CN111145030A - Configurable unified management platform and method - Google Patents
Configurable unified management platform and method Download PDFInfo
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- CN111145030A CN111145030A CN201911212309.6A CN201911212309A CN111145030A CN 111145030 A CN111145030 A CN 111145030A CN 201911212309 A CN201911212309 A CN 201911212309A CN 111145030 A CN111145030 A CN 111145030A
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- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
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- G06F11/00—Error detection; Error correction; Monitoring
- G06F11/30—Monitoring
- G06F11/3003—Monitoring arrangements specially adapted to the computing system or computing system component being monitored
- G06F11/301—Monitoring arrangements specially adapted to the computing system or computing system component being monitored where the computing system is a virtual computing platform, e.g. logically partitioned systems
Abstract
The invention discloses a configurable unified management platform and a method, comprising the following steps: s1, the fund is established, and the user maintains basic fund information, contract information and fund account information in the system; s2, fund sales, docking the fund sales system, acquiring the sales data of the fund on the current day, and calculating the share of the related investors and the performance reward of the fund according to the sales data; s3, data are collected, and fund data, transaction data and position holding data related to products are acquired by connecting PB systems of different dealer channels according to the basic information provided in S1; and S4, performing centralized transaction, wherein centralized ordering is performed in the system according to the fund capital position information acquired in S3, and the issued instruction is directly connected with PB systems of different dealer channels to realize centralized transaction. The invention provides a unified monitoring, transaction and management platform aiming at a company level in a multi-channel PB system operation mode, and solves the information island problem commonly existing in various companies in the financial industry.
Description
Technical Field
The invention relates to the technical field of transaction and management, in particular to a configurable unified management platform and a configurable unified management method.
Background
The chinese fund industry has been a nearly hundred companies from the 90 s to date, issuing thousands of fund products. While the fund industry is rapidly developed, the relevant specifications are gradually matured, and various companies gradually build various matching systems to perfect fund management and transaction processes in the companies. Because fund management relates to a plurality of fund, fund establishment, fund sales, fund operation, fund transaction and the like all need related functions to provide support for services, more and more internal systems of a company are caused, and information isolated islands can be formed among different systems due to connectivity problems, so that system data is redundant and is not beneficial to management. And new service requirements are continuously introduced into a new system, which finally results in numerous systems and continuously increased maintenance cost.
Communicating data between different systems is cost prohibitive for the technical sector to develop. Therefore, companies in the financial industry are urgently in need of solutions to the continued development of such information islands.
Disclosure of Invention
The invention aims to overcome the defects of the prior art, provides a configurable unified management platform and a method, provides a unified monitoring, unified transaction and unified management platform aiming at a company level in a multi-channel PB system operation mode, and solves the information island problem commonly existing in various companies in the financial industry.
The purpose of the invention is realized by the following technical scheme:
a configurable unified management platform is provided,
s1, the fund is established, and the user maintains basic fund information, contract information and fund account information in the system;
s2, fund sales, docking the fund sales system, acquiring the sales data of the fund on the current day, and calculating the share of the related investors and the performance reward of the fund according to the sales data;
s3, data are collected, and fund data, transaction data and position holding data related to products are acquired by connecting PB systems of different dealer channels according to the basic information provided in S1;
s4, performing centralized transaction, namely performing centralized ordering in the system according to the fund capital position information acquired in S3, and directly butting issued instructions to PB systems of different dealer channels to realize centralized transaction;
s5, performing joint wind control on the company level according to the position information of the fund acquired in the S3; and/or monitoring the wind control violation condition of the fund in real time; according to the command issued by S4, carrying out pre-risk budget on the issued command at the company and fund level;
s6, pre-evaluating, according to the fund sales data and the transaction data provided in S2 and S3, performing T +0 quasi real-time pre-evaluating for the fund;
s7, operating the fund, and performing corresponding disposal operation according to the fund contract information by taking the fund wind control result and the net value result given by S5 and S6 as references;
s8, analyzing the performance of the fund, and generating valuation table information after the position information of the fund and the processing of the S6 system are obtained according to the position information of the fund obtained in the S3; analyzing the performance achievement of the fund every week and every month to generate a performance analysis report aiming at the fund level;
and S9, customer service management, wherein the daily net worth information generated in S6 and the fund performance analysis report information generated in S8 are sent to the related investors or the concerned investors at regular time by a mail system built in the system.
A configurable unified management platform operation method executes steps S1-S9.
The invention has the beneficial effects that:
(1) the invention provides a unified monitoring, transaction and management platform aiming at a company level in a multi-channel PB system operation mode, and solves the information island problem commonly existing in various companies in the financial industry. Specifically, the function points are covered comprehensively, and basically cover all systems in the whole life cycle of the fund, including a fund life cycle management system, an investor appropriateness management system, a TA system, a valuation system, an investment transaction system, a wind control management system, a performance attribution system and a customer management system.
(2) The invention is a configuration system, all the functional points are configured, and partial modules can be selected for use according to the use condition in the actual company. Compared with the traditional systems with various dispersions, the invention reduces the generation of information islands to a certain extent.
(3) The invention constructs a configurable unified management platform, optimizes the system interface function while perfecting the internal function module, and can directly interface with other system databases to obtain related data. Other systems can also be connected through a simple development mode.
(4) The invention is internally provided with a workflow engine and is suitable for diversified internal management processes of different companies. And an authority configuration engine is arranged in the system, so that authority related limitation can be completed quickly according to actual service scenes. And a built-in BI engine can convert the flattened data in the system into a visual chart.
(5) The invention can increase or decrease the function modules according to different requirements of users, can realize quick adaptation to newly added services, and can effectively reduce the generation of information isolated islands and the increase of maintenance cost caused by excessive systems.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to these drawings without creative efforts.
FIG. 1 is a functional block diagram of the present invention;
FIG. 2 is a background configuration management page in accordance with the present invention;
FIG. 3 is a workflow engine of the present invention;
FIG. 4 is a rights configuration page of the present invention;
FIG. 5 is a centralized transaction presentation diagram of the present invention;
FIG. 6 is a joint wind control display diagram of the present invention;
FIG. 7 is a diagram showing the estimation results of the present invention;
FIG. 8 is a product lifecycle overview of the present invention;
FIG. 9 is a calendar reminder display of the present invention;
fig. 10 is a performance report display diagram of the present invention.
Detailed Description
The technical solutions of the present invention are further described in detail below with reference to the accompanying drawings, but the scope of the present invention is not limited to the following. All of the features disclosed in this specification, or all of the steps of a method or process so disclosed, may be combined in any combination, except combinations where mutually exclusive features and/or steps are used.
Any feature disclosed in this specification (including any accompanying claims, abstract and drawings), may be replaced by alternative features serving equivalent or similar purposes, unless expressly stated otherwise. That is, unless expressly stated otherwise, each feature is only an example of a generic series of equivalent or similar features.
Specific embodiments of the present invention will be described in detail below, and it should be noted that the embodiments described herein are only for illustration and are not intended to limit the present invention. In the following description, numerous specific details are set forth in order to provide a thorough understanding of the present invention. However, it will be apparent to one of ordinary skill in the art that: it is not necessary to employ these specific details to practice the present invention. In other instances, well-known circuits, software, or methods have not been described in detail so as not to obscure the present invention.
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Before describing the embodiments, some necessary terms need to be explained. For example:
if the terms "first," "second," etc. are used herein to describe various elements, these elements should not be limited by these terms. These terms are only used to distinguish one element from another. Thus, a "first" element discussed below could also be termed a "second" element without departing from the teachings of the present invention. It will be understood that when an element is referred to as being "connected" or "coupled" to another element, it can be directly connected or coupled to the other element or intervening elements may also be present. In contrast, when an element is referred to as being "directly connected" or "directly coupled" to another element, there are no intervening elements present.
The various terms appearing in this application are used for the purpose of describing particular embodiments only and are not intended as limitations of the invention, with the singular being intended to include the plural unless the context clearly dictates otherwise.
When the terms "comprises" and/or "comprising" are used in this specification, these terms are intended to specify the presence of stated features, integers, steps, operations, elements, and/or components, but do not preclude the presence and/or addition of one or more other features, integers, steps, operations, elements, components, and/or groups thereof.
As shown in fig. 1 to 10, a configurable unified management platform includes:
s1, the fund is established, and the user maintains basic fund information, contract information and fund account information in the system;
s2, fund sales, docking the fund sales system, acquiring the sales data of the fund on the current day, and calculating the share of the related investors and the performance reward of the fund according to the sales data;
s3, data are collected, and fund data, transaction data and position holding data related to products are acquired by connecting PB systems of different dealer channels according to the basic information provided in S1;
s4, performing centralized transaction, namely performing centralized ordering in the system according to the fund capital position information acquired in S3, and directly butting issued instructions to PB systems of different dealer channels to realize centralized transaction;
s5, performing joint wind control on the company level according to the position information of the fund acquired in the S3; and/or monitoring the wind control violation condition of the fund in real time; according to the command issued by S4, carrying out pre-risk budget on the issued command at the company and fund level;
s6, pre-evaluating, according to the fund sales data and the transaction data provided in S2 and S3, performing T +0 quasi real-time pre-evaluating for the fund;
s7, operating the fund, and performing corresponding disposal operation according to the fund contract information by taking the fund wind control result and the net value result given by S5 and S6 as references;
s8, analyzing the performance of the fund, and generating valuation table information after the position information of the fund and the processing of the S6 system are obtained according to the position information of the fund obtained in the S3; analyzing the performance achievement of the fund every week and every month to generate a performance analysis report aiming at the fund level;
and S9, customer service management, wherein the daily net worth information generated in S6 and the fund performance analysis report information generated in S8 are sent to the related investors or the concerned investors at regular time by a mail system built in the system.
A configurable unified management platform operation method executes steps S1-S9.
Example one
As shown in fig. 1-10, a configurable unified management platform,
s1, the fund is established, and the user maintains basic fund information, contract information and fund account information in the system;
s2, fund sales, docking the fund sales system, acquiring the sales data of the fund on the current day, and calculating the share of the related investors and the performance reward of the fund according to the sales data;
s3, data are collected, and fund data, transaction data and position holding data related to products are acquired by connecting PB systems of different dealer channels according to the basic information provided in S1;
s4, performing centralized transaction, namely performing centralized ordering in the system according to the fund capital position information acquired in S3, and directly butting issued instructions to PB systems of different dealer channels to realize centralized transaction;
s5, performing joint wind control on the company level according to the position information of the fund acquired in the S3; and/or monitoring the wind control violation condition of the fund in real time; according to the command issued by S4, carrying out pre-risk budget on the issued command at the company and fund level;
s6, pre-evaluating, according to the fund sales data and the transaction data provided in S2 and S3, performing T +0 quasi real-time pre-evaluating for the fund;
s7, operating the fund, and performing corresponding disposal operation according to the fund contract information by taking the fund wind control result and the net value result given by S5 and S6 as references;
s8, analyzing the performance of the fund, and generating valuation table information after the position information of the fund and the processing of the S6 system are obtained according to the position information of the fund obtained in the S3; analyzing the performance achievement of the fund every week and every month to generate a performance analysis report aiming at the fund level;
and S9, customer service management, wherein the daily net worth information generated in S6 and the fund performance analysis report information generated in S8 are sent to the related investors or the concerned investors at regular time by a mail system built in the system.
As shown in fig. 1, a configurable unified management platform may be provided with a life cycle management module, a basic information management module, a wind control management module, a valuation management module, a pre-investment and post-investment analysis module, and an investment transaction module. These modules operate on the basis of position data and market information data of the data collection.
In this embodiment, the financial integrated management system provides data for the investment transaction management module, the wind control module, and the valuation module based on the data aggregation of the multi-channel PB system, in combination with the three-party information database and the manually maintained basic service data. The investment transaction module comprises an instruction flow module, an investment transaction module and an asset unit module, and meets the requirements of investors in different aspects.
In the embodiment, pre-investment fund screening is supported for the three-party fund database, qualified sub-funds are screened for the fof fund, and performance analysis of the sub-funds and the mother fund is supported afterwards. The embodiment has flexible and various management function configurations, a quick and convenient multi-account, multi-standard (high-capacity basket) transaction function and a safe and reliable multidimensional real-time abnormal transaction wind control function; meanwhile, the system can be compatible with various PB and resource management systems such as quick delivery and the like through an international standard FIX protocol connection mode, supports functions such as single mode, batch entrusting and the like under various proportions, has extremely high convenience, reliability and economic applicability to financial investment institutions of medium and above scales, and can meet transaction execution requirements of customers of most institutions in an all-round way.
In order to guarantee the safety of data and the continuity of business, a disaster recovery solution is provided, and the disaster recovery solution is based on a unified storage (a memory database redis + a physical database mysql) replication technology, and is matched with a stable keepalive service + a monitoring service to realize the following aims:
1. real-time synchronization of the redis databases of the main server and the standby server;
2. synchronizing the master server mysql database and the slave server mysql database in real time;
3. the transaction service can be automatically switched to the standby machine after a fault occurs;
in order to provide flexible expansion and customization functions, the present embodiment implements the following features:
1. the functions are flexible and configurable, and the model algorithm with strong background can realize automatic association of data among different modules and different tables. Through automatic data association, penetration of data among different tables of different modules can be realized, and all data associated with the tables can be seen only by operating in one table. The model algorithm is derived according to a topological sorting theory in computer science-graph theory, is perfectly adapted to the system, and can support the system to efficiently and quickly update the display data.
2. The system can meet the working process of each service (different posts and different users), and has the capability of multi-user cooperation; data statistics, query, sorting, screening, import and export can be carried out according to multiple dimensions, and generation of reports is supported; flexible technical means such as product requirement template setting, approval process setting and the like are adopted to adapt to variable business modes; has higher expansibility and demand response speed so as to meet the rapidly changing market demand and supervision requirement.
3. The system opens efficient, stable and comprehensive external interface service, can access all interfaces which are open to the outside through an https interaction protocol, and each interface supports user login and permission verification. The system has mature and complete external script nesting service, supports subsequent expansion business, and is particularly a system with flexible time processing strategy and indifference embedding.
Detailed test report
The technical scheme of the embodiment is clearly and completely verified by combining the specific test examples of the domestic mainstream dealer.
Test content and data
1. Testing machine configuration parameters
2. Performance test index and results
The performance test investigates the following 2 indexes:
(1) online user number that system can support
(2) Under the condition of large data storage quantity, when a large number of users operate simultaneously, the concurrent processing capacity of the system
For the 2 indexes, the test method and the results are respectively as follows:
(1) the number of online users that the system can support.
The test method comprises the following steps: keeping multiple users online at the same time, and then testing the processing time of the request inside the system when all online users access the system data at the same time. For each test sample, the test is performed 1000 times, the network time is averaged in an interval of 100ms to 150ms in RTT (round-trip time) of each http request, and the test result of the internal processing time of the system is as follows:
| number of online users | Throughput rate (reqs/s) | Single request system internal processing time(s) |
| 200 | 869 | 0.023 |
| 600 | 800 | 0.025 |
| 1000 | 555 | 0.036 |
| 2000 | 364 | 0.055 |
| 5000 | 224 | 0.089 |
From the above test results, when the number of the online users reaches 5000 at the same time, the 5000 users access the data in the table at the same time, the average processing time of each request in the system is controlled within 90ms, and if the network time of the http request is calculated, the average consumed time is controlled within the range of 200 and 300 ms. In the practical use process, the load capacity of the system can be proportionally enlarged by vertical expansion, such as increasing nginx worker and the number of workers of each service module while enhancing the hardware configuration of the system, or the performance bottleneck of a single machine can be solved by distributed deployment. In addition, the system has a complete data cache mechanism, and if a data request hits the cache, the data processing time of a single request in the system is within 5 ms.
(2) And in the case of large stock data, the load capacity of the system when a large number of users operate simultaneously.
The test method comprises the following steps: for the index, according to a safe actual service scene, the processing capability of adding, deleting and modifying table data by 500 users and 1000 users under the condition that the data storage of a single table is 500w and 1000w is considered. For each test sample, the test is carried out 1000 times, the network time is averaged in the interval of 100ms-150ms in the RTT (round-trip time) of each http request, and the internal processing time of the system is measured
The test results were as follows:
| operation of | Throughput rate (reqs/s) | Single request system internal processing time(s) |
| Adding data | 138 | 0.1161 |
| Deleting data | 792 | 0.0202 |
| Altering data | 145 | 0.1103 |
(a) Stock data 500w, number of concurrent users 500
| Operation of | Throughput rate (reqs/s) | Single request system internal processing time(s) |
| Adding data | 138 | 0.1162 |
| Deleting data | 780 | 0.0205 |
| Altering data | 145 | 0.1105 |
(b) Stock data 500w, number of concurrent users 1000
| Operation of | Throughput rate (reqs/s) | Single request system internal processing time(s) |
| Adding data | 138 | 0.1163 |
| Deleting data | 776 | 0.0206 |
| Altering data | 144 | 0.1108 |
(c) Stock data 1000w, number of concurrent users 500
| Operation of | Throughput rate (reqs/s) | Single request system internal processing time(s) |
| Adding data | 137 | 0.1167 |
| Deleting data | 784 | 0.0204 |
| Altering data | 144 | 0.1111 |
(d) Stock data 1000w, number of concurrent users 1000
From the above test results, under the condition that the single-table data storage reaches 1000w, 1000 users simultaneously perform addition and deletion, on average, the processing time of a single request in the system is controlled within 120ms, the network time of the http request is calculated, the average time consumption is 200 and 300ms, and the processing speed of the system is not affected basically, because the optimal calculation path is automatically identified in the data updating process by our data engine, and the minimized incremental calculation is achieved. Moreover, the test environment is a virtual machine environment and is deployed in a single machine. If the vertical extension strengthens the hardware configuration of the system or deploys a plurality of data engines, the concurrent processing capacity of the system can be greatly improved. In addition, the system also supports the sublibrary storage or horizontal capacity expansion of single-table data or solidification of historical data, so that the processing efficiency of the system is not affected basically by the data inventory.
Conclusion of the test
The single-machine version system deployed on the virtual machine can bear the number of the simultaneous online users reaching 5000, and when 5000 online users simultaneously access the system data, the processing time consumption of a single request is controlled within 90ms on average. In addition, the system stock data does not influence the processing efficiency of the system, 1000 online users add or delete and modify the list data simultaneously under the condition that the stock of the list data reaches 1000w, and the internal processing time of the system of each request is controlled within 120ms on average.
In other technical features of the embodiment, those skilled in the art can flexibly select and use the features according to actual situations to meet different specific actual requirements. However, it will be apparent to one of ordinary skill in the art that: it is not necessary to employ these specific details to practice the present invention. In other instances, well-known algorithms, methods or systems have not been described in detail so as not to obscure the present invention, and are within the scope of the present invention as defined by the claims.
For simplicity of explanation, the foregoing method embodiments are described as a series of acts or combinations, but those skilled in the art will appreciate that the present application is not limited by the order of acts, as some steps may occur in other orders or concurrently depending on the application. Further, those skilled in the art should also appreciate that the embodiments described in the specification are preferred embodiments and that the acts and elements referred to are not necessarily required in this application.
Those of skill in the art would appreciate that the various illustrative elements and algorithm steps described in connection with the embodiments disclosed herein may be implemented as electronic hardware or combinations of computer software and electronic hardware. Whether such functionality is implemented as hardware or software depends upon the particular application and design constraints imposed on the implementation. Skilled artisans may implement the described functionality in varying ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present invention.
The disclosed systems, modules, and methods may be implemented in other ways. For example, the above-described apparatus embodiments are merely illustrative, and for example, the division of the units may be only one logical division, and there may be other divisions in actual implementation, for example, a plurality of units or components may be combined or integrated into another system, or some features may be omitted, or not executed. In addition, the shown or discussed mutual coupling or direct coupling or communication connection may be referred to as an indirect coupling or communication connection through some interfaces, devices or units, and may be in an electrical, mechanical or other form.
The units described as separate parts may or may not be physically separate, and the parts displayed as units may or may not be physical units, may be located in one place, or may also be distributed on a plurality of network units. Some or all of the units can be selected according to actual needs to achieve the purpose of the solution of the embodiment.
The functions, if implemented in the form of software functional units and sold or used as a stand-alone product, may be stored in a computer readable storage medium. Based on such understanding, the technical solution of the present invention may be embodied in the form of a software product, which is stored in a storage medium and includes instructions for causing a computer device (which may be a personal computer, a server, or a network device) to execute all or part of the steps of the method according to the embodiments of the present invention. And the aforementioned storage medium includes: various media capable of storing program codes, such as a usb disk, a removable hard disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk, or an optical disk.
It will be understood by those skilled in the art that all or part of the processes in the methods for implementing the embodiments described above can be implemented by instructing the relevant hardware through a computer program, and the program can be stored in a computer-readable storage medium, and when executed, the program can include the processes of the embodiments of the methods described above. The storage medium may be a magnetic disk, an optical disk, a ROM, a RAM, etc.
The foregoing is illustrative of the preferred embodiments of this invention, and it is to be understood that the invention is not limited to the precise form disclosed herein and that various other combinations, modifications, and environments may be resorted to, falling within the scope of the concept as disclosed herein, either as described above or as apparent to those skilled in the relevant art. And that modifications and variations may be effected by those skilled in the art without departing from the spirit and scope of the invention as defined by the appended claims.
Claims (2)
1. A configurable unified management platform, comprising:
s1, the fund is established, and the user maintains basic fund information, contract information and fund account information in the system;
s2, fund sales, docking the fund sales system, acquiring the sales data of the fund on the current day, and calculating the share of the related investors and the performance reward of the fund according to the sales data;
s3, data are collected, and fund data, transaction data and position holding data related to products are acquired by connecting PB systems of different dealer channels according to the basic information provided in S1;
s4, performing centralized transaction, namely performing centralized ordering in the system according to the fund capital position information acquired in S3, and directly butting issued instructions to PB systems of different dealer channels to realize centralized transaction;
s5, performing joint wind control on the company level according to the position information of the fund acquired in the S3; and/or monitoring the wind control violation condition of the fund in real time; according to the command issued by S4, carrying out pre-risk budget on the issued command at the company and fund level;
s6, pre-evaluating, according to the fund sales data and the transaction data provided in S2 and S3, performing T +0 quasi real-time pre-evaluating for the fund;
s7, operating the fund, and performing corresponding disposal operation according to the fund contract information by taking the fund wind control result and the net value result given by S5 and S6 as references;
s8, analyzing the performance of the fund, and generating valuation table information after the position information of the fund and the processing of the S6 system are obtained according to the position information of the fund obtained in the S3; analyzing the performance achievement of the fund every week and every month to generate a performance analysis report aiming at the fund level;
and S9, customer service management, wherein the daily net worth information generated in S6 and the fund performance analysis report information generated in S8 are sent to the related investors or the concerned investors at regular time by a mail system built in the system.
2. A configurable unified management platform operation method is characterized in that steps S1-S9 are executed.
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN112085337A (en) * | 2020-08-12 | 2020-12-15 | 上海维信荟智金融科技有限公司 | Capital party configuration method and system |
| CN113407566A (en) * | 2021-08-18 | 2021-09-17 | 湖南和信安华区块链科技有限公司 | Real-time fund information interaction system based on block chain |
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