CN102663645A - Integrated management system of investment bank and realization method thereof - Google Patents
Integrated management system of investment bank and realization method thereof Download PDFInfo
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Abstract
The invention relates to an integrated management system of an investment system and a realization method thereof. A system management module provides management of an organization structure of an investment bank, user management and system privilege management. A customer management module carries out customer industry division, collection, classification, research and contact of customer information, and customer project development. A program management module continuously carries out customer management, establishes and develops a project, and establishes management of a project life cycle according to a major business characteristic of the investment bank. A financial management module carries out revenue and expenditure control focusing on input and output of a customer, a project and an employee. An announcement management module carries out publication management on company specifications, company regulations and institutions internally. A log management module collects employee work results. A workflow management module carries out management on flow standardization definition, operation and monitoring in the terms of customer management, project management and financial management. And a statistical statement management module collects, analyzes, and classifies operation states and operation results of major businesses in all respects to generate a statistical statement support strategic decision.
Description
Technical field
The present invention relates to a kind of investment bank total management system and its implementation.
Background technology
Before investment bank's employing infotech was managed, the management of the investment bank was in basically and uses the stage that document is collected, store data helps company management.Along with the continuous development of China's infotech, the investment bank begins contact gradually, uses some system tools, to client, project or the Corporate Finance of company write down, deposit, management such as transmission.But most companies are in the information system management process, and the infotech that use front and back differs greatly; Technical obsolescence; And relatively independent between each system, each system data poor compatibility causes integrated difficulty between system and the system; Thereby cause data between each system, to transmit, increase handling cost and reduce the efficiency of management.In the not high company of the level of informatization, the carrying out of routine work, majority still is in and relies on office system and carry out each item work.When strange land team collaboration carries out the work, often carry out the transmission of document between team through means such as Email, timely communication tool, fax or express deliveries, length consuming time, efficient is poor, is not easy to management and statistics.
In order to promote investment bank's management level, optimum management mode, need development investment bank comprehensive management system.
Summary of the invention
The purpose of this invention is to provide a kind of is total management system and its implementation of service object with the business of investment bank management, is intended to improve the business of investment bank management level, promotes competitive power, and adapts to professional expansion and the improved requirement of management mode.
The object of the invention is realized through following technical scheme:
Investment bank's total management system; Characteristics are: comprise customer management module, project management module, financial management module, base module, log management module, bulletin administration module, Workflow Management module, administration of statistic forms module and system management module; Said system management module provides the management to investment bank's organization management, user management and System Privileges; Said customer management module, around to client's industry segmentation, customer information is compiled, is studied, contact and project are carried out; Said project management module is adopted as heir customer account management, and then creates, carries out project, according to investment bank's main business characteristics, sets up the project life cycle is managed; Said financial management module is centered around the input and output on client, project and the employee, revenue and expenditure control; Said bulletin administration module carries out release management to Corporation Instructions, articles of corporation and company system in inside; Said log management module is collected the employee work achievement; Said Workflow Management module is supported on customer account management, project management and financial management aspect and carries out standard process definition, operation and monitoring and manage; Said administration of statistic forms module through collecting, analyze, put in order main business running status, operation achievement in all fields, generates statistical report form and supports strategic decision; Said system management module maintenance customer data, the employee of investment bank data, system module permissions data and system data permissions data, project management module is obtained project personnel's data, module authority, module data permissions data through system management module; Said customer management module is obtained outside personnel, the permissions data through system management module, also obtains project data; Said financial management module obtains employee's data, module authority visit data and financial data access right data through system management module; Said financial management module obtains project data and customer data through system management module, and financial data is added up by project, client; Said Workflow Management module provides the workflow service to supply project management module, financial management module, customer management module visit to call, and makes these three modules obtain to belong to flow definition, flow state data and historical flow data separately; Said administration of statistic forms module obtains basic data through the access system administration module, obtains module data separately through other modules of system, carries out data aggregation, processing, storage, supplies form to use; Said bulletin administration module and base module all obtain user right data and system user data from system management module, make bulletin and knowledge base document carry out match management by the system user authority; Said log management module provides daily record to write incoming interface, supplies other module invokes, register system behavior daily record.
Further; Above-mentioned investment bank's total management system; Wherein, said system management module comprises organization management module, Role Management module, employee's administration module, module authority management module and data permission administration module, and the organization management module is safeguarded investment bank's organizational information, department information; The Role Management module depends on the organization management module; Make the role be subordinated to investment bank's tissue, employee's administration module obtains the system user data from user management module, and employee's attribute information is set; Employee's administration module obtains institutional framework module data, Role Management module data simultaneously, makes the employee obtain organizational attribution and role attribute; Module authority management module and data permission administration module belong to authority management module; Move in the module authority management module representative system; Can be by all system modules of system user use, through the module rights management, whether control system user can visit a certain module; The data permission administration module, the data in the representative system, through user right or role-security are set, whether control user or role have data in the system is checked, creates, upgrades and delete.
Further; Above-mentioned investment bank's total management system; Wherein, Said project management module comprises set up the project in advance module, the module of approving and initiate a project, project kernel module, project of item types administration module, project name preauthorization module, project and finishes module, project kernel type block, project statistical module and project guide look module, item types administration module Maintenance Significant Items categorical data, project kernel type block Maintenance Significant Items kernel categorical data; Project name preauthorization module when new project, obtains the item types data from the item types administration module, and according to item types, whether the decision project need accomplish preparatory project verification flow process, and gets into the project verification flow process; After project is passed through successfully through project name preauthorization module; The particular type project is obtained this project information in the project module of setting up the project in advance; Thereby initiate project verification flow process in advance, the project of other types then obtains its project data in the project verification module, thereby initiates the project verification flow process; After project was accomplished preparatory project initiation phase, project initiation phase, this project data obtained at project kernel process module, thereby gets into the project kernel stage, and project of the same type by different kernel types, is initiated by the kernel type one by one; To finished item title preauthorization module stage flow process; Or the project module stage flow process of setting up the project in advance, or the module stage flow process of approving and initiate a project, or project kernel module stage flow process; Finish module stage in project; All it is initiated process ends, project statistical module and project guide look module realize project is browsed and followed the tracks of from definition of data, service data and the structured data of other modules acquisition project flow processs.
Further; Above-mentioned investment bank's total management system, wherein, said customer management module comprises client information management module, client segmentation administration module, customer contact module, client's project management module and trade connection log pattern; Said client information management module; Obtain client's categorical data from the client segmentation administration module, obtain the trade connection personal data, to customer basis data qualification and refinement management from the customer contact module; Client's project management module provides project data, associated client data, customer data is formed with project data be connected; The trade connection log pattern, associated client basic data, employee's data realize that tracking, understanding employee develop in client's project process the actual development condition data of project.
Again further; Above-mentioned investment bank's total management system; Wherein, Said financial management module comprises project budget administration module, project cost control module, receivable administration module, deals with administration module, cashier administration module, credential management module and account of finance module, and project budget administration module obtains categorical data from the item types administration module, for each type project is formulated the budget degree; The project cost control module is obtained project information from project management module, and through receivable administration module, deal with administration module, safeguard the balance data of each project respectively; Cashier's administration module obtains voucher data, the subject data of each project from credential management module, account of finance module, gathers to form the project cost data.
System of the present invention realizes the method for investment bank's integrated management, by customer management module, through maintain customer information basic data, and to client's the industry, provides the in addition Classification Management of client's classification; Through setting up customer contact information, and set up the incidence relation between client and the investment bank's project, track project is carried out in the process, and the permanent tracking contact management to the client is reached in the communication between company personnel and the customer contact, negotiation daily record;
By project management module, through the establishment item types, and according to item types, which kind of module running project decision uses; Simultaneously, in the project name preauthorization stage, according to the item types of selecting, whether the decision project needs project verification in advance, perhaps directly gets into project initiation phase; Except that how setting up the project through the item types management project, increase project kernel type, the kernel that the realization project is accomplished different phase needs; Project management module finishes module through project, realizes the concluding a research item management to project; Through project statistical module, itemized schedule module, make that the user in time grasps in the project operation, postrun state, data tracing check;
By financial management module, through the budget of identifying project of project budget administration module, the project cost control module funds operating position of identifying project; Through receivable administration module, deal with the administration module income and expenses of identifying project, make the financial management data correct through cashier's administration module, the typing of financial data; Be subject to be managed according to the account of finance administration module; Through the credential management module, voucher is managed, realize that the cashier is reasonable to balance data;
By system management module, the organization management to the investment bank is provided, the employee of the investment bank, employee role and employee are managed the authority that system module uses and module data is checked, safeguarded in system;
By log management module,, collect user's using system behavioral data, tracker operation conditions and the behavior of user's using system through dividing the behavior of user's using system; Log management module provides daily record complete list, daily record hierarchical management, makes system log message be convenient to inquiry, also is convenient to the system manager according to system's practical operation situation, and dynamic debugging system is given record by what grade to ruuning situation;
By the bulletin administration module; Be used for the administration staff of the investment bank; Issue to company's rules and regulations, notice of meeting, specific notification information; The reservation module makes things convenient for managerial personnel can create the issue official document at any time, and the bulletin issuing time is set, and bulletin in time activates the bulletin issuing function by the time of reservation; Simultaneously, the bulletin administration module uses bulletin issue Object Management group, makes the bulletin scope of release be able to control;
By base module,, make knowledge base by the time of the reservation document that obtains automatically, refreshes one's knowledge, the storehouse content of enriching one's knowledge through knowledge base being built the maintenance of storehouse rule; Simultaneously, base module is convenient to the employee of the investment bank consulting document in the knowledge base through complete list;
By the Workflow Management module, the establishment and the operation of management investment bank workflow through the flow template module, are convenient to the investment bank and are in time adjusted workflow; Simultaneously, the categorical data of workflow, the state in the work flow operation, personal information data through the flow process complete list, are inquired about, and follow the trail of;
By the administration of statistic forms module, the report form template maintenance module is provided, form regularly generates service, and form is generated in advance, regularly issue, the investment bank obtains operation situation form the very first time, for decision of the senior level provides foundation.
Substantive distinguishing features and obvious improvement that technical scheme of the present invention is outstanding are mainly reflected in:
The investment bank of the present invention total management system adopts the up-to-date information technical method; Outstanding architecture design is improved the trans-sectoral affair of the investment bank, the cooperation relation between trans-departmental, makes system possess high degree of flexibility and configurability; To adapt in continuous evolution, improve the requirement of way to manage.Realize the fine-grained management of investment securities bank, standardized management and high-efficiency management, thereby improve core competitiveness.
Description of drawings
Below in conjunction with accompanying drawing technical scheme of the present invention is described further:
Fig. 1 is the module relationship structural drawing of the investment bank of the present invention total management system;
Fig. 2 disposes Organization Chart for the physics of the investment bank of the present invention total management system;
Fig. 3 is the system management module figure of the investment bank of the present invention total management system;
Fig. 4 is the project management module figure of the investment bank of the present invention total management system;
Fig. 5 is the customer management module figure of the investment bank of the present invention total management system;
Fig. 6 is the financial management module figure of the investment bank of the present invention total management system.
Embodiment
As shown in Figure 1; Investment bank's total management system; Comprise customer management module 3, project management module 2, financial management module 4, base module 6, log management module 7, bulletin administration module 8, Workflow Management module 5, administration of statistic forms module 9 and system management module 1; System management module 1 provides the management to investment bank's organization management, user management and System Privileges; Customer management module 3, around client's industry is segmented, customer information is compiled, studies, contacts, is reached project and carries out; Project management module 2 is adopted as heir customer account management, and then creates, carries out project, according to investment bank's main business characteristics, carries out the project life cycle is managed; Financial management module 4 is centered around the input and output on client, project and the employee, revenue and expenditure control; Bulletin administration module 8 carries out release management to Corporation Instructions, articles of corporation and company system in inside; Log management module 7 is collected the employee work achievement; Workflow Management module 5 is supported on customer account management, project management and the standardized management of financial management aspect; Administration of statistic forms module 9 through collecting, analyze, put in order main business running status, operation achievement in all fields, generates statistical report form and supports strategic decision; Said system management module 1 maintenance customer's data, the employee of investment bank data, system module permissions data and system data permissions data; Project management module 2 is obtained project personnel's data, module authority, module data permissions data through system management module 1; Customer management module 3 is obtained outside personnel, the permissions data through system management module 1, also obtains project data; Financial management module 4 obtains employee's data, module authority visit data and financial data access right data through system management module 1; Financial management module 4 obtains project data and customer data through system management module 1, and financial data is added up by project, client; Workflow Management module 5 provides the workflow service to supply project management module 2, financial management module 4, customer management module 3 visits to call, and makes these three modules obtain to belong to flow definition, flow state data and historical flow data separately; Administration of statistic forms module 9 obtains basic data through the access system administration module, obtains module data separately through other modules of system, carries out data aggregation, processing, storage, supplies form to use; Bulletin administration module 8 and base module 6 all obtain user right data and system user data from system management module 1, make bulletin and knowledge base document carry out match management by the system user authority; Log management module 7 provides daily record to write incoming interface, supplies other module invokes, register system behavior daily record.
As shown in Figure 2; Investment bank's total management system physics deployment architecture; Outer net PC 13 is through after the outer net network address of browser address bar input investment bank total management system server 10; Can send access instruction to investment bank's integrated management server 10, between outer net PC 13 and investment bank's integrated management server 10, Intranet fire wall 15 equipment are according to the external user access instruction of intercepting; Whether analysis should be visited legal, thereby whether decision is somebody's turn to do instruction to 10 forwardings of investment bank's total management system server.Intranet PC 14 need not through 15 authentications of Intranet fire wall owing to receive the Intranet protection, can be directly and investment bank's total management system server 10 carry out interactive access.When outer net PC 13 or Intranet PC 14 access instructions successfully were sent to investment bank's total management system server 10, except that workflow, knowledge base request service, investment bank's total management system server 10 was all directly accepted processing, and returns corresponding data and give the user.Workflow request, knowledge base access request that the user is sent; 10 of investment bank's total management system servers are forwarded to workflow engine server 11 and repository engine server 12 respectively; Carry out computing by pairing engine server; And reply investment bank's total management system server 10, reply its calling party again.Investment bank's total management system server 10, workflow engine server 11 and repository engine server 12 are relatively independent; Can be deployed in the same station server jointly; Also can adopt the distributed deployment scheme, the independent deployment improved single service calculation process ability; Reduce the individual server working load simultaneously, promote investment bank's total management system overall performance to reach.
As shown in Figure 3; System management module 1 comprises organization management module 101, Role Management module 102, employee's administration module 103, module authority management module 104 and data permission administration module 105; Organization management module 101 is safeguarded investment bank's organizational information, department information; Role Management module 102 depends on organization management module 101; Make the role be subordinated to investment bank's tissue, employee's administration module 103 obtains the system user data from user management module 106, and employee's attribute information is set; Employee's administration module 103 obtains institutional framework module data, Role Management module data simultaneously, makes the employee obtain organizational attribution and role attribute; Module authority management module 104 belongs to authority management module with data permission administration module 105; Move in module authority management module 104 representative systems; Can be by all system modules of system user use, through the module rights management, whether control system user can visit a certain module; Data permission administration module 105, whether the data in the representative system through user right or role-security are set, have the ability of checking, create, upgrading and delete to reach control user or role to data in the system.
As shown in Figure 4; Project management module comprises set up the project in advance module 203, the module of approving and initiate a project 204, project kernel module 205, project of item types administration module 201, project name preauthorization module 202, project and finishes module 206, project kernel type block 207, project statistical module 208 and project guide look module 209; Item types administration module 201 Maintenance Significant Items categorical datas, project kernel type block 207 Maintenance Significant Items kernel categorical datas; Project name preauthorization module 202 when new project, obtains the item types data from item types administration module 201, and according to item types, whether the decision project need accomplish preparatory project verification flow process, and gets into the project verification flow process; After project pass through successfully through project name preauthorization module 202, the particular type project can be obtained this project information in the project module 203 of setting up the project in advance, thereby initiates the preparatory flow process of setting up the project.The project of other types then can obtain its project data in the module 204 of approving and initiate a project, thereby initiates the project verification flow process; After project was accomplished preparatory project initiation phase, project initiation phase, this project data can obtain at project kernel module 205, thereby get into the project kernel stage.Project of the same type by different kernel types, can be initiated by the kernel type one by one; To finished item title preauthorization module stage flow process; Or the project module stage flow process of setting up the project in advance, or the module stage flow process of approving and initiate a project, or project kernel module stage flow process; Finish 206 stages of module in project; All can initiate process ends to it, project statistical module 208 and project guide look module 209 obtain definition of data, service data, and the structured data of project flow processs from other modules, realize project is browsed and followed the tracks of
As shown in Figure 5; Customer management module 3 comprises client information management module 301, client segmentation administration module 302, customer contact module 303, client's project management module 304 and trade connection log pattern 305; Client information management module 301; Obtain client's categorical data from client segmentation administration module 302, obtain the trade connection personal data, to customer basis data qualification and refinement management from customer contact module 303; Client's project management module 304 provides project data, associated client data, customer data is formed with project data be connected; Trade connection log pattern 305, associated client basic data, employee's data realize that tracking, understanding employee develop in client's project process the actual development condition data of project.
As shown in Figure 6; Financial management module comprises project budget administration module 401, project cost control module 402, receivable administration module 403, deals with administration module 404, cashier administration module 405, credential management module 406 and account of finance module 407; Project budget administration module 401 obtains categorical data from the item types administration module, for each type project is formulated the budget degree; Project cost control module 402 is obtained project information from project management module 2, and through receivable administration module 403, deal with administration module 404, safeguard the balance data of each project respectively; Cashier's administration module 405 obtains voucher data, the subject data of each project from credential management module 406, account of finance module 407, gathers to form the project cost data.
During concrete the application,, through maintain customer information basic data, and to client's the industry, provide the in addition Classification Management of client's classification by customer management module 3; Through setting up customer contact information, and set up the incidence relation between client and the investment bank's project, track project is carried out in the process, and the permanent tracking contact management to the client is reached in the communication between company personnel and the customer contact, negotiation daily record;
By project management module 2, through the establishment item types, and according to item types, which kind of module running project decision uses; Simultaneously, in the project name preauthorization stage, according to the item types of selecting, whether the decision project needs project verification in advance, perhaps directly gets into project initiation phase; Except that how setting up the project through the item types management project, increase project kernel type, the kernel that the realization project is accomplished different phase needs; Project management module finishes module through project, realizes the concluding a research item management to project; Through project statistical module, itemized schedule module, make that the user in time grasps in the project operation, postrun state, data tracing check;
By financial management module 4, through the budget of identifying project of project budget administration module, the project cost control module funds operating position of identifying project; Through receivable administration module, deal with the administration module income and expenses of identifying project, make the financial management data correct through cashier's administration module, the typing of financial data; Be subject to be managed according to the account of finance administration module; Through the credential management module, voucher is managed, realize that the cashier is reasonable to balance data;
By system management module 1, the organization management to the investment bank is provided, the employee of the investment bank, employee role and employee are managed the authority that system module uses and module data is checked, safeguarded in system;
By log management module 7,, collect user's using system behavioral data, tracker operation conditions and the behavior of user's using system through dividing the behavior of user's using system; Log management module provides daily record complete list, daily record hierarchical management, makes system log message be convenient to inquiry, also is convenient to the system manager according to system's practical operation situation, and dynamic debugging system is given record by what grade to ruuning situation;
By bulletin administration module 8; Be used for the administration staff of the investment bank; Issue to information such as company's rules and regulations, notice of meeting, specific notifications; The reservation module makes things convenient for managerial personnel can create the issue official document at any time, and the bulletin issuing time is set, and bulletin in time activates the bulletin issuing function by the time of reservation; Simultaneously, the bulletin administration module uses bulletin issue Object Management group, makes the bulletin scope of release be able to control;
By base module 6,, make knowledge base by the time of the reservation document that obtains automatically, refreshes one's knowledge, the storehouse content of enriching one's knowledge through knowledge base being built the maintenance of storehouse rule; Simultaneously, base module is convenient to the employee of the investment bank consulting document in the knowledge base through complete list;
By Workflow Management module 5, the establishment and the operation of management investment bank workflow through the flow template module, are convenient to the investment bank and are in time adjusted workflow; Simultaneously, the categorical data of workflow, the state in the work flow operation, personal information data through the flow process complete list, are inquired about, and follow the trail of;
By administration of statistic forms module 9, the report form template maintenance module is provided, form regularly generates service, and form is generated in advance, regularly issue, the investment bank obtains operation situation form the very first time, for decision of the senior level provides foundation.
In sum, technical scheme of the present invention realizes the fine-grained management of investment securities bank, standardized management and high-efficiency management, thereby improves core competitiveness.
What need understand is: the above only is a preferred implementation of the present invention; For those skilled in the art; Under the prerequisite that does not break away from the principle of the invention, can also make some improvement and retouching, these improvement and retouching also should be regarded as protection scope of the present invention.
Claims (6)
1. investment bank's total management system; It is characterized in that: comprise customer management module (3), project management module (2), financial management module (4), base module (6), log management module (7), bulletin administration module (8), Workflow Management module (5), administration of statistic forms module (9) and system management module (1); Said system management module (1) provides the management to investment bank's organization management, user management and System Privileges; Said customer management module (3), around to client's industry segmentation, customer information is compiled, is studied, contact and project are carried out; Said project management module (2) is adopted as heir customer account management, and then creates, carries out project, according to investment bank's main business characteristics, sets up the project life cycle is managed; Said financial management module (4) is centered around the input and output on client, project and the employee, revenue and expenditure control; Said bulletin administration module (8) carries out release management to Corporation Instructions, articles of corporation and company system in inside; Said log management module (7) is collected the employee work achievement; Said Workflow Management module (5) is supported on customer account management, project management and financial management aspect and carries out standard process definition, operation and monitoring and manage; Said administration of statistic forms module (9) through collecting, analyze, put in order main business running status, operation achievement in all fields, generates statistical report form and supports strategic decision; Said system management module (1) maintenance customer's data, the employee of investment bank data, system module permissions data and system data permissions data, project management module (2) is obtained project personnel's data, module authority, module data permissions data through system management module (1); Said customer management module (3) is obtained outside personnel, the permissions data through system management module (1), also obtains project data; Said financial management module (4) obtains employee's data, module authority visit data and financial data access right data through system management module (1); Said financial management module (4) obtains project data and customer data through system management module (1), and financial data is added up by project, client; Said Workflow Management module (5); Provide the workflow service to supply project management module (2), financial management module (4), customer management module (3) visit to call, make these three modules obtain to belong to flow definition, flow state data and historical flow data separately; Said administration of statistic forms module (9) obtains basic data through access system administration module (1), obtains module data separately through other modules of system, carries out data aggregation, processing, storage, supplies form to use; Said bulletin administration module (8) and base module (6) all obtain user right data and system user data from system management module (1), make bulletin and knowledge base document carry out match management by the system user authority; Said log management module (7) provides daily record to write incoming interface, supplies other module invokes, register system behavior daily record.
2. the investment bank according to claim 1 total management system; It is characterized in that: said system management module comprises organization management module (101), Role Management module (102), employee's administration module (103), module authority management module (104) and data permission administration module (105); Organization management module (101) is safeguarded investment bank's organizational information, department information; Role Management module (102) depends on organization management module (101); Make the role be subordinated to investment bank's tissue, employee's administration module (103) obtains the system user data from user management module (106), and employee's attribute information is set; Employee's administration module (106) obtains institutional framework module data, Role Management module data simultaneously, makes the employee obtain organizational attribution and role attribute; Module authority management module (104) and data permission administration module (105) belong to authority management module; Move in module authority management module (104) representative system; Can be by all system modules of system user use; Through module authority management module (104), whether control system user can visit a certain module; Data permission administration module (105), the data in the representative system, through user right or role-security are set, whether control user or role have data in the system is checked, creates, upgrades and delete.
3. the investment bank according to claim 1 total management system; It is characterized in that: said project management module comprises set up the project in advance module (203), the module of approving and initiate a project (204), project kernel module (205), project of item types administration module (201), project name preauthorization module (202), project and finishes module (206), project kernel type block (207), project statistical module (208) and project and have a guide look of module (209); Item types administration module (201) Maintenance Significant Items categorical data, project kernel type block (207) Maintenance Significant Items kernel categorical data; Project name preauthorization module (202) when new project, obtains the item types data from item types administration module (201), and according to item types, whether the decision project need accomplish preparatory project verification flow process, and gets into the project verification flow process; After project is passed through successfully through project name preauthorization module (202); The particular type project is obtained this project information in the project module (203) of setting up the project in advance; Thereby initiate project verification flow process in advance; The project of other types then obtains its project data in the module of approving and initiate a project (204), thereby initiates the project verification flow process; After project was accomplished preparatory project initiation phase, project initiation phase, this project data obtained at the project kernel module, thereby gets into the project kernel stage, and project of the same type by different kernel types, is initiated by the kernel type one by one; To finished item title preauthorization module stage flow process; Or the project module stage flow process of setting up the project in advance, or the module stage flow process of approving and initiate a project, or project kernel module stage flow process; Finish module (206) stage in project; All it is initiated process ends, project statistical module (208) and definition of data, service data and the structured data of project guide look module (209) from other modules acquisition project flow processs are realized project is browsed and followed the tracks of.
4. the investment bank according to claim 1 total management system; It is characterized in that: said customer management module comprises client information management module (301), client segmentation administration module (302), customer contact module (303), client's project management module (304) and trade connection log pattern (305); Said client information management module (301); Obtain client's categorical data from client segmentation administration module (302); Obtain the trade connection personal data from customer contact module (303), to customer basis data qualification and refinement management; Client's project management module (304) provides project data, associated client data, customer data is formed with project data be connected; Trade connection log pattern (305), associated client basic data, employee's data realize that tracking, understanding employee develop in client's project process the actual development condition data of project.
5. the investment bank according to claim 1 total management system; It is characterized in that: said financial management module comprises project budget administration module (401), project cost control module (402), receivable administration module (403), deals with administration module (404), cashier administration module (405), credential management module (406) and account of finance module (407); Project budget administration module (404) obtains categorical data from the item types administration module, for each type project is formulated the budget degree; Project cost control module (402) is obtained project information from project management module, and through receivable administration module (403), deal with administration module (404), safeguard the balance data of each project respectively; Cashier's administration module (405) obtains voucher data, the subject data of each project from credential management module (406), account of finance module (407), gathers to form the project cost data.
6. utilize the said system of claim 1 to realize the method for investment bank's integrated management, it is characterized in that:, through maintain customer information basic data, and to client's the industry, provide the in addition Classification Management of client's classification by customer management module (3); Through setting up customer contact information, and set up the incidence relation between client and the investment bank's project, track project is carried out in the process, and the permanent tracking contact management to the client is reached in the communication between company personnel and the customer contact, negotiation daily record;
By project management module (2), through the establishment item types, and according to item types, which kind of module running project decision uses; Simultaneously, in the project name preauthorization stage, according to the item types of selecting, whether the decision project needs project verification in advance, perhaps directly gets into project initiation phase; Except that how setting up the project through the item types management project, increase project kernel type, the kernel that the realization project is accomplished different phase needs; Project management module finishes module through project, realizes the concluding a research item management to project; Through project statistical module, itemized schedule module, make that the user in time grasps in the project operation, postrun state, data tracing check;
By financial management module (4), through the budget of identifying project of project budget administration module, the project cost control module funds operating position of identifying project; Through receivable administration module, deal with the administration module income and expenses of identifying project, make the financial management data correct through cashier's administration module, the typing of financial data; Be subject to be managed according to the account of finance administration module; Through the credential management module, voucher is managed, realize that the cashier is reasonable to balance data;
By system management module (1), the organization management to the investment bank is provided, the employee of the investment bank, employee role and employee are managed the authority that system module uses and module data is checked, safeguarded in system;
By log management module (7),, collect user's using system behavioral data, tracker operation conditions and the behavior of user's using system through dividing the behavior of user's using system; Log management module provides daily record complete list, daily record hierarchical management, makes system log message be convenient to inquiry, also is convenient to the system manager according to system's practical operation situation, and dynamic debugging system is given record by what grade to ruuning situation;
By bulletin administration module (8); Be used for the administration staff of the investment bank; Issue to company's rules and regulations, notice of meeting, specific notification information; The reservation module makes things convenient for managerial personnel to create the issue official document at any time, and the bulletin issuing time is set, and bulletin in time activates the bulletin issuing function by the time of reservation; Simultaneously, the bulletin administration module uses bulletin issue Object Management group, makes the bulletin scope of release be able to control;
By base module (6),, make knowledge base by the time of the reservation document that obtains automatically, refreshes one's knowledge, the storehouse content of enriching one's knowledge through knowledge base being built the maintenance of storehouse rule; Simultaneously, base module is convenient to the employee of the investment bank consulting document in the knowledge base through complete list;
By Workflow Management module (5), the establishment and the operation of management investment bank workflow through the flow template module, are convenient to the investment bank and are in time adjusted workflow; Simultaneously, the categorical data of workflow, the state in the work flow operation, personal information data through the flow process complete list, are inquired about, and follow the trail of;
By administration of statistic forms module (9), the report form template maintenance module is provided, form regularly generates service, and form is generated in advance, regularly issue, the investment bank obtains operation situation form the very first time, for decision of the senior level provides foundation.
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Application publication date: 20120912 |