营口银行客户关系管理系统的设计与实现

发布时间：2019-06-04 07:05

【摘要】：客户管理这种业务管理和信息技术相互融合的前沿产品,作为业务营销理念与新形式的管理模式,从很早开始就受到了银行界管理层的青睐,同时笔者这种从事科技工作的人员也把它当作了研究对象。作为信贷工作人员与客户经理们对客户信息进行查询、录入以及维护的统一入口,客户管理也可以解释为对客户在信贷业务过程中全部的静态与动态的信息,统一管理的范围是全行内,包括统一的客户视图与信息库,这种最为基础的信息客户信息支持,能够为银行的信贷业务提供保障。本文通过对银行客户管理系统目前发展现状的研究,首先详细的对银行客户的管理系统进行全面介绍,同时将全部系统平台的设计和操作也进行全面说明,在概括抽取了客户管理方面的特性后,对客户关系管理与信息管理等进行模板化的软件设计,这样就能将系统的可维护性与可拓展性进行提升,这样无论是前台柜面展示还是后台业务的逻辑功能,只要是与客户管理业务有关的所有需要,各大商业银行都能够满足。在开发系统时,要基于需求分析,通过模块化的基本设计思想,详细地界定系统的功能和角色,并指出系统的模块有：用户信息管理模块、目标客户特征分析管理模块、目标客户信息管理模块、客户经理管理功能管理模块、客户分析管理管理模块等。基于需求分析,再利用现有的技术,设计了系统的架构,并细分了所有的功能模块,绘制了系统功能模块的主要流程图,并对数据库进行了详细设计。系统前台采用甲骨文公司的J2EE框架进行设计,后台采用微软公司的SQL Server数据库,实现了整个系统功能开发。论文实现了营口银行的银行客户关系管理系统,系统将方便对银行的客户关系进行管理,提高了营口银行客户关系管理的效率。
[Abstract]:Customer management, a frontier product with the integration of business management and information technology, as a business marketing concept and a new form of management model, has been favored by the management of the banking industry since a long time ago. At the same time, the author, who is engaged in scientific and technological work, also regards it as the object of study. As a unified entry point for credit staff and account managers to query, input and maintain customer information, customer management can also be interpreted as all the static and dynamic information of customers in the process of credit business. The scope of unified management is within the whole bank, including a unified customer view and information base, which is the most basic information customer information support, which can provide a guarantee for the credit business of banks. Through the research on the current development situation of bank customer management system, this paper first introduces the bank customer management system in detail, and also explains the design and operation of all the system platforms. After summarizing the characteristics of customer management, the software design of customer relationship management and information management is templated, so that the maintenability and extensibility of the system can be improved. In this way, whether it is the front desk display or the logical function of the background business, as long as it is related to all the needs of customer management business, the major commercial banks can meet. In the development of the system, based on the requirements analysis, through the basic design idea of modularization, the function and role of the system are defined in detail, and it is pointed out that the modules of the system are: user information management module, target customer feature analysis and management module. Target customer information management module, account manager management function management module, customer analysis management module and so on. Based on the requirement analysis and the existing technology, the architecture of the system is designed, all the functional modules are subdivided, the main flow charts of the functional modules of the system are drawn, and the database is designed in detail. The front desk of the system is designed with the J2EE framework of Oracle, and the SQL Server database of Microsoft is used in the background to realize the function development of the whole system. This paper realizes the bank customer relationship management system of Yingkou Bank, which will facilitate the management of the customer relationship of the bank and improve the efficiency of customer relationship management of Yingkou Bank.
【学位授予单位】：大连理工大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

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