证券公司微信平台系统的研究与设计

发布时间：2018-02-21 04:04

本文关键词： 微信平台证券交易 ORACLE Web-logic Linux Java　出处：《吉林大学》2015年硕士论文　论文类型：学位论文

【摘要】：随着经济的飞速发展,移动互联网已经逐渐取代了传统的营销模式,之所以选择证券交易微信服务平台该题目为研究对象,主要因为跟传统的交易模式相比,移动互联网模式不受时间地域的限制、交互功能强大、成本低的优点已经渐渐取代传统的现场交易模式,成为证券行业现在乃至将来大力依赖的交易手段。随着证券业新业务的层出不穷,更加适应证券行业发展、界面更加友好、使用更加方便的服务软件会受到更多证券公司和股民的关注。本系统是一款专门针对证券公司设计的微信平台,内容不仅包括了目前证券公司涉及的各类业务如行情浏览、证券交易、理财推荐、大事点评、信息咨询等,还提供了登陆粉丝统计功能,该功能主要是根据统计微信平台上各个投资者的登陆次数,对客户进行分类管理。登陆使用此平台的次数累计多的投资者就会增加相应的积分,然后根据不同的积分对投资者进行分类,积分高的投资者可以享受更专业的、更有针对性的特性服务。特定时间段内累计积分高的投资者还可以享受相应的优惠政策、礼品赠送及高级一对一理财指导等。本系统登陆界面简单,使用方便,信息实时更新,对客户有针对性的服务。本文讲述了采用java及ORACLE数据库开发微信服务平台系统的过程,该系统基本实现了涉及证券业务类服务的基本流程,具体栏目包括好看(看资讯、看行情、抢仓与交易)、赚钱(预约开户、理财产品、特色服务)、好玩(优惠、周边)等等,使用这款交易软件的股民只要通过微信关注后,就可以通过微信平台在证券公司预约开立新账户,股民输入个人姓名、身份证号码、手机号等个人信息后,管理平台会通过消息发布通知,形成预约记录,由证券公司的员工在短时间内联系客户进行开户前准备。而原始客户则可以通过验证,使用各个模块功能。当用户要进行持仓查询或交易时,链接到证券公司提供的交易地址完成。在本系统的后台操作平台上,administrator拥有对客户进行增加、修改、删除,对信息进行编辑、发送的权限。在统计粉丝菜单中,可以统计粉丝的登陆次数,查看粉丝的积分,对粉丝进行分类保存。本系统设计实现了导出预约开户客户信息的功能,主要用于后台系统取到预约开户客户信息后的导出excel功能,本系统在ORACLE数据库、Linux、 web-logic、java等工具上开发,具有良好的扩展性,可以满足客户实现既定功能。
[Abstract]:With the rapid development of economy, the mobile Internet has gradually replaced the traditional marketing mode. The mobile Internet model is not limited by time and region, the interactive function is powerful, and the advantages of low cost have gradually replaced the traditional on-site trading mode. Now and in the future, the securities industry is relying heavily on trading methods. With the emergence of new business in the securities industry, it is more suitable for the development of the securities industry and has a more friendly interface. More convenient service software will attract more attention from securities companies and shareholders. This system is a WeChat platform specially designed for securities companies. The content includes not only all kinds of businesses currently involved in securities companies, such as market browsing, Securities trading, financial recommendation, event review, information consultation, and so on, also provides the login fan statistics function, which is mainly based on the statistics of the number of login times of each investor on the WeChat platform. The investors who log on to the platform will increase the corresponding points, and then classify the investors according to the different points. The investors with the higher scores can enjoy more professional, More targeted feature services. A specific period of time for investors with high cumulative points can also enjoy the corresponding preferential policies, gift gifts and advanced one-to-one financial guidance, etc. The system login interface is simple, easy to use, real-time update of information, Targeted service to customers. This paper describes the process of using java and ORACLE database to develop WeChat service platform system. The system basically realizes the basic flow of securities business services. Snatching positions and trading, making money (booking accounts, financing products, special services, fun (concessions, peripheral), etc.). Investors who use this trading software only need to pay attention to it through WeChat. After entering personal information such as personal name, ID number, mobile phone number and other personal information, the management platform will issue a notice through information to form an appointment record. The staff of the securities company contact the customer in a short period of time to prepare the account. The original customer can verify and use each module function. When the user wants to make a position query or trade, The administrator has the authority to add, modify, delete, edit and send the information on the background operating platform of this system. You can count the number of login fans, check fan points, the fans are classified to save. This system design to achieve the export of customer information to open an account. This system is mainly used to export excel function after the background system gets the customer information of opening an account. The system is developed on the ORACLE database, such as Linux, web-logical Java and so on. It has good expansibility, and can satisfy the customer to realize the established function.
【学位授予单位】：吉林大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

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