CN117196853A - Asset management digital system - Google Patents

Asset management digital system Download PDF

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Publication number
CN117196853A
CN117196853A CN202311158066.9A CN202311158066A CN117196853A CN 117196853 A CN117196853 A CN 117196853A CN 202311158066 A CN202311158066 A CN 202311158066A CN 117196853 A CN117196853 A CN 117196853A
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China
Prior art keywords
asset
management
subunit
data
contract
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CN202311158066.9A
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Inventor
张婕
黄辉
李晓君
朱勃
龚文辉
吴传
游贤波
廖倩
王伟
孙华
盘如镜
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CHONGQING CYBERCITY SCI-TECH CO LTD
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CHONGQING CYBERCITY SCI-TECH CO LTD
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Priority to CN202311158066.9A priority Critical patent/CN117196853A/en
Publication of CN117196853A publication Critical patent/CN117196853A/en
Pending legal-status Critical Current

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Abstract

The invention discloses an asset management digital system, which comprises a user layer, a network layer, an application layer, a service layer, a data layer and a resource layer; the user layer is used for providing data to be processed uploaded by the terminal; the network layer is used for providing network parameter settings, wherein the network parameters comprise API gateway authentication, black-and-white list limitation, access frequency control and unified authentication of user information; the application layer is used for carrying out department classification management, operation management and supervision management of various assets and realizing data visualization; the service layer is used for carrying out general component services, including a graph application, an ETL service and a space data storage service; the data layer is used for setting a business database, a space database and a file storage database; and the resource layer is used for calculating, storing and network constructing resource services. The invention creates a digitalized management mode of creating an asset account, managing a screen and laying out a picture, realizes the full period management of the asset and improves the management efficiency.

Description

Asset management digital system
Technical Field
The invention relates to the technical field of data management, in particular to an asset management digitizing system.
Background
The asset management plate of the group mainly has challenges and problems at three major levels of supervision, operation and platform:
supervision layer: various data mainly depend on manual statistics and off-line reporting before a meeting, and timeliness and effectiveness of the data are difficult to ensure; the operational assets have large volume, and the dimensions of lease price, lease period, lease-free period, deposit, and the like of each contract are inspected one by manpower, so that the workload is huge; staff manually count various report data every day, and time and effort are consumed.
Operation level: the design logic of the original resource management system mainly carries out operation management around shops, but with the diversification of the property states of the group assets, the original system is difficult to adapt to the assets of other property states; the related information and data of the assets can not be seen by the original company after the assets are transferred, which is not beneficial to audit and investigation.
Platform layer: some contracts adopt the condition of signing off-line and then complement, and the possibility of yin-yang contracts exists; the method has the advantages that no data mark is left in the recruitment process, so that the recruitment process is difficult to manage and control, and analysis and guidance of the recruitment are not facilitated; all the systems are mutually split, and the mutual transmission of data can not be realized.
At present, asset management systems exist in the market, such as asset systems of companies such as relatively well-known Ming Yuan and Jinzhui, but most of these asset management systems are oriented to land, houses and fixed assets, and do not conform to actual asset management services of domestic enterprises (such as property groups, urban throwing groups, heavy development and the like). Assets of national enterprises include various asset types such as business types (land, house, etc.), non-business types (cultural relics, construction projects, etc.), public welfare types (roads, overpasses, bridges, tunnels, etc.). The present market asset systems are limited to asset card management, contract management and billing, which are only used as management key points, in the asset management process, not only are the bottoms of the houses required to be cleared, but also the assets are required to be managed in terms of safety aspects such as inspection, maintenance and the like according to the actual management requirements of the assets, wherein the mode of purchasing and disclosing the sponsor is required to be rented in the operation process of the operation type assets according to national asset supervision requirements.
Disclosure of Invention
Aiming at the technical problem that the asset management function in the prior art cannot effectively solve the problem of disorder of group asset management, the invention provides an asset management digitizing system, which is characterized in that asset digitizing, service on-line and data visualization are constructed by constructing an asset management framework, so that the full-period management of 'one asset and one file' of assets is realized, a digitizing management mode of 'one asset and one account, one screen and one map of the management' is innovatively constructed, and the management efficiency and the comprehensiveness of asset management are improved.
In order to achieve the above object, the present invention provides the following technical solutions:
an asset management digitizing system comprises a user layer, a network layer, an application layer, a service layer, a data layer and a resource layer; wherein,
the user layer is used for providing data to be processed uploaded by the terminal;
the network layer is used for providing network parameter settings, wherein the network parameters comprise API gateway authentication, black-and-white list limitation, access frequency control and unified authentication of user information;
the application layer is used for carrying out department classification management, operation management and supervision management of various assets and realizing data visualization;
the service layer is used for carrying out general component services, including a graph application, an ETL service and a space data storage service;
the data layer is used for setting a business database, a space database and a file storage database;
and the resource layer is used for calculating, storing and network constructing resource services.
Preferably, the data types provided by the user layer include structured data, vector data, binary file data;
the structured data is service data and is stored in a service database SQLserver of the data layer;
the vector data are two-dimensional data, mainly asset positioning graphics, and are stored in a spatial database of the data layer;
The binary file data are pictures, documents and videos and are stored in a file storage database of the data layer.
Preferably, when the system is applied to a platform end, an application layer is provided with a user management module, a department management module, an approval process management module, a data dictionary management module and an early warning module; wherein,
the user management module is used for classifying users, distributing different authorities according to classification results, and simultaneously adding, deleting, modifying and checking records;
the department management module is used for setting different management departments, carrying out authority configuration on the different departments, and carrying out record checking management on the addition, deletion, modification and record checking of the department information;
the approval process management module is used for configuring corresponding approval processes and configuring corresponding approval personnel;
the data dictionary management module is used for carrying out type new addition in the data dictionary list when a plurality of options exist in the same field in the service data, realizing sub-option addition and subtraction for the corresponding types, and sequencing and encoding different data types;
the early warning module is used for setting a template for data parameters needing early warning, wherein the template comprises early warning threshold value setting and early warning receiver setting; and when certain data is larger or smaller than the early warning threshold value, an alarm is sent out, and alarm information is sent to the mobile terminal of the early warning receiver.
Preferably, the department management module includes an asset management unit, an operation monitoring unit, and a business analysis unit.
Preferably, the asset management unit comprises an asset warehouse management subunit, an asset value classification subunit, an asset allocation subunit, an asset consignment subunit, an asset disk point subunit, an asset disposal subunit and an asset archive subunit; wherein,
the asset warehousing management subunit is mainly responsible for classifying and warehousing basic information of different types of assets, and realizes the input, information updating and asset information inquiry of the assets;
the asset value classification subunit is used for automatically classifying and grading the assets according to the collection rate, the revenue amount, the asset position and the asset distribution condition of the assets, wherein the classified and graded assets comprise high-quality assets, low-efficiency assets and invalid assets;
the asset transfer subunit is used for setting an asset transfer task, initiating unit making, uploading transfer schemes, transferring a list and checking, transferring the transfer task to a receiving unit for checking after the transfer scheme and the transfer list pass, and enabling the asset to enter a state to be received after the checking flow is finished;
the asset consignment subunit is used for setting an asset consignment task, initiating a unit to make, uploading an allocation scheme and a handover list, and after the consignment task passes the audit, transferring the consignment task to a receiving unit for audit, and after the audit flow is finished, enabling the asset to enter a state to be received;
The asset counting subunit is used for setting a counting unit, a current counting project/asset, counting start-stop time and the like, and generating a task detail table of the counting task; verifying the corresponding asset according to the task detail list, and recording the problems found in the verification process correspondingly;
the asset disposal subunit is used for setting an asset disposal list, carrying out scrapping/removing or selling change and disassembling application on the asset, executing approval and approval procedures, and recording and displaying an execution flow;
the asset file subunit is used for establishing file records for the renting, reporting, bidding, contract, payment condition, inventory condition, maintenance condition, transfer condition, entrusting condition, value condition and disposal condition of the business asset.
Preferably, the operation monitoring unit comprises a quotation management subunit, a contract management subunit, a financial management subunit and an operation safety management subunit; wherein,
the bidding management subunit is used for setting a resource list to be leased, a bidding scheme, a bidding and a guest management list;
the contract management subunit is used for setting contract basic information, wherein the contract basic information comprises fixed lease contract information, a contract template, a signing flow, contract intelligent fee calculation, contract change, lease return and account information management list;
A financial management subunit for setting a balance management list, a responsibility allocation and a bill detail;
the balance management list is mainly used for managing and checking the balance details of the deposit and the lease and the return records of the deposit, carrying out detail screening on time intervals, sub-projects and sub-assets, and simultaneously carrying out account checking with finance to prompt the account of the problem in time;
the equity amortization is mainly to manage property rights and authority rights of the management rights, and to count income conditions of the property rights and authority rights according to different management equity amortization;
the bill detail is mainly that after the contract is signed, a contract bill is automatically generated according to conditions, and the bill list displays bill information of each period and comprises the payment cost; if the user does not pay the fees, the fee is classified as arrearage management, arrearage details are generated, and early warning is pushed to corresponding project management personnel; the financial staff charges through the bill detail list, and the charging mode comprises off-line and intelligent POS machine, and the on-line toll payment is carried out by an on-line toll enterprise;
and the operation safety management subunit is used for establishing a wind control system and detecting the risks of the asset, including asset empty early warning, financial overdue early warning and contract violation early warning.
Preferably, the contract management flow of the contract management subunit is:
corresponding contract templates are called, an online lease contract is directly generated according to the area of the asset, lease price and tenant information, intelligent fee calculation is carried out, and online electronic signature is carried out on the two parties;
auditing the established lease contract;
after the contract approval is completed, a first-period bill of the lessee is automatically generated, and the lessee pays the first-period lease and the performance guarantee on line;
after the fee payment is completed and no problem is confirmed, the lessee confirms that the residence procedure is transacted online;
during renting of the lessees, when the information of the lessees changes, the changed information needs to be submitted for verification, and after the verification passes, new renting contracts and related fees are regenerated, and meanwhile, the renting of the prior shops is relieved;
after the contract expires, submitting a lease return application, after the lease return application passes the audit, confirming the lease return application offline, uploading the lease return information in the system, generating a settlement bill by the system after the information is filled out, and automatically deducting or returning the deposit by the system when the lessee confirms the bill information online and confirms payment.
Preferably, the business analysis unit comprises a patrol management subunit, a maintenance management subunit, a visualization subunit and a report management subunit; wherein,
The patrol management subunit is used for setting patrol tasks and patrol personnel management lists;
the maintenance management subunit is used for setting maintenance tasks and maintenance personnel management lists;
the visualization subunit dynamically displays various indexes and data of the group asset plates in real time, wherein the indexes and data comprise asset basic conditions, operation conditions and financial conditions;
and the report management subunit is used for generating a report for the assets of the group, wherein the report comprises an asset analysis report, a contract analysis report, a financial analysis report and a custom report.
Preferably, the management flow of the inspection management subunit is as follows:
the inspection is divided into different types such as daily operation inspection, fire safety inspection, branch renting inspection and the like, and different inspection contents can be set for the system aiming at different types of inspection. The mobile terminal is required to check the fire safety on site against the fire safety setting, and the mobile terminal is required to compare whether the position of the fire safety setting is correctly placed or not, if the fire safety facility is expired, the system automatically gives an early warning to remind a safety manager to replace equipment in time; aiming at branch renting inspection, inspection personnel need to compare the business state and business license conditions on site, and timely check whether the merchant breaks the branch renting.
After the inspection task is issued, the inspection task is automatically pushed to related staff, in the inspection task period, an inspection condition triggering mechanism (positioning, punching cards and photographing and uploading inspection pictures in the inspection point position range, the system provides a watermark camera function, photographing places and photographing time can be obtained), and the system can automatically remind corresponding management staff when inspection work is not completed;
generating a patrol standing book list for patrol process data of which the patrol task is completed;
recording the found inspection problem condition, automatically generating an inspection report repair list, and pushing the inspection report repair list to a maintenance management subunit;
after the correction of the inspection problem is completed, pushing the inspection result to inspection personnel for checking and confirmation, and submitting maintenance evaluation.
Preferably, when the system is applied to a mobile terminal, the user management module classifies users into two types, including an internal account and a registered account;
the mobile terminal home page of the registered account is designed to be a public display of a sponsor and a display of part of asset information to be leased, so that a user can conveniently check the rentable asset information;
the mobile terminal home page of the internal account is designed to be displayed by an information presentation, the condition of project assets is grasped dynamically in real time, and the presentation content is divided into three types:
financial presentation: real-time analysis of corresponding renting, real renting, free renting amount, collection rate, timely receipt rate and account-in-demand age;
Operation briefing: real-time monitoring and analyzing the rate of renting, the number of free rents, the number of new signs, the number of rents to be returned, the number of contracts to be executed, the loss of idle places and the lawn efficiency;
asset presentation: and (3) monitoring and analyzing the total area of the assets, the classification duty ratio of the assets, the duty ratio of the amateur type, the number of the assets and the distribution condition of the assets in real time.
In summary, due to the adoption of the technical scheme, compared with the prior art, the invention has at least the following beneficial effects:
the asset digital management system is mainly oriented to asset management of national enterprises, so that asset visualization, flow standardization and service on-line are realized, information circulation between a group and each operation company is accelerated, service efficiency is improved, and services are reasonably and comprehensively developed with high efficiency;
the entrance and the exit of the asset management are unified, and the utilization rate of the asset is improved through standardization;
the networked information sharing and real-time monitoring are realized, and the execution process can be tracked and traced;
the data authority is defined, the information security is ensured, the comprehensive data analysis and presentation are realized, the 'supervision' view angle is created, and the supervision work of the group high-rise leader and the group asset operation department is supported;
the effective connection of the asset management business before and after executing the data is realized; resource integration allows management of assets, contracts, fees, projects, etc. to be interconnected.
Description of the drawings:
FIG. 1 is a schematic diagram of an asset management digitizing system according to an exemplary embodiment of the invention.
Fig. 2 is a schematic diagram of data types provided by a user layer according to an exemplary embodiment of the present invention.
Fig. 3 is a schematic diagram of an application layer structure according to an exemplary embodiment 1 of the present invention.
Fig. 4 is a schematic diagram of an application layer middle door management module structure according to an exemplary embodiment 1 of the present invention.
Fig. 5 is a schematic diagram of an asset management unit in an application layer middle door management module according to an exemplary embodiment 1 of the present invention.
Fig. 6 is a schematic structural diagram of an operation monitoring unit in an application layer middle gate management module according to an exemplary embodiment 1 of the present invention.
Fig. 7 is a schematic flow diagram of a contract management subunit according to an exemplary embodiment 1 of the invention.
Fig. 8 is a schematic diagram of a traffic analysis unit according to an exemplary embodiment 1 of the present invention.
Fig. 9 is a schematic flow chart of a patrol management subunit according to an exemplary embodiment 1 of the invention.
Detailed Description
The present invention will be described in further detail with reference to examples and embodiments. It should not be construed that the scope of the above subject matter of the present invention is limited to the following embodiments, and all techniques realized based on the present invention are within the scope of the present invention.
In the description of the present invention, it should be understood that the terms "longitudinal," "transverse," "upper," "lower," "front," "rear," "left," "right," "vertical," "horizontal," "top," "bottom," "inner," "outer," and the like indicate orientations or positional relationships based on the orientation or positional relationships shown in the drawings, merely to facilitate describing the present invention and simplify the description, and do not indicate or imply that the devices or elements referred to must have a specific orientation, be configured and operated in a specific orientation, and therefore should not be construed as limiting the present invention.
As shown in FIG. 1, the present invention provides an asset management digitizing system comprising a user layer, a network layer, an application layer, a service layer, a data layer, and a resource layer.
And the user layer is used for providing an access channel to upload data to be processed (comprising a PC end and a mobile end), so that the user can operate conveniently, and the convenience is improved.
The network layer is used for providing network parameter setting, wherein the network parameter comprises operation services such as API gateway authentication, black-and-white list restriction, access frequency control, unified authentication of user information and the like, and the safe transmission of network data is ensured.
And the application layer is used for carrying out classified management, operation management and supervision management on various assets and realizing data visualization.
The service layer is used for performing system display of the plug-in service required by the system, and comprises a map application, an ETL service, a space data storage service, a workflow, a big data analysis tool and the like, such as map service, workflow service and the like required to be called by the map display.
The data layer is used for setting a service database, a space database and the like; the business database is used for storing asset basic data, business data, contract data, bill data, maintenance data, inspection data and the like; the space database stores space data information of the assets, such as coordinates of the assets and attribute information of the space, for making a graph display.
And the resource layer is used for storing infrastructure equipment to which the system deployment belongs and comprises a server, network resources and the like.
In this embodiment, as shown in fig. 2, the data types provided by the user layer include structured data, vector data, and binary file data such as pictures, documents, and videos. Each type of data is stored in different databases, so that the data can be conveniently and quickly fetched when needed, the time is saved, and the working efficiency is improved.
The structured data is service data, and the service data is stored in a service database SQLserver of the data layer;
The vector data is two-dimensional data, mainly asset positioning graphics; the two-dimensional data is required to be stored in a spatial database of a data layer, and meanwhile, an adding/deleting/modifying interface of the GIS application is called for management;
binary file data such as pictures, documents, videos and the like are stored in a file storage database of the data layer.
Example 1:
when the system is applied to a platform end.
As shown in fig. 3, the application layer is provided with a user management module, a department management module, an approval process management module, a data dictionary management module and an early warning module; wherein,
the user management module is used for classifying users, distributing different authorities (including but not limited to browsing authorities and login authorities) according to classification results, and managing addition, deletion, modification, record checking and the like; the users include business personnel, market client personnel, unregistered guest personnel, and the like.
The platform end is provided with an account password login function, and the mobile end is provided with a visitor login function. If the platform end user configures the mobile end authority, the mobile end can log in to operate corresponding service, and if the platform end user does not configure the mobile end authority, the platform end user can only log in.
The department management module is used for setting different management departments according to group users, users of various operation companies, market clients and the like, carrying out authority configuration on the different departments, ensuring the safety of system data and carrying out record checking management on the department information.
The approval process management module is used for configuring corresponding approval processes, and the approval processes can be one or two; different approval process stages are used for configuring corresponding approval personnel.
And the data dictionary management module is used for carrying out type new addition (such as contract type, land use right type, land use, inspection state, house use, house structure, lease counting mode, asset type and the like) on the data dictionary list when a plurality of options exist in the same field in the service data, realizing sub-option addition and subtraction for the corresponding types, and sequencing and encoding different data types.
In this embodiment, the sub-options of contract type include housing, business, garage; sub-options of land use types include let-off, transfer; sub-options for land use include other business venues, commercial services, residential land; sub-options of the inspection state comprise normal and abnormal; sub-options of the house structure include reinforced concrete, brick-concrete, etc.; sub-options of the rental mode include the area inside the sleeve and the building area; sub-options for asset types include business, garage, corollary, residential, other, public welfare, etc.
The early warning module is used for setting a template for data parameters needing early warning, such as early warning threshold value setting and early warning receiver setting; and when certain data is larger or smaller than the early warning threshold value, an alarm is sent out, and alarm information is sent to the mobile terminal of the early warning receiver.
In this embodiment, as shown in fig. 4, the department management module includes an asset management unit, an operation monitoring unit, and a business analysis unit.
Further, as shown in fig. 5, the asset management unit includes an asset warehouse management subunit, an asset value classification subunit, an asset allocation subunit, an asset commission subunit, an asset disk spot subunit, an asset disposal subunit, and an asset archive subunit.
In this embodiment, the asset warehousing management subunit is mainly responsible for classifying and warehousing basic information of different types of assets (including operational assets, public welfare assets, intangible assets, assets after equity investment, and other types of assets), so as to implement operations such as asset input, information update, asset information query, and the like. When the assets are put in storage, the source condition of the assets is recorded, the storage assets can be newly added assets, or the assets transferred by the business such as transfer, entrustment and the like, and when the transferred assets are received, the information such as the source type, source units, receiving transfer time, receiving file list, receiving the legacy problem list of the assets, and the like is recorded, so that the legacy risk is continuously followed.
Basic information, value information, property information, reception information, security information, mortgage information, etc. are mainly registered for operational assets (including businesses, garages, corollary houses, farmer markets, houses, temporary leases, etc.).
Basic information, value information, property information, reception information, etc. are mainly registered for public welfare assets (including cultural relics, roads, overpasses, bridges, tunnels, etc.).
For intangible assets (including patent certificates, trademarks, copyright registration, software product certificates and the like), firstly establishing an intangible asset management system, and establishing an online intangible asset input ledger, wherein input information is approximately basic information, distribution information, valuation information and the like; the group intangible asset measure is then presented in aggregate.
For the assets after the equity investment, basic information (such as investment main body, investment proportion, board meeting record, feasibility demonstration report and the like), financial information (enterprise equity basic condition, foundation investment condition), participating company information (participating company accumulated equity condition, participating company accumulated investment income condition and the like) and the like are mainly registered, the information of participating company also needs to be improved, industry and commerce change information, important information disclosed by the marketing company and the like, corresponding management account is formed for the registered information, and a quarter financial report of the participating company and a participating company equity list are automatically generated.
Other assets (including construction projects, facility equipment, office supplies, vehicles, others, etc.), mainly register basic information, value information, property information, etc.
In this embodiment, the asset value classification subunit is configured to automatically classify and rate the asset according to parameters such as a collection rate, a revenue amount, an asset location, an asset distribution condition, and a calculation method (e.g., an asset benefit rate) of the asset, where the rating includes a premium asset, a low-efficiency asset, and an ineffective asset.
High-quality assets: the continuous optimization is strong, and the management risk in the process is focused.
Low efficiency assets: different survival modes can be matched, and the asset operation benefit is improved; such as by old changes, handling history carry-over problems, or introducing professional operators to inventory inefficient assets; for an asset with weak disc activity, a disposition exit may be considered.
Invalidating the asset: considering whether an asset is capable of live, if live is weak, a disposition exit may be considered.
The new classification rating is fed back to the business system to form a new business plan of the asset, a new closed loop is entered, and the power-assisted group is continuously used for realizing the optimal layout of the asset.
In this embodiment, the transferring subunit, configured to set a transferring task (including external transferring and internal transferring) may be initiated by the receiving unit or may be initiated by the marking unit. Initiating unit establishment, uploading data such as a transfer scheme, a handover list and the like, transferring a transfer task to a receiving unit for checking after the unit checking is passed, and enabling the asset to enter a state to be received after the checking flow is completed; when the receiving unit receives the asset, the receiving unit needs to verify and perfect the property information, the management information and the like of the asset, and the transfer procedure and flow of the asset are completed after the transfer list is free of errors.
In this embodiment, the asset delegation subunit is configured to set an asset delegation task (including external delegation and internal delegation), and may be initiated by a delegation unit or a delegated unit. Initiating data such as unit formulation, uploading entrusting schemes, handover lists and the like, transferring entrusting tasks to receiving unit auditing after the passing of unit auditing, and enabling the asset to enter a to-be-received state after the completion of the auditing flow; when the receiving unit receives the asset, the receiving unit needs to verify and perfect the property information, the management information and the like of the asset, and completes the asset commission procedure and flow after the transfer list is error-free.
In this embodiment, the asset counting subunit is configured to set a counting unit, a current counting item/asset, a counting start-stop time, and the like, and generate a task list of a counting task. The inventory task can be initiated by group management personnel or by each operation; the execution unit verifies the corresponding asset according to the task list, performs corresponding records on the problems found in the verification process, and performs corresponding business operation in time if the actual asset is inconsistent with the system asset. The asset inventory is to check the condition of the accounting asset and the actual asset, and is used as the task check of the asset transfer, the asset commission and the asset disposal work.
In this embodiment, the asset handling subunit is configured to set an asset handling list, apply for handling, such as scrapping/removing, selling, disassembling, etc., to an asset, evaluate an asset to be handled, strictly execute approval and approval procedures, record and display an execution flow, etc.
In this embodiment, the asset file subunit is configured to establish a perfect file record for business processes such as renting, reporting, bidding, contracting, paying, checking, maintaining, transferring, entrusting, value, and disposing of an operational asset.
Further, as shown in fig. 6, the operation monitoring unit includes a recruitment management subunit, a contract management subunit, a financial management subunit, and an operation security management subunit.
In this embodiment, the vendor management subunit is configured to set a list of resources to be leased (location, distribution, idle time), a vendor solution, a bid, and a vendor management list.
After the scheme of the shop is released, the client can check the information of the shop under the scheme on line, besides displaying the text information of the shop, the actual environment of the shop can be displayed through the photo and VR, so that the client can more intuitively know the asset information; the client can check the recruitment scheme by an applet or by scanning the asset two-dimensional code offline.
All the renting of the business assets are bid by a public renting mode by the system, human factors in renting behaviors are minimized, a public, fair and fair renting opportunity is provided for each tenant, and marketization, standardization and cationization of the renting work of the business assets are realized.
The client management list is used for managing client information of each item of assets, wherein the client is provided with enterprise clients and personal clients, and the clients can check asset information rented under own names in the client management list and can score and evaluate the management condition of the item assets in the list; meanwhile, each operation company can also score and evaluate the quality condition of the clients.
In this embodiment, the contract management subunit is configured to set rental price information, a contract template, a signing process, and a ledger information management list of the asset.
In this embodiment, after the lease price information is evaluated according to market conditions, a policy base price is set for each asset, and when a contract is signed, the cost is automatically calculated according to the lease area and the lease price, and meanwhile, whether the lease price of the contract is lower than the policy base price and the price of the previous contract can be monitored, early warning prompt can be timely carried out on the illegal price, and one-house monovalent management is achieved.
And simultaneously, solidifying a contract signing process in the system, combing standard compound same templates, classifying various assets according to the contracts, bringing different types of contract templates into system management, and automatically generating contract texts of the corresponding assets by the system after filling necessary information, so that one-key jacking of the contract texts can be realized, and standardization of the contracts is realized.
In this embodiment, as shown in fig. 7, the contract management flow specifically includes:
each operation company and client signs corresponding lease contract on the network, according to the type of the leased asset, the system calls corresponding contract template, according to the area of the asset, lease price, information of lessees, etc., directly generates online contract, intelligent fee calculation, both sides carry out online electronic signature, and electronic contract is reserved, if the lessees need, the electronic contract can be printed;
auditing the established lease contract, and checking the related information of asset lease;
after the contract approval is finished, a first-period bill of the lessee can be automatically generated, the lessee can pay first-period lease fees and performance deposit, and the deposit paid in the bidding stage can be converted into first-period payment fees; after the fee is paid, a ticket is automatically generated, if a special ticket is required, the application can be carried out on line, and after the application passes, the special ticket can be downloaded on line;
After the fee is paid, the personnel can take the line to carry out the paying-off, and after no problem, the lessee confirms on line that the parking procedure is transacted.
In this embodiment, during renting of the lessees, when the lessee information changes, the change information of the personnel can be applied online, and the change information needs to be submitted to corresponding asset management personnel for verification. During renting of lessees, when some unavoidable reasons appear in shops or the demand of changing shops exists, a change lease application can be proposed on line, after verification of related personnel is passed, new lease contracts and related fees can be regenerated, and meanwhile, the prior shops lease is relieved.
In this embodiment, the system provides a function of limiting and reminding key indexes of a contract, related asset management personnel can set different contract expiration time reminders according to management modes of different projects and different assets, and before the contract expires, the related personnel are reminded of messages through multiple terminals, and by generating a contract expiration notice, written issued to corresponding lessees, litigation notices (lawyer letters) can be generated and sent offline to the related lessees.
In this embodiment, contract suspension includes:
1. expiration end: when the contract is normally expired, the lessee can submit a re-lease application or a return lease application, fill in relevant data and submit an audit.
2. Non-expiration end: the contract needs to be contracted in advance or delayed, the non-expiration end can be initiated by a lessee, or by a manager, the contract is filled after the expiration time negotiation, the system automatically performs the expense settlement, and the system submits the audit after filling the related lease return data.
3. After the renting application passes, the personnel confirms the paying-off on line, and uploads the paying-off data in the system, after the information is filled out, the system generates a settlement bill, and when the renter confirms the bill information on line and confirms the payment, the system automatically withholds or returns the deposit. After the fee is paid, the ticket is automatically generated, if a special ticket is needed, the application can be carried out on line, and after the application passes, the special ticket can be downloaded on line.
In this embodiment, to ensure the complete consistency of online contracts, MD5 algorithm is used for verification.
In this embodiment, the ledger information management list is mainly used for recording projects, querying rented asset information, and checking distribution information, position information, renting amount, renter condition and the like of the asset.
In this embodiment, the financial management subunit is configured to set a balance management list, a rights and interests allocation, and a bill specification.
The balance management list is mainly used for managing and checking the balance details of the deposit and the lease and the return records of the deposit, carrying out detail screening on time intervals, sub-projects and sub-assets, and simultaneously carrying out account checking with finance and prompting the account of the problem in time.
The equity amortization is mainly to manage rights of property parties and management rights of the assets, and to count income conditions of the assets according to different management equity amortization, so that the situation that the same asset is simultaneously incorporated into respective income summaries by multiple parties and final income mismatch is avoided.
The bill detail is mainly that after the contract is signed, a contract bill is automatically generated according to conditions, and the bill list displays bill information of each period and comprises the payment cost. If the user does not pay the fees, the method is classified as arrearage management, arrearage details are generated, and early warning is pushed to corresponding project management personnel; financial staff can charge through bill list, the charging mode is: off-line, intelligent POS machine, on-line Chongqi pay fee, etc.
In this embodiment, the operation security management subunit is configured to establish a wind control system, and detect risk of the asset.
The wind control system comprises asset risk, contract risk, client risk and financial risk; wherein,
Asset risk includes asset empty risk and asset security hazard early warning:
1. asset empty risk: before the contract expires, the system can intelligently and hierarchically early warn, such as automatic prompt of three months, two months and one month before the expiration, and the system is changed from the previous' people to be found. Business personnel can conduct planning renewal or resale in advance according to the prompt, the idle time of the asset is reduced, and the asset benefit is improved.
2. Asset potential safety hazard early warning: the method mainly comprises the steps of generating corresponding asset inspection reports according to the inspection condition of the assets, summarizing and displaying hidden danger problems, and knowing the hidden danger of the assets in real time.
The contract risk is mainly managed and controlled by the management and control requirements of management and control, such as early warning and identification are carried out on the dimensions of renting, free renting, guaranteeing and the like by the system, the contract with the compliance risk is rapidly positioned, the risk is rapidly touched to the relevant leader through a mobile report of a mobile phone, and management compliance is guaranteed.
The financial risk is mainly a rent overdue condition, threshold value reminding is set for overdue amount and overdue customer number, overdue conditions can be sent to related leaders through mobile phones every week, financial overdue risk is controlled, manual intervention is timely arranged, and online and offline synchronous money-forcing measures are adopted.
The client risk is mainly to establish a client evaluation asset credit list, the use condition, maintenance condition, rent payment condition and the like of the asset to judge whether the client has actions of damaging the asset, defaulting the rent and the like, so as to judge the quality condition of the client.
Further, as shown in fig. 8, the business analysis unit includes a patrol management subunit, a maintenance management subunit, a visualization subunit, and a report management subunit.
In this embodiment, the patrol management subunit is configured to set a patrol task and a patrol personnel management list; the patrol task comprises a patrol period, patrol contents, patrol points and the like, and periodically checks the security of the fire fighting and the split renting conditions; and the patrol personnel management list records the information of the patrol personnel of each item of property.
As shown in fig. 9, the flow of the inspection task specifically includes:
the inspection is divided into different types such as daily operation inspection, fire safety inspection, branch renting inspection and the like, and different inspection contents can be set for the system aiming at different types of inspection. The mobile terminal is required to check the fire safety on site against the fire safety setting, and the mobile terminal is required to compare whether the position of the fire safety setting is correctly placed or not, if the fire safety facility is expired, the system automatically gives an early warning to remind a safety manager to replace equipment in time; aiming at branch renting inspection, inspection personnel need to compare the business state and business license conditions on site, and timely check whether the merchant breaks the branch renting.
After the inspection task is issued, the inspection task is automatically pushed to related staff, in the inspection task period, an inspection condition triggering mechanism (positioning, punching cards and photographing and uploading inspection pictures in the inspection point position range, the system provides a watermark camera function, photographing places and photographing time can be obtained), and the system can automatically remind corresponding management staff when inspection work is not completed;
generating a patrol standing book list for patrol process data of which the patrol task is completed;
the staff records the found problem conditions, the found problem can automatically generate a patrol report and repair list, and the patrol report and repair list is linked with the engineering maintenance and management module, and the patrol problem is automatically pushed to the engineering maintenance for modification;
after the inspection problem is rectified, the rectified condition is pushed to inspection personnel for checking and confirmation, and maintenance evaluation is submitted.
In this embodiment, the maintenance management subunit is configured to set a maintenance task and a maintenance personnel management list; and the maintenance personnel management list is used for recording the maintenance personnel information of each item property, and registering the maintenance personnel information of the relevant maintenance responsibility main body for the item in the warranty period.
The maintenance task flow is specifically as follows:
During the inspection process, workers find hidden danger and can report and apply for repair in the inspection result; during the residence period, when the customer finds out the hidden trouble condition of the asset, the customer can submit the report and repair application online, and when the report and repair application is finished, the customer needs to take a photograph of the site condition and upload the scene condition;
after receiving the report and repair application, automatically assigning corresponding staff (short distance and idle time) for in-situ inspection, verifying the condition to be repaired, and filling in a complete maintenance type list and the condition of expected required maintenance materials;
maintenance is divided into two cases:
1. the maintenance responsibility main body is a non-company, and is contacted with the relevant responsibility main body to carry out maintenance and supervision, so that acceptance is ensured after error is avoided.
2. The maintenance responsibility main body is a company, a corresponding maintenance application flow is required to be executed, after the maintenance condition is verified, related staff compiles a maintenance scheme to apply for maintenance stand, after the application passes, price checking is carried out on a maintenance material quotation, if the personnel of the company can maintain by themselves after the price checking is finished, a bill is sent to the company for maintenance, if the stand is required to determine a maintenance unit, the system provides a bidding function, a bidding document is uploaded, the bidding invitation letter can be issued on line for an opinion unit, bidding guarantee is paid on line to participate in bidding, the unit with successful bidding is carried out on site, and after the time is determined by both parties, the maintenance is carried out on site. In the case of stand maintenance, quality assurance records are required to be made in the system, and if quality problems occur in the quality assurance period, responsibility institutions are required to be contacted for maintenance.
After maintenance is completed, the maintenance quality is evaluated by relevant maintenance reporting personnel, and maintenance records are reported by clients; the system automatically pushes the maintenance evaluation fill-in link to the associated repair man.
In this embodiment, the visualization subunit dynamically displays various indexes and data of the group asset blocks in real time, including the basic asset condition, the operation condition, the financial condition, and the like, and the data can penetrate to subordinate operation companies and projects, so that the high-level leader can dynamically, accurately and multi-scene know the current situation of group asset operation in real time.
The index content is as follows:
first category: asset size index, project number, asset area (management area, title area), rentable area, status duty, etc.
The second category: business performance indexes such as leased area, newly added vendor area, leasing rate, each status leasing rate, each company leasing rate, each project leasing rate, etc.
Third category: financial income index, lease average price, accumulated real lease, collection rate, receivable income, real income, etc.
Fourth category: the operation index is used for executing contract quantity, new contract quantity, renting-back rate and the like.
In this embodiment, the report management subunit is configured to generate a report for the assets of the group, so that the report is convenient to view. The report forms comprise an asset analysis report form, a contract analysis report form, a financial analysis report form and a custom report form.
The system can provide different analysis reports such as a free area analysis list, a contracted asset which can not be leased, a free area detail list of each asset, an asset month report, a real estate development and sale asset detail list, an asset analysis summary-title party, a lease asset list and the like according to the asset analysis requirements of groups or operation companies. The report is presented in a tabular form, a graph form, or the like.
The system can provide contract analysis reports such as contract due unsettled, contract settlement monitoring tables, receipts and spread monitoring tables and the like according to contract analysis requirements of groups or operation companies, and the reports are displayed in form of tables, graphs and the like.
The system can provide financial analysis reports such as lease asset analysis, withdrawal efficiency monitoring, cashier day reports and the like according to financial analysis requirements of groups or operation companies, and the reports are displayed in a form of a table, a graph and the like.
The customized report forms can provide customized inquiry field information according to the service inquiry requirements of groups or operation companies, and the manager inquires and displays different report form data in a combined way according to different field information.
In this embodiment, a graph of the service layer is applied as follows:
the system is connected with a unified GIS platform, the attribute information of the project assets is bound on the map, the position information, the distribution condition and the like of the project assets are inquired through the map, the position information and the surrounding condition of the project assets are intuitively displayed on the map, after the projects are selected on the map, the specific basic information of the project assets can be checked, meanwhile, the VR effect map can be connected, and the actual condition of the assets can be checked without dead angles.
In this embodiment, the application layer also includes a security module, including a file hierarchical management unit, a watermark embedding unit, and a watermark extracting unit, which are configured to track a file, where the flow is as follows:
the method comprises the steps that contracts managed in a system or other documents downloaded through the system are identified through a file hierarchical management unit, and authorization range and attribution information of the files are determined;
then, the file is embedded with authority information such as user identity and the like through a watermark embedding module;
finally, the file with the watermark is stored or printed out through a virtual printing technology.
If unauthorized circulation and reading are found for the paper file after printing and outputting, after the document is digitized through scanning and photographing, the ID of the compromised user is analyzed through the watermark extraction module and the user information identification module, and circulation tracking after printing and outputting of the electronic file is completed.
The system adopts the invisible watermark technology, realizes the invisible watermark by modifying the character structure, the edge contour and other information of the text in the electronic file, and can embed enough copyright information, thereby meeting the requirement of flow tracking security after the electronic file is printed and output.
Example 2
When the system is applied at the mobile end.
The user management module is used for dividing users into two types, including an internal account and a registered account; the registered account can only browse a part of functions, and the internal account can browse corresponding functions according to the account authority;
for example, the mobile terminal home page of the registration account is designed to be a public display of a sponsor and a part of asset information display to be leased, so that a user can conveniently check the leasable asset information;
the mobile terminal home page of the internal account is designed to be information presentation, so that related personnel can dynamically grasp the condition of project assets in real time, and presentation contents are generally divided into the following three types:
financial presentation: real-time analysis of financial key indexes such as receipt rate, timely receipt rate, account age of arrears and the like;
operation briefing: real-time monitoring and analyzing key indexes such as rental rate, new number of signs, rental withdrawal number, execution contract number, idle loss, lawn effect and the like;
asset presentation: real-time monitoring and analysis are performed on the total area of the assets, the property type duty ratio, the number of the assets, the distribution condition of the assets and the like.
In this embodiment, other modules have the same functions as those of embodiment 1, and thus, the description thereof will not be repeated here.
It will be understood by those of ordinary skill in the art that the foregoing embodiments are specific examples of carrying out the invention and that various changes in form and details may be made therein without departing from the spirit and scope of the invention.

Claims (10)

1. An asset management digitizing system is characterized by comprising a user layer, a network layer, an application layer, a service layer, a data layer and a resource layer; wherein,
the user layer is used for providing data to be processed uploaded by the terminal;
the network layer is used for providing network parameter settings, wherein the network parameters comprise API gateway authentication, black-and-white list limitation, access frequency control and unified authentication of user information;
the application layer is used for carrying out department classification management, operation management and supervision management of various assets and realizing data visualization;
the service layer is used for carrying out general component services, including a graph application, an ETL service and a space data storage service;
the data layer is used for setting a business database, a space database and a file storage database;
and the resource layer is used for calculating, storing and network constructing resource services.
2. An asset management digitizing system as claimed in claim 1, wherein the data types provided by the user layer include structured data, vector data, binary file data;
the structured data is service data and is stored in a service database SQLserver of the data layer;
the vector data are two-dimensional data, mainly asset positioning graphics, and are stored in a spatial database of the data layer;
the binary file data are pictures, documents and videos and are stored in a file storage database of the data layer.
3. The asset management digitizing system of claim 1, wherein when the system is applied on the platform side, the application layer is provided with a user management module, a department management module, an approval process management module, a data dictionary management module and an early warning module; wherein,
the user management module is used for classifying users, distributing different authorities according to classification results, and simultaneously adding, deleting, modifying and checking records;
the department management module is used for setting different management departments, carrying out authority configuration on the different departments, and carrying out record checking management on the addition, deletion, modification and record checking of the department information;
the approval process management module is used for configuring corresponding approval processes and configuring corresponding approval personnel;
The data dictionary management module is used for carrying out type new addition in the data dictionary list when a plurality of options exist in the same field in the service data, realizing sub-option addition and subtraction for the corresponding types, and sequencing and encoding different data types;
the early warning module is used for setting a template for data parameters needing early warning, wherein the template comprises early warning threshold value setting and early warning receiver setting; and when certain data is larger or smaller than the early warning threshold value, an alarm is sent out, and alarm information is sent to the mobile terminal of the early warning receiver.
4. An asset management digitizing system as claimed in claim 3, wherein the department management module comprises an asset management unit, an operation monitoring unit and a business analysis unit.
5. The asset management digitizing system of claim 4, wherein the asset management unit comprises an asset warehouse management subunit, an asset value classification subunit, an asset allocation subunit, an asset delegation subunit, an asset disk point subunit, an asset disposition subunit, an asset archive subunit; wherein,
the asset warehousing management subunit is mainly responsible for classifying and warehousing basic information of different types of assets, and realizes the input, information updating and asset information inquiry of the assets;
The asset value classification subunit is used for automatically classifying and grading the assets according to the collection rate, the revenue amount, the asset position and the asset distribution condition of the assets, wherein the classified and graded assets comprise high-quality assets, low-efficiency assets and invalid assets;
the asset transfer subunit is used for setting an asset transfer task, initiating unit making, uploading transfer schemes, transferring a list and checking, transferring the transfer task to a receiving unit for checking after the transfer scheme and the transfer list pass, and enabling the asset to enter a state to be received after the checking flow is finished;
the asset consignment subunit is used for setting an asset consignment task, initiating a unit to make, uploading an allocation scheme and a handover list, and after the consignment task passes the audit, transferring the consignment task to a receiving unit for audit, and after the audit flow is finished, enabling the asset to enter a state to be received;
the asset counting subunit is used for setting a counting unit, a current counting project/asset, counting start-stop time and the like, and generating a task detail table of the counting task; verifying the corresponding asset according to the task detail list, and recording the problems found in the verification process correspondingly;
the asset disposal subunit is used for setting an asset disposal list, carrying out scrapping/removing or selling change and disassembling application on the asset, executing approval and approval procedures, and recording and displaying an execution flow;
The asset file subunit is used for establishing file records for the renting, reporting, bidding, contract, payment condition, inventory condition, maintenance condition, transfer condition, entrusting condition, value condition and disposal condition of the business asset.
6. The asset management digitizing system of claim 4, wherein the operation monitoring unit comprises a sponsor management subunit, a contract management subunit, a financial management subunit, an operational security management subunit; wherein,
the bidding management subunit is used for setting a resource list to be leased, a bidding scheme, a bidding and a guest management list;
the contract management subunit is used for setting contract basic information, wherein the contract basic information comprises fixed lease contract information, a contract template, a signing flow, contract intelligent fee calculation, contract change, lease return and account information management list;
a financial management subunit for setting a balance management list, a responsibility allocation and a bill detail;
the balance management list is mainly used for managing and checking the balance details of the deposit and the lease and the return records of the deposit, carrying out detail screening on time intervals, sub-projects and sub-assets, and simultaneously carrying out account checking with finance to prompt the account of the problem in time;
The equity amortization is mainly to manage property rights and authority rights of the management rights, and to count income conditions of the property rights and authority rights according to different management equity amortization;
the bill detail is mainly that after the contract is signed, a contract bill is automatically generated according to conditions, and the bill list displays bill information of each period and comprises the payment cost; if the user does not pay the fees, the fee is classified as arrearage management, arrearage details are generated, and early warning is pushed to corresponding project management personnel; the financial staff charges through the bill detail list, and the charging mode comprises off-line and intelligent POS machine, and the on-line toll payment is carried out by an on-line toll enterprise;
and the operation safety management subunit is used for establishing a wind control system and detecting the risks of the asset, including asset empty early warning, financial overdue early warning and contract violation early warning.
7. The asset management digitizing system of claim 6, wherein the contract management process of the contract management subunit is:
corresponding contract templates are called, an online lease contract is directly generated according to the area of the asset, lease price and tenant information, intelligent fee calculation is carried out, and online electronic signature is carried out on the two parties;
auditing the established lease contract;
After the contract approval is completed, a first-period bill of the lessee is automatically generated, and the lessee pays the first-period lease and the performance guarantee on line;
after the fee payment is completed and no problem is confirmed, the lessee confirms that the residence procedure is transacted online;
during renting of the lessees, when the information of the lessees changes, the changed information needs to be submitted for verification, and after the verification passes, new renting contracts and related fees are regenerated, and meanwhile, the renting of the prior shops is relieved;
after the contract expires, submitting a lease return application, after the lease return application passes the audit, confirming the lease return application offline, uploading the lease return information in the system, generating a settlement bill by the system after the information is filled out, and automatically deducting or returning the deposit by the system when the lessee confirms the bill information online and confirms payment.
8. The asset management digitizing system of claim 4, wherein the business analysis unit comprises a patrol management subunit, a maintenance management subunit, a visualization subunit, a report management subunit; wherein,
the patrol management subunit is used for setting patrol tasks and patrol personnel management lists;
the maintenance management subunit is used for setting maintenance tasks and maintenance personnel management lists;
The visualization subunit dynamically displays various indexes and data of the group asset plates in real time, wherein the indexes and data comprise asset basic conditions, operation conditions and financial conditions;
and the report management subunit is used for generating a report for the assets of the group, wherein the report comprises an asset analysis report, a contract analysis report, a financial analysis report and a custom report.
9. The asset management digitizing system of claim 8, wherein the management flow of the patrol management subunit is:
the inspection is divided into daily operation inspection, fire safety inspection and branch renting inspection; aiming at fire safety inspection, the mobile terminal is required to conduct field inspection against fire safety setting, whether the position of the fire safety setting is correctly placed is compared, if the fire safety facility is expired, the system automatically gives an early warning to remind a safety manager to replace equipment in time; aiming at branch renting inspection, inspection personnel need to compare the business state and business license conditions on site, and timely check whether the merchant breaks the rule and branch rents;
when the inspection task is issued, the inspection task is automatically pushed to related staff, in the inspection task period, an inspection condition triggering mechanism is set by the system, a card is punched in a positioning range of an inspection point, an inspection picture is photographed and uploaded, the system provides a watermark camera function, a photographing place and photographing time can be obtained, and if the inspection work is not completed, the system can automatically remind corresponding management staff;
Generating a patrol standing book list for patrol process data of which the patrol task is completed;
recording the found inspection problem condition, automatically generating an inspection report repair list, and pushing the inspection report repair list to a maintenance management subunit;
after the correction of the inspection problem is completed, pushing the inspection result to inspection personnel for checking and confirmation, and submitting maintenance evaluation.
10. The asset management digitizing system of claim 1, wherein when the system is applied on a mobile terminal, the user management module classifies the users into two categories, including an internal account and a registered account;
the mobile terminal home page of the registered account is designed to be a public display of a sponsor and a display of part of asset information to be leased, so that a user can conveniently check the rentable asset information;
the mobile terminal home page of the internal account is designed to be displayed by an information presentation, the condition of project assets is grasped dynamically in real time, and the presentation content is divided into three types:
financial presentation: real-time analysis of corresponding renting, real renting, free renting amount, collection rate, timely receipt rate and account-in-demand age;
operation briefing: real-time monitoring and analyzing the rate of renting, the number of free rents, the number of new signs, the number of rents to be returned, the number of contracts to be executed, the loss of idle places and the lawn efficiency;
asset presentation: and (3) monitoring and analyzing the total area of the assets, the classification duty ratio of the assets, the duty ratio of the amateur type, the number of the assets and the distribution condition of the assets in real time.
CN202311158066.9A 2023-09-08 2023-09-08 Asset management digital system Pending CN117196853A (en)

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Application Number Priority Date Filing Date Title
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