
||||
LEFT JOIN idst0.motorised_vehicle_t vv
|
||||
ON vv.policy_no = aa.policy_no
|
||||
LEFT JOIN idst0.auto_agreement_request_t t
|
||||
ON t.policy_no = aa.policy_no
|
||||
AND t.endorsement_no = '无'
|
||||
LEFT JOIN idst0.auto_premium_t pt
|
||||
ON pt.policy_no = aa.policy_no
|
||||
AND pt.endorsement_no = '无'
|
||||
WHERE aa.policy_no = vv.policy_no
|
||||
AND aa.policy_status = '1' --and aa.product_code not in ('11022400','11023900','11024000','11024600','11026000')
|
||||
AND aa.branch_company_code = '3080100'
|
||||
AND (pt.premium_amount - nvl(pt.tax_amount,
|
||||
0)) > 100
|
||||
AND aa.inception_date >= to_date('2022-12-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.inception_date < to_date('2023-11-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.branch_company_code = vv.branch_company_code) cc
|
||||
ON (cc.vin = v.vin AND cc.险种大类 = bb.险种大类)
|
||||
AND cc.inception_date > a.planned_end_date - 30 --时间限制放宽为30天
|
||||
LEFT JOIN dc_yangg_cx_dianxiaodoudi cd
|
||||
ON cd.policy_no = a.policy_no
|
||||
LEFT JOIN dc_tb_jc_c_tag dt
|
||||
ON dt.保单号 = a.policy_no
|
||||
LEFT JOIN idst0.auto_agreement_t aa
|
||||
ON aa.policy_no = cc.policy_no
|
||||
LEFT JOIN cc pt1
|
||||
ON pt1.policy_no = aa.policy_no
|
||||
WHERE a.policy_status = '1'
|
||||
AND a.planned_end_date - a.inception_date > 270
|
||||
AND a.planned_end_date >= to_date('2023-01-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND a.planned_end_date < to_date('2023-10-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')),
|
||||
aa2 AS
|
||||
(SELECT a.policy_no 旧保单,
|
||||
a.selling_shop_code 车商代码,
|
||||
a.planned_end_date 到期时间,
|
||||
CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'个车专业化销售一科'
|
||||
WHEN a.planned_end_date > to_date('2023-04-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss') AND
|
||||
(a.selling_shop_code || a.tel_sale_4s_code IN ('00EA',
|
||||
'00F1',
|
||||
'00G9')) THEN
|
||||
'个车专业化销售一科'
|
||||
ELSE
|
||||
nvl(dt.科室名称,
|
||||
z.section_office_name)
|
||||
END 科室,
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2023' AND
|
||||
nvl(dt.部门,
|
||||
y.department_name) NOT LIKE '湖里支公司' and（cd.memo LIKE '%深圳%' OR
|
||||
cd.memo LIKE '%地面%' ）and v.vehicle_brand IN ('特斯拉',
|
||||
'蔚来',
|
||||
'理想',
|
||||
'小鹏',
|
||||
'极氪',
|
||||
'极狐',
|
||||
'AITO',
|
||||
'ARCFOX极狐',
|
||||
'特斯拉（中国）',
|
||||
'特斯拉(中国)') AND
|
||||
v.vin NOT IN ('LJ1E6A2UXL7744108',
|
||||
'LW433B10XL1001411',
|
||||
'LJ1E6A3U2L7742089',
|
||||
'L1NSPGHB0MA002652') THEN
|
||||
'新能源车事业发展中心厦门分中心'
|
||||
WHEN (CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END) = '湖里支公司' THEN
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END)
|
||||
WHEN （cd.memo LIKE '%地面%' OR
|
||||
cd.memo LIKE '%深圳%' ） THEN
|
||||
'续保业务部'
|
||||
WHEN a.planned_end_date > to_date('2023-04-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss') AND
|
||||
(a.selling_shop_code || a.tel_sale_4s_code IN ('00EA',
|
||||
'00F1',
|
||||
'00G9')) THEN
|
||||
'同安支公司'
|
||||
ELSE
|
||||
(CASE
|
||||
WHEN to_number(to_char(a.planned_end_date,
|
||||
'yyyy')) = '2022' AND
|
||||
a.selling_shop_code || a.tel_sale_4s_code = '00GK' THEN
|
||||
'集美支公司'
|
||||
ELSE
|
||||
nvl(dt.部门,
|
||||
y.department_name)
|
||||
END)
|
||||
END) 责任部门,
|
||||
qa.USAGE_XM 使用性质,
|
||||
decode(qa.bd_type,
|
||||
'1',
|
||||
'单交强',
|
||||
'2',
|
||||
'单商业',
|
||||
'3',
|
||||
'交商共保',
|
||||
'其它') 保单类型,
|
||||
(CASE
|
||||
WHEN (qa.bd_type = '1' AND nt.ecompensation_rate > 1) THEN
|
||||
'是'
|
||||
END) 高预赔,
|
||||
x.staff_name AS 经办,
|
||||
bb.险种大类,
|
||||
cc.signature_date 新保单签发时间,
|
||||
(SELECT hmd.管控类型
|
||||
FROM (SELECT DISTINCT *
|
||||
FROM dc_lsj_xb_hmd) hmd
|
||||
WHERE hmd.vin = v.vin) 管控类型
|
||||
|
||||
FROM idst0.auto_agreement_t a
|
||||
LEFT JOIN bb
|
||||
ON bb.保单号 = a.policy_no
|
||||
LEFT JOIN ywglxt.w_dxbd_i i
|
||||
ON a.policy_no = i.bdh
|
||||
LEFT JOIN idst0.motorised_vehicle_t v
|
||||
ON a.policy_no = v.policy_no
|
||||
LEFT JOIN ywglxt.q_auto_agreement_t qa
|
||||
ON qa.policy_no = a.policy_no
|
||||
LEFT JOIN idst0.auto_new_product_info_t nt
|
||||
ON nt.policy_no = a.policy_no
|
||||
AND nt.endorsement_no = '无'
|
||||
LEFT JOIN idst0.rydm_t x
|
||||
ON x.staff_code = nvl(upper(i.zhjywy),
|
||||
a.operator_code)
|
||||
LEFT JOIN idst0.bm_t y
|
||||
ON x.department_code = y.department_code
|
||||
LEFT JOIN idst0.ks_t z
|
||||
ON x.section_office_code = z.section_office_code
|
||||
LEFT JOIN cc pt
|
||||
ON pt.policy_no = a.policy_no
|
||||
LEFT JOIN (SELECT DISTINCT aa.policy_no,
|
||||
vv.vin,
|
||||
aa.inception_date,
|
||||
t.signature_date,
|
||||
(pt.premium_amount - nvl(pt.tax_amount,
|
||||
0)) qdbf,
|
||||
(CASE
|
||||
WHEN aa.inception_date - aa.issue_date >= '30' THEN
|
||||
vv.vin
|
||||
END) if30,
|
||||
bb.险种大类
|
||||
FROM idst0.auto_agreement_t aa
|
||||
LEFT JOIN bb
|
||||
ON bb.保单号 = aa.policy_no
|
||||
LEFT JOIN idst0.motorised_vehicle_t vv
|
||||
ON vv.policy_no = aa.policy_no
|
||||
LEFT JOIN idst0.auto_agreement_request_t t
|
||||
ON t.policy_no = aa.policy_no
|
||||
AND t.endorsement_no = '无'
|
||||
LEFT JOIN idst0.auto_premium_t pt
|
||||
ON pt.policy_no = aa.policy_no
|
||||
AND pt.endorsement_no = '无'
|
||||
WHERE aa.policy_no = vv.policy_no
|
||||
AND aa.policy_status = '1' --and aa.product_code not in ('11022400','11023900','11024000','11024600','11026000')
|
||||
AND aa.branch_company_code = '3080100'
|
||||
AND (pt.premium_amount - nvl(pt.tax_amount,
|
||||
0)) > 100
|
||||
AND aa.inception_date >= to_date('2022-12-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.inception_date < to_date('2023-11-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.branch_company_code = vv.branch_company_code) cc
|
||||
ON (cc.vin = v.vin AND cc.险种大类 = bb.险种大类)
|
||||
AND cc.inception_date > a.planned_end_date - 30 --时间限制放宽为30天
|
||||
LEFT JOIN dc_yangg_cx_dianxiaodoudi cd
|
||||
ON cd.policy_no = a.policy_no
|
||||
LEFT JOIN dc_tb_jc_c_tag dt
|
||||
ON dt.保单号 = a.policy_no
|
||||
LEFT JOIN idst0.auto_agreement_t aa
|
||||
ON aa.policy_no = cc.policy_no
|
||||
LEFT JOIN cc pt1
|
||||
ON pt1.policy_no = aa.policy_no
|
||||
WHERE a.policy_status = '1'
|
||||
AND a.planned_end_date - a.inception_date > 270
|
||||
AND a.planned_end_date >= to_date('2023-10-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND a.planned_end_date < to_date('2024-01-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss'))
|
||||
|
||||
,
|
||||
aa3 AS
|
||||
(SELECT DISTINCT *
|
||||
FROM aa1
|
||||
UNION ALL (SELECT DISTINCT *
|
||||
FROM aa2))
|
||||
|
||||
,
|
||||
AA AS
|
||||
(SELECT AA3.*,
|
||||
nvl（zx.workerno,
|
||||
et.telpartnercode) 坐席工号,
|
||||
(CASE WHEN nvl（zx.workerno,
|
||||
et.telpartnercode) =
|
||||
'DX001' AND aa3.经办 LIKE
|
||||
'%建发凯迪%' THEN
|
||||
'林伟华' WHEN nvl（zx.workerno,
|
||||
et.telpartnercode) =
|
||||
'DX001' AND aa3.经办 NOT LIKE
|
||||
'%建发凯迪%' THEN
|
||||
'其他' ELSE to_char
|
||||
(ys.坐席姓名) END) 坐席名称,
|
||||
YS.团队 坐席团队 FROM AA3 LEFT JOIN idst0.auto_agreement_extend_t et ON et.policy_no = AA3.旧保单 LEFT JOIN idst0.t_sell_policy_autobase_t zx ON zx.policy_no = AA3.旧保单 LEFT JOIN dc_YZH_ZXYS YS ON YS.坐席工号 = nvl（zx.workerno,
|
||||
et.telpartnercode))
|
||||
|
||||
,
|
||||
yxb AS
|
||||
(
|
||||
---已续保
|
||||
SELECT aa.责任部门 部门,
|
||||
aa.科室,
|
||||
aa.经办,
|
||||
aa.坐席团队,
|
||||
aa.坐席名称,
|
||||
aa.坐席工号,
|
||||
--(case when a.标识='非首续'and A.责任部门='续保业务部' then '续保业务部' else A.部门 end) 部门,
|
||||
(CASE
|
||||
WHEN COUNT(1) IS NULL THEN
|
||||
0
|
||||
ELSE
|
||||
COUNT(1)
|
||||
END) 已续保累计
|
||||
FROM aa
|
||||
WHERE aa.使用性质 IN ('家庭自用车',
|
||||
'企业客车')
|
||||
AND aa.高预赔 IS NULL
|
||||
AND aa.管控类型 IS NULL
|
||||
AND aa.保单类型 IN （ '交商共保', '单交强' ）
|
||||
AND aa.到期时间 >= to_date(to_char(SYSDATE,
|
||||
'yyyy-mm') || '-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.到期时间 < to_date(to_char(SYSDATE - 1,
|
||||
'yyyy-mm-dd') || ' 23:59:59',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.新保单签发时间 <= to_date(to_char(SYSDATE - 1,
|
||||
'yyyy-mm-dd') || ' 23:59:59',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
GROUP BY aa.责任部门,
|
||||
aa.科室,
|
||||
aa.经办,
|
||||
aa.坐席团队,
|
||||
aa.坐席名称,
|
||||
aa.坐席工号)
|
||||
--个车续保率=已续数-累计/到期数-累计
|
||||
,
|
||||
dqs AS
|
||||
(
|
||||
---到期数
|
||||
SELECT aa.责任部门 部门,
|
||||
aa.科室,
|
||||
aa.经办,
|
||||
aa.坐席团队,
|
||||
aa.坐席名称,
|
||||
aa.坐席工号,
|
||||
(CASE
|
||||
WHEN COUNT(1) IS NULL THEN
|
||||
0
|
||||
ELSE
|
||||
COUNT(1)
|
||||
END) 到期数
|
||||
FROM aa
|
||||
WHERE aa.使用性质 IN ('家庭自用车',
|
||||
'企业客车')
|
||||
AND aa.高预赔 IS NULL
|
||||
AND aa.管控类型 IS NULL
|
||||
AND aa.保单类型 IN （ '交商共保', '单交强' ）
|
||||
AND aa.到期时间 >= to_date(to_char(SYSDATE,
|
||||
'yyyy-mm') || '-01 00:00:00',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
AND aa.到期时间 < to_date(to_char(SYSDATE - 1,
|
||||
'yyyy-mm-dd') || ' 23:59:59',
|
||||
'yyyy-mm-dd hh24:mi:ss')
|
||||
GROUP BY aa.责任部门,
|
||||
aa.科室,
|
||||
aa.经办,
|
||||
aa.坐席团队,
|
||||
aa.坐席名称,
|
||||
aa.坐席工号)
|
||||
SELECT dqs.部门,
|
||||
dqs.科室,
|
||||
dqs.经办,
|
||||
dqs.坐席团队,
|
||||
dqs.坐席名称,
|
||||
dqs.坐席工号,
|
||||
yxb.已续保累计,
|
||||
dqs.到期数
|
||||
FROM yxb,
|
||||
dqs --,sdqs,syxs,cyxs,cdqs
|
||||
WHERE dqs.部门 = yxb.部门
|
||||
AND dqs.经办 = yxb.经办
|
||||
AND dqs.科室 = yxb.科室
|
||||
AND dqs.坐席名称 = yxb.坐席名称
|
||||
AND dqs.坐席工号 = yxb.坐席工号;
|
||||
COMMIT;
|
||||
END;
|
||||
|
||||
PROCEDURE chefei_daily_job IS
|
||||
BEGIN
|
||||
车非基础数据(SYSDATE - 3,
|
||||
SYSDATE);
|
||||
END;
|
||||
|
||||
PROCEDURE xubao_daily_job IS
|
||||
BEGIN
|
||||
续保基本数据;
|
||||
SELECT round((SUM(cf.车非融合保费) / SUM(cf.车险个人客户保费) * 100),
|
||||
2) || '%'
|
||||
INTO attaching_rate
|
||||
FROM 车非每日保费 cf
|
||||
WHERE cf.月份 = l_this_month
|
||||
AND 部门代码 = department_code;
|
||||
END;
|
||||
|
||||
BEGIN
|
||||
|
|
|
|||
Loading…
Reference in New Issue