基金公司ODS系统的分析与设计

发布时间：2018-04-11 04:11

本文选题：ODS系统 + ETL　；参考：《天津大学》2014年硕士论文

【摘要】：随着基金业务的发展，建立基金公司的ODS(Operational Data Store)[1]系统对外部监管机构和公司业务部门决策管理信息获取的及时性、准确性和多样性有重要的意义。 ODS系统建设项目，首先要对源系统数据进行抽取、加载、转换，统一整合，构建全公司数据标准化体系[2]；第二是实现对应用系统统一供数，并对外部系统做的统一数据分发；第三是实现公司数据及技术架构的统一。通过ODS系统的建设，从系统层面来说，可以减少重复地开发和减少了应用系统的实施周期时间；从数据需求层面上来说，可以提高业务部门获取所需数据的准确性，并且减少了数据需求的响应时间；从未来发展来说，通过元数据系统等积累业务经验，为管理层的经营分析决策和进一步数据挖掘奠定了坚实基础[3]。本文主要从数据框架和业务框架设计了ODS系统的功能框架，数据框架主要划分了接口数据层、整合数据层、汇总数据层、数据共享层和元数据层五个层次。业务框架主要划分了参与人域、产品域、账务域、营销域、事件域和地域域留个主题域。而ODS系统设计主要包含了数据整合设计、数据共享设计、数据应用设计和公共管理功能设计。其中数据设计主要做ETL (Extraction TransformationLoading)[4]整合设计和数据更新配置设计；数据共享设计则从共享配置管理，，数据/服务功能的提供，共享权限的控制三方面来规划；数据应用设计包含了数据查询、固定报表、计算应用和动态报表四方面；公共管理功能的设计则针对系统管理、系统监控作了详细的阐述。最后本文还就大数据时代的来临，ODS系统的发展作了展望。
[Abstract]:With the development of the fund business , the ODS ( Operational Data Store ) of the fund company is of great significance to the timeliness , accuracy and diversity of the external regulator and the decision - making management information of the company business unit .

ODS system construction projects , firstly , to extract , load , convert and unify the data of the source system , and construct the whole company data standardization system ;
secondly , the unified data supply of the application system is realized , and uniform data distribution is carried out on the external system ;
The third is to realize the unification of the company data and the technical architecture . Through the construction of the ODS system , the implementation cycle time of the application system can be reduced and reduced repeatedly from the system level ;
From the data demand level , it is possible to improve the accuracy of the business unit ' s acquisition of the required data , and to reduce the response time of the data demand ;
From the future development , the business experience is accumulated through metadata system and so on , which lays a solid foundation for management analysis decision and further data mining .

The paper mainly designs the functional framework of ODS system from the data frame and the business framework . The data frame mainly divides the interface data layer , the integrated data layer , the summary data layer , the data sharing layer and the metadata layer five levels . The business framework mainly includes the data integration design , the data sharing design , the data application design and the public management function design . The data design mainly includes the design of the data integration design , the data sharing design , the data application design and the public management function design .
the data sharing design is planned from three aspects of the sharing configuration management , the provision of the data / service function and the control of sharing rights ;
Data application design includes four aspects : data query , fixed report , computing application and dynamic report ;
The design of the public management function is described in detail aiming at system management and system monitoring . At last , the paper also looks forward to the development of ODS system in the age of large data .

【学位授予单位】：天津大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：TP311.52

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