期货公司信息管理系统客户管理子系统的设计与实现

发布时间：2019-01-10 09:40

【摘要】：近两年期货行业发展迅速,资产管理、内外盘套利、互联网金融等创新业务蓬勃发展。在数据大集中背景下形成的数据中心环境下要求期货公司新系统更加稳定强健,并具备一定的容灾能力,消除信息孤岛,实现金融行业数据大集中的规划目标,降低系统风险。该系统以Oracle数据库数据基础,采用ETL(Extract Transform Load)技术,通过开源ETL工具实现了对生产系统数据进行抽取,清洗整理后作为信息管理系统基础数据来源使用,达到查询报表与生产数据分离的目的。架构上采用微软C#以及.Net分层技术为架构,实现了软件架构上的逻辑分层提高了安全性。在数据访问层使用ODP.Net替代传统ADO.Net,使得数据库访问及操作更加稳定和快速。本文主要研究了期货公司信息管理系统客户管理子系统的设计实现,该系统作期货公司信息管理系统的重要组成部分,不仅借鉴融合了CRM(Customer Relationship Management)系统的部分特性,更针对国内期货行业、期货公司实际特点,从客户管理需求实际出发,发掘优质客户为目的,通过对客户分级管理,提供有针对性的差异化服务,为公司营销管理提供导向,进而创造新的客户价值和业务增长点。客户管理子系统包括客户信息管理、居间人信息管理、客户合同管理、客户下单录音管理以及客户分级管理5个功能模块和16个子功能。整体系统符合设计初期的设计需求,达到期货公司客户管理的业务需求。
[Abstract]:In the past two years, the futures industry has developed rapidly, such as asset management, internal and external arbitrage, Internet finance and other innovative business booming. Under the environment of data center formed under the background of data concentration, the new system of futures company is required to be more stable and robust, and it has the ability of disaster tolerance, eliminates the isolated island of information, realizes the planning goal of data concentration in financial industry, and reduces the system risk. Based on Oracle database data and ETL (Extract Transform Load) technology, this system can extract data from production system through open source ETL tools and use it as the basic data source of information management system after cleaning and finishing. The purpose of separating query report form from production data is achieved. In the architecture, Microsoft C # and. Net layered technology are used to realize the logical hierarchy of software architecture to improve the security. Using ODP.Net instead of traditional ADO.Net, in data access layer makes database access and operation more stable and fast. This paper mainly studies the design and implementation of customer management subsystem of futures company information management system. This system is an important part of futures company information management system. It not only uses some characteristics of CRM (Customer Relationship Management) system for reference. In the light of the actual characteristics of the domestic futures industry and futures companies, starting from the reality of customer management needs, exploring high-quality customers, providing targeted differentiated services through customer grading management, and providing guidance for the company's marketing management, Then create new customer value and business growth point. Customer management subsystem includes customer information management, intermediary information management, customer contract management, customer order recording management and customer grading management 5 functional modules and 16 sub-functions. The overall system meets the design requirements at the beginning of the design to meet the business requirements of customer management in futures companies.
【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

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