龙江银行个人业务营销业绩系统的设计与实现

发布时间：2018-03-05 00:14

本文选题：银行管理　切入点：业绩考核　出处：《哈尔滨工业大学》2015年硕士论文　论文类型：学位论文

【摘要】：随着计算机技术与信息技术的飞速发展,金融信息化已成为银行管理的迫切需求。其中,业绩考核作为企业经营与管理中非常重要的一个环节,对商业银行的发展进程同样具有重要意义。为确保企业在竞争激烈的金融行业中有良好的发展,龙江银行业绩考核工作摒弃传统的手工考核方式,利用计算机强大的存储与运算能力,开发相对独立的营销业绩系统。本文以龙江银行个人业务营销业绩项目为实际项目背景,论述系统相关的数据收集、业绩计算、业绩查询等主要功能的设计与实现。龙江银行个人业务营销业绩系统包含五个功能模块:数据整合模块、参数维护模块、奖金计算模块、报表展示模块以及系统维护模块。全部系统功能包括业绩对应、认领关系维护、数据ETL(Extraction-Transformation-Loading)、多维度计价、分润比例维护、奖金计算、个人业绩明细、汇总报表展示、日志处理、权限管理以及系统设置。其中,数据ETL为本文的关键技术,指代数据的抽取、转换、清洗以及装载的过程。通过对数据格式的标准化定义,采用Data Stage JOB完成数据由源系统至数据仓库,并最终加载至数据集市的转换过程。本系统采用B/S架构设计,Wabacus开发框架,使用户可以直接通过IE、Chrome、火狐等浏览器进行访问、操作,无需安装客户端。Wabacus作为Java EE快速开发框架,采用面向声明的开发模式,将Java EE的开发效率提高五倍以上,实现了本系统复杂的数据展示、数据逻辑、表单处理等功能。根据业务需求与系统设计的预定指标,本系统较好地实现了各个功能模块的要求,为银行员工呈现了功能完备、运行稳定、操作简便且界面友好的个人业务营销业绩系统。业绩系统的成功上线与实施,不仅明确了行员的重要业绩信息,同时方便管理部门统筹规划,对企业的产品效益评价、业绩价值管理与业务经营方式也有着重要的意义。
[Abstract]:With the rapid development of computer technology and information technology, financial informatization has become an urgent need of bank management. It is also of great significance to the development of commercial banks. In order to ensure the good development of enterprises in the competitive financial industry, the performance appraisal of Longjiang Bank abandons the traditional manual assessment method. Based on the strong storage and computing ability of computer, a relatively independent marketing performance system is developed. Based on the actual project background of Longjiang Bank's personal business marketing performance project, this paper discusses the related data collection and performance calculation of the system. Longjiang Bank personal Business Marketing performance system consists of five functional modules: data integration module, parameter maintenance module, bonus calculation module, Report display module and system maintenance module. All system functions include performance correspondence, claim relationship maintenance, data ETLLX Extraction-Transformation-loading, multi-dimensional pricing, maintenance of run proportion, bonus calculation, personal performance detail, summary report display, log processing, etc. Authority management and system setup. Among them, data ETL is the key technology of this paper, referring to the process of data extraction, conversion, cleaning and loading. Data Stage JOB is used to complete the conversion process from the source system to the data warehouse and finally to the data Mart. This system uses the B / S architecture to design the development framework of Wabacus, which enables users to access and operate directly through Internet Explorer Chrome, Firefox and other browsers. Without installing client. Wabacus as Java EE rapid development framework, using declaration-oriented development mode, the development efficiency of Java EE is improved by more than five times, and the complex data display and data logic of this system are realized. According to the business demand and the system design target, the system has realized each function module request well, presented the complete function for the bank staff, the operation is stable, The successful launching and implementation of the performance system not only clarifies the important performance information of the staff, but also facilitates the overall planning of the management department and the evaluation of the product benefit of the enterprise. The performance value management and the business management mode also have the important significance.
【学位授予单位】：哈尔滨工业大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

【引证文献】