CN115063247A - Equity investment operation management system - Google Patents
Equity investment operation management system Download PDFInfo
- Publication number
- CN115063247A CN115063247A CN202210569858.4A CN202210569858A CN115063247A CN 115063247 A CN115063247 A CN 115063247A CN 202210569858 A CN202210569858 A CN 202210569858A CN 115063247 A CN115063247 A CN 115063247A
- Authority
- CN
- China
- Prior art keywords
- project
- subunit
- information
- management
- investment
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F11/00—Error detection; Error correction; Monitoring
- G06F11/07—Responding to the occurrence of a fault, e.g. fault tolerance
- G06F11/14—Error detection or correction of the data by redundancy in operation
- G06F11/1402—Saving, restoring, recovering or retrying
- G06F11/1446—Point-in-time backing up or restoration of persistent data
- G06F11/1448—Management of the data involved in backup or backup restore
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F11/00—Error detection; Error correction; Monitoring
- G06F11/07—Responding to the occurrence of a fault, e.g. fault tolerance
- G06F11/14—Error detection or correction of the data by redundancy in operation
- G06F11/1402—Saving, restoring, recovering or retrying
- G06F11/1446—Point-in-time backing up or restoration of persistent data
- G06F11/1458—Management of the backup or restore process
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/27—Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Strategic Management (AREA)
- Human Resources & Organizations (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Marketing (AREA)
- Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Economics (AREA)
- Entrepreneurship & Innovation (AREA)
- Development Economics (AREA)
- General Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- Technology Law (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Data Mining & Analysis (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The application relates to a equity investment operation management system. The method comprises the following steps: the system comprises a client, a firewall, a server and a database, wherein the client comprises a pre-investment management module, a post-investment management module, a fund operation management module and an annual budget management module; the pre-delivery management module is used for managing items such as the warehousing form of the early-stage project storage library; the post-cast management module is used for managing items such as post-cast project basic information and the like; the fund operation management module is used for managing detailed information of fund operation and managing asset transaction; the annual budget management module is used for managing annual budgets, managing a budget information table, managing decision amount completion condition information and managing project budget use condition information. The method can improve the efficiency of investment, operation and management of shares.
Description
Technical Field
The present application relates to the field of computer system technology, and in particular, to a equity investment operation management system.
Background
With the development of economy, enterprises such as bamboo shoots in spring after rain are gradually increased. The development of enterprises can not leave economic support, so a large number of risk investment mechanisms are correspondingly derived to carry out equity investment on projects developed by the enterprises. In the aspect of equity investment, for various financing projects, all aspects of each project need to be comprehensively analyzed, and finally, a high-quality project suitable for the project is selected for investment, and the project for investment is managed.
At present, the information management of the equity investment is generally managed in a manual mode, and no special equity investment operation management system exists in the market, so that the problems of low efficiency of the equity investment and operation management are caused.
Disclosure of Invention
In view of the above, it is desirable to provide an equity investment operation management system capable of improving equity investment and operation management efficiency.
The application provides a equity investment operation management system, which comprises a client, a firewall, a server and a database, and is characterized in that the client comprises a pre-investment management module, a post-investment management module, a fund operation management module and an annual budget management module;
the pre-investment management module is used for managing early-stage project reserve warehouse entry forms, managing project standing forms, managing project early-stage work, managing right-to-stock investment project reserve warehouse entry forms, managing project investment decision items and managing right-to-stock investment project middle-stage items;
the post-delivery management module is used for managing basic information of post-delivery projects, managing external data of target companies related to the post-delivery projects, managing conferences and delegation information of the post-delivery projects, managing investment and return information of the post-delivery projects, managing daily information of the post-delivery projects, managing financial and newspaper data of the post-delivery projects, managing withdrawal information of the post-delivery projects and managing operation summary information of the post-delivery projects;
the fund operation management module is used for managing detailed information of fund operation and managing asset transaction;
the annual budget management module is used for managing annual budgets, a budget information table, decision amount completion status information and project budget use status information.
In one embodiment, the pre-commissioning management module comprises: the system comprises a front-stage project reserve library management unit, a front-stage project reserve library management unit and a front-stage project reserve library management unit, wherein the front-stage project reserve library management unit is used for maintaining form information of a storage stage of a front-stage project reserve library, and initiating an approval process and uploading corresponding accessories;
the early-stage decision management unit is used for maintaining the information of the project establishment form and initiating a corresponding approval process, and is also used for maintaining the information of the stock right structure and uploading corresponding accessories;
the early-stage work management unit is used for maintaining project scheduling forms, risk management and control information and uploading corresponding accessories;
the stock right investment project reserve library management unit is used for maintaining the form information of the warehousing stage of the stock right investment project reserve library;
the equity investment decision management unit is used for maintaining relevant information of a project investment decision form, a decision process, decision items, risk management and control and a target company equity structure, initiating an investment decision approval process and uploading a corresponding file;
and the stock right investment project middle management unit is used for maintaining signing and delivery form information, agreement information, expenditure information and right confirmation information and initiating an approval process for transferring the project to a post-delivery project.
In one embodiment, the post-cast management module comprises: the project basic information unit is used for displaying project basic information of the project after the project is thrown;
the external data unit is used for checking the industrial and commercial information and the public opinion information of the target company related to the project after the project is thrown;
the conference and delegation unit is used for summarizing and counting the delegation number and the conference number of each type of personnel, uploading a conference summary file and recording personnel delegation information;
the investment and return unit is used for checking the indexes of the project after the project is put into service, maintaining project expenditure, project recovery and account income information;
the post-delivery daily management unit is used for checking risk indexes and risk trigger details, and maintaining risk management and control information, protocol information, post-delivery inspection, marketing progress and change information of managers;
the financial and newspaper management unit is used for checking financial indexes and maintaining information of an asset liability statement, a profit statement and a cash flow statement;
the project quit management unit is used for checking and maintaining project quit details, quit details and quit scheme information;
and the project operation summary unit is used for inquiring the post-delivery report and maintaining the post-delivery evaluation information.
In one embodiment, the funding operation management module comprises: the detailed information unit is used for maintaining asset detailed information and protocol management information and uploading related files for maintaining assets;
and the asset transaction management unit is used for checking important transaction management indexes and maintaining transaction detail information.
In one embodiment, the annual budget management module comprises: an annual budget management unit for creating and managing annual budget amounts;
the budget information table unit is used for checking the completion amount and the completion proportion of each budget type;
a decision amount completion condition unit for maintaining annual budget amounts of the budget types;
and the project budget use condition unit is used for checking the preset use condition of the associated project within the budget year.
In one embodiment, the early-stage project reserve management unit comprises a project warehousing information management subunit and a stock right structure management subunit; the early decision management unit comprises an item establishment information management subunit, an item establishment file management subunit and an item establishment examination and approval subunit; the early-stage work management unit comprises an all-tone information management subunit, an all-tone file management subunit and a risk management and control subunit; the stock right investment project reserve management unit comprises a project warehousing information management subunit; the equity investment decision management unit comprises a decision-making meeting management subunit and a decision-making file management subunit; the middle management unit of the equity investment project comprises an agreement management subunit, a project expenditure subunit, an authority confirming information management subunit and a file summarizing subunit.
In one embodiment, the project basic information unit comprises a project detailed information subunit, a transaction core item subunit, an expected income expression subunit, a company governing condition subunit, a decision additional condition subunit, a quit planning subunit and a project file aggregation subunit; the external data unit comprises a public opinion and business information subunit; the conference and delegation unit comprises a delegation number sub-unit, a conference information sub-unit, a conference summary file sub-unit and a personnel delegation sub-unit; the investment and return unit comprises an important index subunit, a project expenditure subunit, a project recovery subunit and an account income subunit; the post-projection daily management unit comprises a risk management and control information subunit, a risk index subunit, a risk triggering detail subunit, a protocol information subunit, a post-projection inspection subunit, a marketing progress subunit and an important manager change management subunit; the financial management unit comprises a financial key index subunit, an asset and debt statement subunit, a profit statement subunit and a cash flow statement subunit; the project quitting management unit comprises a project quitting detail subunit, a quitting detail subunit and a quitting scheme subunit; the project operation summary unit comprises a post-projection report subunit and a post-projection evaluation subunit.
In one embodiment, the detailed information unit comprises an asset detail subunit, a protocol management subunit and a file management subunit; the asset transaction management unit includes a transaction management subunit.
In one embodiment, the annual budget management unit comprises an annual budget management subunit; the budget information table unit comprises a budget information table subunit; the decision amount completion condition unit comprises a decision amount completion profile subunit; the project budget use case element includes a project budget use case subunit.
In one embodiment, the database in the equity investment operation management system comprises a primary database and a standby database.
The equity investment operation management system realizes classification and management of the equity investment and the relevant information in operation through the pre-investment management module, the post-investment management module, the fund operation management module and the annual budget management module which are arranged in the equity investment operation management system, and improves the efficiency of equity investment, operation and management.
Drawings
FIG. 1 is a diagram of the physical architecture of an equity investment operation management system in one embodiment;
fig. 2 is a system configuration diagram of the equity investment operation management system in one embodiment.
Detailed Description
The equity investment operation management system provided by the embodiment of the application can be applied to the application environment shown in fig. 1. Wherein the terminal 102 communicates with the server 104 via a network. The equity investment operation management system may store data that the server 104 needs to process. The equity investment operation management system may be integrated on the server 104, or may be placed on the cloud or other network servers
The terminal 102 may be, but not limited to, various personal computers, notebook computers, smart phones, tablet computers, internet of things devices and portable wearable devices, and the internet of things devices may be smart speakers, smart televisions, smart air conditioners, smart car-mounted devices, and the like. The portable wearable device can be a smart watch, a smart bracelet, a head-mounted device, and the like. The server 104 may be implemented as a stand-alone server or as a server cluster comprised of multiple servers.
In one embodiment, as shown in fig. 2, there is provided an equity investment operation management system 200, comprising a client, a firewall, a server and a database, wherein the client comprises a pre-investment management module 201, a post-investment management module 202, a fund operation management module 203 and an annual budget management module 204;
the pre-investment management module 201 is used for managing the early-stage project reserve warehouse entry forms, managing the project establishment forms, managing project early-stage work, managing the right-to-stock investment project reserve warehouse entry forms, managing project investment decision items and managing right-to-stock investment project middle-stage items;
the post-delivery management module 202 is used for managing basic information of post-delivery projects, managing external data of target companies related to the post-delivery projects, managing conferences and delegation information of the post-delivery projects, managing investment and return information of the post-delivery projects, managing daily information of the post-delivery projects, managing financial and newspaper data of the post-delivery projects, managing withdrawal information of the post-delivery projects and managing operation summary information of the post-delivery projects;
the fund operation management module 203 is used for managing detailed information of fund operation and managing asset transaction;
the annual budget management module 204 is configured to manage annual budgets, manage a budget information table, manage decision amount completion status information, and manage project budget use status information.
Specifically, the physical architecture of the equity investment operation management system comprises a client, a firewall, a server and a database, wherein the client comprises a pre-investment management module, a post-investment management module, a fund operation management module and an annual budget management module. The pre-investment management module is used for managing the early-stage project reserve library warehousing forms, managing the project establishment forms, managing project early-stage work, managing the right-to-stock investment project reserve library warehousing forms, managing project investment decision items and managing right-to-stock investment project mid-stage items; the post-delivery management module is used for managing basic information of post-delivery projects, managing external data of target companies related to the post-delivery projects, managing conferences and delegation information of the post-delivery projects, managing investment and return information of the post-delivery projects, managing daily information of the post-delivery projects, managing financial and newspaper data of the post-delivery projects, managing withdrawal information of the post-delivery projects and managing operation summary information of the post-delivery projects; the fund operation management module is used for managing detailed information of fund operation and managing asset transaction; the annual budget management module is used for managing annual budgets, managing a budget information table, managing decision amount completion condition information and managing project budget use condition information. The management comprises refreshing, creating, associating, releasing, importing and exporting of the corresponding information.
In this embodiment, through the pre-investment management module, the post-investment management module, the fund operation management module and the annual budget management module which are arranged in the equity investment operation management system, classification and management of the equity investment and the relevant information in operation are realized, and the efficiency of equity investment, operation and management is improved.
In one embodiment, the pre-commissioning management module comprises: the system comprises a front-stage project reserve library management unit, a front-stage project reserve library management unit and a front-stage project reserve library management unit, wherein the front-stage project reserve library management unit is used for maintaining form information of a storage stage of a front-stage project reserve library, and initiating an approval process and uploading corresponding accessories;
the early decision management unit is used for maintaining project item setting form information and initiating a corresponding examination and approval process, and is also used for maintaining equity structure information and uploading corresponding accessories;
the early-stage work management unit is used for maintaining project scheduling forms, risk management and control information and uploading corresponding accessories;
the stock right investment project reserve library management unit is used for maintaining the form information of the warehousing stage of the stock right investment project reserve library;
the stock right investment decision management unit is used for maintaining the project investment decision form, the decision process, the decision items, the risk control and the related information of the stock right structure of the target company, initiating the investment decision approval process and uploading the corresponding file;
and the stock right investment project middle management unit is used for maintaining signing and delivery form information, agreement information, expenditure information and right confirmation information and initiating an approval process for transferring the project to a post-delivery project.
Specifically, the pre-delivery management module comprises: the system comprises a front-stage project reserve library management unit, a front-stage decision management unit, a front-stage work management unit, an equity investment project reserve library management unit, an equity investment decision management unit and an equity investment project middle-stage management unit. The system comprises a front-stage project reserve library management unit, a front-stage project reserve library management unit and a front-stage project reserve library management unit, wherein the front-stage project reserve library management unit is used for maintaining form information of a warehousing stage of a front-stage project reserve library, initiating an approval process and uploading corresponding accessories; the early decision management unit is used for maintaining project item setting form information and initiating a corresponding examination and approval process, and is also used for maintaining equity structure information and uploading corresponding accessories; the early-stage work management unit is used for maintaining project scheduling forms, risk management and control information and uploading corresponding accessories; the stock right investment project reserve library management unit is used for maintaining the form information of the warehousing stage of the stock right investment project reserve library; the equity investment decision management unit is used for maintaining relevant information of a project investment decision form, a decision process, decision items, risk management and control and a target company equity structure, initiating an investment decision approval process and uploading a corresponding file; and the stock right investment project middle management unit is used for maintaining signing and delivery form information, agreement information, expenditure information and right confirmation information and initiating an approval process for transferring the project to a post-delivery project.
In the embodiment, the early-stage project reserve library management unit, the early-stage decision management unit, the early-stage work management unit, the right investment project reserve library management unit, the right investment decision management unit and the right investment project middle-stage management unit which are arranged in the pre-investment management module realize classification and management of the right investment and the related information in operation before investment, and improve the efficiency of investment, operation and management of shares.
In one embodiment, the post-cast management module comprises: the project basic information unit is used for displaying project basic information of the project after the project is thrown;
the external data unit is used for checking the industrial and commercial information and the public opinion information of the target company related to the project after the project is thrown;
the conference and delegation unit is used for summarizing and counting the delegation number and the conference number of each type of personnel, uploading a conference summary file and recording personnel delegation information;
the investment and return unit is used for checking the indexes of the project after the project is put into service, maintaining project expenditure, project recovery and account income information;
the post-delivery daily management unit is used for checking risk indexes and risk trigger details, and maintaining risk management and control information, protocol information, post-delivery inspection, marketing progress and change information of managers;
the financial and newspaper management unit is used for checking financial indexes and maintaining information of an asset liability statement, a profit statement and a cash flow statement;
the project quit management unit is used for checking and maintaining project quit details, quit details and quit scheme information;
and the project operation summary unit is used for inquiring the post-delivery report and maintaining the post-delivery evaluation information.
Specifically, the post-delivery management module comprises a project basic information unit, an external data unit, a conference and delegation unit, an investment and return unit, a post-delivery daily management unit, a financial and newspaper management unit, a project quit management unit and a project operation summary unit. The project basic information unit is used for displaying project basic information of the project after the project is thrown; the external data unit is used for checking the industrial and commercial information and the public opinion information of the target company related to the project after the project is thrown; the conference and delegation unit is used for summarizing and counting the delegation number and the conference number of each type of personnel, uploading a conference summary file and recording personnel delegation information; the investment and return unit is used for checking the indexes of the project after the project is put into service, maintaining project expenditure, project recovery and account income information; the post-delivery daily management unit is used for checking risk indexes and risk trigger details, and maintaining risk management and control information, protocol information, post-delivery inspection, marketing progress and change information of managers; the financial report management unit is used for checking financial indexes and maintaining information of an asset and debt statement, a profit statement and a cash flow statement; the project quit management unit is used for checking and maintaining project quit details, quit details and quit scheme information; and the project operation summary unit is used for inquiring the post-delivery report and maintaining the post-delivery evaluation information.
In the embodiment, the project basic information unit, the external data unit, the conference and delegation unit, the investment and return unit, the post-investment daily management unit, the financial and newspaper management unit, the project quitting management unit and the project operation summarizing unit are arranged in the post-investment management module, so that the classification and management of the information related to the right investment and the operation after investment are realized, and the efficiency of investment, operation and management of shares is improved.
In one embodiment, the funding operations management module comprises: the detailed information unit is used for maintaining asset detailed information and protocol management information and uploading related files for maintaining assets;
and the asset transaction management unit is used for checking important transaction management indexes and maintaining transaction detail information.
Specifically, the fund operation management module comprises a detailed information unit and an asset transaction management unit. The detailed information unit is used for maintaining asset detailed information and protocol management information and uploading related files for maintaining assets; the asset transaction management unit is used for checking transaction management important indexes and maintaining transaction detail information.
In the embodiment, the detailed information unit and the asset transaction management unit are arranged in the fund operation management module, so that the management efficiency of fund operation in equity investment is improved.
In one embodiment, the annual budget management module includes: an annual budget management unit for creating and managing annual budget amounts;
the budget information table unit is used for checking the completion amount and the completion proportion of each budget type;
a decision amount completion condition unit for maintaining annual budget amounts of the budget types;
and the project budget use condition unit is used for checking the preset use condition of the associated project within the budget year.
Specifically, the annual budget management module comprises an annual budget management unit, a budget information table unit, a decision amount completion condition unit and a project budget use condition unit; the annual budget management unit is used for creating and managing annual budget money; the budget information table unit is used for checking the completion amount and the completion proportion of each budget type; the decision sum completion condition unit is used for maintaining annual budget sums of all budget types; the project budget use condition unit is used for checking the preset use condition of the associated project within the budget year.
In this embodiment, the annual budget management unit, the budget information table unit, the decision amount completion condition unit, and the project budget use condition unit, which are arranged in the annual budget management module, improve the preset management efficiency in the equity investment management process.
In one embodiment, the early-stage project reserve management unit comprises a project warehousing information management subunit and a stock right structure management subunit; the early decision management unit comprises an item establishment information management subunit, an item establishment file management subunit and an item establishment examination and approval subunit; the early work management unit comprises an all tone information management subunit, an all tone file management subunit and a risk management and control subunit; the stock right investment project reserve management unit comprises a project warehousing information management subunit; the equity investment decision management unit comprises a decision-making meeting management subunit and a decision-making file management subunit; the middle management unit of the equity investment project comprises an agreement management subunit, a project expenditure subunit, an authority confirming information management subunit and a file summarizing subunit.
Specifically, the early-stage project stock management unit comprises a project warehousing information management subunit, which is used for managing information such as project names, project types, project categories, project sizes (elements), whether to plan stock right investment projects, whether to go to a listed company, enterprise main operation business, target enterprise properties and the like of the pre-project. The equity structure management subunit is used for managing information such as the whole shareholder, registered capital, share holding proportion, investment amount of the round, shareholder type, updated equity details, withdrawal amount of the round, the whole shareholder and the like. The early-stage decision management unit comprises an item establishment information management subunit and is used for managing information such as item project names, project types, project scales (elements), project responsible persons, project execution responsible persons, project group members, responsibility departments, whether the equity investment in the plan is required or not, investment feasibility, investment necessity and the like; the file management subunit is used for managing file types, file names, remarks and version numbers; the project approval subunit is used for managing information such as project names, project types, project scales (elements), project responsible persons, project execution responsible persons, project group members, responsibility departments, whether the equity investment in the plan is required, investment feasibility, investment necessity and the like.
The early-stage work management unit comprises an all-tone information management subunit and is used for managing information such as project names, project types, project responsible persons, project execution responsible persons, project group members, responsibility departments, whether equity investment in planning is required, financial all-tone conclusions, law all-tone conclusions, project ratings, risk profitability, intermediary organization cooperation conditions and the like; the every-debugging file management subunit is used for managing information such as file types, file names, remarks and the like; the risk management and control subunit is used for managing information such as risk point description, management and control measures and the like; the stock right investment project stock management unit comprises a project warehousing information management subunit, which is used for managing information such as project names, project types, project scales (elements), project responsible persons, project execution responsible persons, project group members, responsibility departments, financial exhaust conclusions, law exhaust conclusions, project ratings, risk profitability and the like; the right-to-stock investment decision management unit comprises a decision-making conference management subunit and is used for managing information such as conference names, conference hosts, conference time, conference places, voting conditions, main contents of conferences, whether to report network companies, conference types and the like; and the decision-making file management subunit is used for managing information such as file types, file names, remarks, version numbers, file sizes, updaters, uploading time and the like. The equity investment project middle management unit comprises an agreement management subunit and is used for managing information such as contract names, contract types, contract signing time, investment money, a first party, a second party, remarks, key terms and items and the like; the project expenditure subunit is used for managing information such as budget years, transaction classification, cash flow direction, transaction time, transaction amount (yuan), remarks, right-confirming information management subunit and the like; the file summarizing subunit is used for managing information such as file types, file names, file formats, remarks, version numbers, file sizes, updaters, uploading time and the like.
In the embodiment, the early-stage project reserve library management unit, the early-stage decision management unit, the early-stage work management unit, the right investment project reserve library management unit, the right investment decision management unit and the right investment project middle-stage management unit which are arranged in the pre-investment management module realize classification and management of the right investment and the related information in operation before investment, and improve the efficiency of investment, operation and management of shares.
In one embodiment, the project basic information unit comprises a project detailed information subunit, a transaction core item subunit, an expected income expression subunit, a company governing condition subunit, a decision additional condition subunit, a planned exit scheme subunit and a project text aggregation subunit; the external data unit comprises a public opinion and business information subunit; the conference and delegation unit comprises a delegation number sub-unit, a conference information sub-unit, a conference summary file sub-unit and a personnel delegation sub-unit; the investment and return unit comprises an important index subunit, a project expenditure subunit, a project recovery subunit and an account income subunit; the post-projection daily management unit comprises a risk management and control information subunit, a risk index subunit, a risk triggering detail subunit, a protocol information subunit, a post-projection inspection subunit, a marketing progress subunit and an important manager change management subunit; the financial management unit comprises a financial key index subunit, an asset and debt statement subunit, a profit statement subunit and a cash flow statement subunit; the project quitting management unit comprises a project quitting detail subunit, a quitting detail subunit and a quitting scheme subunit; the project operation summary unit comprises a post-projection report subunit and a post-projection evaluation subunit.
Specifically, the project basic information unit comprises a project detailed information subunit, which is used for managing information such as a project name, a target company full name, a project name before investment, whether to plan stock right investment, target enterprise property, a project category, a project type, an accounting subject, a belonging industry gate class, a belonging industry large class, a belonging industry middle class, whether to go to the market, a trial item, a project rating, a risk revenue rate, a main business, a project investment amount, a project valuation, a holdup share ratio, an investment term, investment necessity, investment feasibility, a law exhaustive conclusion and the like; the transaction core item subunit is used for managing information such as decision items, whether the information is finished, the description of the completion condition, decision additional conditions, remarks and the like; the expected income expression subunit is used for managing information such as a predicted business benefit index, an expected main economic benefit index, an expected other benefit index and the like; the company management situation subunit is used for managing the company management situation information; the decision additional condition subunit is used for managing the decision attachment adjustment information; the quitting plan sub-unit is used for managing the quitting plan information; the front-end delivery file collecting subunit is used for managing information such as front-end delivery file types, file names, file formats, remarks, version numbers, file sizes, updaters, uploading time and the like.
The conference and delegation unit comprises a delegation number quantum unit and is used for managing information such as board seats of enterprise to be invested, the number of the board seats selected by the company, the number of the supervision selected by the company, the number of the personnel at the important positions selected by the company and the like; the conference information subunit is used for managing the total number of the conferences, the number of conferences before the conference, the number of conferences after the conference, the total number of the subjects, the number of subjects before the conference, the number of subjects after the conference and the like; the conference summary file subunit is used for managing information such as file type, file name, file format, remarks, version number, file size, updaters, uploading time and the like; the personnel delegation subunit is used for managing information such as project names after delivery, delegation time of delegating personnel, delegation types, whether specific item rejection power exists or not, rejection power content, voting power conditions, job performing conditions and remarks; the investment and return unit comprises an important index subunit and is used for managing information such as investment cost, investment number of shares, current number of shares, accumulated dividend amount, investment time ratio, withdrawn number of shares, accumulated conversion and melting income, withdrawn ratio, current ratio, withdrawn partial income, project overall income, account total income and the like; the project expenditure subunit is used for managing information such as budget years, transaction classification, cash flow direction, transaction time, transaction amount (Yuan), remarks and the like; the project recovery subunit is used for managing information such as budget years, transaction classification, cash flow direction, transaction time, transaction amount (yuan), remarks and the like; the account income subunit is used for managing information such as project names, income confirmation time, income amount and the like.
The post-projection daily management unit comprises a risk management and control information subunit and is used for managing information such as project names before projection, risk point description, management and control measures and the like; the risk index subunit is used for managing information such as risk names, risk levels, risk types, occurrence probability, loss degree and the like; the risk triggering detail subunit is used for managing information such as main attributes, triggering time, triggering rules, triggering conditions, labels, service types and the like; the agreement information subunit is used for managing contract names, contract types, contract signing time, investment money, a party A, a party B, remarks, key clauses and matters and other information; the post-commissioning inspection subunit is used for managing information such as inspection time, whether on-site inspection, remarks and the like; the listing progress subunit is used for managing information such as project names, recording time, progress condition descriptions, remarks and the like; the important manager change management subunit is used for managing information such as project names, occurrence time, important person names, positions, change conditions, potential problems, risk assessment opinions and the like;
the financial management unit comprises a financial key index subunit and is used for managing information such as total assets, total liabilities, net assets, total profit amount, net profits and the like; the balance sheet subunit is used for the management of the type of the portfolio, date of the portfolio, type of business, bill to collect, project under construction, bad account preparation, fund name, owner's equity aggregate, capital equity, delayed income tax liability, associated post-projection item, other accounts receivable, financial assets available for sale, aggregate of assets, short term borrowing, dividend payable, fixed asset, delayed income, long term accounts payable, estimated liability, bill payable, liquidity aggregate, surplus equity, capital-owned shareholdings aggregate, project name, inventory, monetary funds, project assets, productive biological assets, minority stockholder equity, pre-paid funds, reputation, other accounts payable, bond payable, liquidity aggregate, development, other liquidity assets, accounts receivable, other non-liquidity assets, fixed asset clearance, long term accounts receivable, liquidity real estate property, real estate transaction, Non-liquidity liabilities due within one year, long term loans, liabilities and owner equity totals, liabilities totals, hold-to-due investments, interest due, non-liquidity aggregate, transactional financial liabilities, prepaid money, intangible assets, long-term amortization costs, accounts payable, employee payable, liabilities aggregate, other liquidity liabilities, non-liquidity assets due within one year, deferred income tax assets, real income capital or capital, special payable, unallocated profits, long-term equity investments, transactional financial assets, non-liquidity aggregate, chargeable tax, chargeable dividends, chargeable interest, financial type, etc.
The profit sheet subunit is used for managing information such as a financial newspaper type, a financial newspaper date, a total business cost, a main business cost, an out-of-business expenditure, a management cost, a business hospitality fee, other business costs, taxes and attachments, a main business income, a business profit, a net profit belonging to a mother company owner, income aggregate, research and development fees, investment income, income tax fees, financial expenses, profit sum, business income total, project name, business income, sales expenses, annual unallocated profits, few stockholder profit loss, fund name, business cost, other income, other business income, interest expenditure, an associated held project, asset deduction loss, research and development fees, interest, cost aggregate, and exchange net loss; the cash flow meter subunit is used for counting the types of financial reports, the dates of the financial reports, the cash paid in relation to other financing activities, the goods sold, the cash received for providing the labor, the cash flow out sub-meter (financing activity), the goods purchased, the cash paid in relation to the labor, the cash flow in sub-meter (financing activity), the net amount of cash flow generated by the operation, the amount of the cash affected by the exchange rate change, the cash paid by the investment, the cash received other cash related to the operation, the cash flow out sub-meter (operation activity), the received cash related to the financing activity, the cash paid to and paid for the staff, the cash flow in sub-meter (operation activity), the received tax returns, the cash flow generated by the financing activity, the received cash related to the investment activity, the fixed assets disposed, the intangible assets and the net amount of cash returned by the other long-term assets, Cash received from the return investment, cash paid out from the small sum of cash (investment activity), cash paid out from the repayment of debts, cash paid out from the small sum of cash (investment activity), cash paid out from the allocation of equity, profits or paid out interest, net cash flow from the financing activity, taxes paid out, cash paid out from the purchase of fixed assets, intangible assets and other long-term assets, cash received from the debit, cash received from the acquisition of return on investment, other business related cash, cash and cash equivalents net increases paid, cash flow generated by business, associated post-investment projects, net cash flow generated by investment, fund names, other cash paid related to investment, project names, cash received from absorbing investment, cash flow generated by investment, types of financial reports and the like.
The item quitting management unit comprises an item quitting detail subunit and is used for managing information such as complete quitting time, a quitting scheme, a quitting strategy, a last quitting share ratio, a last quitting amount, a last quitting time, a last quitting mode and the like; the quit detail subunit is used for managing information such as project names, quit time, quit modes, quit prices, quit money, quit stock numbers, quit stock ratios, residual stock numbers, residual stock ratios, bargaining prices and the like; the quit scheme subunit is used for managing information such as file names, file formats, remarks, version numbers, file sizes, updaters, uploading time and the like; the project operation summary unit comprises a post-delivery report subunit used for managing information such as project names, file formats, remarks, version numbers, file sizes, updaters and uploading time; and the post-delivery evaluation subunit is used for managing information such as project names, evaluation time, evaluation contents and the like.
In the embodiment, the project basic information unit, the external data unit, the conference and delegation unit, the investment and return unit, the post-investment daily management unit, the financial and newspaper management unit, the project quitting management unit and the project operation summarizing unit are arranged in the post-investment management module, so that the classification and management of the information related to the right investment and the operation after investment are realized, and the efficiency of investment, operation and management of shares is improved.
In one embodiment, the detail information unit comprises an asset detail subunit, a protocol management subunit, and a file management subunit; the asset transaction management unit includes a transaction management subunit.
Specifically, the detailed information unit comprises an asset detail subunit for managing information such as asset names, investment variety, country of location, province of location, asset codes, accounting subjects and the like; the agreement management subunit is used for managing contract names, contract types, contract signing time, investment amount, party A, party B, remarks, key terms and items, payment arrangement and other information; the file management subunit is used for managing information such as file names, file formats, remarks, version numbers, file sizes, updaters, uploading time and the like; the asset transaction management unit comprises a transaction management subunit used for managing information such as financial asset names, budget years, cash flow directions, product transaction types, transaction time, transaction amounts, transaction shares, remarks and the like.
In the embodiment, the detailed information unit and the asset transaction management unit are arranged in the fund operation management module, so that the management efficiency of fund operation in equity investment is improved.
In one embodiment, the annual budget management unit includes an annual budget management subunit; the budget information table unit comprises a budget information table subunit; the decision amount completion condition unit comprises a decision amount completion profile subunit; the project budget use case element includes a project budget use case subunit.
Specifically, the annual budget management unit includes an annual budget management subunit for managing information such as a budget year, a fund to a policy fund, a local direct investment completion proportion, a fund to industry fund completion proportion, a subordinate unit fund increment completion proportion, a decision amount-actual (local direct investment), a decision amount-actual (fund to a policy fund), a decision amount-actual (fund to an industry fund), a decision amount-budget (subordinate unit fund), a decision amount-budget (local direct investment), a decision amount-budget (fund to a policy fund), a decision amount-budget (fund to a subordinate unit), a decision amount-budget (fund to an industry fund), an annual amount, and the like; the budget information table unit comprises a budget information table subunit and is used for managing information such as budget years, states, budget types, budget amounts of the latest year and the like; the decision-making amount completion condition unit comprises a decision-making amount completion overview subunit and is used for managing information such as annual budget, actual completion, completion proportion and the like; the project budget use condition unit comprises a project budget use condition subunit, and is used for managing information such as project names, current stages, financing rounds and planned financing amount of the current round.
In this embodiment, the annual budget management unit, the budget information table unit, the decision amount completion condition unit, and the project budget use condition unit, which are arranged in the annual budget management module, improve the preset management efficiency in the equity investment management process.
In one embodiment, the database in the equity investment operation management system includes a primary database and a secondary database.
Specifically, the database in the equity investment operation management system includes a primary database and a backup database, and the backup database is used for backing up data in the primary database.
In the embodiment, the storage reliability of the data in the equity investment operation management system is improved and the safety of the data in the equity investment operation management system is ensured by combining the main database and the standby database.
It should be noted that, the user information (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data for analysis, stored data, presented data, etc.) referred to in the present application are information and data authorized by the user or sufficiently authorized by each party.
It will be understood by those skilled in the art that all or part of the processes of the methods of the embodiments described above can be implemented by hardware instructions of a computer program, which can be stored in a non-volatile computer-readable storage medium, and when executed, can include the processes of the embodiments of the methods described above. Any reference to memory, database, or other medium used in the embodiments provided herein may include at least one of non-volatile and volatile memory. The nonvolatile Memory may include Read-Only Memory (ROM), magnetic tape, floppy disk, flash Memory, optical Memory, high-density embedded nonvolatile Memory, resistive Random Access Memory (ReRAM), Magnetic Random Access Memory (MRAM), Ferroelectric Random Access Memory (FRAM), Phase Change Memory (PCM), graphene Memory, and the like. Volatile Memory can include Random Access Memory (RAM), external cache Memory, and the like. By way of illustration and not limitation, RAM can take many forms, such as Static Random Access Memory (SRAM) or Dynamic Random Access Memory (DRAM), among others. The databases referred to in various embodiments provided herein may include at least one of relational and non-relational databases. The non-relational database may include, but is not limited to, a block chain based distributed database, and the like. The processors referred to in the embodiments provided herein may be general purpose processors, central processing units, graphics processors, digital signal processors, programmable logic devices, quantum computing based data processing logic devices, etc., without limitation.
The technical features of the above embodiments can be arbitrarily combined, and for the sake of brevity, all possible combinations of the technical features in the above embodiments are not described, but should be considered as the scope of the present specification as long as there is no contradiction between the combinations of the technical features.
The above-mentioned embodiments only express several embodiments of the present application, and the description thereof is more specific and detailed, but not construed as limiting the scope of the present application. It should be noted that, for a person skilled in the art, several variations and modifications can be made without departing from the concept of the present application, which falls within the scope of protection of the present application. Therefore, the protection scope of the present application shall be subject to the appended claims.
Claims (10)
1. The equity investment operation management system is characterized by comprising a client, a firewall, a server and a database, wherein the client comprises a pre-investment management module, a post-investment management module, a fund operation management module and an annual budget management module;
the pre-investment management module is used for managing early-stage project reserve warehouse entry forms, managing project standing forms, managing project early-stage work, managing right-to-stock investment project reserve warehouse entry forms, managing project investment decision items and managing right-to-stock investment project middle-stage items;
the post-delivery management module is used for managing basic information of post-delivery projects, managing external data of target companies related to the post-delivery projects, managing conferences and delegation information of the post-delivery projects, managing investment and return information of the post-delivery projects, managing daily information of the post-delivery projects, managing financial and newspaper data of the post-delivery projects, managing withdrawal information of the post-delivery projects and managing operation summary information of the post-delivery projects;
the fund operation management module is used for managing detailed information of fund operation and managing asset transaction;
the annual budget management module is used for managing annual budgets, a budget information table, decision amount completion status information and project budget use status information.
2. The system of claim 1, wherein the pre-commissioning management module comprises:
the system comprises a front-stage project reserve library management unit, a front-stage project reserve library management unit and a front-stage project reserve library management unit, wherein the front-stage project reserve library management unit is used for maintaining form information of a storage stage of a front-stage project reserve library, and initiating an approval process and uploading corresponding accessories;
the early decision management unit is used for maintaining project item setting form information and initiating a corresponding examination and approval process, and is also used for maintaining equity structure information and uploading corresponding accessories;
the early-stage work management unit is used for maintaining project scheduling forms, risk management and control information and uploading corresponding accessories;
the stock right investment project reserve library management unit is used for maintaining the form information of the warehousing stage of the stock right investment project reserve library;
the equity investment decision management unit is used for maintaining relevant information of a project investment decision form, a decision process, decision items, risk management and control and a target company equity structure, initiating an investment decision approval process and uploading a corresponding file;
and the stock right investment project middle-term management unit is used for maintaining signing and delivery form information, agreement information, expenditure information and right confirmation information and initiating an approval process for transferring the project to a post-investment project.
3. The system of claim 1, wherein the post-cast management module comprises:
the project basic information unit is used for displaying project basic information of the project after the project is thrown;
the external data unit is used for checking the industrial and commercial information and the public opinion information of the target company related to the project after the project is thrown;
the conference and delegation unit is used for summarizing and counting the delegation number and the conference number of each type of personnel, uploading a conference summary file and recording personnel delegation information;
the investment and return unit is used for checking the indexes of the project after the project is put into service, maintaining project expenditure, project recovery and account income information;
the post-delivery daily management unit is used for checking risk indexes and risk trigger details, and maintaining risk management and control information, protocol information, post-delivery inspection, marketing progress and change information of managers;
the financial and newspaper management unit is used for checking financial indexes and maintaining information of an asset liability statement, a profit statement and a cash flow statement;
the project quit management unit is used for checking and maintaining project quit details, quit details and quit scheme information;
and the project operation summary unit is used for inquiring the post-delivery report and maintaining the post-delivery evaluation information.
4. The system of claim 1, wherein the funding operations management module comprises:
the detailed information unit is used for maintaining asset detailed information and protocol management information and uploading related files for maintaining assets;
and the asset transaction management unit is used for checking important transaction management indexes and maintaining transaction detail information.
5. The system of claim 1, wherein the annual budget management module comprises:
the annual budget management unit is used for creating and managing annual budget amount;
the budget information table unit is used for checking the completion amount and the completion proportion of each budget type;
a decision amount completion condition unit for maintaining annual budget amounts of the budget types;
and the project budget use condition unit is used for checking the preset use condition of the associated project within the budget year.
6. The system of claim 2, wherein the early project reserve management unit comprises a project warehousing information management subunit, a stock right structure management subunit; the early decision management unit comprises an item establishment information management subunit, an item establishment file management subunit and an item establishment examination and approval subunit; the early work management unit comprises an all tone information management subunit, an all tone file management subunit and a risk management and control subunit; the stock right investment project reserve management unit comprises a project warehousing information management subunit; the equity investment decision management unit comprises a decision-making meeting management subunit and a decision-making file management subunit; the middle management unit of the equity investment project comprises an agreement management subunit, a project expenditure subunit, an authority confirming information management subunit and a file summarizing subunit.
7. The system of claim 3, wherein the project basic information unit comprises a project detail information subunit, a transaction core item subunit, an expected income expression subunit, a company governing situation subunit, a decision additional condition subunit, a planned quit scheme subunit, a pre-submission file aggregation subunit; the external data unit comprises a public opinion and business information subunit; the conference and delegation unit comprises a delegation number sub-unit, a conference information sub-unit, a conference summary file sub-unit and a personnel delegation sub-unit; the investment and return unit comprises an important index subunit, a project expenditure subunit, a project recovery subunit and an account income subunit; the post-projection daily management unit comprises a risk management and control information subunit, a risk index subunit, a risk triggering detail subunit, a protocol information subunit, a post-projection inspection subunit, a marketing progress subunit and an important manager change management subunit; the financial management unit comprises a financial key index subunit, an asset and debt statement subunit, a profit statement subunit and a cash flow statement subunit; the project quitting management unit comprises a project quitting detail subunit, a quitting detail subunit and a quitting scheme subunit; the project operation summary unit comprises a post-projection report subunit and a post-projection evaluation subunit.
8. The system of claim 4, wherein the detail information element comprises an asset detail subunit, a protocol management subunit, a file management subunit; the asset transaction management unit includes a transaction management subunit.
9. The system of claim 5, wherein the annual budget management unit comprises an annual budget management subunit; the budget information table unit comprises a budget information table subunit; the decision amount completion condition unit comprises a decision amount completion profile subunit; the project budget use case element includes a project budget use case subunit.
10. The system of claim 1, wherein the database in the equity investment operation management system includes a primary database and a secondary database.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202210569858.4A CN115063247A (en) | 2022-05-24 | 2022-05-24 | Equity investment operation management system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202210569858.4A CN115063247A (en) | 2022-05-24 | 2022-05-24 | Equity investment operation management system |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN115063247A true CN115063247A (en) | 2022-09-16 |
Family
ID=83197648
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202210569858.4A Pending CN115063247A (en) | 2022-05-24 | 2022-05-24 | Equity investment operation management system |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN115063247A (en) |
-
2022
- 2022-05-24 CN CN202210569858.4A patent/CN115063247A/en active Pending
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| Tennent | Guide to financial management: understand and improve the bottom line | |
| US20110218937A1 (en) | System and Methods for Management of Real Property | |
| US20100211522A1 (en) | Computer-Implemented Method For Evaluating an Investment | |
| EP1733341A1 (en) | Computer system and method for managing financial information | |
| US20070005461A1 (en) | Business tax organizing method and system | |
| US20130332324A1 (en) | Investment, trading and accounting management system | |
| CN105431878A (en) | System and method for automatically providing a/r-based lines of credit to businesses | |
| CN109214892A (en) | A kind of e-commerce platform management system | |
| CN107077667A (en) | System and method for carrying out charging processing in intercompany | |
| KR20200049491A (en) | Method for providing medical counseling service between insurance organization and specialist based on bigdata | |
| Vecchi et al. | Securing a better deal from investors in public infrastructure projects: insights from capital budgeting | |
| US20030208422A1 (en) | Computer system and method for selectively monetizing and trading the results of risk factor populations found in financial exposures | |
| Gourieroux et al. | Disastrous defaults | |
| Simmons | Securities operations: a guide to trade and position management | |
| US20170193607A1 (en) | Modified cash ledger basis for an accounting system and process | |
| CN112348650A (en) | Accounting account management system and device based on unitary account keeping | |
| Hašková et al. | Determining the price of the business share of a business in a group. | |
| Božović | Judicial efficiency and loan performance: micro evidence from Serbia | |
| CN115063247A (en) | Equity investment operation management system | |
| Bholat | Modelling metadata in central banks | |
| US20060149646A1 (en) | Method of processing investment data and making compensation determinations and associated system | |
| Tennent | The Economist Guide to Financial Management: Principles and Practice | |
| CN115063248A (en) | Private fund operation management system | |
| Tan et al. | The Influence of Corporate Governance to the Firm Performance in Logistics Industry | |
| Sudacevschi | Advantages And Risks Involved In Financing Companies Development Through The Capital Market |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination |