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人身保险业务长期性、复杂性的特点,决定了业务档案在管理上有别于一般文书档案。2007年,由中国保险监督管理委员会办公厅牵头组织、中国人寿保险股份有限公司有关人员参与拟订的《人身保险业务档案管理规范》,统一了人身业务档案管理工作的责任、归档范围、保管期限和要求、利用要求等。学习推广《人身保险业务档案管理规范》是当前做好人身保险业务档案管理工作的首要任务。
Long-term personal life insurance business, the complexity of the characteristics of business records in the management of different from the general paperwork. In 2007, the “Personnel Insurance Business Archives Management Specification”, which is led by the general office of China Insurance Regulatory Commission and relevant personnel of China Life Insurance Company Limited, unifies the responsibilities, archival scope, storage period and Requirements, utilization requirements and so on. Learning to promote the “life insurance business records management practices” is the first priority of the personal insurance business file management work.