CN109858864A - A kind of client management system towards lending and borrowing business - Google Patents
A kind of client management system towards lending and borrowing business Download PDFInfo
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- CN109858864A CN109858864A CN201811128309.3A CN201811128309A CN109858864A CN 109858864 A CN109858864 A CN 109858864A CN 201811128309 A CN201811128309 A CN 201811128309A CN 109858864 A CN109858864 A CN 109858864A
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Abstract
The invention discloses a kind of client management systems towards lending and borrowing business, to solve the problems, such as in credit operation for sales force management.Client management system of one of the embodiment of the present invention towards lending and borrowing business, comprising: server；The database being stored in the server；Client realizes information operation by the operation to database；Wherein, the server includes the virtual secrecy subnet of desktop, the security identifier of security domain and client and the server management module of security level for configuration management domain；The database includes for managing the lending and borrowing business management module of lending and borrowing business data, for the customer management module of managing customer data and sales force's data, customer management module, in addition to include to the management of client other than, it further include the management to sales force, so as to realize the management to sales force.
Description
Technical field
The present invention relates to field of computer technology, in particular to a kind of client management system towards lending and borrowing business.
Background technique
The rapid development of today's society science and technology, internet finance are also more and more well known, and pass through internet
Carrying out debt-credit can bring great convenience to user, for example the platforms such as major shopping, finance, internet finance are each provided with debt-credit
Function, so that user can buy oneself interested article in insufficient funds.
When user borrows or lends money, each large platform can be according to the personal essential information, academic information, social letter of user
Multiple dimensions such as breath, job information, history loan information carry out the repaying ability assessment of personal loan, it is, personal credit
Scoring determines whether to borrow or lend money and borrow or lend money amount according to credit scoring.In order to expand financial business, each large platform also can be based on use
Whether the data at family, which will carry out debt-credit to user's future, is predicted.
However, for for the management of sales force, there are no specific Managed Solutions in lending and borrowing business.
Summary of the invention
The present invention provides a kind of client management system towards lending and borrowing business, to solve in the prior art for money-lending business
The problem of in business for sales force management.
In order to solve the above technical problems, the technical solution used in the present invention are as follows: a kind of client's pipe towards lending and borrowing business
Reason system, the system include: server；The database being stored in the server；Client passes through the operation to database
Realize information operation；Wherein, the server includes the virtual secrecy subnet of desktop, security domain and the client for configuration management domain
The security identifier at end and the server management module of security level；The database includes for managing borrowing for lending and borrowing business data
Borrow service management module, for the customer management module of managing customer data and sales force's data, customer management module, including
It further include the management to sales force other than the management of client, so as to realize the management to sales force.
Above-mentioned client management system, the system further include:
Login module, schedule management module, report management module, wechat enterprise module, mobile approval module, project management mould
Block, task management module, conference management module and expenses management module.
Above-mentioned client management system, the customer management module include:
Customer data unit, sales force's movement track unit, attendance unit；
Wherein, customer data unit includes that client increases area, customer inquiries area, client's details area, client's statistical analysis area newly；
Attendance unit includes that sign-in area is moved in attendance, area is checked in same day attendance, area, work attendance statistics area, attendance are checked in annual attendance
Manage billboard area.
Above-mentioned client management system, the lending and borrowing business management module include:
Loan application increase newly unit, loan application modification unit, examination & approval loan unit, unit of offering loans, recycling loan unit,
Renewal of a loan unit, overdue loan unit, overdue loan administrative unit, Pyatyi sorting unit, asset management unit.
Above-mentioned client management system, the schedule management module include:
Newly-built schedule unit, my schedule unit, schedule details unit, schedule query unit.
Above-mentioned client management system, the report management module include:
New Report unit, report list unit are checked and comment unit, report and statistic unit.
Above-mentioned client management system, the wechat enterprise module include:
Address list unit, organizational structure unit, colleague's inviting unit, personnel's details unit, timely communication unit, newly-built group are single
Member, circle unit, task link up unit.
Above-mentioned client management system, the mobile approval module include:
Process acts on behalf unit, workflow examination and approval unit, suggestions made after examination unit, flow tracking unit, application unit；
Wherein, application unit includes vehicle application area, goes on business and apply for area, have a holiday and apply for area, seal application area.
Above-mentioned client management system, the task management module include:
Newly-built TU task unit, my TU task unit, Task-decomposing unit, task are checked and accepted and comment unit.
Above-mentioned client management system, the conference management module include:
Meeting planning unit, notice of meeting unit, barcode scanning are registered unit, statistic unit of registering.
These aspects or other aspects of the application can more straightforward in the description of embodiment below.
Detailed description of the invention
To describe the technical solutions in the embodiments of the present invention more clearly, make required in being described below to embodiment
Attached drawing is briefly introduced, it should be apparent that, drawings in the following description are only some embodiments of the invention, for this
For the those of ordinary skill in field, without any creative labor, it can also be obtained according to these attached drawings
His attached drawing.
Fig. 1 is a kind of client management system structural schematic diagram towards lending and borrowing business of the embodiment of the present invention.
Specific embodiment
To make the objectives, technical solutions, and advantages of the present invention clearer, below in conjunction with attached drawing to the present invention make into
It is described in detail to one step, it is clear that the described embodiments are only some of the embodiments of the present invention, rather than whole implementation
Example.Based on the embodiments of the present invention, obtained by those of ordinary skill in the art without making creative efforts
All other embodiment, shall fall within the protection scope of the present invention.
With reference to Fig. 1, a kind of client management system towards lending and borrowing business provided in an embodiment of the present invention, comprising:
Server 10,
Be stored in database 20 in the server,
Client 30 realizes information operation by the operation to database；
Wherein, the server 10 includes the safety of virtual secrecy subnet for configuration management domain, security domain and client 30
The service management module 101 of mark and security level；
The database 20 includes for managing the lending and borrowing business management module 200 of lending and borrowing business data, for managing customer number
According to the customer management module 201 with sales force's data.
A kind of above-mentioned client management system towards lending and borrowing business, including server 10, the number being stored in server 10
According to library 20, the client 30 of information operation is realized by the operation to database 20, the client's pipe for wherein including in database 20
Manage module 201, in addition to include to the management of client other than, further include the management to sales force, so as to realize to sale
The management of personnel.
In specific embodiment, the database 20 further include:
Login module 202, attendance module 203, schedule management module 204, report management module 205, wechat enterprise module 206,
Mobile approval module 207, project management module 208, task management module 209, conference management module 210 and expenses management mould
Block 211.
In specific embodiment, the login module 202 is clicked to enter by the operation of the login page of client 30
Login button inputs username and password, clicks and logs in, can log on to proper account.
It should be noted that employee is added to system from backstage by administrator by general employee, registered without oneself.
If having forgotten password in login process, it can also click and forget Password to give password for change.
In specific embodiment, the customer management module 201 includes:
Customer data unit 2010, sales force's movement track unit 2011, attendance unit 2012；
Wherein, customer data unit 2010 includes that client increases area A, customer inquiries area B, client's details area C, client's statistical analysis newly
Area D.
Specifically, the operation of the customer account management page by client 30, can increase newly in client and increase client's letter in area A newly
Breath, and the customer information newly increased is stored in database 20；
By the operation of the customer account management page of client 30, it can inquire in database 20 and store in customer inquiries area B
Customer information list；
By the operation of the customer account management page of client 30, essential information, the row of client can be inquired in client's details area C
Dynamic report and contact information；
By the operation of the customer account management page of client 30, it can be statisticallyd analyze in area D in client and carry out one according to big data
The calculating of series, thus find out that the trend of client moves towards figure, it is convenient that further cognition is carried out to client.
It, can be with by the operation of the customer account management page of client 30 specifically, sales force's movement track unit 2011
Movement track, the dynamic of sales force and the behavior of sales force on the day of sales force are viewed, so as to realize pair
The management of sales force.
In specific embodiment, attendance management module 203 checks list including the mobile unit 2030 of registering of attendance, same day attendance
Member 2031, annual attendance check that plate unit 2034 is seen in unit 2032, work attendance statistics unit 2033, attendance management.
In an implementation, by the operation of the attendance management page of client 30, mobile button of registering is clicked, it can be in attendance
Mobile register and/or sign-out is realized in mobile unit 2030 of registering；
By the operation of the customer account management page of client 30, attendance examining on the day of checking in unit 2031 can be checked on the day of
It is diligent, for example several points register working；
By the operation of the attendance management page of client 30, it can be checked in unit 2032 in annual attendance and check personal year
Attendance is live, and system can check card situation according to personal attendance, evaluates the attendance actual conditions of the employee automatically；
By the operation of the attendance management page of client 30, can be remembered in work attendance statistics unit 2033 according to previous attendance
Record automatically analyzes the late, actual conditions such as leave early, ask for leave；
By the operation of the attendance management page of client 30, it can be seen in plate unit 2034 in attendance management and be directly viewable data
Every attendance information of each department, each employee that are stored in library 20.
The attendance of employee is managed using attendance management module 203, it is convenient and efficient, multi-period beat can be independently set
Card realizes that movement registers, is sign-out, real-time statistics, and work attendance statistics analysis is very clear.
In specific embodiment, lending and borrowing business management module 200 includes:
Specifically, loan application increases unit 2000 newly, loan application modification unit 2001, examination & approval loan unit 2002, provides and borrow
Money unit 2003, recycling loan unit 2004, renewal of a loan unit 2005, overdue loan unit 2006, overdue loan management are single
First 2007, Pyatyi sorting unit 2008, asset management unit 2009.
Customer ID is inputted by the loan transaction administration page of client 30 and realizes inquiry, it can be newly-increased in loan application
The loan application that the client has handled is inquired in unit 2000, then inputs newly-increased loan application data；
By the operation of the loan transaction administration page of client 30, can modify in unit 2001 in loan application by customer ID
Inquiry is realized in input, inquires the loan application that the client has handled, then after the operation of modification loan data executes, again
Loan application is inputted；
By the operation of the loan transaction administration page of client 30, customer ID can be inputted in examination & approval loan unit 2002
It realizes inquiry, inquires the loan application that the client has handled, then after the operation of examination & approval loan executes, by loan examination & approval knot
Fruit is inputted；
By the operation of the loan transaction administration page of client 30, customer ID can be inputted in unit 2003 of offering loans
It realizes inquiry, inquires the loan application that the client has handled, then after the operation for the data of offering loans executes, loan is sent out
Information is put to be inputted；
By the operation of the loan transaction administration page of client 30, the account that can will provide a loan in recycling loan unit 2004 is defeated
Enter to realize inquiry, inquires this loan and give back detail, then loan gives back data manipulation and executes input action；
By the operation of the loan transaction administration page of client 30, the account that can will provide a loan in renewal of a loan unit 2005 is defeated
Enter to realize inquiry, inquires this loan and give back detail, then renewal of a loan data manipulation executes input action；
By the operation of the loan transaction administration page of client 30, the account that can will provide a loan in overdue loan unit 2006 is defeated
Enter to realize inquiry, inquires this loan and give back detail, then overdue loan data manipulation executes input action；
By the operation of the loan transaction administration page of client 30, can will provide a loan account in overdue loan administrative unit 2007
Number input realize inquiry, inquire this loan give back detail, then after overdue loan relevant department's data operation execute it is defeated
Enter movement；
By the operation of the loan transaction administration page of client 30, can in Pyatyi sorting unit 2008 according to customer ID or
Account of providing a loan selection carries out sorting, and operational motion executes input loan Pyatyi sorting result；
It, can be middle defeated by customer ID in asset management unit 2009 by the operation of the loan transaction administration page of client 30
Enter to realize inquiry, inquire the loan application data that the client has handled, then execute the operation of the loan application data of record,
Recently enter assets assessment result.
In specific embodiment, the schedule management module 204 includes:
Newly-built schedule unit 2040, my schedule unit 2041, schedule details unit 2042, schedule query unit 2043.
Specifically, newly-built schedule unit 2040 can create schedule by the schedule management page of client 30；
By the operation of the schedule management page of client 30, oneself remarks is marked before checking in my schedule unit 2041
Have those vital tasks daily；
By the operation of the schedule management page of client 30, can be entered in schedule details unit 2042 specific each
Inside it routing, it thus it can be seen that today oneself has those tasks to need to complete；
By the operation of the schedule management page of client 30, can be arrived in schedule query unit 2043 by keyword query
The distribution of task.
In specific embodiment, the report management module 205 includes:
New Report unit 2050, report list unit 2051 are checked and comment unit 2052, report and statistic unit 2053.
Specifically, New Report unit 2050 can fill in report by the report administration page of client 30, then will
The report filled in is stored in database 20；
By the operation of the report administration page of client 30, can be checked in current database in report list unit 2051
All reports of storage；
By the operation of the report administration page of client 30, specifying information can be checked with comment unit 2052 checking；
By the operation of the report administration page of client 30, daily sheet can be checked in report and statistic unit 2053, week
Report, moon sheet.
In specific embodiment, the wechat enterprise module 206 includes:
Address list unit 2060, colleague's inviting unit 2062, personnel's details unit 2063, leads to organizational structure unit 2061 in time
It interrogates unit 2064, newly-built group of cells 2065, circle unit 2066, task and links up unit 2067.
Specifically, the operation of the wechat enterprise page by client 30, can check in address list unit 2060 and work as
Preceding address list good friend；
By the operation of the wechat enterprise page of client 30, current company organization can be checked in organizational structure unit 2061
Architecture diagram；
By the operation of the wechat enterprise page of client 30, can be added in colleague's inviting unit 2062 newly work together it is micro-
Letter；
By the operation of the wechat enterprise page of client 30, middle personnel in communication can be checked in personnel's details unit 2063
Details；
It, can good friend in timely communication unit 2064 and in address list by the operation of the wechat enterprise page of client 30
It chats；
By the operation of the wechat enterprise page of client 30, group can be created in newly-built group of cells 2065, in group
The good friend neutralized in group chats；
By the operation of the wechat enterprise page of client 30, the nearest work of business associate can be checked in circle unit 2066
Make dynamic；
By the operation of the wechat enterprise page of client 30, it can be linked up in unit 2067 in task and notify newly to issue automatically
Task.
In specific embodiment, the mobile approval module 207 includes:
Process acts on behalf unit 2070, workflow examination and approval unit 2071, suggestions made after examination unit 2072, flow tracking unit 2073, application
Unit 2074；
Wherein, application unit 2074 includes vehicle application area E, goes on business and apply for area F, have a holiday and apply for area G, seal application area H.
Specifically, the operation of the mobile examination & approval page by client 30, can act on behalf in unit 2070 in process and check
Current all backlogs；
By the operation of the mobile examination & approval page of client 30, mobile examination & approval can be carried out in workflow examination and approval unit 2071；
By the operation of the mobile examination & approval page of client 30, relevant examination & approval meaning can be filled in suggestions made after examination unit 2072
See；
By the operation of the mobile examination & approval page of client 30, process progress can be checked in flow tracking unit 2073；
The vehicle application area E that application unit 2074 includes can be filled in by the mobile examination & approval page of client 30 relevant information into
Driving application；
By the operation of the mobile examination & approval page of client 30, can apply filling out in area F in the going on business of including of application unit 2074
It writes relevant information and carries out application of going on business；
By the operation of the mobile examination & approval page of client 30, can apply filling out in area G in the having a holiday of including of application unit 2074
It writes relevant information and carries out application of having a holiday；
By the operation of the mobile examination & approval page of client 30, can be filled out in the seal application area H that application unit 2074 includes
It writes relevant information and carries out seal application.
In specific embodiment, the project management module 208 includes:
Project information unit 2080, project plan unit 2081, project assign unit 2082, project reporting element 2083, project
Link up unit 2084, project monitoring unit 2085, project conclusion unit 2086, project statistic unit 2087.
Specifically, the operation of the project management page by client 30, can check in project information unit 2080
Entry Details；
By the operation of the project management page of client 30, the specific meter of project can be checked in project plan unit 2081
It draws；
By the operation of the project management page of client 30, grassroot project in unit 2082 can be assigned in project；
By the operation of the project management page of client 30, task can be reported to upper in project reporting element 2083
Grade；
By the operation of the project management page of client 30, can be linked up in project communication unit 2084 with project leader
The project；
By the operation of the project management page of client 30, the progress of project can be checked in project monitoring unit 2085；
By the operation of the project management page of client 30, entry item can be summarized in project conclusion unit 2086；
By the operation of the project management page of client 30, can be checked in project statistic unit 2087 moon project statistics or
Year project statistics.
In specific embodiment, the task management module 209 includes:
Newly-built TU task unit 2090, my TU task unit 2091, Task-decomposing unit 2092, task are checked and accepted and comment unit
2093。
Specifically, the operation of the task management page by client 30, can create in newly-built TU task unit 2090
New task；
By the operation of the task management page of client 30, it can check that personal task is completed in my TU task unit 2091
Progress；
By the operation of the task management page of client 30, a task can be divided into task decomposition unit 2092 more
A small task, can be detail by task management；
By the operation of the task management page of client 30, it can check and accept and comment in unit 2093 carrying out in task to task
It checks and accepts and comments on.
In specific embodiment, the conference management module 210 includes:
Meeting planning unit 2100, notice of meeting unit 2101, barcode scanning are registered unit 2102, statistic unit 2103 of registering.
Specifically, the operation of the conference management page by client 30, can plan in unit 2100 in advance in meeting
Formulate programof meeting；
By the operation of the conference management page of client 30, the ginseng for needing to notify can be selected in notice of meeting unit 2101
Add the information such as personnel, meeting start time and the meeting-place of meeting；
By the operation of the conference management page of client 30, it can register in barcode scanning and carry out barcode scanning in unit 2102 and register；
By the operation of the conference management page of client 30, system of currently registering can be checked in statistic unit 2103 of registering
Meter.
In specific embodiment, the expenses management module 211 includes:
Loaning bill unit 2110 and Charges Insurance unit 2111.
Specifically, the operation of the expenses management page by client 30, can fill in correlation in loaning bill unit 2110
Loaning bill information；
By the operation of the expenses management page of client 30, correlative charges insurance can be filled in Charges Insurance unit 2111
Information.
Above by reference to showing according to the method, apparatus (system) of the embodiment of the present application and/or the frame of computer program product
Figure and/or flow chart describe the application.It should be understood that can realize that block diagram and or flow chart is shown by computer program instructions
The combination of the block of a block and block diagram and or flow chart diagram for figure.These computer program instructions can be supplied to logical
With computer, the processor of special purpose computer and/or other programmable data processing units, to generate machine, so that via meter
The instruction that calculation machine processor and/or other programmable data processing units execute creates for realizing block diagram and or flow chart block
In specified function action method.
Correspondingly, the application can also be implemented with hardware and/or software (including firmware, resident software, microcode etc.).More
Further, the application can take computer usable or the shape of the computer program product on computer readable storage medium
Formula has the computer realized in the medium usable or computer readable program code, to be made by instruction execution system
It is used with or in conjunction with instruction execution system.In the present context, computer can be used or computer-readable medium can be with
It is arbitrary medium, may include, stores, communicates, transmits or transmit program, is made by instruction execution system, device or equipment
With, or instruction execution system, device or equipment is combined to use.
Obviously, various changes and modifications can be made to the invention without departing from essence of the invention by those skilled in the art
Mind and range.In this way, if these modifications and changes of the present invention belongs to the range of the claims in the present invention and its equivalent technologies
Within, then the present invention is also intended to include these modifications and variations.
Claims (10)
1. a kind of client management system towards lending and borrowing business, which is characterized in that the system includes:
Server；
The database being stored in the server；
Client realizes information operation by the operation to database；
Wherein, the server includes the safety of the virtual secrecy subnet of desktop for configuration management domain, security domain and client
The server management module of mark and security level；
The database includes for managing the lending and borrowing business management module of lending and borrowing business data, for managing customer data and pin
Sell the customer management module of demographic data.
2. a kind of client management system towards lending and borrowing business as described in claim 1, which is characterized in that the database is also
Include:
Login module, attendance management module, schedule management module, report management module, wechat enterprise module, mobile examination & approval mould
Block, project management module, task management module, conference management module and expenses management module.
3. a kind of client management system towards lending and borrowing business as claimed in claim 1 or 2, which is characterized in that institute
Stating customer management module includes:
Customer data unit and sales force's movement track unit,；
Wherein, customer data unit includes that client increases area, customer inquiries area, client's details area, client's statistical analysis area newly.
4. a kind of client management system towards lending and borrowing business as claimed in claim 3, which is characterized in that the lending and borrowing business
Management module includes:
Loan application increase newly unit, loan application modification unit, examination & approval loan unit, unit of offering loans, recycling loan unit,
Renewal of a loan unit, overdue loan unit, overdue loan administrative unit, Pyatyi sorting unit, asset management unit.
5. a kind of client management system towards lending and borrowing business as claimed in claim 4, which is characterized in that the schedule management
Module includes:
Newly-built schedule unit, my schedule unit, schedule details unit, schedule query unit.
6. a kind of client management system towards lending and borrowing business as claimed in claim 5, which is characterized in that the report management
Module includes:
New Report unit, report list unit are checked and comment unit, report and statistic unit.
7. a kind of client management system towards lending and borrowing business as claimed in claim 6, which is characterized in that the wechat enterprise
Module includes:
Address list unit, organizational structure unit, colleague's inviting unit, personnel's details unit, timely communication unit, newly-built group are single
Member, circle unit, task link up unit.
8. a kind of client management system towards lending and borrowing business as claimed in claim 7, which is characterized in that the mobile examination & approval
Module includes:
Process acts on behalf unit, workflow examination and approval unit, suggestions made after examination unit, flow tracking unit, application unit；
Wherein, application unit includes vehicle application area, goes on business and apply for area, have a holiday and apply for area, seal application area.
9. a kind of client management system towards lending and borrowing business as claimed in claim 8, which is characterized in that the task management
Module includes:
Newly-built TU task unit, my TU task unit, Task-decomposing unit, task are checked and accepted and comment unit.
10. a kind of client management system towards lending and borrowing business as claimed in claim 9, which is characterized in that the meeting pipe
Managing module includes:
Meeting planning unit, notice of meeting unit, barcode scanning are registered unit, statistic unit of registering.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811128309.3A CN109858864A (en) | 2018-09-27 | 2018-09-27 | A kind of client management system towards lending and borrowing business |
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| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811128309.3A CN109858864A (en) | 2018-09-27 | 2018-09-27 | A kind of client management system towards lending and borrowing business |
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| Publication Number | Publication Date |
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| CN109858864A true CN109858864A (en) | 2019-06-07 |
Family
ID=66889693
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| Application Number | Title | Priority Date | Filing Date |
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| CN201811128309.3A Pending CN109858864A (en) | 2018-09-27 | 2018-09-27 | A kind of client management system towards lending and borrowing business |
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Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN112598296A (en) * | 2020-12-25 | 2021-04-02 | 中用科技有限公司 | Intelligent electronic customer relationship management system and method |
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