CN101901403A - Customer credit line information management platform system - Google Patents
Customer credit line information management platform system Download PDFInfo
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- CN101901403A CN101901403A CN2009100860242A CN200910086024A CN101901403A CN 101901403 A CN101901403 A CN 101901403A CN 2009100860242 A CN2009100860242 A CN 2009100860242A CN 200910086024 A CN200910086024 A CN 200910086024A CN 101901403 A CN101901403 A CN 101901403A
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Abstract
The invention relates to the field of the management systems, in particular to a customer credit line information management platform system. A customer credit line information management platform integrates the customer information in all the sections into a platform. The application model brings the management work of the enterprises the following benefits: the enterprises can carry out unified centralized management of customer information and customer credit line distribution information in all the sections through the platform, in addition, the application model can give guidance information to the financial management staff of the enterprises on financial distribution. To the outsiders, the enterprises provide the financial information, service information and other related business information to own partners through the platform. Therefore, the platform has invaluable contributions to expanding new on-line businesses for the enterprises and pushing forward the enterprises further into e-commerce.
Description
Technical field
The present invention relates to a kind of management system field, especially customer credit line information management platform system.
Background technology
At present, domestic fewer to zones of different customer credit line information at the software that identical platform manages at transnational enterprise.Mainly rest on the elementary basis of " sub-module management ", the amount management of information reaches between each zone does not have unified central platform alternately.
Along with the development in market, customer credit line information management platform can effectively integrate each regional customer resources and corresponding client financial information resource, realizes resource sharing, improves management product standardization level.
Summary of the invention
The object of the present invention is to provide a kind of customer credit line information management platform system that can address the above problem.
The present invention adopts following technical scheme: a kind of customer credit line information management platform system, it is characterized in that, and comprising:
Client information management
With being distributed in each regional retail trader, do the uniform platform management.To the client of new application, corresponding application and approval process are arranged.
The assessment of client's prestige
To business standing policy (channel) maintenance of information, and to each retail trader's amount situation and terms of payment maintenance.Information such as management retail trader sales target plan.The final corresponding prestige of retail trader of giving is done scoring.
The customer credit line management
Platform can be according to historical datas such as the credit policy of retail trader, amount state, the terms of payment, marketing plan, sales forecasts, and system can calculate the amount that retail trader can apply for automatically according to formula and rule.After credit line was calculated and finished, the financial staff can carry out the modification of amount according to actual conditions, the amount that helps retail trader's application to be fit to.
Bank's amount application
The application and the tracking of retail trader's contact bank's quota control and new amount.
Essential information
The maintenance of all types of essential informations that need in the realization quota control.Such as: basic business information such as exchange rate management, Currency Type management, channel management.
Client's income
Calculate the ultimate yield situation of each retail trader by various logic.
System Reports
The report of client segmentation statistics class: can be with each each rank user of zone, be illustrated in clearly in face of managerial personnel and finance and the sales force by report.
Amount statistics class report: can be clearly each each rank client's of zone amount information be come out accurately.
Client's prestige class report: can check all types of prestige reports of client.
Amount utilization rate class report: can see the utilization rate situation of retail trader clearly to various financings.
System management
The define system user role.
For Role Users adds authority.
Customer credit line information management platform, the customer information that each is regional is integrated within one platform.This application model to the benefit that business administration work brings is: enterprise can pass through platform, and each regional customer information and customer credit line assignment information are had a unified centre management.And provide tutorial message to the distribution of finance can for the finicial administration of enterprise personnel.Externally, by customer credit line information management platform enterprise is provided information and other related service information of financial information, service to the affiliate.Be the new operational line of enterprise's developing, promote that enterprise is further to come into ecommerce, immeasurable contribution is arranged.
Description of drawings
Fig. 1 is a management platform framework of the present invention.
Purpose of the present invention, function and advantage will be in conjunction with the embodiments, are described further with reference to accompanying drawing.
Embodiment
As shown in Figure 1, a kind of customer credit line information management platform system is characterized in that, comprising:
Client information management
With being distributed in each regional retail trader, do the uniform platform management.To the client of new application, corresponding application and approval process are arranged.
The assessment of client's prestige
To business standing policy (channel) maintenance of information, and to each retail trader's amount situation and terms of payment maintenance.Information such as management retail trader sales target plan.The final corresponding prestige of retail trader of giving is done scoring.
The customer credit line management
Platform can be according to historical datas such as the credit policy of retail trader, amount state, the terms of payment, marketing plan, sales forecasts, and system can calculate the amount that retail trader can apply for automatically according to formula and rule.After credit line was calculated and finished, the financial staff can carry out the modification of amount according to actual conditions, the amount that helps retail trader's application to be fit to.
Bank's amount application
The application and the tracking of retail trader's contact bank's quota control and new amount.
Essential information
The maintenance of all types of essential informations that need in the realization quota control.Such as: basic business information such as exchange rate management, Currency Type management, channel management.
Client's income
Calculate the ultimate yield situation of each retail trader by various logic.
System Reports
The report of client segmentation statistics class: can be with each each rank user of zone, be illustrated in clearly in face of managerial personnel and finance and the sales force by report.
Amount statistics class report: can be clearly each each rank client's of zone amount information be come out accurately.
Client's prestige class report: can check all types of prestige reports of client.
Amount utilization rate class report: can see the utilization rate situation of retail trader clearly to various financings.
System management
The define system user role.
For Role Users adds authority.
Customer credit line information management platform, the customer information that each is regional is integrated within one platform.This application model to the benefit that business administration work brings is: enterprise can pass through platform, and each regional customer information and customer credit line assignment information are had a unified centre management.And provide tutorial message to the distribution of finance can for the finicial administration of enterprise personnel.Externally, by customer credit line information management platform enterprise is provided information and other related service information of financial information, service to the affiliate.Be the new operational line of enterprise's developing, promote that enterprise is further to come into ecommerce, immeasurable contribution is arranged.
The above only is the preferred embodiments of the present invention; be not so limit claim of the present invention; every equivalent structure or equivalent flow process conversion that utilizes instructions of the present invention and accompanying drawing content to be done; or directly or indirectly be used in other relevant technical fields, all in like manner be included in the scope of patent protection of the present invention.
Claims (1)
1. a customer credit line information management platform system is characterized in that, comprising:
Client information management
With being distributed in each regional retail trader, do the uniform platform management.To the client of new application, corresponding application and approval process are arranged.
The assessment of client's prestige
To business standing policy (channel) maintenance of information, and to each retail trader's amount situation and terms of payment maintenance.Information such as management retail trader sales target plan.The final corresponding prestige of retail trader of giving is done scoring.
The customer credit line management
Platform can be according to historical datas such as the credit policy of retail trader, amount state, the terms of payment, marketing plan, sales forecasts, and system can calculate the amount that retail trader can apply for automatically according to formula and rule.After credit line was calculated and finished, the financial staff can carry out the modification of amount according to actual conditions, the amount that helps retail trader's application to be fit to.
Bank's amount application
The application and the tracking of retail trader's contact bank's quota control and new amount.
Essential information
The maintenance of all types of essential informations that need in the realization quota control.Such as: basic business information such as exchange rate management, Currency Type management, channel management.
Client's income
Calculate the ultimate yield situation of each retail trader by various logic.
System Reports
The report of client segmentation statistics class: can be with each each rank user of zone, be illustrated in clearly in face of managerial personnel and finance and the sales force by report.
Amount statistics class report: can be clearly each each rank client's of zone amount information be come out accurately.
Client's prestige class report: can check all types of prestige reports of client.
Amount utilization rate class report: can see the utilization rate situation of retail trader clearly to various financings.
System management
The define system user role.
For Role Users adds authority.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN2009100860242A CN101901403A (en) | 2009-05-27 | 2009-05-27 | Customer credit line information management platform system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN2009100860242A CN101901403A (en) | 2009-05-27 | 2009-05-27 | Customer credit line information management platform system |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN101901403A true CN101901403A (en) | 2010-12-01 |
Family
ID=43226923
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN2009100860242A Pending CN101901403A (en) | 2009-05-27 | 2009-05-27 | Customer credit line information management platform system |
Country Status (1)
| Country | Link |
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| CN (1) | CN101901403A (en) |
Cited By (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105260934A (en) * | 2015-11-11 | 2016-01-20 | 中国建设银行股份有限公司 | Calculation method of line of credit and system thereof |
| CN106779710A (en) * | 2017-01-16 | 2017-05-31 | 世纪禾光科技发展（北京）有限公司 | The method and apparatus of e-commerce platform exchange rate management |
| CN107026897A (en) * | 2017-02-20 | 2017-08-08 | 阿里巴巴集团控股有限公司 | A kind of methods, devices and systems of data processing |
| CN107301550A (en) * | 2017-07-05 | 2017-10-27 | 阿里巴巴集团控股有限公司 | Acquisition methods, the method for building up and device of amount management and control rule of amount information |
| CN111626475A (en) * | 2020-04-23 | 2020-09-04 | 南京辰阔网络科技有限公司 | Credit credit calculation method based on product diffusion model |
-
2009
- 2009-05-27 CN CN2009100860242A patent/CN101901403A/en active Pending
Cited By (7)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN105260934A (en) * | 2015-11-11 | 2016-01-20 | 中国建设银行股份有限公司 | Calculation method of line of credit and system thereof |
| CN106779710A (en) * | 2017-01-16 | 2017-05-31 | 世纪禾光科技发展（北京）有限公司 | The method and apparatus of e-commerce platform exchange rate management |
| CN107026897A (en) * | 2017-02-20 | 2017-08-08 | 阿里巴巴集团控股有限公司 | A kind of methods, devices and systems of data processing |
| CN107026897B (en) * | 2017-02-20 | 2020-10-02 | 阿里巴巴集团控股有限公司 | Data processing method, device and system |
| CN107301550A (en) * | 2017-07-05 | 2017-10-27 | 阿里巴巴集团控股有限公司 | Acquisition methods, the method for building up and device of amount management and control rule of amount information |
| CN107301550B (en) * | 2017-07-05 | 2023-10-27 | 创新先进技术有限公司 | Acquisition method of credit information and establishment method and device of credit management and control rule |
| CN111626475A (en) * | 2020-04-23 | 2020-09-04 | 南京辰阔网络科技有限公司 | Credit credit calculation method based on product diffusion model |
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Application publication date: 20101201 |