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    Title: 以知識本體為基礎的壽險客服應用
    Ontology Based CRM for Life Insurance Company
    Authors: 簡月秀
    Chien, Yueh-hsiu
    Contributors: 劉文卿
    Liou, Wen-chin
    簡月秀
    Chien, Yueh-hsiu
    Keywords: 知識本體
    知識整合工具
    人壽保險
    客服中心
    Ontology
    Knowledge Acquisition
    Protege2000
    KAON
    Date: 2002
    Issue Date: 2009-09-11 17:59:55 (UTC+8)
    Abstract: 依財政部保險司每半年對壽險申訴案件的統計觀察，客戶對壽險公司提出申訴的件數有逐年遞增的趨勢，申訴原因多為理賠給付、契約保全服務、業務員招攬、保費收費糾紛、商品條款及法規等爭議。客服員若能於第一時間以專業的知識回應申訴問題，勢必可減少申訴數量。但面對浩瀚的壽險各領域知識，客服中心的成員不易具備所有足以應付客戶問題的知識，實施知識管理將組織內各種知識公開化、標準化、制度化、科技化，已成為刻不容緩的任務。
    為解決壽險客服中心因取得壽險專業知識的障礙而無法提供客戶滿意的服務，本研究對客服中心可能應用的各種知識，探討已被發表的知識管理分類、呈現與檢索等應用的相關技術，提出符合客服中心需求的以知識本體為基礎的壽險知識問題檢索架構，除了提供壽險專業知識的建立、搜尋、分享環境，並將原始文件儲存為XML或RDF的語意文件，做為將來跨平台與跨應用系統資料交換的基礎，提升客服中心服務效率、節省客服人力與行政成本，留住忠誠的客戶以達成CRM的目的，進而提升企業競爭力。
    According to the regular semi-annual statistic report from Insurance Department of MOF Taiwan, the complain cases from policy owners are increasing year by year. The reasons of complain are claims, underwriting, policy services, marketing, premium collections, policy clauses and regulations. If the customer service representatives (CSR) could solve the problems at the right time with their domain knowledge of life insurance, the volumes of complain should be descended explicitly. But it is hard to ask a CSR to play the role with variety domain knowledge of life insurance. Implement the knowledge management mechanism to standardize and enrich the organization memory are the first priority in life insurance companies.
    In order to overcome the barrier of dissatisfaction about customer service, this research try to study the related theories and technologies of knowledge classification, knowledge representation, knowledge acquisition tools, inference and problem solving methods. The results of this research announce an architecture of ontology based customer relationship management for Life Insurance Company to build, represent, search, and share the life insurance domain knowledge. Addition, to save the original semi-structured or unstructured documents into semantic formats of XML or RDF. It could provides the data exchange between heterogeneous databases and platforms. The advantages are more efficiency and cost down for the customer service departments, retain the royalty customers and get more competence advantage for the company.
    "目 錄


    第一章 緒論 1
    第一節　研究動機 1
    第二節　研究目的 2
    第三節　預期貢獻 2
    第二章 文獻探討 4
    第一節　知識本體(ONTOLOGY) 4
    2-1-1　知識本體的定義 4
    2-1-2　知識本體的應用 4
    2-1-3　知識本體的種類 6
    2-1-4　知識本體方法論 7
    2-1-5　知識本體語言（Ontology Language） 15
    第二節　語意網（SEMANTIC WEB） 19
    第三節　知識整合工具（KNOWLEDGE ACQUISITION TOOL） 20
    2-3-1　Protégé-2000 20
    2-3-2　KAON語意網架構（The KArlsruhe ONtology and Semantic Web framework） 24
    2-3-3　知識本體為基礎的企業知識管理系統架構 26
    2-3-4　知識本體工具比較 30
    第四節　知識管理 31
    第三章 研究方法與架構 35
    第一節　研究方法 35
    3-1-1　文獻分析法 35
    3-1-2　深度訪談 42
    3-1-3　領域分析 43
    第二節　研究範圍與限制 49
    3-2-1　研究範圍 49
    3-2-2　研究限制 49
    第三節　研究架構 50
    第四章 以知識本體為基礎的壽險客服應用 51
    第一節　壽險客服知識分類 51
    第二節　建立客服知識本體 52
    4-2-1　文件知識本體 52
    4-2-2　壽險領域知識本體 56
    4-2-3　系統架構 57
    4-2-4　系統實作 59
    第五章 結論 70
    第一節　研究成果與貢獻 70
    第二節　未來發展 70
    第六章 參考文獻 72
    英文部份 72
    中文部份 76



    圖　目　錄

    圖1-1：人壽保險申訴案件統計 2
    圖2-1：知識本體應用示意圖 5
    圖2-2：知識本體的種類 6
    圖2-3：各知識本體再利用性與實用性比較 7
    圖2-4：Bernaras等Top-level Ontology Methodology 8
    圖2-5：Bernaras等知識本體再利用方法論 9
    圖2-6：SENSUS Ontology Methodology 9
    圖2-7：METHONTOLOGY Framework 10
    圖2-8：Life Cycle of METHONTOLOGY 12
    圖2-9：Conceptualisation of METHONTOLOGY 12
    圖2-10：知識本體導入流程 15
    圖2-11：RDF 基本資料模式 16
    圖2-12：使用RDF圖形描述知識本體 17
    圖2-13：The Semantic Web layers 20
    圖2-14：Protégé-2000發展演進時程 21
    圖2-15：Protégé-2000架構圖 22
    圖2-16：Protégé’s class editor 23
    圖2-17：Protégé’s slots editor 24
    圖2-18：德國Karlsruhe知識本體架構 25
    圖2-19：在Ontology-interface的知識本體演化圖 26
    圖2-20：Ontology-based知識管理系統架構圖 27
    圖2-21：知識本體對應處理流程圖 29
    圖3-1：知識本體發展程序圖 35
    圖3-2：酒與水果概念圖 36
    圖3-3：多重繼承概念圖 37
    圖3-4：酒的相關概念與屬性 38
    圖3-5：子概念與父概念屬性繼承關係 38
    圖3-6：一個以上的父概念 40
    圖3-7：Disjoint Classes 40
    圖3-8：概念循環 41
    圖3-9：Ontology is often just the beginning 42
    圖3-10：個案公司CTI話術畫面樹狀圖 42
    圖3-11：研究架構圖 50
    圖4-1：文件知識本體 52
    圖4-2：上下從屬繼承關係向下查詢 53
    圖4-3：上下繼承關係向上查詢 54
    圖4-4：參照關係 55
    圖4-5：簡單概念與複合概念 56
    圖4-6：壽險知識本體 57
    圖4-7：概念語意查詢系統架構圖 58
    圖4-8：文件知識本體 60
    圖4-9：壽險知識本體 61
    圖4-10：聯繫函屬性值 62
    圖4-11：期刊屬性值 63
    圖4-12：以父層概念屬性條件查詢 64
    圖4-13：所有概念其文件產生者屬性包含『保戶服務部』查詢結果 65
    圖4-14：限定文章概念查詢條件之查詢結果 65
    圖4-15：查詢結果文件詳細內容 66
    圖4-16：聯繫函之XML格式 67
    圖4-17：聯繫函概念與屬性之RDF格式 68
    圖4-18：聯繫函屬性值之RDFs格式 69






    表　目　錄

    表2-1：知識本體工具比較 31
    表3-1：商業模式的知識構成要素 45
    表3-2：職業代碼表 46
    表3-3：商學網保險知識分類表 47
    表3-4：聯合理財網保險知識分類表 48
    表4-1：壽險詞彙 57"
    Reference: 參考文獻
    英文部份
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    Description: 碩士
    國立政治大學
    經營管理碩士學程(EMBA)
    90932621
    91
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0090932621
    Data Type: thesis
    Appears in Collections:[Executive Master of Business Administration] Theses

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