desktop_task_schedule/code/db/pkg/telsale_archievement_pkg.pck

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CREATE OR REPLACE PACKAGE telsale_archievement_pkg IS
-- Author : WANGWEI-202
-- Created : 2023/3/10 15:13:34
-- Purpose : 桌面霸屏项目基础数据生成包
PROCEDURE 车非基础数据
(
a_start_date IN DATE,
a_end_date IN DATE
);
PROCEDURE gen_车非临时数据
(
a_start_date IN DATE,
a_end_date IN DATE
);
PROCEDURE 续保基本数据;
PROCEDURE chefei_daily_job;
PROCEDURE xubao_daily_job;
END telsale_archievement_pkg;
/
CREATE OR REPLACE PACKAGE BODY telsale_archievement_pkg IS
PROCEDURE 车非基础数据
(
a_start_date IN DATE,
a_end_date IN DATE
) IS
--l_count INTEGER; --已有记录的数量
BEGIN
--产生临时数据
gen_车非临时数据(a_start_date,
a_end_date);
FOR caller_record IN (SELECT *
FROM desktop_archievement_admin.车非每日保费_t)
LOOP
BEGIN
DELETE desktop_archievement_admin.车非每日保费 cf
WHERE cf.签单日期 = caller_record.签单日期
AND cf.部门 = caller_record.部门
AND cf.经办人n = caller_record.经办人n
AND cf.坐席工号 = caller_record.坐席工号;
EXCEPTION
WHEN no_data_found THEN
NULL;
END;
INSERT INTO desktop_archievement_admin.车非每日保费
VALUES caller_record;
END LOOP;
COMMIT;
EXCEPTION
WHEN OTHERS THEN
NULL;
END;
PROCEDURE gen_车非临时数据
(
a_start_date IN DATE,
a_end_date IN DATE
) IS
BEGIN
desktop_archievement_admin.clean_temp_data;
INSERT INTO desktop_archievement_admin.车非每日保费_t
WITH aa AS
(SELECT to_char(t.signature_date,
'yyyy-mm-dd') 签单日期,
(to_char(T.signature_date,
'mm')) || '月' mm,
t.policy_no bdh,
t.endorsement_no pdh,
qt.t_cre tid,
QT.B_CRE BTID, -----添加字段
e.inception_date qbsj,
e.planned_end_date zzsj,
pt.premium_amount - nvl(pt.tax_amount,
0) bf,
nt.ecompensation_rate * (pt.premium_amount - nvl(pt.tax_amount,
0)) fxbf,
z.department_name bm,
CASE
WHEN (et.telpartnercode LIKE '%HC%' OR
zx.workerno IN (SELECT code
FROM datacenter.dc_lsj_zx_hc)) THEN
'海沧丰骏'
ELSE
''
END 是否丰骏,
nvl(zx.workerno,
et.telpartnercode) 坐席工号,
(CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name 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,
nvl(YS.团队,
y.section_office_name) 科室N,
nvl((CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END),
xx.staff_name) 经办人N
FROM idst0.auto_agreement_request_t t
LEFT JOIN idst0.auto_agreement_t e
ON e.policy_no = t.policy_no
LEFT JOIN idst0.motorised_vehicle_t v
ON v.policy_no = e.policy_no
LEFT JOIN idst0.auto_premium_t pt
ON pt.policy_no = t.policy_no
AND pt.endorsement_no = t.endorsement_no
LEFT JOIN ywglxt.w_dxbd_i i
ON e.policy_no = i.bdh
LEFT JOIN idst0.rydm_t xx
ON xx.staff_code = nvl(i.zhjywy,
e.operator_code)
LEFT JOIN idst0.ks_t y
ON y.section_office_code = nvl(xx.section_office_code,
e.section_office_code)
LEFT JOIN idst0.bm_t z
ON z.department_code = nvl(xx.department_code,
e.department_code)
--left join datacenter.dc_cx_csteam ct on ct.jbrcode = xx.staff_code
LEFT JOIN idst0.auto_new_product_info_t nt
ON nt.policy_no = t.policy_no
AND nt.endorsement_no = t.endorsement_no
--left join ywglxt.q_auto_agreement_extend_t qe on qe.policy_no = e.policy_no
LEFT JOIN ywglxt.q_auto_agreement_t qt
ON qt.policy_no = e.policy_no
LEFT JOIN datacenter.dc_yangg_qdcode qd
ON qd.code = e.selling_channel_type
LEFT JOIN datacenter.dc_tb_jc_c_tag cl
ON cl.保单号 = e.policy_no
LEFT JOIN datacenter.dc_yangg_basecode_teams fg
ON fg.bm = z.department_name
AND fg.ks = y.section_office_name
--left join idst0.t_sell_policy_autobase_t zx on zx.policy_no=e.policy_no
--left join idst0.auto_agreement_extend_t et on et.policy_no = e.policy_no
LEFT JOIN idst0.auto_agreement_extend_t et
ON et.policy_no = e.policy_no
LEFT JOIN idst0.t_sell_policy_autobase_t zx
ON zx.policy_no = e.policy_no
LEFT JOIN datacenter.dc_YZH_ZXYS YS
ON YS.坐席工号 = nvl(zx.workerno,
et.telpartnercode)
WHERE t.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND t.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
--and t.endorsement_no = '无'
AND e.policy_status = '1' --条件:保单有效
AND qt.tflag = '0' --条件:类型为个人
AND qt.usage_xm = '家庭自用车'
--条件:单程提车、摩托车、拖拉机
AND e.planned_end_date - e.inception_date >= 360
--条件:保单周期
)
-----添加字段
,
dd2 AS
(SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN pdh = '无' THEN
tid
END tid,
to_number('1') 客户数,
COUNT(DISTINCT CASE
WHEN pdh = '无' THEN
bdh
END) 保单数,
SUM(bf) 保费
FROM (SELECT DISTINCT *
FROM aa) aa
GROUP BY bm,
CASE
WHEN pdh = '无' THEN
tid
END,
mm,
BTID,
坐席工号,
坐席名称,
坐席团队,
签单日期,
科室N,
经办人N
UNION
SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN btid = tid THEN
''
ELSE
btid
END btid,
to_number('0') 客户数,
to_number('0') 保单数,
to_number('0') 保费
FROM (SELECT DISTINCT *
FROM aa) aa),
DD AS
(SELECT *
FROM DD2
WHERE TID IS NOT NULL)
--select * from dd
,
bb AS
(SELECT DISTINCT q.policy_no bdh,
q.endorsement_no pdh,
qna.t_cre tid,
to_number(to_char(q.signature_date,
'yyyy')) || '年' nf,
(to_char(q.signature_date,
'mm')) || '月' mm_f,
to_char(q.signature_date,
'dd') || '日' dd,
q.signature_date sj,
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) bf,
z.department_name bm
FROM idst0.nonauto_agreement_request_t q
LEFT JOIN idst0.nonauto_agreement_t e
ON e.policy_no = q.policy_no
LEFT JOIN idst0.nonauto_premium_t pt
ON pt.endorsement_no = q.endorsement_no
AND pt.policy_no = q.policy_no
LEFT JOIN idst0.reinsurance_t r
ON r.reinsurance_policy_no = e.policy_no
LEFT JOIN idst0.exrate_month_t c
ON pt.currency_code = c.bzh
AND to_char(q.signature_date,
'YYYY') = c.theyear
AND to_char(q.signature_date,
'fmmm') = c.themonth
LEFT JOIN idst0.rydm_t x
ON x.staff_code = e.operator_code
LEFT JOIN idst0.ks_t y
ON y.section_office_code = x.section_office_code
LEFT JOIN idst0.bm_t z
ON z.department_code = x.department_code
LEFT JOIN ywglxt.q_nonauto_agreement_t qna
ON qna.policy_no = q.policy_no
LEFT JOIN datacenter.dc_yangg_gkxzh gk
ON gk.product_code = e.product_code --分散型险种
LEFT JOIN dd
ON dd.tid = qna.t_cre
WHERE qna.tflag = '0'
AND (CASE
WHEN q.endorsement_no != '无' AND
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) != 0 THEN
'是'
END) IS NULL
AND e.policy_status = '1'
AND gk.product_code IS NOT NULL
AND (e.product_code LIKE '2%' OR e.product_code LIKE '1106%' --意健 --责任
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
)
AND q.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND q.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
AND e.planned_end_date - e.inception_date >= 90
AND dd.tid IS NOT NULL
--车险个人客户)
)
--SELECT * FROM BB
,
cc AS
(SELECT mm_f,
tid 融合证件,
COUNT(DISTINCT bdh) 融合保数,
SUM(bf) 融合保费
FROM bb
GROUP BY tid,
mm_f),
ff AS
(SELECT dd.*,
cc.*
FROM dd
LEFT JOIN cc
ON cc.融合证件 = dd.tid
AND cc.mm_f = dd.mm)
SELECT to_date(签单日期,
'yyyy-mm-dd'),
mm 月份,
bm 部门,
科室N,
经办人N,
坐席工号,
坐席名称,
坐席团队,
nvl(SUM(保费),
0) 车险个人客户保费,
nvl(SUM(融合保费),
0) 车非融合保费
FROM ff
WHERE ff.签单日期 >= to_char(a_start_date,
'yyyy-mm-dd')
AND ff.签单日期 <= to_char(a_end_date,
'yyyy-mm-dd')
AND bm IN ('续保业务部',
'湖里支公司')
GROUP BY 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N
ORDER BY 部门,
坐席名称;
END;
PROCEDURE 续保基本数据 IS
BEGIN
--清理旧数据
desktop_archievement_admin.clean_mensual_renewal;
--生成新数据
INSERT INTO desktop_archievement_admin.坐席续保统计
WITH cc AS
(SELECT pt.policy_no policy_no,
SUM(pt.premium_amount) premium_amount,
SUM(pt.tax_amount) tax_amount
FROM idst0.auto_premium_t pt
GROUP BY pt.policy_no)
,
bb AS
(SELECT t.policy_no 保单号,
(CASE
WHEN e.product_code LIKE '1102%' AND
e.product_code NOT LIKE '110224%' AND
e.product_code != '11026000' THEN
'机动车险保险'
WHEN e.product_code LIKE '1101%' OR
e.product_code LIKE '1301%' OR
e.product_code LIKE '11110000%' THEN
'财产险'
WHEN e.product_code LIKE '1107%' OR
e.product_code LIKE '1307%' OR
e.product_code LIKE '1304A400%' THEN
'责任险'
WHEN e.product_code LIKE '1106%' OR
e.product_code LIKE '51015700' THEN
'家财险'
WHEN (e.product_code LIKE '1104%' OR e.product_code LIKE '1204%' OR e.product_code LIKE '13040000%') AND
e.product_code NOT LIKE '120404%' THEN
'货运险'
WHEN e.product_code LIKE '1203%' OR
e.product_code LIKE '1103%' OR
e.product_code LIKE '120404%' THEN
'船舶险'
WHEN e.product_code LIKE '1305%' THEN
'工程险'
WHEN e.product_code LIKE '111%' AND
e.product_code NOT LIKE '11110000%' THEN
'农业险'
WHEN e.product_code LIKE '1109%' OR
e.product_code LIKE '1309%' THEN
'保证保险'
WHEN e.product_code LIKE '1312%' THEN
'特殊风险'
WHEN e.product_code LIKE '1308%' THEN
'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' andcd.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' andcd.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.*,
nvlzx.workerno,
et.telpartnercode) 坐席工号,
(CASE WHEN nvlzx.workerno,
et.telpartnercode) =
'DX001' AND aa3.经办 LIKE
'%建发凯迪%' THEN
'林伟华' WHEN nvlzx.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 = nvlzx.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;
END;
BEGIN
NULL;
END telsale_archievement_pkg;
/